大涨!李斌,拼了!
NIONIO(US:NIO) 中国基金报·2025-07-11 16:04

Core Viewpoint - NIO's stock prices surged in both Hong Kong and the US following the announcement of the pre-sale price for its second brand, Lado L90, which exceeded market expectations [2][6][8]. Group 1: Stock Performance - On July 11, NIO's Hong Kong stock rose over 8% at one point, closing with a nearly 6% increase, while its US stock closed up over 6% on July 10 [2]. Group 2: Lado L90 Launch - NIO's CEO, Li Bin, announced the pre-sale prices for Lado L90, starting at 279,900 yuan for outright purchase and 193,900 yuan for battery rental [6][10]. - The pricing strategy aims to enhance sales and profitability, with Lado L90 being a crucial product for achieving the company's profitability target by Q4 2025 [8][12]. Group 3: Market Expectations - The pre-sale price of Lado L90 surprised many consumers, who initially expected a higher price based on earlier hints from Li Bin [12][13]. - Li Bin emphasized that the pricing is designed to ensure profitability, countering speculation about zero-margin sales [10][12]. Group 4: Sales and Delivery - Lado's delivery numbers showed fluctuations in the first half of the year, with a total of 6,400 units delivered in June [15]. - The company aims to leverage its extensive charging and battery swap network to alleviate consumer concerns about battery anxiety, which is a significant issue for large SUVs [15][16]. Group 5: Strategic Adjustments - NIO is reportedly optimizing its workforce to align with current strategies and market competition, rather than implementing layoffs [15]. - The company has established over 1,000 battery swap stations across the country, enhancing its service capabilities [17][18].

大涨!李斌,拼了! - Reportify