蔚来李斌：行业“翘尾效应”难再现 但对Q4盈利仍有信心

Group 1 - The core viewpoint is that the reduction of replacement subsidies in Q4 has significantly impacted the market, and the industry is not expected to experience the same tail effect as last year [2] - The main impact on the company is observed in lower-priced models such as the L90 and L60, but the company remains confident in achieving profitability in Q4 [2] - The strong orders for high-margin models like the ES8 are expected to keep the total gross profit within the anticipated range [2]