加仓梅措
2020-10-12
$理想汽车(LI)$
记得之前跟哪位老师吵了一架，打赌三个比特币，我说理想one 可能比es6卖的多来着～ 出来接着唠啊。
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。
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浪里个浪2020
2020-10-12
浪里个浪2020
一个没有道德底线和格局的公司是不会有未来的。根本就不是一个档次的车，这个混编逻辑就是为了证明自己还活着。
yhyh
回复
瓯东散人
:
确实没必要上升到人身攻击
瓯东散人
:
某些粉整天抓着李想个人说的话斤斤计较格局真大
杰夫ONE
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加仓梅措
:
就有这么一拨人吧，就跟入了邪教似的，只要是不信他们教的都不配活着。
加仓梅措
:
怎么就没有道德底线和格局了呢，外国人的车智商税收多了人傻了吧，怎么一自己人做车就没底线了，你告诉我比起那些轻易赚国人钱的国际一线汽车品牌，理想怎么对不起你了，你详细说说。
gucasxiaot
2020-10-12
gucasxiaot
多大一部分被抢占了？销量就到这了？你知道ES8的订单数和每月订单量？model X每月销量多少，叫做就好一点？你判断EC6受众是小众人群，多小的小众，依据在哪里？主力车型来比可以啊，现在两个车都是主力，有没有卖的比理想one贵，加在一起是不是更多？你说ES6卖不过理想one，请回答上一条分析有没有这个可能性
加仓梅措
:
销量这块建议你自己再去看下各大汽车网站，看下走势～
加仓梅措
:
回答你刚的问题，你要说蔚来的产能都给主力es6 ，这种对峰值的讨论没啥意义，很儿戏，企业也不会为了争个单款销量去改变自己的战略，你要说就是拼了命争个销量冠军，那我理想还可以降价呢，毕竟我卖一辆车毛利率比你蔚来高多了。
gucasxiaot
2020-10-12
gucasxiaot
补充一句，应该叫交付多，卖的多不多你我都不知道，谁知道后面有多少付费未交付的订单
yhyh
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加仓梅措
:
小众ec6因为卖的太好已经停止锁单了，另外据说现在整体已经排产到1月份了
加仓梅措
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gucasxiaot
:
从市场角度来看 ES8 很大一部分眼球被自家产品 ES6 抢占了，销量就到这了，比model X 好点也就这样了，EC6 对于中国现阶段纯属小众人群，所以理论上 ES6 是绝对的主力，单拿主力来比较有啥问题。
gucasxiaot
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加仓梅措
:
爱讨论不讨论，拉低老子档次
gucasxiaot
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加仓梅措
:
蔚来汽车现在单班产能最大额是五千台，三款车型切换生产，生产效率肯定没有理想一款车高。从目前蔚来交付数量来看，订单数每月超过五千台应该没有问题，但是肯定没到一万台，要不就双班全负荷生产。考虑到es8毛利高，会优先排产，es6的订单会积压更多一些。老兄很难说es6卖不过理想one
gucasxiaot
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加仓梅措
:
不过换个角度，理想车型都是顶配，也就是标准化生产，工厂设计产能据说是二十万，单班产能减一半也得有十万，每月实际交付不到四千，产能利用率不到一半，可以理解为理想没有订单积压。订多少交多少，甚至会有现车提。
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灰常厉害
2020-10-13
灰常厉害
好像很有道理，可是股票为啥卖了呢？
加仓梅措
:
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