蔚来李斌：预判拐点已至

Core Viewpoint - NIO has launched two significant electric vehicle models, the ET9 Horizon Special Edition and the all-new ES8, marking a pivotal moment in the electric vehicle market as 2025 is predicted to be a turning point for electric vehicle development [2][4]. Group 1: Product Launch and Features - The all-new ES8 has a starting price of 406,800 yuan, which is 10,000 yuan lower than the pre-sale price, and will begin deliveries on September 21 [6]. - The ET9 Horizon Special Edition starts at 818,000 yuan and will be delivered starting at the end of September, showcasing NIO's decade of technological innovation [6]. - The all-new ES8 features a storage capacity of 777 liters when fully loaded with six passengers, surpassing the storage capacity of the L90 model [9]. Group 2: Technological Advancements - The all-new ES8 utilizes the "SkyOS" operating system, integrating various smart technologies for unified management of vehicle functions [9][10]. - It is designed for high-level intelligent driving, incorporating the latest technologies in smart driving assistance and the world's first mass-produced intelligent driving system based on world model technology [9][10]. Group 3: Market Position and Future Outlook - NIO aims to lead the high-end large three-row SUV market into the electric era, with the all-new ES8 being the first model to complete three generations of iteration [13][14]. - The company has invested over 180 billion yuan in charging and battery swap infrastructure, establishing the strongest energy replenishment network globally [12]. - NIO has applied for over 9,900 patents in the field of smart electric vehicles, reflecting its commitment to innovation and technology development [12].