smallbread11
2022-11-02
抬进纳斯达克什么鬼 ?小编智商堪忧
又又停产的蔚来,好脆弱
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。
分享至
微信
复制链接
精彩评论
岭北居
2022-11-02
岭北居
这些人都是咸的没事干,为赋新词强说愁
长工成子
2022-11-02
长工成子
小编脖子以上部位都不正常了
什么也没有了~
APP内打开
发表看法
2
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":665527893,"tweetId":"665527893","gmtCreate":1667387890312,"gmtModify":1667388207791,"author":{"id":4095632815582410,"idStr":"4095632815582410","authorId":4095632815582410,"authorIdStr":"4095632815582410","name":"smallbread11","avatar":"https://static.tigerbbs.com/ab8ee1b39176dc4ff63f8861dfdd47f6","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>抬进纳斯达克什么鬼 ?小编智商堪忧</p></body></html>","htmlText":"<html><head></head><body><p>抬进纳斯达克什么鬼 ?小编智商堪忧</p></body></html>","text":"抬进纳斯达克什么鬼 ?小编智商堪忧","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/665527893","repostId":2280301361,"repostType":2,"repost":{"id":"2280301361","kind":"highlight","pubTimestamp":1667387914,"share":"https://www.laohu8.com/m/news/2280301361?lang=&edition=full","pubTime":"2022-11-02 19:18","market":"us","language":"zh","title":"又又停产的蔚来,好脆弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2280301361","media":"华尔街见闻","summary":"供应链之殤。","content":"<html><head></head><body><blockquote><b>供应链之殤。</b></blockquote><p>本命年的李斌似乎一直不太顺。产能和供应链的问题从年头到年尾,一直掣肘着<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。</p><p>在经历了4月的整车停产后,华尔街见闻获悉,受到疫情影响,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>位于合肥的两座工厂近期相继停产,并导致旗下车型交付普遍放缓。</p><p>对此,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>方面于11月2日表示,消息属实。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>投资者关系部门也回应投资者称,疫情影响到了供应链,新车的交付周期确实大幅拉长。</p><p>尤其是蔚来9月才正式投产的F2工厂暂停运转,对蔚来整体交付影响很大。目前,该工厂主要生产的是ET5,这是蔚来董事长李斌寄予厚望的车型,原本计划要在12月月交付过万。</p><p>从蔚来9、10月的具体交付数据看,情况并不乐观。蔚来11月1日公布的交付数据显示,其在10月交付汽车10059辆,同比增长174.3%,但相比9月时的10878辆,环比下滑7.53%。</p><p>ET5从9月时交付221辆,仅提升至10月的1030辆,离交付过万的目标有很大的距离。</p><p>李斌在9月放出豪言,接下来几个月,蔚来交付量每个月都会打破纪录。并且经过此前疫情的教训后,疫情对供应链的影响相对可控。没想到,打脸来得如此之快。</p><p>事实上,这不是蔚来第一次停产了。4月份,蔚来就在其官方APP里宣布暂停整车停产,原因是从3月中旬起,蔚来的零部件受疫情影响开始断供,并一直未恢复。</p><p>蔚来将这两次停产都主要归为疫情原因,但同期,其他各家新势力或传统车企,并没有出现如此大面积的整车停产。</p><p>每次疫情都会对蔚来的交付造成影响,折射的是这家造车新势力明星公司的供应链管理,非常脆弱。</p><p>在蔚来社区里,有消费者直言,6款车卖不过人家一款车,可以想见蔚来的供应链管理多糟糕,不能总是把疫情当借口。</p><p>10月交付数据的下滑,将蔚来的问题再次暴露了出来。</p><p>蔚来一直采用的是纯代工模式,并且零部件大部分采购自单一的供应商。加上蔚来定位高端,能够选择的原材料供应商很少,很难找到合格的替代供应商。去年8月,蔚来就因为博世ESP芯片供应问题,导致交付量暴跌。</p><p>虽然此后在动力电池上,虽然李斌试图增加二供、三供,甚至是自造芯片、电池,来解决自身在供应链上的短板,增加产能。但这均不能解决蔚来短期内供应链的脆弱。<a href=\"https://laohu8.com/S/601788\">光大证券</a>也指出,供应链是蔚来今年四季度产能爬坡的关键。</p><p>虽然李斌在二季度业绩会上曾强调,接下来要解决的重点问题就包括供应链这一项,但目前情况不容乐观。</p><p>李斌11月1日也在蔚来社区里表示,希望11月整车和零部件生产能恢复正常,早日交付订单。</p><p>中长期来看,供应链的问题如果一直未能解决,将直接影响蔚来的生死存亡。眼下电动车市场上竞争愈发激烈,新势力、传统玩家都在把自己拳头产品推向市场,蔚来随时有掉队的风险。</p><p>相比7月,眼下蔚来和小鹏、理想的交付已经明显掉队。在10月新势力交付榜单里,广汽埃安以超3万辆的交付排在榜首,紧随其后的是哪吒、华为问界和极氪,交付量均过万,“蔚小理”已经被甩在了身后。</p><p>而接下来的两个月市场竞争激烈。连行业龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>都在上个月底官宣降价,试图在今年剩下的两个月里冲销量,可见市场里的竞争激烈程度。在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>之后,福特电马等品牌也跟随降价,业内预期,接下来新势力们也不得加大促销优惠求销量。</p><p>对于新势力来说,四季度是今年交付冲刺的重要阶段,无论是消化在手订单,还是通过优惠获取新订单,都需要加把劲。</p><p>再次遇到产能问题的蔚来,已然火烧眉毛。这家四年前一度濒临破产,靠着用户抬进纳斯达克的造车新势力,很难再靠“饭圈”拯救自己了。它只能提升供应链管理、保障交付来赢得更多消费者青睐。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>又又停产的蔚来,好脆弱</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n又又停产的蔚来,好脆弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 19:18 北京时间 <a href=https://wallstreetcn.com/articles/3673930><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>供应链之殤。本命年的李斌似乎一直不太顺。产能和供应链的问题从年头到年尾,一直掣肘着蔚来。在经历了4月的整车停产后,华尔街见闻获悉,受到疫情影响,蔚来位于合肥的两座工厂近期相继停产,并导致旗下车型交付普遍放缓。对此,蔚来方面于11月2日表示,消息属实。蔚来投资者关系部门也回应投资者称,疫情影响到了供应链,新车的交付周期确实大幅拉长。尤其是蔚来9月才正式投产的F2工厂暂停运转,对蔚来整体交付影响很大。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673930\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d48c6cc7f66b7ad8ad13a247c0ffba0f","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","BK1119":"汽车制造商","BK4526":"热门中概股","BK4574":"无人驾驶","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","09866":"蔚来-SW","NIO":"蔚来","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车"},"source_url":"https://wallstreetcn.com/articles/3673930","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280301361","content_text":"供应链之殤。本命年的李斌似乎一直不太顺。产能和供应链的问题从年头到年尾,一直掣肘着蔚来。在经历了4月的整车停产后,华尔街见闻获悉,受到疫情影响,蔚来位于合肥的两座工厂近期相继停产,并导致旗下车型交付普遍放缓。对此,蔚来方面于11月2日表示,消息属实。蔚来投资者关系部门也回应投资者称,疫情影响到了供应链,新车的交付周期确实大幅拉长。尤其是蔚来9月才正式投产的F2工厂暂停运转,对蔚来整体交付影响很大。目前,该工厂主要生产的是ET5,这是蔚来董事长李斌寄予厚望的车型,原本计划要在12月月交付过万。从蔚来9、10月的具体交付数据看,情况并不乐观。蔚来11月1日公布的交付数据显示,其在10月交付汽车10059辆,同比增长174.3%,但相比9月时的10878辆,环比下滑7.53%。ET5从9月时交付221辆,仅提升至10月的1030辆,离交付过万的目标有很大的距离。李斌在9月放出豪言,接下来几个月,蔚来交付量每个月都会打破纪录。并且经过此前疫情的教训后,疫情对供应链的影响相对可控。没想到,打脸来得如此之快。事实上,这不是蔚来第一次停产了。4月份,蔚来就在其官方APP里宣布暂停整车停产,原因是从3月中旬起,蔚来的零部件受疫情影响开始断供,并一直未恢复。蔚来将这两次停产都主要归为疫情原因,但同期,其他各家新势力或传统车企,并没有出现如此大面积的整车停产。每次疫情都会对蔚来的交付造成影响,折射的是这家造车新势力明星公司的供应链管理,非常脆弱。在蔚来社区里,有消费者直言,6款车卖不过人家一款车,可以想见蔚来的供应链管理多糟糕,不能总是把疫情当借口。10月交付数据的下滑,将蔚来的问题再次暴露了出来。蔚来一直采用的是纯代工模式,并且零部件大部分采购自单一的供应商。加上蔚来定位高端,能够选择的原材料供应商很少,很难找到合格的替代供应商。去年8月,蔚来就因为博世ESP芯片供应问题,导致交付量暴跌。虽然此后在动力电池上,虽然李斌试图增加二供、三供,甚至是自造芯片、电池,来解决自身在供应链上的短板,增加产能。但这均不能解决蔚来短期内供应链的脆弱。光大证券也指出,供应链是蔚来今年四季度产能爬坡的关键。虽然李斌在二季度业绩会上曾强调,接下来要解决的重点问题就包括供应链这一项,但目前情况不容乐观。李斌11月1日也在蔚来社区里表示,希望11月整车和零部件生产能恢复正常,早日交付订单。中长期来看,供应链的问题如果一直未能解决,将直接影响蔚来的生死存亡。眼下电动车市场上竞争愈发激烈,新势力、传统玩家都在把自己拳头产品推向市场,蔚来随时有掉队的风险。相比7月,眼下蔚来和小鹏、理想的交付已经明显掉队。在10月新势力交付榜单里,广汽埃安以超3万辆的交付排在榜首,紧随其后的是哪吒、华为问界和极氪,交付量均过万,“蔚小理”已经被甩在了身后。而接下来的两个月市场竞争激烈。连行业龙头特斯拉都在上个月底官宣降价,试图在今年剩下的两个月里冲销量,可见市场里的竞争激烈程度。在特斯拉之后,福特电马等品牌也跟随降价,业内预期,接下来新势力们也不得加大促销优惠求销量。对于新势力来说,四季度是今年交付冲刺的重要阶段,无论是消化在手订单,还是通过优惠获取新订单,都需要加把劲。再次遇到产能问题的蔚来,已然火烧眉毛。这家四年前一度濒临破产,靠着用户抬进纳斯达克的造车新势力,很难再靠“饭圈”拯救自己了。它只能提升供应链管理、保障交付来赢得更多消费者青睐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2192,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NDX","NQmain","159632",".IXIC","03086","ARTL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":31,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7722337,"commentId":"7722337","gmtCreate":1667401534489,"gmtModify":1667401550399,"authorId":3540867096792320,"author":{"id":3540867096792320,"idStr":"3540867096792320","authorId":3540867096792320,"name":"岭北居","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665527893,"objectIdStr":"665527893","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这些人都是咸的没事干,为赋新词强说愁","text":"这些人都是咸的没事干,为赋新词强说愁","html":"这些人都是咸的没事干,为赋新词强说愁","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7722324,"commentId":"7722324","gmtCreate":1667401076093,"gmtModify":1667401713144,"authorId":3499680703960525,"author":{"id":3499680703960525,"idStr":"3499680703960525","authorId":3499680703960525,"name":"长工成子","avatar":"https://static.tigerbbs.com/c417091228dcd8279f17e83b70d928a1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":665527893,"objectIdStr":"665527893","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"小编脖子以上部位都不正常了","text":"小编脖子以上部位都不正常了","html":"小编脖子以上部位都不正常了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/665527893"}
精彩评论