乐道发起新攻势

Core Viewpoint - The company, Leida, is focusing on increasing vehicle sales and brand recognition while navigating challenges such as changing tax policies and competition in the electric vehicle market [3][5][9]. Group 1: Company Strategy and Challenges - Leida has successfully stabilized its sales with the L60 and L90 models, achieving monthly sales of around 20,000 units [2]. - The company is facing challenges from upcoming adjustments to new energy vehicle purchase tax policies and local subsidy reductions, which could impact sales [3][7]. - Leida's president, Shen Fei, emphasizes the importance of internal improvements over external competition, focusing on brand awareness and team cohesion [3][9][15]. Group 2: Product Development and Market Position - The launch of the L80 model has been postponed to Q1 or Q2 of next year to better manage production capacity and market timing [5][17]. - Leida's strategy includes a commitment to pure electric vehicles combined with battery swapping technology, which they believe will be more efficient than competing with large battery range-extended vehicles [10][12][18]. - The company aims to enhance its product offerings by innovating on existing models, such as the L90 Black Knight Special Edition, to maintain market vitality [16]. Group 3: Industry Trends and Future Outlook - The electric vehicle market is expected to see a significant increase in public charging infrastructure, with estimates of 6 to 10 million charging stations by 2025 [3][10]. - Leida views the entry of major players like GAC and CATL into battery swapping as validation of their chosen strategy [4][14]. - The company is optimistic about its growth potential, aiming for a significant increase in sales by 2026, which is crucial for supporting NIO Group's profitability [5][15].