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- XMSXMS
  ·2023-12-21
  $蔚来(NIO.US)$ 最近重申非常看好高端电车的细分市场。同时又在准备新品牌进入自己也不怎么看好的中低端市场[尴尬]。1.3万销量，就搞了9个车型。还要出个新品牌。手机之类的纯属烧钱的就不说了。这样搞下去扭亏无望啊。
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- XMSXMS
  ·2023-12-07
  要扭亏至少要5万辆的月销售量。在遥遥领先的新进入，以及上汽智己的再次崛起下，明年销量能有20%增长就不错了。今年30%销量增长只是因为去年封控基数低，又有新车型。明年增值税补贴减少，又有一线城市大概率牌照不送了。个别月销量同比下滑，都不是不可能的。另外，800V冲击，使得换电模式愈发鸡肋。重资产的投入，也不一定抵得上10分钟的快补。融到更多钱，只是意味着在破产前可能浪费更多资源。想来想去，找不到一个能好转得因素。不过大多数公司陪跑，才是汽车行业历史的写照，也是未来的必由之路。
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