@时代资本：
$蔚來(NIO)$7月蔚來的環比-2%，相比於其他幾家新勢力比較扎眼，我是這麼理解的： 1）產能上，蔚來目前40JPH單班，在供應鏈不存在瓶頸的情況下，製造端單月極限可以做到1萬臺以上。 2）車型上，理想ONE在5月進行中期改款後，銷量一路飆升，而蔚來三款車型均維持之前的配置和外形，因此整體銷量比較穩定，消費者其實還是比較吃改型的。 3）蔚來ET7即將在22Q1交付，部分消費者選擇觀望來應對。 綜上，蔚來7月整體銷量還是保持比較平穩的，畢竟現在是淡季，而且環比也僅僅下滑2%，因此不用刻意去解讀爲賣得不好，只是競爭對手們都賣得太好了！
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