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蔚來(09866.HK):目前未有計劃加價 今年芯片供應仍具挑戰
蔚來汽車-SW(09866.HK)(NIO.US)董事長李斌表示,目前未有計劃加價,會視乎市場情況審視定價策略。今年整車毛利率目標為18%至20%。 李斌在業績會議上表示,今年電池供應能滿足需求,惟芯片供應仍具挑戰性,有10%數量不時面對供應緊張問題,會用替代方案等應對,例如從現貨市場購買,料整車產能在下半年會有階段性好轉。 管理層指,計劃第二季度發布ES7,目前40萬元人民幣以上中大型輔助SUV市場容量為20多萬架,而且未來仍有上升空間,對該細分市場有信心。 對於有報道指ES7已獲得1.5萬宗訂單,管理層指,不能夠透露實際數字,但銷量肯定比傳聞多。
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