来源：滚动播报 今年一季度，蔚来销量下探、单季亏损创历史新高，舆论将其与 2019 年的生死关口相提并论。后来蔚 来创始人兼董事长和 CEO 李斌在内部提出目标，争取在今年四季度实现单季度盈利，并多个场合重申 这一目标，但信者寥寥。市场信心是在乐道 L90 上市后开始有了明显变化。这周乐道 L90 成为蔚来公 司历史上交付破万最快的车型。据蔚来联合创始人、总裁秦力洪称，全新 ES8 预售后的预订单表现， 好于同期的乐道 L90。而对于用户有关于定价的争议，李斌说知道对老车主的影响，但要做对整个蔚来 （更好）的事情，"把公司经营好是对用户最大的负责。"资本市场同步回暖。自 7 月 7 日 L90 预发布至 今，蔚来港股累计上涨近 90%，市值重返 "千亿元" 区间。"L90 和 ES8 上市战役让行业看到了不一样的 蔚来，我们并不是只能说一说长期主义，做不好短期执行，大家展现出了很好的执行力。"8 月 29 日， 李斌在公司内部一场时长约 90 分钟的全员讲话上表示。"2019 年我们走出谷底是靠用户，但这一次我 们想要从谷底走出来，必须要靠自己的本事。"（晚点） ...

智 / 享 / 未 / 来 向 / 新 / 而 / 行 2 0 25 齐鲁秋季车展 0:00 / 4:12 のみ味に国流電直 ll 智享 展位:5号馆ES5 车型:蔚来全新ES8 2025齐鲁秋季车展 暨第五十二届齐鲁汽车展览交易会 09/04 -09/08 地点:山东国际会展中心(槐荫区日照路1号) ...

Core Insights - NIO's sub-brand, Le Dao, achieved a significant milestone by delivering its 10,000th L90 SUV at the Chengdu International Auto Show, highlighting strong market demand and consumer interest [1][3] - The L90 has quickly entered the top three in large SUV sales within a month of its launch, showcasing its competitive pricing and advanced product features [3][5] - The L90 addresses common pain points in large three-row SUVs, such as space limitations and charging anxiety, by leveraging NIO's extensive battery swap network and electric vehicle technology [3][5] Product Features - The L90 seven-seat version was unveiled at the auto show, featuring a flexible seating arrangement that allows for easy access and ample storage space, catering to diverse family needs [5][8] - The starting price for the L90 seven-seat version is set at 271,800 yuan, with a battery-as-a-service (BaaS) option available from 185,800 yuan, filling a gap in the market for large seven-seat electric SUVs [5][8] - A new color option, "Night Purple," was introduced, showcasing innovative production techniques and offering customers a range of personalized configurations [7][8] Market Positioning - The L90 is positioned as a game-changer in the new energy vehicle market, complementing the recently launched NIO ES8 and together representing a strong technological innovation duo [8] - The L90's launch period benefits include exclusive offers valued at over 30,000 yuan for customers who place orders by August 31, 2025, enhancing its appeal in the competitive market [8]

Group 1 - Nvidia launched the NVIDIA Jetson Thor, a powerful chip designed for physical AI and humanoid robots, achieving an AI performance increase of 7.5 times to 2070 TFLOPS compared to the previous generation [1][2] - The new chip also boasts a 3.5 times improvement in energy efficiency and includes upgrades in storage and bandwidth, essential for real-time control in humanoid robots [1] - Nvidia is focusing on three types of computers for physical AI and robotics, including the NVIDIA DGX AI supercomputer for model training and the NVIDIA OVX for data generation and simulation testing [1] Group 2 - ChatGPT remains the top AI application globally, with competitors like Google's Gemini and xAI's Grok rapidly closing the gap [4][6] - The latest global AI rankings show that 22 out of the top 50 applications are from China, indicating a strong presence in the AI landscape [4] - The AI industry is entering a new phase of competition, with a diversification of players and applications [4] Group 3 - Cambricon Technologies has seen its stock price soar significantly, with a market value approaching Intel's, driven by the AI boom and a reported net profit exceeding 1 billion yuan in the first half of the year [6][8] - Despite its rapid growth, concerns remain about Cambricon's technological maturity and ability to compete with established players like Nvidia [6] Group 4 - NIO's ES8 model has faced significant price reductions, leading to backlash from existing owners who feel "betrayed" by the company's pricing strategy [8] - NIO's CEO acknowledged the need for lower prices to remain competitive in the market, emphasizing survival over customer sentiment [8] Group 5 - SpaceX successfully completed its tenth test flight of the Starship, demonstrating its capability to launch multiple satellites and perform engine re-ignition tests in space [10] - The Starship project has incurred significant costs, with total expenditures nearing 5 billion USD, but the recent successful flight marks a turning point for the program [10]

Core Insights - NIO's Ladao brand flagship SUV L90 has achieved its 10,000th delivery during the 2025 Chengdu Auto Show, with actor Guo Tao and his family being the milestone customers [1] - The Ladao L90 has quickly entered the top 3 in large SUV sales since deliveries began on August 1, indicating strong market demand and product advantages [3] Product Features - The Ladao L90 addresses common pain points in large three-row SUVs, such as space limitations and charging anxiety, by leveraging NIO's decade-long electric technology and extensive battery swap network [3] - The seven-seat version of the Ladao L90 features a flexible seating arrangement and advanced electric functions, allowing for easy access to the third row and ample cargo space [5] - The starting price for the seven-seat version is 271,800 yuan, with a battery-as-a-service (BaaS) option available starting at 185,800 yuan, filling a gap in the new energy large seven-seat SUV market [5] Market Positioning - The Ladao L90 is seen as a significant player in the new energy market, complementing the recently unveiled NIO ES8, both sharing NIO's advanced electric technology [6] - The BaaS purchasing model covers a price range from 180,000 to 450,000 yuan, promoting the transition of large three-row SUVs into the "pure electric era" [6]

Core Insights - The electric vehicle (EV) market is experiencing a significant shift, with pure electric vehicles gaining a competitive edge over range-extended vehicles due to advancements in technology and infrastructure [1][2]. Group 1: Market Trends - The pure electric vehicle segment has seen substantial growth in the first half of this year compared to the same period last year, while the range-extended vehicle segment has shown only slight growth [2]. - In July, pure electric vehicles continued to demonstrate strong growth, whereas range-extended vehicles experienced negative growth compared to the same month last year, indicating a potential shift towards a "golden age" for pure electric vehicles [2]. Group 2: Infrastructure Development - The number of public charging stations in China has exceeded 5 million, which is more than ten times the number from a few years ago, significantly alleviating concerns about charging infrastructure [1]. - The deployment of battery swap stations is crucial; once the number of stations reaches between 3,400 and 3,500, a qualitative change is expected, with 90% of users living or working within a 3-kilometer radius of at least one NIO battery swap station, further reducing range anxiety [1].

8月29日，蔚来联合创始人、总裁秦力洪在2025成都国际车展上透露，目前暂定乐道L80今年不开启交 付。"乐道要聚精会神干好少数几件重要的事，最近我们把乐道L90作为整个乐道品牌短期第一重 点。"秦力洪称。 按照年初规划，乐道汽车旗下第三款车型乐道L80将于第四季度上市发布。"我们希望先服务好乐道L90 用户的需求，请给我们一点时间去考虑乐道L80适时推出的时间点。"乐道汽车产品负责人俞斌在接受 《每日经济新闻》记者采访时解释称。 ...

Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models from various manufacturers, detailing their specifications, market segments, and expected launch dates. Group 1: Upcoming Vehicle Models - Chery New Energy's QQ Ice Cream is set to launch on August 23, 2025, in the A00 HB segment with a price range of 36,900 RMB [15] - Toyota's Lexus NX will be available on August 23, 2025, as a B SUV with a price range of 299,800 to 509,800 RMB [23] - Chery's Jetour X70 PLUS is scheduled for release on August 25, 2025, in the B SUV segment, priced between 113,900 and 136,900 RMB [31] - NIO's Firefly will launch on August 25, 2025, as an AO HB with a price of 133,800 RMB [38] - Chery's LUXEED R7 will be available on August 25, 2025, in the C SUV segment, with prices ranging from 249,800 to 309,800 RMB [46] Group 2: Specifications and Features - The QQ Ice Cream features a pure electric engine with a range of 205 km and a battery capacity of 17.4 kWh [15] - The Lexus NX offers multiple engine options, including a 2.5L hybrid with a power output of 139 kW and a torque of 241 Nm [22] - The Jetour X70 PLUS is equipped with a 1.5T engine, providing a power output of 115 kW and a torque of 230 Nm [31] - NIO's Firefly has a pure electric engine with a range of 420 km and a battery capacity of 42.1 kWh [38] - The LUXEED R7 offers both range-extended and pure electric options, with the latter providing a range of up to 802 km [46] Group 3: Market Segments and Engineering Changes - The QQ Ice Cream is categorized as a new model (NM) with no significant engineering changes [15] - The Lexus NX is classified as a mid-cycle enhancement (MCE1), indicating minor updates [23] - The Jetour X70 PLUS also falls under MCE1, suggesting some improvements without a complete redesign [31] - NIO's Firefly is a new model (NM) with no major engineering modifications [38] - The LUXEED R7 is classified as MCE1, indicating updates to features and specifications [46]

Core Insights - NIO's new ES8 model has begun pre-sales, indicating a strong market entry for electric SUVs [1] - A significant 70% of new orders for the ES8 and L90 models come from users transitioning from hybrid and fuel vehicles, showcasing the brand's ability to attract a diverse customer base [1] - NIO expresses confidence that the L90 and new ES8 will reshape the market for large electric SUVs [1] Company Summary - NIO's co-founder and president, Qin Lihong, highlighted the successful pre-sale of the new ES8 during the Chengdu Auto Show [1] - The company is optimistic about the sales performance of both the L90 and ES8 models, with initial sales of the L90 already showing promise [1] Industry Summary - The introduction of the new ES8 and L90 models is expected to significantly impact the large electric SUV market [1] - The shift in customer demographics, with a large portion coming from traditional fuel vehicles, indicates a potential trend towards electrification in the automotive industry [1]

证券日报网讯山东威达8月29日在互动平台回答投资者提问时表示，公司孙公司昆山斯沃普智能装备有 限公司目前正在为蔚来制造第四代换电站。 （文章来源：证券日报） ...