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haiwae
2023-04-10
@我没有说谎我何必ne
haiwae
2023-03-24
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haiwae
2023-03-24
@BT财经:芯片之後是移動電源之爭?
haiwae
2023-03-24
@1a7beb17:馬斯克“摳”出來的競爭力
haiwae
2022-02-18
good study
haiwae
2022-01-07
nice
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haiwae
2022-01-07
nice
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[白眼]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659970791","repostId":"659995377","repostType":1,"repost":{"id":659995377,"gmtCreate":1679621517301,"gmtModify":1679622424583,"author":{"id":"3554348420815314","authorId":"3554348420815314","name":"BT财经","avatar":"https://static.tigerbbs.com/6a8c97ad70c88d855722c2dbc1c02f4c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554348420815314","authorIdStr":"3554348420815314"},"themes":[],"title":"芯片之後是移動電源之爭?","htmlText":"動力電池之爭或已進入到白刃戰的階段。據SNE Research3月21日最新報告顯示,全球Top10的電池製造商中,中國企業獨佔7席。而這7家中企的份額之和,達到了60.4%。對比口口聲聲要做全球第一的LG,其份額卻下滑至13.6%,整個韓系動力電池廠商的總份額,也跌至23.7%。此前, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉剛剛與韓國電池材料供應商LF簽署了一份價值30億美元的高鎳正極材料供應協議,特斯拉全力押寶韓國動力電池企業。但是目前來看中韓的動力電池之爭,似乎已經有了結果。動力電池企業競爭慘烈,從車企反應可見一斑。新能源行業競爭進入白熱化後,新能源車企要造電池的消息不絕於耳,2022年就有衆多車企被曝出進入電池賽道,其中不乏有知名車企,比如寶馬投資100億擴建瀋陽動力電池生產,廣汽投資109億元開始自研電池產業化, <a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","listText":"動力電池之爭或已進入到白刃戰的階段。據SNE Research3月21日最新報告顯示,全球Top10的電池製造商中,中國企業獨佔7席。而這7家中企的份額之和,達到了60.4%。對比口口聲聲要做全球第一的LG,其份額卻下滑至13.6%,整個韓系動力電池廠商的總份額,也跌至23.7%。此前, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉剛剛與韓國電池材料供應商LF簽署了一份價值30億美元的高鎳正極材料供應協議,特斯拉全力押寶韓國動力電池企業。但是目前來看中韓的動力電池之爭,似乎已經有了結果。動力電池企業競爭慘烈,從車企反應可見一斑。新能源行業競爭進入白熱化後,新能源車企要造電池的消息不絕於耳,2022年就有衆多車企被曝出進入電池賽道,其中不乏有知名車企,比如寶馬投資100億擴建瀋陽動力電池生產,廣汽投資109億元開始自研電池產業化, <a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","text":"動力電池之爭或已進入到白刃戰的階段。據SNE Research3月21日最新報告顯示,全球Top10的電池製造商中,中國企業獨佔7席。而這7家中企的份額之和,達到了60.4%。對比口口聲聲要做全球第一的LG,其份額卻下滑至13.6%,整個韓系動力電池廠商的總份額,也跌至23.7%。此前, $特斯拉(TSLA)$ 特斯拉剛剛與韓國電池材料供應商LF簽署了一份價值30億美元的高鎳正極材料供應協議,特斯拉全力押寶韓國動力電池企業。但是目前來看中韓的動力電池之爭,似乎已經有了結果。動力電池企業競爭慘烈,從車企反應可見一斑。新能源行業競爭進入白熱化後,新能源車企要造電池的消息不絕於耳,2022年就有衆多車企被曝出進入電池賽道,其中不乏有知名車企,比如寶馬投資100億擴建瀋陽動力電池生產,廣汽投資109億元開始自研電池產業化, $蔚來(NIO)$ 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","images":[{"img":"https://static.tigerbbs.com/342baf70988b0530cae2684b8b5e37e1","width":"2700","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659995377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659970663,"gmtCreate":1679650219354,"gmtModify":1679651775742,"author":{"id":"4103087320753820","authorId":"4103087320753820","name":"haiwae","avatar":"https://static.tigerbbs.com/2acfde6ec56b73e27c776118c9db7a72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103087320753820","authorIdStr":"4103087320753820"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659970663","repostId":"659955148","repostType":1,"repost":{"id":659955148,"gmtCreate":1679645940586,"gmtModify":1679646244902,"author":{"id":"4139988500277360","authorId":"4139988500277360","name":"1a7beb17","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4139988500277360","authorIdStr":"4139988500277360"},"themes":[],"title":"馬斯克“摳”出來的競爭力","htmlText":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","listText":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","text":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","images":[{"img":"https://static.tigerbbs.com/b570b46f53f3ef302b2ddcd9340d3546","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659955148","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094565551,"gmtCreate":1645187843599,"gmtModify":1676534006858,"author":{"id":"4103087320753820","authorId":"4103087320753820","name":"haiwae","avatar":"https://static.tigerbbs.com/2acfde6ec56b73e27c776118c9db7a72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103087320753820","authorIdStr":"4103087320753820"},"themes":[],"htmlText":"good study","listText":"good study","text":"good 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href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","listText":"動力電池之爭或已進入到白刃戰的階段。據SNE Research3月21日最新報告顯示,全球Top10的電池製造商中,中國企業獨佔7席。而這7家中企的份額之和,達到了60.4%。對比口口聲聲要做全球第一的LG,其份額卻下滑至13.6%,整個韓系動力電池廠商的總份額,也跌至23.7%。此前, <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 特斯拉剛剛與韓國電池材料供應商LF簽署了一份價值30億美元的高鎳正極材料供應協議,特斯拉全力押寶韓國動力電池企業。但是目前來看中韓的動力電池之爭,似乎已經有了結果。動力電池企業競爭慘烈,從車企反應可見一斑。新能源行業競爭進入白熱化後,新能源車企要造電池的消息不絕於耳,2022年就有衆多車企被曝出進入電池賽道,其中不乏有知名車企,比如寶馬投資100億擴建瀋陽動力電池生產,廣汽投資109億元開始自研電池產業化, <a href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","text":"動力電池之爭或已進入到白刃戰的階段。據SNE Research3月21日最新報告顯示,全球Top10的電池製造商中,中國企業獨佔7席。而這7家中企的份額之和,達到了60.4%。對比口口聲聲要做全球第一的LG,其份額卻下滑至13.6%,整個韓系動力電池廠商的總份額,也跌至23.7%。此前, $特斯拉(TSLA)$ 特斯拉剛剛與韓國電池材料供應商LF簽署了一份價值30億美元的高鎳正極材料供應協議,特斯拉全力押寶韓國動力電池企業。但是目前來看中韓的動力電池之爭,似乎已經有了結果。動力電池企業競爭慘烈,從車企反應可見一斑。新能源行業競爭進入白熱化後,新能源車企要造電池的消息不絕於耳,2022年就有衆多車企被曝出進入電池賽道,其中不乏有知名車企,比如寶馬投資100億擴建瀋陽動力電池生產,廣汽投資109億元開始自研電池產業化, $蔚來(NIO)$ 蔚來耗資20億元成立蔚來電池,以及本田汽車和LG在美國投資35億美元設立合資電池廠,小鵬汽車也傳出要自造電池的傳聞。車企們在電池行業拼命砸錢,是因爲動力電池產業鏈上游價格過高,價格壓力直接傳導至整車廠,動力電池成本已佔到汽車總成本的40%~60%。有觀點指出,中外芯片之爭後,全球競爭最激烈的或是電池之爭,事實真是這樣的嗎?特斯拉爲何上馬自造電池?中韓動力電池雖然暫時勝負已分,但是放在世界範圍來看,動力電池之爭則剛剛開始。特斯拉就是中國企業最有力的競爭對手。曾長期佔據全球新能源汽車銷冠的特斯拉要造電池不是新聞,早在2015年特斯拉就開始佈局新能源汽車電池。公開資料顯示,自2015年以來,特斯拉與動力電池相關的投資有三筆,分別是對達爾豪斯大學傑夫·戴恩研究小組(Jeff Dahn Resea","images":[{"img":"https://static.tigerbbs.com/342baf70988b0530cae2684b8b5e37e1","width":"2700","height":"1149"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659995377","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":659970663,"gmtCreate":1679650219354,"gmtModify":1679651775742,"author":{"id":"4103087320753820","authorId":"4103087320753820","name":"haiwae","avatar":"https://static.tigerbbs.com/2acfde6ec56b73e27c776118c9db7a72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103087320753820","idStr":"4103087320753820"},"themes":[],"htmlText":"[财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659970663","repostId":"659955148","repostType":1,"repost":{"id":659955148,"gmtCreate":1679645940586,"gmtModify":1679646244902,"author":{"id":"4139988500277360","authorId":"4139988500277360","name":"1a7beb17","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4139988500277360","idStr":"4139988500277360"},"themes":[],"title":"馬斯克“摳”出來的競爭力","htmlText":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","listText":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","text":"2022 年,特斯拉全年單車毛利率爲 28.5%,國內造車新勢力蔚小理這項數據分別爲 19.1%、10.4% 和 9.4%。再看一組更有對比效果的數據:被稱爲「全球最賺錢車企」的保時捷,2022 年交出總營收 367.3 億歐元、單車毛利率 18% 的成績單。這相當於去年保時捷每賣出一輛車,平均淨賺約合人民幣 16.5 萬元。相比之下,保時捷的平均單車價格爲 12.5 萬美元,而特斯拉是 5.44 萬美元。兩組數據均表明,特斯拉是全球範圍內最賺錢的車企,而特斯拉的賺錢絕技可以用一個詞概括——降本。特斯拉硬件設計工程副總裁 Pete Bannon 將特斯拉的降本過程比作剝胡蘿蔔:「剝一下不會有任何效果,但重複下去就會產生巨大影響,比如通過製造方式、垂直整合等技術革新,特斯拉的 BOM 成本已經從 2017 年的 8.4 萬美元降爲 3.6 萬美元。」但這顯然還不是特斯拉想要抵達的終局。在 3 月初特斯拉投資者日上,特斯拉宣佈下一代車型平臺的成本會降低 50%,這也意味着特斯拉新平臺的成本或將降至 1.8 萬美元以下(約合人民幣 12 萬元)。本質上來說,系統性降本能力是一家車企的底層核心競爭力,就像特斯拉 CFO Zack Kirckhorn 所說:「在這個行業,你對成本的管控,將決定你的生死存亡。」「特斯拉第三代平臺可以製造更小、更便宜的汽車,其生產成本和難度大約是我們 Model 3 的一半,」馬斯克近期在摩根士丹利會議上說道。01、12 萬元的成本,特斯拉還要再「瘦身」長遠來看,揮舞着價格屠刀的特斯拉,也得通過降本增效控制自損率。Zachary Kirkhorn 認爲,特斯拉還將從設計層面繼續減少生產成本,過去在動力總成系統方面,對於某些原材料進行了數量和性能方面的過度囤積,2023 年的目標是在第三代平臺上減少這方面的成本。根據現有的信息,我們提取了特斯拉第三代平臺","images":[{"img":"https://static.tigerbbs.com/b570b46f53f3ef302b2ddcd9340d3546","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659955148","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094565551,"gmtCreate":1645187843599,"gmtModify":1676534006858,"author":{"id":"4103087320753820","authorId":"4103087320753820","name":"haiwae","avatar":"https://static.tigerbbs.com/2acfde6ec56b73e27c776118c9db7a72","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103087320753820","idStr":"4103087320753820"},"themes":[],"htmlText":"good study","listText":"good study","text":"good 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