专题：蔚来公司李斌、秦力洪媒体会 责任编辑：李昂 研发怎么降本？李斌指出，降本有几个方法。第一，就是要去跟供应链谈，但是供应链的合作伙伴如果 挣不到钱，就是一种不持续。第二，就是在规模中要增加平台的复用，这个非常重要。第三，就是研发 战略。"因为我们所有的研发会进到当期的费用中去，所以会造成过去几年我们的亏损看起来多一些。 但是这些研发的投入，到今天就会反映在方方面面。" 此外，李斌表示，研发降本不只是体现在芯片和智能系统上，也反映在一些大家能够高感知的平台 上。"不是说我们以前的车没有技术创新，而是那个时候整个行业跑的太快了。" 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，全新ES8的铝含量没有以前高了， 但这并不意味着它的强度和安全性下降。另外，全新ES8应用的是整个公司级别的电驱系统，在很多车 型上都应用，这能够降低很多的分摊成本。此外，技术创新了，芯片也能省很多钱。 ...

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 - NIO's CEO Li Bin emphasized the importance of survival for the company, stating that maintaining high prices would hinder its ability to compete in the market [1] Group 1 - Li Bin mentioned that the cost of the new ES8 is significantly lower than that of the old model, yet it still maintains a profit margin at the current price [1] - The company is prioritizing its sustainability and competitiveness in the market over high pricing strategies [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]

8月22日，蔚来董事长李斌回应全新ES8预售定价时表示："新车预售定价对原有用户的心理会有一定影 响，但为了活下去，我们做了一个对公司整体发展最合理的决定。现有的预售价仍有毛利，如果蔚来继 续保持高价或者更高的毛利率，会很难参与市场竞争。" ...

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]

座舱设计以环抱式布局为核心，"流光三叠"氛围灯采用无主灯漫反射设计，延伸至后备箱区域；Skyline数字天际线与氛围 灯共同打造9大艺境空间主题和16种全动态氛围灯效，其中首发的"银河漫步"主题灵感源自戈壁夜空银河景观。材质方面，车 内软包覆面积达52平方米，主接触面实现100%覆盖；座椅采用Nappa真皮与双线菱格纹组合，搭配"寰宇星轨"金属拉丝音响罩 盖、27.5米缎光饰条及臻选云影真木等配置，提供帕米尔棕、珍珠贝、黛山蓝、苏木红四种内饰主题颜色。 空间实用性上，全新ES8提供六座和七座两种布局，座舱面积达6.2平方米，纵向乘坐空间同级领先。全车总透光面积4.7平 方米，包含1.4平方米同级最大天幕，提升各排乘坐视野。空气悬架支持7秒内降低50mm，二排地台最低380mm，方便乘客进 出。 视听体验方面，新车搭载蔚来天琴8.1.4.2沉浸声系统，含27个扬声器及2600W额定功率，支持杜比全景声，首创"天空中 置"扬声器实现音画同源，配备全球首发的DiracRRM"超境临场"技术。娱乐显示系统包含15.6英寸AMOLED中控横屏和21.4英 寸车规级无蓝光mini-LED天空屏，均支持杜比视界；二排右侧飞 ...

Core Viewpoint - NIO plans to launch a "special edition" of the Firefly model in China, based on the European version, likely coinciding with the Nio Day in September, alongside the third-generation ES8 launch [1] Group 1: Product Strategy - The new Firefly version will feature a stiffer suspension and a tighter steering feel, prioritizing handling over comfort compared to the existing domestic versions [1] - The Firefly is positioned as a global model, with different calibrations for the Chinese and European markets to cater to varying consumer preferences [1][2] - The domestic version emphasizes comfort, while the European version focuses on sharp and responsive handling [1][3] Group 2: Market Performance - The Firefly's sales have shown a gradual increase, with July sales reaching 2,366 units, impacted by production line upgrades [3][4] - In July, the Firefly's sales contributed over one-seventh of NIO's total sales, with initial monthly sales of 3,680 units [3] - The Firefly's weekly sales from August 11 to August 17 were 875 units, marking a 27.9% increase [4] Group 3: Future Prospects - NIO plans to expand the Firefly's market presence in Europe, with deliveries starting in Norway and the Netherlands, and plans to enter six additional countries by 2025 [4] - The production capacity for the Firefly is expected to increase, with a planned daily output of 220 units and a 10% increase next month [4] - The launch of the L90 model has alleviated previous delivery issues for NIO, providing a more stable sales environment for the Firefly [5][6]

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]