李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地

第一财经2023-11-20

李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...

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

我是你傅大爷
2023-11-21
我是你傅大爷
和红旗合作，呵呵呵
超级主力
2023-11-20
超级主力
换电是最大的败笔，这个人执拗，搞公司要命[笑哭]
看一眼
2023-11-20
看一眼
没有人用蔚来车型一样规格的电池，怎么会有车企共用蔚来的换电站呢？这不是常识吗，为了市值管理也不能出来胡说。
- 港澳一飞冲天:
  奔驰下一代车型
- 港澳一飞冲天:
  中国黑子太多美股时候再说
- 近在咫尺:
  一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？
- Ohwgo:
  你再说小鹏吗
- Ohwgo:
  突然发现好多人还没睡醒
joker_7585
2023-11-20
joker_7585
喔。我信了。你先盈利再说吧。

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2384530267?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/eabbe9111ef48fb5be9af4aab074a1fd","is_english":false,"pubTime":"2023-11-20 19:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2384530267","market":"hk","top_or_hot":-1,"title":"李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地","media":"第一财经","content":"<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">网页链接</a>\n\n</div>\n","source":"dyvj","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>李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地</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李斌内部讲话回应换电业务可持续性：首个合作换电的车企将落地\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 19:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101908032.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在...</p>\n\n<a href=\"https://www.yicai.com/news/101908032.html\">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":"LU0052750758.USD","symbol_name":"富兰克林中国基金A Acc","start_time":0,"source_url":"https://www.yicai.com/news/101908032.html","article_id":"2384530267","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/eabbe9111ef48fb5be9af4aab074a1fd"],"rights":{"source":"dyvj","url":"https://www.yicai.com/news/101908032.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2384530267","pubTimestamp":1700479980,"columns":[],"sourceInfo":{"source_id":"dyvj","name":"第一财经"},"weMediaInfo":null,"summary":"11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。但当时，蔚来并未对这一消息的真实性作出回应。随后便有消息传出，蔚来将和奔驰就换电进行合作。","collect":0,"end_time":0,"defaultTopTitle":"yicai.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","BK4526":"热门中概股","BK4588":"碎股","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"translate_title":"Li Bin's internal speech responded to the sustainability of the electricity exchange business: the first car company to cooperate in electricity exchange will land","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/251e794b09a7d5d413297a20cd914270","symbols_score_info":{"NIO.SI":1.1,"NIO":1.1,"09866":1.1},"content_text":"李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。11月20日，蔚来董事长、CEO李斌发起面向全员的内部讲话与问答，重点谈及了近期组织优化、销量压力、未来两年发展方向等话题。针对员工提出的换电业务是否可持续经营的质疑，李斌回应称，换电是蔚来巨大的先发优势，目前已经到了面向全行业开放的时刻，明天就会发布第一家合作，后面还有4~5家在谈。今年8月，曾有网传消息称，蔚来和奔驰达成合作，蔚来将向奔驰开放换电平台，开启新的盈利模式。但当时，蔚来并未对这一消息的真实性作出回应。今年上海车展期间，梅赛德斯-奔驰集团股份公司董事会主席、CEO康林松和蔚来董事长、CEO李斌曾同框出现，双方被拍到在蔚来的Nio House内会面。随后便有消息传出，蔚来将和奔驰就换电进行合作。但当时蔚来和奔驰方面均对这一消息进行了否认。尽管在当时否认了和奔驰合作的消息，但李斌此前就表示，已经有车企与蔚来在谈共用换电站，并使用蔚来的换电模式来研发新车。7月下旬，蔚来能源高级副总裁沈斐在接受第一财经记者采访时也说道，正在与一些同行洽谈合作共用换电站。11月20日，蔚来宣布，蔚来第2100座换电站于G22青兰高速壶口服务区正式上线，至此全国换电站累计布局数量已达2103座。蔚来充电桩突破20000根，覆盖全国306座城市。蔚来充电桩向所有新能源用户开放，已累计为超过110个品牌，提供近3000万次服务。除了蔚来外，吉利、上汽以及宁德时代在换电领域也有所布局，但换电站数量和蔚来相比有较大差距。但值得注意的是，目前换电模式尚未有一个明确的盈利模型。现在整个换电行业都面临建站成本高、商业模式不确定、标准不统一等挑战。根据协鑫能科公告，乘用车换电站单站建设成本约为260万元，重卡换电站建设成本则需420万元，除换电站建设费用外，运营商还需承担电池投资、线路投资等费用，所以乘用车、重卡换电站所需投资额可分别达到500万元、1000万元。有换电站运营商向记者表示，某品牌的旗舰型换电站，其建设成本大约为400万元/座，电池60块（成本另算），2000KVA电力增容预计200万元，加上场地租赁、运营成本和电费支出，单站每天需要服务1000辆车，预计3~4年左右才可以做到盈亏平衡。小鹏、理想、奇瑞等车企更青睐于布局高压快充，意图以更短的充电时间来减少用户的补能困难和补能焦虑。但高压快充在规模化应用上还面临电网容量问题。在高压快充的实际应用中，当前各家车企宣传的峰值功率并不代表用户使用场景下的真实功率。在充电站电力容量有限的情况下，多车多枪充电只能共享电力容量，充电速度难以达到理论或演示时的峰值。“目前很多地方电力容量有限，改造难度很大，如果几辆电动车同时充电，电力分配更难以支持。”蔚来总裁秦力洪表示。此外，高压快充系统可能引起电网电压波动和电流谐波，对电网稳定性构成挑战。为了应对这些问题，电网需要实施监测和调整措施，以确保电压和频率在可接受范围内。相较之下，换电站本身具备储能属性，能够更容易和电网实现互动。今年夏天，在合肥供电公司统一调度控制下，15座蔚来换电站参与了合肥市“虚拟电厂”的电网调峰。不影响用户正常换电使用的同时，换电站五天内累计调整电力负荷8兆瓦时，相当于为3000余户普通居民家庭“省出”了实时用电量。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":243623095799832,"gmtCreate":1700498003000,"gmtModify":1700498144738,"author":{"id":"4116467245192370","authorId":"4116467245192370","name":"我是你傅大爷","avatar":"https://static.tigerbbs.com/a521162b4261bd6f375bf22c3cd7136c","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4116467245192370","authorIdStr":"4116467245192370"},"htmlText":"和红旗合作，呵呵呵","listText":"和红旗合作，呵呵呵","text":"和红旗合作，呵呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243623095799832","repostId":2384530267,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":243571898417216,"gmtCreate":1700485599431,"gmtModify":1700485601072,"author":{"id":"307941910291466","authorId":"307941910291466","name":"超级主力","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"307941910291466","authorIdStr":"307941910291466"},"htmlText":"换电是最大的败笔，这个人执拗，搞公司要命[笑哭]&nbsp;&nbsp;","listText":"换电是最大的败笔，这个人执拗，搞公司要命[笑哭]&nbsp;&nbsp;","text":"换电是最大的败笔，这个人执拗，搞公司要命[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243571898417216","repostId":2384530267,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":243556872073360,"gmtCreate":1700481836906,"gmtModify":1700481838786,"author":{"id":"3473239093042706","authorId":"3473239093042706","name":"看一眼","avatar":"https://static.tigerbbs.com/5a84f5e344772736e621cec9cf6efdc2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3473239093042706","authorIdStr":"3473239093042706"},"htmlText":"没有人用蔚来车型一样规格的电池，怎么会有车企共用蔚来的换电站呢？这不是常识吗，为了市值管理也不能出来胡说。","listText":"没有人用蔚来车型一样规格的电池，怎么会有车企共用蔚来的换电站呢？这不是常识吗，为了市值管理也不能出来胡说。","text":"没有人用蔚来车型一样规格的电池，怎么会有车企共用蔚来的换电站呢？这不是常识吗，为了市值管理也不能出来胡说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/243556872073360","repostId":2384530267,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":243843407077544,"gmtCreate":1700546627359,"gmtModify":1700547906226,"authorId":4132185221815540,"author":{"id":4132185221815540,"idStr":"4132185221815540","authorId":4132185221815540,"name":"港澳一飞冲天","avatar":"https://static.tigerbbs.com/f7f5e19485f9ab8c57927c9c34ecf1ee","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"type":1,"supId":0,"prevId":0,"content":"奔驰下一代车型","text":"奔驰下一代车型","html":"奔驰下一代车型"},{"id":243843658039376,"gmtCreate":1700546684654,"gmtModify":1700547906036,"authorId":4132185221815540,"author":{"id":4132185221815540,"idStr":"4132185221815540","authorId":4132185221815540,"name":"港澳一飞冲天","avatar":"https://static.tigerbbs.com/f7f5e19485f9ab8c57927c9c34ecf1ee","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"type":1,"supId":243578050854976,"prevId":0,"content":"中国黑子太多 美股时候再说","text":"中国黑子太多 美股时候再说","html":"中国黑子太多 美股时候再说"},{"id":243622757601480,"gmtCreate":1700497924021,"gmtModify":1700497928439,"authorId":3567110299119558,"author":{"id":3567110299119558,"idStr":"3567110299119558","authorId":3567110299119558,"name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"type":1,"supId":243587459285112,"prevId":0,"content":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？","text":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？","html":"一个逼迫员工消费自家产品的企业能有未来？自己的员工都不想买蔚来的车，难道员工不比咱们消费者清楚？"},{"id":243593672405008,"gmtCreate":1700490818716,"gmtModify":1700490822441,"authorId":4109416008385830,"author":{"id":4109416008385830,"idStr":"4109416008385830","authorId":4109416008385830,"name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"type":1,"supId":243587459285112,"prevId":0,"content":"你再说小鹏吗","text":"你再说小鹏吗","html":"你再说小鹏吗"},{"id":243590182883392,"gmtCreate":1700490063434,"gmtModify":1700490067205,"authorId":4109416008385830,"author":{"id":4109416008385830,"idStr":"4109416008385830","authorId":4109416008385830,"name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":243556872073360,"type":1,"supId":243587459285112,"prevId":0,"content":"突然发现好多人还没睡醒","text":"突然发现好多人还没睡醒","html":"突然发现好多人还没睡醒"}],"langContent":"CN"},{"id":243551429132576,"gmtCreate":1700480637644,"gmtModify":1700484928552,"author":{"id":"3572742560764015","authorId":"3572742560764015","name":"joker_7585","avatar":"https://static.tigerbbs.com/1bf5e1ebbfda6dc94d67450f1d14ce84","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572742560764015","authorIdStr":"3572742560764015"},"htmlText":"喔。我信了。你先盈利再说吧。","listText":"喔。我信了。你先盈利再说吧。","text":"喔。我信了。你先盈利再说吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243551429132576","repostId":2384530267,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":4,"repostSize":4,"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":"4.29.4","shortVersion":"4.29.4","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/2384530267"}