A Sea of Red.....👏👏👏😭
$富途控股(FUTU.US$ 又发生什么事了? 只有你跟Nio红。
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拜登政府领导下的美国市场发生了什么?除了向下什么都没有...
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$AMC院线(AMC.US$ 没希望了
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$大华银行(U11.SG$ 为什么突然掉了?
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$BioNTech(BNTX.US$ 为什么好消息也会像地狱一样落下...
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$滴滴(已退市)(DIDI.US$ 新加坡也是如此,我们的政府张开双臂欢迎这些中国公司。然后在吸了我们的钱之后一个接一个地开始退市...
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kbalan2810
赞了
$蔚来(NIO.US$ The question about NIO has been how they make money.
1] Batteries are a significant expense for BEVs. Until batteries cost considerably less per KWH the cost of the batteries almost overcomes the simplicity of Bevs when compared to ICEs. NIOs battery swap strategy is great for consumers but it forces NIO to make more than a single battery for every car sold (the battery in the car (1) plus all the batteries in the swap stations divided by the number of cars on the road) = number of batteries per car -- at least 1.2. Possibly as much as 1.6 or 1.7.
Last I heard NIO was still outsourcing manufacturing so they cannot take advantage of economies of scale. Also they cannot insure super efficient automated factories like Tesla has built. So, even aside from the batteries the manufacturing cost will be more than Tesla. Note that they are relying on a government owned and run manufacturing company to make the cars. Unless that company charges below cost there is pretty much no chance that the cars won't cost more to manufacture, possibly a lot more than Teslas.
At the present the Chinese government (I suspect) is highly subsidizing NIO. But that can't last forever. Remember how long $特斯拉(TSLA.US$ took (eight years at least from release of the Model S) to become truly profitable. I don't see an easy path to profitability for NIO, as they have to keep selling costs in line with the far more efficient Tesla.
1] Batteries are a significant expense for BEVs. Until batteries cost considerably less per KWH the cost of the batteries almost overcomes the simplicity of Bevs when compared to ICEs. NIOs battery swap strategy is great for consumers but it forces NIO to make more than a single battery for every car sold (the battery in the car (1) plus all the batteries in the swap stations divided by the number of cars on the road) = number of batteries per car -- at least 1.2. Possibly as much as 1.6 or 1.7.
Last I heard NIO was still outsourcing manufacturing so they cannot take advantage of economies of scale. Also they cannot insure super efficient automated factories like Tesla has built. So, even aside from the batteries the manufacturing cost will be more than Tesla. Note that they are relying on a government owned and run manufacturing company to make the cars. Unless that company charges below cost there is pretty much no chance that the cars won't cost more to manufacture, possibly a lot more than Teslas.
At the present the Chinese government (I suspect) is highly subsidizing NIO. But that can't last forever. Remember how long $特斯拉(TSLA.US$ took (eight years at least from release of the Model S) to become truly profitable. I don't see an easy path to profitability for NIO, as they have to keep selling costs in line with the far more efficient Tesla.
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