蔚來-SW(09866.HK)李斌 : 未來幾年市場競爭強度將會增加
《第一財經》報道,蔚來-SW(09866.HK)董事長兼首席執行官李斌日前發表九周年內部講話指,高端市場油車轉電車的過程比想像中慢,接下來競爭的激烈程度將會超乎想像。以前以五年作戰略規劃,但現在市場波動太大、變化太快,因此只做兩年的經營計劃,很多產品的研發周期、資源的投入周期都是兩年左右,以兩年為時間把事情想清楚。
他指出,管理團隊達成的共識,是要確保核心關鍵技術的長期投入;確保銷售和服務的能力,能夠應對激烈的市場競爭;新產品要全力以赴地做好準備。三年內不能幫助公司改善財務表現的事情,就需要取消或延遲。
李斌指,未來幾年的競爭,強度只會增加不會下降,必須做好心理準備。很多幻想要放棄,比如原本覺得高端車、電車的售價應該比油車高,但現在高端車油電是倒掛的,像奔馳EQE減價十幾萬元人民幣。將來兩三年,這很可能成為常態,大家都想要銷量,就會把減價當成最重要的手段。
他指,公司總體上已經從純電品牌過渡到主流的高端品牌,明年有第二品牌,後年有第三品牌,切入更廣闊的用戶群體,有足夠的信心迎接最激烈的競爭,未來兩年手上還有足夠的牌可以打。
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