rg I P 10 te 0 ra 当地时间 8 月 14 日，萤火虫在欧洲开启交付，率先落地挪威、荷兰市场，后续将进军欧洲其他地区。 据汽车像素报道，蔚来将在近期发布"特别版"的萤火虫，时间点大概率会是今年9月的Nio Day上，与第三代蔚来ES8的上市同步。该版本基于欧洲版萤火虫 打造，相较于国内在售的两个版本，这款车的悬架会更硬，方向盘手感更紧实。在舒适度与操控性的天平中，新推出的版本会更偏向操控。外观上，这款车 会补齐现在萤火虫所没有的黑色漆面。价格上，新版本预计会维持之前定位，不会与在售款有太大差别。 ...

全新蔚来ES8于昨晚正式发布并开启预售，新车定位全场景科技旗舰SUV，将于9月下旬上市并交付。 全新ES8搭载自研神玑NX9031芯片+高通8295芯片，配备蔚来神行智享底盘，前后五连杆独立悬架，标配最大行程100mm的双腔空悬+CDC，最小转弯半径 为5.7m。李斌表示，这相当于比宝马X7更大的车却做到比X3小的转弯半径。 新车车长5280mm，轴距3130mm，是目前中国市场尺寸最大的纯电SUV。舱内拥有"同级最大"的6.2平方米面积，前后备箱容量达到777L（后547L，前 230L）。 新车配备三把带腿托的零重力座椅（副驾、二排）；七座版车型二排配备可翻折尊享扶手，支持加热。全车配备11个安全气囊，474L体积，同时还拥有全 车智能约束系统。整车拥有31个高性能感知硬件，车顶、两侧共配备3个激光雷达； 六座行政豪华版 配色方面，新车提供极夜黑、云白、南极星蓝、曙光金、星辰绿、星澜灰6种外观配色，以及帕米尔棕、珍珠贝、黛山蓝、苏木红4种内饰配色。 新车搭载蔚来天琴8.1.4.2沉浸声系统，由8组环绕扬声器、1个超低音扬声器、4个天空扬声器、2个头枕扬声器组成，额定功率可达2600W，支持杜比全景 声。 ...

Core Insights - Nio's shares experienced a significant increase following the launch of its new affordable ES8 SUV, highlighting the competitive pricing strategies in the Chinese electric vehicle market [2][3] Company Summary - Nio's U.S.-listed shares rose by 9.27% to close at $5.54, while shares in Hong Kong increased by up to 10% in early trading [2] - The newly launched ES8 SUV is priced at 308,800 yuan ($43,000) under a battery subscription plan, which reduces initial costs and allows for battery upgrades through a monthly fee [2] - Deliveries of the ES8 are expected to commence in late September [2] Industry Context - The introduction of the ES8 is part of Nio's strategy to compete in a market where other manufacturers are offering similar features at lower prices [3] - Nio has historically focused on the high-end market but is now expanding its offerings with two new brands: Onvo, targeting the mass market, and Firefly, aimed at young urban consumers [3] - The stock surge is attributed to market expectations of strong new orders for the ES8 and the recently launched Onvo L90 [3]

每经AI快讯，8月22日，部分新能源汽车概念港股走强，截至发稿，小鹏汽车-W(09868.HK)涨9%、蔚 来-SW(09866.HK)涨5%、长城汽车(02333.HK)涨3%。 ...

Core Viewpoint - NIO's CEO Li Bin emphasized that maintaining high prices would hinder the company's competitiveness in the market, stating that the most important aspect is for NIO to survive [1] Group 1: Pricing Strategy - Li Bin indicated that the cost of the new ES8 is significantly lower than that of the previous model, yet it still maintains a profit margin at the current price [1] - The company is facing pressure to adjust its pricing strategy to remain competitive in the electric vehicle market [1] Group 2: Company Survival - Li Bin reiterated that the priority for NIO is to ensure its survival in the competitive landscape of the automotive industry [1]

Core Viewpoint - NIO's stock price surged nearly 10% on August 22, stabilizing above HKD 45, indicating strong market confidence in the company's future prospects [1] Company Insights - NIO's founder and CEO, Li Bin, stated that 2025 will mark a turning point where the benefits of pure electric technology will outweigh the inconveniences of charging [1] - The market is witnessing a significant increase in sales of pure electric large three-row SUVs, surpassing hybrid and fuel models, indicating a shift towards electric vehicles [1] - NIO's new ES8 has received more pre-orders than the Lido L90, showcasing strong demand for their latest models [1] Product Highlights - The Lido L90, priced from CNY 265,800, is a family-oriented large three-row SUV that utilizes NIO's decade-long focus on pure electric technology [1] - The battery-as-a-service (BaaS) model allows customers to purchase the Lido L90 starting at CNY 179,800, making it more accessible [1] - Since August 1, NIO has delivered over 7,000 units of the Lido L90, ranking it among the top three in large SUV sales [1]

Core Viewpoint - NIO's stock opened nearly 10% higher on August 22, indicating strong market confidence in the company's future prospects, particularly in the electric SUV segment [1] Group 1: Market Trends - 2025 is projected to be a turning point where the benefits of pure electric technology will outweigh the inconveniences of charging, as indicated by increasing market data [1] - The market is witnessing a surge in sales of pure electric large three-row SUVs, which are growing at a rate significantly faster than extended-range, plug-in hybrid, and fuel vehicles [1] Group 2: Product Launch - NIO's new flagship SUV, the ES8, has been announced for pre-sale, with prices starting at 416,800 yuan for the six/seven-seat luxury version and 308,800 yuan for the battery-as-a-service (BaaS) option [1] - The ES8 will officially launch and begin deliveries in late September [1]

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]

8月22日，在全新ES8媒体沟通会上，蔚来创始人李斌就产品定价问题作出回应。他指出，如果全新ES8 持续采取高价策略，将难以在激烈的市场竞争中保持优势。李斌表示，得益于技术研发带来的成本降 低，新款ES8的生产成本较老款显著降低，目前定价仍可维持一定的毛利率。针对新款ES8价格可能对 老车主造成"背刺"，他引用了一位老车主的观点，强调"蔚来活下去是最重要的"。 免责声明：本文观点仅代表作者本人，供参考、交流，不构成任何建议。 经观汽车 ...

Core Viewpoint - The Hong Kong stock market showed positive performance with the Hang Seng Index rising by 0.32% and the Hang Seng Tech Index increasing by 1.61% on August 22, indicating a favorable market sentiment towards technology and semiconductor sectors [1] Sector Performance - Semiconductor products and equipment, as well as the automotive sector, experienced significant gains, leading the market [1] - Notable gainers included Hua Hong Semiconductor, which rose over 11%, XPeng Motors and ZTE Corporation both increased by over 10%, NIO saw an increase of over 7%, SMIC rose by over 6%, and China National Pharmaceutical Group gained over 5% [1] Decliners - The passenger airline companies and home goods sectors faced declines, with Jiuxing Holdings and WanGuo Gold Group both dropping by over 7% [1]