Xin Lang Ke Ji·2025-08-06 22:56Core Viewpoint - The recent social media exchange between NIO's senior vice president and Li Auto's executives highlights the intense competition and rivalry in the electric vehicle market, particularly between the newly launched models, NIO's L90 and Li Auto's i8 [1][5][7]. Group 1: Company Competition - The launch of Li Auto's i8 and NIO's L90 has led to a public dispute, with both companies' executives engaging in a war of words over their respective vehicles' merits [5][7]. - Li Auto's i8 received nearly 6,000 pre-orders in its first week, while NIO's L90 achieved 1,976 deliveries within three days of its launch, indicating strong market interest in both models [8]. - The competitive landscape is further complicated by Li Auto's recent price adjustments, reducing the i8's price from 349,800 yuan to 339,800 yuan to counter NIO's lower-priced L90, which starts at 265,800 yuan [9][10]. Group 2: Market Dynamics - The rivalry is fueled by overlapping market positioning, as both models target similar consumer segments, leading to heightened scrutiny and comparisons [7]. - The ongoing disputes and public exchanges serve to draw consumer attention to both brands, potentially benefiting their sales despite the aggressive competition [7]. - NIO's financial struggles are evident, with a reported net loss of 6.891 billion yuan in the first quarter, emphasizing the pressure on the company to achieve sales targets with the L90 [10].