Lim888
2021-08-11
加油
@时代资本:
$蔚来(NIO)$7月蔚来的环比-2%,相比于其他几家新势力比较扎眼,我是这么理解的: 1)产能上,蔚来目前40JPH单班,在供应链不存在瓶颈的情况下,制造端单月极限可以做到1万台以上。 2)车型上,理想ONE在5月进行中期改款后,销量一路飙升,而蔚来三款车型均维持之前的配置和外形,因此整体销量比较稳定,消费者其实还是比较吃改型的。 3)蔚来ET7即将在22Q1交付,部分消费者选择观望来应对。 综上,蔚来7月整体销量还是保持比较平稳的,毕竟现在是淡季,而且环比也仅仅下滑2%,因此不用刻意去解读为卖得不好,只是竞争对手们都卖得太好了!
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
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":892439669,"tweetId":"892439669","gmtCreate":1628681348151,"gmtModify":1633745184291,"author":{"id":3584786668414972,"authorId":3584786668414972,"authorIdStr":"3584786668414972","name":"Lim888","avatar":"https://static.tigerbbs.com/1e6c0b29781df97f0215fc9daa1e5e31","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n加油</body></html>","htmlText":"<html><head></head><body>\n加油</body></html>","text":"加油","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/892439669","repostId":804046840,"repostType":1,"repost":{"magic":2,"id":804046840,"tweetId":"804046840","gmtCreate":1627913704180,"gmtModify":1627977039555,"author":{"id":3576548477176963,"authorId":3576548477176963,"authorIdStr":"3576548477176963","name":"时代资本","avatar":"https://static.tigerbbs.com/37f679dc4ac926ada57e36db18383f48","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.06","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":346,"starInvestorFlag":false},"themes":[{"themeId":"f3d87ca4ae5443109e3e2bba23b4a25c","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"晒晒我的复盘笔记","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f3d87ca4ae5443109e3e2bba23b4a25c}&rnconfig={\"headerBarHidden\": true}","description":"交易复盘是每个投资者的必修课,分享复盘笔记,可以帮助我们更好的修正自己的交易行为。小虎君想邀请广大虎友阶段性的复盘自己的交易,总结自己的交易得失。欢迎大家积极参与!","image":"https://static.tigerbbs.com/00be65364555c13911c6d14681ef1b80"}],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>7月蔚来的环比-2%,相比于其他几家新势力比较扎眼,我是这么理解的:</p><p>1)产能上,蔚来目前40JPH单班,在供应链不存在瓶颈的情况下,制造端单月极限可以做到1万台以上。</p><p>2)车型上,理想ONE在5月进行中期改款后,销量一路飙升,而蔚来三款车型均维持之前的配置和外形,因此整体销量比较稳定,消费者其实还是比较吃改型的。</p><p>3)蔚来ET7即将在22Q1交付,部分消费者选择观望来应对。</p><p>综上,蔚来7月整体销量还是保持比较平稳的,毕竟现在是淡季,而且环比也仅仅下滑2%,因此不用刻意去解读为卖得不好,只是竞争对手们都卖得太好了!</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>7月蔚来的环比-2%,相比于其他几家新势力比较扎眼,我是这么理解的:</p><p>1)产能上,蔚来目前40JPH单班,在供应链不存在瓶颈的情况下,制造端单月极限可以做到1万台以上。</p><p>2)车型上,理想ONE在5月进行中期改款后,销量一路飙升,而蔚来三款车型均维持之前的配置和外形,因此整体销量比较稳定,消费者其实还是比较吃改型的。</p><p>3)蔚来ET7即将在22Q1交付,部分消费者选择观望来应对。</p><p>综上,蔚来7月整体销量还是保持比较平稳的,毕竟现在是淡季,而且环比也仅仅下滑2%,因此不用刻意去解读为卖得不好,只是竞争对手们都卖得太好了!</p></body></html>","text":"$蔚来(NIO)$7月蔚来的环比-2%,相比于其他几家新势力比较扎眼,我是这么理解的: 1)产能上,蔚来目前40JPH单班,在供应链不存在瓶颈的情况下,制造端单月极限可以做到1万台以上。 2)车型上,理想ONE在5月进行中期改款后,销量一路飙升,而蔚来三款车型均维持之前的配置和外形,因此整体销量比较稳定,消费者其实还是比较吃改型的。 3)蔚来ET7即将在22Q1交付,部分消费者选择观望来应对。 综上,蔚来7月整体销量还是保持比较平稳的,毕竟现在是淡季,而且环比也仅仅下滑2%,因此不用刻意去解读为卖得不好,只是竞争对手们都卖得太好了!","highlighted":2,"essential":2,"paper":1,"link":"https://laohu8.com/post/804046840","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":472,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":223,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/892439669"}
精彩评论