$蔚来(NIO)$ _老虎社区_美港股上老虎

今天换电效率已经不具备优势，换电是蔚来的沉没成本，经济学上理性人的选择是放弃换电。我常去的蔚来空间，大约十几位工作人员为车主服务，我观察多数无所事事，企业如果迟迟不盈利这种非利润项目何以维继？

换句话说，这个模式在当下这个阶段，商业上不可持续。电动车的终局越来越清晰，拥有技术优势和成本优势的少数几家能跑出来，新势力们大多要面对被收购或破产的命运。或许十年后，最终站在巅峰的那家新能力车企有资本像蔚来这么玩。

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

无辜的企鹅
2023-11-21
无辜的企鹅
说白了，换电只是新势力在行业初期的一种可行的商业模式，但是现在新能源车的拥挤和技术更新速度已经挤压了换电的竞争力，但是换电又是重资产商业模式掉头难。食之无味弃之可惜。
坐等接管吧，做成了个地产物业公司
yhyh
2023-11-20
yhyh
居然敢说电动车终局，看来不是大佬就是穿越者
夏天2727
2023-11-20
夏天2727
哈哈哈哈，明天看能不能把你的脸打肿
yhyh
2023-11-20
yhyh
来占个坑，听说很快要表演打脸好戏
杜老实
2023-11-20
杜老实
后续在谈的四五家，包括奔驰的可能性很大
啸鸣
2023-11-20
啸鸣
不但要打脸，连屁股也一起打，打肿！

发表看法

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