Core Insights - NIO's new ES8 SUV has been launched, featuring significant upgrades in its power system and cabin configuration, particularly in its intelligent cockpit experience [1] - The introduction of electrochromic (EC) technology in the side windows marks a milestone in material innovation within the new energy vehicle (NEV) industry, showcasing how material advancements can enhance user experience [3][4] Group 1: Product Features - The ES8 is equipped with EC smart dimming privacy windows, which provide a light transmittance as low as 0.35%, ensuring high privacy while allowing dynamic adjustment for various travel scenarios [3] - Users can independently control the light state of each side window, enabling customized light management [3][4] Group 2: Market Trends - The shift towards intelligent materials in luxury vehicles is becoming a key component, as user demands for privacy, heat insulation, and visual comfort redefine standards for smart cabins [3][4] - The demand for privacy and light control features is increasingly seen as a necessity among NEV users, reshaping perceptions of high-end travel experiences [4] Group 3: Company Development - Lightyear Technology has successfully commercialized EC technology for both sunroofs and side windows, overcoming challenges in material performance, manufacturing processes, and supply chain coordination [3][6] - Since the launch of its first dimming sunroof project in 2021, Lightyear Technology has established a complete closed-loop system from material research to vehicle adaptation, with over 100,000 units installed across more than 20 mass-produced models [6] - The company aims to expand the application of EC technology in side windows by 2025, further solidifying its position in the smart materials market [6]

Group 1 - NIO launched the new ES8 on September 20, featuring systematic upgrades in its power system and cabin configuration, along with innovative smart cockpit experiences [1] - The ES8 incorporates EC electrochromic smart dimming privacy windows provided by Guangyi Technology, marking a significant advancement in material innovation and user experience [1] - Guangyi Technology is the only company to achieve mass production of EC dimming applications for both sunroofs and side windows, overcoming challenges in material performance, manufacturing processes, vehicle regulations, and supply chain collaboration [1][2] Group 2 - The introduction of dimming side windows in the ES8 signifies a shift in automotive experience from hardware performance to fulfilling user scenarios, with light adjustment becoming a new battleground for user experience [2] - The dimming technology allows for deep integration with various travel scenarios, such as creating a mobile meeting space during business receptions and providing a comfortable light environment for families [2] - The demand for smart dimming technology is driven by consumer needs rather than solely by manufacturers, with privacy protection and quality sunshade experiences becoming essential for electric vehicle users [2] Group 3 - Guangyi Technology has established a complete closed loop from material research and development to vehicle adaptation, with over 20 mass-produced models utilizing their dimming products, totaling more than 100,000 units installed [2][3] - The company aims to push smart materials from the laboratory to the main battlefield, with plans for large-scale delivery of side windows by 2025 [3] - The electrochromic technology is expected to enter a popularization phase alongside electric vehicles, becoming a new competitive advantage in the smart automotive sector [3]