蔚来李斌：行业“翘尾效应”难再现，但对Q4盈利仍有信心

Core Viewpoint - The fourth quarter subsidy reduction has significantly impacted the market, and the industry is not expected to experience the same tail effect as last year [1] Company Summary - The main impact of the subsidy reduction on the company is seen in lower-priced models such as the L90 and L60 [1] - Despite the challenges, the company remains confident in achieving profitability in the fourth quarter, primarily due to strong orders for high-margin models like the ES8 [1] - The overall impact on total gross profit is within the company's expected range [1]