Core Insights - NIO's sales have steadily increased, entering an upward cycle [1] - The core reason for the sales surge is the strong performance of the Lado L90, which has maintained high production and sales momentum [2] - NIO's factory is operating at full capacity to accelerate production and delivery [3] Sales Performance - Last week, NIO sold 7,183 vehicles, ranking in the top four for weekly sales and surpassing Xiaomi [2] - The Lado L90 delivered 2,331 units in the third week, with a total of 6,400 units delivered over three weeks, outperforming the combined sales of Ideal's L7, L8, and L9 [2] Product Development - NIO's new ES8 is positioned as a high-end large three-row SUV, marking a significant evolution over seven years [3] - The new ES8 will be officially launched on August 21, showcasing ten years of technological advancements [3] Market Expansion - The Firefly model has officially started deliveries in Europe, reaching Norway and the Netherlands in under four months [3] - NIO has established over 3,400 battery swap stations across the country, enabling users to travel to remote locations like Mount Everest [3] Industry Trends - NIO believes that the ongoing success of the Lado L90 and the upcoming launch of the new ES8 signify the entry of large three-row SUVs into the electric era [5]

Core Insights - NIO has officially launched its 15th battery swap station on the G318 Sichuan-Tibet line, marking a significant milestone in its infrastructure development [1] - The G318 battery swap route spans 2,950 kilometers, with an average of one swap station every 200 kilometers, enabling NIO users to reach the base camp of Mount Everest [1] - NIO's investment in charging and battery swap infrastructure has exceeded 18 billion yuan over seven years, establishing over 3,400 battery swap stations nationwide [2] Infrastructure Development - The G318 route's completion signifies a shift in NIO's infrastructure strategy from "can go" to "can go anytime," enhancing the user experience for electric vehicle owners [1] - NIO has built a comprehensive charging network with over 26,000 charging stations, leading the industry in infrastructure development [2] - The company aims to create a robust energy network that supports both charging and battery swapping, reflecting a long-term vision for user convenience [2] Product Launch and Market Position - The launch of the NIO L90 SUV has seen strong sales, with nearly 2,000 units delivered within three days, positioning it among the top three in weekly sales for large SUVs [2] - NIO is preparing to unveil the new ES8 model on August 21, with a market launch scheduled for September [3] - The company anticipates 2025 to be a pivotal year for technological advancements, product launches, and infrastructure development, aiming to reshape value benchmarks across various market segments [3] Market Outlook - Following a challenging first quarter, NIO is expected to enter a growth phase in the third quarter, driven by the successful launch of new models and the expansion of its charging network [3] - The continuous improvement of the charging and battery swap infrastructure is expected to restore user and market confidence, indicating a positive turning point for the company [3]

Group 1 - Tesla Model Y L has been shipped for media viewing, indicating its upcoming launch in the fall [2][4] - The first vehicle from China Changan Automobile Group, the Deep Blue L06, has been revealed and will be released in Q4 of this year, featuring both range-extended and pure electric versions [4] - NIO's new ES8 has completed its third-generation iteration, marking a significant advancement in China's high-end electric vehicle market, with enhanced space efficiency and a robust charging network [6] Group 2 - Huawei and SAIC's first collaborative model, the Shangjie H5, is set to launch in September, equipped with advanced driving assistance systems and available in both pure electric and range-extended versions [6]

Core Viewpoint - NIO's new ES8 model is the first high-end electric vehicle in China to complete its third generation iteration, showcasing advancements in electric vehicle technology and infrastructure [1] Group 1: Product Development - The new ES8 can meet the needs of some MPV users, indicating versatility in its design [1] - Advancements in electric vehicle technology have improved storage efficiency, passenger space experience, and overall engineering efficiency [1] Group 2: Infrastructure and Market Position - The ability to perform battery swaps all the way to Mount Everest highlights the robustness of the charging network [1] - The emergence of large three-row electric SUVs marks the beginning of a new era in the electric vehicle market [1]

8月5日，最新一周大型SUV周销量排行出炉，蔚来旗下的新车乐道L90强势跻身榜单，以1976台的交付 量排名第3，仅次于问界M8、M9。 要知道，乐道L90 7月31日晚才上市，这也意味着在既定周期里其可被统计的交付时间不足3天。 这是这款新车热度在数据端的一个直观体现。 对于这样的表现，市场并不意外。当日下午，记者走访上海线下门店，即便是工作日，五角场一家乐道 体验店里，人流依旧络绎不绝。一位坐在展车中的顾客提出想当天试驾，被告知试驾车不在店内，且当 日试驾名额已满。现在试驾需要提前一天预约，周末更是要提前两天预约。 现场工作人员告诉《国际金融报》记者，"L90上市以来准备了12000辆现车，基本都被订光了。"据其透 露，目前库存还有四百多台，但黑色和白色已经售罄，由于订单量大，嘉定蔚来南翔交付中心排不过 来，部分配置本周四前下单，大概率下月底可提车，但Pro版要等到10月后了，如果周四后下单，max 和Ultra版也要等到国庆后了。" 26.58万元，相比此前27.99万元的预售价低了将近2万元，比竞品——理想i8的32.18万元起售价低了近6 万元，BasS电池租用方式更是将门槛拉至17.98万元，即便 ...

责任编辑：江钰涵 不过新浪科技注意到，在理想i8的广告评论区，乐道汽车总裁沈斐"贴脸开大"，他表示：欢迎一起试驾 下乐道L90，都是好车。 今日，乐道L90也将迎来上市发布会，两款产品都是纯电大三排SUV，并且均面向家庭用户。此前，在 理想i8发布会当天，乐道汽车销售负责人章正辰就在乐道全国店总群中透露，乐道L90顶配不超32万， 价格一步到位。而理想i8的全国统一零售价格为32.18万元-36.98万元。 新浪科技讯 7月31日上午消息，理想汽车近日发布了家庭六座纯电SUV理想i8，其还邀请了相声演员岳 云鹏拍摄广告。 ...

Group 1 - The core point of the article is the competitive pricing and features of electric SUVs targeting family users, specifically the launch of the LeDao L90 and the release of the Li Auto i8 [2] - LeDao's L90 top configuration is priced at no more than 320,000 yuan, emphasizing the importance of family involvement in the purchasing decision for large electric SUVs [2] - Li Auto has launched its family-oriented six-seat electric SUV, the Li i8, with a retail price range of 321,800 to 369,800 yuan, indicating a competitive market for family electric SUVs [2] Group 2 - The LeDao L90 is set to be officially launched on July 31, highlighting the growing trend of electric SUVs designed for family use [2] - Both LeDao L90 and Li i8 are positioned as large three-row electric SUVs, catering to the needs of families [2] - The emphasis on features such as front storage compartments and VIP seating arrangements reflects the evolving consumer preferences in the electric vehicle market [2]