$蔚来(NIO)$有_老虎社区_美港股上老虎 - 老虎社区

法拉第未来未来车主

$蔚来(NIO)$有谁知道蔚来的工厂10月份放了几天假么？如果国庆长假按法定要求，则相比正常月份，少了4个工作日，损失约4/22.75的产能。29号本月第5000辆车下线，加上30号这一天，预估10月产能为5000/（1-5/22.75）≈6408。[惊讶] [惊讶] [惊讶] 意思是蔚来月产能已经达到6400了？

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精彩评论

波兄
2020-10-31
波兄
年产能是10万辆，大概每个月8000多辆，5000应该是加了班的，订单再多可以排两班，不知这么理解对不对 [吃瓜] [吃瓜] [吃瓜]
- MisterD:
  产能一般指当前设备及人员满负荷状态下的生产能力，但实际生产中很少能顺利稳定满负荷。
- 法拉第未来未来车主:
  工厂的设计产能和实际产能不是一回事。不是说最大能到10万辆就真能到的，涉及到供应链的，还要看供应商的交付能力。零件不到位，不是加个班就能办到的。
MisterD
2020-10-31
MisterD
理论上工厂是轮休，不会停产的
- MisterD回复法拉第未来未来车主:
  呵，我就是做生产的，我不懂？
- 法拉第未来未来车主:
  说明你不懂工厂
小郑郑
2020-10-31
小郑郑
新的工厂已经在安排扩建中了，很快产能能进一步提升，不过主要还是为了明年的ET7做准备的
- 赚钱666回复韭菜叶:
  怎么可能，这又是哪来的小道消息
- 韭菜叶:
  ET7，没了，降挡了，要发跟Model 3那个价位的车.
股神Up
2020-10-31
股神Up
斌哥说过了，现在单班生产，限制产能的是供应链，不是工厂。就是说，有些供应商有产能瓶颈，零件供不上，工厂增加产能太容易，倒个班不就翻倍了，所以你算这些没用。
供应商产能，也可以通过重新布线，招人，倒班等途径解决，现在已经在稳步提升了
Captain香蕉
2020-10-31
Captain香蕉
要是在国外真的不太可能，问题是国内很多厂只要单子多，他们可以三班倒
- MisterD回复大卫的蔚来市值万亿:
  对对对
- 大卫的蔚来市值万亿回复MisterD:
  蔚来产能暂时上不去是因为供应链的问题
- MisterD:
  不光是人员问题，还涉及到设备容量。
如歌浅谈
2020-10-31
如歌浅谈
现在是单班，你一个月能稳定销售出去1万辆，一个月就能给你造一万辆出来[呆住]
- 如歌浅谈回复MisterD:
  想多了？这是都知道的事情好吧
- MisterD:
  你想多了

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