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西瓜皮叔
05-24
$英伟达(NVDA)$
累计做空的后果
西瓜皮叔
2023-07-31
$Upstart Holdings, Inc.(UPST)$
等100好心累
西瓜皮叔
09-30
$NIO 20241115 7.0 CALL$
能不能上10块
西瓜皮叔
2023-06-01
$C3.ai, Inc.(AI)$
被困山顶
西瓜皮叔
2023-07-25
$Upstart Holdings, Inc.(UPST)$
目标100冲
西瓜皮叔
2023-03-21
$Hycroft Mining Holding Corporation(HYMC)$
第二大矿就这水平?
西瓜皮叔
2023-03-17
$英伟达(NVDA)$
买了put无比痛苦中
西瓜皮叔
09-27
$蔚来(NIO)$
年底上10块,大家忍住,该加仓的加仓
西瓜皮叔
2023-10-26
$纳斯达克(.IXIC)$
玩了3年美股,牛市没有做到,反弹没有做到,陆陆续续努力回本[捂脸]
西瓜皮叔
01-20
$纳斯达克(.IXIC)$
去年念头做空英伟达惨败,年底做空元宇宙惨败,今年做多比特基地惨败,已经打算退出江湖了
西瓜皮叔
2022-05-20
$Upstart Holdings, Inc.(UPST)$
到底要不要买,求指导
西瓜皮叔
2023-08-28
$英伟达(NVDA)$
我有种预感,跌不下去了
西瓜皮叔
2023-07-10
$蔚来(NIO)$
冲20块好不好
西瓜皮叔
10-11
$特朗普媒体科技集团(DJT)$
啥时候大家跑路了说一声
西瓜皮叔
2023-08-22
$英伟达(NVDA)$
一做空就涨,一做多就跌……
西瓜皮叔
2023-05-03
$英伟达(NVDA)$
空吗兄弟们?
西瓜皮叔
2023-04-26
$第一共和银行(FRC)$
下单买不到……
西瓜皮叔
09-27
$英特尔(INTC)$
再怎么差,30块总上的了吧
西瓜皮叔
2023-03-27
$英伟达(NVDA)$
有直接卖空的高手吗
西瓜皮叔
2023-03-13
$第一共和银行(FRC)$
停牌造成的期权到期怎么处理呢?不懂就问
去老虎APP查看更多动态
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你行不行啊,没20个点对得起大家的期待吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379820880527392","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360300049858800,"gmtCreate":1729004381296,"gmtModify":1729004383303,"author":{"id":"3567829904126300","authorId":"3567829904126300","name":"西瓜皮叔","avatar":"https://static.tigerbbs.com/7e9962c29a98bfb1c78747b810826a95","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567829904126300","idStr":"3567829904126300"},"themes":[],"htmlText":"请问官方销售数据啥时候发布","listText":"请问官方销售数据啥时候发布","text":"请问官方销售数据啥时候发布","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360300049858800","repostId":"2475845527","repostType":2,"repost":{"id":"2475845527","kind":"news","pubTimestamp":1728984778,"share":"https://www.laohu8.com/m/news/2475845527?lang=&edition=full","pubTime":"2024-10-15 17:32","market":"hk","language":"zh","title":"乐道大卖,哪咤慌了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2475845527","media":"DoNews","summary":"撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车,蔚来终于将触角延伸至20万元左右的价格区间。近日,蔚来第二品牌乐道汽车正式发布首款车型乐道L60,定位家庭智能电动中型SUV,其中,乐道L60标准续航版售价20.69万元起,长续航版售价23.59万元起,两个版本均可选择电池租用服务,价格低至14.99万起,前者电池租用月费599元/月,而后者899元/月。首次进入20万元级别的大众市场,乐道汽车的表现可圈可点。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20241015175927311v152kbfwh5qf27j\"/><p>撰文 | 张宇</p><p>编辑 | 杨勇</p><p>题图 | 文心一格</p><p>借助乐道汽车,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>终于将触角延伸至20万元左右的价格区间。</p><p>近日,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第二品牌乐道汽车正式发布首款车型乐道L60,定位家庭<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动中型SUV,其中,乐道L60标准续航版售价20.69万元起,长续航版售价23.59万元起,两个版本均可选择电池租用服务(BaaS),价格低至14.99万起,前者电池租用月费599元/月,而后者899元/月。9月28日起开启全国交付。</p><p>在发布会上,乐道总裁艾铁成从安全、空间、座舱、补能、乘驾体验以及智能驾驶六个方面,对乐道L60进行了全面解析:“乐道L60在同级别与价位车型的基础上,带来了更多智能化、空间设计、能耗、补能方面的高阶体验。”</p><p>首次进入20万元级别的大众市场,乐道汽车的表现可圈可点。</p><p>蔚来汽车董事长兼CEO李斌表示,乐道L60已经“爆单了”,“乐道L60发布后订单量扩容了5倍。目前合肥工厂可实现月产1万辆蔚来汽车和2万辆乐道汽车,但新车上市要面临产能爬坡,乐道L60的交付会争取实现10月5000辆、11月1万辆、明年1月1.6万辆、明年3月2万辆的目标。此外,李斌还表示,乐道汽车将会保持每年发布一款车型的节奏,明年将会推出一款6-7座中大型SUV,每一款车团队都希望像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y一样,成为“引力车型”。</p><p>特斯拉Model Y是乐道品牌发布以来的对标对象,乐道L60正式发布后,乐道汽车的意图已经十分明显:其不仅要在产品力上超越特斯拉Model Y,而且还要通过BaaS模式,在价格上更胜特斯拉Model Y一筹。</p><p>不过,对标特斯拉Model Y的车型数不胜数,比如小鹏G6、<a href=\"https://laohu8.com/S/ZK\">极氪</a>7X、智界R7等等,然而特斯拉Model Y的江湖地位至今未被撼动。<a href=\"https://laohu8.com/S/600109\">国金证券</a>测算,2024年上半年,在20万元至30万元的SUV市场(含燃油车),特斯拉Model Y一举拿下23.8%的市占率,稳居第一名。</p><p>对于乐道汽车而言,其将租电价格杀到15万元区间,很大一部分原因或在于对抗主打该价格区间的车企。哪咤L上市后,其纯电顶配持续涨价至16万元,而对于乐道的杀手锏换电而言,哪咤在此价格上或无优势。</p><p><strong>01.</strong></p><p><strong>竞争加剧</strong></p><p>乐道L60号称全面对标特斯拉Model Y,但实际上,乐道的主要任务并非“干翻”特斯拉,而是要冲入10-20万元的低价区间。</p><p>2023年,蔚来的销量为160038辆,同比增长30.7%;2024年第一季度,蔚来销量为30053辆;2024年前九个月,蔚来的销量为149281辆,同比增长35.7%,但其只完成了23万辆的年度销量目标的64.9%,压力不可谓不大。</p><p>在规模效应占据主导地位的汽车市场,蔚来只有卖出更多汽车,才能逐步实现扭亏为盈。如何尽快提升销量,已成为蔚来当下最为紧迫的任务,因此,蔚来也迫切需要一款走量但又不影响其高端定位的车型,而乐道汽车担起了此重任。</p><p>对于乐道汽车的使命,李斌坦言,蔚来品牌以追求毛利率为先,而新品牌则更多追求销量。不管是分摊研发的固定费用,分摊制造成本,还是降低供应链成本,多品牌战略都是有好处的,它能够帮助整个公司去增加盈利性。“我们不会干卖一辆赔一辆这样的事,也得‘赚钱养家’,多个人能‘挣钱养家’肯定是好事。”换言之,乐道汽车将帮助蔚来实现规模效应。</p><p>但老对手也进入了大众市场。8月27日,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>第二品牌MONA发布了首款车型MONA M03,售价为11.98万元至15.58万元。根据小鹏汽车透露,MONA M03上市52分钟大定数量突破1万辆,48小时内订单数量达到3万辆。9月14日,小鹏汽车董事长何小鹏发文称,小鹏MONA的产能在10天内已经决策扩充两次,希望尽快实现新车交付。</p><p>不同于蔚来和小鹏汽车,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>虽未推出第二品牌,但也杀入了20万元级别的大众市场,2024年4月,理想汽车旗下首款30万元以下车型理想L6上市,售价为24.98万元至27.98万元。借助大空间、舒适性配置、标配四驱等亮点,2024年上上半年,理想L6的销量几乎占据理想汽车总销量的一半。截至9月19日,理想L6销量已突破10万辆。</p><p>高端市场的规模有限,蔚来必须更大的增长空间,而乐道L60能否成功走量,将与蔚来的前途和命运息息相关。但就目前而言,乐道的产能依然在爬坡中。</p><p><strong>02.</strong></p><p><strong>与哪咤竞争,乐道占上风</strong></p><p>相比对标特斯拉Model Y,乐道汽车更应该正视的对手似乎是哪咤汽车。</p><p>2024年4月,哪咤L正式上市,定位家庭智能超级增程SUV,共推出四款车型,提供纯电和增程两种动力版本,价格区间为12.99万元至15.99万元。哪咤L基于山海2.0平台打造,是全球唯一纯电续航超过300公里的增程SUV、首款搭载40度<a href=\"https://laohu8.com/S/300750\">宁德时代</a>电芯闪充大电池的车型,综合续航达1300km。</p><p>综合来看,无论是市场定位、设计配置、动力性能、续航里程还是价格区间,乐道L60都与哪咤L高度重合。此前,哪咤汽车披露的数据显示,截至5月27日,哪咤L上市35天以来,累计订单突破30000台,95%用户选择顶配310闪充红衣版。</p><p>不过,上市之初爆火的哪咤L随后却陷入了“<span>高开低走</span>”的困境。</p><p>根据车主指南网站发布的数据,哪咤L在7月至9月的销量分别为5628辆、1489辆和3842辆。截至目前,该车型在2024年的累计销量为20253辆。从销量表现来看,哪咤L难掩下滑颓势,其市场竞争力还有待提升。</p><p>既然如此,在各个方面都与哪咤L高度重合的乐道L60,会步哪咤L的后尘吗?</p><p>一位新能源汽车行业人士向DoNews表示,乐道L60的销售状况会比哪咤L强不少,一是乐道L60的设计配置更符合消费者预期,而哪咤L曾因“后防撞梁鸡屎焊”事件对品牌形象造成负面影响;二是哪咤L价格区间存在内部竞争关系,其与哪咤V、哪咤X、哪咤U等车型的价格区间存在重合,对各个车型销量均造成一定影响,相比之下,乐道L60与蔚来各个车型则不存在这一问题;三是哪咤L仍受限于产能不足,此前哪咤汽车CEO张勇坦言哪咤L上市以来订单供不应求,工厂智能加班加点保供应,但这显然不足以解决产能不足的问题。相反,李斌表示目前乐道L60在10月的产能达到5000台,12月达到1万台,明年1月至少1.6万台,明年3月超过2万台。</p><p>此外,乐道L60爆单的原因,在很大程度上还是因为具备换电模式,这使其在大众市场上充满了竞争力。比如乐道汽车全面共享蔚来的资源,在补能方面,乐道汽车支持蔚来第三代及第四代换电站,出生即坐拥1000座换电站。</p><p>但不容忽视的是,乐道汽车面临的局面也十分严峻。20万元级别的大众市场是最卷的细分赛道,其销量占整个汽车市场的44.2%,这意味着乐道汽车早已被众多竞争对手包围,比如特斯拉Model Y、极氪001、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>宋L、智己LS6、理想L6、小米SU7等,尤其是比亚迪秦的价格已经卷到了8万元以下,虽然乐道汽车的产品力不容小觑,但在极致性价比面前,产品力也只是加分项而非必选项。</p><p>李斌坦言,当单月销量达到2万辆至3万辆,乐道汽车才能实现盈亏平衡,挑战着实不小。乐道汽车究竟能不能成为“全村的希望”,还待市场检验。</p><p><strong>03.</strong></p><p><strong>换电是最大底牌</strong></p><p>与特斯拉Model Y、哪咤L等一众竞争对手相比,换电是乐道汽车最大的底牌。</p><p>在发布会上,艾铁成表示,乐道汽车可用的换电站已经达到304座,到2024年年底, 将提供超过1000座可用换电站,并在全国120个城市,计划建设200多家门店,接入350家服务中心。</p><p>“换电能给电池装上终身质保,将是蔚来今后发展中尤其重要的‘护城河’。”李斌曾不止一次地表示,换电与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务相似。第一,网络效应强;第二,投资规模大、投资周期长;第三,从服务自己再到服务外部客户。“一旦做成了,门槛就会非常高。”</p><p>自2018年5月交付第一辆车起,“换电”一直是蔚来最主要的标签之一。最近几年,蔚来围绕换电进行的布局逐渐加速。</p><p>2022年7月,蔚来公布了NIO Power高速换电网络建设新计划,其将在2025年建成全面覆盖“九纵九横十九大城市群”的高速换电网络,并且将“电区房”覆盖率提升至90%。2024年8月,蔚来又发布了“终极换电战略”:2025年6月30日前,实现14个省级行政区的“换电县县通”,覆盖超过 1200 个县级行政区;2025年12月31日前,“换电县县通”覆盖27个省级行政区的2300个县级行政区,从2026年开始,最终完全实现“换电县县通”。</p><p>一位新能源汽车行业人士向DoNews分析,“从参数、配置、智驾能力等各方面来看,乐道汽车与竞争对手的差距并不大,但其中最大的差异化在于乐道汽车共享了蔚来的换电成果,尤其是针对家庭用车场景,换电的加持为乐道汽车疏通了很多困难。”</p><p>换电,已成为乐道汽车的核心竞争力及差异化打法,这也是包括特斯拉Model Y在内的竞争对手完全不具备的优势,面对市场环境的变化和竞争对手的步步紧逼,乐道汽车必须破釜沉舟。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>乐道大卖,哪咤慌了?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n乐道大卖,哪咤慌了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 17:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车,蔚来终于将触角延伸至20万元左右的价格区间。近日,蔚来第二品牌乐道汽车正式发布首款车型乐道L60,定位家庭智能电动中型SUV,其中,乐道L60标准续航版售价20.69万元起,长续航版售价23.59万元起,两个版本均可选择电池租用服务(BaaS),价格低至14.99万起,前者电池租用月费599元/月,而后者899元/月。9月28日起开启全国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","BK1587":"次新股","BK1119":"汽车制造商","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1588":"回港中概股","BK1575":"同股不同权","09866":"蔚来-SW","BK1610":"ETF&股票定投概念","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2475845527","content_text":"撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车,蔚来终于将触角延伸至20万元左右的价格区间。近日,蔚来第二品牌乐道汽车正式发布首款车型乐道L60,定位家庭智能电动中型SUV,其中,乐道L60标准续航版售价20.69万元起,长续航版售价23.59万元起,两个版本均可选择电池租用服务(BaaS),价格低至14.99万起,前者电池租用月费599元/月,而后者899元/月。9月28日起开启全国交付。在发布会上,乐道总裁艾铁成从安全、空间、座舱、补能、乘驾体验以及智能驾驶六个方面,对乐道L60进行了全面解析:“乐道L60在同级别与价位车型的基础上,带来了更多智能化、空间设计、能耗、补能方面的高阶体验。”首次进入20万元级别的大众市场,乐道汽车的表现可圈可点。蔚来汽车董事长兼CEO李斌表示,乐道L60已经“爆单了”,“乐道L60发布后订单量扩容了5倍。目前合肥工厂可实现月产1万辆蔚来汽车和2万辆乐道汽车,但新车上市要面临产能爬坡,乐道L60的交付会争取实现10月5000辆、11月1万辆、明年1月1.6万辆、明年3月2万辆的目标。此外,李斌还表示,乐道汽车将会保持每年发布一款车型的节奏,明年将会推出一款6-7座中大型SUV,每一款车团队都希望像特斯拉Model Y一样,成为“引力车型”。特斯拉Model Y是乐道品牌发布以来的对标对象,乐道L60正式发布后,乐道汽车的意图已经十分明显:其不仅要在产品力上超越特斯拉Model Y,而且还要通过BaaS模式,在价格上更胜特斯拉Model Y一筹。不过,对标特斯拉Model Y的车型数不胜数,比如小鹏G6、极氪7X、智界R7等等,然而特斯拉Model Y的江湖地位至今未被撼动。国金证券测算,2024年上半年,在20万元至30万元的SUV市场(含燃油车),特斯拉Model Y一举拿下23.8%的市占率,稳居第一名。对于乐道汽车而言,其将租电价格杀到15万元区间,很大一部分原因或在于对抗主打该价格区间的车企。哪咤L上市后,其纯电顶配持续涨价至16万元,而对于乐道的杀手锏换电而言,哪咤在此价格上或无优势。01.竞争加剧乐道L60号称全面对标特斯拉Model Y,但实际上,乐道的主要任务并非“干翻”特斯拉,而是要冲入10-20万元的低价区间。2023年,蔚来的销量为160038辆,同比增长30.7%;2024年第一季度,蔚来销量为30053辆;2024年前九个月,蔚来的销量为149281辆,同比增长35.7%,但其只完成了23万辆的年度销量目标的64.9%,压力不可谓不大。在规模效应占据主导地位的汽车市场,蔚来只有卖出更多汽车,才能逐步实现扭亏为盈。如何尽快提升销量,已成为蔚来当下最为紧迫的任务,因此,蔚来也迫切需要一款走量但又不影响其高端定位的车型,而乐道汽车担起了此重任。对于乐道汽车的使命,李斌坦言,蔚来品牌以追求毛利率为先,而新品牌则更多追求销量。不管是分摊研发的固定费用,分摊制造成本,还是降低供应链成本,多品牌战略都是有好处的,它能够帮助整个公司去增加盈利性。“我们不会干卖一辆赔一辆这样的事,也得‘赚钱养家’,多个人能‘挣钱养家’肯定是好事。”换言之,乐道汽车将帮助蔚来实现规模效应。但老对手也进入了大众市场。8月27日,小鹏汽车第二品牌MONA发布了首款车型MONA M03,售价为11.98万元至15.58万元。根据小鹏汽车透露,MONA M03上市52分钟大定数量突破1万辆,48小时内订单数量达到3万辆。9月14日,小鹏汽车董事长何小鹏发文称,小鹏MONA的产能在10天内已经决策扩充两次,希望尽快实现新车交付。不同于蔚来和小鹏汽车,理想汽车虽未推出第二品牌,但也杀入了20万元级别的大众市场,2024年4月,理想汽车旗下首款30万元以下车型理想L6上市,售价为24.98万元至27.98万元。借助大空间、舒适性配置、标配四驱等亮点,2024年上上半年,理想L6的销量几乎占据理想汽车总销量的一半。截至9月19日,理想L6销量已突破10万辆。高端市场的规模有限,蔚来必须更大的增长空间,而乐道L60能否成功走量,将与蔚来的前途和命运息息相关。但就目前而言,乐道的产能依然在爬坡中。02.与哪咤竞争,乐道占上风相比对标特斯拉Model Y,乐道汽车更应该正视的对手似乎是哪咤汽车。2024年4月,哪咤L正式上市,定位家庭智能超级增程SUV,共推出四款车型,提供纯电和增程两种动力版本,价格区间为12.99万元至15.99万元。哪咤L基于山海2.0平台打造,是全球唯一纯电续航超过300公里的增程SUV、首款搭载40度宁德时代电芯闪充大电池的车型,综合续航达1300km。综合来看,无论是市场定位、设计配置、动力性能、续航里程还是价格区间,乐道L60都与哪咤L高度重合。此前,哪咤汽车披露的数据显示,截至5月27日,哪咤L上市35天以来,累计订单突破30000台,95%用户选择顶配310闪充红衣版。不过,上市之初爆火的哪咤L随后却陷入了“高开低走”的困境。根据车主指南网站发布的数据,哪咤L在7月至9月的销量分别为5628辆、1489辆和3842辆。截至目前,该车型在2024年的累计销量为20253辆。从销量表现来看,哪咤L难掩下滑颓势,其市场竞争力还有待提升。既然如此,在各个方面都与哪咤L高度重合的乐道L60,会步哪咤L的后尘吗?一位新能源汽车行业人士向DoNews表示,乐道L60的销售状况会比哪咤L强不少,一是乐道L60的设计配置更符合消费者预期,而哪咤L曾因“后防撞梁鸡屎焊”事件对品牌形象造成负面影响;二是哪咤L价格区间存在内部竞争关系,其与哪咤V、哪咤X、哪咤U等车型的价格区间存在重合,对各个车型销量均造成一定影响,相比之下,乐道L60与蔚来各个车型则不存在这一问题;三是哪咤L仍受限于产能不足,此前哪咤汽车CEO张勇坦言哪咤L上市以来订单供不应求,工厂智能加班加点保供应,但这显然不足以解决产能不足的问题。相反,李斌表示目前乐道L60在10月的产能达到5000台,12月达到1万台,明年1月至少1.6万台,明年3月超过2万台。此外,乐道L60爆单的原因,在很大程度上还是因为具备换电模式,这使其在大众市场上充满了竞争力。比如乐道汽车全面共享蔚来的资源,在补能方面,乐道汽车支持蔚来第三代及第四代换电站,出生即坐拥1000座换电站。但不容忽视的是,乐道汽车面临的局面也十分严峻。20万元级别的大众市场是最卷的细分赛道,其销量占整个汽车市场的44.2%,这意味着乐道汽车早已被众多竞争对手包围,比如特斯拉Model Y、极氪001、比亚迪宋L、智己LS6、理想L6、小米SU7等,尤其是比亚迪秦的价格已经卷到了8万元以下,虽然乐道汽车的产品力不容小觑,但在极致性价比面前,产品力也只是加分项而非必选项。李斌坦言,当单月销量达到2万辆至3万辆,乐道汽车才能实现盈亏平衡,挑战着实不小。乐道汽车究竟能不能成为“全村的希望”,还待市场检验。03.换电是最大底牌与特斯拉Model Y、哪咤L等一众竞争对手相比,换电是乐道汽车最大的底牌。在发布会上,艾铁成表示,乐道汽车可用的换电站已经达到304座,到2024年年底, 将提供超过1000座可用换电站,并在全国120个城市,计划建设200多家门店,接入350家服务中心。“换电能给电池装上终身质保,将是蔚来今后发展中尤其重要的‘护城河’。”李斌曾不止一次地表示,换电与亚马逊云服务相似。第一,网络效应强;第二,投资规模大、投资周期长;第三,从服务自己再到服务外部客户。“一旦做成了,门槛就会非常高。”自2018年5月交付第一辆车起,“换电”一直是蔚来最主要的标签之一。最近几年,蔚来围绕换电进行的布局逐渐加速。2022年7月,蔚来公布了NIO Power高速换电网络建设新计划,其将在2025年建成全面覆盖“九纵九横十九大城市群”的高速换电网络,并且将“电区房”覆盖率提升至90%。2024年8月,蔚来又发布了“终极换电战略”:2025年6月30日前,实现14个省级行政区的“换电县县通”,覆盖超过 1200 个县级行政区;2025年12月31日前,“换电县县通”覆盖27个省级行政区的2300个县级行政区,从2026年开始,最终完全实现“换电县县通”。一位新能源汽车行业人士向DoNews分析,“从参数、配置、智驾能力等各方面来看,乐道汽车与竞争对手的差距并不大,但其中最大的差异化在于乐道汽车共享了蔚来的换电成果,尤其是针对家庭用车场景,换电的加持为乐道汽车疏通了很多困难。”换电,已成为乐道汽车的核心竞争力及差异化打法,这也是包括特斯拉Model 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