3D之家预测

蔚来Q3财报释放利好,仍需一款自己的“Model 3”自救

2020-02-07 投稿人 : sygthx.com 围观 : 709 次

CIWAI,QUNIANDISANJIDU,WEILAIJIAOFULE4799LIANGXINCHE,SHIWEILAIJIAOFULIANGZUIGAODE。YANFA、XIAOSHOUHEGUANLIFEIYONGDEBILIYEZAIXIAJIANG。GENJUCAIWUBAOGAO,WEILAIYUJIDISIJIDUXIAOSHOU8000TAO,YUJISHOURU28YIYUAN,BISHANGJIDUZENGZHANG53%。

ZAIXINNENGYUANQICHEDEZHENGTIGUONEIHUANJINGZHONG,ZHEIXIESHUJUDUIYUZENGQIANGSHICHANGXINXINJUYOUZHONGYAOYIYI。YOUYUBUTIESHUAITUI,ZHONGGUOXINNENGYUANQICHESHICHANGZIQUNIAN7YUEYILAIJINGLILE5GEYUEDEXIADIE。

3D之家预测Q3CAIWUBAOGAOSHUJUXIANSHI,WEILAIRENGCHUYU“JUDA”KUISUNZHUANGTAI,JIAOFUPINDEZENGJIABIAOMINGKEHUDUIWEILAIPINPAIDEJIESHOUDUZHENGZAITIGAO。CIWAI,WEILAIYIZHIZAIZOUGAODUANLUXIAN。ZAIQ2QIJIAN,WEILAIES8FASHENGLEDUOQIZIRANSHIJIAN,BINGJINXINGLEDAGUIMOZHAOHUI。WEILEDUGUONANGUANBINGYINGDEYONGHUDEXINREN,DISANJIDUDECAIWUBAOGAOJILEWEILAIDEZHICHIZHEYIGE“BAOZHENG”。

RENGRANBEIKUNZAI“TESILAKUNJING”ZHONG

CHULEHAOXIAOXI,WEILAIYEMIANLINZHEHETESILAJINIANQIANYIYANGDEZHANGQIFAZHAN“WENTI”。

3D之家预测Model 3ZHIQIANDETESILAYIJINGZHENGSHILIANGCHAN,ZHEIYIDIANSHOUDAOLEWAIJIEDEZHIYI。SHOUXIAN,TESILADEXIANJINLIUXIANRUWEIJI。GENJUDANGSHIDECAIWUBAOGAO,JIEZHI2018NIANDIERJIDU,TESILAZHIYOU22YIMEIYUANXIANJIN,TESILADEZONGZHAIWUCHAOGUO220YIMEIYUAN。QICHECHANYESHIZIBENMIJIXINGCHANYE,XUYAOCONGSHENGCHAN、YANFA、WULIU、XIAOSHOU、SHOUHOUFUWUDENGFANGMIANJINXING“DALIANGTOUZI”。YIDANZIBENLIANBEIDAPO,XIANQIANDENULIKENENGHUIZAIYIYEZHIJIANXIAOSHI。

3D之家预测GENJUQUNIANDISANJIDUCAIWUBAOGAO,WEILAIQICHEDISANJIDUYANFAZHICHUWEI10.232YIYUAN,TONGBIXIAJIANG21.3%。DISANJIDU,XIAOSHOU、ZONGWUHEXINGZHENGFEIYONGWEI11.644YIYUAN,TONGBIXIAJIANG30.3%,BISHANGJIDUXIAJIANG18.1%。

BENJIDU,WEILAIDEXIANJINJIXIANJINDENGJIAWU、XIANZHIXINGZIJINHEDUANQICAIWUGUANLIHEJI19.607YIYUAN(YUEHE2.743YIMEIYUAN)。GENJUCAIWUBAOGAO,YOUYUCHIXUKUISUNHEFUJINGZICHAN,GONGSIBENJIDUMODEXIANJINYUEBUZUYIMANZUWEILAI12GEYUEDUIYINGYUNZIBENHELIUDONGXINGDEXUQIU。

2019NIANDEYANDONGDAOZHIZIBENSHICHANGJIDUBAOSHOU。XIANJINLIUWEIJIWEIWEILAIMAIXIALEQIANZAIDE“ZHIMING”YINHUAN,SHITAMEIYOUWENDINGDEZIWOZAOXUENENGLI。

DIER,GUSHIDIMI,SHICHANGBEIGUAN;2017NIANZUOYOU,TESILAJINGLILEYIBORENSHICHONGJI,BAOKUOSHIJIMINGGAOGUANLIZHI,QIZHONGBAOKUOZONGGONGCHENGSHIDAOGEFEIERDE(Doug Field)、QIANSHOUXIXINXIGUAN(CIO)JIALIKELAKE(Gary Clark)HEQIANSHOUXICAIWUGUANAILIKEBULANDEZI(Eric Branderiz)。ZIBENSHICHANGDUITESILADE“NAIXIN”SIHUYEDADAOLEJIXIAN,2019NIANQIANWUGEYUE,TESILAGUJIABAODIE46%。

2019NIAN,WEILAIHAIJINXINGLEYIXILIECAIYUANHEZUZHIJIEGOUYOUHUA。JULIBINCHENG,JINNIANNIANCHU,LAIZIWEIJINGSHENGDEYUANGONGYUEWEI9900REN,DANJIEZHI2019NIANDI,LAIZIWEIJINGSHENGDEYUANGONGBUDAO7500REN。JINGUANYOUYUDISANJIDUCAIWUBAOGAO,WEILAIDEGUJIAZAINIANMOJINGLILEYIDINGDESHANGZHANG,DAN2019NIANWEILAIDEGUJIAZHENGTIDIEFURENGZAI36%ZUOYOU。

DISAN,BUTIEZHENGZAIJIANSHAO,ZENGZHANGHENKUNNAN。JUXIANGGUANBAODAO,MEIGUOXIAOFEIZHEGOUMAIDIANDONGQICHEKEXIANGSHOU2,500MEIYUAN(YUE17,000YUAN)ZHI7,500MEIYUAN(YUE52,000YUAN)DEJIANSHUI。ZI2020NIAN1YUE1RIQI。TESILAJIANGBUZAIXIANGSHOUMEIGUOZHENGFUDUIDIANDONGQICHEDESHUISHOUDIMIANZHENGCE,ZAIYIDINGCHENGDUSHANGJIANGDILETESILACHEXINGDELIRUNLV。ZUOWEIDUIFANLIZHENGCEDEHUIYING,TESILAModel 3ZAITIGAONAIYONGXINGHOUCONG35,000MEIYUANSHOUCHUZHI39,900MEIYUAN。

3D之家预测TESILAZAIMEIGUODEXIAOSHOUEZAIQUNIANDISANJIDUXIAJIANGDAO31.3YIMEIYUAN,BI2018NIANTONGQIXIAJIANGLE39%。ZAIZHONGGUOSHICHANG,QUNIANDISANJIDUSHOURUDADAO6.69YIMEIYUAN,TONGBIZENGZHANG64%。

LEISIDEQINGKUANGYEFASHENGZAIWEILAISHENSHANG。CONGQUNIAN6YUE25RIKAISHI,XIAOFEIZHEGOUMAIWEILAIES8/ES6JIANGXIANGSHOUBUDAO4WAN-5WANYUANDEBUTIE。WEILAIYIZHISHIYONGBUTIEQIANSHOUJIA,BUTIEJIAOSHAO,ZHEIYIWEIZHELIANGZHONGWEILAICHEXINGDESHOUJIAJIANGHUISHANGZHANG。

JIANSHAOBUTIEKENDINGHUI

YIFANGMIAN,ZAIJIAGEFANWEIWEI30WANYINGBANGDEXINNENGYUANQICHESHICHANG,JIAGEDIDEDUODEGUOCHAN3XINGQICHEJIANGCHONGJIES6SHICHANG;YIFANGMIAN,YUJIJIANGYU2021NIANZHENGSHISHENGCHANDEYXINGCHE(Model Y)ZUIJINXUANBUDINGJIA,ZAI440,000-530,000YUANZHIJIAN,JIANGCHUJI460,000-620,000YUANDEES8。

SUIRANWEILAIYEFABULEJIAOCHESUV EC6JINGBIAOYXING,DANSHOUJIASHANGWEIGONGBU。JUGUJI,EC6DEJIAGEBIES6GAOCHUYUE5%,BUTIEHOUYUEWEI375,000-580,000YUAN。GENJUCHANPINSHUNXU,WEILAIRENGRANQUESHAOYIKUANDINGJIAFANWEIWEI20WANYINGBANGDE“3XING”,ZHUYAOMIANXIANGZHONGDIDUANSHICHANG。YINWEIQICHESHICHANGZHONGTONGJIBIECHEXINGDEDINGJIAHUIGENJUZIJIDEPINPAISHILIBODONG,GENJUWEILAIHETESILAPINPAIZHIJIANMUQIANDECHAJU,TONGYIJIBIEBUTONGCHEXINGZHIJIANDEJIAGECHADAYUEWEI10WAN,ZHEIGENGHESHI。YINCI,WEILAIZUISHIHECHAJIAWEI200,000DE3XINGCHEXING。

ZAITESILAGUPIAOSHICHANGGUOQUJINIANDEQIFUZHONG,2018NIANDEZHUYAOZHONGDIDUANSHICHANGCHEXING3(Model 3)ZAIQIANJINHOUJINGLILEYIBOGUJIASHANGZHANG,ERCHEXING3SHANGHAIGONGCHANGZAIQUNIANDITOUCHANHOUYOUJINGLILEYIBOGUJIASHANGZHANG。2019NIAN6YUE3RI,TESILAGUJIACHUANGXIA178.97MEIYUANDEXINDI。DANQUNIAN12YUE18RI,TESILADESHOUPANJIADADAO393.15MEIYUAN,ZONGSHIZHIWEI708YIMEIYUAN。

ZHENGSHIYINWEICHESHENJIAODI,3XINGCAIDEYITUICHU,ZHEIXUNSUWEITESILADAILAILEXIAOSHOUHESHOURU。GENJUTESILAGUANFANGSHUJU,2019NIANDIYIJIDUQUANQIUJIAOFULE63,000LIANGDIANDONGQICHE,QIZHONGModel3(SHOUJIA400,000-500,000YUANRENMINBI)ZHANXIAOLIANGDEJUEDABUFEN,JIAOFULE50,900LIANG,ZHANXIAOLIANGDE80.7%。MOXING(YUE800,000)HEX(YUE900,000)GONGTONGCUCHENGLE21,100TAIDEXIAOSHOU。

DANGGAODUANPINPAITUICHUZHUANZHUYUZHONGDUANSHICHANGDECHEXINGSHI,YOUYUPINPAIXIAOYINGDEZHUFU,TAMENWANGWANGHUISHIXIANKUAISUJIAOFU。WEILAISIHURENGRANZHILIYUWEICHIGAODUANMOSHI。QUNIANDI,LIBINXUANBU,“WOMENZAIGAODUANSHICHANGMIANLINTIAOZHAN,SUOYIWEILAIBUHUISHENGCHANTEBIEBIANYIDEQICHE。”。“

3D之家预测WEILAIXIANZAI,JIUXIANGDANGNIANMEIYOUZHAODAOModel 3YAOCHIDETESILAYIYANG,TANENGFOUFANGXIASHENDUANQUCESHISHUIDEZHONGDIDUANXINGHAO,JIANGSHIWEILAIMINGNIANNENGFOUZHENZHENGZIJIUDEGUANJIAN。

“MOXING3”HUIJIWEILAIDAILAISHENMEHAOCHU?

WEILAIZUOWEIQICHEZHIZAOLINGYUDEYIZHIXINSHENGLILIANG,SHIJISHANGZHIJIE“GONGJI”LEZHONGGAODUANSHICHANG,ZHEIZAIZAOQIRENGSHOUDAOZHIYI。NIZHIDAO,ZHONGGUOQICHESHICHANGDEGUONEIPINPAIZHUYAOZAIBUDAO20WANDEFANWEINEIJINGZHENG。SHANGSHUSHICHANGYOUHAIWAIQICHEJUTOUHEGUFENQICHEZHUDAO。

3D之家预测TESILAZAIMEIGUOYESHI“XIONGXINBOBO”DE,DANGSHIModelS/XZHIJIEMIAOZHUNLEBAOSHIJIEHEFALALIDENGCHAOJIHAOHUACHEPINPAI。

3D之家预测ZHEIZHONGGAOGAOZAISHANG、DOUZHIANGYANGDETAIDUSHITESILAPINPAIDEYIXUNSUJIANLI。YUCITONGSHI,TESILAPINPAIYOUYUJIAGEGAO,BINGMEIYOUZHENZHENG“MAIDEHAO”。BIJING,JISHISHIBUQUEQIANDEMEIGUORENYENENGMAIDEQI7WANDAO8WANMEIYUANDEQICHE。GENJUTESILA2016NIANDEXIAOLIANG,QUANNIANXIAOLIANGWEILIANGDIANDONGQICHE,ZONGXIAOLIANGBURUYIXIEQICHEGONGSIDECHEXINGZHIYI。

TESILAYU2016NIAN4YUEZAIMEIGUOFABULEJIBENJIAGEWEI35,000MEIYUANDEMOXING3。ZAIKAITONGGUANFANGWANGZHANJINXINGYUDINGZHIQIAN,ZHIYOUSHANGDIANPAIDUIJINXINGYUDING。XINGHAO3DEDINGDANSHULIANGYIJINGCHAOGUO115,000。DAO2018NIAN,MOXING3JIANGZHENZHENGSHIXIANDAGUIMOSHENGCHAN,CHENGWEIXIAOSHOUDEZHUYAOGONGJU。

3D之家预测2018NIAN7YUE,ZAIMEIGUOSHICHANG,MOXING3DEZONGXIAOSHOUEGUJIWEI16,000YINGBANG。MEISAIDESI-BENCHIcJIAOCHESHITESILA3XINGZUIJIEJINDECHEXING,DANGNIAN7YUEFENDEXIAOLIANGGUJIWEI6029LIANG。KANKANBAOMA2/3/4/5XILIE,YUJIJINNIAN7YUEXIAOLIANGJIANGDADAOLIANG。AODIZAI7YUESHOUCHULE9282LIANGQICHE。SUOYOUZHEIXIESHUJUXIANSHI,TESILAZAIDANGNIAN7YUEYINLINGBBA,ZHANJULE23%DEZHONGXIAOXINGHAOHUACHESHICHANG。

3D之家预测NIZHIDAO,BAOMA、BENCHI、LEIKESASIDENGPINPAIYIDUZHANJULEMEIGUOHAOHUAQICHESHICHANGDEYIBAN。MOXING3ZAIZHEIYIJIAGEQUJIANNEICHENGGONGTUNSHILESHICHANG,SAOCHULEDANGSHIBEIHUAERJIEQIAOBUQIDETESILADEGEZHONGYINMAI。

BIJING,ZAIMEIGUOQICHESHICHANG,HAOHUACHEDEXIAOLIANGZAIJIN10WANMEIYUANDEJIAGEFANWEINEI

3D之家预测MOXING3SHIBUXINGMOXING,ZHIJIEQUDONGTESILADEXIAOSHOUSHUJU。2018NIAN,TESILATUICHULECHAOGUO245,000KUANCHEXING。ZHEIGESHUZIJIHUSHI2016NIANDESANBEI。ZHEIYEYOUXIAODIHUANJIELERENMENDUITESILADEYILV。TESILADEGUJIAZAI2017NIANCHUKAISHIPANSHENG。MOXING3DECHUXIANYEDADAHUANJIELETESILADECAIWUZHUANGKUANG。TESILA2019NIANDISANJIDUZONGSHOURUWEI63YIMEIYUAN,JINGLIRUNWEI1.43YIMEIYUAN。JINGGUOSHIDUONIANDEFAZHAN,TESILAZHONGYUSHIXIANLEDIYIGEJIDULIRUN。

YUANYINSHIHAOHUACHEZAIQICHESHICHANGDEXIAOLIANGYIZHIXIANGDUIJIAOXIAO。YANJIUGONGSIJ.D. PowerGUJI,JINNIANSHANGBANNIANMEIGUOSHICHANGXINCHEPINGJUNSHOUJIAYUEWEI33,350MEIYUAN。ModelS/XSHIPINGJUNSHOUJIADELIANGBEIDUO,ZHEIBINGBUZHENZHENGZHICHIXIAOLIANG。HOULAI,MOXING3DEDAXIAOSHOUYEYUDASHICHANGDEGUILVYOUGUAN。

LINGYIFANGMIAN,YOUWEILAIZHUDAODE30WAN-50WANFANWEINEIDESHICHANG,YUMEIGUOSHICHANGDEModelS/XCHUYUTONGYANGDEQINGKUANG,CHAOGUOLEZHONGGUOXINCHEDEPINGJUNSHOUJIA。GENJU2018 《ZHONGGUOHAOHUACHEPINPAITEXINGYANJIUBAIPISHU》,XIAOFEIZHESHOUCIGOUCHEDEZHULIUJIAGEWEI10WAN-20WANYUAN。ZHEILIANGKUANES8/ES6YOUWEILAIDAGUIMOSHENGCHAN,ZAIJIAGEFANWEINEIBIAOXIANLIANGHAO,KEYITOUFANGDAOZHENGGESHICHANG。WEILAIDEWEILAIFAZHANKONGJIANBURONGLEGUAN。

3D之家预测WEILAIDISANJIDUJIAOFULE4,799LIANGQICHE,BAOKUO4,196LIANGES6HE603LIANGES8,YUJIQUANNIANJIAOFU20,000LIANG。GONGKAISHUJUXIANSHI,2018NIAN,HAOHUACHESHICHANGGONGSHOUCHU280DUOWANLIANGQICHE,ZHONGGUOHAOHUACHESHICHANGSHENTOULVJIBENZAI10%ZUOYOU,90%DESHICHANGBEIDEGUOQIANSANMINGDEBENCHI、BAOMA、AODIDENGGAODUANQICHEPINPAIZHANJU。JINJINZAIJINIANNEI,YAOZAIWEILAISHIXIANJIN20,000LIANGQICHEDENIANXIAOLIANGBINGBURONGYI。YOUYUSHICHANGDEGUIMO,RENGNANYISHIXIANJIBEIDEZENGZHANG。

3D之家预测GENJU《2016ZHONGGUOQICHEPINPAIXIAOFEIBAOGAO》,ZAIZHONGGUODEQICHEXIAOFEIJIAGEJIEGOUZHONG,20WANYIXIADEQICHEYIZHIZHANJUJUEDUIYOUSHI。KAOLVDAOGUOQULIANGNIANGUOMINXIAOFEISHUIPINGDETIGAO,30WANLIANGYISHANGDEQICHEXIAOSHOUBILIRENGBUHUICHAOGUO10%。YOUWEILAIZHUDAODEES6/ES8ZAI300,000-500,000FANWEINEIDEXINGNENGYIJINGFEICHANGCHUSE。

YOUYUQITIJIXIAOYIJIBBACHUANTONGPINPAIHETESILAZAIZHEIYIJIAGEFANWEINEIDEZHUDAODIWEI,HENNANXIANGXIANGWEILAIHUICHIGENGDUODEDANGAO。

3D之家预测Source 《2016ZHONGGUOQICHEPINPAIXIAOFEIBAOGAO》

TESILAZAIMEIGUOSHICHANGTUICHUJIAZHI35,000MEIYUANDE3XINGKUAICHEDAO。ZAIZHONGGUOSHICHANGDEHUANJINGXIA,WEILAIPOQIEXUYAOYIKUANZHUANZHUYUBUDAO20WANLIANGQICHEDECHEXING。SUIZHEGUOQU7NIANGAODUANPINPAIXINGXIANGDEJIANLI,WEILAIJIANGZHONGXIANHUOJIANGZHONGXIANTESILAJINIANQIANZAIMEIGUOSHICHANGDEKUAISUZENGZHANGSHITOU。

3D之家预测ZHEIJIANGJIWEILAIDAILAIJIGEHAOCHU。YISHIPIAOLIANGDECAIWUBAOGAO。GENJUTESILADEQUXIAN,RUGUOWEILAINENGZAISANNIANNEIJIANGQIXIAOLIANGFANSANBEI,TAJIANGNENGGOUJIANDINGDIZHIZAOYILIANGXINCHE,SHICHANGJIAZHIZHISHAOHUIFANYIFAN。TONGYANG,ZHEIJIANGDADAGAISHANWEILAIDECAIWUZHUANGKUANG。BUXINGCHEJIANGXISHIJUDADEYINGXIAO、YANFAFEIYONG,BINGZENGJIAMAOLI。SHENZHIZAIYILIANGNIANNEIYINGLIYEBUSHIBUKENENGDE。

3D之家预测CIWAI,ZAIZIBENDEHANDONG,NENGGOUKUAISUSHIXIANDAGUIMOXIAOSHOUYEJIANGWEIZIBENSHICHANGDAILAIQINGLAI。ZHIYOUYOUZUGOUDEXIANJINLIU,RENMENCAIYOUZIGETANLUNWEILAI。

RANER,WEILAISIHUDUITUIDONGZHONGDANGMOSHIBUGANXINGQU。2019NIANNIO DAYGUANFANGHUIYINGCHENG,BUHUIWEILESHIXIANGAOXIAOLIANGERTUICHUDIDUANCHEXING。“ZHONGDIDUANSHICHANGYIJINGBEIJILI、ZHANGCHENG、SAICDENGZIZHUPINPAIDEGUONEIQICHEGONGSIJIEGUAN,TAMENZUODEHENHAO。WEILAIZUOWEIYIGEQUANXINPINPAIJINRUZHEIGESHICHANGDEJIHUIFEICHANGXIAO。LINGYIFANGMIAN,GAODUANSHICHANGDEGAOPINPAIJIZHONGDUJIANGDAOZHIWEILAISHICHANGFAZHANDEGAOHONGLI。”LIBINBIAOSHI,WEILAIDEZHUYAOJINGZHENGDUISHOUJIANGSHIBBA(BENCHI、BAOMA、AODI)。

TESILA“SUOXIAOWEIDU、DAJI”BBADENENGLIZAIYUGANGTIEXIAGERENPINPAIDAILAIDEMEILIHEZHUFU,YIJI“ZHINENG”YINGXIAOFANGSHIFUYUPINPAIDEXINGXIANG。ZHIZAOHUOJIANDERENKEYIZIRANDIZHIZAOYILIANGDIANDONGCHE。ZAIGUOCHANQICHEBENSHENQUEFAZUGOUXIYINLIDESHIHOU,WEIJINGSHENGRENGRANHENNANTIAOCHUBBA。

WEILAIQUNIANNIANDITUICHULEYIKUANXINXINGZHONGXINGJIAOCHESUVWEILAIEC6。GENJULIBINDEJIESHAO,TADEZHIJIEJINGZHENGDUISHOUJIANGSHIYINZI

CONGGEZHONGXIAOXILAIKAN,WEILAIRENGRANYAOZAI30WANDAO50WANDEJIAGEFANWEINEICHONGJISHICHANG。ZUOWEIYIGEXINSHOUQICHEPINPAI,ZHEIYANGDEXIONGXINSHOUDAOZUNZHONG。

3D之家预测DANSHIDADUOSHUSHIHOU,LIXIANGQUCONGYUXIANSHI,BASUOYOUDEJIDANFANGZAIYIGELANZILI。RUGUONIBUNENGCHUANGZAOQIJI,NIJIANGBEIFENSUI。NENGGOUJIANGTESILASONGRUTAIKONGDEMASIKE,YEJIANGLAXIALIANLAITUICHUCHEXING3,ZHEISHIZHUYAODEZHONGDUANSHICHANGCHEXING。YIZHIJUJUEZHONGGUOBAN“TESILA”BIAOQIANDEWEILIANGLAIZHENDEJIANCHIZHEIMEZUOMA?CONGZHICHIWEILAIDEGUDONGDEJIAODULAIKAN,TAXUYAOYILIANGJUJIAOZHULIUSHICHANGDE“BUXINGCHE”。

DUIYUYIGECHUANGZAOLEXINRENCAIDEPINPAILAISHUO,WEILAIMUQIANDECHENGJIUZUYIRANGLIBINGANDAOJIAOAO。DANXIANSHIZONGSHICANKUDE,WANGUDEGAODUANSHICHANGHUIRANGWEIYANSHIQUXUDUOJIHUI。SIHUZHIYOUSHIJIANNENGJIWOMENYIGEGUANYUWEILAIWEILAIZOUXIANGDEDAAN。HUIDAOSOUHUKANGENGDUO