$蔚来(NIO)$ _老虎社区_美港股上老虎

押宝“换电”胜算有多大？

根据2022年数据，蔚来目前现存1323座换电站，平均每天换电次数46000次，算下来每座换电站日均换电次数仅35次，远未达到二代换电站每日312次的服务上限，此时进行三代换电站的升级无疑会进一步推高成本。即使按每座换电站200万的成本计算，蔚来也要投入20亿资金。在亏损日益扩大的当下，不得不让人担心蔚来

蔚来财报来袭！能否重燃“未来”？

9日美股盘前蔚来将发布财报，此前预计2023年第一季度营收将介于109.26亿至115.43亿元之间，同比增长约10.2%至16.5%。今年5月，蔚来交付 6155 辆新车，环比下降 7.6%，包括 2396 辆智能电动 SUV 和 3759 辆智能电动轿车。截至 2023 年 5 月 31 日，蔚来汽车累计交付量达 333,410 辆。你认为这份财报将如何影响蔚来股价走势？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

886nba
2023-06-06
886nba
你能想到的李斌会想不到？
- 明爸爸回复886nba:
  我是蔚来4年车主，蔚来APP我重来不看，我觉得蔚来没有盈利模式，很难长期维持，看空
- 美股探索者:
  你看看李斌设定的自相残杀的产品线，他的脑子未必那么好使
- 886nba回复近在咫尺:
  你去蔚来app说一下就懂了[微笑]
- 近在咫尺:
  蔚来迟早会被换电拖死，没人陪他玩。现在大哥变小弟了，理想的市值都是他的两倍多了

发表看法

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