蔚来的窘境证明了落后_老虎社区_美港股上老虎

2023-11-21

蔚来的窘境证明了落后的换电电池包整体架构与快速迭代电池和车体结合的技术发展之间的巨大代差，也导致了自身发展跟不上大趋势。但凡有眼光的车企对此应该有所感知。长安应该是会用自己的低端车型用 nio 的电池包，等于 nio 被利用了也对品牌造成不可逆的矮化。从行动反推目的，叠加融资环境大不如从前，可想而知财务情况是多么严峻。那么多真金白银打造的品牌护城河已经出现了缺口，溃坝不远矣！$NIO 20250117 7.5 PUT$

长安汽车与蔚来签约，开展换电业务合作

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

董若愚
2023-11-22
董若愚
蔚来固定的电池包架构与电池的快速迭代毫不冲突，相反对车主而言有了多一样选择。随着电池能量密度的提升固定电池包架构能带来的续航里程也会不断提升。写评论要走点心。对蔚来车主而言最有价值的是换电服务，且是高频使用的服务，其他海捞式服务虽然也好，但毕竟是低频服务。
- GP黑白熊:
  et5 去坐一下看看这个电池包导致的不停 SUV 套娃是主动还是被动的情况。顺便提醒下这套东西是 17 18 年的设计了
劈歪歪
2023-11-21
劈歪歪
真牛，红白喜事切换自如，只要愿意，可以永远按自己的意愿去解读
- GP黑白熊:
  $NIO 20250117 7.5 PUT$$NIO 20250117 7.5 PUT$ 做空挣了不少并打算持仓到 24 年中再看
羽田
2023-11-22
羽田
没有开过这台车的，要理解这个太难了。
- GP黑白熊:
  哈哈哈 es6 试驾了三次每次都归结到一个结论车造的挺糟糕的从里到外都是一个国产车的桶装泡面
人民币美元一起赚
2023-11-21
人民币美元一起赚
你就是汽车界的章家墩666
- GP黑白熊:
  $NIO 20250117 7.5 PUT$ 随便怎么说我按我的理解和第一性原理挣钱就行了长期持有长期看衰
349f6622
2023-11-21
349f6622
换电站是蔚来的战略性错误，战术级别的改进长期看是无效的，浪费精力不去抓销售搞这些事又是双重错误
- 羽田:
  完全不同意你的短见。
阿尔卑斯山之秋
2023-11-21
阿尔卑斯山之秋
你可真会解读
- GP黑白熊:
  $NIO 20250117 7.5 PUT$ 你亏多少我做空就挣多少至于说什么在真金白银面前真无 jb 所谓

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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长安汽车与蔚来签约，开展换电业务合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-11-21 14:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日下午消息，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议，双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊，长安汽车副总裁王辉，深蓝汽车总经理邓承浩，蔚来联合创始人、总裁秦力洪，蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示：“从充换电业务开始的第一天，蔚来就决定向全行业开放。与互联网云服务基础设施一样，蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展，蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验，蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业，长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作，蔚来和长安汽车将共同推进新能源汽车产业高质量发展，推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示：“在国家大力发展新能源、智能网联汽车的背景下，蔚来换电模式的落地，具有里程碑意义，长安汽车和蔚来此次换电业务合作，将推动新能源汽车产业进一步高质量发展，意义重大。未来，长安汽车将不仅仅在换电领域与蔚来合作，也将在其他平台性、基础性生态领域，从能源、充换电、整车、生态等方面，持续加强和蔚来的合作，共同推动产业高质量发展格局的构建，形成共创共享、互利互惠的良性生态。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK4574":"无人驾驶","BK0028":"国家队","000625":"长安汽车","NIO":"蔚来","BK4509":"腾讯概念","BK1588":"回港中概股","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","BK0014":"新能源汽车","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK0010":"央企","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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