$蔚来(NIO)$车_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$车是好车，按配置价也是好价。但是按es8价格推断，这车订单稳定后最多也就3000辆/月，就算按照12月成绩蔚来一个月顶天1w辆。单车45w一年营收600亿rmb，100亿美金。对应现在市值就是10倍市销率，按特斯拉的估值，上涨空间极其有限了。

当然随着新能源市场的打开，总销量应该还会往上走，但是现在市场给特斯拉的估值能一直持续吗？打个问号，其他品牌也在凸起。

et7是真好，我很想买，可是确实买不起。40w车价不含电每月加上自动驾驶保险每月月供超过6000。我想买这车的人基本都是有能力全款的。

但如果仅限于此，蔚来市值到头了。品牌的高端≠高车价，这在传统豪华品牌上一再证明。未来最好的方法就是在一代平台上出一辆低端的轿车，在二家平台上出一款低端的SUV。这样和现有车型错位竞争。含电价格控制在30w左右，“蔚来”可期。

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

Petexu
2021-01-10
Petexu
蔚来在之后的三年里，每年销量翻倍是大概率是事件，2021交付量破十万基本是确定的，2022年20-25万台，2023年就应该超过40万辆以上了，交付40万辆，你可以对标一下特斯拉目前的市值，明年大概率会实现盈利。
- Petexu回复湘湘_9348:
  估计不会自建，还是会代工
- 湘湘_9348:
  蔚来今年会自建厂吧
- Petexu回复給你壹个韭菜包:
  理想我觉得还不错，小鹏持保留意见
- 給你壹个韭菜包回复Petexu:
  按照小鹏理想的增速，营收不是问题！而且可能会比蔚来更快获利！
- Petexu回复转炒新能源:
  还要出口欧洲别忘了，不是只卖中国一地，还有蔚来超高的69%车主推荐率，基盘客户扩大，推荐率不变的话，自己小算盘算一算去。
ten八哥
2021-01-10
ten八哥
首先这车各种新东西真不贵特别在这种货币通胀的背景下就一个比特币....nio核心价值是用户群体文化社区..多了解下吧
哈哈文文
2021-01-10
哈哈文文
我也刚买了es6,出来这个又好喜欢，我是这么想的，买蔚来和特斯拉的股票，让他们送我一辆。
DueCOURSE
2021-01-10
DueCOURSE
下一年出et5吧估计会小一点但是也不会便宜
Pandorox
2021-01-10
Pandorox
蔚来现在是产能不够，你是李斌你会选择出低端车吗？
DueCOURSE
2021-01-10
DueCOURSE
现在股市不是市盈率是看市梦率的

发表看法

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