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蔚來李斌:有信心交付完成全年目標 正準備進軍美國市場
蔚來(09866.HK)(NIO.US)創始人李斌在蔚來2022年第二季度財報電話會上表示,綜合來看,公司對第四季度交付及完成全年目標比較有信心。蔚來公布2022年第三季度交付指引為31,000至33,000輛,為單季最高交付指引。李斌透露公司子品牌最新進展,指蔚來大眾化市場品牌會使用NT3技術,會跟隨NT3產品推向市場。 李斌表示,美國對華芯片出口政策,短期內對經營未有影響,從長期來看,不會擾動公司的長期戰略。在芯片等核心技術領域方面,蔚來的目標是建立全棧自研能力,相信核心研發能力有助於應對產業政策變化風險,有助提升毛利率及技術競爭力。 對於進軍美國市場,李斌表示早有考慮,過去五年一直在進行各方面充分的認證,包括產品、用戶體驗及商業模式。目前愈見清晰,正在耐心準備進軍美國市場。他認為,美國是一個競爭非常激烈的市場,法規體系與中歐區別很大。
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