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蔚来-SW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
Zhi Tong Cai Jing·2025-09-24 02:47

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's future growth prospects [1] Group 1: New Product Launches - NIO officially launched the all-new ES8, with a starting price of 406,800 yuan for outright purchase and 298,800 yuan for battery rental, offering three variants: 7-seat luxury, 6-seat luxury, and 6-seat signature [1] - The ET9 Horizon Special Edition was also announced, set to begin deliveries 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 shift 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 and 571,000 units for 2026 and 2027 respectively, citing strong order volumes for the L90 and ES8 models, and has adjusted gross margin forecasts to 16.8% and 18.1% for the same years [1] - Citigroup has placed NIO on its watchlist for potential upward catalysts in the next 30 days [1]