第一财经·2025-08-31 13:13Core Viewpoint - The pre-sale situation of the new ES8 from NIO is better than expected, indicating strong market interest and potential for achieving profitability in Q4 [4][5]. Group 1: Product Launch and Market Response - NIO's new ES8 has a pre-sale price significantly lower than the second generation, attracting customer interest [3]. - The CEO of NIO, Li Bin, noted that the initial market enthusiasm was underestimated, and the supply chain is ramping up production capacity [4]. - The order numbers for the ES8 have already surpassed those of the L90, with a stock of 10,000 units in Shanghai [5]. Group 2: Sales Environment and Competitor Analysis - During a visit to NIO's store in Shanghai, multiple customer groups were observed engaging with the ES8, indicating a positive sales environment [5]. - The competitive landscape includes various brands such as Tesla, Aito, and others, with NIO's ES8 and L90 drawing significant customer attention [5].