被宁德时代的电池供应_老虎社区_美港股上老虎

被宁德时代的电池供应给卡脖子了，产能上不来，交付也跟不上。宁德还惦记着换电这块，蔚来只能自己融资建电池供应链。长期来看，这对蔚来是好事，就这么回事。 $蔚来(NIO)$ $蔚来-SW(09866)$

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Edwardlo25
·09-11 22:09
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换电这商业模式注定失败，还搞电池厂？是嫌死得不够快吗？
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- 重生之我是鲍威尔:
  有的人就喜欢换电
  09-12 21:25
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我不是周关羽
·09-11 21:37
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据说蔚来自己做电池厂，还提供给迈凯伦用
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- 重生之我是鲍威尔:
  真的假的，还有这事
  09-12 21:25
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