Jing Ji Guan Cha Bao·2025-08-16 02:18Core Insights - The L90 model from LeDao has achieved significant sales success, with over 4,000 units delivered within 10 days of its launch, indicating strong market demand [2] - The vehicle's pre-sale phase was also impressive, with over 10,000 orders within the first 24 hours and more than 30,000 orders by the fourth day [2] - The introduction of a 60 kWh battery rental option reflects the company's responsiveness to consumer demand for more flexible battery solutions [6] Sales Performance - In Beijing, the top-selling variant is the six-seat Ultra version, with one salesperson reporting sales of over 30 units [4] - The sales personnel in Tianjin noted that 80% of customers opted for battery rental, highlighting a trend towards flexible ownership models [8] - The Zhengzhou store reported that the mid-range model is the most popular, with a significant number of customers also considering the 60 kWh battery option [11] Market Strategy - The launch of the L90 is seen as a critical move for NIO to regain momentum in a competitive EV market, especially after a period of slowing sales growth [8][12] - NIO aims to achieve profitability by the fourth quarter of this year, with the L90's performance being pivotal to this goal [12] - The company has accumulated a net loss of 130 billion yuan as of Q1 2025, emphasizing the urgency for successful product launches [12]