$NIO Inc(NIO.US)

More features without a price increase

Equivalent to getting the 9031 chip, LiDAR, and world model for free

Total value: 15,000

Combined with various limited-time optional package discounts, points, and benefits for existing owners (10,000 for owners of the 2025 model)

The total combined benefit is roughly 20,000-30,000

Effectively a disguised price cut

Simultaneously further enhances product competitiveness

Streamlining its own product lineup is a long-term positive, but short-term performance remains lukewarm.

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