理想L系列(L6
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理想L系列改款分析
数说新能源· 2025-10-11 08:15
Core Viewpoint - The L series of vehicles faces several significant issues, including poor sales performance of the L8 model, lack of a true five-seat flagship, and declining sales trends for the L9 flagship model [1] Group 1: Product Issues - Among the L6789 models, the L8 has the worst sales, and the overall sales of six-seat vehicles are significantly lower than those of five-seat vehicles [1] - The L series lacks a true five-seat flagship; while the L7 is marketed as such, its configuration is more aligned with the L8, falling short of the L9's offerings [1] - The L8's starting price of over 300,000 yuan does not effectively cover the demand for six-seat vehicles priced around 250,000 yuan, placing it in a difficult sales position [1] - Sales of the L9 flagship have been in a continuous decline over the past two years, with configuration upgrades failing to reverse this trend [1] - The L series is not favored in the business vehicle market [1] Group 2: Proposed Adjustments - The L6 model is expected to be strengthened with more options and a lower starting price for the rear-wheel-drive version, while maintaining a length of under 5 meters [1] - The L7 is likely to remain in the lineup but may see its positioning elevated to cater to customers that the L6 cannot satisfy, potentially aligning it closer to the L9 in some configurations [1] - The L8 will introduce a lithium iron phosphate rear-wheel-drive version with a starting price around 250,000 yuan, aiming to compete directly with similar models like the L90 [1] - There is an expectation for the L9 to have a distinct exterior design to visually differentiate it from the L678 models, along with hopes for a five-seat executive version to explore the business market [1] Group 3: Future Model Considerations - There is speculation about whether the company will launch a new model, the LX, that is larger than the L9; if aimed at the family market, a larger SUV may not be as beneficial as a range-extended MPV for sales visibility [2] - If the new model is intended for the business market, a five-seat version of the L9 may be a more feasible option compared to a larger new product [2]