Mei Ri Jing Ji Xin Wen·2025-08-02 04:04Core Viewpoint - NIO aims to achieve profitability in Q4 2025, with the launch of the L90 model expected to support this goal [1][7] Group 1: Product Launch and Strategy - The L90 model, launched on July 31, is a strategic product for NIO, designed to help the company maintain steady operations and achieve profitability in Q4 [1][2] - The L90 is positioned as a smart, spacious family vehicle, available in six and seven-seat configurations, with a starting price of 265,800 yuan (approximately 26.58 million) and a battery rental option starting at 179,800 yuan (approximately 17.98 million) [2] - The pricing of the L90 is lower than the pre-sale price by 14,100 yuan (approximately 1.41 million), but still maintains a reasonable gross margin [2][5] Group 2: Market Positioning and Competition - NIO's co-founder emphasized that pricing is determined by market competition, ensuring both profitability and competitiveness [5] - The L90's launch has already exceeded initial order expectations, indicating strong market demand [5] - NIO plans to implement a tight and efficient arrangement for product delivery, starting with the L90 [6] Group 3: Future Plans and Goals - NIO's new ES8 model is set to be unveiled in late August, with plans for a September launch, contributing to the company's product lineup [7] - By 2025, NIO aims to release nine new models across its three brands, with a focus on enhancing profitability [7][9] - The company targets a gross margin of 20% for the NIO brand and 15% for the Lada brand by Q4 2025 [9]