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Nio's Next Card: Betting on Tech?

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23:00","market":"us","language":"zh","title":"Nio's Next Card: Betting on Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio's Next Card: Betting on Tech?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio's Next Card: Betting on Tech?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727424,"gmtCreate":1626453993068,"gmtModify":1703760571190,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170727424","repostId":"2151507202","repostType":4,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio's Next Card: Betting on Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio's Next Card: Betting on Tech?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio's Next Card: Betting on Tech?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727212,"gmtCreate":1626453928036,"gmtModify":1703760570543,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170727212","repostId":"1174712972","repostType":4,"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145615231,"gmtCreate":1626221053423,"gmtModify":1703755679856,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145615231","repostId":"1179493532","repostType":4,"repost":{"id":"1179493532","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626219749,"share":"https://ttm.financial/m/news/1179493532?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:42","market":"us","language":"zh","title":"Keep holding on! Sister Mumu holds these Chinese concept stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179493532","media":"Wind万得","summary":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nAR","content":"<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keep holding on! Sister Mumu holds these Chinese concept stocks</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\">\nKeep holding on! Sister Mumu holds these Chinese concept stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-14 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179493532","content_text":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nARK（方舟投资）由Cathie Wood在2014年创立，ARK专注于投资“颠覆性创新”的机会，即基因科技、机器人技术、人工智能、能量存储和区块链技术。\n今年一月ARK系列基金赢得了比传统投资管理巨头贝莱德、道富更多的资金。ARK坚持“买入成长中小盘股，卖出价值大盘股”的策略。\nARK旗下的6只主动型ETF分别为:\nARKK（颠覆性创新）：这只基金是其他四只主动型ETF的综合，也是市值最大的一支ETF。成立于2014年10月31日，截止今年3月底净资产规模220亿美元，成立以来涨超500%，年初至今下跌3.98%。\n\nARKQ（自动技术与机器人）：本支基金主要投资在自动运输、机器人、自动化、3D打印、能源储存、太空探索等方面发展业务的公司。成立于2014年9月30日，截止今年3月底净资产规模33亿美元，成立以来涨超300%，年初至今涨10%。\n\nARKW（下一代互联网）:本基金主要投资在云计算和网络安全、电子商务、大数据和人工智能、物联网和移动技术、社交平台、区块链和P2P技术方面的公司。成立于2014年9月30日，截止今年3月底净资产规模69亿美元，成立以来上涨超600%，年初至今涨0.74%。\n\nARKG（基因组革命）：本支基金主要投资在Crispr、基因编辑技术、针对性研究治疗、生物信息学、分子诊断、干细胞、农业生物学方面的公司。成立于2014年10月31日，截止今年3月底净资产规模94亿美元，成立以来上涨超350%，年初至今下跌4.85%。\n\nARKF（金融科技创新）：本支基金主要投资在交易创新、区块链技术、风险转化、无摩擦资金平台、面向客户的平台、新中介方面的公司。成立于2019年4月1日，截止今年3月底净资产规模39亿美元，成立以来涨超160%，年初至今上涨2.53%。\n\nARKX(太空探索）：该基金于今年3月30日正式上市交易，主要投资于轨道和亚轨道航天类股、推动技术类股和航天受益类股。成立于2021年3月30日，截止今年3月底净资产规模6300万美元，成立以来几乎持平。\n\n这六只基金里，特斯拉依然是最爱，除了ARKF和ARKX，特斯拉均为第一大头寸，持股约占基金总额的10%。\n中概股方面，腾讯和京东是木头姐最爱，除了ARKG不持有任何中概股头寸外，分别有四只基金都持有这两家公司，其他中概股都是大家耳熟能详的大型科技公司，比如美团、阿里等。\n\n木头姐在最近一次接受CNBC采访时表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145631199,"gmtCreate":1626220562811,"gmtModify":1703755659127,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088056912922760","authorIdStr":"4088056912922760"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145631199","repostId":"1126251044","repostType":4,"repost":{"id":"1126251044","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626218657,"share":"https://ttm.financial/m/news/1126251044?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:24","market":"hk","language":"zh","title":"Yimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot","url":"https://stock-news.laohu8.com/highlight/detail?id=1126251044","media":"老虎资讯综合","summary":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位","content":"<p>July 14th,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company sold approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been fixed at HK $27.20 per Offer Share in board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(b)<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 90 lots, you will secure one lot.</p><p>The head of Group B is 200,000 shares (400 lots), and 1,000 shares (2 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were substantially oversubscribed. The company received a total of 626,195 valid applications to subscribe for a total of 9.188 billion Hong Kong Public Offer Shares, equivalent to approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available for subscription in the Hong Kong Public Offering.</p><p>According to the Offer Price of HK $27.20 per share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribed for a total of 62,784,500 Offer Shares, equivalent to approximately 9.10% of the issued share capital after the completion of the Global Offering (assuming that the over-allotment option is not exercised and the possibility of any shares issued upon the exercise of the share options granted or to be granted under the Share Option Scheme); And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming that the Over-allotment Option is not exercised).</p><p>Based on the offer price of HK $27.20 per offer share, the company estimates that the net proceeds from the global offering will be approximately HK $4.001 billion. Among them, approximately 40% of the net proceeds are intended to be used to expand business in the next three to five years; About 30% is planned to be used to invest in technology and improve R&D capabilities in the next three to five years; Approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Yimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot</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\">\nYimaitong has a winning rate of 5% for one lot, and 90 lots are subscribed to secure one lot\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-14 07:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>July 14th,<a href=\"https://laohu8.com/S/02192\">Yimaitong</a>Announced that the company sold approximately 155 million shares globally, including 77.548 million shares offered in Hong Kong, 77.548 million shares offered internationally, and a 15% over-allotment option; The Offer Price has been fixed at HK $27.20 per Offer Share in board lots of 500 Shares;<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>(b)<a href=\"https://laohu8.com/S/00665\">Haitong International</a>As Joint Sponsors, it is expected that the Shares will be listed on the Main Board of the Stock Exchange on 15 July 2021.</p><p><b>The relevant data of Tiger Information Collation is as follows:</b></p><p><img src=\"https://static.tigerbbs.com/fa9b3e669a6b601bd6f663db62eb0518\" tg-width=\"1059\" tg-height=\"824\"></p><p><b>Distribution result:</b></p><p>Group A has 500 shares per lot, and the winning rate of one lot is 5%. If you subscribe for 90 lots, you will secure one lot.</p><p>The head of Group B is 200,000 shares (400 lots), and 1,000 shares (2 lots) are allocated.</p><p><img src=\"https://static.tigerbbs.com/836a351342d5d77d292efd488168758f\" tg-width=\"863\" tg-height=\"585\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/21001441e923fa8b5c5f3e75ed77dcb8\" tg-width=\"873\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4701c7bcc7cc26514d87a7f555b281bc\" tg-width=\"856\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p>The Offer Shares initially offered under the International Offering were significantly oversubscribed, representing approximately 31.2 times the total number of Offer Shares initially available under the International Offering. The Hong Kong Public Offer Shares initially offered under the Hong Kong Public Offering were substantially oversubscribed. The company received a total of 626,195 valid applications to subscribe for a total of 9.188 billion Hong Kong Public Offer Shares, equivalent to approximately 592.41 times the total number of Hong Kong Public Offer Shares initially available for subscription in the Hong Kong Public Offering.</p><p>According to the Offer Price of HK $27.20 per share and the Cornerstone Investment Agreement, the Cornerstone Investors subscribed for a total of 62,784,500 Offer Shares, equivalent to approximately 9.10% of the issued share capital after the completion of the Global Offering (assuming that the over-allotment option is not exercised and the possibility of any shares issued upon the exercise of the share options granted or to be granted under the Share Option Scheme); And approximately 40.48% of the number of Offer Shares in the Global Offering (assuming that the Over-allotment Option is not exercised).</p><p>Based on the offer price of HK $27.20 per offer share, the company estimates that the net proceeds from the global offering will be approximately HK $4.001 billion. Among them, approximately 40% of the net proceeds are intended to be used to expand business in the next three to five years; About 30% is planned to be used to invest in technology and improve R&D capabilities in the next three to five years; Approximately 20% is intended for carefully selected strategic investment or acquisition opportunities; And approximately 10% is intended to be used for general supplementary working capital and other general corporate purposes.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"02192":"医脉通"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126251044","content_text":"7月14日，医脉通发布公告，公司全球发售约1.55亿股股份，其中香港发售股份7754.8万股，国际发售股份7754.8万股，另有15%超额配股权；发售价已厘定为每股发售股份27.20港元，每手买卖单位500股；高盛及海通国际为联席保荐人，预期股份将于2021年7月15日于联交所主板挂牌上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手500股，一手中签率5%，认购90手稳中一手。\n乙组头为20万股（400手），获配1000股（2手）。\n\n国际发售初步提呈发售的发售股份获大幅超额认购，相当于国际发售初步可供认购发售股份总数约31.2倍。根据香港公开发售初步提呈发售的香港公开发售股份获大幅超额认购。公司合共接获626,195份有效申请，认购合共91.88亿股香港公开发售股份，相当于香港公开发售初步可供认购香港公开发售股份总数约592.41倍。\n根据发售价每股27.20港元及基石投资协议，基石投资者认购合共6278.45万股发售股份，相当于全球发售完成后已发行股本约9.10%(假设并无行使超额配股权且并无计及可能因根据购股权计划已授出或将授出的购股权获行使而发行的任何股份)；及全球发售的发售股份数目约40.48%(假设并无行使超额配股权)。\n按发售价每股发售股份27.20港元计算，公司估计自全球发售收取所得款项净额约40.01亿港元。其中，所得款项净额约40%拟用于在未来三至五年内扩展业务；约30%拟用于在未来三至五年内投资技术及提高研发能力；约20%拟用于精心挑选战略投资或收购机会；及约10%拟用作一般补充营运资金及其他一般企业用途。","news_type":1,"symbols_score_info":{"02192":0.9}},"isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":805091379,"gmtCreate":1627818435191,"gmtModify":1703496248381,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":16,"repostSize":1,"link":"https://ttm.financial/post/805091379","repostId":"2156169561","repostType":4,"isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883098840,"gmtCreate":1631186087680,"gmtModify":1676530490527,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/883098840","repostId":"2156169561","repostType":2,"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727424,"gmtCreate":1626453993068,"gmtModify":1703760571190,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/170727424","repostId":"2151507202","repostType":4,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio's Next Card: Betting on Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio's Next Card: Betting on Tech?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio's Next Card: Betting on Tech?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145615231,"gmtCreate":1626221053423,"gmtModify":1703755679856,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/145615231","repostId":"1179493532","repostType":4,"repost":{"id":"1179493532","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1626219749,"share":"https://ttm.financial/m/news/1179493532?lang=en_US&edition=fundamental","pubTime":"2021-07-14 07:42","market":"us","language":"zh","title":"Keep holding on! Sister Mumu holds these Chinese concept stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1179493532","media":"Wind万得","summary":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nAR","content":"<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keep holding on! Sister Mumu holds these Chinese concept stocks</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\">\nKeep holding on! Sister Mumu holds these Chinese concept stocks\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-14 07:42</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood of Ark Fund is famous for focusing on investing in disruptive companies. Because of her long-term persistence<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Let her gain fame and fortune. She is also optimistic about the development of Chinese technology companies. This year's performance in China is not satisfactory, but her ARKK fund still sticks to these companies.</p><p>ARK (ARK Investment) was founded by Cathie Wood in 2014.<b>ARK focuses on investing in \"disruptive innovation\" opportunities, namely gene technology,<a href=\"https://laohu8.com/S/300024\">Robot</a>Technology, artificial intelligence, energy storage and blockchain technology</b>。</p><p>ARK series funds won more than traditional investment management giants this January<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>, State Street has more funds. ARK adheres to the strategy of \"buying growth small and medium-cap stocks and selling value large-cap stocks\".</p><p><b>The six active ETFs under ARK are:</b></p><p><b>ARKK (Disruptive Innovation):</b>This fund is a combination of four other active ETFs and is also the largest ETF by market capitalization. Founded on October 31, 2014, as of the end of March this year, its net assets were US $22 billion, which has increased by more than 500% since its establishment and has fallen by 3.98% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/891a4f018135ff0b41dc36f3d3901936\" tg-width=\"725\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p><b>ARKQ (Automatic Technology and Robotics):</b>This fund mainly invests in companies that develop their businesses in autonomous transportation, robotics, automation, 3D printing, energy storage, space exploration, etc. Founded on September 30, 2014, as of the end of March this year, its net assets were US $3.3 billion, which has increased by more than 300% since its establishment and 10% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/6f21edca86bb37224676d5c4a3a1be9c\" tg-width=\"727\" tg-height=\"301\" referrerpolicy=\"no-referrer\"></p><p><b>ARKW (next generation internet):</b>The Fund mainly invests in companies in cloud computing and network security, e-commerce, big data and artificial intelligence, Internet of Things and mobile technology, social platforms, blockchain and P2P technology. Established on September 30, 2014, as of the end of March this year, its net assets were US $6.9 billion, an increase of more than 600% since its establishment, and an increase of 0.74% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/77843e4fce6853d2b9ed142b994c0e1b\" tg-width=\"719\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p><p><b>ARKG (Genome Revolution):</b>This fund mainly invests in companies in Crispr, gene editing technology, targeted research therapy, bioinformatics, molecular diagnostics, stem cells, and agricultural biology. Established on October 31, 2014, as of the end of March this year, its net assets were US $9.4 billion, which has increased by more than 350% since its establishment and has fallen by 4.85% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/4e7359506a0c6cdca0b1fc69d4b2421a\" tg-width=\"722\" tg-height=\"297\" referrerpolicy=\"no-referrer\"></p><p><b>ARKF (FinTech Innovation):</b>This fund mainly invests in companies in transaction innovation, blockchain technology, risk transformation, frictionless capital platform, customer-oriented platform and new intermediary. Founded on April 1, 2019, as of the end of March this year, its net assets were US $3.9 billion, an increase of more than 160% since its establishment, and an increase of 2.53% year-to-date.</p><p><img src=\"https://static.tigerbbs.com/8fb18a5f77361e8f42a08bd0c352ce93\" tg-width=\"735\" tg-height=\"305\" referrerpolicy=\"no-referrer\"></p><p><b>ARKX (space exploration):</b>The fund was officially listed and traded on March 30 this year, and mainly invests in orbital and suborbital aerospace stocks, promotion technology stocks and aerospace beneficiary stocks. Established on March 30, 2021, as of the end of March this year, its net assets were US $63 million, which was almost the same since its establishment.</p><p><img src=\"https://static.tigerbbs.com/92952d95f7669a63c855a200f048b238\" tg-width=\"726\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>Among these six funds, Tesla is still the favorite. Except for ARKF and ARKX, Tesla has the largest position, accounting for about 10% of the total fund.</p><p><b>As for Chinese concept stocks,<a href=\"https://laohu8.com/S/00700\">Tencent</a>And<a href=\"https://laohu8.com/S/JD\">JD.com</a>It's Sister Wood's favorite</b>, except that ARKG does not hold any positions in Chinese concept stocks, four funds hold these two companies respectively. The other Chinese concept stocks are familiar large technology companies, such as Meituan and Ali.</p><p><img src=\"https://static.tigerbbs.com/1f46cefa5c28679cd758b2c44dfe434e\" tg-width=\"350\" tg-height=\"702\" referrerpolicy=\"no-referrer\"></p><p>In a recent interview with CNBC, Sister Mu said that the decline of technology stocks is not worth worrying about. If we look at long-term returns in five years, \"nothing has changed except the price.\" She even raised her annual earnings forecast,<b>Expected to generate 25%-30% annual compound returns this year</b>, more than 10 percentage points higher than her February forecast of 15%.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d875ae57a1b42a1d0d289994d6bd23b8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179493532","content_text":"方舟基金的木头姐（Cathie Wood）以专注投资颠覆性公司出名，因长期坚守特斯拉让她名利双收，她同样看好中国科技公司的发展，今年的中概表现并不尽如人意，但她的ARKK基金依然坚守这几家公司。\nARK（方舟投资）由Cathie Wood在2014年创立，ARK专注于投资“颠覆性创新”的机会，即基因科技、机器人技术、人工智能、能量存储和区块链技术。\n今年一月ARK系列基金赢得了比传统投资管理巨头贝莱德、道富更多的资金。ARK坚持“买入成长中小盘股，卖出价值大盘股”的策略。\nARK旗下的6只主动型ETF分别为:\nARKK（颠覆性创新）：这只基金是其他四只主动型ETF的综合，也是市值最大的一支ETF。成立于2014年10月31日，截止今年3月底净资产规模220亿美元，成立以来涨超500%，年初至今下跌3.98%。\n\nARKQ（自动技术与机器人）：本支基金主要投资在自动运输、机器人、自动化、3D打印、能源储存、太空探索等方面发展业务的公司。成立于2014年9月30日，截止今年3月底净资产规模33亿美元，成立以来涨超300%，年初至今涨10%。\n\nARKW（下一代互联网）:本基金主要投资在云计算和网络安全、电子商务、大数据和人工智能、物联网和移动技术、社交平台、区块链和P2P技术方面的公司。成立于2014年9月30日，截止今年3月底净资产规模69亿美元，成立以来上涨超600%，年初至今涨0.74%。\n\nARKG（基因组革命）：本支基金主要投资在Crispr、基因编辑技术、针对性研究治疗、生物信息学、分子诊断、干细胞、农业生物学方面的公司。成立于2014年10月31日，截止今年3月底净资产规模94亿美元，成立以来上涨超350%，年初至今下跌4.85%。\n\nARKF（金融科技创新）：本支基金主要投资在交易创新、区块链技术、风险转化、无摩擦资金平台、面向客户的平台、新中介方面的公司。成立于2019年4月1日，截止今年3月底净资产规模39亿美元，成立以来涨超160%，年初至今上涨2.53%。\n\nARKX(太空探索）：该基金于今年3月30日正式上市交易，主要投资于轨道和亚轨道航天类股、推动技术类股和航天受益类股。成立于2021年3月30日，截止今年3月底净资产规模6300万美元，成立以来几乎持平。\n\n这六只基金里，特斯拉依然是最爱，除了ARKF和ARKX，特斯拉均为第一大头寸，持股约占基金总额的10%。\n中概股方面，腾讯和京东是木头姐最爱，除了ARKG不持有任何中概股头寸外，分别有四只基金都持有这两家公司，其他中概股都是大家耳熟能详的大型科技公司，比如美团、阿里等。\n\n木头姐在最近一次接受CNBC采访时表示，科技股回落不值得担忧，如果放眼5年看长期收益，“除了价格之外，什么都没有改变”。她甚至上调了年度收益预期，预计今年将产生25%-30%的年度复合回报，比她2月预计的15%高出逾10个百分点。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145631199,"gmtCreate":1626220562811,"gmtModify":1703755659127,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145631199","repostId":"1126251044","repostType":4,"isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860113189,"gmtCreate":1632145337741,"gmtModify":1676530710040,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4088056912922760\">@WinWin88</a>: ?","listText":"//<a href=\"https://laohu8.com/U/4088056912922760\">@WinWin88</a>: ?","text":"//@WinWin88: ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860113189","repostId":"2156169561","repostType":2,"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171999301,"gmtCreate":1626701129503,"gmtModify":1703763582465,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171999301","repostId":"2151507202","repostType":2,"repost":{"id":"2151507202","kind":"news","pubTimestamp":1626706809,"share":"https://ttm.financial/m/news/2151507202?lang=en_US&edition=fundamental","pubTime":"2021-07-19 23:00","market":"us","language":"zh","title":"Nio's Next Card: Betting on Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=2151507202","media":"全天候科技","summary":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列","content":"<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio's Next Card: Betting on Tech?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio's Next Card: Betting on Tech?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">全天候科技</strong><span class=\"h-time small\">2021-07-19 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As new energy bus stations become a strong trend, in addition to competing for performance, service, and delivery capabilities, new car manufacturers' technological strength is also becoming a more important wrestling field.</p><p>On July 16, the world's first<a href=\"https://laohu8.com/S/NIO\">Nio</a>The Science and Technology Exhibition Hall was officially opened to the public in Shanghai Tower, the tallest building in China.</p><p>The exhibition hall not only showcases Nio<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>The vehicle materials of the electric flagship sedan ET7, the technological details of the latest autonomous driving technology NAD, the NIO Aquila Nio super-sensing system, the NIO Adam Nio supercomputing platform, and the body-in-white of the flagship model Nio ES8 were also brought to the exhibition hall.</p><p>It is reported that this is the first lightweight all-aluminum body independently developed and mass-produced in China, with an aluminum content of 96.4% and aviation-grade 7003 aluminum alloy. The lower chassis is a double wishbone plus multi-link structure, which can withstand 5 tons of ultra-high pressure and up to 60 atmospheres.</p><p>It is worth mentioning that Nio has also selected 561 patented inventions from more than 4,200 patents, and created a \"Nio Patent Wall\" in the exhibition hall, covering vehicle manufacturing and design, three electricity (battery, motor, Electronic control) technology, battery swapping and charging technology, autonomous driving technology, digital cockpit technology, Internet of Vehicles technology and other fields.</p><p>Xia Qinghua, assistant vice president of Nio Automotive and general manager of Shanghai region, told All-Weather Technology that it took about three months for the Nio Science and Technology Exhibition Hall from the conceptual design to the final exhibition in April this year. However, since the products in the exhibition hall were all existing contents, it actually only took about a week to build the exhibition hall. Nio hopes to let more people know that besides services, it has also done a lot in the field of forward-looking technology.</p><p>It is not difficult to see that Nio Motors wants to demonstrate its technological strength to the outside world through this move and emphasize the concept of technology companies.</p><p>The financial report shows that from 2018 to 2020, the R&D investment of Nio vehicles was 3.998 billion yuan, 4.429 billion yuan, and 2.488 billion yuan, accounting for 80.75%, 56.59%, and 15.30% of the total revenue of that year. Although the proportion of R&D investment in total revenue has decreased year by year, compared with other domestic \"new car-making forces\" horizontally, this part of investment is still at the forefront of the industry.</p><p><b>\"Since its establishment, Nio has invested more than 40 billion yuan in R&D costs. In the next few years, more than 5 billion yuan of R&D investment will be maintained every year.\" Xia Qinghua revealed to All Weather Technology.</b></p><p>After experiencing the dark moment of 2019, Nio seems to have come out of the trough, doubling its revenue and vehicle deliveries in 2020. Thanks to the increase in deliveries of high gross profit margin models ES8 and EC6, the company's gross profit margin has also begun to turn positive, and losses have narrowed by more than 50% year-on-year.</p><p>What followed was a skyrocketing stock price. On October 31, 2019, Nio Motor's U.S. stock market once hit a record low, falling to $1.19; As of the close on July 16, 2021, the stock price has risen to US $43.68, a cumulative increase of more than 2770%.</p><p>In terms of delivery volume, Nio delivered 43,728 units in 2020, a year-on-year increase of 112.6%. In the first quarter of 2021, the single-quarter delivery volume of Nio vehicles exceeded the 20,000 mark for the first time, reaching 20,100 vehicles, a year-on-year increase of 422.7% and a month-on-month increase of 15.6%. According to Xia Qinghua, the delivery volume in the first half of this year has exceeded that of the whole of last year.</p><p>How will Nio, which has gone through the capital carnival, fallen into a trough, and then regained its high position, develop next? What other factors are it subject to? With these questions in mind, All Weather Technology had a dialogue with Xia Qinghua, general manager of Nio Shanghai, trying to find the answer.</p><p><b>The following is part of the conversation (edited by All Weather Technology):</b></p><p><h2><b>Build a concept store of the future</b></h2>All-weather technology: Will concept stores be extended to offline stores in all cities in the future?</p><p>Xia Qinghua: These are two directions.</p><p>Nio Neo House is a space for car owners to share happiness and grow together. Next, we will make something unique for Neo Houses in different locations in each city.</p><p>For example, Shanghai CITIC Tower is the tallest building in China and represents height, so this Neo House should show the most forward-looking technology. The Neo House in Xingye Taikoo Hui, Nanjing West Road, Shanghai may have fashion-related elements in addition to display cars and lifestyle.</p><p>All-weather technology: Neo House doesn't seem to have a centralized concept, but exports a lot of concepts at the same time?</p><p>Xia Qinghua: Yes. Because these are all what the Nio system has been doing, whether it's fashion related, or Neo Life. We only need to add some elements to it according to local customs and regional cultural characteristics.</p><p>What Nio brings to users has not changed from before. It still produces high-end smart electric vehicles, providing users with a good car experience and a good lifestyle. These tones remain unchanged.</p><p>There was no fixed place to tell the market before that Nio is a company that has done so much in the field of forward-looking technology in addition to being recognized as the best service. So, we want to show these things (technological strength) to everyone.</p><p><h2><b>At this stage, battery replacement is a heavy investment</b></h2>All-weather technology: Regarding the problem of user charging, Nio not only accepts the method of direct battery replacement, but also continues to build battery swap stations. Will there be emphasis on the two approaches in the future?</p><p>Xia Qinghua: Indeed, a few years ago, some car companies would be very firm in saying that they would only build charging piles with higher voltage and higher current and not do battery swapping, but last year they also began to consider battery swapping.</p><p>Nio has always adhered to the five elements of vehicles, stations, piles, people and clouds together. The so-called \"car\" is a mobile charging car; \"Station\" means the battery swap station; \"Pile\" refers to the \"overcharging\" of three AC and small tributaries; \"People\" means that we have a huge road service team to help users make one-click home appliances; \"Cloud\" is the mobilization system of the whole cloud.</p><p>When it comes to charging, Nio is the first and most mature company to do battery replacement. We already have more than 400 power stations across the country, and Nio took the lead in drafting the national battery swap safety standards.</p><p>All-weather technology: There are two ways to swap batteries and lay out charging piles. From the perspective of Nio, which one is more expensive?</p><p>Xia Qinghua: At present, \"home charging piles\" are delivered with the car and are included in the cost of the whole vehicle; The \"home charging fast charging pile\" with a power of 20 kilowatts is deployed by us on our own initiative, usually near shopping malls and office buildings; 180-kilowatt \"supercharging pile\", with<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Today's overcharging is of a similar nature.</p><p>Whether it's battery replacement or this set of charging facilities, we have a certain limit on the number of times for car owners to be free. For example, car owners across the country, if they install charging piles, will have 4 free battery replacements every month; If there is no charging pile installed, there will be 6 free battery replacements every month.</p><p>Therefore, for us, at this stage, it is still the welfare of car owners. It is also possible to continue to increase the amount of ownership in the future, or to appropriately reduce the rights and interests. Generally speaking, Nio is currently investing in it from a cost perspective.</p><p>Going back to the cost question just now, I didn't calculate it particularly carefully. But in terms of efficiency, the battery swap station is definitely more efficient than the charging pile. One battery swap station can serve about 1,000 vehicles without any problem.</p><p><h2>Taking root upstream in the supply chain</h2>All-weather technology: Last year, the mass production of Nio vehicles exceeded 40,000 units, and the mass production in the first half of this year reached the level of last year. According to this estimate, mass production will probably double this year?</p><p>Xia Qinghua: This is subject to the financial report figures.</p><p>All-weather technology: We have noticed that some companies have only entered the smart electric vehicle track in the past two years, but their goal is to achieve mass production of 1 million vehicles in 2020. What should the mass production curve of smart cars be? Can you achieve exponential growth so quickly?</p><p>Xia Qinghua: It is related to the production capacity designed by the factory. For example, our production line in Hefei has an annual output of 100,000 units in a single shift, and 300,000 units per year in three shifts. The investment itself is a production capacity line of 100,000 units. If you invest with the intensity of 500,000 annual production capacity, it is possible to quadruple it to 1 million units.</p><p>Mass production depends on many factors. For example, whether someone really buys it, and whether it can really go offline.</p><p>Will the upstream and downstream industrial chains, including making motors, chips, seats, glass, door handles, suspensions, tires, etc., help him prepare the supply of parts with a production capacity of 1 million?</p><p>All-Weather Technology: What are the key reasons currently restricting mass production of smart electric vehicles?</p><p>Xia Qinghua: At this stage, the chip will definitely have a certain impact. The demand for chips in Nio's smart electric vehicles reaches hundreds each. There are hundreds of chips of various models. If any one goes wrong, it may have some impact.</p><p>In the first half of this year, we stopped working for 5 days due to chip restrictions. But in recent months, through the efforts of our supply chain team, it has basically been solved.</p><p>All-weather technology: Does it mean that the chip problem is basically solved?</p><p>Xia Qinghua: Everyone has to stare at it by the day. For example, in the past, most car manufacturers needed large central control screens, so they directly told suppliers that they would need 8,000 large screens next month, and manufacturers would just wait. As for the screen and the chips inside it, there is no need to worry about it at all, upstream suppliers will solve it.</p><p>In recent years, from Nio's perspective, we are not only looking for suppliers, but also looking for their upstream suppliers who make chips, screens, etc. to help coordinate the supply of these suppliers' upstream production lines.</p><p>If car companies want to ensure their production capacity, they must go deeper into the supply chain.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1\">全天候科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来"},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3635628?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151507202","content_text":"随着新能源汽车站上了强风口，新造车们除了比拼性能、服务、交付能力外，科技实力也正在成为更重要的角力场。\n7月16日，全球首个蔚来科技展厅于中国第一高楼——上海中心大厦正式面向公众开放。\n该展厅不仅陈列了蔚来智能电动旗舰轿车ET7的车辆材质、搭载的最新自动驾驶技术NAD的科技细节、NIO Aquila蔚来超感系统、NIO Adam蔚来超算平台，还把旗舰车型蔚来ES8的白车身带到了展厅现场。\n据悉，这是国内首个独立研发量产的轻量化全铝车身，铝含量96.4%，采用航空级7003铝合金。下方底盘为双叉臂加多连杆结构，可承受5吨的超高承压及高达60个大气压。\n值得一提的是，蔚来还从超4200项专利里精选了561项专利发明，在展厅中打造了一面“蔚来专利墙”，覆盖整车制造与设计、三电（电池、电机、电控）技术、换电和充电技术、自动驾驶技术、数字座舱技术、车联网技术等全领域。\n蔚来汽车助理副总裁、上海区域总经理夏庆华向全天候科技表示，蔚来科技展厅从今年4月开始概念设计到最后展出，耗时约3个月，但由于展厅内产品均为已有内容，实际只花费了约一周的时间打造展馆。蔚来希望让更多人知道，除了服务之外，在前瞻科技领域也已经做了很多。\n不难看出，蔚来汽车想要通过此举对外展示科技实力，强调科技公司的概念。\n财报显示，2018年-2020年，蔚来汽车的研发投入分别为39.98亿元、44.29亿元、24.88亿元，占当年总营收的比重分别为80.75%、56.59%、15.30%。虽然研发投入占总营收比重逐年下降，但横向对比国内其它“造车新势力”，这部分投入依然处于行业前列。\n“成立到现在，蔚来投入的研发成本大概有400多亿元。接下来几年，每年也将保持50亿元以上的研发投入。”夏庆华向全天候科技透露。\n经历了2019年的黑暗时刻，蔚来似乎已经走出低谷，2020年营收和整车交付量均实现翻倍增长。得益于高毛利率车型ES8和EC6的交付量增加，公司毛利率也开始转正，亏损同比收窄幅度也超过50%。\n随之而来的是股价飞涨。2019年10月31日，蔚来汽车美股一度创历史新低，跌至1.19美元；而截至2021年7月16日收盘，股价已经涨至43.68美元，累计涨幅超2770%。\n从交付量上看，蔚来2020年全年交付量达43728台，同比增长达到112.6%。2021年一季度，蔚来汽车单季交付量首次突破2万大关，达到2.01万辆，同比增长422.7%，环比增长15.6%。按照夏庆华的说法，今年上半年交付量已经超过去年全年。\n趟过资本狂欢，跌入过低谷，再重新站上高岗的蔚来接下来将如何发展？还受制于哪些因素？带着这些问题，全天候科技与蔚来上海区域总经理夏庆华进行了对话，试图找到答案。\n以下为部分对话内容（经全天候科技编辑整理）：\n打造未来概念店\n全天候科技：未来会将概念店推广到所有城市的线下门店吗？\n夏庆华：这是两个方向。\n蔚来Neo House是车主分享快乐、共同成长的空间，接下来我们会针对每个城市不同地点的Neo House做一些有特色的东西。\n比如，上海中信大厦是中国第一高楼、代表着高度，所以这个Neo House应该展现最前瞻的科技。而在上海南京西路兴业太古汇的Neo House，可能除了展示车和生活方式之外，会有时尚相关的元素。\n全天候科技：Neo House似乎没有一个集中打造的概念，而是同时输出了非常多的概念？\n夏庆华：是。因为这些都是蔚来体系一直在做的，无论是时尚相关，还是Neo Life。我们只需根据地方的风土人情、区域的文化特征，往里适当加一些元素。\n蔚来带给用户的东西与之前没有变化，它还是生产高端智能电动车，提供用户好的用车体验、好的生活方式，这些基调不变。\n之前没有一个固定的地方告诉市场，蔚来是一家除了大家公认服务最好的公司之外，在前瞻科技领域原来已经做了这么多。所以，我们想把这些东西（科技实力）拿出来给大家看。\n现阶段换电是重投入\n全天候科技：对于用户充电的问题，蔚来既接受直接更换电池的方式，也在持续建设换电站。未来两种途径是否会有侧重？\n夏庆华：的确，几年前有车企会非常坚决地说只做更高电压、更大电流的充电桩，不做换电，但去年也开始考虑做换电。\n蔚来始终坚持车、站、桩、人、云这5个要素一起做。所谓“车”，就是移动充电车；“站”，就是换电站；“桩”，就是三款交流、小支流“超充”；“人”，指我们有一个很庞大的道路服务团队帮用户做一键家电；“云”，就是整个云的调动系统。\n在充电这件事上，蔚来就是最早做换电，也是最成熟的公司。我们在全国已经有400多个发电站，全国的换电安全标准也是蔚来牵头起草。\n全天候科技：换电和布局充电桩两种方式，从蔚来的视角，哪个成本更高？\n夏庆华：目前，“家充桩”是随车送的，含在整车成本里；功率20千瓦的“家充快充桩”，是我们自己主动去布局的，一般在商场、写字楼附近；180千瓦的“超充桩”，与特斯拉现在的超充是类似性质。\n不管是换电，还是这套充电设施，我们对车主是有一定次数限制的免费。比如，全国的车主，如果装了充电桩，每个月有4次免费换电；如果没装充电桩，每个月有6次免费换电。\n所以，对我们来讲，现阶段还是对车主的福利。以后会不会把保有量持续增加，或者适当把权益再降一点也有可能。总体而言，目前从成本角度都是蔚来在投入的。\n回到刚才成本的问题，我没特别仔细算过。但从效率上，肯定换电站比充电桩的效率要高，一个换电站服务1000台左右车基本没问题。\n向供应链上游扎根\n全天候科技：去年蔚来汽车量产超过4万台，今年上半年量产达到了去年全年水平。如果按此估计，今年量产大概会提升一倍？\n夏庆华：这个以财报数字为准。\n全天候科技：我们注意到有企业近两年才进入智能电动车赛道，目标却是在2020年实现量产100万台汽车。智能汽车量产曲线应该是怎样的？能够这么快实现指数级增长吗？\n夏庆华：与工厂设计的产能有关。比如，我们合肥的生产线，单班一年产量10万台，如果三班倒就是每年30万台。本身这投入的就是10万台的产能线，如果奔着50万年产能的强度去投资，翻2番做100万是有可能的。\n量产取决的因素非常多。比如，是不是真的有人买，是不是真的能下线。\n上下游产业链，包括做电机、做芯片、座椅、玻璃、门把手、悬架、轮胎等等，是不是会帮他准备100万产能的零部件供应。\n全天候科技：目前限制智能电动汽车量产的关键原因是什么？\n夏庆华：现阶段肯定芯片是会有一定影响。蔚来智能电动车对芯片的需求量达到每台几百个。几百个各种不同型号的芯片，任何一个出现问题，可能都会有一些影响。\n今年上半年，我们就因为芯片的限制停了5天工。但从近几个月看，经过我们供应链团队的努力，基本上也解决得差不多了。\n全天候科技：意思是芯片的问题基本解决了？\n夏庆华：大家就得按天去盯着。举个例子，之前大多数的汽车厂商需要中控大屏，就直接跟供应商说好下个月需要8000块大屏，厂商等着就好。至于屏幕和它里边的芯片等等，根本不用去操心，上游供应商会去解决。\n这几年，站到蔚来的角度，我们甚至已经不光是要找供应商，还要找他们上游做芯片、做屏幕等等的供应商，一块帮助协调这些供应商上游产线的供应。\n车企要想保证自己的产能，必须要向供应链上游扎得更深一些。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170727212,"gmtCreate":1626453928036,"gmtModify":1703760570543,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170727212","repostId":"1174712972","repostType":4,"isVote":1,"tweetType":1,"viewCount":2600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883091394,"gmtCreate":1631186005918,"gmtModify":1676530490495,"author":{"id":"4088056912922760","authorId":"4088056912922760","name":"WinWin88","avatar":"https://static.tigerbbs.com/478406e97a7c88be246f5b3038bbb68c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088056912922760","idStr":"4088056912922760"},"themes":[],"htmlText":"//<a 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