$蔚来(NIO)$今_老虎社区_美港股上老虎 - 老虎社区

不加倍抢地主

$蔚来(NIO)$今天第五万辆下线了，截止六月底ES6+ES8的总交付数量是46082辆，截止到7月18日的产量是50000，这个月18天已经产了3900+了，不知道这么算对不对，是不是有测试展车啥的不算在交付里的

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精彩评论

王山爾
2020-07-18
王山爾
下线的车交到客户手里才算交付，所以3900里面应该包含了6月末生产但未交付的一部分，估算900？
- 帽Zi回复不加倍抢地主:
  baas一发布，降低购车门槛，销量上升是迟早的事
- 不加倍抢地主回复王山爾:
  本来按产能提升计划，到9月下旬计划产能6500辆左右，现在达到5000不奇怪，重点是销量要满足
- 王山爾:
  按照这么算月产能也近5000，如果是真的高盛的脸要被打爆
相信未来已来
2020-07-18
相信未来已来
6月底交付46082，但是生产的话应该要多个3～500辆，因为很多车还在运输交付中。
- 不加倍抢地主:
  交付量可能会比产量少100辆左右，展车试驾车测试车之类的
- 不加倍抢地主:
  待交付的数量不太影响每月交付量，毕竟每月的生产交付节奏没有大变化，每个月有4000-5000的产量，那大差不差就能交付那么多
无酒亦醉
2020-07-18
无酒亦醉
全国的试驾车和展车加在一起要过千辆的。毕竟现在也有100多家店了
- 无酒亦醉回复熊猫不是猫89:
  [捂脸]我说的是自量产以来，每个店肯定都有展车和试驾车，我不知道你从哪看出来我想说每个月要提供100辆展车
- 熊猫不是猫89:
  你这说的好像每个月都要提供100辆展车
maxtop
2020-07-18
maxtop
再跌一点，我入金还没到。这次一定拿住。
施哈哈
2020-07-18
施哈哈
加油
阿亮_R
2020-07-18
阿亮_R
周一大涨
- 阿亮_R回复不加倍抢地主:
  我也是，还是蛮看好蔚来的，跌了我就补，持有
- 不加倍抢地主回复小鹏汽车特派员:
  我做长线不在意短期涨跌，只是账面数字而已，跌了加仓就好
- 小鹏汽车特派员回复不加倍抢地主:
  周一可能逼空，仅仅只是猜测
- 不加倍抢地主:
  可别再大涨暴涨了，慢慢来能提现价值就行

发表看法

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