$NIO Inc.(_老虎社区_美港股上老虎 - 老虎社区

$NIO Inc.(NIO)$加减大家自己算！

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Rockystone
2019-12-05
Rockystone
12月初第10000辆下线，10月底以前共交付6829辆。
假设从下线到交付需要2周，每天产量100,也就是说11月交付最多10000-1400-6829=1771,加上ES8就算300辆，11月底最多2071辆。
如果是这样，11月交付不看好啊。

除非这个第一万辆下线是两周前，11月交付才能到3000以上。这是不是11月交付至今不公布的原因？
- 椰羊:
  资本看的是预期，实际交付和交了大定，我选择看后者。而且这个成绩在国内市场，完草特斯拉。国产特斯拉投产后，明年再看蔚来的建厂计划。这个价格依然低估。
- Harry007回复Rockystone:
  你这两个周1400辆平均加到两个月就差不多了 2700左右。
- Rockystone回复Harry007:
  下线到交付需要时间的兄弟
- Rockystone回复混元气:
  假定每天产量100, 下线到交付两周时间，这样1400辆无法在11月交付。如果下线到交付需要7天，就是700辆无法在11月交付
- Harry007:
  三季度（7，8，9月）ES6 4196，加上6月份413，也就是说粗略估计10月 11月交付大约5300辆....月均2600辆，还没算ES8....
Godlike
2019-12-05
Godlike
按我自己提车的速度和交付中心了解的情况，下线到交付平均要一周多一点。如果按2700算，比10月的交付量2220多20%，这里只算ES6
混元气
2019-12-05
混元气
这月总量在2900左右。
未来已来的快乐
2019-12-05
未来已来的快乐
推算的可以👍

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