蔚来CEO李斌：目前每月7500台产能也存在压力

老虎资讯综合2021-04-07

4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。

李斌表示：今年一季度毛利率预期和之前指引相比变化不大。

李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。

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Comment（13）

长河_967
·2021-04-07
造一萬臺車芯片也短缺？都不知道小米一月上千萬臺手機的芯片都是怎麼搞出來的？[捂臉]
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- 左右摇摆的韭菜:
  车要的芯片少，是芯片厂小客户。所以芯片厂被大客户要产能时，会先把小客户（汽车厂）往后挪。
  2021-04-07
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- 左右摇摆的韭菜:
  导致汽车芯片最早缺货。
  2021-04-07
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- 天剑狂族:
  一个车，需要好几十到上百个芯片。今年芯片车的是缺的最多一个
  2021-04-07
  Reply
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浪花一朵朵呢
·2021-04-07
哈哈
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Blackforest
·2021-04-07
試圖管理投資者期待，估計本來產能就有問題，正好推脫在芯片供應上
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婷婷012
·2021-04-07
?
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路者
·2021-04-07
期待小米造車
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1
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猛逃
·2021-04-07
還瞎白話呢[摳鼻]
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- 猛逃:
  人话不会说[疑问]
  2021-04-07
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- LawrenceCW:
  Bjkjkdnsknsnsnsn
  2021-04-07
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bank2020
·2021-04-07
故意製造稀缺假象吧，都2021年了還飢餓營銷，理想和小鵬爲啥不會？
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2
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- 小茗同学nba:
  扩张容易资金链断裂，之前就是扩张了才差点破产，李斌这次谨慎了，不懂别乱说
  2021-04-07
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- 熊猫不是猫89:
  因为那俩卖的少啊
  2021-04-07
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skychin
·2021-04-07
好棒！
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Fred_6810
·2021-04-07
哈哈哈，到了3季度，遺憾的宣佈，出貨黃金期已過。所以。。。你懂的
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- LawrenceCW:
  BznNNmamamanab
  2021-04-07
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GraceLiang
·2021-04-07
你應該買中芯國際臺積電專注高端製程面對汽車芯片這種中低端芯片最受益的應該是中芯
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1
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- 劳巴:
  为什么车规级芯片是低端芯片，高端芯片是超算芯片吗？
  2021-04-08
  Reply
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riitxu
·2021-04-07
翻譯一下：9月份之前預計交付都在7000-7500左右不會有增長之後不好說 8月份以後不差錢的不用再擔心蔚來的續航了換電站的鋪設也會在8月份以後加快進度
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3
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- 大夏天王赫连勃勃:
  翻译的还不够直接：蔚来股价可能在七月份启动新一轮上涨趋势，目标价格：120
  2021-04-07
  Reply
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求金
·2021-04-07
[暗中觀察]
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1
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进击的徐小伟
·2021-04-07
所以我買了$臺積電(TSM)$哈哈哈哈哈
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- Genekun:
  Nice buy
  2021-04-07
  Reply
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