纯电大三排SUV

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李斌,不卷价格!
Zhong Guo Ji Jin Bao· 2025-09-22 10:24
【导读】蔚来李斌回应全新ES8售价下探,定价逻辑没有从价格战角度考虑 李斌表示,蔚来公司销售全新ES8有合理毛利,外界不用担心不赚钱,也没有从价格战的角度去做这个事情。 随即,李斌详细介绍了前两代ES8售价较高的原因:第一代ES8推出时有国补,用户实际购买价低于40万元;第二代ES8的生产成本较高,包括当 时电池价格较高,以及采用多项全球首发技术。 9月21日,蔚来公司创始人、董事长兼CEO李斌等高管召开媒体见面会,向中国基金报等媒体回应了全新ES8售价下探、纯电大三排SUV发展前 景、汽车行业网络生态治理等事项。 来源:中国基金报记者拍摄 李斌回应全新ES8售价下探 提示技术、规模、效率整体提升 全新ES8自9月21日起交付,但是其租电版售价下探至30万元以下,引发外界关注蔚来公司是否在"卷价格"。 9月20日晚间,蔚来公司宣布全新ES8整车购买价40.68万元起,采用BaaS电池租用方式购买价29.88万元起,相比预售价均下降1万元。 对比可见,蔚来公司此前推出第一代ES8售价44.8万元起,第二代ES8售价超50万元。 中国基金报记者 邱德坤 全新ES8能够给出上述售价的原因,与乐道L90整车购买起售价 ...
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
雷峰网· 2025-09-22 07:04
" 新ES8今年要交付4万辆,年底实现月产能1.5W辆。 " 作者丨 马广宇 编辑丨田哲 NIO Day刚刚结束,第二天李斌、秦力洪等蔚来高管就召开了一场媒体沟通会。 对蔚来董事长、CEO李斌来说,本次NIO Day的意义远超以往:蔚来技术力全面赋能到ET9、新ES8、乐 道L90等车型;蔚来销量日渐攀升,距离年底月5万台销量目标逐渐缩小;接连推出爆款车型,工厂产能扩 大,供不应求... 蔚来终得正果,但对蔚来来说,这来时路并非坦途:年初财报"史上最差",导致蔚来备受市场质疑;为了 卖车频繁降价,导致老车主与蔚来之间出现信任危机,用户见面会时李斌不断被质问;哪怕在NIO Day当 天也有故事发生:其自动驾驶研发首席专家任少卿宣布兼任中国科学技术大学讲席教授,虽说兼任,但精 力不免会受到分散。 "做企业最难的是哪些该变化,哪些不该变化, 蔚来也在一次次的调整中逐渐明晰了前行路线,直到现在 公司对于产品和市场的反应更加敏捷,运营也在逐渐精细化。"李斌坦言到。 一个明显的例子是,蔚来内部此前都在讲"该花花该省省",但如今这一句话变成了"该省省该花花",即便 是蔚来举办的NIO Day也得到了几百万元的赞助收入。在蔚 ...
新蔚来ES8起售价40.68万元,李斌喊话:如果今年产能不够,补贴购置税!丨智驾前线
雷峰网· 2025-09-22 00:39
这场别开生面的"粉丝见面会"从介绍杭州的风土人情开场,再到车主的人文故事,再到蔚来董事长、CEO 李斌登场做出演讲,整个NIO Day都有着浓浓的"蔚来味道"。 抛开所有粉丝文化的内容不谈,整个NIO Day2025一共分为两块内容:ET9地平线特别版和新蔚来ES8。 本次ET9地平线特别版在内饰和外观颜色上有了很大变化,总体来看更"尊贵"。据李斌介绍,ET9地平线 特别版灵感来自天地交界,车头车尾的蓝色与银色交接,并选择了专人手工打磨75小时,使得ET9地平线 特别版的零阶差光滑漆面有更好的视觉体验。 " ES8降价提产能,蔚来冲刺第四季度盈利。 " 作者丨马广宇 编辑丨田哲 这是蔚来创立之初的第十一个年头,同时也是蔚来的第八场NIO Day。 9月20日,蔚来以"生长 Grow with the Light" 为主题,召开了蔚来2025年的NIO Day蔚来日,严格意 义上说,NIO Day并非新车发布会,而是给蔚来车主一个互相沟通交流的平台,同时也是宣扬本地文化的 途径。 也正因如此,在当天下午场馆旁边,蔚来展开了用户公益市集,并将摊位售卖所得全部款项捐给浙江省慈 善联合总会,蔚来用户公益基金会也会按比 ...
下调售价 蔚来纯电再提速
Bei Jing Shang Bao· 2025-09-21 15:57
Group 1 - NIO is accelerating its investment and layout in the pure electric vehicle sector, launching the ET9 Horizon Special Edition and the new ES8 models [1] - The starting price for the ET9 Horizon Special Edition is 818,000 yuan, while the new ES8 starts at 406,800 yuan, reflecting a price reduction of 10,000 yuan from its pre-sale price [1] - The new ES8's pre-sale price was lowered by 111,200 yuan compared to the second-generation ES8, indicating a strategic shift to remain competitive in the market [1] Group 2 - NIO's chairman, Li Bin, predicts that 2025 will mark a turning point for the pure electric three-row SUV market, as user experience from electric technology is beginning to outweigh the inconvenience of charging [2] - As of September 20, NIO has built a total of 8,246 charging and battery swap stations, leading the industry with 3,500 battery swap stations and 4,746 charging stations [2] - NIO announced a financing of 1.16 billion USD on September 17, just a week after securing 1 billion USD, highlighting its reliance on external financing due to long-term losses exceeding 130 billion yuan since its establishment [2] Group 3 - NIO is striving for profitability in the fourth quarter, with a second-quarter net loss of 4.995 billion yuan, although revenue grew by 9% year-on-year to 19 billion yuan [3] - The revenue guidance for the third quarter is projected to be between 21.81 billion yuan and 22.88 billion yuan, marking a historical high [3] - Industry experts suggest that NIO faces significant price-performance competition and must achieve profitability before the market shifts to stock competition, especially as policy subsidies decline [3]
蔚来全新ES8租电价29.88万起 李斌:定价有合理毛利
Zhong Zheng Wang· 2025-09-21 08:44
谈及定价与盈利空间,李斌表示,上一代车型定价较高主要是电池和新技术的成本比较高,这两年技术 进步、管理效率的提升、规模的扩大,把很多成本拉下来了。40.86万元起的定价还有很好的毛利,也 回到了比较合理的区间,这个定价不是从价格竞争的角度考虑,三个品牌的价格区间更清晰了。"不用 担心我们不赚钱,还是有合理的毛利。" 中证报中证网讯(龚梦泽熊永红)"2025年是一个拐点,是用户从纯电技术带来的体验收益,大于因为加 电不便带来体验损失的拐点。"9月21日,蔚来创始人、董事长、CEO李斌在媒体沟通会时表示,增程大 三排SUV的时代正在过去,纯电大三排SUV的时代正在到来。过去10天已有超过15万人试驾了全新 ES8,市场表现远超预期。 而当记者问及日前备受关注的整治行业乱象问题时,蔚来联合创始人、总裁秦力洪称,中国新能源汽车 产业目前的成就来之不易,过度地竞争对行业发展是有害的,举双手支持监管部门治理。具体而 言,"一是自查自省,虽然每个人都不愿意看到,但都或多或少有推波助澜的作用;二是做好该做的 事,发现不良的事及时举报。"秦力洪表示。 就在一天前的NIO Day2025活动上,蔚来正式发布了全新一代ES8车型。 ...
李斌:乐道L90用户每周使用前备舱比例超93%,使用率接近后备箱
Xin Lang Ke Ji· 2025-09-21 02:25
Group 1 - The era of extended-range large three-row SUVs is coming to an end, while the era of pure electric large three-row SUVs is beginning [1] - Transitional technology solutions are currently meeting phase-specific needs, such as the inconvenience of charging, but this technological route will quickly converge after this phase [1] - The usage rate of the front trunk in the L90 model has exceeded 93% weekly, while the rear trunk usage is at 96%, indicating the high value and perception brought by pure electric vehicles [1]
40.68万元起!蔚来:全新ES8明起开启交付
Zheng Quan Shi Bao Wang· 2025-09-20 14:17
9月20日晚,蔚来宣布,全新ES8整车购买价40.68万元起,电池租用方式购买价29.88万元起,提供7座 行政豪华版、6座行政豪华版、6座行政签名版三个版型。首任车主获得5年NOP+使用权、6年免费车联 网服务、6年或15万公里整车质保、10年不限里程三电质保和终身免费道路救援。9月21日起,全新ES8 将在全国正式开启交付。 在今晚发布会上,蔚来创始人、董事长、CEO李斌直言ES8很受欢迎,近10天有15万人试驾ES8。"这是 一款在上市前就历经媒体、用户、网友亲测、对比、严选,甚至'拿着放大镜质检'的产品。纯电大三排 SUV时代正在到来!" ...
李斌:全新蔚来ES8内部空间达到MPV水平,可实现平替
Xin Lang Ke Ji· 2025-09-20 12:21
新浪科技讯 9月20日晚间消息,在今日的蔚来NIO Day 2025上,蔚来创始人、董事长、CEO李斌发表演 讲。 会上,全新蔚来ES8正式发布,定位全场景科技旗舰SUV。李斌表示,全新蔚来ES8在过去一个月里广 受关注,市场表现超越预期。用户的选择和市场数据,已经显示出增程大三排SUV的黄金时代正在过 去,纯电大三排SUV的时代正在到来。这一市场趋势背后的原因,是充换电网络的建设和纯电技术的发 展,正在从量变到质变。过去十年,蔚来在充换电领域累计投入超过180亿元,累计研发投入超过600亿 元。 在提到全新蔚来ES8的内部空间时,他表示达到了主流MPV的水平,"6人12箱无压力,座座都是MVP, MPV可平替",他说。 责任编辑:李铁民 ...
蔚来又行了? 李斌:“要证明自己能打”
Zheng Quan Shi Bao· 2025-09-04 22:00
Core Viewpoint - NIO is experiencing a potential turning point with the successful market performance of its new models, the L90 and the next-generation ES8, leading to increased confidence in achieving breakeven in Q4 [1][3][6] Market Performance - The L90 model, launched on August 1, has received positive consumer feedback, achieving over 10,000 deliveries within its first month, making it the fastest-selling model in NIO's history [5] - The next-generation ES8, which began pre-sales on August 21, is also seeing strong demand, with order numbers reportedly surpassing those of the L90 [5] - NIO's sales in August exceeded 31,000 units, surpassing competitors like Li Auto, indicating a shift in market dynamics among new energy vehicle manufacturers [5] Financial Outlook - NIO reported Q2 revenue of 19.009 billion yuan, a 57.9% increase quarter-over-quarter and a 9% increase year-over-year, with an adjusted net loss of 4.1 billion yuan [6] - The company aims to deliver between 87,000 to 91,000 vehicles in Q3, projecting revenue between 21.81 billion to 22.88 billion yuan, both of which would be record highs [6] - NIO's target for Q4 is to achieve a monthly delivery of over 50,000 vehicles, which would align with the current monthly sales levels of leading competitors [6][8] Strategic Initiatives - NIO is implementing a "basic operating unit" mechanism to improve the efficiency of R&D spending, aiming to keep quarterly R&D expenses between 2 billion to 2.5 billion yuan while maintaining previous output levels [9] - The company is focusing on brand synergy through a multi-brand strategy, which includes NIO, Ladao, and Firefly, to cover a broader customer base [9] Challenges and Future Outlook - Despite the optimistic outlook, NIO faces significant challenges, including external competition and fluctuating raw material prices, which could impact its ability to meet Q4 targets [8][12] - The company anticipates a challenging Q1 next year due to seasonal demand fluctuations and potential policy changes affecting the electric vehicle market [12]
李斌闭门会大爆料:“即使1%希望 也要变为可能”
Zhong Guo Ji Jin Bao· 2025-09-04 09:21
Core Viewpoint - The company aims to achieve profitability by the fourth quarter of 2025, despite acknowledging significant challenges ahead [1][4]. Financial Performance - In the second quarter of 2025, the company reported a revenue of 19.01 billion, marking a year-on-year increase of 9.0% and a quarter-on-quarter increase of 57.9% [7]. - The company set a target for the fourth quarter of 2025 to achieve a gross margin of 16% to 17% to reach breakeven [5]. Production and Delivery Goals - The company plans to achieve a monthly average delivery of 50,000 vehicles in the fourth quarter of 2025, with a production capacity target of 56,000 vehicles [6]. - The delivery target for the third quarter of 2025 is set between 87,000 to 91,000 vehicles, with September's delivery goal ranging from 34,700 to 38,700 vehicles [7]. Strategic Initiatives - The company is implementing a series of reforms, including the CBU (Core Business Unit) mechanism, which requires clear investment return expectations for each R&D project [6]. - The company emphasizes its commitment to pure electric vehicles, which are experiencing significant growth compared to extended-range models [6]. Market Positioning - The company is leading the transition of large three-row SUVs into the pure electric era, with the successful launch of models like the L90 and the new ES8 [7]. - In August, the company achieved a record monthly delivery of 31,300 vehicles, representing a year-on-year increase of 55.16% and a month-on-month increase of 48.95% [7].