李斌想成为下一个刘强东？_老虎社区_美港股上老虎

李斌想成为下一个刘强东？

华尔街见闻2023-04-06

作者 | 柴旭晨蔚来和李斌还是那么喜欢赌，下大力气、花大价钱去搏一个自己的未来。3月28日，蔚来第三代换电站首次亮相，这是它区别于同行的大杀器，也是豪赌未来的重要筹码。新的换电站电池仓位数由13个增至21个，单日站点服务能力比二代站高出三成；换电时间缩短至5分钟以内；部分三代站还会装上激光雷达和英伟达的芯片，提供给没有智驾配置的阿尔卑斯等子品牌车型使用。并且“精明”的蔚来还把超充桩和换电站布局在了...

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JiA
·2023-04-07
ET7车主自从服务区里换过一次电再也停不下来，还有领航辅助，电车的智能+油车的出游半径，只能说准备买第二辆蔚来了
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- JiA:
  该有的都有以及省事，修车维护充换电基本所有的场景都比别的牌子省事，其实这车卖50还是60 70对我没太大区别，但你真的让我省事省时间了，我就愿意溢价去买你
  2023-04-09
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- 哆啦A梦的口袋喵:
  那蔚来汽车的哪些优势吸引你呢？
  2023-04-09
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- 守的云开见日月:
  我连第一辆还没又买的打算，楼主6的。
  2023-04-09
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swhy
·2023-04-07
结果就是输得底裤也没了
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CassieWen
·2023-04-07
3年前买的ES6，换电服务太棒啦！车价不便宜，但一分价钱一分货，动力强，外表靓，安全智能，内饰高级，NOMI语音智能可爱敏捷，售后服务车友互动，甚至外延服装日用产品也让人爱不释手。用了的人都喜欢，当然，企业还未盈利，领头人还须努力💪
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- 玄彬的玄:
  我也是ES6车主、挺李斌即蔚来的战略、拭目以待
  2023-04-07
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有为青年不起雷钳
·2023-04-07
蔚来工业垃圾
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8战无不胜8
·2023-04-07
无数次的远途出行，在没有高压充电的时代只有换电才是解决长途行驶的软肋。没用过的都在黑，真正的蔚来车主都乐此不疲。即便有了高压充电那又需要多少的国家基础设施建设，利弊自然明了。蔚来可期!
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- 杜向峰:
  不知道蔚来最终会不会降价
  2023-04-19
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- 福斯特09:
  你是不是有蔚来的股票？
  2023-04-19
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- 纯天然绿色学渣:
  说得对，在没有高压充电的时代只有换电才是解决长途行驶的软肋
  2023-04-19
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vanhan
·2023-04-06
阅
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MiaY
·2023-04-06
刚从三亚一路换电到哈尔滨，边走边玩，很方便，蔚来——未来可期。
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稳稳盈
·2023-04-06
就李斌这样没脸没皮的，可能吗？
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- xxclzzzz:
  他说啥了
  2023-04-06
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亿元，同比翻了近2倍。但沈裴对此直言，换电站肯定不背这个（亏损）锅，换电创造的价值非常大。他所说的价值就是用户与销量。在新能源产业各个重量级选手中，蔚来一直是豪赌换电的那个，造车与建电站共进，通过换电等服务吸引更多用户，是李斌的信条。早期的蔚来，通过免费换电池，用极致的用户体验建立起了护城河，至今蔚来仍坚持换电这一模式。据沈斐透露，目前蔚来车主补能的电量，有过半都来自换电，并且占比还在不断上升。从用户服务和基建的角度，蔚来的这种打法，有点像当年的京东。在电商领域，京东当年也是坚持自营、重金自建物流。因为刘强东发现了需求痛点，要提供高品质、快速送达的商品。在很长一段时间内，被自建拖累了利润的京东备受质疑，不过最后京东的模式成功了，在业内站稳了脚跟。自营模式也成就了刘强东，成为继阿里淘宝之后又一个没人能超越的电商巨头。蔚来坚持自建换电站，一旦形成规模壁垒，培养了用户习惯，就相当于圈定、锁住了一部分重度用户，车主们换购或者口碑传播，都将给蔚来的销量添砖加瓦，进一步巩固它的市场份额。从用户体验角度出发，除了站点没那么多之外，换电几乎是当下唯一可以与燃油车加油效率相提并论的补能方式。但问题是，在持续亏损的情况下，重金投入换电与销量增长必须取得平衡，否则蔚来无法长期支撑。按照蔚来今年 1000 座新增换电站，单站建设成本 200 万元的保守数字估计，至少需要 20 亿元，这还没算运营成本。对于目前手握 455 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