蔚来目前建成换电站2_老虎社区_美港股上老虎

2023-11-14

蔚来目前建成换电站2080座，充电站3383座，建成充电桩19770根，这是蔚来一家企业举一己之力在全国布局的充换电设施。目前新能源电动汽车基本上只有蔚来能够做到长途出行说走就走。在图一中明显能够看得到GJ意志的体现。图二是中国政府网刚刚发布的全面电动化先行试点，鼓励探索形成一批可复制可推广的经验和模式，为新能源汽车全市场化拓展和绿色低碳交通运输体系建设发挥示范带动作用。总体思路里面明确提出主要目标和任务，其中充换电体系作为核心重点，要建设70+万台充电桩，0.78万座换电站。再去看蔚来全球最先进最智能化的F2工厂，相信蔚来很快会迎来发展的拐点。耐心等待。$蔚来(NIO)$ $特斯拉(TSLA)$ $小鹏汽车(XPEV)$

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

Ohwgo
2023-11-14
Ohwgo
天天说这些有啥用？你一个开银行的天天说你有多少个银行？不说存款？你一个开起车的不说买了多少车，天天说换电站，你比如去干充电桩。
- Ohwgo回复白斩堂:
  国内的企业真的得好好学学西方
- 白斩堂回复大海六六發:
  国内各家相比较他们技术创新没有，成本控制没有，经验模式基本就是通过融到的钱去顶服务，组织架构混乱管理层水平参差不齐。想通过换电数量换国内话语权，国家并没给政策支持，这块业务想独立融资也难，毕竟都是重资产。最糟糕应该是电池业务，完全是脑残的投入扩大研发，无果而终。长期需要刮骨疗伤才能活下去。
- 大海六六發:
  长期看没有问题，正是因为当下的不如意，股价下跌才有投资机会。
悟空888
2023-11-14
悟空888
不好好重视销量为公司盈利，建一万个换电站有啥用。
- 人民币美元一起赚回复大海六六發:
  营销还是不太行，比如抖音各种黑子都不用理想和特斯拉那种强势警告手段，李斌有点宋襄公的感觉，营销这种就是尔虞我诈，零和博弈，李斌还是理想主义作风
  
  如果不是换电站天然护城河，这波华为满血复活直接就把蔚来卷死了
- 大海六六發回复悟空888:
  我也亏了一百多😭也是恨铁不成钢
- 悟空888回复大海六六發:
  我一直持有蔚来股票，亏损了几百w。我是恨铁不成钢！
- 大海六六發:
  不是团队不重视销售，相信他们比我们都着急。高端纯电的市场定位本来就很难。蔚来在今年1-9月成交均价30万以上高端品牌纯电市场占比高达51.4%，江浙沪地区成交均价30万以上高端纯电市场蔚来占有率达68.6%。蔚来增换购车主中48%来自BBA，部分车型高达56%。这些数据来看，蔚来并不差。当下销售数据，市场觉得不理想，股价下跌，这也正是看好蔚来的人的投资机会。不看好那也没有办法。
Nnn王权富贵
2023-11-14
Nnn王权富贵
越多跌得越惨
- 大海六六發:
  只要觉得它好，跌了正好加仓，以后的涨幅你才能赚到更多的钱。😄
不要频繁操作
2023-11-14
不要频繁操作
这个应该是公共交通的换电站吧，给出租车和公交车换电。
投资汪
2023-11-15
投资汪
方向不对，努力白费
梓坚
2023-11-15
梓坚
👍👍

发表看法

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