Xin Lang Ke Ji·2025-08-06 08:25Core Viewpoint - The competitive tension between NIO's brand Lido and Li Auto has escalated, with high-level executives publicly engaging in disputes over their respective models, the Lido L90 and the Li i8, highlighting the intense rivalry in the electric vehicle market [2][6][9]. Group 1: Competitive Dynamics - Li Auto's i8 and NIO's Lido L90 are positioned closely in the market, leading to direct comparisons in terms of pricing, features, and performance [6][9]. - The rivalry intensified after both companies launched their new models around the same time, with Li Auto's i8 receiving significant attention and pre-orders [10][11]. - NIO's Lido L90 has seen a strong initial delivery performance, with 1,976 units delivered within three days of launch, placing it among the top three in large SUV sales [10][11]. Group 2: Public Relations and Market Reactions - The public disputes between executives have drawn significant media attention, which may inadvertently benefit both companies by increasing consumer awareness of their products [10]. - Li Auto's stock price fell over 5% amid concerns about its declining delivery numbers, with a reported 30,731 units delivered, reflecting a year-on-year decrease of 39.74% [10][11]. - In response to competitive pressures, Li Auto announced a price reduction for the i8, lowering its price from 349,800 yuan to 339,800 yuan, indicating a reactive strategy to maintain competitiveness against the Lido L90 [11][12]. Group 3: Financial Performance and Strategic Goals - NIO's financial struggles are evident, with a net loss of 6.891 billion yuan reported, necessitating a focus on the performance of the Lido brand to achieve profitability targets [12]. - The new leadership at Lido aims to improve sales performance, with ambitious targets set for vehicle deliveries, including a goal of 25,000 units per month by the fourth quarter of 2025 [12].