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Tian1110
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2021-06-12
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2021-05-26
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2021-05-23
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2021-05-02
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Be wary of the American trap! Behind the arrogance of Apple and Tesla, is it really the creator of the future world
在一些路人的视角中，无论是苹果还是特斯拉，都是资本的丑陋，慢待消费者已经是常态！亮眼的数据足以说明，在大量铁粉的眼中，苹果和特斯拉都是未来技术的象征，是未来世界的创造者。警惕美国陷阱首先得承认，苹果和特斯拉在中国市场的确取得非常大的成功。
Be wary of the American trap! Behind the arrogance of Apple and Tesla, is it really the creator of the future world
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2021-04-30
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Guangdong Three Departments Jointly Hold Administrative Guidance Meeting of Internet Platform Enterprises
阿里、腾讯、京东等与会
Guangdong Three Departments Jointly Hold Administrative Guidance Meeting of Internet Platform Enterprises
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Tian1110
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2021-04-29
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Tian1110
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2021-04-20
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Tech giants are building cars one after another, but it's actually just a stepping stone
加入中国电动车俱乐部，要先搞定2张门票。
Tech giants are building cars one after another, but it's actually just a stepping stone
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2021-04-20
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Li Xiang: Self-developed autonomous driving system can compete with Huawei and Tesla next year
4月20日，$理想汽车(LI)$李想在$微博(WB)$表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、$特斯拉(TSLA)$正面较量。
Li Xiang: Self-developed autonomous driving system can compete with Huawei and Tesla next year
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Tian1110
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2021-04-19
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Nio CEO Li Bin: Optimistic about EV sales this year
蔚来汽车CEO李斌表示，3月份是中国智能电动汽车市场的里程碑，电动汽车首次占到新车销量的10%以上；购买电动汽车的个人用户越来越多，这是一个很好的开始。李斌表示对今年的市场非常乐观，包括下半年。 此外
Nio CEO Li Bin: Optimistic about EV sales this year
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2021-04-19
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What is the intention of Nio to join hands with Sinopec?
4月15日，造车新势力代表品牌蔚来汽车官方宣布，旗下第二代换电站在北京中石化朝英站正式落成。据介绍，这是蔚来汽车与中国石化合作建设的首座换电站。 蔚来方面介绍，蔚来第二代换电站是全球首个量产实现车辆自
What is the intention of Nio to join hands with Sinopec?
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20:44","market":"us","language":"zh","title":"Be wary of the American trap! Behind the arrogance of Apple and Tesla, is it really the creator of the future world","url":"https://stock-news.laohu8.com/highlight/detail?id=2132893595","media":"腾讯新闻","summary":"在一些路人的视角中，无论是苹果还是特斯拉，都是资本的丑陋，慢待消费者已经是常态！亮眼的数据足以说明，在大量铁粉的眼中，苹果和特斯拉都是未来技术的象征，是未来世界的创造者。警惕美国陷阱首先得承认，苹果和特斯拉在中国市场的确取得非常大的成功。","content":"<p><html><body><article>From<a href=\"https://laohu8.com/S/AAPL\">Apple</a>To<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>If we think about it carefully, we will find a very interesting phenomenon.</p><p>From the perspective of some passersby, both Apple and Tesla are the ugliness of capital, and it is the norm to treat consumers slowly!</p><p>As a result, no matter how public opinion blows, consumers in the Chinese market still choose Apple and Tesla with their feet. According to Apple's fiscal second quarter report data, Apple's revenue in Greater China was 17.728 billion, an increase of 87% year-on-year. Similarly, in March, the Tesla model 3 ranked first in the domestic mid-sized sedan market with 25,352 sales, up 149.53% year-on-year.</p><p>The bright data is enough to show that in the eyes of a large number of iron powders, Apple and Tesla are both symbols of future technology and creators of the future world.</p><p>Be wary of the American trap</p><p>First of all, I have to admit that Apple and Tesla have indeed achieved great success in the Chinese market. To explore the success behind this, I use Tesla as an example.</p><p>The American Trap wrote that the U.S. Department of Justice used domestic law as a tool to directly force the giants of the European electric industry<a href=\"https://laohu8.com/S/0J2R.UK\">Alstom</a>Group sells power equipment business to US<a href=\"https://laohu8.com/S/GE\">General Electric</a>Corp.</p><p>This \"America First\" model means that the United States gathers state power, exercises the power of industry supervision, and suppresses overseas competitors.</p><p>Tesla grew up under this background of \"America First\".</p><p>At that time, the Prius, a mass-produced model of Toyota's gas-electric hybrid technology, conquered the United States with high quality and low fuel consumption.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car market. In response to Toyota's surprise attack, the U.S. Congress supported domestic new energy vehicle manufacturing with a policy loan of $25 billion, of which Tesla, which is rarely known, received a loan of $465 million.</p><p>As a round A investor in Tesla, Musk smelled rare new energy business opportunities and became CEO of Tesla in 2008.</p><p>Since then, Tesla has hung up with this legendary figure!</p><p>Facing Toyota's advantage in new energy vehicles, the National Highway Traffic Safety Administration first began to attack Toyota on the grounds that \"the front mats of some Toyota models may slip.\" Subsequently, major media began to frantically report that \"Toyota's throttle design is flawed.\"</p><p>Toyota, aware of the serious developments, began a massive recall of cars, and several named cars were suspended from the North American market.</p><p>Immediately afterwards, the National Highway Traffic Safety Administration announced, \"The Toyota Prius's braking system may be out of control, and the owner is advised to pause the vehicle.\"</p><p>Under a combination of state, media and consumers, Toyota realized the real intentions of the U.S. government. Therefore, it chose to reach a strategic cooperation agreement with the \"weakest\" Tesla. Tesla then obtained Toyota's funding and \"lean production\" production process.</p><p>Since then, Tesla has taken off, and Toyota can only \"disappear\" in the North American market.</p><p>It is not difficult to see that Tesla still benefits from the protection of the \"American nationwide system\"!</p><p>Did Apple, Tesla, Really Create the Future Technology</p><p>Explosive technology iteration and exquisite brand marketing model make Tesla expected to become the \"next Apple company\" in China and even the world after Apple.</p><p>Tesla's share price skyrocketed 10 times in a year,<span>Total Market Cap</span>As high as $700 billion, exceeding the combined market value of traditional giants such as Toyota and Volkswagen, and investors' expectations once exceeded those of Apple at its peak.</p><p>However, let's think about it carefully. Do Apple and Tesla really deserve their names? Is it really future-building technology?</p><p>Apple is indeed the pioneer of mobile Internet access and the creator of the closed IOS ecosystem. However, after so many years, is the performance and user experience of current Apple phones really much higher than that of many Android phones? Of course not, but Apple still maintains its brand value.</p><p>The future technology in Tesla's mouth is only pure electric and autonomous driving, but now, it is not just \"the moon in the water and the flower in the mirror\". Many consumers who don't know technology just look very powerful. In fact, Tesla's technology itself has many problems.</p><p>Tesla, which adopts linux kernel time-sharing operating system + consumer chip, is difficult to achieve the security and real-time requirements of automobile specification.</p><p>Problems with these technological choices themselves. No matter how the time-sharing system develops, it will not become a real-time system, and no matter how the consumer chip develops, it will not become an industrial requirement. Not to mention autonomous driving, without more than a decade, there is no subversive thing at all.</p><p>This disruptive future technology is definitely not solved by Tesla and Apple alone, but requires the joint efforts of the whole academia and industry.</p><p>Concluding remarks</p><p>Global American companies like Tesla and Apple will inevitably not be sheltered by the \"America First\" policy, which relies on various legal actions and reputational disputes to bring down domestic companies, such as the two-year-old Tesla lawsuit<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>In the case of new employees, another example is the Apple tax that was encircled and suppressed.</p><p>Domestic enterprises have to beware of this \"American trap\".</p><p>Moreover, the continuous export of American culture has made the public have the illusion that all high-tech is from America. This illusion, for a long time in the past, has contributed to American corporate indifference towards consumers and contempt for native culture. As a result, there have been many cases of \"domestic consumers being trampled on and still paying the bill\".</p><p>The root cause is a lack of confidence in one's own culture!</p><p>But I believe that in the huge Chinese market, Tesla, Apple,<a href=\"https://laohu8.com/S/NKE\">Nike</a>And so on, is not an indispensable part of it.</p><p>Pay attention to meditation technology, a person who looks at the world in meditation!</p><p></article></body></html></p>","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>Be wary of the American trap! Behind the arrogance of Apple and Tesla, is it really the creator of the future world</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\">\nBe wary of the American trap! Behind the arrogance of Apple and Tesla, is it really the creator of the future world\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯新闻</strong><span class=\"h-time small\">2021-05-02 20:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>From<a href=\"https://laohu8.com/S/AAPL\">Apple</a>To<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>If we think about it carefully, we will find a very interesting phenomenon.</p><p>From the perspective of some passersby, both Apple and Tesla are the ugliness of capital, and it is the norm to treat consumers slowly!</p><p>As a result, no matter how public opinion blows, consumers in the Chinese market still choose Apple and Tesla with their feet. According to Apple's fiscal second quarter report data, Apple's revenue in Greater China was 17.728 billion, an increase of 87% year-on-year. Similarly, in March, the Tesla model 3 ranked first in the domestic mid-sized sedan market with 25,352 sales, up 149.53% year-on-year.</p><p>The bright data is enough to show that in the eyes of a large number of iron powders, Apple and Tesla are both symbols of future technology and creators of the future world.</p><p>Be wary of the American trap</p><p>First of all, I have to admit that Apple and Tesla have indeed achieved great success in the Chinese market. To explore the success behind this, I use Tesla as an example.</p><p>The American Trap wrote that the U.S. Department of Justice used domestic law as a tool to directly force the giants of the European electric industry<a href=\"https://laohu8.com/S/0J2R.UK\">Alstom</a>Group sells power equipment business to US<a href=\"https://laohu8.com/S/GE\">General Electric</a>Corp.</p><p>This \"America First\" model means that the United States gathers state power, exercises the power of industry supervision, and suppresses overseas competitors.</p><p>Tesla grew up under this background of \"America First\".</p><p>At that time, the Prius, a mass-produced model of Toyota's gas-electric hybrid technology, conquered the United States with high quality and low fuel consumption.<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>Car market. In response to Toyota's surprise attack, the U.S. Congress supported domestic new energy vehicle manufacturing with a policy loan of $25 billion, of which Tesla, which is rarely known, received a loan of $465 million.</p><p>As a round A investor in Tesla, Musk smelled rare new energy business opportunities and became CEO of Tesla in 2008.</p><p>Since then, Tesla has hung up with this legendary figure!</p><p>Facing Toyota's advantage in new energy vehicles, the National Highway Traffic Safety Administration first began to attack Toyota on the grounds that \"the front mats of some Toyota models may slip.\" Subsequently, major media began to frantically report that \"Toyota's throttle design is flawed.\"</p><p>Toyota, aware of the serious developments, began a massive recall of cars, and several named cars were suspended from the North American market.</p><p>Immediately afterwards, the National Highway Traffic Safety Administration announced, \"The Toyota Prius's braking system may be out of control, and the owner is advised to pause the vehicle.\"</p><p>Under a combination of state, media and consumers, Toyota realized the real intentions of the U.S. government. Therefore, it chose to reach a strategic cooperation agreement with the \"weakest\" Tesla. Tesla then obtained Toyota's funding and \"lean production\" production process.</p><p>Since then, Tesla has taken off, and Toyota can only \"disappear\" in the North American market.</p><p>It is not difficult to see that Tesla still benefits from the protection of the \"American nationwide system\"!</p><p>Did Apple, Tesla, Really Create the Future Technology</p><p>Explosive technology iteration and exquisite brand marketing model make Tesla expected to become the \"next Apple company\" in China and even the world after Apple.</p><p>Tesla's share price skyrocketed 10 times in a year,<span>Total Market Cap</span>As high as $700 billion, exceeding the combined market value of traditional giants such as Toyota and Volkswagen, and investors' expectations once exceeded those of Apple at its peak.</p><p>However, let's think about it carefully. Do Apple and Tesla really deserve their names? Is it really future-building technology?</p><p>Apple is indeed the pioneer of mobile Internet access and the creator of the closed IOS ecosystem. However, after so many years, is the performance and user experience of current Apple phones really much higher than that of many Android phones? Of course not, but Apple still maintains its brand value.</p><p>The future technology in Tesla's mouth is only pure electric and autonomous driving, but now, it is not just \"the moon in the water and the flower in the mirror\". Many consumers who don't know technology just look very powerful. In fact, Tesla's technology itself has many problems.</p><p>Tesla, which adopts linux kernel time-sharing operating system + consumer chip, is difficult to achieve the security and real-time requirements of automobile specification.</p><p>Problems with these technological choices themselves. No matter how the time-sharing system develops, it will not become a real-time system, and no matter how the consumer chip develops, it will not become an industrial requirement. Not to mention autonomous driving, without more than a decade, there is no subversive thing at all.</p><p>This disruptive future technology is definitely not solved by Tesla and Apple alone, but requires the joint efforts of the whole academia and industry.</p><p>Concluding remarks</p><p>Global American companies like Tesla and Apple will inevitably not be sheltered by the \"America First\" policy, which relies on various legal actions and reputational disputes to bring down domestic companies, such as the two-year-old Tesla lawsuit<a href=\"https://laohu8.com/S/XPEV\">XPeng Motors</a>In the case of new employees, another example is the Apple tax that was encircled and suppressed.</p><p>Domestic enterprises have to beware of this \"American trap\".</p><p>Moreover, the continuous export of American culture has made the public have the illusion that all high-tech is from America. This illusion, for a long time in the past, has contributed to American corporate indifference towards consumers and contempt for native culture. As a result, there have been many cases of \"domestic consumers being trampled on and still paying the bill\".</p><p>The root cause is a lack of confidence in one's own culture!</p><p>But I believe that in the huge Chinese market, Tesla, Apple,<a href=\"https://laohu8.com/S/NKE\">Nike</a>And so on, is not an indispensable part of it.</p><p>Pay attention to meditation technology, a person who looks at the world in meditation!</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021050220485679bcbcfb&s=b\">腾讯新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78edc8337704ffd6760fab4583246af8","relate_stocks":{"03086":"华夏纳指","00572":"未来世界控股","09086":"华夏纳指-U","AAPL":"苹果","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021050220485679bcbcfb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2132893595","content_text":"从苹果到特斯拉，我们仔细回想一下，就会发现一个很有意思的现象。在一些路人的视角中，无论是苹果还是特斯拉，都是资本的丑陋，慢待消费者已经是常态！结果，任凭舆论怎么吹打，中国市场的消费者还是用脚选择了苹果和特斯拉。苹果第二财季报告数据显示，苹果在大中华区营收为177.28亿，同比去年同期增长87%。同样，3月份，特斯拉model 3以25352辆的销量位居国内中级轿车市场第一，同比上涨149.53%。亮眼的数据足以说明，在大量铁粉的眼中，苹果和特斯拉都是未来技术的象征，是未来世界的创造者。警惕美国陷阱首先得承认，苹果和特斯拉在中国市场的确取得非常大的成功。为了探究这背后的成功，我以特斯拉举例说明。《美国陷阱》一书中写到，美国司法部以国内法作为工具，直接迫使欧洲电机产业巨人阿尔斯通集团将电力设备业务卖给美国通用电气公司。这种”美国优先“模式，就是美国集国家力量，行行业监管之权，打压海外竞争对手。特斯拉，也正是在这种”美国优先“的大背景下成长起来的。当时，丰田油电混动技术量产车型普锐斯，以高质量和低油耗一举攻下美国新能源车市场。为了应对丰田的突然袭击，美国国会以250亿美元的政策性贷款，扶持国内新能源汽车制造，其中鲜有名气的特斯拉获得了4.65亿美元贷款。作为特斯拉A轮投资人的马斯克，嗅到了难得的新能源商机，并于2008年担任特斯拉CEO。从此，特斯拉便与这个传奇人物一同开挂！面对丰田在新能源汽车上的优势，美国国家公路交通安全管理局首先以”丰田部分车型的前排脚垫可能发生滑动“为由，开始对丰田进行舆论攻击。随后，各大媒体又开始疯狂报道，”丰田的油门设计存在缺陷“。意识事态发展严重的丰田，开始大规模召回汽车，多个被点名的汽车也暂停在北美市场销售。紧接着，美国国家公路交通安全管理局宣布，”丰田普锐斯的制动系统存在失控可能，建议车主暂停用车。“国家、媒体、消费者等一套组合拳之下，丰田意识到美国政府的真正用意。于是，选择与”最弱“的特斯拉达成战略合作协议。特斯拉便以此获得了丰田的资金和“精益生产”的生产工艺。从此，特斯拉开始腾飞，丰田只能在北美市场”烟消云散“。不难看出，特斯拉依然得益于”美国举国制度“的庇护！苹果、特斯拉，真是缔造了未来技术吗爆发式的技术迭代和精妙的品牌营销模式，使得特斯拉有望成为继苹果之后，成为中国乃至全球的”下一个苹果公司“。特斯拉股价一年之内暴涨10倍，总市值高达7000亿美元，超过丰田、大众等传统巨头的市值总和，投资者的期望一度超过巅峰时期的苹果。然而，我们仔细想想，苹果、特斯拉，真的是名至实归吗？真是缔造未来技术吗？苹果的确是移动上网的开创者，也是封闭IOS生态的缔造者。但是，这样多年过去，现在的苹果手机真的比一众安卓手机的性能、用户体验高出很多吗？自然不是，但是苹果依然保持着其品牌价值。特斯拉口中的未来技术也只是纯电动和自动驾驶，可是事到如今，不还只是”水中月、镜中花“。很多不懂技术的消费者，只是看着很厉害，其实特斯拉技术本身存在很多问题。采用linux内核的分时操作系统+消费级芯片的特斯拉，很难做到车规级所要求的安全性和实时性。这些技术选择本身存在的问题。分时系统怎么发展都不会变成实时系统，消费级芯片怎么发展也不会变成工业级要求。自动驾驶更不用说，没有个十几年，根本搞不出颠覆性的东西。这种颠覆性的未来技术，绝对不是单靠特斯拉和苹果能够解决，需要整个学术界、产业界的共同努力。结束语特斯拉、苹果这种全球化的美国企业，难免不会得到”美国优先“政策的庇护。依托各种法律诉讼和名誉纷争来拖垮国内企业的手段，比如长达两年的特斯拉状告小鹏汽车新员工一案，再比如被围剿的苹果税。国内企业不得不提防这种”美国陷阱“。而且，不断向外输出的美国文化，让大众产生了高科技的都是出自美国的幻觉。这种幻觉，在过去很长一段时间，助长了美国企业对待消费者的冷漠态度和对本土文化的蔑视态度。从而，出现了不少”国内消费者被践踏且依然买单“的案例。究其根源，是对自己的文化缺乏自信！但是我相信，在巨大的中国市场，特斯拉、苹果、耐克等，并非是其中不可或缺的一环。关注静心科技，一个静心看待世界的人！","news_type":1,"symbols_score_info":{"09086":0.6,"AAPL":1,"TSLA":1,"00572":0.6,"03086":0.6}},"isVote":1,"tweetType":1,"viewCount":2518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103238838,"gmtCreate":1619785373424,"gmtModify":1704272327148,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103238838","repostId":"1171332325","repostType":4,"repost":{"id":"1171332325","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":1619783662,"share":"https://ttm.financial/m/news/1171332325?lang=en_US&edition=fundamental","pubTime":"2021-04-30 19:54","market":"us","language":"zh","title":"Guangdong Three Departments Jointly Hold Administrative Guidance Meeting of Internet Platform Enterprises","url":"https://stock-news.laohu8.com/highlight/detail?id=1171332325","media":"老虎资讯综合","summary":"阿里、腾讯、京东等与会","content":"<p>According to Zhongxin.com, Guangdong Provincial Administration for Market Supervision, together with the Office of Guangdong Provincial Network Security and Information Technology Commission and Guangdong Provincial Taxation Bureau of State Administration of Taxation, held an administrative guidance meeting for Internet platform enterprises.</p><p>The meeting pointed out that Guangdong's platform economy has developed rapidly, the market scale has continued to expand, and the overall situation of the platform economy is improving. However, at the same time of rapid development, risks and hidden dangers are gradually accumulating, the harm cannot be ignored, and it is urgent to regulate according to law. Problems such as forcing the implementation of \"choosing one of two\", implementing \"pinch-tip mergers and acquisitions\", burning money to seize the \"community group buying\" market, implementing \"big data killing\", \"counterfeiting\", \"information leakage\", \"consumer fraud\", \"false propaganda\" and \"online pyramid schemes\" must be seriously rectified.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/002024\">Suning.com</a>Representatives of many Internet platform companies such as No.1 Pharmacy and No.1 Pharmacy attended the meeting.</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>Guangdong Three Departments Jointly Hold Administrative Guidance Meeting of Internet Platform Enterprises</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\">\nGuangdong Three Departments Jointly Hold Administrative Guidance Meeting of Internet Platform Enterprises\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\">2021-04-30 19:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to Zhongxin.com, Guangdong Provincial Administration for Market Supervision, together with the Office of Guangdong Provincial Network Security and Information Technology Commission and Guangdong Provincial Taxation Bureau of State Administration of Taxation, held an administrative guidance meeting for Internet platform enterprises.</p><p>The meeting pointed out that Guangdong's platform economy has developed rapidly, the market scale has continued to expand, and the overall situation of the platform economy is improving. However, at the same time of rapid development, risks and hidden dangers are gradually accumulating, the harm cannot be ignored, and it is urgent to regulate according to law. Problems such as forcing the implementation of \"choosing one of two\", implementing \"pinch-tip mergers and acquisitions\", burning money to seize the \"community group buying\" market, implementing \"big data killing\", \"counterfeiting\", \"information leakage\", \"consumer fraud\", \"false propaganda\" and \"online pyramid schemes\" must be seriously rectified.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>、<a href=\"https://laohu8.com/S/JD\">Jingdong</a>、<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>、<a href=\"https://laohu8.com/S/002024\">Suning.com</a>Representatives of many Internet platform companies such as No.1 Pharmacy and No.1 Pharmacy attended the meeting.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21f1b41cc853acfa05723ca08856323c","relate_stocks":{"09988":"阿里巴巴-W","JD":"京东","BABA":"阿里巴巴","00700":"腾讯控股","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171332325","content_text":"据中新网报道，广东省市场监督管理局会同广东省网络安全和信息化委员会办公室、国家税务总局广东省税务局召开互联网平台企业行政指导会。\n会议指出，广东平台经济发展迅猛，市场规模持续扩大，平台经济总体态势向好。但在快速发展的同时，风险与隐患也逐渐累积，危害不容忽视，依法规范刻不容缓。强迫实施“二选一”、实施“掐尖并购”、烧钱抢占“社区团购”市场、实施“大数据杀熟”、“假冒伪劣”、“信息泄露”、“消费欺诈”、“虚假宣传”、“网络传销”等问题必须严肃整治。\n阿里巴巴、腾讯控股、京东、唯品会、苏宁易购、壹号大药房等多家互联网平台企业代表参加会议。","news_type":1,"symbols_score_info":{"09618":0.9,"BABA":0.9,"00700":0.9,"09988":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109313675,"gmtCreate":1619663994497,"gmtModify":1704727639065,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"666666666","listText":"666666666","text":"666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109313675","repostId":"2131306661","repostType":4,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371139923,"gmtCreate":1618918712362,"gmtModify":1704716839819,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371139923","repostId":"1115381700","repostType":4,"repost":{"id":"1115381700","kind":"news","pubTimestamp":1618916552,"share":"https://ttm.financial/m/news/1115381700?lang=en_US&edition=fundamental","pubTime":"2021-04-20 19:02","market":"us","language":"zh","title":"Tech giants are building cars one after another, but it's actually just a stepping stone","url":"https://stock-news.laohu8.com/highlight/detail?id=1115381700","media":"锐问 Record","summary":"加入中国电动车俱乐部，要先搞定2张门票。","content":"<p>In the last six months, the headlines in China's auto industry have all come from big tech companies. The Shanghai Auto Show, which officially opened on April 19, is no exception.</p><p>Huawei, a smartphone manufacturer that claims not to build cars and wants to be a tier-one supplier, joined forces with ARCFOX to release a customized new model on this day. Zhiji Auto, jointly built by SAIC and Ali, will also release its first mass-produced car.</p><p>Different from the new forces investing in car manufacturing in the past five years, smartphone manufacturers Xiaomi and big Internet companies<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>They have to build cars themselves. In the future, this team may still have Didi Chuxing.</p><p>Technology giants are increasingly desperate for a new field that will become a new growth point after the smartphone era. Smart electric vehicles are one of the new directions they are looking for.</p><p>But from investing to building a car yourself, is it easier to realize this desire?</p><p><b>To join China Electric Vehicle Club, you have to get 2 tickets first</b></p><p>In China, wanting to be like<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>To build intelligent pure electric vehicles, the new company first needs two license plates. One piece is used to build factories and cars, led by the National Development and Reform Commission; One piece is used to build a company and sell cars, which is under the management of the Ministry of Industry and Information Technology.</p><p><img src=\"https://static.tigerbbs.com/67adccefb368ef6b178d50400188ab85\" tg-width=\"550\" tg-height=\"334\" referrerpolicy=\"no-referrer\">How many steps do you have to become a dual-qualified electric vehicle company? Source: Development and Reform Commission, Ministry of Industry and Information Technology</p><p>However, the application conditions seem to be gradually relaxing.</p><p>The first license plate is hard to get. June 2017, Mid<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>In the controversy over automobile overcapacity, the National Development and Reform Commission no longer published the approval information of new projects, and once it was reported that the approval had been substantially suspended. Now, even if new companies reopen access to build factories and build cars, they face time-consuming approval cycles.</p><p>But it's not entirely without a solution. Yao Lijuan, a partner at King & Wood Mallesons, believes that it will be easier for traditional car factories that already have experience in manufacturing complete vehicles or parts to apply for production qualifications. In addition to independently applying for qualifications, for new car-making forces, they can also choose OEM production or directly acquire existing automobile manufacturers.</p><p>Among them, the automobile OEM model is gradually being recognized by the policy.</p><p>In May 2018,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Since the delivery of the first batch of mass-produced ES8, there have been car owners picking the tail label of \"JAC\" one after another. Because according to the \"Administrative Measures for External Marking of Automobile Products\" implemented in 2005, the foundry brand must appear at the rear of the car.</p><p>In this regard, Li Bin, CEO of Nio, once said that the state's mandatory requirement for passenger cars to paste the names of manufacturers is out of date. For start-ups in the brand cultivation period, this regulation adds additional difficulties and increases communication costs.</p><p>In other words, auto foundry was still in the regulatory gray area at the time.</p><p>It was not until December 2018 that the Ministry of Industry and Information Technology affirmed the automobile OEM model at the policy level for the first time in the Administrative Measures for Road Motor Vehicle Manufacturers and Product Access, and also put forward new requirements. For example, new car manufacturers that have not obtained production qualifications need to OEM 30,000 vehicles before they are eligible to apply for qualifications and build factories.</p><p>The draft OEM management measures have not yet been issued. However, in May 2020, at the second \"Ministerial Channel\" question and answer press conference of the Third Session of the 13th National People's Congress, Miao Wei, Minister of Industry and Information Technology, mentioned that the OEM production of new energy enterprises should be liberalized in an orderly manner, and the pilot project of brand authorization should be implemented for R&D and development of innovative new energy vehicle enterprises.</p><p><img src=\"https://static.tigerbbs.com/d8124e0022f80c4d05da77d77d848146\" tg-width=\"550\" tg-height=\"445\" referrerpolicy=\"no-referrer\">At present, there are 18 companies on the market that have obtained this qualification. Source: According to public information, tram exchange</p><p>The process of applying for qualifications is slow and uncertain, and the faster and more expensive way is to buy a company that already has qualifications outright. Zhao Gang, vice president of Leapmotor, once said, \"Now in the industry, a qualification is about 400 million.\"</p><p>This price does not include the invisible debt behind the buying business that is difficult to figure out. For example, in September 2018, Byton acquired FAW Huali for 1 yuan and took over the latter's debt of 800 million yuan. Later, Byton couldn't raise money, and he had to be busy paying off debts when he was in shortage of money.</p><p>Later,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Acquisition of Chongqing Lifan, Evergrande acquired Guoneng. For new companies, there are fewer and fewer qualifications to acquire, and the asking price of the right qualification will only be higher.</p><p>Weilai adheres to the foundry mode. Qin Lihong, its co-founder, once said, \"We also like qualifications, but if you ask me to spend 1 billion to buy an empty shell, I definitely won't do it. We won't get production qualifications by acquiring shell resources.\"</p><p>In September last year, the application conditions for the second licence were also relaxed.</p><p>In September 2020, the Ministry of Industry, Information Technology and Information Technology of China issued new regulations on the Administration of New Energy Vehicle Manufacturers and Product Access, which deleted the requirement on \"design and development capabilities\". That is to say, technology companies such as Xiaomi or Baidu want to apply for a company to build electric vehicles, and they no longer need to independently develop core technologies-batteries, motors and electronic controls.</p><p>Song Jian, executive vice president of Tsinghua University Automotive Engineering Development Research Institute, believes that the new regulations have lowered the entry threshold for enterprises and their products, and more new players are bound to enter the market to build cars, especially RMB players.</p><p>They can buy R&D technology, production technology, safety technology, etc., or even directly buy a traditional car factory, and successfully put products with reliable quality and users' favorite to the market.</p><p>But after entering 2020, China's electric vehicle market has become cruel. No matter how fast the production car is pushed, the window period has closed. With the end of subsidies and the introduction of foreign capital, new companies are bound to face more fierce competition. Xiaomi, Baidu and Didi may face not only Tesla, Nio and XPeng, but also Volkswagen, General Motors and Toyota.</p><p><b>The stepping stone of building a car is still a bit hard</b></p><p>Generally speaking, new companies will concentrate their superior resources to make a car, and then push new models at a certain frequency. Tesla spent 3 years polishing the Model S before starting to push a new car in two years. Nio, Ideal, and XPeng also spent about 4 years each building their first production cars.</p><p>But not all companies can succeed. Willing to spend money may not necessarily build a good car. Dyson, which built hair dryers, spent four years and spent 2.5 billion pounds (about 22.7 billion yuan) to give up the plan to build cars.</p><p>Dyson and Sr.<a href=\"https://laohu8.com/S/GLP\">Partners Global</a>Peter Gammack, vice president of design and technology, personally checked the body design and trial and error. But car design pays attention to precision, and the learning curve is steep. Therefore, they also hired a lot of people in the automobile industry to point out the problem.</p><p>Since 2016, Dyson has two more automotive professionals on its board. Includes,<a href=\"https://laohu8.com/S/AMLN.UK\">Aston Martin</a>Ian Minards, a former chief engineer, and Ian Robertson, a key supporter of BMW's EV plans.</p><p><img src=\"https://static.tigerbbs.com/647a748492535a79d1257995c247452e\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\">Dyson Concept EV</p><p>Even with a gang of automotive professionals checking the gates, the Dyson Concept features a range of radical designs. Including a low roof, larger wheels, frameless window panes, and \"suicide\" doors that only luxury cars will have.</p><p>In addition to developing and planning new models, the OEM is also responsible for integrating the whole vehicle. The supplier is responsible for developing and producing parts. Although the number of components of electric vehicles is smaller than that of fuel vehicles, every innovative design will increase the difficulty and cost of supplier development. The difficulty of OEM managing suppliers will also rise exponentially.</p><p>For the big tires alone, Dyson has discussed the feasibility with several suppliers. In the end, only two tire manufacturers felt they could do it — Japan's Princestone and France's Michelin.</p><p>More special design is inside the car. Dyson hired a group of engineers who had never touched car air-conditioning systems before, and created a set that could heat and cool this seven-seat SUV in zones, and also save electricity.</p><p>In addition to the body design, there is no need to stop to charge during city trips, and longer battery life is also the main selling point of Dyson cars. To do so, they had to develop their own suspension for more batteries, and make more room on it.</p><p>Similar to Dyson, China's big technology companies may not have to worry about brand appeal, and powerful suppliers are happy to cooperate. However, once the cost of difficult car design exceeds expectations, one will lose one, and no amount of money will fill this hole.</p><p>They may also fail to deliver on schedule, fail to act according to quality requirements, and have unclear standards, resulting in repeated delays in projects. In China, the 15 engineering prototypes handed over to the Ministry of Industry and Information Technology for inspection still need to meet safety regulations, and a professional team should know how to communicate with national ministries and commissions.</p><p>Due to the different sizes and processes of each model, the requirements for the production line are also different. Car companies usually put one or two models in one factory for centralized production. More lean to invest and manage. To this end, Dyson specifically purchased and restored an airport, its warehouse and runway.</p><p>For the new company, if a new plant is put into production, it is necessary to synchronize the progress of civil engineering, including obtaining the qualifications of EIA, fire protection and civil engineering. Imported equipment should also follow up logistics. Once any link gets stuck, the capital flow needs to keep up.</p><p>In the end, James Dyson once lamented to the reporter of the Financial Times that he had spent a lot of effort in research and development, but finally found that the cost of mass production was too high. Batteries, battery management, electronics, and cooling systems are much more expensive than internal combustion engines. \"To even the income and expenditure, electric cars have to sell for at least $300,000 each.\"</p><p>And it is already easier to mass-produce high-end models than mid-to low-end models. Buy a<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>People who believe in manufacturing technology; People who buy a Toyota Corolla are looking for no breakdowns, fuel efficiency and smoothness. After producing hundreds of thousands a year, reliability is the primary goal of cars.</p><p>In February this year, Tesla CEO Musk also admitted that it is difficult to ensure that the details are not wrong when the production capacity climbs. In a public interview, he once advised consumers to either buy at the beginning or wait until the output stabilizes before buying.</p><p>A person close to Xiaomi's car research project once told Caixin that Xiaomi pursues cost performance, and it has a high probability of building cars. Therefore, mass production at scale is important. But can car companies fully supply? Can supply chains such as batteries and chips keep up? I'm afraid these problems can't be guaranteed by car companies themselves.</p><p>It is still a complex project for technology companies to build a car that will last 15 years in snow and rain.</p><p><b>Now no one has found a better way to make money than selling cars</b></p><p>In the era of fuel vehicles, traditional car factories established 4S shop distribution networks, earning a fortune when selling whole vehicles and another when repairing and maintaining them. Moreover, selling accessories is far more profitable than selling whole cars. In addition, supporting auto finance, such as loans to buy a car, is also an important source of profit.</p><p>An electric car is more like an electronic device and requires less maintenance. Direct store sales can indeed ensure the sales experience and maximize profits. Open Tesla's books in 2020, and revenue of $31.5 billion, 94% of which is coming from selling cars. The remaining 6% comes from selling regulatory points, selling software, and even selling brand peripherals.</p><p>Every additional car sold dilutes the cost of developing a model. However, since selling cars for 12 years, Tesla has lost money so far. Last year, it made $721 million by selling environmental regulatory credits to traditional car manufacturers. The previous year, they were still losing $862 million on their books.</p><p>The time for electric vehicles seems to have yet to come.</p><p>For consumers, at this stage, purchasing electric vehicles may not be the best choice. No.38 Car Review has calculated that in China, if car purchase and electricity price subsidies are not considered, and depreciation is counted, buying an electric vehicle at this stage is no more cost-effective than a fuel vehicle.</p><p><img src=\"https://static.tigerbbs.com/da93ed97c8c172097f872e34eed8f4f2\" tg-width=\"550\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Most of the reasons why people buy electric cars do not come from the product power of the manufacturer itself. The willingness of more than half of consumers to buy electric vehicles in the 2021 McKinsey China Auto Consumption Report is based on some still-controversial views.</p><p>For example, 68% of respondents believe that electric vehicles are more environmentally friendly. However, EVs are not necessarily more environmentally friendly until there is better battery recycling technology.</p><p>Driven by policies such as environmental protection, the cost of batteries has not dropped, and technology companies' cross-border electric vehicles can't completely subvert the traditional automobile industry. But it is only when more people use their own hardware that they will likely make money on technology in the future.</p><p>Last year, Tesla won the sales championship in China's pure electric vehicle market, selling 137,000 Model 3s. According to Wang Yongqing, general manager of Shanghai GM, it is difficult for traditional car companies to give up the existing 95% fuel vehicle market. The distinctive pure electric vehicle, the cash flow brought by the higher selling price, can also support its bold application of new technologies.</p><p><img src=\"https://static.tigerbbs.com/2ec80237966c03fbc31c3e4dba9586fd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Top 10 best-selling pure electric vehicle models in China in 2020Source: China Association of Automobile Manufacturers</p><p>Building and selling cars is just a stepping stone. What's more noteworthy is that big technology companies are developing autonomous driving technology.</p><p>In December 2020, the rumored<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Finally, there are new rumors of the plan. Apple is indeed still working on a whole car. It could be a self-driving vehicle based on Hyundai's electric vehicle platform, E-GMP, with a car chip evolved from the A12 bionic chip and powered by breakthrough battery technology.</p><p>Those who may be involved in millet car building<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>And is also independently developing multi-line lidar. This technology can be used both in its flagship sweeping robot and perhaps in self-driving cars. The Pole Fox Alpha S equipped with Huawei's ADS autonomous driving system has been unveiled at the Shanghai Auto Show and is expected to be delivered within this year.</p><p>Tesla, Uber, Google, Apple have all envisioned the same future.</p><p>Robots will eventually rule the transportation industry. Unmanned vehicles carry passengers on the road and in the air, and drones are responsible for delivering goods. And companies with driverless technology will be at the center of it all. Better hardware, software and services integrated together will become its core competencies.</p><p>By then, as Tesla CEO Elon Musk once envisioned-the company's profit growth will mainly come from autonomous mobility services and paid software. If then, Tesla would still be the best-selling smart EV brand.</p>","source":"lsy1616056435833","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>Tech giants are building cars one after another, but it's actually just a stepping stone</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\">\nTech giants are building cars one after another, but it's actually just a stepping stone\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">锐问 Record</strong><span class=\"h-time small\">2021-04-20 19:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the last six months, the headlines in China's auto industry have all come from big tech companies. The Shanghai Auto Show, which officially opened on April 19, is no exception.</p><p>Huawei, a smartphone manufacturer that claims not to build cars and wants to be a tier-one supplier, joined forces with ARCFOX to release a customized new model on this day. Zhiji Auto, jointly built by SAIC and Ali, will also release its first mass-produced car.</p><p>Different from the new forces investing in car manufacturing in the past five years, smartphone manufacturers Xiaomi and big Internet companies<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>They have to build cars themselves. In the future, this team may still have Didi Chuxing.</p><p>Technology giants are increasingly desperate for a new field that will become a new growth point after the smartphone era. Smart electric vehicles are one of the new directions they are looking for.</p><p>But from investing to building a car yourself, is it easier to realize this desire?</p><p><b>To join China Electric Vehicle Club, you have to get 2 tickets first</b></p><p>In China, wanting to be like<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>To build intelligent pure electric vehicles, the new company first needs two license plates. One piece is used to build factories and cars, led by the National Development and Reform Commission; One piece is used to build a company and sell cars, which is under the management of the Ministry of Industry and Information Technology.</p><p><img src=\"https://static.tigerbbs.com/67adccefb368ef6b178d50400188ab85\" tg-width=\"550\" tg-height=\"334\" referrerpolicy=\"no-referrer\">How many steps do you have to become a dual-qualified electric vehicle company? Source: Development and Reform Commission, Ministry of Industry and Information Technology</p><p>However, the application conditions seem to be gradually relaxing.</p><p>The first license plate is hard to get. June 2017, Mid<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>In the controversy over automobile overcapacity, the National Development and Reform Commission no longer published the approval information of new projects, and once it was reported that the approval had been substantially suspended. Now, even if new companies reopen access to build factories and build cars, they face time-consuming approval cycles.</p><p>But it's not entirely without a solution. Yao Lijuan, a partner at King & Wood Mallesons, believes that it will be easier for traditional car factories that already have experience in manufacturing complete vehicles or parts to apply for production qualifications. In addition to independently applying for qualifications, for new car-making forces, they can also choose OEM production or directly acquire existing automobile manufacturers.</p><p>Among them, the automobile OEM model is gradually being recognized by the policy.</p><p>In May 2018,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Since the delivery of the first batch of mass-produced ES8, there have been car owners picking the tail label of \"JAC\" one after another. Because according to the \"Administrative Measures for External Marking of Automobile Products\" implemented in 2005, the foundry brand must appear at the rear of the car.</p><p>In this regard, Li Bin, CEO of Nio, once said that the state's mandatory requirement for passenger cars to paste the names of manufacturers is out of date. For start-ups in the brand cultivation period, this regulation adds additional difficulties and increases communication costs.</p><p>In other words, auto foundry was still in the regulatory gray area at the time.</p><p>It was not until December 2018 that the Ministry of Industry and Information Technology affirmed the automobile OEM model at the policy level for the first time in the Administrative Measures for Road Motor Vehicle Manufacturers and Product Access, and also put forward new requirements. For example, new car manufacturers that have not obtained production qualifications need to OEM 30,000 vehicles before they are eligible to apply for qualifications and build factories.</p><p>The draft OEM management measures have not yet been issued. However, in May 2020, at the second \"Ministerial Channel\" question and answer press conference of the Third Session of the 13th National People's Congress, Miao Wei, Minister of Industry and Information Technology, mentioned that the OEM production of new energy enterprises should be liberalized in an orderly manner, and the pilot project of brand authorization should be implemented for R&D and development of innovative new energy vehicle enterprises.</p><p><img src=\"https://static.tigerbbs.com/d8124e0022f80c4d05da77d77d848146\" tg-width=\"550\" tg-height=\"445\" referrerpolicy=\"no-referrer\">At present, there are 18 companies on the market that have obtained this qualification. Source: According to public information, tram exchange</p><p>The process of applying for qualifications is slow and uncertain, and the faster and more expensive way is to buy a company that already has qualifications outright. Zhao Gang, vice president of Leapmotor, once said, \"Now in the industry, a qualification is about 400 million.\"</p><p>This price does not include the invisible debt behind the buying business that is difficult to figure out. For example, in September 2018, Byton acquired FAW Huali for 1 yuan and took over the latter's debt of 800 million yuan. Later, Byton couldn't raise money, and he had to be busy paying off debts when he was in shortage of money.</p><p>Later,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Acquisition of Chongqing Lifan, Evergrande acquired Guoneng. For new companies, there are fewer and fewer qualifications to acquire, and the asking price of the right qualification will only be higher.</p><p>Weilai adheres to the foundry mode. Qin Lihong, its co-founder, once said, \"We also like qualifications, but if you ask me to spend 1 billion to buy an empty shell, I definitely won't do it. We won't get production qualifications by acquiring shell resources.\"</p><p>In September last year, the application conditions for the second licence were also relaxed.</p><p>In September 2020, the Ministry of Industry, Information Technology and Information Technology of China issued new regulations on the Administration of New Energy Vehicle Manufacturers and Product Access, which deleted the requirement on \"design and development capabilities\". That is to say, technology companies such as Xiaomi or Baidu want to apply for a company to build electric vehicles, and they no longer need to independently develop core technologies-batteries, motors and electronic controls.</p><p>Song Jian, executive vice president of Tsinghua University Automotive Engineering Development Research Institute, believes that the new regulations have lowered the entry threshold for enterprises and their products, and more new players are bound to enter the market to build cars, especially RMB players.</p><p>They can buy R&D technology, production technology, safety technology, etc., or even directly buy a traditional car factory, and successfully put products with reliable quality and users' favorite to the market.</p><p>But after entering 2020, China's electric vehicle market has become cruel. No matter how fast the production car is pushed, the window period has closed. With the end of subsidies and the introduction of foreign capital, new companies are bound to face more fierce competition. Xiaomi, Baidu and Didi may face not only Tesla, Nio and XPeng, but also Volkswagen, General Motors and Toyota.</p><p><b>The stepping stone of building a car is still a bit hard</b></p><p>Generally speaking, new companies will concentrate their superior resources to make a car, and then push new models at a certain frequency. Tesla spent 3 years polishing the Model S before starting to push a new car in two years. Nio, Ideal, and XPeng also spent about 4 years each building their first production cars.</p><p>But not all companies can succeed. Willing to spend money may not necessarily build a good car. Dyson, which built hair dryers, spent four years and spent 2.5 billion pounds (about 22.7 billion yuan) to give up the plan to build cars.</p><p>Dyson and Sr.<a href=\"https://laohu8.com/S/GLP\">Partners Global</a>Peter Gammack, vice president of design and technology, personally checked the body design and trial and error. But car design pays attention to precision, and the learning curve is steep. Therefore, they also hired a lot of people in the automobile industry to point out the problem.</p><p>Since 2016, Dyson has two more automotive professionals on its board. Includes,<a href=\"https://laohu8.com/S/AMLN.UK\">Aston Martin</a>Ian Minards, a former chief engineer, and Ian Robertson, a key supporter of BMW's EV plans.</p><p><img src=\"https://static.tigerbbs.com/647a748492535a79d1257995c247452e\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\">Dyson Concept EV</p><p>Even with a gang of automotive professionals checking the gates, the Dyson Concept features a range of radical designs. Including a low roof, larger wheels, frameless window panes, and \"suicide\" doors that only luxury cars will have.</p><p>In addition to developing and planning new models, the OEM is also responsible for integrating the whole vehicle. The supplier is responsible for developing and producing parts. Although the number of components of electric vehicles is smaller than that of fuel vehicles, every innovative design will increase the difficulty and cost of supplier development. The difficulty of OEM managing suppliers will also rise exponentially.</p><p>For the big tires alone, Dyson has discussed the feasibility with several suppliers. In the end, only two tire manufacturers felt they could do it — Japan's Princestone and France's Michelin.</p><p>More special design is inside the car. Dyson hired a group of engineers who had never touched car air-conditioning systems before, and created a set that could heat and cool this seven-seat SUV in zones, and also save electricity.</p><p>In addition to the body design, there is no need to stop to charge during city trips, and longer battery life is also the main selling point of Dyson cars. To do so, they had to develop their own suspension for more batteries, and make more room on it.</p><p>Similar to Dyson, China's big technology companies may not have to worry about brand appeal, and powerful suppliers are happy to cooperate. However, once the cost of difficult car design exceeds expectations, one will lose one, and no amount of money will fill this hole.</p><p>They may also fail to deliver on schedule, fail to act according to quality requirements, and have unclear standards, resulting in repeated delays in projects. In China, the 15 engineering prototypes handed over to the Ministry of Industry and Information Technology for inspection still need to meet safety regulations, and a professional team should know how to communicate with national ministries and commissions.</p><p>Due to the different sizes and processes of each model, the requirements for the production line are also different. Car companies usually put one or two models in one factory for centralized production. More lean to invest and manage. To this end, Dyson specifically purchased and restored an airport, its warehouse and runway.</p><p>For the new company, if a new plant is put into production, it is necessary to synchronize the progress of civil engineering, including obtaining the qualifications of EIA, fire protection and civil engineering. Imported equipment should also follow up logistics. Once any link gets stuck, the capital flow needs to keep up.</p><p>In the end, James Dyson once lamented to the reporter of the Financial Times that he had spent a lot of effort in research and development, but finally found that the cost of mass production was too high. Batteries, battery management, electronics, and cooling systems are much more expensive than internal combustion engines. \"To even the income and expenditure, electric cars have to sell for at least $300,000 each.\"</p><p>And it is already easier to mass-produce high-end models than mid-to low-end models. Buy a<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>People who believe in manufacturing technology; People who buy a Toyota Corolla are looking for no breakdowns, fuel efficiency and smoothness. After producing hundreds of thousands a year, reliability is the primary goal of cars.</p><p>In February this year, Tesla CEO Musk also admitted that it is difficult to ensure that the details are not wrong when the production capacity climbs. In a public interview, he once advised consumers to either buy at the beginning or wait until the output stabilizes before buying.</p><p>A person close to Xiaomi's car research project once told Caixin that Xiaomi pursues cost performance, and it has a high probability of building cars. Therefore, mass production at scale is important. But can car companies fully supply? Can supply chains such as batteries and chips keep up? I'm afraid these problems can't be guaranteed by car companies themselves.</p><p>It is still a complex project for technology companies to build a car that will last 15 years in snow and rain.</p><p><b>Now no one has found a better way to make money than selling cars</b></p><p>In the era of fuel vehicles, traditional car factories established 4S shop distribution networks, earning a fortune when selling whole vehicles and another when repairing and maintaining them. Moreover, selling accessories is far more profitable than selling whole cars. In addition, supporting auto finance, such as loans to buy a car, is also an important source of profit.</p><p>An electric car is more like an electronic device and requires less maintenance. Direct store sales can indeed ensure the sales experience and maximize profits. Open Tesla's books in 2020, and revenue of $31.5 billion, 94% of which is coming from selling cars. The remaining 6% comes from selling regulatory points, selling software, and even selling brand peripherals.</p><p>Every additional car sold dilutes the cost of developing a model. However, since selling cars for 12 years, Tesla has lost money so far. Last year, it made $721 million by selling environmental regulatory credits to traditional car manufacturers. The previous year, they were still losing $862 million on their books.</p><p>The time for electric vehicles seems to have yet to come.</p><p>For consumers, at this stage, purchasing electric vehicles may not be the best choice. No.38 Car Review has calculated that in China, if car purchase and electricity price subsidies are not considered, and depreciation is counted, buying an electric vehicle at this stage is no more cost-effective than a fuel vehicle.</p><p><img src=\"https://static.tigerbbs.com/da93ed97c8c172097f872e34eed8f4f2\" tg-width=\"550\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p>Most of the reasons why people buy electric cars do not come from the product power of the manufacturer itself. The willingness of more than half of consumers to buy electric vehicles in the 2021 McKinsey China Auto Consumption Report is based on some still-controversial views.</p><p>For example, 68% of respondents believe that electric vehicles are more environmentally friendly. However, EVs are not necessarily more environmentally friendly until there is better battery recycling technology.</p><p>Driven by policies such as environmental protection, the cost of batteries has not dropped, and technology companies' cross-border electric vehicles can't completely subvert the traditional automobile industry. But it is only when more people use their own hardware that they will likely make money on technology in the future.</p><p>Last year, Tesla won the sales championship in China's pure electric vehicle market, selling 137,000 Model 3s. According to Wang Yongqing, general manager of Shanghai GM, it is difficult for traditional car companies to give up the existing 95% fuel vehicle market. The distinctive pure electric vehicle, the cash flow brought by the higher selling price, can also support its bold application of new technologies.</p><p><img src=\"https://static.tigerbbs.com/2ec80237966c03fbc31c3e4dba9586fd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\">Top 10 best-selling pure electric vehicle models in China in 2020Source: China Association of Automobile Manufacturers</p><p>Building and selling cars is just a stepping stone. What's more noteworthy is that big technology companies are developing autonomous driving technology.</p><p>In December 2020, the rumored<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Finally, there are new rumors of the plan. Apple is indeed still working on a whole car. It could be a self-driving vehicle based on Hyundai's electric vehicle platform, E-GMP, with a car chip evolved from the A12 bionic chip and powered by breakthrough battery technology.</p><p>Those who may be involved in millet car building<a href=\"https://laohu8.com/S/688169\">Stone Technology</a>And is also independently developing multi-line lidar. This technology can be used both in its flagship sweeping robot and perhaps in self-driving cars. The Pole Fox Alpha S equipped with Huawei's ADS autonomous driving system has been unveiled at the Shanghai Auto Show and is expected to be delivered within this year.</p><p>Tesla, Uber, Google, Apple have all envisioned the same future.</p><p>Robots will eventually rule the transportation industry. Unmanned vehicles carry passengers on the road and in the air, and drones are responsible for delivering goods. And companies with driverless technology will be at the center of it all. Better hardware, software and services integrated together will become its core competencies.</p><p>By then, as Tesla CEO Elon Musk once envisioned-the company's profit growth will mainly come from autonomous mobility services and paid software. If then, Tesla would still be the best-selling smart EV brand.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2021-04-20/doc-ikmyaawc0804418.shtml\">锐问 Record</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/747a43d33fdea5605f94cd4071257af1","relate_stocks":{"AAPL":"苹果","09888":"百度集团-SW","01810":"小米集团-W","BIDU":"百度"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-04-20/doc-ikmyaawc0804418.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115381700","content_text":"最近半年，中国汽车业的头条新闻都来自科技大公司。4月19日正式开幕的上海车展也不例外。\n声称不造车，想做一级供应商的智能手机厂商华为，这天联合北汽极狐（ARCFOX）发布了定制的新车型。上汽和阿里联合打造的智已汽车也要发布首款量产车。\n和过去5年里，投资造车新势力不同，智能手机厂商小米和互联网大公司百度，都要亲自下场造车。未来，这个队伍可能还有滴滴出行。\n科技巨头们越来越迫切需要一个新领域，成为智能手机时代之后的新增长点。智能电动汽车是它们找的新方向之一。\n但从投资到亲自造车，想要实现这一愿望变容易了么？\n加入中国电动车俱乐部，要先搞定2张门票\n在中国，想要像特斯拉一样造智能纯电动汽车，新公司首先需要两块牌照。一块用来建厂造车，由国家发改委主导；一块用来建公司，卖车，归工信部管。\n成为双资质电动车企，一共分几步？信息来源：发改委、工信部\n但申请条件似乎在逐渐放宽。\n第一块牌照很难拿。2017年6月，中国新能源汽车产能过剩的争议中，发改委不再公布新项目审批信息，一度传出审批实质上已暂停的消息。现在，即使新公司建厂造车的准入重新开放，它们也面临耗时的审批周期。\n可也不是完全没有解决方案。金杜律师事务所合伙人姚丽娟认为，申请生产资质的话，已经有整车或者零部件制造经验的传统车厂会更容易些。除了独立申请资质外，对造车新势力来说，还可以选择代工生产或者直接收购现有汽车生产企业。\n其中，汽车代工模式正在逐渐被政策认可。\n2018年5月，蔚来交付首批量产ES8以来，陆续出现过车主抠“江淮”尾标。因为照2005年施行的《汽车产品外部标识管理办法》，车尾必须出现代工厂品牌。\n对此，蔚来CEO李斌曾表示，国家强制要求乘用车粘贴生产企业名称的规定已经不合时宜，对于处在品牌培育期的初创企业，这项规定增加了额外的难度，同时也增加了沟通成本。\n换句话说，当时汽车代工还在监管的灰色地带。\n直到2018年12月《道路机动车辆生产企业及产品准入管理办法》中，工信部才首次在政策层面肯定了汽车代工模式，同时也提了新要求。比如，未获得生产资质的新造车企业需先代工生产3万辆，才有资格申请资质以及建设工厂。\n代工管理办法草案目前尚未出台。不过，2020年5月，第十三届全国人大三次会议第二场“部长通道”问答记者会上，工信部部长苗圩提到，有序放开新能源企业代工生产，以及对于研发创新型新能源汽车企业，实行品牌授权试点。\n目前，市面上拿到这一资质的公司共18家。来源：据公开信息整理，电车汇\n申请资质进程缓慢，充满不确定性，而更快，也更花钱的办法是直接收购一家已经有资质的公司。零跑汽车副总裁赵刚曾表示，“现在行业里，一个资质大概4个亿。”\n这一价格不包括收购企业背后难以摸清的隐形债务。比如，2018年9月，拜腾1元收购一汽华利，接管后者8亿元债务。后来，拜腾融不到钱，闹钱荒还要忙着还债。\n后来，理想汽车收购重庆力帆，恒大收购国能。对新入场的公司而言，可收购的资质已经越来越少，其中合适的资质要价只会更高。\n而蔚来坚持代工模式。其联合创始人秦力洪曾表示，“资质我们也喜欢，但你让我花10个亿去买个空壳，我肯定不干。我们不会通过收购壳资源获得生产资质。”\n去年9月，第二块牌照的申请条件也放宽了。\n2020年9月，中国工信和信息化部《新能源汽车生产企业及产品准入管理规定》新规，删除了关于“设计开发能力” 的要求。也就是说，小米或者百度这些科技公司想要申请一家公司造电动车，不再要求必须自主研发核心技术——电池、电机和电控。\n清华大学汽车工程开发研究院常务副院长宋健认为，新规降低了企业及其产品的准入门槛，更多新玩家势必进场造车，特别是人民币玩家。\n他们能购买研发技术、生产技术、安全技术等，甚至直接买下一家传统车厂，顺利将质量可靠、用户喜爱的产品投向市场。\n可进入2020年后，中国电动汽车市场变得残酷起来。量产车推得再快，窗口期也已经关闭。补贴结束，外资引入，新公司势必面临更激烈的竞争。小米、百度、滴滴可能面对的竞争对手，不只有特斯拉、蔚来、小鹏，还有大众、通用和丰田。\n造车这块敲门砖，还是有点硬\n一般来说，新入场的公司会集中优势资源做好一辆车，再按照一定频率推新车型。特斯拉花3年打磨 Model S，才开始两年推一款新车。蔚来、理想、小鹏也各自花了约4年时间打造第一款量产车。\n但不是所有公司都能成功。肯花钱也不一定能造好车。造电吹风的戴森耗了四年时间，花了25亿英镑（约227亿元人民币），放弃了造车计划。\n戴森和老伙伴全球设计和技术副总裁彼得·盖马克（Peter Gammack）亲自把关车身设计，反复试验。但汽车设计讲究精度，学习曲线陡峭。因此，他们还聘用了很多汽车业人士，用来指出问题所在。\n2016年起，戴森董事会里多了两位汽车专业人士。包括，阿斯顿马丁前总工程师Ian Minards和宝马电动车计划的重要支持者Ian Robertson。\n戴森概念电动车\n即使有一帮汽车专业人士把关，戴森概念车还是采用了一系列激进的设计。包括低矮的车顶、更大的车轮、无框的窗玻璃，以及豪车才会配置的“自杀”门。\n除了研发、规划新车型，主机厂还要负责集成整车。而供应商负责开发、生产零部件。虽然电动汽车的零部件数量比燃油车要少，但每一个创新的设计，都会增加供应商开发难度和成本。主机厂管理供应商的难度，也会指数级上升。\n光是大轮胎，戴森就和好几家供应商讨论过可行性。最后只有两家轮胎制造商觉得可以做到——日本的普林斯通和法国的米其林。\n更特别的设计在汽车内部。戴森请了一批从未接触过汽车空气调节系统的工程师，搞了一套能给这辆7座SUV分区加热、制冷的，而且还要做到省电。\n除了车身设计，不用在城市旅途中停下来充电，更长的续航时间也是戴森汽车主打的卖点。为此，他们不得不为更多的电池，自主研发悬架，并在上面腾出更多的空间。\n和戴森类似，中国科技大公司或许也不用担心品牌号召力，有实力的供应商乐得合作。但高难度的汽车设计，一旦成本超出预期，造一台亏一台，有多少钱都填不上这个窟窿。\n它们还有可能无法如期交货，不按质量要求行事，标准扯不清楚，导致项目一拖再拖。在中国，交给工信部检验的15辆工程样车，还需要满足安全法规，要有专业团队懂得和国家部委上下沟通。\n由于每款车型的尺寸、工艺不同，对生产线的要求也不同。车企通常会把一、两个车型放在一个工厂集中生产。投资和管理起来更加精益。为此，戴森专门购买并修复了一座机场，及其仓库和跑道。\n对新公司来说，如果有新厂投产，还要同步土建进度，包括拿到环评，消防，土建认可资格。进口设备也要跟进物流。一旦哪个环节卡壳，资金流需要跟得上。\n最终，詹姆斯·戴森曾对《金融时报》的记者感慨，花了很多力气研发，但最后发现量产成本太高了。电池，电池管理，电子设备和冷却系统比内燃机要贵得多。“要收支打平，电动车至少得卖30万美元一辆。”\n而量产高端车型已经比中低端车型容易。买一辆劳斯莱斯的人，信奉的是制造工艺；买一辆丰田卡罗拉的人，追求的是不出故障、省油和平顺。年产数十万以后，可靠性是汽车的首要目标。\n今年2月，特斯拉CEO马斯克也承认，在产能爬坡时，保证细节不出错很难。他曾在公开采访中，建议消费者，要么一开始就买，要么等产量稳定下来再买。\n一位接近小米汽车调研项目的人士曾对《财新》表示，小米追求性价比，它造车大概率要走量的。因此规模量产很重要。但车企能否充分供应？电池、芯片等供应链是不是能跟上？这些问题恐怕车企自己都无法保证。\n科技公司要制造一辆要在雨雪、风雪中持续行驶15年的汽车，至今仍是一项复杂的工程。\n现在除了卖车，没谁找到更好的赚钱办法\n燃油车时代，传统车厂建立4S店经销网络，卖整车时赚一笔钱，维修保养时再赚一笔。而且，卖配件远比卖整车更赚钱。除此之外，配套的汽车金融，比如贷款买车，也是其重要的利润来源。\n电动车更像一台电子设备，不太需要保养。直接开店销售的确更能保证销售体验和利润最大化。翻开特斯拉2020年的账簿，收入315亿美元，其中94%正来自卖车。剩下6%来自出售监管积分、卖软件，甚至是卖品牌周边。\n每多卖一辆车，就会摊薄研发一个车型的成本。不过，卖车12年以来，特斯拉亏损至今。去年，它靠把环保监管积分卖给传统车厂，才赚了7.21亿美元。前一年还账面上都还亏着8.62亿美元。\n属于电动汽车的时代似乎还没有来。\n对消费者来说，现阶段，购置电动车可能也还不是最优选择。《38号车评》曾测算过，在中国，如果不考虑购车和电价补贴，算上折旧，现阶段买电动车并不比燃油车划算。\n\n人们购买电动车的理由，大多还不来自制造商的产品力本身。2021年麦肯锡中国汽车消费报告中，过半的消费者购买电动车的意愿，基于一些尚存争议的观点。\n例如，68%的受访者认为，电动车更环保。然而，在没有更好的电池回收技术前，电动车不一定更环保。\n环保等政策驱动下，电池成本没降下来，科技公司跨界造电动汽车还不能完全颠覆传统的汽车行业。但也只有当更多人使用自己的硬件时，它们未来才有可能靠技术赚钱。\n去年，特斯拉在中国纯电动车市场拿了个销售冠军，卖掉了13.7万辆Model 3。在上海通用总经理王永清看来，传统车企很难放弃现有95%的燃油车市场。而特点鲜明的纯电动车，较高售价带来的现金流，还能支撑其大胆应用新技术。\n2020年，中国卖得最好的纯电动车车型Top10 数据来源：中国汽车工业协会\n造车，卖车只是一块敲门砖。更值得留意的是，科技大公司都正在研发自动驾驶技术。\n2020年12月，一直传言不断的苹果造计划终于有了新传言。苹果确实仍在开发一款整车。这可能是一款基于现代电动车平台E-GMP的自动驾驶汽车，汽车芯片由A12仿生芯片进化而来，并搭载突破性的电池技术。\n可能参与小米造车的石头科技，也正在自主研发多线激光雷达。这一技术既可以用于其主打产品扫地机器人，也许还能用在自动驾驶汽车上。而搭载华为ADS自动驾驶系统的极狐阿尔法S已经亮相上海车展，预计今年年内交付。\n特斯拉、Uber、Google、苹果都曾设想过同一个未来。\n机器人最终会统治交通运输业。无人车载着乘客在道路上和空中穿梭，无人机负责送货。而拥有无人驾驶技术的公司将成为这一切的中心。更好的硬件，软件和服务集成在一起会成为其核心竞争力。\n到时，像特斯拉CEO埃隆·马斯克曾设想的那样——公司利润增长将主要来源于自动驾驶出行服务和付费软件。如果那时，特斯拉还是卖得最好的智能电动汽车品牌。","news_type":1,"symbols_score_info":{"09888":0.9,"BIDU":0.9,"01810":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371130725,"gmtCreate":1618918693467,"gmtModify":1704716839497,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371130725","repostId":"1184442046","repostType":4,"repost":{"id":"1184442046","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":1618917047,"share":"https://ttm.financial/m/news/1184442046?lang=en_US&edition=fundamental","pubTime":"2021-04-20 19:10","market":"us","language":"zh","title":"Li Xiang: Self-developed autonomous driving system can compete with Huawei and Tesla next year","url":"https://stock-news.laohu8.com/highlight/detail?id=1184442046","media":"老虎资讯综合","summary":"4月20日，$理想汽车(LI)$李想在$微博(WB)$表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、$特斯拉(TSLA)$正面较量。","content":"<p>On April 20,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Li Xiangzai<a href=\"https://laohu8.com/S/WB\">Weibo</a>It said that now and in the future, assisted driving and autonomous driving of all models in Li Auto are completely standard, including software, data services, map services, computing hardware, sensors, etc. There is no fee for software activation or subscription, and no matter what price the car is standard. Our self-developed autonomous driving system (standard with 508Tops computing power and lidar) can completely compete with Huawei,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Head-to-head.<img src=\"https://static.tigerbbs.com/64a04147bce69bc63c37360a86e5a019\" tg-width=\"1274\" tg-height=\"656\" referrerpolicy=\"no-referrer\"></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>Li Xiang: Self-developed autonomous driving system can compete with Huawei and Tesla next year</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\">\nLi Xiang: Self-developed autonomous driving system can compete with Huawei and Tesla next year\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\">2021-04-20 19:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 20,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Li Xiangzai<a href=\"https://laohu8.com/S/WB\">Weibo</a>It said that now and in the future, assisted driving and autonomous driving of all models in Li Auto are completely standard, including software, data services, map services, computing hardware, sensors, etc. There is no fee for software activation or subscription, and no matter what price the car is standard. Our self-developed autonomous driving system (standard with 508Tops computing power and lidar) can completely compete with Huawei,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Head-to-head.<img src=\"https://static.tigerbbs.com/64a04147bce69bc63c37360a86e5a019\" tg-width=\"1274\" tg-height=\"656\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184442046","content_text":"4月20日，理想汽车李想在微博表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、特斯拉正面较量。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373139540,"gmtCreate":1618829314380,"gmtModify":1704715462441,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373139540","repostId":"1159886435","repostType":4,"repost":{"id":"1159886435","kind":"news","pubTimestamp":1618824851,"share":"https://ttm.financial/m/news/1159886435?lang=en_US&edition=fundamental","pubTime":"2021-04-19 17:34","market":"us","language":"zh","title":"Nio CEO Li Bin: Optimistic about EV sales this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1159886435","media":"新浪财经","summary":"蔚来汽车CEO李斌表示，3月份是中国智能电动汽车市场的里程碑，电动汽车首次占到新车销量的10%以上；购买电动汽车的个人用户越来越多，这是一个很好的开始。李斌表示对今年的市场非常乐观，包括下半年。\n此外","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Auto CEO Li Bin said that March was a milestone in China's smart electric vehicle market, with electric vehicles accounting for more than 10% of new car sales for the first time; The growing number of individual users buying EVs is a great place to start. Li Bin said he was very optimistic about the market this year, including the second half of the year.</p><p>In addition, Li Bin also mentioned that established car brands are also launching competitive products, but in general, they are latecomers in the field of smart electric vehicles and have a lot of work to do. Xiaomi, Huawei and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And other technology companies are also entering the market. This market needs to be looked at holistically and competition is welcome because it can promote innovation. Many new companies are entering the market, but this is a very long-term market.</p><p>At the 2021 Shanghai Auto Show on-site meeting, Li Bin of Nio Automobile also told the media that the manufacturing and testing of ET7 is in full swing. Up to now, Nio has deployed 203 battery swap stations, 144 supercharging stations, nearly 1,100 supercharging piles, more than 1,800 destination charging piles, and accessed more than 380,000 third-party fast charging piles.</p>","source":"XLCJ","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 CEO Li Bin: Optimistic about EV sales this year</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 CEO Li Bin: Optimistic about EV sales this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-04-19 17:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio</a>Auto CEO Li Bin said that March was a milestone in China's smart electric vehicle market, with electric vehicles accounting for more than 10% of new car sales for the first time; The growing number of individual users buying EVs is a great place to start. Li Bin said he was very optimistic about the market this year, including the second half of the year.</p><p>In addition, Li Bin also mentioned that established car brands are also launching competitive products, but in general, they are latecomers in the field of smart electric vehicles and have a lot of work to do. Xiaomi, Huawei and<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And other technology companies are also entering the market. This market needs to be looked at holistically and competition is welcome because it can promote innovation. Many new companies are entering the market, but this is a very long-term market.</p><p>At the 2021 Shanghai Auto Show on-site meeting, Li Bin of Nio Automobile also told the media that the manufacturing and testing of ET7 is in full swing. Up to now, Nio has deployed 203 battery swap stations, 144 supercharging stations, nearly 1,100 supercharging piles, more than 1,800 destination charging piles, and accessed more than 380,000 third-party fast charging piles.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/7x24/2021-04-19/doc-ikmxzfmk7701918.shtml\">新浪财经</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://finance.sina.com.cn/7x24/2021-04-19/doc-ikmxzfmk7701918.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159886435","content_text":"蔚来汽车CEO李斌表示，3月份是中国智能电动汽车市场的里程碑，电动汽车首次占到新车销量的10%以上；购买电动汽车的个人用户越来越多，这是一个很好的开始。李斌表示对今年的市场非常乐观，包括下半年。\n此外，李斌还提到，老牌汽车品牌也在推出有竞争力的产品，但总的来说，他们是智能电动汽车领域的后来者，还有很多工作要做。小米、华为和百度等科技公司也在进入市场。需要全面看待这个市场，欢迎竞争，因为这可以促进创新。许多新公司正在进入市场，但这是一个非常长期的市场。\n在2021上海车展现场会上，蔚来汽车李斌还向媒体表示，ET7的生产制造及测试工作正紧锣密鼓的展开。截至目前，蔚来已在全国累计部署203座换电站，144座超充站，近1100根超充桩，超过1800根目的地充电桩，并且接入了超过38万根第三方快充桩。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373139183,"gmtCreate":1618829297842,"gmtModify":1704715461471,"author":{"id":"3577411653478803","authorId":"3577411653478803","name":"Tian1110","avatar":"https://static.tigerbbs.com/2d1b1b226062a3dc3e222f34aec0c4af","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577411653478803","idStr":"3577411653478803"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373139183","repostId":"2128867739","repostType":4,"repost":{"id":"2128867739","kind":"news","pubTimestamp":1618825029,"share":"https://ttm.financial/m/news/2128867739?lang=en_US&edition=fundamental","pubTime":"2021-04-19 17:37","market":"us","language":"zh","title":"What is the intention of Nio to join hands with Sinopec?","url":"https://stock-news.laohu8.com/highlight/detail?id=2128867739","media":"Donews","summary":"4月15日，造车新势力代表品牌蔚来汽车官方宣布，旗下第二代换电站在北京中石化朝英站正式落成。据介绍，这是蔚来汽车与中国石化合作建设的首座换电站。\n蔚来方面介绍，蔚来第二代换电站是全球首个量产实现车辆自","content":"<p>On April 15th, new car-making forces represented brands<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobile officially announced that its second generation battery swap station is in Beijing<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>Chaoying Station was officially completed. According to reports, this is the relationship between Nio Motors and<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>The first power swap station built in cooperation.</p><p>According to Nio, the second generation battery swap station in Nio is the first mass-produced battery swap station in the world to realize the automatic parking of vehicles, which is a combination of end and cloud defined by software<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Battery swap system. A total of 239 sensors and four cloud systems are arranged in the whole station of the second generation power swap station, which comprehensively deepens the application of visual recognition technology.</p><p>The second generation power swap station in Nio adopts visual fusion positioning technology, leading deep learning AI algorithm, combined with trajectory planning control algorithm, and motor torque control technology individually adapted to the ramp of the power swap station to realize AVP automatic parking and entry. Nio car owners can realize functions such as AVP automatic parking and entry, one-button self-service battery exchange in the car, and automatic vehicle attitude adjustment through this battery exchange station.</p><p>The power exchange station adopts SAP flexible power exchange platform, which automatically identifies the wheelbase of the vehicle model, adjusts the position of the wheel Y-direction positioning V-groove, and is compatible with the power exchange of vehicle models with different wheelbases. The unlocking electric platform combines with VI technology for accurate positioning, achieving 1 second visual judgment, 10 seconds alignment correction, 20 seconds unlocking, and fully automatic control to quickly complete battery unlocking.</p><p>It is reported that the battery compartment of the second generation battery swap station in Nio can accommodate 13 batteries, and the daily service capacity of a single station can reach 312 times. The whole warehouse constant temperature 22-degree water cooling system is adopted to ensure that the charging speed and safety of batteries in the station are not affected by the temperature. Make reasonable use of the stopping bottom space next to the battery exchange platform, increase the buffer storage bin for recycling batteries, and shorten the transmission time exponentially.</p><p>For a long time, there have been many disputes between all parties about the battery exchange mode of electric vehicles. In the early stage of popularization of electric vehicles, there were frequent accidents after battery exchange.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Only a short-term attempt was made, and only Nio insisted on changing electricity.</p><p>Now, Nio and Sinopec have joined forces to exchange electricity. What does it intend? What does this model of combining oil and electricity mean?</p><p>Range anxiety for electric vehicles</p><p>The problem of range anxiety is very obvious in the early stage of electric vehicle development. Especially when the temperature is low, it is easy for electric cars to suddenly run out of power. An electric car parked halfway tends to become a street sight.</p><p>The range anxiety of electric vehicles comes from the endurance of electric vehicles themselves on the one hand. On the other hand, it comes from the charging time. In the early days, the battery life of electric vehicles is often 300 kilometers in the official test, and more than 200 kilometers in actual run. When it is cold, it is discounted. Finally, I am afraid to go to the suburbs, not to mention running long distances.</p><p>Later, with the progress of battery technology and motor technology, especially the large number of applications of high-energy batteries, the battery life of electric vehicles is generally very long now, and 500 kilometers and 600 kilometers are already very common. Although the danger of the battery has been compromised, the battery life is no longer a big problem.</p><p>In contrast, the problem of fast charging has not made so much progress. It's not that charging can't be done so fast, but that super fast charging requires too much power infrastructure.</p><p>Tesla's super fast charging requires 250KW. If you put this charging pile in the community, install a few, and the capacity of the community will be full. Difficult to popularize.</p><p>Moreover, even if it is called super fast charging, this super fast charging is tortoise speed compared with the refueling speed. Compared with slow charging overnight, fast charging takes 30 minutes, and 1 hour is already super fast.</p><p>However, it only takes a few minutes to refuel. When it comes to a long journey, after running a few hundred kilometers at high speed, even if there is a super fast charging station and no other car occupies the charging position, you have to wait for an hour.</p><p>This has caused electric vehicles to run long distances on tenterhooks, poor planning, and trouble if they are too far away. This kind of mileage anxiety is difficult to alleviate, and only by changing batteries is it possible to compete with refueling.</p><p>Only by popularizing battery exchange can the problem of mileage anxiety be solved.</p><p>The Abacus of Nio</p><p>Tesla's success lies in the fact that Tesla sells charging and cars together, which solves the problem of users charging. Tesla's own battery life plus parking space charging can meet the needs of daily vehicles.</p><p>However, when it comes to the long distance, Tesla still has a little problem.</p><p>Long-distance charging on the road, first of all, you have to find a place to install charging piles on the expressway, then you have to connect with electricity, and you have to slowly distribute points along the expressway. This difficulty is very great for a car company.</p><p>However, because of the demand for fuel vehicles, there are gas stations all the way down the highway. Gas stations are available every other section. Gas stations also have plenty of space for vehicles to enter and exit.</p><p>Nio has used the site of Sinopec gas station through cooperation. This abacus is too precise.</p><p>Unlike charging stations, the battery swap mode in Nio takes only a few minutes to change the battery, and the replaced battery can be charged slowly</p><p>This way there is no problem of queuing up for charging.</p><p>Electricity exchange of electric vehicles is a very dangerous job, but Nio was designed for electricity exchange from the beginning, and automatic electricity exchange was realized in the second generation electricity exchange station, so there is no need to arrange many technicians.</p><p>The second generation power swap station in Nio is equivalent to a vending machine for power swap, only using Sinopec's site. This system is unique to the brand. It poses a very big competitive advantage over NIO's electric vehicles.</p><p>Except for the petrol-electric hybrid, other pure-electric models can't compete with Nio. This is a big benefit for NIO's car sales.</p><p>There are certain hidden concerns about safety</p><p>At present, Nio still uses ternary batteries. Although the ternary battery pack has been safely protected, it is still dangerous.</p><p>Moreover, in the battery exchange mode, Nio doesn't know whether the replaced battery pack has any problems such as collision during driving.</p><p>Tesla first caught fire because hard objects on the ground touched the battery pack, causing a short circuit.</p><p>In addition, during the charging and discharging process, it is also a time when the battery pack is prone to thermal runaway.</p><p>There have been problems with electric cars in this country.</p><p>The second generation battery swap station in Nio is 13 battery packs together. If one of these battery packs goes wrong, it can easily trigger a chain reaction. The energy of the battery pack is huge, and because the ternary material can be self-sustained by thermal decomposition and combustion, it does not need external oxygen. Once it catches fire, it will be very violent and difficult to put out the fire.</p><p>Therefore, the electric vehicle fire accidents we saw, and the wreckage after combustion was very ugly. There's nothing left after burning.</p><p>The gas station is precisely a place where fireworks are strictly forbidden. If there is a problem with the battery in the electric vehicle or charging station, which causes a gas station fire, the consequences will be devastating.</p><p>Therefore, there are certain potential safety hazards in this cooperation, and it is necessary to safely isolate and protect the second-generation batteries.</p><p>Gas stations should also protect the battery exchange stations from risks. In the extreme case of all 13 batteries burning and exploding, the gas stations have enough space and protection to isolate the battery exchange stations.</p>","source":"dns","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>What is the intention of Nio to join hands with Sinopec?</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\">\nWhat is the intention of Nio to join hands with Sinopec?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Donews</strong><span class=\"h-time small\">2021-04-19 17:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On April 15th, new car-making forces represented brands<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobile officially announced that its second generation battery swap station is in Beijing<a href=\"https://laohu8.com/S/SNP\">Sinopec</a>Chaoying Station was officially completed. According to reports, this is the relationship between Nio Motors and<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>The first power swap station built in cooperation.</p><p>According to Nio, the second generation battery swap station in Nio is the first mass-produced battery swap station in the world to realize the automatic parking of vehicles, which is a combination of end and cloud defined by software<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Battery swap system. A total of 239 sensors and four cloud systems are arranged in the whole station of the second generation power swap station, which comprehensively deepens the application of visual recognition technology.</p><p>The second generation power swap station in Nio adopts visual fusion positioning technology, leading deep learning AI algorithm, combined with trajectory planning control algorithm, and motor torque control technology individually adapted to the ramp of the power swap station to realize AVP automatic parking and entry. Nio car owners can realize functions such as AVP automatic parking and entry, one-button self-service battery exchange in the car, and automatic vehicle attitude adjustment through this battery exchange station.</p><p>The power exchange station adopts SAP flexible power exchange platform, which automatically identifies the wheelbase of the vehicle model, adjusts the position of the wheel Y-direction positioning V-groove, and is compatible with the power exchange of vehicle models with different wheelbases. The unlocking electric platform combines with VI technology for accurate positioning, achieving 1 second visual judgment, 10 seconds alignment correction, 20 seconds unlocking, and fully automatic control to quickly complete battery unlocking.</p><p>It is reported that the battery compartment of the second generation battery swap station in Nio can accommodate 13 batteries, and the daily service capacity of a single station can reach 312 times. The whole warehouse constant temperature 22-degree water cooling system is adopted to ensure that the charging speed and safety of batteries in the station are not affected by the temperature. Make reasonable use of the stopping bottom space next to the battery exchange platform, increase the buffer storage bin for recycling batteries, and shorten the transmission time exponentially.</p><p>For a long time, there have been many disputes between all parties about the battery exchange mode of electric vehicles. In the early stage of popularization of electric vehicles, there were frequent accidents after battery exchange.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Only a short-term attempt was made, and only Nio insisted on changing electricity.</p><p>Now, Nio and Sinopec have joined forces to exchange electricity. What does it intend? What does this model of combining oil and electricity mean?</p><p>Range anxiety for electric vehicles</p><p>The problem of range anxiety is very obvious in the early stage of electric vehicle development. Especially when the temperature is low, it is easy for electric cars to suddenly run out of power. An electric car parked halfway tends to become a street sight.</p><p>The range anxiety of electric vehicles comes from the endurance of electric vehicles themselves on the one hand. On the other hand, it comes from the charging time. In the early days, the battery life of electric vehicles is often 300 kilometers in the official test, and more than 200 kilometers in actual run. When it is cold, it is discounted. Finally, I am afraid to go to the suburbs, not to mention running long distances.</p><p>Later, with the progress of battery technology and motor technology, especially the large number of applications of high-energy batteries, the battery life of electric vehicles is generally very long now, and 500 kilometers and 600 kilometers are already very common. Although the danger of the battery has been compromised, the battery life is no longer a big problem.</p><p>In contrast, the problem of fast charging has not made so much progress. It's not that charging can't be done so fast, but that super fast charging requires too much power infrastructure.</p><p>Tesla's super fast charging requires 250KW. If you put this charging pile in the community, install a few, and the capacity of the community will be full. Difficult to popularize.</p><p>Moreover, even if it is called super fast charging, this super fast charging is tortoise speed compared with the refueling speed. Compared with slow charging overnight, fast charging takes 30 minutes, and 1 hour is already super fast.</p><p>However, it only takes a few minutes to refuel. When it comes to a long journey, after running a few hundred kilometers at high speed, even if there is a super fast charging station and no other car occupies the charging position, you have to wait for an hour.</p><p>This has caused electric vehicles to run long distances on tenterhooks, poor planning, and trouble if they are too far away. This kind of mileage anxiety is difficult to alleviate, and only by changing batteries is it possible to compete with refueling.</p><p>Only by popularizing battery exchange can the problem of mileage anxiety be solved.</p><p>The Abacus of Nio</p><p>Tesla's success lies in the fact that Tesla sells charging and cars together, which solves the problem of users charging. Tesla's own battery life plus parking space charging can meet the needs of daily vehicles.</p><p>However, when it comes to the long distance, Tesla still has a little problem.</p><p>Long-distance charging on the road, first of all, you have to find a place to install charging piles on the expressway, then you have to connect with electricity, and you have to slowly distribute points along the expressway. This difficulty is very great for a car company.</p><p>However, because of the demand for fuel vehicles, there are gas stations all the way down the highway. Gas stations are available every other section. Gas stations also have plenty of space for vehicles to enter and exit.</p><p>Nio has used the site of Sinopec gas station through cooperation. This abacus is too precise.</p><p>Unlike charging stations, the battery swap mode in Nio takes only a few minutes to change the battery, and the replaced battery can be charged slowly</p><p>This way there is no problem of queuing up for charging.</p><p>Electricity exchange of electric vehicles is a very dangerous job, but Nio was designed for electricity exchange from the beginning, and automatic electricity exchange was realized in the second generation electricity exchange station, so there is no need to arrange many technicians.</p><p>The second generation power swap station in Nio is equivalent to a vending machine for power swap, only using Sinopec's site. This system is unique to the brand. It poses a very big competitive advantage over NIO's electric vehicles.</p><p>Except for the petrol-electric hybrid, other pure-electric models can't compete with Nio. This is a big benefit for NIO's car sales.</p><p>There are certain hidden concerns about safety</p><p>At present, Nio still uses ternary batteries. Although the ternary battery pack has been safely protected, it is still dangerous.</p><p>Moreover, in the battery exchange mode, Nio doesn't know whether the replaced battery pack has any problems such as collision during driving.</p><p>Tesla first caught fire because hard objects on the ground touched the battery pack, causing a short circuit.</p><p>In addition, during the charging and discharging process, it is also a time when the battery pack is prone to thermal runaway.</p><p>There have been problems with electric cars in this country.</p><p>The second generation battery swap station in Nio is 13 battery packs together. If one of these battery packs goes wrong, it can easily trigger a chain reaction. The energy of the battery pack is huge, and because the ternary material can be self-sustained by thermal decomposition and combustion, it does not need external oxygen. Once it catches fire, it will be very violent and difficult to put out the fire.</p><p>Therefore, the electric vehicle fire accidents we saw, and the wreckage after combustion was very ugly. There's nothing left after burning.</p><p>The gas station is precisely a place where fireworks are strictly forbidden. If there is a problem with the battery in the electric vehicle or charging station, which causes a gas station fire, the consequences will be devastating.</p><p>Therefore, there are certain potential safety hazards in this cooperation, and it is necessary to safely isolate and protect the second-generation batteries.</p><p>Gas stations should also protect the battery exchange stations from risks. In the extreme case of all 13 batteries burning and exploding, the gas stations have enough space and protection to isolate the battery exchange stations.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.chinaventure.com.cn/news/78-20210419-361673.html\">Donews</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.chinaventure.com.cn/news/78-20210419-361673.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128867739","content_text":"4月15日，造车新势力代表品牌蔚来汽车官方宣布，旗下第二代换电站在北京中石化朝英站正式落成。据介绍，这是蔚来汽车与中国石化合作建设的首座换电站。\n蔚来方面介绍，蔚来第二代换电站是全球首个量产实现车辆自动泊入的换电站，是由软件定义的端云结合的智能换电系统。第二代换电站全站共布置239个传感器、4大云端系统协同作业，全面深化视觉识别技术应用。\n蔚来第二代换电站采用视觉融合定位技术，运用领先的深度学习AI算法，结合轨迹规划控制算法，针对换电站坡道单独适配的电机扭矩控制技术，实现AVP自动泊车入站。蔚来车主可通过这座换电站实现AVP自动泊车入站、车内一键自助换电、自动调整车辆姿态等功能。\n该换电站采用SAP柔性换电平台，自动识别车型轴距后，调节车轮Y向定位V型槽位置，且兼容不同轴距车型换电。加解锁电平台结合VI技术精准定位，做到1秒视觉判断、10秒校正对准、20秒解锁，全自动控制快速完成电池解锁。\n据悉，蔚来第二代换电站电池仓内可容纳13块电池，单站日服务能力可达312次，并采用全仓恒温22度水冷系统，确保站内电池充电速度和安全不受气温影响。合理利用换电平台旁驻足底部空间，增加回收电池缓存仓，成倍缩短传送时间。\n长期以来，对于电动车的换电模式，各方争议都比较多。早期电动车普及阶段，有过换电后事故频频的情况。特斯拉也仅仅做了短期尝试，只有蔚来坚持做换电。\n如今，蔚来与中石化联手换电，它意欲何为呢?这种油电联手的模式意味着什么呢?\n电动车的里程焦虑\n里程焦虑问题，在电动车发展初期非常明显。尤其在温度较低的时候，电动车很容易突然没电。停在半路的电动车往往会成为街头一景。\n电动车的里程焦虑，一方面来自于电动车自身的续航能力。另外一方面来自于充电时间。电动车早期的续航往往是官方测试300公里，实际跑起来200多公里，天冷再打折扣，最后去趟郊区都提心吊胆，不用说跑长途了。\n后来随着电池技术、电机技术的进步，尤其是高能量电池的大量应用，现在电动车的续航普遍都很长了，500公里，600公里的已经很常见了。虽然电池的危险性有所妥协，但是续航已经不是太大问题。\n相比之下，快充问题进步没有那么大，并不是充电做不了那么快，而是要做超级快充对电力基础设施要求太高。\n特斯拉的超级快充要250KW，这种充电桩放到小区里面，安装几个，小区的容量就满了。难以普及。\n而且，即使叫超级快充，这个超级快相比加油速度也是龟速。相比慢充充一夜，快充30分钟，1个小时已经超级快了。\n但是，加油只要几分钟。到了长途旅行的时候，跑高速几百公里后，即使有超级快充站，没有其他车占用充电位置，也要等一个小时。\n这造成了电动车跑长途提心吊胆，规划不周，距离过远都要出麻烦。这种里程焦虑很难缓解，只有换电才可能和加油拼速度。\n也只有换电普及，才可能解决里程焦虑问题。\n蔚来的算盘\n特斯拉的成功，在于特斯拉是充电和车一起卖，解决了用户充电的问题。特斯拉本身的续航加上车位充电，是可以满足日常用车需求的。\n但是，真正到了长途，特斯拉还是有点问题。\n长途路上充电，首先你要在高速路上找到安装充电桩的地方，然后要配上电，还要沿着高速路慢慢布点，这个难度对于一家车企来说是很大的。\n但是，因为燃油车的需求，在高速路上一路都有加油站。加油站是每隔一段就有的。加油站为了车辆进出也有足够多的空间。\n蔚来通过合作用上中石化加油站的场地。这个算盘打的太精了。\n与充电站不同，蔚来的换电模式只要几分钟就可以换好电池，换好的电池可以慢慢充\n这样就没有排队充电的问题。\n电动车换电是一个危险性很高的工作，但是蔚来一开始就是换电设计，在二代换电站中又实现了自动换电，这样就不用安排很多技术人员。\n蔚来的二代换电站，相当于一个换电的自动售货机，只是利用中石化的场地。这个系统是品牌独有的。对蔚来的电动车构成非常大的竞争优势。\n除了油电混合车型，其他纯电车型无法与蔚来竞争。这对蔚来的汽车销售有很大好处。\n安全性存在一定隐忧\n目前，蔚来用的还是三元电池，三元电池包虽然做了很稳妥的保护，但是危险性还是有的。\n而且换电模式下，蔚来并不知道换下来的电池包，在行驶过程中有没有碰撞等问题。\n特斯拉最早出现起火问题，就是因为地面硬物触碰了电池包，造成短路。\n另外，在充放电过程中，也是电池包容易出现热失控的时候。\n这个国内的电动车都出过问题。\n蔚来的二代换电站是13个电池包在一起，这些电池包如果有一个出问题，很容易引发连锁反应。电池包的能量是巨大的，而且由于三元材料热分解燃烧可以自持，并不需要外界的氧气，一旦起火就会非常猛烈，难以救火。\n所以，我们看到的电动车起火事故，燃烧过后的残骸都非常难看。烧完了以后剩不下什么。\n而加油站，恰恰是一个严禁烟火的地方，如果电动车或者充电站里面的电池出问题，引发了加油站火灾，后果是毁灭性的。\n所以，这个合作存在一定的安全隐患，需要对二代换电的电池做足够安全的隔离和保护。\n加油站，也应该对换电站进行风险防护，要保障13块电池全部燃烧爆炸的极端情况下，加油站有足够多的空间和防护，隔离换电站。","news_type":1,"symbols_score_info":{"SNP":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}