蔚来品牌今年最重磅的产品——全新第三代ES8，正式发布并开启预售。 8月21日晚，在蔚来全新ES8技术发布会上，蔚来全新ES8公布预售价，行政豪华版六座/七座预售价为416,800元起，采用BaaS电池租用方式购买，预售价为 308,800元起；行政签名版预售价为456,800元起，采用BaaS电池租用方式购买，预售价为348,800元起。 | 蔚来ES8 7座行政豪华版 | | 蔚来ES8 6座行政豪华版 | | 蔚奥ES8 6座行政签名版 | | | --- | --- | --- | --- | --- | --- | | ¥41.68 ARE | ¥30.88万元起 | ¥41.68万元8 | ¥30.88 FRE | ¥45.68 FRE | ¥34.88万元8 | | 整车的实候集价 | 电池和用方式的实质量价 | 整车的实验售价 | 电池和用方式的实候售价 | 整车面实验量价 | 电流程用方式购买型售价 | | 520kW 900V 双电影 3.97v百公里加盟 | 更新都Noppa真皮得配策法和重要求 | 520ww 900v 超电影 3.97v面公里加盟 | 更新疆Noppo真皮用配银治引擎 ...

Group 1 - NIO's Hong Kong stock opened strongly today, rising nearly 6% and steadily breaking through the key resistance level of 40 HKD [1] - Market attention is focused on the new ES8 product technology launch event taking place tonight in Chengdu [1] - NIO's founder, chairman, and CEO Li Bin publicly stated that with continuous product technology innovation and improvement in charging and battery swapping infrastructure, the golden era of pure electric large three-row SUVs has arrived [1]

Core Viewpoint - The establishment of the last battery swap station on the G318 National Highway marks a significant milestone for NIO, enabling full electric travel from Shanghai to Mount Everest, indicating the arrival of the golden era for large three-row electric SUVs [2][4][12]. Group 1: Market Dynamics - The relaxation of the two-child and three-child policies has led to an increase in multi-member families, making the demand for large three-row vehicles more pronounced, especially among the 80s and 90s generations [5][8]. - The market for large three-row electric SUVs is expected to grow significantly, as more brands are entering this segment due to the increasing market size [8][9]. Group 2: Challenges in Production - Historically, few manufacturers have focused solely on pure electric large three-row SUVs, with most options being hybrid or extended-range vehicles [16][18]. - The complexity of providing convenient charging solutions has made it easier for manufacturers to opt for hybrid models, which can alleviate consumer anxiety regarding range [20][35]. Group 3: Technological Advancements - The new NIO L90 and the upcoming ES8 are positioned to meet the growing demand for large three-row electric SUVs, leveraging advanced technology to maximize interior space and comfort [36][38]. - The 900V electric platform architecture allows for significant space optimization, reducing the size of components and enhancing the overall design [64][68]. Group 4: Charging Infrastructure - NIO has established a robust charging infrastructure, with 3,455 battery swap stations and 26,984 charging piles, significantly improving the charging experience for users [106][110]. - The expansion of charging facilities is expected to reduce range anxiety among consumers, making pure electric vehicles more appealing [104][111]. Group 5: Industry Positioning - NIO has maintained a consistent focus on pure electric vehicles, distinguishing itself from competitors who have shifted towards hybrid models in response to market pressures [90][113]. - The company's commitment to building a comprehensive charging network and investing in technology has positioned it favorably in the market, with a significant share in the pure electric segment [115][128].

Core Insights - NIO's sales have steadily increased, entering an upward cycle [1] - The core reason for the sales surge is the strong performance of the Lado L90, which has maintained high production and sales momentum [2] - NIO's factory is operating at full capacity to accelerate production and delivery [3] Sales Performance - Last week, NIO sold 7,183 vehicles, ranking in the top four for weekly sales and surpassing Xiaomi [2] - The Lado L90 delivered 2,331 units in the third week, with a total of 6,400 units delivered over three weeks, outperforming the combined sales of Ideal's L7, L8, and L9 [2] Product Development - NIO's new ES8 is positioned as a high-end large three-row SUV, marking a significant evolution over seven years [3] - The new ES8 will be officially launched on August 21, showcasing ten years of technological advancements [3] Market Expansion - The Firefly model has officially started deliveries in Europe, reaching Norway and the Netherlands in under four months [3] - NIO has established over 3,400 battery swap stations across the country, enabling users to travel to remote locations like Mount Everest [3] Industry Trends - NIO believes that the ongoing success of the Lado L90 and the upcoming launch of the new ES8 signify the entry of large three-row SUVs into the electric era [5]

Core Insights - NIO has officially launched its 15th battery swap station on the G318 Sichuan-Tibet line, marking a significant milestone in its infrastructure development [1] - The G318 battery swap route spans 2,950 kilometers, with an average of one swap station every 200 kilometers, enabling NIO users to reach the base camp of Mount Everest [1] - NIO's investment in charging and battery swap infrastructure has exceeded 18 billion yuan over seven years, establishing over 3,400 battery swap stations nationwide [2] Infrastructure Development - The G318 route's completion signifies a shift in NIO's infrastructure strategy from "can go" to "can go anytime," enhancing the user experience for electric vehicle owners [1] - NIO has built a comprehensive charging network with over 26,000 charging stations, leading the industry in infrastructure development [2] - The company aims to create a robust energy network that supports both charging and battery swapping, reflecting a long-term vision for user convenience [2] Product Launch and Market Position - The launch of the NIO L90 SUV has seen strong sales, with nearly 2,000 units delivered within three days, positioning it among the top three in weekly sales for large SUVs [2] - NIO is preparing to unveil the new ES8 model on August 21, with a market launch scheduled for September [3] - The company anticipates 2025 to be a pivotal year for technological advancements, product launches, and infrastructure development, aiming to reshape value benchmarks across various market segments [3] Market Outlook - Following a challenging first quarter, NIO is expected to enter a growth phase in the third quarter, driven by the successful launch of new models and the expansion of its charging network [3] - The continuous improvement of the charging and battery swap infrastructure is expected to restore user and market confidence, indicating a positive turning point for the company [3]

Group 1 - Tesla Model Y L has been shipped for media viewing, indicating its upcoming launch in the fall [2][4] - The first vehicle from China Changan Automobile Group, the Deep Blue L06, has been revealed and will be released in Q4 of this year, featuring both range-extended and pure electric versions [4] - NIO's new ES8 has completed its third-generation iteration, marking a significant advancement in China's high-end electric vehicle market, with enhanced space efficiency and a robust charging network [6] Group 2 - Huawei and SAIC's first collaborative model, the Shangjie H5, is set to launch in September, equipped with advanced driving assistance systems and available in both pure electric and range-extended versions [6]

Core Viewpoint - NIO's new ES8 model is the first high-end electric vehicle in China to complete its third generation iteration, showcasing advancements in electric vehicle technology and infrastructure [1] Group 1: Product Development - The new ES8 can meet the needs of some MPV users, indicating versatility in its design [1] - Advancements in electric vehicle technology have improved storage efficiency, passenger space experience, and overall engineering efficiency [1] Group 2: Infrastructure and Market Position - The ability to perform battery swaps all the way to Mount Everest highlights the robustness of the charging network [1] - The emergence of large three-row electric SUVs marks the beginning of a new era in the electric vehicle market [1]

8月5日，最新一周大型SUV周销量排行出炉，蔚来旗下的新车乐道L90强势跻身榜单，以1976台的交付 量排名第3，仅次于问界M8、M9。 要知道，乐道L90 7月31日晚才上市，这也意味着在既定周期里其可被统计的交付时间不足3天。 这是这款新车热度在数据端的一个直观体现。 对于这样的表现，市场并不意外。当日下午，记者走访上海线下门店，即便是工作日，五角场一家乐道 体验店里，人流依旧络绎不绝。一位坐在展车中的顾客提出想当天试驾，被告知试驾车不在店内，且当 日试驾名额已满。现在试驾需要提前一天预约，周末更是要提前两天预约。 现场工作人员告诉《国际金融报》记者，"L90上市以来准备了12000辆现车，基本都被订光了。"据其透 露，目前库存还有四百多台，但黑色和白色已经售罄，由于订单量大，嘉定蔚来南翔交付中心排不过 来，部分配置本周四前下单，大概率下月底可提车，但Pro版要等到10月后了，如果周四后下单，max 和Ultra版也要等到国庆后了。" 26.58万元，相比此前27.99万元的预售价低了将近2万元，比竞品——理想i8的32.18万元起售价低了近6 万元，BasS电池租用方式更是将门槛拉至17.98万元，即便 ...

责任编辑：江钰涵 不过新浪科技注意到，在理想i8的广告评论区，乐道汽车总裁沈斐"贴脸开大"，他表示：欢迎一起试驾 下乐道L90，都是好车。 今日，乐道L90也将迎来上市发布会，两款产品都是纯电大三排SUV，并且均面向家庭用户。此前，在 理想i8发布会当天，乐道汽车销售负责人章正辰就在乐道全国店总群中透露，乐道L90顶配不超32万， 价格一步到位。而理想i8的全国统一零售价格为32.18万元-36.98万元。 新浪科技讯 7月31日上午消息，理想汽车近日发布了家庭六座纯电SUV理想i8，其还邀请了相声演员岳 云鹏拍摄广告。 ...

Group 1 - The core point of the article is the competitive pricing and features of electric SUVs targeting family users, specifically the launch of the LeDao L90 and the release of the Li Auto i8 [2] - LeDao's L90 top configuration is priced at no more than 320,000 yuan, emphasizing the importance of family involvement in the purchasing decision for large electric SUVs [2] - Li Auto has launched its family-oriented six-seat electric SUV, the Li i8, with a retail price range of 321,800 to 369,800 yuan, indicating a competitive market for family electric SUVs [2] Group 2 - The LeDao L90 is set to be officially launched on July 31, highlighting the growing trend of electric SUVs designed for family use [2] - Both LeDao L90 and Li i8 are positioned as large three-row electric SUVs, catering to the needs of families [2] - The emphasis on features such as front storage compartments and VIP seating arrangements reflects the evolving consumer preferences in the electric vehicle market [2]