就赚米国钱
2020-04-07
$蔚来(NIO)$
就这么说吧,2019年二季度分别交付1124+1089+1340=3553辆
2020年二季度交付大概率平均2000以上,那就是6000多辆,这个预期很过分吗?
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
小新是个好人
2020-04-07
小新是个好人
只是积压订单的交付量而已,付出这么激动,3月财报公布的时候说了,积压了5000多订单,三月交付了1500台,还有3500台,四月份就当火力全开也就交付4000台,五月份应该也就2000台左右,客观看二季度总共8000台,三季度受消费回暖影响9000台,四季度盘升至1万台,全年交付3万台低于财报预期销量
小新是个好人
回复
饭特稀_2707
:
你从哪里拿到的新增订单数据?这个我拿不到,所以我只能等5000个积压订单消耗完了后进行间接测算。
饭特稀_2707
:
积压的订单交付出去,会收到新的订单。另外,新订单比交付的订单多,也就是积压订单还在变多。
小新是个好人
回复
就赚米国钱
:
我这是乐观估计,国内经济受疫情影响这么严重,高端消费品肯定被影响,谁不得留着点银子过冬啊,等积压的订单消耗完后,看新增交付量是多少,那时候才是实打实的2020真实购买意愿,到时候根据数据再重新调整全年销量预测。
就赚米国钱
:
即使按你的数据,已经很漂亮了...
接力投资
2020-04-07
接力投资
二季度至少一万量
接力投资
回复
操作要有逻辑
:
有计划
操作要有逻辑
:
你多买几辆支持一下
接力投资
回复
就赚米国钱
:
一万辆我觉得还是保守的
就赚米国钱
:
我比较保守...
Petexu
2020-04-07
Petexu
那你算的不太对,二季度应该是12000左右,但是一季度财报一定非常惨
就赚米国钱
:
疫情下一季度交付量跟去年差不多,已经很好了,而且成本会下降很多,加上合肥融资消息可能落定,已经没什么下降空间...
蔚来未来车主
2020-04-07
蔚来未来车主
八千到一万
蔚来未来车主
回复
就赚米国钱
:
李斌不会说没有把握的话,会打脸
就赚米国钱
:
那毛利率肯定转正了... 有点不敢想
就赚米国钱
2020-04-07
就赚米国钱
三月份这么苦难的情况下都能1500+的话,二季度自己想吧...
就赚米国钱
回复
青木森森
:
据说积压的订单还有很多,国内疫情还不了解吗?三月份大部分时间都没能完全复工,而且4月份开始新ES8也交付了,2000辆很保守的预期
青木森森
:
有二月积压订单的原因吧。二季度订单还有那么多吗
Wanningning
2020-04-07
Wanningning
Q2保守估计8000往上 ,要是6000的话,股价得大跌,一万以上毛利率或许能转正
小新是个好人
:
没那么悲观,蔚来19年四季度其实进行了严苛的降本手术,裁掉了很多人,这些减本效果在今年才能体现,去年裁员支付了大量赔偿金,所以四季度财务数据低于预期,加上在独立一些不赚钱的研发部门,今年单车制造成本应该下降20%左右,不增加niocwnter情况下,靠niospace维持去年单店销量我觉得就可以毛利转正。
查看全部25条评论
APP内打开
发表看法
25
8
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":921853169,"tweetId":"921853169","gmtCreate":1586247147451,"gmtModify":1704360493485,"author":{"id":3505356109586048,"authorId":3505356109586048,"authorIdStr":"3505356109586048","name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>就这么说吧,2019年二季度分别交付1124+1089+1340=3553辆<br><br>2020年二季度交付大概率平均2000以上,那就是6000多辆,这个预期很过分吗?<br></body></html>","htmlText":"<html><head></head><body> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>就这么说吧,2019年二季度分别交付1124+1089+1340=3553辆<br><br>2020年二季度交付大概率平均2000以上,那就是6000多辆,这个预期很过分吗?<br></body></html>","text":"$蔚来(NIO)$就这么说吧,2019年二季度分别交付1124+1089+1340=3553辆 2020年二季度交付大概率平均2000以上,那就是6000多辆,这个预期很过分吗?","highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":25,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/921853169","repostId":0,"isVote":1,"tweetType":1,"viewCount":4208,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"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":130,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2315017,"gmtCreate":1586247998019,"gmtModify":1586247998019,"authorId":3532937604269619,"author":{"id":3532937604269619,"authorId":3532937604269619,"name":"小新是个好人","avatar":"https://static.tigerbbs.com/acce79681f622b5389e95908133374bf","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"只是积压订单的交付量而已,付出这么激动,3月财报公布的时候说了,积压了5000多订单,三月交付了1500台,还有3500台,四月份就当火力全开也就交付4000台,五月份应该也就2000台左右,客观看二季度总共8000台,三季度受消费回暖影响9000台,四季度盘升至1万台,全年交付3万台低于财报预期销量","text":"只是积压订单的交付量而已,付出这么激动,3月财报公布的时候说了,积压了5000多订单,三月交付了1500台,还有3500台,四月份就当火力全开也就交付4000台,五月份应该也就2000台左右,客观看二季度总共8000台,三季度受消费回暖影响9000台,四季度盘升至1万台,全年交付3万台低于财报预期销量","html":"只是积压订单的交付量而已,付出这么激动,3月财报公布的时候说了,积压了5000多订单,三月交付了1500台,还有3500台,四月份就当火力全开也就交付4000台,五月份应该也就2000台左右,客观看二季度总共8000台,三季度受消费回暖影响9000台,四季度盘升至1万台,全年交付3万台低于财报预期销量","likeSize":0,"commentSize":4,"subComments":[{"id":2315162,"gmtCreate":1586249533726,"gmtModify":1586249533726,"authorId":3532937604269619,"author":{"id":3532937604269619,"authorId":3532937604269619,"name":"小新是个好人","avatar":"https://static.tigerbbs.com/acce79681f622b5389e95908133374bf","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3504039896694429,"repliedAuthor":{"id":3504039896694429,"authorId":3504039896694429,"name":"饭特稀_2707","avatar":"https://static.tigerbbs.com/c8d2ea6fb544ab82d071834dafe02826","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2315017,"prevId":2315133,"content":"你从哪里拿到的新增订单数据?这个我拿不到,所以我只能等5000个积压订单消耗完了后进行间接测算。","text":"你从哪里拿到的新增订单数据?这个我拿不到,所以我只能等5000个积压订单消耗完了后进行间接测算。","html":"你从哪里拿到的新增订单数据?这个我拿不到,所以我只能等5000个积压订单消耗完了后进行间接测算。"},{"id":2315133,"gmtCreate":1586249152940,"gmtModify":1586249152940,"authorId":3504039896694429,"author":{"id":3504039896694429,"authorId":3504039896694429,"name":"饭特稀_2707","avatar":"https://static.tigerbbs.com/c8d2ea6fb544ab82d071834dafe02826","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2315017,"prevId":0,"content":"积压的订单交付出去,会收到新的订单。另外,新订单比交付的订单多,也就是积压订单还在变多。","text":"积压的订单交付出去,会收到新的订单。另外,新订单比交付的订单多,也就是积压订单还在变多。","html":"积压的订单交付出去,会收到新的订单。另外,新订单比交付的订单多,也就是积压订单还在变多。"},{"id":2315119,"gmtCreate":1586249067910,"gmtModify":1586249067910,"authorId":3532937604269619,"author":{"id":3532937604269619,"authorId":3532937604269619,"name":"小新是个好人","avatar":"https://static.tigerbbs.com/acce79681f622b5389e95908133374bf","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505356109586048,"repliedAuthor":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2315017,"prevId":2315034,"content":"我这是乐观估计,国内经济受疫情影响这么严重,高端消费品肯定被影响,谁不得留着点银子过冬啊,等积压的订单消耗完后,看新增交付量是多少,那时候才是实打实的2020真实购买意愿,到时候根据数据再重新调整全年销量预测。","text":"我这是乐观估计,国内经济受疫情影响这么严重,高端消费品肯定被影响,谁不得留着点银子过冬啊,等积压的订单消耗完后,看新增交付量是多少,那时候才是实打实的2020真实购买意愿,到时候根据数据再重新调整全年销量预测。","html":"我这是乐观估计,国内经济受疫情影响这么严重,高端消费品肯定被影响,谁不得留着点银子过冬啊,等积压的订单消耗完后,看新增交付量是多少,那时候才是实打实的2020真实购买意愿,到时候根据数据再重新调整全年销量预测。"},{"id":2315034,"gmtCreate":1586248150536,"gmtModify":1586248150536,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2315017,"prevId":0,"content":"即使按你的数据,已经很漂亮了...","text":"即使按你的数据,已经很漂亮了...","html":"即使按你的数据,已经很漂亮了..."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2314951,"gmtCreate":1586247362422,"gmtModify":1586247362422,"authorId":3457484571712862,"author":{"id":3457484571712862,"authorId":3457484571712862,"name":"接力投资","avatar":"https://static.tigerbbs.com/ce81344af32fd4c5a7b6ce621434589b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"二季度至少一万量","text":"二季度至少一万量","html":"二季度至少一万量","likeSize":1,"commentSize":4,"subComments":[{"id":2315434,"gmtCreate":1586254019569,"gmtModify":1586254019569,"authorId":3457484571712862,"author":{"id":3457484571712862,"authorId":3457484571712862,"name":"接力投资","avatar":"https://static.tigerbbs.com/ce81344af32fd4c5a7b6ce621434589b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3495752843397571,"repliedAuthor":{"id":3495752843397571,"authorId":3495752843397571,"name":"操作要有逻辑","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2314951,"prevId":2315212,"content":"有计划","text":"有计划","html":"有计划"},{"id":2315212,"gmtCreate":1586250683878,"gmtModify":1586250683878,"authorId":3495752843397571,"author":{"id":3495752843397571,"authorId":3495752843397571,"name":"操作要有逻辑","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2314951,"prevId":0,"content":"你多买几辆支持一下","text":"你多买几辆支持一下","html":"你多买几辆支持一下"},{"id":2315023,"gmtCreate":1586248071514,"gmtModify":1586248071514,"authorId":3457484571712862,"author":{"id":3457484571712862,"authorId":3457484571712862,"name":"接力投资","avatar":"https://static.tigerbbs.com/ce81344af32fd4c5a7b6ce621434589b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505356109586048,"repliedAuthor":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2314951,"prevId":2314968,"content":"一万辆我觉得还是保守的","text":"一万辆我觉得还是保守的","html":"一万辆我觉得还是保守的"},{"id":2314968,"gmtCreate":1586247584411,"gmtModify":1586247584411,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2314951,"prevId":0,"content":"我比较保守...","text":"我比较保守...","html":"我比较保守..."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2315245,"gmtCreate":1586251285711,"gmtModify":1586251285711,"authorId":3484604320526194,"author":{"id":3484604320526194,"authorId":3484604320526194,"name":"Petexu","avatar":"https://static.tigerbbs.com/ffbc6e0ca398984d7762137db6aecf85","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"那你算的不太对,二季度应该是12000左右,但是一季度财报一定非常惨","text":"那你算的不太对,二季度应该是12000左右,但是一季度财报一定非常惨","html":"那你算的不太对,二季度应该是12000左右,但是一季度财报一定非常惨","likeSize":0,"commentSize":1,"subComments":[{"id":2315408,"gmtCreate":1586253511596,"gmtModify":1586253511596,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2315245,"prevId":0,"content":"疫情下一季度交付量跟去年差不多,已经很好了,而且成本会下降很多,加上合肥融资消息可能落定,已经没什么下降空间...","text":"疫情下一季度交付量跟去年差不多,已经很好了,而且成本会下降很多,加上合肥融资消息可能落定,已经没什么下降空间...","html":"疫情下一季度交付量跟去年差不多,已经很好了,而且成本会下降很多,加上合肥融资消息可能落定,已经没什么下降空间..."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2314953,"gmtCreate":1586247385336,"gmtModify":1586247385336,"authorId":3494202507012705,"author":{"id":3494202507012705,"authorId":3494202507012705,"name":"蔚来未来车主","avatar":"https://static.tigerbbs.com/4caa2cb5fdee8fddcddbd8331f956989","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"八千到一万","text":"八千到一万","html":"八千到一万","likeSize":0,"commentSize":2,"subComments":[{"id":2314978,"gmtCreate":1586247623448,"gmtModify":1586247623448,"authorId":3494202507012705,"author":{"id":3494202507012705,"authorId":3494202507012705,"name":"蔚来未来车主","avatar":"https://static.tigerbbs.com/4caa2cb5fdee8fddcddbd8331f956989","vip":1,"hat":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3505356109586048,"repliedAuthor":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2314953,"prevId":2314967,"content":"李斌不会说没有把握的话,会打脸","text":"李斌不会说没有把握的话,会打脸","html":"李斌不会说没有把握的话,会打脸"},{"id":2314967,"gmtCreate":1586247560987,"gmtModify":1586247560987,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2314953,"prevId":0,"content":"那毛利率肯定转正了... 有点不敢想","text":"那毛利率肯定转正了... 有点不敢想","html":"那毛利率肯定转正了... 有点不敢想"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2314943,"gmtCreate":1586247279756,"gmtModify":1586247279756,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"三月份这么苦难的情况下都能1500+的话,二季度自己想吧...","text":"三月份这么苦难的情况下都能1500+的话,二季度自己想吧...","html":"三月份这么苦难的情况下都能1500+的话,二季度自己想吧...","likeSize":2,"commentSize":2,"subComments":[{"id":2315013,"gmtCreate":1586247964175,"gmtModify":1586247964175,"authorId":3505356109586048,"author":{"id":3505356109586048,"authorId":3505356109586048,"name":"就赚米国钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":113369412439374,"repliedAuthor":{"id":113369412439374,"authorId":113369412439374,"name":"青木森森","avatar":"https://static.tigerbbs.com/6f699c50eb8dc7f19b4052577f36d2f5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":921853169,"type":1,"supId":2314943,"prevId":2314987,"content":"据说积压的订单还有很多,国内疫情还不了解吗?三月份大部分时间都没能完全复工,而且4月份开始新ES8也交付了,2000辆很保守的预期","text":"据说积压的订单还有很多,国内疫情还不了解吗?三月份大部分时间都没能完全复工,而且4月份开始新ES8也交付了,2000辆很保守的预期","html":"据说积压的订单还有很多,国内疫情还不了解吗?三月份大部分时间都没能完全复工,而且4月份开始新ES8也交付了,2000辆很保守的预期"},{"id":2314987,"gmtCreate":1586247777196,"gmtModify":1586247777196,"authorId":113369412439374,"author":{"id":113369412439374,"authorId":113369412439374,"name":"青木森森","avatar":"https://static.tigerbbs.com/6f699c50eb8dc7f19b4052577f36d2f5","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2314943,"prevId":0,"content":"有二月积压订单的原因吧。二季度订单还有那么多吗","text":"有二月积压订单的原因吧。二季度订单还有那么多吗","html":"有二月积压订单的原因吧。二季度订单还有那么多吗"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2315079,"gmtCreate":1586248674817,"gmtModify":1586248674817,"authorId":3540802843153849,"author":{"id":3540802843153849,"authorId":3540802843153849,"name":"Wanningning","avatar":"https://static.tigerbbs.com/cdaa1ec490ce44b8d567d4085cef524c","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":0,"prevId":0,"content":"Q2保守估计8000往上 ,要是6000的话,股价得大跌,一万以上毛利率或许能转正","text":"Q2保守估计8000往上 ,要是6000的话,股价得大跌,一万以上毛利率或许能转正","html":"Q2保守估计8000往上 ,要是6000的话,股价得大跌,一万以上毛利率或许能转正","likeSize":0,"commentSize":1,"subComments":[{"id":2315151,"gmtCreate":1586249418801,"gmtModify":1586249418801,"authorId":3532937604269619,"author":{"id":3532937604269619,"authorId":3532937604269619,"name":"小新是个好人","avatar":"https://static.tigerbbs.com/acce79681f622b5389e95908133374bf","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":921853169,"type":1,"supId":2315079,"prevId":0,"content":"没那么悲观,蔚来19年四季度其实进行了严苛的降本手术,裁掉了很多人,这些减本效果在今年才能体现,去年裁员支付了大量赔偿金,所以四季度财务数据低于预期,加上在独立一些不赚钱的研发部门,今年单车制造成本应该下降20%左右,不增加niocwnter情况下,靠niospace维持去年单店销量我觉得就可以毛利转正。","text":"没那么悲观,蔚来19年四季度其实进行了严苛的降本手术,裁掉了很多人,这些减本效果在今年才能体现,去年裁员支付了大量赔偿金,所以四季度财务数据低于预期,加上在独立一些不赚钱的研发部门,今年单车制造成本应该下降20%左右,不增加niocwnter情况下,靠niospace维持去年单店销量我觉得就可以毛利转正。","html":"没那么悲观,蔚来19年四季度其实进行了严苛的降本手术,裁掉了很多人,这些减本效果在今年才能体现,去年裁员支付了大量赔偿金,所以四季度财务数据低于预期,加上在独立一些不赚钱的研发部门,今年单车制造成本应该下降20%左右,不增加niocwnter情况下,靠niospace维持去年单店销量我觉得就可以毛利转正。"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/921853169"}
精彩评论