晚点独家丨李斌的决心：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 and performance, driven by the successful launch of its new models, the L90 and the new ES8, which have restored confidence among users, employees, and investors [5][10][18]. 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 [5]. - Following the launch of the L90, NIO's stock price surged nearly 90% since July 7, returning its market capitalization to the "billion yuan" range [5][10]. - The L90 became the fastest model in NIO's history to exceed 10,000 deliveries, indicating a positive market response [5][10]. 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 [7][14]. - The company is transitioning to a "full participation management organization" to enhance operational efficiency and cost control, drawing inspiration from Toyota's management practices [14][15]. Group 3: Technological Advancements and Market Trends - NIO emphasizes the transition from range-extended SUVs to pure electric SUVs, marking a significant shift in the market landscape [13][24]. - The company has invested heavily in pure electric technology, which is now beginning to show tangible benefits in user experience and market acceptance [10][12]. - The introduction of the L90 and new ES8, built on a 900V high-voltage platform, showcases the advantages of NIO's pure electric architecture, leading to improved performance and user satisfaction [11][12]. Group 4: Future Outlook and Challenges - Despite recent successes, NIO faces ongoing challenges, including the need to achieve profitability by Q4, a goal that initially had low confidence among employees [8][18]. - The company aims to convert its decade-long technological investments into market advantages, focusing on sales, delivery efficiency, and cost management [8][18]. - NIO's leadership stresses the importance of maintaining a long-term vision while adapting to changing market demands and user needs [23][24].