<p>蔚來（NIO 2.56%）過去一個月對投資者來説是一次有趣的旅程，因為其股價上漲超過 65%。它有一些利好消息，包括中國政府的刺激計劃，其新推出的更實惠的 Onvo 品牌正在交付車輛，以及公司正在獲得更多投資。讓我們深入瞭解一下。</p>
<h2>發生了什麼？</h2>
<p>上週末，蔚來宣佈獲得了 19 億美元的現金注入，但實際情況比看起來更復雜。總部位於上海的戰略投資者，包括合肥建恆新能源汽車投資基金合夥企業、安徽省新興產業投資有限公司和中金資本等，已同意向其子公司蔚來中國投資 33 億元人民幣，約合 4.706 億美元。</p>
<p>蔚來還同意投資 100 億元人民幣，約合 14.3 億美元，現金認購蔚來中國新發行股份。這將使蔚來持有蔚來中國的 88.3% 控股權，而戰略投資者和現有股東持有蔚來中國剩餘 11.7% 的股權。蔚來和戰略投資者將分兩期將資金注入蔚來中國，其中 70% 將於 2024 年 11 月前支付，剩餘 30% 將於 2024 年 12 月前支付。</p>
<p>根據蔚來的新聞稿，&#34;憑藉增強的資產負債表，蔚來在技術、產品、服務和用户社區方面具有戰略優勢，推動其多品牌戰略，拓展更廣泛的市場，並將公司推向可持續增長的下一個階段。&#34;</p>
<h2>時間很重要</h2>
<p>這次現金注入對蔚來來説是一個絕佳時機。股價已經受益於中國政府的刺激計劃。由於中國經濟從未完全恢復自新冠疫情後，隨後又受到巨大的房地產市場下滑和消費者支出放緩的影響，中國決定降低基準七天利率，並減少銀行需要持有的準備金。</p>
<p>這筆現金注入不僅恰逢中國刺激計劃之際，而且正值蔚來開始擴大其更實惠的 ONVO 車型系列之際。首款車型 L60 SUV 剛剛開始交付。更重要的是，蔚來承諾，現在訂購 L60 的客户將在今年內交付，指出之前的瓶頸正在迅速解決。</p>
<p>蔚來並不只停留在增加一個品牌，蔚來的第三個品牌，內部代號為&#34;螢火蟲&#34;，預計也將於今年晚些時候推出，首款車型將是介於小型電動 SUV 和緊湊型電動 SUV 之間。</p>
<p>最終，這並不是一筆鉅額現金注入，但值得注意的是，它恰逢蔚來及其投資者試圖通過推出更實惠的車型加速發展的時機。蔚來更實惠的子品牌在市場上的表現將對其未來的銷售和收入增長至關重要。公司將面臨中國國內市場激烈的定價競爭，但這也是一個有價值的市場，7 月份新乘用車銷量中有 51% 是電動車。這次現金注入對於蔚來投資者來説是一個重要轉折點上的又一好消息。</p>

蔚來-SW

蔚來汽車

<p>最近，蔚來汽車的股價大漲超過 65%，得益於中國政府的刺激措施以及其推出的價格實惠的 Onvo 品牌。該公司宣佈從戰略投資者獲得約 9 億美元的現金注入，將其對蔚來中國的控股權增至 88.3%。這筆資金將支持蔚來的多品牌戰略和拓展新市場。此舉與 L60 SUV 的推出以及即將推出的 Firefly 品牌的發佈時間相吻合，對於蔚來在中國電動車市場競爭激烈的定價環境中實現增長至關重要</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>蔚來（NIO 2.56%）過去一個月對投資者來説是一次有趣的旅程，因為其股價上漲超過 65%。它有一些利好消息，包括中國政府的刺激計劃，其新推出的更實惠的 Onvo 品牌正在交付車輛，以及公司正在獲得更多投資。讓我們深入瞭解一下。</p>
</div><h2>What's going on?</h2>
<div class="lb-trans"><h2>發生了什麼？</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>上週末，蔚來宣佈獲得了 19 億美元的現金注入，但實際情況比看起來更復雜。總部位於上海的戰略投資者，包括合肥建恆新能源汽車投資基金合夥企業、安徽省新興產業投資有限公司和中金資本等，已同意向其子公司蔚來中國投資 33 億元人民幣，約合 4.706 億美元。</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>蔚來還同意投資 100 億元人民幣，約合 14.3 億美元，現金認購蔚來中國新發行股份。這將使蔚來持有蔚來中國的 88.3% 控股權，而戰略投資者和現有股東持有蔚來中國剩餘 11.7% 的股權。蔚來和戰略投資者將分兩期將資金注入蔚來中國，其中 70% 將於 2024 年 11 月前支付，剩餘 30% 將於 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>根據蔚來的新聞稿，&#34;憑藉增強的資產負債表，蔚來在技術、產品、服務和用户社區方面具有戰略優勢，推動其多品牌戰略，拓展更廣泛的市場，並將公司推向可持續增長的下一個階段。&#34;</p>
</div><h2>Timing matters</h2>
<div class="lb-trans"><h2>時間很重要</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>這次現金注入對蔚來來説是一個絕佳時機。股價已經受益於中國政府的刺激計劃。由於中國經濟從未完全恢復自新冠疫情後，隨後又受到巨大的房地產市場下滑和消費者支出放緩的影響，中國決定降低基準七天利率，並減少銀行需要持有的準備金。</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>這筆現金注入不僅恰逢中國刺激計劃之際，而且正值蔚來開始擴大其更實惠的 ONVO 車型系列之際。首款車型 L60 SUV 剛剛開始交付。更重要的是，蔚來承諾，現在訂購 L60 的客户將在今年內交付，指出之前的瓶頸正在迅速解決。</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>蔚來並不只停留在增加一個品牌，蔚來的第三個品牌，內部代號為&#34;螢火蟲&#34;，預計也將於今年晚些時候推出，首款車型將是介於小型電動 SUV 和緊湊型電動 SUV 之間。</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>最終，這並不是一筆鉅額現金注入，但值得注意的是，它恰逢蔚來及其投資者試圖通過推出更實惠的車型加速發展的時機。蔚來更實惠的子品牌在市場上的表現將對其未來的銷售和收入增長至關重要。公司將面臨中國國內市場激烈的定價競爭，但這也是一個有價值的市場，7 月份新乘用車銷量中有 51% 是電動車。這次現金注入對於蔚來投資者來説是一個重要轉折點上的又一好消息。</p>
</div>

More Good News for Nio Investors

- Nio 宣佈獲得 19 億美元現金注入，增強其在 Nio China 的控股權至 88.3%。  
- 此次資金注入與中國政府的刺激政策相輔相成，助力 Nio 擴展更實惠的 ONVO 車型。  
- Nio 面臨激烈的市場競爭，但電動車銷售佔比高達 51%，未來增長潛力巨大。  

更多好消息傳遞給 Nio 投資者