Waiting it happens
2022-11-26
$小鹏汽车(XPEV)$
预测11月小鹏总卖出4500辆左右,P51800左右,P71485左右,G3630,G9540。毛利率8%。
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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百亿身价经验
2022-11-27
百亿身价经验
8‰着实有点太少了
robinwpy
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Waiting it happens
:
哈哈哈
Waiting it happens
:
啊。。。那个是句号
Waiting it happens
2022-11-26
Waiting it happens
个人套模型预测,仅供娱乐
哆頭散幹的ZHAO
2022-11-26
哆頭散幹的ZHAO
臆想啊
Waiting it happens
:
第三周工信部公布的新能源汽车销量和这个数据基本吻合,第三周小鹏就卖出1000出头,因此我认为11月小鹏的销量也就4000多5000不到。而小鹏车型中P5占比在10月首次超过P7,参考国内大环境11月的销量里P5这种轿车的销售比例还是比SUV高得多的。我认为这个月G9的销量可能没有到1000。这对于小鹏不是一个好兆头。这意味着车型销量失衡,相当于小鹏在SUV现阶段的投入打了水漂。费老大劲搞出来一个产品没多少人买。我认为在美元加息和国内严酷的防疫政策下,以及更多车企加入新能源领域抢夺市场,小鹏11、12月的销量都不会超过5000。新年的时候如果疫情政策彻底开放,那么小鹏还是有希望回到销量破万的。但是现在,着实不行。
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