每经热评丨李斌立正挨怼之后，蔚来如何赢得未来？

Core Viewpoint - The video of NIO's founder Li Bin facing criticism from a long-time user highlights the growing dissatisfaction among customers regarding the rapid technological updates and perceived neglect of older models in the electric vehicle industry [1][2] Group 1: Company Challenges - NIO is facing significant challenges as it attempts to balance the rights of older users with the need for survival in a rapidly evolving market [3] - The company has accumulated losses exceeding 100 billion yuan from 2018 to 2024, indicating a struggle to maintain its high-cost user ecosystem [3] - NIO's decision to cancel certain lifetime benefits for early adopters reflects the difficult choices the company must make to ensure its survival [3] Group 2: Market Dynamics - The electric vehicle industry is experiencing a shift from durable consumer goods to electronic consumer goods, leading to a mismatch between traditional users' expectations of asset value retention and the rapid iteration cycles of smart electric vehicles [2] - NIO's attempt to create a high-end brand with a strong emotional connection to users has resulted in high customer loyalty, but this model is becoming increasingly unsustainable [2] Group 3: Strategic Adjustments - In August, NIO delivered 31,305 new vehicles, a 55.2% year-on-year increase, marking a historic high and surpassing its competitor for the first time since November 2022 [3] - The introduction of more adaptive and targeted products, such as the new sub-brand and the third-generation ES8, has been met with criticism from existing users, indicating a potential conflict between new offerings and the interests of long-time customers [3] - To navigate future challenges, the company may need to adopt strategies such as transparent iteration schedules, a tiered benefits system, and hardware upgrade options to alleviate concerns among older users [4]