纯电大三排SUV

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乐道L90交付过万,但“还没到开香槟的时候”
Jing Ji Guan Cha Wang· 2025-09-02 08:10
Core Insights - The successful delivery of over 10,000 units of the L90 model within a month of its launch signifies a positive shift for the company and the electric vehicle market, particularly in the large three-row SUV segment [2] - The company emphasizes that the large three-row SUV segment has entered the era of pure electric vehicles, with both the L90 and the newly launched ES8 models leading this transition [2][4] Sales Performance - In August, the company achieved a record delivery of 31,305 vehicles, marking a year-on-year increase of 55.2%. This includes 10,525 vehicles from the NIO brand, 16,434 from the Lido brand, and 4,346 from the Firefly brand [5] - The introduction of a standard 100 kWh battery across the NIO lineup, without significant price changes, effectively acts as a price reduction strategy [5] Battery and Infrastructure - The company has established a robust battery swapping network, with 3,467 stations nationwide, including 1,001 along highways, enhancing customer convenience [7] - The flexibility in battery options allows users to customize their battery capacity, which is a significant advantage of the company's battery swapping system [7] Strategic Adjustments - The company plans to adjust the product launch schedule to focus on the L90 and L60 models, prioritizing the L90 in production capacity [7] - There is a positive trend in collaboration between the NIO and Lido brands, with shared resources and components leading to cost reductions in research and development [8] Technological Advancements - The self-developed NX9031 chip significantly enhances vehicle computing power, reducing costs by over 10,000 yuan per vehicle, which can translate to a price reduction of up to 20,000 yuan [9] - The company has also established an in-house team for seat design, which has improved comfort and reduced reliance on external suppliers [9] Future Outlook - The third quarter is critical for the company, with a goal to achieve profitability by the fourth quarter. The recent delivery figures are a positive start, but challenges remain in ramping up production for both the ES8 and L90 models [10] - The company acknowledges the need for continuous improvement in production capacity management, learning from past challenges faced during the launch of previous models [10]
直击车展|蔚来总裁秦力洪:全新蔚来ES8和乐道L90新增订单七成来自增程和燃油用户,实现了破圈
Xin Lang Ke Ji· 2025-08-29 08:49
Core Insights - NIO's new ES8 model has begun pre-sales, indicating a strong market entry for electric SUVs [1] - A significant 70% of new orders for the ES8 and L90 models come from users transitioning from hybrid and fuel vehicles, showcasing the brand's ability to attract a diverse customer base [1] - NIO expresses confidence that the L90 and new ES8 will reshape the market for large electric SUVs [1] Company Summary - NIO's co-founder and president, Qin Lihong, highlighted the successful pre-sale of the new ES8 during the Chengdu Auto Show [1] - The company is optimistic about the sales performance of both the L90 and ES8 models, with initial sales of the L90 already showing promise [1] Industry Summary - The introduction of the new ES8 and L90 models is expected to significantly impact the large electric SUV market [1] - The shift in customer demographics, with a large portion coming from traditional fuel vehicles, indicates a potential trend towards electrification in the automotive industry [1]
蔚来能源推出G318川藏线免费换电政策
Zheng Quan Shi Bao Wang· 2025-08-28 13:13
Core Insights - NIO has officially completed the G318 Tibet-Qinghai electric vehicle battery swap route, spanning 2950 km with 15 battery swap stations, enabling users to travel to Mount Everest seamlessly [1] - NIO is the leading company in the industry for self-built battery swap stations, having invested over 18 billion yuan, with a total of 8187 charging and battery swap stations across the country as of August 28 [2] - The launch of the new ES8 and the L90 models has significantly boosted NIO's stock prices, with both vehicles performing well in the large SUV market [3] Group 1 - The G318 Tibet-Qinghai battery swap route allows NIO and Lido users to travel to Mount Everest with convenient battery swaps every 200 km [1] - NIO's investment in charging infrastructure has resulted in a user experience comparable to refueling, with battery swaps taking as little as 2 minutes and 24 seconds [2] - The introduction of the ES8 and L90 models has positioned NIO as a leader in the electric large SUV market, contributing to a surge in stock prices [3] Group 2 - From August 29 to October 12, NIO will offer unlimited free battery swaps on the G318 route for all users, excluding commercial vehicles, to encourage more users to experience the service [4]
行业猛攻大三排SUV,纯电拐点已至?
3 6 Ke· 2025-08-26 16:10
Market Overview - The large three-row SUV market has become increasingly crowded since late July, with new entrants like Li Auto's i8, AITO's M8, and Tesla's extended Model Y [2] - NIO launched its second model under the sub-brand Ladao, the L90, and the new ES8 within 22 days, targeting both mass and premium markets [2] - As of August 22, pre-orders for the new ES8 have surpassed those for the Ladao L90 [2] Sales and Stock Performance - NIO's physical store traffic has surged, leading to increased sales and test drives, with sufficient inventory available [4] - Following the Ladao L90's tech release on July 10, NIO's stock price rose by 93.29%, reaching HKD 53.35 and restoring a market cap of over 100 billion [4] Industry Trends - The entry of players like NIO, Li Auto, AITO, and Tesla has initiated a golden era for the pure electric large three-row SUV market [6] - Historically, the market was dominated by fuel and range-extended vehicles, but the rise of pure electric models is now evident [7] Consumer Behavior and Market Dynamics - Consumer education regarding electric vehicles has improved, alleviating range anxiety and increasing acceptance of pure electric models [13] - The development of charging infrastructure has also contributed to consumer confidence, with over 13.7 million charging stations in China as of March, a 47.6% increase year-on-year [15] Technological Advancements - Battery costs have significantly decreased, with lithium carbonate prices dropping from approximately CNY 600,000 per ton to around CNY 60,000 [14] - Innovations in battery technology and vehicle lightweighting are enabling the production of more efficient large three-row SUVs [16][17] NIO's Strategic Positioning - NIO's Ladao L90 and new ES8 models are designed to balance energy consumption, space, and aesthetics, addressing common consumer pain points [18][21] - The company has invested over CNY 60 billion in R&D over the past decade, with a focus on developing core technologies [23] - NIO's dual model strategy with L90 and ES8 is expected to strengthen its market position and drive profitability in Q4 [25]
李斌谈蔚来全新ES8定价:兼顾毛利与市场,活下来最重要
Jing Ji Guan Cha Wang· 2025-08-25 02:01
Core Viewpoint - The new ES8 model from NIO has significantly reduced its price, enhancing its cost-performance ratio, which is essential for competing in a highly competitive market. The price drop raises concerns about the company's profitability, but it is justified by improved cost management and technological advancements [2][3]. Pricing Strategy - The new ES8 is priced at a starting pre-sale price of 416,800 yuan, a reduction of nearly 90,000 yuan from the previous model's price of 498,000 yuan. The battery rental option starts at 308,800 yuan, representing a drop of over 100,000 yuan [2]. - NIO's founder Li Bin explained that maintaining high prices would hinder the new ES8's competitiveness in the market, and cost reductions from technological advancements allow for this price decrease [2][3]. Financial Performance - NIO reported total revenue of 12 billion yuan in Q1, a year-on-year increase of 21.5%, but also a net loss of 6.75 billion yuan, which is a 30.2% increase in losses compared to the previous year. The company aims to achieve profitability by Q4 of this year [3]. - Key operational targets for achieving breakeven include monthly sales exceeding 50,000 units, maintaining a gross margin of 17%-18%, and controlling sales management and R&D expenses [3]. Sales and Market Position - In July, NIO delivered 21,000 vehicles, a year-on-year increase of 25.2%. The new ES8 has received better order performance compared to the recently launched L90 model [4]. - The market for large three-row SUVs is currently dominated by range-extended models, but Li Bin believes that the shift towards pure electric large three-row SUVs is imminent, with 2025 being a pivotal year for user experience [4]. Product Features - The new ES8 features a 102 kWh battery pack with a CLTC range of 635 kilometers and offers rapid battery swapping capabilities. It is equipped with advanced hardware, including a three-laser radar and NIO's self-developed chip, as well as a spacious design accommodating six people and twelve boxes [5].
蔚来美股涨超14%
Zhong Guo Jin Rong Xin Xi Wang· 2025-08-22 15:44
Core Viewpoint - NIO's stock surged over 14% after opening on August 22, driven by multiple positive news, indicating strong market sentiment [1] Group 1: Market Performance - NIO's stock price quickly surpassed $6, reflecting heightened investor enthusiasm [1] Group 2: Company Insights - NIO's founder and CEO, Li Bin, stated that 2025 will mark a turning point where the benefits of pure electric technology will outweigh the inconveniences of charging [1] - The increasing availability of pure electric large three-row SUVs is contributing to a significant rise in sales, outpacing hybrid and fuel models [1] - NIO's co-founder and president, Qin Lihong, revealed that pre-order volumes for the new ES8 exceed those for the L90 model [1] Group 3: Product Launch - The new ES8 was launched with a starting price of 416,800 yuan for the six/seven-seat luxury version, and 308,800 yuan for the battery-as-a-service (BaaS) option [1] - The signature version of the ES8 has a starting price of 456,800 yuan, with a BaaS price of 348,800 yuan [1]
全新ES8定价“背刺”老用户?蔚来李斌:很多用户建议不用太顾虑老用户感受
Mei Ri Jing Ji Xin Wen· 2025-08-22 09:27
Core Viewpoint - NIO's founder and CEO Li Bin addressed concerns from existing car owners regarding pricing, stating that maintaining high prices would hinder market competitiveness. He emphasized the importance of the company's survival and the need to prioritize overall decisions over individual customer satisfaction [1][12]. Pricing and Product Launch - The new ES8 has a starting price of 416,800 yuan for the six-seat and seven-seat luxury versions, and 456,800 yuan for the six-seat signature version, marking a price drop of 111,200 yuan compared to the second-generation ES8's launch price range of 528,000 to 638,000 yuan [2][1]. - The new ES8 is set to be launched and delivered in late September 2023, with pre-sales already initiated [1][4]. Vehicle Specifications - The new ES8 is built on the NT3.0 platform, featuring dimensions of 5280mm in length, 2010mm in width, and 1800mm in height, with a wheelbase of 3130mm, making it the largest pure electric SUV in China [4][1]. - It offers two seating layouts and is available in six colors, enhancing passenger comfort and aesthetic options [6][1]. Performance and Technology - The vehicle is equipped with a dual-motor system providing a total power output of 520 kW and a standard 102 kWh battery pack, achieving a CLTC range of 635 km. It supports 900V ultra-fast charging and battery swapping [8][1]. - The new ES8 is the only mass-produced vehicle in its class to achieve a 0-100 km/h acceleration in just 3.97 seconds, thanks to its 900V architecture [8][10]. Market Position and Future Plans - NIO has invested over 18 billion yuan in charging and battery swapping infrastructure, with over 8,100 stations built across China [12][1]. - The company plans to launch nine new models across its three brands by 2025, indicating a significant expansion in its product lineup [12][1]. - Following the announcement, NIO's stock saw a rise of 9.27% in the US market and 11.12% in Hong Kong, reflecting positive investor sentiment [12][13].
41.68万元起,全新ES8定价“背刺”老用户?CEO李斌:很纠结,很多用户建议不用太顾虑老用户感受!公司股价大涨超11%
Mei Ri Jing Ji Xin Wen· 2025-08-22 09:17
Core Viewpoint - NIO's founder and CEO Li Bin addressed concerns from existing car owners about pricing during the launch of the new ES8, emphasizing the need for competitive pricing to ensure the company's survival and market participation [1][12]. Pricing Strategy - The new ES8 has a starting price of 416,800 yuan for the full purchase option and 308,800 yuan for the battery rental option, representing a significant price drop of 111,200 yuan compared to the second-generation ES8's launch price range of 528,000 to 638,000 yuan [2][1]. Product Features - The new ES8 is built on the NT3.0 platform, making it the largest pure electric SUV in China, with dimensions of 5280mm in length, 2010mm in width, and 1800mm in height, and a wheelbase of 3130mm [4]. - It offers two seating configurations, with the six-seat version featuring a 2+2+2 layout for enhanced passenger comfort [6]. - The vehicle is equipped with a dual-motor system providing a total power output of 520 kW, a standard 102 kWh battery pack, and a CLTC range of 635 km, supporting 900V ultra-fast charging and battery swapping [8]. Technological Advancements - The new ES8 features advanced technology, including a 5nm automotive-grade intelligent driving chip and a comprehensive operating system designed for high-level intelligent driving [10]. - It is the only SUV in its class equipped with three zero-gravity seats in the six-seat version, enhancing passenger comfort [10]. Market Position and Future Plans - NIO has invested over 18 billion yuan in charging and battery swapping infrastructure, with over 8,100 stations built across the country [12]. - The company plans to launch nine new models across its three brands by 2025, marking a significant year for product and infrastructure development [12]. - Following the announcement, NIO's stock rose by 9.27% in the US market and 11.12% in Hong Kong, closing at 45.76 HKD [12].
蔚来大涨!李斌,回应一切
Zhong Guo Ji Jin Bao· 2025-08-22 07:28
Group 1 - NIO's new ES8 model was launched with a pre-sale price significantly lower than the previous generation, leading to a stock price increase of nearly 10% in Hong Kong and 9.27% in the US market [2][8] - The new ES8's pre-sale price is set at 41.68 million yuan for the luxury version, which is a reduction of over 111,200 yuan compared to the previous model's official price [6][8] - NIO's CEO, Li Bin, emphasized that the pricing strategy is aimed at ensuring a reasonable profit margin while remaining competitive in the market [8][10] Group 2 - The market for pure electric large three-row SUVs is expected to become increasingly competitive, with multiple new models priced around 300,000 yuan set to launch in the second half of 2025 [8][12] - NIO has reported strong pre-order numbers for the new ES8, indicating positive market reception and demand [14] - The company has built a robust infrastructure with 8,173 charging and battery swap stations across China, leading the industry in terms of network coverage [11][12]
蔚来大涨!李斌,回应一切
中国基金报· 2025-08-22 07:25
Core Viewpoint - NIO's new ES8 launch has led to a significant stock price increase, with CEO Li Bin stating that the new car's pre-sale price will still maintain a profit margin for the company [2][10]. Group 1: New ES8 Launch - The new ES8 is positioned as a flagship all-scenario technology SUV, with a pre-sale price that is over 110,000 yuan lower than the official price of the previous generation ES8 [2][8]. - Following the announcement, NIO's stock surged nearly 10% in Hong Kong and 9.27% in the US market [2]. - The pre-sale price for the new ES8 starts at 416,800 yuan for the six/seven-seat luxury version, and 308,800 yuan when purchased with the BaaS battery rental option [7][8]. Group 2: Market Competition - The market for six-seat SUVs priced around 300,000 yuan is expected to become highly competitive with multiple new models launching in the second half of 2025 [9]. - NIO is actively increasing its presence in the pure electric large three-row SUV market, with Li Bin emphasizing that the era of pure electric large three-row SUVs has arrived [6][15]. Group 3: Profitability and Cost Control - Li Bin reassured that the pricing of the new ES8 and the L90 model will ensure a certain profit margin while remaining competitive [10]. - NIO's co-founder and president, Qin Lihong, stated that the new ES8's pricing allows for reasonable profit margins, and the company has significantly improved its cost control capabilities over the past decade [12][13]. - The new ES8 features enhancements in appearance, cabin, chips, and safety compared to the second-generation ES8, indicating a focus on quality improvements [10]. Group 4: Sales Performance - Since its launch, the L90 model has seen strong sales, with over 7,000 units delivered since August 1, ranking among the top three in the pure electric large SUV segment [18]. - Li Bin noted that the sales growth of pure electric large three-row SUVs is outpacing that of extended-range, plug-in hybrid, and fuel three-row SUVs, marking a significant turning point for the segment [18]. Group 5: Infrastructure Development - As of August 21, NIO has built a total of 8,173 charging and battery swap stations across the country, leading the industry in the number of such facilities [19].