2 1 Shi Ji Jing Ji Bao Dao·2025-08-05 00:38Core Insights - The launch of the Lido L90 is seen as a critical moment for NIO, aiming to revive the brand and help the company navigate through a challenging period [5][6] - The initial pricing strategy of the L90, set at 265,800 yuan, has been positively received, with significant consumer interest and immediate orders following the launch [10][11] - The efficient "launch and deliver" strategy is a notable shift for NIO, addressing past issues with product delivery and aiming to enhance customer experience [12][13] Pricing and Delivery - The Lido L90 was launched at a starting price of 265,800 yuan, which was considered a pleasant surprise by the market [10] - The vehicle includes standard features such as a refrigerator and a large sofa, simplifying the purchasing decision for consumers and improving supply chain efficiency [10][11] - NIO aims to achieve a production capacity of over 5,000 units by October 2024, with plans to ramp up to 20,000 units by March 2025 [12][13] Market Response - Following the launch, NIO's stock price increased by over 5%, indicating positive market sentiment [6] - The L90's launch has generated significant consumer interest, with reports of high foot traffic in showrooms and overwhelmed sales systems [3][6] - The company has acknowledged the need to focus on delivery execution to maintain momentum and customer satisfaction [7][14] Strategic Shifts - NIO's leadership has emphasized a new approach to product definition and market entry, focusing on cost targets and consumer needs [11][14] - The company has implemented a "full staff operation" mechanism to enhance efficiency and accountability across all levels [14] - Future models, including a new ES8 and a five-seat SUV, are set to launch soon, aiming to diversify the product lineup and strengthen market positioning [14]