$蔚来(NIO)$ _老虎社区_美港股上老虎

理想之城

12-02

$蔚来(NIO)$ $蔚来-SW(09866)$ 蔚来最费钱的地方就是换电，这又是电车以后最大的盈利点，先占换电站，以后其他车想建换电站都没地方了，置之死地而后生，有可能又是个传奇。

新势力淘汰赛开启！下一家倒闭的会是？

因现金流问题，极越面临解散危机，不禁让人担心各新势力发展前景。今年以来，销量为王已成新能源车企唯一存活信条，你觉得下一家倒闭的会是谁？新势力2025年发展前景你还看好吗？

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

大鱼海棠_4922
12-03
大鱼海棠_4922
换电是好但是蔚来最大的问题没有专心搞换电又去搞芯片操作系统手机[捂脸][捂脸][捂脸]
芯片和操作系统研发简直是无底洞[捂脸][捂脸][捂脸]
- 理想之城:
  一直在一心多用的感觉
Inmoretion
12-02
Inmoretion
现在就是不太知道换电的前景到底怎么样，但是实际使用上换电确实很方便
- 不加倍抢地主回复Inmoretion:
  电池技术充电技术都不是问题，电池寿命是问题，电网是问题
- kciceblue回复Inmoretion:
  真正的问题在于快充伤电池，不能换电池的话寿命会大大减少，最后还得车主买单。蔚来相当于提前把这个问题自己接过去了
- Inmoretion回复向北的人:
  讲实话，如果后面电池技术或者充电技术能达到十分钟左右，那换电可能会走下坡，但是如果达不到，那换电这个思路还是能走得通的，目前来看换电的体验是不错的
- 向北的人:
  死路一条
红色的老韭菜
12-06
红色的老韭菜
第一，换电前期还可以，到了中后期，电池老了，全部某要换，又是一笔很大的开销。
第二，技术在不断进步，换电不是最优解。
第三，换电也无法解决里程焦虑问题，它有承载瓶颈。现在是蔚来车少。所以车主感觉方便，要是蔚来或换电的车多了，还不是要等。为何，因为充满电的人家换走了，留下需要充电的。你就要等。

发表看法

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