<p>蔚来汽车今天开始交付全新 ES8，向客户保证今年下的所有订单即使交付延迟到明年也将享受相同的税收减免。
蔚来管理层本月早些时候表示，全新 ES8 将在 10 月份达到每月 1 万辆的生产能力，并在 12 月份达到每月 1.5 万辆。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230924/2025092115092440.jpg/query-cmVzaXplPTEyMDAsNjcyJnNzbD0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230924/2025092115092440.jpg/query-cmVzaXplPTEyMDAsNjcyJnNzbD0x"/></p>
<p>(图片来源：蔚来)</p>
<p>蔚来汽车（NYSE: NIO）的第三代 ES8 SUV（运动型多用途车）是继 Onvo L90 SUV 之后的又一成功，最新报告显示其受欢迎程度。</p>
<p>全新 ES8 的锁定订单已经超过蔚来宣布的今年该车型 4 万辆的生产上限，今日国内媒体 LatePost 援引接近蔚来管理层的消息称。</p>
<p>“实际数字远高于此，” 该消息人士表示。</p>
<p>加入 CnEVPost 的 Telegram 或 Google News</p>
<p>第三代 ES8 于昨天在浙江杭州的蔚来日 2025 上正式发布，锁定订单——不可退款的定金——在北京时间晚上 9 点左右开放。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230926/2025092115092654.jpg/query-cmVzaXplPTEyMDAsNjg1JnNzbD0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230926/2025092115092654.jpg/query-cmVzaXplPTEyMDAsNjg1JnNzbD0x"/></p>
<p>蔚来创始人、董事长兼首席执行官李斌承诺该车型的年生产能力将超过 4 万辆，并补充说，如果生产限制导致无法满足今年的订单，公司将对因明年政府减少车辆购置税优惠而造成的消费者损失进行赔偿。</p>
<p>在今天与国内媒体的沟通中，李斌表示，ES8 的表现超出了预期，正如 LatePost 的报道所指出的。</p>
<p>与其他大多数中国电动车制造商不同，蔚来在新车型发布后从不披露预订或正式订单数量。</p>
<p>在之前被问及其他车型发布后的订单时，公司管理层通常会外交辞令地表示数字 “超出了预期”。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230929/2025092115092996.jpg/query-cmVzaXplPTEyMDAsNjg5JnNzbD0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230929/2025092115092996.jpg/query-cmVzaXplPTEyMDAsNjg5JnNzbD0x"/></p>
<p>（蔚来创始人、董事长兼首席执行官李斌（右）在北京交付第三代 ES8 车辆。图片来源：蔚来）</p>
<p>蔚来于 8 月 21 日首次推出第三代 ES8，并开始大 SUV 的预售。</p>
<p>在 9 月 17 日，德意志银行分析师王斌的团队在一份研究报告中表示，ES8 当时已收到约 10 万个可取消的订单——预订。</p>
<p>全新 ES8 配备 100 千瓦时电池组，起售价为 406,800 元（57,170 美元），比预售起售价 416,800 元减少了 10,000 元，降幅为 2.40%。</p>
<p>这个最终价格比旧款 100 千瓦时 ES8 的起售价 556,000 元减少了 149,200 元，降幅为 26.83%。</p>
<p>在 BaaS（电池即服务）计划下，其起售价比旧款 ES8（配备 100 千瓦时电池组）的 BaaS 起售价 428,000 元低 129,200 元（降幅 30.19%）。</p>
<p>蔚来提前生产了一批第三代 ES8 车辆，以便在市场发布后迅速交付。</p>
<p>公司今天在微博上宣布，第三代 ES8 的交付按计划开始，李斌和蔚来联合创始人兼总裁秦力洪亲自将车辆交付给第一批用户。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230931/2025092115093151.jpg/query-cmVzaXplPTEyMDAsNjkxJnNzbD0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230931/2025092115093151.jpg/query-cmVzaXplPTEyMDAsNjkxJnNzbD0x"/></p>
<p>在 9 月 2 日的财报电话会议上，蔚来管理层表示，全新 ES8 将在 10 月份达到每月 1 万辆的生产能力，并在 12 月份达到每月 1.5 万辆。</p>
<p>从 2024 年到 2025 年，中国继续对新能源汽车（NEVs）免征购置税，但每辆车的税收减免不超过 30,000 元。</p>
<p>从 2026 年到 2027 年，中国的新能源汽车购置税将按 10% 的标准税率的一半征收，每辆车的最高税收减免限额为 15,000 元。</p>
<p>蔚来今天在其移动应用上发布了一篇文章，详细说明了如何补偿无法在今年收到 ES8 交付的车主，旨在为明年第一季度的淡季建立订单储备。</p>
<p>根据文章，12 月 31 日或之前锁定全新 ES8 订单的客户将获得补贴券。</p>
<p>如果今年下的 ES8 订单因蔚来的原因在 2026 年交付，用户可以使用该券抵消最高 15,000 元。</p>
<p>同时，蔚来也承诺，如果客户的新 ES8 交付延迟超过 8 周（56 天），从锁定订单的第 57 天起，他们将获得每天 50 元的信用积分。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230934/2025092115093332.jpg/query-cmVzaXplPTEyMDAsNjYyJnNzbD0x?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230934/2025092115093332.jpg/query-cmVzaXplPTEyMDAsNjYyJnNzbD0x"/></p>
<p>（蔚来联合创始人兼总裁秦力洪（左）在浙江杭州交付第三代 ES8 车辆。图片来源：蔚来）</p>
<p>（$1 = 7.1156 元）</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/20234845/2025092015484541.jpg/query-Zml0PTgwMCw0NjEmc3NsPTE?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/20234845/2025092015484541.jpg/query-Zml0PTgwMCw0NjEmc3NsPTE"/></p>
<p>蔚来推出全新 ES8，可能成为其最成功的车型之一</p>
<p>全新 ES8 起售价为 406,800 元（57,170 美元），虽然不便宜，但在该车型及其细分市场中具有很强的竞争力。</p>

蔚来汽车

蔚来-SW

<p>蔚来汽车已开始交付其新款 ES8 SUV，该车型今年的生产能力已超过 40,000 辆。公司向客户保证，即使交付延迟到明年，今年下单的客户仍将享受税收减免。蔚来汽车首席执行官李斌表示，ES8 的性能超出了预期，车辆的起售价为 406,800 元人民币（57,170 美元）。蔚来还宣布了针对面临交付延迟的客户的补偿计划</p>

<blockquote>
<ul>
<li>Nio began deliveries of the new ES8 today, assuring customers that all orders placed this year will enjoy the same tax reduction, even if deliveries are delayed until next year.</li>
<li>Nio management said earlier this month that the new ES8 will reach a production capacity of 10,000 units in October and 15,000 units in December.</li>
</ul>
</blockquote>
<div class="lb-trans"><p>蔚来汽车今天开始交付全新 ES8，向客户保证今年下的所有订单即使交付延迟到明年也将享受相同的税收减免。
蔚来管理层本月早些时候表示，全新 ES8 将在 10 月份达到每月 1 万辆的生产能力，并在 12 月份达到每月 1.5 万辆。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230924/2025092115092440.jpg/query-cmVzaXplPTEyMDAsNjcyJnNzbD0x" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/21230924/2025092115092440.jpg?resize=1200%2C672&amp;ssl=1"/></p>
<p>(Image credit: Nio)</p>
<div class="lb-trans"><p>(图片来源：蔚来)</p>
</div><p>Nio Inc's (NYSE: NIO) third-generation ES8 SUV (sport utility vehicle) is another success following the Onvo L90 SUV, with a new report revealing its popularity.</p>
<div class="lb-trans"><p>蔚来汽车（NYSE: NIO）的第三代 ES8 SUV（运动型多用途车）是继 Onvo L90 SUV 之后的又一成功，最新报告显示其受欢迎程度。</p>
</div><p>Locked-in orders for the new ES8 have already surpassed Nio's announced production cap of 40,000 units for the model this year, a report today by domestic media outlet LatePost said, citing a source close to Nio's management.</p>
<div class="lb-trans"><p>全新 ES8 的锁定订单已经超过蔚来宣布的今年该车型 4 万辆的生产上限，今日国内媒体 LatePost 援引接近蔚来管理层的消息称。</p>
</div><p>&#34;The actual figure is significantly higher than that,&#34; the source said.</p>
<div class="lb-trans"><p>“实际数字远高于此，” 该消息人士表示。</p>
</div><p>Join CnEVPost on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入 CnEVPost 的 Telegram 或 Google News</p>
</div><p>The third-generation ES8 was officially launched yesterday at Nio Day 2025 in Hangzhou, Zhejiang, with locked-in orders -- non-refundable deposits -- opening around 9 pm Beijing time.</p>
<div class="lb-trans"><p>第三代 ES8 于昨天在浙江杭州的蔚来日 2025 上正式发布，锁定订单——不可退款的定金——在北京时间晚上 9 点左右开放。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230926/2025092115092654.jpg/query-cmVzaXplPTEyMDAsNjg1JnNzbD0x" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/21230926/2025092115092654.jpg?resize=1200%2C685&amp;ssl=1"/></p>
<p>Nio founder, chairman, and CEO William Li pledged annual production capacity exceeding 40,000 units for the model, adding that if production constraints prevent fulfilling this year's orders, the company will compensate consumers for losses incurred due to next year's reduced vehicle purchase tax incentives from the government.</p>
<div class="lb-trans"><p>蔚来创始人、董事长兼首席执行官李斌承诺该车型的年生产能力将超过 4 万辆，并补充说，如果生产限制导致无法满足今年的订单，公司将对因明年政府减少车辆购置税优惠而造成的消费者损失进行赔偿。</p>
</div><p>In today's communication with domestic media, Li said the ES8's performance exceeded expectations, as noted by LatePost's report.</p>
<div class="lb-trans"><p>在今天与国内媒体的沟通中，李斌表示，ES8 的表现超出了预期，正如 LatePost 的报道所指出的。</p>
</div><p>Unlike most other Chinese electric vehicle (EV) makers, Nio never discloses pre-order or firm order numbers after new model launches.</p>
<div class="lb-trans"><p>与其他大多数中国电动车制造商不同，蔚来在新车型发布后从不披露预订或正式订单数量。</p>
</div><p>When previously asked about orders following other model launches, company management often diplomatically said only that figures &#34;exceeded expectations.&#34;</p>
<div class="lb-trans"><p>在之前被问及其他车型发布后的订单时，公司管理层通常会外交辞令地表示数字 “超出了预期”。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230929/2025092115092996.jpg/query-cmVzaXplPTEyMDAsNjg5JnNzbD0x" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/21230929/2025092115092996.jpg?resize=1200%2C689&amp;ssl=1"/></p>
<p>(Nio founder, Chairman, and CEO William Li (right) delivers the third-generation ES8 vehicle in Beijing. Image credit: Nio)</p>
<div class="lb-trans"><p>（蔚来创始人、董事长兼首席执行官李斌（右）在北京交付第三代 ES8 车辆。图片来源：蔚来）</p>
</div><p>Nio debuted the third-generation ES8 and commenced pre-sales for the large SUV on August 21.</p>
<div class="lb-trans"><p>蔚来于 8 月 21 日首次推出第三代 ES8，并开始大 SUV 的预售。</p>
</div><p>On September 17, Deutsche Bank analyst Wang Bin's team said in a research note that the ES8 had received about 100,000 cancellable orders -- pre-orders -- at that time.</p>
<div class="lb-trans"><p>在 9 月 17 日，德意志银行分析师王斌的团队在一份研究报告中表示，ES8 当时已收到约 10 万个可取消的订单——预订。</p>
</div><p>The all-new ES8, featuring a 100-kWh battery pack, starts at RMB 406,800 ($57,170), a reduction of RMB 10,000, or 2.40 percent, from the pre-sales starting price of RMB 416,800.</p>
<div class="lb-trans"><p>全新 ES8 配备 100 千瓦时电池组，起售价为 406,800 元（57,170 美元），比预售起售价 416,800 元减少了 10,000 元，降幅为 2.40%。</p>
</div><p>This final price represents a reduction of RMB 149,200, or 26.83 percent, compared to the RMB 556,000 starting price of the older 100-kWh ES8 version.</p>
<div class="lb-trans"><p>这个最终价格比旧款 100 千瓦时 ES8 的起售价 556,000 元减少了 149,200 元，降幅为 26.83%。</p>
</div><p>Under the BaaS (Battery as a Service) plan, its starting price is RMB 129,200 (30.19 percent) lower than the RMB 428,000 BaaS starting price of the older ES8 equipped with a 100-kWh battery pack.</p>
<div class="lb-trans"><p>在 BaaS（电池即服务）计划下，其起售价比旧款 ES8（配备 100 千瓦时电池组）的 BaaS 起售价 428,000 元低 129,200 元（降幅 30.19%）。</p>
</div><p>Nio produced a batch of third-generation ES8 vehicles in advance to enable rapid deliveries after market launch.</p>
<div class="lb-trans"><p>蔚来提前生产了一批第三代 ES8 车辆，以便在市场发布后迅速交付。</p>
</div><p>The company announced on Weibo today that deliveries of the third-generation ES8 commenced as scheduled, with Li and Nio co-founder and president Qin Lihong personally handing over vehicles to the first batch of users.</p>
<div class="lb-trans"><p>公司今天在微博上宣布，第三代 ES8 的交付按计划开始，李斌和蔚来联合创始人兼总裁秦力洪亲自将车辆交付给第一批用户。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230931/2025092115093151.jpg/query-cmVzaXplPTEyMDAsNjkxJnNzbD0x" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/21230931/2025092115093151.jpg?resize=1200%2C691&amp;ssl=1"/></p>
<p>During a September 2 earnings call, Nio management said the new ES8 would reach a production capacity of 10,000 units in October and 15,000 units in December.</p>
<div class="lb-trans"><p>在 9 月 2 日的财报电话会议上，蔚来管理层表示，全新 ES8 将在 10 月份达到每月 1 万辆的生产能力，并在 12 月份达到每月 1.5 万辆。</p>
</div><p>From 2024 to 2025, China continues exempting new energy vehicles (NEVs) from purchase tax, but the tax exemption per vehicle does not exceed RMB 30,000.</p>
<div class="lb-trans"><p>从 2024 年到 2025 年，中国继续对新能源汽车（NEVs）免征购置税，但每辆车的税收减免不超过 30,000 元。</p>
</div><p>From 2026 to 2027, China's NEV purchase tax will be levied at half the standard rate of 10 percent, with a maximum tax reduction per vehicle capped at RMB 15,000.</p>
<div class="lb-trans"><p>从 2026 年到 2027 年，中国的新能源汽车购置税将按 10% 的标准税率的一半征收，每辆车的最高税收减免限额为 15,000 元。</p>
</div><p>Nio published an article today on its mobile app detailing how it will compensate owners unable to receive their ES8 deliveries this year, aiming to build order reserves for the first-quarter off-season next year.</p>
<div class="lb-trans"><p>蔚来今天在其移动应用上发布了一篇文章，详细说明了如何补偿无法在今年收到 ES8 交付的车主，旨在为明年第一季度的淡季建立订单储备。</p>
</div><p>Customers who lock in orders for the all-new ES8 on or before December 31, 2025, will receive a subsidy voucher, according to the article.</p>
<div class="lb-trans"><p>根据文章，12 月 31 日或之前锁定全新 ES8 订单的客户将获得补贴券。</p>
</div><p>If an ES8 order placed this year is delivered in 2026 due to reasons attributable to Nio, users may use this voucher to offset up to RMB 15,000.</p>
<div class="lb-trans"><p>如果今年下的 ES8 订单因蔚来的原因在 2026 年交付，用户可以使用该券抵消最高 15,000 元。</p>
</div><p>Meanwhile, Nio also commits that if customers experience a delivery delay exceeding 8 weeks (56 days) for the new ES8, they will receive credit points worth RMB 50 per day starting from the 57th day of order locking in.</p>
<div class="lb-trans"><p>同时，蔚来也承诺，如果客户的新 ES8 交付延迟超过 8 周（56 天），从锁定订单的第 57 天起，他们将获得每天 50 元的信用积分。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/21230934/2025092115093332.jpg/query-cmVzaXplPTEyMDAsNjYyJnNzbD0x" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/21230934/2025092115093332.jpg?resize=1200%2C662&amp;ssl=1"/></p>
<p>(Nio co-founder and president Qin Lihong (left) delivers the third-generation ES8 vehicle in Hangzhou, Zhejiang. Image credit: Nio)</p>
<div class="lb-trans"><p>（蔚来联合创始人兼总裁秦力洪（左）在浙江杭州交付第三代 ES8 车辆。图片来源：蔚来）</p>
</div><p>($1 = RMB 7.1156)</p>
<div class="lb-trans"><p>（$1 = 7.1156 元）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/img.cnevpost.com/2025/09/20234845/2025092015484541.jpg/query-Zml0PTgwMCw0NjEmc3NsPTE" alt="" original-src="https://i0.wp.com/img.cnevpost.com/2025/09/20234845/2025092015484541.jpg?fit=800%2C461&amp;ssl=1"/></p>
<p>Nio launches all-new ES8 that could become one of its most successful models</p>
<div class="lb-trans"><p>蔚来推出全新 ES8，可能成为其最成功的车型之一</p>
</div><p>The all-new ES8 starts at RMB 406,800 ($57,170), which isn't cheap but is highly competitive for the model itself and its segment.</p>
<div class="lb-trans"><p>全新 ES8 起售价为 406,800 元（57,170 美元），虽然不便宜，但在该车型及其细分市场中具有很强的竞争力。</p>
</div>

Nio's new ES8 capacity of 40,000 units for this year already sold out, report says

- Nio 开始交付新款 ES8，承诺今年下单的客户享受税收减免。  
- 新 ES8 生产能力预计十月达 10,000 辆，十二月达 15,000 辆。  
- 锁定订单已超出 40,000 辆的生产上限，实际数字更高。  

报告称，蔚来汽车今年新款 ES8 的产能为 40,000 辆，已经全部售罄