$蔚来-SW(098_老虎社区_美港股上老虎

2025-03-21

$蔚来-SW(09866)$ $蔚来(NIO)$ 有没有人算过，蔚来若 5 年扭转亏损需要年销量多少？达到上述销量又要增加多少换电站才能与现在的换电体验不打折？

蔚来16日股价重挫，消息面上，据彭博报道新加坡主权财富基金——新加坡政府投资公司（GIC）已在美国法院对蔚来及其高管提起诉讼，核心指控是：蔚来通过与其合作伙伴宁德时代等共同成立的武汉蔚能电池资产有限公司虚增收入和利润。GIC声称，蔚来隐瞒了对蔚能的实际控制，从而误导投资者，导致GIC遭受投资损失。【大家对此怎么看？蔚来这次多少价位能进？】

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

forcec
2025-03-21
forcec
很好算啊，蔚来的收入很单纯：卖车，按照未来均价25万一台，毛利率按照当前的13%，一台毛利3.25万，按照去年的亏损220亿，需要增加68万台销售。结合去年销量22万台，于是可知：在公司整体车型均价25万的钱前提下，维持当前开支，年销量90万台可扭亏。
- 买股票的打铁匠:
  研发和渠道费用还得跟着涨[捂脸]真要做到90万年销量，亏损可能比现在还大
鹿鼎公韦小宝
2025-03-21
鹿鼎公韦小宝
B站有个UP主分析过，好像要年销44w台才行
- forcec:
  乘以2

发表看法

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