香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 根據不同投票權架構，我們的股本包括A類普通股及C類普通股。對於提呈我們股東大會的任 何決議案，A類普通股持有人每股可投一票，而C類普通股持有人則每股可投八票，惟法律或 《香港聯合交易所有限公司證券上市規則》或我們的組織章程大綱及細則另行規定者除外。股東 及有意投資者務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股（每股美國存 託股代表一股A類普通股）於美國紐約證券交易所上市，股份代號為NIO。 蔚來集團 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9866） 自願公告 2025蔚來日在杭州舉辦 NIO Day 2025上，蔚來宣佈全場景科技旗艦SUV——全新ES8正式上市。蔚來 ES8是中國純電大三排SUV的開創者，全新ES8是首款完成了三代迭代的智能電 動汽車產品，凝聚了蔚來十年技術創新心血，將引領高端大三排SUV進入純電時 代。 「首次在秋季舉辦NIO Day，給用戶和 ...

Group 1 - The NIO Day 2025 was held in Hangzhou with the theme "Grow with the Lights," showcasing the city's cultural heritage and modern innovation [1] - The highlight of the event was the official launch of the new ES8, a high-end three-row SUV that represents the culmination of NIO's decade of technological innovation [1] - NIO's founder and CEO, Li Bin, emphasized that the era of electric three-row SUVs is accelerating [1] Group 2 - NIO's partnership with Alibaba marks a new phase in their collaboration, focusing on creating a user-centric automotive lifecycle service model [3] - The collaboration with Tmall will enhance user engagement and optimize service pathways, leveraging Alibaba's e-commerce ecosystem and data technology [3][4] - Both companies aim to transform the perception of cars from mere transportation tools to lifestyle carriers, enhancing community belonging and interaction among NIO users [4]

9月20日，阿维塔董事长王辉在重庆渝北白云湖公园发布了阿维塔战略2.0。这场发布会原计划是1小 时，结果延长至1.5个小时。媒体收到的发布会邀请函，其主题是"阿维塔07 2026款上市发布会"，但到 现场后，发布会为题变成"阿维塔战略2.0发布会暨阿维塔07 2026款上市"。 显然，这是一个临时的决定。发布会前一天，阿维塔才正式宣布，王辉接替朱华荣出任阿维塔科技董事 长，全面统筹公司战略规划与决策、经营管理、全球业务等工作。 "新官上任"的王辉通过发布阿维塔 2.0战略，向外展示他对公司未来发展的构想。 资料显示，王辉1981年出生，湖北赤壁人，2003年加入长安汽车，曾任长安马自达发动机有限公司执行 副总裁，2022年9月，王辉接任长安汽车执行副总裁何朝兵。从履历上看，王辉没有执掌独立品牌的经 验，跟阿维塔也没有直接的接触。 因此，有人问王辉，是不是对阿维塔完全不熟悉？他在发布会上，讲了三个故事来做回应。 王辉的三个故事 "今天是我加入阿维塔的第27天，在发布战略2.0前，先给大家来分享三个故事。"王辉说。 第一个故事是，2019年1月，离春节还有两周，长安汽车董事长朱华荣与华为轮值董事长徐直军一边茶 叙 ...

Core Insights - NIO Day 2025 was held in Hangzhou with the theme "Grow with the Light," showcasing NIO's latest products and technological innovations [1][4] - The event featured over 700 NIO users and creators, highlighting user stories and community engagement [2] Product Launches - The new ES8, a flagship SUV, was officially launched with prices starting at 406,800 CNY for the six-seat luxury version and 298,800 CNY with BaaS battery rental [2][3] - The ET9 Horizon Special Edition was also launched, starting at 818,000 CNY, with deliveries set to begin at the end of September [3] Technological Innovation - The third-generation ES8 is noted as the first electric SUV to complete three iterations, representing a decade of technological innovation by NIO [3] - The ET9 Horizon Special Edition integrates advanced design and technology, aiming to redefine the standards for high-end electric vehicles [3] Market Positioning - NIO's founder, Li Bin, emphasized that 2025 marks a turning point as the high-end electric vehicle market accelerates its transition to pure electric models [4] - The company aims to leverage over ten years of technological innovation to meet user demands with high-quality products and services [4]

Core Viewpoint - NIO Day 2025, held in Hangzhou, showcased NIO's latest products and technological innovations under the theme "Grow with the Light" [1][4]. Group 1: Event Highlights - The event featured over 700 NIO users and creators, with a user-created theme song "Growth" that embodies the power of growth [4]. - A documentary titled "Growth" highlighted the stories of nearly 20 diverse NIO users, celebrating their personal growth journeys [4]. - The event included a unique exhibition of the G318 Sichuan-Tibet battery swap route, promoting NIO's battery swap technology [4]. Group 2: Product Launches - NIO officially launched the new ES8, a flagship SUV, with prices starting at 406,800 CNY for the six-seat luxury version and 298,800 CNY with the BaaS battery rental option [4]. - The ES8 is noted as the first electric large three-row SUV in China, representing a significant technological advancement for NIO [5]. - The ET9 Horizon Special Edition was also launched, starting at 818,000 CNY, with deliveries set to begin at the end of September [5]. Group 3: Strategic Insights - NIO's founder and CEO, Li Bin, emphasized that 2025 marks a turning point as the high-end electric vehicle market accelerates towards full electrification [6]. - The company aims to leverage over a decade of technological innovation to meet user demands with high-quality products and services [6].

中国基金报记者邱德坤 同时，李斌预判称："纯电大三排SUV的黄金时代已经到来。"2025年是一个拐点，用户通过纯电带来的体验收益，开始大 于加电不便带来的体验损失。 来源：中国基金报记者拍摄 蔚来两款纯电重磅车型上市 全新ES8售价相较预售价下降1万元 在9月20日举办的2025蔚来日上，蔚来相继发布了两款重磅纯电车型，分别是智能电动行政旗舰ET9地平线特别版、全场景 科技旗舰SUV全新ES8，其中科大讯飞董事长刘庆峰成为全新ES8的首位车主。 【导读】蔚来两款重磅纯电车型上市，李斌称2025年是纯电发展拐点 来源：中国基金报记者拍摄 对此，蔚来创始人、董事长兼CEO李斌详细介绍了全新ES8的优势，包含空间、智能化、安全等。李斌称："全新ES8是汇 聚了蔚来十年底层技术的创新成果。" 记者在现场注意到，这是李斌试图"把肉从饭里面挖出来"的最新案例。李斌此前收到的反馈称，全新ES8等产品有很多优 势，但是"肉都埋在了饭里"。 针对全新ES8的各项优势，李斌首先给出了一段绕口令："6人12箱无压力，座座都是MVP，MPV可平替。" 全新ES8在坐满6人的情况下，拥有777L的装载能力，包含230L的感应式电动前备 ...

Core Viewpoint - Avita Technology has appointed Wang Hui as the new chairman, who will oversee the company's strategic planning, decision-making, and global operations [2][3]. Group 1: Leadership and Experience - Wang Hui, born in August 1981, has nearly 20 years of experience at Changan Automobile, where he held various leadership roles, including Vice President [2]. - Prior to his new role, Wang was involved in strategic planning and project management at Changan, showcasing his extensive management experience and global strategic vision [2][3]. Group 2: Strategic Initiatives - Wang Hui is expected to enhance Avita Technology's collaboration with Huawei and accelerate its globalization efforts [3]. - He has previously supported the development of the Avita brand and facilitated strategic partnerships with Huawei and other leading companies [3][4]. Group 3: Sales Performance - Under the previous leadership of Zhu Huarong, Avita Technology achieved significant sales growth, with a projected total of 73,600 units sold in 2024, representing a 140% year-on-year increase [4]. - In the first half of this year, Avita's cumulative sales reached 59,100 units, more than doubling compared to the previous year [4]. Group 4: Future Plans - Avita Technology aims to expand its presence in 50 countries and regions by 2025, with a sales target of 15,000 units, and plans to enter the European market in 2026 [4].

本周，中证汽车零部件主题指数上涨6.2%，中证智能电动汽车指数上涨5.2%。 据央视新闻报道，我国新能源汽车累计销售突破4000万辆，产销量连续10年保持全球第一；乘联分会数 据显示，8月，商用车新能源渗透率30%，其中卡车新能源渗透率23%，客车新能源渗透率63%，同比均 有大幅提升。 指数历史涨跌幅 | | 中证智能电动汽车 | 中证汽车零部件主题 | | --- | --- | --- | | | 指数 | 指数 | | 近1月累计涨跌幅 | 20. 2% | 13. 6% | | 近3月累计涨跌幅 | 37. 3% | 35. 9% | | 今年以来累计涨跌幅 | 34. 1% | 37. 2% | | 近1年累计涨跌幅 | 69. 6% | 72. 5% | | 近3年累计涨跌幅 | 3.3% | 30. 0% | | 近5年累计涨跌幅 | 54. 9% | 41. 3% | | | 中证智能电动汽车 | 中证汽车零部件主题 | | --- | --- | --- | | | 指数 | 指数 | | 本周涨跌幅 | 5.2% | 6.2% | | 指数滚动 市盈率 | 33.6倍 | 34. 0倍 ...

Core Viewpoint - The article emphasizes the shift in the automotive market from price wars to technology competition, particularly in the realm of intelligent driving systems, with the launch of the new Deep Blue S07 marking a significant step towards making high-quality intelligent driving accessible to mainstream consumers [3][5][40]. Group 1: Intelligent Driving Technology - Intelligent driving features are no longer exclusive to high-end models, with advanced systems now available in vehicles priced as low as 70,000 to 100,000 yuan [3][5]. - The Deep Blue S07 is equipped with Huawei's QianKun Intelligent Driving ADS 4 SE system, which is positioned in the 150,000 yuan SUV market, offering a comprehensive suite of intelligent driving features without compromising on functionality [3][10]. - The ADS 4 SE system shares core algorithms and data with luxury vehicles, ensuring that users of the Deep Blue S07 benefit from proven technology and safety standards [13][14]. Group 2: Performance and Features - The ADS 4 SE system has demonstrated significant improvements, including a 50% reduction in end-to-end latency, a 20% increase in traffic efficiency, and a 70% improvement in emergency braking performance [10][12]. - The Deep Blue S07 offers advanced safety features, such as lateral collision avoidance and a UPA system that prevents unintended acceleration, enhancing overall user safety [16][17]. - In terms of driving assistance, the vehicle provides features like NCA for highway navigation and adaptive cruise control for urban commuting, making driving more convenient and less stressful [19][20]. Group 3: Market Positioning and Design - The Deep Blue S07 aims to redefine the perception that limited budgets necessitate compromises in driving experience, offering a luxurious interior and advanced technology at a competitive price point [5][24][30]. - The vehicle's design includes high-quality materials and modern aesthetics, with features like a dual-zone climate control system and a high-performance Qualcomm 8295P chip for smooth operation [25][28]. - The car's energy efficiency is notable, with a fuel consumption rate as low as 3.8L/100km and a pure electric range of 300km, showcasing its advanced engineering [29]. Group 4: Industry Implications - The collaboration between Huawei and Deep Blue represents a model for achieving technological inclusivity in the automotive industry, moving high-end technology into the mainstream market [33][40]. - The article highlights the importance of a systematic approach to technology development, emphasizing that true technological advancement should be sustainable and reliable, rather than merely promotional [36][41]. - The Deep Blue S07 is positioned to meet the needs of a new generation of consumers who prioritize technology and quality, breaking the traditional link between high-end features and high prices [40].

Group 1 - The robotics sector experienced fluctuations this week, with the China Securities Intelligent Electric Vehicle Index rising by 5.2%, the National Securities Robotics Industry Index increasing by 4%, the China Securities Consumer Electronics Theme Index up by 2.7%, and the China Securities Internet of Things Theme Index gaining 1.7% [1] - The E Fund Robotics ETF (159530) saw a net inflow of over 2.3 billion yuan over four consecutive days, reaching a record high of 11.8 billion yuan in total assets [1] Group 2 - The China Securities Intelligent Electric Vehicle Index focuses on smart electric vehicles, which are expected to represent a significant direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [3] - The China Securities Consumer Electronics Theme Index centers on AI hardware, which is currently a major category of smart terminals, comprising stocks of companies involved in component production and complete brand design and manufacturing [5] - The China Securities Internet of Things Theme Index emphasizes the Internet of Things as a crucial foundation for achieving connectivity among smart terminals, including stocks of companies engaged in information collection, transmission, and IoT applications [6] Group 3 - The cumulative performance of various indices over different time frames shows significant growth, with the National Securities Robotics Industry Index up by 102.9% over the past year and 175.6% since its inception [9] - The rolling price-to-earnings (P/E) and price-to-sales (P/S) ratios for the indices indicate varying levels of valuation, with the National Securities Robotics Industry Index having a historical valuation that is relatively low compared to its current metrics [17]