王者之剑
2022-01-15
$蔚来(NIO)$
去年下半年国家要求统一换电标准，宁德时代、蔚来等多家公司参与，18日宁德时代要发布全新换电品牌EVOGO，这对蔚来利多利空呢
[微笑]
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龙秦
2022-01-16
龙秦
如果宁德时代换电站蔚来汽车可以使用，并大规模布局，对蔚来股价是个极大的推动作用，蔚来会提前2年实现扭亏为盈， 如果后续小鹏也研发换电车型加入蔚来换电体系，将打破大众和奥迪在国内的地位。 2022年有多少支持蔚来换电的换电站投入将决定蔚来销量和股价是否达到150美元的变量因素。
王者之剑
2022-01-15
王者之剑
这次宁德时代换电站大概率是给商用车使用的，出租车的需求还是很高的，家用车已经有蔚来了，后面稳定了应该才会考虑家用，但是一线城市有换电的低价车必定香，常住人口都是外地的根本没地方充电，买电车太麻烦了
王者之剑
2022-01-15
王者之剑
再有就是物流了，但是现在车都还没有[开心]
转炒新能源
2022-01-15
转炒新能源
利好，大概率支持蔚来换电
如果需要一个
2022-01-15
如果需要一个
绝对利好
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