NIO's 'Unchanged' Strategy: A Long-Term Bet Amid Short-Term Anxiety

From a strategic perspective, Onvo's choice to "use an unchanging direction to counter market anxiety" is not an empty slogan, but an active bet based on judgments about the industry's endgame. In an extreme red ocean environment where passenger car retail sales dropped 19.5% year-on-year in the first five months, and 3.2 new models launched daily, short-term tactics (price cuts, spec stacking, traffic grabbing) only yield diminishing marginal returns. Onvo's core logic is: Since short-term incremental gains cannot cover costs, it is better to concentrate resources on directions that can form long-term barriers. However, the success or failure of this strategy depends on risk control capabilities across dual timelines.