$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

兰博基尼比基尼

蔚来最需要做的是，慢慢放弃换电模式，将换电站慢慢改变800V快充站，先增设快充，后面开始推出不能换电的车型。

如果一条路走到黑，结局估计够呛！

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

fu6730
2023-11-28
fu6730
太无知了，蔚来没有换电就没有灵魂了，蔚来就是为换电而生的，就是干到倒闭也不能放弃换电。当年特斯拉快倒闭的时候，是不是你也建议特斯拉改造油车？
被吃掉的花生
2023-11-28
被吃掉的花生
有没有可能800v超充也需要加储能配置，也就是要建一个蓄能站，而换电站正好可以作为800v超充的储能站，蔚来的充换电一体战将同时兼顾换电和超充；而以后其他公司要大量铺开800v超充还得额外花一笔钱建储能，成本不会比换电站低，且他们的储能电池是纯纯的投入！
- 被吃掉的花生:
  由于800v站目前的成本太高，所以现在吹的最凶那几家目前根本没建什么站，而蔚来依托换电站，以后将会是800v铺的最快的企业，所以大概率现在那些吹牛逼5分钟充200km的车企的用户，以后会到处找蔚来的桩充电
许均哥
2023-11-28
许均哥
3天充电一次每次1小时。每月十次十小时。相当于每月浪费1天。充电真不适合我。什么快充多快都是N年后的事。蔚来就算倒闭也是N年后的事。
- 许均哥:
  纯电只有买蔚来。
股神小挠虎
2023-11-27
股神小挠虎
换电已经投那么多钱了，暂时不能废弃，最需要的是推出单电机车型降低价格，租电池不算降价，只能算按揭
快手抄底王
2023-11-28
快手抄底王
800v需要重新铺设电路，现在换电站慢冲功率就可以了。所以没那么简单的
龙道
2023-11-28
龙道
说800v的也不看看国网是否能支撑的了

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10

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