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Nio' next card: betting on technology?

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Nio' next card: betting on technology?

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2021-07-14

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23:00","market":"us","language":"zh","title":"Nio' next card: betting on technology?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>","source":"awtmt_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\" 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' next card: betting on technology?</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: 12.5px; color: #7E829C; margin: 0;}\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' next card: betting on technology?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727424,"gmtCreate":1626453993068,"gmtModify":1703760571190,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170727424","repostId":"2151507202","repostType":4,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio' next card: betting on technology?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>","source":"awtmt_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\" 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' next card: betting on technology?</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: 12.5px; color: #7E829C; margin: 0;}\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' next card: betting on technology?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727212,"gmtCreate":1626453928036,"gmtModify":1703760570543,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170727212","repostId":"1174712972","repostType":4,"isVote":1,"tweetType":1,"viewCount":4849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145615231,"gmtCreate":1626221053423,"gmtModify":1703755679856,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145615231","repostId":"1179493532","repostType":4,"repost":{"id":"1179493532","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626219749,"share":"https://ttm.financial/m/news/1179493532?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:42","market":"us","language":"zh","title":"Keep holding on! Sister Wood holds these Chinese concept stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179493532","media":"Wind万得","summary":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nAR","content":"<p>Cathie Wood of Ark Fund is known for her focus on investing in disruptive companies, and for her long-term commitment to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>This has brought her both fame and fortune. She is also optimistic about the development of Chinese technology companies. Although the performance of Chinese concept companies this year has not been satisfactory, her ARKK fund still holds onto these companies.</p><p>ARK was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage, and blockchain technology</b>。</p><p>In January of this year, the ARK series of funds won more than traditional investment management giants.<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>State Street has more funds. ARK adheres to the strategy of \"buying small and mid-cap growth stocks and selling large-cap value stocks\".</p><p><b>ARK's six actively managed ETFs are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other actively managed ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, it had net assets of US$22 billion as of the end of March this year, up more than 500% since its inception, but down 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automation Technology and Robotics):</b>This fund primarily invests in companies developing businesses in areas such as automated transportation, robotics, automation, 3D printing, energy storage, and space exploration. Founded on September 30, 2014, it had net assets of US$3.3 billion as of the end of March this year, up more than 300% since its inception and up 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (Next Generation Internet):</b>This fund primarily invests in companies in cloud computing and cybersecurity, e-commerce, big data and artificial intelligence, Internet of Things and mobile technologies, social platforms, blockchain, and P2P technologies. Founded on September 30, 2014, it had net assets of US$6.9 billion as of the end of March this year, an increase of over 600% since its inception and a year-to-date increase of 0.74%.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genomic Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research and treatment, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Founded on October 31, 2014, it had net assets of US$9.4 billion as of the end of March this year, up more than 350% since its inception, but down 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (Fintech Innovation):</b>This fund primarily invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless funding platforms, customer-facing platforms, and new intermediaries. Founded on April 1, 2019, it had net assets of US$3.9 billion as of the end of March this year, up more than 160% since its inception and up 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (Space Exploration):</b>The fund officially went public on March 30 this year, mainly investing in orbital and suborbital aerospace stocks, propulsion technology stocks, and aerospace beneficiary stocks. Founded on March 30, 2021, its net assets amounted to US$63 million as of the end of March this year, almost unchanged since its inception.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Of these six funds, Tesla remains the favorite. Apart from ARKF and ARKX, Tesla is the largest position in both funds, accounting for about 10% of the fund's total.</p><p><b>Regarding Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>and<a href=\"https://laohu8.com/S/JD\">JD.com</a>Sister Wood's favorite</b>Apart from ARKG, which does not hold any positions in Chinese concept stocks, four funds hold positions in these two companies. The other Chinese concept stocks are all well-known large technology companies, such as Meituan and Alibaba.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mutou said that the decline in tech stocks is not a cause for concern. If we look at long-term returns over the next five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast.<b>It is expected to generate a compound annual return of 25%-30% this year.</b>This is more than 10 percentage points higher than the 15% she predicted in February.</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>Keep holding on! 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Sister Wood holds these Chinese concept stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-14 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood of Ark Fund is known for her focus on investing in disruptive companies, and for her long-term commitment to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>This has brought her both fame and fortune. She is also optimistic about the development of Chinese technology companies. Although the performance of Chinese concept companies this year has not been satisfactory, her ARKK fund still holds onto these companies.</p><p>ARK was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage, and blockchain technology</b>。</p><p>In January of this year, the ARK series of funds won more than traditional investment management giants.<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>State Street has more funds. ARK adheres to the strategy of \"buying small and mid-cap growth stocks and selling large-cap value stocks\".</p><p><b>ARK's six actively managed ETFs are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other actively managed ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, it had net assets of US$22 billion as of the end of March this year, up more than 500% since its inception, but down 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automation Technology and Robotics):</b>This fund primarily invests in companies developing businesses in areas such as automated transportation, robotics, automation, 3D printing, energy storage, and space exploration. Founded on September 30, 2014, it had net assets of US$3.3 billion as of the end of March this year, up more than 300% since its inception and up 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (Next Generation Internet):</b>This fund primarily invests in companies in cloud computing and cybersecurity, e-commerce, big data and artificial intelligence, Internet of Things and mobile technologies, social platforms, blockchain, and P2P technologies. Founded on September 30, 2014, it had net assets of US$6.9 billion as of the end of March this year, an increase of over 600% since its inception and a year-to-date increase of 0.74%.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genomic Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research and treatment, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Founded on October 31, 2014, it had net assets of US$9.4 billion as of the end of March this year, up more than 350% since its inception, but down 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (Fintech Innovation):</b>This fund primarily invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless funding platforms, customer-facing platforms, and new intermediaries. Founded on April 1, 2019, it had net assets of US$3.9 billion as of the end of March this year, up more than 160% since its inception and up 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (Space Exploration):</b>The fund officially went public on March 30 this year, mainly investing in orbital and suborbital aerospace stocks, propulsion technology stocks, and aerospace beneficiary stocks. Founded on March 30, 2021, its net assets amounted to US$63 million as of the end of March this year, almost unchanged since its inception.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Of these six funds, Tesla remains the favorite. Apart from ARKF and ARKX, Tesla is the largest position in both funds, accounting for about 10% of the fund's total.</p><p><b>Regarding Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>and<a href=\"https://laohu8.com/S/JD\">JD.com</a>Sister Wood's favorite</b>Apart from ARKG, which does not hold any positions in Chinese concept stocks, four funds hold positions in these two companies. The other Chinese concept stocks are all well-known large technology companies, such as Meituan and Alibaba.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mutou said that the decline in tech stocks is not a cause for concern. If we look at long-term returns over the next five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast.<b>It is expected to generate a compound annual return of 25%-30% this year.</b>This is more than 10 percentage points higher than the 15% she predicted in February.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179493532","content_text":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nARK（方舟投资）由Cathie Wood在2014年创立，ARK专注于投资“颠覆性创新”的机会，即基因科技、机器人技术、人工智能、能量存储和区块链技术。\n今年一月ARK系列基金赢得了比传统投资管理巨头贝莱德、道富更多的资金。ARK坚持“买入成长中小盘股，卖出价值大盘股”的策略。\nARK旗下的6只主动型ETF分别为:\nARKK（颠覆性创新）：这只基金是其他四只主动型ETF的综合，也是市值最大的一支ETF。成立于2014年10月31日，截止今年3月底净资产规模220亿美元，成立以来涨超500%，年初至今下跌3.98%。\n\nARKQ（自动技术与机器人）：本支基金主要投资在自动运输、机器人、自动化、3D打印、能源储存、太空探索等方面发展业务的公司。成立于2014年9月30日，截止今年3月底净资产规模33亿美元，成立以来涨超300%，年初至今涨10%。\n\nARKW（下一代互联网）:本基金主要投资在云计算和网络安全、电子商务、大数据和人工智能、物联网和移动技术、社交平台、区块链和P2P技术方面的公司。成立于2014年9月30日，截止今年3月底净资产规模69亿美元，成立以来上涨超600%，年初至今涨0.74%。\n\nARKG（基因组革命）：本支基金主要投资在Crispr、基因编辑技术、针对性研究治疗、生物信息学、分子诊断、干细胞、农业生物学方面的公司。成立于2014年10月31日，截止今年3月底净资产规模94亿美元，成立以来上涨超350%，年初至今下跌4.85%。\n\nARKF（金融科技创新）：本支基金主要投资在交易创新、区块链技术、风险转化、无摩擦资金平台、面向客户的平台、新中介方面的公司。成立于2019年4月1日，截止今年3月底净资产规模39亿美元，成立以来涨超160%，年初至今上涨2.53%。\n\nARKX(太空探索）：该基金于今年3月30日正式上市交易，主要投资于轨道和亚轨道航天类股、推动技术类股和航天受益类股。成立于2021年3月30日，截止今年3月底净资产规模6300万美元，成立以来几乎持平。\n\n这六只基金里，特斯拉依然是最爱，除了ARKF和ARKX，特斯拉均为第一大头寸，持股约占基金总额的10%。\n中概股方面，腾讯和京东是木头姐最爱，除了ARKG不持有任何中概股头寸外，分别有四只基金都持有这两家公司，其他中概股都是大家耳熟能详的大型科技公司，比如美团、阿里等。\n\n木头姐在最近一次接受CNBC采访时表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":4651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145631199,"gmtCreate":1626220562811,"gmtModify":1703755659127,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145631199","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"YiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位","content":"<p>On July 14,<a href=\"https://laohu8.com/S/02192\">YiMaitong</a>The company announced that it will offer approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$27.20 per Offer Share with board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, the Shares are expected to be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Allocation Results:</b></p><p>Group A has 500 shares per lot, with a 5% success rate per lot. Subscribing to 90 lots guarantees one lot.</p><p>Group B consisted of 200,000 shares (400 lots) and was allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available for subscription under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly oversubscribed. The company received a total of 626,195 valid applications for a total of 9.188 billion shares under the Hong Kong Public Offering, which is approximately 592.41 times the total number of shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the offer price of HK$27.20 per share and the cornerstone investment agreement, cornerstone investors subscribed for a total of 62,784,500 offer shares, representing approximately 9.10% of the issued share capital upon completion of the global offering (assuming no exercise of the over-allotment option and without taking into account any shares that may be issued upon the exercise of share options granted or to be granted under the Share Option Scheme). And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming no exercise of the Over-allotment Option).</p><p>Based on the offer price of HK$27.20 per offer share, the company estimates to receive net proceeds of approximately HK$4.001 billion from the global offering. Among them, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; Approximately 30% is planned to be used to invest in technology and enhance R&D capabilities over the next three to five years; Approximately 20% is intended to be used to carefully select strategic investment or acquisition opportunities; and approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</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>YiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nYiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-14 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 14,<a href=\"https://laohu8.com/S/02192\">YiMaitong</a>The company announced that it will offer approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$27.20 per Offer Share with board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, the Shares are expected to be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Allocation Results:</b></p><p>Group A has 500 shares per lot, with a 5% success rate per lot. Subscribing to 90 lots guarantees one lot.</p><p>Group B consisted of 200,000 shares (400 lots) and was allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available for subscription under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly oversubscribed. The company received a total of 626,195 valid applications for a total of 9.188 billion shares under the Hong Kong Public Offering, which is approximately 592.41 times the total number of shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the offer price of HK$27.20 per share and the cornerstone investment agreement, cornerstone investors subscribed for a total of 62,784,500 offer shares, representing approximately 9.10% of the issued share capital upon completion of the global offering (assuming no exercise of the over-allotment option and without taking into account any shares that may be issued upon the exercise of share options granted or to be granted under the Share Option Scheme). And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming no exercise of the Over-allotment Option).</p><p>Based on the offer price of HK$27.20 per offer share, the company estimates to receive net proceeds of approximately HK$4.001 billion from the global offering. Among them, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; Approximately 30% is planned to be used to invest in technology and enhance R&D capabilities over the next three to five years; Approximately 20% is intended to be used to carefully select strategic investment or acquisition opportunities; and approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；高盛及海通国际为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手500股，一手中签率5%，认购90手稳中一手。\n乙组头为20万股（400手），获配1000股（2手）。\n\n国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":4449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":805091379,"gmtCreate":1627818435191,"gmtModify":1703496248381,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":1,"link":"https://ttm.financial/post/805091379","repostId":"2156169561","repostType":4,"isVote":1,"tweetType":1,"viewCount":5780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883098840,"gmtCreate":1631186087680,"gmtModify":1676530490527,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/883098840","repostId":"2156169561","repostType":2,"isVote":1,"tweetType":1,"viewCount":4698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727424,"gmtCreate":1626453993068,"gmtModify":1703760571190,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170727424","repostId":"2151507202","repostType":4,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio' next card: betting on technology?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>","source":"awtmt_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\" 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' next card: betting on technology?</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: 12.5px; color: #7E829C; margin: 0;}\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' next card: betting on technology?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145615231,"gmtCreate":1626221053423,"gmtModify":1703755679856,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145615231","repostId":"1179493532","repostType":4,"repost":{"id":"1179493532","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626219749,"share":"https://ttm.financial/m/news/1179493532?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:42","market":"us","language":"zh","title":"Keep holding on! Sister Wood holds these Chinese concept stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179493532","media":"Wind万得","summary":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nAR","content":"<p>Cathie Wood of Ark Fund is known for her focus on investing in disruptive companies, and for her long-term commitment to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>This has brought her both fame and fortune. She is also optimistic about the development of Chinese technology companies. Although the performance of Chinese concept companies this year has not been satisfactory, her ARKK fund still holds onto these companies.</p><p>ARK was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage, and blockchain technology</b>。</p><p>In January of this year, the ARK series of funds won more than traditional investment management giants.<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>State Street has more funds. ARK adheres to the strategy of \"buying small and mid-cap growth stocks and selling large-cap value stocks\".</p><p><b>ARK's six actively managed ETFs are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other actively managed ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, it had net assets of US$22 billion as of the end of March this year, up more than 500% since its inception, but down 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automation Technology and Robotics):</b>This fund primarily invests in companies developing businesses in areas such as automated transportation, robotics, automation, 3D printing, energy storage, and space exploration. Founded on September 30, 2014, it had net assets of US$3.3 billion as of the end of March this year, up more than 300% since its inception and up 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (Next Generation Internet):</b>This fund primarily invests in companies in cloud computing and cybersecurity, e-commerce, big data and artificial intelligence, Internet of Things and mobile technologies, social platforms, blockchain, and P2P technologies. Founded on September 30, 2014, it had net assets of US$6.9 billion as of the end of March this year, an increase of over 600% since its inception and a year-to-date increase of 0.74%.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genomic Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research and treatment, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Founded on October 31, 2014, it had net assets of US$9.4 billion as of the end of March this year, up more than 350% since its inception, but down 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (Fintech Innovation):</b>This fund primarily invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless funding platforms, customer-facing platforms, and new intermediaries. Founded on April 1, 2019, it had net assets of US$3.9 billion as of the end of March this year, up more than 160% since its inception and up 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (Space Exploration):</b>The fund officially went public on March 30 this year, mainly investing in orbital and suborbital aerospace stocks, propulsion technology stocks, and aerospace beneficiary stocks. Founded on March 30, 2021, its net assets amounted to US$63 million as of the end of March this year, almost unchanged since its inception.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Of these six funds, Tesla remains the favorite. Apart from ARKF and ARKX, Tesla is the largest position in both funds, accounting for about 10% of the fund's total.</p><p><b>Regarding Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>and<a href=\"https://laohu8.com/S/JD\">JD.com</a>Sister Wood's favorite</b>Apart from ARKG, which does not hold any positions in Chinese concept stocks, four funds hold positions in these two companies. The other Chinese concept stocks are all well-known large technology companies, such as Meituan and Alibaba.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mutou said that the decline in tech stocks is not a cause for concern. If we look at long-term returns over the next five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast.<b>It is expected to generate a compound annual return of 25%-30% this year.</b>This is more than 10 percentage points higher than the 15% she predicted in February.</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>Keep holding on! Sister Wood holds these Chinese concept stocks</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nKeep holding on! Sister Wood holds these Chinese concept stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-14 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood of Ark Fund is known for her focus on investing in disruptive companies, and for her long-term commitment to...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>This has brought her both fame and fortune. She is also optimistic about the development of Chinese technology companies. Although the performance of Chinese concept companies this year has not been satisfactory, her ARKK fund still holds onto these companies.</p><p>ARK was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage, and blockchain technology</b>。</p><p>In January of this year, the ARK series of funds won more than traditional investment management giants.<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>State Street has more funds. ARK adheres to the strategy of \"buying small and mid-cap growth stocks and selling large-cap value stocks\".</p><p><b>ARK's six actively managed ETFs are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other actively managed ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, it had net assets of US$22 billion as of the end of March this year, up more than 500% since its inception, but down 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automation Technology and Robotics):</b>This fund primarily invests in companies developing businesses in areas such as automated transportation, robotics, automation, 3D printing, energy storage, and space exploration. Founded on September 30, 2014, it had net assets of US$3.3 billion as of the end of March this year, up more than 300% since its inception and up 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (Next Generation Internet):</b>This fund primarily invests in companies in cloud computing and cybersecurity, e-commerce, big data and artificial intelligence, Internet of Things and mobile technologies, social platforms, blockchain, and P2P technologies. Founded on September 30, 2014, it had net assets of US$6.9 billion as of the end of March this year, an increase of over 600% since its inception and a year-to-date increase of 0.74%.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genomic Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research and treatment, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Founded on October 31, 2014, it had net assets of US$9.4 billion as of the end of March this year, up more than 350% since its inception, but down 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (Fintech Innovation):</b>This fund primarily invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless funding platforms, customer-facing platforms, and new intermediaries. Founded on April 1, 2019, it had net assets of US$3.9 billion as of the end of March this year, up more than 160% since its inception and up 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (Space Exploration):</b>The fund officially went public on March 30 this year, mainly investing in orbital and suborbital aerospace stocks, propulsion technology stocks, and aerospace beneficiary stocks. Founded on March 30, 2021, its net assets amounted to US$63 million as of the end of March this year, almost unchanged since its inception.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Of these six funds, Tesla remains the favorite. Apart from ARKF and ARKX, Tesla is the largest position in both funds, accounting for about 10% of the fund's total.</p><p><b>Regarding Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>and<a href=\"https://laohu8.com/S/JD\">JD.com</a>Sister Wood's favorite</b>Apart from ARKG, which does not hold any positions in Chinese concept stocks, four funds hold positions in these two companies. The other Chinese concept stocks are all well-known large technology companies, such as Meituan and Alibaba.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mutou said that the decline in tech stocks is not a cause for concern. If we look at long-term returns over the next five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast.<b>It is expected to generate a compound annual return of 25%-30% this year.</b>This is more than 10 percentage points higher than the 15% she predicted in February.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179493532","content_text":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nARK（方舟投资）由Cathie Wood在2014年创立，ARK专注于投资“颠覆性创新”的机会，即基因科技、机器人技术、人工智能、能量存储和区块链技术。\n今年一月ARK系列基金赢得了比传统投资管理巨头贝莱德、道富更多的资金。ARK坚持“买入成长中小盘股，卖出价值大盘股”的策略。\nARK旗下的6只主动型ETF分别为:\nARKK（颠覆性创新）：这只基金是其他四只主动型ETF的综合，也是市值最大的一支ETF。成立于2014年10月31日，截止今年3月底净资产规模220亿美元，成立以来涨超500%，年初至今下跌3.98%。\n\nARKQ（自动技术与机器人）：本支基金主要投资在自动运输、机器人、自动化、3D打印、能源储存、太空探索等方面发展业务的公司。成立于2014年9月30日，截止今年3月底净资产规模33亿美元，成立以来涨超300%，年初至今涨10%。\n\nARKW（下一代互联网）:本基金主要投资在云计算和网络安全、电子商务、大数据和人工智能、物联网和移动技术、社交平台、区块链和P2P技术方面的公司。成立于2014年9月30日，截止今年3月底净资产规模69亿美元，成立以来上涨超600%，年初至今涨0.74%。\n\nARKG（基因组革命）：本支基金主要投资在Crispr、基因编辑技术、针对性研究治疗、生物信息学、分子诊断、干细胞、农业生物学方面的公司。成立于2014年10月31日，截止今年3月底净资产规模94亿美元，成立以来上涨超350%，年初至今下跌4.85%。\n\nARKF（金融科技创新）：本支基金主要投资在交易创新、区块链技术、风险转化、无摩擦资金平台、面向客户的平台、新中介方面的公司。成立于2019年4月1日，截止今年3月底净资产规模39亿美元，成立以来涨超160%，年初至今上涨2.53%。\n\nARKX(太空探索）：该基金于今年3月30日正式上市交易，主要投资于轨道和亚轨道航天类股、推动技术类股和航天受益类股。成立于2021年3月30日，截止今年3月底净资产规模6300万美元，成立以来几乎持平。\n\n这六只基金里，特斯拉依然是最爱，除了ARKF和ARKX，特斯拉均为第一大头寸，持股约占基金总额的10%。\n中概股方面，腾讯和京东是木头姐最爱，除了ARKG不持有任何中概股头寸外，分别有四只基金都持有这两家公司，其他中概股都是大家耳熟能详的大型科技公司，比如美团、阿里等。\n\n木头姐在最近一次接受CNBC采访时表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":4651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145631199,"gmtCreate":1626220562811,"gmtModify":1703755659127,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145631199","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"YiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位","content":"<p>On July 14,<a href=\"https://laohu8.com/S/02192\">YiMaitong</a>The company announced that it will offer approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$27.20 per Offer Share with board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, the Shares are expected to be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Allocation Results:</b></p><p>Group A has 500 shares per lot, with a 5% success rate per lot. Subscribing to 90 lots guarantees one lot.</p><p>Group B consisted of 200,000 shares (400 lots) and was allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available for subscription under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly oversubscribed. The company received a total of 626,195 valid applications for a total of 9.188 billion shares under the Hong Kong Public Offering, which is approximately 592.41 times the total number of shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the offer price of HK$27.20 per share and the cornerstone investment agreement, cornerstone investors subscribed for a total of 62,784,500 offer shares, representing approximately 9.10% of the issued share capital upon completion of the global offering (assuming no exercise of the over-allotment option and without taking into account any shares that may be issued upon the exercise of share options granted or to be granted under the Share Option Scheme). And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming no exercise of the Over-allotment Option).</p><p>Based on the offer price of HK$27.20 per offer share, the company estimates to receive net proceeds of approximately HK$4.001 billion from the global offering. Among them, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; Approximately 30% is planned to be used to invest in technology and enhance R&D capabilities over the next three to five years; Approximately 20% is intended to be used to carefully select strategic investment or acquisition opportunities; and approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</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>YiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nYiMaitong has a 5% success rate in winning a single lot; subscribing to 90 lots guarantees a winning lot.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-14 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On July 14,<a href=\"https://laohu8.com/S/02192\">YiMaitong</a>The company announced that it will offer approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option. The Offer Price has been fixed at HK$27.20 per Offer Share with board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>and<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As the Joint Sponsors, the Shares are expected to be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data compiled by Tiger Information is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Allocation Results:</b></p><p>Group A has 500 shares per lot, with a 5% success rate per lot. Subscribing to 90 lots guarantees one lot.</p><p>Group B consisted of 200,000 shares (400 lots) and was allocated 1,000 shares (2 lots).</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available for subscription under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were significantly oversubscribed. The company received a total of 626,195 valid applications for a total of 9.188 billion shares under the Hong Kong Public Offering, which is approximately 592.41 times the total number of shares initially available for subscription under the Hong Kong Public Offering.</p><p>Based on the offer price of HK$27.20 per share and the cornerstone investment agreement, cornerstone investors subscribed for a total of 62,784,500 offer shares, representing approximately 9.10% of the issued share capital upon completion of the global offering (assuming no exercise of the over-allotment option and without taking into account any shares that may be issued upon the exercise of share options granted or to be granted under the Share Option Scheme). And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming no exercise of the Over-allotment Option).</p><p>Based on the offer price of HK$27.20 per offer share, the company estimates to receive net proceeds of approximately HK$4.001 billion from the global offering. Among them, approximately 40% of the net proceeds are intended to be used for business expansion in the next three to five years; Approximately 30% is planned to be used to invest in technology and enhance R&D capabilities over the next three to five years; Approximately 20% is intended to be used to carefully select strategic investment or acquisition opportunities; and approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；高盛及海通国际为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手500股，一手中签率5%，认购90手稳中一手。\n乙组头为20万股（400手），获配1000股（2手）。\n\n国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":4449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860113189,"gmtCreate":1632145337741,"gmtModify":1676530710040,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"//<a href=\"https://laohu8.com/U/4088056912922760\">@WinWin88</a>: ?","listText":"//<a href=\"https://laohu8.com/U/4088056912922760\">@WinWin88</a>: ?","text":"//@WinWin88: ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860113189","repostId":"2156169561","repostType":2,"isVote":1,"tweetType":1,"viewCount":5729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171999301,"gmtCreate":1626701129503,"gmtModify":1703763582465,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171999301","repostId":"2151507202","repostType":2,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio' next card: betting on technology?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>","source":"awtmt_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\" 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' next card: betting on technology?</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: 12.5px; color: #7E829C; margin: 0;}\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' next card: betting on technology?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With the rise of new energy vehicle stations, in addition to competing on performance, service, and delivery capabilities, technological strength is becoming an even more important battleground for new car manufacturers.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The science and technology exhibition hall in Shanghai Tower, China's tallest building, has officially opened to the public.</p><p>The exhibition hall not only displays Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila NIO super-sensing system, and the NIO Adam NIO supercomputing platform also brought the white body of the flagship NIO ES8 to the showroom.</p><p>It is understood that this is the first independently developed and mass-produced lightweight all-aluminum body in China, with an aluminum content of 96.4% and an aerospace-grade 7003 aluminum alloy. The lower chassis features a double wishbone and multi-link structure, capable of withstanding an ultra-high pressure of 5 tons and up to 60 atmospheres.</p><p>It is worth mentioning that Nio also selected 561 patent inventions from more than 4,200 patents and created a \"Nio Patent Wall\" in the exhibition hall, covering all fields such as vehicle manufacturing and design, three electric (battery, motor, and electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, and vehicle networking technology.</p><p>Xia Qinghua, Assistant Vice President and General Manager of Nio Motor Company, told All-Weather Technology that the Nio Technology Exhibition Hall took about three months from conceptual design in April this year to the final exhibition. However, since the products in the exhibition hall were all existing content, it only took about a week to build the exhibition hall. Nio wants to let more people know that, in addition to providing services, it has also done a lot in the field of cutting-edge technology.</p><p>It's easy to see that Nio wants to use this move to showcase its technological strength and emphasize the concept of a technology company.</p><p>Financial reports show that from 2018 to 2020, Nio Automobile's R&D investment was RMB 3.998 billion, RMB 4.429 billion, and RMB 2.488 billion, respectively, accounting for 80.75%, 56.59%, and 15.30% of its total revenue in those years. Although R&D investment as a percentage of total revenue has been declining year by year, this investment still ranks among the top in the industry compared to other domestic \"emerging car manufacturers\".</p><p><b>\"Since its establishment, Nio has invested approximately 40 billion yuan in R&D. In the next few years, we will maintain an annual R&D investment of over 5 billion yuan,\" Xia Qinghua told All-Weather Technology.</b></p><p>After the dark moments of 2019, Nio seems to have emerged from its slump, with both revenue and vehicle deliveries doubling in 2020. Thanks to increased deliveries of the high-margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a soaring stock price. On October 31, 2019, Nio Motors' U.S. stock hit a record low, falling to $1.19. By the close of trading on July 16, 2021, the stock price had risen to $43.68, a cumulative increase of over 2,770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, representing a year-on-year increase of 112.6%. In the first quarter of 2021, Nio vehicle deliveries exceeded 20,000 units for the first time, reaching 20,100 units, a year-on-year increase of 422.7% and a quarter-on-quarter increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has already exceeded the total for the whole of last year.</p><p>Having weathered a capital frenzy, fallen into a trough, and then risen to the top, how will Nio develop next? What other factors constrain it? With these questions in mind, All-Weather Technology spoke with Xia Qinghua, General Manager of Nio Shanghai's Shanghai region, in an attempt to find answers.</p><p><b>The following is part of the conversation (edited and compiled by All-Weather Technology):</b></p><p><h2><b>Creating Future Concept Stores</b></h2>All-Weather Technology: Will the concept store be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Neo House in Nio is a space for car owners to share happiness and grow together. Next, we will create some unique features for Neo Houses in different locations in each city.</p><p>For example, the CITIC Tower in Shanghai is the tallest building in China, representing height, so this Neo House should showcase the most cutting-edge technology. The Neo House at HKRI Taikoo Hui on Nanjing West Road in Shanghai may feature fashion-related elements in addition to showcasing cars and lifestyles.</p><p>All-Weather Technology: Neo House doesn't seem to have a centralized concept, but rather outputs a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all things that the Nio system has been doing, whether it's fashion-related or Neo Life. We only need to add some elements appropriately based on local customs and cultural characteristics.</p><p>What Nio brings to users remains unchanged. It still produces high-end intelligent electric vehicles, providing users with a good driving experience and a good lifestyle. These principles remain unchanged.</p><p>Previously, no fixed place had told the market that Nio, in addition to being widely recognized as the company with the best service, had already done so much in the field of cutting-edge technology. Therefore, we want to show these things (technological strength) to everyone.</p><p><h2><b>Battery swapping is a major investment at this stage.</b></h2>All-Weather Technology: Regarding the issue of user charging, Nio not only accepts direct battery replacement, but also continues to build battery swapping stations. Will there be a focus on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would firmly say that they would only make charging piles with higher voltage and higher current and not do battery swapping, but last year they also started to consider doing battery swapping.</p><p>Nio has always insisted on working together on five key elements: vehicles, stations, charging stations, people, and cloud computing. The so-called \"car\" is a mobile charging vehicle; \"Station\" refers to a battery swapping station; \"Pile\" refers to three AC and small tributary \"superchargers\"; \"People\" refers to our large road service team helping users make one-click home appliances; \"Cloud\" refers to the entire cloud mobilization system.</p><p>When it comes to charging, Nio was one of the earliest and most mature companies to do battery swapping. We already have more than 400 power stations across the country, and the national battery swapping safety standards were drafted under the leadership of Nio.</p><p>All-Weather Technology: From NIO's perspective, which is more costly, battery swapping or deploying charging piles?</p><p>Xia Qinghua: Currently, \"home charging stations\" are included with the vehicle and are included in the overall vehicle cost; The 20-kilowatt \"home fast charging stations\" were proactively deployed by us, and are usually located near shopping malls and office buildings. 180-kilowatt \"supercharging pile\", and<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Modern superchargers have a similar nature.</p><p>Whether it's battery swapping or this charging facility, we offer free services to car owners for a certain number of times. For example, car owners across the country who have installed charging stations will receive four free battery swaps per month; If no charging station is installed, there are 6 free battery swaps per month.</p><p>Therefore, for us at this stage, it is still a benefit for car owners. It is possible that they will continue to increase the number of shares held in the future, or appropriately reduce their equity further. Overall, from a cost perspective, Nio is currently the one investing.</p><p>Returning to the cost issue, I haven't calculated it very carefully. However, in terms of efficiency, battery swapping stations are definitely more efficient than charging piles, and one battery swapping station can basically serve about 1,000 vehicles without any problem.</p><p><h2>Take root in the upstream of the supply chain</h2>All-Weather Technology: Nio produced more than 40,000 vehicles last year, and mass production in the first half of this year reached the level of the whole of last year. Based on this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is based on the financial report figures.</p><p>All-Weather Technology: We have noticed that some companies have only entered the intelligent electric vehicle market in the last two years, but their goal is to achieve mass production of 1 million vehicles by 2020. What should the mass production curve of intelligent vehicles look like? Can it achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the factory's designed production capacity. For example, our production line in Hefei has an annual output of 100,000 units per shift. If we work three shifts, that would be 300,000 units per year. The investment is already in a production line of 100,000 units. If we invest in a production capacity of 500,000 units per year, it is possible to double it to 1 million units.</p><p>Many factors determine mass production. For example, whether anyone will actually buy it, and whether it can actually be taken offline.</p><p>The upstream and downstream industrial chain, including motors, chips, seats, glass, door handles, suspensions, tires, etc., will help him prepare a component supply capacity of 1 million.</p><p>All-Weather Technology: What are the key reasons currently limiting the mass production of intelligent electric vehicles?</p><p>Xia Qinghua: At this stage, chips will definitely have some impact. The demand for chips for intelligent electric vehicles in Nio reaches several hundred per unit. With hundreds of chips of various models, a problem with any one of them could have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. However, judging from the past few months, thanks to the efforts of our supply chain team, the problem has basically been resolved.</p><p>All-Weather Technology: Does this mean the chip problem has been basically solved?</p><p>Xia Qinghua: Everyone has to keep an eye on it every day. For example, in the past, most car manufacturers needed large central control screens, so they directly told the suppliers that they needed 8,000 large screens next month, and the manufacturers could just wait. As for the screen and its chips, there's no need to worry about them at all; upstream suppliers will take care of them.</p><p>In recent years, from the perspective of Nio, we have not only looked for suppliers, but also upstream suppliers for chips, screens, etc., to help coordinate the supply of these suppliers' upstream production lines.</p><p>To maintain their production capacity, automakers must penetrate deeper into the upstream of the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727212,"gmtCreate":1626453928036,"gmtModify":1703760570543,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170727212","repostId":"1174712972","repostType":4,"isVote":1,"tweetType":1,"viewCount":4849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883091394,"gmtCreate":1631186005918,"gmtModify":1676530490495,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"title":"","htmlText":"//<a 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