大连库里
2020-12-02
$蔚来(NIO)$
@理想汽车
蔚来的问题开始显现了，销量不错，产能跟不上，不是自己的工厂，理想单车型都会干蔚来一窝了！
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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转炒新能源
2020-12-02
转炒新能源
前期在注重质量和品牌建设最重要，量太大容易翻车，召回对品牌而言毁灭性的。蔚来已经吃过一次亏
越来越美好
回复
大连库里
:
理想在车主心目中几乎是完美的，是其他车无法比拟的，是真的香，不是吹牛，家里有兰博基尼的车主都这么认为！
大连库里
:
老款es8有多垃圾所有人有目共睹，不还是改款成功吗？理想现在做的就是电驱，转型也没啥难度的，先把量弄上去，保证企业活着，起码现金流是正的，活着才能在自动驾驶领域发力，蔚来在没有升级之前，辅助驾驶是被理想压制的。
转炒新能源
回复
大连库里
:
蔚来三款车同质化严重而已，而且价格高的多，选配下来需要40万了。如果单做es8一款车 也是绝对比理想高。es8以前销量是很好的，es6出来就降了很多，然后ec6出来es6又降了很多。。理想这车从理论上来说确实想法可以，但随着今年新能源爆发，不要5年，这车就没啥价值了，到时候理想再想转型是很难的，技术可以买，人心改不了。这就是理想股票不如蔚来和小鹏的原因
大连库里
:
前期可以靠营销，后期还是看产品的，理想的混合动力兼全电驱太讨喜了，几万的销量了，如果产品有大问题，车主就炸锅了！现在是蔚来车主觉得理想没技术，理想车主觉得蔚来没有性价比，小鹏觉得他两辅助驾驶都够垃圾，孩子都是自己的好而已，但是从汽车制造的角度看，理想的自建工厂优势已经开始显现！要不然也不能那么多人说，理想单款车都会干蔚来一窝了！
转炒新能源
回复
大连库里
:
理想基本不做研发，几乎都是外包，主要精力都在营销。别看它店开的少，网络营销超级多，我不是黑它，真实情况就是这样的，新能源三宝特斯拉威马我都看，软文最多的就是理想，超级多，什么去川藏了，500万以内的车比个遍，最常见的题目就是 朋友劝我买xx，我买了理想one，真香。
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越来越美好
2020-12-11
越来越美好
现在看理想销量太好，口碑太好，各种利益方和黑子想各方面打压理想，但是顾客好坏是分得清的，不是这些人可以打压得了的！只能说理想有多香，谁买谁知道
大连库里
:
比如比亚迪唐dm,没有理想之前，7座混动suv唯一选择，有了理想，除非不知道，知道了理想谁还买他！
大连库里
:
对啊，买的人都说好，那就是真的好，你中科院院士只要没买说的话也是键盘侠而已！那些黑理想的都是比亚迪，蔚来之流雇的黑子，侧面证明理想太火，动了他们奶酪！
二道贩子
2020-12-02
二道贩子
一月份开双班，产能直接7500到8000
大连库里
:
对啊，双班就瓶颈了，特斯拉建厂起步还晚，早点大胆建厂就不是这个局面了！
一只芬兰司机
2020-12-02
一只芬兰司机
大佬说的太有道理了…理想单车型市场需求有多少？
大连库里
:
我就在蔚来工厂，蔚来股票我也赚的盆满钵满，但是我了解三款车带来的混乱，也知道蔚来太多不受控制的无奈！
大连库里
:
下月破5000，明年中改款以后破万！
nomi
2020-12-02
nomi
公布的是交付量，这样可以缓解产能的问题
🙃
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