Guan Cha Zhe Wang·2025-09-23 02:24Core Insights - NIO aims for long-term profitability by establishing multiple "pivot points" in sales strategy [25] - The new ES8 model has been launched with a competitive pricing strategy, marking a significant shift in NIO's product and pricing structure [20][22] Pricing and Product Strategy - The starting price of the new ES8 is set at 298,800 yuan after battery-as-a-service (BaaS) rental, with the luxury versions priced at 406,800 yuan [3][6] - The new ES8 features a comprehensive upgrade in dimensions, now classified as a large SUV, with a length of 5,280mm, width of 2,010mm, and a wheelbase of 3,130mm [7][12] - The vehicle is equipped with a standard 102kWh battery pack, offering a CLTC range of 635km, and supports a peak charging power of 420kW [14][16] Configuration and Features - The new ES8 includes numerous core features as standard, such as dual-chamber air suspension, advanced driver assistance hardware, and a high-end audio system, which simplifies consumer decision-making [19][17] - This shift in configuration strategy contrasts with NIO's previous approach, which often required additional costs for essential features [17][19] Market Position and Future Plans - The pricing of the new ES8 is more competitive compared to previous models, indicating a strategic repositioning within the market [20][22] - NIO plans to focus on larger and high-end flagship models in the future, with the upcoming ES9 and a new "super large five-seater" model expected to follow [25][27] - The company recognizes the need to enhance the appeal of existing models like the ET5/ET5T and ES6/EC6 through minor updates and pricing strategies to ensure stable sales and profitability [27][26]