4月7日，在蔚来汽车第10万辆量产车下线活动的专访环节，蔚来汽车创始人、董事长李斌表示，江淮蔚来的产能现在每天400台，按每月25个工作日计算，月产能可达到10000台，但受供应链（芯片和电池）影响，现在每月7500台的产能也有压力。李斌预测，芯片短缺情况三季度会有所缓解；100度电池包产能预计6、7月会有缓解。
李斌表示：今年一季度毛利率预期和之前指引相比变化不大。
李斌称NIO品牌自身不会进入大众市场。如果进入大众市场，会使用全新独立品牌。同时，李斌透露，与江淮汽车合资成立的江来制造并非为了打造新品牌，而是将现有的合作模式用新机制加以固化，更加便于供应链的管理。
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