专题：蔚来公司李斌、秦力洪媒体会 8月22日，蔚来汽车创始人李斌在全新ES8见面会上，谈到新车定价时表示，今天能定这个价格，是基 于蔚来在创新技术、研发投入、管理提效，供应链策略，方方面面综合能力的体现。 所以，李斌表示，第三代ES8从出生的时候他就在那个位置，就是四十多万的大三排SUV。 "所以简单来讲，全新ES8在立项的时候，他的使命就是要去修正这样一个错误，回到它应该有的位 置，回到舒服的定价区间，是比较合理的一个区间。"他说。 昨日晚间，全新第三代蔚来ES8正式开启预售，共推出3款车型，6座行政豪华版，6座行政签名版和7座 行政豪华版。 "并不是说今天只是为了市场的竞争去做这个事情。也是因为可以从成本结构上，并不是去低于成本去 做这个事，并不是说牺牲毛利率去做这个事情。"他说。 对于以前是不是成本太高的问题，李斌表示，也无法穿越回去了。 他直言，要做又创新成本又可控的车，这是挑战。如果只是做成本低的车，在中国那么发达成熟供应 链，想做便宜的车还能做出来。但是做一个企业又好，安全性能又高，技术含量又高又能真正领先的智 能电动汽车，确实有挑战，不是一个容易的事情。 对于第二代ES8，李斌直言，确实犯了一些 ...

专题：蔚来公司李斌、秦力洪媒体会 8月22日，蔚来汽车创始人李斌在全新ES8见面会上，谈到新车定价时表示，今天能定这个价格，是基 于蔚来在创新技术、研发投入、管理提效，供应链策略，方方面面综合能力的体现。 "并不是说今天只是为了市场的竞争去做这个事情。也是因为可以从成本结构上，并不是去低于成本去 做这个事，并不是说牺牲毛利率去做这个事情。"他说。 对于以前是不是成本太高的问题，李斌表示，也无法穿越回去了。 他直言，要做又创新成本又可控的车，这是挑战。如果只是做成本低的车，在中国那么发达成熟供应 链，想做便宜的车还能做出来。但是做一个企业又好，安全性能又高，技术含量又高又能真正领先的智 能电动汽车，确实有挑战，不是一个容易的事情。 对于第二代ES8，李斌直言，确实犯了一些错误，在研发初期未能明确成本定义的问题，导致后续研发 中遇到挑战。 所以，李斌表示，第三代ES8从出生的时候他就在那个位置，就是四十多万的大三排SUV。 "所以简单来讲，全新ES8在立项的时候，他的使命就是要去修正这样一个错误，回到它应该有的位 置，回到舒服的定价区间，是比较合理的一个区间。"他说。 昨日晚间，全新第三代蔚来ES8正式开启预售， ...

Core Insights - NIO's founder Li Bin acknowledged that the 60 billion RMB investment in R&D may not be entirely efficient, as the true value of projects can only be assessed post-launch [1] - The R&D budget is allocated primarily to foundational technologies, core components, and specific vehicle models, which includes software applications [1] - The company emphasizes the importance of setting long-term return targets and conducting ROI assessments for each project to ensure value creation [1] R&D Investment Breakdown - The 60 billion RMB investment is divided into several key areas: foundational technologies, core components like chips and batteries, and vehicle model development [1] - Li Bin highlighted that the investment not only benefits NIO but also has a positive impact on the entire industry, including talent cultivation [1] Project Management and ROI - Since the second half of last year, NIO has implemented ROI closed-loop management for all projects to identify those that create real value for users and revenue for the company [1] - The company will not reduce R&D return targets or scope but aims to improve efficiency to achieve better results with less financial input [1]

Core Insights - NIO's founder Li Bin acknowledged that the 60 billion RMB investment in R&D may not be entirely efficient, as the true value of projects can only be assessed post-launch [1] - The R&D budget is allocated to foundational technologies, core components, and specific vehicle models, which includes software applications and advanced driver-assistance systems [1] - The company emphasizes the importance of setting return targets and evaluating return periods based on different types of R&D, advocating for long-term ROI assessments [1] R&D Investment Breakdown - The 60 billion RMB investment is primarily focused on three areas: foundational technologies, core components like chips and batteries, and vehicle model development [1] - Li Bin highlighted that the investment not only benefits NIO but also has a positive impact on the entire industry, including talent cultivation [1] Project Management and ROI - Since the second half of last year, NIO has implemented ROI closed-loop management for every project to identify those that create real value for users and generate profits for the company [1] - The company will not reduce R&D return targets or scope but aims to improve efficiency to achieve better product development outcomes with less financial input [1]

Core Insights - NIO's founder Li Bin acknowledged that the 60 billion RMB investment in R&D may not be entirely efficient, as the true value of projects can only be assessed post-launch [1] - The R&D budget is allocated primarily to foundational technologies, core components, and specific vehicle models, including software applications [1] - NIO has implemented ROI closed-loop management for all projects since last year, focusing on identifying projects that create real value for users and revenue for the company [1] R&D Investment Breakdown - The 60 billion RMB investment is divided into several key areas: foundational technology, core components (like chips and batteries), and vehicle model development [1] - Li Bin emphasized the importance of setting return targets and evaluation periods based on different types of R&D, advocating for long-term assessments rather than short-term returns [1] Project Management Approach - NIO will not reduce R&D return targets or scope but aims to improve efficiency to achieve better product development outcomes with less financial input [1] - Each project must undergo a financial assessment to ensure clarity on ROI, with a focus on accountability and value creation [1]

Group 1 - The core viewpoint of the news highlights a significant rise in Chinese electric vehicle (EV) stocks, particularly Xpeng Motors, NIO, and Li Auto, following strong performance in the US market [1] - Xpeng Motors saw a notable increase of over 13%, while NIO rose by over 10%, and Li Auto increased by over 1% [2] - Xpeng Motors announced that its co-founder and CEO, He Xiaopeng, purchased 3.1 million Class A ordinary shares at an average price of HKD 80.49 per share [1] Group 2 - NIO launched the pre-sale of its new ES8 model, with prices starting at CNY 416,800 for the luxury version and CNY 308,800 for the battery-as-a-service (BaaS) option [1] - The new ES8 is set to officially launch and begin deliveries in late September 2025 [1] - Leap Motor reported a total delivery volume of 221,664 vehicles for the first half of 2025, marking a year-on-year increase of 103.8% [1]

格隆汇8月22日丨蔚来汽车CEO李斌今日上午在新款ES8发布媒体沟通会上称，如果蔚来继续保持高 价，很难参与市场竞争。新款ES8现在的成本比那时候(老款ES8)低很多，现在这个价格仍然有毛 利，"蔚来活下去是最重要的"。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Core Insights - NIO's founder Li Bin emphasized the importance of catering to diverse user needs through different brands and product configurations, highlighting the focus on safety and quality across all models [1] Group 1: Brand Positioning - NIO's new ES8, along with the L90 and Firefly models, showcases distinct brand positioning aimed at various customer segments [1] - Each vehicle is designed with high quality and safety as top priorities, ensuring they meet specific user requirements [1] Group 2: Target Audience - The Firefly model is particularly suited for individual users or small families, while the L60 and L90 models cater to small and large families respectively, addressing daily operational needs [1] - The new ES8 is designed to fulfill all-scenario requirements, balancing business and family use [1] Group 3: Customer Feedback - Li Bin mentioned that the EP9 model is favored by business leaders, indicating a focus on gathering user feedback for continuous improvement [1]

Core Insights - NIO's founder Li Bin emphasized the importance of catering to diverse user needs through different brands and product configurations, highlighting the company's focus on high quality and safety across all models [1] Group 1: Brand Positioning - NIO's new ES8, along with the L90 and Firefly models, showcases distinct brand positioning aimed at various customer segments [1] - Each vehicle is designed with specific use cases in mind, such as the Firefly for individual use and the L60 and L90 for small and large families respectively [1] Group 2: Product Features - The new ES8 is designed to meet all scenario needs, promoting a balance between business and family use [1] - The EP9 model is highlighted as a favorite among business leaders, indicating its appeal in the luxury segment [1]

Core Viewpoint - NIO's CEO Li Bin emphasized the importance of competitive pricing for the new ES8 model, stating that maintaining high prices would hinder market participation and survival is the top priority for the company [1] Group 1: Pricing Strategy - The new ES8 is priced lower than its predecessor, with significantly reduced costs, while still maintaining a profit margin [1] - Li Bin indicated that the current pricing strategy is essential for NIO to remain competitive in the market [1] Group 2: Company Survival - The CEO highlighted that the most critical factor for NIO is to ensure the company's survival in a competitive landscape [1]