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Did NIO fall out of the first tier? Total losses exceeded 60 billion dollars, with an average loss of 150,000 when one car was sold

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紫財經 Jun 12, 2023 18:15 · 43.6k Views

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Transcript
  • 00:00 The cruelest side of new energy vehicles is beginning to be revealed
  • 00:03 NIO is becoming the first target to be brutally shuffled
  • 00:07 Recently, they released financial reports for the first quarter, achieving revenue of 10.68 billion
  • 00:12 Isn't it OK
  • 00:13 However, ah, this net loss reached 4.74 billion dollars, and sales volume
  • 00:17 Only 31,000 cars are equivalent, ah, for every car sold, you have to lose more than 150,000.
  • 00:21 Once a new car builder, the first brother, has completely fallen out of the first echelon
  • 00:25 So what exactly is happening with this
  • 00:28 What about us
  • 00:28 Let's talk about Little Red Heart first. For industry insiders, this is the result
  • 00:32 It's already predetermined. The monthly sales volume has already been announced before. What a bear
  • 00:37 unmistakable
  • 00:40 From January to March, BYD's cumulative sales volume was 550,000 units, and Tesla's was 420,000 units
  • 00:45 The future sales volume is only a fraction of that of others
  • 00:48 Some might say that Li Bin is targeting 300,000 to 500,000 luxury car brands
  • 00:52 The targets are BBA, that is, BMW, Benz, and Audi.
  • 00:57 It's impossible to sell a lot; compared to BYD Tesla, it's simply not an option
  • 01:02 This statement really makes sense, so let's take a look at the situation of BMW, Mercedes-Benz, and Audi
  • 01:07 Before their gross margin, yes
  • 01:09 It has reached 20%. In recent years, ah, although there has been a decline, I am still very moisturized
  • 01:15 In particular, BMW can maintain above 17%, but the future will be the young lady's body
  • 01:21 A girl's life starts at 300,000, and sometimes it can sell for more than 500,000
  • 01:26 Arguably, it's a sky-high price, but the gross margin is only 5.1%
  • 01:31 Do you think this won't be a loss?
  • 01:33 In fact, judging from all aspects of conditions, the ideal is the most direct competitor in the future
  • 01:38 Nor is it comparable to Li Bin now. Their target for this year is 280,000 to 300,000 vehicles
  • 01:44 And it's already profitable
  • 01:46 The question is, where will Li Bin squander all this money in the future
  • 01:51 The answer is service
  • 01:53 Guess, it's drawing on Haidilao's gameplay
  • 01:55 At the beginning of his business, Li Bin also established the ultimate user service brand tone
  • 02:00 You only need to have a worry-free service package, but you can enjoy repairs and maintenance covered by an insurance agent
  • 02:07 You can also enjoy free services such as door-to-door scooter washing and chauffeur service
  • 02:13 Even if, it's fine if you go to the door to feed the cat and pick up the kids to tutor the homework
  • 02:17 Only you can't think of it, but he can't do it without a future
  • 02:21 What about when the number of customers is small
  • 02:23 It's not really that big of a problem to do some of these, is it
  • 02:26 However, now that there are more than 300,000 car owners, it is much more difficult to continue operating
  • 02:30 The experience and reputation of users who are slightly underdeveloped will drop drastically
  • 02:35 However, the market environment is constantly changing, and enterprises also need to keep pace with the times
  • 02:39 But Li Bin was kidnapped by users, and no one dared to risk offending the financial owners to carry out reforms
  • 02:45 This directly led to a time when all of its peers were making great strides forward, but NIO had been going backwards for a few quarters and was mired in the plight of low sales, high costs, and slow delivery
  • 02:55 Not only that, the so-called ultimate service is also eating up the vast majority of profits
  • 03:01 In the six years from 2017 to 2022, NIO's total loss was close to 60 billion yuan
  • 03:06 Last year alone, 14.6 billion dollars were lost
  • 03:09 Li Bin, ah, is not that he hasn't thought about recruiting. A few years ago, he started planning a sub-brand
  • 03:13 However, progress is very slow due to lack of money and rat-throwing restrictions
  • 03:19 Well, in the future, will there be any improvement in the second quarter
  • 03:23 I don't think there's much hope
  • 03:25 NIO delivered 6,658 vehicles in April; last month was even worse
  • 03:28 Of the 14 NEV companies, 11 have achieved growth
  • 03:32 NIO, ah, is the fifth to last with a sharp decline, whether year-on-year or month-on-month
  • 03:37 How can salty fish turn over in June alone
  • 03:40 Those cuter than me don't understand finance, those who know finance less than me aren't cuter than me