设计 / 张 萌 "蔚来定义产品的方法论里有一个叫用户价值体系，我们内部有一个21条的用户价值分类维度，其中11条是情感价值，10条是功能价值。功能价值是什 么？空间便利、易用、舒适这样一些最基础的属性；情感价值是得体感、彰显品位，个性表达，展现实力等这样一些。我们会更多拆解用户需求，来体 现在产品的每一个触点和细节上面。蔚来在定义产品时，情感价值比功能的改善和堆叠有更大的权重。" 2025年8月22日，蔚来全新ES8发布会第二天的媒体沟通会上，蔚来副总裁兼ES8产品负责人李天舒回答情绪价值在蔚来产品定义阶段是怎样的一个权重 时如此说。 沟通会之后的那个周末，北京商场里，几个家庭用户围着新上市的这款大三排SUV前后打量。 孩子抢着连上后排娱乐屏看动画，家长用车机语音安排晚餐路线； 另一个品牌展厅 ，一台纯电轿跑的座舱灯带配合音乐起落，香氛从暗舱出风口缓缓 溢出。 工作人员问："您平时上下班堵车多吗？要不要试试'放空模式'，它会把噪声降到最低、把灯光调到最柔和。" 中国汽车市场正从"硬件竞赛"迈入"情绪竞争"。虽然新汽车时代，车，仍是交通工具，但在中国，更像一个移动的"第三空间"——既是个人 的情绪缓冲 带，也 ...

Core Viewpoint - The return of Jia Yueting as co-CEO of Faraday Future (FF) marks a significant moment after years of internal struggles, with promises of revitalizing the company and addressing past financial issues [1][3]. Company Summary - Jia Yueting claims that his previous resignation from the CEO position was influenced by concerns over his personal debt affecting company financing, leading to a loss of $1 billion raised during the IPO [3]. - He revealed that 80%-90% of FF's financing over the years was secured by him, despite not holding the CEO title, indicating a complex leadership dynamic [5]. - As co-CEO, he has committed to using 50% of the stock incentive earnings from his new position to repay debts in China, with the other half reinvested into the company [5]. Financial Situation - Currently, FF's market capitalization is just over $100 million, far from the $16 billion needed to trigger Jia's stock incentives [7]. - The company is projected to incur a net loss of $355.8 million in 2024, raising concerns about its financial viability and reliance on external funding for factory expansions [9]. Industry Context - The electric vehicle (EV) market has become increasingly competitive, with established players like BYD and Tesla delivering tens of thousands of vehicles monthly, while FF's delivery numbers remain significantly lower [7]. - The emphasis on AI capabilities in EVs is common across the industry, raising questions about FF's unique technological advantages compared to competitors [9]. - The current market environment has shifted from speculative investments to a focus on actual production and delivery capabilities, putting pressure on FF to demonstrate tangible results [9].