Amiter personal page - To The Moon

Amiter

Amiter

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05-23 07:24

$MINIMAX-WP(00100)$

2023-06-15

$AMC院线(AMC)$ ,[微笑]

2021-05-16

$Altimeter Growth Corp.(AGC)$pls upupup

05-16

$三倍做空半导体ETF-Direxion Daily(SOXS)$ [害羞]

2025-09-09

$比亚迪股份(01211)$

2025-06-09

$比亚迪电子(00285)$

01:47

$MINIMAX-WP(00100)$ [财迷] [财迷]

2024-02-21

[微笑]

2023-10-26

[捂脸] [捂脸] [捂脸] [喷血] [喷血] [喷血]

2023-06-21

$小米集团-W(01810)$

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your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101854786458470","idStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"repost":{"id":"1118501771","kind":"news","pubTimestamp":1663836621,"share":"https://ttm.financial/m/news/1118501771?lang=en_US&edition=fundamental","pubTime":"2022-09-22 16:50","market":"us","language":"zh","title":"Foxconn is rumored to dismantle production lines as iPhone 14 sales fall short of expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1118501771","media":"时代财经","summary":"工人罕见旺季不加班。","content":"<p><html><head></head><body>Text/Wang Ting</p><p>Only about a month after mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will be removed in two days. I heard that many workshops have been demolished.\" On September 21st, Wu Yang, who just left Foxconn in Zhengzhou, said that he had done pre-processing work on iPhone 14 before, but now the orders have decreased, and the workers will be transferred to other workshops first.</p><p>Times Finance observed that the market performance of iPhone 14 is far inferior to that of iPhone 14 Pro and Pro Max. As of 17: 00 on the 21st, on JD.COM's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively on the 7th.</p><p><b>Multiple workshops are urgently removed, and workers work fewer overtime in peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories only entered the mass production period of iPhone 14 series, that is, the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory, saying that the workshop where he was located began to remove stitches one after another, and he didn't know which workshop he would be assigned to later.</p><p>According to the accompanying text, due to stitch removal, the workshop did not arrange overtime for the workers. Everyone got off work on time, which was also the first time since mass production. For her and Wu Yang, it is unusual to have an early shift and remove stitches in peak season.</p><p>Wu Yang, a worker who just left his job, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to the market sales, and all the production lines on the fourth floor where the workshop is located may have to be demolished. His job is to do pre-processing on iPhone 14 in the workshop, including foam sticking, pre-folded cable arrangement, ferrule, etc. There is no iPhone 14 Pro or Pro Max in the processed products.</p><p>Recently, many similar videos have appeared on the short video platform, some of which have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of dismantling stitches on overtime. Hourly Foxconn workers earn higher wages in peak season, and if they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, there are at least five workshops where Zhengzhou Foxconn has demolished or will demolish production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" refers to iPhone 14 in Zhengzhou Foxconn.</p><p>Earlier, Ming-Chi Kuo said on social platforms that Apple has asked Hon Hai (Foxconn) to convert the production line of iPhone 14 to the production line of iPhone 14 Pro series, which will help improve Apple's product portfolio and the average selling price of iPhone in the fourth quarter of this year.</p><p>\"Based on the production line conversion rate, it is equivalent to Apple increasing the shipments of iPhone 14 Pro series in Q4 2022.\" He estimated that shipments would increase by about 10%.</p><p>After that, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60% – 65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55% – 60%), and iPhone 14 Pro Max was the most popular model of iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to get more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from 130 million units previously due to increased demand from Apple.</p><p><b>iPhone 14 Available Anywhere, Pro, Pro Max Hard to Find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>At present, on Apple's official website, all memory and color versions of iPhone 14 are in stock, and you can choose the delivery date at will. iPhone 14 Plus can also be delivered to your door on October 7th, the day of sale, and it basically takes 5-7 weeks to buy iPhone 14 Pro and Pro Max.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall and JD.COM, iPhone 14 is available in stock, while iPhone 14 Pro Max is difficult to find, such as \"delivery within 57 days of payment\" in the flagship Store of Tmall Apple Store.</p><p>In Huaqiangbei, the iPhone 14 has fallen below its issue price. According to the backpacker quotation table, on September 21st, the recycling prices of the black, purple and white versions of 256GB iPhone 14 were 6,520 yuan, 6,550 yuan and 6,540 yuan respectively, which were 279 yuan, 249 yuan and 259 yuan lower than the official website price respectively.</p><p>On this quote table, iPhone 14 Pro, iPhone 14 Pro Max most memory, color versions have premium prices.</p><p>On the day of pre-sale on September 9th, Times Finance observed the performance of iPhone 14 series on various e-commerce platforms, and found that iPhone 14 was far less popular than iPhone 14 Pro and Pro Max.</p><p>Take Apple's self-operated flagship store in JD.COM as an example. Half an hour after the pre-sale started, the number of iPhone 14 reservations was 459,000, while the number of iPhone 14 Pro and iPhone 14 Pro Max reservations was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12th, Ming-Chi Kuo publicly stated that iPhone 14 and iPhone 14 Plus were in stock on the day of their launch, reflecting sluggish demand, and the pre-order results were worse than those of iPhone SE 3 and iPhone 13 mini, both of which suffered cuts in the first half of this year.</p><p>In the eyes of some consumers, iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple's autumn new product launch conference, Zhou Zhou bought the second-hand iPhone12 Pro Max with slight wear for 5,500 yuan, which was initially officially priced at 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high. It is better to buy the top with the old model.</p><p>As he said, the upgrade and innovation of iPhone 14 series concentrates on iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island and 48-megapixel main camera. iPhone 14 has not been upgraded, but it is still A15 chip, 12-megapixel main camera and Liu Haiping.</p><p>It is worth mentioning that after the official release, many users who got mobile phones in the first batch complained about iPhone 14 series problems, including camera jitter, no signal in the card, incompatibility between Dynamic Island and third-party software, etc. Some users complained about screenshots with Dynamic Island, which would expose privacy.</p><p>As for the camera jitter, Apple said that it would fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only show Dynamic Island when Dynamic Island is enabled, and it will not show in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>","source":"tf_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Foxconn is rumored to dismantle production lines as iPhone 14 sales fall short of expectations</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\">\nFoxconn is rumored to dismantle production lines as iPhone 14 sales fall short of expectations\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时代财经</strong><span class=\"h-time small\">2022-09-22 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Text/Wang Ting</p><p>Only about a month after mass production, the stitches were removed in the iPhone 14 workshop of Apple's foundry.</p><p>\"Our workshop will be removed in two days. I heard that many workshops have been demolished.\" On September 21st, Wu Yang, who just left Foxconn in Zhengzhou, said that he had done pre-processing work on iPhone 14 before, but now the orders have decreased, and the workers will be transferred to other workshops first.</p><p>Times Finance observed that the market performance of iPhone 14 is far inferior to that of iPhone 14 Pro and Pro Max. As of 17: 00 on the 21st, on JD.COM's mobile phone list, the purple 256GB iPhone 14 Pro and iPhone 14 sold 15,000 pieces and 5,048 pieces respectively on the 7th.</p><p><b>Multiple workshops are urgently removed, and workers work fewer overtime in peak season</b></p><p>Times Finance learned that in August this year, Foxconn's Shenzhen and Zhengzhou factories only entered the mass production period of iPhone 14 series, that is, the peak production season.</p><p>\"After two or three weeks of production, it was dismantled again.\" In mid-September, Xiaoyan, an employee of Zhengzhou Foxconn, sent a video near the factory, saying that the workshop where he was located began to remove stitches one after another, and he didn't know which workshop he would be assigned to later.</p><p>According to the accompanying text, due to stitch removal, the workshop did not arrange overtime for the workers. Everyone got off work on time, which was also the first time since mass production. For her and Wu Yang, it is unusual to have an early shift and remove stitches in peak season.</p><p>Wu Yang, a worker who just left his job, also said that he had encountered the same situation before. He told Times Finance that the production arrangement in the factory changes according to the market sales, and all the production lines on the fourth floor where the workshop is located may have to be demolished. His job is to do pre-processing on iPhone 14 in the workshop, including foam sticking, pre-folded cable arrangement, ferrule, etc. There is no iPhone 14 Pro or Pro Max in the processed products.</p><p>Recently, many similar videos have appeared on the short video platform, some of which have over 100 comments. Workers are hotly discussing which production lines have been dismantled or are about to be dismantled, and the impact of dismantling stitches on overtime. Hourly Foxconn workers earn higher wages in peak season, and if they work less overtime, their wages will be lower than usual.</p><p>According to incomplete statistics, there are at least five workshops where Zhengzhou Foxconn has demolished or will demolish production lines, and when mentioning workshop products, most workers mention the code \"27\". A worker told Times Finance that \"27\" refers to iPhone 14 in Zhengzhou Foxconn.</p><p>Earlier, Ming-Chi Kuo said on social platforms that Apple has asked Hon Hai (Foxconn) to convert the production line of iPhone 14 to the production line of iPhone 14 Pro series, which will help improve Apple's product portfolio and the average selling price of iPhone in the fourth quarter of this year.</p><p>\"Based on the production line conversion rate, it is equivalent to Apple increasing the shipments of iPhone 14 Pro series in Q4 2022.\" He estimated that shipments would increase by about 10%.</p><p>After that, he publicly stated that after the production line conversion, iPhone 14 Pro and Pro Max accounted for 60% – 65% of the overall iPhone 14 series shipments in 2H22 (previously estimated 55% – 60%), and iPhone 14 Pro Max was the most popular model of iPhone 14 series.</p><p>South Korean media Thelec recently reported that Samsung is expected to get more orders for iPhone 14 Pro series panels. Samsung has raised its iPhone OLED shipment target to 149 million units from 130 million units previously due to increased demand from Apple.</p><p><b>iPhone 14 Available Anywhere, Pro, Pro Max Hard to Find</b></p><p>In fact, at the beginning of its release, the decline of iPhone 14 has already appeared and continues to this day.</p><p>At present, on Apple's official website, all memory and color versions of iPhone 14 are in stock, and you can choose the delivery date at will. iPhone 14 Plus can also be delivered to your door on October 7th, the day of sale, and it basically takes 5-7 weeks to buy iPhone 14 Pro and Pro Max.</p><p>Times Finance found that on e-commerce platforms such as Pinduoduo, Tmall and JD.COM, iPhone 14 is available in stock, while iPhone 14 Pro Max is difficult to find, such as \"delivery within 57 days of payment\" in the flagship Store of Tmall Apple Store.</p><p>In Huaqiangbei, the iPhone 14 has fallen below its issue price. According to the backpacker quotation table, on September 21st, the recycling prices of the black, purple and white versions of 256GB iPhone 14 were 6,520 yuan, 6,550 yuan and 6,540 yuan respectively, which were 279 yuan, 249 yuan and 259 yuan lower than the official website price respectively.</p><p>On this quote table, iPhone 14 Pro, iPhone 14 Pro Max most memory, color versions have premium prices.</p><p>On the day of pre-sale on September 9th, Times Finance observed the performance of iPhone 14 series on various e-commerce platforms, and found that iPhone 14 was far less popular than iPhone 14 Pro and Pro Max.</p><p>Take Apple's self-operated flagship store in JD.COM as an example. Half an hour after the pre-sale started, the number of iPhone 14 reservations was 459,000, while the number of iPhone 14 Pro and iPhone 14 Pro Max reservations was as high as 1.641 million and 1.324 million respectively.</p><p>On September 12th, Ming-Chi Kuo publicly stated that iPhone 14 and iPhone 14 Plus were in stock on the day of their launch, reflecting sluggish demand, and the pre-order results were worse than those of iPhone SE 3 and iPhone 13 mini, both of which suffered cuts in the first half of this year.</p><p>In the eyes of some consumers, iPhone 14 is even inferior to the previous two generations of second-hand phones. After Apple's autumn new product launch conference, Zhou Zhou bought the second-hand iPhone12 Pro Max with slight wear for 5,500 yuan, which was initially officially priced at 10,099 yuan.</p><p>He believes that the difference between iPhone 14 and the previous two generations is relatively small. iPhone 14 Pro and Pro Max have innovations such as \"Dynamic Island\", and the price is too high. It is better to buy the top with the old model.</p><p>As he said, the upgrade and innovation of iPhone 14 series concentrates on iPhone 14 Pro and Pro Max, with A16 chip, Dynamic Island and 48-megapixel main camera. iPhone 14 has not been upgraded, but it is still A15 chip, 12-megapixel main camera and Liu Haiping.</p><p>It is worth mentioning that after the official release, many users who got mobile phones in the first batch complained about iPhone 14 series problems, including camera jitter, no signal in the card, incompatibility between Dynamic Island and third-party software, etc. Some users complained about screenshots with Dynamic Island, which would expose privacy.</p><p>As for the camera jitter, Apple said that it would fix it. As for the screenshot problem of iPhone 14 Pro and Pro Max, some netizens said that the screenshot will only show Dynamic Island when Dynamic Island is enabled, and it will not show in the screenshot when Dynamic Island is turned off.</p><p>(Wu Yang, Xiaoyan and Zhou Zhou are pseudonyms in the text)</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml\">时代财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6367ffab85653002d2fd9c3205f7ab70","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118501771","content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=en_US&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"G9, a lifesaver for XPeng?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21st, XPeng' flagship SUV G9 was warmed up for nearly a year and arrived late, kicking off the curtain with a lively \"Spring Festival Gala\".</p><p>G9 is the flagship product of XPeng to enter the high-end market, and its configuration is not short of bright spots, equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Comparable to the Cayenne's driving sense; The upgraded intelligent driving system is the industry's first full-scene X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving, and does not rely on high-precision maps.</p><p>He Xiaopeng, CEO of XPeng Automobile, said that G9 has launched six versions in total, with a starting price of 309,900 yuan. Except for the commemorative edition and optional configuration, the maximum price is 449,900 yuan, which has a price advantage over competing models such as Ideal L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan).</p><p>Such pricing seems to reveal He Xiaopeng's helplessness in sprinting to the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, the delivery volume of XPeng fell below the \"passing line\" of 10,000 units to 9,578 units, although it increased by 33% year-on-year, but decreased by 1,946 units or 16.9% month-on-month; The whole second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the growth of sales volume was braked.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, with only 29,000-31,000 vehicles, far lower than the 45,900 vehicles previously estimated by the market, and it was as \"exploding\" as the ideal.</p><p>In addition, XPeng, which has been advertising income for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, the gross profit margin of XPeng decreased by 1.3 percentage points quarter-on-quarter to 10.9%; Among them, the gross profit margin of vehicles dropped by 1.3 percentage points from the previous month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually consumed. The share price of XPeng Automobile has fallen all the way from the historical high of HK$ 220 at the end of last year. On September 22nd, after the release of G9, it was halved to HK$ 53.9/share at the close, a drop of 11.57% on that day. The total market value also fell below HK$ 100 billion to HK$ 92.8 billion for the first time, evaporating over HK$ 200 billion from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He Xiaopeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to whether it can turn over.</p><p>He Xiaopeng hopes that G9 can repair the product structure to help improve the overall gross profit margin while repairing the product structure. He confidently shouted the slogan \"I believe the G9 will surpass the scale of Audi Q5 next year and reach continuous monthly sales of 10,000 units\".</p><p>According to the annual target of XPeng to ensure 250,000 units and 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>All along, XPeng has been the cost-effective route among Wei Xiaoli's three companies, but this leads to its low selling price, low gross profit margin, and the most serious loss among the three companies, because the cost of sales is very high.</p><p>At present, it seems that G9 still continues the previous strategy, playing the cost-effective card and taking the best amount.</p><p>However, although G9 is cheaper than competing products, it is still the highest priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as Huawei's Wenjie M5 EV just launched in early September and Avita 11 to be delivered in December.</p><p>In an era of weak scale growth and personal shopping by new forces, it is not so easy for XPeng to reverse the decline by G9. The problem facing all the new powers, including XPeng, is life and death. It's brutal, but that's the reality.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>G9, a lifesaver for XPeng?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nG9, a lifesaver for XPeng?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-09-22 17:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>From its debut at the Guangzhou Auto Show at the end of November last year to its official launch on September 21st, XPeng' flagship SUV G9 was warmed up for nearly a year and arrived late, kicking off the curtain with a lively \"Spring Festival Gala\".</p><p>G9 is the flagship product of XPeng to enter the high-end market, and its configuration is not short of bright spots, equipped with 10%-80% ultra-fast charging that only takes 15 minutes at the fastest; Comparable to the Cayenne's driving sense; The upgraded intelligent driving system is the industry's first full-scene X-NGP, which integrates previous separate functions such as parking, high-speed or urban driving, and does not rely on high-precision maps.</p><p>He Xiaopeng, CEO of XPeng Automobile, said that G9 has launched six versions in total, with a starting price of 309,900 yuan. Except for the commemorative edition and optional configuration, the maximum price is 449,900 yuan, which has a price advantage over competing models such as Ideal L9 MAX (459,800 yuan) and Nio ES6 (384,000-444,000 yuan).</p><p>Such pricing seems to reveal He Xiaopeng's helplessness in sprinting to the high-end luxury market at this time, and his confidence is not so sufficient.</p><p>In August, the delivery volume of XPeng fell below the \"passing line\" of 10,000 units to 9,578 units, although it increased by 33% year-on-year, but decreased by 1,946 units or 16.9% month-on-month; The whole second quarter also showed signs of fatigue, with the growth rate shrinking by 61 percentage points compared with Q1, and the growth of sales volume was braked.</p><p>Moreover, the Q3 delivery guidance issued by XPeng did not rise but fell, with only 29,000-31,000 vehicles, far lower than the 45,900 vehicles previously estimated by the market, and it was as \"exploding\" as the ideal.</p><p>In addition, XPeng, which has been advertising income for scale, has failed to significantly increase its scale, and its losses have expanded.</p><p>In the second quarter, the gross profit margin of XPeng decreased by 1.3 percentage points quarter-on-quarter to 10.9%; Among them, the gross profit margin of vehicles dropped by 1.3 percentage points from the previous month and fell below 10% to 9.1%. And the loss expanded again, with the net loss in Q2 reaching 2.7 billion yuan, 1 billion yuan more than in the first quarter.</p><p>The patience of investors is gradually consumed. The share price of XPeng Automobile has fallen all the way from the historical high of HK$ 220 at the end of last year. On September 22nd, after the release of G9, it was halved to HK$ 53.9/share at the close, a drop of 11.57% on that day. The total market value also fell below HK$ 100 billion to HK$ 92.8 billion for the first time, evaporating over HK$ 200 billion from the highest level.</p><p>The test faced by XPeng has risen to the height of survival. In He Xiaopeng's eyes, this G9, which is \"the best SUV within 500,000 yuan\" and \"replaces Porsche as a new benchmark\", is the key to whether it can turn over.</p><p>He Xiaopeng hopes that G9 can repair the product structure to help improve the overall gross profit margin while repairing the product structure. He confidently shouted the slogan \"I believe the G9 will surpass the scale of Audi Q5 next year and reach continuous monthly sales of 10,000 units\".</p><p>According to the annual target of XPeng to ensure 250,000 units and 300,000 units at the beginning of the year, G9 needs to contribute 14%, which means that after G9 starts delivery in October, the average shipment speed in the fourth quarter will reach 11,000 units/month.</p><p>All along, XPeng has been the cost-effective route among Wei Xiaoli's three companies, but this leads to its low selling price, low gross profit margin, and the most serious loss among the three companies, because the cost of sales is very high.</p><p>At present, it seems that G9 still continues the previous strategy, playing the cost-effective card and taking the best amount.</p><p>However, although G9 is cheaper than competing products, it is still the highest priced product in XPeng at present; And in this range, G9's competitors are not only Nio and Ideal, but also many other stronger competitors, such as Huawei's Wenjie M5 EV just launched in early September and Avita 11 to be delivered in December.</p><p>In an era of weak scale growth and personal shopping by new forces, it is not so easy for XPeng to reverse the decline by G9. The problem facing all the new powers, including XPeng, is life and death. It's brutal, but that's the reality.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3670939\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192356727,"gmtCreate":1621150610369,"gmtModify":1704353419832,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575981766701819","idStr":"3575981766701819"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","text":"$Altimeter Growth Corp.(AGC)$pls 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