蔚来低调裁员，涉及UR fellow等多部门

Core Viewpoint - NIO is undergoing significant organizational restructuring, including layoffs in various departments, primarily targeting the sales and service teams, to improve efficiency and reduce costs [2][4][10]. Group 1: Layoffs and Organizational Changes - NIO has implemented layoffs across multiple departments, including UR Fellow, PT Energy, and NIO House operations, with an estimated layoff rate of around 10% in some areas, and up to 50% in others like Shenzhen [2][4][6]. - The UR Fellow department, which was once considered a key service innovation for NIO, is facing cuts due to redundancy and low efficiency, with high personnel costs compared to industry averages [5][6][7]. - The sales team, which expanded significantly in anticipation of the launch of the new brand, Lido, is also being streamlined due to underperformance in sales relative to expectations [8][9][10]. Group 2: Financial Context and Cost Management - NIO has been heavily investing in its operations, with cumulative losses exceeding 100 billion yuan since 2018, prompting a need for cost-cutting measures [11][12]. - The company is shifting its focus towards profitability in its battery swap network, which is beginning to show signs of profitability, aided by recent government subsidies [12][13]. - NIO's operational costs are high due to its extensive network of NIO Houses, with significant annual rental expenses, leading to further scrutiny and potential cuts in this area [13][14]. Group 3: Strategic Adjustments and Future Outlook - NIO is merging the delivery channels of its two brands, NIO and Lido, to streamline operations and reduce costs while maintaining separate sales teams [15][16]. - The company plans to focus on expanding its presence in lower-tier cities with smaller, more cost-effective stores, which have shown potential for profitability [16][17]. - NIO is adopting a new management approach that emphasizes return on investment (ROI) for all operational units, aiming to enhance efficiency and reduce unnecessary expenditures [17][18].