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丛郁
2021-08-26
666
蔚来、小鹏推高供应商业绩,智能驾驶零部件已成红海
丛郁
2021-08-19
666
蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声
丛郁
2021-08-18
666
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href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱营收为33.38亿元,同比增长44.13%;智能驾驶营收为5.71亿元,同比增长182.68%;网联服务及其他营收为1.74亿元,同比增长121.30%。</p><p>然而,资本市场却并未给予德赛西威的业绩增长以好的反馈,该公司股价已从今年7月120元每股的高位,下滑至90元区间。截至8月26日上午收盘,德赛西威91.93元每股,下跌1.47%。</p><p>事实上,由于智能驾驶和智能座舱等产品的商业化落地,今年上半年德赛西威的营业收入和净利润均实现了较高增长。智能座舱也成为德赛西威最主要的营收来源,今年上半年营收占总营收的比重达到了81.75%;而同期的智能驾驶业务和网联服务等占比也较往年有所提升。</p><p>AI财经社了解到,德赛西威智能座舱以及智能驾驶相关业务的快速增长,与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏等新造车势力的合作密不可分。根据乘联会公布的数据显示,蔚来、小鹏、理想在今年1-7月份的累计交付量分别为125528台、38778台,38743台。</p><p>早在2017年末,蔚来官方对ES8的车身配置做了详细讲解,其中就包括由德赛西威提供的车规级全高清多点触摸屏。之后在2018年,德赛西威在投资者互动平台上透露,公司与蔚来汽车有业务上的合作。虽然并未明确表明合作的业务范围,但也从侧面说明德赛西威在蔚来上市前就已经有过部分合作。</p><p>紧接着在2018年,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>宣布与德赛西威合作,共同研L3级别的自动驾驶系统,并在2020年实现L3级自动驾驶量产落地。这次合作共同研发的L3级别自动驾驶系统将提供低速代客泊车、中速塞车辅助巡航、以及高速代驾三大智能驾驶功能,而小鹏汽车也成为国内首家预定德赛西威最新款自动驾驶域控制器的主机厂。</p><p>今年5月,德赛西威表示,IPU03自动驾驶域控制器已在小鹏汽车的车型上配套量产,并将配套其他车型。而根据德赛西威最新透露的消息,基于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Orin芯片的下一代自动驾驶域控制器IPU04已与<a href=\"https://laohu8.com/S/LI\">理想汽车</a>展开合作,公司将着力推进其快速规模化量产。</p><p>即便和新造车势力的合作进行的如火如荼,但德赛西威还是面临着越来越激烈的市场竞争。同赛道的竞争公司里,如<a href=\"https://laohu8.com/S/600741\">华域汽车</a>、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>以及<a href=\"https://laohu8.com/S/002906\">华阳集团</a>等都对德赛西威构成了挑战。</p><p>以去年的营收入为例,2020年德赛西威的营业收入为67.99亿元,华域汽车、均胜电子和华阳集团分别为1335.78亿元、478.90亿元和33.74亿元。同时,华域汽车隶属于上汽股份有限公司,依靠强大的母公司助力,其客户除了上汽之外,还涵盖了一汽大众、长安福特、神龙汽车、华晨汽车等众多车企。而均胜电子和华阳集团在智能座舱和智能驾驶上的竞争力与德赛西威不相上下,甚至在个别业务板块还更胜一筹。</p><p>抛开同赛道的竞争对手,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、小米以及华为等互联网科技巨头的入局也使得这个细分领域的竞争更加激烈。今年上海国际车展上,华为宣布入局智能座舱和智能驾驶领域,将自身定位为“智能汽车的零部件供应商”,其目前的业务也基本覆盖了德赛西威所有相关的业务领域。华为这种全链路式的能力让传统供应商如芒在背,就连德赛西威研究院院长黄力也不得不承认,“不担心是假的”。</p><p>此外,以德赛西威为代表的传统供应商也面临着新势力带来的“自研风”,随着汽车与互联网的深度融合,其垂直供应链的边界也越加模糊。新造车更倾向于自己做垂直整合,导致传统供应商的生存空间势必遭到挤压。</p><p>未来,国内汽车电子行业的竞争只会越来越激烈,传统供应商能否突出重围实现业绩的拐点,现在还是未知答案。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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蔚来、小鹏推高供应商业绩,智能驾驶零部件已成红海\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 12:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|AI财经社 韩玲编辑|冒诗阳8月23日晚间,德赛西威(SZ 002920)发布了2021年半年度报告。报告显示,德赛西威总营业收入为40.83亿元,同比增长57.25%;归属于上市公司股东的净利润为3.7亿元,同比增长61.01%。其中,旗下智能座舱营收为33.38亿元,同比增长44.13%;智能驾驶营收为5.71亿元,同比增长182.68%;网联服务及其他营收为1.74亿元,同比增长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&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/31b71d696bed7d7f2622aa052fa49f99","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108261224267c33bd4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162690110","content_text":"文|AI财经社 韩玲编辑|冒诗阳8月23日晚间,德赛西威(SZ 002920)发布了2021年半年度报告。报告显示,德赛西威总营业收入为40.83亿元,同比增长57.25%;归属于上市公司股东的净利润为3.7亿元,同比增长61.01%。其中,旗下智能座舱营收为33.38亿元,同比增长44.13%;智能驾驶营收为5.71亿元,同比增长182.68%;网联服务及其他营收为1.74亿元,同比增长121.30%。然而,资本市场却并未给予德赛西威的业绩增长以好的反馈,该公司股价已从今年7月120元每股的高位,下滑至90元区间。截至8月26日上午收盘,德赛西威91.93元每股,下跌1.47%。事实上,由于智能驾驶和智能座舱等产品的商业化落地,今年上半年德赛西威的营业收入和净利润均实现了较高增长。智能座舱也成为德赛西威最主要的营收来源,今年上半年营收占总营收的比重达到了81.75%;而同期的智能驾驶业务和网联服务等占比也较往年有所提升。AI财经社了解到,德赛西威智能座舱以及智能驾驶相关业务的快速增长,与蔚来、小鹏等新造车势力的合作密不可分。根据乘联会公布的数据显示,蔚来、小鹏、理想在今年1-7月份的累计交付量分别为125528台、38778台,38743台。早在2017年末,蔚来官方对ES8的车身配置做了详细讲解,其中就包括由德赛西威提供的车规级全高清多点触摸屏。之后在2018年,德赛西威在投资者互动平台上透露,公司与蔚来汽车有业务上的合作。虽然并未明确表明合作的业务范围,但也从侧面说明德赛西威在蔚来上市前就已经有过部分合作。紧接着在2018年,小鹏汽车宣布与德赛西威合作,共同研L3级别的自动驾驶系统,并在2020年实现L3级自动驾驶量产落地。这次合作共同研发的L3级别自动驾驶系统将提供低速代客泊车、中速塞车辅助巡航、以及高速代驾三大智能驾驶功能,而小鹏汽车也成为国内首家预定德赛西威最新款自动驾驶域控制器的主机厂。今年5月,德赛西威表示,IPU03自动驾驶域控制器已在小鹏汽车的车型上配套量产,并将配套其他车型。而根据德赛西威最新透露的消息,基于英伟达Orin芯片的下一代自动驾驶域控制器IPU04已与理想汽车展开合作,公司将着力推进其快速规模化量产。即便和新造车势力的合作进行的如火如荼,但德赛西威还是面临着越来越激烈的市场竞争。同赛道的竞争公司里,如华域汽车、均胜电子以及华阳集团等都对德赛西威构成了挑战。以去年的营收入为例,2020年德赛西威的营业收入为67.99亿元,华域汽车、均胜电子和华阳集团分别为1335.78亿元、478.90亿元和33.74亿元。同时,华域汽车隶属于上汽股份有限公司,依靠强大的母公司助力,其客户除了上汽之外,还涵盖了一汽大众、长安福特、神龙汽车、华晨汽车等众多车企。而均胜电子和华阳集团在智能座舱和智能驾驶上的竞争力与德赛西威不相上下,甚至在个别业务板块还更胜一筹。抛开同赛道的竞争对手,百度、滴滴、小米以及华为等互联网科技巨头的入局也使得这个细分领域的竞争更加激烈。今年上海国际车展上,华为宣布入局智能座舱和智能驾驶领域,将自身定位为“智能汽车的零部件供应商”,其目前的业务也基本覆盖了德赛西威所有相关的业务领域。华为这种全链路式的能力让传统供应商如芒在背,就连德赛西威研究院院长黄力也不得不承认,“不担心是假的”。此外,以德赛西威为代表的传统供应商也面临着新势力带来的“自研风”,随着汽车与互联网的深度融合,其垂直供应链的边界也越加模糊。新造车更倾向于自己做垂直整合,导致传统供应商的生存空间势必遭到挤压。未来,国内汽车电子行业的竞争只会越来越激烈,传统供应商能否突出重围实现业绩的拐点,现在还是未知答案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838011148,"gmtCreate":1629357754084,"gmtModify":1676530013663,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838011148","repostId":"2160517887","repostType":2,"repost":{"id":"2160517887","kind":"news","pubTimestamp":1629342240,"share":"https://ttm.financial/m/news/2160517887?lang=&edition=fundamental","pubTime":"2021-08-19 11:04","market":"us","language":"zh","title":"蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声","url":"https://stock-news.laohu8.com/highlight/detail?id=2160517887","media":"界面新闻","summary":"蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声8月12日,美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后,发生交通事故,不幸逝世。不仅使蔚来处于舆论漩涡,也引发外界对辅助驾驶与自动驾驶的讨论。对此,蔚来方面人士回应称,NOP领航辅助并不是自动驾驶,后续有结果,将会向外界同步信息。尽管该事件引发外界对自动驾驶的质疑,甚至业内出现取消自动驾驶的声音,但他坚信自动驾驶的前景光明。","content":"<div>\n<p>原标题:蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声8月12日,美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后,发生交通事故,不幸逝世。不仅使蔚来处于舆论漩涡,也引发外界对辅助驾驶与自动驾驶的讨论。美一好发出的讣告显示,林文钦在驾驶蔚来ES8汽车启用自动驾驶功能(NOP领航状态)后,在沈海高速涵江段发生交通事故后逝世。言下之意是,美一好方面认为,此次事故与蔚来自动驾驶功能(NOP...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b\">Web Link</a>\n\n</div>\n","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\" 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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蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 11:04 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声8月12日,美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后,发生交通事故,不幸逝世。不仅使蔚来处于舆论漩涡,也引发外界对辅助驾驶与自动驾驶的讨论。美一好发出的讣告显示,林文钦在驾驶蔚来ES8汽车启用自动驾驶功能(NOP领航状态)后,在沈海高速涵江段发生交通事故后逝世。言下之意是,美一好方面认为,此次事故与蔚来自动驾驶功能(NOP...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&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/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"02015":"理想汽车-W","LI":"理想汽车","03601":"鲁大师","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108191123127d507eb6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160517887","content_text":"原标题:蔚来“自动驾驶”事件引起争议,李想、周鸿祎、沈晖接连发声8月12日,美一好创始人林文钦驾驶蔚来ES8启用自动驾驶功能后,发生交通事故,不幸逝世。不仅使蔚来处于舆论漩涡,也引发外界对辅助驾驶与自动驾驶的讨论。美一好发出的讣告显示,林文钦在驾驶蔚来ES8汽车启用自动驾驶功能(NOP领航状态)后,在沈海高速涵江段发生交通事故后逝世。言下之意是,美一好方面认为,此次事故与蔚来自动驾驶功能(NOP领航状态)有关。林文钦好友林伟伟也表示,“林文钦认为自动驾驶是电动车和油车的区别,自动驾驶是他买这辆车的核心。”林伟伟透露,林文钦在购买蔚来前多次向蔚来销售人员询问自动驾驶,但蔚来销售人员均未正面回答,而是分享最近销售记录,并炫耀“中午定了好多台”。对此,蔚来方面人士回应称,NOP领航辅助并不是自动驾驶,后续有结果,将会向外界同步信息。我也注意到,蔚来方面曾多次声明,NOP领航辅助不等于自动驾驶。比如,去年蔚来自动辅助驾驶负责人章健勇在《领航辅助(NOP)使用指南》一文中写道,“大家绝对不能把NOP等同于自动驾驶。NOP仍然是一种辅助驾驶功能,且随时可能在无法满足工作条件的情况下退出。”说白了,NOP领航辅助并不等于自动驾驶,尚未没有达到自动驾驶应该具备的功能,只能作为一种辅助功能使用,离自动驾驶还很远。但怪就怪在,蔚来在宣传时,使用户容易产生这就是自动驾驶的错觉,似乎有误导用户的嫌疑。换言之,目前自动驾驶还不成熟,用户对于如何使用智能驾驶、受到哪些限制,往往不能正确、全面理解,汽车厂商在大肆宣传不成熟的自动驾驶功能时,无形中让用户对汽车功能产生误解。而一旦产生误解,代价可能就是宝贵的生命,决定汽车厂商必须慎之又慎,不能只顾商业利益,而对用户生命缺乏足够的敬畏。事实上,目前市场上销售的量产车型中,最高级别仅能做到L2。当然,有部分车企在宣传上有意打擦边球,将自身驾驶辅助功能定义为L2.5甚至L2.9,但至今没有任何一家车企公开宣布量产车已达到L3级别。一个重要的原因在于,由L2到L3是自动驾驶技术研发道路上风险最大的一次跃升,目前车企在技术上无法做到100%保险。因此,在自动驾驶尚未完全成熟的情况下,过度依赖自动驾驶是有风险的,用户应对自动驾驶潜在风险保持清醒的认识,并具备主动学习和安全相关的交通意识。同时,针对自动驾驶,汽车厂商要理性宣传,而不是过度宣传,提前且充分告知用户相关风险,避免让用户陷入认知误区。鉴于蔚来是造车新势力头部玩家,发生伤亡事故后,顿时引发行业热议。理想汽车掌门人李想在朋友圈发文,呼吁媒体和行业机构统一自动驾驶的中文名词标准,避免夸张地宣传造成用户使用的误解。“L2、L3什么的用户听不懂,建议统一名称:L2=辅助驾驶;L3=自动辅助驾驶;L4=自动驾驶;L5=无人驾驶。一个多余的中文字也不要有,避免夸张地宣传造成用户使用的误解。在推广上克制,在技术上投入,对用户、行业、企业都长期有利。”李想说道。他的建议得到哪吒汽车投资人、360掌门人周鸿祎的高度认可,“人工智能不是营销话术,没有那么神奇,自动驾驶无人驾驶还有很多路要走很多坑要填,不能为了营销误导用户。L2到L5都是行业黑话自娱自乐,应该变成普通用户可以望文生义的简单概念。”威马汽车掌门人沈晖则表示,L2级别辅助驾驶功能,驾驶员是功能操作主体,也是责任主体;L4以上级别自动驾驶功能,车内无人状态下,操作主体是车辆本身,责任主体当归属主机厂。尽管该事件引发外界对自动驾驶的质疑,甚至业内出现取消自动驾驶的声音,但他坚信自动驾驶的前景光明。沈晖表示,在通往自动驾驶的路上,或许会因为种种黑天鹅时刻而暂缓,但再多荆棘都只会是插曲,对于方向的探索和技术的研发永远不会停止,也不应该停止。就像蒸汽汽车会战胜四轮马拉的驿车一样,历史的车轮永远向前。他直言,没人在现阶段有能力做到全场景自动驾驶,包括威马。技术瓶颈就像暗疾,更早暴露是件好事,在技术方案不成熟之前可以趁早找到替代预案,没什么能够凌驾生命之上。“在尊重生命的根本原则之上,我们需要那些激进的技术先锋者,去创新、去实践、去变革。”我认同沈晖的观点,自动驾驶大势所趋,不会因为一两起事故就中断甚至停止,伤亡事故的发生固然不幸,但会促使汽车厂商审视、反思自身的技术缺陷,从而不断优化、迭代、完善技术,带来更安全、更便捷的驾驶体验。当自动驾驶越来越安全,本身就是尊重生命的体现,只不过这条路注定道阻且长。换言之,发生悲剧后,别对自动驾驶因噎废食,请不要失去对新技术的信心与善意,多给予一些“发芽开花”的时间,让自动驾驶来证明自己。做个小调查:你是否看好自动驾驶的未来?责任编辑:王翔","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831983839,"gmtCreate":1629279643821,"gmtModify":1676529989235,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831983839","repostId":"2160700780","repostType":2,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":810801732,"gmtCreate":1629958593626,"gmtModify":1676530184265,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810801732","repostId":"2162690110","repostType":2,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838011148,"gmtCreate":1629357754084,"gmtModify":1676530013663,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/838011148","repostId":"2160517887","repostType":2,"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831983839,"gmtCreate":1629279643821,"gmtModify":1676529989235,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"themes":[],"h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16:13","market":"hk","language":"zh","title":"美股异动 | 新能源汽车股盘前上涨,理想汽车(LI.US)涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2160700780","media":"智通财经","summary":"智通财经APP获悉,8月18日(周三)美股盘前,新能源汽车板块上涨。截至北京时间16:13,理想汽车涨2.39%;小鹏汽车涨2.17%;蔚来涨1.71%;特斯拉涨0.59%。近期,Wedbush Securities分析师Dan Ives发表研报表示,其“绿色浪潮”理论仍在发挥作用,预计到2025年电动汽车将占汽车总销量的10%,到2030年将上升至20%。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","content":"<html><body><p>智通财经APP获悉,8月18日(周三)美股盘前,新能源汽车板块上涨。截至北京时间16:13,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI.US)涨2.39%;<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV.US)涨2.17%;<a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO.US)涨1.71%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)涨0.59%。</p><p>近期,Wedbush Securities分析师Dan Ives发表研报表示,其“绿色浪潮”理论仍在发挥作用,预计到2025年电动汽车将占汽车总销量的10%,到2030年将上升至20%。</p><p>另外,惠誉认为,电动汽车在美国的应用将继续落后于中国和一些欧洲国家,因为这些地区的电动汽车销售目标和激励措施比美国制定的更完善。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-08-18 16:13 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/537949.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,8月18日(周三)美股盘前,新能源汽车板块上涨。截至北京时间16:13,理想汽车(LI.US)涨2.39%;小鹏汽车(XPEV.US)涨2.17%;蔚来(NIO.US)涨1.71%;特斯拉(TSLA.US)涨0.59%。近期,Wedbush Securities分析师Dan Ives发表研报表示,其“绿色浪潮”理论仍在发挥作用,预计到2025年电动汽车将占汽车总销量的10%,到...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/537949.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/537949.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160700780","content_text":"智通财经APP获悉,8月18日(周三)美股盘前,新能源汽车板块上涨。截至北京时间16:13,理想汽车(LI.US)涨2.39%;小鹏汽车(XPEV.US)涨2.17%;蔚来(NIO.US)涨1.71%;特斯拉(TSLA.US)涨0.59%。近期,Wedbush Securities分析师Dan Ives发表研报表示,其“绿色浪潮”理论仍在发挥作用,预计到2025年电动汽车将占汽车总销量的10%,到2030年将上升至20%。另外,惠誉认为,电动汽车在美国的应用将继续落后于中国和一些欧洲国家,因为这些地区的电动汽车销售目标和激励措施比美国制定的更完善。预计电动汽车的利润率最早可能在2025年开始接近燃油汽车的利润率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}