蔚来大涨！李斌，回应一切

Core Viewpoint - NIO's new ES8 launch has led to a significant stock price increase, with CEO Li Bin stating that the new car's pre-sale price will still maintain a profit margin for the company [2][10]. Group 1: New ES8 Launch - The new ES8 is positioned as a flagship all-scenario technology SUV, with a pre-sale price that is over 110,000 yuan lower than the official price of the previous generation ES8 [2][8]. - Following the announcement, NIO's stock surged nearly 10% in Hong Kong and 9.27% in the US market [2]. - The pre-sale price for the new ES8 starts at 416,800 yuan for the six/seven-seat luxury version, and 308,800 yuan when purchased with the BaaS battery rental option [7][8]. Group 2: Market Competition - The market for six-seat SUVs priced around 300,000 yuan is expected to become highly competitive with multiple new models launching in the second half of 2025 [9]. - NIO is actively increasing its presence in the pure electric large three-row SUV market, with Li Bin emphasizing that the era of pure electric large three-row SUVs has arrived [6][15]. Group 3: Profitability and Cost Control - Li Bin reassured that the pricing of the new ES8 and the L90 model will ensure a certain profit margin while remaining competitive [10]. - NIO's co-founder and president, Qin Lihong, stated that the new ES8's pricing allows for reasonable profit margins, and the company has significantly improved its cost control capabilities over the past decade [12][13]. - The new ES8 features enhancements in appearance, cabin, chips, and safety compared to the second-generation ES8, indicating a focus on quality improvements [10]. Group 4: Sales Performance - Since its launch, the L90 model has seen strong sales, with over 7,000 units delivered since August 1, ranking among the top three in the pure electric large SUV segment [18]. - Li Bin noted that the sales growth of pure electric large three-row SUVs is outpacing that of extended-range, plug-in hybrid, and fuel three-row SUVs, marking a significant turning point for the segment [18]. Group 5: Infrastructure Development - As of August 21, NIO has built a total of 8,173 charging and battery swap stations across the country, leading the industry in the number of such facilities [19].