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jameshe
2020-11-30
有含金量的分析。未来大量的充电桩分流，会导致换电站密度低。用户开去的平均时间过长，跟充电比没有效率。和换电站密度高保障用户体验又无法赚钱的矛盾。
蔚来汽车北京上海换电排队情况统计
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class=\"title\">\n蔚来汽车北京上海换电排队情况统计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 14:48 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-11-30/doc-iiznezxs4438649.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来汽车北京上海换电排队情况统计（不断更新）作者：壹第数倒雪球在上一篇《蔚来的逆鳞》中，笔者分析了蔚来汽车换电服务的承载力，认为其换电体系已经接近饱和，服务质量无法长期维系。那么目前真实情况如何呢？带着这个疑问，使用蔚来车主APP对北京上海两地的换电排队情况进行统计，以后会逐步更新（表格中的数字表示排队车主数量）：目前蔚来的第一代换电站最多储备五块电池，如果排队人数超过五个，那么至少需要等待一整轮...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-11-30/doc-iiznezxs4438649.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80e4ab3e53452f4e5554d2f59e6f6d9b","relate_stocks":{"NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2020-11-30/doc-iiznezxs4438649.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2087761930","content_text":"蔚来汽车北京上海换电排队情况统计（不断更新）作者：壹第数倒雪球在上一篇《蔚来的逆鳞》中，笔者分析了蔚来汽车换电服务的承载力，认为其换电体系已经接近饱和，服务质量无法长期维系。那么目前真实情况如何呢？带着这个疑问，使用蔚来车主APP对北京上海两地的换电排队情况进行统计，以后会逐步更新（表格中的数字表示排队车主数量）：目前蔚来的第一代换电站最多储备五块电池，如果排队人数超过五个，那么至少需要等待一整轮的充电时间，也就是超过一个小时。按照北京11月29的情况，全市全天的平均等待时间可能已经超过一个小时，笔者认为如此漫长的等待时间导致换电的优势不复存在，车主完全可以在距离更近的充电站完成充电。可以说蔚来的免费换电服务在北京已经接近崩溃，丧失了意义，而其他城市亦会步其后尘。蔚来目前面临一个两难的选择：一是大量新建换电站，保障换电体验，但由此带来的成本将会失控！按照2020年4季度的交付量预测，仅仅一个季度就需要新建30个左右的换电站（具体计算请见《蔚来的逆鳞》）；二是降低用户的换电体验（目前在蔚来车主中已有诸多抱怨），但会让其倾力营造的用户口碑毁于一旦，BAAS模式也将变成纯粹的电池租赁。股东和消费者，到底谁会是最后的韭菜呢？在此请让我心疼一下北京的蔚来车主们，天寒地冻夜里十一点还在排队，可能这就是真爱吧！~免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":391531990,"gmtCreate":1606729002810,"gmtModify":1703844000974,"author":{"id":"44087831185451","authorId":"44087831185451","name":"jameshe","avatar":"https://static.tigerbbs.com/50ee3a0bb9654b3c9f1770783cb37b1b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有含金量的分析。未来大量的充电桩分流，会导致换电站密度低。用户开去的平均时间过长，跟充电比没有效率。和换电站密度高保障用户体验又无法赚钱的矛盾。","listText":"有含金量的分析。未来大量的充电桩分流，会导致换电站密度低。用户开去的平均时间过长，跟充电比没有效率。和换电站密度高保障用户体验又无法赚钱的矛盾。","text":"有含金量的分析。未来大量的充电桩分流，会导致换电站密度低。用户开去的平均时间过长，跟充电比没有效率。和换电站密度高保障用户体验又无法赚钱的矛盾。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391531990","repostId":"2087761930","repostType":2,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
