$蔚来(NIO)$始_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$始终逃不过的问题就是成本，不是整车成本，而是蔚来每一个环节都是极高的成本，所以只能靠不断融资才能维持

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村口小店CEO
2020-01-06
村口小店CEO
所有车企的核心是汽车，只有蔚来的核心是服务。
- 村口小店CEO回复doyuelove:
  边际成本太高。
- doyuelove:
  蔚来的死可以算个经典案例了，汽车制造和玩互联网不一样
- 史泰郎:
  就是因为蔚来本末倒置，以服务为核心，才导致即使销量大涨也无起色，更无后续资本消息。别的车企，销量越大，规模效应越明显，单车成本越低。蔚来主打服务，销量越高，服务团队越庞大，管理成本几何倍数增加，单车成本更高。

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