纯电拐点来了，李斌的坚持有了回报

Core Viewpoint - The increasing consumer acceptance of pure electric vehicles is evident, with 80% of new ES8 pre-orders coming from owners of range-extended and fuel vehicles, indicating a shift in market sentiment towards electric vehicles [1] Group 1: Product Launch and Market Response - The new ES8 has received a strong market response, with expectations for its pre-order performance to exceed that of the recently launched L90, which achieved over 10,000 deliveries in just 29 days [1] - The enthusiasm for the new ES8 and L90 has led to a significant increase in production capacity, with plans for L90 to reach 15,000 units per month in October and the new ES8 to achieve 10,000 units in October and 15,000 units in December [1] Group 2: Supply Chain and Production Capacity - The company is actively adjusting its supply chain in response to the high demand for the new models, indicating a collaborative effort with partners to meet production goals [1] - The production capacity for both the L90 and new ES8 is being ramped up, showcasing the company's ability to respond to market demand effectively [1] Group 3: Strategic Positioning and Brand Synergy - The company emphasizes its long-term commitment to electric vehicle technology and product planning, which has allowed it to maintain a competitive edge in the market [3] - The three brands under the company—NIO, Ladao, and Firefly—are demonstrating strong synergy, sharing R&D and design capabilities while catering to distinct customer segments [3] Group 4: Innovation and Market Trends - The company identifies the need for innovation in addressing customer pain points, such as storage space in large SUVs, which has been a focus in the design of the new models [4] - The battery-as-a-service (BaaS) model is seen as a key competitive advantage, with expectations for it to become more prominent as the market for electric vehicles expands [4] Group 5: Financial Performance and Future Outlook - In Q2, the company delivered 72,056 vehicles, a year-on-year increase of 25.6%, with revenue reaching 19.01 billion, reflecting a 9.0% year-on-year growth [4] - The company projects Q3 deliveries between 87,000 and 91,000 vehicles, with revenue expectations of 21.81 billion to 22.88 billion, indicating a strong growth trajectory [4]