$蔚来(NIO)$$_老虎社区_美港股上老虎

转炒新能源

2020-12-27

$蔚来(NIO)$$特斯拉(TSLA)$$理想汽车(LI)$总有人不看好换电，说换电成本高，那我提个问题，抛开品牌和其他因素，同样价格你选择哪种电动车？

1. 90度可换电

2. 100度不可换电

明白这个问题，就不会说换电成本高了。

蔚来现在差不多卖了68000辆车，换电站建了170座左右。

如果一辆车共享10度电池，总共就是680000度，够每座换电站分4000度，相当于每座换电站40块100度电池。（虽然不能简单的这么折算，但电池是大头，就算打对折，也有20块100度电池了）

实际上，es8你可以选择70度，同为中大型SUV的奥迪etron和特斯拉modelX 则是95度和100度。70度的modelx拿的出手吗？但如果允许长途临时更换大电池，50度续航300的es8如何？

所以，换电看起来贵，实际可以通过控制电池，间接的降成本。一旦换电站发力，成本比你低，使用比你方便，还有增程和超充活路吗？

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

赚钱666
2020-12-27
赚钱666
换电规模化后，就是特斯拉末路之时。这个临界点应该会在1500-2000座换电站落成之际。
- Tastemaker:
  在你的眼里特斯拉只是一个做电动车的工厂,可其他的人不会。
- 转炒新能源:
  但至少成规模后，换电的优势会爆发出来，目前来看，电动车要普及，还得看换电，充电不堪大任。
- 转炒新能源:
  末路倒不至于吧 [开心]
拼搏的小强
2020-12-28
拼搏的小强
吉利换电站一天可以服务一千量车威玛也在做换电站还有北汽
- 熊猫不是猫89:
  据我了解，目前真正商用的换电站，一个是蔚来的。一个是奥动，就是给北汽出租车换的那个，不过好像也是蔚来投资的
- 小印_3829:
  吉利连车都没有，怎么换？不toC的产品就别谈了
- 转炒新能源:
  换电绝对能在中国像高铁一样成为一张名片，除非电池在成本充电速度能量密度上有重大突破
少虎
2020-12-30
少虎
换电成本太高，需要太长时间发展等个50年吧
- 转炒新能源:
  眼瞎可以治治
鸭川最后
2020-12-29
鸭川最后
你连蔚来的换电不是自己做的都不知道吗？李斌为什么不做呢，不就是因为赔钱吗
- 转炒新能源:
  是不是他做的重要吗？谁做不要钱？别人做的会白给他用？
老张炒美股
2020-12-29
老张炒美股
前面分析还有点道理，最后一句突然乱带节奏
小鸡吃米图
2020-12-30
小鸡吃米图
特斯拉

发表看法

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