蔚来整车工厂暂停生产，新老车型交付迟缓

36氪2022-11-01

文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求，蔚来位于合肥的两座工厂相继停产，目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪，10月中旬以来蔚来的生产就开始面临挑战。为配合防疫，江淮蔚来F1工厂原本计划关个3、5天，因为大部分零部件都备有库存，可以封闭式生产，但后来封控时间延长，整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示，蔚来在合肥经开区的汽车产业园Neo ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

sta327
2022-11-01
sta327
上周蔚来门店打电话来说有现车卖问要不要[捂脸] 这哪是疫情.另外特斯拉哪里又是因为订单不行降的价你看下提车时间
- 美股探索者:
  总有借口
- sta327:
  长沙的
- 悟空888:
  那家店？
猛逃
2022-11-01
猛逃
没人要，就找茬[捂嘴]
专打做空
2022-11-01
专打做空
未来盘前一涨就各种造谣
专打做空
2022-11-01
专打做空
造谣
CaptainJ
2022-11-01
CaptainJ
评论呢？
CaptainJ
2022-11-01
CaptainJ
哈哈就喜欢找理由，合肥根本没有疫情，看看比亚迪销量就知道了。
- 美股探索者:
  真的够了，一直有借口

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1187084689?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","is_english":false,"pubTime":"2022-11-01 17:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1187084689","market":"us","top_or_hot":-1,"title":"蔚来整车工厂暂停生产，新老车型交付迟缓","media":"36氪","content":"<div>\n<p>文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求，蔚来位于合肥的两座工厂相继停产，目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪，10月中旬以来蔚来的生产就开始面临挑战。为配合防疫，江淮蔚来F1工厂原本计划关个3、5天，因为大部分零部件都备有库存，可以封闭式生产，但后来封控时间延长，整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示，蔚来在合肥经开区的汽车产业园Neo ...</p>\n\n<a href=\"https://36kr.com/p/1982589695018248\">网页链接</a>\n\n</div>\n","source":"36k","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>蔚来整车工厂暂停生产，新老车型交付迟缓</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n蔚来整车工厂暂停生产，新老车型交付迟缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1982589695018248><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求，蔚来位于合肥的两座工厂相继停产，目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪，10月中旬以来蔚来的生产就开始面临挑战。为配合防疫，江淮蔚来F1工厂原本计划关个3、5天，因为大部分零部件都备有库存，可以封闭式生产，但后来封控时间延长，整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示，蔚来在合肥经开区的汽车产业园Neo ...</p>\n\n<a href=\"https://36kr.com/p/1982589695018248\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NIO.SI","symbol_name":"蔚来","start_time":0,"source_url":"https://36kr.com/p/1982589695018248","article_id":"1187084689","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1187084689","pubTimestamp":1667296228,"sourceInfo":{"source_id":"36k","name":"36氪"},"weMediaInfo":null,"summary":"造车新势力又遇黑天鹅。","collect":0,"end_time":0,"defaultTopTitle":"36kr.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"translate_title":"Weilai Vehicle Factory suspended production, and the delivery of new and old models was slow","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/959a2298e438dde3fd34f47fa1f7b708","symbols_score_info":{"09866":0.9,"NIO":0.9,"NIO.SI":0.9},"content_text":"文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求，蔚来位于合肥的两座工厂相继停产，目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪，10月中旬以来蔚来的生产就开始面临挑战。为配合防疫，江淮蔚来F1工厂原本计划关个3、5天，因为大部分零部件都备有库存，可以封闭式生产，但后来封控时间延长，整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示，蔚来在合肥经开区的汽车产业园Neo Park近期同样处于封闭管控，F2工厂的整车生产线也暂停运转。截至发稿，蔚来方面尚未对上述消息进行回应。目前，蔚来的全部产能都位于合肥，其中F1工厂承担了绝大多数车型的生产，包括较早上市的几款大型SUV“886”（ES8、ES6、EC6）、2021年1月上市的旗舰轿车ET7以及今年6月上市的中大型SUV ES7，产线升级后年产能最高可达30万辆。而F2工厂主要生产最新上市的轿车ET5，据称该工厂整体规划产能高达100万辆，但目前尚处于产能爬坡的初期。工厂的封控以及断断续续的停产，让蔚来近期的交付效率显著下降。不少蔚来“准车主”表示，他们订购的车原计划10月交付，但到10月下旬时车还没有上产线，有些被提示交付时间将延缓至11月。从部分车主这两天最新的反馈看，蔚来工厂的生产也并未全线停止，一些新车已经开始处于生产流程中。而到10月底，已经下线的车辆运输也在加速推进——此前封闭期间，厂区内的车辆一度无法顺利运出去。国庆节假期叠加防疫管控，蔚来今年10月的交付规模将面临不小的压力。有市场数据显示，10月前三周，蔚来汽车的上险量仅有不到6400辆，距离1万辆的基准线都还有约3600辆的差距。而蔚来今年的年度销量目标为15万辆，今年前三个季度才完成了8.24万辆，完成率仅有55%。最后一季度是蔚来的冲刺阶段，寄予厚望的走量车型ET5就在9月底开启交付，蔚来董事长、CEO李斌也曾在二季度财报会议上明确表示，“已经准备好迎接第四季度生产和交付的高速增长”。10月本应开个好头，但新工厂产能爬坡本就需要时间，现在又经历着防疫管控，交付效率明显打折，蔚来今年的交付压力进一步增加。而外部的客观因素影响新车交付，这样的情况今年并不少见。今年8月，因增程器供应商受在四川被限电、无法正常供货，理想汽车的新车L9也大面积延迟交付了，加上老款车型表现疲软，8月理想汽车交付不到5000辆，显著低于常规水平。不过，当前的新车销售，挑战不仅来自供应端，而且也来自需求端——在工厂生产节奏达不到预期的同时，绝大部分车型的终端表现也不尽如人意。有接近一线渠道的人士近期告诉36氪，蔚小理的老款车型都有订单不足的情况，加上新车产能不足、交付延缓，短期内销量掉档的压力不小。实际上，市场的寒气是普遍存在的。就在上周初，智能电动汽车销量龙头特斯拉也因为订单不及预期，而下调了旗下主销车型的价格，降价幅度最高达到了3.7万元。降价的效果立杆见影，不小的优惠的确能快速地拉动一波短期需求。但特斯拉降价的底气是领先业内的毛利率和灵活的价格机制，对于仍挣扎在供应链和产能中的其他车企来说，跟，并不是一个容易的选择。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":665264813,"gmtCreate":1667312165332,"gmtModify":1667312311022,"author":{"id":"3575249714501021","authorId":"3575249714501021","name":"sta327","avatar":"https://static.tigerbbs.com/7fc0e2f09593e5fa42283fabd72d5d58","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"上周蔚来门店打电话来 说有现车卖&nbsp;问要不要[捂脸]&nbsp;&nbsp;这哪是疫情.另外特斯拉哪里又是因为订单不行降的价 你看下提车时间","listText":"上周蔚来门店打电话来 说有现车卖&nbsp;问要不要[捂脸]&nbsp;&nbsp;这哪是疫情.另外特斯拉哪里又是因为订单不行降的价 你看下提车时间","text":"上周蔚来门店打电话来 说有现车卖 问要不要[捂脸] 这哪是疫情.另外特斯拉哪里又是因为订单不行降的价 你看下提车时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/665264813","repostId":1187084689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7721196,"gmtCreate":1667316365642,"gmtModify":1667316379124,"authorId":3536087792510617,"author":{"id":3536087792510617,"authorId":3536087792510617,"name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665264813,"type":1,"supId":0,"prevId":0,"content":"总有借口","text":"总有借口","html":"总有借口"},{"id":7721136,"gmtCreate":1667312725843,"gmtModify":1667312739823,"authorId":3575249714501021,"author":{"id":3575249714501021,"authorId":3575249714501021,"name":"sta327","avatar":"https://static.tigerbbs.com/7fc0e2f09593e5fa42283fabd72d5d58","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665264813,"type":1,"supId":7721134,"prevId":0,"content":"长沙的 ","text":"长沙的 ","html":"长沙的 "},{"id":7721134,"gmtCreate":1667312690650,"gmtModify":1667312705173,"authorId":127965840282720,"author":{"id":127965840282720,"authorId":127965840282720,"name":"悟空888","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665264813,"type":1,"supId":0,"prevId":0,"content":"那家店？","text":"那家店？","html":"那家店？"}],"langContent":"CN"},{"id":665285905,"gmtCreate":1667307639608,"gmtModify":1667307642330,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"没人要，就找茬[捂嘴]&nbsp;","listText":"没人要，就找茬[捂嘴]&nbsp;","text":"没人要，就找茬[捂嘴]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665285905","repostId":1187084689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665215624,"gmtCreate":1667300658868,"gmtModify":1667300661444,"author":{"id":"3536230780751020","authorId":"3536230780751020","name":"专打做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"未来盘前一涨 就各种造谣","listText":"未来盘前一涨 就各种造谣","text":"未来盘前一涨 就各种造谣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665215624","repostId":1187084689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665215190,"gmtCreate":1667300600810,"gmtModify":1667300603440,"author":{"id":"3536230780751020","authorId":"3536230780751020","name":"专打做空","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"造谣","listText":"造谣","text":"造谣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665215190","repostId":1187084689,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665218412,"gmtCreate":1667299626037,"gmtModify":1667299628781,"author":{"id":"3464155907172217","authorId":"3464155907172217","name":"CaptainJ","avatar":"https://static.laohu8.com/8ce2e2e16ecc2143bc4929cb38b649e5","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"评论呢？","listText":"评论呢？","text":"评论呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665218412","repostId":1187084689,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665218560,"gmtCreate":1667299603850,"gmtModify":1667299605889,"author":{"id":"3464155907172217","authorId":"3464155907172217","name":"CaptainJ","avatar":"https://static.laohu8.com/8ce2e2e16ecc2143bc4929cb38b649e5","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"哈哈就喜欢找理由，合肥根本没有疫情，看看比亚迪销量就知道了。","listText":"哈哈就喜欢找理由，合肥根本没有疫情，看看比亚迪销量就知道了。","text":"哈哈就喜欢找理由，合肥根本没有疫情，看看比亚迪销量就知道了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/665218560","repostId":1187084689,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7721208,"gmtCreate":1667316693192,"gmtModify":1667316707083,"authorId":3536087792510617,"author":{"id":3536087792510617,"authorId":3536087792510617,"name":"美股探索者","avatar":"https://static.tigerbbs.com/befb0222d3d07a306ca13deefe4f89c2","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665218560,"type":1,"supId":0,"prevId":0,"content":"真的够了，一直有借口","text":"真的够了，一直有借口","html":"真的够了，一直有借口"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1187084689"}