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]

消息面上，蔚来将于9月2日发布二季度业绩。值得一提的是，近期蔚来全新ES8车型引发关注。全新 ES8将于9月下旬上市交付。更早前，蔚来新品牌乐道推出的L90车型，凭借26.58万元（BaaS方案下为 17.98万元）的起售价获得了积极的市场反应。摩通大根认为，这两款车的定价都极具竞争力，因蔚来 提供独特的 BAAS选项，可有效降低购买价格约25-30%，因此与同细分市场的同类车型相比更具吸引 力。 智通财经APP获悉，蔚来-SW(09866)午后涨超6%，截至发稿，涨5.43%，报53.35港元，成交额4.37亿港 元。 ...