天地争霸美猴王
“只租不卖”不到2周 蔚来考虑在欧洲提供买断选项_我的网站

A | (文/潘昱辰 编辑/周远方)日前,蔚来已在部分市场开启首款车型ET7的交付。 Colombo, Oct 17 (UNI) Coats International Global CEO Rajiv Sharma says he is confident that Sri Lanka’s apparel industry will rebound and the economy will bounce back.
“It’s actually happening as we speak, despite the last three months of unrest and confusion,” the Daily FT newspaper on Monday quoted him as saying.
Sharma, who was on a flying visit to Sri Lanka to meet customers and employees, says the vibe was very good in the country. “You could never get a Sri Lankan down or depressed because there’s always happiness, optimism and a belief that tomorrow will be better than today."
The CEO says the support the country gets internationally was clearly seen, owing to the goodwill Sri Lanka has built over several decades.
“I meet customers in Europe and the US who are empathetic and are genuinely willing to support Sri Lanka and its apparel industry. Everyone wants to go the extra mile with their support. The way I see it, this crisis is just a bump along the road to greater prosperity for Sri Lanka.”
Sharma also spoke positively about the global market.
“There is no demand destruction happening at a large-scale. So I believe the world economy will continue to be resilient. While there will be intermittent shocks, if you break it down into its components, I think the US and the Americas broadly, will be less impacted by what’s happening globally.”
He added that Europe was in a difficult spot and would remain an area of concern as the chances of a recession have increased, but says Asia was looking relatively strong.
The Coats Global CEO says Sri Lanka is special for the industry and Coats because of its people.
“It is the human capital in this country that allows it to punch above its weight. When you meet people in the industry, there’s optimism, expertise, courage and specialisation based on a track record of delivery. There are industry giants that have originated from Sri Lanka.”
Sharma says the kind of garments manufactured locally were very complex and cannot be transported or made in Africa or some other country, adding that Sri Lanka has the skill, modern machinery and good management that is needed for delivering this complexity, in abundance.
The CEO says his wish to have more employees from Coats Sri Lanka taking on regional and global roles in Coats.
UNI MR。但与此同时,有网友在蔚来APP向蔚来总裁秦力洪发出建议,称国外许多潜在用户都对“只租不卖”的商业模式存在意见,认为在蔚来租金并不便宜的前提下,应该向用户提供买断使用的权利。对此秦力洪表示认同,但并未给出具体的时间表。秦力洪承认蔚来考虑在欧洲开放买断选项 图片来源:蔚来蔚来将在欧洲四国的商业模式称为“订阅”,共提供短期和长期2种订阅服务。具体来看,短期方案用户需至少订阅1月,可提前两周取消当月订阅,也可任意更换车辆;长期方案用户只可选择一款车型,订阅周期在12至60个月不等,但订阅费用则更为优惠。

B | 蔚来在欧洲“只租不卖”的价格选项 图片来源:蔚来秦力洪曾在欧洲发布会期间表示,相比其他长租模式,蔚来是“一价全包”,除用车外还包括服务,如果将服务费用计入租金,那么蔚来订阅模式相较当地其他长租服务仍较为优惠。

C | 对于先期“只租不卖”,蔚来创始人、董事长兼CEO李斌在接受媒体采访时承认,发布会后蔚来欧洲版APP上有很多用户留言,对没有购买选项非常失望,而这也在蔚来的预期之中。据他预计,欧洲主流市场约20%-25%的用户有买断意愿。

D | 但他希望蔚来欧洲整个团队,包括换电站及服务体系都非常成熟后再作打算,“肯定不是现在”。他认为,从订阅转卖车,只是增加一个卖的选项,但从卖车转订阅是“降维打击”,因而希望整个团队能够先挑战较难的选项。蔚来欧洲发布会 图片来源:蔚来值得一提的是,在推出“只租不卖”模式之前,蔚来曾在欧洲单一市场提供过买断选项。2021年5月,蔚来率先在挪威销售旗舰车型ES8,售价在60万挪威克朗(约合人民币40万元)以上。但根据EU-EVs的统计数据,2021年蔚来在挪威仅卖出200辆汽车,今年1-7月,蔚来在挪威累计销量为550辆。对此,李斌曾表示出海主要看长期的意义,可能要5至10年后才有实际结果。此番全面进军欧洲市场,李斌则声称希望蔚来在海外“四分天下有其一”,不过他没有给出达成目标的确切时间。

E | 自欧洲发布会以来蔚来股价走势 图片来源:富途牛牛而此番蔚来全面进军欧洲及“订阅”模式的推出,也并未引起资本市场的足够共鸣。

F | 自发布会结束两周以来,蔚来在美国纽交所和港交所股价整体呈下跌态势,相较欧洲发布会结束已累计下跌20%以上。截至10月19日美股收盘,蔚来跌10.57%,报收10.92美元;截止10月20日中午,蔚来在港股跌7.07%,报86.10港元。
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