李斌：后年盈利！蔚来超跌反弹有望？ - 老虎社区

昨夜梦见你

12-01

长期主义

不加倍抢地主

11-30

真想搞懂，学着看看财报[笑哭]

11-29

蔚来亏钱股民亏钱融资方亏钱供应商被拖欠货款那么钱总有个出处吧？会不会某个资本自己做空自己赚大发了呢？猜想哈

11-29

$蔚来-SW(09866)$ $蔚来(NIO)$ 蔚来想取代 BBA，但是在 2024 年换电和服务没有给他带来压倒性优势，反而成了沉重的包袱，走出这个困局相当难

买股票的打铁匠

11-29

$蔚来(NIO)$ $蔚来-SW(09866)$ 我始终理解不了，为什么蔚来总是在亏钱？车卖的比别人贵，也没有比别人车企多做什么天地级差别！为啥还亏钱？就没人疑惑这个事儿吗？

11-27

转行吧当东方甄选也不错

11-27

我买过蔚来商城里的东西，感觉都不差

11-27

想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。

11-27

不知到什么时候才能不跌、😭😭

11-27

如果造一台增程车撑住销量也有救

11-27

Replying to @大风大浪:赔本赚吆喝的买卖没法长久，东西好不等于能活得久，看不到回报希望只能用脚投票，//@大风大浪:关键是品质做的真的都不差

大赢家马斯克

11-27

理想说，研发出个锤子。。

11-26

关键是品质做的真的都不差

买股票的打铁匠

11-26

$蔚来(NIO)$ $蔚来-SW(09866)$ 集饮品，红酒，电商，甜品，代驾，上门服务，手机，芯片，核聚变，社交，能源巨头为一身

11-26

$蔚来(NIO)$ $蔚来-SW(09866)$ 电动爹笑死我了😂 蔚来的股东们还是赶紧撤资吧。别人家交付量都在增加，斌是越来越拉垮

11-26

蔚来有啥技术换电池？

持股修身养性

11-26

$蔚来(NIO)$ 不得不说蔚来在研发上还是很不错的，虽然现在是亏损，但是技术都握在手里，盈利是迟早得事

11-26

$蔚来(NIO)$ 蔚来是隐性价值大于显性价值，仔细看看就明白了，蔚来的补能建设，跟其他车企合作的换电联盟，高端的市场占位，都是蔚来的盈利点

11-23

Replying to @耶耶生肖:5 到 6 单是你意淫的吧//@耶耶生肖:换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了

11-21

换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了

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to <a href=\"https://laohu8.com/U/4092396512560480\">@耶耶生肖</a>:5 到 6 单是你意淫的吧//<a href=\"https://laohu8.com/U/4092396512560480\">@耶耶生肖</a>:换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","listText":"Replying to <a href=\"https://laohu8.com/U/4092396512560480\">@耶耶生肖</a>:5 到 6 单是你意淫的吧//<a href=\"https://laohu8.com/U/4092396512560480\">@耶耶生肖</a>:换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","text":"Replying to @耶耶生肖:5 到 6 单是你意淫的吧//@耶耶生肖:换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373902691917928","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373411114774960,"gmtCreate":1732204615427,"gmtModify":1732205285275,"author":{"id":"4092396512560480","authorId":"4092396512560480","name":"耶耶生肖","avatar":"https://static.tigerbbs.com/db470dcf29fa90824534c03006c750e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4092396512560480","idStr":"4092396512560480"},"themes":[],"htmlText":"换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","listText":"换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","text":"换电站不可能盈利，特别是县县通，根据测算多数县城单量极低，能到5到6单就很不错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373411114774960","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":373293481816080,"gmtCreate":1732155103127,"gmtModify":1732155301664,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"蔚来汽车2024Q3业绩电话会议分析师问答","htmlText":"<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815446187518976%22,%22type%22:1%7D\" target=\"_blank\">点击收看蔚来2024Q3业绩电话会回放&nbsp;&nbsp;</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>萧天第一个是关于品牌战略协调。因为我们注意到 L60 的加入。L60 于 9 月推出。蔚来品牌和 ONVO 品牌的订单一直在拉锯战。也就是说，蔚来和 ONVO 的旧趋势似乎相反。当涉及到热门品牌地位和供应链管理时，我们是否应该担心这两个品牌之间可能出现相互蚕食？李斌关于蔚来品牌的整体交付量，从 10 月份开始，我们的交付量有所下降。这更多的是一种主动调整，而不是被动的结果。在 10 月份之前，我们的月交付量连续几个月都在 20,000 辆以上。但与此同时，我们也意识到，由于我们在产品上有一些促销和营销费用，汽车利润率一直面临压力。从 10 月份开始，我们在这方面的费用有所减少。通过减少每辆约 15,000 元人民币的促销费用和营销费用。这样一来，你不可避免地会看到对销量的影响。但从11月开始，随着交付量和需求的稳定，我们看到了销量的回升。就我们的品牌策略整体而言，我们认为使用两个或三个品牌来针对不同的用户群体目前是一个成功的策略。对于ONVO来说，它仍然在同一价格段与其他竞争对手竞争。现在当我们看ONVO用户的主要来源时，他们中的大多数实际上来自","listText":"<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815446187518976%22,%22type%22:1%7D\" target=\"_blank\">点击收看蔚来2024Q3业绩电话会回放&nbsp;&nbsp;</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>萧天第一个是关于品牌战略协调。因为我们注意到 L60 的加入。L60 于 9 月推出。蔚来品牌和 ONVO 品牌的订单一直在拉锯战。也就是说，蔚来和 ONVO 的旧趋势似乎相反。当涉及到热门品牌地位和供应链管理时，我们是否应该担心这两个品牌之间可能出现相互蚕食？李斌关于蔚来品牌的整体交付量，从 10 月份开始，我们的交付量有所下降。这更多的是一种主动调整，而不是被动的结果。在 10 月份之前，我们的月交付量连续几个月都在 20,000 辆以上。但与此同时，我们也意识到，由于我们在产品上有一些促销和营销费用，汽车利润率一直面临压力。从 10 月份开始，我们在这方面的费用有所减少。通过减少每辆约 15,000 元人民币的促销费用和营销费用。这样一来，你不可避免地会看到对销量的影响。但从11月开始，随着交付量和需求的稳定，我们看到了销量的回升。就我们的品牌策略整体而言，我们认为使用两个或三个品牌来针对不同的用户群体目前是一个成功的策略。对于ONVO来说，它仍然在同一价格段与其他竞争对手竞争。现在当我们看ONVO用户的主要来源时，他们中的大多数实际上来自","text":"点击收看蔚来2024Q3业绩电话会回放 $蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$萧天第一个是关于品牌战略协调。因为我们注意到 L60 的加入。L60 于 9 月推出。蔚来品牌和 ONVO 品牌的订单一直在拉锯战。也就是说，蔚来和 ONVO 的旧趋势似乎相反。当涉及到热门品牌地位和供应链管理时，我们是否应该担心这两个品牌之间可能出现相互蚕食？李斌关于蔚来品牌的整体交付量，从 10 月份开始，我们的交付量有所下降。这更多的是一种主动调整，而不是被动的结果。在 10 月份之前，我们的月交付量连续几个月都在 20,000 辆以上。但与此同时，我们也意识到，由于我们在产品上有一些促销和营销费用，汽车利润率一直面临压力。从 10 月份开始，我们在这方面的费用有所减少。通过减少每辆约 15,000 元人民币的促销费用和营销费用。这样一来，你不可避免地会看到对销量的影响。但从11月开始，随着交付量和需求的稳定，我们看到了销量的回升。就我们的品牌策略整体而言，我们认为使用两个或三个品牌来针对不同的用户群体目前是一个成功的策略。对于ONVO来说，它仍然在同一价格段与其他竞争对手竞争。现在当我们看ONVO用户的主要来源时，他们中的大多数实际上来自","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/373293481816080","isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373290858381328,"gmtCreate":1732154462641,"gmtModify":1732154616571,"author":{"id":"3515627051568386","authorId":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386","authorIdStr":"3515627051568386"},"themes":[],"title":"蔚来汽车2024Q3业绩电话会议高管解读财报","htmlText":"<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815446187518976%22,%22type%22:1%7D\" target=\"_blank\">点击收看蔚来2024Q3业绩电话会回放&nbsp;&nbsp;</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>李斌感谢您参加蔚来 2024 年第三季度财报电话会议。第三季度，公司以 61,855 辆的交付量创下季度新高。新品牌继续保持中国纯电动汽车领域最畅销品牌的地位，售价超过 30 万元人民币，市场份额达到 48%。ONVO品牌也于9月28日开始交付其首款车型L60，标志着其进入更广泛的主流家庭市场。2024年10月，该公司交付了20,976辆汽车，同时ONVO品牌继续提高产能。该公司第四季度的总交付量预计在72,000至75,000辆之间。财务方面，我们第三季度的业绩反映出零部件成本持续改善，整车利润率达到 13.1%。此外，在收入和毛利率持续增长的推动下，其他销售毛利率稳步提升。公司第三季度实现了正的经营现金流和自由现金流。现在我想跟大家分享一下我们产品、研发和运营方面的一些进展。蔚来高管旗舰车型ET9正在进行量产前的最后测试和准备，预计明年3月开始交付。ET9汇集了蔚来领先的创新技术，它的交付将进一步巩固蔚来高端品牌形象。随着明年新车型的推出，蔚来品牌将更加专注于提高盈利能力。针对主流家庭市场的ONVO L60凭借宽敞的碳排放、超低的能耗、全面的","listText":"<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221815446187518976%22,%22type%22:1%7D\" target=\"_blank\">点击收看蔚来2024Q3业绩电话会回放&nbsp;&nbsp;</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>李斌感谢您参加蔚来 2024 年第三季度财报电话会议。第三季度，公司以 61,855 辆的交付量创下季度新高。新品牌继续保持中国纯电动汽车领域最畅销品牌的地位，售价超过 30 万元人民币，市场份额达到 48%。ONVO品牌也于9月28日开始交付其首款车型L60，标志着其进入更广泛的主流家庭市场。2024年10月，该公司交付了20,976辆汽车，同时ONVO品牌继续提高产能。该公司第四季度的总交付量预计在72,000至75,000辆之间。财务方面，我们第三季度的业绩反映出零部件成本持续改善，整车利润率达到 13.1%。此外，在收入和毛利率持续增长的推动下，其他销售毛利率稳步提升。公司第三季度实现了正的经营现金流和自由现金流。现在我想跟大家分享一下我们产品、研发和运营方面的一些进展。蔚来高管旗舰车型ET9正在进行量产前的最后测试和准备，预计明年3月开始交付。ET9汇集了蔚来领先的创新技术，它的交付将进一步巩固蔚来高端品牌形象。随着明年新车型的推出，蔚来品牌将更加专注于提高盈利能力。针对主流家庭市场的ONVO L60凭借宽敞的碳排放、超低的能耗、全面的","text":"点击收看蔚来2024Q3业绩电话会回放 $蔚来(NIO)$ $蔚来(NIO.SI)$ $蔚来-SW(09866)$李斌感谢您参加蔚来 2024 年第三季度财报电话会议。第三季度，公司以 61,855 辆的交付量创下季度新高。新品牌继续保持中国纯电动汽车领域最畅销品牌的地位，售价超过 30 万元人民币，市场份额达到 48%。ONVO品牌也于9月28日开始交付其首款车型L60，标志着其进入更广泛的主流家庭市场。2024年10月，该公司交付了20,976辆汽车，同时ONVO品牌继续提高产能。该公司第四季度的总交付量预计在72,000至75,000辆之间。财务方面，我们第三季度的业绩反映出零部件成本持续改善，整车利润率达到 13.1%。此外，在收入和毛利率持续增长的推动下，其他销售毛利率稳步提升。公司第三季度实现了正的经营现金流和自由现金流。现在我想跟大家分享一下我们产品、研发和运营方面的一些进展。蔚来高管旗舰车型ET9正在进行量产前的最后测试和准备，预计明年3月开始交付。ET9汇集了蔚来领先的创新技术，它的交付将进一步巩固蔚来高端品牌形象。随着明年新车型的推出，蔚来品牌将更加专注于提高盈利能力。针对主流家庭市场的ONVO L60凭借宽敞的碳排放、超低的能耗、全面的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373290858381328","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373034301448224,"gmtCreate":1732100721731,"gmtModify":1732100755748,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"蔚来的业绩很烂吗？","htmlText":"刚刚，蔚来公布了三季报，业绩不及预期： 受此影响，盘前股价一度大跌近6%： <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 具体来看，蔚来三季度营收186.7亿人民币，同比下滑2.1%，低于分析师预期的191.7亿，亦低于管理层此前给出的191亿指引下限： 虽然营收低于预期，但主要是分析师对销量的预测有滞后性，如彭博汇总的分析师平均预测数为62053辆，实际值为61855： 蔚来三季度销量早已明牌，而分析师预期有所滞后，带动营收不及预期，也就很正常了。 不过，蔚来三季度销量仅比预期值低0.32%，但营收却低了2.59%，主要是三季度单车收入为27万，同比下滑14%，不及分析师预期的27.6万： 单车收入下降受到蔚来第二品牌乐道的影响，今年9月19日，乐道首款车型L60上市，当季销量达到832辆，L60售价较低，在20.69万元至25.59万元之间，明显低于蔚来主品牌。 今年10月，乐道L60销量达到4319辆，占总销量的比重达到20.6%，预计单车收入将继续下降！ 由此，目前的蔚来出现了增量不增收的局面，如三季度销量增速为11.6%，但营收却下滑2.1%。 再如今年四季度，蔚来预计销量在7.2-7.5万辆之间，同比增速高达43.9%-49.9%，但营收预计在196.8-203.8亿，同比仅增长15%-19.2%。 受此影响，蔚来四季度指引同样大幅不及预期，如分析师预期的销量为77955辆，管理层指引最高值较预期低3.8%，但分析师预期四季度营收为225亿，管理层指引最高值较预期低9.4%！ 虽然三季度营收低于预期，但毛利率表现尚可，三季度为10.7%，略超分析师预期的10.6%： 其中，汽车销售毛利率为13.1%，略超分析师预期的13.06%，主要是电池价格下降带动： 虽然毛利率有所恢复，但三季度净亏损达到50.6亿，比去年","listText":"刚刚，蔚来公布了三季报，业绩不及预期： 受此影响，盘前股价一度大跌近6%： <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 具体来看，蔚来三季度营收186.7亿人民币，同比下滑2.1%，低于分析师预期的191.7亿，亦低于管理层此前给出的191亿指引下限： 虽然营收低于预期，但主要是分析师对销量的预测有滞后性，如彭博汇总的分析师平均预测数为62053辆，实际值为61855： 蔚来三季度销量早已明牌，而分析师预期有所滞后，带动营收不及预期，也就很正常了。 不过，蔚来三季度销量仅比预期值低0.32%，但营收却低了2.59%，主要是三季度单车收入为27万，同比下滑14%，不及分析师预期的27.6万： 单车收入下降受到蔚来第二品牌乐道的影响，今年9月19日，乐道首款车型L60上市，当季销量达到832辆，L60售价较低，在20.69万元至25.59万元之间，明显低于蔚来主品牌。 今年10月，乐道L60销量达到4319辆，占总销量的比重达到20.6%，预计单车收入将继续下降！ 由此，目前的蔚来出现了增量不增收的局面，如三季度销量增速为11.6%，但营收却下滑2.1%。 再如今年四季度，蔚来预计销量在7.2-7.5万辆之间，同比增速高达43.9%-49.9%，但营收预计在196.8-203.8亿，同比仅增长15%-19.2%。 受此影响，蔚来四季度指引同样大幅不及预期，如分析师预期的销量为77955辆，管理层指引最高值较预期低3.8%，但分析师预期四季度营收为225亿，管理层指引最高值较预期低9.4%！ 虽然三季度营收低于预期，但毛利率表现尚可，三季度为10.7%，略超分析师预期的10.6%： 其中，汽车销售毛利率为13.1%，略超分析师预期的13.06%，主要是电池价格下降带动： 虽然毛利率有所恢复，但三季度净亏损达到50.6亿，比去年","text":"刚刚，蔚来公布了三季报，业绩不及预期： 受此影响，盘前股价一度大跌近6%： $蔚来(NIO)$ 具体来看，蔚来三季度营收186.7亿人民币，同比下滑2.1%，低于分析师预期的191.7亿，亦低于管理层此前给出的191亿指引下限： 虽然营收低于预期，但主要是分析师对销量的预测有滞后性，如彭博汇总的分析师平均预测数为62053辆，实际值为61855： 蔚来三季度销量早已明牌，而分析师预期有所滞后，带动营收不及预期，也就很正常了。 不过，蔚来三季度销量仅比预期值低0.32%，但营收却低了2.59%，主要是三季度单车收入为27万，同比下滑14%，不及分析师预期的27.6万： 单车收入下降受到蔚来第二品牌乐道的影响，今年9月19日，乐道首款车型L60上市，当季销量达到832辆，L60售价较低，在20.69万元至25.59万元之间，明显低于蔚来主品牌。 今年10月，乐道L60销量达到4319辆，占总销量的比重达到20.6%，预计单车收入将继续下降！ 由此，目前的蔚来出现了增量不增收的局面，如三季度销量增速为11.6%，但营收却下滑2.1%。 再如今年四季度，蔚来预计销量在7.2-7.5万辆之间，同比增速高达43.9%-49.9%，但营收预计在196.8-203.8亿，同比仅增长15%-19.2%。 受此影响，蔚来四季度指引同样大幅不及预期，如分析师预期的销量为77955辆，管理层指引最高值较预期低3.8%，但分析师预期四季度营收为225亿，管理层指引最高值较预期低9.4%！ 虽然三季度营收低于预期，但毛利率表现尚可，三季度为10.7%，略超分析师预期的10.6%： 其中，汽车销售毛利率为13.1%，略超分析师预期的13.06%，主要是电池价格下降带动： 虽然毛利率有所恢复，但三季度净亏损达到50.6亿，比去年","images":[{"img":"https://static.tigerbbs.com/40efc65e161dcd71abfc19d527086bba","width":"1075","height":"364"},{"img":"https://static.tigerbbs.com/0e04bef7c9c6aa2e4fb739f0fe60fc6a","width":"1261","height":"826"},{"img":"https://static.tigerbbs.com/78b8327dab38d445ad60a9c70bcae67f","width":"1305","height":"589"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":4,"link":"https://laohu8.com/post/373034301448224","isVote":1,"tweetType":1,"viewCount":11156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},{"id":371510069518480,"gmtCreate":1731709733730,"gmtModify":1731909160645,"author":{"id":"3472021911291918","authorId":"3472021911291918","name":"仟俚","avatar":"https://static.tigerbbs.com/dbafbca0a6d5f63c69951946d7427b3d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472021911291918","authorIdStr":"3472021911291918"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 最近，首批购买新能源汽车的车主到了换电池周期了，其中一位特斯拉Model S的车主，电池老化后的维修费用要16万，如果更换电池则需要22万。 但这辆车子已经开了快9年了，卖二手车的价值都不到16万，汽车的剩余价值都不够换一个电池。 根据工信部的要求，新能源乘用汽车的生产车企，需要为车主提供电池和电机等核心部件8年质保，或者12万公里的质保。 而2016年购买第一批新能源汽车的车主，到今年刚好满8年，电池将过了维护质保期。 这意味着从明年开始，一旦车子电池出现问题，就需要自己承担巨额的维修费用了，换电池的成本则更高。 新能源车主的换电池焦虑 “换电”是比“充电续航”更让新能源车主焦虑和纠结的问题，原因有二： 01 相近的产品寿命，但电池维护成本更高 普通汽车电池设计的使用寿命，平均是15年，跟燃油车发动机一般15年使用寿命是对标的。 高端电动汽车的电池使用寿命可以达到20年，质量好，保养好的燃油车发动机，也可以突破20年的寿命。 发动机和电池设计都是相近的产品寿命，普通新能源乘用车的电池，其实正常使用个十年八年都不是问题。 但在相同的使用周期里，燃油车发动机和新能源车的电池，维护成本存在较大差异。 举个例子，同样开个十年八年，发动机出故障，即使需要维修，也只是相对低成本的修修补补，之后还能正常使用。 而电池一旦出故障，很多时候需要整组电池更换，维修成本很高，若选择换电池，那么成本更是高到车子整体价值的40%-50%，甚至接近70%。 02 电池质保期没有覆盖产品寿命周期 2016年工信部的规定是8年或12万公里的质保期，这与纯电汽车电池设计寿命15年，并不匹配，没有覆盖完整产品生命周期。 首批新能源车主担心质保期太短，电池出问题了维护成本太高。 但若是要求质保期覆盖产","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 最近，首批购买新能源汽车的车主到了换电池周期了，其中一位特斯拉Model S的车主，电池老化后的维修费用要16万，如果更换电池则需要22万。 但这辆车子已经开了快9年了，卖二手车的价值都不到16万，汽车的剩余价值都不够换一个电池。 根据工信部的要求，新能源乘用汽车的生产车企，需要为车主提供电池和电机等核心部件8年质保，或者12万公里的质保。 而2016年购买第一批新能源汽车的车主，到今年刚好满8年，电池将过了维护质保期。 这意味着从明年开始，一旦车子电池出现问题，就需要自己承担巨额的维修费用了，换电池的成本则更高。 新能源车主的换电池焦虑 “换电”是比“充电续航”更让新能源车主焦虑和纠结的问题，原因有二： 01 相近的产品寿命，但电池维护成本更高 普通汽车电池设计的使用寿命，平均是15年，跟燃油车发动机一般15年使用寿命是对标的。 高端电动汽车的电池使用寿命可以达到20年，质量好，保养好的燃油车发动机，也可以突破20年的寿命。 发动机和电池设计都是相近的产品寿命，普通新能源乘用车的电池，其实正常使用个十年八年都不是问题。 但在相同的使用周期里，燃油车发动机和新能源车的电池，维护成本存在较大差异。 举个例子，同样开个十年八年，发动机出故障，即使需要维修，也只是相对低成本的修修补补，之后还能正常使用。 而电池一旦出故障，很多时候需要整组电池更换，维修成本很高，若选择换电池，那么成本更是高到车子整体价值的40%-50%，甚至接近70%。 02 电池质保期没有覆盖产品寿命周期 2016年工信部的规定是8年或12万公里的质保期，这与纯电汽车电池设计寿命15年，并不匹配，没有覆盖完整产品生命周期。 首批新能源车主担心质保期太短，电池出问题了维护成本太高。 但若是要求质保期覆盖产","text":"$蔚来(NIO)$ 最近，首批购买新能源汽车的车主到了换电池周期了，其中一位特斯拉Model S的车主，电池老化后的维修费用要16万，如果更换电池则需要22万。 但这辆车子已经开了快9年了，卖二手车的价值都不到16万，汽车的剩余价值都不够换一个电池。 根据工信部的要求，新能源乘用汽车的生产车企，需要为车主提供电池和电机等核心部件8年质保，或者12万公里的质保。 而2016年购买第一批新能源汽车的车主，到今年刚好满8年，电池将过了维护质保期。 这意味着从明年开始，一旦车子电池出现问题，就需要自己承担巨额的维修费用了，换电池的成本则更高。 新能源车主的换电池焦虑 “换电”是比“充电续航”更让新能源车主焦虑和纠结的问题，原因有二： 01 相近的产品寿命，但电池维护成本更高 普通汽车电池设计的使用寿命，平均是15年，跟燃油车发动机一般15年使用寿命是对标的。 高端电动汽车的电池使用寿命可以达到20年，质量好，保养好的燃油车发动机，也可以突破20年的寿命。 发动机和电池设计都是相近的产品寿命，普通新能源乘用车的电池，其实正常使用个十年八年都不是问题。 但在相同的使用周期里，燃油车发动机和新能源车的电池，维护成本存在较大差异。 举个例子，同样开个十年八年，发动机出故障，即使需要维修，也只是相对低成本的修修补补，之后还能正常使用。 而电池一旦出故障，很多时候需要整组电池更换，维修成本很高，若选择换电池，那么成本更是高到车子整体价值的40%-50%，甚至接近70%。 02 电池质保期没有覆盖产品寿命周期 2016年工信部的规定是8年或12万公里的质保期，这与纯电汽车电池设计寿命15年，并不匹配，没有覆盖完整产品生命周期。 首批新能源车主担心质保期太短，电池出问题了维护成本太高。 但若是要求质保期覆盖产","images":[{"img":"https://static.tigerbbs.com/5d280d44ed3383ae7f98987d5323f293","width":"1024","height":"596"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":2,"link":"https://laohu8.com/post/371510069518480","isVote":1,"tweetType":1,"viewCount":10243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":373295597334544,"gmtCreate":1732155619611,"gmtModify":1732157958302,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"蔚来财报解析：营收增长与毛利率提升，未来增长蓝图显现","htmlText":"蔚来2024年第三季度电话会记录，照例有斌哥说的，有我的自己想法，一切以蔚来IR为准： <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a 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蔚来的股东们还是赶紧撤资吧。别人家交付量都在增加，斌是越来越拉垮","images":[{"img":"https://static.tigerbbs.com/b96adecb078b08fba9956779718b7c05","width":"641","height":"749"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375224779645080","isVote":1,"tweetType":1,"viewCount":2186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375504620552304,"gmtCreate":1732694302689,"gmtModify":1732694304270,"author":{"id":"3464867780819115","authorId":"3464867780819115","name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464867780819115","authorIdStr":"3464867780819115"},"themes":[],"htmlText":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。","listText":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。","text":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375504620552304","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375237800259880,"gmtCreate":1732653756112,"gmtModify":1732653759099,"author":{"id":"3576271643241091","authorId":"3576271643241091","name":"Steven998","avatar":"https://static.tigerbbs.com/393561592ca9ffc5eca2bdb8bc371cde","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576271643241091","authorIdStr":"3576271643241091"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/233188933891324\">@大风大浪</a>:赔本赚吆喝的买卖没法长久，东西好不等于能活得久，看不到回报希望只能用脚投票，//<a href=\"https://laohu8.com/U/233188933891324\">@大风大浪</a>:关键是品质做的真的都不差","listText":"Replying to <a href=\"https://laohu8.com/U/233188933891324\">@大风大浪</a>:赔本赚吆喝的买卖没法长久，东西好不等于能活得久，看不到回报希望只能用脚投票，//<a href=\"https://laohu8.com/U/233188933891324\">@大风大浪</a>:关键是品质做的真的都不差","text":"Replying to 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不严肃的克拉拉：自媒体汽车博主，新能源汽车领域深耕七年，深入研究新势力与传统车企的新能源布局，对车电分离与换电模式有独到见解。擅长解读车企大佬“未来展望”的潜台词，让你一眼看透行业风向！评论区留下你对蔚来这次财报的评价，或想问的问题，业绩会问答环节将随机抽取，并做在线答疑！直播链接：<a href=\"https://www.laohu8.com/m/live/1815446187518976/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815446187518976%22%2C%22type%22%3A1%7D\" target=\"_blank\">蔚来业绩会实时直播，同步解读——增长前景与未来战略解析</a>","listText":"蔚来财报不及预期，美股盘前一度跌超5%。这一次，蔚来难道理想和现实都很骨感？今晚八点，知名自媒体汽车博主“不严肃的克拉拉”，和您一起同步观看蔚来业绩会，实时解读蔚来的投资策略和发展前景！ <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 不严肃的克拉拉：自媒体汽车博主，新能源汽车领域深耕七年，深入研究新势力与传统车企的新能源布局，对车电分离与换电模式有独到见解。擅长解读车企大佬“未来展望”的潜台词，让你一眼看透行业风向！评论区留下你对蔚来这次财报的评价，或想问的问题，业绩会问答环节将随机抽取，并做在线答疑！直播链接：<a href=\"https://www.laohu8.com/m/live/1815446187518976/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221815446187518976%22%2C%22type%22%3A1%7D\" target=\"_blank\">蔚来业绩会实时直播，同步解读——增长前景与未来战略解析</a>","text":"蔚来财报不及预期，美股盘前一度跌超5%。这一次，蔚来难道理想和现实都很骨感？今晚八点，知名自媒体汽车博主“不严肃的克拉拉”，和您一起同步观看蔚来业绩会，实时解读蔚来的投资策略和发展前景！ $蔚来(NIO)$ $蔚来-SW(09866)$ 不严肃的克拉拉：自媒体汽车博主，新能源汽车领域深耕七年，深入研究新势力与传统车企的新能源布局，对车电分离与换电模式有独到见解。擅长解读车企大佬“未来展望”的潜台词，让你一眼看透行业风向！评论区留下你对蔚来这次财报的评价，或想问的问题，业绩会问答环节将随机抽取，并做在线答疑！直播链接：蔚来业绩会实时直播，同步解读——增长前景与未来战略解析","images":[{"img":"https://static.tigerbbs.com/e9073d7a547fe3da7bfb8d10463e0d94","width":"1125","height":"2279"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/373063927414792","isVote":1,"tweetType":1,"viewCount":8840,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3527667711911328","authorId":"3527667711911328","name":"starterpacks","avatar":"https://static.tigerbbs.com/6a63e81a4fc346a12a47dc010a990d1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667711911328","authorIdStr":"3527667711911328"},"content":"车越买越多，营收没多少，亏损也没减少，隔壁小鹏亏损都减少了，这要怎么看潜力？","text":"车越买越多，营收没多少，亏损也没减少，隔壁小鹏亏损都减少了，这要怎么看潜力？","html":"车越买越多，营收没多少，亏损也没减少，隔壁小鹏亏损都减少了，这要怎么看潜力？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":375511775314136,"gmtCreate":1732696161767,"gmtModify":1732696163764,"author":{"id":"4161932824255432","authorId":"4161932824255432","name":"小岛大浪","avatar":"https://static.tigerbbs.com/18691f82bc0421a1c71019cf028d7514","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161932824255432","authorIdStr":"4161932824255432"},"themes":[],"htmlText":"我买过蔚来商城里的东西，感觉都不差","listText":"我买过蔚来商城里的东西，感觉都不差","text":"我买过蔚来商城里的东西，感觉都不差","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375511775314136","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108280477106530","authorId":"4108280477106530","name":"Hermione","avatar":"https://static.tigerbbs.com/ecab3917ef338b7627fc458d472544c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"4108280477106530","authorIdStr":"4108280477106530"},"content":"我也买过，除了贵一点，品质是相当的好，设计是相当的nio","text":"我也买过，除了贵一点，品质是相当的好，设计是相当的nio","html":"我也买过，除了贵一点，品质是相当的好，设计是相当的nio"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375486100746712,"gmtCreate":1732713096229,"gmtModify":1732713098375,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"转行吧 当东方甄选也不错","listText":"转行吧 当东方甄选也不错","text":"转行吧 当东方甄选也不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375486100746712","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375085435146392,"gmtCreate":1732594886576,"gmtModify":1732594888418,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010479","authorIdStr":"10000000000010479"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来是隐性价值大于显性价值，仔细看看就明白了，蔚来的补能建设，跟其他车企合作的换电联盟，高端的市场占位，都是蔚来的盈利点","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 蔚来是隐性价值大于显性价值，仔细看看就明白了，蔚来的补能建设，跟其他车企合作的换电联盟，高端的市场占位，都是蔚来的盈利点","text":"$蔚来(NIO)$ 蔚来是隐性价值大于显性价值，仔细看看就明白了，蔚来的补能建设，跟其他车企合作的换电联盟，高端的市场占位，都是蔚来的盈利点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375085435146392","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464867780819115","authorId":"3464867780819115","name":"戈仑","avatar":"https://static.tigerbbs.com/0dc4e1dec713d1cd9732c5dfdbb63386","crmLevel":7,"crmLevelSwitch":0,"idStr":"3464867780819115","authorIdStr":"3464867780819115"},"content":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。","text":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。","html":"想啥呢，只有车卖出去才叫赢利点，而且要达到月销售5万左右才能达到盈亏平衡，而不是2万辆。达不到就变成负资产了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375462127763560,"gmtCreate":1732669317848,"gmtModify":1732669319820,"author":{"id":"3555770410457530","authorId":"3555770410457530","name":"叶杨小小","avatar":"https://static.tigerbbs.com/2e85c10805bb59769974dc823befe65a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555770410457530","authorIdStr":"3555770410457530"},"themes":[],"htmlText":"如果造一台增程车撑住销量也有救","listText":"如果造一台增程车撑住销量也有救","text":"如果造一台增程车撑住销量也有救","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375462127763560","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375484556775616,"gmtCreate":1732674582314,"gmtModify":1732674585347,"author":{"id":"3581646737212013","authorId":"3581646737212013","name":"梓坚","avatar":"https://static.tigerbbs.com/dc60101ae2a157654c11b14c2d659432","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581646737212013","authorIdStr":"3581646737212013"},"themes":[],"htmlText":"不知到什么时候才能不跌、😭😭","listText":"不知到什么时候才能不跌、😭😭","text":"不知到什么时候才能不跌、😭😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375484556775616","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}