Di Yi Cai Jing·2025-08-31 12:18Core Insights - The new ES8 from NIO has received a positive pre-order response, exceeding initial expectations for market enthusiasm [1][2] - The sales performance of the new ES8 and the L90 model is crucial for NIO to achieve profitability in Q4 [1] - NIO's Shanghai inventory for the ES8 is reported to be 10,000 units, with orders surpassing those for the L90 [2] Group 1 - NIO's founder and CEO, Li Bin, indicated that the pre-order situation for the new ES8 is better than anticipated, with the supply chain ramping up production capacity [1] - During a recent visit to NIO's showroom, multiple customers were observed engaging with the new ES8, indicating strong interest [2] - The sales team has adapted by showcasing the standard version of the ES8 to provide customers with a comparison against the high-end model [2] Group 2 - The L90 model is also being showcased alongside the ES8, with both models attracting customer attention in a competitive environment featuring brands like Tesla and others [2] - The foot traffic in the NIO showrooms suggests a healthy interest in their vehicles, particularly the ES8 and L90, amidst a variety of other electric vehicle brands [2] - The sales performance of NIO's vehicles is being closely monitored as it plays a significant role in the company's financial outlook for the upcoming quarter [1][2]