他表示，"以前智能电动汽车的纯电技术还没有发展到这样临界点的时候，很多体验都不是那么高频， 用户就觉得可能也就这样，但是我们L90和ES8让大家看到了纯电技术优势，它的本质是技术路线的优 势，加上我们可换电的这样一个架构，给用户带来的价值创造和体验提升是非常大的。" 专题：2025广州国际车展 李斌讲，"其实如果大家去看数据，大三排SUV里面纯电的销量，其实九月份是第一次第一名，十月份 连续是第一名。十月份我们看到最新的一个数据是超过了39000多台，而增程大三排只有24000多台，所 以这个量差得已经非常多了。所以数字已经充分证明了，增程大三排SUV的黄金时代已经过去了，纯电 大三排SUV的黄金时代已经到来了。" 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，"纯电的技 术发展到今天，有一些用户没有太多感知，但非常重要的就是减重，这个减重带来的不管是是操控的体 验，还是安全的体验，它的优势都是巨大的。" 责任编辑：王翔 ...

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]