$蔚来(NIO)$交_老虎社区_美港股上老虎 - 老虎社区

春秋冬夏啊

$蔚来(NIO)$交付5055，在预期内，但是接下来产能是个很大问题，积累的订单，如何去转化出来

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老菜_2264
2020-11-02
老菜_2264
积累的订单，难道不是应该先生产出来吗？转化去哪里啊
- 春秋冬夏啊:
  就是这个意思，不生产出来，他也只是一张订单，据我所知，积累的订单量很大，导致现在订车等时间都很久。所以产能要提高，不太好订单没法转换成实际的交付
欣风
2020-11-02
欣风
供应链方面也有进展了，预计11月产量6000，有望12月突破7000月产
- 欣风:
  产能解决需要时间，目前来看有好转了
- 春秋冬夏啊:
  订单我不是很担心，只是担心他产能，能不能保持持续增长。还有换电站听说建立速度也加快了，加快部署，期待明年换电市场，总感觉baas被小看了，这个东西应该还会演变出来更牛逼的方案
- 春秋冬夏啊:
  [财迷] [财迷] [财迷] [财迷]
春韭绿油油
2020-11-02
春韭绿油油
双班了。11月销量破6000不是问题

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