蔚来李斌：明年没有新EC7上市计划，依旧主推大尺寸车型丨雷峰网对话

Core Viewpoint - NIO is set to deliver 40,000 units of the new ES8 by the end of the year, with a monthly production capacity target of 15,000 units by December. The company is experiencing a resurgence in sales and market interest, despite previous challenges and skepticism from the market [2][13][15]. Group 1: Product and Sales Strategy - The new ES8 has a starting price of 406,800 yuan, which is lower than the pre-sale price by 10,000 yuan, indicating a strategic pricing move to boost sales [2][23]. - NIO aims to deliver 40,000 units of the new ES8 this year, with production ramping up to 15,000 units per month by December [4][13]. - The company is prioritizing battery allocation for new vehicle deliveries, which may impact the availability of batteries for the battery swap stations [12][4]. Group 2: Market Trends and Consumer Behavior - The market is shifting from range-extended SUVs to pure electric SUVs, with a growth rate of over 30% for pure electric vehicles from January to August [5][47]. - User behavior is changing, with high usage rates for features like front and rear storage, indicating a strong acceptance of the new electric vehicle experience [31]. Group 3: Operational Adjustments and Future Plans - NIO is implementing operational changes to enhance efficiency, including a shift in internal messaging from "spend where necessary" to "save where necessary" [3][15]. - The company plans to launch the fifth generation of battery swap stations in the first quarter of next year, which will improve efficiency and compatibility with various battery types [4][16]. - NIO is focusing on long-term sustainability by prioritizing battery longevity over fast charging capabilities, aiming for a battery lifespan of 15 years with 85% usable health [18][19]. Group 4: Financial Performance and Market Position - NIO's stock has seen significant increases, with shares rising from $3 to $7 in the US market, reflecting renewed investor confidence [15]. - The company emphasizes that its pricing strategy is based on technological innovation and improved management efficiency, rather than engaging in price wars [34].