专题：2025广州国际车展 新浪科技讯 11月21日午间消息，在广州车展上，蔚来汽车创始人、董事长、CEO李斌表示，今年1-10 月，纯电车型是所有能源形式里增长最快的。蔚来所在的高端市场原来一直是油车的天下，但今年已经 有超22%的渗透率，这是非常大的变化。 他表示，全新ES8现在超60%的用户来自传统高端品牌，比如BBA、保时捷等等。 更有意思的是，还有超过40%的用户来自传统油车里的轿车。"传统高端品牌里的轿车用户由于商务属 性，实际是最难转到纯电SUV的，但现在我们看到转化的趋势越来越明显。" 李斌还表示，我不觉得新能源车会与油车平分天下。好多年前，我就预言2030年新能源的渗透率会超过 90%，现在我仍保持这样的预测——2030年中国新能源汽车在新车销量占有率会超过90%。"还有5年时 间，我觉得它是不可逆的。" 责任编辑：王翔 ...

专题：2025广州国际车展 新浪科技讯 11月21日上午消息，今日在广州车展上，蔚来汽车创始人、董事长、CEO李斌向新浪科技 等表示，要做可换电的增程，蔚来做过各种各样的研究，研究完了以后，还是认为终极的技术方案就是 可充可换可升级的方案。 "当然还是那句话，最后市场说了算，我们今天的很多东西需要3年后5年后才能看出来到底是对的还是 错的，"李斌表示。 责任编辑：王翔 ...

责任编辑：王翔 李斌还谈到，"我们现在也改了合作的方式，我们原来都是直营体系，发现这个确实太花钱了，现在我 们（出海）会找本地合作伙伴，借助他们的销售服务网络的投入，这样的话是能够增加我们进入的速 度，所以我们还是很有信心的。" 专题：2025广州国际车展 新浪科技讯 11月21日午间消息，在广州车展上，蔚来汽车创始人、董事长、CEO李斌谈及全球化战略 表示，"蔚来原来的车卖得比较贵，蔚来品牌定位是高端，所以能够进入的市场是少一些的主流高端市 场，中国、美国、欧洲这几个市场加起来（占比）是90%以上，但是我们现在有乐道和萤火虫，那就不 一样，所以接下来几年大家能看到蔚来进入全球市场会加速。" ...

他举了个例子，2018年三四季度时，挪威新能源的渗透率是20%-25%，现在是97%-98%，这就叫趋势。 就像中国每年新能源车的渗透率大大上升一样，新能源车的技术优势越来越被（消费者）认可。 专题：2025广州国际车展 责任编辑：王翔 新浪科技讯 11月21日午间消息，在广州车展上，蔚来汽车创始人、董事长、CEO李斌表示，"一般来 说，（每年）一季度油车的渗透率会高一些。主要因为四季度新能源车因购置税补贴等原因有一些提前 释放。但我觉得明年一季度还真不好说，新能源车可能仍能保持不错的市场份额。" ...

Core Viewpoint - The development of pure electric vehicle technology has reached a critical point, significantly enhancing user experience through weight reduction, which improves both handling and safety [1] Group 1: Company Insights - NIO's founder and CEO, Li Bin, emphasized the importance of weight reduction in electric vehicles, stating that it leads to substantial advantages in user experience [1] - Li Bin highlighted that the L90 and ES8 models showcase the advantages of pure electric technology, which, combined with a battery swapping architecture, creates significant value for users [1] Group 2: Market Trends - In the three-row SUV segment, pure electric vehicle sales surpassed 39,000 units in October, marking a significant lead over range-extended three-row SUVs, which sold over 24,000 units [1] - The data indicates that the golden era for range-extended three-row SUVs has ended, while the golden era for pure electric three-row SUVs has begun [1]

Core Viewpoint - NIO is focused on the development and investment in core underlying technologies and full-stack technology for smart electric vehicles, aiming to enhance user experience through improvements in infrastructure that is chargeable, replaceable, and upgradable [1] Group 1: Company Strategy and Operations - The company acknowledges significant room for improvement in execution efficiency, operational efficiency, and prioritization of tasks over the past few years, but believes the overall direction is correct [1] - Since the second half of last year, the company has been reorganizing its system capabilities and implementing a company-wide operational transformation, with these efforts beginning to show results [1] - Feedback from supply chain partners indicates that the company's engineers are becoming more precise in their calculations, reflecting an increased focus on cost efficiency in operations [1] Group 2: Cost Management - To save costs, the company has optimized certain activities, such as adjusting rehearsal times, which resulted in only a slight increase in overtime costs instead of significantly higher expenses as originally planned [1] - This cost-saving approach has become an internal initiative within the company, although it may sometimes appear overly meticulous, the overall goal is to improve the efficiency of every dollar spent to ensure that each expenditure yields effective results [1]

Core Viewpoint - The era of pure electric large three-row SUVs has officially arrived, as evidenced by sales data showing a significant lead over range-extended counterparts [1] Group 1: Sales Performance - In September, pure electric large three-row SUVs ranked first in sales for the first time, with October sales exceeding 39,000 units, significantly outpacing range-extended large three-row SUVs, which sold only 24,000 units [1] - This sales performance validates the prediction made in August regarding the shift towards pure electric large three-row SUVs [1] Group 2: Industry Trends - The shift towards pure electric vehicles is supported by years of investment in pure electric technology, intelligence, and charging systems by companies like NIO [1] - Traditional range-extended manufacturers are also launching pure electric products, further confirming the industry trend towards electrification [1] Group 3: Market Dynamics - The company emphasizes that different markets may have varying technological routes, but in China, the golden era for pure electric large three-row SUVs has fully commenced [1]

李斌提到，"其实这个我在大概19年的时候就讲到了，我认为智能电动汽车竞争的三个阶段，差不多24 年我们会进入到决赛阶段，我们当然我们还是非常幸运吧，今天还能在这个决赛圈里边，虽然目前的位 次和我们当年的计划有点差距，但是我们还是有自己的坚持，像我们10月份的交付量和去年同期比涨了 90%多，啊接近100%，接近翻番的一个量。我觉得这也是看到了我们过去这几年的坚持，不管是在研 发方面还是在基础设施方面，我们都看到了这样的一个坚持的成果。" 对于这种竞争还要持续多久，李斌认为，"这是一个无尽的竞争，是没有尽头的，像我们传统的中国这 些民营的企业，比亚迪、吉利、长城，其实他们现在做的都很好，还有很多国企做的也都很好。我不觉 得这个东西是一个短期就能够尘埃落定的一个境界，我觉得10年的时间才会进入一个稳态，5年的时间 会看清一个基本的轮廓，所以我们要做的事情就是，结硬寨打呆仗，活下去，慢慢来。" 专题：2025广州国际车展 新浪科技讯 11月21日上午消息，今日在广州车展上，蔚来汽车创始人、董事长、CEO李斌向新浪科技 等表示，汽车行业的竞争进入到了一个决赛阶段。 责任编辑：王翔 ...

他谈到，"大家知道，我们在中国的话停车都是倒进去，倒进去以后特别是大的SUV后备舱就很难打 开，要取放东西有两次动线，其实非常不方便。我们的前备舱有240L，而且我们的开口做得比较低， 其实这背后都是包括我们900伏高压的技术，包括我们的集成小型化的这种零部件，这样的一些集成化 技术，带来的感知的体验，空间背后其实都是技术。" 李斌还表示，"乐道L90现在有3万多用户，我们的数据是现在用户用前备舱的频率已经后备舱差不多， 甚至还高一点。我们全新的ES8，还有很多产品，比如说很多商务的使用场景，还有要找代驾的时候， 我们全新ES8就是对代驾师傅最友好的车，后续我们还会开发很多产品，这只是一个例子。我们前备箱 加后备箱的就能够做到六人10箱或者六人12箱，就解决了SUV一直都没有解决好的用户空间痛点问题， 就是坐得下放不下。" 专题：2025广州国际车展 新浪科技讯 11月21日午间消息，在广州车展上，蔚来汽车创始人、董事长、CEO李斌表示，"我们纯电 的技术优势在乐道L90和蔚来全新ES8上体现得其实非常的全面，我觉得最显性的也是高频、高感知的 用户价值，就是超大的前备舱，它是能够显著的去改变用户的用车行为。" ...

Core Insights - The Chinese automotive industry is at a critical juncture in 2025, facing both rapid growth and significant challenges, including declining profits and intense price wars [3][5] - The theme of the "2025 New Automotive Annual Ceremony" is "Breaking the Old and Establishing the New," focusing on user value, technology, ecology, and strategy as pathways to future competitiveness [3][5] Group 1: Industry Challenges and Opportunities - Chinese brands have transformed from followers to leaders, capturing over 60% market share, yet the industry is grappling with a crisis of profitability and survival [3] - The automotive sector is shifting from a growth phase to a competitive landscape, necessitating a focus on user needs and innovative solutions to thrive [18][20] Group 2: Technological Innovations - The integration of AI and advanced technologies is reshaping the automotive landscape, with companies like Horizon and Li Auto emphasizing the importance of safety and user experience in their innovations [9][11] - The concept of "software-defined vehicles" is gaining traction, with companies exploring both hardware and software solutions to enhance driving experiences [9][38] Group 3: User-Centric Approaches - Companies are increasingly prioritizing user feedback and engagement, as seen in initiatives like GAC's "User All-Mic" meetings to gather insights for product improvement [20][22] - The establishment of user co-creation committees is becoming a trend, allowing companies to incorporate user suggestions into their product development processes [22] Group 4: Market Expansion and Global Strategy - The overseas market is becoming essential for long-term growth, with challenges such as regulatory barriers and cultural differences being addressed through initiatives like NESTA-Global [35] - Chinese automotive suppliers are gaining recognition in international markets, with companies like Hesai Technology securing significant orders from European manufacturers [38] Group 5: Awards and Recognitions - The ceremony recognized various companies for their contributions, including XPeng for design, Horizon for intelligent driving, and AION for manufacturing excellence [48][49]