$蔚来(NIO)$蔚_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$蔚来的成本比小鹏高很多，因为蔚来搞换电模式，建换电站和给备用电池充电成本很大，这块目前完全0收入，因为前期车主都是免费换电的多，就算其它的企业运营成本和小鹏差不多（实际上可能高许多），最后总的利润率会差一些。另外卖的车多，如果真的如坊间传闻买一辆亏一辆，可能蔚来前三季度还是亏本的，或者临界亏本。

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

wyw656141
2020-11-12
wyw656141
小鹏不如蔚来会搞概念蔚来亏钱但股价补回来小鹏短平快，马上出p5了，可能比蔚来的轿车更早交付，没有售后服务那么大的压力，跑量轻松，也很看好小鹏。蔚来尽早出海去抢欧美有钱人市场，不然f1 都白搞了
- wyw656141回复IshiShi:
  短期不需要应对因为还是抢汽油车市场阶段蔚来用户客单价比特斯拉贵10多万中高端市场蔚来更得人心实际体验也确实更符合中国人对nvh需求 modely合理价位是30万和es6 35万会错开有竞争但市场够大 x3 glc之类才是需要慌
- IshiShi:
  对，蔚来的车子还是太贵了。他们的战略方向和特斯拉相反，马斯克的目标是造世界上人人买得起的车。蔚来目前走高端还是很成功的，但是长期下去，等Model Y出货而且价格在30万多的话，我不知道蔚来怎么应对。
给时间一个机会
2020-11-12
给时间一个机会
你是真不懂，二季度都转正啦 [捂脸]
- IshiShi:
  那是第二季度一个季度。我现在说前三季度。
IshiShi
2020-11-12
IshiShi
这论坛里很多时候交流都充满敌意。我希望大家能和平地交流信息，发表意见。
熊猫不是猫89
2020-11-12
熊猫不是猫89
总体亏，但是卖车已经不亏了，车卖的越多，亏损越少
进击的阿甘
2020-11-12
进击的阿甘
本身就是亏本的，毛利不等于净利
IshiShi
2020-11-12
IshiShi
我也是瞎猜的，乱说，不是提醒各位。

发表看法

9

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":304892271,"tweetId":"304892271","gmtCreate":1605191491693,"gmtModify":1703836665381,"author":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"authorIdStr":"3479976605968495","name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来的成本比小鹏高很多，因为蔚来搞换电模式，建换电站和给备用电池充电成本很大，这块目前完全0收入，因为前期车主都是免费换电的多，就算其它的企业运营成本和小鹏差不多（实际上可能高许多），最后总的利润率会差一些。另外卖的车多，如果真的如坊间传闻买一辆亏一辆，可能蔚来前三季度还是亏本的，或者临界亏本。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>蔚来的成本比小鹏高很多，因为蔚来搞换电模式，建换电站和给备用电池充电成本很大，这块目前完全0收入，因为前期车主都是免费换电的多，就算其它的企业运营成本和小鹏差不多（实际上可能高许多），最后总的利润率会差一些。另外卖的车多，如果真的如坊间传闻买一辆亏一辆，可能蔚来前三季度还是亏本的，或者临界亏本。</p></body></html>","text":"$蔚来(NIO)$蔚来的成本比小鹏高很多，因为蔚来搞换电模式，建换电站和给备用电池充电成本很大，这块目前完全0收入，因为前期车主都是免费换电的多，就算其它的企业运营成本和小鹏差不多（实际上可能高许多），最后总的利润率会差一些。另外卖的车多，如果真的如坊间传闻买一辆亏一辆，可能蔚来前三季度还是亏本的，或者临界亏本。","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/304892271","repostId":0,"isVote":1,"tweetType":1,"viewCount":4693,"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":293,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3032163,"commentId":"3032163","gmtCreate":1605192904957,"gmtModify":1605192904957,"authorId":3544004961528018,"author":{"id":3544004961528018,"idStr":"3544004961528018","authorId":3544004961528018,"name":"wyw656141","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"小鹏不如蔚来会搞概念 蔚来亏钱但股价补回来 小鹏短平快，马上出p5了，可能比蔚来的轿车更早交付，没有售后服务那么大的压力，跑量轻松，也很看好小鹏。蔚来尽早出海去抢欧美有钱人市场，不然f1 都白搞了","text":"小鹏不如蔚来会搞概念 蔚来亏钱但股价补回来 小鹏短平快，马上出p5了，可能比蔚来的轿车更早交付，没有售后服务那么大的压力，跑量轻松，也很看好小鹏。蔚来尽早出海去抢欧美有钱人市场，不然f1 都白搞了","html":"小鹏不如蔚来会搞概念 蔚来亏钱但股价补回来 小鹏短平快，马上出p5了，可能比蔚来的轿车更早交付，没有售后服务那么大的压力，跑量轻松，也很看好小鹏。蔚来尽早出海去抢欧美有钱人市场，不然f1 都白搞了","likeSize":0,"commentSize":2,"subComments":[{"id":3032368,"commentId":"3032368","gmtCreate":1605194077323,"gmtModify":1605194077323,"authorId":3544004961528018,"author":{"id":3544004961528018,"idStr":"3544004961528018","authorId":3544004961528018,"name":"wyw656141","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3479976605968495,"repliedAuthor":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":3032163,"supIdStr":"3032163","prevId":3032225,"prevIdStr":"3032225","content":"短期不需要应对 因为还是抢汽油车市场阶段 蔚来用户客单价比特斯拉贵10多万 中高端市场蔚来更得人心 实际体验也确实更符合中国人对nvh需求 modely合理价位是30万 和es6 35万会错开 有竞争但市场够大 x3 glc之类才是需要慌","text":"短期不需要应对 因为还是抢汽油车市场阶段 蔚来用户客单价比特斯拉贵10多万 中高端市场蔚来更得人心 实际体验也确实更符合中国人对nvh需求 modely合理价位是30万 和es6 35万会错开 有竞争但市场够大 x3 glc之类才是需要慌","html":"短期不需要应对 因为还是抢汽油车市场阶段 蔚来用户客单价比特斯拉贵10多万 中高端市场蔚来更得人心 实际体验也确实更符合中国人对nvh需求 modely合理价位是30万 和es6 35万会错开 有竞争但市场够大 x3 glc之类才是需要慌"},{"id":3032225,"commentId":"3032225","gmtCreate":1605193242069,"gmtModify":1605193242069,"authorId":3479976605968495,"author":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":3032163,"supIdStr":"3032163","prevId":0,"prevIdStr":"0","content":"对，蔚来的车子还是太贵了。他们的战略方向和特斯拉相反，马斯克的目标是造世界上人人买得起的车。蔚来目前走高端还是很成功的，但是长期下去，等Model Y出货而且价格在30万多的话，我不知道蔚来怎么应对。","text":"对，蔚来的车子还是太贵了。他们的战略方向和特斯拉相反，马斯克的目标是造世界上人人买得起的车。蔚来目前走高端还是很成功的，但是长期下去，等Model Y出货而且价格在30万多的话，我不知道蔚来怎么应对。","html":"对，蔚来的车子还是太贵了。他们的战略方向和特斯拉相反，马斯克的目标是造世界上人人买得起的车。蔚来目前走高端还是很成功的，但是长期下去，等Model Y出货而且价格在30万多的话，我不知道蔚来怎么应对。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3032005,"commentId":"3032005","gmtCreate":1605191849876,"gmtModify":1605191849876,"authorId":3500007266646187,"author":{"id":3500007266646187,"idStr":"3500007266646187","authorId":3500007266646187,"name":"给时间一个机会","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你是真不懂，二季度都转正啦 [捂脸]","text":"你是真不懂，二季度都转正啦 [捂脸]","html":"你是真不懂，二季度都转正啦 [捂脸]","likeSize":0,"commentSize":1,"subComments":[{"id":3032048,"commentId":"3032048","gmtCreate":1605192156044,"gmtModify":1605192156044,"authorId":3479976605968495,"author":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":3032005,"supIdStr":"3032005","prevId":0,"prevIdStr":"0","content":"那是第二季度一个季度。我现在说前三季度。","text":"那是第二季度一个季度。我现在说前三季度。","html":"那是第二季度一个季度。我现在说前三季度。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3032267,"commentId":"3032267","gmtCreate":1605193550712,"gmtModify":1605193550712,"authorId":3479976605968495,"author":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这论坛里很多时候交流都充满敌意。我希望大家能和平地交流信息，发表意见。","text":"这论坛里很多时候交流都充满敌意。我希望大家能和平地交流信息，发表意见。","html":"这论坛里很多时候交流都充满敌意。我希望大家能和平地交流信息，发表意见。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3032178,"commentId":"3032178","gmtCreate":1605193017234,"gmtModify":1605193017234,"authorId":3547466401788060,"author":{"id":3547466401788060,"idStr":"3547466401788060","authorId":3547466401788060,"name":"熊猫不是猫89","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"总体亏，但是卖车已经不亏了，车卖的越多，亏损越少","text":"总体亏，但是卖车已经不亏了，车卖的越多，亏损越少","html":"总体亏，但是卖车已经不亏了，车卖的越多，亏损越少","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3032087,"commentId":"3032087","gmtCreate":1605192403784,"gmtModify":1605192403784,"authorId":3535281594531938,"author":{"id":3535281594531938,"idStr":"3535281594531938","authorId":3535281594531938,"name":"进击的阿甘","avatar":"https://static.tigerbbs.com/4a29fd4df6c60f92879d15c0ac934b7e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"本身就是亏本的，毛利不等于净利","text":"本身就是亏本的，毛利不等于净利","html":"本身就是亏本的，毛利不等于净利","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3032062,"commentId":"3032062","gmtCreate":1605192262268,"gmtModify":1605192262268,"authorId":3479976605968495,"author":{"id":3479976605968495,"idStr":"3479976605968495","authorId":3479976605968495,"name":"IshiShi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":304892271,"objectIdStr":"304892271","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也是瞎猜的，乱说，不是提醒各位。","text":"我也是瞎猜的，乱说，不是提醒各位。","html":"我也是瞎猜的，乱说，不是提醒各位。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/304892271"}