Core Viewpoint - NIO-SW (09866) shares rose over 6% in the afternoon, with a current increase of 5.43%, trading at HKD 53.35, with a transaction volume of HKD 437 million [1] Group 1: Upcoming Earnings and Product Launch - NIO is set to release its Q2 earnings on September 2 [1] - The new ES8 model has garnered significant attention and is scheduled for launch and delivery in late September [1] Group 2: Market Response and Competitive Pricing - The L90 model from NIO's new brand, Le Dao, has received positive market feedback with a starting price of RMB 265,800 (RMB 179,800 under the BaaS plan) [1] - JPMorgan believes that the pricing of both the ES8 and L90 models is highly competitive, as NIO offers a unique BaaS option that can effectively reduce the purchase price by approximately 25-30%, making them more attractive compared to similar models in the same market segment [1]

周五，蔚来(NIO.US)大涨11%，报6.15美元。消息面上，8月21日晚，李斌在蔚来全新ES8产品技术发布 会上，宣布全新ES8开启预售，整车购买预售价为41.68万元起，电池租用方式购买预售价下探至30.88 万元起，9月下旬正式上市并开启交付。该预售价大幅低于市场预估。 8月22日，蔚来公司CEO李斌在接受媒体采访时直言，全新ES8只是"回到它应该在的定价区间"，若追 求更高的毛利率，在量价关系上将"难以参与当下的市场竞争"。 ...

8月22日，蔚来公司CEO李斌在接受媒体采访时直言，全新ES8只是"回到它应该在的定价区间"，若追 求更高的毛利率，在量价关系上将"难以参与当下的市场竞争"。 周五，蔚来(NIO.US)大涨11%，报6.15美元。消息面上，8月21日晚，李斌在蔚来全新ES8产品技术发布 会上，宣布全新ES8开启预售，整车购买预售价为41.68万元起，电池租用方式购买预售价下探至30.88 万元起，9月下旬正式上市并开启交付。该预售价大幅低于市场预估。 ...