蔚来董事长李斌：技术迭代太快，车辆不迭代就“老”了，供需很难把握

第一财经04-11

据证券时报，4月11日，智能电动汽车发展高层论坛（2026）举办，蔚来董事长李斌表示，汽车行业的“内卷”也有技术变化带来的压力。这十年体会下来，智能电动汽车行业迭代太快，以前的燃油车时代，投资周期很长，压力还好；进入智能电动汽车时代，芯片、电池技术迭代，整车必须要跟着迭代。如果不跟随技术迭代，车辆就“老”了。技术迭代太快，导致企业对供需平衡的把握非常难，甚至出现新车效应“死亡谷”，“花无百日红”，...

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