自动驾驶之心·2025-09-26 03:45Core Viewpoint - NIO Day showcased two distinct models, the new ES8 and the ET9 Horizon Special Edition, representing NIO's dual strategy of affordability and luxury in the electric vehicle market [1][21]. Group 1: New ES8 - The new ES8 is positioned as an accessible flagship SUV, starting at a price of 299,800 yuan, which is 10,000 yuan lower than its previous pre-sale price [8][17]. - The vehicle features a spacious design with dimensions of 5280×2010×1800mm, offering 6 or 7-seat configurations, enhancing its practicality [11]. - It boasts an upgraded battery capacity of 102 kWh, providing a CLTC range of up to 635 kilometers, addressing consumer concerns about range anxiety [13]. - The ES8 includes high-performance features such as a three-second acceleration and advanced driving assistance capabilities, balancing performance and safety [14]. - The model aims to redefine luxury by making it a more inclusive experience rather than a privilege for a few [20]. Group 2: ET9 Horizon Special Edition - The ET9 is priced at 818,000 yuan, targeting a niche market rather than the mainstream, serving as a benchmark for luxury electric vehicles [22]. - The design of the ET9 emphasizes elegance and sophistication, with a focus on aesthetics that resonate with Eastern sensibilities [24][25]. - NIO's commitment to detail and quality in the ET9 reflects its dedication to meeting the demands of consumers seeking an exceptional experience [28]. Group 3: Strategic Insights - The dual focus on affordability (普惠) and luxury (极致) is essential for NIO's growth strategy, ensuring market presence while maintaining brand prestige [34]. - The company aims to achieve profitability by Q4 2025, with the new ES8 expected to contribute significantly to sales, supported by a production capacity of 40,000 units [39][40]. - NIO's long-term vision includes deepening its market roots while simultaneously elevating its brand stature, as highlighted during the NIO Day event [33][38].