牛阿晨
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极氪9月交付辆可能会下滑，未提车的伙伴们请降低下预期；
8155车机芯片供应量有限，8月侧重了新车交付，老车主更换进度与预估更换量有极大差异，为了确保追赶进度，9月会侧重老车主更换，放缓交付进度；本质在于后续版本部分新增功能与8155强关联，老车主换装进度如果持续延后，会对后续ota计划产生影响。
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