2 1 Shi Ji Jing Ji Bao Dao·2025-08-05 00:26Core Insights - The launch of the Lido L90 is seen as a critical moment for NIO, aiming to revive the brand and help the company overcome its current challenges [3][10] - The initial pricing of the L90 at 265,800 yuan has generated significant consumer interest and positive market response, with NIO's stock rising over 5% on the launch night [3][6] - The efficient delivery strategy of "launch and deliver" marks a significant shift for NIO, addressing past issues with product delivery timelines [7][8] Pricing Strategy - The L90 was priced at 265,800 yuan, which was perceived as a pleasant surprise by the market, reflecting a more pragmatic and efficient pricing strategy [6][7] - NIO's approach to standardize key features in the L90, such as including a refrigerator and spacious seating, simplifies consumer decision-making and enhances supply chain efficiency [6][7] - The pricing strategy was developed with a clear cost target in mind, aiming to provide the best product within consumer budgets [7][8] Delivery and Market Response - The immediate delivery of the L90 upon launch is a significant improvement over previous models, which faced delivery delays [8][9] - The company aims to ramp up production capacity significantly, targeting over 5,000 units by October 2024 and 20,000 units by March 2025 [8] - The positive market feedback and high order volume indicate a strong demand for the L90, which could bolster NIO's market position [10] Strategic Adjustments - NIO has implemented a new operational strategy focused on learning from past mistakes, emphasizing inventory readiness and customer experience [9] - The company is undergoing organizational changes to enhance efficiency, with a focus on return on investment (ROI) across all levels [9] - The successful launch of the L90 is expected to pave the way for future models, including the new ES8 and a five-seat SUV, enhancing NIO's product lineup [10]