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- 2022瑞雪2022瑞雪
  ·2022-06-17
  这篇文章不错，转发给大家看
  造车新势力出手！蔚来又有重磅新车发布
  蔚来(9866.HK)产品序列6月15日迎来新成员。在6月15日举行的新品发布会上，蔚来发布了搭载了自研的第二代电驱系统NT2.0的新车型ES7，该车型为中大型五座SUV.市场预计，在整车行业面临成本...
  造车新势力出手！蔚来又有重磅新车发布
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EC6拥有更智能化的技术平台。资料显示，NT2.0平台是蔚来自研的第二代电驱系统，搭载了高通骁龙最新版的8155芯片，同时配备高精摄像头。相较NT1.0平台，NT2.0平台的车机结构取消了全铝车身的工艺，采用钢铝混合的工艺，同时升级了辅助驾驶和智能座舱的相关硬件。在发布会上，蔚来披露的搭载标准续航电池包(75kWh)车型续航为485公里，搭载长续航电池包(100kWh)续航为620公里，搭载超长续航电池包(150kWh)续航超850公里。蔚来公布补贴前的价格区间为46.8万元至52.6万元，其价格定位在ES8和ES6价格之间。在此前的财报电话会上，蔚来汽车CEO李斌曾对ES7定位作出诠释：ES7与现有车型之间不会蚕食互相的市场，我们对产品有不同的定位和定价策略。例如，ES8主要专注于六座和七座市场。而ES7定位为中大型五座SUV，价格比ES6高。值得注意的是，蔚来此次推新时间点颇为微妙。今年以来，全球车企一直面临着诸多不顺，国际局势导致原材料价格上涨、供应链紧张，国内疫情反弹，部分生产线在四五月陆续出现停产，新能源车产能也因此受到影响。今年一季度，蔚来盈利状况承压。一季报显示，其营收99.1亿元，同比增长24.2%。净亏损为17.8亿元，同比扩大295.3%。另外，其车辆毛利率为18.1%，持续下滑。2021年第一季度为21.2%、2021 年第四季度为20.9%。李斌在一季报电话会议曾表示，整个行业面临着电池材料和芯片成本的上涨，这影响整车毛利率。他坦言，二季度电池成本高于一季度，毛利压力仍是比较大。而且主要问题还存在于供应链端，芯片以及一些供应链的产能提升尚存在瓶颈。蔚来方面今年先后两次涨价，试图对冲成本上涨。4月10日，蔚来宣布对旗下产品价格进行调整，包括ES8、ES6、EC6各版本车型起售价上调1万元，该措施将从5月10日起正式生效。而在5月13日，蔚来又发布公告，ET7自5月23日起全系上涨1万元。不过李斌表示，目前蔚来仍在交付未调整价格的车辆，预计将从第三季度开始交付调整价格的车辆，也就是说，上述措施到第三季度才会改善公司毛利率状况。高毛利率产品有助改善毛利率另外，近来蔚来亦在通过产品结构上的变化来实现毛利率边际改善。除了此次推出的ES7，蔚来基于NT2.0平台打造的车型有ET7、ET5.3月28日，NT2.0平台首款量产车——蔚来ET7，已完成首批用户交付，ET7在一季度已经交付163辆；而在4月29日，ET5首批全工艺生产线试制车在位于合肥NeoPark的全新制造工厂下线，预计于9月开始交付。此次推出的ES7也计划于8月28日实现交付。李斌预计，基于NT2.0平台的车型毛利率更高，随着价格调整的车型和毛利率较高的产品交付，有助于改善蔚来车辆毛利率。包括国盛证券、海通国际在内的多家机构也认为，随着蔚来5月调价后订单在三、四季度交付，以及三季度开始基于更高毛利率新平台车型ET7、ES7、ET5销量占比将提升，其毛利率下滑的现状将会得到改善。除此之外，蔚来近年来大手笔投入研发，试图在上游降低成本。尤其是蔚来已经涉足动力电池相关的关键领域。据了解，目前蔚来拥有超过400人组成的电池相关团队，深入参与电池材料、电芯与整包设计、电池管理系统、制造工艺等研发工作，全面建立与增强电池体系化研发和工业化能力。而蔚来总体方向希望在2024年下一代的车上配备全新的800V高压平台快充电池包。市场预计，蔚来对核心技术的研发投入，不仅能够增强技术和产品的持续竞争力，长期来看也能提升毛利率水平和盈利能力。数据显示，蔚来一季度研发费用达17.62亿元，去年该数据为6.87亿元，同比增长156.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}