$蔚来(NIO)$ _老虎社区_美港股上老虎

2023-01-11

$蔚来(NIO)$ $特斯拉(TSLA)$ $小鹏汽车(XPEV)$ 不考虑其他因素，30度电池的特斯拉model3，小鹏p7你肯定不会买，但30度的et5就不好说了，因为可以换电，平时当成两轮电动车或者老头乐开开，有长途需求去换个大电池。

那么为什么蔚来不这么做呢？明显可以相比同行节省一大笔成本，再算上baas，起码可以比同行低5万以上。五菱mini都有人买，说明人们对短续航也有很大的需求量。况且蔚来有换电，能随时切换回来，也并不影响长途行驶能力。

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

转炒新能源
2023-01-12
转炒新能源
有道理，30度200km，降低车重提高续航，平时当老头乐用，对我而言，我可能一年也不用换大电池，但又保持了升级电池的可能性。
另外，30度成本低，租用成本也低，真正做到了租金比加油低。同时，你买了30度意味着会很少会参与换电，这样就基本不会影响买100度的换电体验。
- 百亿身价经验:
  和我一样，一年也就换两三次顶多了
- 转炒新能源:
  因为电池这一块就省好几万成本，实现对其他纯电动的降维打击
Ruosong
2023-01-11
Ruosong
我有蔚来和特斯拉，30度的蔚来肯定不现实，包括150度的电池短期内也不会上。现在普及的一二代换电站就那几块电池，你电池规格搞多了只会大大降低换电站工作效率。
- 百亿身价经验:
  对，你说的这点没想到，不过假设有30度，我相信便宜4万定会有不少人选择。最终大多数人都是30度电池换来换去，规格反而没那么重要了，而且，在不增加成本的情况下，换电站电池可以多达30-43块。
老地方等你
2023-01-11
老地方等你
还是要选有长途运营能力的呀
- 百亿身价经验回复Aoeivu:
  绝大多数情况下都可以30换30，就算稍远，比如300km，也可以换一次就到家。也没什么不适应，又不是天天跑。而且这样的话，换电站电池就可以大量增加，起码在同样成本下达到30块以上。
- Aoeivu回复百亿身价经验:
  那如果换电怎么解决啊…30换30…我估计厂家短时间不会出，我在比利时，这边基本上高速40km一个充电站，所以特斯拉的400在这边很够用了，之前五菱宏光mini刚出我都想买[笑哭]确实油车加电车，电车负责便宜就够了。
- 百亿身价经验回复Aoeivu:
  我说的不是租，这么说吧，如果et5有30度和70度两个版本要我选，总价低3-4万，我绝对选30度版本
- Aoeivu回复百亿身价经验:
  但是你考虑电池包的价格了吗？长期付费与买断显然是买断更划算的，而且蔚来车价不会压到含电池包同类型车的一半，那么其实五年的租金=买断，
- 百亿身价经验:
  长途换个大电池呢？
我要做镰刀
2023-01-11
我要做镰刀
专家级分析？还是韭菜级分析？
- 百亿身价经验:
  最近给老丈人买了辆五菱mini，本想买个长续航，说没必要，家里离县城30多公里，离市区40多公里，无论去哪都能来回。对他们来说基本满足100%需求。如果有换电加持，剩下偶尔的长途通过换电解决岂不是更合理？
生生世世爱
2023-01-11
生生世世爱
让我多关注一下蔚来近期的股价表现
龙年炒龙
2023-01-11
龙年炒龙
就降价这点来说我还是支持特斯拉

发表看法

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