Schwab Network 对 $NIO 的判断变化
今天早上看了一些电动汽车公司，包括比亚迪、特斯拉、小鹏和蔚来。明天早上蔚来将公布财报。
looking at some of these EV companies this morning. BYD, Tesla, Xpong, and NEO. We got Neo earnings tomorrow morning.
如果我们从蔚来明天早上的财报来看，如果市场这块蛋糕变小，这些公司是否必须寻找其他机会？
if we look at this in in terms of uh you know NEO tomorrow morning if there's a less a smaller pie are these companies going to have to look elsewhere for more opportunity
好的，就像我说的，明天蔚来将公布财报。它最初在市场上被定位为特斯拉的中国对手，因为当时它的车型稍微好一些。它似乎被一些同行超越了。这是一个安全的描述，还是它仍然是中国电动汽车领域的领导者之一？
All right. And so, like I said, we got NEO earnings tomorrow. It was sort of initially sold, I guess, the marketplace is sort of the Chinese counterpart to Tesla because it was a little bit nicer vehicle at the time. It seems like it's been passed over by some of its peers. Is that a safe uh I guess characterization or is this still uh one of the leaders when it comes to EVs in China?
如果你看看蔚来最近的销售，尤其是今年上半年，他们实际上火力全开。他们让换电成为现实，累计换电次数已超过1亿次。这是一个巨大的里程碑。
If you look at Neo's recent sales, especially just this first half of the year, they're actually firing on all cylinders. They're uh they've made battery swapping a thing and cumulatively they've hit over a 100red million battery swaps now. So that's a huge huge milestone.
他们主打的车型是B级高端车型ES8，在中国售价约4万到5.5万美元。这是一款高端车型，但每月出货约1万辆，这是他们长期以来一直无法做到的。
And the vehicle that they're leaning into is kind of like the B segment premium vehicle, the ES8. That is around 40 to $55,000 in China. So, it's a premium vehicle, but it's shipping around 10,000 units a month, which is something that they hadn't been able to do for for forever.
如果你看看他们的多品牌战略，他们有乐道和萤火虫。今年上半年，这三个品牌都在增长。所以我预计他们明天会继续讨论如何在这一势头的基础上发展。
And if you look at their multibrand strategy, they have Envo and Firefly. All three brands have been growing this first half of the year. So I expect them tomorrow to continue to discuss building on that momentum.
但如果从全球角度来看，NEO 是最聚焦中国的品牌。因此，为了缓解部分风险，他们很可能需要在今年年底或明年初考虑海外市场。
But if we look at NEO from a global standpoint, they are the most China focused brand. And so to mitigate some of that risk, they're likely going to have to look at foreign markets at the end of this year or beginning of next.
同样期待明天 NEO 的表现，Sino Auto Insights 的董事总经理。
Looking forward to NEO tomorrow, uh, as well, managing director of Sino Auto Insights.