$蔚来汽车(NIO)_老虎社区_美港股上老虎

2018-11-07

$蔚来汽车(NIO)$ 创始人很有经验和能力，这个公司的基因非常优秀。目前为止战略都实现的很好。例如：一级市场融资对象尽可能排除了潜在竞争者，二级市场融资在一级市场融资困难发生时及时开始，用App服务收集足够真实需求以实现快速和准确的产品迭代，把服务放到产品前面这个理念很超前且符合趋势，第三季度量产规模按预期达标基本能实现2018年末1万台的对赌。运气也不错。例如：特斯拉这个时候实现了大反转导致整个舆论对电动车又恢复信心。位置也很好，由于贸易战产生的高壁垒，让国内的电动车行业获得一个难得的2到3年的温室期。风险在于：一，注意力和长期战略被政策干扰，无法在温室期结束前完成研发和服务的沉淀和追赶。二，特斯拉在中国的布局加速。三，全球经济周期性下行。总之，这是一个短期震荡，长期看好的公司。

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

爱吹牛的瓜瓜
2018-11-07
爱吹牛的瓜瓜
我看好蔚来有三点：1，第一个出来的，目前国产新能源只有蔚来，谁先做出来这点很重要！2，汽车对于大众来说是个出行空间，回归理性用车，服务体验远比单纯机器性能高更重要，这点蔚来定位很好。3，营销思路很对，降维，从高端逐步做低端，更容易获得品牌认同；风险：1，李斌这货把这事干黄了；2，对于新能源相比市场保有量我更看重基建服务建设，但是这个在中国有大政策风险；3，好公司的股票未必是好股票！
- 爱吹牛的瓜瓜回复团子爸爸:
  无脑做空的思路，上来就说没良心，呵呵
- 团子爸爸回复投研猫:
  这结论出的有点飘，底下的支撑内容呢？
- 投研猫:
  做新能源国产的，有北汽新能源，广汽新能源，比亚迪等，造车新势力的有威马，车和家，小鹏，蔚来。汽车最重要的是解决出行，其它都是花哨，可有可无，营销思路有问题，什么换电池，电池租赁，完全没可行性，为了争夺市场，把未做好的产品拿出来卖，没良心，没梦想企业
- 团子爸爸回复爱吹牛的瓜瓜:
  总结非常到位！
- 爱吹牛的瓜瓜回复团子爸爸:
  硬件上中国人都喜欢外国的，服务上外国人来中国都是个死。
MoonBye
2018-11-07
MoonBye
续航是所有电动车的问题，锂电技术不是朝夕解决的，三种锂电池安全与能量密度不能兼顾啊，当然作为整车厂，整车技术也会对续航有很大影响，能不断靠近特斯拉就是成功了，就是怕特斯拉上海工厂全面开工，蔚来还差太远啊
- 一剑回复团子爸爸:
  没有大量资金的投入，技术追赶是一个伪命题，不过，你高兴就好
- 团子爸爸回复一剑:
  国内研发整体确实有差距，好在蔚来把研发基地放了好几个国家，技术追赶上会好一点。至于卡脖子，不至于的，电动车还属于应用型研发，很少有研究不出来的，这不像芯片或者新材料研发，充满不确定性。
- 一剑回复团子爸爸:
  逻辑有问题呀，国外科技含量非常高的产品一大把，也没见国内的哪个搞定了，而且专利保护不是摆设，对于有些核心技术，你用就是侵权！一直卡你脖子上
- 团子爸爸:
  专业！电池方面有没有调查的帖子可以科普一下？从历史上看，在技术上，追赶者比开拓者会省力很多。所以只要特斯拉能解决，蔚来用更短的时间解决。这不是蔚来牛，而是技术问题的特点就是第一个做出来是最难的，第二第三个做出来的难度会降低一个数量级。
反着我买就对了
2018-11-07
反着我买就对了
电池续航，不是靠换电站就能解决的
- 团子爸爸回复空头军事:
  嗯是的！技术是有巧合性在里面，说不定很快有突破，但也可能很久都突破不了。好在有特斯拉在前面。技术问题，难点在第一名，只要前者突破，后来者会容易做出来。
- 团子爸爸:
  这种性能问题给够时间肯定能解决，只要研发团队的迭代能力强，这些包括续航、导航、AI、自动驾驶等等目前的问题，都会被解决。所以更关心的是现有研发团队能否稳定运作，现有的问题收集机制是否能坚持完善下去。
- 空头军事:
  这东西受限于技术，不然为什么一万亿市值的苹果，手机还要一天两冲？
反着我买就对了
2018-11-07
反着我买就对了
公司明显缺钱，把股民套牢谁也别跑。
- 团子爸爸:
  是的！资金链肯定紧张，但是只要满足三点就还能继续融资。一，符合趋势。二，东西做得好。三，市场不缺钱。最担心的是后两者。
T20211213552
2018-11-08
T20211213552
先把车造好
vision
2018-11-07
vision
何时能breakeven
- 白夜行:
  我估计还要融资

发表看法

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