蔚来李斌：行业“翘尾效应”难再现但对Q4盈利仍有信心

第一财经

2025/11/25

11月25日晚间，蔚来创始人、董事长、CEO李斌在业绩交流会上表示，四季度置换补贴退坡对市场产生了比较大的影响，整个行业应该不会产生像去年一样的翘尾效应。对于NIO" target="_blank" web="1">蔚来公司来说，主要的影响在于乐道L90和L60等低价车型，但公司对实现四季度盈利还是有信心，主要还是基于ES8等高毛利的车型订单非常强劲，对毛利总额的影响在预期的范围之内。（文章来源：...

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蔚来李斌：行业“翘尾效应”难再现 但对Q4盈利仍有信心

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蔚来李斌：行业“翘尾效应”难再现但对Q4盈利仍有信心