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2023-11-16

不能再有道理 👌👍

专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？

2023-11-16

必须的必！

@蹦米:$蔚来-SW(09866)$ 加油

2023-11-07

$NIO Inc.(NIO)$ dang!!! 在高端EV band NIO 可以守住4K+ 每周的销量对标BBA等（XPENG，LI 等属于买不起豪车的大众穷人电车不配横向比较），NIO IS GETTING BIG,UNSTOPPABLE. 其它陪跑的品牌已经无法阻挡蔚来的爆发。Let's fucking goooooooooo 🔥

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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专注长期投入=放弃短期盈利？投资者对蔚来是否要保持更多耐心？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-16 19:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2023/11/16193038448102.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，关于蔚来经营的信息引发行业热议，主要涉及蔚来居高的投入，以及暂时的亏损。这些关于蔚来的争议，看似给人很强的压迫感，但其实，无论是蔚来用户还是投资者，更需透过现象看本质，厘清蔚来当下的亏损是“无底洞式的烧钱”，还是能实现核心技术积累的“战略性亏损”？在笔者看来，蔚来属于后者。五年超300亿元研发投入，只为更好的用户体验对于新能源汽车行业而言，研发高投入、产品强周期一直是这个赛道的生存逻辑。有...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2023/11/16193038448102.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://imgcloud.jrjimg.cn/2023/11/16/ec0645eb2ac93dc2711c2b0c9644c389.jpeg","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4534":"瑞士信贷持仓","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","NIO":"蔚来","BK4574":"无人驾驶","NIO.SI":"蔚来","LU0052750758.USD":"富兰克林中国基金A Acc","BK4505":"高瓴资本持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc 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其研发与生产机构广泛分布在上海、合肥、北京、南京、深圳、杭州、圣何塞、慕尼黑、牛津、柏林、布达佩斯以及新加坡等地，积累的授权专利数量超7600件，远超其他新势力公司。蔚来实际上是在坚持把钱花在刀刃上，绝非值得抨击的所谓“热点”。持续的研发投入，是蔚来在技术、产品和服务等方面持续健康发展的根源。从技术端来看，“蔚来技术全栈”包括了芯片和车载智能硬件、电池系统、电驱及高压系统、车辆工程、整车全域操作系统、全景互联、智能驾驶、智能座舱、智慧能源、智能制造、人工智能和全球数字运营等12项关键技术领域，满足了蔚来在智能、电动、汽车，产品、服务、社区，多品牌、多平台、多区域三个维度、九大要素的研发和运营需求。业内人士称，蔚来强大的技术壁垒也在不断强化着它的产品竞争力。但不可避免的是，选择全栈自研需要大量资金投入和人员引入，无疑会加大成本。面对行业趋势与长期发展，蔚来毫不犹豫地选择了坚持全栈自研，直面迎接市场化竞争。从整车制造来看，正是基于其将多项世界领先的全自动智能设备和高柔性生产制造工艺引入生产车间，蔚来可以在满足多达近360万种个性化配置组合的情况下，从用户下单到整车下线仅需14天，精准突破了传统大规模生产和个性化定制的矛盾局限，蔚来第二先进制造基地也被称作“新一代汽车智造的样板工厂”，有效提高了整车交付率与客户满意度。蔚来的效率与品质并非“不可兼得”。从品质认可度来看，今年7月，蔚来有两款车获得全球最权威安全测试机构之一Euro NCAP欧盟新车安全评鉴协会五星安全评级（2023新规）；今年10月，蔚来又有一款车获得该新规下的五星安全评级。这一权威鉴定也正式表明，蔚来的整车品质已属于世界一流水准。从补能服务体系来看，截至11月14日，蔚来已在全球布局2,112座换电站、3,397座充电站、19,813根充电桩，并接入第三方充电桩超过1,460,000根，已累计为用户提供超过3,200万次换电服务。便利的充换电设施，让蔚来用户享受到了“加电比加油更方便”的补能体验。从市场的反馈结果来看，蔚来在30万元以上的高端纯电动市场已经具备了引领优势。最新数据显示，今年以来，蔚来在30万以上高端纯电车市场市占率超40%；同时，在与老牌豪华车企的竞争中，蔚来增速同样遥遥领先，其今年前10个月的销量增速达到40.2%，远远甩开老牌豪华车企的增速。数据显示，排在第二至第四位的分别是奥迪、宝马、奔驰，增速分别为6.7%、3.6%、1.7%，这说明，蔚来正在以更快的增长速度，引领中国汽车品牌高端化的发展。正是在这种持之以恒的坚定投入下，蔚来一步步打造了先进、优质的产品、完善的基础设施服务、高端的底层技术全栈，真正践行了李斌口中提到的，“只要把你的产品做对、体验做好、服务做好，就会有支持你的用户，这个行业真正的竞争对手是自己。”为谋长远发展，蔚来始终保持更多耐心因此，在笔者看来，对于坚守长期主义的企业而言，短期的亏损其实并不足以过分渲染，我们需要透过表面的亏损，更多看到重视自研的企业背后的积累与成绩。试想一下，当初特斯拉在成立之后也一直亏了16年之久，在2017年净亏损更是超过22亿美元（超160亿元），而从2018年二季度开始，特斯拉亏损收窄，到2020年实现了全年盈利。如果市场对其没有更多的包容度和耐心，特斯拉何以成就如今的“凤凰涅槃”和全球地位。笔者相信，坚守研发投入，在技术、产品、制造、服务等方面持续下苦功夫，且坚持不打价格战的蔚来，最终能带来含金量更高的交付量，真正筑牢自身的价格体系与品牌口碑，在不久的未来打赢这场盈利翻身仗。\n\n关键词阅读：蔚来汽车 \n\n\r\n            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