Tesla Challenger Nio to Raise $428.4 Million from Share Sale (Caixin) U.S.-listed Chinese electric vehicle startup Nio is offering 72 million American depositary shares (ADSs), in a possible sign of the company trying to shore up cash reserves amid strong demand by US and Asian investors. Nio has set the offering price at $5.95, lower than Wednesday’s closing price of $6.3 on the New York Stock Exchange, meaning that the company is aiming to raise $428.4 million from the share sale, according to a stock filing to the U.S. Securities and Exchange Commission. The Shanghai-based company will use the capital… Read more »

据官方发布的数据显示，2019年，蔚来总计交付了20565台汽车，同比增长81%。根据中汽数据中心零售信息显示，ES8在2019年累销9259台，在国内包含燃油车的7座大型SUV中，占据第六名的位置，销量数据与特斯拉Model X基本持平。 According to official data, in 2019, Weilai delivered a total of 20,565 vehicles, an increase of 81% year-on-year. According to the retail information of the China Automotive Data Center, the ES8 has sold 9,259 units in 2019, occupying the sixth place among the seven large SUVs containing fuel vehicles in China, and the sales data is basically the same as the Tesla Model X. 更何况ES6比ES8卖得更很好，去年12月2000多的销量，2019年更累计销售11490台，位列中型SUV第12名，仅次于林肯MKC、宝马X4等，胜过了路虎星脉、极光，处于高端SUV市场中很出色的位子。而这次“被收购”的消息也说明了蔚来得到了传统主机厂的认可。 What’s more, the ES6 sells better than the ES8. In December last year, it sold more than 2,000 units. In 2019, it sold a total of 11,490 units, ranking 12th in the mid-size… Read more »

据自媒体“愉观车市”报道，广汽计划入股蔚来，目前正为此筹集资金。知情人士透露，这笔金额在10亿美元左右。亿欧汽车第一时间与蔚来取得联系，对方回应称：以上市公司公告为准。

Nio might get $1 billion investment from GAC

GAC has cool EV too:

2018.5.31，蔚来ES8开启用户交付
2019.12.12，第20,000台ES8交付用户手中

NIO Sales Remain Above 2,500 In November 2019 Despite a very challenging situation in China, where plug-in sales decreased significantly, NIO is trying to move forward and at least show some positive signs. The Chinese start-up managed to sell 2,528 electric cars in November, which is the 4th consecutive month of growth (month-over-month), although still 18% down year-over-year. Sales of the ES6 (5-sear SUV) seem to find its sweet spot at around 2,000, while the bigger ES8 is slowly rebounding from rock bottom: ES6: 2,067 (new) ES8: 461 (down 85% year-over-year) William Li, founder, chairman and chief executive officer of… Read more »

蔚来创始人兼CEO李斌

李斌列举了几个关键数据：“我们去年交付了ES8，今年交付ES6，平均单价在40万以上；此外，我们的车分布在全国296个城市，这意味着基本上90%的中国地级市都有蔚来汽车在开。这两个数字证明了我们车能买能开。”

Li Bin cited several key data: “We delivered ES8 last year and delivered ES6 this year, with an average unit price of more than 400,000 yuan. In addition, our cars are distributed in 296 cities across the country, which means that basically 90% of China’s prefecture-level cities There are Weilai cars in the open. These two figures prove that our car can buy and open.”

2008年初，特斯拉CEO埃隆·马斯克（Elon Musk）在旧金山总部迎来了一位特殊的客人：中国科技部部长万钢。 这一年，36岁的马斯克和5岁的特斯拉命悬一线，公司账上只剩下900万美元，资金即将被耗尽。他的另一个项目：航天公司Space X也陷入财务危机，前三次发射均告失败，妻子趁势落井下石，把两人私生活曝光在个人博客上，马斯克沦为硅谷笑柄。

11月4日，蔚来公布了10月销量数据，交付量达2526台，创2019年新高，环比上涨25%，同比增长61%。 具体来看，作为销售主力的ES6销量成绩持续走高，在10月实现了2220台交付，并且从交付至今仅5个月，其就已经累计交付6829台，生产爬坡能力不断加强，与此同时，ES8在10月交付量也达306台。据了解，连续月度交付超2000台也为蔚来带来了10亿元人民币以上月度营业收入，使公司的现金流状况得到极大改善。 2019: On November 4th, Weilai announced the sales data for October, with a delivery volume of 2,526 units, a record high in 2019, a 25% increase from the previous month and a 61% increase from the same period last year. Specifically, the sales performance of ES6, which is the main sales force, continued to rise. 2,200 units were delivered in October, and only 5 months have been delivered since the delivery, and 6829 units have been delivered cumulatively. The ES8 also delivered 306 units in October. It is understood that the continuous monthly delivery of more than 2,000… Read more »

?itok=KcKADVt4

蔚来汽车能否度过生死劫

10月16日，蔚来汽车股价进一步下跌至1.42美元,创下历史新低，市值只有15.37亿美元，开盘暴跌的主要原因为浙江吴兴区已经停止与蔚来的进一步合作洽谈，据对方给出的原因显示是鉴于评估风险过大,已停止进一步洽谈。

融资受阻、股价暴跌再加上其财报亏损，这让蔚来汽车压力倍增，甚至可以说挣扎在生死线上——如果不能找到新的救命钱，蔚来汽车还能坚持多久。

2014年11月，蔚来由易车创始人李斌、汽车之家创始人李想等共同发起设立，是一家专注于智能电动汽车研发和制造的公司。目前，公司已在上海、圣何塞、慕尼黑以及伦敦等19地设立设计、研发、生产、用户中心与商务机构，汇聚来自近40个国家和地区3000多名顶尖人才。

公开资料显示，蔚来汽车股东为李斌和秦力洪，两人分别持股80%、20%。

https://www.toutiao.com/a6749378902415639053/

蔚来即将面临的另外一个挑战就是特斯拉，目前特斯拉上海超级工厂已经通过量产前第二次验收，将于今年年底前全面投产，预计将实现每周3000辆的量产目标，项目规划年产能将达到50万辆。

由于2019年国内车市整体持续下行，中汽协此前下调了销量预期，预计新能源汽车全年销量将由160万辆下降至150万辆。待特斯拉在中国正式量产以后，蔚来的压力就更大了。

特斯拉公司在15年间累计亏损了50亿美元。相比之下，有着“中国特斯拉”之称的蔚来汽车只用了4年。

蔚来汽车的亏损仍在继续，该公司将于周二发布第二季度财报。根据两位分析师的平均预期，蔚来汽车第二季度将再亏损26亿元人民币(约合3.69亿美元)，大约每天亏损400万美元，使得公司自2014年创建以来的累计亏损达到大约57亿美元。蔚来汽车由李斌创建，获得了腾讯控股公司的投资。

大约一年前，蔚来汽车的市值达到了创纪录的119亿美元。然而，成本超支、销售疲软以及召回事件已经导致蔚来汽车的市值自那之后累计大跌了74%。“今明两年，这些电动汽车创业公司将迎来大洗牌。”分析师糜思怡(Siyi Mi，音译)表示，“之前是风投找他们，但现在已经不是这么回事了。”

中国占据了全球电动汽车销量的一半。自从政府削减补贴后，中国的电动汽车总销量在7月份首次下滑，交付量在8月份再次降低。

https://www.toutiao.com/a6740876503363355144/

Nio raising more cash amid cost-cutting campaign (Reuters) Nio Inc, one of China’s high-profile electric car startups, disclosed a fresh money-raising push this week, saying it had issued $200 million worth of bonds and was accelerating cost-cutting programs to slow cash burn as the company seeks to attract more investors in a slumping market. Loss-making Nio is the most prominent among dozens of Chinese electric vehicle startups vying to become the next Tesla Inc. All are hampered by dwindling demand in the world’s largest car market, reduced government subsidies for EVs and nagging concerns over the China-U.S. trade war. ES8:… Read more »