NIO(US:NIO) Di Yi Cai Jing Zi Xun·2025-08-31 12:24Core Insights - The new ES8 from NIO has a pre-sale price significantly lower than the second generation, raising questions about market acceptance [1] - NIO's founder and CEO, Li Bin, expressed optimism about the pre-order situation for the new ES8, indicating that initial expectations were conservative and that the supply chain is ramping up production [1] - The new ES8 and the Lido L90 are crucial for NIO to achieve profitability in Q4 [1] Group 1 - The new ES8 has surpassed the order numbers of the Lido L90, with 10,000 units prepared for the Shanghai market [1] - Customer engagement at the NIO showrooms has increased, with multiple groups experiencing the new ES8 [2] - The Lido L90 is also attracting attention, with users actively engaging with both the L60 and L90 models at the Longing Dragon Dream store [2] Group 2 - The NIO showroom in Shanghai saw a notable increase in customer traffic, with families and individuals showing interest in the ES8 [2] - Other brands such as Tesla, AITO, and various others are also present in the same area, indicating a competitive environment for electric vehicles [2] - The sales performance of competitors like Xiaopeng and Li Auto appears to be less robust, with lower customer engagement observed [2]