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理想(02015.HK)漲逾8% 李想:華為問界打殘理想ONE令公司成長更快
理想汽車(02015.HK)(LI.US)CEO李想表示,去年第三季華為問界M7的發布和操盤,直接把理想ONE打殘了,公司從來沒遇到過這麼強的對手,很長一段時間毫無還手之力。華為的超強能力直接讓理想ONE的銷售崩盤、提前停產,一個季度就虧損十幾億元人民幣,團隊都被打殘,更造成大量奮斗在一線的產品專家離職。 他指出,公司沒有在任何層面抱怨過華為,並承認理想ONE的銷量好只是運氣,不是實力。公司其後達成共識,全面學習華為,且盡快升級為矩陣型組織,能夠打陣地戰,徹底告別游擊戰。 此外,他認為理想從去去年8月崩盤的4,000多輛交付,一路成長到今年6月目標超過3萬輛交付,無論是進攻的實戰,還是防守的實戰,理想並沒有能力改變競品們的銷量,競品也從來沒有改變過公司的銷量,公司唯一改變的是可以學到的更多,訓練的更多,成長的更快。這很重要,因為這就是公司的驅動力。 理想於6月5至11日的周銷量達8,400萬輛再創新高,該股今日(13日)早段曾升近9%高見133.5元,現報132.7元,升8.33%,成交570.78萬股,涉資7.4億元。
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