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九里堤第一巴图鲁
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九里堤第一巴图鲁
2021-07-05
blue sky coming!
Chinese EV stocks slipped in Friday morning trading
九里堤第一巴图鲁
2021-07-05
patiently waiting for this day to come!
NIO May Grow Even Faster Than Expected
九里堤第一巴图鲁
2021-06-01
NIO delivered 6711 vehicles in May 2021
@NIO气氛组组长:蔚來這月交付開頭6還是7？
九里堤第一巴图鲁
2021-06-06
karma.
突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！
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sky coming!","listText":"blue sky coming!","text":"blue sky coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155643513","repostId":"1135486377","repostType":2,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://ttm.financial/m/news/1135486377?lang=&edition=fundamental","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155643634,"gmtCreate":1625419210228,"gmtModify":1703741500753,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"patiently waiting for this day to come!","listText":"patiently waiting for this day to come!","text":"patiently waiting for this day to come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155643634","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8 <a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112797236,"gmtCreate":1622923260225,"gmtModify":1704193248050,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"karma.","listText":"karma.","text":"karma.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112797236","repostId":"2141283826","repostType":2,"repost":{"id":"2141283826","kind":"news","pubTimestamp":1622896870,"share":"https://ttm.financial/m/news/2141283826?lang=&edition=fundamental","pubTime":"2021-06-05 20:41","market":"us","language":"zh","title":"突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！","url":"https://stock-news.laohu8.com/highlight/detail?id=2141283826","media":"正商参阅","summary":"受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元。相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866416/0\"/><p>“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正成为全球资本市场波动最剧烈的公司。”</p><p>投资家作者|Steven</p><p>“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。</p><p>隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。</p><p>受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。</p><p>据The Information最新数据显示，<strong>特斯拉过去一两个月遭遇了前所未有的销量重挫：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接<span>跌破</span>1万，约9800个，销量暴跌近50%。此外，特斯拉还遭遇了消费者多方投诉、强烈抗议及官方批评。</strong></p><p>曾经被冠以“全球最牛电动汽车”的特斯拉遭遇了口碑大滑坡，进而传至全球资本市场引发连锁巨震，对特斯拉在全球最大电动汽车市场所捧出来的“神级”地位产生了动摇。</p><p><strong>对外号称要拿下“全球市场”的马斯克，正被全球“反噬”。</strong></p><p>一</p><p>瑞信知名分析师Dan Levy在一份报告中指出，“4月份，是特斯拉的梦魇。其在全球电动汽车市场销量大幅下滑，市场份额已从3月份的29%下降至11%，可能创出历史最低。”</p><p><strong>在中国，特斯拉<span>市场占有率</span>从3月份的19%降至4月份的8%；欧洲，从3月份的22%降至4月份的2%；即便美国本土，特斯拉同样衰弱明显，从3月份的72%降至4月份的55%。</strong></p><p>相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。</p><p>然而，从其销量表现上看，中国消费者似乎回归冷静。</p><p><strong>需要注意的是，特斯拉虽然市场占有率下滑，全球电动车的销量增速并没放缓。统计数据显示：全球电动车销量4月占新车总销量的6.1%，该数值远超过去增速。</strong></p><p><strong>这个被全球无限“宠溺”的“超级网红”显然已褪去“神级光环”。</strong></p><p>其中有一个不可忽视的问题在于，特斯拉汽车安全方面的连环“暴雷”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866433/0\"/><p>今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。这个事件虽后续得到解决，但伴随特斯拉安全隐患问题层出不穷。</p><p><strong>可不管出现何种问题，哪怕连遭媒体质疑、曝光，特斯拉及高管回应态度几乎一致。在很多网友及消费者看来，“太极式回答”并没有解决任何问题。</strong></p><p>同样的问题还出现在美国本土。</p><p>美国国家公路交通安全管理局公布的文件显示，特斯拉正在召回5974辆电动车，原因是制动卡钳螺栓可能会松动，这可能导致轮胎失压并增加碰撞风险。自愿召回的车辆包括特定的2019-2021年Model 3车型和2020-2021年Model Y车型。</p><p>回应态度如出一辙。特斯拉方面表示，已经向一些车主发送了电子邮件，该邮件基本上解释了制动卡钳螺栓可能没有按照“正确的规格”固定。</p><p>“特斯拉表示这个问题没有造成任何撞车事故或人员伤亡。”</p><p><strong>“没有造成伤亡=没有什么问题。”如此冠冕堂皇的说辞，连美国人自己都不买账。</strong></p><p><strong>美国车主在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>表示，“特斯拉不负责任的言行应该被全球消费者抵制，不断推高的资本泡沫、创造出来的巨大财富让马斯克变得肆意妄为、有恃无恐。”</strong></p><p>二</p><p><strong>的确，在过去1年多时间里，特斯拉绝对是全球资本市场最瞩目的巨星。</strong></p><p>股价直线上升，涨幅超过700%，市值超过7000亿美元，屡登各大财经报刊头版。</p><p>一个发展不过10年来的新能源汽车品牌竟然“干掉”拥有超长历史的大众、丰田。</p><p>美国首富贝索斯曾经保持3年不动摇的首富战绩，让一个搞电动车的轻松超越了。</p><p>还掀起一股全球电动车“投资热潮”，“只要投资电动车不管买股票还是基金，都能发大财。”</p><p><strong>马斯克收获了巨大财富与粉丝及“追随者”让他具备了有恃无恐的资本。</strong></p><p><strong>而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。</strong></p><p>如果把时间轴回拨几年会发现，中国人真是太宠溺特斯拉了。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866429/0\"/><p><strong>2018年时，这家公司并没现在的辉煌，在美国本土甚至被认为是一家即将破产的公司，“美国创业失败案例之一”多档节目爆料，“马斯克和特斯拉一路亏损，穷途末路。”</strong></p><p><strong>马斯克还跟美国证监会闹崩了。他不得已，四处借钱，大谈<span>私有化</span>。压力山大的他，被指一度出现精神问题，不得已靠吸食大麻缓解压力。</strong></p><p>美国本土失败的马斯克，在多个公开场合都不愿提及特斯拉，只愿聊些“宇宙科幻”。</p><p>中国上海却站了出来，伸出援手，以给地、低息贷款等优惠政策，拯救了疲惫不堪的马斯克。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866426/0\"/><p><strong>他经常在发布会上翩翩起舞，整个人像打了鸡血一般，夸夸其谈。中国网民同样给予特斯拉强大支持，使得特斯拉成了中国第一个“不靠水军也能水起来的外资企业”。</strong></p><p>国内大佬李斌和他的蔚来汽车当时就没那么幸运了，为特斯拉工厂顺利落地，上海取消了蔚来汽车的建厂计划。让李斌一度四处在各大论坛峰会“抱怨”山穷水尽，需要融资止血。</p><p>本来需要2年才能建好的工厂，“中国速度”357天神奇搞定。</p><p><strong>特斯拉曾在财报中透露“上海工厂价值有多大”：能比美国本土的生产成本低65%！</strong></p><p>在第一波国产特斯拉投入市场的那一刻，马斯克及中国网友、车主几乎进入沸腾状态。</p><p><strong>仅2019一年，中国车主就为特斯拉贡献了13%的全球销量。</strong></p><p><strong>说“中国速度”救活特斯拉，毫不夸张。</strong></p><p><strong>遥想，2019年可是全球汽车寒冬期，特斯拉竟能“一骑绝尘”。</strong></p><p>三</p><p><strong>2019年之后，每天都有关于特斯拉的新闻，2020年，该公司股价“雄冠全球”。</strong></p><p><strong>任何股票在特斯拉面前都“不值一提”，任何车在特斯拉面前都“不值一比”。</strong></p><p>特斯拉掀起的全球电动车投资风，更为“恐怖”。作者身边的“投资小白”，在支付宝买个新能源车基金一年赚了150%。那些在产业链做投资的人，赚的荷包满满。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866423/0\"/><p>不管是搞锂电池，还是卖配件，都能在特斯拉鲶鱼效应带动下爆发，比如与特斯拉合作标续Model 3磷酸铁锂电池的<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，股价冲高，彼时，市值一度接近万亿元。</p><p><strong>实际上，过快的股价增长有时候未必是件好事，很容易让一家公司迷失方向。</strong></p><p><strong>2020年，特斯拉遭遇过不少质疑，但与疯狂造富运动相比，质疑声掉入星辰大海。</strong></p><p>前台股价飙升，后台销量猛增。1年时间，特斯拉卖掉49.95万台车，电动汽车市场占有率达到16.1%。其中，Model 3凭借365240辆的销量战绩，成为“全球最畅销电动汽车”。</p><p><strong>财务数据方面，特斯拉2020年营收315.36亿美元，毛利润66.3亿美元，调整后息税前利润58.17亿美元，归属于普通股股东<span>净利润</span>7.21亿美元。</strong></p><p><strong>2019年，特斯拉归属普通股股东净利润还是-8.62亿美元，一年由负转正。</strong></p><p>中国稳居特斯拉全球销量NO.1，占比超过30%，没有中国人宠溺，特斯拉根本疯不起来。</p><p>马斯克心里清楚，中国人不仅救了他，还让他暴富。为更大幅度刺激消费、<span>拉升</span>业绩、助推市值迈向新台阶，2021年元旦那天，国产Model Y问世，马斯克身价很快超越了贝索斯。</p><p>首富马斯克随即开启急速扩张模式，欧洲建厂，决心“称霸全球”。</p><p>他拿出15亿美元买入比特币，为币圈“代言”。马斯克一系列疯狂举动，开始让全球资本“反感”，它们热捧的汽车巨头，越来越我行我素，不着边际。</p><p>2021年，中国春节过后，特斯拉股价猛跌、蒸发千亿美元。国内相关概念、基金，跟着一泻千里。即便如此，中国网民还在宠溺特斯拉“股价很快就反弹，你们等着打脸吧”。</p><p>直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”</p><p>四</p><p><strong>一边问题频出，一边炒币，一边调价，一边惹怒美国证监会，马斯克真是一点没闲着。</strong></p><p>他多次上调特斯拉产品价格，引的全球消费者接连炮轰。他声称价格调整来自全球芯片短缺、原材料价格暴涨，但不少网民终于调转风向认为，“价格上涨并没有带来匹配的服务”。</p><p><strong>或许是女车主在上海车展那惊心一闹，让“装睡的人清醒”，中国网民开始反击。“气的”特斯拉增设“特斯拉法务部”营业，突开多个账号称“互联网不是法外之地。”</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866425/0\"/><p><strong>左手激怒中国网民，又手就捅到美国证监会头上。</strong></p><p>美国证券监管机构6月1日对特斯拉表示，“马斯克在Twitter两次违反了法庭命令。”</p><p><strong>互联网的确不该是法外之地。</strong></p><p>2018年，马斯克在Twitter上表示自己有意将特斯拉私有化，交易金额将达到720亿美元，并且声称“锁定了私有化所需的资金”，被美国证监会定性为欺诈罪，将特斯拉告上法庭。</p><p>随后双方达成和解，和解条件包括：特斯拉要监管马斯克的Twitter使用行为，如果马斯克想要发布任何有关该公司重大决策内容，特斯拉需事先进行审查。</p><p>特斯拉和马斯克似乎都没有把这则协议当一回事，美国证监会在发给特斯拉的信件中明确表示，“马斯克在签下声明后，仍然继续违反监控条款，公开嘲讽美国证监会。”</p><p>一位美国证监会高级官员所签署的信函显示，“特斯拉违反了法院命令，未能履行其职责。”目前尚不清楚监管是否会对特斯拉或马斯克采取进一步行动。</p><p><strong>随着特斯拉在全球获得极高关注度，马斯克个人IP影响力辐射全球，他在Twitter粉丝数量超过5400万，同时在中国拥有一批无法统计的粉丝。</strong></p><p><strong>美国媒体表示，马斯克影响力直逼号称“推特治国”的特朗普。</strong></p><p>全球粉丝追捧、资本爆炒、让他越发肆无忌惮。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866422/0\"/><p><strong>他的言论在资本市场可谓呼风唤雨，直接能左右股价、比特币等虚拟货币价格走势。</strong></p><p>人不是神，耐性终归有限，资本市场亦不例外，当一个人过度膨胀时，往往会带来与之相反的结果，从4月份开始特斯拉在全球口碑下滑，销量大减：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。</p><p><strong>特斯拉从“神坛”跌落，再遭资本市场暴击：一夜市值蒸发310亿美元。</strong></p><p><strong>这与特斯拉若大市值盘子相比，犹如一颗<a href=\"https://laohu8.com/S/WDH\">水滴</a>。</strong></p><p><strong>但马斯克与特斯拉若不及时“醒悟”，“水滴也能穿石”。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 20:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b><strong>正商参阅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“特斯拉正成为全球资本市场波动最剧烈的公司。”投资家作者|Steven“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。据The Information最新数据显示，特斯拉过去...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2141283826","content_text":"“特斯拉正成为全球资本市场波动最剧烈的公司。”投资家作者|Steven“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。据The Information最新数据显示，特斯拉过去一两个月遭遇了前所未有的销量重挫：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。此外，特斯拉还遭遇了消费者多方投诉、强烈抗议及官方批评。曾经被冠以“全球最牛电动汽车”的特斯拉遭遇了口碑大滑坡，进而传至全球资本市场引发连锁巨震，对特斯拉在全球最大电动汽车市场所捧出来的“神级”地位产生了动摇。对外号称要拿下“全球市场”的马斯克，正被全球“反噬”。一瑞信知名分析师Dan Levy在一份报告中指出，“4月份，是特斯拉的梦魇。其在全球电动汽车市场销量大幅下滑，市场份额已从3月份的29%下降至11%，可能创出历史最低。”在中国，特斯拉市场占有率从3月份的19%降至4月份的8%；欧洲，从3月份的22%降至4月份的2%；即便美国本土，特斯拉同样衰弱明显，从3月份的72%降至4月份的55%。相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。然而，从其销量表现上看，中国消费者似乎回归冷静。需要注意的是，特斯拉虽然市场占有率下滑，全球电动车的销量增速并没放缓。统计数据显示：全球电动车销量4月占新车总销量的6.1%，该数值远超过去增速。这个被全球无限“宠溺”的“超级网红”显然已褪去“神级光环”。其中有一个不可忽视的问题在于，特斯拉汽车安全方面的连环“暴雷”。今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。这个事件虽后续得到解决，但伴随特斯拉安全隐患问题层出不穷。可不管出现何种问题，哪怕连遭媒体质疑、曝光，特斯拉及高管回应态度几乎一致。在很多网友及消费者看来，“太极式回答”并没有解决任何问题。同样的问题还出现在美国本土。美国国家公路交通安全管理局公布的文件显示，特斯拉正在召回5974辆电动车，原因是制动卡钳螺栓可能会松动，这可能导致轮胎失压并增加碰撞风险。自愿召回的车辆包括特定的2019-2021年Model 3车型和2020-2021年Model Y车型。回应态度如出一辙。特斯拉方面表示，已经向一些车主发送了电子邮件，该邮件基本上解释了制动卡钳螺栓可能没有按照“正确的规格”固定。“特斯拉表示这个问题没有造成任何撞车事故或人员伤亡。”“没有造成伤亡=没有什么问题。”如此冠冕堂皇的说辞，连美国人自己都不买账。美国车主在Twitter表示，“特斯拉不负责任的言行应该被全球消费者抵制，不断推高的资本泡沫、创造出来的巨大财富让马斯克变得肆意妄为、有恃无恐。”二的确，在过去1年多时间里，特斯拉绝对是全球资本市场最瞩目的巨星。股价直线上升，涨幅超过700%，市值超过7000亿美元，屡登各大财经报刊头版。一个发展不过10年来的新能源汽车品牌竟然“干掉”拥有超长历史的大众、丰田。美国首富贝索斯曾经保持3年不动摇的首富战绩，让一个搞电动车的轻松超越了。还掀起一股全球电动车“投资热潮”，“只要投资电动车不管买股票还是基金，都能发大财。”马斯克收获了巨大财富与粉丝及“追随者”让他具备了有恃无恐的资本。而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。如果把时间轴回拨几年会发现，中国人真是太宠溺特斯拉了。2018年时，这家公司并没现在的辉煌，在美国本土甚至被认为是一家即将破产的公司，“美国创业失败案例之一”多档节目爆料，“马斯克和特斯拉一路亏损，穷途末路。”马斯克还跟美国证监会闹崩了。他不得已，四处借钱，大谈私有化。压力山大的他，被指一度出现精神问题，不得已靠吸食大麻缓解压力。美国本土失败的马斯克，在多个公开场合都不愿提及特斯拉，只愿聊些“宇宙科幻”。中国上海却站了出来，伸出援手，以给地、低息贷款等优惠政策，拯救了疲惫不堪的马斯克。他经常在发布会上翩翩起舞，整个人像打了鸡血一般，夸夸其谈。中国网民同样给予特斯拉强大支持，使得特斯拉成了中国第一个“不靠水军也能水起来的外资企业”。国内大佬李斌和他的蔚来汽车当时就没那么幸运了，为特斯拉工厂顺利落地，上海取消了蔚来汽车的建厂计划。让李斌一度四处在各大论坛峰会“抱怨”山穷水尽，需要融资止血。本来需要2年才能建好的工厂，“中国速度”357天神奇搞定。特斯拉曾在财报中透露“上海工厂价值有多大”：能比美国本土的生产成本低65%！在第一波国产特斯拉投入市场的那一刻，马斯克及中国网友、车主几乎进入沸腾状态。仅2019一年，中国车主就为特斯拉贡献了13%的全球销量。说“中国速度”救活特斯拉，毫不夸张。遥想，2019年可是全球汽车寒冬期，特斯拉竟能“一骑绝尘”。三2019年之后，每天都有关于特斯拉的新闻，2020年，该公司股价“雄冠全球”。任何股票在特斯拉面前都“不值一提”，任何车在特斯拉面前都“不值一比”。特斯拉掀起的全球电动车投资风，更为“恐怖”。作者身边的“投资小白”，在支付宝买个新能源车基金一年赚了150%。那些在产业链做投资的人，赚的荷包满满。不管是搞锂电池，还是卖配件，都能在特斯拉鲶鱼效应带动下爆发，比如与特斯拉合作标续Model 3磷酸铁锂电池的宁德时代，股价冲高，彼时，市值一度接近万亿元。实际上，过快的股价增长有时候未必是件好事，很容易让一家公司迷失方向。2020年，特斯拉遭遇过不少质疑，但与疯狂造富运动相比，质疑声掉入星辰大海。前台股价飙升，后台销量猛增。1年时间，特斯拉卖掉49.95万台车，电动汽车市场占有率达到16.1%。其中，Model 3凭借365240辆的销量战绩，成为“全球最畅销电动汽车”。财务数据方面，特斯拉2020年营收315.36亿美元，毛利润66.3亿美元，调整后息税前利润58.17亿美元，归属于普通股股东净利润7.21亿美元。2019年，特斯拉归属普通股股东净利润还是-8.62亿美元，一年由负转正。中国稳居特斯拉全球销量NO.1，占比超过30%，没有中国人宠溺，特斯拉根本疯不起来。马斯克心里清楚，中国人不仅救了他，还让他暴富。为更大幅度刺激消费、拉升业绩、助推市值迈向新台阶，2021年元旦那天，国产Model Y问世，马斯克身价很快超越了贝索斯。首富马斯克随即开启急速扩张模式，欧洲建厂，决心“称霸全球”。他拿出15亿美元买入比特币，为币圈“代言”。马斯克一系列疯狂举动，开始让全球资本“反感”，它们热捧的汽车巨头，越来越我行我素，不着边际。2021年，中国春节过后，特斯拉股价猛跌、蒸发千亿美元。国内相关概念、基金，跟着一泻千里。即便如此，中国网民还在宠溺特斯拉“股价很快就反弹，你们等着打脸吧”。直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”四一边问题频出，一边炒币，一边调价，一边惹怒美国证监会，马斯克真是一点没闲着。他多次上调特斯拉产品价格，引的全球消费者接连炮轰。他声称价格调整来自全球芯片短缺、原材料价格暴涨，但不少网民终于调转风向认为，“价格上涨并没有带来匹配的服务”。或许是女车主在上海车展那惊心一闹，让“装睡的人清醒”，中国网民开始反击。“气的”特斯拉增设“特斯拉法务部”营业，突开多个账号称“互联网不是法外之地。”左手激怒中国网民，又手就捅到美国证监会头上。美国证券监管机构6月1日对特斯拉表示，“马斯克在Twitter两次违反了法庭命令。”互联网的确不该是法外之地。2018年，马斯克在Twitter上表示自己有意将特斯拉私有化，交易金额将达到720亿美元，并且声称“锁定了私有化所需的资金”，被美国证监会定性为欺诈罪，将特斯拉告上法庭。随后双方达成和解，和解条件包括：特斯拉要监管马斯克的Twitter使用行为，如果马斯克想要发布任何有关该公司重大决策内容，特斯拉需事先进行审查。特斯拉和马斯克似乎都没有把这则协议当一回事，美国证监会在发给特斯拉的信件中明确表示，“马斯克在签下声明后，仍然继续违反监控条款，公开嘲讽美国证监会。”一位美国证监会高级官员所签署的信函显示，“特斯拉违反了法院命令，未能履行其职责。”目前尚不清楚监管是否会对特斯拉或马斯克采取进一步行动。随着特斯拉在全球获得极高关注度，马斯克个人IP影响力辐射全球，他在Twitter粉丝数量超过5400万，同时在中国拥有一批无法统计的粉丝。美国媒体表示，马斯克影响力直逼号称“推特治国”的特朗普。全球粉丝追捧、资本爆炒、让他越发肆无忌惮。他的言论在资本市场可谓呼风唤雨，直接能左右股价、比特币等虚拟货币价格走势。人不是神，耐性终归有限，资本市场亦不例外，当一个人过度膨胀时，往往会带来与之相反的结果，从4月份开始特斯拉在全球口碑下滑，销量大减：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。特斯拉从“神坛”跌落，再遭资本市场暴击：一夜市值蒸发310亿美元。这与特斯拉若大市值盘子相比，犹如一颗水滴。但马斯克与特斯拉若不及时“醒悟”，“水滴也能穿石”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119831665,"gmtCreate":1622534792257,"gmtModify":1704185777166,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"NIO delivered 6711 vehicles in May 2021","listText":"NIO delivered 6711 vehicles in May 2021","text":"NIO delivered 6711 vehicles in May 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sky coming!","listText":"blue sky coming!","text":"blue sky coming!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155643513","repostId":"1135486377","repostType":2,"repost":{"id":"1135486377","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625236243,"share":"https://ttm.financial/m/news/1135486377?lang=&edition=fundamental","pubTime":"2021-07-02 22:30","market":"us","language":"en","title":"Chinese EV stocks slipped in Friday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486377","media":"Tiger Newspress","summary":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between","content":"<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV stocks slipped in Friday morning trading</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese EV stocks slipped in Friday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/c1eeb0b07a87842c4c5ac2bbb3c2873f\" tg-width=\"360\" tg-height=\"188\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486377","content_text":"Chinese EV stocks slipped in Friday morning trading.Nio,Xpeng Motors and Li Auto shares fell between 3% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155643634,"gmtCreate":1625419210228,"gmtModify":1703741500753,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"patiently waiting for this day to come!","listText":"patiently waiting for this day to come!","text":"patiently waiting for this day to come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155643634","repostId":"1120590567","repostType":2,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO May Grow Even Faster Than Expected</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8 <a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119831665,"gmtCreate":1622534792257,"gmtModify":1704185777166,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"NIO delivered 6711 vehicles in May 2021","listText":"NIO delivered 6711 vehicles in May 2021","text":"NIO delivered 6711 vehicles in May 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119831665","repostId":"119179202","repostType":1,"repost":{"id":119179202,"gmtCreate":1622531734106,"gmtModify":1704185733519,"author":{"id":"3554721391972574","authorId":"3554721391972574","name":"NIO气氛组组长","avatar":"https://static.tigerbbs.com/838d8a1402eed0f1950080badac6caa4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554721391972574","authorIdStr":"3554721391972574"},"themes":[],"htmlText":"蔚來這月交付開頭6還是7？","listText":"蔚來這月交付開頭6還是7？","text":"蔚來這月交付開頭6還是7？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119179202","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112797236,"gmtCreate":1622923260225,"gmtModify":1704193248050,"author":{"id":"3572816897296122","authorId":"3572816897296122","name":"九里堤第一巴图鲁","avatar":"https://static.tigerbbs.com/192d196d1df3fbe386a67c828cb5abc9","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3572816897296122","authorIdStr":"3572816897296122"},"themes":[],"htmlText":"karma.","listText":"karma.","text":"karma.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112797236","repostId":"2141283826","repostType":2,"repost":{"id":"2141283826","kind":"news","pubTimestamp":1622896870,"share":"https://ttm.financial/m/news/2141283826?lang=&edition=fundamental","pubTime":"2021-06-05 20:41","market":"us","language":"zh","title":"突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！","url":"https://stock-news.laohu8.com/highlight/detail?id=2141283826","media":"正商参阅","summary":"受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元。相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866416/0\"/><p>“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正成为全球资本市场波动最剧烈的公司。”</p><p>投资家作者|Steven</p><p>“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。</p><p>隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。</p><p>受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。</p><p>据The Information最新数据显示，<strong>特斯拉过去一两个月遭遇了前所未有的销量重挫：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接<span>跌破</span>1万，约9800个，销量暴跌近50%。此外，特斯拉还遭遇了消费者多方投诉、强烈抗议及官方批评。</strong></p><p>曾经被冠以“全球最牛电动汽车”的特斯拉遭遇了口碑大滑坡，进而传至全球资本市场引发连锁巨震，对特斯拉在全球最大电动汽车市场所捧出来的“神级”地位产生了动摇。</p><p><strong>对外号称要拿下“全球市场”的马斯克，正被全球“反噬”。</strong></p><p>一</p><p>瑞信知名分析师Dan Levy在一份报告中指出，“4月份，是特斯拉的梦魇。其在全球电动汽车市场销量大幅下滑，市场份额已从3月份的29%下降至11%，可能创出历史最低。”</p><p><strong>在中国，特斯拉<span>市场占有率</span>从3月份的19%降至4月份的8%；欧洲，从3月份的22%降至4月份的2%；即便美国本土，特斯拉同样衰弱明显，从3月份的72%降至4月份的55%。</strong></p><p>相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。</p><p>然而，从其销量表现上看，中国消费者似乎回归冷静。</p><p><strong>需要注意的是，特斯拉虽然市场占有率下滑，全球电动车的销量增速并没放缓。统计数据显示：全球电动车销量4月占新车总销量的6.1%，该数值远超过去增速。</strong></p><p><strong>这个被全球无限“宠溺”的“超级网红”显然已褪去“神级光环”。</strong></p><p>其中有一个不可忽视的问题在于，特斯拉汽车安全方面的连环“暴雷”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866433/0\"/><p>今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。这个事件虽后续得到解决，但伴随特斯拉安全隐患问题层出不穷。</p><p><strong>可不管出现何种问题，哪怕连遭媒体质疑、曝光，特斯拉及高管回应态度几乎一致。在很多网友及消费者看来，“太极式回答”并没有解决任何问题。</strong></p><p>同样的问题还出现在美国本土。</p><p>美国国家公路交通安全管理局公布的文件显示，特斯拉正在召回5974辆电动车，原因是制动卡钳螺栓可能会松动，这可能导致轮胎失压并增加碰撞风险。自愿召回的车辆包括特定的2019-2021年Model 3车型和2020-2021年Model Y车型。</p><p>回应态度如出一辙。特斯拉方面表示，已经向一些车主发送了电子邮件，该邮件基本上解释了制动卡钳螺栓可能没有按照“正确的规格”固定。</p><p>“特斯拉表示这个问题没有造成任何撞车事故或人员伤亡。”</p><p><strong>“没有造成伤亡=没有什么问题。”如此冠冕堂皇的说辞，连美国人自己都不买账。</strong></p><p><strong>美国车主在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>表示，“特斯拉不负责任的言行应该被全球消费者抵制，不断推高的资本泡沫、创造出来的巨大财富让马斯克变得肆意妄为、有恃无恐。”</strong></p><p>二</p><p><strong>的确，在过去1年多时间里，特斯拉绝对是全球资本市场最瞩目的巨星。</strong></p><p>股价直线上升，涨幅超过700%，市值超过7000亿美元，屡登各大财经报刊头版。</p><p>一个发展不过10年来的新能源汽车品牌竟然“干掉”拥有超长历史的大众、丰田。</p><p>美国首富贝索斯曾经保持3年不动摇的首富战绩，让一个搞电动车的轻松超越了。</p><p>还掀起一股全球电动车“投资热潮”，“只要投资电动车不管买股票还是基金，都能发大财。”</p><p><strong>马斯克收获了巨大财富与粉丝及“追随者”让他具备了有恃无恐的资本。</strong></p><p><strong>而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。</strong></p><p>如果把时间轴回拨几年会发现，中国人真是太宠溺特斯拉了。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866429/0\"/><p><strong>2018年时，这家公司并没现在的辉煌，在美国本土甚至被认为是一家即将破产的公司，“美国创业失败案例之一”多档节目爆料，“马斯克和特斯拉一路亏损，穷途末路。”</strong></p><p><strong>马斯克还跟美国证监会闹崩了。他不得已，四处借钱，大谈<span>私有化</span>。压力山大的他，被指一度出现精神问题，不得已靠吸食大麻缓解压力。</strong></p><p>美国本土失败的马斯克，在多个公开场合都不愿提及特斯拉，只愿聊些“宇宙科幻”。</p><p>中国上海却站了出来，伸出援手，以给地、低息贷款等优惠政策，拯救了疲惫不堪的马斯克。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866426/0\"/><p><strong>他经常在发布会上翩翩起舞，整个人像打了鸡血一般，夸夸其谈。中国网民同样给予特斯拉强大支持，使得特斯拉成了中国第一个“不靠水军也能水起来的外资企业”。</strong></p><p>国内大佬李斌和他的蔚来汽车当时就没那么幸运了，为特斯拉工厂顺利落地，上海取消了蔚来汽车的建厂计划。让李斌一度四处在各大论坛峰会“抱怨”山穷水尽，需要融资止血。</p><p>本来需要2年才能建好的工厂，“中国速度”357天神奇搞定。</p><p><strong>特斯拉曾在财报中透露“上海工厂价值有多大”：能比美国本土的生产成本低65%！</strong></p><p>在第一波国产特斯拉投入市场的那一刻，马斯克及中国网友、车主几乎进入沸腾状态。</p><p><strong>仅2019一年，中国车主就为特斯拉贡献了13%的全球销量。</strong></p><p><strong>说“中国速度”救活特斯拉，毫不夸张。</strong></p><p><strong>遥想，2019年可是全球汽车寒冬期，特斯拉竟能“一骑绝尘”。</strong></p><p>三</p><p><strong>2019年之后，每天都有关于特斯拉的新闻，2020年，该公司股价“雄冠全球”。</strong></p><p><strong>任何股票在特斯拉面前都“不值一提”，任何车在特斯拉面前都“不值一比”。</strong></p><p>特斯拉掀起的全球电动车投资风，更为“恐怖”。作者身边的“投资小白”，在支付宝买个新能源车基金一年赚了150%。那些在产业链做投资的人，赚的荷包满满。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866423/0\"/><p>不管是搞锂电池，还是卖配件，都能在特斯拉鲶鱼效应带动下爆发，比如与特斯拉合作标续Model 3磷酸铁锂电池的<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，股价冲高，彼时，市值一度接近万亿元。</p><p><strong>实际上，过快的股价增长有时候未必是件好事，很容易让一家公司迷失方向。</strong></p><p><strong>2020年，特斯拉遭遇过不少质疑，但与疯狂造富运动相比，质疑声掉入星辰大海。</strong></p><p>前台股价飙升，后台销量猛增。1年时间，特斯拉卖掉49.95万台车，电动汽车市场占有率达到16.1%。其中，Model 3凭借365240辆的销量战绩，成为“全球最畅销电动汽车”。</p><p><strong>财务数据方面，特斯拉2020年营收315.36亿美元，毛利润66.3亿美元，调整后息税前利润58.17亿美元，归属于普通股股东<span>净利润</span>7.21亿美元。</strong></p><p><strong>2019年，特斯拉归属普通股股东净利润还是-8.62亿美元，一年由负转正。</strong></p><p>中国稳居特斯拉全球销量NO.1，占比超过30%，没有中国人宠溺，特斯拉根本疯不起来。</p><p>马斯克心里清楚，中国人不仅救了他，还让他暴富。为更大幅度刺激消费、<span>拉升</span>业绩、助推市值迈向新台阶，2021年元旦那天，国产Model Y问世，马斯克身价很快超越了贝索斯。</p><p>首富马斯克随即开启急速扩张模式，欧洲建厂，决心“称霸全球”。</p><p>他拿出15亿美元买入比特币，为币圈“代言”。马斯克一系列疯狂举动，开始让全球资本“反感”，它们热捧的汽车巨头，越来越我行我素，不着边际。</p><p>2021年，中国春节过后，特斯拉股价猛跌、蒸发千亿美元。国内相关概念、基金，跟着一泻千里。即便如此，中国网民还在宠溺特斯拉“股价很快就反弹，你们等着打脸吧”。</p><p>直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”</p><p>四</p><p><strong>一边问题频出，一边炒币，一边调价，一边惹怒美国证监会，马斯克真是一点没闲着。</strong></p><p>他多次上调特斯拉产品价格，引的全球消费者接连炮轰。他声称价格调整来自全球芯片短缺、原材料价格暴涨，但不少网民终于调转风向认为，“价格上涨并没有带来匹配的服务”。</p><p><strong>或许是女车主在上海车展那惊心一闹，让“装睡的人清醒”，中国网民开始反击。“气的”特斯拉增设“特斯拉法务部”营业，突开多个账号称“互联网不是法外之地。”</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866425/0\"/><p><strong>左手激怒中国网民，又手就捅到美国证监会头上。</strong></p><p>美国证券监管机构6月1日对特斯拉表示，“马斯克在Twitter两次违反了法庭命令。”</p><p><strong>互联网的确不该是法外之地。</strong></p><p>2018年，马斯克在Twitter上表示自己有意将特斯拉私有化，交易金额将达到720亿美元，并且声称“锁定了私有化所需的资金”，被美国证监会定性为欺诈罪，将特斯拉告上法庭。</p><p>随后双方达成和解，和解条件包括：特斯拉要监管马斯克的Twitter使用行为，如果马斯克想要发布任何有关该公司重大决策内容，特斯拉需事先进行审查。</p><p>特斯拉和马斯克似乎都没有把这则协议当一回事，美国证监会在发给特斯拉的信件中明确表示，“马斯克在签下声明后，仍然继续违反监控条款，公开嘲讽美国证监会。”</p><p>一位美国证监会高级官员所签署的信函显示，“特斯拉违反了法院命令，未能履行其职责。”目前尚不清楚监管是否会对特斯拉或马斯克采取进一步行动。</p><p><strong>随着特斯拉在全球获得极高关注度，马斯克个人IP影响力辐射全球，他在Twitter粉丝数量超过5400万，同时在中国拥有一批无法统计的粉丝。</strong></p><p><strong>美国媒体表示，马斯克影响力直逼号称“推特治国”的特朗普。</strong></p><p>全球粉丝追捧、资本爆炒、让他越发肆无忌惮。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13617866422/0\"/><p><strong>他的言论在资本市场可谓呼风唤雨，直接能左右股价、比特币等虚拟货币价格走势。</strong></p><p>人不是神，耐性终归有限，资本市场亦不例外，当一个人过度膨胀时，往往会带来与之相反的结果，从4月份开始特斯拉在全球口碑下滑，销量大减：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。</p><p><strong>特斯拉从“神坛”跌落，再遭资本市场暴击：一夜市值蒸发310亿美元。</strong></p><p><strong>这与特斯拉若大市值盘子相比，犹如一颗<a href=\"https://laohu8.com/S/WDH\">水滴</a>。</strong></p><p><strong>但马斯克与特斯拉若不及时“醒悟”，“水滴也能穿石”。</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n突发利空，被中国人捧起的“超级网红”一天暴跌2000亿！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 20:41 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b><strong>正商参阅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“特斯拉正成为全球资本市场波动最剧烈的公司。”投资家作者|Steven“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。据The Information最新数据显示，特斯拉过去...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03f3d0c168656a3e6eb4245c3c31ff40","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021060520421879c27610&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2141283826","content_text":"“特斯拉正成为全球资本市场波动最剧烈的公司。”投资家作者|Steven“火里火来，水里水去。”特斯拉正成为全球资本市场波动最剧烈的公司。隔夜，大洋彼岸，全球市值最高电动汽车巨头特斯拉又遭遇了美股惊魂一夜。受中国月度净订单销量暴跌及多重利空因素影响，特斯拉股价再度大跌，截至美股收盘，特斯拉跌超5%，市值蒸发310亿美元（约2000亿元人民币）。据The Information最新数据显示，特斯拉过去一两个月遭遇了前所未有的销量重挫：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。此外，特斯拉还遭遇了消费者多方投诉、强烈抗议及官方批评。曾经被冠以“全球最牛电动汽车”的特斯拉遭遇了口碑大滑坡，进而传至全球资本市场引发连锁巨震，对特斯拉在全球最大电动汽车市场所捧出来的“神级”地位产生了动摇。对外号称要拿下“全球市场”的马斯克，正被全球“反噬”。一瑞信知名分析师Dan Levy在一份报告中指出，“4月份，是特斯拉的梦魇。其在全球电动汽车市场销量大幅下滑，市场份额已从3月份的29%下降至11%，可能创出历史最低。”在中国，特斯拉市场占有率从3月份的19%降至4月份的8%；欧洲，从3月份的22%降至4月份的2%；即便美国本土，特斯拉同样衰弱明显，从3月份的72%降至4月份的55%。相比美国、欧洲，中国无疑是特斯拉最具活力且最大的市场。然而，从其销量表现上看，中国消费者似乎回归冷静。需要注意的是，特斯拉虽然市场占有率下滑，全球电动车的销量增速并没放缓。统计数据显示：全球电动车销量4月占新车总销量的6.1%，该数值远超过去增速。这个被全球无限“宠溺”的“超级网红”显然已褪去“神级光环”。其中有一个不可忽视的问题在于，特斯拉汽车安全方面的连环“暴雷”。今年4月份的中国上海车展上，一名女性抗议者声称她的特斯拉刹车失灵，导致一起事故，特斯拉拒绝沟通解决问题。这个事件虽后续得到解决，但伴随特斯拉安全隐患问题层出不穷。可不管出现何种问题，哪怕连遭媒体质疑、曝光，特斯拉及高管回应态度几乎一致。在很多网友及消费者看来，“太极式回答”并没有解决任何问题。同样的问题还出现在美国本土。美国国家公路交通安全管理局公布的文件显示，特斯拉正在召回5974辆电动车，原因是制动卡钳螺栓可能会松动，这可能导致轮胎失压并增加碰撞风险。自愿召回的车辆包括特定的2019-2021年Model 3车型和2020-2021年Model Y车型。回应态度如出一辙。特斯拉方面表示，已经向一些车主发送了电子邮件，该邮件基本上解释了制动卡钳螺栓可能没有按照“正确的规格”固定。“特斯拉表示这个问题没有造成任何撞车事故或人员伤亡。”“没有造成伤亡=没有什么问题。”如此冠冕堂皇的说辞，连美国人自己都不买账。美国车主在Twitter表示，“特斯拉不负责任的言行应该被全球消费者抵制，不断推高的资本泡沫、创造出来的巨大财富让马斯克变得肆意妄为、有恃无恐。”二的确，在过去1年多时间里，特斯拉绝对是全球资本市场最瞩目的巨星。股价直线上升，涨幅超过700%，市值超过7000亿美元，屡登各大财经报刊头版。一个发展不过10年来的新能源汽车品牌竟然“干掉”拥有超长历史的大众、丰田。美国首富贝索斯曾经保持3年不动摇的首富战绩，让一个搞电动车的轻松超越了。还掀起一股全球电动车“投资热潮”，“只要投资电动车不管买股票还是基金，都能发大财。”马斯克收获了巨大财富与粉丝及“追随者”让他具备了有恃无恐的资本。而促成这一系列结果的原因，很大一分部来自中国网民及消费者的恩宠。如果把时间轴回拨几年会发现，中国人真是太宠溺特斯拉了。2018年时，这家公司并没现在的辉煌，在美国本土甚至被认为是一家即将破产的公司，“美国创业失败案例之一”多档节目爆料，“马斯克和特斯拉一路亏损，穷途末路。”马斯克还跟美国证监会闹崩了。他不得已，四处借钱，大谈私有化。压力山大的他，被指一度出现精神问题，不得已靠吸食大麻缓解压力。美国本土失败的马斯克，在多个公开场合都不愿提及特斯拉，只愿聊些“宇宙科幻”。中国上海却站了出来，伸出援手，以给地、低息贷款等优惠政策，拯救了疲惫不堪的马斯克。他经常在发布会上翩翩起舞，整个人像打了鸡血一般，夸夸其谈。中国网民同样给予特斯拉强大支持，使得特斯拉成了中国第一个“不靠水军也能水起来的外资企业”。国内大佬李斌和他的蔚来汽车当时就没那么幸运了，为特斯拉工厂顺利落地，上海取消了蔚来汽车的建厂计划。让李斌一度四处在各大论坛峰会“抱怨”山穷水尽，需要融资止血。本来需要2年才能建好的工厂，“中国速度”357天神奇搞定。特斯拉曾在财报中透露“上海工厂价值有多大”：能比美国本土的生产成本低65%！在第一波国产特斯拉投入市场的那一刻，马斯克及中国网友、车主几乎进入沸腾状态。仅2019一年，中国车主就为特斯拉贡献了13%的全球销量。说“中国速度”救活特斯拉，毫不夸张。遥想，2019年可是全球汽车寒冬期，特斯拉竟能“一骑绝尘”。三2019年之后，每天都有关于特斯拉的新闻，2020年，该公司股价“雄冠全球”。任何股票在特斯拉面前都“不值一提”，任何车在特斯拉面前都“不值一比”。特斯拉掀起的全球电动车投资风，更为“恐怖”。作者身边的“投资小白”，在支付宝买个新能源车基金一年赚了150%。那些在产业链做投资的人，赚的荷包满满。不管是搞锂电池，还是卖配件，都能在特斯拉鲶鱼效应带动下爆发，比如与特斯拉合作标续Model 3磷酸铁锂电池的宁德时代，股价冲高，彼时，市值一度接近万亿元。实际上，过快的股价增长有时候未必是件好事，很容易让一家公司迷失方向。2020年，特斯拉遭遇过不少质疑，但与疯狂造富运动相比，质疑声掉入星辰大海。前台股价飙升，后台销量猛增。1年时间，特斯拉卖掉49.95万台车，电动汽车市场占有率达到16.1%。其中，Model 3凭借365240辆的销量战绩，成为“全球最畅销电动汽车”。财务数据方面，特斯拉2020年营收315.36亿美元，毛利润66.3亿美元，调整后息税前利润58.17亿美元，归属于普通股股东净利润7.21亿美元。2019年，特斯拉归属普通股股东净利润还是-8.62亿美元，一年由负转正。中国稳居特斯拉全球销量NO.1，占比超过30%，没有中国人宠溺，特斯拉根本疯不起来。马斯克心里清楚，中国人不仅救了他，还让他暴富。为更大幅度刺激消费、拉升业绩、助推市值迈向新台阶，2021年元旦那天，国产Model Y问世，马斯克身价很快超越了贝索斯。首富马斯克随即开启急速扩张模式，欧洲建厂，决心“称霸全球”。他拿出15亿美元买入比特币，为币圈“代言”。马斯克一系列疯狂举动，开始让全球资本“反感”，它们热捧的汽车巨头，越来越我行我素，不着边际。2021年，中国春节过后，特斯拉股价猛跌、蒸发千亿美元。国内相关概念、基金，跟着一泻千里。即便如此，中国网民还在宠溺特斯拉“股价很快就反弹，你们等着打脸吧”。直到围绕特斯拉的安全事件接连“暴雷”，“又一辆特斯拉车出问题了。”四一边问题频出，一边炒币，一边调价，一边惹怒美国证监会，马斯克真是一点没闲着。他多次上调特斯拉产品价格，引的全球消费者接连炮轰。他声称价格调整来自全球芯片短缺、原材料价格暴涨，但不少网民终于调转风向认为，“价格上涨并没有带来匹配的服务”。或许是女车主在上海车展那惊心一闹，让“装睡的人清醒”，中国网民开始反击。“气的”特斯拉增设“特斯拉法务部”营业，突开多个账号称“互联网不是法外之地。”左手激怒中国网民，又手就捅到美国证监会头上。美国证券监管机构6月1日对特斯拉表示，“马斯克在Twitter两次违反了法庭命令。”互联网的确不该是法外之地。2018年，马斯克在Twitter上表示自己有意将特斯拉私有化，交易金额将达到720亿美元，并且声称“锁定了私有化所需的资金”，被美国证监会定性为欺诈罪，将特斯拉告上法庭。随后双方达成和解，和解条件包括：特斯拉要监管马斯克的Twitter使用行为，如果马斯克想要发布任何有关该公司重大决策内容，特斯拉需事先进行审查。特斯拉和马斯克似乎都没有把这则协议当一回事，美国证监会在发给特斯拉的信件中明确表示，“马斯克在签下声明后，仍然继续违反监控条款，公开嘲讽美国证监会。”一位美国证监会高级官员所签署的信函显示，“特斯拉违反了法院命令，未能履行其职责。”目前尚不清楚监管是否会对特斯拉或马斯克采取进一步行动。随着特斯拉在全球获得极高关注度，马斯克个人IP影响力辐射全球，他在Twitter粉丝数量超过5400万，同时在中国拥有一批无法统计的粉丝。美国媒体表示，马斯克影响力直逼号称“推特治国”的特朗普。全球粉丝追捧、资本爆炒、让他越发肆无忌惮。他的言论在资本市场可谓呼风唤雨，直接能左右股价、比特币等虚拟货币价格走势。人不是神，耐性终归有限，资本市场亦不例外，当一个人过度膨胀时，往往会带来与之相反的结果，从4月份开始特斯拉在全球口碑下滑，销量大减：3月份时，月度净订单2.1万个，4月份1.8万个，5月份直接跌破1万，约9800个，销量暴跌近50%。特斯拉从“神坛”跌落，再遭资本市场暴击：一夜市值蒸发310亿美元。这与特斯拉若大市值盘子相比，犹如一颗水滴。但马斯克与特斯拉若不及时“醒悟”，“水滴也能穿石”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
