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]

今日，在广州车展期间，蔚来汽车创始人、董事长李斌表示，智能电动汽车的竞争已经进入到了决赛阶 段，很幸运现在还在决赛圈里。李斌表示，决赛圈的竞争还很长，他不认为短期内就能尘埃落定，可能 还需要十年的时间进入稳态，五年看到一个基本的轮廓。（第一财经记者 葛慧） (本文来自第一财经) ...

Core Insights - The trend towards pure electric vehicles (EVs) is becoming increasingly clear in the automotive industry [1] - Market data indicates a 20% increase in pure electric vehicle sales in October, while range-extended models saw a 20% decline [1][2] Group 1: Industry Trends - The automotive industry requires product decisions to be made two to three years in advance, making it challenging to predict future trends [1] - There has been a shift in consumer mindset, with users becoming more accepting of the development of pure electric technology [2] Group 2: Company Positioning - The company will continue to adhere to a technology route that aligns with market trends and will improve products and business models based on market feedback [2] - The founder of the company expressed that large battery range-extended vehicles compromise on design aspects to accommodate their transitional role, affecting battery usability, range, cost, and weight compared to pure electric products [1]

Core Insights - The trend towards pure electric vehicles (EVs) is becoming increasingly clear in the automotive industry [1] - Market data indicates a 20% increase in pure electric vehicle sales in October, while range-extended vehicle sales decreased by 20% [1][2] Group 1: Industry Trends - The automotive industry requires product decisions to be made two to three years in advance, making it challenging to predict future trends [1] - There is a growing acceptance among consumers for the development of pure electric technology [2] Group 2: Company Positioning - The company will continue to adhere to a technology route that aligns with market trends and will improve products and business models based on market feedback [2] - The founder of the company expressed that large battery range-extended vehicles compromise on design aspects such as space and weight compared to pure electric vehicles [1]

专题：2025广州国际车展 责任编辑：王翔 蔚来创始人、董事长兼CEO李斌今日在广州车展上表示，ES8在在上产能，41天就交付了1万台，创造 了全球大型纯电SUV的交付记录。 他透露，12月份ES8争取超过15000台的交付量，争取多交一点。"现在有动力多交，是因为明年保购置 税补贴，每一台到明年去都能多补一万多块钱。所以今年多交，那对于我们四季度盈利也很重要。" ...

Core Viewpoint - The Chinese automotive industry is at a critical juncture, facing both opportunities and challenges, necessitating a transformation from traditional practices to a new paradigm centered on user value and technological integration [3][5]. Group 1: Industry Overview - In 2025, Chinese brands have captured over 60% market share, transitioning from followers to leaders, yet the industry faces declining profits and intense price wars [3]. - 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 to navigate the competitive landscape [3][5]. Group 2: User Value and Design - Automotive design is evolving to become a key differentiator, merging emotional and rational elements to enhance user experience [8]. - The concept of "new luxury" in automotive experiences is highlighted, with companies like AITO achieving significant sales milestones, indicating a shift in consumer expectations [15]. Group 3: Technological Innovation - Companies are adopting a "soft and hard dual repair" approach in the intelligent driving sector, emphasizing the integration of AI and traditional automotive technologies [10]. - Safety remains a top priority in technological advancements, with companies like Li Auto reporting significant accident avoidance statistics through their AEB systems [12]. Group 4: Market Expansion and Challenges - 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 [34]. - The automotive industry is transitioning from a growth phase to a competitive phase, requiring companies to listen to user feedback and adapt accordingly [18][20]. Group 5: Future Directions - The integration of AI and smart technologies is reshaping user interactions and driving the evolution of automotive experiences [24][26]. - The industry is moving towards a model where electric vehicles and charging infrastructure evolve together, with a focus on smart home integration and high-power charging solutions [27]. Group 6: Recognition and Awards - The ceremony recognized various companies for their contributions, including Xiaopeng for design, Horizon Robotics for AI, and AION for manufacturing excellence, showcasing the industry's diverse strengths [46].

Core Insights - The founder and CEO of NIO, Li Bin, announced that the sales of the large three-row pure electric SUV surpassed 39,000 units in October, significantly outpacing the range-extended large three-row SUV, which sold only 24,000 units, confirming the arrival of the "pure electric large three-row SUV era" [1] Group 1 - The sales figures indicate a clear market shift towards pure electric vehicles, with the large three-row pure electric SUV achieving the top sales position for the first time in September [1] - Li Bin emphasized that this turning point was first proposed in August, and the sales data over the past two months has validated this assertion [1] - The company has made significant investments in pure electric technology, intelligence, and charging and swapping systems, contributing to this market transition [1] Group 2 - Traditional range-extended manufacturers are also launching pure electric products, further confirming the industry's trend towards electrification [1] - Li Bin highlighted the rationality of different technological routes in various markets, but asserted that the golden era of pure electric large three-row SUVs has fully commenced in China [1]

专题：2025广州国际车展 他谈到，目前，中国的智能电动汽车产品在用户体验和性价比上已具备市场化生存能力，且10月份新能 源汽车渗透率超过57%，表明行业已从政策驱动转向市场驱动和产业规模优势驱动。 李斌表示，未来几年购置税补贴将逐渐减少至2027年完全取消，但在过渡期，对于蔚来来说，购车租电 池的方式仍具优势，因为电池成本不会计入税基，这对用户而言是利好消息。 "同时，国家将换电设施作为新型能源互联网基础设施进行建设，这与国家政策方向一致，也符合换电 联盟的发展趋势。"他说。 责任编辑：李思阳 11月21日，在广州车展上，蔚来汽车创始人、董事长、CEO李斌谈到购置税减半政策时表示，这确实提 前了一些消费者的购买决策，但最近由于旧车置换补贴名额用满导致的扰动是阶段性的。 ...

Core Viewpoint - NIO's founder and CEO Li Bin welcomes more automotive manufacturers and industry giants like CATL to enter the battery swapping sector, viewing it as beneficial for the entire industry [1] Group 1: Industry Collaboration - Li Bin emphasizes the importance of collaboration within the industry, stating that cooperation is always the best option [1] - NIO has established framework collaborations with multiple automotive companies over the past two years, indicating a willingness to open its charging and battery swapping network to the entire industry [1] Group 2: Strategic Partnerships - NIO and CATL have maintained strategic cooperation in various aspects, particularly in resource and technology sharing related to battery swapping networks [1]