H********i
发帖数: 699 | 1 如果高配置demand很多的话，谁还卖低端的? 而且现在低端的还保证taxrebate，不就
是因为高端的卖的不好吗？ | s*m
发帖数: 417 | 2 四十多万订单，长程短程各占一半的话，美加已卖超过10万了，美加LR订单应耗完. 现
剩P和AWD订单了。其他就是实时订单。 | H********i
发帖数: 699 | 3 问题来了，现在waiting list 已经快没了，明年tax rebate没了，销量岂不是要大幅
减少? | c******a
发帖数: 4400 | 4 probably true
if the world had 450k reservations. half is for $35k version. --> 225k. Half
is from North America --> 112.5k. I'd say this is not unexpected.
therefore, it's about time LR AWD/P orders are exhausted. In fact, there are
probably a bunch of new orders in the mix. Now they are trying to pull the
demand lever on the remaining half in NA. Next year is Europe and Asia on
the main stage, before the 35k version really come out and trigger more run-
rate demand. The key question now is margin. Hopefully in the 20% range
after accounting for SG&A. Maybe I'm too optimistic.
【在 s*m 的大作中提到】
: 四十多万订单，长程短程各占一半的话，美加已卖超过10万了，美加LR订单应耗完. 现
: 剩P和AWD订单了。其他就是实时订单。
|
|
