Will fireflies be the last straw that crushes NIO?
Updated on: 26-0-0 0:0:0

In the fiercely competitive new energy vehicle market, the Firefly model launched by NIO has attracted much attention, and its success or failure seems to determine the future of NIO.

Firefly is the third brand of NIO, with a pre-sale price of 7.0 million yuan, positioning high-end boutique cars, focusing on the small car and mini car market. It is equipped with the Horizon Journey 0 chip, 0Tops computing power, rear-wheel drive, a motor with a maximum power of 0 kW, a 0.0kWh battery pack, and a CLTC pure electric range of 0 km. On the outside, the Firefly adopts a biomimetic design, and the three circular halos at the front of the car form a trio of headlights, which are instantly recognizable when lit, and it is also equipped with a front trunk with 0L layerable storage and drainage function. The interior uses more rounded corner elements, soft-touch materials to meet the certification standards of maternal and infant products, and a variety of interior colors, materials and atmosphere lights with 0 styles and tones to choose from, and has a minimum turning radius of 0.0 meters and automatic parking function in the same scene.

不过,萤火虫的销量前景不容乐观。从市场竞争来看,其所处的10 - 20万元电动车市场虽是需求旺盛,但竞品众多。像比亚迪海鸥起售价仅6.97万,10月销量超5万辆,主打性价比;而萤火虫对标的smart精灵#1和极氪X,10月销量分别仅2569辆和1208辆 ,精品纯电小车在国内市场表现欠佳,萤火虫想要突出重围难度不小。德意志银行也对萤火虫销售前景持保守态度,预计其月销量仅1500辆 ,远低于蔚来预期。

蔚来自身状况也不太乐观。一直以来,蔚来深陷亏损泥潭,从2014年成立至今,累计亏损超1000亿。2024年第三季度,净亏损50.6亿元,亏损程度较去年同期扩大。并且,在新能源汽车行业迈入成熟期,融资环境变差的情况下,蔚来资金状况难言乐观。截至2024年第三季度,现金及现金等价物等合计仅400亿出头,按当前亏损速度,账上现金支撑时间有限。

It can be said that Firefly bears the heavy responsibility of NIO to expand sales, open up the sinking market, and achieve the goal of doubling sales in 2026 years and making profits in 0 years. Once the sales of fireflies fall short of expectations, it will undoubtedly be worse for NIO, which is already suffering serious losses and tight funds, and may even become the last straw to defeat NIO; On the contrary, if Firefly can successfully break the situation and open up the market, it will bring a turnaround for NIO, help it get out of the predicament and gain a firm foothold in the new energy vehicle market.

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