Amiter personal page - To The Moon

Amiter

Amiter

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09-09

$比亚迪股份(01211)$

06-09

$比亚迪电子(00285)$

2024-02-21

[微笑]

2023-10-26

[捂脸] [捂脸] [捂脸] [喷血] [喷血] [喷血]

2023-06-21

$小米集团-W(01810)$

2023-06-15

$AMC院线(AMC)$ ,[微笑]

2022-11-02

[微笑]

@Daily_Discussion:🚀[REWARDS]Share your strategy for making money on the market！（1 Nov)

2022-10-14

[笑哭]

@海银控股Hywin_Wealth:美聯儲再次加息落地，美股投資價值幾何？

2022-09-22

[微笑] [微笑]

IPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line

2022-09-22

[微笑]

G9, a lifeline for XPeng?

2021-05-16

$Altimeter Growth Corp.(AGC)$pls upupup

Go to Tiger App to see more news

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your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"repost":{"id":"1118501771","kind":"news","pubTimestamp":1663836621,"share":"https://ttm.financial/m/news/1118501771?lang=en_US&edition=fundamental","pubTime":"2022-09-22 16:50","market":"us","language":"zh","title":"IPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line","url":"https://stock-news.laohu8.com/highlight/detail?id=1118501771","media":"时代财经","summary":"工人罕见旺季不加班。","content":"<p><html><head></head><body>Text/Wang Ting</p><p>After only about a month of mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will have stitches removed in two days. I heard that many workshops have been dismantled.\" On September 21, Wu Yang, who had just resigned from Zhengzhou Foxconn, said that he had previously done pre-processing work on the iPhone 14, but now the orders have decreased., workers will move to other workshops first.</p><p>Times Finance observed that the performance of the iPhone 14 market is far less than that of the iPhone 14 Pro and Pro Max. As of 17:00 on the 21st, on JD.com's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively in the seven days.</p><p><b>Sewing was removed urgently in multiple workshops, and workers worked less overtime during peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories entered the mass production period of the iPhone 14 series, which is the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory area, saying that the workshop where she was located began to remove stitches one after another, and she didn't know which workshop she would be assigned to in the future.</p><p>According to the accompanying text, the workshop did not arrange overtime for the workers due to stitching removal. Everyone got off work on time, and it was the first time since mass production that they got off work early. For her and Wu Yang, it is unusual to work early and remove stitches in peak season.</p><p>Wu Yang, a worker who just left, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to market sales, and it is possible that all the production lines on the fourth floor where the workshop is located will need to be dismantled. His job is to pre-process the iPhone 14 in the workshop, including foam pasting, pre-folding cables, ferrules, etc. Among the processed products are no iPhone 14 Pro or Pro Max.</p><p>Recently, many similar videos have appeared on short video platforms, and some videos have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of sewing dismantling on overtime. In peak season, Foxconn's hourly workers have higher wages. If they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, Zhengzhou Foxconn has at least 5 workshops that have dismantled or will dismantle production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" is in Zhengzhou Foxconn Refers to iPhone 14.</p><p>Previously, Ming-Chi Kuo stated on social platforms that Apple has asked Hon Hai (Foxconn) to switch the iPhone 14 production line to the iPhone 14 Pro series production line, which will help improve Apple's product portfolio and the average iPhone selling price in the fourth quarter of this year..</p><p>\"According to the production line conversion rate, it is equivalent to Apple increasing the shipment of the iPhone 14 Pro series in Q4 2022.\" He estimated that the shipment volume would increase by about 10%.</p><p>Later, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60%-65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55%-60%), and the iPhone 14 Pro Max was The most popular model of the iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to receive more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from the previous 130 million units due to increased demand from Apple.</p><p><b>iPhone 14 can be bought everywhere, Pro and Pro Max are hard to find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>Currently, on Apple's official website, all memory and color versions of the iPhone 14 are in stock, and you can choose the delivery date at will. The iPhone 14 Plus can also be delivered to your door on October 7, the day it is released. If you buy iPhone 14 Pro and Pro Max, basically You have to wait 5-7 weeks.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall, and JD.com, the iPhone 14 is available in stock, while the iPhone 14 Pro Max is hard to find. For example, in the Tmall Apple Store flagship store, \"delivery within 57 days of payment\".</p><p>In Huaqiangbei, the iPhone 14 has fallen below the issue price. According to the backpacker quotation list, on September 21, the recycling prices of the black version, purple version, and white version of the 256GB iPhone 14 were 6,520 yuan, 6,550 yuan, and 6,540 yuan respectively, which were 279 yuan, 249 yuan, and 259 yuan lower than the official website price respectively.</p><p>On this quotation list, most memory and color versions of iPhone 14 Pro and iPhone 14 Pro Max have premium prices.</p><p>On the day the pre-sale opened on September 9, Times Finance observed the performance of the iPhone 14 series on various e-commerce platforms and found that the popularity of the iPhone 14 was far less than that of the iPhone 14 Pro and Pro Max.</p><p>Taking the self-operated flagship store of Apple products on JD.com as an example, half an hour after the pre-sale opened, the number of reservations for iPhone 14 was 459,000, and the number of reservations for iPhone 14 Pro and iPhone 14 Pro Max was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12, Ming-Chi Kuo publicly stated that the iPhone 14 and iPhone 14 Plus were in stock on the day they were launched, reflecting sluggish demand, and the pre-order results were worse than the iPhone SE 3 and iPhone 13 mini. The latter two both suffered in the first half of this year. Cut the order.</p><p>In the eyes of some consumers, the iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple held its autumn new product launch conference, Zhou Zhou spent 5,500 yuan to buy a second-hand iPhone12 Pro Max with slight wear. The initial official price of the product was 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. The iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high, so it is better to buy the top-end old model.</p><p>As he said, the upgrades and innovations of the iPhone 14 series focus on the iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island, and 48-megapixel main camera. The iPhone 14 has not been upgraded, and it is still the A15 chip, 12-megapixel main camera, and notch screen.</p><p>It is worth mentioning that after the official release, many of the first batch of users who got the mobile phone complained about problems with the iPhone 14 series, including camera shake, no signal in the card, incompatibility of Dynamic Island and third-party software, etc. Some users complained about screenshots. Dynamic Island will expose privacy.</p><p>Regarding the camera shake, Apple said it will fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only display Dynamic Island when Dynamic Island is enabled, and will not display in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>","source":"tf_highlight","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>IPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line</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\">\nIPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时代财经</strong><span class=\"h-time small\">2022-09-22 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Wang Ting</p><p>After only about a month of mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will have stitches removed in two days. I heard that many workshops have been dismantled.\" On September 21, Wu Yang, who had just resigned from Zhengzhou Foxconn, said that he had previously done pre-processing work on the iPhone 14, but now the orders have decreased., workers will move to other workshops first.</p><p>Times Finance observed that the performance of the iPhone 14 market is far less than that of the iPhone 14 Pro and Pro Max. As of 17:00 on the 21st, on JD.com's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively in the seven days.</p><p><b>Sewing was removed urgently in multiple workshops, and workers worked less overtime during peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories entered the mass production period of the iPhone 14 series, which is the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory area, saying that the workshop where she was located began to remove stitches one after another, and she didn't know which workshop she would be assigned to in the future.</p><p>According to the accompanying text, the workshop did not arrange overtime for the workers due to stitching removal. Everyone got off work on time, and it was the first time since mass production that they got off work early. For her and Wu Yang, it is unusual to work early and remove stitches in peak season.</p><p>Wu Yang, a worker who just left, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to market sales, and it is possible that all the production lines on the fourth floor where the workshop is located will need to be dismantled. His job is to pre-process the iPhone 14 in the workshop, including foam pasting, pre-folding cables, ferrules, etc. Among the processed products are no iPhone 14 Pro or Pro Max.</p><p>Recently, many similar videos have appeared on short video platforms, and some videos have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of sewing dismantling on overtime. In peak season, Foxconn's hourly workers have higher wages. If they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, Zhengzhou Foxconn has at least 5 workshops that have dismantled or will dismantle production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" is in Zhengzhou Foxconn Refers to iPhone 14.</p><p>Previously, Ming-Chi Kuo stated on social platforms that Apple has asked Hon Hai (Foxconn) to switch the iPhone 14 production line to the iPhone 14 Pro series production line, which will help improve Apple's product portfolio and the average iPhone selling price in the fourth quarter of this year..</p><p>\"According to the production line conversion rate, it is equivalent to Apple increasing the shipment of the iPhone 14 Pro series in Q4 2022.\" He estimated that the shipment volume would increase by about 10%.</p><p>Later, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60%-65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55%-60%), and the iPhone 14 Pro Max was The most popular model of the iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to receive more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from the previous 130 million units due to increased demand from Apple.</p><p><b>iPhone 14 can be bought everywhere, Pro and Pro Max are hard to find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>Currently, on Apple's official website, all memory and color versions of the iPhone 14 are in stock, and you can choose the delivery date at will. The iPhone 14 Plus can also be delivered to your door on October 7, the day it is released. If you buy iPhone 14 Pro and Pro Max, basically You have to wait 5-7 weeks.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall, and JD.com, the iPhone 14 is available in stock, while the iPhone 14 Pro Max is hard to find. For example, in the Tmall Apple Store flagship store, \"delivery within 57 days of payment\".</p><p>In Huaqiangbei, the iPhone 14 has fallen below the issue price. According to the backpacker quotation list, on September 21, the recycling prices of the black version, purple version, and white version of the 256GB iPhone 14 were 6,520 yuan, 6,550 yuan, and 6,540 yuan respectively, which were 279 yuan, 249 yuan, and 259 yuan lower than the official website price respectively.</p><p>On this quotation list, most memory and color versions of iPhone 14 Pro and iPhone 14 Pro Max have premium prices.</p><p>On the day the pre-sale opened on September 9, Times Finance observed the performance of the iPhone 14 series on various e-commerce platforms and found that the popularity of the iPhone 14 was far less than that of the iPhone 14 Pro and Pro Max.</p><p>Taking the self-operated flagship store of Apple products on JD.com as an example, half an hour after the pre-sale opened, the number of reservations for iPhone 14 was 459,000, and the number of reservations for iPhone 14 Pro and iPhone 14 Pro Max was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12, Ming-Chi Kuo publicly stated that the iPhone 14 and iPhone 14 Plus were in stock on the day they were launched, reflecting sluggish demand, and the pre-order results were worse than the iPhone SE 3 and iPhone 13 mini. The latter two both suffered in the first half of this year. Cut the order.</p><p>In the eyes of some consumers, the iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple held its autumn new product launch conference, Zhou Zhou spent 5,500 yuan to buy a second-hand iPhone12 Pro Max with slight wear. The initial official price of the product was 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. The iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high, so it is better to buy the top-end old model.</p><p>As he said, the upgrades and innovations of the iPhone 14 series focus on the iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island, and 48-megapixel main camera. The iPhone 14 has not been upgraded, and it is still the A15 chip, 12-megapixel main camera, and notch screen.</p><p>It is worth mentioning that after the official release, many of the first batch of users who got the mobile phone complained about problems with the iPhone 14 series, including camera shake, no signal in the card, incompatibility of Dynamic Island and third-party software, etc. Some users complained about screenshots. Dynamic Island will expose privacy.</p><p>Regarding the camera shake, Apple said it will fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only display Dynamic Island when Dynamic Island is enabled, and will not display in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml\">时代财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6367ffab85653002d2fd9c3205f7ab70","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118501771","content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=en_US&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"G9, a lifeline for XPeng?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng's flagship SUV G9 arrived late after nearly a year of warm-up, kicking off with a lively \"Spring Festival Gala\".</p><p>G9 is XPeng's flagship product to enter the high-end market, and its configuration is full of bright spots. It is equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Driving feeling comparable to Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving into one, and does not rely on high-precision maps.</p><p>He XPeng, CEO of XPeng Motors, said that the G9 has been launched in six versions, starting at 309,900 yuan. In addition to the commemorative edition and optional configurations, the highest configuration is 449,900 yuan, which is better than competing products L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan) and other models have price advantages.</p><p>This kind of pricing seems to reveal He XPeng's helplessness in sprinting into the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, XPeng's delivery volume fell below the \"passing line\" of 10,000 units to 9,578 units. Although it increased by 33% year-on-year, it decreased by 1,946 units or 16.9% month-on-month; The entire second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the sales growth was put on the brakes.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, and it was as \"explosive\" as the ideal.</p><p>In addition, XPeng, which has always advertised revenue for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, XPeng's gross profit margin fell by 1.3 percentage points month-on-month to 10.9%; Among them, the gross profit margin of vehicles fell by 1.3 percentage points month-on-month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually being exhausted. The stock price of XPeng Automobile has been falling all the way from the historical high of HK $220 at the end of last year. On September 22 after the release of G9, it was halved to HK $53.9 per share at the close, a drop of 11.57% that day, and the total market value also fell below 100 for the first time. 100 billion to 92.8 billion Hong Kong dollars, evaporating more than 200 billion Hong Kong dollars from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He XPeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to its turnaround.</p><p>He XPeng hopes that while G9 can relatively increase its volume, repair the product structure to help improve the overall gross profit margin. He confidently shouted the slogan \"I believe the G9 will surpass the scale of the Audi Q5 next year, reaching monthly sales of 10,000 consecutive units\".</p><p>According to XPeng's annual target of guaranteeing 250,000 units to 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>For a long time, XPeng has taken the cost-effective route among the three Wei Xiaoli, but this has led to its low selling price, low gross profit margin, and the most serious loss among the three because the cost of sales is very high.</p><p>At present, it seems that G9 is still continuing the previous strategy, playing the cost-effective card and putting volume first.</p><p>But although G9 is cheaper than competing products, it is still the highest-priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as the Wenjie M5 EV that Huawei just launched in early September and the Avita 11 that will be delivered in December.</p><p>In an era of weak scale growth and new forces fighting close to each other, it is not so easy for XPeng to rely on G9 to reverse its decline. The problem facing all new forces, including XPeng, is life and death. It's harsh, but that's the reality.</p><p></body></html></p>","source":"wallstreetcn_api","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>G9, a lifeline for XPeng?</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\">\nG9, a lifeline for XPeng?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-22 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng's flagship SUV G9 arrived late after nearly a year of warm-up, kicking off with a lively \"Spring Festival Gala\".</p><p>G9 is XPeng's flagship product to enter the high-end market, and its configuration is full of bright spots. It is equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Driving feeling comparable to Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving into one, and does not rely on high-precision maps.</p><p>He XPeng, CEO of XPeng Motors, said that the G9 has been launched in six versions, starting at 309,900 yuan. In addition to the commemorative edition and optional configurations, the highest configuration is 449,900 yuan, which is better than competing products L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan) and other models have price advantages.</p><p>This kind of pricing seems to reveal He XPeng's helplessness in sprinting into the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, XPeng's delivery volume fell below the \"passing line\" of 10,000 units to 9,578 units. Although it increased by 33% year-on-year, it decreased by 1,946 units or 16.9% month-on-month; The entire second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the sales growth was put on the brakes.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, and it was as \"explosive\" as the ideal.</p><p>In addition, XPeng, which has always advertised revenue for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, XPeng's gross profit margin fell by 1.3 percentage points month-on-month to 10.9%; Among them, the gross profit margin of vehicles fell by 1.3 percentage points month-on-month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually being exhausted. The stock price of XPeng Automobile has been falling all the way from the historical high of HK $220 at the end of last year. On September 22 after the release of G9, it was halved to HK $53.9 per share at the close, a drop of 11.57% that day, and the total market value also fell below 100 for the first time. 100 billion to 92.8 billion Hong Kong dollars, evaporating more than 200 billion Hong Kong dollars from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He XPeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to its turnaround.</p><p>He XPeng hopes that while G9 can relatively increase its volume, repair the product structure to help improve the overall gross profit margin. He confidently shouted the slogan \"I believe the G9 will surpass the scale of the Audi Q5 next year, reaching monthly sales of 10,000 consecutive units\".</p><p>According to XPeng's annual target of guaranteeing 250,000 units to 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>For a long time, XPeng has taken the cost-effective route among the three Wei Xiaoli, but this has led to its low selling price, low gross profit margin, and the most serious loss among the three because the cost of sales is very high.</p><p>At present, it seems that G9 is still continuing the previous strategy, playing the cost-effective card and putting volume first.</p><p>But although G9 is cheaper than competing products, it is still the highest-priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as the Wenjie M5 EV that Huawei just launched in early September and the Avita 11 that will be delivered in December.</p><p>In an era of weak scale growth and new forces fighting close to each other, it is not so easy for XPeng to rely on G9 to reverse its decline. The problem facing all new forces, including XPeng, is life and death. It's harsh, but that's the reality.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670939\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192356727,"gmtCreate":1621150610369,"gmtModify":1704353419832,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","text":"$Altimeter Growth Corp.(AGC)$pls 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upupup","images":[{"img":"https://static.tigerbbs.com/a63704e720c1ab96cd934773d3e0442d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192356727","isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476447277359408,"gmtCreate":1757347599256,"gmtModify":1757347601864,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01211\">$比亚迪股份(01211)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/01211\">$比亚迪股份(01211)$&nbsp;</a><v-v 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[捂脸] [捂脸] [喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234340049522944","isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":758524938944688,"gmtCreate":1687303131409,"gmtModify":1687303134108,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v 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your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101854786458470","idStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"repost":{"id":"1118501771","kind":"news","pubTimestamp":1663836621,"share":"https://ttm.financial/m/news/1118501771?lang=en_US&edition=fundamental","pubTime":"2022-09-22 16:50","market":"us","language":"zh","title":"IPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line","url":"https://stock-news.laohu8.com/highlight/detail?id=1118501771","media":"时代财经","summary":"工人罕见旺季不加班。","content":"<p><html><head></head><body>Text/Wang Ting</p><p>After only about a month of mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will have stitches removed in two days. I heard that many workshops have been dismantled.\" On September 21, Wu Yang, who had just resigned from Zhengzhou Foxconn, said that he had previously done pre-processing work on the iPhone 14, but now the orders have decreased., workers will move to other workshops first.</p><p>Times Finance observed that the performance of the iPhone 14 market is far less than that of the iPhone 14 Pro and Pro Max. As of 17:00 on the 21st, on JD.com's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively in the seven days.</p><p><b>Sewing was removed urgently in multiple workshops, and workers worked less overtime during peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories entered the mass production period of the iPhone 14 series, which is the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory area, saying that the workshop where she was located began to remove stitches one after another, and she didn't know which workshop she would be assigned to in the future.</p><p>According to the accompanying text, the workshop did not arrange overtime for the workers due to stitching removal. Everyone got off work on time, and it was the first time since mass production that they got off work early. For her and Wu Yang, it is unusual to work early and remove stitches in peak season.</p><p>Wu Yang, a worker who just left, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to market sales, and it is possible that all the production lines on the fourth floor where the workshop is located will need to be dismantled. His job is to pre-process the iPhone 14 in the workshop, including foam pasting, pre-folding cables, ferrules, etc. Among the processed products are no iPhone 14 Pro or Pro Max.</p><p>Recently, many similar videos have appeared on short video platforms, and some videos have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of sewing dismantling on overtime. In peak season, Foxconn's hourly workers have higher wages. If they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, Zhengzhou Foxconn has at least 5 workshops that have dismantled or will dismantle production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" is in Zhengzhou Foxconn Refers to iPhone 14.</p><p>Previously, Ming-Chi Kuo stated on social platforms that Apple has asked Hon Hai (Foxconn) to switch the iPhone 14 production line to the iPhone 14 Pro series production line, which will help improve Apple's product portfolio and the average iPhone selling price in the fourth quarter of this year..</p><p>\"According to the production line conversion rate, it is equivalent to Apple increasing the shipment of the iPhone 14 Pro series in Q4 2022.\" He estimated that the shipment volume would increase by about 10%.</p><p>Later, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60%-65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55%-60%), and the iPhone 14 Pro Max was The most popular model of the iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to receive more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from the previous 130 million units due to increased demand from Apple.</p><p><b>iPhone 14 can be bought everywhere, Pro and Pro Max are hard to find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>Currently, on Apple's official website, all memory and color versions of the iPhone 14 are in stock, and you can choose the delivery date at will. The iPhone 14 Plus can also be delivered to your door on October 7, the day it is released. If you buy iPhone 14 Pro and Pro Max, basically You have to wait 5-7 weeks.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall, and JD.com, the iPhone 14 is available in stock, while the iPhone 14 Pro Max is hard to find. For example, in the Tmall Apple Store flagship store, \"delivery within 57 days of payment\".</p><p>In Huaqiangbei, the iPhone 14 has fallen below the issue price. According to the backpacker quotation list, on September 21, the recycling prices of the black version, purple version, and white version of the 256GB iPhone 14 were 6,520 yuan, 6,550 yuan, and 6,540 yuan respectively, which were 279 yuan, 249 yuan, and 259 yuan lower than the official website price respectively.</p><p>On this quotation list, most memory and color versions of iPhone 14 Pro and iPhone 14 Pro Max have premium prices.</p><p>On the day the pre-sale opened on September 9, Times Finance observed the performance of the iPhone 14 series on various e-commerce platforms and found that the popularity of the iPhone 14 was far less than that of the iPhone 14 Pro and Pro Max.</p><p>Taking the self-operated flagship store of Apple products on JD.com as an example, half an hour after the pre-sale opened, the number of reservations for iPhone 14 was 459,000, and the number of reservations for iPhone 14 Pro and iPhone 14 Pro Max was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12, Ming-Chi Kuo publicly stated that the iPhone 14 and iPhone 14 Plus were in stock on the day they were launched, reflecting sluggish demand, and the pre-order results were worse than the iPhone SE 3 and iPhone 13 mini. The latter two both suffered in the first half of this year. Cut the order.</p><p>In the eyes of some consumers, the iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple held its autumn new product launch conference, Zhou Zhou spent 5,500 yuan to buy a second-hand iPhone12 Pro Max with slight wear. The initial official price of the product was 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. The iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high, so it is better to buy the top-end old model.</p><p>As he said, the upgrades and innovations of the iPhone 14 series focus on the iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island, and 48-megapixel main camera. The iPhone 14 has not been upgraded, and it is still the A15 chip, 12-megapixel main camera, and notch screen.</p><p>It is worth mentioning that after the official release, many of the first batch of users who got the mobile phone complained about problems with the iPhone 14 series, including camera shake, no signal in the card, incompatibility of Dynamic Island and third-party software, etc. Some users complained about screenshots. Dynamic Island will expose privacy.</p><p>Regarding the camera shake, Apple said it will fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only display Dynamic Island when Dynamic Island is enabled, and will not display in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>","source":"tf_highlight","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>IPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line</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\">\nIPhone 14 sales fall short of expectations, Foxconn is rumored to dismantle production line\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时代财经</strong><span class=\"h-time small\">2022-09-22 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Wang Ting</p><p>After only about a month of mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will have stitches removed in two days. I heard that many workshops have been dismantled.\" On September 21, Wu Yang, who had just resigned from Zhengzhou Foxconn, said that he had previously done pre-processing work on the iPhone 14, but now the orders have decreased., workers will move to other workshops first.</p><p>Times Finance observed that the performance of the iPhone 14 market is far less than that of the iPhone 14 Pro and Pro Max. As of 17:00 on the 21st, on JD.com's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively in the seven days.</p><p><b>Sewing was removed urgently in multiple workshops, and workers worked less overtime during peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories entered the mass production period of the iPhone 14 series, which is the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory area, saying that the workshop where she was located began to remove stitches one after another, and she didn't know which workshop she would be assigned to in the future.</p><p>According to the accompanying text, the workshop did not arrange overtime for the workers due to stitching removal. Everyone got off work on time, and it was the first time since mass production that they got off work early. For her and Wu Yang, it is unusual to work early and remove stitches in peak season.</p><p>Wu Yang, a worker who just left, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to market sales, and it is possible that all the production lines on the fourth floor where the workshop is located will need to be dismantled. His job is to pre-process the iPhone 14 in the workshop, including foam pasting, pre-folding cables, ferrules, etc. Among the processed products are no iPhone 14 Pro or Pro Max.</p><p>Recently, many similar videos have appeared on short video platforms, and some videos have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of sewing dismantling on overtime. In peak season, Foxconn's hourly workers have higher wages. If they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, Zhengzhou Foxconn has at least 5 workshops that have dismantled or will dismantle production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" is in Zhengzhou Foxconn Refers to iPhone 14.</p><p>Previously, Ming-Chi Kuo stated on social platforms that Apple has asked Hon Hai (Foxconn) to switch the iPhone 14 production line to the iPhone 14 Pro series production line, which will help improve Apple's product portfolio and the average iPhone selling price in the fourth quarter of this year..</p><p>\"According to the production line conversion rate, it is equivalent to Apple increasing the shipment of the iPhone 14 Pro series in Q4 2022.\" He estimated that the shipment volume would increase by about 10%.</p><p>Later, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60%-65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55%-60%), and the iPhone 14 Pro Max was The most popular model of the iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to receive more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from the previous 130 million units due to increased demand from Apple.</p><p><b>iPhone 14 can be bought everywhere, Pro and Pro Max are hard to find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>Currently, on Apple's official website, all memory and color versions of the iPhone 14 are in stock, and you can choose the delivery date at will. The iPhone 14 Plus can also be delivered to your door on October 7, the day it is released. If you buy iPhone 14 Pro and Pro Max, basically You have to wait 5-7 weeks.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall, and JD.com, the iPhone 14 is available in stock, while the iPhone 14 Pro Max is hard to find. For example, in the Tmall Apple Store flagship store, \"delivery within 57 days of payment\".</p><p>In Huaqiangbei, the iPhone 14 has fallen below the issue price. According to the backpacker quotation list, on September 21, the recycling prices of the black version, purple version, and white version of the 256GB iPhone 14 were 6,520 yuan, 6,550 yuan, and 6,540 yuan respectively, which were 279 yuan, 249 yuan, and 259 yuan lower than the official website price respectively.</p><p>On this quotation list, most memory and color versions of iPhone 14 Pro and iPhone 14 Pro Max have premium prices.</p><p>On the day the pre-sale opened on September 9, Times Finance observed the performance of the iPhone 14 series on various e-commerce platforms and found that the popularity of the iPhone 14 was far less than that of the iPhone 14 Pro and Pro Max.</p><p>Taking the self-operated flagship store of Apple products on JD.com as an example, half an hour after the pre-sale opened, the number of reservations for iPhone 14 was 459,000, and the number of reservations for iPhone 14 Pro and iPhone 14 Pro Max was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12, Ming-Chi Kuo publicly stated that the iPhone 14 and iPhone 14 Plus were in stock on the day they were launched, reflecting sluggish demand, and the pre-order results were worse than the iPhone SE 3 and iPhone 13 mini. The latter two both suffered in the first half of this year. Cut the order.</p><p>In the eyes of some consumers, the iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple held its autumn new product launch conference, Zhou Zhou spent 5,500 yuan to buy a second-hand iPhone12 Pro Max with slight wear. The initial official price of the product was 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. The iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high, so it is better to buy the top-end old model.</p><p>As he said, the upgrades and innovations of the iPhone 14 series focus on the iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island, and 48-megapixel main camera. The iPhone 14 has not been upgraded, and it is still the A15 chip, 12-megapixel main camera, and notch screen.</p><p>It is worth mentioning that after the official release, many of the first batch of users who got the mobile phone complained about problems with the iPhone 14 series, including camera shake, no signal in the card, incompatibility of Dynamic Island and third-party software, etc. Some users complained about screenshots. Dynamic Island will expose privacy.</p><p>Regarding the camera shake, Apple said it will fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only display Dynamic Island when Dynamic Island is enabled, and will not display in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml\">时代财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6367ffab85653002d2fd9c3205f7ab70","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118501771","content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=en_US&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"G9, a lifeline for XPeng?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng's flagship SUV G9 arrived late after nearly a year of warm-up, kicking off with a lively \"Spring Festival Gala\".</p><p>G9 is XPeng's flagship product to enter the high-end market, and its configuration is full of bright spots. It is equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Driving feeling comparable to Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving into one, and does not rely on high-precision maps.</p><p>He XPeng, CEO of XPeng Motors, said that the G9 has been launched in six versions, starting at 309,900 yuan. In addition to the commemorative edition and optional configurations, the highest configuration is 449,900 yuan, which is better than competing products L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan) and other models have price advantages.</p><p>This kind of pricing seems to reveal He XPeng's helplessness in sprinting into the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, XPeng's delivery volume fell below the \"passing line\" of 10,000 units to 9,578 units. Although it increased by 33% year-on-year, it decreased by 1,946 units or 16.9% month-on-month; The entire second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the sales growth was put on the brakes.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, and it was as \"explosive\" as the ideal.</p><p>In addition, XPeng, which has always advertised revenue for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, XPeng's gross profit margin fell by 1.3 percentage points month-on-month to 10.9%; Among them, the gross profit margin of vehicles fell by 1.3 percentage points month-on-month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually being exhausted. The stock price of XPeng Automobile has been falling all the way from the historical high of HK $220 at the end of last year. On September 22 after the release of G9, it was halved to HK $53.9 per share at the close, a drop of 11.57% that day, and the total market value also fell below 100 for the first time. 100 billion to 92.8 billion Hong Kong dollars, evaporating more than 200 billion Hong Kong dollars from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He XPeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to its turnaround.</p><p>He XPeng hopes that while G9 can relatively increase its volume, repair the product structure to help improve the overall gross profit margin. He confidently shouted the slogan \"I believe the G9 will surpass the scale of the Audi Q5 next year, reaching monthly sales of 10,000 consecutive units\".</p><p>According to XPeng's annual target of guaranteeing 250,000 units to 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>For a long time, XPeng has taken the cost-effective route among the three Wei Xiaoli, but this has led to its low selling price, low gross profit margin, and the most serious loss among the three because the cost of sales is very high.</p><p>At present, it seems that G9 is still continuing the previous strategy, playing the cost-effective card and putting volume first.</p><p>But although G9 is cheaper than competing products, it is still the highest-priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as the Wenjie M5 EV that Huawei just launched in early September and the Avita 11 that will be delivered in December.</p><p>In an era of weak scale growth and new forces fighting close to each other, it is not so easy for XPeng to rely on G9 to reverse its decline. The problem facing all new forces, including XPeng, is life and death. It's harsh, but that's the reality.</p><p></body></html></p>","source":"wallstreetcn_api","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>G9, a lifeline for XPeng?</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\">\nG9, a lifeline for XPeng?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-22 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21, XPeng's flagship SUV G9 arrived late after nearly a year of warm-up, kicking off with a lively \"Spring Festival Gala\".</p><p>G9 is XPeng's flagship product to enter the high-end market, and its configuration is full of bright spots. It is equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Driving feeling comparable to Cayenne; The upgraded intelligent driving system is the industry's first full-scenario X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving into one, and does not rely on high-precision maps.</p><p>He XPeng, CEO of XPeng Motors, said that the G9 has been launched in six versions, starting at 309,900 yuan. In addition to the commemorative edition and optional configurations, the highest configuration is 449,900 yuan, which is better than competing products L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan) and other models have price advantages.</p><p>This kind of pricing seems to reveal He XPeng's helplessness in sprinting into the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, XPeng's delivery volume fell below the \"passing line\" of 10,000 units to 9,578 units. Although it increased by 33% year-on-year, it decreased by 1,946 units or 16.9% month-on-month; The entire second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the sales growth was put on the brakes.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, only 29,000-31,000 vehicles, far lower than the market's previous estimate of 45,900 vehicles, and it was as \"explosive\" as the ideal.</p><p>In addition, XPeng, which has always advertised revenue for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, XPeng's gross profit margin fell by 1.3 percentage points month-on-month to 10.9%; Among them, the gross profit margin of vehicles fell by 1.3 percentage points month-on-month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually being exhausted. The stock price of XPeng Automobile has been falling all the way from the historical high of HK $220 at the end of last year. On September 22 after the release of G9, it was halved to HK $53.9 per share at the close, a drop of 11.57% that day, and the total market value also fell below 100 for the first time. 100 billion to 92.8 billion Hong Kong dollars, evaporating more than 200 billion Hong Kong dollars from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He XPeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to its turnaround.</p><p>He XPeng hopes that while G9 can relatively increase its volume, repair the product structure to help improve the overall gross profit margin. He confidently shouted the slogan \"I believe the G9 will surpass the scale of the Audi Q5 next year, reaching monthly sales of 10,000 consecutive units\".</p><p>According to XPeng's annual target of guaranteeing 250,000 units to 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>For a long time, XPeng has taken the cost-effective route among the three Wei Xiaoli, but this has led to its low selling price, low gross profit margin, and the most serious loss among the three because the cost of sales is very high.</p><p>At present, it seems that G9 is still continuing the previous strategy, playing the cost-effective card and putting volume first.</p><p>But although G9 is cheaper than competing products, it is still the highest-priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as the Wenjie M5 EV that Huawei just launched in early September and the Avita 11 that will be delivered in December.</p><p>In an era of weak scale growth and new forces fighting close to each other, it is not so easy for XPeng to rely on G9 to reverse its decline. The problem facing all new forces, including XPeng, is life and death. It's harsh, but that's the reality.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670939\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}