乐道L90和理想i8，“爆”了又没完全“爆”|有点逸思

Core Insights - NIO and Li Auto face significant challenges in the second half of the year with their strategic models, the L90 and i8, being crucial for their performance [2][6] - The market response to the L90 and i8 has been mixed, with initial excitement but not enough to meet sales targets [4][5] Group 1: Market Performance - The L90 has generated high interest, with reports of increased foot traffic in stores, but actual sales have not met expectations, with a target of 10,000 units per month for both L60 and L90 [4][6] - The i8 has faced criticism regarding its pricing and features, leading to a conservative sales estimate of 3,000 to 5,000 units per month [5][6] Group 2: Market Positioning - The L90 is positioned in the 200,000 to 300,000 yuan range, but the overall market share for new energy vehicles in this segment remains low at 11.7% [6] - The i8 operates in a niche market with only 4.1% share in the 300,000 to 400,000 yuan SUV segment, indicating limited growth potential [6][7] Group 3: Strategic Challenges - NIO's goal of achieving profitability in Q4 requires a monthly delivery of 50,000 units, a target that the L90 alone cannot fulfill [6][7] - Li Auto must urgently establish a competitive edge in the pure electric market, as its previous advantages in the extended range segment are being challenged by competitors [7]