📍 1. Event Details
Date and Location: NIO Day 2025 will be held on September 20, 2025, in Hangzhou, Zhejiang Province. This is the first time the event is scheduled in autumn instead of year-end, aiming to align with the peak sales season in China .
Theme: The theme is "Grow with the Light," emphasizing stories of vision and action. Hangzhou was chosen for its cultural heritage and modern vitality, symbolized by a custom icon inspired by osmanthus blossoms .
🚗 2. All-New ES8 Launch
Pricing: The third-generation ES8 is available in two variants:
Executive Premium Edition: Starts at RMB 416,800 (with battery) or RMB 308,800 (BaaS plan).
Executive Signature Edition: Starts at RMB 456,800 (with battery) or RMB 348,800 (BaaS plan) .
Key Features:
Design: Larger dimensions (5,280 mm length, 3,130 mm wheelbase) with a refined exterior (e.g., crystal-inspired DRLs, fletching taillights) and luxurious interiors (e.g., zero-gravity seats, ambient lighting, four thematic color schemes) .
Performance: Powered by a 900V architecture, dual motors (520 kW output, 700 N·m torque), and a 102 kWh battery, enabling a 0-100 km/h acceleration in 3.97 seconds and a CLTC range of 635 km .
Technology: Equipped with NIO’s Smart System NT.Cedar, AR HUD, Dirac RRM audio, and NAD-assisted driving capabilities .
Pre-Order Benefits: Pre-orders (until launch) include a RMB 5,000 deposit抵扣 RMB 10,000, plus repurchase benefits for existing users .
⚙️ 3. Sales Strategy
Battery-as-a-Service (BaaS): NIO promotes BaaS for lower upfront costs (e.g., RMB 108,000 reduction). The monthly rental fee is RMB 1,128, and calculations show owning the battery becomes costlier only after 8 years of continuous rental .
Test Drives and Configurations: Test drives began on September 10, 2025, with high demand leading to extended store hours. Configuration options opened on September 12 to streamline order processes .
📊 4. Context and Significance
Product Evolution: The ES8 is NIO’s flagship SUV, with this third generation featuring significant cost reductions (e.g., in-house NX9031 chip, material changes) to address past pricing issues and enhance competitiveness .
Market Impact: The launch aims to boost NIO’s Q4 profitability, leveraging seasonal demand and synergies with other models like the ONVO L90 .
Additional Speculations: Rumors suggest a potential special edition Firefly EV reveal, though unconfirmed .
🌐 5. Logistics and Delivery
Nationwide Shipping: NIO started shipping units to stores on September 15, 2025, to ensure immediate delivery post-launch .
Event Schedule: The main event runs from 7:00 PM to 10:00 PM Beijing time, with orders expected to open around 10:00 PM after price announcements .
Otherwise a disclaimer to note on these video is that all content that I will be sharing on the video must not be taken as professional financial advise as there are just my opinions. Otherwise for more stock market videos visit our youtube channel @Phumudzo Siphoro
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