蔚來李斌：行業「翹尾效應」難再現但對Q4盈利仍有信心

第一財經

2025/11/25

11月25日晚間，蔚來創始人、董事長、CEO李斌在業績交流會上表示，四季度置換補貼退坡對市場產生了比較大的影響，整個行業應該不會產生像去年一樣的翹尾效應。對於NIO" target="_blank" web="1">蔚來公司來說，主要的影響在於樂道L90和L60等低價車型，但公司對實現四季度盈利還是有信心，主要還是基於ES8等高毛利的車型訂單非常強勁，對毛利總額的影響在預期的範圍之內。（文章來源：...

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蔚來李斌：行業「翹尾效應」難再現 但對Q4盈利仍有信心

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蔚來李斌：行業「翹尾效應」難再現但對Q4盈利仍有信心