NIO-SW: Finally done subtraction

Has been the head iron NIO-SW, finally bowed to the reality. In addition to the previously mentioned in the phone call to reduce the pace of income and expenditure during the downturn, to protect cash flow. After selling the car, NIO-SW finally made a subtraction. 1). The whole department has reduced its price by 30,000, including the new NIO-SW and ET5. ! 2). The core behind the price reduction is "simple allocation of rights and interests": the core is the cancellation of free electricity exchange for life (4 times). In other words, this equity is priced at $30000 separately. If these rights and interests are used when buying a car, then 30000 yuan will be enough. Therefore, this NIO-SW price reduction is essentially to decouple the sale of "goods" from the sale of "services. In the past, when selling goods, the service was hard bundled. The customer group had a high tolerance for unit price. The packaging was part of VIP-level advanced service. But now cars can't be sold, and users have a more common choice in terms of energy supplement options. In addition to changing electricity, fast charging has also become a more common choice. The sales method of bundled services is no longer a VIP-level service, but has become a car sale. Burden. After the decoupling of selling goods and selling services, the sales of cars may go up, and it does not affect the gross margin of car sales. Instead, in the case of the release of car sales, it brings about an increase in car gross margin. However, the current power exchange mode and fast charging mode are competitions of scale effect, and the power exchange requires the unification of battery standards, which is relatively difficult. The subsequent economic benefits, especially NIO-SW it is engaged in the high-end market, which is not the scale king of winning sales volume, and if it is difficult for non-NIO-SW models to use the power exchange mode, the capacity utilization rate of the power exchange mode is not high, it is necessary to consider that the power exchange model may be a waste of capital, and the gross loss rate of non-car sales business may be exacerbated. But on the whole, it is rotten to the end. Any change is an improvement.