8月21日晚间，蔚来发布全新ES8，定位全场景科技旗舰SUV车型，预售价比上一代ES8的正式售价低11万元以上。 二级市场随即给予正向反馈。8月22日，蔚来在港股涨幅一度逼近10%，8月21日晚间美股收盘涨幅达9.27%，其间涨幅一度逼近12%。 此前，蔚来发布纯电大三排SUV车型乐道L90，也在港股、美股迎来大涨。李斌表示："纯电大三排SUV车型的时代正在到来，拐点已至， 一起加电。" 【 导读 】 蔚来全新ES8发布后股价大涨，李斌 称新车预售价仍有毛利 中国基金报记者 邱德坤 8月22日，蔚来 创始人、董事长兼 CEO李斌在媒体沟通会上 表示："（全新ES8）预售价对原有用户的心理会有一定影响，但我们做了一 个对公司整体发展最合理的决定。" 角逐纯电大三排SUV市场 ES8是首款售价超过40万元的高端智能电动车型，也是全球纯电大三排SUV细分市场的开创者之一，但上一代ES8的正式售价为52.8万元 至63.8万元。 全新ES8行政豪华版六座／七座的预售价为41.68万元起，采用BaaS电池租用方式购买的预售价为30.88万元起；六座行政签名版的预售价 为45.68万元起，采用BaaS电池租用方式购买的预 ...

蔚来港股在8月22日开盘后迅速站稳脚跟，实现近10%的显著涨幅，成功将股价推升至并稳定在45港元 这一重要关口之上。蔚来创始人、董事长、CEO李斌在今日媒体沟通会上表示，2025年是用户从纯电技 术带来的体验收益，大于因为加电不便带来体验损失的拐点。这个拐点的标志是近期越来越多的纯电大 三排SUV开始进入市场，销量开始跃升，增速远超增程、插混和燃油大三排，用户的选择和市场数据已 经显示出大三排SUV的纯电时代正在到来，可换电的纯电大三排SUV是终极选择，买大车的人一定要看 全新ES8和乐道L90。蔚来联合创始人、总裁秦力洪透露，蔚来全新ES8同期预订单量多于乐道L90。乐 道L90是依托蔚来公司十年专注纯电技术创新打造的家庭大三排SUV革新之作，售价26.58万起，采用 BaaS电池租用方式购买17.98万起。8月1日以来已累计交付超过7000台，稳居大型SUV销量TOP3，上市 以来持续热销、热产、热交。 ...

8月22日，蔚来美股开盘涨近10%，快速站稳45港元高位。蔚来创始人、董事长、CEO李斌在今日媒体 沟通会上表示，2025年是用户从纯电技术带来的体验收益，大于因为加电不便带来体验损失的拐点。这 个拐点的标志是近期越来越多的纯电大三排SUV开始进入市场，销量开始跃升，增速远超增程、插混和 燃油大三排，用户的选择和市场数据已经显示出大三排SUV的纯电时代正在到来，可换电的纯电大三排 SUV是终极选择。昨日，全场景科技旗舰SUV蔚来全新ES8预售发布：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。全新ES8将于9月下旬正式上市并开启交付。 ...

本文源自：金融界AI电报 蔚来汽车港股今日开盘强势走高，涨幅近6%，股价稳健突破40港元关键阻力位。市场关注焦点集中于 今晚在成都举行的全新ES8产品技术发布会。目前，蔚来全新ES8全国首批展车现已到店。蔚来创始 人、董事长、CEO李斌在乘坐全新ES8一路换电到达珠峰大本营后公开表示，伴随产品技术创新与充换 电基础设施建设持续完善，纯电大三排SUV的黄金时代已经到来。 ...

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].

本报讯(刘钊)8月16日，西藏自治区日喀则市定日县，随着蔚来定日珠峰换电站显示屏亮起，蔚来在 G318川藏线布局的第15座换电站正式上线运营。这里是众多游客去往珠峰大本营的必经之地。这座海 拔4300米的换电站正式投入运营，这也标志着G318川藏换电路线全线贯通。 也诚如李斌所言："伴随产品技术创新与充换电基础设施建设持续完善，纯电大三排SUV的黄金时代已 经到来。"据了解，在乐道L90持续热卖的同时，全新蔚来ES8也正在蓄势待发。8月21日，经历三代迭 代的蔚来全新ES8产品技术发布会将在成都举办，新车将于9月下旬的2025蔚来日(NIO Day2025)正式上 市。 李斌曾表示，2025年是蔚来的技术收获大年、产品大年、基建大年。依托十年科技创新的竞争力，以及 一系列重磅新车的上市，蔚来公司正在不同价位段与细分市场中不断打破和重塑价值标杆，为用户提供 高品质的产品和服务。当然，这一切的基础依旧是基建的持续投入建设，从第一座换电站落成到G318 换电线路的全线贯通，蔚来用10年超180亿元的基建投入为蔚来和乐道的用户铺设了一张全国补能无忧 的能源网络。从点到线再到面，蔚来已基本完成全国充换电站网络建设，进入 ...

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]

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]