$蔚来(NIO)$说_老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$说蔚来代工不行什么的打多都是没有自己做过产品的，在目前来说代工是成本最低的一个模式，他如果现在重资产开一条生产线那蔚来可能就真的没有未来了，把钱花在刀刃上才是有用的（技术研发，营销，打造品牌知名度）虽然我也觉得现在估值虚高了，但是模式挺好，等有稳定销量在建厂在买厂不好吗

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

规来
2020-11-06
规来
完全同意，代工是很聪明的做法。蓝领的活交给江淮，况且江淮很用心❤
- 一泓:
  是的，我只是想纠正一下无脑营销号的乱洗脑
邝先生
2020-11-06
邝先生
只要有销量支撑，长久来看的话建厂才是最省的吧。
- 一泓回复邝先生:
  这个难讲，我觉得最好是买厂扩张
- 邝先生回复一泓:
  我估摸月订单稳定在一万就要建厂了。现在的产能5000是极限了吧。
- 一泓:
  而且建厂成本也高，没一定规模效应他不可能建厂
冰凉
2020-11-06
冰凉
有个最重要的问题，中国造车是需要资质的，理想买了黄海力帆惹一身骚，小鹏之前海马代工，后来才买了福迪的资质。
gaga1024
2020-11-06
gaga1024
产业链生态是以后发展的方向，有核心技术就行
一泓
2020-11-06
一泓
看产品的话只看那些能真正带来盈利的决策，越简单越清晰，自己也要随时保持思路清醒
一泓
2020-11-06
一泓
还有做好别的一些能够促达消费者的服务这才是产品的核心

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