Core Insights - The founder of NIO, Li Bin, acknowledged that while the new ES8 incorporates many advanced technologies, the cost remains high due to insufficient scale during its initial launch [1] - Li Bin emphasized the rapid iteration in the electric vehicle market, indicating that the pricing strategy could negatively impact existing users, which poses a significant challenge for NIO [1] - Feedback from long-time users has been supportive, with many expressing that the survival of NIO is more important than their individual concerns, highlighting a strong community sentiment [1] Pricing Strategy - The pre-sale price of the new ES8 was determined after considering various factors, and while it includes a profit margin, the margin is not substantial [1] - The company faced internal conflict regarding pricing, understanding that it may hurt some existing customers, but ultimately decided to prioritize the company's sustainability [1] User Sentiment - Li Bin expressed gratitude for the support from long-term users, noting their understanding of the company's need to make tough decisions for its survival [1] - The emotional connection between the company and its users is evident, as many users prioritize the company's longevity over personal grievances regarding pricing [1]

Core Viewpoint - NIO's founder Li Bin emphasized that the new ES8 has reduced aluminum content, but this does not compromise its strength and safety [1] Group 1: Cost Reduction Strategies - The new ES8 utilizes a company-wide electric drive system, which helps lower shared costs across various models [1] - Li Bin outlined several methods for cost reduction in R&D, including negotiating with supply chain partners, increasing platform reuse through scale, and strategic R&D investments [1] - The R&D expenses are reflected in current costs, which may have contributed to the company's losses in previous years, but these investments are expected to yield benefits in various aspects today [1] Group 2: Technological Innovation - Li Bin noted that cost reductions in R&D are not limited to chips and intelligent systems but also extend to high-perception platforms [1] - He mentioned that the previous lack of technological innovation was due to the rapid pace of the industry rather than a deficiency in their vehicles [1]

所以，在李斌看来，最终要做的事情还是要线下评估。"产品力在这、体验在这，再去决定，更多的是 这种要面对面的交流。传播上每次都说自己怎么样，说多了别人觉得你吹牛，我觉得更多的还是实 干。" 责任编辑：李昂 专题：蔚来公司李斌、秦力洪媒体会 8月22日，在蔚来全新ES8媒体见面会上， 蔚来汽车创始人李斌表示，最近蔚来一线的团队也做了很多 的调整。从营销的打法上来讲，要通过更多的线下面对面的交流和上门体验，让大家能体验起来。 "例如，通过你去给他做了一个体验，他对企业的印象就会有所改变。如果他只是凭自己的感受去做决 策，那对我们来说肯定是不利的。有很多人会说，你亏了那么多钱，那么经营是不是不太用心，是不是 花了很多冤枉钱？他会有很多这种内心里面这样的一些思考。" ...

Core Viewpoint - The recent departure of Si Tiange, the head of the technology department at Meituan, has raised questions about the company's internal dynamics and future technological direction [1] Group 1 - Si Tiange has recently left Meituan, with his future plans currently unknown [1] - He was a key member of Meituan's technology team, indicating his significant role within the company [1] - The internal communication app at Meituan has shown his departure status as "dx" [1]

Core Viewpoint - NIO's co-founder and president, Qin Lihong, expressed confidence that pure electric vehicles will increasingly replace other energy forms in the SUV market, emphasizing the importance of market feedback in this transition [1]. Group 1 - The company is prepared for the market's response regarding the adoption of pure electric vehicles [1]. - Qin Lihong believes that the new ES8 and other products will foster mutual learning and competition within the industry [1].

Core Viewpoint - NIO's founder Li Bin highlighted that many existing users are purchasing additional vehicles, suggesting a strategy of buying new cars before selling old ones to maximize value during new model launches [1] Group 1: User Behavior and Recommendations - Li Bin noted that it is reasonable for users to consider purchasing additional vehicles instead of selling their current ones immediately, as this can be financially beneficial [1] - He emphasized that the launch of new models can disrupt the value of existing vehicles, which is a known phenomenon in the industry [1] - Users with sufficient space for additional vehicles may not incur losses from holding onto their current cars before making a new purchase [1] Group 2: Market Dynamics - The discussion reflects a broader industry understanding that new car launches can affect the market value of older models [1] - Li Bin's comments suggest that users should be strategic about timing their vehicle sales in relation to new model releases [1]

Core Viewpoint - NIO's competitive advantage lies in its systemic strengths rather than isolated innovations, emphasizing the importance of a comprehensive approach to its battery swapping and charging infrastructure [1] Group 1: Competitive Strategy - NIO's co-founder and president, Qin Lihong, highlighted the importance of learning from peers and adapting successful practices within the industry [1] - The company views its journey as a marathon, focusing on maintaining a competitive edge and avoiding being left behind by continuous innovation [1] Group 2: Operational Efficiency - NIO has been working on improving efficiency from last year to this year, indicating that the best decisions are often made during challenging times [1] - The company aims to maintain a state of urgency and pressure within its team to avoid complacency and unnecessary spending [1]

Group 1 - The founder of NIO, Li Bin, emphasized the company's spirit of "dare to think and act" during the launch event of the new ES8, reflecting the aspirations of many NIO users [1] - The third-generation NIO ES8 has officially started pre-sales, offering three models: a 6-seat luxury version, a 6-seat signature version, and a 7-seat luxury version [3] - The pre-sale prices for the 6-seat luxury version and the 7-seat luxury version are both set at 416,800 yuan, while the battery rental option starts at 308,800 yuan; the 6-seat signature version is priced at 456,800 yuan, with the battery rental option starting at 348,800 yuan [3]

【#李斌称蔚来锚定BBA售价区间#】8月22日，在蔚来全新ES8媒体见面会上，蔚来汽车创始人李斌表 示，高端品牌要有合理的价格区间。李斌坦言，蔚来锚定的定价区间就是奔驰宝马奥迪的平均售价区 间，现在蔚来的市场终端零售价，和BBA相比是偏上的。例如全新ES8的定价，在最后加权平均以后， 其价格也是在市场中偏上的水平。#李斌称20万的车不可能什么都有##李斌回应背刺老车主# 在他看来，全新ES8回到了蔚来作为一个高端品牌的合理、合适、舒服的定价区间，这是一个归位。和 超跑品牌不同，蔚来作为一个走量的高端品牌，还是应该让它在一个合理定价区间中。 提及第一代ES8的408000元的起售价，李斌谈到，"有朋友说，在当年，作为中国品牌我们胆子也太大 了。但是我们非常非常感谢，在当时还是有很多有创新引领精神的用户选择了ES8，选择支持蔚来。所 以我们今天其实只是延续我们在17年18年就已经开始在走的路，还在路的方向上，并没有变化。"（新 浪科技） ...

Core Viewpoint - NIO is recognized as a high-end brand, with consensus among consumers regarding its premium positioning, despite some perceptions of high pricing [1] Group 1: Brand Positioning - NIO's founder, Li Bin, emphasizes that the brand is perceived as high-end due to its design, technological content, safety, and service quality [1] - The company aims to position itself within the price range of traditional luxury brands such as BMW, Benz, and Audi (BBA) [1] Group 2: Brand Characteristics - Li Bin defines a high-end brand as one that embodies innovation and originality, along with providing exceptional service that exceeds customer expectations [1] - Although there is room for improvement in NIO's service, customer satisfaction remains relatively high [1]