智通财经网·2025-09-24 03:55Group 1 - The automotive market experienced high activity last week due to a wave of model cycles released by manufacturers [1] - NIO's updated ES8 received strong order volumes, totaling 66,000 units, which is an increase of 834% compared to the previous week [1] - BYD's total orders amounted to 82,000 units, reflecting a decrease of 8% from the prior week, but the company is expected to see continued growth due to model updates and new vehicle cycles [1] Group 2 - Li Auto's new i6 is anticipated to test the company's ability to scale new product launches as the SUV market becomes increasingly crowded [1] - BYD is expected to enhance its plug-in hybrid vehicle battery range by 2026 to compete with other manufacturers with stronger cycles [1] - The popularity of NIO's ES8 is partly attributed to the BaaS battery subscription plan, which has lowered the price range significantly [1] Group 3 - Li Auto's production capacity for the ES8 is estimated to be around 40,000 to 50,000 units by 2025, translating to approximately 10,000 units per month [1] - BYD's vertical integration model is expected to provide greater flexibility in a competitive pricing environment, with promising growth prospects in overseas and high-end markets [2]