乐道和理想，“爆”了又没完全“爆”

Core Insights - The recent launches of the Ledo L90 and Li Auto i8 have generated significant market interest, with Ledo L90 priced below market expectations leading to increased consumer engagement [2] - Both models are strategic for their respective companies, with Ledo L90 aimed at achieving profitability and doubling sales in Q4, while Li Auto i8 is positioned as a key player in the pure electric market following the MEGA setback [2] Group 1: Market Performance - Initial weekend showroom traffic for both models was notable, but not overwhelming, with Ledo and Li Auto showrooms seeing 1-2 groups of viewings compared to Xiaomi's YU7 at around 5 groups [4] - Ledo's showroom traffic was primarily focused on the L90 model, while Li Auto's interest was somewhat divided among its range-extended models [5] Group 2: Sales Targets and Challenges - Ledo has set ambitious monthly sales targets of 10,000 units for both the L60 and L90, but current sales figures indicate a significant gap to meet these goals [5] - Li Auto's i8 faces criticism regarding its pricing and features, with sales personnel indicating that the i8 is not intended as a volume model, shifting expectations to the upcoming i6 [5] Group 3: Market Share and Competition - The market for the Ledo L90 and Li Auto i8 is characterized as a developing segment, with the i8's price range capturing only 4.1% of the new energy vehicle market and 2% of the overall automotive market [6] - Ledo L90's market share stands at 11.7% in the new energy vehicle sector and 5.9% in the total automotive market, indicating limited penetration [6] Group 4: Strategic Imperatives - NIO has set a target to achieve profitability in Q4, requiring a monthly delivery of 50,000 units, with a current shortfall of 25,000 units as of June [6] - Li Auto must urgently establish its position in the pure electric market, as its range-extended technology is facing increasing competition from other manufacturers [7]