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港股异动 | 蔚来-SW(09866)涨超3% 全新ES8近日正式上市 花旗称其纯电动车销售表现优秀
智通财经网·2025-09-24 02:43

Core Viewpoint - NIO's stock has seen a rise of over 3% following the announcement of new vehicle launches during NIO Day 2025, indicating positive market sentiment towards the company [1] Group 1: Vehicle Launches - NIO Day 2025 was held on September 20, where the company officially launched the new ES8, priced starting at 406,800 yuan, with a battery rental option starting at 298,800 yuan [1] - The new ES8 offers three variants: a 7-seat luxury version, a 6-seat luxury version, and a 6-seat signature version [1] - Additionally, the ET9 Horizon Special Edition was announced, with deliveries set to begin at the end of September 2025 [1] Group 2: Market Analysis and Forecasts - Morgan Stanley's report suggests that the successful launch of the L90 and ES8 models may change market perceptions of NIO's stock and support a projected sales growth of 25%-30% for 2026 [1] - Citigroup has raised its sales forecasts for NIO to 500,000 units for 2026 and 571,000 units for 2027, citing strong order volumes for the L90 and ES8 models [1] - Citigroup also adjusted its gross margin forecasts to 16.8% for 2026 and 18.1% for 2027, placing NIO on a watchlist for potential upward catalysts in the next 30 days [1]