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Stareyes

Stareyes

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2021-06-20

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2021-06-17

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2021-06-11

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2021-05-20

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2021-05-14

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2021-05-05

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2021-05-05

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2021-05-04

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2021-04-29

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2021-04-28

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2021-04-25

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游乐场电商，竭泽而渔？

2021-04-25

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2021-04-25

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2021-04-19

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Corporation(OCGN)$hhhhhhh","images":[{"img":"https://static.tigerbbs.com/33322395aaed2e7dd7b5ac4de876f45d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100657867","isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":375636609,"gmtCreate":1619330703501,"gmtModify":1704722566340,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375636609","repostId":"2130367988","repostType":4,"repost":{"id":"2130367988","kind":"news","pubTimestamp":1619329295,"share":"https://ttm.financial/m/news/2130367988?lang=&edition=fundamental","pubTime":"2021-04-25 13:41","market":"sh","language":"zh","title":"游乐场电商，竭泽而渔？","url":"https://stock-news.laohu8.com/highlight/detail?id=2130367988","media":"周天财经","summary":"四月上旬，抖音电商在广州开办大会，提出了一个「兴趣电商」的新定位。\n作为最近几年最成功的互联网产品，日活用户超过 6 亿的抖音，一举一动都备受业界关注，在电商领域举起兴趣大旗自然也不例外。\n周天财经在","content":"<p>四月上旬，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>电商在广州开办大会，提出了一个「兴趣电商」的新定位。</p>\n<p>作为最近几年最成功的互联网产品，日活用户超过 6 亿的抖音，一举一动都备受业界关注，在电商领域举起兴趣大旗自然也不例外。</p>\n<p><b>周天财经在此前曾撰文分析，其实所谓兴趣电商，和直播电商等概念，并无本质不同，无非是「兴趣」一词更贴合抖音「美好生活」的宣传框架，同时更侧重推荐算法分发，找到用户潜在需求的内涵。</b></p>\n<p>电商可能是互联网主要赛道里面最符合「红海」定义的，对商家、对平台都是如此。</p>\n<p>商家们前赴后继，运营活动全年无休，忙了一年最后甚至惨惨打平成本的案例，也颇为普遍。</p>\n<p>稳坐钓鱼台的平台，也不存在。</p>\n<p>四五年前人们还在讨论阿里<a href=\"https://laohu8.com/S/JD\">京东</a>双极并立，结果角落里的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>迅速起势，到了这两年，抖音、快手也都想要登台唱戏。</p>\n<p>CNNIC 数据显示，2020 年中国网购人群达到 7.1 亿人，目前网购用户渗透率达到近 80%，国内实物商品网上零售额占到社会消费品零售总额比重达到了 25.2%。</p>\n<p><b>大环境摆在这，平台们都有各自生意的基本盘，也都眼馋其他人的饭碗。</b></p>\n<p>借助流量上的巨大势能，抖音电商业务的增长很快，根据「晚点 LatePost」报道，抖音电商 2020 年全年 GMV 已经超过 5000 亿元。</p>\n<p>尽管和淘宝天猫有着十多倍的巨大差距，不在一个数量级，但作为从短视频切入电商赛道的新物种，抖音电商说到底是抖音下面的一条业务线：它很重要，但没有「养家糊口」的包袱。</p>\n<p><b>「兴趣电商」这张牌，一方面是建立在抖音算法及短视频娱乐属性的基础上，有差异竞争的味道，但在另一方面，兴趣电商的隐忧可能也随之埋下。</b></p>\n<p>这篇文章就是想展开聊聊这一点。</p>\n<p><b>01 看起来很美的「游乐式购物」</b></p>\n<p>抖音电商总裁康泽宇曾谈到，兴趣电商类似于逛街，早期的大众消费时代，人们主要还是追求必需消费品，《你好李焕英》里面买电视还得靠抽签是供不应求的写照。</p>\n<p>随着技术进步带来的生产效率提升，以及民众收入水平上升带来的消费偏好改变，整个经济结构从制造业为主体到服务业为主体，消费者的必需品消费已经得到满足，开始追求更多附加价值。</p>\n<p>抖音所谓「基于人们对美好生活的向往」的兴趣电商，说的就是这件事——<b>娱乐属性是抖音电商差异性的一个基石来源。</b></p>\n<p>市场上也有一些评论认为：抖音办电商，就像是在游乐场里有各种各样的商铺，短视频娱乐，直播购物，用户可以边娱乐边买，是符合未来的消费形态。</p>\n<p>如果只看游乐场购物的部分，逻辑确实说得通。</p>\n<p>日本作为发达国家已经走到这个阶段，作为东亚邻国，文化上也多有相近，很值得参考。</p>\n<p>现在网络购物渠道在日本也很发达，但日本的实体商业依然做得很好，<b>原因就在于打造了一种边玩边逛的综合体验。</b></p>\n<p>在「智纲智库」的一篇文章中就介绍到，日本东京郊外的露天零售广场 Garden Walk，就是一座以花为主体的商场，屋顶是花瓣形的，喷泉是郁金香形的，购物中心里面也到处都是鲜花，很受女性顾客欢迎。</p>\n<p><img src=\"https://static.tigerbbs.com/8dc7bf0eba2c26925273cf724f1d6a3a\" tg-width=\"1024\" tg-height=\"681\" referrerpolicy=\"no-referrer\"></p>\n<p>还有一家名为 NeWoman 的购物中心，专门主打为女性服务，不但涵盖了餐厅、咖啡馆、美发沙龙，甚至还引入了东京大学医学部的一个附属妇科诊所。</p>\n<p>目前中国国内的线下商业，还没有做到日本这样的细致体验，仍然处在餐饮、娱乐、零售简单综合的阶段。但日本零售的现在，很可能就是我们的未来。</p>\n<p>故事确实很美好，但回到抖音的兴趣电商上来，还能讲得通吗？</p>\n<p>也许不太乐观。</p>\n<p><b>原因在于：直播电商再大，也是在手机上的方寸之间，而实体商业是让人设身处地的体验。这是截然不同的两码事。</b></p>\n<p>更具体一点来说，你在<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>里面逛商铺，买冰激凌，你知道自己还在迪士尼里面，听觉触觉嗅觉都在迪士尼营造的梦幻泡泡中，而你在抖音刷到一个卖货的直播间，对你来说这个直播间界面就是全部。</p>\n<p>好，你或许可以刷到好玩的短视频，又回到游乐设施里，但有个问题还是无法回避：填充率。往下划<b>是短视频，再下一个可能又是卖货的直播间。货摊不应比景点还多，否则就是本末倒置。</b></p>\n<p>看过直播带货的用户应该知道，即便不去和短视频相比，直播间本身也没有什么乐趣可言。主播大声叫卖，动作夸张，用各种手段制造紧迫感让人下单，实际体验还不如一个安安静静的货架供人挑选。</p>\n<p>人们去逛西湖、逛五台山佛光寺、逛成都文殊院是觉得有意思、景致好、建筑精巧，但如果进到里面发现到处都是卖东西、摆地摊的，吆喝叫卖声此起彼伏，相信游玩体验不会太美好。</p>\n<p>目前抖音大力推广电商取得了不错成效，这证明了刷短视频的一部分用户也是愿意掏钱买东西的，但也仅仅是一部分。</p>\n<p>游乐购物的逻辑局限将会使得这种转化不可能无限提高，甚至只能维持在一个比较低的水平，虽然日活高，但抖音实际购买用户的规模要少于淘宝、京东、拼多多等主流电商平台。何况直播电商本就难以锁定消费能力强，但也更重视时间价值以及品牌服务的中产及以上人群。</p>\n<p>而另一方面，峰值日活 7 亿的抖音，增长接近天花板已经是确定事件。蛋糕不会更大了。</p>\n<p><b>02 平台拿走了确定性，不确定性就留给了商家</b></p>\n<p>更大的问题在于产业端。</p>\n<p>上面的分析其实在讲的是短视频娱乐与电商带货，在娱乐属性上难以调和的问题。</p>\n<p><b>而当我们把目光放在抖音的电商部分，推荐算法造成的隐忧也就浮出了水面。</b></p>\n<p>商家其实不好干。</p>\n<p>目前抖音电商超过九成的 GMV 来自直播，其他一成由短视频和抖音店铺组成。未来怎么样不好说，但现在以及未来的很长一段时间，我们讨论抖音电商，基本等于讨论抖音的直播电商。</p>\n<p>和其短视频上的「宏观调控」类似，抖音直播的着眼点是它的总盘子：东边不亮西边亮，只要品牌商户参与者众多，每家奉献出一款单一爆品，平台上也能有着丰富的爆款产品库。</p>\n<p>但对于单一商家来说，却是不利的，商家有培养自己忠诚粉丝和推出多 SKU 产品线的需求，形成自己的产品矩阵，从而完成高粘性和高转化。</p>\n<p>于是，先期赔本，期待后期积累忠诚粉丝的路子，是今天商家促销的标准范式，但在兴趣电商的范畴内「此路不通」。</p>\n<p>由于平台掌握流量分发的主导权，商家赔本，赚吆喝的是平台。</p>\n<p>实际上，爆品本身就是在让商家不好做。</p>\n<p>因为在抖音上的所谓爆品，给商家留下的运营周期太短了。我们从一些行业人士处获悉，目前兴趣电商商品生命周期按场计算，普遍只有数日，上新当天就有可能卖爆。</p>\n<p>作为对比，主流平台的货品运营周期普遍在 30~60 天左右。</p>\n<p>超短周期下，商品单日销售额波动过大，虽然对推新品有好处，但是缺乏自然流量的售卖期，一旦没法售罄就对商家造成巨大库存压力。特别是对于销售服装的商家，本来 SKU 管理就更难，而且衣服只能应季销售，库存周转直接决定了盈亏问题。</p>\n<p>抖音中心化的流量分发，和高波动的销售模型，让商家没有办法将公域流量沉淀为店铺和自身的私域流量，用户形不成品牌心智，没有复购行为，黏性较低，那么商家自然也就很难长期经营。</p>\n<p>用户的记忆和情感，是和平台经济的记忆情感，而不是和品牌、商家的记忆情感。</p>\n<p><b>归根结底，当平台把最大的确定性拿走，那么就是把不确定性留给了一个个商家。</b></p>\n<p>有行业人士统计：抖音电商 Top 1000 名单超 8 成的商家营业额波动较大，87% 的 Top 1000 商家在过往 4 个月销售额曾下滑超过 20%。而从去年 11 月到今年 2 月份的销售数据显示，Top1000 名单的重合度仅 42%；特别是，能够实现长期连续稳定增长的商家仅占 13%，多数商家营业额如坐过山车。</p>\n<p>今年，一些商家接到抖音邀请签年框，但由于平台销售波动过大等原因，不少商家仍在观望之中。</p>\n<p><b>而像是目前直播电商普遍存在的退货率高、刷单等问题，抖音也还没有拿出令人满意的解决方案，而这将继续拖累商家的经营效率。</b></p>\n<p>现在进入到抖音的商家，普遍反馈，他们很多都是带着试试水的心态，听说抖音流量大就进来感受一下水位。我们前面也提到，抖音的用户增长已经基本见顶，高速增长所掩盖的问题，也必然会在新阶段集中暴露——比如达人主播抽佣越来越高，商家买量成本上升等。</p>\n<p><img src=\"https://static.tigerbbs.com/3de7da9b407560b8d87d1137590b8180\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p>\n<p>一位母婴商家在抖音用户增速较快的时期投放 ROI 能够达到 2 左右，但从去年下半年开始，总投放 ROI 已经跌到了 0.5~0.8，投放成本上升可见一斑。</p>\n<p>短期爆款和商家的长期价值，存在着难以调和的矛盾。仅仅是用低价品讨好用户端，却使得商户端低利润卖货，短期内确实能产生鸡血式销量增长，但如何不演变为「竭泽而渔」的故事，可能是今天的短视频巨头尤为需要加以注意的。</p>\n<p>游乐场电商面临的挑战，可能比想象的更加艰巨。</p>","source":"fenghuang_stock","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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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游乐场电商，竭泽而渔？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 13:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/85hvQIU18LX><strong>周天财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>四月上旬，抖音电商在广州开办大会，提出了一个「兴趣电商」的新定位。\n作为最近几年最成功的互联网产品，日活用户超过 6 亿的抖音，一举一动都备受业界关注，在电商领域举起兴趣大旗自然也不例外。\n周天财经在此前曾撰文分析，其实所谓兴趣电商，和直播电商等概念，并无本质不同，无非是「兴趣」一词更贴合抖音「美好生活」的宣传框架，同时更侧重推荐算法分发，找到用户潜在需求的内涵。\n电商可能是互联网主要赛道里面最...</p>\n\n<a href=\"https://tech.ifeng.com/c/85hvQIU18LX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/010be014bdac35d0941e58098f1d1cf2","relate_stocks":{"PDD":"拼多多","JD":"京东"},"source_url":"https://tech.ifeng.com/c/85hvQIU18LX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130367988","content_text":"四月上旬，抖音电商在广州开办大会，提出了一个「兴趣电商」的新定位。\n作为最近几年最成功的互联网产品，日活用户超过 6 亿的抖音，一举一动都备受业界关注，在电商领域举起兴趣大旗自然也不例外。\n周天财经在此前曾撰文分析，其实所谓兴趣电商，和直播电商等概念，并无本质不同，无非是「兴趣」一词更贴合抖音「美好生活」的宣传框架，同时更侧重推荐算法分发，找到用户潜在需求的内涵。\n电商可能是互联网主要赛道里面最符合「红海」定义的，对商家、对平台都是如此。\n商家们前赴后继，运营活动全年无休，忙了一年最后甚至惨惨打平成本的案例，也颇为普遍。\n稳坐钓鱼台的平台，也不存在。\n四五年前人们还在讨论阿里京东双极并立，结果角落里的拼多多迅速起势，到了这两年，抖音、快手也都想要登台唱戏。\nCNNIC 数据显示，2020 年中国网购人群达到 7.1 亿人，目前网购用户渗透率达到近 80%，国内实物商品网上零售额占到社会消费品零售总额比重达到了 25.2%。\n大环境摆在这，平台们都有各自生意的基本盘，也都眼馋其他人的饭碗。\n借助流量上的巨大势能，抖音电商业务的增长很快，根据「晚点 LatePost」报道，抖音电商 2020 年全年 GMV 已经超过 5000 亿元。\n尽管和淘宝天猫有着十多倍的巨大差距，不在一个数量级，但作为从短视频切入电商赛道的新物种，抖音电商说到底是抖音下面的一条业务线：它很重要，但没有「养家糊口」的包袱。\n「兴趣电商」这张牌，一方面是建立在抖音算法及短视频娱乐属性的基础上，有差异竞争的味道，但在另一方面，兴趣电商的隐忧可能也随之埋下。\n这篇文章就是想展开聊聊这一点。\n01 看起来很美的「游乐式购物」\n抖音电商总裁康泽宇曾谈到，兴趣电商类似于逛街，早期的大众消费时代，人们主要还是追求必需消费品，《你好李焕英》里面买电视还得靠抽签是供不应求的写照。\n随着技术进步带来的生产效率提升，以及民众收入水平上升带来的消费偏好改变，整个经济结构从制造业为主体到服务业为主体，消费者的必需品消费已经得到满足，开始追求更多附加价值。\n抖音所谓「基于人们对美好生活的向往」的兴趣电商，说的就是这件事——娱乐属性是抖音电商差异性的一个基石来源。\n市场上也有一些评论认为：抖音办电商，就像是在游乐场里有各种各样的商铺，短视频娱乐，直播购物，用户可以边娱乐边买，是符合未来的消费形态。\n如果只看游乐场购物的部分，逻辑确实说得通。\n日本作为发达国家已经走到这个阶段，作为东亚邻国，文化上也多有相近，很值得参考。\n现在网络购物渠道在日本也很发达，但日本的实体商业依然做得很好，原因就在于打造了一种边玩边逛的综合体验。\n在「智纲智库」的一篇文章中就介绍到，日本东京郊外的露天零售广场 Garden Walk，就是一座以花为主体的商场，屋顶是花瓣形的，喷泉是郁金香形的，购物中心里面也到处都是鲜花，很受女性顾客欢迎。\n\n还有一家名为 NeWoman 的购物中心，专门主打为女性服务，不但涵盖了餐厅、咖啡馆、美发沙龙，甚至还引入了东京大学医学部的一个附属妇科诊所。\n目前中国国内的线下商业，还没有做到日本这样的细致体验，仍然处在餐饮、娱乐、零售简单综合的阶段。但日本零售的现在，很可能就是我们的未来。\n故事确实很美好，但回到抖音的兴趣电商上来，还能讲得通吗？\n也许不太乐观。\n原因在于：直播电商再大，也是在手机上的方寸之间，而实体商业是让人设身处地的体验。这是截然不同的两码事。\n更具体一点来说，你在迪士尼里面逛商铺，买冰激凌，你知道自己还在迪士尼里面，听觉触觉嗅觉都在迪士尼营造的梦幻泡泡中，而你在抖音刷到一个卖货的直播间，对你来说这个直播间界面就是全部。\n好，你或许可以刷到好玩的短视频，又回到游乐设施里，但有个问题还是无法回避：填充率。往下划是短视频，再下一个可能又是卖货的直播间。货摊不应比景点还多，否则就是本末倒置。\n看过直播带货的用户应该知道，即便不去和短视频相比，直播间本身也没有什么乐趣可言。主播大声叫卖，动作夸张，用各种手段制造紧迫感让人下单，实际体验还不如一个安安静静的货架供人挑选。\n人们去逛西湖、逛五台山佛光寺、逛成都文殊院是觉得有意思、景致好、建筑精巧，但如果进到里面发现到处都是卖东西、摆地摊的，吆喝叫卖声此起彼伏，相信游玩体验不会太美好。\n目前抖音大力推广电商取得了不错成效，这证明了刷短视频的一部分用户也是愿意掏钱买东西的，但也仅仅是一部分。\n游乐购物的逻辑局限将会使得这种转化不可能无限提高，甚至只能维持在一个比较低的水平，虽然日活高，但抖音实际购买用户的规模要少于淘宝、京东、拼多多等主流电商平台。何况直播电商本就难以锁定消费能力强，但也更重视时间价值以及品牌服务的中产及以上人群。\n而另一方面，峰值日活 7 亿的抖音，增长接近天花板已经是确定事件。蛋糕不会更大了。\n02 平台拿走了确定性，不确定性就留给了商家\n更大的问题在于产业端。\n上面的分析其实在讲的是短视频娱乐与电商带货，在娱乐属性上难以调和的问题。\n而当我们把目光放在抖音的电商部分，推荐算法造成的隐忧也就浮出了水面。\n商家其实不好干。\n目前抖音电商超过九成的 GMV 来自直播，其他一成由短视频和抖音店铺组成。未来怎么样不好说，但现在以及未来的很长一段时间，我们讨论抖音电商，基本等于讨论抖音的直播电商。\n和其短视频上的「宏观调控」类似，抖音直播的着眼点是它的总盘子：东边不亮西边亮，只要品牌商户参与者众多，每家奉献出一款单一爆品，平台上也能有着丰富的爆款产品库。\n但对于单一商家来说，却是不利的，商家有培养自己忠诚粉丝和推出多 SKU 产品线的需求，形成自己的产品矩阵，从而完成高粘性和高转化。\n于是，先期赔本，期待后期积累忠诚粉丝的路子，是今天商家促销的标准范式，但在兴趣电商的范畴内「此路不通」。\n由于平台掌握流量分发的主导权，商家赔本，赚吆喝的是平台。\n实际上，爆品本身就是在让商家不好做。\n因为在抖音上的所谓爆品，给商家留下的运营周期太短了。我们从一些行业人士处获悉，目前兴趣电商商品生命周期按场计算，普遍只有数日，上新当天就有可能卖爆。\n作为对比，主流平台的货品运营周期普遍在 30~60 天左右。\n超短周期下，商品单日销售额波动过大，虽然对推新品有好处，但是缺乏自然流量的售卖期，一旦没法售罄就对商家造成巨大库存压力。特别是对于销售服装的商家，本来 SKU 管理就更难，而且衣服只能应季销售，库存周转直接决定了盈亏问题。\n抖音中心化的流量分发，和高波动的销售模型，让商家没有办法将公域流量沉淀为店铺和自身的私域流量，用户形不成品牌心智，没有复购行为，黏性较低，那么商家自然也就很难长期经营。\n用户的记忆和情感，是和平台经济的记忆情感，而不是和品牌、商家的记忆情感。\n归根结底，当平台把最大的确定性拿走，那么就是把不确定性留给了一个个商家。\n有行业人士统计：抖音电商 Top 1000 名单超 8 成的商家营业额波动较大，87% 的 Top 1000 商家在过往 4 个月销售额曾下滑超过 20%。而从去年 11 月到今年 2 月份的销售数据显示，Top1000 名单的重合度仅 42%；特别是，能够实现长期连续稳定增长的商家仅占 13%，多数商家营业额如坐过山车。\n今年，一些商家接到抖音邀请签年框，但由于平台销售波动过大等原因，不少商家仍在观望之中。\n而像是目前直播电商普遍存在的退货率高、刷单等问题，抖音也还没有拿出令人满意的解决方案，而这将继续拖累商家的经营效率。\n现在进入到抖音的商家，普遍反馈，他们很多都是带着试试水的心态，听说抖音流量大就进来感受一下水位。我们前面也提到，抖音的用户增长已经基本见顶，高速增长所掩盖的问题，也必然会在新阶段集中暴露——比如达人主播抽佣越来越高，商家买量成本上升等。\n\n一位母婴商家在抖音用户增速较快的时期投放 ROI 能够达到 2 左右，但从去年下半年开始，总投放 ROI 已经跌到了 0.5~0.8，投放成本上升可见一斑。\n短期爆款和商家的长期价值，存在着难以调和的矛盾。仅仅是用低价品讨好用户端，却使得商户端低利润卖货，短期内确实能产生鸡血式销量增长，但如何不演变为「竭泽而渔」的故事，可能是今天的短视频巨头尤为需要加以注意的。\n游乐场电商面临的挑战，可能比想象的更加艰巨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375636180,"gmtCreate":1619330684340,"gmtModify":1704722566016,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"Dhdkhfhsvhjj","listText":"Dhdkhfhsvhjj","text":"Dhdkhfhsvhjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375636180","repostId":"2130556367","repostType":4,"repost":{"id":"2130556367","kind":"news","pubTimestamp":1619330042,"share":"https://ttm.financial/m/news/2130556367?lang=&edition=fundamental","pubTime":"2021-04-25 13:54","market":"us","language":"zh","title":"公布数据前后的特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2130556367","media":"物联网智库","summary":"尽管特斯拉遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。\n\n特斯拉的这轮风波，短期内恐怕还要再飞一会。\n昨日晚间，特斯拉表示，2021年4月22日下午","content":"<p>尽管<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。</p>\n<p><img src=\"https://static.tigerbbs.com/1d751b94d63ed5ba603ace870ac9efd9\" tg-width=\"900\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>特斯拉的这轮风波，短期内恐怕还要再飞一会。</p>\n<p>昨日晚间，特斯拉表示，2021年4月22日下午，我司通过特快专递的形式将封订的纸质版数据发送至张女士登记在我司的联系地址，共计48页，6697条。同时，特斯拉提供了车辆发生事故前一分钟的数据，并作出一份文字说明。</p>\n<p>这份文字说明全文如下：</p>\n<p>在驾驶员最后一次踩下制动踏板时，车辆时速为118.5千米每小时。在驾驶员踩下制动踏板后的2.7秒内，最大制动主缸压力仅为45.9bar，之后驾驶员加大踩下制动踏板的幅度，制动主缸压力达到了92.7bar，紧接着前撞预警及自动紧急制动功能启动（最大制动主缸压力达到了140.7bar）并发挥了作用，减轻了碰撞的幅度，ABS作用之后的1.8秒，系统记录了碰撞的发生。驾驶员踩下制动踏板后，车速持续降低，发生碰撞前，车速降低至48.5千米每小时。</p>\n<p>综上所述，车辆以较高速度行驶，驾驶员开始踩下制动踏板力度较轻，之后，自动紧急制动功能启动并发挥了作用，提升了制动力并减轻了碰撞的冲击力，制动系统均正常介入工作并降低了车速。另外，关于事故发生前30分钟车辆的状况，特斯拉方面是这样叙述的：在车辆发生事故前的30分钟内，驾驶员正常驾驶车辆，有超过40次踩下制动踏板的记录，同时车辆有多次超过100千米每小时和多次刹停的情况发生。</p>\n<p>对此，上海维权女车主丈夫深夜再发声：特斯拉已侵犯个人隐私权，要求撤销数据并道歉。李先生表示，在特斯拉将车辆发生事故前一分钟的数据公布于众前，从未与张某的家属取得过联系。</p>\n<p>他首先对特斯拉出示的行车数据表示不认可，同时，他认为，行车数据属于个人财产及个人隐私，而特斯拉未经车主允许，擅自将其公布给媒体及大众，他无法接受。李先生表示将会向郑州市市场监督管理局进行投诉，同时要求特斯拉公开道歉，并将行车数据撤销。</p>\n<p><b>特斯拉公布数据？公布了个寂寞</b></p>\n<p>著名央视财经主持人周运在《财运道道道》中曾提到，首先要建立一个认知：特斯拉等电动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车不光是车，更是实时采集和使用数据的移动终端。要不要刹车，行车电脑和大数据要为此作出判断，这一系列数据都会被记录下来，并上传到云端服务器上，如果出了事故，就要用这些数据来分析原因，类似飞机上的“黑匣子”。</p>\n<p>事实上，周运所提到的“黑匣子”，即是指EDR（Event Data Recorder）——汽车事件数据记录系统。EDR由一个或多个车载电子模块构成，具有检测、采集并记录碰撞事件发生前、发生时、发生后车辆和乘员保护系统数据功能的装置或系统。</p>\n<p>而<a href=\"https://laohu8.com/S/ZH\">知乎</a>用户@何先生则表示，市场上目前只有特斯拉有配备一个EDR(Event Data Recorder事件记录器)数据记录仪，而特斯拉的数据量可谓相当详细。</p>\n<p><img src=\"https://static.tigerbbs.com/379393123abd015850c88a49a382691c\" tg-width=\"720\" tg-height=\"766\" referrerpolicy=\"no-referrer\"></p>\n<p>知乎用户@史高拔介绍，刹车制动过程需要多个系统的参与，起码包括制动踏板开关传感器、踏板深度传感器、电机、整车控制器、ESP系统(含ABS）等，如若启动AEB紧急制动了还会有前向雷达参与。目前，特斯拉只给了车速、踏板开关信号、制动缸压力这些看似专业的几个有利数据，而若要还原车主踩刹车的过程，则至少还需要提供踏板深度数据、电机转速信号、前向雷达数据等数据。</p>\n<p>由此可见，尽管特斯拉拥有更详尽、更丰富的数据，但并没有公布，而且其已公布的数据存在选择性公布对己方有利的嫌疑。</p>\n<p>此外，对于刹车时候的制动能力，知乎用户@康贱猫计算得，用特斯拉自己给的数据看，从25.41秒的时速94，降低至27.45秒的时速48.5，2秒时间在ABS触发的情况下（即全力刹车），车速一共降低了45.5千米每小时，合计12.63米每秒，平均加速度6.3米每秒方，即0.63g左右，这刹车能力，表明在出ABS的情况下，尚且不及普通家用车的接近1g水平。</p>\n<p>另外，还有匿名知乎用户表示，通过对时间戳取差值可得，刹车主缸压力采样间隔为0.20-0.22s不等，对于速度采样为1.01-1.02s，如此大的时间差别设置考量，难道就没有问题吗？</p>\n<p>综上来看，尽管特斯拉遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。</p>\n<p><b>特斯拉的傲慢，深入骨髓</b></p>\n<p>事实上，在此次事件的前前后后，特斯拉的傲慢可谓表现的淋漓尽致。即使在此次公布数据前后，特斯拉也有一些小的算计。</p>\n<p>例如，前文所述，特斯拉仅仅公布了部分对己有利的数据，而且在其未经维权车主家人同意、调查未开始的情况下，擅自将数据公布于众。借由于此，在昨日新闻发布后不久，网络上已经舆论开始有攻击女车主撒谎了。</p>\n<p><img src=\"https://static.tigerbbs.com/50150f5a946fd03c3a6b29d3321d5d44\" tg-width=\"344\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p>\n<p>而特斯拉的傲慢，也在以往的甩锅中表现的“淋漓尽致”。</p>\n<p><img src=\"https://static.tigerbbs.com/092140b1f7821bbda82a7fa9524b2c33\" tg-width=\"643\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年1月份，一位北京女车主新提的特斯拉刚提一个月就发生追尾事故，车主向特斯拉反馈是刹车失灵问题。但特斯拉最终甩锅女司机，声称是因为“女性踩刹车力量弱”。</p>\n<p>同样是2021年1月份，一辆特斯拉发生起火，但在特斯拉调查以后，成功将锅甩给了地库。称地库坡度大，车主开车下地库的时候速度快，刮到底盘，导致电池内部受损引发起火。</p>\n<p>在特斯拉身上，诸如此类的事件还有很多，甩锅已经成为特斯拉的常规操作。不过，特斯拉的甩锅，也有踢到铁板的时候。</p>\n<p><img src=\"https://static.tigerbbs.com/57e883fe45402037271f6224a0b0c39f\" tg-width=\"578\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n<p>今年2月份，一位特斯拉Model 3车主在提车第六天后，车子在充电后突然断电，窗户也关不上。后经特斯拉售后检查，最终甩锅给了国家电网，称国家电网电流太大，导致过载短路。</p>\n<p><img src=\"https://static.tigerbbs.com/cc27ff45819a5512011756b995550a48\" tg-width=\"744\" tg-height=\"532\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8ab30a7558fe2bc0ddb96e2f439a8d2f\" tg-width=\"730\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p>\n<p>不过，对于特斯拉甩锅而来的飞来横祸，国家电网在<a href=\"https://laohu8.com/S/WB\">微博</a>上发表声明不背锅，该事件最终以特斯拉宣布道歉收尾。</p>\n<p><b>特斯拉事件一览</b></p>\n<p>事实上，这一起维权事件发展至今，已经经历了快两个月的时间，并最终经过上海车展的发酵，成为全民性热门话题。让我们回顾一下此次事件的全过程：</p>\n<p>3月9日，河南安阳一特斯拉车主坐在车顶维权，称自己购买的特斯拉Model 3轿车刹车失灵发生事故。</p>\n<p>3月10日，特斯拉回应称，未见车辆制动系统异常，目前期待能够得到客户的同意进行第三方检测。</p>\n<p>3月15日、18日、24日，地方市监局三次调解未果，投诉人要求提供事故前半小时行车数据，而特斯拉表示由于担心数据被用来炒作宣传造成不良影响，因而拒绝提供数据。</p>\n<p>4月19日，上海车展特斯拉维权事件发生。女子爬到特斯拉车上高声呼喊“特斯拉刹车失灵”引发广泛关注。当日，特斯拉副总裁陶琳回应“没办法妥协，这是新产品发展必经的一个过程。”晚些时候，经新华社评论后，特斯拉表示“该赔的赔、该罚的罚，但对不合理诉求不妥协。”当晚，美股开盘，特斯拉收盘下跌3.4%，市值蒸发1571亿元。</p>\n<p>4月20日，上海警方通报，上海车展维权车主之一张某因扰乱公共秩序被处以行政拘留5日。此后，中央政法委、新华社每日电讯、中纪委等均对此事进行评论。当日晚，特斯拉深夜致歉，表示“成立专门处理小组进行专事专办，尽全力满足车主诉求”。</p>\n<p>4月21日，车展维权车主表示未收到特斯拉任何相关人员的联系或道歉信息。郑州郑东新区市监局则责令特斯拉无条件提供事前30分钟完整行车数据。特斯拉回应会全力配合调查。晚些时候，特斯拉再度深夜致歉。</p>\n<p>4月22日，特斯拉公布事发前1分钟行车数据，维权女车主丈夫称特斯拉侵犯隐私。同时，针对网上有消息称特斯拉副总裁陶琳引咎辞职，特斯拉方面回应称：这是谣言，陶总正在正常工作。</p>\n<p>特斯拉在21日晚的声明中还表示：恳请郑州市市监局指定权威的、有资质的第三方检测鉴定机构，开展检测鉴定工作，早日还原真相。22日晚，前往上海车展维权的当事人之一李女士也向记者表示，她坚持“要找有实力鉴定数据的机构”鉴定。只是，谁能来做？“我也不懂，你们能帮忙推荐吗？”</p>\n<p>可见，正规、权威、公正的第三方鉴定机构，似乎成为了此次焦点事件的下一争夺点。</p>","source":"lsy1619329471241","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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公布数据前后的特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 13:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MdQ6_20TILOSOZn697_mfA><strong>物联网智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管特斯拉遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。\n\n特斯拉的这轮风波，短期内恐怕还要再飞一会。\n昨日晚间，特斯拉表示，2021年4月22日下午，我司通过特快专递的形式将封订的纸质版数据发送至张女士登记在我司的联系地址，共计48页，6697条。同时，特斯拉提供了车辆发生事故前一分钟的数据，并作出一份文字说明。\n这份文字说明全文如下：\n在驾驶员...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MdQ6_20TILOSOZn697_mfA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/MdQ6_20TILOSOZn697_mfA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130556367","content_text":"尽管特斯拉遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。\n\n特斯拉的这轮风波，短期内恐怕还要再飞一会。\n昨日晚间，特斯拉表示，2021年4月22日下午，我司通过特快专递的形式将封订的纸质版数据发送至张女士登记在我司的联系地址，共计48页，6697条。同时，特斯拉提供了车辆发生事故前一分钟的数据，并作出一份文字说明。\n这份文字说明全文如下：\n在驾驶员最后一次踩下制动踏板时，车辆时速为118.5千米每小时。在驾驶员踩下制动踏板后的2.7秒内，最大制动主缸压力仅为45.9bar，之后驾驶员加大踩下制动踏板的幅度，制动主缸压力达到了92.7bar，紧接着前撞预警及自动紧急制动功能启动（最大制动主缸压力达到了140.7bar）并发挥了作用，减轻了碰撞的幅度，ABS作用之后的1.8秒，系统记录了碰撞的发生。驾驶员踩下制动踏板后，车速持续降低，发生碰撞前，车速降低至48.5千米每小时。\n综上所述，车辆以较高速度行驶，驾驶员开始踩下制动踏板力度较轻，之后，自动紧急制动功能启动并发挥了作用，提升了制动力并减轻了碰撞的冲击力，制动系统均正常介入工作并降低了车速。另外，关于事故发生前30分钟车辆的状况，特斯拉方面是这样叙述的：在车辆发生事故前的30分钟内，驾驶员正常驾驶车辆，有超过40次踩下制动踏板的记录，同时车辆有多次超过100千米每小时和多次刹停的情况发生。\n对此，上海维权女车主丈夫深夜再发声：特斯拉已侵犯个人隐私权，要求撤销数据并道歉。李先生表示，在特斯拉将车辆发生事故前一分钟的数据公布于众前，从未与张某的家属取得过联系。\n他首先对特斯拉出示的行车数据表示不认可，同时，他认为，行车数据属于个人财产及个人隐私，而特斯拉未经车主允许，擅自将其公布给媒体及大众，他无法接受。李先生表示将会向郑州市市场监督管理局进行投诉，同时要求特斯拉公开道歉，并将行车数据撤销。\n特斯拉公布数据？公布了个寂寞\n著名央视财经主持人周运在《财运道道道》中曾提到，首先要建立一个认知：特斯拉等电动智能车不光是车，更是实时采集和使用数据的移动终端。要不要刹车，行车电脑和大数据要为此作出判断，这一系列数据都会被记录下来，并上传到云端服务器上，如果出了事故，就要用这些数据来分析原因，类似飞机上的“黑匣子”。\n事实上，周运所提到的“黑匣子”，即是指EDR（Event Data Recorder）——汽车事件数据记录系统。EDR由一个或多个车载电子模块构成，具有检测、采集并记录碰撞事件发生前、发生时、发生后车辆和乘员保护系统数据功能的装置或系统。\n而知乎用户@何先生则表示，市场上目前只有特斯拉有配备一个EDR(Event Data Recorder事件记录器)数据记录仪，而特斯拉的数据量可谓相当详细。\n\n知乎用户@史高拔介绍，刹车制动过程需要多个系统的参与，起码包括制动踏板开关传感器、踏板深度传感器、电机、整车控制器、ESP系统(含ABS）等，如若启动AEB紧急制动了还会有前向雷达参与。目前，特斯拉只给了车速、踏板开关信号、制动缸压力这些看似专业的几个有利数据，而若要还原车主踩刹车的过程，则至少还需要提供踏板深度数据、电机转速信号、前向雷达数据等数据。\n由此可见，尽管特斯拉拥有更详尽、更丰富的数据，但并没有公布，而且其已公布的数据存在选择性公布对己方有利的嫌疑。\n此外，对于刹车时候的制动能力，知乎用户@康贱猫计算得，用特斯拉自己给的数据看，从25.41秒的时速94，降低至27.45秒的时速48.5，2秒时间在ABS触发的情况下（即全力刹车），车速一共降低了45.5千米每小时，合计12.63米每秒，平均加速度6.3米每秒方，即0.63g左右，这刹车能力，表明在出ABS的情况下，尚且不及普通家用车的接近1g水平。\n另外，还有匿名知乎用户表示，通过对时间戳取差值可得，刹车主缸压力采样间隔为0.20-0.22s不等，对于速度采样为1.01-1.02s，如此大的时间差别设置考量，难道就没有问题吗？\n综上来看，尽管特斯拉遮遮掩掩，所挑选数据有利己的倾向，但是，这些数据仍然没有完全证明自己的清白，反而有越描越黑之嫌。\n特斯拉的傲慢，深入骨髓\n事实上，在此次事件的前前后后，特斯拉的傲慢可谓表现的淋漓尽致。即使在此次公布数据前后，特斯拉也有一些小的算计。\n例如，前文所述，特斯拉仅仅公布了部分对己有利的数据，而且在其未经维权车主家人同意、调查未开始的情况下，擅自将数据公布于众。借由于此，在昨日新闻发布后不久，网络上已经舆论开始有攻击女车主撒谎了。\n\n而特斯拉的傲慢，也在以往的甩锅中表现的“淋漓尽致”。\n\n2021年1月份，一位北京女车主新提的特斯拉刚提一个月就发生追尾事故，车主向特斯拉反馈是刹车失灵问题。但特斯拉最终甩锅女司机，声称是因为“女性踩刹车力量弱”。\n同样是2021年1月份，一辆特斯拉发生起火，但在特斯拉调查以后，成功将锅甩给了地库。称地库坡度大，车主开车下地库的时候速度快，刮到底盘，导致电池内部受损引发起火。\n在特斯拉身上，诸如此类的事件还有很多，甩锅已经成为特斯拉的常规操作。不过，特斯拉的甩锅，也有踢到铁板的时候。\n\n今年2月份，一位特斯拉Model 3车主在提车第六天后，车子在充电后突然断电，窗户也关不上。后经特斯拉售后检查，最终甩锅给了国家电网，称国家电网电流太大，导致过载短路。\n\n不过，对于特斯拉甩锅而来的飞来横祸，国家电网在微博上发表声明不背锅，该事件最终以特斯拉宣布道歉收尾。\n特斯拉事件一览\n事实上，这一起维权事件发展至今，已经经历了快两个月的时间，并最终经过上海车展的发酵，成为全民性热门话题。让我们回顾一下此次事件的全过程：\n3月9日，河南安阳一特斯拉车主坐在车顶维权，称自己购买的特斯拉Model 3轿车刹车失灵发生事故。\n3月10日，特斯拉回应称，未见车辆制动系统异常，目前期待能够得到客户的同意进行第三方检测。\n3月15日、18日、24日，地方市监局三次调解未果，投诉人要求提供事故前半小时行车数据，而特斯拉表示由于担心数据被用来炒作宣传造成不良影响，因而拒绝提供数据。\n4月19日，上海车展特斯拉维权事件发生。女子爬到特斯拉车上高声呼喊“特斯拉刹车失灵”引发广泛关注。当日，特斯拉副总裁陶琳回应“没办法妥协，这是新产品发展必经的一个过程。”晚些时候，经新华社评论后，特斯拉表示“该赔的赔、该罚的罚，但对不合理诉求不妥协。”当晚，美股开盘，特斯拉收盘下跌3.4%，市值蒸发1571亿元。\n4月20日，上海警方通报，上海车展维权车主之一张某因扰乱公共秩序被处以行政拘留5日。此后，中央政法委、新华社每日电讯、中纪委等均对此事进行评论。当日晚，特斯拉深夜致歉，表示“成立专门处理小组进行专事专办，尽全力满足车主诉求”。\n4月21日，车展维权车主表示未收到特斯拉任何相关人员的联系或道歉信息。郑州郑东新区市监局则责令特斯拉无条件提供事前30分钟完整行车数据。特斯拉回应会全力配合调查。晚些时候，特斯拉再度深夜致歉。\n4月22日，特斯拉公布事发前1分钟行车数据，维权女车主丈夫称特斯拉侵犯隐私。同时，针对网上有消息称特斯拉副总裁陶琳引咎辞职，特斯拉方面回应称：这是谣言，陶总正在正常工作。\n特斯拉在21日晚的声明中还表示：恳请郑州市市监局指定权威的、有资质的第三方检测鉴定机构，开展检测鉴定工作，早日还原真相。22日晚，前往上海车展维权的当事人之一李女士也向记者表示，她坚持“要找有实力鉴定数据的机构”鉴定。只是，谁能来做？“我也不懂，你们能帮忙推荐吗？”\n可见，正规、权威、公正的第三方鉴定机构，似乎成为了此次焦点事件的下一争夺点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375638618,"gmtCreate":1619330634234,"gmtModify":1704722564875,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"<a 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22:51","market":"us","language":"zh","title":"嘉楠科技盘中跌超20%，2020年营收大幅下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2126419069","media":"蓝鲸财经","summary":"2021年2月，原嘉楠科技CFO洪全福宣布因个人原因辞职。","content":"<p>周一，矿机及芯片生产商<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>盘中跌超20%。</p><p><img src=\"https://static.tigerbbs.com/23d158fe7c04212fce2c30148c3edf7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>今日，公司发布了2020年未经审计的财务数据。<b>2020年，嘉楠科技净营收4.47亿，同比下降78.9%，净亏损录得2.15亿，同比收窄79.2%。</b></p><p>报告称，净收入下降的主要原因是前三季度销售算力下降；收入成本从19亿下降到4亿也是受算力销售影响，研发费用从1.69亿下降到1.4亿则因研发材料变化，管理费用同比下降62.1%。</p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210412200257512d173h32pl82p39d\" tg-width=\"800\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p><p>报告披露，2020年第四季度，嘉楠科技销售的算力为20万T哈希/每秒，同比下降93.1%；全年总计算量为660万T哈希/每秒，同比下降37.1%。嘉楠科技董事长张楠赓表示，疫情爆发影响供应链终端，对2020年第四季度的收入产生负面影响，在期内推动了海外扩张，开始生产下一代A12系列矿机，计划在2021年下半年投产两个新系列的AI芯片。</p><p>截至2020年末，嘉楠科技合同负债从830万元增至4.394亿元。报告称，主要是2021年以后交付的矿机订单的首付款增加。</p><p>2020年第四季度以来，加密货币价格上涨，可覆盖多个品牌库存矿机的挖矿成本。据披露，由于需求量增加，嘉楠科技第四季度没有足够库存交付客户，当季订单量为9.2万台。截至2020年末，嘉楠科技订单合同总量为11.31亿元，销售预收款4.29亿元，较三季度增加了3.51亿元。此外，截至2021年一季度末，预售矿机达15.6万台，预收款达15亿。</p><p>截至期末，嘉楠科技的现金及现金等价物为3.913亿元，同比下降24%，原因包括短期投资增加。</p><p>2020年8月，嘉楠科技发布公告，原联席董事长孔剑平等人任期到期，且所有离任董事届满后不得寻求新的任命，多位元老离职，刘向富此前已淡出管理层；原副总裁张丽在此后离职，后赴火币任职CFO。2021年2月，原嘉楠科技CFO洪全福宣布因个人原因辞职。何童继任，其在2020年7月加入嘉楠科技。何童在此次报告中提到，进一步优化了供应链管理和国际客户群。嘉楠科技公开已知的客户包括IntegratedVenturesInc和CoreScientific等。</p><p>在7月嘉楠耘智工商变更时，即有业内人士曝出，张楠赓赴杭州办公地点取走公章。继<a href=\"https://laohu8.com/S/90027\">比特大陆</a>抢公章事件后，矿机厂商出现所谓“北京帮”和“杭州帮”内斗。目前，嘉楠科技的总部位于北京。</p><p>嘉楠耘智旗下阿瓦隆矿机在2013年问世，系商用ASIC芯片比特币矿机。2015年，嘉楠耘智新系列矿机失去首发优势，比特大陆靠S7蚂蚁矿机、以及后期的S9矿机连续多年独占矿霸地位。在7nm工艺芯片战中，2018年7月，嘉楠耘智发布阿瓦隆A9系列，推出7nm技术ASIC芯片矿机。嘉楠科技在18年推出人工智能芯片K210。官网显示，旗下产品包括勘智210以及阿瓦隆矿机A12系列等。</p><p>近期，同期上市的矿机厂商<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>遭做空，矿机业务竞争力遭质疑，股价受影响。嘉楠科技股价曾在3月达到历史高点39.1美元。</p>","source":"LJCJ","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>嘉楠科技盘中跌超20%，2020年营收大幅下降</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嘉楠科技盘中跌超20%，2020年营收大幅下降\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/156707><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，矿机及芯片生产商嘉楠科技盘中跌超20%。今日，公司发布了2020年未经审计的财务数据。2020年，嘉楠科技净营收4.47亿，同比下降78.9%，净亏损录得2.15亿，同比收窄79.2%。报告称，净收入下降的主要原因是前三季度销售算力下降；收入成本从19亿下降到4亿也是受算力销售影响，研发费用从1.69亿下降到1.4亿则因研发材料变化，管理费用同比下降62.1%。报告披露，2020年第四季度，...</p>\n\n<a href=\"https://www.lanjinger.com/d/156707\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c97a922c436a2f37fc8864e4342fe2a","relate_stocks":{"CAN":"嘉楠科技"},"source_url":"https://www.lanjinger.com/d/156707","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126419069","content_text":"周一，矿机及芯片生产商嘉楠科技盘中跌超20%。今日，公司发布了2020年未经审计的财务数据。2020年，嘉楠科技净营收4.47亿，同比下降78.9%，净亏损录得2.15亿，同比收窄79.2%。报告称，净收入下降的主要原因是前三季度销售算力下降；收入成本从19亿下降到4亿也是受算力销售影响，研发费用从1.69亿下降到1.4亿则因研发材料变化，管理费用同比下降62.1%。报告披露，2020年第四季度，嘉楠科技销售的算力为20万T哈希/每秒，同比下降93.1%；全年总计算量为660万T哈希/每秒，同比下降37.1%。嘉楠科技董事长张楠赓表示，疫情爆发影响供应链终端，对2020年第四季度的收入产生负面影响，在期内推动了海外扩张，开始生产下一代A12系列矿机，计划在2021年下半年投产两个新系列的AI芯片。截至2020年末，嘉楠科技合同负债从830万元增至4.394亿元。报告称，主要是2021年以后交付的矿机订单的首付款增加。2020年第四季度以来，加密货币价格上涨，可覆盖多个品牌库存矿机的挖矿成本。据披露，由于需求量增加，嘉楠科技第四季度没有足够库存交付客户，当季订单量为9.2万台。截至2020年末，嘉楠科技订单合同总量为11.31亿元，销售预收款4.29亿元，较三季度增加了3.51亿元。此外，截至2021年一季度末，预售矿机达15.6万台，预收款达15亿。截至期末，嘉楠科技的现金及现金等价物为3.913亿元，同比下降24%，原因包括短期投资增加。2020年8月，嘉楠科技发布公告，原联席董事长孔剑平等人任期到期，且所有离任董事届满后不得寻求新的任命，多位元老离职，刘向富此前已淡出管理层；原副总裁张丽在此后离职，后赴火币任职CFO。2021年2月，原嘉楠科技CFO洪全福宣布因个人原因辞职。何童继任，其在2020年7月加入嘉楠科技。何童在此次报告中提到，进一步优化了供应链管理和国际客户群。嘉楠科技公开已知的客户包括IntegratedVenturesInc和CoreScientific等。在7月嘉楠耘智工商变更时，即有业内人士曝出，张楠赓赴杭州办公地点取走公章。继比特大陆抢公章事件后，矿机厂商出现所谓“北京帮”和“杭州帮”内斗。目前，嘉楠科技的总部位于北京。嘉楠耘智旗下阿瓦隆矿机在2013年问世，系商用ASIC芯片比特币矿机。2015年，嘉楠耘智新系列矿机失去首发优势，比特大陆靠S7蚂蚁矿机、以及后期的S9矿机连续多年独占矿霸地位。在7nm工艺芯片战中，2018年7月，嘉楠耘智发布阿瓦隆A9系列，推出7nm技术ASIC芯片矿机。嘉楠科技在18年推出人工智能芯片K210。官网显示，旗下产品包括勘智210以及阿瓦隆矿机A12系列等。近期，同期上市的矿机厂商亿邦国际遭做空，矿机业务竞争力遭质疑，股价受影响。嘉楠科技股价曾在3月达到历史高点39.1美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164137594,"gmtCreate":1624179173018,"gmtModify":1703830241046,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"Trttttttt","listText":"Trttttttt","text":"Trttttttt","images":[{"img":"https://static.tigerbbs.com/c1e5d13951430e8d8e0957c163360aa7","width":"1125","height":"3387"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164137594","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162208004,"gmtCreate":1624063630908,"gmtModify":1703827855895,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"Aaaaaaa","listText":"Aaaaaaa","text":"Aaaaaaa","images":[{"img":"https://static.tigerbbs.com/0c8cda9304f3ffb15fc17ecc5f7ed074","width":"1125","height":"3657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162208004","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":168766755,"gmtCreate":1623984261877,"gmtModify":1703825545454,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"Aaaaattttttt","listText":"Aaaaattttttt","text":"Aaaaattttttt","images":[{"img":"https://static.tigerbbs.com/a5464c7c3394c86c985b0d93fb773948","width":"1125","height":"3567"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168766755","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161171385,"gmtCreate":1623914396747,"gmtModify":1703823379047,"author":{"id":"3581028368853249","authorId":"3581028368853249","name":"Stareyes","avatar":"https://static.tigerbbs.com/8ed629eb6044eb1061c3dc26929e9959","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581028368853249","authorIdStr":"3581028368853249"},"themes":[],"htmlText":"Aaaaaa","listText":"Aaaaaa","text":"Aaaaaa","images":[{"img":"https://static.tigerbbs.com/e8664410b5862c120323d54ca6afc647","width":"1125","height":"3477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161171385","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181569101,"gmtCreate":1623402130203,"gmtModify":170420262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