$蔚来汽车(NIO)_老虎社区_美港股上老虎 - 老虎社区

$蔚来汽车(NIO)$ 一个季度28亿的烧，交付越多亏得越多，账面90亿的现金，看你能撑到几季度。上海市中心最豪华最贵的地方都是你的服务站，即使进口豪车的4S店也只是在郊外。预付账款这么增加，供应商也不信你了吧。看蔚来的大庄，怎么死的。

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

哈哈哈谷物
2018-11-10
哈哈哈谷物
又不是因为交付多才亏钱。。是造厂用的钱，都可以capitalize的阿
- 梦想天空:
  你去看江淮的报表，造厂的钱几十亿都是江淮出的。如果算资本化，蔚来亏得更惨。
谜之爱心茶桶
2018-11-10
谜之爱心茶桶
账可不能这么算，现在亏损是因为还处于交车初期产量还差的远，而且ES8仍然不是走量的车型，真正走量的ES6在12月16才发布，明年上半年交车（生产线已经开始准备了，比ES8要快的多），而nio house和传统4S店不同，即使是北京上海这样的一线城市也只有2个，另外有的就是交付中心（一般安排在郊区，北京在亦庄），车辆服务几乎都是靠人力代办，到底成本是否超过传统4S店现在还不好说呢，毕竟一旦形成规模效应可就大不相同了，具体会怎么发展还是过半年再看结果吧。
三条平行线
2018-11-12
三条平行线
放心只要得到品牌认可，他肯定会搬到郊区，前期这些都是创业投资，前期算账，后期等的就是死的多慢而已，打开市场就是赢，打不开那就是死！我是车主，喜欢就买，不喜欢就来空，大胆的空！
RhRe
2018-11-09
RhRe
这个操盘很厉害了，公司怎么样不谈

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