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sta327
2022-11-01
上周蔚来门店打电话来 说有现车卖 问要不要[捂脸] 这哪是疫情.另外特斯拉哪里又是因为订单不行降的价 你看下提车时间
蔚来整车工厂暂停生产,新老车型交付迟缓
sta327
2022-07-22
空头又来爆这有的没的料了
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LI\">理想汽车</a>的新车L9也大面积延迟交付了,加上老款车型表现疲软,8月理想汽车交付不到5000辆,显著低于常规水平。</p><p>不过,当前的新车销售,挑战不仅来自供应端,而且也来自需求端——在工厂生产节奏达不到预期的同时,绝大部分车型的终端表现也不尽如人意。有接近一线渠道的人士近期告诉36氪,蔚小理的老款车型都有订单不足的情况,加上新车产能不足、交付延缓,短期内销量掉档的压力不小。</p><p>实际上,市场的寒气是普遍存在的。就在上周初,<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车销量龙头<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也因为订单不及预期,而下调了旗下主销车型的价格,降价幅度最高达到了3.7万元。</p><p>降价的效果立杆见影,不小的优惠的确能快速地拉动一波短期需求。但特斯拉降价的底气是领先业内的毛利率和灵活的价格机制,对于仍挣扎在供应链和产能中的其他车企来说,跟,并不是一个容易的选择。</p></body></html>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来整车工厂暂停生产,新老车型交付迟缓</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来整车工厂暂停生产,新老车型交付迟缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 17:50 北京时间 <a href=https://36kr.com/p/1982589695018248><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求,蔚来位于合肥的两座工厂相继停产,目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪,10月中旬以来蔚来的生产就开始面临挑战。为配合防疫,江淮蔚来F1工厂原本计划关个3、5天,因为大部分零部件都备有库存,可以封闭式生产,但后来封控时间延长,整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示,蔚来在合肥经开区的汽车产业园Neo ...</p>\n\n<a href=\"https://36kr.com/p/1982589695018248\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://36kr.com/p/1982589695018248","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187084689","content_text":"文丨彭苏平造车新势力又遇黑天鹅。近日受防疫要求,蔚来位于合肥的两座工厂相继停产,目前旗下车型的交付进度普遍延缓。有知情人士告诉36氪,10月中旬以来蔚来的生产就开始面临挑战。为配合防疫,江淮蔚来F1工厂原本计划关个3、5天,因为大部分零部件都备有库存,可以封闭式生产,但后来封控时间延长,整体生产和交付的节奏都受到了较大影响。另有接近蔚来的人士对36氪表示,蔚来在合肥经开区的汽车产业园Neo Park近期同样处于封闭管控,F2工厂的整车生产线也暂停运转。截至发稿,蔚来方面尚未对上述消息进行回应。目前,蔚来的全部产能都位于合肥,其中F1工厂承担了绝大多数车型的生产,包括较早上市的几款大型SUV“886”(ES8、ES6、EC6)、2021年1月上市的旗舰轿车ET7以及今年6月上市的中大型SUV ES7,产线升级后年产能最高可达30万辆。而F2工厂主要生产最新上市的轿车ET5,据称该工厂整体规划产能高达100万辆,但目前尚处于产能爬坡的初期。工厂的封控以及断断续续的停产,让蔚来近期的交付效率显著下降。不少蔚来“准车主”表示,他们订购的车原计划10月交付,但到10月下旬时车还没有上产线,有些被提示交付时间将延缓至11月。从部分车主这两天最新的反馈看,蔚来工厂的生产也并未全线停止,一些新车已经开始处于生产流程中。而到10月底,已经下线的车辆运输也在加速推进——此前封闭期间,厂区内的车辆一度无法顺利运出去。国庆节假期叠加防疫管控,蔚来今年10月的交付规模将面临不小的压力。有市场数据显示,10月前三周,蔚来汽车的上险量仅有不到6400辆,距离1万辆的基准线都还有约3600辆的差距。而蔚来今年的年度销量目标为15万辆,今年前三个季度才完成了8.24万辆,完成率仅有55%。最后一季度是蔚来的冲刺阶段,寄予厚望的走量车型ET5就在9月底开启交付,蔚来董事长、CEO李斌也曾在二季度财报会议上明确表示,“已经准备好迎接第四季度生产和交付的高速增长”。10月本应开个好头,但新工厂产能爬坡本就需要时间,现在又经历着防疫管控,交付效率明显打折,蔚来今年的交付压力进一步增加。而外部的客观因素影响新车交付,这样的情况今年并不少见。今年8月,因增程器供应商受在四川被限电、无法正常供货,理想汽车的新车L9也大面积延迟交付了,加上老款车型表现疲软,8月理想汽车交付不到5000辆,显著低于常规水平。不过,当前的新车销售,挑战不仅来自供应端,而且也来自需求端——在工厂生产节奏达不到预期的同时,绝大部分车型的终端表现也不尽如人意。有接近一线渠道的人士近期告诉36氪,蔚小理的老款车型都有订单不足的情况,加上新车产能不足、交付延缓,短期内销量掉档的压力不小。实际上,市场的寒气是普遍存在的。就在上周初,智能电动汽车销量龙头特斯拉也因为订单不及预期,而下调了旗下主销车型的价格,降价幅度最高达到了3.7万元。降价的效果立杆见影,不小的优惠的确能快速地拉动一波短期需求。但特斯拉降价的底气是领先业内的毛利率和灵活的价格机制,对于仍挣扎在供应链和产能中的其他车企来说,跟,并不是一个容易的选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686736705,"gmtCreate":1658485771511,"gmtModify":1704191973524,"author":{"id":"3575249714501021","authorId":"3575249714501021","name":"sta327","avatar":"https://static.tigerbbs.com/7fc0e2f09593e5fa42283fabd72d5d58","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575249714501021","idStr":"3575249714501021"},"themes":[],"htmlText":"空头又来爆这有的没的料了","listText":"空头又来爆这有的没的料了","text":"空头又来爆这有的没的料了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686736705","repostId":"1159368803","repostType":4,"isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":665264813,"gmtCreate":1667312165332,"gmtModify":1667312311022,"author":{"id":"3575249714501021","authorId":"3575249714501021","name":"sta327","avatar":"https://static.tigerbbs.com/7fc0e2f09593e5fa42283fabd72d5d58","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575249714501021","authorIdStr":"3575249714501021"},"themes":[],"htmlText":"上周蔚来门店打电话来 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