朱玉龙-YL
2024.05.03 03:29

我觉得同样的问题,也落在斌哥这里。所以我们能看到对于 NIO Power 来说:

超级充电网络:这个是可以开放的,本来这块不是蔚来的体验核心

NIO 的换电网络:这个涉及 NIO 产品的差异化,后续不管是第二品牌乐道还是第三方合作,都得玩出来第二套换电网络,否则 NIO 的车主不干啊

蔚来现在能维持纯电的差异化,基本和换电这套基础设施有关系。这点砸钱砸到一定程度以后,斌哥一定的战略目标实现了。当然可能投入产出比低了一些,但是现在买蔚来的,除了好看,换电网络一定占了 20% 以上的理由

来源: 朱玉龙-YL

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