蔚来将来扭亏为盈靠保价还是靠爆量?_老虎社区_美港股上老虎

蔚来将来扭亏为盈靠保价还是靠爆量?

新能源Bot
2024-08-02

靠蔚来乐道萤火虫爆量，同时大幅降本增效，使得三个品牌毛利润总和，大于260亿元即可 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$

蔚来2023年营业费用（含研发费用，销售费用，及管理办公运营等SGA费用）260亿元左右，要想扭亏为盈，需要260亿元的毛利润

因此蔚来要走向盈利，靠保价是靠不住的

例如最近这次权益退坡3000块钱，假设一个季度6万辆，也就1.8亿人民币

相对于260亿元（假设维持不变，实际上乐道等子品牌出来，营业成本会增加）的营业成本来说，小几亿的涨价收益，只能说，蚊子腿也是肉了。

因此蔚来走向盈利必须靠爆量，乐道爆量，萤火虫爆量，这样蔚来乐道萤火虫的毛利加起来，要大于260亿元

来源：微博电车财金蒋开石

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说你逗你还真逗00
·2024-08-03
须靠爆量，乐道爆量，萤火虫爆量，可是量又哪有那么好爆？
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- yashekuangre:
  真爆了量，供应链和服务又有可能跟不上。所以卖多卖少都是问题。
  2024-08-05
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海明威78
·2024-08-03
这K线看着是一点就会都没有
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低买高卖谁不会
·2024-08-02
[得意]蔚来走向盈利靠爆量是必须的
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梓坚
·2024-08-04
👍👍
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蔚来将来扭亏为盈靠保价还是靠爆量?

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