$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

月下美人还是没人

押宝“换电”胜算有多大？

根据2022年数据，蔚来目前现存1323座换电站，平均每天换电次数46000次，算下来每座换电站日均换电次数仅35次，远未达到二代换电站每日312次的服务上限，此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算，蔚来也要投入20亿资金。在亏损日益扩大的当下，不得不让人担心蔚来

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

886nba
2023-06-06
886nba
你能想到的李斌会想不到？
- 明爸爸回复886nba:
  我是蔚来4年车主，蔚来APP我重来不看，我觉得蔚来没有盈利模式，很难长期维持，看空
- 美股探索者:
  你看看李斌设定的自相残杀的产品线，他的脑子未必那么好使
- 886nba回复近在咫尺:
  你去蔚来app说一下就懂了[微笑]
- 近在咫尺:
  蔚来迟早会被换电拖死，没人陪他玩。现在大哥变小弟了，理想的市值都是他的两倍多了

发表看法

5

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":184542174318640,"tweetId":"184542174318640","gmtCreate":1686061981000,"gmtModify":1686061983471,"author":{"id":10000000000010336,"idStr":"10000000000010336","authorId":10000000000010336,"authorIdStr":"10000000000010336","name":"月下美人还是没人","avatar":"https://static.tigerbbs.com/4b51002b6d682b7196fce71fa3264623","vip":8,"userType":8,"introduction":"1","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> </p><p>押宝“换电”胜算有多大？</p><p>根据2022年数据，蔚来目前现存1323座换电站，平均每天换电次数46000次，算下来每座换电站日均换电次数仅35次，远未达到二代换电站每日312次的服务上限，此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算，蔚来也要投入20亿资金。在亏损日益扩大的当下，不得不让人担心蔚来</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> </p><p>押宝“换电”胜算有多大？</p><p>根据2022年数据，蔚来目前现存1323座换电站，平均每天换电次数46000次，算下来每座换电站日均换电次数仅35次，远未达到二代换电站每日312次的服务上限，此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算，蔚来也要投入20亿资金。在亏损日益扩大的当下，不得不让人担心蔚来</p></body></html>","text":"$蔚来(NIO)$ 押宝“换电”胜算有多大？ 根据2022年数据，蔚来目前现存1323座换电站，平均每天换电次数46000次，算下来每座换电站日均换电次数仅35次，远未达到二代换电站每日312次的服务上限，此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算，蔚来也要投入20亿资金。在亏损日益扩大的当下，不得不让人担心蔚来","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/184542174318640","repostId":0,"isVote":1,"tweetType":1,"viewCount":2902,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":306,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8002176,"commentId":"8002176","gmtCreate":1686065363044,"gmtModify":1686065366629,"authorId":3507155072547199,"author":{"id":3507155072547199,"idStr":"3507155072547199","authorId":3507155072547199,"name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":184542174318640,"objectIdStr":"184542174318640","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<span class=\"s1\">你能想到的李斌会想不到？</span>","text":"<span class=\"s1\">你能想到的李斌会想不到？</span>","html":"<span class=\"s1\">你能想到的李斌会想不到？</span>","likeSize":0,"commentSize":4,"subComments":[{"id":8002659,"commentId":"8002659","gmtCreate":1686097240054,"gmtModify":1686101931692,"authorId":3561669310039923,"author":{"id":3561669310039923,"idStr":"3561669310039923","authorId":3561669310039923,"name":"明爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3507155072547199,"repliedAuthor":{"id":3507155072547199,"idStr":"3507155072547199","authorId":3507155072547199,"name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":184542174318640,"objectIdStr":"184542174318640","type":1,"supId":8002176,"supIdStr":"8002176","prevId":8002229,"prevIdStr":"8002229","content":"<span class=\"s1\">我是蔚来4年车主，蔚来APP我重来不看，我觉得蔚来没有盈利模式，很难长期维持，看空</span>","text":"<span class=\"s1\">我是蔚来4年车主，蔚来APP我重来不看，我觉得蔚来没有盈利模式，很难长期维持，看空</span>","html":"<span class=\"s1\">我是蔚来4年车主，蔚来APP我重来不看，我觉得蔚来没有盈利模式，很难长期维持，看空</span>"},{"id":8002288,"commentId":"8002288","gmtCreate":1686086147314,"gmtModify":1686086150858,"authorId":3536087792510617,"author":{"id":3536087792510617,"idStr":"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":184542174318640,"objectIdStr":"184542174318640","type":1,"supId":8002176,"supIdStr":"8002176","prevId":0,"prevIdStr":"0","content":"<span class=\"s1\">你看看李斌设定的自相残杀的产品线，他的脑子未必那么好使</span>","text":"<span class=\"s1\">你看看李斌设定的自相残杀的产品线，他的脑子未必那么好使</span>","html":"<span class=\"s1\">你看看李斌设定的自相残杀的产品线，他的脑子未必那么好使</span>"},{"id":8002229,"commentId":"8002229","gmtCreate":1686069997957,"gmtModify":1686070001697,"authorId":3507155072547199,"author":{"id":3507155072547199,"idStr":"3507155072547199","authorId":3507155072547199,"name":"886nba","avatar":"https://static.tigerbbs.com/49d9dc2bc2eae4e0bd1d9ac0f2a19eba","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3567110299119558,"repliedAuthor":{"id":3567110299119558,"idStr":"3567110299119558","authorId":3567110299119558,"name":"近在咫尺","avatar":"https://static.tigerbbs.com/24459d7d5f2b9cf3a504836b18cb6a3d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":184542174318640,"objectIdStr":"184542174318640","type":1,"supId":8002176,"supIdStr":"8002176","prevId":8002191,"prevIdStr":"8002191","content":"<span class=\"s1\">你去蔚来app说一下就懂了[微笑]</span>","text":"<span class=\"s1\">你去蔚来app说一下就懂了[微笑]</span>","html":"<span class=\"s1\">你去蔚来app说一下就懂了[微笑]</span>"},{"id":8002191,"commentId":"8002191","gmtCreate":1686066208142,"gmtModify":1686066211665,"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":184542174318640,"objectIdStr":"184542174318640","type":1,"supId":8002176,"supIdStr":"8002176","prevId":0,"prevIdStr":"0","content":"<span class=\"s1\">蔚来迟早会被换电拖死，没人陪他玩。现在大哥变小弟了，理想的市值都是他的两倍多了</span>","text":"<span class=\"s1\">蔚来迟早会被换电拖死，没人陪他玩。现在大哥变小弟了，理想的市值都是他的两倍多了</span>","html":"<span class=\"s1\">蔚来迟早会被换电拖死，没人陪他玩。现在大哥变小弟了，理想的市值都是他的两倍多了</span>"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/184542174318640"}