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这两款车,“爆”了又没完全“爆”
Di Yi Cai Jing Zi Xun·2025-08-03 12:00

Core Insights - The recent launches of the Ledo L90 and Li Auto i8 have generated significant market interest, with Ledo L90's pricing below market expectations leading to increased consumer engagement and sales inquiries [2][3] - Both models are strategic for their respective companies, with Ledo L90 aimed at achieving profitability and doubling sales volume in Q4, while Li Auto i8 is positioned as a key player in the pure electric market following the MEGA's underperformance [2][3] Group 1 - The Ledo L90 has seen a surge in interest, but actual showroom traffic remains modest compared to competitors like Xiaomi's YU7, which had around 5 groups of viewings [3] - Ledo's sales targets for the L60 and L90 are set at 10,000 units per month, but current sales figures indicate a significant gap to meet these goals [3][5] - Li Auto i8 faces challenges with public perception and pricing, with concerns over its high price and lack of certain features in lower configurations [3][4] Group 2 - Li Auto is not positioning the i8 as a volume model, instead focusing on the upcoming i6 for sales growth, which is expected to be priced competitively [4] - Market analysis suggests that both Ledo L90 and Li Auto i8 are unlikely to become "blockbuster" models due to their niche positioning in the emerging pure electric mid-to-large SUV market [5] - Ledo's market share in the new energy vehicle segment is only 11.7%, while Li Auto's i8 occupies a mere 4.1% of the 300,000-400,000 RMB SUV market [5] Group 3 - NIO has set ambitious targets for Q4 profitability, requiring monthly sales of 50,000 units, with a current shortfall of 25,000 units that cannot be solely addressed by the Ledo L90 [5] - The competitive landscape for Li Auto is intensifying, with other manufacturers quickly catching up in the extended-range SUV segment, necessitating a clear strategy for Li Auto to regain its competitive edge in the pure electric market [7]