不卷9系也不做MPV，蔚来年度盈利王牌ES9登场

国际金融报04-14

当一辆SUV的大小、空间和舒适程度可以媲美MPV时，消费者会如何选择？　　4月9日，蔚来汽车（下称“NIO" target="_blank" web="1">蔚来”）首款旗舰SUV蔚来ES9正式亮相并开启全球预售，该车定位智能电动行政旗舰SUV，预售价格52.8万元起。　　对于这台年度首款上市新车，蔚来寄望颇高，内部称其为成立十一年来体系创新的集大成之作，它不仅填补了蔚来在高端纯电行政SUV的市场...

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web=\"1\">蔚来”）首款旗舰SUV蔚来ES9正式亮相并开启全球预售，该车定位智能电动行政旗舰SUV，预售价格52.8万元起。　　对于这台年度首款上市新车，蔚来寄望颇高，内部称其为成立十一年来体系创新的集大成之作，它不仅填补了蔚来在高端纯电行政SUV的市场空白，更被市场视为是其冲击盈利，巩固高端市场的重要抓手。　　本次蔚来ES9推出三款配置，包括行政豪华版、行政签名版、地平线特别版，并提供整车与BaaS电池租用两种方案，其中行政豪华版整车预售价为52.8万元，BaaS方案为42万元起，行政签名版整车预售价为58.8万元，BaaS方案为48万元起，地平线特别版整车预售价为65.8万元，BaaS方案为55万元起。　　高定价也让市场对其毛利表现充满期待，媒体群访上针对新车毛利问题，董事长李斌直言，蔚来ES9一季度无法贡献利润，二季度起将对运营利润带来显性积极作用，成为蔚来SUV阵营毛利最高车型。依托高效运营与规模效应，蔚来ES9将助力蔚来延续第四季度盈利态势，夯实盈利根基。　　新车长宽高为5365mm、2029mm、1870mm，轴距达到3250mm，为当前国产最长纯电行政SUV，车内采用2+2+2六座布局，装载能力可相比主流MPV。　　李斌在发布会上呼吁用户“忘记MPV”，他说这不是极端表述，而是理性邀请。依据是蔚来ES9覆盖MPV核心优势，同时规避了MPV操控弱、通过性差、造型单一等短板。他明确，公司经ROI核算后短期不会推出MPV，将集中资源打磨ES9，避免用户选择内耗。　　技术赋能上，新车基于蔚来NT3.0第三代平台打造，搭载全域900V高压架构，双电机四驱综合功率520kW，峰值扭矩700N·m，零百加速4.3s，CLTC续航620km，支持3分钟换电与5C超快充。　　在李斌看来，蔚来的优势并非单点技术，而是六大体系创新——产品、研发、充换电、服务、数字化、制造协同发力，这种体系能力难以复刻，是对抗行业同质化的核心壁垒。　　不过，蔚来ES9仍采用隐藏式门把手，在新国标即将施行的情况下，蔚来ES9此举遭到质疑，群访中李斌针对该问题回应道，蔚来隐藏式门把手从第一代ES8起就具备机械+电子双冗余设计，安全达标；明年新国标实施后，后续产品将全面适配，现有车型也将依规升级，消除用户安全顾虑。　　当前50万元—100万元级大型豪华SUV市场仍由宝马X7、奔驰GLS等燃油车型主导，纯电供给严重不足，高端用户对智能、舒适、补能便捷的需求长期没有得到满足。蔚来试图切入这个赛道，直接对标传统燃油旗舰，通过自身空间、智能、补能等方面的优势，来抢占BBA用户转向纯电的这部分市场。　　从订单情况来看，开局似乎不错。　　采访会上蔚来透露，社区外新用户订单量达去年蔚来ES8同期的1.5倍以上。　　在行业9系齐发的背景下，李斌表态蔚来ES9不参与“9系”同质化内卷，他说ES9将聚焦商务行政场景，避开家庭向SUV的激烈竞争。　　对于ES9是否会抢占当前公司热销车型ES8的销量，李斌明确否认，他说ES9与ES8已形成清晰区隔，前者专注商务行政，后者主打全场景家用，两者互补而非竞争，新车上市后因为用户到店量的增加反而能带动蔚来ES8订单增长，进一步扩大蔚来在大型纯电SUV市场的领先优势。　　对正处于盈利关键期的蔚来而言，蔚来ES9的战略价值远超一款旗舰车型，是支撑其全年盈利、巩固其高端定位、完善其产品矩阵的核心载体。　　李斌强调，蔚来ES9的高毛利将反哺研发与换电网络建设，形成技术投入—产品溢价—盈利增长—再研发的良性循环，为全年40%—50%销量增长目标提供强力支撑。（文章来源：国际金融报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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