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Jamie5354
2021-09-02

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什么原因？理想汽车8月交付量暴增，蔚来连续“败北”

近期，“蔚小理”同时交出8月交付量成绩单。其中，理想汽车8月交付量为9433辆，同比暴涨248%，环比增长9.8%，稳居造车新势力“三强”中的首位。小鹏汽车8月交付量为7214辆，同比增长172%

什么原因？理想汽车8月交付量暴增，蔚来连续“败北”

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快乐玩美股
·2021-09-02
[财迷]
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kimxuan
·2021-09-02
不错
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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fdd6f504d4c5e0ac489c679890033ccc","relate_stocks":{"LI":"理想汽车","09868":"小鹏汽车-W","NIO":"蔚来","XPEV":"小鹏汽车","02015":"理想汽车-W"},"source_url":"https://mp.weixin.qq.com/s/Gsgotg-5pIsIvhKMUEPl3A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173505537","content_text":"近期，“蔚小理”同时交出8月交付量成绩单。其中，理想汽车8月交付量为9433辆，同比暴涨248%，环比增长9.8%，稳居造车新势力“三强”中的首位。\n\n小鹏汽车8月交付量为7214辆，同比增长172%，环比却有所下滑，相比上月的8040辆下滑了11.45%。\n而蔚来在7月交付量排名中错失“销冠宝座”后，又一次败北，8月交付量为5880辆，虽然同比增长了48.3%，环比却减少了近26%。\n据了解，小鹏汽车与蔚来交付量环比下滑，主要是受到了部分地区疫情和芯片短缺的影响，其中蔚来受到的冲击最大，ES6和EC6的生产均严重受限。\n9月2日，“蔚小理”股价集体受挫，截至美股收盘，蔚来报收39.08美元/股，跌幅0.59%；理想汽车报收30.47美元/股，跌幅1.26%；小鹏汽车报收40.78美元/股，跌幅4.05%。\n\n芯片短缺是普遍面临的难题\n日前，有着汽车芯片封装测试“重镇”之称的马来西亚，遭遇了新冠疫情的再度冲击。在疫情影响下，马来西亚芯片企业基本处于“瘫痪”状态，被迫停工停产，而这也进一步加剧了全球汽车产业的“芯片荒”。受此影响，大众、通用、福特、丰田等汽车巨头公司已纷纷宣布了减产计划。\n据悉，马来西亚的意法半导体所生产的芯片产品对汽车零部件产业至关重要，例如L9369-TR 芯片物料，以其为核心的汽车零部件在中国主机厂的整体需求覆盖率达到7.5% 。据相关预测显示，它的短缺将造成8月中国近90万辆整车生产受影响。\n事实上，马来西亚疫情所带来了芯片短缺，已在新造车企业的交付端有所显现。根据小鹏汽车公布的8月交付数据显示，公司8月总交付量为7214辆，同比增长172%，环比却下滑11.45%。\n\n据小鹏汽车官方信息称，由于8月处于G3到G3i的生产切换，老款G3仅有一千辆左右交付，因此月度总交付量环比略有下降。而改款车型G3i在9月即将进入规模交付阶段，下月交付有望迎来新高。\n与此同时，部分地区的疫情和芯片短缺，也给小鹏汽车的8月交付量带来了影响。\n小鹏汽车董事长、CEO何小鹏在Q2财报电话会中表示，芯片的短缺分为可预期和不可预期的情况，从产业的角度，芯片的短缺是可以解决的，但疫情带来的影响，却是不可预期的，一旦某个地区因疫情原因被封锁，而这个区域恰好有芯片产业，那么就会给行业带来很大的挑战。\n为此，小鹏汽车也与不少芯片厂商和零部件巨头达成了合作协议，包括采取一些联合采购的途径攻克这一难题。\n与小鹏汽车相比，蔚来受芯片短缺的影响似乎更大，今年7月，蔚来汽车销量7931辆，首次在造车新势力三强中跌落月度交付量排名“冠军宝座”。\n如今，这种情况还在继续恶化。今年8月，蔚来汽车共计交付了5880辆，同比增长了48.3%，环比减少了近26%。位列造车新势力第二梯队的哪吒汽车，8月的交付量已成功赶超蔚来，达6613辆，同比增长449%。\n\n对于交付量的环比大跌，蔚来方面称，8月马来西亚、国内南京等地区的疫情影响，这直接导致了蔚来个别零部件供应严重受限，生产端受到制约，特别是ES6和EC6生产端严重受限，影响了8月的交付量。\n有业内人士认为，芯片短缺并非是蔚来、小鹏所面临的个性难题，而是整个行业面临的共同压力。对此，销量持续走高的理想汽车，也在Q2财报会中特别提到了芯片短缺给企业带来的挑战。\n理想汽车联合创始人兼总裁沈亚楠表示，芯片短缺是目前整个行业普遍面临的一个难题，近期，马来西亚的疫情又加剧了这一危机。\n“过去的每一天我们都在为保障供应而奋战，我们并不认为理想汽车的情况比其他品牌好”，沈亚楠称，展望下一季度，如果马来西亚的疫情有所好转，我们相信整个行业的芯片供应会更平衡一些。但目前疫情的走势还难以预测，对于理想汽车而言，这仍是是一个风险点。\n三季度展望仍然乐观\n尽管芯片短缺的影响给造车新势力的交付量攀升带来了显著压力，但“蔚小理”却非常默契地对接下来的交付量走势保持乐观。\n蔚来方面称，8月公司的订单量持续增长，单月新增订单量已创历史新高，三季度交付量最新指引为22500辆至23500辆。\n理想汽车预测称，公司第三季度交付量为25000至26000辆，较2020年第三季度增加188.7%至200.2%。同时，公司的收入总额为69.8亿元人民币至72.5亿元人民币，同比有望增加177.8%至188.9%。\n小鹏汽车预测称，公司第三季度汽车交付量将介乎21500至22500辆，按年增长约150.6%至162.3%。总收入将介乎48亿元至50亿元，按年增长约143.4%至153.4%。\n平安证券分析称，目前阶段造车新势力面临从1到N的“爬坡过坎”阶段，仍需不断地高投入，抗风险能力有待提高。新造车企业只有不断扩大规模，初具规模效应和造血能力后，才能进一步筑牢在产业的基础。\n记者注意到，蔚来已宣布要推出全新的大众化品牌，而理想汽车也从单一的增程式路线转向增程+纯电的双线发展，这些战略调整，均是在为进一步扩大销量规模，抢占市场蛋糕做准备和铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":5725161,"commentId":"5725161","gmtCreate":1630546918822,"gmtModify":1663233264643,"authorId":3574841454707089,"author":{"id":3574841454707089,"idStr":"3574841454707089","authorId":3574841454707089,"name":"快乐玩美股","avatar":"https://static.tigerbbs.com/193d55dc3ae5d7357bea35e08f9288e8","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":812919347,"objectIdStr":"812919347","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[财迷]","text":"[财迷]","html":"[财迷]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":5726006,"commentId":"5726006","gmtCreate":1630550900079,"gmtModify":1635133139987,"authorId":3573460384591971,"author":{"id":3573460384591971,"idStr":"3573460384591971","authorId":3573460384591971,"name":"kimxuan","avatar":"https://static.tigerbbs.com/a2d7a18ffeb65e33066b9137a4de8f12","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master 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