Group 1 - NIO's stock opened up by 3.13% on August 13, reaching $4.61 per share, with a total trading volume of $13.1283 million and a market capitalization of $10.44 billion [1] - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] - NIO is a pioneer and leader in the high-end smart electric vehicle market, established in November 2014, with a mission to create a pleasant lifestyle for users [2] Group 2 - NIO aims to build a community starting from smart electric vehicles, sharing joy and growing together with users [2] - The company designs, develops, co-manufactures, and sells high-end smart electric vehicles, driving innovation in autonomous driving, digital technology, electric powertrains, and battery technology [2] - NIO has introduced several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]

8月13日，面对用户"援藏老兵夏小宝时隔19年重走G318回到拉萨"的故事，李斌微博回应：感谢你们 当年的坚守，为这条天路的贯通打下根基。蔚来G318川藏换电路线即将贯通，用户可全程换电到珠峰，电 车穿越天堑成为现实。 据李斌微博透露，Power UP 2025蔚来加电日将于 8 月 16 日正式举办。本次"特别版"的加电日，李斌 将从拉萨自驾前往珠峰大本营，8 月 16 日以直播的方式，驾驶全新ES8为用户考察验收 G318 川藏换电路 线的贯通。 这是继新疆、东北、广东之后，李斌第四次直播考察蔚来在当地的补能网络情况。截至目前，蔚来全 国充换电站数量达到 8159 座，其中包括 3449 座换电站，4710 座充电站，充换电基础设施建设数量行业第 一。 ...

本报讯(记者刘钊)8月13日，蔚来集团董事长李斌在社交平台发布消息称，PowerUP2025蔚来加电日将于 8月16日正式举办。本次"特别版"的加电日，李斌将从拉萨自驾前往珠峰大本营，8月16日以直播的方 式，驾驶全新ES8为用户考察验收G318川藏换电路线的贯通。 截至目前，蔚来集团全国充换电站数量达到8159座，其中包括3449座换电站，4710座充电站，充换电基 础设施建设数量行业第一。 面对用户"援藏老兵夏小宝时隔19年重走G318回到拉萨"的故事，李斌表示，感谢你们当年的坚守，为 这条天路的贯通打下根基。蔚来G318川藏换电路线即将贯通，用户可全程换电到珠峰，电车穿越天堑 成为现实。 ...

本刊记者 牛朝阁 汽车行业素有"得SUV者得天下"的说法，近半个月，两款新发布的SUV就让蔚来和理想的高管纷纷下场，近乎"贴身肉搏"。 i8、L90，口水仗不断 首先登场的是理想汽车于7月29日发布的理想i8，这是一款主打家庭用车场景的六座纯电SUV，发售价为32.18万元起。 两天后，蔚来汽车同样发布了六座纯电SUV乐道L90，主攻家庭用车，起售价为26.58万起。 值得注意的是，在乐道L90上市5天后，上市不满一周的理想i8就更改了原本的售价和配置，从原有的三个版本统一调整为单一配置，并增加少量选装，最 终定价为33.98万元。和此前的售价相比，相当于取消了最低版本配置，Max配置售价下调1万元，Ultra配置下调了2万元。 《中国经济周刊》记者 牛朝阁｜摄 这两款车发布之后，理想汽车和蔚来汽车开启了"互怼"模式。 7月24日晚间，理想汽车副总裁刘杰在微博发布一张截图，图片疑似为一用户试驾理想i8和乐道L90后的评论，称"理想i8就和坐船一样摇摇晃晃，完全没 有蔚来L90稳当"。刘杰对此表示，"i8还没有开始用户试驾""这是黑水军下一个抹黑理想i8的主要方向吗？" 8月7日，面对行业内"蔚来等企业是幕后黑 ...

| NIO 蔚来 | | | | --- | --- | --- | | 4.4704-0.440 -8.96% | | 收盘价 08/12 15:59 美东 | | 4.600 ↑ 0.130 +2.91% | | 盘前价 08/13 04:54 美东 | | 三 7 24 3 8 8 8 8 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 9 8 | | ● 快捷交易 | | 最高价 4.740 | 开盘价 4.740 | 成交量 1.07亿 | | 最低价 4.450 | 昨收价 4.910 | 成交额 4.83亿 | | 平均价 4.533 | 市盈率TM 亏损 | 总市值 100.4亿 (--) | | 振 幅 5.91% | 市盈率(静) 亏损 | 总股本 22.46亿 | | 换手率 6.69% | 市净率 -194.347 | 流通值 71.2亿 | | 52周最高 7.710 | 委 比 -88.60% | 流通股 15.93亿 | | 52周最低 3.020 | 量 比 2.46 | 色 手 1股 ...

Domestic News - The joint statement from the China-US Stockholm Economic and Trade Talks was released, indicating a temporary suspension of tariffs on certain goods for 90 days starting August 12, 2025, while retaining a 10% tariff on the remaining goods [3] - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Bureau issued a policy for personal consumption loan interest subsidies, effective from September 1, 2025, to August 31, 2026, covering various consumer sectors [4] - In July 2025, the industrial producer price index decreased by 0.2% month-on-month, with a year-on-year decline of 3.6%, indicating a narrowing of the decline compared to previous months [5] - Jilin Province is initiating the first batch of talent pool recruitment focused on key industries such as new energy vehicles and artificial intelligence [6] - GAC Group announced the upcoming release of its new "Star Source" range extender technology aimed at addressing the long-standing issues of range-extended electric vehicles [7] - Zeekr and Geely Holding Group announced a patent for anti-motion sickness technology, enhancing the driving experience [8] - NIO's G318 Tibet charging route will be fully operational on August 16, 2025, with 15 battery swap stations along the route [9] - Huawei's Qian Kun intelligent driving system has reportedly avoided over 2.54 million potential collisions as of July 31, 2025 [10] International News - Global electric vehicle sales growth slowed to 21% in July 2025, attributed to a decline in sales momentum for plug-in hybrid vehicles in China [12] - South Korea's car imports increased by 23% in July 2025, with Tesla leading the market [13] - Tesla opened its second showroom in India in New Delhi, alongside a new supercharging station [14] - Mahindra & Mahindra is expanding its operations in South Africa, increasing production capacity to meet demand for economical vehicles [16] Commercial Vehicles - The Ouman Galaxy series heavy trucks were launched in Changchun, with significant market recognition demonstrated by 186 initial orders [17] - The 2025 Wuhan Commercial Vehicle Exhibition is scheduled for November 10-13, 2025, focusing on high-end, intelligent, and green vehicle solutions [18] - JAC's electric pickup truck, the Han Tu EV, was successfully delivered to a Singaporean airline, marking a significant step in the international market [19] - Jiangling Group's vehicle exports to Latin America increased by 32.6% year-on-year, with a total of 36,813 units exported in the first seven months of 2025 [20]

Core Viewpoint - The U.S. stock market saw a collective rise in popular Chinese concept stocks before the market opened, indicating positive investor sentiment towards these companies [1] Group 1: Stock Performance - Bilibili experienced a rise of over 5% [1] - NetEase and Kingsoft Cloud both increased by more than 4% [1] - Ctrip, Tiger Brokers, Li Auto, NIO, Futu, and Quantum Song all saw gains exceeding 3% [1] - Alibaba, Tencent Music, and Pinduoduo rose by more than 2% [1]

8月13日，蔚来董事长李斌在微博发文透露，G318川藏换电线路还有3天就将全线贯通。"8月15号，我 将从拉萨出发前往珠峰大本营，替大家实地考察验收这条线路，顺便在路上举办一次特别版的Power UP 2025蔚来加电日。"李斌表示。 ...

Group 1 - NIO's delivery forecast for August is approximately 36,500 units, with specific models contributing: L90 around 10,000 to 11,000 units, L60 over 7,000 units, and the overall estimate being a record for the company [1] - The company is expected to achieve a conservative estimate of over 35,000 units, marking its highest delivery record [1] - The brand is projected to deliver around 15,000 units, driven by L90 demand and interest-free promotions [4] Group 2 - BYD is expanding its presence in Southeast Asia, indicating a strategic move to capture new markets [7] - CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [7]

Market Performance - The three major U.S. stock indices rose over 1%, with the S&P 500 and Nasdaq reaching new highs. The Dow Jones increased by 1.10% to 44,458.61 points, the Nasdaq rose by 1.39% to 21,681.90 points, and the S&P 500 gained 1.13% to 6,445.76 points [2][3]. CPI Data - The U.S. Labor Department reported that the Consumer Price Index (CPI) for July increased by 2.7% year-over-year, which is below the market expectation of 2.8%. The core CPI rose by 3.1%, exceeding both the previous month's 2.9% and the market expectation of 3% [7][8]. Federal Reserve Expectations - Following the CPI data release, market expectations for a Federal Reserve rate cut in September increased significantly, with a 93.4% probability of a 25 basis point cut and only a 6.6% chance of maintaining the current rate [8]. Technology Stocks - Major technology stocks experienced gains, with Intel rising over 5%, Meta increasing by over 3% (approaching a market cap of $2 trillion), and other tech giants like Apple, Microsoft, and Google rising over 1%. Notably, Meta and Nvidia reached new closing highs [5]. Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.49%, with Tencent Music increasing nearly 12%, and other companies like Weibo, JD, and Alibaba rising over 3%. However, NIO fell nearly 9%, and XPeng dropped over 6% [5]. International Relations - U.S. President Trump is scheduled to meet with Russian President Putin on March 15 in Anchorage, Alaska, to discuss the resolution of the Russia-Ukraine conflict. The meeting will focus on listening to Putin's perspective [10]. National Debt - The total U.S. national debt has surpassed $37 trillion for the first time, attributed to the federal government accumulating debt at a record pace [12].