Core Insights - The rapid sales success of NIO's L90 SUV highlights the growing demand in the large six-seat SUV market, which is becoming increasingly competitive as various brands enter the space [2][3][5] - The L90's strong performance is attributed to NIO's advanced electric technology and well-established charging infrastructure, along with a competitive pricing strategy [2][4] - The large six-seat SUV segment is projected to see significant growth, with a notable increase in retail sales and a high market penetration rate for electric vehicles [5][6] Company Insights - NIO's L90 has quickly entered the top three in large SUV sales within just three days of delivery, indicating strong market acceptance [2] - The L90 is positioned as a flagship model for NIO's new brand, offering both six-seat and seven-seat configurations, with the latter set to launch in September [2][4] - NIO's CEO emphasized that the L90 addresses key consumer pain points related to space and charging anxiety, which are critical for large three-row SUV users [4][6] Industry Insights - The large six-seat SUV market is experiencing rapid expansion, driven by intense competition among automakers seeking to capture this lucrative segment [3][5] - Data shows that the domestic market for mid to large SUVs is expected to reach 1.646 million units in 2024, with a 52.5% year-on-year growth, and over 80% of these being electric vehicles [5][6] - The entry of major players like Tesla with the Model Y L has intensified the competition, prompting other brands to accelerate their product launches in this segment [3][4][7] - Analysts predict that 2025 will be a pivotal year for six-seat SUV models, with a potential new blue ocean market emerging for economically priced models [5][6] Competitive Landscape - The competition in the large six-seat SUV market is becoming increasingly fierce, with a wide range of products being offered across different price segments [7] - Companies are advised to focus on optimizing product design, enhancing technological performance, and improving customer service to maintain competitiveness [6][7] - The market is shifting towards more personalized and intelligent features, with consumer expectations evolving beyond basic space and comfort [6][7]

Core Insights - The deep blue S09 has officially launched with a price range of 239,900 to 309,900 yuan, targeting the growing six-seat SUV market and competing against models like Li Auto L9 and AITO M9 [1] Group 1: Product Features - The deep blue S09 emphasizes "three-row safety," addressing the industry's challenge of weak safety in the third row by passing high-speed collision tests at 100 km/h, which is double the national standard [2] - The vehicle features a submarine-level cage body and a 53% proportion of hot-formed steel, enhancing passive safety performance, making it particularly appealing to the 85 post-80s elite users focused on family protection [4] Group 2: Pricing and Consumer Assurance - The "one-year price guarantee" policy aims to alleviate consumer anxiety regarding price drops, a common complaint in the automotive industry, thereby boosting buyer confidence and showcasing the brand's pricing rigor [5] - The deep blue S09 offers up to 35,000 yuan in comprehensive subsidies, lowering the entry price to 204,900 yuan, and positions itself as a high-value option with premium features at a competitive price [6] Group 3: Market Positioning and Challenges - The deep blue S09 aims to capture market share in the mid-to-high-end six-seat SUV segment through superior configurations and aggressive pricing, but its long-term competitiveness will depend on brand enhancement and technological advancements [7] - The vehicle's unique selling points, including three-row safety and competitive pricing, fill a market gap, but the brand must overcome established competitors like Li Auto and AITO, which have already built strong reputations [8]

Core Viewpoint - The large six-seat SUV market is experiencing intensified competition, with Deep Blue Automotive acknowledging a loss of pricing power for its new model, the Deep Blue S09, which was launched later than initially planned [1][2]. Company Summary - Deep Blue S09 was launched with a price range of 239,900 to 309,900 yuan, aiming for a sales share of 20% to 30% in the large six-seat SUV segment, with current orders at 17,000 units [1][2]. - The CEO expressed concerns about brand strength and the need for promotional strategies, including subsidies and a price guarantee policy, to attract target consumers [2]. - The average age of Deep Blue S09 users is around 37 years, which is younger compared to the overall demographic in the large six-seat SUV market [2][3]. Industry Summary - The large SUV market has seen limited competition, with only seven models recording sales, primarily dominated by the Aito M9 and Li Auto L9, which are projected to sell 156,000 and 85,000 units respectively in 2024 [3]. - The market is expected to see a surge in six-seat SUV launches this year, with a potential new blue ocean market for economical models priced around 200,000 yuan, while high-end models above 300,000 yuan may face fierce competition [4].