Core Insights - A revolution in automotive consumption is occurring, shifting from ownership to experience, with credit becoming a key factor in this transition [2][5][33] Group 1: Automotive Subscription Model - The collaboration between NIO's firefly, Ant Group's Sesame Credit, and SUPEREV marks a significant milestone in the automotive industry, transitioning from traditional vehicle ownership to a credit subscription model [5][10] - The "firefly 7-day car subscription" service allows users to experience the vehicle without high upfront costs or complex application processes, promoting a more accessible way to engage with automotive products [3][11] - Automotive subscription is characterized by flexibility, allowing users to change or terminate services as needed, and offers a diverse vehicle selection while reducing overall costs through bundled services [8][10] Group 2: Market Trends and Growth - The global automotive subscription market is projected to grow significantly, with estimates suggesting it will reach $30.29 billion by 2029, reflecting a compound annual growth rate (CAGR) of 30.5% [10] - In China, the automotive subscription market is expected to reach $2.08 billion by 2030, with a CAGR of 28.6% from 2025 to 2030, indicating strong growth potential in this sector [10][11] Group 3: Consumer Behavior and Preferences - The subscription model aligns with the younger generation's shift from asset ownership to service enjoyment, enhancing the user experience and increasing the lifetime value of customers [11][18] - The "firefly 7-day car subscription" provides a comprehensive experience, allowing users to validate their purchasing decisions through a trial period, which can lead to higher conversion rates [13][25] Group 4: Strategic Collaboration - The partnership aims to create a new consumer ecosystem characterized by high credit, quality, and experience, leveraging Sesame Credit's trust foundation, firefly's product performance, and SUPEREV's innovative subscription model [18][20] - The collaboration is designed to attract high-value consumers who prioritize quality and are open to exploring new consumption models, thereby enhancing user engagement and loyalty [20][30] Group 5: Future Outlook - The subscription model is expected to evolve, potentially expanding to include various vehicle types and services, creating a comprehensive lifestyle membership system that integrates travel and quality living [31][32] - As the model proves viable in the high-end market, it may extend to broader consumer segments, fostering acceptance of vehicle usage rights and enhancing the overall automotive consumption landscape [32][33]

2025年11月21日，广州国际车展，蔚来创始人、董事长、CEO李斌现场宣布，为了让更多用户体验firefly萤火虫的魅力，firefly萤火虫联合芝麻信用、 SUPEREV超级电动共同响应"芝麻800·先试"倡议，率先推出信用订阅用车服务——"firefly萤火虫7日汽车订阅"。这是一种全新的体验方式，让了解和选择 firefly萤火虫的过程，变得更轻松。 这次合作的三方，分别是蚂蚁集团旗下芝麻信用，源自蔚来的智能电动高端小车品牌firefly萤火虫，中国汽车订阅模式的开拓者与平台构建者——车脉集团 旗下SUPEREV超级电动，这不仅是一次强强联合的汽车订阅产品发布，更是一次行业发展的里程碑——标志着汽车消费正式从"产品购置"迈入"信用订 阅"时代。 为什么"汽车订阅"成为新趋势？ 传统汽车消费长期围绕"所有权"展开——高额首付、长期贷款、繁琐手续，构成了用户与车辆之间的厚重壁垒。然而，随着新能源汽车渗透率的不断提升， 这一格局正在被打破。随着新能源汽车迭代越来越快，车型功能体验越来越丰富，消费者的换车周期越来越短，车辆残值也更加不确定，传统购车再换车的 方式或并非最优用车解决方案。 超级电动创始人孙泽锋表 ...

当信用成为钥匙，体验重于拥有， 一场汽车消费的革命正在悄然发生。 2025年11月21日，广州国际车展，蔚来创始人、董事长、CEO李斌现场宣布，为 了让更多用户体验firefly萤火虫的魅力，firefly萤火虫联合芝麻信用、 SUPEREV超级电动共同响应"芝麻800·先试"倡议， 率先推出信用订阅用车服务 —— "firefly萤火虫7日汽车订阅"。这是一种全新的体验方式，让了解和选 择firefly萤火虫的过程，变得更轻松。 这次合作的三方，分别是蚂蚁集团旗下芝麻信用，源自蔚来的智能电动高端小车品牌firefly萤火虫，中国汽车订阅模式的开拓者与平台构建者——车脉集团 旗下SUPEREV超级电动，这不仅是一次强强联合的汽车订阅产品发布，更是一次行业发展的里程碑——标志着汽车消费正式从"产品购置"迈入"信用订 阅"时代。 站在用户视角，孙泽锋诠释到："我们不做车的拥有者，只做精彩生活的探索者。汽车订阅，就是让你不被一辆车所束缚，却能拥有整个订阅车库的精彩。" 基于对未来消费趋势的洞察，此次三方联合推出的"firefly萤火虫7日汽车订阅"体验服务，是国内首个信用订阅用车服务，有望从此打破传统汽车消费的壁 ...