$蔚来(NIO)$传_老虎社区_美港股上老虎

2020-01-15

$蔚来(NIO)$传言广汽投资蔚来一点都不意外。广汽给10亿美金资金可能性比较小。之前就琢磨在蔚来这个阶段如果像一汽上汽广汽吉利这样的主机厂能战略投资蔚来是最理想的，原因有几个这些主机厂有非常成熟的整车制造体系和经验，在上游供应链话语能力极强，下有流通售后体系健全，能极大降低蔚来不必要的资源投入，同时降低BOM单车成本，快速实现毛利转正，这可能也是财报会李斌这么有底气的原因。
一个猜测：广汽负责蔚来二代平台工厂建设出土地出厂房，生产制造广汽负责。这比给钱要有用的多

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。

精彩评论

2206c014
2020-01-15
2206c014
哇如果能这样那可以锁定未来数年的竞争力了比单是融到钱真的要有用得多！
- 2206c014回复不加倍抢地主:
  那就希望蔚来的资金压力一旦缓解之后尽快加速二代平台的研发了有一代的经验感觉二代应该不光是不计成本的堆料下血本了应该能在成本和利润方面有更多考虑了
- 不加倍抢地主:
  是这个意思，这样也能双方资源最大化，而且很多是蔚来现在有相等的钱换不来的
混元气
2020-01-15
混元气
别天天想着二代平台，还有特斯拉
- 不加倍抢地主:
  还有没有二代平台就没有未来，就是这样
- 不加倍抢地主:
  我自始至终就没把特斯拉看成蔚来的瓜分份额的对手，，
史泰郎
2020-01-15
史泰郎
你让江淮情何以堪啊
- 不加倍抢地主:
  江淮还是实力有限。而且一代平台的不会受太大影响
X战警断轴王
2020-01-15
X战警断轴王
还是不要想一汽了，一汽的官僚进来就完蛋了
- 团子粑粑:
  是的，不能让官僚进来。
2461fbaf
2020-01-16
2461fbaf
蔚来的命根在于降低成本，特斯拉狼来了
团子粑粑
2020-01-16
团子粑粑
这个猜测符合逻辑啊，拭目以待。

发表看法

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