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KKKkkkk
2021-07-01
gogogo
KKKkkkk
2021-06-22
?
Opening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened
KKKkkkk
2021-06-22
..........
@KKKkkkk:omg...
KKKkkkk
2021-06-18
omg...
KKKkkkk
2021-06-15
gogogo
KKKkkkk
2021-06-12
hmm...
KKKkkkk
2021-06-08
hmm......
KKKkkkk
2021-06-06
hmm...
KKKkkkk
2021-06-03
.......
KKKkkkk
2021-06-02
hmm...
KKKkkkk
2021-05-29
Hmm...
KKKkkkk
2021-05-28
??
[Change] WSB concept stocks add new recruits, Tilray rose more than 7%
KKKkkkk
2021-05-28
??
The ideal is slow, so I have to "pile materials"
KKKkkkk
2021-05-28
??
Reminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31
KKKkkkk
2021-05-23
??
Sorry, the original content has been removed
KKKkkkk
2021-05-23
??
Sorry, the original content has been removed
KKKkkkk
2021-05-19
hmm....
KKKkkkk
2021-05-16
......
Swipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities
KKKkkkk
2021-05-16
??
Tesla responds to the "car pickup test": only as an "elective" activity
KKKkkkk
2021-05-15
??
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21:28","market":"us","language":"zh","title":"Opening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened","url":"https://stock-news.laohu8.com/highlight/detail?id=1121740775","media":"老虎资讯综合","summary":"6月22日(周二),美股开盘涨跌不一。道琼斯指数开盘下跌22点,跌幅0.06%,报33855点;标普500指数开盘下跌2.0点,跌幅0.05%,报4222.8点;纳斯达克综合指数开盘上涨0.2点,涨幅","content":"<p>On June 22 (Tuesday), U.S. stocks opened mixed. The Dow Jones index opened down 22 points, or 0.06%, to 33,855 points; The S&P 500 index opened down 2.0 points, or 0.05%, to 4222.8 points; The Nasdaq Composite Index opened up 0.2 points, or 0.03%, to 14,141.7 points.</p><p><img src=\"https://static.tigerbbs.com/0c4899cfec1286397933f077ece3d3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin fell below $29,500 per coin, an intraday drop of 6.75%. Blockchain concept stocks generally fell.<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 10%, MicroStrategy fell more than 8%, Marathon Patent fell 6.97%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell 6.44%, Riot Blockchain fell 4.96%, and Coinbase fell 3.41%.</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It opened up 8%, and the company announced that it had completed its plan to issue 5 million shares on the market.</p><p><a href=\"https://laohu8.com/S/SPLK\">Splunk</a>It opened up 10%. Market news: Silver Lake Capital will invest $1 billion in Splunk.</p><p><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Up more than 3%, the company's CEO said<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Its electrolyzer was purchased.</p><p><a href=\"https://laohu8.com/S/MVIS\">Dimensional image</a>It fell more than 7% at the opening. Vision Image stated that it has reached an agreement with Craig-Hallum Group. The company can issue common shares to the group at any time, with a total value of no more than US $140 million, and the proceeds from the issuance of shares will be used for general corporate purposes.</p><p><a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 3%. Kaixin Automobile announced that the company is in negotiations with China's leading recreational vehicle (RV) retailer. The two parties intend to cooperate in sales and leasing, and explore opportunities to develop and produce electric recreational vehicles.</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>Opening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened</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\">\nOpening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened\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\">2021-06-22 21:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 22 (Tuesday), U.S. stocks opened mixed. The Dow Jones index opened down 22 points, or 0.06%, to 33,855 points; The S&P 500 index opened down 2.0 points, or 0.05%, to 4222.8 points; The Nasdaq Composite Index opened up 0.2 points, or 0.03%, to 14,141.7 points.</p><p><img src=\"https://static.tigerbbs.com/0c4899cfec1286397933f077ece3d3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin fell below $29,500 per coin, an intraday drop of 6.75%. Blockchain concept stocks generally fell.<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 10%, MicroStrategy fell more than 8%, Marathon Patent fell 6.97%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell 6.44%, Riot Blockchain fell 4.96%, and Coinbase fell 3.41%.</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It opened up 8%, and the company announced that it had completed its plan to issue 5 million shares on the market.</p><p><a href=\"https://laohu8.com/S/SPLK\">Splunk</a>It opened up 10%. Market news: Silver Lake Capital will invest $1 billion in Splunk.</p><p><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Up more than 3%, the company's CEO said<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Its electrolyzer was purchased.</p><p><a href=\"https://laohu8.com/S/MVIS\">Dimensional image</a>It fell more than 7% at the opening. Vision Image stated that it has reached an agreement with Craig-Hallum Group. The company can issue common shares to the group at any time, with a total value of no more than US $140 million, and the proceeds from the issuance of shares will be used for general corporate purposes.</p><p><a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 3%. Kaixin Automobile announced that the company is in negotiations with China's leading recreational vehicle (RV) retailer. The two parties intend to cooperate in sales and leasing, and explore opportunities to develop and produce electric recreational vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121740775","content_text":"6月22日(周二),美股开盘涨跌不一。道琼斯指数开盘下跌22点,跌幅0.06%,报33855点;标普500指数开盘下跌2.0点,跌幅0.05%,报4222.8点;纳斯达克综合指数开盘上涨0.2点,涨幅0.03%,报14141.7点。\n\n比特币跌破29500美元/枚,日内跌幅6.75%。区块链概念股普跌。第九城市跌超10%,MicroStrategy跌超8%,Marathon Patent跌6.97%,嘉楠科技跌6.44%,Riot 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23:20","market":"us","language":"zh","title":"[Change] WSB concept stocks add new recruits, Tilray rose more than 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121892129","media":"老虎资讯综合","summary":"5月28日,大麻股Tilray涨超7%,盘中一度涨超9%;在Reddit的WSB论坛上,该股已经成为十大热门股票之一。","content":"<p>On May 28, marijuana stock Tilray rose by more than 7%, and once rose by more than 9% during the session; The stock has become one of the top 10 trending stocks on Reddit's WSB forum.</p><p><img src=\"https://static.tigerbbs.com/f718869821fd59d0ea632e1dc2dfa48d\" tg-width=\"840\" tg-height=\"470\" 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>[Change] WSB concept stocks add new recruits, Tilray rose more than 7%</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{ 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#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\">\n[Change] WSB concept stocks add new recruits, Tilray rose more than 7%\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\">2021-05-28 23:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 28, marijuana stock Tilray rose by more than 7%, and once rose by more than 9% during the session; The stock has become one of the top 10 trending stocks on Reddit's WSB forum.</p><p><img src=\"https://static.tigerbbs.com/f718869821fd59d0ea632e1dc2dfa48d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"TLRY":"Tilray Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121892129","content_text":"5月28日,大麻股Tilray涨超7%,盘中一度涨超9%;在Reddit的WSB论坛上,该股已经成为十大热门股票之一。","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134868486,"gmtCreate":1622216233345,"gmtModify":1704181763662,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134868486","repostId":"1179839264","repostType":4,"repost":{"id":"1179839264","kind":"news","pubTimestamp":1622215741,"share":"https://ttm.financial/m/news/1179839264?lang=en_US&edition=fundamental","pubTime":"2021-05-28 23:29","market":"us","language":"zh","title":"The ideal is slow, so I have to \"pile materials\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1179839264","media":"连线出行","summary":"一场发布会、一份成绩单,让理想汽车成为了五月末汽车圈中的焦点。时隔三年多,理想汽车CEO李想再次站到了演讲台中央。本周三晚,在北京研发总部举行2021理想汽车春季发布会,李想发布了2021款理想ONE","content":"<p>A press conference and a report card made Li Auto the focus of the automotive circle at the end of May.</p><p>After more than three years, Li Auto CEO Li Xiang once again stood in the center of the podium. This Wednesday night, the 2021 Li Auto Spring Conference was held at the Beijing R&D headquarters. Li Xiang released the 2021 Ideal ONE, which is also an important upgrade and facelift of the Ideal ONE released in 2019.<img src=\"https://static.tigerbbs.com/07c11b172ab82e165ba6f156f284420e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">Li Auto CEO Li Xiang releases new Ideal ONE</p><p>Compared with the old model, the 2021 Ideal ONE has made corresponding adjustments and upgrades in terms of extended-range structure, vehicle interior and appearance and other hardware parts, and automatic assisted driving software and hardware.</p><p>After the model was released, it received some praise and some doubts. Some people feel that Ideal's new model is more competitive, while others feel that Ideal is losing its character and becoming mediocre.</p><p>Li Auto chose a maverick path at the beginning of its establishment-when many car companies chose the pure electric route, they chose the extended-range route in another way, and said that they would further optimize the system to make the ideal ONE a \"smart electric vehicle that satisfies consumers\".</p><p>In this upgrade, Ideal only made minor changes to the extended-range system, but piled up materials in automatic assisted driving. It not only added an 8-megapixel camera and multiple millimeter-wave radars, but also launched NOA and Ideal OS and other software systems.</p><p>Even so, the upgraded Ideal ONE does not have much advantage over its competitors in terms of autonomous driving.</p><p>This upgrade also caused dissatisfaction among some car owners. Some new car owners said that they just bought the old model not long ago, and now the 2021 model has been released. The configuration has been upgraded a lot, and the price is only 10,000 more expensive than the old model.</p><p>However, for Ideal, it has to do this. Faced with fierce competition, it is under a lot of pressure and needs to rely on an upgrade to attract consumers.</p><p>Just the day after the press conference, Ideal released financial data for the first quarter of 2021. The data showed that in the first quarter of this year, Ideal achieved revenue of 3.85 billion yuan, a year-on-year increase of 319.8%, but a quarter-on-quarter decrease of 14.6%; In terms of net profit, after achieving a small profit in the fourth quarter of last year, Ideal returned to a loss of 360 million yuan in the first quarter of this year.<img src=\"https://static.tigerbbs.com/1f953ef07e3c16565033e233e5d6fd01\" tg-width=\"903\" tg-height=\"676\" referrerpolicy=\"no-referrer\">Li Auto's performance in the first quarter of 2021, screenshot from financial report</p><p>Even the gross profit margin that Ideal is proud of only increased by 0.2%, falling from the first place among the \"three car-making brothers\" to the second position. In addition, in terms of cash equivalents, it also fell from the top of the three brothers to the bottom.</p><p>As far as Li Xiang, a product manager, is concerned, he naturally understands this development logic. However, for Li Auto, which has been trapped in the rapid development of its industry and is a few steps slow in terms of the number of models and technology, stacking may be the most convenient way to attract consumers.</p><p>So, will stacking materials make the ideal lose its character, or will it be more competitive?</p><p>Can the new Ideal ONE \"fight\"?</p><p>\"How to build a smart electric car that makes the family happier?\"</p><p>After taking out a series of foreshadowings such as car owner evaluations and good-looking sales report cards, Li Xiang may have felt that the atmosphere of the press conference had also been adjusted to the best state, so he used this sentence to make the press conference smoothly transition to the official release link.</p><p>People who are familiar with Ideal will remember that at the press conference of Ideal ONE's debut three years ago, Li Xiang used a similar sentence as the opening quotation, and said that he would use the extended range to make a range-free, family-friendly electric vehicle for consumers to realize his ideal of making an electric vehicle.<img src=\"https://static.tigerbbs.com/b9f5e3a055121dd0ad37c25a5112717e\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">2018 Ideal Press Conference, Source Li Auto Official Weibo</p><p>At that time, due to the choice of extended range, which is different from the pure electric route, as the power mode, Ideal became an \"heterogeneous\" in the industry. Despite this, after ideal shows consumer-centered product design, some consumers have become fans of this car company.</p><p>\"Compared with the press conferences of other car companies, the ideal press conference at that time felt like communicating with consumers, rather than simply releasing products. Based on this, I think the ideal press conference has characteristics.\" Fang Hui, the owner of Ideal ONE, said this to Connected Travel.</p><p>Three years later, although Li Xiang still said the same things, times have changed, and at this press conference, Ideal began to learn from competing products and started piling up materials.</p><p>In Fang Hui's view, Ideal's press conference is not much different from that of other car companies.</p><p>The software and hardware upgrade of automatic assisted driving has become the focus of this conference, and Li Xiang spent almost half of the conference introducing it.</p><p>First of all, in terms of autonomous driving chips, the new Ideal ONE is not equipped with the Mobileye Q4 chip that has been used all the time, but has been replaced with the Journey 3 chip from Horizon. From the perspective of computing power alone, the total computing power of the new Ideal ONE It is 10TOPS, which doubles the computing power of the old model.</p><p>However, if its computing power is compared at the industry level, it is slightly insufficient.</p><p>Looking at the entire industry, Tesla took the lead in realizing self-developed chips. The computing power of its FSD HW3.0 chip has reached 144TOPS. Although Nio and XPeng still use Nvidia's chips, the total computing power of ET7 and P7 has also reached 1016TOPS and 30TOPS.<img src=\"https://static.tigerbbs.com/7171e2c54dbbd457657e24a3f99264c6\" tg-width=\"1061\" tg-height=\"246\" referrerpolicy=\"no-referrer\">The chip situation of Tesla, Nio, XPeng and Ideal models, the data comes from public information, connected travel mapping</p><p>\"Chips represent the computing power of vehicles and the ability to deal with problems. It has become an industry consensus that car companies pay attention to chips.\" Zhao Qiang, an expert from the Industrial Information Automotive Research Think Tank, told Future Automobile Daily.</p><p>For the arms race of autonomous driving, in addition to chips, the supporting hardware is also crucial. In order to seize the leading position, XPeng took the lead in adopting the lidar solution in the new P5 model. The number of vehicle sensors reached 32, and Nio surpassed it, equipping the ET7 with 33 high-performance sensing hardware.</p><p>Under this competitive landscape, Ideal has also started the stacking mode.</p><p>According to the official introduction, the new Ideal ONE uses the world's first mass-produced and delivered 8-megapixel visual recognition camera, and the recognition accuracy can reach 4K level. In terms of millimeter-wave radars, the number has also been increased from the previous one to five.</p><p>Overall, the number of sensors in the 2021 Ideal ONE has reached 22, which is far behind Nio and XPeng.</p><p>In addition, in terms of software, Ideal also launched its own software system at this conference for the NOA (navigation on autopilot) function used by Tesla, Nio and XPeng.</p><p>It is worth noting that the ideal NOA function is also paired with the high-precision map provided by Amap, allowing its functions to cover scenarios including passing ramps, tunnels, automatic lane changes, overtaking, etc. However, this function needs to wait until September this year to achieve standard configuration through OTA upgrade.<img src=\"https://static.tigerbbs.com/f093ae5e37ed31f3ff66e7fe8836395a\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\">Ideal NOA, picture source Li Auto official Weibo</p><p>Compared with the software and hardware upgrades of the automatic assisted driving function of stacking materials, Ideal has only made small-scale and unsatisfactory adjustments to other hardware aspects.</p><p>For the 2021 Ideal ONE, the 1.2 T three-cylinder engine from domestically produced Dongan Power is retained in terms of power system, and only the motor is replaced with a three-in-ONE motor. Due to the smaller size of the motor, some space is saved for the vehicle's fuel tank, and the volume of the fuel tank is expanded from the previous 45 liters to 55 liters.</p><p>In addition to volume, in terms of fuel consumption, Li Xiang also said that efficiency has been optimized, so that in fuel mode, the thermal engine fuel consumption under NEDC working conditions has been reduced from 8.3 L/100km of the old model to 6.05 L/100km.</p><p>Due to the characteristics of extended range, this upgrade has also greatly improved the cruising range.</p><p>According to Li Xiang, the cruising range of the vehicle under NEDC conditions has increased from the previous 800 kilometers to 1,080 kilometers, and the cruising range under more demanding WLTC conditions has also increased from the old model's 620 kilometers to 890 kilometers. Regarding this upgrade, Li Xiang said confidently: \"The new Ideal ONE is definitely top-notch among four-wheel drive medium and large SUVs.\"</p><p>Although Li Xiang is satisfied with it, the old car owners don't buy it. According to Wired Travel, the ideal old 1.2 T three-cylinder engine has always been the focus of old car owners' complaints-when the vehicle speed reaches more than 120km/h, the \"roar\" of the three-cylinder engine, together with tire noise and wind noise, will have a greater impact on the quietness of the cabin.</p><p>As a result, many ideal car owners will report this situation to ideal officials, hoping to improve this problem. But for now, Ideal has not improved this problem in the facelifted model.</p><p>In addition, Ideal has also made some adjustments to the steering wheel, seats and interior space.</p><p>The buttons on the new steering wheel have been adjusted from the original Xiaomi remote control to the chrome-plated and toggle design with the same specifications as Mercedes-Benz, which is more refined than the old model in terms of look and feel.</p><p>In terms of seats, the new Ideal ONE adds seat massage and electric lumbar support designs to the first and second rows of seats, and thickens the filling in the seats, which improves the riding experience to a certain extent. In addition, the 2021 Ideal ONE will only have a 6-seat version, and the 7-seat version will be cancelled.</p><p>On the eve of the press conference, the audience was pleasantly surprised to find that after a lot of materials, the final price of the 2021 Ideal ONE was only 10,000 yuan higher than that of the old model, which caused the audience to fall into cheers.<img src=\"https://static.tigerbbs.com/3307a23dca59856293fdb7390c438f3b\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE price</p><p>However, the ideal of just releasing a new model is also very challenging and stressful.</p><p>New report card, color geometry?</p><p>Once upon a time, the ideal performance data was still standing on the altar.</p><p>According to Ideal's public data, in the first quarter after the official release of Ideal ONE, that is, the first quarter of 2020, Ideal took the lead in achieving a positive gross profit margin of 8.02% among the \"three car-making brothers\". At that time, Nio and XPeng's gross profit margins during the same period were still negative,-12.21% and-4.82% respectively.</p><p>Then, in the fourth quarter of last year, Ideal once again took the lead in achieving a small profit than Nio and XPeng. According to the ideal financial report data, the net profit in Q4 2020 turned positive to 108 million yuan, and the gross profit margin continued to maintain the first place among the three companies at 17.47%.<img src=\"https://static.tigerbbs.com/423b24315b5a321077fbef96d1030b23\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\">Q4 net profit and gross profit margin of Li Auto, Nio and XPeng Automobile in 2020, data from Wind, connected travel mapping</p><p>In contrast, Nio and XPeng had net losses of 1.492 billion yuan and 787 million yuan in Q4 2020. Because of this gap, after Ideal released financial data at the end of February this year, its stock price once soared by more than 11%, and car companies also became the focus of attention in the industry at that time.</p><p>However, with the release of the financial report for the first quarter of this year, the ideal performance began to step down from the altar.</p><p>According to the ideal financial report data, the revenue in the first quarter of 2021 will be 3.58 billion yuan, an increase of 319.8% compared with the same period in 2020; In terms of net loss, it reached 360 million yuan in the first quarter of this year, an increase of 366.9% year-on-year.</p><p>If we look at the month-on-month data, Ideal shows a downward trend in terms of revenue and net profit. Data shows that revenue fell by 13.79% from the fourth quarter of last year, and net profit fell by 434.71% from the fourth quarter of last year. This is also the second time that Ideal has turned into a loss after making a small profit in the fourth quarter of last year.</p><p>Compared with Ideal's decline in both revenue and net profit, Nio and XPeng performed better.</p><p>According to Wind data, Nio's revenue in the first quarter of this year was 6.641 billion yuan, a quarter-on-quarter increase of 20.2%; XPeng's corresponding revenue was 2.951 billion yuan, a month-on-month increase of 3.49%. In terms of net profit, although Nio and XPeng are still at a loss, they have narrowed by 0.11% compared with XPeng, and Nio has narrowed by 68.2%.</p><p>The reason for the decline in both ideal revenue and net profit has a lot to do with the decline in sales. Although 125.79 million Ideal ONEs were delivered in the first quarter of this year, it decreased by 13% compared with the fourth quarter of last year; On the other hand, Nio and XPeng delivered 20,060 vehicles and 13,340 vehicles in the first quarter, an increase of 15.6% and 2.9% respectively.</p><p>Compared with the financial report data of the \"Three Brothers\", the gross profit margin that Ideal has always been proud of is also losing its advantage.</p><p>In the first quarter of 2021, the gross profit margins of Ideal, Nio and XPeng were 17.25%, 19.48% and 11.18% respectively. It can be seen that the gross profit margin of Ideal has dropped from the first of the three in the fourth quarter of last year to the second place. Not only that, Ideal is also one of the three car companies whose gross profit margin has declined.<img src=\"https://static.tigerbbs.com/3e98a0d2d86ae980f166885ae3675ad2\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Gross profit margins of Nio, XPeng Automobile and Li Auto in 2020Q4 and 2021Q1, data comes from financial reports, online travel mapping</p><p>The gross profit margins of Nio and XPeng in the first quarter increased by 69% and 51.5% respectively compared with the fourth quarter of last year, while the gross profit margins of Ideal in the first quarter decreased by 1.3%.</p><p>Regarding the decline in gross profit margin, the ideal official explained in the financial report that it was due to the decline in the average selling price caused by the promotional activities carried out in the first quarter of this year. But from the perspective of the industry, this also has something to do with Ideal's launch of a new version of Ideal ONE. After all, it is necessary to catch up with the June release plan. The production of this model has already started in the first quarter, and its stacking has pushed up to a certain extent. overall cost.</p><p>The cost has become higher, but also because of the increase in research and development expenses.</p><p>According to financial report data, ideal research and development expenses in the first quarter of 2021 were 514.5 million yuan, an increase of 37.5% from 374.2 million yuan in the fourth quarter of last year. In contrast, Nio's R&D expenses in the first quarter were 687 million yuan, a decrease of 17.1% from the previous quarter; XPeng's same expenses in the first quarter were 535 million yuan, a year-on-year increase of 16.3%.</p><p>In this regard, the ideal explanation is that the company has increased its investment in new models and personnel, which is mainly to supplement the autonomous driving business. According to Li Xiang's introduction at the press conference, the company's autonomous driving team had only 60 people in September last year, but now the team has expanded to 300 people and will increase to 600 people by the end of the year.</p><p>Also significantly increased were selling, general and administrative expenses (hereinafter referred to as the \"three expenses\"). According to financial report data, Ideal's project cost in the first quarter of this year was 509.9 million yuan, an increase of 18.8% from the fourth quarter of last year. In contrast, Nio and XPeng saw a month-on-month decrease of 0.8% and 21% respectively.<img src=\"https://static.tigerbbs.com/377dee369764c199a28fdb65951fd190\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Nio, XPeng Automobile and Li Auto 2020Q4 and 2021Q1 R&D expenses and sales, general and administrative expenses, data comes from financial reports, online travel mapping</p><p>Compared with before, the expenses in these two aspects can be said to have increased considerably, and this growth, in the eyes of the industry, is the ideal beginning to make up for the shortcomings in the field of autonomous driving and sales channels.</p><p>Looking at it now, Ideal is no longer \"stingy\", nor is it the most economical one among the \"three brothers\". Whether it's stacking materials on facelifted models or \"making up lessons\" on autonomous driving and sales channels, Ideal has begun to spend a lot of money on it.</p><p>It can be seen from the financial report data that Ideal's cash equivalent balance in the first quarter of this year was 30.36 billion yuan, while Nio and XPeng's figures were 47.5 billion yuan and 36.2 billion yuan. In contrast, Ideal has become the car company with the least money.</p><p>Such an ending, perhaps the ideal is not like seeing it, but it has to do it.</p><p>Pile materials, make up lessons, have to be done</p><p>What does it mean to launch only one model in three years for the current new energy vehicle industry?</p><p>For this question, many people in the industry gave basically the same answer to Connected Travel-it's slow. It is normal for the industry to have such a view.</p><p>Three years have passed since Ideal released its first model, Ideal ONE, in October 2018. Although it has launched a facelifted Ideal ONE, it cannot hide the embarrassment that it still has only ONE model. Looking back at the other two \"Three Brothers\", Nio has launched four models, followed by XPeng with three models.<img src=\"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE</p><p>In contrast, Ideal is visibly slow in vehicle development. Besides, ideals are also under siege.</p><p>Before December last year, if extended-range technology was to be mentioned, only Ideal had the right to speak in this respect, but with the entry of new players, this pattern was broken. On December 18, 2020, Lantu Automobile released its first model, Lantu FREE. According to the official introduction, this model will use two power solutions: pure electric and extended-range electric.</p><p>By this year, more players have chosen to extend their range. In February this year, Geely Automobile disclosed a patent related to the \"extended-range vehicle control scheme\", which is another move after it announced last year that it would launch extended-range vehicles this year.</p><p>At this year's Shanghai Auto Show, Cyrus also launched its first extended-range electric vehicle, which uses the new \"Hump Intelligent Extended Range System\" jointly developed by it and Huawei.</p><p>Faced with the menacing siege of new entrants such as Geely and Huawei, Li Auto co-founder Shen Yanan speculated that by 2030, there may be less than 10 car brands left in the world, and there will be 3 car companies in the Chinese market. Occupying the vast majority of the share, he hopes that Ideal can become the third one.</p><p>To this end, Ideal has begun to accelerate the research and development of vehicle models.</p><p>According to the ideal plan, starting from 2022, at least two new products will be released every year, so that by 2024, the products will cover the price range of 150,000-500,000 yuan, and the annual sales target will be \"hundreds of thousands of vehicles\". In order to break through, Ideal also stated that it will launch a pure electric model in 2023.</p><p>Looking closely at this timetable, we can find a problem-the new model plan starts as early as 2022, which means that there will be a product \"window period\" this year.</p><p>Ideal naturally saw this problem internally. In order to fill this loophole and attract new consumers at the same time, Ideal launched a facelifted Ideal ONE, and had to spend costs to pile materials for it.</p><p>In addition to being slow in vehicle development, Ideal is also lagging behind in autonomous driving technology, so that it has to start to \"make up lessons\" in this respect.</p><p>In the current field of new energy vehicle manufacturing, intelligence has become an important indicator to measure the capabilities of car companies. Among them, Nio rushed to launch NOP, an automatic driving assistance function based on navigation and high-precision maps, in 2020; XPeng Automobile is famous for its full-stack self-research. It not only delivers NGP with similar functions, but also launches full-scenario voice interaction capabilities in the car.<img src=\"https://static.tigerbbs.com/a0599966b009e5b7c1ad1c78e24afca4\" tg-width=\"1000\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Compared with the full-stack self-research of Nio and XPeng, Ideal is limited by capital reserves and chooses to use suppliers' integrated solutions in both autonomous driving and smart cockpits. In terms of automatic assisted driving, Mobileye's chip algorithm integration solution is adopted; In terms of voice interaction in the smart cockpit, Tencent's products are ideally selected to realize the functions.</p><p>Based on this difference, Ideal was almost in a state of \"losing its voice\" in terms of vehicle intelligence before that.</p><p>The change occurred in the 2021 Ideal ONE, which not only allows the vehicle to achieve NOA and full-scenario voice interaction capabilities with the help of hardware upgrades and high-precision maps; At the same time, after supplementing the R&D team, self-research has been achieved in perception, decision-making and operating system LIOS.</p><p>Through a series of stacking materials and \"remedial lessons\", although Ideal has made up for the previous missing shortcomings to a certain extent, it is undeniable that there is still a gap between Ideal and Nio and XPeng in terms of the number of models and the level of intelligence. Such shortcomings are also reflected in sales channels and production capacity.</p><p>At the end of February this year, Li Auto released an internal company letter, in which it announced its latest strategy-to achieve sales of 1.6 million vehicles in 2025. However, it is difficult to realize this strategy based on the data given by the ideal.</p><p>As of the end of November last year, Ideal had a total of 45 sales centers across the country. According to the announced monthly sales volume of 100 vehicles in a single store in September last year, it will take 29 years to achieve this goal. As a result, Ideal has increased sales and management expenses and accelerated the replenishment of sales channels.</p><p>According to Shen Yanan's statement at the financial report meeting, the number of ideal national sales centers will expand to 200 by the end of the year. According to the current 75 stores, it means that in the remaining half a year, Li Auto will expand its channels at twice the speed.</p><p>In terms of production capacity, to achieve the goal of \"1.6 million vehicles\", the current production capacity of 100,000 vehicles/year is far from enough. According to the financial report, the new workshop of Li Auto Changzhou factory is expected to be completed in 2022, when the annual production capacity will increase to 200,000 vehicles.<img src=\"https://static.tigerbbs.com/d74b6f08de9cf7ea571fe46658b296c1\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Changzhou factory, Li Auto, source Li Auto official Weibo</p><p>In contrast, Nio and XPeng currently have 234 and 178 stores nationwide respectively, and the number of both stores will reach about 300 by the end of this year. In terms of production capacity, Nio's current production capacity is 120,000 vehicles/year, and it is still expanding new factories. After production, the production capacity will reach 1 million vehicles/year, while XPeng will reach 400,000 vehicles/year by the end of this year.</p><p>Perhaps to make up for the production capacity gap, according to Future Auto Daily, Ideal is also trying to take over the Beijing Hyundai No. 1 factory that has been shut down for two years. Subsequently, the ideal side quickly responded with \"no news received, no comment\".</p><p>Looking at it now, piling up materials and making up lessons is what ideal has to do. For the industry that has become a red ocean at present, the ideal needs to be faster.</p>","source":"lsy1608175660462","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>The ideal is slow, so I have to \"pile materials\"</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\">\nThe ideal is slow, so I have to \"pile materials\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">连线出行</strong><span class=\"h-time small\">2021-05-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A press conference and a report card made Li Auto the focus of the automotive circle at the end of May.</p><p>After more than three years, Li Auto CEO Li Xiang once again stood in the center of the podium. This Wednesday night, the 2021 Li Auto Spring Conference was held at the Beijing R&D headquarters. Li Xiang released the 2021 Ideal ONE, which is also an important upgrade and facelift of the Ideal ONE released in 2019.<img src=\"https://static.tigerbbs.com/07c11b172ab82e165ba6f156f284420e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">Li Auto CEO Li Xiang releases new Ideal ONE</p><p>Compared with the old model, the 2021 Ideal ONE has made corresponding adjustments and upgrades in terms of extended-range structure, vehicle interior and appearance and other hardware parts, and automatic assisted driving software and hardware.</p><p>After the model was released, it received some praise and some doubts. Some people feel that Ideal's new model is more competitive, while others feel that Ideal is losing its character and becoming mediocre.</p><p>Li Auto chose a maverick path at the beginning of its establishment-when many car companies chose the pure electric route, they chose the extended-range route in another way, and said that they would further optimize the system to make the ideal ONE a \"smart electric vehicle that satisfies consumers\".</p><p>In this upgrade, Ideal only made minor changes to the extended-range system, but piled up materials in automatic assisted driving. It not only added an 8-megapixel camera and multiple millimeter-wave radars, but also launched NOA and Ideal OS and other software systems.</p><p>Even so, the upgraded Ideal ONE does not have much advantage over its competitors in terms of autonomous driving.</p><p>This upgrade also caused dissatisfaction among some car owners. Some new car owners said that they just bought the old model not long ago, and now the 2021 model has been released. The configuration has been upgraded a lot, and the price is only 10,000 more expensive than the old model.</p><p>However, for Ideal, it has to do this. Faced with fierce competition, it is under a lot of pressure and needs to rely on an upgrade to attract consumers.</p><p>Just the day after the press conference, Ideal released financial data for the first quarter of 2021. The data showed that in the first quarter of this year, Ideal achieved revenue of 3.85 billion yuan, a year-on-year increase of 319.8%, but a quarter-on-quarter decrease of 14.6%; In terms of net profit, after achieving a small profit in the fourth quarter of last year, Ideal returned to a loss of 360 million yuan in the first quarter of this year.<img src=\"https://static.tigerbbs.com/1f953ef07e3c16565033e233e5d6fd01\" tg-width=\"903\" tg-height=\"676\" referrerpolicy=\"no-referrer\">Li Auto's performance in the first quarter of 2021, screenshot from financial report</p><p>Even the gross profit margin that Ideal is proud of only increased by 0.2%, falling from the first place among the \"three car-making brothers\" to the second position. In addition, in terms of cash equivalents, it also fell from the top of the three brothers to the bottom.</p><p>As far as Li Xiang, a product manager, is concerned, he naturally understands this development logic. However, for Li Auto, which has been trapped in the rapid development of its industry and is a few steps slow in terms of the number of models and technology, stacking may be the most convenient way to attract consumers.</p><p>So, will stacking materials make the ideal lose its character, or will it be more competitive?</p><p>Can the new Ideal ONE \"fight\"?</p><p>\"How to build a smart electric car that makes the family happier?\"</p><p>After taking out a series of foreshadowings such as car owner evaluations and good-looking sales report cards, Li Xiang may have felt that the atmosphere of the press conference had also been adjusted to the best state, so he used this sentence to make the press conference smoothly transition to the official release link.</p><p>People who are familiar with Ideal will remember that at the press conference of Ideal ONE's debut three years ago, Li Xiang used a similar sentence as the opening quotation, and said that he would use the extended range to make a range-free, family-friendly electric vehicle for consumers to realize his ideal of making an electric vehicle.<img src=\"https://static.tigerbbs.com/b9f5e3a055121dd0ad37c25a5112717e\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">2018 Ideal Press Conference, Source Li Auto Official Weibo</p><p>At that time, due to the choice of extended range, which is different from the pure electric route, as the power mode, Ideal became an \"heterogeneous\" in the industry. Despite this, after ideal shows consumer-centered product design, some consumers have become fans of this car company.</p><p>\"Compared with the press conferences of other car companies, the ideal press conference at that time felt like communicating with consumers, rather than simply releasing products. Based on this, I think the ideal press conference has characteristics.\" Fang Hui, the owner of Ideal ONE, said this to Connected Travel.</p><p>Three years later, although Li Xiang still said the same things, times have changed, and at this press conference, Ideal began to learn from competing products and started piling up materials.</p><p>In Fang Hui's view, Ideal's press conference is not much different from that of other car companies.</p><p>The software and hardware upgrade of automatic assisted driving has become the focus of this conference, and Li Xiang spent almost half of the conference introducing it.</p><p>First of all, in terms of autonomous driving chips, the new Ideal ONE is not equipped with the Mobileye Q4 chip that has been used all the time, but has been replaced with the Journey 3 chip from Horizon. From the perspective of computing power alone, the total computing power of the new Ideal ONE It is 10TOPS, which doubles the computing power of the old model.</p><p>However, if its computing power is compared at the industry level, it is slightly insufficient.</p><p>Looking at the entire industry, Tesla took the lead in realizing self-developed chips. The computing power of its FSD HW3.0 chip has reached 144TOPS. Although Nio and XPeng still use Nvidia's chips, the total computing power of ET7 and P7 has also reached 1016TOPS and 30TOPS.<img src=\"https://static.tigerbbs.com/7171e2c54dbbd457657e24a3f99264c6\" tg-width=\"1061\" tg-height=\"246\" referrerpolicy=\"no-referrer\">The chip situation of Tesla, Nio, XPeng and Ideal models, the data comes from public information, connected travel mapping</p><p>\"Chips represent the computing power of vehicles and the ability to deal with problems. It has become an industry consensus that car companies pay attention to chips.\" Zhao Qiang, an expert from the Industrial Information Automotive Research Think Tank, told Future Automobile Daily.</p><p>For the arms race of autonomous driving, in addition to chips, the supporting hardware is also crucial. In order to seize the leading position, XPeng took the lead in adopting the lidar solution in the new P5 model. The number of vehicle sensors reached 32, and Nio surpassed it, equipping the ET7 with 33 high-performance sensing hardware.</p><p>Under this competitive landscape, Ideal has also started the stacking mode.</p><p>According to the official introduction, the new Ideal ONE uses the world's first mass-produced and delivered 8-megapixel visual recognition camera, and the recognition accuracy can reach 4K level. In terms of millimeter-wave radars, the number has also been increased from the previous one to five.</p><p>Overall, the number of sensors in the 2021 Ideal ONE has reached 22, which is far behind Nio and XPeng.</p><p>In addition, in terms of software, Ideal also launched its own software system at this conference for the NOA (navigation on autopilot) function used by Tesla, Nio and XPeng.</p><p>It is worth noting that the ideal NOA function is also paired with the high-precision map provided by Amap, allowing its functions to cover scenarios including passing ramps, tunnels, automatic lane changes, overtaking, etc. However, this function needs to wait until September this year to achieve standard configuration through OTA upgrade.<img src=\"https://static.tigerbbs.com/f093ae5e37ed31f3ff66e7fe8836395a\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\">Ideal NOA, picture source Li Auto official Weibo</p><p>Compared with the software and hardware upgrades of the automatic assisted driving function of stacking materials, Ideal has only made small-scale and unsatisfactory adjustments to other hardware aspects.</p><p>For the 2021 Ideal ONE, the 1.2 T three-cylinder engine from domestically produced Dongan Power is retained in terms of power system, and only the motor is replaced with a three-in-ONE motor. Due to the smaller size of the motor, some space is saved for the vehicle's fuel tank, and the volume of the fuel tank is expanded from the previous 45 liters to 55 liters.</p><p>In addition to volume, in terms of fuel consumption, Li Xiang also said that efficiency has been optimized, so that in fuel mode, the thermal engine fuel consumption under NEDC working conditions has been reduced from 8.3 L/100km of the old model to 6.05 L/100km.</p><p>Due to the characteristics of extended range, this upgrade has also greatly improved the cruising range.</p><p>According to Li Xiang, the cruising range of the vehicle under NEDC conditions has increased from the previous 800 kilometers to 1,080 kilometers, and the cruising range under more demanding WLTC conditions has also increased from the old model's 620 kilometers to 890 kilometers. Regarding this upgrade, Li Xiang said confidently: \"The new Ideal ONE is definitely top-notch among four-wheel drive medium and large SUVs.\"</p><p>Although Li Xiang is satisfied with it, the old car owners don't buy it. According to Wired Travel, the ideal old 1.2 T three-cylinder engine has always been the focus of old car owners' complaints-when the vehicle speed reaches more than 120km/h, the \"roar\" of the three-cylinder engine, together with tire noise and wind noise, will have a greater impact on the quietness of the cabin.</p><p>As a result, many ideal car owners will report this situation to ideal officials, hoping to improve this problem. But for now, Ideal has not improved this problem in the facelifted model.</p><p>In addition, Ideal has also made some adjustments to the steering wheel, seats and interior space.</p><p>The buttons on the new steering wheel have been adjusted from the original Xiaomi remote control to the chrome-plated and toggle design with the same specifications as Mercedes-Benz, which is more refined than the old model in terms of look and feel.</p><p>In terms of seats, the new Ideal ONE adds seat massage and electric lumbar support designs to the first and second rows of seats, and thickens the filling in the seats, which improves the riding experience to a certain extent. In addition, the 2021 Ideal ONE will only have a 6-seat version, and the 7-seat version will be cancelled.</p><p>On the eve of the press conference, the audience was pleasantly surprised to find that after a lot of materials, the final price of the 2021 Ideal ONE was only 10,000 yuan higher than that of the old model, which caused the audience to fall into cheers.<img src=\"https://static.tigerbbs.com/3307a23dca59856293fdb7390c438f3b\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE price</p><p>However, the ideal of just releasing a new model is also very challenging and stressful.</p><p>New report card, color geometry?</p><p>Once upon a time, the ideal performance data was still standing on the altar.</p><p>According to Ideal's public data, in the first quarter after the official release of Ideal ONE, that is, the first quarter of 2020, Ideal took the lead in achieving a positive gross profit margin of 8.02% among the \"three car-making brothers\". At that time, Nio and XPeng's gross profit margins during the same period were still negative,-12.21% and-4.82% respectively.</p><p>Then, in the fourth quarter of last year, Ideal once again took the lead in achieving a small profit than Nio and XPeng. According to the ideal financial report data, the net profit in Q4 2020 turned positive to 108 million yuan, and the gross profit margin continued to maintain the first place among the three companies at 17.47%.<img src=\"https://static.tigerbbs.com/423b24315b5a321077fbef96d1030b23\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\">Q4 net profit and gross profit margin of Li Auto, Nio and XPeng Automobile in 2020, data from Wind, connected travel mapping</p><p>In contrast, Nio and XPeng had net losses of 1.492 billion yuan and 787 million yuan in Q4 2020. Because of this gap, after Ideal released financial data at the end of February this year, its stock price once soared by more than 11%, and car companies also became the focus of attention in the industry at that time.</p><p>However, with the release of the financial report for the first quarter of this year, the ideal performance began to step down from the altar.</p><p>According to the ideal financial report data, the revenue in the first quarter of 2021 will be 3.58 billion yuan, an increase of 319.8% compared with the same period in 2020; In terms of net loss, it reached 360 million yuan in the first quarter of this year, an increase of 366.9% year-on-year.</p><p>If we look at the month-on-month data, Ideal shows a downward trend in terms of revenue and net profit. Data shows that revenue fell by 13.79% from the fourth quarter of last year, and net profit fell by 434.71% from the fourth quarter of last year. This is also the second time that Ideal has turned into a loss after making a small profit in the fourth quarter of last year.</p><p>Compared with Ideal's decline in both revenue and net profit, Nio and XPeng performed better.</p><p>According to Wind data, Nio's revenue in the first quarter of this year was 6.641 billion yuan, a quarter-on-quarter increase of 20.2%; XPeng's corresponding revenue was 2.951 billion yuan, a month-on-month increase of 3.49%. In terms of net profit, although Nio and XPeng are still at a loss, they have narrowed by 0.11% compared with XPeng, and Nio has narrowed by 68.2%.</p><p>The reason for the decline in both ideal revenue and net profit has a lot to do with the decline in sales. Although 125.79 million Ideal ONEs were delivered in the first quarter of this year, it decreased by 13% compared with the fourth quarter of last year; On the other hand, Nio and XPeng delivered 20,060 vehicles and 13,340 vehicles in the first quarter, an increase of 15.6% and 2.9% respectively.</p><p>Compared with the financial report data of the \"Three Brothers\", the gross profit margin that Ideal has always been proud of is also losing its advantage.</p><p>In the first quarter of 2021, the gross profit margins of Ideal, Nio and XPeng were 17.25%, 19.48% and 11.18% respectively. It can be seen that the gross profit margin of Ideal has dropped from the first of the three in the fourth quarter of last year to the second place. Not only that, Ideal is also one of the three car companies whose gross profit margin has declined.<img src=\"https://static.tigerbbs.com/3e98a0d2d86ae980f166885ae3675ad2\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Gross profit margins of Nio, XPeng Automobile and Li Auto in 2020Q4 and 2021Q1, data comes from financial reports, online travel mapping</p><p>The gross profit margins of Nio and XPeng in the first quarter increased by 69% and 51.5% respectively compared with the fourth quarter of last year, while the gross profit margins of Ideal in the first quarter decreased by 1.3%.</p><p>Regarding the decline in gross profit margin, the ideal official explained in the financial report that it was due to the decline in the average selling price caused by the promotional activities carried out in the first quarter of this year. But from the perspective of the industry, this also has something to do with Ideal's launch of a new version of Ideal ONE. After all, it is necessary to catch up with the June release plan. The production of this model has already started in the first quarter, and its stacking has pushed up to a certain extent. overall cost.</p><p>The cost has become higher, but also because of the increase in research and development expenses.</p><p>According to financial report data, ideal research and development expenses in the first quarter of 2021 were 514.5 million yuan, an increase of 37.5% from 374.2 million yuan in the fourth quarter of last year. In contrast, Nio's R&D expenses in the first quarter were 687 million yuan, a decrease of 17.1% from the previous quarter; XPeng's same expenses in the first quarter were 535 million yuan, a year-on-year increase of 16.3%.</p><p>In this regard, the ideal explanation is that the company has increased its investment in new models and personnel, which is mainly to supplement the autonomous driving business. According to Li Xiang's introduction at the press conference, the company's autonomous driving team had only 60 people in September last year, but now the team has expanded to 300 people and will increase to 600 people by the end of the year.</p><p>Also significantly increased were selling, general and administrative expenses (hereinafter referred to as the \"three expenses\"). According to financial report data, Ideal's project cost in the first quarter of this year was 509.9 million yuan, an increase of 18.8% from the fourth quarter of last year. In contrast, Nio and XPeng saw a month-on-month decrease of 0.8% and 21% respectively.<img src=\"https://static.tigerbbs.com/377dee369764c199a28fdb65951fd190\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Nio, XPeng Automobile and Li Auto 2020Q4 and 2021Q1 R&D expenses and sales, general and administrative expenses, data comes from financial reports, online travel mapping</p><p>Compared with before, the expenses in these two aspects can be said to have increased considerably, and this growth, in the eyes of the industry, is the ideal beginning to make up for the shortcomings in the field of autonomous driving and sales channels.</p><p>Looking at it now, Ideal is no longer \"stingy\", nor is it the most economical one among the \"three brothers\". Whether it's stacking materials on facelifted models or \"making up lessons\" on autonomous driving and sales channels, Ideal has begun to spend a lot of money on it.</p><p>It can be seen from the financial report data that Ideal's cash equivalent balance in the first quarter of this year was 30.36 billion yuan, while Nio and XPeng's figures were 47.5 billion yuan and 36.2 billion yuan. In contrast, Ideal has become the car company with the least money.</p><p>Such an ending, perhaps the ideal is not like seeing it, but it has to do it.</p><p>Pile materials, make up lessons, have to be done</p><p>What does it mean to launch only one model in three years for the current new energy vehicle industry?</p><p>For this question, many people in the industry gave basically the same answer to Connected Travel-it's slow. It is normal for the industry to have such a view.</p><p>Three years have passed since Ideal released its first model, Ideal ONE, in October 2018. Although it has launched a facelifted Ideal ONE, it cannot hide the embarrassment that it still has only ONE model. Looking back at the other two \"Three Brothers\", Nio has launched four models, followed by XPeng with three models.<img src=\"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE</p><p>In contrast, Ideal is visibly slow in vehicle development. Besides, ideals are also under siege.</p><p>Before December last year, if extended-range technology was to be mentioned, only Ideal had the right to speak in this respect, but with the entry of new players, this pattern was broken. On December 18, 2020, Lantu Automobile released its first model, Lantu FREE. According to the official introduction, this model will use two power solutions: pure electric and extended-range electric.</p><p>By this year, more players have chosen to extend their range. In February this year, Geely Automobile disclosed a patent related to the \"extended-range vehicle control scheme\", which is another move after it announced last year that it would launch extended-range vehicles this year.</p><p>At this year's Shanghai Auto Show, Cyrus also launched its first extended-range electric vehicle, which uses the new \"Hump Intelligent Extended Range System\" jointly developed by it and Huawei.</p><p>Faced with the menacing siege of new entrants such as Geely and Huawei, Li Auto co-founder Shen Yanan speculated that by 2030, there may be less than 10 car brands left in the world, and there will be 3 car companies in the Chinese market. Occupying the vast majority of the share, he hopes that Ideal can become the third one.</p><p>To this end, Ideal has begun to accelerate the research and development of vehicle models.</p><p>According to the ideal plan, starting from 2022, at least two new products will be released every year, so that by 2024, the products will cover the price range of 150,000-500,000 yuan, and the annual sales target will be \"hundreds of thousands of vehicles\". In order to break through, Ideal also stated that it will launch a pure electric model in 2023.</p><p>Looking closely at this timetable, we can find a problem-the new model plan starts as early as 2022, which means that there will be a product \"window period\" this year.</p><p>Ideal naturally saw this problem internally. In order to fill this loophole and attract new consumers at the same time, Ideal launched a facelifted Ideal ONE, and had to spend costs to pile materials for it.</p><p>In addition to being slow in vehicle development, Ideal is also lagging behind in autonomous driving technology, so that it has to start to \"make up lessons\" in this respect.</p><p>In the current field of new energy vehicle manufacturing, intelligence has become an important indicator to measure the capabilities of car companies. Among them, Nio rushed to launch NOP, an automatic driving assistance function based on navigation and high-precision maps, in 2020; XPeng Automobile is famous for its full-stack self-research. It not only delivers NGP with similar functions, but also launches full-scenario voice interaction capabilities in the car.<img src=\"https://static.tigerbbs.com/a0599966b009e5b7c1ad1c78e24afca4\" tg-width=\"1000\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Compared with the full-stack self-research of Nio and XPeng, Ideal is limited by capital reserves and chooses to use suppliers' integrated solutions in both autonomous driving and smart cockpits. In terms of automatic assisted driving, Mobileye's chip algorithm integration solution is adopted; In terms of voice interaction in the smart cockpit, Tencent's products are ideally selected to realize the functions.</p><p>Based on this difference, Ideal was almost in a state of \"losing its voice\" in terms of vehicle intelligence before that.</p><p>The change occurred in the 2021 Ideal ONE, which not only allows the vehicle to achieve NOA and full-scenario voice interaction capabilities with the help of hardware upgrades and high-precision maps; At the same time, after supplementing the R&D team, self-research has been achieved in perception, decision-making and operating system LIOS.</p><p>Through a series of stacking materials and \"remedial lessons\", although Ideal has made up for the previous missing shortcomings to a certain extent, it is undeniable that there is still a gap between Ideal and Nio and XPeng in terms of the number of models and the level of intelligence. Such shortcomings are also reflected in sales channels and production capacity.</p><p>At the end of February this year, Li Auto released an internal company letter, in which it announced its latest strategy-to achieve sales of 1.6 million vehicles in 2025. However, it is difficult to realize this strategy based on the data given by the ideal.</p><p>As of the end of November last year, Ideal had a total of 45 sales centers across the country. According to the announced monthly sales volume of 100 vehicles in a single store in September last year, it will take 29 years to achieve this goal. As a result, Ideal has increased sales and management expenses and accelerated the replenishment of sales channels.</p><p>According to Shen Yanan's statement at the financial report meeting, the number of ideal national sales centers will expand to 200 by the end of the year. According to the current 75 stores, it means that in the remaining half a year, Li Auto will expand its channels at twice the speed.</p><p>In terms of production capacity, to achieve the goal of \"1.6 million vehicles\", the current production capacity of 100,000 vehicles/year is far from enough. According to the financial report, the new workshop of Li Auto Changzhou factory is expected to be completed in 2022, when the annual production capacity will increase to 200,000 vehicles.<img src=\"https://static.tigerbbs.com/d74b6f08de9cf7ea571fe46658b296c1\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Changzhou factory, Li Auto, source Li Auto official Weibo</p><p>In contrast, Nio and XPeng currently have 234 and 178 stores nationwide respectively, and the number of both stores will reach about 300 by the end of this year. In terms of production capacity, Nio's current production capacity is 120,000 vehicles/year, and it is still expanding new factories. After production, the production capacity will reach 1 million vehicles/year, while XPeng will reach 400,000 vehicles/year by the end of this year.</p><p>Perhaps to make up for the production capacity gap, according to Future Auto Daily, Ideal is also trying to take over the Beijing Hyundai No. 1 factory that has been shut down for two years. Subsequently, the ideal side quickly responded with \"no news received, no comment\".</p><p>Looking at it now, piling up materials and making up lessons is what ideal has to do. For the industry that has become a red ocean at present, the ideal needs to be faster.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/Rz5rAn-IF5cbChC02QI2Pw\">连线出行</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313","relate_stocks":{"LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/Rz5rAn-IF5cbChC02QI2Pw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179839264","content_text":"一场发布会、一份成绩单,让理想汽车成为了五月末汽车圈中的焦点。时隔三年多,理想汽车CEO李想再次站到了演讲台中央。本周三晚,在北京研发总部举行2021理想汽车春季发布会,李想发布了2021款理想ONE,这也是对2019年发售的理想ONE的一次重要升级改款。理想汽车CEO李想发布新款理想ONE相比于老款,2021款理想ONE在增程式结构、车辆内饰和外观等硬件部分及自动辅助驾驶软硬件等方面都做了相应的调整和升级。该车型发布之后,得到了一些赞许,也出现了一些质疑声。有些人觉得理想的新款更有竞争力,有些人却觉得理想正在失去特色,变得平庸。理想汽车,在成立之初就选择了一条特立独行的道路——在众多车企选择纯电动路线之时,另辟蹊径选择了增程式路线,并表示会进一步优化该系统,使理想ONE成为一辆“让消费者满意的智能电动车”。而此次升级,理想对于增程式系统只做了较小的改动,而在自动辅助驾驶方面堆起了料,不仅添加了800万像素的摄像头和多颗毫米波雷达,同时还推出了NOA和理想OS等软件系统。即使如此,升级后的理想ONE,在自动驾驶水平上,和竞争对手相比,并不具备太大的优势。这次升级也引起了部分车主的不满,一部分新车主表示,刚刚买了旧款没多久,现在2021款就发布了,配置升级不少,价格只比旧款贵了1万。不过,对于理想来说,却不得不这么做,面对激烈的竞争,它的压力不小,需要靠一次升级来吸引消费者。就在发布会的次日,理想发布了2021年第一季度财务数据,数据显示今年一季度理想实现营收为38.5亿元,同比增长了319.8%,但环比却下降了14.6%;而在净利润方面,理想在去年四季度实现小幅盈利后,在今年一季度再次回归亏损之中为3.6亿元。理想汽车2021年一季度业绩情况,截图自财报甚至就连理想引以为傲的毛利率方面,也仅增长了0.2%,从之前位于“造车三兄弟”中首位跌落至第二的位置。此外,在现金等价物方面,也从三兄弟的首位落到末尾。以产品经理出身的李想而言,自然明白这一发展逻辑。但对于已被裹挟进行业发展激流中、在车型数量和技术上慢了几步的理想汽车来说,堆料可能是最便捷的吸引消费者的做法。那么,堆料会让理想失去特色,还是更有竞争力?新款理想ONE能“打”吗?“如何打造一辆让家庭更幸福的智能电动车?”通过拿出车主评价和好看的销量成绩单等一系列铺垫后,李想或许感受到发布会的气氛也被调整到最佳状态,于是用这句话让发布会平滑地过渡到了正式的发布环节。熟悉理想的人,会记得在三年前理想ONE首次亮相的发布会上,李想用了相似的一句话作为开场的引语,并表示要用增程式为广大消费者做一款没有里程焦虑、适合家庭的电动车,来实现自己做电动汽车的理想。2018年理想发布会,图源理想汽车官微彼时,由于选择了不同于纯电动路线的增程式作为动力模式,理想成为了行业内的“异类”。虽然这样,但在理想表现出以消费者为中心的产品设计后,还是有一些消费者成为了这家车企的拥趸。“相比于其他车企的发布会,当时理想的发布会就感觉是在和消费者沟通一样,而不是简单的发布产品,基于这点就认为理想的发布会是具有特点的。”理想ONE车主方辉这样对连线出行表示。三年后,李想虽然还说着同样的一些话,但时过境迁,在本次发布会上理想也开始学着竞品们开始堆料了。在方辉看来,理想这次的发布会和其他车企的并没有太大差别。自动辅助驾驶的软硬件升级,成为了本次发布会的重点,李想花了几乎半场发布会的时间来介绍。首先是自动驾驶芯片方面,新款理想ONe搭载的并不是一直使用的Mobileye Q4芯片,而是换成了来自地平线的征程3( Journey 3 )芯片,单从算力来看,新款理想ONE的总算力为10TOPS,相较于旧款的算力翻了一倍。但如果将其算力放在行业层面来对比,略显不足一些。放眼整个行业,特斯拉率先实现了自研芯片,其FSD HW3.0芯片的算力达到了144TOPS,蔚来和小鹏虽然依然使用英伟达旗下的芯片,但ET7和P7的总算力也达到了1016TOPS和30TOPS。特斯拉、蔚来、小鹏和理想旗下车型芯片情况,数据来源于公开资料,连线出行制图“芯片代表着车辆的计算能力以及处理问题能力的高低,车企注重芯片已经成为一个行业共识。”工信汽研智库专家赵强对未来汽车日报表示。对于自动驾驶这场军备竞赛而言,除了芯片之外,所配套的硬件也至关重要。为了抢占领先位置,小鹏在P5新车型上率先采用了激光雷达方案,整车传感器数量达到32个,蔚来更是将其超越,在ET7配备了33个高性能感知硬件。在此竞争格局下,理想也开启了堆料模式。根据官方介绍,新款理想ONE采用了全球首个量产交付的800万像素视觉识别摄像头,识别精度可以达到4K级别。而在毫米波雷达方面,也由此前的1个提升到5个。总体算下来,2021款理想ONE全身的传感器数量达到了22个,与蔚来和小鹏均有一定差距。此外,在软件方面,针对于特斯拉、蔚来和小鹏都应用的NOA(navigation on autopilot)功能,理想也在此次发布会上推出了自家的软件系统。值得注意的是,理想的NOA功能也搭配了高德地图提供的高精地图,使其功能覆盖包括通过匝道、隧道、自动变道、超车等场景。只不过,这一功能需要等到今年9月才能通过OTA升级实现标配。理想NOA,图源理想汽车官微相较于堆料的自动辅助驾驶功能软硬件升级,理想对于其他硬件方面可谓只做了小规模、且不如人意的调整。对于2021款理想ONE,在动力系统方面保留了来自国产东安动力的1.2T三缸发动机,只将电机更换为一台三合一电机。由于电机尺寸更小,为车辆的油箱节约出了一部分的空间,使得油箱的容积从之前的45升扩大到55升。除了容积之外,对于油耗方面,李想也表示做出了效率的优化,以至在燃油模式下,NEDC工况的热机油耗从老款的8.3L/100km降到6.05L/100km。由于增程式的特性,这一升级也让续航里程得到了大幅度的提升。据李想介绍,车辆在NEDC工况下的续航里程从之前的800公里增加到1080公里,更为苛刻的WLTC工况续航里程也从老款的620公里增加到了890公里。对此升级,李想自信的表示:“新款理想ONE,在四驱的中大型SUV里绝对是顶尖的。”虽然李想对其满意,但老车主们却并不买账。据连线出行了解,理想老款的1.2T三缸发动机一直都是老车主吐槽的重点——当车辆时速达到120km/h以上,三缸发动机的“嘶吼声”与胎噪、风噪一起,会对车舱内静谧性造成了较大的影响。以至于有很多理想车主会向理想官方反映这一情况,希望能改善这一问题。但就目前而言,理想并没有在改款车型中针对这一问题做出改善。除此之外,理想还对方向盘、座椅及车内空间做了些许调整。新款的方向盘上的按键从原来的小米遥控器,调整为与奔驰一样规格的镀铬和拨动的设计,从观感和手感上,都比老款更为精致一些。座椅方面,新款理想ONE在第一、二排座椅上都添加了座椅按摩和电动腰托的设计,并将座椅内的填充物进行了加厚,一定程度上提升了乘坐体验。此外,2021款理想ONE将只有6座版,取消7座版。这场发布会结束前夕,在场观众惊喜的发现,在一番堆料后2021款理想ONE最终售价仅比老款涨价一万元,以至于让场内一度陷入欢呼之中。2021款理想ONE售价不过,刚刚发布新款的理想,挑战和压力也很大。新成绩单,成色几何?曾几何时,理想的业绩数据还站在神坛之上。根据理想公开数据显示,就在理想ONE正式发售后的第一个季度,也就是2020年一季度,理想在“造车三兄弟”中率先实现了毛利率转正为8.02%,彼时蔚来和小鹏同期的毛利率依旧为负值,分别为-12.21%和-4.82%。紧接着,到了去年第四季度,理想再次比蔚来和小鹏率先实现了小幅度的盈利。据理想财报数据显示,2020年Q4净利润转正为1.08亿元,而在毛利率方面继续保持着三家的首位为17.47%。理想汽车、蔚来和小鹏汽车2020年Q4净利润和毛利率情况,数据来源于Wind,连线出行制图相比之下,蔚来和小鹏在2020年Q4净亏损为14.92亿元和7.87亿元。正因这样的差距,理想在今年2月底发布财务数据后,股价一度大涨超11%,该车企也成了彼时业内为之关注的焦点。然而随着今年第一季度财报的发布,理想的业绩开始走下神坛。据理想财报数据显示,2021年第一季度营收为35.8亿元,相较于2020年同期增长了319.8%;而在净亏损方面,今年一季度达到了3.6亿元,同比却扩大了366.9%。如果用环比数据来看,理想在营收和净利润方面均呈现下滑趋势。数据显示,营收方面环比去年四季度下降了13.79%,净利润方面更是环比下降了434.71%。这也是理想继去年四季度小幅盈利后,再次转入亏损之中。相比于理想在营收和净利润方面的双双下滑,蔚来和小鹏表现得更为优秀一些。据Wind数据显示,蔚来今年一季度营收为66.41亿元,环比增长20.2%;小鹏对应营收为29.51亿元,环比增长3.49%。在净利润方面,蔚来与小鹏虽然依然都处于亏损之中,但环比小鹏收窄了0.11%,蔚来更是收窄了68.2%。理想营收和净利润双双下滑的原因,与销量的下滑有很大关系。尽管今年一季度交付了12579万辆理想ONE,但环比去年四季度却减少了13%;反观蔚来和小鹏,一季度交付量为20060辆和13340辆,分别环比增长了15.6%和2.9%。对比“三兄弟”的财报数据,理想一直引以为傲的毛利率方面也在失去优势。2021年第一季度,理想、蔚来和小鹏三家的毛利率依次为17.25%、19.48%和11.18%,可见理想毛利率已从去年四季度的三家之首下降至第二位。不仅如此,理想也是三家之中毛利率出现下滑的车企。蔚来、小鹏汽车和理想汽车2020Q4与2021Q1毛利率情况,数据来源于财报,连线出行制图蔚来和小鹏一季度毛利率,相较于去年第四季度分别环比增长了69%和51.5%,而理想一季度毛利率却环比下降了1.3%。对于毛利率的下滑,理想官方在财报中解释为是由于今年一季度开展的促销活动导致平均售价下降所致。但在业内看来,这也与理想推出新版理想ONE有一定关系,毕竟要赶上6月发售的计划,一季度对该车型的生产已经开始,而对其堆料在一定程度上推高了整体成本。成本变高,还因为研发费用增加了。据财报数据显示,2021年一季度理想研发费用为5.145亿元,环比去年第四季度的3.742亿元增长了37.5%。相比之下,蔚来一季度研发费用为6.87亿元,环比降低了17.1%;小鹏一季度相同费用为5.35亿元,同比增长了16.3%。对此,理想方面的解释是由于公司在新款车型和人员等两方面的投入都进行了增加,这其中主要是对于自动驾驶业务进行补充。据李想在发布会上介绍,去年9月公司自动驾驶团队只有60人,而如今该团队已扩张到300人,到年底还要增加到600人。同样大幅增长的还有销售、一般及管理费用(以下简称“三费”)。据财报数据显示,理想今年一季度该项目费用为5.099亿元,环比去年四季度增长了18.8%。相比之下,蔚来和小鹏在该费用上却分别环比下降了0.8%和21%。蔚来、小鹏汽车和理想汽车2020Q4与2021Q1研发费用及销售、一般及管理费用情况,数据来源于财报,连线出行制图这两方面的花费,与之前相比可谓是有了相当大的增长,而这增长在业内看来,是理想在自动驾驶领域和销售渠道上开始补足短板。现在来看,理想已不再“抠门”,也不是“三兄弟”中最能省钱的一家了。无论在改款车型上堆料,还是在自动驾驶和销售渠道上“补课”,理想都开始为此大把花钱。从财报数据可以看到,理想今年一季度的现金等价物余额为303.6亿元,而蔚来和小鹏这一数字为475亿元和362亿元。相比之下,理想却成为了钱最少的一家车企。这样的结局,或许理想并不像看到,但它不得不去这样做。堆料、补课,不得不做三年只推出一款车型,对于目前的新能源汽车行业,意味着什么?对于这个问题,多位业内人士向连线出行给出了基本一致的回答——慢了。业内有这样的看法也很正常。自2018年10月理想发布首款车型理想ONE以来,三年过去了,虽然目前已推出了改款理想ONE,但也不能掩盖其旗下依然只有一款车型的尴尬。反观“三兄弟”其他两家,蔚来已推出了4款车型,小鹏紧随其后也有3款。2021款理想ONE这样对比之下,理想在车型研发方面肉眼可见的慢了。除此之外,理想也正在被围攻。去年12月之前,如果要提及增程式技术,只有理想一家对此方面有着话语权,但随着新玩家的入局,这样的格局被打破。2020年12月18日,岚图汽车发布了首款车型岚图FREE,据官方介绍该车型将采用纯电动和增程电动两种动力方案。到了今年,选择增程式的玩家变得更多。今年2月,吉利汽车公开了一项与“增程式汽车控制方案”相关的专利,这也是其在去年宣布要在今年推出增程式汽车后又一动作。而到了今年上海车展,赛利斯也推出了旗下的首款增程式电动汽车,该车型采用的是其与华为共同研发的全新“驼峰智能增程系统”。面对吉利、华为等新入局者来势汹汹的围攻,理想汽车联合创始人沈亚楠推测,到2030年,全世界可能只剩下不到10个汽车品牌,中国市场将会有3家车企占据绝大部分份额,他希望理想可以成为第三家。为此,理想在车型研发方面开始加速。按照理想计划,从2022年开始,每年将发布至少两款新产品,以至于到2024年产品将覆盖15万-50万元的价格区间,届时年销量目标为“大几十万辆”。而为了突围,理想也表示将在2023年推出纯电动车型。细看这份时间表,可以发现一个问题——新车型计划最早开始在2022年,这就意味着今年会出现产品“空窗期”。理想内部自然也看到了这一问题,为了填上这一漏洞,同时吸引新的消费者,理想推出了改款理想ONE,并且不得不花费成本来为其堆料。除了在车型研发方面慢了之外,理想在自动驾驶技术上同样也处于落后,以至于不得不开始在此方面开始“补课”。在目前的新能源造车领域,智能化已成为一个衡量车企能力的重要指标。这其中,蔚来在2020年抢发了基于导航和高精地图的自动驾驶辅助功能NOP;而小鹏汽车以全栈自研著称,不仅交付同类功能NGP,同时又推出车内的全场景语音交互能力。相较于蔚来和小鹏的全栈自研,理想囿于资本储备,无论在自动驾驶方面还是智能座舱方面都选择使用供应商的集成方案。在自动辅助驾驶方面,采用了Mobileye的芯片算法集成方案;而在智能座舱的语音交互方面,理想选用了腾讯的产品来实现功能。基于这样的区别,理想在车辆智能化方面,在此之前几乎处于“失声”状态。变化发生在2021款理想ONE身上,不仅借助硬件升级和高精地图,让车辆实现了NOA和全场景语音交互能力;同时在补充研发团队后,在感知、决策及操作系统LIOS都实现了自研。通过一系列堆料和“补课”,理想虽然一定程度上补足了之前缺失的短板,但不可否认的是,理想与蔚来和小鹏在车型数量和智能化水平上依然有着差距。而这样的不足,同样体现在销售渠道和产能上。今年2月底,理想汽车发布了公司内部信,内部信中公布了最新的战略——在2025年实现160万辆的销量成绩。而根据理想给出的数据来推算,很难实现这一战略。截至去年11月底,理想全国共有45家销售中心,按照所公布的去年9月单店月销量为100辆简单计算,要达到这一目标需要29年之久。以至于理想增加了销售及管理费用,加速补充销售渠道。根据沈亚楠在财报会议上表示,年底理想的全国销售中心将扩张至200家。按照目前75家店面来看,意味着剩下半年,理想汽车要以2倍的速度拓展渠道。而在产能方面,要达到“160万辆”的目标,目前10万辆/年的产能也是远远不够的,根据财报显示,理想汽车常州工厂新车间预计2022年完工,届时年产能将提升到20万辆。理想汽车常州工厂,图源理想汽车官微相比之下,蔚来和小鹏截至目前全国分别有234和178家门店,而到今年底两家门店数量都会达到300家左右。而在产能方面,蔚来目前产能为12万辆/年,并且还在扩建新厂,落产后产能将达到100万辆/年,而小鹏今年底将达到40万辆/年。或许是为了补足产能差距,据未来汽车日报报道,理想还试图接手已经停摆两年的北京现代第一工厂。随后,理想方面很快以“未收到消息,不予评论”来回应。现在来看,堆料和补课,是理想不得不做的事情。对于目前杀成红海的行业来说,理想还需要更快。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134868662,"gmtCreate":1622216217156,"gmtModify":1704181763498,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"htt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15:12","market":"uk","language":"zh","title":"Reminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31","url":"https://stock-news.laohu8.com/highlight/detail?id=1139893263","media":"老虎资讯综合","summary":"据悉,5月31日(周一)因美国阵亡将士纪念日,美股市场休市一日,周二起照常交易。5月31日(周一)英股市场因Bank Holiday休市一日,周二起照常交易。港股、A股、澳股、新加坡股市照常交易。背景","content":"<p>It is reported that on May 31 (Monday) due to Memorial Day in the United States, the U.S. stock market will be closed for one day, and trading will continue as usual from Tuesday.</p><p>On May 31 (Monday), the British stock market will be closed for one day due to Bank Holiday, and trading will continue as usual from Tuesday.</p><p>Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>Memorial Day: It is a holiday commemorated by most states in the United States. It was originally May 30th. After 1971, in order to ensure that federal employees can enjoy this rest day, many states changed it to the last Monday in May.</p><p>In the American Civil War, countless soldiers were killed in the war. At the end of the war, many families in the south began to pay homage to the soldiers killed in the war. Regardless of the north and the south, they offered flowers to the cemeteries of the dead on both sides in spring. Northerners were deeply moved by this and regarded this act as a symbol of national unity. In 1868, May 30 was officially approved as a day to lay flowers to the soldiers who died heroically defending the motherland.</p><p>On Memorial Day, American active-duty soldiers and veterans line up in a long queue to go to the cemetery, fire guns to greet the fallen soldiers, and blow the lights out signal in the army to let the dead soldiers rest in peace.<img src=\"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9\" tg-width=\"640\" tg-height=\"458\" 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>Reminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31</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\">\nReminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31\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\">2021-05-25 15:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>It is reported that on May 31 (Monday) due to Memorial Day in the United States, the U.S. stock market will be closed for one day, and trading will continue as usual from Tuesday.</p><p>On May 31 (Monday), the British stock market will be closed for one day due to Bank Holiday, and trading will continue as usual from Tuesday.</p><p>Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>Memorial Day: It is a holiday commemorated by most states in the United States. It was originally May 30th. After 1971, in order to ensure that federal employees can enjoy this rest day, many states changed it to the last Monday in May.</p><p>In the American Civil War, countless soldiers were killed in the war. At the end of the war, many families in the south began to pay homage to the soldiers killed in the war. Regardless of the north and the south, they offered flowers to the cemeteries of the dead on both sides in spring. Northerners were deeply moved by this and regarded this act as a symbol of national unity. In 1868, May 30 was officially approved as a day to lay flowers to the soldiers who died heroically defending the motherland.</p><p>On Memorial Day, American active-duty soldiers and veterans line up in a long queue to go to the cemetery, fire guns to greet the fallen soldiers, and blow the lights out signal in the army to let the dead soldiers rest in peace.<img src=\"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139893263","content_text":"据悉,5月31日(周一)因美国阵亡将士纪念日,美股市场休市一日,周二起照常交易。5月31日(周一)英股市场因Bank Holiday休市一日,周二起照常交易。港股、A股、澳股、新加坡股市照常交易。背景简介:阵亡将士纪念日(Memorial Day):是美国大多数州都要纪念的节日,时间原为5月30日,1971年以后,为保证联邦雇员都能享有这一休息日,许多州将它改在5月的最后一个星期一。美国南北战争中,无数将士在战火中阵亡。战争结束,南部许多家庭开始祭奠战争中阵亡的将士。他们不分南北双方,在春天向双方死者的墓地都奉献鲜花,北方人为此深受感动,将这一举动视为民族团结的象征。1868年,5月30日这一天被正式批准为向为保卫祖国而英勇牺牲的士兵们敬献鲜花的日子。每逢阵亡将士纪念日,美国现役军人和老战士便排成长长的队伍前往墓地,鸣枪向阵亡将士致意,吹响军中熄灯号让死难将士安息。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133461007,"gmtCreate":1621783987309,"gmtModify":1704362386093,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/133461007","repostId":"1128955452","repostType":4,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133463285,"gmtCreate":1621783970647,"gmtModify":1704362385436,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/133463285","repostId":"1159987430","repostType":4,"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197892340,"gmtCreate":1621437731880,"gmtModify":1704357699245,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"hmm....","listText":"hmm....","text":"hmm....","images":[{"img":"https://static.tigerbbs.com/19b15bdbfa0c5a5aff6d86541903cfc0","width":"1125","height":"2990"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/197892340","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":192866307,"gmtCreate":1621178884509,"gmtModify":1704353659831,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"......","listText":"......","text":"......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/192866307","repostId":"2135816679","repostType":4,"repost":{"id":"2135816679","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1621155240,"share":"https://ttm.financial/m/news/2135816679?lang=en_US&edition=fundamental","pubTime":"2021-05-16 16:54","market":"hk","language":"zh","title":"Swipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities","url":"https://stock-news.laohu8.com/highlight/detail?id=2135816679","media":"券商中国","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 5月16日消息,天风证券相关人士表示,公司从未参与过叶飞所述中源家居维护市值管理的相关行为,自营和资管部门2021年也未发生过疑似中源家居市值管理相关的股票交易记录,自媒体大V所言存在不实。截至发稿时,中源家居、东方时尚和天风证券已有回应,申万宏源证券和民生证券尚未正式发声。 \n\n扫二维码,注册即可领取6.xx%理财券>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:彭佳兵","content":"<p>Recently, the capital circle has been frequently screened by the revelations of former private equity champion Ye Fei.</p><p>Ye Fei, a big V in Weibo with millions of fans (@ Ye Fei Private Equity Champion Directly Said), revealed that the listed company Zhongyuan Home Furnishing (603709. SH) conducted \"market value management\", and the trader defaulted on the debt and failed to pay the next company as agreed, and thought that the so-called \"market value management\" was more like the joint manipulation of listed companies, traders, fund brokers and other institutions.</p><p>On May 15, Ye Fei even broadcast live on Weibo and Douyin to interact with fans on secondary market stock market stories. In the live broadcast, Ye Fei named Zhongying Internet (now * ST Zhongying), Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Oriental Fashion and LONGi Machinery are many listed companies.</p><p><b>Ye Fei also mentioned Shenwan Hongyuan Securities, Minsheng Securities, Tianfeng Securities and other brokerage institutions in the news. The online news is true or false, and no real evidence has been given yet.</b></p><p>On May 16, a relevant person from Tianfeng Securities responded to a Chinese reporter from a brokerage firm, saying that the company has never participated in the behavior related to the market value management of Zhongyuan Home Maintenance mentioned by Ye Fei, and the self-operated and asset management departments have not had any suspected stock transaction records related to the market value management of Zhongyuan Home Furnishing, what We Media Big V said is untrue.</p><p><b>As of press time, Zhongyuan Home Furnishing, Oriental Fashion and Tianfeng Securities have responded, while Shenwan Hongyuan Securities and Minsheng Securities have not officially spoken out.</b></p><p>Private equity big V broke the news that 18 listed companies and 4 securities firms were involved</p><p>On May 14th, Ye Fei once said on Weibo, \"I am in a good mood today. After reading the materials, I plan to reveal 18 listed companies, only a lot more! One a week!\"</p><p>On May 15, in the live broadcast, in addition to Zhongyuan Home Furnishing, Ye Fei also named a number of listed companies, including Zotye Automobile, Zhongying Internet, Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Frantech, Oriental Fashion and LONGi Machinery. These companies have also been ridiculed by investors as \"Ye Fei concept stocks\".</p><p>It is worth mentioning that on May 15th, Ye Fei also accepted an exclusive interview with Chengdu media \"Red Star Capital Bureau\" to restore the whole ins and outs of the \"market value management\" incident. According to Ye Fei, the representative of the market is Pu Moumou, and Ye Fei's last home is Liu Mou from a sales department of Shenwan Hongyuan Securities. Ye Fei's next home is Guan Mou, who used to be from Hengtai Securities. Guan arranged for Minsheng Securities to buy 15 million yuan of shares of Zhongyuan Home Furnishing, and arranged for Tianfeng Securities to buy 15 million yuan. As a result, I only bought 15.43 million yuan because of the lower limit, and there were still 15 million people who did not dare to buy it.</p><p>In the interview, Ye Fei mentioned at least four securities firms, including Minsheng Securities, Hengtai Securities and Tianfeng Securities in addition to the previous Shenwan Hongyuan Securities, claiming that these securities firms are involved in the \"market value management\" of relevant listed companies.</p><p>Ye Fei also said that Guan had resigned from Hengtai Securities, and relevant personnel of Minsheng Securities had also been suspended.</p><p><b>It is worth noting that Ye Fei, who has millions of fans in Weibo, is also a \"new media person\" who has mastered communication skills. In the live broadcast on May 15th, in order to strengthen the interaction with fans, he actually found two ladies on the platform behind him. The painting style was quite different from before. In the live broadcast, he talked about market value management and stock market outlook.</b></p><p><img src=\"https://static.tigerbbs.com/8951bede3bb569bb90267e4bb4b95e62\" tg-width=\"517\" tg-height=\"671\" referrerpolicy=\"no-referrer\">Tianfeng Securities denies involvement in \"market value management\"</p><p>On May 16, in response to Ye Fei's revelation that Tianfeng Securities participated in the market value management of Zhongyuan Home Furnishing, Tianfeng Securities responded to a brokerage Chinese reporter that it had never participated in the related behavior of Zhongyuan Home Furnishing Maintenance market value management mentioned by Ye Fei.</p><p><b>Tianfeng Securities said that the company organized personnel to conduct self-examination, including capital business and self-operated business. The details are as follows:</b></p><p>On the one hand, regarding the investment in Zhongyuan Home Furnishing in the capital business, up to now, all self-operated business accounts and all asset management product accounts managed by asset management subsidiaries do not hold Zhongyuan Home Furnishing shares.</p><p>Looking back at the transaction further, since January 1, 2021, there is no record of trading Zhongyuan Home Furnishing stocks in the asset management product account.</p><p>In terms of the company's fully self-operated accounts, only one quantitative trading strategy account group (2 accounts) has experienced Zhongyuan Home stock trading. After investigation, the trading strategy of this account group is based on quantitative factors for stock selection and does not involve manual active judgment. This account group has traded Zhongyuan Home Furnishing from February 1 to May 11, 2021, but the market value of the highest position during the period is only 370,400 yuan (the time is April 8, 2021). Considering the market value of Zhongyuan Home Furnishing of about 1.5 billion, the aforementioned transactions cannot affect its secondary market price or market value.</p><p>On the other hand, regarding the self-operated business and the situation of Zhongyuan Home Furnishing, the main responsible personnel of the self-operated business were inquired and verified, and the relevant responsible persons all indicated that they had not received Ye Fei's statement that any relevant party had contacted him to pay for the purchase of Zhongyuan Home Furnishing stocks. Therefore, the relevant We Media report of Tianfeng Securities about the market value management of Zhongyuan Home Furnishing is untrue.</p><p><b>As of press time, Minsheng Securities and Shenwan Hongyuan Securities have not yet responded to Ye Fei's revelation.</b></p><p>Several listed companies deny</p><p>After Ye Fei broke the news, the raging \"market value management\" incident aroused widespread concern in the capital market and also attracted quick action by regulatory authorities.</p><p>On May 14th, the spokesperson of the China Securities Regulatory Commission answered a reporter's question about the media report of a Weibo big V breaking the news. The China Securities Regulatory Commission has started to investigate the relevant accounts and issued a \"Supervision Work Letter\" to the company, requiring the company to conduct self-examination and truthfully disclose the relevant information. The dispatched office has interviewed the company and relevant parties and started the verification procedure.</p><p><b>The China Securities Regulatory Commission stated that it has always adhered to a \"zero tolerance\" attitude towards market manipulation and insider trading in the name of market value management, and severely investigated and dealt with it in accordance with the law. Those suspected of committing crimes will be promptly transferred to public security organs. Once listed companies and actual controllers, private equity funds, public funds and other relevant institutions are found to engage in or participate in relevant illegal activities, they will be investigated to the end, severely punished according to law, and announced to the public in a timely manner.</b></p><p>Among them, on May 13 and May 14,<b>Zhongyuan Home</b>And<b>Oriental fashion</b>Both have received regulatory work letters from the Shanghai Stock Exchange, requiring the company to verify relevant media reports and respond in a timely manner. And<b>ST Huayu, Haozhi Electromechanical, LONGi Machinery, Visionox</b>We have also received letters of concern from the exchange one after another.</p><p><b>However, regarding the \"market value management\" revealed by Ye Fei, Zhongyuan Home Furnishing and Oriental Fashion, which received the regulatory work letter, have issued announcements to deny it.</b></p><p>May 13th,<b>Zhongyuan Home</b>According to the announcement, after self-examination, since the listing, the company, controlling shareholders, actual controllers, directors, supervisors and senior managers have not directly or orally or in writing entrusted relevant parties to purchase the company's shares and carry out \"market value management\", and the actual controllers, directors, supervisors and senior managers of the company have not contacted or met Pu Moumou and Ye Fei.</p><p><b>Oriental fashion</b>It means that after the company's internal self-examination and consultation of the company's controlling shareholder, actual controller, company directors, supervisors and senior managers, the company, controlling shareholder, actual controller, directors, supervisors and senior managers have not directly or through a third party entrusted the relevant party to purchase the company's shares orally or in writing to carry out \"market value management\", and the company's actual controller, company directors, supervisors and senior managers have not contacted \"Ye Fei\" and its \"Huaibei Yitian Investment Co., Ltd.\"</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>Swipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities</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\">\nSwipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-05-16 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, the capital circle has been frequently screened by the revelations of former private equity champion Ye Fei.</p><p>Ye Fei, a big V in Weibo with millions of fans (@ Ye Fei Private Equity Champion Directly Said), revealed that the listed company Zhongyuan Home Furnishing (603709. SH) conducted \"market value management\", and the trader defaulted on the debt and failed to pay the next company as agreed, and thought that the so-called \"market value management\" was more like the joint manipulation of listed companies, traders, fund brokers and other institutions.</p><p>On May 15, Ye Fei even broadcast live on Weibo and Douyin to interact with fans on secondary market stock market stories. In the live broadcast, Ye Fei named Zhongying Internet (now * ST Zhongying), Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Oriental Fashion and LONGi Machinery are many listed companies.</p><p><b>Ye Fei also mentioned Shenwan Hongyuan Securities, Minsheng Securities, Tianfeng Securities and other brokerage institutions in the news. The online news is true or false, and no real evidence has been given yet.</b></p><p>On May 16, a relevant person from Tianfeng Securities responded to a Chinese reporter from a brokerage firm, saying that the company has never participated in the behavior related to the market value management of Zhongyuan Home Maintenance mentioned by Ye Fei, and the self-operated and asset management departments have not had any suspected stock transaction records related to the market value management of Zhongyuan Home Furnishing, what We Media Big V said is untrue.</p><p><b>As of press time, Zhongyuan Home Furnishing, Oriental Fashion and Tianfeng Securities have responded, while Shenwan Hongyuan Securities and Minsheng Securities have not officially spoken out.</b></p><p>Private equity big V broke the news that 18 listed companies and 4 securities firms were involved</p><p>On May 14th, Ye Fei once said on Weibo, \"I am in a good mood today. After reading the materials, I plan to reveal 18 listed companies, only a lot more! One a week!\"</p><p>On May 15, in the live broadcast, in addition to Zhongyuan Home Furnishing, Ye Fei also named a number of listed companies, including Zotye Automobile, Zhongying Internet, Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Frantech, Oriental Fashion and LONGi Machinery. These companies have also been ridiculed by investors as \"Ye Fei concept stocks\".</p><p>It is worth mentioning that on May 15th, Ye Fei also accepted an exclusive interview with Chengdu media \"Red Star Capital Bureau\" to restore the whole ins and outs of the \"market value management\" incident. According to Ye Fei, the representative of the market is Pu Moumou, and Ye Fei's last home is Liu Mou from a sales department of Shenwan Hongyuan Securities. Ye Fei's next home is Guan Mou, who used to be from Hengtai Securities. Guan arranged for Minsheng Securities to buy 15 million yuan of shares of Zhongyuan Home Furnishing, and arranged for Tianfeng Securities to buy 15 million yuan. As a result, I only bought 15.43 million yuan because of the lower limit, and there were still 15 million people who did not dare to buy it.</p><p>In the interview, Ye Fei mentioned at least four securities firms, including Minsheng Securities, Hengtai Securities and Tianfeng Securities in addition to the previous Shenwan Hongyuan Securities, claiming that these securities firms are involved in the \"market value management\" of relevant listed companies.</p><p>Ye Fei also said that Guan had resigned from Hengtai Securities, and relevant personnel of Minsheng Securities had also been suspended.</p><p><b>It is worth noting that Ye Fei, who has millions of fans in Weibo, is also a \"new media person\" who has mastered communication skills. In the live broadcast on May 15th, in order to strengthen the interaction with fans, he actually found two ladies on the platform behind him. The painting style was quite different from before. In the live broadcast, he talked about market value management and stock market outlook.</b></p><p><img src=\"https://static.tigerbbs.com/8951bede3bb569bb90267e4bb4b95e62\" tg-width=\"517\" tg-height=\"671\" referrerpolicy=\"no-referrer\">Tianfeng Securities denies involvement in \"market value management\"</p><p>On May 16, in response to Ye Fei's revelation that Tianfeng Securities participated in the market value management of Zhongyuan Home Furnishing, Tianfeng Securities responded to a brokerage Chinese reporter that it had never participated in the related behavior of Zhongyuan Home Furnishing Maintenance market value management mentioned by Ye Fei.</p><p><b>Tianfeng Securities said that the company organized personnel to conduct self-examination, including capital business and self-operated business. The details are as follows:</b></p><p>On the one hand, regarding the investment in Zhongyuan Home Furnishing in the capital business, up to now, all self-operated business accounts and all asset management product accounts managed by asset management subsidiaries do not hold Zhongyuan Home Furnishing shares.</p><p>Looking back at the transaction further, since January 1, 2021, there is no record of trading Zhongyuan Home Furnishing stocks in the asset management product account.</p><p>In terms of the company's fully self-operated accounts, only one quantitative trading strategy account group (2 accounts) has experienced Zhongyuan Home stock trading. After investigation, the trading strategy of this account group is based on quantitative factors for stock selection and does not involve manual active judgment. This account group has traded Zhongyuan Home Furnishing from February 1 to May 11, 2021, but the market value of the highest position during the period is only 370,400 yuan (the time is April 8, 2021). Considering the market value of Zhongyuan Home Furnishing of about 1.5 billion, the aforementioned transactions cannot affect its secondary market price or market value.</p><p>On the other hand, regarding the self-operated business and the situation of Zhongyuan Home Furnishing, the main responsible personnel of the self-operated business were inquired and verified, and the relevant responsible persons all indicated that they had not received Ye Fei's statement that any relevant party had contacted him to pay for the purchase of Zhongyuan Home Furnishing stocks. Therefore, the relevant We Media report of Tianfeng Securities about the market value management of Zhongyuan Home Furnishing is untrue.</p><p><b>As of press time, Minsheng Securities and Shenwan Hongyuan Securities have not yet responded to Ye Fei's revelation.</b></p><p>Several listed companies deny</p><p>After Ye Fei broke the news, the raging \"market value management\" incident aroused widespread concern in the capital market and also attracted quick action by regulatory authorities.</p><p>On May 14th, the spokesperson of the China Securities Regulatory Commission answered a reporter's question about the media report of a Weibo big V breaking the news. The China Securities Regulatory Commission has started to investigate the relevant accounts and issued a \"Supervision Work Letter\" to the company, requiring the company to conduct self-examination and truthfully disclose the relevant information. The dispatched office has interviewed the company and relevant parties and started the verification procedure.</p><p><b>The China Securities Regulatory Commission stated that it has always adhered to a \"zero tolerance\" attitude towards market manipulation and insider trading in the name of market value management, and severely investigated and dealt with it in accordance with the law. Those suspected of committing crimes will be promptly transferred to public security organs. Once listed companies and actual controllers, private equity funds, public funds and other relevant institutions are found to engage in or participate in relevant illegal activities, they will be investigated to the end, severely punished according to law, and announced to the public in a timely manner.</b></p><p>Among them, on May 13 and May 14,<b>Zhongyuan Home</b>And<b>Oriental fashion</b>Both have received regulatory work letters from the Shanghai Stock Exchange, requiring the company to verify relevant media reports and respond in a timely manner. And<b>ST Huayu, Haozhi Electromechanical, LONGi Machinery, Visionox</b>We have also received letters of concern from the exchange one after another.</p><p><b>However, regarding the \"market value management\" revealed by Ye Fei, Zhongyuan Home Furnishing and Oriental Fashion, which received the regulatory work letter, have issued announcements to deny it.</b></p><p>May 13th,<b>Zhongyuan Home</b>According to the announcement, after self-examination, since the listing, the company, controlling shareholders, actual controllers, directors, supervisors and senior managers have not directly or orally or in writing entrusted relevant parties to purchase the company's shares and carry out \"market value management\", and the actual controllers, directors, supervisors and senior managers of the company have not contacted or met Pu Moumou and Ye Fei.</p><p><b>Oriental fashion</b>It means that after the company's internal self-examination and consultation of the company's controlling shareholder, actual controller, company directors, supervisors and senior managers, the company, controlling shareholder, actual controller, directors, supervisors and senior managers have not directly or through a third party entrusted the relevant party to purchase the company's shares orally or in writing to carry out \"market value management\", and the company's actual controller, company directors, supervisors and senior managers have not contacted \"Ye Fei\" and its \"Huaibei Yitian Investment Co., Ltd.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"601162":"天风证券","603709":"中源家居"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135816679","content_text":"近日,资本圈频繁被昔日私募冠军叶飞的爆料刷屏。拥有百万粉丝的微博大V叶飞(@叶飞私募冠军直说)自曝称,上市公司中源家居(603709.SH)进行“市值管理”,而且操盘方赖账,没有按照约定给下家付款,并认为所谓“市值管理”更像是上市公司与操盘方、基金券商等机构的联合坐庄操纵。5月15日,叶飞更是在微博和抖音进行直播,与粉丝互动二级市场股市故事,在直播中,叶飞点名了包括众应互联(现*ST众应)、华钰矿业(现ST华钰)、维信诺、昊志机电、东方时尚和隆基机械多家上市公司。叶飞在爆料中还提及申万宏源证券、民生证券、天风证券等券商机构。网上消息真真假假,目前尚未给出实锤证据。5月16日,天风证券相关人士回应券商中国记者表示,公司从未参与过叶飞所述中源家居维护市值管理的相关行为,自营和资管部门2021年也未发生过疑似中源家居市值管理相关的股票交易记录,自媒体大V所言存在不实。截至发稿时,中源家居、东方时尚和天风证券已有回应,申万宏源证券和民生证券尚未正式发声。私募大V爆料称:18家上市公司4家券商卷入5月14日,叶飞曾在微博上表示,“今天心情不错,看了一下材料,计划爆料18家上市公司,只多不少!一周一家!”5月15日,在直播中,除了中源家居,叶飞还点名多家上市公司,包括众泰汽车、众应互联、华钰矿业(现ST华钰)、维信诺、昊志机电、法兰泰克、东方时尚和隆基机械。这些公司也被股民调侃为“叶飞概念股”。值得一提的是,5月15日,叶飞还接受成都媒体“红星资本局”专访,还原“市值管理”事件的整个来龙去脉。据叶飞讲述,盘方的代表人员为蒲某某,叶飞的上家是申万宏源证券旗下一营业部的刘某。叶飞的下家是管某,以前是恒泰证券的。管某安排民生证券买1500万元中源家居的股票,安排天风证券买1500万元。结果因为跌停只买了1543万元,还有1500万人家没敢买。叶飞在采访中,一共提及了至少4家券商,除了此前的申万宏源证券,还包括民生证券、恒泰证券和天风证券,声称这些券商涉及相关上市公司的“市值管理”。叶飞还称,管某已经从恒泰证券离职,而民生证券相关人员也已经被停职。值得注意的是,微博拥有百万粉丝的叶飞,亦是一位掌握传播技巧的“新媒体人”。在5月15日直播中,他为了加强与粉丝互动,竟然找了两位女士在身后站台,画风与此前相比区别较大,在直播中天马行空谈及市值管理以及股票后市看法等。天风证券否认参与“市值管理”5月16日,针对叶飞爆料天风证券参与中源家居市值管理一事,天风证券向券商中国记者回应称,从未参与过叶飞所述中源家居维护市值管理的相关行为。天风证券表示,公司组织人员进行了自查,包括资金业务和自营业务具体情况如下:一方面,关于资金业务中投资中源家居情况,截至目前,全部自营业务账户和资管子公司所管理的所有资管产品账户均未持有中源家居股票。进一步回溯交易,2021年1月1日至今,资管产品账户未存在交易过中源家居股票的记录。公司全自营账户方面,仅1个量化交易策略账户组(2个账户)发生过中源家居股票交易。经查,该账户组交易策略基于量化因子选股,不涉及人工的主动判断,该账户组在2021年2月1日至5月11日期间曾交易过中源家居,但期间最高持仓市值仅37.04万元(时间为2021年4月8日),考虑中源家居15亿左右的市值规模,前述交易无法对其二级市场价格或市值情况产生影响。另一方面,关于自营业务与中源家居情况,对自营业务的主要负责人员均进行了问询核实,相关负责人均表示未收到过叶飞所述有相关方曾联系其付费购买中源家居股票的情况,因此,相关自媒体报道天风证券关于中源家居市值管理情况不实。截至发稿时,民生证券和申万宏源证券尚未对叶飞爆料的情况进行回应。多家上市公司否认叶飞爆料后,沸沸扬扬的“市值管理”事件引发资本市场广泛关注,也引来监管部门快速行动。5月14日,证监会新闻发言人就媒体报道某微博大V爆料事件答记者问,证监会已启动排查相关账户,向公司发出《监管工作函》,要求公司进行自查,并如实披露相关情,派出机构已约谈公司及相关各方,并启动核查程序。证监会表示,对于以市值管理之名实施操纵市场、内幕交易等行为,始终秉持“零容忍”态度,依法予以严肃查处,涉嫌犯罪的,及时移送公安机关。一旦发现上市公司及实控人、私募基金、公募基金等相关机构从事或参与相关违法违规活动,将一查到底、依法严惩,并及时向社会公布。其中,5月13日和5月14日,中源家居和东方时尚均收到来自上交所的监管工作函,要求 公司对相关媒体报道事项予以核实,并及时回应。而ST华钰、昊志机电、隆基机械、维信诺也相继收到交易所关注函。不过,对于叶飞爆料的“市值管理”一事,收到监管工作函的中源家居、东方时尚已经发布公告予以否认。5月13日,中源家居公告称,经自查,自上市以来,公司、控股股东、实际控制人、董事、监事、高级管理人员均未直接或通过第三方以口头或书面形式委托有关盘方购买公司股票,开展“市值管理”,公司实际控制人、公司董事、监事、高级管理人员也未接触或与蒲某某、叶飞相识。东方时尚表示,经公司内部自查及征询公司控股股东、实际控制人、公司董事、监事、 高级管理人员,公司、控股股东、实际控制人、董事、监事、高级管理人员均未直接或通过第三方以口头或书面形式委托有关盘方购买公司股票,开展“市值管 理”,公司实际控制人、公司董事、监事、高级管理人员也未接触“叶飞”及其 “淮北市倚天投资有限公司”。","news_type":1,"symbols_score_info":{"601162":0.9,"603709":0.9}},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192866013,"gmtCreate":1621178864332,"gmtModify":1704353659335,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/192866013","repostId":"1184424779","repostType":4,"repost":{"id":"1184424779","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":1621156007,"share":"https://ttm.financial/m/news/1184424779?lang=en_US&edition=fundamental","pubTime":"2021-05-16 17:06","market":"hk","language":"zh","title":"Tesla responds to the \"car pickup test\": only as an \"elective\" activity","url":"https://stock-news.laohu8.com/highlight/detail?id=1184424779","media":"老虎资讯综合","summary":"5月16日讯,特斯拉回应“提车考试”:所谓的“提车考试”是最近刚刚开始试点的“交付日车主讲堂”,算不上“提车考试”;此活动仅作为丰富交付体验的“选修”活动。此前有特斯拉车主及视频博主爆料称,特斯拉将新","content":"<p>May 16 news,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Respond to the \"car pick-up test\": The so-called \"car pick-up test\" is the \"delivery day car owner lecture hall\" that has just started to be piloted recently, and it is not a \"car pick-up test\"; This event is intended only as an \"optional\" event to enrich the delivery experience. Previously, some Tesla owners and video bloggers broke the news that Tesla will add a new car pickup test, and it is recommended that car owners score 80 points or above before picking up the car.</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>Tesla responds to the \"car pickup test\": only as an \"elective\" activity</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\">\nTesla responds to the \"car pickup test\": only as an \"elective\" activity\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\">2021-05-16 17:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>May 16 news,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Respond to the \"car pick-up test\": The so-called \"car pick-up test\" is the \"delivery day car owner lecture hall\" that has just started to be piloted recently, and it is not a \"car pick-up test\"; This event is intended only as an \"optional\" event to enrich the delivery experience. Previously, some Tesla owners and video bloggers broke the news that Tesla will add a new car pickup test, and it is recommended that car owners score 80 points or above before picking up the car.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184424779","content_text":"5月16日讯,特斯拉回应“提车考试”:所谓的“提车考试”是最近刚刚开始试点的“交付日车主讲堂”,算不上“提车考试”;此活动仅作为丰富交付体验的“选修”活动。此前有特斯拉车主及视频博主爆料称,特斯拉将新增提车考试,建议车主成绩80分以上再提车。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196413185,"gmtCreate":1621089770147,"gmtModify":1704352827381,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/196413185","repostId":"2135132985","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":129207686,"gmtCreate":1624372829645,"gmtModify":1703834826616,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/129207686","repostId":"1121740775","repostType":4,"repost":{"id":"1121740775","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":1624368518,"share":"https://ttm.financial/m/news/1121740775?lang=en_US&edition=fundamental","pubTime":"2021-06-22 21:28","market":"us","language":"zh","title":"Opening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened","url":"https://stock-news.laohu8.com/highlight/detail?id=1121740775","media":"老虎资讯综合","summary":"6月22日(周二),美股开盘涨跌不一。道琼斯指数开盘下跌22点,跌幅0.06%,报33855点;标普500指数开盘下跌2.0点,跌幅0.05%,报4222.8点;纳斯达克综合指数开盘上涨0.2点,涨幅","content":"<p>On June 22 (Tuesday), U.S. stocks opened mixed. The Dow Jones index opened down 22 points, or 0.06%, to 33,855 points; The S&P 500 index opened down 2.0 points, or 0.05%, to 4222.8 points; The Nasdaq Composite Index opened up 0.2 points, or 0.03%, to 14,141.7 points.</p><p><img src=\"https://static.tigerbbs.com/0c4899cfec1286397933f077ece3d3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin fell below $29,500 per coin, an intraday drop of 6.75%. Blockchain concept stocks generally fell.<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 10%, MicroStrategy fell more than 8%, Marathon Patent fell 6.97%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell 6.44%, Riot Blockchain fell 4.96%, and Coinbase fell 3.41%.</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It opened up 8%, and the company announced that it had completed its plan to issue 5 million shares on the market.</p><p><a href=\"https://laohu8.com/S/SPLK\">Splunk</a>It opened up 10%. Market news: Silver Lake Capital will invest $1 billion in Splunk.</p><p><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Up more than 3%, the company's CEO said<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Its electrolyzer was purchased.</p><p><a href=\"https://laohu8.com/S/MVIS\">Dimensional image</a>It fell more than 7% at the opening. Vision Image stated that it has reached an agreement with Craig-Hallum Group. The company can issue common shares to the group at any time, with a total value of no more than US $140 million, and the proceeds from the issuance of shares will be used for general corporate purposes.</p><p><a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 3%. Kaixin Automobile announced that the company is in negotiations with China's leading recreational vehicle (RV) retailer. The two parties intend to cooperate in sales and leasing, and explore opportunities to develop and produce electric recreational vehicles.</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>Opening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened</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\">\nOpening: U.S. stocks were mixed, Bitcoin plummeted, blockchain concepts collectively weakened\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\">2021-06-22 21:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 22 (Tuesday), U.S. stocks opened mixed. The Dow Jones index opened down 22 points, or 0.06%, to 33,855 points; The S&P 500 index opened down 2.0 points, or 0.05%, to 4222.8 points; The Nasdaq Composite Index opened up 0.2 points, or 0.03%, to 14,141.7 points.</p><p><img src=\"https://static.tigerbbs.com/0c4899cfec1286397933f077ece3d3d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>Bitcoin fell below $29,500 per coin, an intraday drop of 6.75%. Blockchain concept stocks generally fell.<a href=\"https://laohu8.com/S/NCTY\">The ninth city</a>Fell more than 10%, MicroStrategy fell more than 8%, Marathon Patent fell 6.97%,<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>It fell 6.44%, Riot Blockchain fell 4.96%, and Coinbase fell 3.41%.</p><p><a href=\"https://laohu8.com/S/GME\">GameStop</a>It opened up 8%, and the company announced that it had completed its plan to issue 5 million shares on the market.</p><p><a href=\"https://laohu8.com/S/SPLK\">Splunk</a>It opened up 10%. Market news: Silver Lake Capital will invest $1 billion in Splunk.</p><p><a href=\"https://laohu8.com/S/PLUG\">Plug Power</a>Up more than 3%, the company's CEO said<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Its electrolyzer was purchased.</p><p><a href=\"https://laohu8.com/S/MVIS\">Dimensional image</a>It fell more than 7% at the opening. Vision Image stated that it has reached an agreement with Craig-Hallum Group. The company can issue common shares to the group at any time, with a total value of no more than US $140 million, and the proceeds from the issuance of shares will be used for general corporate purposes.</p><p><a href=\"https://laohu8.com/S/KXIN\">Happy Auto</a>Up more than 3%. Kaixin Automobile announced that the company is in negotiations with China's leading recreational vehicle (RV) retailer. The two parties intend to cooperate in sales and leasing, and explore opportunities to develop and produce electric recreational vehicles.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121740775","content_text":"6月22日(周二),美股开盘涨跌不一。道琼斯指数开盘下跌22点,跌幅0.06%,报33855点;标普500指数开盘下跌2.0点,跌幅0.05%,报4222.8点;纳斯达克综合指数开盘上涨0.2点,涨幅0.03%,报14141.7点。\n\n比特币跌破29500美元/枚,日内跌幅6.75%。区块链概念股普跌。第九城市跌超10%,MicroStrategy跌超8%,Marathon Patent跌6.97%,嘉楠科技跌6.44%,Riot Blockchain跌4.96%,Coinbase跌3.41%。\n游戏驿站开涨8%,公司宣布完成了在市场上发行500万股股票的计划。\nSplunk开盘大涨10%。市场消息:银湖资本将向Splunk投资10亿美元。\n普拉格能源涨超3%,公司CEO称亚马逊购买了其电解器。\n维视图像开盘跌超7%。维视图像表示,已经与Craig-Hallum集团达成一项协议,公司可以随时向该集团发行普通股股份,总价值不超过1.4亿美元,发行股份所得将用于一般公司用途。\n开心汽车涨超3%。开心汽车宣布,公司正在与中国领先的休闲车(RV)零售商进行谈判,双方打算在销售和租赁方面进行合作,并探索开发和生产电动休闲车的机会。","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166442351,"gmtCreate":1624023822573,"gmtModify":1703826853420,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"omg...","listText":"omg...","text":"omg...","images":[{"img":"https://static.tigerbbs.com/f1cb0cb912d9f84e6b0530732c68c73b","width":"1125","height":"3153"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":1,"link":"https://ttm.financial/post/166442351","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":316699635,"gmtCreate":1611930229827,"gmtModify":1704866067646,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/316699635","repostId":"1160554931","repostType":4,"repost":{"id":"1160554931","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":1611928705,"share":"https://ttm.financial/m/news/1160554931?lang=en_US&edition=fundamental","pubTime":"2021-01-29 21:58","market":"us","language":"zh","title":"Behind Robinhood's relaxation of retail investors' group stock trading: raising 1 billion and applying for a 500 million credit line from Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=1160554931","media":"老虎资讯综合","summary":"据CNBC的安德鲁·罗斯·索金(Andrew Ross Sorkin)称,由于券商放开某些波动性股票的交易限制,Robinhood一夜之间从投资者那里筹集了10亿美金,以支撑其资产负债表。券商Robi","content":"<p>According to CNBC's Andrew Ross Sorkin, Robinhood raised $1 billion from investors overnight to shore up its balance sheet as brokerages relaxed trading restrictions on certain volatile stocks.</p><p>Brokerage Robinhood secured $500 million through a line of credit to ensure it has the money needed to keep its clients trading stocks such as GameStop and AMC Entertainment.</p><p>Robinhood CEO Vlad Tenev told CNBC that taking advantage of the credit line was a positive step and denied it was due to liquidity issues.</p><p>Tenev told CNBC in an interview late Thursday: \"By utilizing lines of credit, companies can access more funds as part of their daily operations and keep the funds in clearing houses, which will allow companies to invest more with fewer restrictions.\" In an ideal situation. \"</p><p>Popular stocks grouped by retail investors all rose in premarket trading on Friday on expectations that Robinhood will ease some restrictions. In premarket trading,<a href=\"https://laohu8.com/S/GME\">GameStop</a>(GameStop) shares rose 80%,<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Its share price rose 50%.</p><p>In a week of speculative retail trading frenzy, Robinhood restricted trading on 13 stocks early Thursday, including GameStop and AMC Entertainment. Robinhood only allows clients to sell positions in certain securities instead of opening new ones, raising margin requirements and even saying it will automatically close some positions if clients are at risk of not having the necessary collateral.</p><p>After the market closed Thursday, Robinhood said it would allow limited purchases of restricted securities on Friday.</p><p>Robinhood experienced unprecedented high trading volumes this week as Reddit-reading retail traders tried to acquire certain highly short-sold stocks. Robinhood, which must deposit funds in the clearing house based on trading volume, said the restriction was due to the company's inability to meet its expected deposit requirements. Volatility increases demand when a large number of investors lose money on options trading.</p><p>The $1 billion raised came from Robinhood's previous venture capitalists, with a credit line from<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the bank.</p><p>Short selling refers to investors who expect a company's stock price to fall, so they borrow the company's stock in advance and sell it. The short seller needs to buy the stock in the market to repay the previously borrowed stock at maturity (so-called liquidation). If the stock price does fall, as investors expect, the short seller will make a profit.</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>Behind Robinhood's relaxation of retail investors' group stock trading: raising 1 billion and applying for a 500 million credit line from Goldman Sachs</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\">\nBehind Robinhood's relaxation of retail investors' group stock trading: raising 1 billion and applying for a 500 million credit line from Goldman Sachs\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\">2021-01-29 21:58</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to CNBC's Andrew Ross Sorkin, Robinhood raised $1 billion from investors overnight to shore up its balance sheet as brokerages relaxed trading restrictions on certain volatile stocks.</p><p>Brokerage Robinhood secured $500 million through a line of credit to ensure it has the money needed to keep its clients trading stocks such as GameStop and AMC Entertainment.</p><p>Robinhood CEO Vlad Tenev told CNBC that taking advantage of the credit line was a positive step and denied it was due to liquidity issues.</p><p>Tenev told CNBC in an interview late Thursday: \"By utilizing lines of credit, companies can access more funds as part of their daily operations and keep the funds in clearing houses, which will allow companies to invest more with fewer restrictions.\" In an ideal situation. \"</p><p>Popular stocks grouped by retail investors all rose in premarket trading on Friday on expectations that Robinhood will ease some restrictions. In premarket trading,<a href=\"https://laohu8.com/S/GME\">GameStop</a>(GameStop) shares rose 80%,<a href=\"https://laohu8.com/S/AMC\">AMC Cinemas</a>Its share price rose 50%.</p><p>In a week of speculative retail trading frenzy, Robinhood restricted trading on 13 stocks early Thursday, including GameStop and AMC Entertainment. Robinhood only allows clients to sell positions in certain securities instead of opening new ones, raising margin requirements and even saying it will automatically close some positions if clients are at risk of not having the necessary collateral.</p><p>After the market closed Thursday, Robinhood said it would allow limited purchases of restricted securities on Friday.</p><p>Robinhood experienced unprecedented high trading volumes this week as Reddit-reading retail traders tried to acquire certain highly short-sold stocks. Robinhood, which must deposit funds in the clearing house based on trading volume, said the restriction was due to the company's inability to meet its expected deposit requirements. Volatility increases demand when a large number of investors lose money on options trading.</p><p>The $1 billion raised came from Robinhood's previous venture capitalists, with a credit line from<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>And<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>Waiting for the bank.</p><p>Short selling refers to investors who expect a company's stock price to fall, so they borrow the company's stock in advance and sell it. The short seller needs to buy the stock in the market to repay the previously borrowed stock at maturity (so-called liquidation). If the stock price does fall, as investors expect, the short seller will make a profit.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfb10b06725af696d5ea08c128fdad5","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160554931","content_text":"据CNBC的安德鲁·罗斯·索金(Andrew Ross Sorkin)称,由于券商放开某些波动性股票的交易限制,Robinhood一夜之间从投资者那里筹集了10亿美金,以支撑其资产负债表。券商Robinhood通过信贷额度获得了5亿美元的资金,以确保其具有保持其客户交易GameStop和AMC Entertainment等股票所需的资金。Robinhood首席执行官弗拉德·特内夫(Vlad Tenev)告诉CNBC,利用信贷额度是一项积极措施,并否认这是由于流动性问题。Tenev在周四晚间接受CNBC采访时说:“通过利用信用额度,作为日常运作的一部分,公司可以获得更多的资金,并将资金存放在清算所中,这将使公司能够以更少的限制在理想的情况下,更多地投资。”由于预期Robinhood将放松一些限制,周五的盘前交易中,散户抱团的热门股票全部上涨。在盘前交易中,游戏驿站 (GameStop)的股价上涨了80%,AMC院线的股价上涨了50%。在投机性零售交易狂热的一周中,Robinhood周四早些时候限制了13种股票的交易,包括GameStop和AMC Entertainment。Robinhood只允许客户出售某些证券的头寸,而不是开设新头寸,提高了保证金要求,甚至说如果客户面临没有必要抵押品的风险,它将自动平仓一些头寸。周四收盘后,Robinhood表示,将允许在周五有限购买限制性证券。Robinhood本周经历了前所未有的高交易量,因为Reddit-reading零售交易员试图收购某些高度卖空的股票。Robinhood必须据交易量将资金存入结算所,他表示,限制交易是因为该公司无法满足其预期的存款要求。当大量投资者在期权交易中亏损时,波动性就会增加需求。筹集的10亿美元来自Robinhood之前的风险投资人,信贷额度来自摩根大通和高盛等银行。卖空交易指的是,投资者预期某家公司股价下跌,于是事先借入该公司股票卖出,卖空者需在到期时,在市场上买入该股偿还此前借入的股票(所谓平仓)。如果股价如投资者所料,真的下跌,做空者就会获得利润。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192866307,"gmtCreate":1621178884509,"gmtModify":1704353659831,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"......","listText":"......","text":"......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/192866307","repostId":"2135816679","repostType":4,"repost":{"id":"2135816679","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1621155240,"share":"https://ttm.financial/m/news/2135816679?lang=en_US&edition=fundamental","pubTime":"2021-05-16 16:54","market":"hk","language":"zh","title":"Swipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities","url":"https://stock-news.laohu8.com/highlight/detail?id=2135816679","media":"券商中国","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 5月16日消息,天风证券相关人士表示,公司从未参与过叶飞所述中源家居维护市值管理的相关行为,自营和资管部门2021年也未发生过疑似中源家居市值管理相关的股票交易记录,自媒体大V所言存在不实。截至发稿时,中源家居、东方时尚和天风证券已有回应,申万宏源证券和民生证券尚未正式发声。 \n\n扫二维码,注册即可领取6.xx%理财券>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:彭佳兵","content":"<p>Recently, the capital circle has been frequently screened by the revelations of former private equity champion Ye Fei.</p><p>Ye Fei, a big V in Weibo with millions of fans (@ Ye Fei Private Equity Champion Directly Said), revealed that the listed company Zhongyuan Home Furnishing (603709. SH) conducted \"market value management\", and the trader defaulted on the debt and failed to pay the next company as agreed, and thought that the so-called \"market value management\" was more like the joint manipulation of listed companies, traders, fund brokers and other institutions.</p><p>On May 15, Ye Fei even broadcast live on Weibo and Douyin to interact with fans on secondary market stock market stories. In the live broadcast, Ye Fei named Zhongying Internet (now * ST Zhongying), Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Oriental Fashion and LONGi Machinery are many listed companies.</p><p><b>Ye Fei also mentioned Shenwan Hongyuan Securities, Minsheng Securities, Tianfeng Securities and other brokerage institutions in the news. The online news is true or false, and no real evidence has been given yet.</b></p><p>On May 16, a relevant person from Tianfeng Securities responded to a Chinese reporter from a brokerage firm, saying that the company has never participated in the behavior related to the market value management of Zhongyuan Home Maintenance mentioned by Ye Fei, and the self-operated and asset management departments have not had any suspected stock transaction records related to the market value management of Zhongyuan Home Furnishing, what We Media Big V said is untrue.</p><p><b>As of press time, Zhongyuan Home Furnishing, Oriental Fashion and Tianfeng Securities have responded, while Shenwan Hongyuan Securities and Minsheng Securities have not officially spoken out.</b></p><p>Private equity big V broke the news that 18 listed companies and 4 securities firms were involved</p><p>On May 14th, Ye Fei once said on Weibo, \"I am in a good mood today. After reading the materials, I plan to reveal 18 listed companies, only a lot more! One a week!\"</p><p>On May 15, in the live broadcast, in addition to Zhongyuan Home Furnishing, Ye Fei also named a number of listed companies, including Zotye Automobile, Zhongying Internet, Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Frantech, Oriental Fashion and LONGi Machinery. These companies have also been ridiculed by investors as \"Ye Fei concept stocks\".</p><p>It is worth mentioning that on May 15th, Ye Fei also accepted an exclusive interview with Chengdu media \"Red Star Capital Bureau\" to restore the whole ins and outs of the \"market value management\" incident. According to Ye Fei, the representative of the market is Pu Moumou, and Ye Fei's last home is Liu Mou from a sales department of Shenwan Hongyuan Securities. Ye Fei's next home is Guan Mou, who used to be from Hengtai Securities. Guan arranged for Minsheng Securities to buy 15 million yuan of shares of Zhongyuan Home Furnishing, and arranged for Tianfeng Securities to buy 15 million yuan. As a result, I only bought 15.43 million yuan because of the lower limit, and there were still 15 million people who did not dare to buy it.</p><p>In the interview, Ye Fei mentioned at least four securities firms, including Minsheng Securities, Hengtai Securities and Tianfeng Securities in addition to the previous Shenwan Hongyuan Securities, claiming that these securities firms are involved in the \"market value management\" of relevant listed companies.</p><p>Ye Fei also said that Guan had resigned from Hengtai Securities, and relevant personnel of Minsheng Securities had also been suspended.</p><p><b>It is worth noting that Ye Fei, who has millions of fans in Weibo, is also a \"new media person\" who has mastered communication skills. In the live broadcast on May 15th, in order to strengthen the interaction with fans, he actually found two ladies on the platform behind him. The painting style was quite different from before. In the live broadcast, he talked about market value management and stock market outlook.</b></p><p><img src=\"https://static.tigerbbs.com/8951bede3bb569bb90267e4bb4b95e62\" tg-width=\"517\" tg-height=\"671\" referrerpolicy=\"no-referrer\">Tianfeng Securities denies involvement in \"market value management\"</p><p>On May 16, in response to Ye Fei's revelation that Tianfeng Securities participated in the market value management of Zhongyuan Home Furnishing, Tianfeng Securities responded to a brokerage Chinese reporter that it had never participated in the related behavior of Zhongyuan Home Furnishing Maintenance market value management mentioned by Ye Fei.</p><p><b>Tianfeng Securities said that the company organized personnel to conduct self-examination, including capital business and self-operated business. The details are as follows:</b></p><p>On the one hand, regarding the investment in Zhongyuan Home Furnishing in the capital business, up to now, all self-operated business accounts and all asset management product accounts managed by asset management subsidiaries do not hold Zhongyuan Home Furnishing shares.</p><p>Looking back at the transaction further, since January 1, 2021, there is no record of trading Zhongyuan Home Furnishing stocks in the asset management product account.</p><p>In terms of the company's fully self-operated accounts, only one quantitative trading strategy account group (2 accounts) has experienced Zhongyuan Home stock trading. After investigation, the trading strategy of this account group is based on quantitative factors for stock selection and does not involve manual active judgment. This account group has traded Zhongyuan Home Furnishing from February 1 to May 11, 2021, but the market value of the highest position during the period is only 370,400 yuan (the time is April 8, 2021). Considering the market value of Zhongyuan Home Furnishing of about 1.5 billion, the aforementioned transactions cannot affect its secondary market price or market value.</p><p>On the other hand, regarding the self-operated business and the situation of Zhongyuan Home Furnishing, the main responsible personnel of the self-operated business were inquired and verified, and the relevant responsible persons all indicated that they had not received Ye Fei's statement that any relevant party had contacted him to pay for the purchase of Zhongyuan Home Furnishing stocks. Therefore, the relevant We Media report of Tianfeng Securities about the market value management of Zhongyuan Home Furnishing is untrue.</p><p><b>As of press time, Minsheng Securities and Shenwan Hongyuan Securities have not yet responded to Ye Fei's revelation.</b></p><p>Several listed companies deny</p><p>After Ye Fei broke the news, the raging \"market value management\" incident aroused widespread concern in the capital market and also attracted quick action by regulatory authorities.</p><p>On May 14th, the spokesperson of the China Securities Regulatory Commission answered a reporter's question about the media report of a Weibo big V breaking the news. The China Securities Regulatory Commission has started to investigate the relevant accounts and issued a \"Supervision Work Letter\" to the company, requiring the company to conduct self-examination and truthfully disclose the relevant information. The dispatched office has interviewed the company and relevant parties and started the verification procedure.</p><p><b>The China Securities Regulatory Commission stated that it has always adhered to a \"zero tolerance\" attitude towards market manipulation and insider trading in the name of market value management, and severely investigated and dealt with it in accordance with the law. Those suspected of committing crimes will be promptly transferred to public security organs. Once listed companies and actual controllers, private equity funds, public funds and other relevant institutions are found to engage in or participate in relevant illegal activities, they will be investigated to the end, severely punished according to law, and announced to the public in a timely manner.</b></p><p>Among them, on May 13 and May 14,<b>Zhongyuan Home</b>And<b>Oriental fashion</b>Both have received regulatory work letters from the Shanghai Stock Exchange, requiring the company to verify relevant media reports and respond in a timely manner. And<b>ST Huayu, Haozhi Electromechanical, LONGi Machinery, Visionox</b>We have also received letters of concern from the exchange one after another.</p><p><b>However, regarding the \"market value management\" revealed by Ye Fei, Zhongyuan Home Furnishing and Oriental Fashion, which received the regulatory work letter, have issued announcements to deny it.</b></p><p>May 13th,<b>Zhongyuan Home</b>According to the announcement, after self-examination, since the listing, the company, controlling shareholders, actual controllers, directors, supervisors and senior managers have not directly or orally or in writing entrusted relevant parties to purchase the company's shares and carry out \"market value management\", and the actual controllers, directors, supervisors and senior managers of the company have not contacted or met Pu Moumou and Ye Fei.</p><p><b>Oriental fashion</b>It means that after the company's internal self-examination and consultation of the company's controlling shareholder, actual controller, company directors, supervisors and senior managers, the company, controlling shareholder, actual controller, directors, supervisors and senior managers have not directly or through a third party entrusted the relevant party to purchase the company's shares orally or in writing to carry out \"market value management\", and the company's actual controller, company directors, supervisors and senior managers have not contacted \"Ye Fei\" and its \"Huaibei Yitian Investment Co., Ltd.\"</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>Swipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities</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\">\nSwipe the screen! The breaking news door is fermented again: 4 brokerages are involved? Exclusive response from Tianfeng Securities\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-05-16 16:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Recently, the capital circle has been frequently screened by the revelations of former private equity champion Ye Fei.</p><p>Ye Fei, a big V in Weibo with millions of fans (@ Ye Fei Private Equity Champion Directly Said), revealed that the listed company Zhongyuan Home Furnishing (603709. SH) conducted \"market value management\", and the trader defaulted on the debt and failed to pay the next company as agreed, and thought that the so-called \"market value management\" was more like the joint manipulation of listed companies, traders, fund brokers and other institutions.</p><p>On May 15, Ye Fei even broadcast live on Weibo and Douyin to interact with fans on secondary market stock market stories. In the live broadcast, Ye Fei named Zhongying Internet (now * ST Zhongying), Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Oriental Fashion and LONGi Machinery are many listed companies.</p><p><b>Ye Fei also mentioned Shenwan Hongyuan Securities, Minsheng Securities, Tianfeng Securities and other brokerage institutions in the news. The online news is true or false, and no real evidence has been given yet.</b></p><p>On May 16, a relevant person from Tianfeng Securities responded to a Chinese reporter from a brokerage firm, saying that the company has never participated in the behavior related to the market value management of Zhongyuan Home Maintenance mentioned by Ye Fei, and the self-operated and asset management departments have not had any suspected stock transaction records related to the market value management of Zhongyuan Home Furnishing, what We Media Big V said is untrue.</p><p><b>As of press time, Zhongyuan Home Furnishing, Oriental Fashion and Tianfeng Securities have responded, while Shenwan Hongyuan Securities and Minsheng Securities have not officially spoken out.</b></p><p>Private equity big V broke the news that 18 listed companies and 4 securities firms were involved</p><p>On May 14th, Ye Fei once said on Weibo, \"I am in a good mood today. After reading the materials, I plan to reveal 18 listed companies, only a lot more! One a week!\"</p><p>On May 15, in the live broadcast, in addition to Zhongyuan Home Furnishing, Ye Fei also named a number of listed companies, including Zotye Automobile, Zhongying Internet, Huayu Mining (now ST Huayu), Visionox, Haozhi Electromechanical, Frantech, Oriental Fashion and LONGi Machinery. These companies have also been ridiculed by investors as \"Ye Fei concept stocks\".</p><p>It is worth mentioning that on May 15th, Ye Fei also accepted an exclusive interview with Chengdu media \"Red Star Capital Bureau\" to restore the whole ins and outs of the \"market value management\" incident. According to Ye Fei, the representative of the market is Pu Moumou, and Ye Fei's last home is Liu Mou from a sales department of Shenwan Hongyuan Securities. Ye Fei's next home is Guan Mou, who used to be from Hengtai Securities. Guan arranged for Minsheng Securities to buy 15 million yuan of shares of Zhongyuan Home Furnishing, and arranged for Tianfeng Securities to buy 15 million yuan. As a result, I only bought 15.43 million yuan because of the lower limit, and there were still 15 million people who did not dare to buy it.</p><p>In the interview, Ye Fei mentioned at least four securities firms, including Minsheng Securities, Hengtai Securities and Tianfeng Securities in addition to the previous Shenwan Hongyuan Securities, claiming that these securities firms are involved in the \"market value management\" of relevant listed companies.</p><p>Ye Fei also said that Guan had resigned from Hengtai Securities, and relevant personnel of Minsheng Securities had also been suspended.</p><p><b>It is worth noting that Ye Fei, who has millions of fans in Weibo, is also a \"new media person\" who has mastered communication skills. In the live broadcast on May 15th, in order to strengthen the interaction with fans, he actually found two ladies on the platform behind him. The painting style was quite different from before. In the live broadcast, he talked about market value management and stock market outlook.</b></p><p><img src=\"https://static.tigerbbs.com/8951bede3bb569bb90267e4bb4b95e62\" tg-width=\"517\" tg-height=\"671\" referrerpolicy=\"no-referrer\">Tianfeng Securities denies involvement in \"market value management\"</p><p>On May 16, in response to Ye Fei's revelation that Tianfeng Securities participated in the market value management of Zhongyuan Home Furnishing, Tianfeng Securities responded to a brokerage Chinese reporter that it had never participated in the related behavior of Zhongyuan Home Furnishing Maintenance market value management mentioned by Ye Fei.</p><p><b>Tianfeng Securities said that the company organized personnel to conduct self-examination, including capital business and self-operated business. The details are as follows:</b></p><p>On the one hand, regarding the investment in Zhongyuan Home Furnishing in the capital business, up to now, all self-operated business accounts and all asset management product accounts managed by asset management subsidiaries do not hold Zhongyuan Home Furnishing shares.</p><p>Looking back at the transaction further, since January 1, 2021, there is no record of trading Zhongyuan Home Furnishing stocks in the asset management product account.</p><p>In terms of the company's fully self-operated accounts, only one quantitative trading strategy account group (2 accounts) has experienced Zhongyuan Home stock trading. After investigation, the trading strategy of this account group is based on quantitative factors for stock selection and does not involve manual active judgment. This account group has traded Zhongyuan Home Furnishing from February 1 to May 11, 2021, but the market value of the highest position during the period is only 370,400 yuan (the time is April 8, 2021). Considering the market value of Zhongyuan Home Furnishing of about 1.5 billion, the aforementioned transactions cannot affect its secondary market price or market value.</p><p>On the other hand, regarding the self-operated business and the situation of Zhongyuan Home Furnishing, the main responsible personnel of the self-operated business were inquired and verified, and the relevant responsible persons all indicated that they had not received Ye Fei's statement that any relevant party had contacted him to pay for the purchase of Zhongyuan Home Furnishing stocks. Therefore, the relevant We Media report of Tianfeng Securities about the market value management of Zhongyuan Home Furnishing is untrue.</p><p><b>As of press time, Minsheng Securities and Shenwan Hongyuan Securities have not yet responded to Ye Fei's revelation.</b></p><p>Several listed companies deny</p><p>After Ye Fei broke the news, the raging \"market value management\" incident aroused widespread concern in the capital market and also attracted quick action by regulatory authorities.</p><p>On May 14th, the spokesperson of the China Securities Regulatory Commission answered a reporter's question about the media report of a Weibo big V breaking the news. The China Securities Regulatory Commission has started to investigate the relevant accounts and issued a \"Supervision Work Letter\" to the company, requiring the company to conduct self-examination and truthfully disclose the relevant information. The dispatched office has interviewed the company and relevant parties and started the verification procedure.</p><p><b>The China Securities Regulatory Commission stated that it has always adhered to a \"zero tolerance\" attitude towards market manipulation and insider trading in the name of market value management, and severely investigated and dealt with it in accordance with the law. Those suspected of committing crimes will be promptly transferred to public security organs. Once listed companies and actual controllers, private equity funds, public funds and other relevant institutions are found to engage in or participate in relevant illegal activities, they will be investigated to the end, severely punished according to law, and announced to the public in a timely manner.</b></p><p>Among them, on May 13 and May 14,<b>Zhongyuan Home</b>And<b>Oriental fashion</b>Both have received regulatory work letters from the Shanghai Stock Exchange, requiring the company to verify relevant media reports and respond in a timely manner. And<b>ST Huayu, Haozhi Electromechanical, LONGi Machinery, Visionox</b>We have also received letters of concern from the exchange one after another.</p><p><b>However, regarding the \"market value management\" revealed by Ye Fei, Zhongyuan Home Furnishing and Oriental Fashion, which received the regulatory work letter, have issued announcements to deny it.</b></p><p>May 13th,<b>Zhongyuan Home</b>According to the announcement, after self-examination, since the listing, the company, controlling shareholders, actual controllers, directors, supervisors and senior managers have not directly or orally or in writing entrusted relevant parties to purchase the company's shares and carry out \"market value management\", and the actual controllers, directors, supervisors and senior managers of the company have not contacted or met Pu Moumou and Ye Fei.</p><p><b>Oriental fashion</b>It means that after the company's internal self-examination and consultation of the company's controlling shareholder, actual controller, company directors, supervisors and senior managers, the company, controlling shareholder, actual controller, directors, supervisors and senior managers have not directly or through a third party entrusted the relevant party to purchase the company's shares orally or in writing to carry out \"market value management\", and the company's actual controller, company directors, supervisors and senior managers have not contacted \"Ye Fei\" and its \"Huaibei Yitian Investment Co., Ltd.\"</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"601162":"天风证券","603709":"中源家居"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135816679","content_text":"近日,资本圈频繁被昔日私募冠军叶飞的爆料刷屏。拥有百万粉丝的微博大V叶飞(@叶飞私募冠军直说)自曝称,上市公司中源家居(603709.SH)进行“市值管理”,而且操盘方赖账,没有按照约定给下家付款,并认为所谓“市值管理”更像是上市公司与操盘方、基金券商等机构的联合坐庄操纵。5月15日,叶飞更是在微博和抖音进行直播,与粉丝互动二级市场股市故事,在直播中,叶飞点名了包括众应互联(现*ST众应)、华钰矿业(现ST华钰)、维信诺、昊志机电、东方时尚和隆基机械多家上市公司。叶飞在爆料中还提及申万宏源证券、民生证券、天风证券等券商机构。网上消息真真假假,目前尚未给出实锤证据。5月16日,天风证券相关人士回应券商中国记者表示,公司从未参与过叶飞所述中源家居维护市值管理的相关行为,自营和资管部门2021年也未发生过疑似中源家居市值管理相关的股票交易记录,自媒体大V所言存在不实。截至发稿时,中源家居、东方时尚和天风证券已有回应,申万宏源证券和民生证券尚未正式发声。私募大V爆料称:18家上市公司4家券商卷入5月14日,叶飞曾在微博上表示,“今天心情不错,看了一下材料,计划爆料18家上市公司,只多不少!一周一家!”5月15日,在直播中,除了中源家居,叶飞还点名多家上市公司,包括众泰汽车、众应互联、华钰矿业(现ST华钰)、维信诺、昊志机电、法兰泰克、东方时尚和隆基机械。这些公司也被股民调侃为“叶飞概念股”。值得一提的是,5月15日,叶飞还接受成都媒体“红星资本局”专访,还原“市值管理”事件的整个来龙去脉。据叶飞讲述,盘方的代表人员为蒲某某,叶飞的上家是申万宏源证券旗下一营业部的刘某。叶飞的下家是管某,以前是恒泰证券的。管某安排民生证券买1500万元中源家居的股票,安排天风证券买1500万元。结果因为跌停只买了1543万元,还有1500万人家没敢买。叶飞在采访中,一共提及了至少4家券商,除了此前的申万宏源证券,还包括民生证券、恒泰证券和天风证券,声称这些券商涉及相关上市公司的“市值管理”。叶飞还称,管某已经从恒泰证券离职,而民生证券相关人员也已经被停职。值得注意的是,微博拥有百万粉丝的叶飞,亦是一位掌握传播技巧的“新媒体人”。在5月15日直播中,他为了加强与粉丝互动,竟然找了两位女士在身后站台,画风与此前相比区别较大,在直播中天马行空谈及市值管理以及股票后市看法等。天风证券否认参与“市值管理”5月16日,针对叶飞爆料天风证券参与中源家居市值管理一事,天风证券向券商中国记者回应称,从未参与过叶飞所述中源家居维护市值管理的相关行为。天风证券表示,公司组织人员进行了自查,包括资金业务和自营业务具体情况如下:一方面,关于资金业务中投资中源家居情况,截至目前,全部自营业务账户和资管子公司所管理的所有资管产品账户均未持有中源家居股票。进一步回溯交易,2021年1月1日至今,资管产品账户未存在交易过中源家居股票的记录。公司全自营账户方面,仅1个量化交易策略账户组(2个账户)发生过中源家居股票交易。经查,该账户组交易策略基于量化因子选股,不涉及人工的主动判断,该账户组在2021年2月1日至5月11日期间曾交易过中源家居,但期间最高持仓市值仅37.04万元(时间为2021年4月8日),考虑中源家居15亿左右的市值规模,前述交易无法对其二级市场价格或市值情况产生影响。另一方面,关于自营业务与中源家居情况,对自营业务的主要负责人员均进行了问询核实,相关负责人均表示未收到过叶飞所述有相关方曾联系其付费购买中源家居股票的情况,因此,相关自媒体报道天风证券关于中源家居市值管理情况不实。截至发稿时,民生证券和申万宏源证券尚未对叶飞爆料的情况进行回应。多家上市公司否认叶飞爆料后,沸沸扬扬的“市值管理”事件引发资本市场广泛关注,也引来监管部门快速行动。5月14日,证监会新闻发言人就媒体报道某微博大V爆料事件答记者问,证监会已启动排查相关账户,向公司发出《监管工作函》,要求公司进行自查,并如实披露相关情,派出机构已约谈公司及相关各方,并启动核查程序。证监会表示,对于以市值管理之名实施操纵市场、内幕交易等行为,始终秉持“零容忍”态度,依法予以严肃查处,涉嫌犯罪的,及时移送公安机关。一旦发现上市公司及实控人、私募基金、公募基金等相关机构从事或参与相关违法违规活动,将一查到底、依法严惩,并及时向社会公布。其中,5月13日和5月14日,中源家居和东方时尚均收到来自上交所的监管工作函,要求 公司对相关媒体报道事项予以核实,并及时回应。而ST华钰、昊志机电、隆基机械、维信诺也相继收到交易所关注函。不过,对于叶飞爆料的“市值管理”一事,收到监管工作函的中源家居、东方时尚已经发布公告予以否认。5月13日,中源家居公告称,经自查,自上市以来,公司、控股股东、实际控制人、董事、监事、高级管理人员均未直接或通过第三方以口头或书面形式委托有关盘方购买公司股票,开展“市值管理”,公司实际控制人、公司董事、监事、高级管理人员也未接触或与蒲某某、叶飞相识。东方时尚表示,经公司内部自查及征询公司控股股东、实际控制人、公司董事、监事、 高级管理人员,公司、控股股东、实际控制人、董事、监事、高级管理人员均未直接或通过第三方以口头或书面形式委托有关盘方购买公司股票,开展“市值管 理”,公司实际控制人、公司董事、监事、高级管理人员也未接触“叶飞”及其 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23:20","market":"us","language":"zh","title":"[Change] WSB concept stocks add new recruits, Tilray rose more than 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121892129","media":"老虎资讯综合","summary":"5月28日,大麻股Tilray涨超7%,盘中一度涨超9%;在Reddit的WSB论坛上,该股已经成为十大热门股票之一。","content":"<p>On May 28, marijuana stock Tilray rose by more than 7%, and once rose by more than 9% during the session; The stock has become one of the top 10 trending stocks on Reddit's WSB forum.</p><p><img src=\"https://static.tigerbbs.com/f718869821fd59d0ea632e1dc2dfa48d\" tg-width=\"840\" tg-height=\"470\" 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>[Change] WSB concept stocks add new recruits, Tilray rose more than 7%</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{ 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#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\">\n[Change] WSB concept stocks add new recruits, Tilray rose more than 7%\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\">2021-05-28 23:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On May 28, marijuana stock Tilray rose by more than 7%, and once rose by more than 9% during the session; The stock has become one of the top 10 trending stocks on Reddit's WSB forum.</p><p><img src=\"https://static.tigerbbs.com/f718869821fd59d0ea632e1dc2dfa48d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec51452295ac0124dcdc8a4db5658674","relate_stocks":{"TLRY":"Tilray Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121892129","content_text":"5月28日,大麻股Tilray涨超7%,盘中一度涨超9%;在Reddit的WSB论坛上,该股已经成为十大热门股票之一。","news_type":1,"symbols_score_info":{"TLRY":0.9}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134868486,"gmtCreate":1622216233345,"gmtModify":1704181763662,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/134868486","repostId":"1179839264","repostType":4,"repost":{"id":"1179839264","kind":"news","pubTimestamp":1622215741,"share":"https://ttm.financial/m/news/1179839264?lang=en_US&edition=fundamental","pubTime":"2021-05-28 23:29","market":"us","language":"zh","title":"The ideal is slow, so I have to \"pile materials\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1179839264","media":"连线出行","summary":"一场发布会、一份成绩单,让理想汽车成为了五月末汽车圈中的焦点。时隔三年多,理想汽车CEO李想再次站到了演讲台中央。本周三晚,在北京研发总部举行2021理想汽车春季发布会,李想发布了2021款理想ONE","content":"<p>A press conference and a report card made Li Auto the focus of the automotive circle at the end of May.</p><p>After more than three years, Li Auto CEO Li Xiang once again stood in the center of the podium. This Wednesday night, the 2021 Li Auto Spring Conference was held at the Beijing R&D headquarters. Li Xiang released the 2021 Ideal ONE, which is also an important upgrade and facelift of the Ideal ONE released in 2019.<img src=\"https://static.tigerbbs.com/07c11b172ab82e165ba6f156f284420e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">Li Auto CEO Li Xiang releases new Ideal ONE</p><p>Compared with the old model, the 2021 Ideal ONE has made corresponding adjustments and upgrades in terms of extended-range structure, vehicle interior and appearance and other hardware parts, and automatic assisted driving software and hardware.</p><p>After the model was released, it received some praise and some doubts. Some people feel that Ideal's new model is more competitive, while others feel that Ideal is losing its character and becoming mediocre.</p><p>Li Auto chose a maverick path at the beginning of its establishment-when many car companies chose the pure electric route, they chose the extended-range route in another way, and said that they would further optimize the system to make the ideal ONE a \"smart electric vehicle that satisfies consumers\".</p><p>In this upgrade, Ideal only made minor changes to the extended-range system, but piled up materials in automatic assisted driving. It not only added an 8-megapixel camera and multiple millimeter-wave radars, but also launched NOA and Ideal OS and other software systems.</p><p>Even so, the upgraded Ideal ONE does not have much advantage over its competitors in terms of autonomous driving.</p><p>This upgrade also caused dissatisfaction among some car owners. Some new car owners said that they just bought the old model not long ago, and now the 2021 model has been released. The configuration has been upgraded a lot, and the price is only 10,000 more expensive than the old model.</p><p>However, for Ideal, it has to do this. Faced with fierce competition, it is under a lot of pressure and needs to rely on an upgrade to attract consumers.</p><p>Just the day after the press conference, Ideal released financial data for the first quarter of 2021. The data showed that in the first quarter of this year, Ideal achieved revenue of 3.85 billion yuan, a year-on-year increase of 319.8%, but a quarter-on-quarter decrease of 14.6%; In terms of net profit, after achieving a small profit in the fourth quarter of last year, Ideal returned to a loss of 360 million yuan in the first quarter of this year.<img src=\"https://static.tigerbbs.com/1f953ef07e3c16565033e233e5d6fd01\" tg-width=\"903\" tg-height=\"676\" referrerpolicy=\"no-referrer\">Li Auto's performance in the first quarter of 2021, screenshot from financial report</p><p>Even the gross profit margin that Ideal is proud of only increased by 0.2%, falling from the first place among the \"three car-making brothers\" to the second position. In addition, in terms of cash equivalents, it also fell from the top of the three brothers to the bottom.</p><p>As far as Li Xiang, a product manager, is concerned, he naturally understands this development logic. However, for Li Auto, which has been trapped in the rapid development of its industry and is a few steps slow in terms of the number of models and technology, stacking may be the most convenient way to attract consumers.</p><p>So, will stacking materials make the ideal lose its character, or will it be more competitive?</p><p>Can the new Ideal ONE \"fight\"?</p><p>\"How to build a smart electric car that makes the family happier?\"</p><p>After taking out a series of foreshadowings such as car owner evaluations and good-looking sales report cards, Li Xiang may have felt that the atmosphere of the press conference had also been adjusted to the best state, so he used this sentence to make the press conference smoothly transition to the official release link.</p><p>People who are familiar with Ideal will remember that at the press conference of Ideal ONE's debut three years ago, Li Xiang used a similar sentence as the opening quotation, and said that he would use the extended range to make a range-free, family-friendly electric vehicle for consumers to realize his ideal of making an electric vehicle.<img src=\"https://static.tigerbbs.com/b9f5e3a055121dd0ad37c25a5112717e\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">2018 Ideal Press Conference, Source Li Auto Official Weibo</p><p>At that time, due to the choice of extended range, which is different from the pure electric route, as the power mode, Ideal became an \"heterogeneous\" in the industry. Despite this, after ideal shows consumer-centered product design, some consumers have become fans of this car company.</p><p>\"Compared with the press conferences of other car companies, the ideal press conference at that time felt like communicating with consumers, rather than simply releasing products. Based on this, I think the ideal press conference has characteristics.\" Fang Hui, the owner of Ideal ONE, said this to Connected Travel.</p><p>Three years later, although Li Xiang still said the same things, times have changed, and at this press conference, Ideal began to learn from competing products and started piling up materials.</p><p>In Fang Hui's view, Ideal's press conference is not much different from that of other car companies.</p><p>The software and hardware upgrade of automatic assisted driving has become the focus of this conference, and Li Xiang spent almost half of the conference introducing it.</p><p>First of all, in terms of autonomous driving chips, the new Ideal ONE is not equipped with the Mobileye Q4 chip that has been used all the time, but has been replaced with the Journey 3 chip from Horizon. From the perspective of computing power alone, the total computing power of the new Ideal ONE It is 10TOPS, which doubles the computing power of the old model.</p><p>However, if its computing power is compared at the industry level, it is slightly insufficient.</p><p>Looking at the entire industry, Tesla took the lead in realizing self-developed chips. The computing power of its FSD HW3.0 chip has reached 144TOPS. Although Nio and XPeng still use Nvidia's chips, the total computing power of ET7 and P7 has also reached 1016TOPS and 30TOPS.<img src=\"https://static.tigerbbs.com/7171e2c54dbbd457657e24a3f99264c6\" tg-width=\"1061\" tg-height=\"246\" referrerpolicy=\"no-referrer\">The chip situation of Tesla, Nio, XPeng and Ideal models, the data comes from public information, connected travel mapping</p><p>\"Chips represent the computing power of vehicles and the ability to deal with problems. It has become an industry consensus that car companies pay attention to chips.\" Zhao Qiang, an expert from the Industrial Information Automotive Research Think Tank, told Future Automobile Daily.</p><p>For the arms race of autonomous driving, in addition to chips, the supporting hardware is also crucial. In order to seize the leading position, XPeng took the lead in adopting the lidar solution in the new P5 model. The number of vehicle sensors reached 32, and Nio surpassed it, equipping the ET7 with 33 high-performance sensing hardware.</p><p>Under this competitive landscape, Ideal has also started the stacking mode.</p><p>According to the official introduction, the new Ideal ONE uses the world's first mass-produced and delivered 8-megapixel visual recognition camera, and the recognition accuracy can reach 4K level. In terms of millimeter-wave radars, the number has also been increased from the previous one to five.</p><p>Overall, the number of sensors in the 2021 Ideal ONE has reached 22, which is far behind Nio and XPeng.</p><p>In addition, in terms of software, Ideal also launched its own software system at this conference for the NOA (navigation on autopilot) function used by Tesla, Nio and XPeng.</p><p>It is worth noting that the ideal NOA function is also paired with the high-precision map provided by Amap, allowing its functions to cover scenarios including passing ramps, tunnels, automatic lane changes, overtaking, etc. However, this function needs to wait until September this year to achieve standard configuration through OTA upgrade.<img src=\"https://static.tigerbbs.com/f093ae5e37ed31f3ff66e7fe8836395a\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\">Ideal NOA, picture source Li Auto official Weibo</p><p>Compared with the software and hardware upgrades of the automatic assisted driving function of stacking materials, Ideal has only made small-scale and unsatisfactory adjustments to other hardware aspects.</p><p>For the 2021 Ideal ONE, the 1.2 T three-cylinder engine from domestically produced Dongan Power is retained in terms of power system, and only the motor is replaced with a three-in-ONE motor. Due to the smaller size of the motor, some space is saved for the vehicle's fuel tank, and the volume of the fuel tank is expanded from the previous 45 liters to 55 liters.</p><p>In addition to volume, in terms of fuel consumption, Li Xiang also said that efficiency has been optimized, so that in fuel mode, the thermal engine fuel consumption under NEDC working conditions has been reduced from 8.3 L/100km of the old model to 6.05 L/100km.</p><p>Due to the characteristics of extended range, this upgrade has also greatly improved the cruising range.</p><p>According to Li Xiang, the cruising range of the vehicle under NEDC conditions has increased from the previous 800 kilometers to 1,080 kilometers, and the cruising range under more demanding WLTC conditions has also increased from the old model's 620 kilometers to 890 kilometers. Regarding this upgrade, Li Xiang said confidently: \"The new Ideal ONE is definitely top-notch among four-wheel drive medium and large SUVs.\"</p><p>Although Li Xiang is satisfied with it, the old car owners don't buy it. According to Wired Travel, the ideal old 1.2 T three-cylinder engine has always been the focus of old car owners' complaints-when the vehicle speed reaches more than 120km/h, the \"roar\" of the three-cylinder engine, together with tire noise and wind noise, will have a greater impact on the quietness of the cabin.</p><p>As a result, many ideal car owners will report this situation to ideal officials, hoping to improve this problem. But for now, Ideal has not improved this problem in the facelifted model.</p><p>In addition, Ideal has also made some adjustments to the steering wheel, seats and interior space.</p><p>The buttons on the new steering wheel have been adjusted from the original Xiaomi remote control to the chrome-plated and toggle design with the same specifications as Mercedes-Benz, which is more refined than the old model in terms of look and feel.</p><p>In terms of seats, the new Ideal ONE adds seat massage and electric lumbar support designs to the first and second rows of seats, and thickens the filling in the seats, which improves the riding experience to a certain extent. In addition, the 2021 Ideal ONE will only have a 6-seat version, and the 7-seat version will be cancelled.</p><p>On the eve of the press conference, the audience was pleasantly surprised to find that after a lot of materials, the final price of the 2021 Ideal ONE was only 10,000 yuan higher than that of the old model, which caused the audience to fall into cheers.<img src=\"https://static.tigerbbs.com/3307a23dca59856293fdb7390c438f3b\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE price</p><p>However, the ideal of just releasing a new model is also very challenging and stressful.</p><p>New report card, color geometry?</p><p>Once upon a time, the ideal performance data was still standing on the altar.</p><p>According to Ideal's public data, in the first quarter after the official release of Ideal ONE, that is, the first quarter of 2020, Ideal took the lead in achieving a positive gross profit margin of 8.02% among the \"three car-making brothers\". At that time, Nio and XPeng's gross profit margins during the same period were still negative,-12.21% and-4.82% respectively.</p><p>Then, in the fourth quarter of last year, Ideal once again took the lead in achieving a small profit than Nio and XPeng. According to the ideal financial report data, the net profit in Q4 2020 turned positive to 108 million yuan, and the gross profit margin continued to maintain the first place among the three companies at 17.47%.<img src=\"https://static.tigerbbs.com/423b24315b5a321077fbef96d1030b23\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\">Q4 net profit and gross profit margin of Li Auto, Nio and XPeng Automobile in 2020, data from Wind, connected travel mapping</p><p>In contrast, Nio and XPeng had net losses of 1.492 billion yuan and 787 million yuan in Q4 2020. Because of this gap, after Ideal released financial data at the end of February this year, its stock price once soared by more than 11%, and car companies also became the focus of attention in the industry at that time.</p><p>However, with the release of the financial report for the first quarter of this year, the ideal performance began to step down from the altar.</p><p>According to the ideal financial report data, the revenue in the first quarter of 2021 will be 3.58 billion yuan, an increase of 319.8% compared with the same period in 2020; In terms of net loss, it reached 360 million yuan in the first quarter of this year, an increase of 366.9% year-on-year.</p><p>If we look at the month-on-month data, Ideal shows a downward trend in terms of revenue and net profit. Data shows that revenue fell by 13.79% from the fourth quarter of last year, and net profit fell by 434.71% from the fourth quarter of last year. This is also the second time that Ideal has turned into a loss after making a small profit in the fourth quarter of last year.</p><p>Compared with Ideal's decline in both revenue and net profit, Nio and XPeng performed better.</p><p>According to Wind data, Nio's revenue in the first quarter of this year was 6.641 billion yuan, a quarter-on-quarter increase of 20.2%; XPeng's corresponding revenue was 2.951 billion yuan, a month-on-month increase of 3.49%. In terms of net profit, although Nio and XPeng are still at a loss, they have narrowed by 0.11% compared with XPeng, and Nio has narrowed by 68.2%.</p><p>The reason for the decline in both ideal revenue and net profit has a lot to do with the decline in sales. Although 125.79 million Ideal ONEs were delivered in the first quarter of this year, it decreased by 13% compared with the fourth quarter of last year; On the other hand, Nio and XPeng delivered 20,060 vehicles and 13,340 vehicles in the first quarter, an increase of 15.6% and 2.9% respectively.</p><p>Compared with the financial report data of the \"Three Brothers\", the gross profit margin that Ideal has always been proud of is also losing its advantage.</p><p>In the first quarter of 2021, the gross profit margins of Ideal, Nio and XPeng were 17.25%, 19.48% and 11.18% respectively. It can be seen that the gross profit margin of Ideal has dropped from the first of the three in the fourth quarter of last year to the second place. Not only that, Ideal is also one of the three car companies whose gross profit margin has declined.<img src=\"https://static.tigerbbs.com/3e98a0d2d86ae980f166885ae3675ad2\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Gross profit margins of Nio, XPeng Automobile and Li Auto in 2020Q4 and 2021Q1, data comes from financial reports, online travel mapping</p><p>The gross profit margins of Nio and XPeng in the first quarter increased by 69% and 51.5% respectively compared with the fourth quarter of last year, while the gross profit margins of Ideal in the first quarter decreased by 1.3%.</p><p>Regarding the decline in gross profit margin, the ideal official explained in the financial report that it was due to the decline in the average selling price caused by the promotional activities carried out in the first quarter of this year. But from the perspective of the industry, this also has something to do with Ideal's launch of a new version of Ideal ONE. After all, it is necessary to catch up with the June release plan. The production of this model has already started in the first quarter, and its stacking has pushed up to a certain extent. overall cost.</p><p>The cost has become higher, but also because of the increase in research and development expenses.</p><p>According to financial report data, ideal research and development expenses in the first quarter of 2021 were 514.5 million yuan, an increase of 37.5% from 374.2 million yuan in the fourth quarter of last year. In contrast, Nio's R&D expenses in the first quarter were 687 million yuan, a decrease of 17.1% from the previous quarter; XPeng's same expenses in the first quarter were 535 million yuan, a year-on-year increase of 16.3%.</p><p>In this regard, the ideal explanation is that the company has increased its investment in new models and personnel, which is mainly to supplement the autonomous driving business. According to Li Xiang's introduction at the press conference, the company's autonomous driving team had only 60 people in September last year, but now the team has expanded to 300 people and will increase to 600 people by the end of the year.</p><p>Also significantly increased were selling, general and administrative expenses (hereinafter referred to as the \"three expenses\"). According to financial report data, Ideal's project cost in the first quarter of this year was 509.9 million yuan, an increase of 18.8% from the fourth quarter of last year. In contrast, Nio and XPeng saw a month-on-month decrease of 0.8% and 21% respectively.<img src=\"https://static.tigerbbs.com/377dee369764c199a28fdb65951fd190\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Nio, XPeng Automobile and Li Auto 2020Q4 and 2021Q1 R&D expenses and sales, general and administrative expenses, data comes from financial reports, online travel mapping</p><p>Compared with before, the expenses in these two aspects can be said to have increased considerably, and this growth, in the eyes of the industry, is the ideal beginning to make up for the shortcomings in the field of autonomous driving and sales channels.</p><p>Looking at it now, Ideal is no longer \"stingy\", nor is it the most economical one among the \"three brothers\". Whether it's stacking materials on facelifted models or \"making up lessons\" on autonomous driving and sales channels, Ideal has begun to spend a lot of money on it.</p><p>It can be seen from the financial report data that Ideal's cash equivalent balance in the first quarter of this year was 30.36 billion yuan, while Nio and XPeng's figures were 47.5 billion yuan and 36.2 billion yuan. In contrast, Ideal has become the car company with the least money.</p><p>Such an ending, perhaps the ideal is not like seeing it, but it has to do it.</p><p>Pile materials, make up lessons, have to be done</p><p>What does it mean to launch only one model in three years for the current new energy vehicle industry?</p><p>For this question, many people in the industry gave basically the same answer to Connected Travel-it's slow. It is normal for the industry to have such a view.</p><p>Three years have passed since Ideal released its first model, Ideal ONE, in October 2018. Although it has launched a facelifted Ideal ONE, it cannot hide the embarrassment that it still has only ONE model. Looking back at the other two \"Three Brothers\", Nio has launched four models, followed by XPeng with three models.<img src=\"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE</p><p>In contrast, Ideal is visibly slow in vehicle development. Besides, ideals are also under siege.</p><p>Before December last year, if extended-range technology was to be mentioned, only Ideal had the right to speak in this respect, but with the entry of new players, this pattern was broken. On December 18, 2020, Lantu Automobile released its first model, Lantu FREE. According to the official introduction, this model will use two power solutions: pure electric and extended-range electric.</p><p>By this year, more players have chosen to extend their range. In February this year, Geely Automobile disclosed a patent related to the \"extended-range vehicle control scheme\", which is another move after it announced last year that it would launch extended-range vehicles this year.</p><p>At this year's Shanghai Auto Show, Cyrus also launched its first extended-range electric vehicle, which uses the new \"Hump Intelligent Extended Range System\" jointly developed by it and Huawei.</p><p>Faced with the menacing siege of new entrants such as Geely and Huawei, Li Auto co-founder Shen Yanan speculated that by 2030, there may be less than 10 car brands left in the world, and there will be 3 car companies in the Chinese market. Occupying the vast majority of the share, he hopes that Ideal can become the third one.</p><p>To this end, Ideal has begun to accelerate the research and development of vehicle models.</p><p>According to the ideal plan, starting from 2022, at least two new products will be released every year, so that by 2024, the products will cover the price range of 150,000-500,000 yuan, and the annual sales target will be \"hundreds of thousands of vehicles\". In order to break through, Ideal also stated that it will launch a pure electric model in 2023.</p><p>Looking closely at this timetable, we can find a problem-the new model plan starts as early as 2022, which means that there will be a product \"window period\" this year.</p><p>Ideal naturally saw this problem internally. In order to fill this loophole and attract new consumers at the same time, Ideal launched a facelifted Ideal ONE, and had to spend costs to pile materials for it.</p><p>In addition to being slow in vehicle development, Ideal is also lagging behind in autonomous driving technology, so that it has to start to \"make up lessons\" in this respect.</p><p>In the current field of new energy vehicle manufacturing, intelligence has become an important indicator to measure the capabilities of car companies. Among them, Nio rushed to launch NOP, an automatic driving assistance function based on navigation and high-precision maps, in 2020; XPeng Automobile is famous for its full-stack self-research. It not only delivers NGP with similar functions, but also launches full-scenario voice interaction capabilities in the car.<img src=\"https://static.tigerbbs.com/a0599966b009e5b7c1ad1c78e24afca4\" tg-width=\"1000\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Compared with the full-stack self-research of Nio and XPeng, Ideal is limited by capital reserves and chooses to use suppliers' integrated solutions in both autonomous driving and smart cockpits. In terms of automatic assisted driving, Mobileye's chip algorithm integration solution is adopted; In terms of voice interaction in the smart cockpit, Tencent's products are ideally selected to realize the functions.</p><p>Based on this difference, Ideal was almost in a state of \"losing its voice\" in terms of vehicle intelligence before that.</p><p>The change occurred in the 2021 Ideal ONE, which not only allows the vehicle to achieve NOA and full-scenario voice interaction capabilities with the help of hardware upgrades and high-precision maps; At the same time, after supplementing the R&D team, self-research has been achieved in perception, decision-making and operating system LIOS.</p><p>Through a series of stacking materials and \"remedial lessons\", although Ideal has made up for the previous missing shortcomings to a certain extent, it is undeniable that there is still a gap between Ideal and Nio and XPeng in terms of the number of models and the level of intelligence. Such shortcomings are also reflected in sales channels and production capacity.</p><p>At the end of February this year, Li Auto released an internal company letter, in which it announced its latest strategy-to achieve sales of 1.6 million vehicles in 2025. However, it is difficult to realize this strategy based on the data given by the ideal.</p><p>As of the end of November last year, Ideal had a total of 45 sales centers across the country. According to the announced monthly sales volume of 100 vehicles in a single store in September last year, it will take 29 years to achieve this goal. As a result, Ideal has increased sales and management expenses and accelerated the replenishment of sales channels.</p><p>According to Shen Yanan's statement at the financial report meeting, the number of ideal national sales centers will expand to 200 by the end of the year. According to the current 75 stores, it means that in the remaining half a year, Li Auto will expand its channels at twice the speed.</p><p>In terms of production capacity, to achieve the goal of \"1.6 million vehicles\", the current production capacity of 100,000 vehicles/year is far from enough. According to the financial report, the new workshop of Li Auto Changzhou factory is expected to be completed in 2022, when the annual production capacity will increase to 200,000 vehicles.<img src=\"https://static.tigerbbs.com/d74b6f08de9cf7ea571fe46658b296c1\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Changzhou factory, Li Auto, source Li Auto official Weibo</p><p>In contrast, Nio and XPeng currently have 234 and 178 stores nationwide respectively, and the number of both stores will reach about 300 by the end of this year. In terms of production capacity, Nio's current production capacity is 120,000 vehicles/year, and it is still expanding new factories. After production, the production capacity will reach 1 million vehicles/year, while XPeng will reach 400,000 vehicles/year by the end of this year.</p><p>Perhaps to make up for the production capacity gap, according to Future Auto Daily, Ideal is also trying to take over the Beijing Hyundai No. 1 factory that has been shut down for two years. Subsequently, the ideal side quickly responded with \"no news received, no comment\".</p><p>Looking at it now, piling up materials and making up lessons is what ideal has to do. For the industry that has become a red ocean at present, the ideal needs to be faster.</p>","source":"lsy1608175660462","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>The ideal is slow, so I have to \"pile materials\"</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\">\nThe ideal is slow, so I have to \"pile materials\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">连线出行</strong><span class=\"h-time small\">2021-05-28 23:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A press conference and a report card made Li Auto the focus of the automotive circle at the end of May.</p><p>After more than three years, Li Auto CEO Li Xiang once again stood in the center of the podium. This Wednesday night, the 2021 Li Auto Spring Conference was held at the Beijing R&D headquarters. Li Xiang released the 2021 Ideal ONE, which is also an important upgrade and facelift of the Ideal ONE released in 2019.<img src=\"https://static.tigerbbs.com/07c11b172ab82e165ba6f156f284420e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">Li Auto CEO Li Xiang releases new Ideal ONE</p><p>Compared with the old model, the 2021 Ideal ONE has made corresponding adjustments and upgrades in terms of extended-range structure, vehicle interior and appearance and other hardware parts, and automatic assisted driving software and hardware.</p><p>After the model was released, it received some praise and some doubts. Some people feel that Ideal's new model is more competitive, while others feel that Ideal is losing its character and becoming mediocre.</p><p>Li Auto chose a maverick path at the beginning of its establishment-when many car companies chose the pure electric route, they chose the extended-range route in another way, and said that they would further optimize the system to make the ideal ONE a \"smart electric vehicle that satisfies consumers\".</p><p>In this upgrade, Ideal only made minor changes to the extended-range system, but piled up materials in automatic assisted driving. It not only added an 8-megapixel camera and multiple millimeter-wave radars, but also launched NOA and Ideal OS and other software systems.</p><p>Even so, the upgraded Ideal ONE does not have much advantage over its competitors in terms of autonomous driving.</p><p>This upgrade also caused dissatisfaction among some car owners. Some new car owners said that they just bought the old model not long ago, and now the 2021 model has been released. The configuration has been upgraded a lot, and the price is only 10,000 more expensive than the old model.</p><p>However, for Ideal, it has to do this. Faced with fierce competition, it is under a lot of pressure and needs to rely on an upgrade to attract consumers.</p><p>Just the day after the press conference, Ideal released financial data for the first quarter of 2021. The data showed that in the first quarter of this year, Ideal achieved revenue of 3.85 billion yuan, a year-on-year increase of 319.8%, but a quarter-on-quarter decrease of 14.6%; In terms of net profit, after achieving a small profit in the fourth quarter of last year, Ideal returned to a loss of 360 million yuan in the first quarter of this year.<img src=\"https://static.tigerbbs.com/1f953ef07e3c16565033e233e5d6fd01\" tg-width=\"903\" tg-height=\"676\" referrerpolicy=\"no-referrer\">Li Auto's performance in the first quarter of 2021, screenshot from financial report</p><p>Even the gross profit margin that Ideal is proud of only increased by 0.2%, falling from the first place among the \"three car-making brothers\" to the second position. In addition, in terms of cash equivalents, it also fell from the top of the three brothers to the bottom.</p><p>As far as Li Xiang, a product manager, is concerned, he naturally understands this development logic. However, for Li Auto, which has been trapped in the rapid development of its industry and is a few steps slow in terms of the number of models and technology, stacking may be the most convenient way to attract consumers.</p><p>So, will stacking materials make the ideal lose its character, or will it be more competitive?</p><p>Can the new Ideal ONE \"fight\"?</p><p>\"How to build a smart electric car that makes the family happier?\"</p><p>After taking out a series of foreshadowings such as car owner evaluations and good-looking sales report cards, Li Xiang may have felt that the atmosphere of the press conference had also been adjusted to the best state, so he used this sentence to make the press conference smoothly transition to the official release link.</p><p>People who are familiar with Ideal will remember that at the press conference of Ideal ONE's debut three years ago, Li Xiang used a similar sentence as the opening quotation, and said that he would use the extended range to make a range-free, family-friendly electric vehicle for consumers to realize his ideal of making an electric vehicle.<img src=\"https://static.tigerbbs.com/b9f5e3a055121dd0ad37c25a5112717e\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">2018 Ideal Press Conference, Source Li Auto Official Weibo</p><p>At that time, due to the choice of extended range, which is different from the pure electric route, as the power mode, Ideal became an \"heterogeneous\" in the industry. Despite this, after ideal shows consumer-centered product design, some consumers have become fans of this car company.</p><p>\"Compared with the press conferences of other car companies, the ideal press conference at that time felt like communicating with consumers, rather than simply releasing products. Based on this, I think the ideal press conference has characteristics.\" Fang Hui, the owner of Ideal ONE, said this to Connected Travel.</p><p>Three years later, although Li Xiang still said the same things, times have changed, and at this press conference, Ideal began to learn from competing products and started piling up materials.</p><p>In Fang Hui's view, Ideal's press conference is not much different from that of other car companies.</p><p>The software and hardware upgrade of automatic assisted driving has become the focus of this conference, and Li Xiang spent almost half of the conference introducing it.</p><p>First of all, in terms of autonomous driving chips, the new Ideal ONE is not equipped with the Mobileye Q4 chip that has been used all the time, but has been replaced with the Journey 3 chip from Horizon. From the perspective of computing power alone, the total computing power of the new Ideal ONE It is 10TOPS, which doubles the computing power of the old model.</p><p>However, if its computing power is compared at the industry level, it is slightly insufficient.</p><p>Looking at the entire industry, Tesla took the lead in realizing self-developed chips. The computing power of its FSD HW3.0 chip has reached 144TOPS. Although Nio and XPeng still use Nvidia's chips, the total computing power of ET7 and P7 has also reached 1016TOPS and 30TOPS.<img src=\"https://static.tigerbbs.com/7171e2c54dbbd457657e24a3f99264c6\" tg-width=\"1061\" tg-height=\"246\" referrerpolicy=\"no-referrer\">The chip situation of Tesla, Nio, XPeng and Ideal models, the data comes from public information, connected travel mapping</p><p>\"Chips represent the computing power of vehicles and the ability to deal with problems. It has become an industry consensus that car companies pay attention to chips.\" Zhao Qiang, an expert from the Industrial Information Automotive Research Think Tank, told Future Automobile Daily.</p><p>For the arms race of autonomous driving, in addition to chips, the supporting hardware is also crucial. In order to seize the leading position, XPeng took the lead in adopting the lidar solution in the new P5 model. The number of vehicle sensors reached 32, and Nio surpassed it, equipping the ET7 with 33 high-performance sensing hardware.</p><p>Under this competitive landscape, Ideal has also started the stacking mode.</p><p>According to the official introduction, the new Ideal ONE uses the world's first mass-produced and delivered 8-megapixel visual recognition camera, and the recognition accuracy can reach 4K level. In terms of millimeter-wave radars, the number has also been increased from the previous one to five.</p><p>Overall, the number of sensors in the 2021 Ideal ONE has reached 22, which is far behind Nio and XPeng.</p><p>In addition, in terms of software, Ideal also launched its own software system at this conference for the NOA (navigation on autopilot) function used by Tesla, Nio and XPeng.</p><p>It is worth noting that the ideal NOA function is also paired with the high-precision map provided by Amap, allowing its functions to cover scenarios including passing ramps, tunnels, automatic lane changes, overtaking, etc. However, this function needs to wait until September this year to achieve standard configuration through OTA upgrade.<img src=\"https://static.tigerbbs.com/f093ae5e37ed31f3ff66e7fe8836395a\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\">Ideal NOA, picture source Li Auto official Weibo</p><p>Compared with the software and hardware upgrades of the automatic assisted driving function of stacking materials, Ideal has only made small-scale and unsatisfactory adjustments to other hardware aspects.</p><p>For the 2021 Ideal ONE, the 1.2 T three-cylinder engine from domestically produced Dongan Power is retained in terms of power system, and only the motor is replaced with a three-in-ONE motor. Due to the smaller size of the motor, some space is saved for the vehicle's fuel tank, and the volume of the fuel tank is expanded from the previous 45 liters to 55 liters.</p><p>In addition to volume, in terms of fuel consumption, Li Xiang also said that efficiency has been optimized, so that in fuel mode, the thermal engine fuel consumption under NEDC working conditions has been reduced from 8.3 L/100km of the old model to 6.05 L/100km.</p><p>Due to the characteristics of extended range, this upgrade has also greatly improved the cruising range.</p><p>According to Li Xiang, the cruising range of the vehicle under NEDC conditions has increased from the previous 800 kilometers to 1,080 kilometers, and the cruising range under more demanding WLTC conditions has also increased from the old model's 620 kilometers to 890 kilometers. Regarding this upgrade, Li Xiang said confidently: \"The new Ideal ONE is definitely top-notch among four-wheel drive medium and large SUVs.\"</p><p>Although Li Xiang is satisfied with it, the old car owners don't buy it. According to Wired Travel, the ideal old 1.2 T three-cylinder engine has always been the focus of old car owners' complaints-when the vehicle speed reaches more than 120km/h, the \"roar\" of the three-cylinder engine, together with tire noise and wind noise, will have a greater impact on the quietness of the cabin.</p><p>As a result, many ideal car owners will report this situation to ideal officials, hoping to improve this problem. But for now, Ideal has not improved this problem in the facelifted model.</p><p>In addition, Ideal has also made some adjustments to the steering wheel, seats and interior space.</p><p>The buttons on the new steering wheel have been adjusted from the original Xiaomi remote control to the chrome-plated and toggle design with the same specifications as Mercedes-Benz, which is more refined than the old model in terms of look and feel.</p><p>In terms of seats, the new Ideal ONE adds seat massage and electric lumbar support designs to the first and second rows of seats, and thickens the filling in the seats, which improves the riding experience to a certain extent. In addition, the 2021 Ideal ONE will only have a 6-seat version, and the 7-seat version will be cancelled.</p><p>On the eve of the press conference, the audience was pleasantly surprised to find that after a lot of materials, the final price of the 2021 Ideal ONE was only 10,000 yuan higher than that of the old model, which caused the audience to fall into cheers.<img src=\"https://static.tigerbbs.com/3307a23dca59856293fdb7390c438f3b\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE price</p><p>However, the ideal of just releasing a new model is also very challenging and stressful.</p><p>New report card, color geometry?</p><p>Once upon a time, the ideal performance data was still standing on the altar.</p><p>According to Ideal's public data, in the first quarter after the official release of Ideal ONE, that is, the first quarter of 2020, Ideal took the lead in achieving a positive gross profit margin of 8.02% among the \"three car-making brothers\". At that time, Nio and XPeng's gross profit margins during the same period were still negative,-12.21% and-4.82% respectively.</p><p>Then, in the fourth quarter of last year, Ideal once again took the lead in achieving a small profit than Nio and XPeng. According to the ideal financial report data, the net profit in Q4 2020 turned positive to 108 million yuan, and the gross profit margin continued to maintain the first place among the three companies at 17.47%.<img src=\"https://static.tigerbbs.com/423b24315b5a321077fbef96d1030b23\" tg-width=\"1080\" tg-height=\"580\" referrerpolicy=\"no-referrer\">Q4 net profit and gross profit margin of Li Auto, Nio and XPeng Automobile in 2020, data from Wind, connected travel mapping</p><p>In contrast, Nio and XPeng had net losses of 1.492 billion yuan and 787 million yuan in Q4 2020. Because of this gap, after Ideal released financial data at the end of February this year, its stock price once soared by more than 11%, and car companies also became the focus of attention in the industry at that time.</p><p>However, with the release of the financial report for the first quarter of this year, the ideal performance began to step down from the altar.</p><p>According to the ideal financial report data, the revenue in the first quarter of 2021 will be 3.58 billion yuan, an increase of 319.8% compared with the same period in 2020; In terms of net loss, it reached 360 million yuan in the first quarter of this year, an increase of 366.9% year-on-year.</p><p>If we look at the month-on-month data, Ideal shows a downward trend in terms of revenue and net profit. Data shows that revenue fell by 13.79% from the fourth quarter of last year, and net profit fell by 434.71% from the fourth quarter of last year. This is also the second time that Ideal has turned into a loss after making a small profit in the fourth quarter of last year.</p><p>Compared with Ideal's decline in both revenue and net profit, Nio and XPeng performed better.</p><p>According to Wind data, Nio's revenue in the first quarter of this year was 6.641 billion yuan, a quarter-on-quarter increase of 20.2%; XPeng's corresponding revenue was 2.951 billion yuan, a month-on-month increase of 3.49%. In terms of net profit, although Nio and XPeng are still at a loss, they have narrowed by 0.11% compared with XPeng, and Nio has narrowed by 68.2%.</p><p>The reason for the decline in both ideal revenue and net profit has a lot to do with the decline in sales. Although 125.79 million Ideal ONEs were delivered in the first quarter of this year, it decreased by 13% compared with the fourth quarter of last year; On the other hand, Nio and XPeng delivered 20,060 vehicles and 13,340 vehicles in the first quarter, an increase of 15.6% and 2.9% respectively.</p><p>Compared with the financial report data of the \"Three Brothers\", the gross profit margin that Ideal has always been proud of is also losing its advantage.</p><p>In the first quarter of 2021, the gross profit margins of Ideal, Nio and XPeng were 17.25%, 19.48% and 11.18% respectively. It can be seen that the gross profit margin of Ideal has dropped from the first of the three in the fourth quarter of last year to the second place. Not only that, Ideal is also one of the three car companies whose gross profit margin has declined.<img src=\"https://static.tigerbbs.com/3e98a0d2d86ae980f166885ae3675ad2\" tg-width=\"1080\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Gross profit margins of Nio, XPeng Automobile and Li Auto in 2020Q4 and 2021Q1, data comes from financial reports, online travel mapping</p><p>The gross profit margins of Nio and XPeng in the first quarter increased by 69% and 51.5% respectively compared with the fourth quarter of last year, while the gross profit margins of Ideal in the first quarter decreased by 1.3%.</p><p>Regarding the decline in gross profit margin, the ideal official explained in the financial report that it was due to the decline in the average selling price caused by the promotional activities carried out in the first quarter of this year. But from the perspective of the industry, this also has something to do with Ideal's launch of a new version of Ideal ONE. After all, it is necessary to catch up with the June release plan. The production of this model has already started in the first quarter, and its stacking has pushed up to a certain extent. overall cost.</p><p>The cost has become higher, but also because of the increase in research and development expenses.</p><p>According to financial report data, ideal research and development expenses in the first quarter of 2021 were 514.5 million yuan, an increase of 37.5% from 374.2 million yuan in the fourth quarter of last year. In contrast, Nio's R&D expenses in the first quarter were 687 million yuan, a decrease of 17.1% from the previous quarter; XPeng's same expenses in the first quarter were 535 million yuan, a year-on-year increase of 16.3%.</p><p>In this regard, the ideal explanation is that the company has increased its investment in new models and personnel, which is mainly to supplement the autonomous driving business. According to Li Xiang's introduction at the press conference, the company's autonomous driving team had only 60 people in September last year, but now the team has expanded to 300 people and will increase to 600 people by the end of the year.</p><p>Also significantly increased were selling, general and administrative expenses (hereinafter referred to as the \"three expenses\"). According to financial report data, Ideal's project cost in the first quarter of this year was 509.9 million yuan, an increase of 18.8% from the fourth quarter of last year. In contrast, Nio and XPeng saw a month-on-month decrease of 0.8% and 21% respectively.<img src=\"https://static.tigerbbs.com/377dee369764c199a28fdb65951fd190\" tg-width=\"1080\" tg-height=\"566\" referrerpolicy=\"no-referrer\">Nio, XPeng Automobile and Li Auto 2020Q4 and 2021Q1 R&D expenses and sales, general and administrative expenses, data comes from financial reports, online travel mapping</p><p>Compared with before, the expenses in these two aspects can be said to have increased considerably, and this growth, in the eyes of the industry, is the ideal beginning to make up for the shortcomings in the field of autonomous driving and sales channels.</p><p>Looking at it now, Ideal is no longer \"stingy\", nor is it the most economical one among the \"three brothers\". Whether it's stacking materials on facelifted models or \"making up lessons\" on autonomous driving and sales channels, Ideal has begun to spend a lot of money on it.</p><p>It can be seen from the financial report data that Ideal's cash equivalent balance in the first quarter of this year was 30.36 billion yuan, while Nio and XPeng's figures were 47.5 billion yuan and 36.2 billion yuan. In contrast, Ideal has become the car company with the least money.</p><p>Such an ending, perhaps the ideal is not like seeing it, but it has to do it.</p><p>Pile materials, make up lessons, have to be done</p><p>What does it mean to launch only one model in three years for the current new energy vehicle industry?</p><p>For this question, many people in the industry gave basically the same answer to Connected Travel-it's slow. It is normal for the industry to have such a view.</p><p>Three years have passed since Ideal released its first model, Ideal ONE, in October 2018. Although it has launched a facelifted Ideal ONE, it cannot hide the embarrassment that it still has only ONE model. Looking back at the other two \"Three Brothers\", Nio has launched four models, followed by XPeng with three models.<img src=\"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">2021 Ideal ONE</p><p>In contrast, Ideal is visibly slow in vehicle development. Besides, ideals are also under siege.</p><p>Before December last year, if extended-range technology was to be mentioned, only Ideal had the right to speak in this respect, but with the entry of new players, this pattern was broken. On December 18, 2020, Lantu Automobile released its first model, Lantu FREE. According to the official introduction, this model will use two power solutions: pure electric and extended-range electric.</p><p>By this year, more players have chosen to extend their range. In February this year, Geely Automobile disclosed a patent related to the \"extended-range vehicle control scheme\", which is another move after it announced last year that it would launch extended-range vehicles this year.</p><p>At this year's Shanghai Auto Show, Cyrus also launched its first extended-range electric vehicle, which uses the new \"Hump Intelligent Extended Range System\" jointly developed by it and Huawei.</p><p>Faced with the menacing siege of new entrants such as Geely and Huawei, Li Auto co-founder Shen Yanan speculated that by 2030, there may be less than 10 car brands left in the world, and there will be 3 car companies in the Chinese market. Occupying the vast majority of the share, he hopes that Ideal can become the third one.</p><p>To this end, Ideal has begun to accelerate the research and development of vehicle models.</p><p>According to the ideal plan, starting from 2022, at least two new products will be released every year, so that by 2024, the products will cover the price range of 150,000-500,000 yuan, and the annual sales target will be \"hundreds of thousands of vehicles\". In order to break through, Ideal also stated that it will launch a pure electric model in 2023.</p><p>Looking closely at this timetable, we can find a problem-the new model plan starts as early as 2022, which means that there will be a product \"window period\" this year.</p><p>Ideal naturally saw this problem internally. In order to fill this loophole and attract new consumers at the same time, Ideal launched a facelifted Ideal ONE, and had to spend costs to pile materials for it.</p><p>In addition to being slow in vehicle development, Ideal is also lagging behind in autonomous driving technology, so that it has to start to \"make up lessons\" in this respect.</p><p>In the current field of new energy vehicle manufacturing, intelligence has become an important indicator to measure the capabilities of car companies. Among them, Nio rushed to launch NOP, an automatic driving assistance function based on navigation and high-precision maps, in 2020; XPeng Automobile is famous for its full-stack self-research. It not only delivers NGP with similar functions, but also launches full-scenario voice interaction capabilities in the car.<img src=\"https://static.tigerbbs.com/a0599966b009e5b7c1ad1c78e24afca4\" tg-width=\"1000\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Compared with the full-stack self-research of Nio and XPeng, Ideal is limited by capital reserves and chooses to use suppliers' integrated solutions in both autonomous driving and smart cockpits. In terms of automatic assisted driving, Mobileye's chip algorithm integration solution is adopted; In terms of voice interaction in the smart cockpit, Tencent's products are ideally selected to realize the functions.</p><p>Based on this difference, Ideal was almost in a state of \"losing its voice\" in terms of vehicle intelligence before that.</p><p>The change occurred in the 2021 Ideal ONE, which not only allows the vehicle to achieve NOA and full-scenario voice interaction capabilities with the help of hardware upgrades and high-precision maps; At the same time, after supplementing the R&D team, self-research has been achieved in perception, decision-making and operating system LIOS.</p><p>Through a series of stacking materials and \"remedial lessons\", although Ideal has made up for the previous missing shortcomings to a certain extent, it is undeniable that there is still a gap between Ideal and Nio and XPeng in terms of the number of models and the level of intelligence. Such shortcomings are also reflected in sales channels and production capacity.</p><p>At the end of February this year, Li Auto released an internal company letter, in which it announced its latest strategy-to achieve sales of 1.6 million vehicles in 2025. However, it is difficult to realize this strategy based on the data given by the ideal.</p><p>As of the end of November last year, Ideal had a total of 45 sales centers across the country. According to the announced monthly sales volume of 100 vehicles in a single store in September last year, it will take 29 years to achieve this goal. As a result, Ideal has increased sales and management expenses and accelerated the replenishment of sales channels.</p><p>According to Shen Yanan's statement at the financial report meeting, the number of ideal national sales centers will expand to 200 by the end of the year. According to the current 75 stores, it means that in the remaining half a year, Li Auto will expand its channels at twice the speed.</p><p>In terms of production capacity, to achieve the goal of \"1.6 million vehicles\", the current production capacity of 100,000 vehicles/year is far from enough. According to the financial report, the new workshop of Li Auto Changzhou factory is expected to be completed in 2022, when the annual production capacity will increase to 200,000 vehicles.<img src=\"https://static.tigerbbs.com/d74b6f08de9cf7ea571fe46658b296c1\" tg-width=\"1080\" tg-height=\"662\" referrerpolicy=\"no-referrer\">Changzhou factory, Li Auto, source Li Auto official Weibo</p><p>In contrast, Nio and XPeng currently have 234 and 178 stores nationwide respectively, and the number of both stores will reach about 300 by the end of this year. In terms of production capacity, Nio's current production capacity is 120,000 vehicles/year, and it is still expanding new factories. After production, the production capacity will reach 1 million vehicles/year, while XPeng will reach 400,000 vehicles/year by the end of this year.</p><p>Perhaps to make up for the production capacity gap, according to Future Auto Daily, Ideal is also trying to take over the Beijing Hyundai No. 1 factory that has been shut down for two years. Subsequently, the ideal side quickly responded with \"no news received, no comment\".</p><p>Looking at it now, piling up materials and making up lessons is what ideal has to do. For the industry that has become a red ocean at present, the ideal needs to be faster.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/Rz5rAn-IF5cbChC02QI2Pw\">连线出行</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/118ddde602dd3f18f550f4cfd9f16313","relate_stocks":{"LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/Rz5rAn-IF5cbChC02QI2Pw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179839264","content_text":"一场发布会、一份成绩单,让理想汽车成为了五月末汽车圈中的焦点。时隔三年多,理想汽车CEO李想再次站到了演讲台中央。本周三晚,在北京研发总部举行2021理想汽车春季发布会,李想发布了2021款理想ONE,这也是对2019年发售的理想ONE的一次重要升级改款。理想汽车CEO李想发布新款理想ONE相比于老款,2021款理想ONE在增程式结构、车辆内饰和外观等硬件部分及自动辅助驾驶软硬件等方面都做了相应的调整和升级。该车型发布之后,得到了一些赞许,也出现了一些质疑声。有些人觉得理想的新款更有竞争力,有些人却觉得理想正在失去特色,变得平庸。理想汽车,在成立之初就选择了一条特立独行的道路——在众多车企选择纯电动路线之时,另辟蹊径选择了增程式路线,并表示会进一步优化该系统,使理想ONE成为一辆“让消费者满意的智能电动车”。而此次升级,理想对于增程式系统只做了较小的改动,而在自动辅助驾驶方面堆起了料,不仅添加了800万像素的摄像头和多颗毫米波雷达,同时还推出了NOA和理想OS等软件系统。即使如此,升级后的理想ONE,在自动驾驶水平上,和竞争对手相比,并不具备太大的优势。这次升级也引起了部分车主的不满,一部分新车主表示,刚刚买了旧款没多久,现在2021款就发布了,配置升级不少,价格只比旧款贵了1万。不过,对于理想来说,却不得不这么做,面对激烈的竞争,它的压力不小,需要靠一次升级来吸引消费者。就在发布会的次日,理想发布了2021年第一季度财务数据,数据显示今年一季度理想实现营收为38.5亿元,同比增长了319.8%,但环比却下降了14.6%;而在净利润方面,理想在去年四季度实现小幅盈利后,在今年一季度再次回归亏损之中为3.6亿元。理想汽车2021年一季度业绩情况,截图自财报甚至就连理想引以为傲的毛利率方面,也仅增长了0.2%,从之前位于“造车三兄弟”中首位跌落至第二的位置。此外,在现金等价物方面,也从三兄弟的首位落到末尾。以产品经理出身的李想而言,自然明白这一发展逻辑。但对于已被裹挟进行业发展激流中、在车型数量和技术上慢了几步的理想汽车来说,堆料可能是最便捷的吸引消费者的做法。那么,堆料会让理想失去特色,还是更有竞争力?新款理想ONE能“打”吗?“如何打造一辆让家庭更幸福的智能电动车?”通过拿出车主评价和好看的销量成绩单等一系列铺垫后,李想或许感受到发布会的气氛也被调整到最佳状态,于是用这句话让发布会平滑地过渡到了正式的发布环节。熟悉理想的人,会记得在三年前理想ONE首次亮相的发布会上,李想用了相似的一句话作为开场的引语,并表示要用增程式为广大消费者做一款没有里程焦虑、适合家庭的电动车,来实现自己做电动汽车的理想。2018年理想发布会,图源理想汽车官微彼时,由于选择了不同于纯电动路线的增程式作为动力模式,理想成为了行业内的“异类”。虽然这样,但在理想表现出以消费者为中心的产品设计后,还是有一些消费者成为了这家车企的拥趸。“相比于其他车企的发布会,当时理想的发布会就感觉是在和消费者沟通一样,而不是简单的发布产品,基于这点就认为理想的发布会是具有特点的。”理想ONE车主方辉这样对连线出行表示。三年后,李想虽然还说着同样的一些话,但时过境迁,在本次发布会上理想也开始学着竞品们开始堆料了。在方辉看来,理想这次的发布会和其他车企的并没有太大差别。自动辅助驾驶的软硬件升级,成为了本次发布会的重点,李想花了几乎半场发布会的时间来介绍。首先是自动驾驶芯片方面,新款理想ONe搭载的并不是一直使用的Mobileye Q4芯片,而是换成了来自地平线的征程3( Journey 3 )芯片,单从算力来看,新款理想ONE的总算力为10TOPS,相较于旧款的算力翻了一倍。但如果将其算力放在行业层面来对比,略显不足一些。放眼整个行业,特斯拉率先实现了自研芯片,其FSD HW3.0芯片的算力达到了144TOPS,蔚来和小鹏虽然依然使用英伟达旗下的芯片,但ET7和P7的总算力也达到了1016TOPS和30TOPS。特斯拉、蔚来、小鹏和理想旗下车型芯片情况,数据来源于公开资料,连线出行制图“芯片代表着车辆的计算能力以及处理问题能力的高低,车企注重芯片已经成为一个行业共识。”工信汽研智库专家赵强对未来汽车日报表示。对于自动驾驶这场军备竞赛而言,除了芯片之外,所配套的硬件也至关重要。为了抢占领先位置,小鹏在P5新车型上率先采用了激光雷达方案,整车传感器数量达到32个,蔚来更是将其超越,在ET7配备了33个高性能感知硬件。在此竞争格局下,理想也开启了堆料模式。根据官方介绍,新款理想ONE采用了全球首个量产交付的800万像素视觉识别摄像头,识别精度可以达到4K级别。而在毫米波雷达方面,也由此前的1个提升到5个。总体算下来,2021款理想ONE全身的传感器数量达到了22个,与蔚来和小鹏均有一定差距。此外,在软件方面,针对于特斯拉、蔚来和小鹏都应用的NOA(navigation on autopilot)功能,理想也在此次发布会上推出了自家的软件系统。值得注意的是,理想的NOA功能也搭配了高德地图提供的高精地图,使其功能覆盖包括通过匝道、隧道、自动变道、超车等场景。只不过,这一功能需要等到今年9月才能通过OTA升级实现标配。理想NOA,图源理想汽车官微相较于堆料的自动辅助驾驶功能软硬件升级,理想对于其他硬件方面可谓只做了小规模、且不如人意的调整。对于2021款理想ONE,在动力系统方面保留了来自国产东安动力的1.2T三缸发动机,只将电机更换为一台三合一电机。由于电机尺寸更小,为车辆的油箱节约出了一部分的空间,使得油箱的容积从之前的45升扩大到55升。除了容积之外,对于油耗方面,李想也表示做出了效率的优化,以至在燃油模式下,NEDC工况的热机油耗从老款的8.3L/100km降到6.05L/100km。由于增程式的特性,这一升级也让续航里程得到了大幅度的提升。据李想介绍,车辆在NEDC工况下的续航里程从之前的800公里增加到1080公里,更为苛刻的WLTC工况续航里程也从老款的620公里增加到了890公里。对此升级,李想自信的表示:“新款理想ONE,在四驱的中大型SUV里绝对是顶尖的。”虽然李想对其满意,但老车主们却并不买账。据连线出行了解,理想老款的1.2T三缸发动机一直都是老车主吐槽的重点——当车辆时速达到120km/h以上,三缸发动机的“嘶吼声”与胎噪、风噪一起,会对车舱内静谧性造成了较大的影响。以至于有很多理想车主会向理想官方反映这一情况,希望能改善这一问题。但就目前而言,理想并没有在改款车型中针对这一问题做出改善。除此之外,理想还对方向盘、座椅及车内空间做了些许调整。新款的方向盘上的按键从原来的小米遥控器,调整为与奔驰一样规格的镀铬和拨动的设计,从观感和手感上,都比老款更为精致一些。座椅方面,新款理想ONE在第一、二排座椅上都添加了座椅按摩和电动腰托的设计,并将座椅内的填充物进行了加厚,一定程度上提升了乘坐体验。此外,2021款理想ONE将只有6座版,取消7座版。这场发布会结束前夕,在场观众惊喜的发现,在一番堆料后2021款理想ONE最终售价仅比老款涨价一万元,以至于让场内一度陷入欢呼之中。2021款理想ONE售价不过,刚刚发布新款的理想,挑战和压力也很大。新成绩单,成色几何?曾几何时,理想的业绩数据还站在神坛之上。根据理想公开数据显示,就在理想ONE正式发售后的第一个季度,也就是2020年一季度,理想在“造车三兄弟”中率先实现了毛利率转正为8.02%,彼时蔚来和小鹏同期的毛利率依旧为负值,分别为-12.21%和-4.82%。紧接着,到了去年第四季度,理想再次比蔚来和小鹏率先实现了小幅度的盈利。据理想财报数据显示,2020年Q4净利润转正为1.08亿元,而在毛利率方面继续保持着三家的首位为17.47%。理想汽车、蔚来和小鹏汽车2020年Q4净利润和毛利率情况,数据来源于Wind,连线出行制图相比之下,蔚来和小鹏在2020年Q4净亏损为14.92亿元和7.87亿元。正因这样的差距,理想在今年2月底发布财务数据后,股价一度大涨超11%,该车企也成了彼时业内为之关注的焦点。然而随着今年第一季度财报的发布,理想的业绩开始走下神坛。据理想财报数据显示,2021年第一季度营收为35.8亿元,相较于2020年同期增长了319.8%;而在净亏损方面,今年一季度达到了3.6亿元,同比却扩大了366.9%。如果用环比数据来看,理想在营收和净利润方面均呈现下滑趋势。数据显示,营收方面环比去年四季度下降了13.79%,净利润方面更是环比下降了434.71%。这也是理想继去年四季度小幅盈利后,再次转入亏损之中。相比于理想在营收和净利润方面的双双下滑,蔚来和小鹏表现得更为优秀一些。据Wind数据显示,蔚来今年一季度营收为66.41亿元,环比增长20.2%;小鹏对应营收为29.51亿元,环比增长3.49%。在净利润方面,蔚来与小鹏虽然依然都处于亏损之中,但环比小鹏收窄了0.11%,蔚来更是收窄了68.2%。理想营收和净利润双双下滑的原因,与销量的下滑有很大关系。尽管今年一季度交付了12579万辆理想ONE,但环比去年四季度却减少了13%;反观蔚来和小鹏,一季度交付量为20060辆和13340辆,分别环比增长了15.6%和2.9%。对比“三兄弟”的财报数据,理想一直引以为傲的毛利率方面也在失去优势。2021年第一季度,理想、蔚来和小鹏三家的毛利率依次为17.25%、19.48%和11.18%,可见理想毛利率已从去年四季度的三家之首下降至第二位。不仅如此,理想也是三家之中毛利率出现下滑的车企。蔚来、小鹏汽车和理想汽车2020Q4与2021Q1毛利率情况,数据来源于财报,连线出行制图蔚来和小鹏一季度毛利率,相较于去年第四季度分别环比增长了69%和51.5%,而理想一季度毛利率却环比下降了1.3%。对于毛利率的下滑,理想官方在财报中解释为是由于今年一季度开展的促销活动导致平均售价下降所致。但在业内看来,这也与理想推出新版理想ONE有一定关系,毕竟要赶上6月发售的计划,一季度对该车型的生产已经开始,而对其堆料在一定程度上推高了整体成本。成本变高,还因为研发费用增加了。据财报数据显示,2021年一季度理想研发费用为5.145亿元,环比去年第四季度的3.742亿元增长了37.5%。相比之下,蔚来一季度研发费用为6.87亿元,环比降低了17.1%;小鹏一季度相同费用为5.35亿元,同比增长了16.3%。对此,理想方面的解释是由于公司在新款车型和人员等两方面的投入都进行了增加,这其中主要是对于自动驾驶业务进行补充。据李想在发布会上介绍,去年9月公司自动驾驶团队只有60人,而如今该团队已扩张到300人,到年底还要增加到600人。同样大幅增长的还有销售、一般及管理费用(以下简称“三费”)。据财报数据显示,理想今年一季度该项目费用为5.099亿元,环比去年四季度增长了18.8%。相比之下,蔚来和小鹏在该费用上却分别环比下降了0.8%和21%。蔚来、小鹏汽车和理想汽车2020Q4与2021Q1研发费用及销售、一般及管理费用情况,数据来源于财报,连线出行制图这两方面的花费,与之前相比可谓是有了相当大的增长,而这增长在业内看来,是理想在自动驾驶领域和销售渠道上开始补足短板。现在来看,理想已不再“抠门”,也不是“三兄弟”中最能省钱的一家了。无论在改款车型上堆料,还是在自动驾驶和销售渠道上“补课”,理想都开始为此大把花钱。从财报数据可以看到,理想今年一季度的现金等价物余额为303.6亿元,而蔚来和小鹏这一数字为475亿元和362亿元。相比之下,理想却成为了钱最少的一家车企。这样的结局,或许理想并不像看到,但它不得不去这样做。堆料、补课,不得不做三年只推出一款车型,对于目前的新能源汽车行业,意味着什么?对于这个问题,多位业内人士向连线出行给出了基本一致的回答——慢了。业内有这样的看法也很正常。自2018年10月理想发布首款车型理想ONE以来,三年过去了,虽然目前已推出了改款理想ONE,但也不能掩盖其旗下依然只有一款车型的尴尬。反观“三兄弟”其他两家,蔚来已推出了4款车型,小鹏紧随其后也有3款。2021款理想ONE这样对比之下,理想在车型研发方面肉眼可见的慢了。除此之外,理想也正在被围攻。去年12月之前,如果要提及增程式技术,只有理想一家对此方面有着话语权,但随着新玩家的入局,这样的格局被打破。2020年12月18日,岚图汽车发布了首款车型岚图FREE,据官方介绍该车型将采用纯电动和增程电动两种动力方案。到了今年,选择增程式的玩家变得更多。今年2月,吉利汽车公开了一项与“增程式汽车控制方案”相关的专利,这也是其在去年宣布要在今年推出增程式汽车后又一动作。而到了今年上海车展,赛利斯也推出了旗下的首款增程式电动汽车,该车型采用的是其与华为共同研发的全新“驼峰智能增程系统”。面对吉利、华为等新入局者来势汹汹的围攻,理想汽车联合创始人沈亚楠推测,到2030年,全世界可能只剩下不到10个汽车品牌,中国市场将会有3家车企占据绝大部分份额,他希望理想可以成为第三家。为此,理想在车型研发方面开始加速。按照理想计划,从2022年开始,每年将发布至少两款新产品,以至于到2024年产品将覆盖15万-50万元的价格区间,届时年销量目标为“大几十万辆”。而为了突围,理想也表示将在2023年推出纯电动车型。细看这份时间表,可以发现一个问题——新车型计划最早开始在2022年,这就意味着今年会出现产品“空窗期”。理想内部自然也看到了这一问题,为了填上这一漏洞,同时吸引新的消费者,理想推出了改款理想ONE,并且不得不花费成本来为其堆料。除了在车型研发方面慢了之外,理想在自动驾驶技术上同样也处于落后,以至于不得不开始在此方面开始“补课”。在目前的新能源造车领域,智能化已成为一个衡量车企能力的重要指标。这其中,蔚来在2020年抢发了基于导航和高精地图的自动驾驶辅助功能NOP;而小鹏汽车以全栈自研著称,不仅交付同类功能NGP,同时又推出车内的全场景语音交互能力。相较于蔚来和小鹏的全栈自研,理想囿于资本储备,无论在自动驾驶方面还是智能座舱方面都选择使用供应商的集成方案。在自动辅助驾驶方面,采用了Mobileye的芯片算法集成方案;而在智能座舱的语音交互方面,理想选用了腾讯的产品来实现功能。基于这样的区别,理想在车辆智能化方面,在此之前几乎处于“失声”状态。变化发生在2021款理想ONE身上,不仅借助硬件升级和高精地图,让车辆实现了NOA和全场景语音交互能力;同时在补充研发团队后,在感知、决策及操作系统LIOS都实现了自研。通过一系列堆料和“补课”,理想虽然一定程度上补足了之前缺失的短板,但不可否认的是,理想与蔚来和小鹏在车型数量和智能化水平上依然有着差距。而这样的不足,同样体现在销售渠道和产能上。今年2月底,理想汽车发布了公司内部信,内部信中公布了最新的战略——在2025年实现160万辆的销量成绩。而根据理想给出的数据来推算,很难实现这一战略。截至去年11月底,理想全国共有45家销售中心,按照所公布的去年9月单店月销量为100辆简单计算,要达到这一目标需要29年之久。以至于理想增加了销售及管理费用,加速补充销售渠道。根据沈亚楠在财报会议上表示,年底理想的全国销售中心将扩张至200家。按照目前75家店面来看,意味着剩下半年,理想汽车要以2倍的速度拓展渠道。而在产能方面,要达到“160万辆”的目标,目前10万辆/年的产能也是远远不够的,根据财报显示,理想汽车常州工厂新车间预计2022年完工,届时年产能将提升到20万辆。理想汽车常州工厂,图源理想汽车官微相比之下,蔚来和小鹏截至目前全国分别有234和178家门店,而到今年底两家门店数量都会达到300家左右。而在产能方面,蔚来目前产能为12万辆/年,并且还在扩建新厂,落产后产能将达到100万辆/年,而小鹏今年底将达到40万辆/年。或许是为了补足产能差距,据未来汽车日报报道,理想还试图接手已经停摆两年的北京现代第一工厂。随后,理想方面很快以“未收到消息,不予评论”来回应。现在来看,堆料和补课,是理想不得不做的事情。对于目前杀成红海的行业来说,理想还需要更快。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197892340,"gmtCreate":1621437731880,"gmtModify":1704357699245,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"htt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17:06","market":"hk","language":"zh","title":"Tesla responds to the \"car pickup test\": only as an \"elective\" activity","url":"https://stock-news.laohu8.com/highlight/detail?id=1184424779","media":"老虎资讯综合","summary":"5月16日讯,特斯拉回应“提车考试”:所谓的“提车考试”是最近刚刚开始试点的“交付日车主讲堂”,算不上“提车考试”;此活动仅作为丰富交付体验的“选修”活动。此前有特斯拉车主及视频博主爆料称,特斯拉将新","content":"<p>May 16 news,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Respond to the \"car pick-up test\": The so-called \"car pick-up test\" is the \"delivery day car owner lecture hall\" that has just started to be piloted recently, and it is not a \"car pick-up test\"; This event is intended only as an \"optional\" event to enrich the delivery experience. Previously, some Tesla owners and video bloggers broke the news that Tesla will add a new car pickup test, and it is recommended that car owners score 80 points or above before picking up the car.</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>Tesla responds to the \"car pickup test\": only as an \"elective\" activity</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\">\nTesla responds to the \"car pickup test\": only as an \"elective\" activity\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\">2021-05-16 17:06</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>May 16 news,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Respond to the \"car pick-up test\": The so-called \"car pick-up test\" is the \"delivery day car owner lecture hall\" that has just started to be piloted recently, and it is not a \"car pick-up test\"; This event is intended only as an \"optional\" event to enrich the delivery experience. Previously, some Tesla owners and video bloggers broke the news that Tesla will add a new car pickup test, and it is recommended that car owners score 80 points or above before picking up the car.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184424779","content_text":"5月16日讯,特斯拉回应“提车考试”:所谓的“提车考试”是最近刚刚开始试点的“交付日车主讲堂”,算不上“提车考试”;此活动仅作为丰富交付体验的“选修”活动。此前有特斯拉车主及视频博主爆料称,特斯拉将新增提车考试,建议车主成绩80分以上再提车。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158256021,"gmtCreate":1625152386563,"gmtModify":1703737332505,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[{"img":"https://static.tigerbbs.com/9fcd58ac7db3e6fca6fdca2a8a3b753c","width":"1125","height":"3153"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158256021","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129205795,"gmtCreate":1624372784217,"gmtModify":1703834824301,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"..........","listText":"..........","text":"..........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/129205795","repostId":"166442351","repostType":1,"repost":{"id":166442351,"gmtCreate":1624023822573,"gmtModify":1703826853420,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"omg...","listText":"omg...","text":"omg...","images":[{"img":"https://static.tigerbbs.com/f1cb0cb912d9f84e6b0530732c68c73b","width":"1125","height":"3153"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166442351","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187414248,"gmtCreate":1623761867984,"gmtModify":1703818473058,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"gogogo","listText":"gogogo","text":"gogogo","images":[{"img":"https://static.tigerbbs.com/bb85ebb9b703a62f1cc736b3a1907350","width":"1125","height":"3411"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187414248","isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":186530860,"gmtCreate":1623508595850,"gmtModify":1704205297127,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"hmm...","listText":"hmm...","text":"hmm...","images":[{"img":"https://static.tigerbbs.com/07571a13db5f0da96e4127d66943cda5","width":"1125","height":"3003"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186530860","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134868662,"gmtCreate":1622216217156,"gmtModify":1704181763498,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/134868662","repostId":"1139893263","repostType":4,"repost":{"id":"1139893263","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":1621926753,"share":"https://ttm.financial/m/news/1139893263?lang=en_US&edition=fundamental","pubTime":"2021-05-25 15:12","market":"uk","language":"zh","title":"Reminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31","url":"https://stock-news.laohu8.com/highlight/detail?id=1139893263","media":"老虎资讯综合","summary":"据悉,5月31日(周一)因美国阵亡将士纪念日,美股市场休市一日,周二起照常交易。5月31日(周一)英股市场因Bank Holiday休市一日,周二起照常交易。港股、A股、澳股、新加坡股市照常交易。背景","content":"<p>It is reported that on May 31 (Monday) due to Memorial Day in the United States, the U.S. stock market will be closed for one day, and trading will continue as usual from Tuesday.</p><p>On May 31 (Monday), the British stock market will be closed for one day due to Bank Holiday, and trading will continue as usual from Tuesday.</p><p>Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>Memorial Day: It is a holiday commemorated by most states in the United States. It was originally May 30th. After 1971, in order to ensure that federal employees can enjoy this rest day, many states changed it to the last Monday in May.</p><p>In the American Civil War, countless soldiers were killed in the war. At the end of the war, many families in the south began to pay homage to the soldiers killed in the war. Regardless of the north and the south, they offered flowers to the cemeteries of the dead on both sides in spring. Northerners were deeply moved by this and regarded this act as a symbol of national unity. In 1868, May 30 was officially approved as a day to lay flowers to the soldiers who died heroically defending the motherland.</p><p>On Memorial Day, American active-duty soldiers and veterans line up in a long queue to go to the cemetery, fire guns to greet the fallen soldiers, and blow the lights out signal in the army to let the dead soldiers rest in peace.<img src=\"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9\" tg-width=\"640\" tg-height=\"458\" 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>Reminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31</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\">\nReminder: Due to Memorial Day, U.S. stocks will be closed for one day on May 31\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\">2021-05-25 15:12</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>It is reported that on May 31 (Monday) due to Memorial Day in the United States, the U.S. stock market will be closed for one day, and trading will continue as usual from Tuesday.</p><p>On May 31 (Monday), the British stock market will be closed for one day due to Bank Holiday, and trading will continue as usual from Tuesday.</p><p>Hong Kong stocks, A-shares, Australian stocks and Singapore stock markets are trading as usual.</p><p><b>Background brief:</b></p><p>Memorial Day: It is a holiday commemorated by most states in the United States. It was originally May 30th. After 1971, in order to ensure that federal employees can enjoy this rest day, many states changed it to the last Monday in May.</p><p>In the American Civil War, countless soldiers were killed in the war. At the end of the war, many families in the south began to pay homage to the soldiers killed in the war. Regardless of the north and the south, they offered flowers to the cemeteries of the dead on both sides in spring. Northerners were deeply moved by this and regarded this act as a symbol of national unity. In 1868, May 30 was officially approved as a day to lay flowers to the soldiers who died heroically defending the motherland.</p><p>On Memorial Day, American active-duty soldiers and veterans line up in a long queue to go to the cemetery, fire guns to greet the fallen soldiers, and blow the lights out signal in the army to let the dead soldiers rest in peace.<img src=\"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98d5ab469653a1d3faf593c83b1649c9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139893263","content_text":"据悉,5月31日(周一)因美国阵亡将士纪念日,美股市场休市一日,周二起照常交易。5月31日(周一)英股市场因Bank Holiday休市一日,周二起照常交易。港股、A股、澳股、新加坡股市照常交易。背景简介:阵亡将士纪念日(Memorial Day):是美国大多数州都要纪念的节日,时间原为5月30日,1971年以后,为保证联邦雇员都能享有这一休息日,许多州将它改在5月的最后一个星期一。美国南北战争中,无数将士在战火中阵亡。战争结束,南部许多家庭开始祭奠战争中阵亡的将士。他们不分南北双方,在春天向双方死者的墓地都奉献鲜花,北方人为此深受感动,将这一举动视为民族团结的象征。1868年,5月30日这一天被正式批准为向为保卫祖国而英勇牺牲的士兵们敬献鲜花的日子。每逢阵亡将士纪念日,美国现役军人和老战士便排成长长的队伍前往墓地,鸣枪向阵亡将士致意,吹响军中熄灯号让死难将士安息。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117426234,"gmtCreate":1623158479028,"gmtModify":1704197278006,"author":{"id":"3573908809855016","authorId":"3573908809855016","name":"KKKkkkk","avatar":"https://static.tigerbbs.com/5c3bf2cf466b630911a663f19fc2b502","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573908809855016","idStr":"3573908809855016"},"themes":[],"htmlText":"hmm......","listText":"hmm......","text":"hmm......","images":[{"img":"https://static.tigerbbs.com/cb5abc2038c3466c0b7ac58886ae59d3","width":"1125","height":"3248"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117426234","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}