385天交付破10万辆 乐道总裁沈斐坦言最大挑战仍是“多卖车”

Core Insights - The main challenge for the company is to increase vehicle sales, despite strong product performance of models L60 and L90, which have shown steady sales growth [2] - The company has achieved significant milestones, including delivering over 100,000 vehicles in just 385 days, ranking second among new brands in delivery speed [3] - The company is committed to the "pure electric + battery swap" strategy, believing it is more efficient than range-extended systems, especially with the growing number of charging stations [4][5] Sales Performance - The L90 model has consistently sold over 10,000 units per month for the past three months, making it the top-selling electric SUV in its category [3] - The L60 model has garnered over 75,000 users since its launch, maintaining a top-three position in its market segment [3] Product Strategy - The company plans to launch the L80 model in the first half of next year, having postponed its release due to higher-than-expected sales of the L90 [3] - The focus is on creating vehicles that cater to family needs, emphasizing space, comfort, safety, and energy efficiency [7][8] Market Positioning - The company aims to enhance brand awareness and internal team cohesion to improve sales performance [2] - The company believes that the current market environment should not dictate its success, focusing instead on internal improvements and product quality [7] Technological Approach - The company emphasizes the importance of a robust battery swap network, which it believes is essential for the success of its electric vehicle strategy [4][5] - The company has invested in understanding consumer needs by engaging with approximately 2,700 families to develop a value formula tailored for the Chinese market [8]