AutoBeta(AutoBeta.net)04/10 Report--

On April 10, NIO announced the adjustment of the rights and interests of the first owners of some models, and the new policy will be formally implemented on June 1, 2023.

Specifically, for the first car owner who paid a deposit for the purchase of ET7, EC7, ES7 and ET5 from June 1, 2023, the household charging pile will be adjusted to pay for installation at a cost of 7500 yuan per unit (including installation); the number of free power changes per month will be adjusted to 4 times. If you pay a deposit to purchase the above models before May 31, 2023, the rights and interests of the first owner will remain unchanged, you will still be entitled to free household charging piles, and you will enjoy 4 or 6 free power changes per month according to whether or not to install charging piles. At the same time, the new ES8 will start test driving and Dading in June 2023, and the rights and interests of the first owners of the new ES8 users who pay the deposit before July 31, 2023 will remain unchanged.

In addition, the free trial of NOP+ Beta will end on June 30 this year, and NOP+ will be upgraded to an official version and start subscription at a subscription price of 380 yuan per month from July 1. Users of ET7, ES7, EC7, ET5 who pay deposit or prerequisite car on May 31st, 2023, and new ES8 users who pay deposit before July 31st (inclusive) will be entitled to free use of NOP+ for 2 years. Users of NP select packages will get free use of NOP+ for 7 years when repurchasing a new car, and will enjoy a 40% discount on NOP+ subscription for life. NP full package users can get a 12-year free right to use NOP+ when repurchasing a new car, and enjoy a 70% discount NOP+ subscription discount for life.

In response to the adjustment of users' rights and interests, Li Bin said in an interview, "in the context of everyone's crazy 'volume' price, we think the 'volume' service is more important." Li Bin also pointed out that due to the pressure from gross profit margin, reducing the number of power changes twice is also part of NIO's long-term financial plan.

Qin Lihong, co-founder and president of Lai Automobile, said that the four free power changes after the retreat can basically meet the needs of 95% of users. "the price reflects the value. Some cars should be reduced. Why are they so expensive?" NIO hopes that the price of the product will be stable and return to its own value. (NIO's service) there will certainly be full charges in the future. For example, you have to pay for water, electricity and gas at home, and paying for energy should not be the threshold. "

Previously, NIO announced that it would add 1000 new power stations in 2023, and more than 2300 stations would be completed by the end of 2023. It is understood that at present, 14494 public charging piles have been built in China, and 1326 exchange power stations have been arranged. After this policy adjustment, the first owner of the relevant model will be entitled to four free power changes per month, assuming that the user chooses the 75kWh standard battery pack, and the mileage of four changes per month equal to 1000km does not have to pay electricity charges, which is enough to meet the daily needs of most car owners.

According to the adjustment policy, users who buy NIO-related models before May 31 can receive free home charging piles (including installation) and 4 free power changes per month for life, or 6 times per month for life, as well as 2-year NOP+ use rights. The reporter calculated that users who have the conditions to install home filling piles can save 16620 yuan; users who are not prepared to install home filling piles will change electricity twice a month for free. Suppose you use the car for 7 years, each change of electricity 130 yuan, before the end of May to buy Wei to the relevant models, up to 30,000 yuan can be saved.

With the rapid development of new energy vehicle industry, energy supplement efficiency has become an important factor affecting the further improvement of new energy vehicle permeability. Li Bin said in an interview: "our vision is to let trams go wherever the fuel cars can go, so that it is more convenient to add electricity than to refuel." In the short term, NIO's recharging infrastructure is an advanced investment; in the long run, it is very important to enhance the overall user experience of new energy vehicles and enlarge the market. "

In the face of this year's fierce price war in the automobile industry, Li Bin said: "for every colleague, we are faced with many very difficult choices this year, and the uncertainty of the whole industry is very great." including me, everyone has a lot of confusion about the pace of development of the industry in the process of switching from oil cars to trams. " Li Bin believes: "the value of the product should be equal to the price, which is the key, instead of blindly reducing the price and not vicious competition." We do not participate in the price war, we have to think about what value to create for users. "

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