理想汽车进入了蔚来周期

Core Viewpoint - The current market perception is that brands like Li Auto and NIO are struggling to maintain a price premium over competitors with similar configurations, leading to a significant decline in sales for both brands [1] Group 1: Market Dynamics - The pricing strategy for models above 200,000 yuan has shifted from Tesla Model Y to YU7, which has become the new benchmark [1] - Consumers are questioning the justification for higher prices of ES6 and L6 models compared to YU7, suggesting that these models should be priced lower [1] - The narrative of maintaining a price premium based on brand quality and features is limited to a narrow group of loyal customers, indicating a potential need for price adjustments to increase volume [1] Group 2: Product Strategy - To dominate niche markets in the electric vehicle sector, companies must address shortcomings of benchmark products (e.g., Tesla's interior) and offer unique selling points that can evolve annually [2]