$蔚来(NIO)$ _老虎社区_美港股上老虎

$蔚来(NIO)$ 宁德时代是做电池的，各家车企不愿意被绑架都希望多种选择，宁德时代搞换电是想统一电池把车企拴死，蔚来去跟宁德时代合作换电无异于与虎谋皮。而且除了蔚来有兴趣谁会往里冲？宁德时代也不过放放卫星，真没人跟进不会向蔚来这样傻傻投，以为这就是给换电正名了，未免有点太天真。

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精彩评论

老小猫
03-19
老小猫
宁德做换电是对的，蔚来做这个是错的。换电是有应用场景的，比如矿山到港口走固定路线的重卡，比如城市公交车，比如宁德要做的网约车换电。普通家用车也可以做，但是有时间窗口：充电60Kw的时候优势明显，充电1Mw的时候意思就不大了，后面还有2Mw、3Mw…时间窗口就关闭了。
皓月繁星
06:23
皓月繁星
蔚来对于换电就像被套牢的散户一样头铁
赵脑斧
03-19
赵脑斧
有道理，大聪明

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