$蔚来(NIO)$ _老虎社区_美港股上老虎

2019-04-02

$蔚来(NIO)$ 我觉得蔚来目前这个阶段放弃建厂是正确的。自建工程需要大量的资金，设备调试、工人培训、产量爬坡、质量稳定都需要一个过程。目前把资金投入到研发、市场、品牌推广、销售上是明智的。电动车和传统汽油车不一样，产能不是问题，现有的整车厂有大把的资源可以利用。特斯拉不一样，他必须在中国建厂才能享受到做为国产车的相关政策。凭马斯克的性格和一贯作风，感觉上海厂投产肯定要大幅晚于预期，其中的各种关系也不是他想当然就能轻易搞定的。

蔚来已来

老司机坚信蔚来是属于我们的！

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

踢呲的球
2019-04-02
踢呲的球
特斯拉建厂新增就业换门票，蔚来直接联合江淮广汽长安，利用现有工厂厂能，弯道超车。
- 涛涛涛回复最后的武士:
  没多大技术含量的意思是能做出来然后开得动省电流畅加速度等调节技术门槛可是高了去了
- 最后的武士:
  是的，三电没有太多技术，顶多是个集成吧。所以产能不是问题，生成个车壳都能干。蔚来放弃建厂是对的，只是对消费者心理有影响。电动车跟传统汽车厂商真的是天壤之别，这也是传统厂家放弃不了的
- 最后的武士:
  传统汽车也有“三电系统”—发动机、变速箱、传动系统，这些基本要自产，电动车的三电（电控，电驱、电池）可以代工
蔚来车主888
2019-04-02
蔚来车主888
老哥明白人！
- 最后的武士:
  拿放弃建厂说事的全是黑蔚来的。电动车跟汽油车不一样，没有发动机、没有传动系统，核心就是三电系统和电池，拼的是设计、综合质量、品牌和销售。目前建厂的都是些传统汽车厂商。特斯拉的情况不一样，美国整车厂商高度垄断，不会给特斯拉代工来砸自己传统市场的。所以特斯拉在美国只能自建工厂
我要买GTR
2019-04-02
我要买GTR
我到不觉得这是特斯拉的短板，他的建厂和交付我感觉即使延期也影响不大。长期来看，特斯拉最大的短板是本地化服务和舒适性配置。特斯拉是懂极客的，但是这毕竟是少数人。
- 最后的武士:
  特斯拉是用建厂换门票，中国这么大块电动车蛋糕不能让特斯拉白吃
Amigo_Amiga
2019-04-02
Amigo_Amiga
特斯拉、江淮汽车都是辣鸡车……还是奔驰宝马好[贱笑]
- 最后的武士:
  哈哈
乌利赛斯
2019-04-02
乌利赛斯
特斯拉在北上广长三角一带知名度还可以，但其实是在三四线城市知名度就很低了，相反蔚来已经把名气打打入到内陆了。ES8的车主已经遍布全国两百多个城市，一年时间做成这样都是很了不起的成绩。还在讨论蔚来该不该代工等问题的人该醒醒了，汽车行业正在经历大的变革，看不懂就不要瞎评论。
- 乌利赛斯回复科斯切尔尼:
  你滚一边去吧
- 科斯切尔尼:
  放你狗屁。。你也懂汽车行业？[开心][开心]
华尔街猎手
2019-04-02
华尔街猎手
I can’t agree more!
- 最后的武士:
  Thank you

发表看法

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