This year, the changes in Li Bin and the Nio brand are clearly visible. Many customers of the ES8 and L90 fit the ideal customer profile, a proportion that was very small in the past, which is good news for the Nio brand.

Longbridge - Sampan
Sampan

$NIO(NIO.US)'s comeback requires the 5566 upgrade. The BMW 3 Series only truly opened up its thinking after the L version was released, so the evolution trajectory of 5566 has precedents. The downside might be that its coolness will be significantly reduced, and it's highly likely to degrade into a grocery-getter, but for Nio, it's the right move.

Frankly, whether they talk about smart features or not doesn't matter—soon, no one will choose Nio for its smart features. They'll just see it as a reliable car, and that's enough.

Smart features are a double-edged sword. I must point out that many automakers will suffer badly because of this selling point—and it's not due to technical issues.

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.