悟空的花果山
2019-11-15
今天特意去八卦了一下这个事情,楼主这个分析是比较靠谱的,了解到的情况和福建聊了几次了,倾向宁德。只是缺几十亿,也死不了,很有可能私有化,最后zf接盘。就说到这里了$蔚来(NIO)$
@garbin:
$蔚来(NIO)$ 讲讲我猜测蔚来自建工厂很有可能落户福建的理由,欢迎挖坟 1.福建2017年规划2020新能源年产能30万,马上2020了,现在看计划基本落空 2.福建本土新能源整车制造势弱,东南汽车扶不起来,云度基本歇菜,急需外援 3.除了宁德引进一汽外,目前没有像样的新能源整车项目。但一汽重心不会在福建,南京的拜腾应该才是一汽的重心。 4.在刚刚过去的进博会,福建政府官员参观了蔚来展台,李斌亲自讲解,不是北京,不是全国任何地方,唯独李斌接待福建官员上了新闻,很微妙。 5.蔚来是宁德时代大客户,首批811,厂址选择福建对蔚来来讲有先天优势 6.全国其他地方基本都有了本地选手,相比福建并不急切,江苏有拜腾,蔚来np1,上海有特斯拉,广东海南有小鹏,浙江有威马,北京有北汽。 7.相比四川,重庆,湖南湖北等等等。福建有钱啊!其他地方可能也想,但未必有魄力能拿出这么多钱钱喂饱蔚来。 综合以上,福建需要蔚来,李斌需要福建,双赢。但合作形式应该不是类亦庄国投的方式,最大可能是三方合作,政府 民资或外资。 捕风捉影,不负责任猜测,不构成投资建议。本人持有蔚来股票
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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大小晶晶
2019-11-15
大小晶晶
私有化,股民不就完了?
潜伏
:
不给好价格,谁能私有化?
eraserflying
:
为啥完了?
悟空的花果山
2019-12-30
悟空的花果山
蔚来还差一个融资消息,来吧。
农民下乡
2019-11-15
农民下乡
然后呢?
什么也没有了~
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