$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

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$蔚来(NIO)$ 宁德时代亲自下场做换电，蔚来的护城河一步一步的被蚕食，蔚来危矣

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精彩评论

只买信仰股
07-16
只买信仰股
你还是不够了解他们是战略合作。宁德做中低端蔚来做高端 2网并行培育换电市场
- 顺峰揽胜回复董事局主席:
  在哪个城市？可以观察一下长三角地区和珠三角地区蔚来随处可见。不可否认蔚来想把其他车企拉进换电的策略失败了，但就目前的趋势而言仅靠蔚来自家用户足以使换电站盈利。
- PJPJPJJJ回复董事局主席:
  你这个脑回路，雷克萨斯是丰田的、保时捷是大众的、劳斯莱斯是宝马的，为什么乐道和萤火虫就不能是蔚来的？再说你就只知道个宁德时代，你知道宁德的巧克力换电蔚来也是有合作的吗？听说过奥动新能源吗？武汉蔚能是蔚来和谁合资的？半壶水响叮当！
- 董事局主席:
  背负千亿亏损与重资产换电，每一步都走在生死边缘。他走高端就不会推乐道跟萤火虫了，高端这点体量根本支撑不了这么庞大的换电网络。巧克力换电跟蔚来换电即将进入全面竞争的时代
董事局主席
07-17
董事局主席
只有一线城市核心站点赚钱，全国换电网络整体还在亏损，会计师把换电和售后、商城等所有服务打包算总账，这部分业务整体是盈利的。问题是这个建立在销量持续增长的前提下，乐道萤火虫再补齐短板，这远远不够的，现在需要打通友商车企共同做大换电蛋糕。宁王下场做换电，以后服务费这块只会越来越低的
frank01
07-17
frank01
看看你的帖子，蔚来是挖你祖坟了还是咋滴，从开始就一直黑，黑了这么多年
frank01
07-17
frank01
别人不做你说完蛋，别人做了你也说完蛋，请问在你眼里到底什么不完蛋
永长红
07-17
永长红
宁王下场换电是可行的，证明利润可观，护城河更加稳固。
股神轩
07-17
股神轩
五代站兼容宁德换电他可能都不知道吧，张口来

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