出手了！问界降价，迎战特斯拉

32
Comment
Favorite

出手了！问界降价，迎战特斯拉

华尔街见闻2023-01-13

作者：柴旭晨当特斯拉降价的屠刀落下后，电动车界的当红炸子鸡问界，也迅速出手迎战了。1月13日，问界官宣降价，整体降价幅度为 2.88万～3 万元，M5 EV和M7降价后分别为25.98万元起、28.98万元起。并且针对在此之前提车的老用户，问界也将为其提供价值 3.3万～3.5 万的权益补偿。值得一提的是，此次降价并非问界盲目跟随，而是选择了销量较少的车型为之。乘联会2022全年数据显示，此次未...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

xiaochoochoo
·2023-01-14
👍
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1129413065?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/61180b344e1491fe1b62c015804cdc37","is_english":false,"pubTime":"2023-01-13 22:48","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1129413065","market":"us","top_or_hot":-1,"title":"出手了！问界降价，迎战特斯拉","media":"华尔街见闻","content":"<div>\n<p>作者：柴旭晨当特斯拉降价的屠刀落下后，电动车界的当红炸子鸡问界，也迅速出手迎战了。1月13日，问界官宣降价，整体降价幅度为 2.88万～3 万元，M5 EV和M7降价后分别为25.98万元起、28.98万元起。并且针对在此之前提车的老用户，问界也将为其提供价值 3.3万～3.5 万的权益补偿。值得一提的是，此次降价并非问界盲目跟随，而是选择了销量较少的车型为之。乘联会2022全年数据显示，此次未...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679840\">Source Link</a>\n\n</div>\n","source":"live_wallstreetcn","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>出手了！问界降价，迎战特斯拉</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\">\n出手了！问界降价，迎战特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-13 22:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679840><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：柴旭晨当特斯拉降价的屠刀落下后，电动车界的当红炸子鸡问界，也迅速出手迎战了。1月13日，问界官宣降价，整体降价幅度为 2.88万～3 万元，M5 EV和M7降价后分别为25.98万元起、28.98万元起。并且针对在此之前提车的老用户，问界也将为其提供价值 3.3万～3.5 万的权益补偿。值得一提的是，此次降价并非问界盲目跟随，而是选择了销量较少的车型为之。乘联会2022全年数据显示，此次未...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679840\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://wallstreetcn.com/articles/3679840","article_id":"1129413065","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/61180b344e1491fe1b62c015804cdc37"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1129413065","pubTimestamp":1673621288,"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"一场恶战开始。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"It's shot! Ask the world to cut prices and face Tesla","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6ed37a88c40907938a0a8e364cc41b3a","symbols_score_info":{"TSLA":0.9},"content_text":"作者：柴旭晨当特斯拉降价的屠刀落下后，电动车界的当红炸子鸡问界，也迅速出手迎战了。1月13日，问界官宣降价，整体降价幅度为 2.88万～3 万元，M5 EV和M7降价后分别为25.98万元起、28.98万元起。并且针对在此之前提车的老用户，问界也将为其提供价值 3.3万～3.5 万的权益补偿。值得一提的是，此次降价并非问界盲目跟随，而是选择了销量较少的车型为之。乘联会2022全年数据显示，此次未降价的M5增程版销量近4.9万辆，占全年 7.5 万台销量的大头；而降价的 M5 EV不足1万辆，M7则仅为2.1万辆。在完成此次降价之后，问界这两款车型竞争力或许将进一步提升，其中 M5 EV 已与特斯拉 Model Y 站在了同一价格区间， M7 的价格也下探到了 30 万圈层。问界是在今年初特斯拉降价后，首个跟进的电动车品牌。在去年 10 月特斯拉降价的节点它也曾跟随，在终端门店赠送八千元保险变相降价促销，不过当时没有太引起注意。跟进特斯拉降价背后，是问界的销量焦虑。过去一年以来，带领问界喊出“要在一年内干翻特斯拉” 的“余大嘴”，一直渴望实现销量的突破。在成为行业黑马后，问界持续以势如破竹的姿态不断创造销量神话。1 月 13 日，华为常务董事、终端 BG CEO、智能汽车解决方案 BU CEO余承东表示，问界去年交付超过 7.5 万辆，是成长最快的新能源汽车品牌。可即便如此，距离余承东提出的 “10 万 - 20 万辆” 年度目标还有不小的差距，更不用提超越特斯拉了。急于求量的背后，或许是华为迫切的盈利需求。去年 12 月，在华为内部会议上，余承东表示“车 BU 要在 2025 年实现盈利”。此前他曾坦言，汽车是华为唯一亏损的部门，每年要投入十几亿美元的研发费用。因此，当前肩负着华为汽车规模化目标的问界，在面对特斯拉吹来的“寒气”时，选择以价换量，跟老大哥抢起份额来。只不过，对比特斯拉近三成的毛利率，此番跟随降价，让仍大幅亏损的问界“代工厂”赛力斯压力不小。财报显示，与华为合作后，赛力斯虽然尝到了销量上升、营收攀高的甜头，但亏损依然是主基调，并且幅度越来越大。去年三季度，赛力斯净亏损 9.47 亿元，同比扩大 57.3%；前三季度净亏 26.75 亿元，较去年同期的 10.83 亿元扩大了 147%。而且，这已经是赛力斯连续五个季度出现亏损。对此，1月13日，赛力斯投资部门向华尔街见闻表示，这是量价平衡的选择，希望市场占有率起来之后再从量的角度考虑利润问题。而对于是否会在销量回升后重新提价，赛力斯方面称，这还要看整体市场表现再定。看得出，问界为了这次降价煞费苦心。不仅是问界，在特斯拉的屠刀下，受影响的品牌和车型绝不在少数。华泰证券表示，特斯拉降价以来，包括小鹏 P7、G9、蔚来 ES6、ET5、理想 L7、L8，比亚迪海豹等这一价格段的用户客群都有产生动摇，尤其是定位年轻化的车款。若它们也选择跟随特斯拉降价，那2023年的新能源汽车市场，必将是一场腥风血雨。问界，只是一个开始。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9958856201,"gmtCreate":1673698540804,"gmtModify":1676538875989,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958856201","repostId":1129413065,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":32,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}