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蔚来(09866.HK):子品牌首款产品将于第三季上市
蔚来(09866.HK)(NIO.US)创始人、董事长李斌在2023年第四季度及全年业绩电话会上提到,蔚来第二品牌的首款产品将在今年第三季度推出上市,并从今年第四季度开始大规模交付。该车型的实验版本已经在去年第四季度出厂,公司对该版本的条件感到非常满意。 李斌指出,新品牌将对标于特斯拉(TSLA.US)的Model Y,但售价及成本会相对分别低20%及10%,强调现有蔚来品牌所追求的是毛利,不会通过减价战以价换量,第二品牌则会以销量为优先。他重申,集团对明年汽车毛利率提高到15%至18%,长期目标提升至超过20%目标不变。 李斌表示,新品牌的销售和服务网络,可以利用现有的服务资源。在电源交换网络方面有一个专用网络和公共网络,类似于云基础设施和专用网络的云服务,基本上是新品牌指定和独家的换电站和设施。此外,蔚来还有一个公共网络,将在那里共享电力交换资源,目前已经与几家公司协议,将加入更多的公共电力设施。
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