<p>蔚来（NIO 2.56%）过去一个月对投资者来说是一次有趣的旅程，因为其股价上涨超过 65%。它有一些利好消息，包括中国政府的刺激计划，其新推出的更实惠的 Onvo 品牌正在交付车辆，以及公司正在获得更多投资。让我们深入了解一下。</p>
<h2>发生了什么？</h2>
<p>上周末，蔚来宣布获得了 19 亿美元的现金注入，但实际情况比看起来更复杂。总部位于上海的战略投资者，包括合肥建恒新能源汽车投资基金合伙企业、安徽省新兴产业投资有限公司和中金资本等，已同意向其子公司蔚来中国投资 33 亿元人民币，约合 4.706 亿美元。</p>
<p>蔚来还同意投资 100 亿元人民币，约合 14.3 亿美元，现金认购蔚来中国新发行股份。这将使蔚来持有蔚来中国的 88.3% 控股权，而战略投资者和现有股东持有蔚来中国剩余 11.7% 的股权。蔚来和战略投资者将分两期将资金注入蔚来中国，其中 70% 将于 2024 年 11 月前支付，剩余 30% 将于 2024 年 12 月前支付。</p>
<p>根据蔚来的新闻稿，&#34;凭借增强的资产负债表，蔚来在技术、产品、服务和用户社区方面具有战略优势，推动其多品牌战略，拓展更广泛的市场，并将公司推向可持续增长的下一个阶段。&#34;</p>
<h2>时间很重要</h2>
<p>这次现金注入对蔚来来说是一个绝佳时机。股价已经受益于中国政府的刺激计划。由于中国经济从未完全恢复自新冠疫情后，随后又受到巨大的房地产市场下滑和消费者支出放缓的影响，中国决定降低基准七天利率，并减少银行需要持有的准备金。</p>
<p>这笔现金注入不仅恰逢中国刺激计划之际，而且正值蔚来开始扩大其更实惠的 ONVO 车型系列之际。首款车型 L60 SUV 刚刚开始交付。更重要的是，蔚来承诺，现在订购 L60 的客户将在今年内交付，指出之前的瓶颈正在迅速解决。</p>
<p>蔚来并不只停留在增加一个品牌，蔚来的第三个品牌，内部代号为&#34;萤火虫&#34;，预计也将于今年晚些时候推出，首款车型将是介于小型电动 SUV 和紧凑型电动 SUV 之间。</p>
<p>最终，这并不是一笔巨额现金注入，但值得注意的是，它恰逢蔚来及其投资者试图通过推出更实惠的车型加速发展的时机。蔚来更实惠的子品牌在市场上的表现将对其未来的销售和收入增长至关重要。公司将面临中国国内市场激烈的定价竞争，但这也是一个有价值的市场，7 月份新乘用车销量中有 51% 是电动车。这次现金注入对于蔚来投资者来说是一个重要转折点上的又一好消息。</p>

蔚来-SW

蔚来汽车

<p>最近，蔚来汽车的股价大涨超过 65%，得益于中国政府的刺激措施以及其推出的价格实惠的 Onvo 品牌。该公司宣布从战略投资者获得约 9 亿美元的现金注入，将其对蔚来中国的控股权增至 88.3%。这笔资金将支持蔚来的多品牌战略和拓展新市场。此举与 L60 SUV 的推出以及即将推出的 Firefly 品牌的发布时间相吻合，对于蔚来在中国电动车市场竞争激烈的定价环境中实现增长至关重要</p>

<p><strong>Nio</strong>(NIO 2.56%) has been a fun ride for investors over the past month as its stock price shot up over 65%. It's had a handful of good news items, including China's government stimulus package, the fact that its new more affordable Onvo brand is delivering vehicles, and the company has been receiving more investment. Let's dig in.</p>
<div class="lb-trans"><p>蔚来（NIO 2.56%）过去一个月对投资者来说是一次有趣的旅程，因为其股价上涨超过 65%。它有一些利好消息，包括中国政府的刺激计划，其新推出的更实惠的 Onvo 品牌正在交付车辆，以及公司正在获得更多投资。让我们深入了解一下。</p>
</div><h2>What's going on?</h2>
<div class="lb-trans"><h2>发生了什么？</h2>
</div><p>Over the weekend, Nio announced it had received a cash infusion of $1.9 billion, but that's a little more complicated than it appears. Shanghai-based strategic investors, including Hefei Jianheng New Energy Automobile Investment Fund Partnership, Anhui Provincial Emerging Industry Investment Co., and CS Capital Co., have agreed to invest an aggregate of 3.3 billion yuan, or roughly $470.6 million in its subsidiary NIO China.</p>
<div class="lb-trans"><p>上周末，蔚来宣布获得了 19 亿美元的现金注入，但实际情况比看起来更复杂。总部位于上海的战略投资者，包括合肥建恒新能源汽车投资基金合伙企业、安徽省新兴产业投资有限公司和中金资本等，已同意向其子公司蔚来中国投资 33 亿元人民币，约合 4.706 亿美元。</p>
</div><p>Nio has also agreed to invest 10 billion yuan, or roughly $1.43 billion, in cash to subscribe to the newly issued shares of Nio China. This will bring Nio to an 88.3% controlling interest in Nio China, with strategic investors and existing shareholders accounting for the remaining 11.7% equity interest in Nio China. Nio and strategic investors will funnel the cash into Nio China in two installments, with 70% due by November 2024 and the remaining 30% to be made by December 2024.</p>
<div class="lb-trans"><p>蔚来还同意投资 100 亿元人民币，约合 14.3 亿美元，现金认购蔚来中国新发行股份。这将使蔚来持有蔚来中国的 88.3% 控股权，而战略投资者和现有股东持有蔚来中国剩余 11.7% 的股权。蔚来和战略投资者将分两期将资金注入蔚来中国，其中 70% 将于 2024 年 11 月前支付，剩余 30% 将于 2024 年 12 月前支付。</p>
</div><p>&#34;With an enhanced balance sheet, NIO is strategically positioned to maintain its long-term advantages in technology, products, services, and user community, promote its multibrand strategy and penetrate broader markets, and propel the company into the next stage of sustainable growth,&#34; according to a Nio press release.</p>
<div class="lb-trans"><p>根据蔚来的新闻稿，&#34;凭借增强的资产负债表，蔚来在技术、产品、服务和用户社区方面具有战略优势，推动其多品牌战略，拓展更广泛的市场，并将公司推向可持续增长的下一个阶段。&#34;</p>
</div><h2>Timing matters</h2>
<div class="lb-trans"><h2>时间很重要</h2>
</div><p>This cash infusion comes at an excellent time for Nio. The stock has already received a boost from the Chinese government's stimulus package. As China's economy never fully regained composure following the COVID-19 pandemic, and was then further slowed by a massive property slump and slowing consumer spending, China decided to lower the benchmark seven-day interest rate and reduce the amount banks needed to hold in reserve.</p>
<div class="lb-trans"><p>这次现金注入对蔚来来说是一个绝佳时机。股价已经受益于中国政府的刺激计划。由于中国经济从未完全恢复自新冠疫情后，随后又受到巨大的房地产市场下滑和消费者支出放缓的影响，中国决定降低基准七天利率，并减少银行需要持有的准备金。</p>
</div><p>Not only did the cash infusion come at a fortuitous time alongside China's stimulus package, but it also came at a time when Nio was beginning to expand its more affordable lineup of ONVO vehicles. The first model, the L60 SUV, just began deliveries. Better still, Nio just promised customers that ordering an L60 now will get delivery within the year, noting that previous bottlenecks are being quickly resolved.</p>
<div class="lb-trans"><p>这笔现金注入不仅恰逢中国刺激计划之际，而且正值蔚来开始扩大其更实惠的 ONVO 车型系列之际。首款车型 L60 SUV 刚刚开始交付。更重要的是，蔚来承诺，现在订购 L60 的客户将在今年内交付，指出之前的瓶颈正在迅速解决。</p>
</div><p>Nio isn't stopping with just one additional brand, either. Nio's third brand, with the internal code name of &#34;Firefly,&#34; is also expected to be unveiled later this year with a first model set to be something between a small EV SUV and compact EV SUV.</p>
<div class="lb-trans"><p>蔚来并不只停留在增加一个品牌，蔚来的第三个品牌，内部代号为&#34;萤火虫&#34;，预计也将于今年晚些时候推出，首款车型将是介于小型电动 SUV 和紧凑型电动 SUV 之间。</p>
</div><p>Ultimately, this isn't a massive cash infusion, but it is worth noting, and it does come at a very opportune time for Nio and its investors as the company tries to shift into higher gear with more affordable vehicles. How Nio's more affordable sub-brands do in the market will be critical to its sales and revenue growth going forward. The company will face intense pricing competition in China's home market, but it's also a valuable market, with 51% of new passenger car sales being electric in July. This cash infusion is just a little more good news for Nio investors at a major turning point in the company's direction.</p>
<div class="lb-trans"><p>最终，这并不是一笔巨额现金注入，但值得注意的是，它恰逢蔚来及其投资者试图通过推出更实惠的车型加速发展的时机。蔚来更实惠的子品牌在市场上的表现将对其未来的销售和收入增长至关重要。公司将面临中国国内市场激烈的定价竞争，但这也是一个有价值的市场，7 月份新乘用车销量中有 51% 是电动车。这次现金注入对于蔚来投资者来说是一个重要转折点上的又一好消息。</p>
</div>

More Good News for Nio Investors

- Nio 宣布获得 19 亿美元现金注入，增强其在 Nio China 的控股权至 88.3%。  
- 此次资金注入与中国政府的刺激政策相辅相成，助力 Nio 扩展更实惠的 ONVO 车型。  
- Nio 面临激烈的市场竞争，但电动车销售占比高达 51%，未来增长潜力巨大。  

更多好消息传递给 Nio 投资者