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. The new ES8 has significantly lower costs compared to the previous model, and it still generates a profit margin at the current price, highlighting the priority of the company's survival [3]. Group 1 - NIO's new ES8 model is priced competitively to enhance market participation [3]. - The production cost of the new ES8 is much lower than that of the old model [3]. - The current pricing of the new ES8 still allows for a profit margin [3].

8月22日上午，蔚来CEO李斌在新款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"。 （文章来源：第一财经） ...

Core Viewpoint - NIO's new ES8 model has begun large-scale production, with nearly 400 show cars available in stores across the country since August 20 [1] Group 1: Production and Delivery - The ES8 is being produced at a brand new factory, which presents challenges in terms of preparation for the new product and facility [1] - NIO expresses confidence in meeting delivery timelines, as there is still over a month before the official launch and delivery [1] - The company is preparing sufficient production capacity to ensure that the delivery speed remains high after the vehicle's release [1]

Core Insights - NIO's founder Li Bin emphasized the importance of making pricing decisions that benefit the company, acknowledging that it may not satisfy all existing users [1] - The company has launched the third-generation ES8 for pre-sale, with three models available, indicating a strategic move to cater to different market segments [1][2] Pricing Strategy - The pricing for the new models is set at 416,800 yuan for both the 6-seat Executive Luxury and 7-seat Executive Luxury versions, while the 6-seat Executive Signature version is priced at 456,800 yuan [2] - For customers opting for battery rental, the starting prices are 308,800 yuan and 348,800 yuan respectively [2] - The new models are expected to officially launch and begin deliveries in late September 2025 [2] Customer Engagement - Li Bin expressed gratitude towards loyal users, acknowledging their support while also recognizing the challenges in balancing user satisfaction with company sustainability [1] - The company aims to fulfill its responsibility to its 800,000 users, even if it cannot meet every individual's expectations [1]

谈及用户如何在这两个产品之间做选择，秦力洪坦言，首先看自己需要什么车。"如果就平时家里用， 乐道L90已经非常好了。如果还有一些社交商务的场合，需要让自己具备不一样的社会属性标签，那么 毫无疑问ES8是一个更好的选择。" 责任编辑：李昂 8月22日，在蔚来全新ES8媒体见面会上，蔚来汽车联合创始人秦力洪表示，蔚来品牌除了物理功能之 外，在材质设计和情感价值上都有更多的高端追求。 他指出，乐道L90和蔚来ES8在物理功能上很多是可比的，尺寸、座位数、功能，但是乐道把所有的功 能满足好，给用户带来无可挑剔的选择。而从豪华感、科技感等方面，ES8的整体成本可能更高一些， 这就是两个品牌的区别。 ...

每经AI快讯，8月22日，蔚来-SW(09866.HK)涨超9%，截至发稿，涨9.66%，报45.16港元，成交额1.19 亿港元。 （文章来源：每日经济新闻） ...

Core Insights - NIO's founder Li Bin emphasized the importance of pricing strategy for the new ES8 model, indicating that the pricing is set with profit margins in mind [1] - Li Bin acknowledged the emotional impact of pricing decisions on existing users but stressed the necessity of making choices that benefit the company as a whole [1] - The new third-generation NIO ES8 has officially started pre-sales, offering three models with varying configurations [1][2] Pricing Details - The 6-seat Executive Luxury version and the 7-seat Executive Luxury version are priced at 416,800 yuan, while the battery rental option starts at 308,800 yuan [2] - The 6-seat Executive Signature version is priced at 456,800 yuan, with the battery rental option starting at 348,800 yuan [2] - The new models are expected to officially launch and begin deliveries in late September 2025 [2]

Core Viewpoint - NIO has officially launched the new ES8, positioning it as a flagship all-scenario technology SUV with a starting pre-sale price of 416,800 yuan for the vehicle and 308,800 yuan for battery rental, set to be delivered in mid-September [1] Design and Dimensions - The new ES8 features an extended body length of 5280mm and a wheelbase of 3130mm, with increases in width and height by 21mm and 50mm respectively, enhancing its imposing presence [3] - The front design retains the family-style Shark Nose, while the upgraded Double-Dash dual-layer daytime running lights provide a more exquisite visual experience [3] Interior and Comfort - The interior adopts a wrap-around cockpit layout with a maximum soft covering area of 52 square meters, achieving 100% coverage of main contact surfaces [7] - Equipped with a 48-inch Skyline screen and a 15.6-inch AMOLED central control screen, along with a 21.4-inch mini-LED rear screen, the audio-visual experience is enhanced by a Dolby Atmos sound system with 27 speakers and 2600W power [7] Seating Experience - The 6-seat version features three zero-gravity seats, including a queen seat for the front passenger and two in the second row, providing exceptional comfort [9] - The third-row seats can recline to a 130º angle, and the vehicle includes the largest smart dimming privacy windows in its class [9] Performance and Powertrain - The ES8 is powered by NIO's latest 900V high-voltage architecture, standard with a 102kWh battery and dual motors producing 520kW and 700N·m of torque, achieving 0-100 km/h in just 3.97 seconds [11] - The vehicle features aerodynamic optimizations with a drag coefficient as low as 0.259 and a CLTC range of 635 kilometers [11] Intelligent Features - The vehicle incorporates a central integrated architecture with self-developed AI driving chips and a comprehensive operating system, enabling unified management of various smart applications [13] - The AQUILA system includes 31 high-performance sensors for 360-degree perception, enhancing safety and ease of driving [15] Safety Standards - The ES8 meets over 72 collision verification standards, exceeding global five-star safety ratings, and includes a unique driver restraint system for tailored safety [18] - The vehicle has achieved cumulative sales of 93,000 units since its initial launch, making it the best-selling high-end electric large SUV in China [18]

蔚来-SW(09866)涨超9%，截至发稿，涨9.66%，报45.16港元，成交额1.19亿港元。 消息面上，8月21日晚，蔚来全新ES8产品技术发布会在成都举行。蔚来董事长李斌现场公布新款ES8预 售价，整车购买预售价41.68万元起，电池租用方式购买预售价30.88万元起。全新ES8将于2025年9月下 旬上市交付。 申万宏源近期指出，蔚来新品牌乐道推出的L90车型，凭借26.58万元(BaaS方案下为17.98万元)的起售价 获得了积极的市场反应。该行认为乐道品牌对于蔚来平衡销量与盈利具有重要的战略意义，有望改变主 品牌此前高定价下难以实现持续高销量的局面。随着乐道与萤火虫两大新品牌旗下车型销量的逐步爬 升，预计蔚来的整体盈利模型将因规模效应得到显著改善。 ...

隔夜美股中概股新能源汽车股大涨，带动港股汽车股集体走强，尤其是小鹏汽车大涨超13%表现最佳， 蔚来汽车大涨超10%紧随其后，零跑汽车涨近4%，长城汽车、比亚迪股份、理想汽车涨超1%。 消息上，小鹏汽车公告，公司联合创始人、执行董事、董事长、首席执行官兼控股股东何小鹏于2025年 8月20日至2025年8月21日通过全资拥有的Galaxy Dynasty Limited在公开市场购买了310万股A类普通 股，平均价为每股A类普通股80.49港元。 蔚来全新ES8预售发布。行政豪华版六座/七座预售价为416,800元起，采用BaaS电池租用方式购买，预 售价为308,800元起。全新ES8将于2025年9月下旬正式上市并开启交付。 零跑汽车2025H1总交付量达221,664辆，同比增长103.8%。2025年7月，公司交付量再次突破新高，达 到50,129辆，连续5个月位居新势力销量榜首。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 09868 | 小鹏汽车-W | 91.800 | 13.47% | | 09866 | 蔚来-SW | ...