$蔚来(NIO)$还_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$还是不太明白baas怎么实现盈利的。一个电池成本也不低假如启动租电池服务那不是很长时间才能回本？而且随着电池需求量增高会不会短期内成本增高导致盈利降低？小白求科普

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精彩评论

看好你哦
2020-08-03
看好你哦
看到一篇文章，觉得挺有道理，意思是按电池的使用年限和公里数，一组电池可以服务2到3辆车，也就是说一辆电车到达平均使用年限或公里数淘汰后，一组电池集中保养维护，还可以继续服务第二辆甚至第三辆电车，随着电池技术研发，电池续航更长使用年限更长，车电分离会在一个较长时间放大电车和电池的销量，由于电池的使用年限更长，电池生产放大到一个拐点就会缩量，电池厂商需要提前布局也就是加入到BAAS，谋取租电利润蛋糕
- misakam:
  感谢。所以说可不可以理解为短期不获利长期才能获利。我主要不知道这个系统对财报会不会有影响
夜行美股
2020-08-03
夜行美股
没太看懂[笑哭]
wakeearly
2020-08-03
wakeearly
换电不需要天量电池，一直冲一直换

发表看法

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