三代ES8 媒体发布会

Core Viewpoint - The new ES8 model has reduced costs through various means, including decreased aluminum usage and a shared 900V high-voltage platform across multiple models, which helps in cost allocation [1][2]. Group 1: Product Development and Strategy - The company has incurred significant losses in recent years due to R&D expenses being recorded as current costs, but these investments are expected to yield strategic benefits moving forward [2]. - The pricing strategy for the second-generation models, particularly the ES8 and ES6, was flawed, leading to a lack of competitive products in the high-end market segment priced around 400,000 yuan [3]. - The company plans to launch new models such as the ES9 and L80 in the future, continuing the effective "function upgrade + price range" strategy [7]. Group 2: Market Position and Competition - The order volume for the new ES8 has surpassed that of the L90 during its initial booking period, indicating strong market interest [4]. - The company has prepared for production capacity, with around 400 stores already showcasing the new ES8, signaling the start of large-scale production [5]. - The competition in the pure electric large three-row SUV market is intensifying, with the company believing that the user experience of pure electric vehicles is now superior to that of range-extended and fuel vehicles [6]. Group 3: Future Outlook - The company anticipates that 2025 will be a pivotal year for product launches and market performance, with significant expectations for profitability by Q4 [8].