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李斌首度披露蔚来上市计划，承认ES8量产延期

发布于 2018年7月25日

虽然蔚来首款量产车型ES8，已经正式进入了对外交付阶段，但来自“同行”与外界持续不断的压力，也让李斌不得不沉浸在“文山会海”之中。

而与往常一样，作客活动现场的李斌再次不出意料地面临了众多敏感话题的“拷问”，其中不乏个别问题，是李斌和蔚来汽车首次对外披露的。但如果将这些问题总结为一个中心思想，那就是造车，并不是把车卖出去就能完成任务。

再谈交付延期

再次谈及延期交付的问题，李斌却略显意外地选择了“直视”。毕竟在前不久，蔚来ES8的确已经真正实现了对外交付。

而在整个造车新势力领域内，除了云度、电咖几家生产A0或A00级小车的企业，还没有正式出现能与蔚来ES8在级别上抗衡的高端产品。唯有此前默默无闻的前途K50，在不知不觉中即将走到量产上市阶段。

纵览全局，在威马全力进入交付冲刺阶段，合众积极备战“哪吒出世”之时，蔚来在交付战役的既有优势也许会大幅缩小，因为在量产时间点的掌控上，蔚来很可能已成为新势力中的“前车之鉴”。

李斌在活动现场直接表示：“蔚来是一家三年多历史的公司，所有事都是从零开始，蔚来ES8最初留出了足够的余量时间，但是因为各种各样的原因，最终确实没有按照最初的计划完成，大概晚了一个月。”

虽然快言快语是李斌一贯的风格，但如此直截了当的回答，还是难免令人稍感诧异。毋庸置疑，即使以往针对ES8量产问题的争论再多，那也便成为了“过去时”。如今，李斌的言论已经给出了标准答案：ES8的量产进程，的确是延期了。

显然，李斌也没有意图在这个问题上遮遮掩掩，毕竟ES8已经正式进入交付阶段。而如今李斌最为关心的话题，莫过于交车之后才会面临的真正的“磨难”。

李斌表示，自己对交付其实不是特别担心，反而对服务有担心，希望交付之后的服务能够同步跟上。

这已经不是李斌第一次谈及“服务”的重要意义。而在我们以往对蔚来的印象中， 这家企业似乎将“服务”看得比什么都重要。巧合的是，就在几天前，蔚来汽车合伙人李想在接受汽车头条APP采访时，同样表达了相似的观点。

李斌首度披露蔚来上市计划，承认ES8量产延期
李想曾坦言，对于电动汽车厂商来说，把车卖出去并不意味着完成任务，这跟传统燃油车的模式是完全不一样的。与此同时，厂商也绝对不能等待基础设施完全布局好的一天再开始售卖。真正应该关注的，是要能真正消除电动汽车用户的各种焦虑。

可以看出，无论从体验店的建设，以及换电站的大面积布局而言，蔚来的确在售后服务方面花费了较大的心血，但正如李斌所言，蔚来的售后服务体系能否能与交付达成高度的同步，谁也无法在现阶段准确预言。

首度披露上市计划

距离蔚来赴美上市的传闻首次曝光已经间隔了近两个月，但时至今日，李斌仍未对此事做出直接回应。不过相比前两个月公司上上下下对赴美上市这则消息的“不予置评”，如今李斌的口风显然松了许多。

“我觉得所有的这些东西都是水到渠成的。当然，我们想把一个公司IPO没什么不得了的，我们三年时间不就从成立到市值几百亿港币了，我觉得这肯定不是一个公司的目标。”无论是有心还是无意，李斌这次披露的观点相当之明确。毋庸置疑，这已经证明了蔚来赴美上市的事情并不是空穴来风。

而根据此前的消息，蔚来汽车已经聘请了高盛投资公司、花旗银行、美国银行美林证券、摩根士丹利、瑞士信贷、德意志银行、瑞士联合银行和摩根大通8家银行，为其今年在美国上市做准备工作。

一旦上市成功，蔚来汽车将是中国第一家新能源电动汽车上市企业，也将成为继阿里巴巴之后，在美国融资金额最大的中国上市公司。

但即便如此，蔚来已经不是国内首个走向“金融街”的造车新势力。因为在诸多竞争对手中，不乏长江新能源、前途汽车等上市公司衍生而出的造车企业，更不乏不缺真金白银的“RMB玩家”。但不可避免的，蔚来仍要在融资的道路中步步为营。

此外李斌还透露，蔚来曾经准备把美国公司单独进行分拆融资，但是后来觉得太耗精力了，就没有进行分拆。

而谈及创办蔚来的变化，李斌说自己做易车时有一些遗憾，公司为了生存不得不主要to B，到了做蔚来时变得更纯粹，希望自己能够直接服务更多的用户，希望蔚来成为一家“用户企业”。

海外市场不会缺席

谈论到赴美上市等相关话题，就不得不相应地提及蔚来汽车的海外战略。根据李斌透露，蔚来汽车从6月份就开始新车交付工作，希望中期计划是月产8000至9000辆汽车。到9月底，要在国内共交付1万辆ES8。

而在海外市场方面，李斌接受采访时称，蔚来暂无在美国销售的时间表，但希望尽早打开欧洲和德国市场，用两到三年的时间来完成这个目标。

诚然，相比之下，蔚来的这个三年规划算是足够远大的了。但即便如此，在如今这个时间节点谈论海外战略，还未免有些不太“靠谱”。在李斌看来，如果在中国这个主场没有打赢就分散兵力进军国际市场，是不合算的。但这并不意味着，蔚来会在将来放弃海外市场，也包括美国。

“现在说这些还早着呢，不过我们肯定会去的，不管美国还是欧洲。但我们要先做了再说，不然以后又有人说我们食言了。”显然，李斌已经不想再承认蔚来的第二次“延期”了。毕竟在这个敏感的时期，吹过的牛皮越多，就意味着为自己埋下的“雷”同样越多。

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