小虎牙sister
2020-01-17
$蔚来(NIO)$
我提个问题,不谈多或者空。如果某大型国有车企入股了NIO,李斌会不会出局?国企如何主导并运营好这个唯一的自主高端品牌?即使不主导,仅仅是参股,也会有一些从国企角度出发的管控吧?我是非常不相信这些国企的,从过去40年行业状况来看。他们可以缓解NIO现在的燃眉之急,却也受限于视野,服务于领导业绩,所能做的可能有限。(理性探讨,保持冷静)
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。
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JayMo
2020-01-17
JayMo
李斌要是出局,李斌就不是李斌了。这家伙,把全部身家都压上去了。然后就为了出局?当然也有可能,但是这是最后没有办法的办法。现在还不到时候吧。
小虎牙sister
:
看博弈结果了。
椰羊
2020-01-17
椰羊
不会真的踢,提出换人,是逼迫李斌微调一些既有战略,以及加大自己手中筹码而已。 真的踢了,现有车主都不会买账的。 蔚来对标特斯拉,也需要李斌这样极具争议和人格魅力的舵手。 嫌货才是买货人,这帮老总精得很啊。
小虎牙sister
:
不换人也会有所限制,我是觉得国企入局不太妙,却也没办法。
小虎牙sister
2020-01-17
小虎牙sister
3、我觉得现在CEO有点没做好,就是缩减开支,有些店可以砍掉,或者搬到非中心地方。那些缺乏狼性的销售也都应该替换了,公司管理层和后台也应该精简至少三分之一,包括换电以及一些太“周到”的车主服务也应该有所控制。李斌太温和了,无论是在企业内控还是融资上,如果做不到快准狠,就会降低活下来的概率,都到这个时候了,不改变一下“大手笔花钱”的印象,很难取悦投资人。企业的本质是make profits。
Yyyyffd
:
我想开始的战略很美好,现实很骨感。
与新能源共沉浮
2020-01-17
与新能源共沉浮
国企的管理核心是无功无过即可,完全没有竞争力,这就是国企这么多年合资了那么多高端生产线和品牌,都搞不出高端形象,更别说品牌了
AustinNP
2020-01-17
AustinNP
谈这个没有太大意义,作为外部投资者,只能根据情况判断涨跌和是否投资,没办法左右其他
小虎牙sister
:
我会保持对未来的合理判断,市场波动是随机的,却会在长期来看贴合企业发展态势。
蔚来韭号员工
2020-01-17
蔚来韭号员工
李斌的战略没问题,小战术上有失误,都不至命,去年被亦庄坑了一把现在还能活下来,说明李斌对内部威望相当高。换人就是打压蔚来融资要求而已,站不住脚的。而且现在三方竞标蔚来,这种要求更显得没有力度。
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