$蔚来(NIO)$第_老虎社区_美港股上老虎

2020-06-28

$蔚来(NIO)$第一代平台上，每月3500的销量毛利率能达到5%，假如第二代平台投入，并且ET系列每月3500销量，分摊运营成本，毛利率是否可以扩大到10%呢？

假如单月ES8销量1000，ES6销量2500，EC6销量1500，ET7销量1000，ET5销量3000，单月总销量可以突破10000，保守些，单月总销量8000+ 规模化生产，毛利率能否达到20%左右？

这样就可以有望实现扭亏为盈，等到ET5，ET7发布并交付最快也得2022下半年了

假如真的扭亏为盈，蔚来市值应该多少？个人认为至少300亿美元，股价30+，特斯拉市值1700亿是全球市场，中国市场大概占全球的20～25%，即使特斯拉自动驾驶技术比较领先，但中国可是公认的新能源沃土，所以蔚来完全可以达到这个市值，而且蔚来肯定是要做全球化布局的，但这个还稍微有些远

各位觉得2022年销量8000起步的蔚来值多少呢？[惊讶]

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。

精彩评论

相信未来已来
2020-06-28
相信未来已来
今年底毛利就能到10%，ES6现在月销已经近3000了，超过5000只是时间问题，2022年4～5款车应该可以月销过万，实现盈利
- 就赚米国钱:
  先看看ES6能不能在今年保持3000销量吧
Beyll
2020-06-28
Beyll
1.年底大概率毛利率就两位数
2.秦力洪说了销量按现在翻一倍就会盈利
3.官方说疫情影响出口会延后到2022
4.一步一个脚印，2-3年后大众会普遍接受新能源，如果那时蔚来还是保持现在的势头。一年10-15辆是非常正常的
yhyh
2020-06-28
yhyh
如果不是疫情全球化估计已经开启了
施哈哈
2020-06-29
施哈哈
支持
梅梅1234
2020-06-28
梅梅1234
30

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