乐道L90上市两周：走访多地门店，一人销量顶过去一店

Core Viewpoint - The article discusses the sales performance and strategic importance of the newly launched L90 model by Leida, highlighting its potential to help NIO achieve profitability in Q4 2023 [2][15]. Group 1: Sales Performance - The L90 model has seen strong demand, with over 700-800 units registered in Shanghai within two days of its launch [2]. - Sales personnel report that the L90 has significantly boosted sales figures, with some sales representatives delivering over 20 units in just half a month [5]. - The L90's pricing and features have attracted customers, leading to rapid inventory turnover, with stock levels dropping from over 40 units to single digits within two days [5][6]. Group 2: Production and Supply Chain Management - Leida has shifted production capacity to focus on the L90, reducing output for the L60 and other models to meet demand [7]. - NIO has improved its supply chain management to ensure timely delivery of the L90, with a proactive approach to quality control and supplier training [10][12]. - The L90 is noted as the fastest model in terms of production ramp-up in NIO's history, with a target to exceed 5,000 units per month by October 2024 [13][14]. Group 3: Profitability Goals - NIO aims to achieve profitability in Q4 2023, with a focus on increasing sales volume, improving gross margins, and controlling expenses [15][21]. - The company has implemented organizational changes to streamline operations and enhance efficiency, including a significant reduction in the sales team for Leida [17][18]. - The upcoming launch of the L80 model is expected to further support sales growth, contributing to the overall profitability target [19]. Group 4: Financial Performance - In Q1 2023, NIO delivered 42,094 vehicles, a 40.1% year-on-year increase, with a gross margin improvement to 7.6% [21]. - Despite improvements in sales and gross margin, the company still faces challenges in reducing R&D and sales management expenses, which are currently above target levels [21][22]. - The introduction of the new ES8 model is anticipated to enhance overall sales performance for NIO [20].