施哈哈
2020-05-10
$蔚来(NIO)$
蔚来什么时候会开拓海外市场?到时候股价如何?换电模式会不会成为阻碍?
$特斯拉(TSLA)$
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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SunnyHoney
2020-05-11
SunnyHoney
海外市场是一定会去的,不然前段时间签的协议也不会只是关于蔚来中国的股权分配,李斌也不会强调蔚来是全球性企业。这两年会先将蔚来中国塞满,然后才有可能考虑融资注入蔚来德国等的可能性。海外两年内不可能。今年目标毛利两位数,合肥产能还没饱和,完全饱和差不多净利能正。换电站占运营成本比例并不高。蔚来豪华品牌+服务的定位不可能扩张很快,前两年人员极速扩张的代价就是巨额亏损。特斯拉那班车没赶上,不知道蔚来行不行
施哈哈
:
纳斯达克反指王
2020-05-11
纳斯达克反指王
蔚来es6、8的定位价格在中国月销量5000-10000就饱和了,要走量后续肯定推20-30万区间款式;走出国门以目前蔚来的资金实力还不大现实,先做好全球最大市场才是正确的
施哈哈
:
是啊,如果推降价车型,就和特斯拉一模一样了。会不会有另外一种可能,越做越高端
菜虎
2020-05-10
菜虎
大海里的鱼为啥不进军长江呢,嘴边的蛋糕都吃不下,考虑远方的麦子为时过早啊
施哈哈
回复
蔚来未来车主
:
从数量看的确不多,可是这个不是平民车,不可能说加大市场营销就可以带来销售的同等增加
蔚来未来车主
回复
施哈哈
:
我觉得5000不算多,蔚来在细分市场的影响力越来越大,随着新车的陆续上市,交付量会逐步提高,缩减成本,提高效益
施哈哈
:
高端车在单一市场的容量和增量是有限的,蔚来在中国能每月5000量应该顶天了
米爆
2020-05-11
米爆
年底估计会有消息
米高佐敦
回复
施哈哈
:
EP9不可能卖的,根本就没法上路跑
施哈哈
回复
米爆
:
还真有可能,之前那个赛车
米爆
回复
施哈哈
:
卖欧洲吧
施哈哈
:
啥方面消息
春韭绿油油
2020-05-11
春韭绿油油
明年下半年月销量1W以上
施哈哈
回复
叫我耀哥
:
叫我耀哥
回复
施哈哈
:
BBA目标客户里面抢个10%过来就能喂饱蔚来了
施哈哈
:
哪里来那么多富有的目标客户
爱发红包的虎妞
2020-05-11
爱发红包的虎妞
这个图,真的是,我要盗了
施哈哈
:
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