Group 1 - The domestic electric vehicle market is experiencing significant changes, with NIO achieving a weekly sales volume of 7,927 units, surpassing Xiaomi and Li Auto, and ranking fourth in the industry [1] - The newly launched model, the L90, has shown remarkable performance, delivering 1,976 units within three days of its launch, making it one of the top three in the large SUV weekly sales ranking [1] - Major investment institutions have positively evaluated the L90, with Citigroup labeling it as the best value product in the current seven-seat pure electric SUV market, outperforming the Li Auto i8 [1] Group 2 - Fute Technology is a leading company in the vehicle power supply sector, serving as a core supplier for Xiaomi and NIO, with projects for Xiaopeng and Xiaomi already in mass production [2] - Doli Technology is closely tied to major electric vehicle manufacturers such as Tesla, Li Auto, and NIO, with new projects ramping up production and profitability recovering [2]
蔚来乐道L90表现亮眼,供应链公司有望受益