$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

10月份减产，产线调试只是明面上的原因，感觉蔚来在有意控制每月的交付量，保证et7交付前的每月数据不出太大波动。

从交车等待时间和11月交付量来看，蔚来已经基本可以保证et7交付前每个月1万的交付量。如果年底促销至订单大增，或者et7提前交付，12月有可能冲击2万辆左右，争取年交付量突破10万。

以上纯属个人猜测，不喜勿喷

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

无酒亦醉
2021-12-02
无酒亦醉
供应链不会有那么大波动的，从这个月交付数量看，属于第一代车型的产线产能还没有增加，每月就是一万辆左右，11月产能不可能受供应链影响。12月要是低于1万辆，那就说明订单不足。也别扯控制产量啥的，哪有那么多的阴谋论。
- 无酒亦醉回复Pandorox:
  如果一二代共用生产线，且供应链充足，11月还是只交了不到1万1，那就两种情况，工厂产能目前只有这么多，或者订单只有这么多
- Pandorox:
  10月份藏了7000辆的，车没有交付，供应肯定是给到的。蔚来是柔性产线，一二代应该是共用的
九里堤第一巴图鲁
2022-01-02
九里堤第一巴图鲁
哈哈猜得不算太准
- Pandorox:
  看来是订单也就这么多了
甜甜的芝麻汤圆
2021-12-02
甜甜的芝麻汤圆
12月没可能2万的，必须要留点给明年1、2月份

发表看法

6

11

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