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kkltycm
2022-11-05
$蔚来(NIO)$
内部资讯.
kkltycm
2022-09-12
$蔚来(NIO)$
翻悬崖之-人没事
kkltycm
2022-09-09
对赌协议已经在电视上回应过了[笑哭]
抱歉，原内容已删除
kkltycm
2022-08-26
$蔚来(NIO)$
慢慢会起来的
kkltycm
2022-01-31
$蔚来(NIO)$
对于蔚来1块几的时候买车买股票过来人和你们说：淡定。[摊手]
kkltycm
2021-09-08
交付量和销售量都搞不清楚？还来炒股吗？[喷血]
@炒股十年还剩内裤:
$蔚来(NIO)$
难怪销量最烂还涨一波，原来为了拉高股价搞蒸发，真有你的
kkltycm
2021-07-15
$蔚来(NIO)$
我发现最近发帖的歪果仁越来越多了[得意]
kkltycm
2021-06-22
$蔚来(NIO)$
发张图走人😁
kkltycm
2021-04-15
$蔚来(NIO)$
19年最困难的时候都买了.现在不算什么😏
kkltycm
2020-09-30
$拼多多(PDD)$
这么给力...
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>19年最困难的时候都买了.现在不算什么😏","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>19年最困难的时候都买了.现在不算什么😏","text":"$蔚来(NIO)$19年最困难的时候都买了.现在不算什么😏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347293811","isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663982386,"gmtCreate":1662736061046,"gmtModify":1662736062184,"author":{"id":"3537437559544083","authorId":"3537437559544083","name":"kkltycm","avatar":"https://static.tigerbbs.com/72979e5f47d901fd52ca375ae71e4bd3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"对赌协议已经在电视上回应过了[笑哭] ","listText":"对赌协议已经在电视上回应过了[笑哭] ","text":"对赌协议已经在电视上回应过了[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663982386","repostId":"1191703224","repostType":2,"repost":{"id":"1191703224","pubTimestamp":1662711434,"share":"https://www.laohu8.com/m/news/1191703224?lang=&edition=full","pubTime":"2022-09-09 16:17","market":"hk","language":"zh","title":"亏了666亿，蔚来挣钱不易","url":"https://stock-news.laohu8.com/highlight/detail?id=1191703224","media":"亿欧汽车","summary":"自2016年到2022年上半年，蔚来归属普通股股东的净亏损累计达约666亿元。同是车企同胞，比亚迪看到这个数字也会突感心塞。就在8月31日，专宠比亚迪14年的巴菲特突然减持其股票，令比亚迪市值一日缩水","content":"<html><head></head><body><p>自2016年到2022年上半年，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>归属普通股股东的净亏损累计达约666亿元。</p><p>同是车企同胞，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>看到这个数字也会突感心塞。就在8月31日，专宠比亚迪14年的巴菲特突然减持其股票，令比亚迪市值一日缩水近666亿元。</p><p>与股市的风云变幻不同，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>这666亿元并非付诸东流，而是实打实地花在了造车事业上，也带动了中国造车的热情，激励了一众造车新势力们。</p><p>但长期亏损不能为继，蔚来还是要自力更生，回馈股东。</p><p>可赚钱对蔚来太难了。</p><p><img src=\"https://static.tigerbbs.com/f0192ecdc79ff31854d61d773f828d6b\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p><i><b>01</b></i><b> 压不住的成本</b></p><p>9月7日，蔚来发布2022年二季度财报，数据显示，蔚来二季度净利润亏损达27.6亿元。同比增长316.4%，环比增长50.4%。</p><p>蔚来透露，研发等费用的增加、车辆销售成本上升是其二季度亏损扩大的主要原因。其中，二季度研发支出同比增长133.9%，至21.5亿元。</p><p><img src=\"https://static.tigerbbs.com/01ebb5b07366c5a355aff755b53384e6\" tg-width=\"1080\" tg-height=\"670\" referrerpolicy=\"no-referrer\"/></p><p>第二季度，蔚来在一般及行政费用方面的支出，同比增长52.4%至22.8亿元。对此，蔚来方面称，系人员成本和销售服务网络扩展成本增加，以及包括ES7在内的新车型市场推广费用增加所致。</p><p>同期，蔚来销售成本达89.5亿元，同比增长30.2%。其中车辆销售成本为79.8亿元，同比增长26.5%。这也直接导致蔚来二季度车辆毛利率同比下滑3.6%至16.7%。</p><p>车辆销售成本的增加主要源自原材料成本上升。</p><p>碳酸锂为代表的电池原材料价格高企，蔚来也吃不消来自供应链的压力，让包括其在内的众多新能源车企纷纷宣布涨价。</p><p>NT2.0平台被蔚来视为提升毛利率的关键。</p><p>6月15日，蔚来ES7正式发布，新车是基于NT2.0平台打造，定位大中型5座SUV，售价区间46.8万-54.8万。</p><p>为了推广ET7、ES7等新车型，蔚来不得不投入更多的市场营销费用。这是蔚来车型换代与产品矩阵战略带来的阵痛。</p><p>在2021年三季度的财报电话会上，李斌表示，蔚来长期车辆毛利率目标是25%，但前提是NT2.0平台车型的年产量要达到30万辆。</p><p><i><b>02</b></i><b> 营收首破百亿</b></p><p>亏损虽有扩大，但蔚来的营收也在增长。</p><p>蔚来2022年第二季度实现营收102.9亿元，同比增长21.8%，单季度收入首次突破百亿大关，其中车辆销售收入为95.7亿元，同比增长20.1%，占总收入的93%。</p><p>同期，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>营收分别为89.96亿元和74.36亿元，在营收上均不敌蔚来。</p><p><img src=\"https://static.tigerbbs.com/0dd6f6e6d42afed16f1e7ee8fdf0fc4b\" tg-width=\"1080\" tg-height=\"645\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在二季度销量中，蔚小理各自交付了2.5万辆、3.4万辆、2.9万辆，其中小鹏汽车连续四个季度位居造车新势力销冠，营业收入却在三家排名垫底。</p><p>销量垫底的蔚来却在营业收入上杀了一个回马枪。</p><p>这主要是因为今年5月，蔚来连续两次上调汽车售价，加之售价45.8万起的ET7车型销量有所增加，为蔚来带来了营收增长。</p><p>从今年3月开始交付的ET7，是蔚来的首款轿车。其二季度共交付6749辆，超过ES8的3681辆、EC6的4714辆，仅次于ES6的9913辆，扛起了蔚来的销量大旗。</p><p>除汽车销售业务外，蔚来的汽车金融业务、能量套餐销售等衍生业务在二季度同比增长34.6%，至7.2亿元。</p><p>蔚来基于NT2.0平台打造的三款新车型ET7、ET5、ES7，将在下半年全部进入量产交付阶段。</p><p>这三款新车对蔚来而言，无疑承载着其扭转销量下滑趋势、增加盈利、抢占市场的期望，虽取得了一定的成效，但蔚来能否止损，仍是棘手难题。</p><p><i><b>03</b></i><b> 打败宝马3系？</b></p><p>2022年，蔚来的全年销量目标在15万辆以上。</p><p>今年上半年，蔚来的总交付量为50827辆，渡过了二季度的疫情危机，蔚来的销售量缓步爬升。</p><p>8月，蔚来以10677辆的交付量成功打败小鹏和理想，重获“蔚小理”三家销量之首的位置，只是现在造车新势力的市场格局已然发生变化，零跑、哪吒异军突起，主打高端的蔚来，在销量上略显弱势。</p><p><img src=\"https://static.tigerbbs.com/c1d167b0b3adcc80ee7d92b2b134ca76\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>在财报中，蔚来对三季度的交付量给出了指引，预计交付31000辆至33000辆。</p><p>蔚来7月、8月累计销量达20729辆，按照现在的销量趋势，其实现3季度销量目标，并非难事。</p><p>但在第四季度，蔚来将面临极大的交付压力，2022年还剩的4个月内，蔚来要交付78444辆新车。</p><p>“预计四季度的每个月都将会打破公司的交付记录，但这也意味着第四季度公司和供应链的交付压力非常大。”李斌说道。</p><p>对于实现下半年的销量目标，李斌对ET5寄予厚望。</p><p>他认为基于NT2.0打造的ET5将成为中型高端轿车市场最受欢迎的车型之一。ET5将于9月9日锁单，并于9月底开启交付。按照李斌给出的预测，ET5在12月份的单月交付量将破万辆。</p><p>ET7、ET5等新车型对蔚来产能提出了新要求。有用户称，ET7订车后交付要等待7个月左右时间。</p><p>ET5将在蔚来第二工厂——新桥工厂投产。李斌称，该厂的全部产能都将用来生产ET5这一款车型。这足以证明蔚来对ET5的重视。</p><p>蔚来2022年汽车销售毛利率目标是18%-20%，能否完成这个目标取决于三款新车型，特别是ET5的表现。</p><p>作为蔚来迄今为止价格最低的车型，ET5目标就是冲量，扛起销量大旗。在成都车展上，蔚来总裁秦力洪放言，一年之内，ET5的销量将超过宝马3系。</p><p>今年蔚来三款新车的接力赛，将在四季度收官。ET5能否像李斌、秦力洪所述的那样，将蔚来销量带到一个新的高度，尚未可知，但其已显露蔚来对市场的进一步下探。</p><p>蔚来对产品结构的调整，是现实需求下的紧要之举。</p><p>高价格的车型意味着更少的用户群体，特别是当前高端新能源市场，竞争逐渐激烈，比亚迪等新能源头部车企，在高端市场上也开始了布局。</p><p>ET5相比于蔚来此前产品，价格有所降低，蔚来真正进军大众市场的车型还在路上。</p><p>对于此前传闻已久的“大众化品牌”，李斌在电话会上表示，新品牌将采用NT3技术，与NT3产品一同走向市场。</p><p><i><b>04</b></i><b> 奔向大众市场</b></p><p>早在2021年蔚来第二季度财报电话会上，李斌就表示，蔚来进入大众市场的相关准备工作已经提速，目前已建立了核心团队。</p><p>今年7月，蔚来被曝将推出独立于蔚来的子品牌，内部代号为阿尔卑斯（ALPS），定价区间是20万元到30万元之间，预计2024年量产。</p><p>蔚来一贯标榜的高端化和用户服务，正在反噬着蔚来。</p><p>高端车型没有足够的用户群体，不便冲量，对现在蔚来盈利能力的提升，难以起到决定性的作用。蔚来推出新车型，冲向大众化市场是其改善盈利能力的必要之举。</p><p>蔚来强推用户服务吸引足够多目光的同时，也将蔚来服务的每一个缺漏之处不断放大。</p><p>各家车企都在将用户服务提上日程，各类车企直营店、体验店逐渐普及，用户共创已不是新鲜词汇。为抢占市场，其他车企的各项优惠福利层出不穷，逐渐拉近与蔚来服务的差距。</p><p>蔚来的服务为其博得了一个“汽车行业<a href=\"https://laohu8.com/S/06862\">海底捞</a>”的名声，而要维持蔚来营销、补能等服务体系，都将消耗其大量的资金。</p><p>诸如BaaS换电模式是蔚来区别于其他车企的王牌武器之一，但也让蔚来背负了过重的商业模式， “换电模式”需要巨大运营费用。如果用户规模达不到一定量级，换电站就无法盈利。</p><p>很明显的一点是，蔚来提供的免费换电权益最初为终身不限次数免费换电，已调整为保留家庭充电桩的用户终身每月4次免费换电，放弃家用充电桩的用户终身每月6次换电。</p><p>现在悬在蔚来头上是营收及盈利提升的压力。</p><p>要知道，2019年合肥在注入资金的同时，与蔚来签下了对赌协议。</p><p>协议要求蔚来2024年营收1200亿元并上市6-8款车型，2020年至2025年总营收达到4200亿元，总税收78亿元，2025年前在科创板上市。</p><p>与2019年的状况大不相同，现在蔚来资金充足，却也面临着更为激烈市场竞争。</p><p>此时的蔚来，除新车型、新品牌的建设，也在尝试不同的道路。</p><p>产品出海就是蔚来的一项重要规划。</p><p>2022年，蔚来产品与全体系服务将在德国、荷兰、瑞典、丹麦等国家正式落地。8月22日，蔚来首款<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动旗舰轿车ET7发运欧洲，蔚来在匈牙利佩斯州投资建设的蔚来能源欧洲工厂将于9月投入运营。</p><p>一通组合拳下，蔚来正在拼尽全力打开一片新天地。</p></body></html>","source":"lsy1582080587274","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>亏了666亿，蔚来挣钱不易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n亏了666亿，蔚来挣钱不易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 16:17 北京时间 <a href=https://mp.weixin.qq.com/s/DGaNAc2arZk_450AomNLlw><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自2016年到2022年上半年，蔚来归属普通股股东的净亏损累计达约666亿元。同是车企同胞，比亚迪看到这个数字也会突感心塞。就在8月31日，专宠比亚迪14年的巴菲特突然减持其股票，令比亚迪市值一日缩水近666亿元。与股市的风云变幻不同，蔚来这666亿元并非付诸东流，而是实打实地花在了造车事业上，也带动了中国造车的热情，激励了一众造车新势力们。但长期亏损不能为继，蔚来还是要自力更生，回馈股东。可赚钱...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DGaNAc2arZk_450AomNLlw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"BK4526":"热门中概股","NIO.SI":"蔚来","BK1119":"汽车制造商","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4504":"桥水持仓","09866":"蔚来-SW","BK1588":"回港中概股","BK4574":"无人驾驶","BK4531":"中概回港概念","BK4548":"巴美列捷福持仓","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车"},"source_url":"https://mp.weixin.qq.com/s/DGaNAc2arZk_450AomNLlw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191703224","content_text":"自2016年到2022年上半年，蔚来归属普通股股东的净亏损累计达约666亿元。同是车企同胞，比亚迪看到这个数字也会突感心塞。就在8月31日，专宠比亚迪14年的巴菲特突然减持其股票，令比亚迪市值一日缩水近666亿元。与股市的风云变幻不同，蔚来这666亿元并非付诸东流，而是实打实地花在了造车事业上，也带动了中国造车的热情，激励了一众造车新势力们。但长期亏损不能为继，蔚来还是要自力更生，回馈股东。可赚钱对蔚来太难了。01 压不住的成本9月7日，蔚来发布2022年二季度财报，数据显示，蔚来二季度净利润亏损达27.6亿元。同比增长316.4%，环比增长50.4%。蔚来透露，研发等费用的增加、车辆销售成本上升是其二季度亏损扩大的主要原因。其中，二季度研发支出同比增长133.9%，至21.5亿元。第二季度，蔚来在一般及行政费用方面的支出，同比增长52.4%至22.8亿元。对此，蔚来方面称，系人员成本和销售服务网络扩展成本增加，以及包括ES7在内的新车型市场推广费用增加所致。同期，蔚来销售成本达89.5亿元，同比增长30.2%。其中车辆销售成本为79.8亿元，同比增长26.5%。这也直接导致蔚来二季度车辆毛利率同比下滑3.6%至16.7%。车辆销售成本的增加主要源自原材料成本上升。碳酸锂为代表的电池原材料价格高企，蔚来也吃不消来自供应链的压力，让包括其在内的众多新能源车企纷纷宣布涨价。NT2.0平台被蔚来视为提升毛利率的关键。6月15日，蔚来ES7正式发布，新车是基于NT2.0平台打造，定位大中型5座SUV，售价区间46.8万-54.8万。为了推广ET7、ES7等新车型，蔚来不得不投入更多的市场营销费用。这是蔚来车型换代与产品矩阵战略带来的阵痛。在2021年三季度的财报电话会上，李斌表示，蔚来长期车辆毛利率目标是25%，但前提是NT2.0平台车型的年产量要达到30万辆。02 营收首破百亿亏损虽有扩大，但蔚来的营收也在增长。蔚来2022年第二季度实现营收102.9亿元，同比增长21.8%，单季度收入首次突破百亿大关，其中车辆销售收入为95.7亿元，同比增长20.1%，占总收入的93%。同期，理想汽车和小鹏汽车营收分别为89.96亿元和74.36亿元，在营收上均不敌蔚来。在二季度销量中，蔚小理各自交付了2.5万辆、3.4万辆、2.9万辆，其中小鹏汽车连续四个季度位居造车新势力销冠，营业收入却在三家排名垫底。销量垫底的蔚来却在营业收入上杀了一个回马枪。这主要是因为今年5月，蔚来连续两次上调汽车售价，加之售价45.8万起的ET7车型销量有所增加，为蔚来带来了营收增长。从今年3月开始交付的ET7，是蔚来的首款轿车。其二季度共交付6749辆，超过ES8的3681辆、EC6的4714辆，仅次于ES6的9913辆，扛起了蔚来的销量大旗。除汽车销售业务外，蔚来的汽车金融业务、能量套餐销售等衍生业务在二季度同比增长34.6%，至7.2亿元。蔚来基于NT2.0平台打造的三款新车型ET7、ET5、ES7，将在下半年全部进入量产交付阶段。这三款新车对蔚来而言，无疑承载着其扭转销量下滑趋势、增加盈利、抢占市场的期望，虽取得了一定的成效，但蔚来能否止损，仍是棘手难题。03 打败宝马3系？2022年，蔚来的全年销量目标在15万辆以上。今年上半年，蔚来的总交付量为50827辆，渡过了二季度的疫情危机，蔚来的销售量缓步爬升。8月，蔚来以10677辆的交付量成功打败小鹏和理想，重获“蔚小理”三家销量之首的位置，只是现在造车新势力的市场格局已然发生变化，零跑、哪吒异军突起，主打高端的蔚来，在销量上略显弱势。在财报中，蔚来对三季度的交付量给出了指引，预计交付31000辆至33000辆。蔚来7月、8月累计销量达20729辆，按照现在的销量趋势，其实现3季度销量目标，并非难事。但在第四季度，蔚来将面临极大的交付压力，2022年还剩的4个月内，蔚来要交付78444辆新车。“预计四季度的每个月都将会打破公司的交付记录，但这也意味着第四季度公司和供应链的交付压力非常大。”李斌说道。对于实现下半年的销量目标，李斌对ET5寄予厚望。他认为基于NT2.0打造的ET5将成为中型高端轿车市场最受欢迎的车型之一。ET5将于9月9日锁单，并于9月底开启交付。按照李斌给出的预测，ET5在12月份的单月交付量将破万辆。ET7、ET5等新车型对蔚来产能提出了新要求。有用户称，ET7订车后交付要等待7个月左右时间。ET5将在蔚来第二工厂——新桥工厂投产。李斌称，该厂的全部产能都将用来生产ET5这一款车型。这足以证明蔚来对ET5的重视。蔚来2022年汽车销售毛利率目标是18%-20%，能否完成这个目标取决于三款新车型，特别是ET5的表现。作为蔚来迄今为止价格最低的车型，ET5目标就是冲量，扛起销量大旗。在成都车展上，蔚来总裁秦力洪放言，一年之内，ET5的销量将超过宝马3系。今年蔚来三款新车的接力赛，将在四季度收官。ET5能否像李斌、秦力洪所述的那样，将蔚来销量带到一个新的高度，尚未可知，但其已显露蔚来对市场的进一步下探。蔚来对产品结构的调整，是现实需求下的紧要之举。高价格的车型意味着更少的用户群体，特别是当前高端新能源市场，竞争逐渐激烈，比亚迪等新能源头部车企，在高端市场上也开始了布局。ET5相比于蔚来此前产品，价格有所降低，蔚来真正进军大众市场的车型还在路上。对于此前传闻已久的“大众化品牌”，李斌在电话会上表示，新品牌将采用NT3技术，与NT3产品一同走向市场。04 奔向大众市场早在2021年蔚来第二季度财报电话会上，李斌就表示，蔚来进入大众市场的相关准备工作已经提速，目前已建立了核心团队。今年7月，蔚来被曝将推出独立于蔚来的子品牌，内部代号为阿尔卑斯（ALPS），定价区间是20万元到30万元之间，预计2024年量产。蔚来一贯标榜的高端化和用户服务，正在反噬着蔚来。高端车型没有足够的用户群体，不便冲量，对现在蔚来盈利能力的提升，难以起到决定性的作用。蔚来推出新车型，冲向大众化市场是其改善盈利能力的必要之举。蔚来强推用户服务吸引足够多目光的同时，也将蔚来服务的每一个缺漏之处不断放大。各家车企都在将用户服务提上日程，各类车企直营店、体验店逐渐普及，用户共创已不是新鲜词汇。为抢占市场，其他车企的各项优惠福利层出不穷，逐渐拉近与蔚来服务的差距。蔚来的服务为其博得了一个“汽车行业海底捞”的名声，而要维持蔚来营销、补能等服务体系，都将消耗其大量的资金。诸如BaaS换电模式是蔚来区别于其他车企的王牌武器之一，但也让蔚来背负了过重的商业模式， “换电模式”需要巨大运营费用。如果用户规模达不到一定量级，换电站就无法盈利。很明显的一点是，蔚来提供的免费换电权益最初为终身不限次数免费换电，已调整为保留家庭充电桩的用户终身每月4次免费换电，放弃家用充电桩的用户终身每月6次换电。现在悬在蔚来头上是营收及盈利提升的压力。要知道，2019年合肥在注入资金的同时，与蔚来签下了对赌协议。协议要求蔚来2024年营收1200亿元并上市6-8款车型，2020年至2025年总营收达到4200亿元，总税收78亿元，2025年前在科创板上市。与2019年的状况大不相同，现在蔚来资金充足，却也面临着更为激烈市场竞争。此时的蔚来，除新车型、新品牌的建设，也在尝试不同的道路。产品出海就是蔚来的一项重要规划。2022年，蔚来产品与全体系服务将在德国、荷兰、瑞典、丹麦等国家正式落地。8月22日，蔚来首款智能电动旗舰轿车ET7发运欧洲，蔚来在匈牙利佩斯州投资建设的蔚来能源欧洲工厂将于9月投入运营。一通组合拳下，蔚来正在拼尽全力打开一片新天地。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660895962,"gmtCreate":1661515105259,"gmtModify":1661515201292,"author":{"id":"3537437559544083","authorId":"3537437559544083","name":"kkltycm","avatar":"https://static.tigerbbs.com/72979e5f47d901fd52ca375ae71e4bd3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>慢慢会起来的","listText":"<a 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