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2020-07-21
niz?
Southeast Asia budget airline boom turns sour for planemakers, lessors
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2020-07-11
tsl is more better than other new power-car
错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里
Go to Tiger App to see more news
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11:14","market":"us","language":"en","title":"Southeast Asia budget airline boom turns sour for planemakers, lessors","url":"https://stock-news.laohu8.com/highlight/detail?id=2053170782","media":"Reuters","summary":"By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a ke","content":"<html><body><div><p type=\"text\">By Jamie Freed and Anshuman Daga</p><p type=\"text\">SYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are faltering financially as demand plunges, raising questions over whether they can replace and double their fleets.</p><p type=\"text\">Auditors for Malaysia's AirAsia Group Bhd and Vietnam's VietJet Aviation JSC are concerned about cashflows and funding, while Indonesia's Lion Air has put the brakes on a planned flotation.</p><p type=\"text\">Even before the pandemic, bankers and leasing bosses were worried about whether aircraft ordered during a decade-long buying frenzy by Southeast Asian carriers would end up being delivered.</p><p type=\"text\">The carriers, which have offshoots in multiple countries, have 938 planes on order and lease most of their existing fleets of 476 planes, according to Aviation Week data.</p><p type=\"text\">To be sure, budget airlines with large domestic operations are well-placed for a post-pandemic recovery, despite having less financial support than state-owned rivals.</p><p type=\"text\">Their lower cost structure helps reduce the rate at which they burn cash and gives them the flexibility to benefit first from any recovery, analysts say.</p><p type=\"text\">But with borders shut and economic growth stunted, a return to the low-cost international travel needed for them to afford all of the planes they have on order looks increasingly doubtful - a worrying sign for the companies that make and lease aircraft.</p><p type=\"text\">\"One area that I'm concerned about generally is just those low-cost carriers who ordered too many aircraft,\" Robert Martin, chief executive of Singapore-based lessor BOC Aviation told Reuters.</p><p type=\"text\">\"I think there will still be work to be done on those during the third quarter,\" he said, referring to negotiations over current lease contracts.</p><p type=\"text\">BOOM TIMES</p><p type=\"text\">Until now, a fast-expanding middle class with disposable income and greater liberalisation have made the region lucrative for planemakers and their suppliers.</p><p type=\"text\">At the Singapore Airshow in February - before the pandemic spread broadly outside China - Boeing predicted Southeast Asian airlines would need 4,500 airplanes over the next 20 years, with Vietnam topping the traffic growth charts.</p><p type=\"text\">With that came predictions of jobs for 182,000 new commercial pilots, cabin crew or technicians.</p><p type=\"text\">Now employees are being laid off and furloughed and dozens of aircraft are undelivered, except for airlines still using financing arranged before the crisis, with manufacturers and leasing companies absorbing losses.</p><p type=\"text\">Consultancy IBA estimates there will be an oversupply of up to 2,500 planes globally over the next 20 months.</p><p type=\"text\">Lessors are offering payment deferrals to customers with grounded planes, but a possible cash crunch looms when the payment holiday ends, said Singapore-based aviation analyst Brendan Sobie.</p><p type=\"text\">\"Even with a domestic recovery, you don't have international,\" Sobie said. \"They are carrying too large of a fleet and can't fully utilise the fleet because you can't operate it back of clock on international flights at night.\"</p><p type=\"text\">That threatens the delivery pipeline, though VietJet last month told shareholders it plans to add 12 Airbus jets to its fleet this year.</p><p type=\"text\">Before the crisis, VietJet had ordered planes from both Airbus and Boeing, in part to launch subsidiaries in multiple countries. But so far, it has only set up one offshoot, in Thailand, where it competes against subsidiaries of AirAsia and Lion.</p><p type=\"text\">AirAsia, which has said it is looking for additional debt and equity financing, expects to reach around 70-75% of normal capacity by the end of the year.</p><p type=\"text\">But the group has told Airbus it does not expect to take any new planes in 2020, prompting Airbus to put at least six undelivered aircraft up for sale.</p><p type=\"text\">\"Airbus is working closely with all its customers at this most challenging time,\" a planemaker spokesman said.</p><p type=\"text\">AirAsia declined to comment.</p><p type=\"text\">In Indonesia, Lion Air had already threatened to cancel its order for Boeing 737 MAX jets after a 2018 crash.</p><p type=\"text\">Bankers say the group has sharply cut spending due to the crisis. Lion Air declined to comment on its order plans.</p><p type=\"text\">Boeing said that although passenger traffic might take a few years to recover, it was confident in long-term demand in Southeast Asia.</p><p type=\"text\">(Reporting by Jamie Freed and Anshuman Daga; additional reporting by Bernadette Christina Munthe in Jakarta and James Pearson in Hanoi; Editing by Tim Hepher and Gerry Doyle)</p><div></div></div></body></html>","source":"yahoofinance","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>Southeast Asia budget airline boom turns sour for planemakers, lessors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoutheast Asia budget airline boom turns sour for planemakers, lessors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-21 11:14 GMT+8 <a href=https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are ...</p>\n\n<a href=\"https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/iY7wHavCPjlsMsgNxGSH1g--~B/aD01MzM7dz04MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en-US/reuters.com/dcbf0c85c0768a156e052ee380b35622","relate_stocks":{"BA":"波音"},"source_url":"https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2053170782","content_text":"By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are faltering financially as demand plunges, raising questions over whether they can replace and double their fleets.Auditors for Malaysia's AirAsia Group Bhd and Vietnam's VietJet Aviation JSC are concerned about cashflows and funding, while Indonesia's Lion Air has put the brakes on a planned flotation.Even before the pandemic, bankers and leasing bosses were worried about whether aircraft ordered during a decade-long buying frenzy by Southeast Asian carriers would end up being delivered.The carriers, which have offshoots in multiple countries, have 938 planes on order and lease most of their existing fleets of 476 planes, according to Aviation Week data.To be sure, budget airlines with large domestic operations are well-placed for a post-pandemic recovery, despite having less financial support than state-owned rivals.Their lower cost structure helps reduce the rate at which they burn cash and gives them the flexibility to benefit first from any recovery, analysts say.But with borders shut and economic growth stunted, a return to the low-cost international travel needed for them to afford all of the planes they have on order looks increasingly doubtful - a worrying sign for the companies that make and lease aircraft.\"One area that I'm concerned about generally is just those low-cost carriers who ordered too many aircraft,\" Robert Martin, chief executive of Singapore-based lessor BOC Aviation told Reuters.\"I think there will still be work to be done on those during the third quarter,\" he said, referring to negotiations over current lease contracts.BOOM TIMESUntil now, a fast-expanding middle class with disposable income and greater liberalisation have made the region lucrative for planemakers and their suppliers.At the Singapore Airshow in February - before the pandemic spread broadly outside China - Boeing predicted Southeast Asian airlines would need 4,500 airplanes over the next 20 years, with Vietnam topping the traffic growth charts.With that came predictions of jobs for 182,000 new commercial pilots, cabin crew or technicians.Now employees are being laid off and furloughed and dozens of aircraft are undelivered, except for airlines still using financing arranged before the crisis, with manufacturers and leasing companies absorbing losses.Consultancy IBA estimates there will be an oversupply of up to 2,500 planes globally over the next 20 months.Lessors are offering payment deferrals to customers with grounded planes, but a possible cash crunch looms when the payment holiday ends, said Singapore-based aviation analyst Brendan Sobie.\"Even with a domestic recovery, you don't have international,\" Sobie said. \"They are carrying too large of a fleet and can't fully utilise the fleet because you can't operate it back of clock on international flights at night.\"That threatens the delivery pipeline, though VietJet last month told shareholders it plans to add 12 Airbus jets to its fleet this year.Before the crisis, VietJet had ordered planes from both Airbus and Boeing, in part to launch subsidiaries in multiple countries. But so far, it has only set up one offshoot, in Thailand, where it competes against subsidiaries of AirAsia and Lion.AirAsia, which has said it is looking for additional debt and equity financing, expects to reach around 70-75% of normal capacity by the end of the year.But the group has told Airbus it does not expect to take any new planes in 2020, prompting Airbus to put at least six undelivered aircraft up for sale.\"Airbus is working closely with all its customers at this most challenging time,\" a planemaker spokesman said.AirAsia declined to comment.In Indonesia, Lion Air had already threatened to cancel its order for Boeing 737 MAX jets after a 2018 crash.Bankers say the group has sharply cut spending due to the crisis. Lion Air declined to comment on its order plans.Boeing said that although passenger traffic might take a few years to recover, it was confident in long-term demand in Southeast Asia.(Reporting by Jamie Freed and Anshuman Daga; additional reporting by Bernadette Christina Munthe in Jakarta and James Pearson in Hanoi; Editing by Tim Hepher and Gerry Doyle)","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":943836764,"gmtCreate":1594462265558,"gmtModify":1705045549271,"author":{"id":"57623269452042","authorId":"57623269452042","authorIdStr":"57623269452042","name":"不可名状","avatar":"https://static.tigerbbs.com/0a40f70e487462101b5fce2208c94fea","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"57623269452042"},"themes":[],"htmlText":"tsl is more better than other new power-car","listText":"tsl is more better than other new power-car","text":"tsl is more better than other new power-car","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/943836764","repostId":"2050454161","repostType":2,"repost":{"id":"2050454161","pubTimestamp":1594460940,"share":"https://ttm.financial/m/news/2050454161?lang=&edition=fundamental","pubTime":"2020-07-11 17:49","market":"us","language":"zh","title":"错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里","url":"https://stock-news.laohu8.com/highlight/detail?id=2050454161","media":"每日经济新闻","summary":"图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不","content":"<div>\n<p>图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里</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 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class=\"title\">\n错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-11 17:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb4a82a0b3d2d5a95ba411e9bab3f4d9","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2050454161","content_text":"图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只牛股》已有介绍！行情刚刚“上道”，粉丝朋友都在积极“掘金”。今天，钱研君要给大家分享的是蔚来汽车产业链。最近两个月，蔚来的股价涨了5倍。资本市场，就是一个充满传奇的地方！在蔚来的身上，需要去找寻复制特斯拉的新机遇！本期《钱瞻研报》推出了白金版，重点介绍了蔚来汽车产业链4家上市公司的基本情况。欢迎大家关注微信公众号“道达号”，进入赢家学院进行阅读。免责声明：本文及《钱瞻研报》白金版是从行业前瞻去挖掘价值信息，整合最热研报主要观点，文章提供的信息仅供参考，不涉及操作建议。据此入市，风险自担！两个月5倍的励志“故事”行情来了，就不能放过任何一个可能成牛的机会！当市场还在聚焦特斯拉股价，这个钱研君去年就挖掘的题材之时，有另外一家曾不被看好的新能源汽车——蔚来，仅仅用时两个月，股价涨了5倍之多！资本市场，就是一个充满传奇的地方！在蔚来的身上，需要去找寻复制特斯拉的新机遇！何为蔚来？蔚来汽车是一家从事高性能智能电动汽车研发、生产和销售的公司，由顶尖互联网企业和企业家投资数亿美元创建，投资人包括易车创始人李斌（现蔚来汽车董事长）、互联网巨头腾讯、汽车之家创始人李想、京东创始人刘强东，及知名投资机构高瓴资本等。公司自2014年成立以来发展迅速，首款量产车ES8已于2017年12月上市并于2018年6月起实现交付。2019年9月，蔚来汽车二季度财报亏损加大，其股价一度跌破2美元，与此同时，ES8自燃，以及在当年6月份又通过国家质检总局召回部分搭载了2018年4月2日到2018年10月19日期间生产的动力电池包的蔚来ES8电动汽车，共计4803辆，约占ES8所有交付量的20%以上，蔚来经历了上市以来最黑暗的时间。不过，经历了风雨，才能见彩虹。2020年6月蔚来的销量已经在不断创新高，持续超预期，其中ES6和ES8分别销售2476辆和1264辆，同比增长500%和36%，环比增长-8%和68%，与5月不同的是，ES8恢复到销量高位。纵观前五月，蔚来汽车成为造车新势力中的佼佼者，连续称霸榜首，换电模式和高端定位策略成为其增长的核心动力。另外，6月29日，蔚来官方披露收到合肥战略投资者的资金投入，有助于在政策、资金等方面获得更大优势。另外，据美国证券交易委员会6月19日披露，腾讯通过其全资子公司黄河投资再次买入了蔚来汽车168万股美国存托股（ADS），共斥资1000万美元，约7070万元人民币。本次增持过后，腾讯共持有蔚来约1.59亿普通股票，占比达到15.1%，坐稳第二大股东。而蔚来汽车创始人、CEO李斌目前持有蔚来汽车154,689,253股，股权比例达到13.8%，并拥有47%投票权。6月20日，在《中国企业家》主办的会议上，蔚来汽车创始人李斌在演讲中透露，在今年5月份，蔚来交付了3436台车，也创造了历史交付的新高，而且ES6从去年10月份开始，已连续8个月都是纯电SUV销量的冠军，平均售价在40多万人民币。这说明，在疫情期间，高端乘用车用户对于电动车的喜好度上升了，跟疫情对于用户行为改变的关联度非常大。经历磨难，蔚来的股价也就诠释了什么是凤凰涅槃。新能源汽车，不仅仅有特斯拉，还有蔚来，以及准备上市的理想。蔚来的未来：政府+金融双支持要论蔚来汽车的未来，目前从政府政策和金融支持力度能看到端倪。2020年4月29日下午，蔚来与合肥市建设投资控股（集团）有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议，并与合肥经济技术开发区就蔚来中国总部入驻达成协议。未来可以拿到112.6亿元的现金流，能够大幅改善蔚来的财务情况，也能使其能够顺利进行战略布局、产品开发、市场开拓，在现有的基础上能够存活下去，在市场上分得一定份额。后续蔚来的销量以及一季度财报都显示了其潜力及合肥的眼光。2020年5月的交付量，对于蔚来而言是个里程碑，这是自2018年5月交付以来，单月交付量最高的一个月，上一个交付记录是2018年12月的3318辆。而2018年12月的3318辆，更多是完成产能爬坡后，积压订单支撑起的数量，而今年5月的3436辆，基本来自新增的需求，能够显示出蔚来市场的良性发展。今年一季度，蔚来营收为13.7亿元人民币，环比下滑51.8%，同比下滑15.9%；净亏损16.91亿元人民币，环比收窄 40.9%，同比收窄35.5%；蔚来的销售成本为15.39亿元，环比下降 50.4%，创出了2018年三季度以来新低。创始人李斌表示，公司的汽车业务毛利率有望在二季度达到5%，公司整体的毛利率有望达3%，这将是蔚来汽车首次实现毛利率转正。都显示出健康发展有竞争力的态势。金融方面，7月10日，蔚来中国与建行、工行、中行、农行、兴业、招行举行了银企战略合作签约仪式。根据协议，六家银行将向蔚来中国提供104亿元人民币综合授信。蔚来中国将与各银行在企业账户体系搭建、供应链金融、汽车金融等业务领域展开广泛合作。钱研君如果没有记错的话，特斯拉当时拿到中国银行贷款后，股价翻了2倍之多，此次蔚来汽车得到各大行支持，未来想象空间值得去期待。机遇：享受行业成长红利2020年是新能源汽车新周期开局之年。第一、新能源汽车车型升级，带动电动化发展，2020-2022年有50多款新能源汽车发售，大众MEB平台、TESLA MODEL3、MODEL Y、BMW、BENZ等车型投产面市，合资中高端车发力点燃市场消费热点。第二、政策层面，德国等欧洲各国已经加大政策补贴力度，短期国内补贴延后，中长期国内实行双积分政策。新能源汽车产业发展规划提出，2025年新能源汽车渗透率达25%要求，后续政策利好有望持续出台，促进行业前进发展。第三、产业链板块，经历2019年的磨底，上、中、下游价格利润都处于历史低位，落后产能在压力下淘汰退出，整个行业格局更加清晰。短期受到疫情影响，下游新能源车企生产进度将会有一定延后，对行业整体销量及需求造成影响。从国内来看，疫情恢复较好，复工率已逐步恢复至正常水平；海外疫情相对较为悲观，下游车企生产端短期将会受到冲击，但欧洲电动车销量情况超预期，后续有望持续增长。国内政策落地，叠加国产特斯拉和合资车企放量，疫情影响消退后，2020年下半年开始，新能源汽车销量有望继续快速增长。中长期来看，行业集中度有望向头部集中，随着电动新车型的持续推出，预计疫情恢复后行业有望迎来新的发展。那么，蔚来汽车产业链重点涉及哪些A股上市公司？请粉丝朋友关注微信公众号“道达号”，阅读本期《钱瞻研报》的白金版！本期《钱瞻研报》推出了白金版，重点介绍了蔚来汽车产业链4家上市公司的基本情况。欢迎大家关注微信公众号“道达号”，进入赢家学院进行阅读。风险提示：1、销量与业绩不及预期；2、流动性与再融资风险；3、业务模式长期可持续性风险；4、市场竞争与行业风险。本期钱瞻研报的参考研报如下：华金证券：蔚来汽车，“蔚来”有没有未来光大证券：蔚来：2020年一季度业绩点评报告，1Q20业绩略超指引，2Q20E或尤为关键华安证券：解析安徽产业布局新能源汽车和动力电池：进击的安徽新兴产业财通证券：新能源车迎来向上拐点，光伏高景气增长可期长城证券：特斯拉Q2交付超预期，蔚来6月销量齐发力（本文内容仅供参考，不作为投资建议，据此入市，风险自担。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":660455623,"gmtCreate":1661878737167,"gmtModify":1676536791826,"author":{"id":"57623269452042","authorId":"57623269452042","authorIdStr":"57623269452042","name":"不可名状","avatar":"https://static.tigerbbs.com/0a40f70e487462101b5fce2208c94fea","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"57623269452042"},"themes":[],"htmlText":"<a 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11:14","market":"us","language":"en","title":"Southeast Asia budget airline boom turns sour for planemakers, lessors","url":"https://stock-news.laohu8.com/highlight/detail?id=2053170782","media":"Reuters","summary":"By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a ke","content":"<html><body><div><p type=\"text\">By Jamie Freed and Anshuman Daga</p><p type=\"text\">SYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are faltering financially as demand plunges, raising questions over whether they can replace and double their fleets.</p><p type=\"text\">Auditors for Malaysia's AirAsia Group Bhd and Vietnam's VietJet Aviation JSC are concerned about cashflows and funding, while Indonesia's Lion Air has put the brakes on a planned flotation.</p><p type=\"text\">Even before the pandemic, bankers and leasing bosses were worried about whether aircraft ordered during a decade-long buying frenzy by Southeast Asian carriers would end up being delivered.</p><p type=\"text\">The carriers, which have offshoots in multiple countries, have 938 planes on order and lease most of their existing fleets of 476 planes, according to Aviation Week data.</p><p type=\"text\">To be sure, budget airlines with large domestic operations are well-placed for a post-pandemic recovery, despite having less financial support than state-owned rivals.</p><p type=\"text\">Their lower cost structure helps reduce the rate at which they burn cash and gives them the flexibility to benefit first from any recovery, analysts say.</p><p type=\"text\">But with borders shut and economic growth stunted, a return to the low-cost international travel needed for them to afford all of the planes they have on order looks increasingly doubtful - a worrying sign for the companies that make and lease aircraft.</p><p type=\"text\">\"One area that I'm concerned about generally is just those low-cost carriers who ordered too many aircraft,\" Robert Martin, chief executive of Singapore-based lessor BOC Aviation told Reuters.</p><p type=\"text\">\"I think there will still be work to be done on those during the third quarter,\" he said, referring to negotiations over current lease contracts.</p><p type=\"text\">BOOM TIMES</p><p type=\"text\">Until now, a fast-expanding middle class with disposable income and greater liberalisation have made the region lucrative for planemakers and their suppliers.</p><p type=\"text\">At the Singapore Airshow in February - before the pandemic spread broadly outside China - Boeing predicted Southeast Asian airlines would need 4,500 airplanes over the next 20 years, with Vietnam topping the traffic growth charts.</p><p type=\"text\">With that came predictions of jobs for 182,000 new commercial pilots, cabin crew or technicians.</p><p type=\"text\">Now employees are being laid off and furloughed and dozens of aircraft are undelivered, except for airlines still using financing arranged before the crisis, with manufacturers and leasing companies absorbing losses.</p><p type=\"text\">Consultancy IBA estimates there will be an oversupply of up to 2,500 planes globally over the next 20 months.</p><p type=\"text\">Lessors are offering payment deferrals to customers with grounded planes, but a possible cash crunch looms when the payment holiday ends, said Singapore-based aviation analyst Brendan Sobie.</p><p type=\"text\">\"Even with a domestic recovery, you don't have international,\" Sobie said. \"They are carrying too large of a fleet and can't fully utilise the fleet because you can't operate it back of clock on international flights at night.\"</p><p type=\"text\">That threatens the delivery pipeline, though VietJet last month told shareholders it plans to add 12 Airbus jets to its fleet this year.</p><p type=\"text\">Before the crisis, VietJet had ordered planes from both Airbus and Boeing, in part to launch subsidiaries in multiple countries. But so far, it has only set up one offshoot, in Thailand, where it competes against subsidiaries of AirAsia and Lion.</p><p type=\"text\">AirAsia, which has said it is looking for additional debt and equity financing, expects to reach around 70-75% of normal capacity by the end of the year.</p><p type=\"text\">But the group has told Airbus it does not expect to take any new planes in 2020, prompting Airbus to put at least six undelivered aircraft up for sale.</p><p type=\"text\">\"Airbus is working closely with all its customers at this most challenging time,\" a planemaker spokesman said.</p><p type=\"text\">AirAsia declined to comment.</p><p type=\"text\">In Indonesia, Lion Air had already threatened to cancel its order for Boeing 737 MAX jets after a 2018 crash.</p><p type=\"text\">Bankers say the group has sharply cut spending due to the crisis. Lion Air declined to comment on its order plans.</p><p type=\"text\">Boeing said that although passenger traffic might take a few years to recover, it was confident in long-term demand in Southeast Asia.</p><p type=\"text\">(Reporting by Jamie Freed and Anshuman Daga; additional reporting by Bernadette Christina Munthe in Jakarta and James Pearson in Hanoi; Editing by Tim Hepher and Gerry Doyle)</p><div></div></div></body></html>","source":"yahoofinance","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>Southeast Asia budget airline boom turns sour for planemakers, lessors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSoutheast Asia budget airline boom turns sour for planemakers, lessors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-21 11:14 GMT+8 <a href=https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are ...</p>\n\n<a href=\"https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/iY7wHavCPjlsMsgNxGSH1g--~B/aD01MzM7dz04MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en-US/reuters.com/dcbf0c85c0768a156e052ee380b35622","relate_stocks":{"BA":"波音"},"source_url":"https://finance.yahoo.com/news/southeast-asia-budget-airline-boom-031407397.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2053170782","content_text":"By Jamie Freed and Anshuman DagaSYDNEY/SINGAPORE (Reuters) - Southeast Asian low-cost carriers, a key growth engine for planemakers and leasing companies for a decade before the pandemic, are faltering financially as demand plunges, raising questions over whether they can replace and double their fleets.Auditors for Malaysia's AirAsia Group Bhd and Vietnam's VietJet Aviation JSC are concerned about cashflows and funding, while Indonesia's Lion Air has put the brakes on a planned flotation.Even before the pandemic, bankers and leasing bosses were worried about whether aircraft ordered during a decade-long buying frenzy by Southeast Asian carriers would end up being delivered.The carriers, which have offshoots in multiple countries, have 938 planes on order and lease most of their existing fleets of 476 planes, according to Aviation Week data.To be sure, budget airlines with large domestic operations are well-placed for a post-pandemic recovery, despite having less financial support than state-owned rivals.Their lower cost structure helps reduce the rate at which they burn cash and gives them the flexibility to benefit first from any recovery, analysts say.But with borders shut and economic growth stunted, a return to the low-cost international travel needed for them to afford all of the planes they have on order looks increasingly doubtful - a worrying sign for the companies that make and lease aircraft.\"One area that I'm concerned about generally is just those low-cost carriers who ordered too many aircraft,\" Robert Martin, chief executive of Singapore-based lessor BOC Aviation told Reuters.\"I think there will still be work to be done on those during the third quarter,\" he said, referring to negotiations over current lease contracts.BOOM TIMESUntil now, a fast-expanding middle class with disposable income and greater liberalisation have made the region lucrative for planemakers and their suppliers.At the Singapore Airshow in February - before the pandemic spread broadly outside China - Boeing predicted Southeast Asian airlines would need 4,500 airplanes over the next 20 years, with Vietnam topping the traffic growth charts.With that came predictions of jobs for 182,000 new commercial pilots, cabin crew or technicians.Now employees are being laid off and furloughed and dozens of aircraft are undelivered, except for airlines still using financing arranged before the crisis, with manufacturers and leasing companies absorbing losses.Consultancy IBA estimates there will be an oversupply of up to 2,500 planes globally over the next 20 months.Lessors are offering payment deferrals to customers with grounded planes, but a possible cash crunch looms when the payment holiday ends, said Singapore-based aviation analyst Brendan Sobie.\"Even with a domestic recovery, you don't have international,\" Sobie said. \"They are carrying too large of a fleet and can't fully utilise the fleet because you can't operate it back of clock on international flights at night.\"That threatens the delivery pipeline, though VietJet last month told shareholders it plans to add 12 Airbus jets to its fleet this year.Before the crisis, VietJet had ordered planes from both Airbus and Boeing, in part to launch subsidiaries in multiple countries. But so far, it has only set up one offshoot, in Thailand, where it competes against subsidiaries of AirAsia and Lion.AirAsia, which has said it is looking for additional debt and equity financing, expects to reach around 70-75% of normal capacity by the end of the year.But the group has told Airbus it does not expect to take any new planes in 2020, prompting Airbus to put at least six undelivered aircraft up for sale.\"Airbus is working closely with all its customers at this most challenging time,\" a planemaker spokesman said.AirAsia declined to comment.In Indonesia, Lion Air had already threatened to cancel its order for Boeing 737 MAX jets after a 2018 crash.Bankers say the group has sharply cut spending due to the crisis. Lion Air declined to comment on its order plans.Boeing said that although passenger traffic might take a few years to recover, it was confident in long-term demand in Southeast Asia.(Reporting by Jamie Freed and Anshuman Daga; additional reporting by Bernadette Christina Munthe in Jakarta and James Pearson in Hanoi; Editing by Tim Hepher and Gerry Doyle)","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":943836764,"gmtCreate":1594462265558,"gmtModify":1705045549271,"author":{"id":"57623269452042","authorId":"57623269452042","authorIdStr":"57623269452042","name":"不可名状","avatar":"https://static.tigerbbs.com/0a40f70e487462101b5fce2208c94fea","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"57623269452042"},"themes":[],"htmlText":"tsl is more better than other new power-car","listText":"tsl is more better than other new power-car","text":"tsl is more better than other new power-car","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/943836764","repostId":"2050454161","repostType":2,"repost":{"id":"2050454161","pubTimestamp":1594460940,"share":"https://ttm.financial/m/news/2050454161?lang=&edition=fundamental","pubTime":"2020-07-11 17:49","market":"us","language":"zh","title":"错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里","url":"https://stock-news.laohu8.com/highlight/detail?id=2050454161","media":"每日经济新闻","summary":"图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不","content":"<div>\n<p>图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b\">Web 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class=\"title\">\n错过了特斯拉，别再错过它！两个月股价涨5倍！产业链机遇在这里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-11 17:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb4a82a0b3d2d5a95ba411e9bab3f4d9","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202007111749417b1a61c0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2050454161","content_text":"图片来源：摄图网来源：道达号（微信号：daoda1997）各位老铁，大家周末好！我是钱研君，每个周六，我都在公众号“道达号”上发布最新的研究成果——钱瞻研报。2020年的下半场开局，真的是刺激，不知不觉沪指已经回到3400点一带，而创业板指数也是连创阶段新高。《钱瞻研报》及白金版分享的行业，同样也走在牛途上，具体有哪些，端午期间《钱瞻研报》白金版的中期总结《8成胜率！命中五大热门板块！跑出数十只牛股》已有介绍！行情刚刚“上道”，粉丝朋友都在积极“掘金”。今天，钱研君要给大家分享的是蔚来汽车产业链。最近两个月，蔚来的股价涨了5倍。资本市场，就是一个充满传奇的地方！在蔚来的身上，需要去找寻复制特斯拉的新机遇！本期《钱瞻研报》推出了白金版，重点介绍了蔚来汽车产业链4家上市公司的基本情况。欢迎大家关注微信公众号“道达号”，进入赢家学院进行阅读。免责声明：本文及《钱瞻研报》白金版是从行业前瞻去挖掘价值信息，整合最热研报主要观点，文章提供的信息仅供参考，不涉及操作建议。据此入市，风险自担！两个月5倍的励志“故事”行情来了，就不能放过任何一个可能成牛的机会！当市场还在聚焦特斯拉股价，这个钱研君去年就挖掘的题材之时，有另外一家曾不被看好的新能源汽车——蔚来，仅仅用时两个月，股价涨了5倍之多！资本市场，就是一个充满传奇的地方！在蔚来的身上，需要去找寻复制特斯拉的新机遇！何为蔚来？蔚来汽车是一家从事高性能智能电动汽车研发、生产和销售的公司，由顶尖互联网企业和企业家投资数亿美元创建，投资人包括易车创始人李斌（现蔚来汽车董事长）、互联网巨头腾讯、汽车之家创始人李想、京东创始人刘强东，及知名投资机构高瓴资本等。公司自2014年成立以来发展迅速，首款量产车ES8已于2017年12月上市并于2018年6月起实现交付。2019年9月，蔚来汽车二季度财报亏损加大，其股价一度跌破2美元，与此同时，ES8自燃，以及在当年6月份又通过国家质检总局召回部分搭载了2018年4月2日到2018年10月19日期间生产的动力电池包的蔚来ES8电动汽车，共计4803辆，约占ES8所有交付量的20%以上，蔚来经历了上市以来最黑暗的时间。不过，经历了风雨，才能见彩虹。2020年6月蔚来的销量已经在不断创新高，持续超预期，其中ES6和ES8分别销售2476辆和1264辆，同比增长500%和36%，环比增长-8%和68%，与5月不同的是，ES8恢复到销量高位。纵观前五月，蔚来汽车成为造车新势力中的佼佼者，连续称霸榜首，换电模式和高端定位策略成为其增长的核心动力。另外，6月29日，蔚来官方披露收到合肥战略投资者的资金投入，有助于在政策、资金等方面获得更大优势。另外，据美国证券交易委员会6月19日披露，腾讯通过其全资子公司黄河投资再次买入了蔚来汽车168万股美国存托股（ADS），共斥资1000万美元，约7070万元人民币。本次增持过后，腾讯共持有蔚来约1.59亿普通股票，占比达到15.1%，坐稳第二大股东。而蔚来汽车创始人、CEO李斌目前持有蔚来汽车154,689,253股，股权比例达到13.8%，并拥有47%投票权。6月20日，在《中国企业家》主办的会议上，蔚来汽车创始人李斌在演讲中透露，在今年5月份，蔚来交付了3436台车，也创造了历史交付的新高，而且ES6从去年10月份开始，已连续8个月都是纯电SUV销量的冠军，平均售价在40多万人民币。这说明，在疫情期间，高端乘用车用户对于电动车的喜好度上升了，跟疫情对于用户行为改变的关联度非常大。经历磨难，蔚来的股价也就诠释了什么是凤凰涅槃。新能源汽车，不仅仅有特斯拉，还有蔚来，以及准备上市的理想。蔚来的未来：政府+金融双支持要论蔚来汽车的未来，目前从政府政策和金融支持力度能看到端倪。2020年4月29日下午，蔚来与合肥市建设投资控股（集团）有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议，并与合肥经济技术开发区就蔚来中国总部入驻达成协议。未来可以拿到112.6亿元的现金流，能够大幅改善蔚来的财务情况，也能使其能够顺利进行战略布局、产品开发、市场开拓，在现有的基础上能够存活下去，在市场上分得一定份额。后续蔚来的销量以及一季度财报都显示了其潜力及合肥的眼光。2020年5月的交付量，对于蔚来而言是个里程碑，这是自2018年5月交付以来，单月交付量最高的一个月，上一个交付记录是2018年12月的3318辆。而2018年12月的3318辆，更多是完成产能爬坡后，积压订单支撑起的数量，而今年5月的3436辆，基本来自新增的需求，能够显示出蔚来市场的良性发展。今年一季度，蔚来营收为13.7亿元人民币，环比下滑51.8%，同比下滑15.9%；净亏损16.91亿元人民币，环比收窄 40.9%，同比收窄35.5%；蔚来的销售成本为15.39亿元，环比下降 50.4%，创出了2018年三季度以来新低。创始人李斌表示，公司的汽车业务毛利率有望在二季度达到5%，公司整体的毛利率有望达3%，这将是蔚来汽车首次实现毛利率转正。都显示出健康发展有竞争力的态势。金融方面，7月10日，蔚来中国与建行、工行、中行、农行、兴业、招行举行了银企战略合作签约仪式。根据协议，六家银行将向蔚来中国提供104亿元人民币综合授信。蔚来中国将与各银行在企业账户体系搭建、供应链金融、汽车金融等业务领域展开广泛合作。钱研君如果没有记错的话，特斯拉当时拿到中国银行贷款后，股价翻了2倍之多，此次蔚来汽车得到各大行支持，未来想象空间值得去期待。机遇：享受行业成长红利2020年是新能源汽车新周期开局之年。第一、新能源汽车车型升级，带动电动化发展，2020-2022年有50多款新能源汽车发售，大众MEB平台、TESLA MODEL3、MODEL Y、BMW、BENZ等车型投产面市，合资中高端车发力点燃市场消费热点。第二、政策层面，德国等欧洲各国已经加大政策补贴力度，短期国内补贴延后，中长期国内实行双积分政策。新能源汽车产业发展规划提出，2025年新能源汽车渗透率达25%要求，后续政策利好有望持续出台，促进行业前进发展。第三、产业链板块，经历2019年的磨底，上、中、下游价格利润都处于历史低位，落后产能在压力下淘汰退出，整个行业格局更加清晰。短期受到疫情影响，下游新能源车企生产进度将会有一定延后，对行业整体销量及需求造成影响。从国内来看，疫情恢复较好，复工率已逐步恢复至正常水平；海外疫情相对较为悲观，下游车企生产端短期将会受到冲击，但欧洲电动车销量情况超预期，后续有望持续增长。国内政策落地，叠加国产特斯拉和合资车企放量，疫情影响消退后，2020年下半年开始，新能源汽车销量有望继续快速增长。中长期来看，行业集中度有望向头部集中，随着电动新车型的持续推出，预计疫情恢复后行业有望迎来新的发展。那么，蔚来汽车产业链重点涉及哪些A股上市公司？请粉丝朋友关注微信公众号“道达号”，阅读本期《钱瞻研报》的白金版！本期《钱瞻研报》推出了白金版，重点介绍了蔚来汽车产业链4家上市公司的基本情况。欢迎大家关注微信公众号“道达号”，进入赢家学院进行阅读。风险提示：1、销量与业绩不及预期；2、流动性与再融资风险；3、业务模式长期可持续性风险；4、市场竞争与行业风险。本期钱瞻研报的参考研报如下：华金证券：蔚来汽车，“蔚来”有没有未来光大证券：蔚来：2020年一季度业绩点评报告，1Q20业绩略超指引，2Q20E或尤为关键华安证券：解析安徽产业布局新能源汽车和动力电池：进击的安徽新兴产业财通证券：新能源车迎来向上拐点，光伏高景气增长可期长城证券：特斯拉Q2交付超预期，蔚来6月销量齐发力（本文内容仅供参考，不作为投资建议，据此入市，风险自担。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
