• Mtundu wachiwiri wa NIO wawululidwa, kodi malonda adzakhala akulonjeza?
  • Mtundu wachiwiri wa NIO wawululidwa, kodi malonda adzakhala akulonjeza?

Mtundu wachiwiri wa NIO wawululidwa, kodi malonda adzakhala akulonjeza?

Mtundu wachiwiri wa NIO unawululidwa. Pa Marichi 14, Gasgoo adazindikira kuti dzina lachiwiri la NIO ndi Letao Automobile. Potengera zithunzi zomwe zangotulutsidwa kumene, dzina lachingerezi la Ledo Auto ndi ONVO, mawonekedwe a N ndi logo yamtundu, ndipo logo yakumbuyo ikuwonetsa kuti mtunduwo umatchedwa "Ledo L60".

Zikunenedwa kuti Li Bin, wapampando wa NIO, adafotokoza tanthauzo la "乐道" kwa gulu la ogwiritsa ntchito: chisangalalo chabanja, kusamalira m'nyumba, ndikulankhula za izi.

Zambiri pagulu zikuwonetsa kuti NIO idalembetsapo kale zidziwitso zatsopano zingapo kuphatikiza Ledao, Momentum, ndi Xiangxiang. Pakati pawo, tsiku la ntchito ya Letao ndi July 13, 2022, ndipo wopemphayo ndi NIO Automotive Technology (Anhui) Co., Ltd. Zogulitsa zikukwera?

Pamene nthawi ikuyandikira, tsatanetsatane wa mtundu watsopanowo akuwonekera pang'onopang'ono.

ndi (1)

Poyimba ndalama zaposachedwa, a Li Bin adati mtundu watsopano wa NIO pamsika wa ogula ambiri utulutsidwa kotala lachiwiri la chaka chino. Mtundu woyamba udzatulutsidwa m'gawo lachitatu ndipo kutumiza kwakukulu kudzayamba mu gawo lachinayi.

Li Bin adanenanso kuti galimoto yachiwiri pansi pa mtundu watsopano ndi SUV yomangidwa kwa mabanja akuluakulu. Yalowa pagawo lotsegulira nkhungu ndipo idzakhazikitsidwa pamsika mu 2025, pomwe galimoto yachitatu ikulitsidwanso.

Potengera mitundu yomwe ilipo, mtengo wamitundu yachiwiri ya NIO uyenera kukhala pakati pa 200,000 ndi 300,000 yuan.

Li Bin adati chitsanzochi chidzapikisana mwachindunji ndi Tesla Model Y, ndipo mtengo wake udzakhala pafupifupi 10% wotsika kuposa Tesla Model Y.

Kutengera mtengo wowongolera wa Tesla Model Y wapano wa 258,900-363,900 yuan, mtengo wamtunduwu wachepetsedwa ndi 10%, zomwe zikutanthauza kuti mtengo wake woyambira ukuyembekezeka kutsika mpaka pafupifupi 230,000 yuan. Mtengo woyambira wamtundu wamtengo wotsika kwambiri wa NIO, ET5, ndi 298,000 yuan, zomwe zikutanthauza kuti mitundu yapamwamba yamtundu watsopanoyo iyenera kukhala yosakwana 300,000 yuan.

Pofuna kusiyanitsa ndi malo apamwamba a mtundu wa NIO, mtundu watsopano udzakhazikitsa njira zodzikongoletsera zodziimira. Li Bin adanena kuti mtundu watsopanowu udzagwiritsa ntchito maukonde osiyana ogulitsa, koma ntchito yogulitsa pambuyo pake idzagwiritsa ntchito zina zomwe zilipo pambuyo pa malonda a mtundu wa NIO. "Cholinga cha kampaniyi mu 2024 ndikupanga malo ogulitsira osakwana 200 amitundu yatsopano."

Pankhani ya kusintha kwa mabatire, mitundu yatsopanoyi ithandiziranso ukadaulo wosinthira mabatire, womwe ndi umodzi mwamipikisano yayikulu ya NIO. NIO idati kampaniyo ikhala ndi ma network awiri osinthira magetsi, omwe ndi network yodzipatulira ya NIO komanso netiweki yogawana magetsi. Pakati pawo, mitundu yatsopano yamtunduwu idzagwiritsa ntchito maukonde ogawana mphamvu.

Malinga ndi makampaniwa, mitundu yatsopano yokhala ndi mitengo yotsika mtengo idzakhala chinsinsi choti Weilai angasinthe kutsika kwake chaka chino.

Pa Marichi 5, NIO idalengeza lipoti lake lazachuma la chaka chonse cha 2023. Ndalama zapachaka ndi zogulitsa zidawonjezeka chaka ndi chaka, ndipo zotayika zidakulirakulira.

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Ripoti lazachuma likuwonetsa kuti mchaka chonse cha 2023, NIO idapeza ndalama zokwana 55.62 biliyoni ya yuan, kuwonjezeka kwa chaka ndi 12.9%; kutayika kwa chaka chonse kudakulitsidwanso ndi 43.5% mpaka 20.72 biliyoni ya yuan.

Pakali pano, ponena za ndalama zosungiramo ndalama, chifukwa cha maulendo awiri a ndalama zoyendetsera ndalama zokwana $ 3.3 biliyoni ndi mabungwe ogulitsa ndalama zakunja mu theka lachiwiri la chaka chatha, ndalama zosungiramo ndalama za NIO zinakwera kufika pa 57.3 biliyoni yuan kumapeto kwa 2023. , Weilai akadali ndi zaka zitatu zachitetezo.

"Pamsika waukulu, NIO imakondedwa ndi ndalama zodziwika padziko lonse lapansi, zomwe zachulukitsa ndalama za NIO ndipo zili ndi ndalama zokwanira kukonzekera 'zomaliza' za 2025." NIO adati.

Ndalama za R&D ndizochuluka zomwe zatayika za NIO, ndipo zikukula chaka ndi chaka. Mu 2020 ndi 2021, ndalama za R&D za NIO zinali 2.5 biliyoni ndi 4.6 biliyoni motsatana, koma kukula kotsatira kudakula kwambiri, pomwe 10.8 biliyoni idayikidwa mu 2022 yuan, kuwonjezeka kwa chaka ndi chaka kupitilira 134%, ndi R&D Investment mu 202. ikwera ndi 23.9% kufika pa yuan biliyoni 13.43.

Komabe, pofuna kupititsa patsogolo mpikisano, NIO sidzachepetsabe ndalama zake. Li Bin adati, "M'tsogolomu, kampaniyo ipitiliza kusunga ndalama za R&D pafupifupi 3 biliyoni pa kotala."

Kwa makampani opanga magalimoto atsopano, R&D yapamwamba si chinthu cholakwika, koma kuchuluka kwa zotulutsa za NIO ndiye chifukwa chachikulu chomwe makampani amakayikira.

Deta imasonyeza kuti NIO idzapereka magalimoto a 160,000 mu 2023, kuwonjezeka kwa 30.7% kuchokera ku 2022. Mu January chaka chino, NIO inapereka magalimoto a 10,100 ndi magalimoto 8,132 mu February. Voliyumu yogulitsa ikadali vuto la NIO. Ngakhale njira zosiyanasiyana zotsatsira zidakhazikitsidwa chaka chatha kuti ziwonjezere kuchuluka kwa kutumiza munthawi yochepa, kuchokera pamalingaliro azaka zonse, NIO idalepherabe kukwaniritsa cholinga chake chogulitsa pachaka.

Poyerekeza, ndalama za R&D za Ideal mu 2023 zidzakhala yuan 1.059 miliyoni, phindu lidzakhala 11.8 biliyoni, ndipo zogulitsa pachaka zidzakhala magalimoto 376,000.

Komabe, pamsonkhanowu, a Li Bin anali ndi chiyembekezo chokhudza malonda a NIO chaka chino ndipo anali ndi chidaliro kuti abwereranso pamtengo wapamwezi wa magalimoto a 20,000.

Ndipo ngati tikufuna kubwereranso pamlingo wa magalimoto 20,000, mtundu wachiwiri ndi wofunikira.

Li Bin adanena kuti mtundu wa NIO udzasamalirabe kwambiri phindu lalikulu ndipo silidzagwiritsa ntchito nkhondo zamtengo wapatali posinthanitsa ndi malonda; pomwe mtundu wachiwiri udzatsata kuchuluka kwa malonda m'malo mopeza phindu lalikulu, makamaka munthawi yatsopano. Pachiyambi, kuchuluka kwachulukidwe kudzakhala kokwera. Ndikukhulupirira kuti kuphatikiza uku ndi njira yabwino yogwirira ntchito kwanthawi yayitali.

Kuphatikiza apo, a Li Bin adawululanso kuti chaka chamawa NIO idzakhazikitsa mtundu watsopano wamtengo wapatali wa yuan masauzande mazana, ndipo zopangidwa ndi NIO zidzakhala ndi msika waukulu.

Mu 2024, kutsika kwamitengo kukayambanso, mpikisano pamsika wamagalimoto udzakhala wowopsa. Makampaniwa amalosera kuti msika wamagalimoto udzakumana ndi kusintha kwakukulu chaka chino komanso chamawa. Makampani osapindulitsa agalimoto atsopano monga Nio ndi Xpeng sayenera kulakwitsa ngati akufuna kutuluka m'mavuto. Kutengera nkhokwe zandalama ndikukonzekera mtundu, Weilai alinso wokonzeka kwathunthu ndipo akungoyembekezera nkhondo.


Nthawi yotumiza: Mar-19-2024