蔚来全新ES8交付超2万辆，零跑Lafa 5上市|一周车闻

Group 1: Industry Insights - UBS predicts a slowdown in passenger car sales growth to -2% in 2026, with wholesale growth decreasing from 11% in 2025 to 3% in 2026, and NEV growth dropping from 28% to 15% [1] - The forecast indicates a shift from broad policy-driven growth to a phase relying more on internal competitiveness, influenced by the restoration of the new energy vehicle purchase tax and subsidy reductions [1] Group 2: Company Developments - NIO has delivered over 20,000 units of the new ES8 in 70 days, primarily to users upgrading from brands like Mercedes, BMW, Audi, Porsche, and Tesla, highlighting improved operational efficiency [2] - The sales performance of the ES8 is crucial for NIO to achieve its Q4 profitability targets, with the final month's sales being a key factor [2] Group 3: New Product Launches - Leap Motor officially launched the Lafa5, targeting the global market with a sporty design and advanced safety features, aiming to compete with models like the Volkswagen Golf GTI [3] - The Lafa5 represents Leap Motor's strategy to cater to young global consumers and marks a significant step in its European market entry [3] - The Xpeng ET5 was launched with a pricing strategy aimed at the 150,000 RMB market, offering advanced driving features and a commitment to free lifetime usage of its NOA function, which may disrupt the software payment model in the industry [4] - Xpeng's pricing strategy contrasts sharply with its overseas average price exceeding 400,000 RMB, presenting challenges in positioning within the domestic high-end market [4]