这波理想毛利下滑，蔚_老虎社区_美港股上老虎 - 老虎社区

这波理想毛利下滑，蔚来营收及毛利提升，拐点已到。是形成新的趋势还是单季度的短暂胜利？拭目以待

@yp_1595：$蔚来-SW(09866)$ 蔚来的产品力+换电模式绝对是走得通的。至于股价，短期因为新能源市场仍处于发展中期，市场对纯电（或者说现今补能体系的成熟度）的认知仍不足，这才是理想和问界等增程车能大卖的原因（增程=用比燃油车更高的油耗开一辆电动智能车），加上公司持续亏损，对于蔚来模式可持续性的担忧。但是未来，增程用户逐渐过渡到纯电，蔚来三品牌战略覆盖高中低端市场+换电（更便捷的补能体系）+高用户粘性，绝对可以坐稳纯电车企的龙头地位。至于市场其他的竞争对手，理想个人认为只是风光一时，小鹏产品力太差，byd 低端王者，小米还是老问题，喜欢模仿高端设计语言并卖低价，这使得品牌缺乏个性和护城河，唯一能做智能车届的苹果的，只有蔚来。

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