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蔚來(09866.HK):子品牌首款產品將於第三季上市
蔚來(09866.HK)(NIO.US)創始人、董事長李斌在2023年第四季度及全年業績電話會上提到,蔚來第二品牌的首款產品將在今年第三季度推出上市,並從今年第四季度開始大規模交付。該車型的實驗版本已經在去年第四季度出廠,公司對該版本的條件感到非常滿意。 李斌指出,新品牌將對標於特斯拉(TSLA.US)的Model Y,但售價及成本會相對分別低20%及10%,強調現有蔚來品牌所追求的是毛利,不會通過減價戰以價換量,第二品牌則會以銷量為優先。他重申,集團對明年汽車毛利率提高到15%至18%,長期目標提升至超過20%目標不變。 李斌表示,新品牌的銷售和服務網絡,可以利用現有的服務資源。在電源交換網絡方面有一個專用網絡和公共網絡,類似於雲基礎設施和專用網絡的雲服務,基本上是新品牌指定和獨家的換電站和設施。此外,蔚來還有一個公共網絡,將在那裡共享電力交換資源,目前已經與幾家公司協議,將加入更多的公共電力設施。
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