Workflow
这两款车,“爆”了又没完全“爆”
第一财经·2025-08-03 11:48

Core Viewpoint - The article discusses the recent market performance and consumer interest in the newly launched electric vehicles, the Ledo L90 and the Li Auto i8, highlighting their strategic importance for their respective companies, NIO and Li Auto [3][8]. Group 1: Market Performance - The Ledo L90 has generated significant market interest due to its lower-than-expected pricing, with reports of high consumer engagement and sales system overload in NIO's Shanghai region [3][5]. - The Li Auto i8 gained attention from a promotional video showcasing its performance, but it faces criticism regarding its pricing and features, particularly the absence of certain amenities in lower configurations [5][6]. - Initial showroom traffic for both models was noted, with Ledo L90 attracting more attention than the i8, although neither model achieved the expected sales volume [5][6]. Group 2: Sales Targets and Challenges - Ledo aims for monthly sales targets of 10,000 units for both the L60 and L90, but current sales figures indicate a significant gap from these goals [5][8]. - Li Auto's i8 is not positioned as a volume model, with expectations for the upcoming i6 to drive sales instead, indicating a strategic shift [6][9]. - The market share for the Ledo L90 and Li Auto i8 remains limited, with the former capturing only 11.7% of the electric SUV market and the latter at 4.1% in its price segment, suggesting challenges in achieving mass-market appeal [8][9]. Group 3: Competitive Landscape - The electric vehicle market is becoming increasingly competitive, with other manufacturers quickly catching up to Li Auto's unique selling propositions, such as its extended-range technology [9]. - The need for Li Auto to establish a strong competitive edge in the pure electric market is emphasized, especially after the underwhelming performance of the MEGA and the i8 [9].