$蔚来(NIO)$ _老虎社区_美港股上老虎

$蔚来(NIO)$ 作为一个在北京有6年电车驾驶经验车主，说说自己对蔚来的理解吧。蔚来最大的短板应该还是续航吧。当前高端纯电卖的远不如增程的本质原因还是纯电有里程焦虑，除非家里多台车搞台纯电玩玩的，其它大部分用户没人愿意花40-60w买台车，但这台车确满足不了出行的基本需求，出个远门还得各种规划。说回蔚来，蔚来一直宣传的是通过换电彻底解决用户里程焦虑问题。这里有个前提: 大家续航里程差不多的时候，你说我能换电，这当然是明显的优势。但是别人都700km续航起了，你还500km的续航，这时换电也只能算作补续航短板了，算不上明显优势。在北京实际的电车使用经验是冬季有效使用续航也就标称续航*0.5-0.6 就是标称500km续航的车实际上开个250-300km就得去充电了。相对于蔚来换电这个系数就更低，换电只充到93%，230-280之间。这个实际使用续航实际上是解决不了用户里程焦虑的

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

长浦资本
04-03
长浦资本
续航里程从来不是蔚来的问题，蔚来的问题是贵，奔驰保时捷的品牌力都不能在电动车领域有优势，别说一个消费者并不认可的新品牌了，好卖的电动车基本都是空间大+价格相对便宜的，蔚来有啥？
- GP黑白熊回复lifeofwind:
  eqe打骨折后路面还是看到了些这些人应该是没有吃过eqc的亏
- lifeofwind回复L情情:
  电车bba就是没人买，怎么了？
- L情情:
  国外劳斯莱斯奔驰宝马30-几百万上千万不等，没人说贵，国产出30-50万的蔚来就贵，呵呵！
大风大浪
04-04
大风大浪
这个作者还六年电车经验…要么就是没开过蔚来，说的都是看似有道理的伪逻辑。我一个75度电的es8，提车就1500km的长途全家旅行，完全没有所谓的焦虑。我告诉你，焦虑和续航无关，和补能的确定性和速度有关！还和一些人的心理疾病有关！
韭菜坛子
04-05
韭菜坛子
我今天开我的续航最稀烂的老八从湖北到四川天全，1100公里，换了四次电，早晨7点半出发，晚上8点到酒店了。大多数路段限速100，数不清的隧道，到处都在下雨，一路不停地超车，不论油车、电车、增程车没几辆能比我这个时间更短，除非你能憋一天不上厕所。
- 886nba:
  这个例子只能说明路上大部分时间都在超速行驶，其他证明不了什么，如果一路超速的话，稍微好一点的油车，都可以比这个时间快
- 韭菜坛子:
  所以，解决焦虑的是方便快捷的补能体系。
886nba
04-05
886nba
你的理解是不对的，跑1000公里，蔚来只需要三次换电，一次3分钟，一共只需要9分钟，其他电车即便100多度电池，中间也得充电吧，充电1个半小时，排队还得一小时起步吧，加上零碎时间，补能时间得三个小时了吧，是蔚来补能时间的20倍
Atom xu
04-04
Atom xu
有没有可能续航和用料、车重、轮毂都有关系，特斯拉能效比好，但是内饰简陋没有隔音呢…本人特斯拉车主
小超93
04-04
小超93
在北京，3台蔚来。确实一代200多二代的好点。但真不焦虑。有家冲几乎没用过。一般长途1000公里换个3次电几乎就完事了。去年到今年1000+的跑了很多次。家门口老婆公司门口也都是换电站。北京到武汉，北京到西安，北京到合肥，都是往返。

发表看法

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