中经记者 夏治斌 石英婧 上海报道 "跟大家汇报一下，乐道L90上市交付三天，已经闯入大型SUV整周销量TOP3，并在继续加快生产交付 速度！合肥工厂已经产能全开，加班加点生产备货，尽最大努力让大家尽快提到爱车。"8月5日，蔚来 创始人、董事长兼CEO李斌在其个人社交媒体上如是发文道。 L90是蔚来乐道品牌推出的智能大空间旗舰SUV，提供六座和七座两种版本。其中六座版已于8月1日开 始交付，七座版则将于9月下旬开始交付。李斌所提及的正是大六座版本。 "热产、热销、热交的背后，是蔚来公司十年积累最领先纯电技术打造的极致产品力与充换电基础设施 完善布局，搭配一步到位的实诚价格。"对于乐道L90的热销，李斌解释道。 《中国经营报》记者注意到，乐道L90的热销也折射出大六座SUV市场的高热度。特别在2025年，新能 源领域的竞争焦点越发集中在这一细分市场。众多品牌，无论新势力还是传统巨头，纷纷加码布局，大 六座赛道正从初期的"蓝海"迅速转变为群雄逐鹿的"红海"。 为何近两年来国内大三排汽车市场正在以肉眼可见的速度迅猛扩张？惠誉评级亚太区企业评级董事杨菁 向记者分析道："持续的激烈竞争下，车企需要不断深入挖掘有增长潜力 ...

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].