蔚来全新ES8降价上市锁单火爆产能提升_老虎社区_美港股上老虎

蔚来全新ES8降价上市锁单火爆产能提升

DoNews2025-09-23

蔚来全新ES8正式上市，全系价格较预售下调1万元，共推出六座和七座两种布局的行政豪华版与签名版，起售价分别为40.68万元和44.68万元。若采用BaaS电池租用方案，购车门槛降至29.88万元。此前，该车型预售价格为行政豪华版41.68万元起、签名版45.68万元起，BaaS方案下分别为30.88万元和34.88万元。相较上一代ES8 BaaS方案42.8万至47万元的价格，新款降幅超过12万元...

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炎黄大帝
·2025-09-24
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href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>未公布具体订单数据，但李斌称锁单情况好于预期，不再使用“爆单”表述以避免营销压力。9月20日晚九点半开启锁单后，因用户集中涌入导致官方APP短暂宕机。近10天内有约15万人试驾新车，部分在夜间完成。</p><p>为应对潜在产能压力，蔚来已将月产能提升至4万余辆。若产能不足，公司将为用户补贴明年购置税差额及提供整车积分红包。</p><p>2025年被定为蔚来的产品、技术、换电站建设与国际化“四个大年”，李斌提出四季度实现盈利的目标。内部自2月起推进务实改革，调整组织架构，强化市场导向。</p><p>产品方面，除全新ES8外，乐道L90上市不足一个月交付量破万，成为蔚来旗下最快达成此成绩的车型。8月蔚来共交付新车31305台，同比增长55.2%，创历史新高。</p><p>资本层面，蔚来近期完成两轮合计约180亿元人民币融资，包括一笔11.6亿美元和一笔10亿美元融资，间隔仅七天，为其后续发展提供资金支持。</p><p>截至2025年9月22日港股收盘，蔚来市值达1408亿港元，股价年内最高触及60.35港元/股。目前公司尚未实现自我造血，盈利仍是长期挑战。</p><p>行业分析认为，未来五年中国汽车市场将经历大洗牌，可能仅剩少数几家本土企业。李斌表示，蔚来需在销量与利润间平衡前行，在激烈竞争中稳固地位。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来全新ES8降价上市 锁单火爆产能提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923093637a73064eb&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来全新ES8正式上市，全系价格较预售下调1万元，共推出六座和七座两种布局的行政豪华版与签名版，起售价分别为40.68万元和44.68万元。若采用BaaS电池租用方案，购车门槛降至29.88万元。此前，该车型预售价格为行政豪华版41.68万元起、签名版45.68万元起，BaaS方案下分别为30.88万元和34.88万元。相较上一代ES8 BaaS方案42.8万至47万元的价格，新款降幅超过12万元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923093637a73064eb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","NIO.SI":"蔚来","09866":"蔚来-SW","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4588":"碎股","NIO":"蔚来","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923093637a73064eb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569752490","content_text":"蔚来全新ES8正式上市，全系价格较预售下调1万元，共推出六座和七座两种布局的行政豪华版与签名版，起售价分别为40.68万元和44.68万元。若采用BaaS电池租用方案，购车门槛降至29.88万元。此前，该车型预售价格为行政豪华版41.68万元起、签名版45.68万元起，BaaS方案下分别为30.88万元和34.88万元。相较上一代ES8 BaaS方案42.8万至47万元的价格，新款降幅超过12万元。蔚来创始人李斌表示，当前行业竞争激烈，活下去是首要目标。新款ES8成本显著降低，现有定价仍保有合理毛利，并非参与价格战。他强调技术创新与管理效率提升使公司实现降本增效。尽管蔚来未公布具体订单数据，但李斌称锁单情况好于预期，不再使用“爆单”表述以避免营销压力。9月20日晚九点半开启锁单后，因用户集中涌入导致官方APP短暂宕机。近10天内有约15万人试驾新车，部分在夜间完成。为应对潜在产能压力，蔚来已将月产能提升至4万余辆。若产能不足，公司将为用户补贴明年购置税差额及提供整车积分红包。2025年被定为蔚来的产品、技术、换电站建设与国际化“四个大年”，李斌提出四季度实现盈利的目标。内部自2月起推进务实改革，调整组织架构，强化市场导向。产品方面，除全新ES8外，乐道L90上市不足一个月交付量破万，成为蔚来旗下最快达成此成绩的车型。8月蔚来共交付新车31305台，同比增长55.2%，创历史新高。资本层面，蔚来近期完成两轮合计约180亿元人民币融资，包括一笔11.6亿美元和一笔10亿美元融资，间隔仅七天，为其后续发展提供资金支持。截至2025年9月22日港股收盘，蔚来市值达1408亿港元，股价年内最高触及60.35港元/股。目前公司尚未实现自我造血，盈利仍是长期挑战。行业分析认为，未来五年中国汽车市场将经历大洗牌，可能仅剩少数几家本土企业。李斌表示，蔚来需在销量与利润间平衡前行，在激烈竞争中稳固地位。","news_type":1,"symbols_score_info":{"NIO":1.5,"EVS.SI":0.6,"09866":0.6,"NIO.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}