Guo Ji Jin Rong Bao·2025-08-22 13:23Core Viewpoint - NIO has launched the new ES8, which has been criticized by some existing customers for its pricing and features, leading to claims of being "backstabbed" due to significant price reductions and enhancements compared to previous models [1][5][7]. Group 1: Product Launch and Specifications - The new ES8 has been upgraded from a mid-size SUV to a large SUV, with improvements in space, intelligence, and performance [3]. - The new ES8 is available in three versions: six-seat luxury, six-seat signature, and seven-seat luxury, with a pre-sale price ranging from 416,800 to 456,800 yuan, and a battery rental option reducing the price to between 308,800 and 348,800 yuan [3]. - The vehicle dimensions have been increased to 5280mm in length and a wheelbase of 3130mm, providing a cabin area of 6.2 square meters [3]. - The new ES8 features a central integrated architecture, utilizing NIO's self-developed driving chip and Qualcomm's Snapdragon 8295 chip, along with the "SkyOS" operating system [3]. - Safety features include 72 collision tests, a reinforced passenger cabin structure, and 11 airbags [3]. - The vehicle is equipped with a 102kWh battery, dual motors with a total power of 520kW, peak torque of 700N·m, and a 0-100 km/h acceleration time of 3.97 seconds, with a CLTC range of 635 kilometers [3]. Group 2: Market Reception and Pricing Strategy - The market response to the new ES8 has been polarized, with some praising its intelligent features and competitive pricing compared to previous models [5]. - The previous generation ES8 had a launch price of 528,000 to 638,000 yuan, which was later adjusted to 498,000 to 578,000 yuan, making the new ES8's entry price 81,200 yuan lower, and 119,200 yuan lower with battery rental [5]. - Existing ES8 owners have expressed dissatisfaction, feeling that the new pricing and features undermine their previous purchases, with some stating that they are still paying off loans for their older models [5][7]. Group 3: Company Performance and Future Outlook - NIO delivered 135,200 vehicles in the first seven months of the year, achieving only 30.72% of its annual target of 440,000 vehicles, indicating a need for an average monthly delivery of 61,000 vehicles in the remaining five months to meet this goal [7]. - Concerns are growing regarding NIO's ability to achieve profitability by the fourth quarter, as the first quarter financial report showed revenues of 12.034 billion yuan, a year-on-year increase of 21.5%, but a net loss of 6.891 billion yuan, which is a 30.19% increase in losses compared to the previous year [7].