【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 ...

Group 1 - The core viewpoint of the article is that NIO's CEO Li Bin addressed the pricing strategy of the new ES8, emphasizing that the price reduction was not a result of a price war but rather due to improvements in technology, scale, and efficiency [2][5][6] - The new ES8 is priced starting at 406,800 yuan, with the battery-as-a-service (BaaS) version starting at 298,800 yuan, reflecting a decrease of 10,000 yuan from the previous expected prices [5][6] - Li Bin highlighted that the first-generation ES8 was priced at 448,000 yuan and the second generation exceeded 500,000 yuan, attributing the higher costs to government subsidies and advanced technologies [6][7] Group 2 - The market for pure electric large three-row SUVs is rapidly developing, with Li Bin stating that 2025 will be a pivotal year for the Chinese electric vehicle market [8][9] - Data indicates that the compound annual growth rate (CAGR) for the large three-row SUV market will exceed 40% from 2021 to 2024, with expected retail sales of 1.646 million units in 2024, a year-on-year increase of 52.5% [10] - The demand for large three-row SUVs is increasing due to changing family structures, with multi-child families driving this growth [10] Group 3 - Li Bin expressed the company's desire for a clearer online environment in the automotive industry, emphasizing the importance of rational competition [11][12] - NIO has taken steps to avoid negative competition, such as disabling comments during live broadcasts to prevent the creation of a hostile environment [12][13] - The Chinese government has initiated a three-month campaign to address online misconduct in the automotive sector, focusing on illegal profit-making and false advertising [13]