独家丨李斌内部讲话：蔚来四季度必须盈利，这一次必须靠自己的本事

Core Viewpoint - NIO is experiencing a significant shift in market perception following the successful launch of its new models, the L90 and the new ES8, which have boosted sales and investor confidence despite previous financial struggles [3][4][10]. Group 1: Sales and Financial Performance - In Q1, NIO's sales declined, and the company reported its highest quarterly loss, prompting comparisons to its critical situation in 2019 [3]. - The L90 became the fastest model in NIO's history to exceed 10,000 deliveries, indicating a positive market response [3][4]. - NIO's stock price has surged nearly 90% since the L90's pre-release on July 7, restoring its market capitalization to the "billion yuan" range [4]. Group 2: Strategic Shifts and Organizational Changes - NIO's recent changes are attributed to two main factors: a strategic pivot that is beginning to yield results and a rapid organizational transformation aimed at improving efficiency [5]. - The company is transitioning to a "full-staff management organization" to enhance operational efficiency and cost control, drawing inspiration from Toyota's management practices [11][12]. Group 3: Technological Advancements and Market Trends - NIO's commitment to pure electric technology is seen as a key differentiator, with the company asserting that the era of range-extended SUVs is ending, and the era of pure electric SUVs is beginning [10][22]. - The introduction of the L90 and new ES8 showcases the advantages of NIO's 900V high-voltage platform, which enhances user experience and vehicle performance [8][9]. Group 4: Future Outlook and Challenges - Despite the positive developments, NIO faces significant challenges ahead, particularly in achieving profitability by Q4, a goal that only a small percentage of employees initially believed was attainable [6][16]. - The company emphasizes the importance of maintaining a focus on operational efficiency and cost management to ensure sustainable growth and profitability [12][15].