据悉，该车长宽高4003*1781*1557mm，轴距2615mm，配备标准续航42kWh电池，CLTC综合续航里程 420km。 该车配备92L前备箱，后座翻折后连成超大纯平空间超1250L。该车车身结构高强度钢与铝合金材料使 用占比高达83.4%，配备9个安全气囊。 凤凰网科技讯 8月25日，蔚来旗下纯电小车萤火虫宣布推出"游牧美拉德"特别版，外观采用低饱和度色 系，配有专属拉花、光轨多幅合金轮圈，限量333台。选择BaaS电池租用服务9.38万元，399元/月。 ...

8月25日，港股新能源汽车板块盘初拉升，蔚来涨超10%，华晨中国、广汽集团涨超6%，中国中车、吉 利汽车、比亚迪股份跟涨。（新浪财经） ...

凤凰网科技讯 8月25日，蔚来宣布，NIODay2025将于9月下旬在杭州正式举办，全新ES8也将正式上 市。 据了解，全新蔚来ES8现已开启预售，新车定位全场景科技旗舰SUV，也是当前中国市场尺寸最大的纯 电SUV。 价格方面，六座行政豪华版：41.68万元起，租电方案30.88万元起。六座行政签名版：45.68万元起，租 电方案34.88万元起。七座行政豪华版：41.68万元起，租电方案30.88万元起。 蔚来联合创始人秦力洪在全新ES8媒体见面会上表示，从发布会结束后，同样时间段内，全新ES8订单 数量是多于上个月发布的乐道L90。 ...

Core Viewpoint - NIO has officially launched the new ES8 and started pre-sales, resulting in significant stock price increases in both US and Hong Kong markets, with a total market capitalization of approximately $14.1 billion (about 100.9 billion RMB) [1] Group 1: Product Launch and Market Reaction - The new ES8 has a starting price that is nearly 100,000 RMB lower than the previous generation, yet the CEO claims that the gross margin will not be lower than that of the second generation ES8 [1] - Following the product launch, NIO's stock price surged by 9.27% on August 21, 11.12% on August 22 in Hong Kong, and an additional 14.44% thereafter [1] Group 2: Financial Performance and Cost Management - In Q1, NIO reported a vehicle gross margin of 10%, which is significantly lower compared to competitors like Li Auto, Xpeng, and Leap Motor [3] - The company is focusing on cost reduction through supply chain management, economies of scale, and R&D cost savings [3] - NIO's revenue for Q1 was 12.035 billion RMB, a year-on-year increase of 21.46%, but the net loss expanded by 31.06% to 6.891 billion RMB [6] Group 3: Strategic Reflections and Future Outlook - CEO Li Bin acknowledged past pricing strategy mistakes and emphasized the importance of sustainable business practices over catering to existing customers' feelings [5] - NIO has initiated a comprehensive cost control and management efficiency program since Q1, referred to as "organizational transformation focused on user value creation" [6] - The company has provided optimistic guidance for Q2, expecting total deliveries between 72,000 and 75,000 units, representing a year-on-year growth of 25.5% to 30.7% [6]

Group 1 - NIO's Hong Kong stock surged in the afternoon, with an increase of 18%, and has risen nearly 40% over the past three trading days, with a trading volume exceeding 1.1 billion HKD [1] - NIO's Chairman Li Bin responded to the pricing strategy for the new ES8, stating that the new model has three versions with a starting pre-sale price of 416,800 RMB, which is a decrease of 111,200 RMB compared to the second-generation ES8 [2][3] - Li Bin acknowledged that the pricing decision would impact existing users but emphasized that the company needed to adjust its strategy to remain competitive in the market [2] Group 2 - The new ES8 is set to officially launch and begin deliveries in late September, with a starting price of 308,800 RMB for those opting for battery rental [3] - The starting price of the new ES8 is lower than the previously expected market price of 500,000 RMB [3]

Core Viewpoint - NIO has launched the new ES8, which has led to significant stock price increases, with a total market value of approximately $14.1 billion (around 100.9 billion RMB) as of the latest report, marking a return to a market cap of over 100 billion RMB since last October [2] Group 1: Product Launch and Market Response - The new ES8 is priced nearly 100,000 RMB lower than the previous generation, yet CEO Li Bin claims that the gross margin will not be lower than that of the second-generation ES8 [2][3] - Following the product launch, NIO's stock surged by 9.27% on August 21, 11.12% on August 22 in Hong Kong, and an additional 14.44% in the U.S. [2] Group 2: Cost Management Strategies - Li Bin outlined three methods for cost reduction: supply chain optimization, economies of scale, and R&D cost reduction [3] - The company is focusing on R&D cost savings, highlighting the cost efficiency of the Shenji chip and the 900V rear electric drive system, which can be utilized across multiple models [3][4] Group 3: Pricing Strategy Reflection - Li Bin acknowledged past pricing mistakes with the second-generation ES8, indicating that the cost structure and product definition were flawed, leading to a lack of competitive products in the high-end market [4] - He emphasized that the pricing strategy is not solely about current market competition but is also based on a sustainable cost structure [3][4] Group 4: Financial Performance and Future Outlook - In Q1, NIO reported revenues of 12.035 billion RMB, a year-on-year increase of 21.46%, but a net loss of 6.891 billion RMB, which widened by 31.06% year-on-year [5] - The company has implemented a comprehensive cost control initiative since Q1, referred to as an "organizational transformation focused on user value creation" [5] - NIO has provided optimistic guidance for Q2, expecting total deliveries between 72,000 and 75,000 units, representing a year-on-year growth of 25.5% to 30.7% [5] Group 5: Market Perception and Communication - Since the release of the Q1 report, NIO's stock price has increased by 80% as of August 22 [6] - The company is shifting its narrative from "losses" and "burning cash" to emphasizing "controllable costs," "healthy gross margins," and "R&D returns," aligning more closely with traditional automotive financial language [6]

Core Points - NIO Day 2025 is scheduled to be held in late September, with Hangzhou selected as the host city [1] - The all-new ES8 will officially launch at NIO Day 2025 [1]

#蔚来总市值重返千亿#【#蔚来告别烧钱叙事#，千亿蔚来如何回归基本面？】近日，蔚来全新ES8正式 发布并开启预售。21日产品发布后，美股大涨9.27%，8月22日港股收涨11.12%，美股再涨14.44%。截 至发稿时，公司总市值141亿美元（约1009亿元人民币），在去年10月后的近一年内，重返千亿市值。 和第二代ES8价格相比，全新ES8价格的起售价格下探了近10万元。但蔚来董事长、CEO李斌在此后的 媒体沟通会上表示，和第二代产品相比，全新ES8的毛利率并不低于二代ES8。李斌对第一财经表示， 在新势力车企日趋激烈的淘汰赛中，蔚来的研发投入已经到了必须持续赋能利润表的关键时刻。 ...

Core Viewpoint - NIO has launched the new ES8, which has led to significant stock price increases in both US and Hong Kong markets, with a total market capitalization reaching approximately $14.1 billion (around 100.9 billion RMB) [1] Group 1: Product Launch and Market Reaction - The new ES8 has a starting price that is nearly 100,000 RMB lower than the previous generation, yet the CEO claims that the gross margin will not be lower than that of the second generation ES8 [1] - Following the product launch, NIO's stock price surged by 9.27% on August 21, 11.12% on August 22 in Hong Kong, and an additional 14.44% in the US [1] Group 2: Cost Management Strategies - NIO's gross margin for vehicles was reported at 10% in Q1, which is lower compared to competitors like Li Auto, Xpeng, and Leap Motor [2] - The CEO outlined three main strategies for cost reduction: supply chain optimization, economies of scale, and R&D cost reduction [2] - The CEO emphasized that while supply chain cost reduction is important, R&D cost reduction may be even more critical, citing examples like the Shenji chip and the 900V rear drive system [2] Group 3: Pricing Strategy Reflection - The CEO acknowledged past pricing mistakes with the second generation ES8, indicating that the cost structure and product definition were flawed [3] - He noted that the significant price difference between the first and second generation ES8 may have left a gap in the high-end market segment [3] Group 4: Financial Performance and Future Outlook - In Q1, NIO reported revenues of 12.035 billion RMB, a year-on-year increase of 21.46%, but also a net loss of 6.891 billion RMB, which widened by 31.06% year-on-year [4] - NIO has implemented a comprehensive cost control initiative since Q1, referred to as an "organizational transformation focused on user value creation" [4] - For Q2, NIO provided optimistic guidance, expecting total deliveries between 72,000 and 75,000 units, representing a year-on-year growth of 25.5% to 30.7% [4] Group 5: Stock Performance - Following the Q1 earnings report, NIO's stock price increased by 80% by August 22 [5] Group 6: Financial Communication Strategy - NIO is shifting its narrative from "losses" and "burning cash" to emphasizing "controllable costs," "healthy gross margins," and "R&D returns," aligning more closely with traditional automotive financial language [6] - The CEO noted that the company has experienced various cycles in the capital market, but ultimately, investors focus on the company's fundamentals [6]

Group 1 - NIO Day 2025 is scheduled to be held in late September, with Hangzhou selected as the host city [1] - The new ES8 model will officially launch during NIO Day 2025 [1]