新浪财经·2025-08-06 08:48Core Viewpoint - The article highlights the escalating competition and public disputes between NIO and Li Auto, particularly surrounding their new models, the NIO L90 and Li i8, which have led to significant market attention and strategic responses from both companies [9][12][14]. Group 1: Competition Dynamics - NIO's L90 and Li Auto's i8 are positioned closely in the market, leading to direct comparisons and competitive tensions [9][12]. - The public disputes have intensified as both companies' executives engage in social media exchanges, revealing underlying competitive strategies [8][10]. - Li Auto's i8 launched with nearly 6,000 pre-orders in its first week, while NIO's L90 achieved 1,976 deliveries within three days of its launch, indicating strong market interest [13]. Group 2: Market Reactions - Li Auto's stock experienced a decline of over 5% on August 6, reflecting cautious investor sentiment amid a 39.74% year-over-year drop in vehicle deliveries [13][14]. - In response to competitive pressures, Li Auto announced a price reduction for the i8, adjusting its price from 349,800 yuan to 339,800 yuan, which is seen as a reaction to the lower starting price of the L90 [14]. - NIO's L90 is positioned as a critical model for the brand, especially after previous underperformance of the L60, with ambitious sales targets set for the upcoming quarters [15]. Group 3: Strategic Implications - The ongoing disputes and competitive strategies are viewed as a way to generate consumer interest and drive sales, as highlighted by industry experts [12]. - Both companies are under pressure to improve their market positions, with NIO aiming for significant sales from the L90 to support its overall financial health [15]. - The competitive landscape is characterized by rapid changes, with both companies needing to adapt quickly to maintain relevance and market share [14][15].