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- jameshejameshe
  ·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
  蔚来汽车北京上海换电排队情况统计作者：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。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：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。
  蔚来汽车北京上海换电排队情况统计
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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":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}