停产、涨价，蔚来2022承压

华尔街见闻2022-04-10

经历过2019的生死劫，2022年的蔚来又遇到了一个大坎。上月还说不涨价的蔚来，终于也扛不住了。在公告停产后立刻又宣布提价。4月10日，蔚来官方app发布《产品价格调整说明》，称受全球原材料价格上涨影响，自5月10日起将对旗下产品价格进行适当调整。ES8、ES6及EC6各版本车型起售价上调1万元，ET7、ET5起售价不变；选择BaaS电池租用服务，长续航电池包（100kWh）租用服务费上涨200元...

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Comments

Soonsoon
2022-04-11
Soonsoon
[微笑]
chang168
2022-04-11
chang168
Up
神话者
2022-04-11
神话者
[微笑]
Youn7276
2022-04-11
Youn7276
OK
小小刀据大树
2022-04-10
小小刀据大树
👍🏻
Li Guixi
2022-04-10
Li Guixi
贊👍

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此次公司综合考虑了原材料成本上涨压力和用户接受度等多重因素，对价格进行温和调整，不会把成本完全分摊到用户身上。这意味着，蔚来并不想将上游成本压力完全传导，而是打算自行消化一部分。虽然蔚来没有给出2022年的销售计划，秦力洪也表示今年的交付量供应链说了算，产多少交多少。但遭遇疫情停产以及不得已的涨价，还是让蔚来的2022年压力倍增。销量之外是毛利。事实上，蔚来一直在规模和毛利之间做着艰难的平衡。财报显示，2021全年蔚来整车毛利率为20.1%，李斌在电话会上提出今年要维持“18-20％毛利率”，而今无论是销量还是成本，都让蔚来这个目标受到挑战。富途证券指出，今年锂价上涨会导致蔚来成本大幅提升，盈利能力大幅下降。华泰证券也表示，电池及原材料上涨会对蔚来利润率造成冲击。蔚来此前不想涨价，是希望刺激规模分摊成本，以抵消原材料和电池上涨带来的压力，维持较高的毛利率。现在看来，这个策略的可行性也受到了考验。是要销量，还是要高毛利率？这会是蔚来贯穿全年的选择题。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9014826040,"gmtCreate":1649641020120,"gmtModify":1676534542569,"author":{"id":"3586104114548426","authorId":"3586104114548426","name":"Soonsoon","avatar":"https://static.tigerbbs.com/1df389cc63fd9969b0cf7f3f8c4c5507","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586104114548426","authorIdStr":"3586104114548426"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014826040","repostId":2226350338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9014114912,"gmtCreate":1649632875543,"gmtModify":1676534539345,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4095222248421940","authorIdStr":"4095222248421940"},"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014114912","repostId":2226350338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014102583,"gmtCreate":1649630344482,"gmtModify":1676534538433,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014102583","repostId":2226350338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9014371307,"gmtCreate":1649628710023,"gmtModify":1676534538134,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014371307","repostId":2226350338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014330834,"gmtCreate":1649601605275,"gmtModify":1676534536248,"author":{"id":"3570397749118489","authorId":"3570397749118489","name":"小小刀据大树","avatar":"https://static.tigerbbs.com/e3d210e0b0e45afa91d7d3df150ed26d","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3570397749118489","authorIdStr":"3570397749118489"},"htmlText":"👍🏻&nbsp;","listText":"👍🏻&nbsp;","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014330834","repostId":2226350338,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9014977809,"gmtCreate":1649598136637,"gmtModify":1676534535818,"author":{"id":"3570833668911971","authorId":"3570833668911971","name":"Li 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