"我觉得现实点来讲还是怎么能够多卖一点车，这个挑战比较大。乐道现在这两款车，不管是L60还是 L90，我觉得它们的综合产品力是相当强的。像L60这款车，在现在这么卷的市场里能够像它这样一直 稳步往上走的车型可能没几个，今年一季度经历了一轮低谷，后来慢慢从月销四千、五千、六千一步步 往上爬，能做到这一点的车型很少，乐道L90最近几个月连续过万，表现也很好。"谈及当下面临的最 大挑战，乐道汽车总裁沈斐坦言道。 "但乐道毕竟是一个成立才一年多的新品牌，整个销售队伍也是一个新队伍。我和内部是这么讲的，两 个最主要的问题，一是要不断让更多人知道我们乐道品牌，我们的理念、一些特色优势，包括有哪些 车，L60、L90的优势要传递出去。二是我们这样一个新团队，怎样不断提升凝聚力、战斗力、组织能 力。我觉得核心就这两个问题。"沈斐进一步补充道。 从使用频率上，沈斐也举例称："有一个友商品牌在公开的推文里就讲，增程用户需要烧油的场景一年 可能就三次，那么一年使用频率只有三次的情况下有没有必要花那么多的钱去带着一套增程系统？这对 用户来说其实不是很好的体验点，利用率特别低。现在有这么多的充电桩、换电站，咱们真正应该做的 是让用户选 ...

蔚来-SW 谈及电池安全，沈斐强调，换电体系是核心优势。"乐道用户90%补能依赖换电与家充，无需追求高风 险超充技术；换电站可通过智能检测识别电池毫米级刮伤，借助脉冲内检监测充放电特征，还能为电池 提供应力释放保养，若云端发现安全隐患，可在用户换电时拦截检测，甚至上门更换，安全性远超非换 电产品；且乐道电池均采用液冷技术，能适应全地域气候条件。" 近期，曾经聚焦纯电技术的小鹏汽车，高调推出首款超级增程车型；而靠增程式混动出圈的理想，却加 速投入纯电赛道的怀抱——中国新能源汽车市场正上演一场耐人寻味的"技术路线对调"。业内认为，在 纯电与增程"龙虎斗"下，造车新势力"技术对调"打破"路线围城"。 在"蔚小理"阵营中，没有出现"折返跑"的只有蔚来。 今年下半年以来，李斌在多个场合强调，用户从纯电技术带来的体验收益，已经大于因为加电不便带来 体验损失的拐点。基于此，近期越来越多的以大三排SUV为代表的纯电产品，销量开始跃升，增速远超 增程、插混和燃油大三排。 "用户的选择和市场数据已经显示出大三排SUV的纯电时代正在到来。"李斌认为。 关于纯电与大电池超级增程的先进性与取舍问题，沈斐在接受包括证券时报记者在内的采访 ...

乐道产品负责人俞斌则从"终局视角"解释称，今天市场上涌现的大电池增程车，其实是三年前车企决策的产物。那时电池昂贵、基建不足，增程是合理的过 渡；但站在2025年，全国公共充电桩已达600-1000万根，且用户一旦习惯了纯电的静谧体验就"再也回不去"了。 410 44 I I itta CS 2000 CC 200 CD CLE 作者 | 柴旭晨 编辑 | 周智宇 从莫文蔚"来了"，到古天乐"道了"，李斌打造的家庭品牌加大了造势力度。 11月21日广州车展，请来古天乐的乐道，为自家旗舰L90推出了"黑武士特别版"。在过去一年经历了"命运过山车"后，乐道终是找到了状态。L60与L90双车 并进，月销稳定在2万辆左右，乐道总算是担起了蔚来的走量重任。 然而，站在2025与2026的交界点，乐道总裁沈斐并不能就此轻松下来。"现实点来讲，还是在想怎么能够多卖一点车。"被问及目前最大挑战，沈斐对华尔街 见闻直言道。 乐道接下来要面对的挑战不少。首先，面对明年即将调整的新能源购置税政策、地方补贴的退坡，以及"大电池增程"竞品围攻，乐道下一步该如何落子？ 回溯来看，2025年的SUV市场出现了一个怪象：上市的大三排SUV普遍 ...

专题：2025广州国际车展 责任编辑：杨赐 新浪科技讯 11月21日上午消息，2025广州车展开幕，在乐道汽车发布会上，乐道汽车总裁沈斐发表演 讲。 他表示，乐道纯电交付超11万台，并且实现了量价齐升。他透露，乐道的成交均价已经超过了凯迪拉 克，非常接近奥迪。 有人问，很多友商在做超级增程，乐道会不会做？沈斐回应称，纯电+换电根本不需要做增程，电池变 大就是超级增程了吗？他反问道，增程的尽头是纯电，而纯电的优选是换电。 ...

专题：2025广州国际车展 新浪科技讯 11月21日上午消息，2025广州车展开幕，在乐道汽车发布会上，乐道汽车总裁沈斐发表演 讲。 责任编辑：杨赐 他表示，乐道纯电交付超11万台，并且实现了量价齐升。他透露，乐道的成交均价已经超过了凯迪拉 克，非常接近奥迪。 有人问，很多友商在做超级增程，乐道会不会做？沈斐回应称，纯电+换电根本不需要做增程，电池变 大就是超级增程了吗？他反问道，增程的尽头是纯电，而纯电的优选是换电。 ...

Core Viewpoint - NIO's co-founder Qin Lihong stated that range-extended hybrid technology is not a cost-saving solution, and that pure electric vehicles combined with battery swapping are the optimal solution for increasing driving range [1] Group 1: Electric Vehicle Strategy - NIO focuses exclusively on pure electric vehicles and has not ventured into range-extended hybrids, distinguishing itself in the market [1] - The newly launched Ladao L90, a pure electric large SUV, aims to address the lack of spacious vehicles that can accommodate multiple passengers and luggage [2] - NIO has established over 3,200 battery swapping stations nationwide, with more than 1,900 compatible with the Ladao brand, and this number continues to grow [2] Group 2: Market Performance and Challenges - The Ladao brand's market performance has not met expectations, with over 37,000 units of the Ladao L60 delivered in its first six months, indicating potential in its segment [3] - Three main reasons for Ladao's underperformance include overly high initial product expectations, unfulfilled company commitments, and execution shortcomings [3] - The new CEO of Ladao, Shen Fei, plans to rebuild team confidence and improve foundational capabilities to enhance market position [3] Group 3: Profitability Goals - NIO is accelerating efforts to achieve profitability by the fourth quarter, with Ladao playing a crucial role in this objective [4] - The company aims for reasonable sales growth, improved vehicle gross margins, and enhanced cost management to support profitability [4] - Qin Lihong emphasized that the performance in the fourth quarter will depend on current and future efforts rather than last-minute actions [4]

Core Insights - NIO's second brand, Ladao, has delivered over 37,000 units of its first model, L60, within six months of its launch, indicating a strong market performance despite initial high expectations [2][6] - The Ladao brand aims to fill gaps in its product offerings and enhance its market position, with the recent introduction of the L90 model, which is positioned as a flagship SUV [3][5] - NIO emphasizes its commitment to pure electric vehicles and battery swapping technology, rejecting the notion that range-extended vehicles are a cost-saving solution [6][7] Product Performance - L60's sales performance has been satisfactory, with over 37,000 units delivered, although it has not met the company's initial expectations [6] - The L90 model, featuring a large electric front trunk and spacious interior, aims to meet consumer demands for space and energy efficiency [3][5] Strategic Direction - NIO's strategy involves leveraging its existing brand reputation and product line to introduce more accessible models, allowing consumers to familiarize themselves with the brand [5] - The company believes that its battery swapping infrastructure, which has seen an investment of approximately 10 billion yuan, provides a competitive edge over traditional charging methods [7][8] Market Positioning - NIO has established a strong presence in Shanghai, with over 100,000 vehicles delivered, benefiting from a well-developed battery swapping network that alleviates consumer concerns about electric vehicle range [8] - The company asserts that its technological and business model advantages create significant barriers to entry for competitors, making it difficult for others to replicate its success [8]