Xin Lang Cai Jing·2025-09-21 13:49Core Viewpoint - The CEO of NIO, Li Bin, emphasized that "reducing accident rates" and "usage duration" are the two core indicators for measuring the capabilities of intelligent driving [1][6]. Group 1: New Product Launch - NIO officially launched the new ES8 on September 20, with a starting price of 406,800 yuan for the complete vehicle and 298,800 yuan for the battery-as-a-service (BAAS) option [3]. - The launch price of the new ES8 is 10,000 yuan lower than the pre-sale price of 416,800 yuan, and it has decreased by 100,000 yuan compared to the previous generation model [4]. - Li Bin stated that the new ES8's pricing is a return to its appropriate pricing range, and the company aims to maintain reasonable profit margins without engaging in a price war [4]. Group 2: Production Capacity and Market Strategy - NIO plans to produce 40,000 units of the new ES8 this year, with an expected production capacity of 15,000 units by December [5]. - The company is also providing subsidies to alleviate customer wait times and will cover additional costs due to the reduction in purchase tax next year [5]. - Li Bin noted that the era of range-extended large SUVs is fading, and the market is shifting towards pure electric large SUVs, with significant growth in pure electric vehicle sales compared to range-extended models [5]. Group 3: Intelligent Driving Development - Intelligent driving is identified as a crucial technological direction for the industry, and NIO aims to excel in this area [6]. - Li Bin compared the development of intelligent driving to the iterative process of Apple's iPhone, indicating that future advancements will focus on optimization within existing frameworks [7]. - He highlighted that no company has yet published data on urban intelligent driving usage duration, indicating significant room for improvement in usability and traffic efficiency [7]. Group 4: Delivery and Financial Outlook - NIO achieved a record delivery of 31,300 vehicles in August, marking a year-on-year increase of 55.2% and a month-on-month increase of 48.9% [7]. - Based on market feedback from the newly launched models, NIO provided a strong quarterly guidance, expecting deliveries of 87,000 to 91,000 units and revenue between 21.81 billion yuan and 22.88 billion yuan for the third quarter [7].