乐道对蔚来的意义，可能超乎你的想象

互金投研

05-11

搞懂乐道能不能把蔚来的棋局彻底激活，得先想明白两个问题：

一、为什么推出乐道

乐道是蔚来聚焦家庭用户的第二品牌

高端品牌以价换市容易饮鸩止渴，这样的例子不胜枚举

因此，要覆盖家庭板块，第二品牌就很有必要

第二品牌还有个好处，定位足够清晰

蔚来=高端，乐道=家庭

二、乐道赢面有多大

这就要看蔚来能给些什么

1、BaaS：能有效降低买车门槛，形成降维打击

2、补能：充换电联盟不断壮大，乐道到哪都有“贵戚”

3、技术：16年到现在投入了430亿，自研12项核心技术全栈

总之，乐道一出生就身披金甲

$蔚来(NIO)$ $蔚来-SW(09866)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

加油向厚赚
05-13
加油向厚赚
乐道主打中低端市场，小米的加入无疑增添了它的市场占有率难度。
如此美的画面
05-15
如此美的画面
等乐道出了给对象买一台
青葱年代
05-15
青葱年代
家用车我喜欢
年年有于姨
05-12
年年有于姨
巳阅
jucaishen
05-11
jucaishen
👌
学思践悟
05-11
学思践悟
3

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