Mei Ri Jing Ji Xin Wen·2025-09-02 14:48Core 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 experiencing significant customer dissatisfaction due to issues such as lack of updates for older models, delayed features, and declining resale values compared to competitors [1][2]. - The electric vehicle industry is facing a fundamental shift from durable consumer goods to electronic consumer products, leading to a mismatch between traditional users' expectations of asset value retention and the rapid iteration cycles of smart electric vehicles [2][3]. - NIO's high-cost user ecosystem, which initially fostered strong customer loyalty, is becoming unsustainable as the company has accumulated losses exceeding 100 billion yuan from 2018 to 2024 [3]. Group 2: Strategic Adjustments - In response to the challenges, NIO has begun to adjust its brand positioning and product offerings, resulting in a record delivery of 31,305 new vehicles in August, a 55.2% year-on-year increase [3]. - The company has made difficult decisions, such as canceling lifetime benefits for early adopters, to ensure survival amid financial pressures [3][4]. - NIO is exploring solutions like transparent iteration schedules, establishing tiered benefit systems, and hardware upgrade pathways to address customer concerns and maintain brand loyalty [4].