蔚来，变了！

Core Viewpoint - The article discusses the preparations and significance of NIO Day, emphasizing the theme of "growth" and the challenges faced by NIO in organizing the event amidst tight timelines and operational changes [6][10][12]. Group 1: NIO Day Preparations - NIO Day is a significant annual event for the company, with this year's preparations being particularly urgent due to a three-month earlier scheduling [11][12]. - The event's theme, "growth," reflects the company's focus on both foundational stability and upward expansion, requiring careful planning and execution [6][10]. - The tight timeline has led to innovative solutions in event organization, such as real-time adjustments to the setup and a focus on cost efficiency [14][16]. Group 2: Financial Performance and Organizational Changes - NIO's second-quarter financial results showed stable gross margins for vehicles and significant improvements in other business segments, with a 30% reduction in operational losses [16][17]. - The implementation of the CBU (Core Business Unit) model has allowed for clearer cost accounting and accountability within the organization [17][18]. - The company has invested over 60 billion yuan in R&D over the past decade, focusing on technology and infrastructure to support its growth [57][58]. Group 3: User Engagement and Product Launch - NIO Day features strong user participation, with the event being co-created by users, highlighting the importance of community in the brand's identity [35][32]. - This year, NIO introduced two new models, including the high-end ET9 and the popular new ES8, with the latter's pricing starting at 406,800 yuan, leading to a surge in pre-orders [36][39][44]. - The demand for the new ES8 reflects a broader trend towards electric SUVs, indicating a shift in consumer preferences within the automotive market [46]. Group 4: The Concept of Growth - The theme of "growth" is explored through user stories and experiences, emphasizing resilience and the journey of both the company and its customers [47][49]. - The article draws parallels between the growth of bamboo and NIO's development, highlighting the importance of foundational work before visible success [56][68]. - NIO's journey is characterized by continuous investment in technology and infrastructure, positioning the company for future success as market conditions evolve [57][68].