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东王
02-06
啥小编,2026年7月31日?
蔚来找到自己的“王凤英”
东王
01-08
$盟军集团(TROO)$
多年不动的朋友们,现在可以出货了。
东王
2025-12-30
$Faraday Future Intelligent Electric Inc(FFAI)$
今晚跌破0.8美元
东王
2025-11-04
$Faraday Future Intelligent Electric Inc(FFAI)$
有人挂单0.01美元买入50万股,什么鬼,这么不看好老贾呀
东王
2025-10-31
$Faraday Future Intelligent Electric Inc(FFAI)$
贾总现在不下场拉升了,前段时间割韭菜的存货还没花光,股价也没跌破1美元,大家再等等吧,等股价跌破1美元再下场。那时候就有肉吃,快了,11月15日。
东王
2025-08-21
$Faraday Future Intelligent Electric Inc(FFAI)$
今天有点危险了,跌破2美元
东王
2025-08-01
$盟军集团(TROO)$
8月开启,新的轮回8美刀
东王
2025-06-13
$Faraday Future Intelligent Electric Inc(FFAI)$
今天修复一下,收盘1.43
东王
2025-06-12
$Faraday Future Intelligent Electric Inc(FFAI)$
今晚形势不妙呀,赶紧跑,今晚可能会跌破1.4
东王
2025-06-02
$盟军集团(TROO)$
8月能拉到5美元,又是一个轮回
东王
2025-05-29
$Faraday Future Intelligent Electric Inc(FFAI)$
今天是2025年5月29日,9858
东王
2025-04-27
$法拉第未来(FFAI)$
法拉第被亚马逊旗下品牌并购了么?
东王
2025-01-13
$Faraday Future(FFIE)$
快跑兄弟们,今晚收盘0.6
东王
2025-01-11
吃吧
@Nio 1000蚊:
$Faraday Future(FFIE)$
我重申一次,如果今日收超过1.5,我表演倒立食💩
东王
2025-01-08
$Faraday Future(FFIE)$
完蛋了,今晚要跌50%、跑了,又被割2万美刀[难过] [难过] [难过]
东王
2025-01-01
$Faraday Future(FFIE)$
一看手机就入坑,天生韭菜?
东王
2024-12-30
$Faraday Future(FFIE)$
今晚最高7美刀,收盘2.8美刀
东王
2024-12-20
$特朗普媒体科技集团(DJT)$
此股由 总统背书就值500亿美元,所以目标价300美元,加油进场吧。
东王
2024-12-04
$特朗普媒体科技集团(DJT)$
继续加油吧老贾.今晚破40,本周破50
东王
2024-12-02
$Faraday Future(FFIE)$
加油,今天0.9,明天0.3,后天0.1
去老虎APP查看更多动态
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,"htmlText":"啥小编,2026年7月31日?","listText":"啥小编,2026年7月31日?","text":"啥小编,2026年7月31日?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529895610795648","repostId":"2609598223","repostType":2,"repost":{"id":"2609598223","kind":"news","pubTimestamp":1770379952,"share":"https://www.laohu8.com/m/news/2609598223?lang=zh_CN&edition=full","pubTime":"2026-02-06 20:12","market":"hk","language":"zh","title":"蔚来找到自己的“王凤英”","url":"https://stock-news.laohu8.com/highlight/detail?id=2609598223","media":"与非网","summary":"当时蔚来深陷舆论旋涡,销量困境之下的组织臃肿低效问题被无限放大,李斌多次表示要“学习小鹏”,进行大刀阔斧的组织改革。而艾铁成的离任,就被视作蔚来改革的“第一刀”。在消息公布的前一天下午,沈斐才从李斌口中得知了自己的“新角色”。这正是蔚来“长期主义”的核心理念,相比“半路出家”的艾铁成,沈斐无疑是理解更深入、执行更彻底的。","content":"<html><body><article><p><strong>撰文</strong>| 胥 植<strong>编辑</strong>| 吴先之</p><p><strong>在“不讲武德”的乐道面前,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>或许只能感叹一句“时运不济”。</strong></p><p>就在前几天,李想还在微博表示,公司内外都在建议自己学习雷总,想要开个视频账号与大家“面对面”交流。</p><p><a href=\"https://laohu8.com/S/002835\">同为</a>雷军的信徒,这一波李斌显然走在了前面。7月31晚的乐道L90上市发布会,无论是营销理念、产品卖点打造,还是市场热度,乐道L90都很好地复制了<a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车。尽管L90正式价格相较预售价只降低了一万多元,但造成的轰动远胜于降了两万多的i8,原因主要在于L90的预售价就已经足够惊喜。</p><p>尽管价格再一次震惊了行业,但李斌在发布会后群访中表示“并没有绞尽脑汁,价格就在那里了”;秦力洪也称,在目前的定价体系下还是有合理<span>毛利</span>,这背后是基于<a href=\"https://laohu8.com/S/09866\">蔚来</a>在技术、制造、供应链等方面的体系能力,才让有竞争力的价格成为可能。</p><p>当理想i8正陷入与乘龙卡车的对撞“罗生门”纠纷时,乐道L90已经呈现出“爆款”气质了。根据网友拍摄的图片视频,不少乐道门店在深夜都还是人满为患,排队下单。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>上海区域公司总经理,也是原乐道用户运营及服务负责人夏庆华在朋友圈表示,加入公司十年,App卡住见过很多次,销售系统被挤爆还是第一次,“乐道L90是真的支棱起来了”。</p><p>李斌表示当日新增订单确实比预期多,“前天比我们想象的增加了一倍,昨天早上又翻了一倍”。</p><p>资本市场的投票,也在某种程度上反映出了两者短期的“冰火两重天”处境。理想i8发布次日,<a href=\"https://laohu8.com/S/02015\">理想汽车</a>港股大跌近13%,接下来两天也持续下跌。而蔚来自乐道L90开启预售之后,股价就开始一路上行;乐道L90上市当晚,蔚来便美股大涨近8%,8月1日,蔚来港股开盘涨幅一度达10%。</p><p>当然,理想i8有自己的判断和节奏,更多是“绕开巨头”走稳健发育路线,两者的成败在短时间内还无法断言。</p><p>但同样是各自品牌“不能输”的一仗,L90至少取得了“开门红”,扎实的产品力和超预期的价格,自然是乐道L90脱颖而出的明面“利器”。</p><p>但需要注意的是,从L60的失利中走出来,乐道只用了不到半年时间,这背后的变化与进步,或许更多要归功于李斌这个幕后“推手”。</p><p><strong>改革于危难之际</strong></p><p>今年4月紧急接任乐道CEO,沈斐的“上马”毫无征兆。</p><p>就在3月底的媒体采访中,艾铁成还表示“一走了之是最容易的选择,格局太小,后续会用结果说话”。但在4月初,艾铁成就“闪电”离职。</p><p>当时蔚来深陷舆论旋涡,销量困境之下的组织臃肿低效问题被无限放大,李斌多次表示要“学习小鹏”,进行大刀阔斧的组织改革。而艾铁成的离任,就被视作蔚来改革的“第一刀”。</p><p>在消息公布的前一天下午,沈斐才从李斌口中得知了自己的“新角色”。对此沈斐没有什么抗拒,认为更像是“开始玩下一关的游戏”。这体现出一个蔚来“老兵”的担当,“这个时候应该有人能够站出来,去解决一些问题”。</p><p>在加入蔚来之前,沈斐曾负责电力技术类工作,是不折不扣的能源行业“老人”。他也是蔚来初创阶段的核心成员之一,此前一直负责蔚来的能源业务。在任期间,沈斐从零到一建立起蔚来的充换电体系,在全国各地落地了3239座换电站与2757座超充站。</p><p>因此沈斐上任初期曾有过不少争议,业界认为沈斐缺乏销售和营销经验,而乐道当下面临的主要问题在于重塑品牌的营销思路与打法,销量方面也急需提升。</p><p>对此沈斐表示,从充换电“切换”到销售运营,确实难度增加了一点,但不是什么“地狱级”的挑战。</p><p>事实上,在蔚来呆了十年的沈斐,非常熟悉销售体系的运作。一个典型例证是,蔚来有接近三分之一的区总负责人都是能源团队转过去的。当时秦力洪戏称,蔚来大营销体系的“黄埔军校”正是出自沈斐团队,之后应该叫他“沈校长”。</p><p>这一点并不夸张,沈斐此前带领的能源团队,是整个公司中被视为最具执行力的“铁军”。在主导构建蔚来这个全球最大换电网络时,沈斐坚持“先落地再优化”的原则,以高密度实地调研和迭代测试,确保换电布局与用户需求精准匹配。</p><p>李斌和秦力洪亲自管理乐道,沈斐接替艾铁成负责销售和区域公司管理,背后反映出蔚来组织改革的两点考虑:一是从战略上,乐道需要深度绑定蔚来体系;二是需要更多的蔚来“长期主义”知行合一者,去“纠偏”乐道的短期激进,从底层执行力上去一步步“改造”乐道。</p><p><strong>乐道的“务实主义”转型</strong></p><p>沈斐是业界公认的“围棋迷”。今年的上海车展,<a href=\"https://laohu8.com/S/BILI\">B站</a>围棋大V“战鹰”曾参观了蔚来展台,沈斐化身“迷弟”,专程跑去合影,并发在了蔚来的围棋群。</p><p>此前谈到乐道的变革时,沈斐以围棋为例进行了解释,“一招致胜这种情况几乎没有,更多场景要靠一手棋一手棋地去追赶,努力做好一件件小事,总结下来就是结硬寨,打呆仗”。这正是蔚来“长期主义”的核心理念,相比“半路出家”的艾铁成,沈斐无疑是理解更深入、执行更彻底的。</p><p>沈斐曾提到,自己会持续盯着整个组织和人,包括每一个人是否认同组织的价值观,以及责任感、工作激情、信心等等,“会更关注这些无形的东西”。</p><p>这一点,也体现在沈斐上任后的每天两次晨会中,一个是所有区总的晨会,一个是所有店总的晨会,目的就是为了确保“方向对齐”。</p><p>从<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>、<a href=\"https://laohu8.com/S/PG\">宝洁</a>、洲际中走出的艾铁成,和长期在一线作战的沈斐,也代表着乐道的两个不同时期的风格:前者更强调“品牌故事”营销,后者更注重资源整合与体系化作战。</p><p>乐道改革之初,李斌就大力推动乐道与蔚来的协同,打破此前两者的资源壁垒,比如销售中台的合并,以及提升双品牌的换电网络共享率。同时加强垂直管控,研发、供应链等业务直接向李斌汇报,营销向秦力洪汇报。</p><p>在品牌认知重塑方面,秦力洪极力避免乐道和蔚来的“切割”,一方面强化“蔚来旗下品牌”的标签,另一方面也将<a href=\"https://laohu8.com/S/NIO\">NIO</a> House向乐道和萤火虫用户开放。乐道本来就是蔚来的一部分,“牛屋是牛屋,用户和车要分开来看”。</p><p>而在销售策略方面,负责销售工作的沈斐强调每天小目标而非激进口号,“连一线情况都没搞清楚,就要他们这个月卖一万台两万台,没有任何意义”。具体来说,不给团队设定具体任务指标,而是“每个人都比上个月多卖一台车”,从基础动作上提升执行力。沈斐表示,“我也不知道下多少指标好,但是你每个人多卖一辆车,对每个人说是一个特别具体可以努力的目标”。</p><p>众所周知的是,蔚来是一家理想主义有些超额,却实用主义略显不足的公司。而务实风格恰恰是公司当前最需要的,没有任何包袱,一切以结果为导向。</p><p>当有微博网友质疑他“官方下场转发这种拉踩视频不太好”,沈斐回复说:“某种意义上,我更愿意代表沈斐个人。上限要高,道德、良知、美好、目标,都要提极高的要求,并且付出不亚于任何人的努力;下限也要足够低,手脏一点,泥坑里打打滚也是必须的,否则你都没机会去追求你的美好与上限。”</p><p>蔚来的管理者,需要具备认清竞争的本质,带领团队打胜仗的潜质。</p><p>在李斌和秦力洪的“操刀”下,乐道的运营效率和市场表现开始有所提升。有乐道销售表示,从5月开始,明显感觉进店看车、咨询的客户变多了。5月以来,乐道月均销量已从二三月的4000多台,连续稳定在6000台以上。</p><p>随着此次乐道L90的“小胜”,蔚来距离今年第四季度盈利的目标无疑又跨进了一步。</p><p><strong>价格“进攻”,产能“守<a href=\"https://laohu8.com/S/600389\">江山</a>”</strong></p><p>乐道L60在上市初期,曾经也有过高光时刻,让李斌多次表示“卖爆了”,但交付则成为了最大掣肘。产能问题,正是乐道L60当时“<span>高开低走</span>”的核心原因。</p><p>去年下半年,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、理想、智己等对手纷纷开启降价模式,不少乐道L60订单用户为了确保在年内拿到补贴,转投向了其他车企的怀抱。</p><p>此次乐道L90,显然不想再重蹈覆辙。据未经证实消息,为了保证“上市即交付”的目标,乐道L90已经预备了3万辆的订单储备,同时合肥工厂单独为乐道L90开设了第四条生产线,月产能规划为1.5万辆。</p><p>在群访中,李斌也表示这次准备比较充分,能满足生产需求,“如果所有人都希望这个月交车肯定没戏,只能说这是我们爬坡速度最快的一款车”。</p><p>如果产能问题能够完全解决,乐道L90不仅将实现对订单的“守护”,也是蔚来“高端技术平民化”的一次战略落地验证,尤其是换电、900V架构平台等技术的下放,乐道正在带来“性价比”的更多诠释。</p><p>除了“守<a href=\"https://laohu8.com/S/00295\">江山</a>”,乐道L90也有“主动进攻”的倾向,尤其是对理想i8的“步步紧逼”。除了在流量和宣传上的对标外,不少商场中L90的临时展位更是直接设在了理想店门口。</p><p>而在价格的优势外,从目前的市场反响和用户口碑来看,乐道L90的确是理想i8无法轻视的一个对手。相比理想i8越野+轿车+MPV这一“又要既要”的纯电新物种定位,乐道L90可能在家庭定义上做得更加纯粹。</p><p>具体来看,冰箱彩电大沙发这一理想的传统“优势”,在此次i8上只有顶配才齐全,而乐道L90是全系标配冰箱,后排大屏在中配版本上即可拥有。此外,还有轻量化带来的能耗表现,以及前备箱这一家用频次并不低的设计,都让L90在与i8的竞争中有了更多底气。</p><p>也许在理想眼中,i8与L90与并不是一个“档次”的对手,但在理想频频对标的宝马i7眼里,i8可能也远不是一个量级的对手。</p><p>当然,随着特斯拉Model YL和问界M8纯电版的临近,以及大六座纯电SUV这一市场开始被更多玩家关注到,无论是乐道L90还是理想i8,都将面临品牌力、产品力、性价比上的更多挑战。</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>蔚来找到自己的“王凤英”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\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蔚来找到自己的“王凤英”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 20:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206201744a484a466&s=b><strong>与非网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>撰文| 胥 植编辑| 吴先之在“不讲武德”的乐道面前,理想汽车或许只能感叹一句“时运不济”。就在前几天,李想还在微博表示,公司内外都在建议自己学习雷总,想要开个视频账号与大家“面对面”交流。同为雷军的信徒,这一波李斌显然走在了前面。7月31晚的乐道L90上市发布会,无论是营销理念、产品卖点打造,还是市场热度,乐道L90都很好地复制了小米汽车。尽管L90正式价格相较预售价只降低了一万多元,但造成...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206201744a484a466&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"82333":"长城汽车-R","601633":"长城汽车","GWLLY":"长城汽车ADR","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","NIO":"蔚来","09866":"蔚来-SW","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK1588":"回港中概股","BK1119":"汽车制造商","NIO.SI":"蔚来","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK1539":"汽车股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206201744a484a466&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609598223","content_text":"撰文| 胥 植编辑| 吴先之在“不讲武德”的乐道面前,理想汽车或许只能感叹一句“时运不济”。就在前几天,李想还在微博表示,公司内外都在建议自己学习雷总,想要开个视频账号与大家“面对面”交流。同为雷军的信徒,这一波李斌显然走在了前面。7月31晚的乐道L90上市发布会,无论是营销理念、产品卖点打造,还是市场热度,乐道L90都很好地复制了小米汽车。尽管L90正式价格相较预售价只降低了一万多元,但造成的轰动远胜于降了两万多的i8,原因主要在于L90的预售价就已经足够惊喜。尽管价格再一次震惊了行业,但李斌在发布会后群访中表示“并没有绞尽脑汁,价格就在那里了”;秦力洪也称,在目前的定价体系下还是有合理毛利,这背后是基于蔚来在技术、制造、供应链等方面的体系能力,才让有竞争力的价格成为可能。当理想i8正陷入与乘龙卡车的对撞“罗生门”纠纷时,乐道L90已经呈现出“爆款”气质了。根据网友拍摄的图片视频,不少乐道门店在深夜都还是人满为患,排队下单。蔚来上海区域公司总经理,也是原乐道用户运营及服务负责人夏庆华在朋友圈表示,加入公司十年,App卡住见过很多次,销售系统被挤爆还是第一次,“乐道L90是真的支棱起来了”。李斌表示当日新增订单确实比预期多,“前天比我们想象的增加了一倍,昨天早上又翻了一倍”。资本市场的投票,也在某种程度上反映出了两者短期的“冰火两重天”处境。理想i8发布次日,理想汽车港股大跌近13%,接下来两天也持续下跌。而蔚来自乐道L90开启预售之后,股价就开始一路上行;乐道L90上市当晚,蔚来便美股大涨近8%,8月1日,蔚来港股开盘涨幅一度达10%。当然,理想i8有自己的判断和节奏,更多是“绕开巨头”走稳健发育路线,两者的成败在短时间内还无法断言。但同样是各自品牌“不能输”的一仗,L90至少取得了“开门红”,扎实的产品力和超预期的价格,自然是乐道L90脱颖而出的明面“利器”。但需要注意的是,从L60的失利中走出来,乐道只用了不到半年时间,这背后的变化与进步,或许更多要归功于李斌这个幕后“推手”。改革于危难之际今年4月紧急接任乐道CEO,沈斐的“上马”毫无征兆。就在3月底的媒体采访中,艾铁成还表示“一走了之是最容易的选择,格局太小,后续会用结果说话”。但在4月初,艾铁成就“闪电”离职。当时蔚来深陷舆论旋涡,销量困境之下的组织臃肿低效问题被无限放大,李斌多次表示要“学习小鹏”,进行大刀阔斧的组织改革。而艾铁成的离任,就被视作蔚来改革的“第一刀”。在消息公布的前一天下午,沈斐才从李斌口中得知了自己的“新角色”。对此沈斐没有什么抗拒,认为更像是“开始玩下一关的游戏”。这体现出一个蔚来“老兵”的担当,“这个时候应该有人能够站出来,去解决一些问题”。在加入蔚来之前,沈斐曾负责电力技术类工作,是不折不扣的能源行业“老人”。他也是蔚来初创阶段的核心成员之一,此前一直负责蔚来的能源业务。在任期间,沈斐从零到一建立起蔚来的充换电体系,在全国各地落地了3239座换电站与2757座超充站。因此沈斐上任初期曾有过不少争议,业界认为沈斐缺乏销售和营销经验,而乐道当下面临的主要问题在于重塑品牌的营销思路与打法,销量方面也急需提升。对此沈斐表示,从充换电“切换”到销售运营,确实难度增加了一点,但不是什么“地狱级”的挑战。事实上,在蔚来呆了十年的沈斐,非常熟悉销售体系的运作。一个典型例证是,蔚来有接近三分之一的区总负责人都是能源团队转过去的。当时秦力洪戏称,蔚来大营销体系的“黄埔军校”正是出自沈斐团队,之后应该叫他“沈校长”。这一点并不夸张,沈斐此前带领的能源团队,是整个公司中被视为最具执行力的“铁军”。在主导构建蔚来这个全球最大换电网络时,沈斐坚持“先落地再优化”的原则,以高密度实地调研和迭代测试,确保换电布局与用户需求精准匹配。李斌和秦力洪亲自管理乐道,沈斐接替艾铁成负责销售和区域公司管理,背后反映出蔚来组织改革的两点考虑:一是从战略上,乐道需要深度绑定蔚来体系;二是需要更多的蔚来“长期主义”知行合一者,去“纠偏”乐道的短期激进,从底层执行力上去一步步“改造”乐道。乐道的“务实主义”转型沈斐是业界公认的“围棋迷”。今年的上海车展,B站围棋大V“战鹰”曾参观了蔚来展台,沈斐化身“迷弟”,专程跑去合影,并发在了蔚来的围棋群。此前谈到乐道的变革时,沈斐以围棋为例进行了解释,“一招致胜这种情况几乎没有,更多场景要靠一手棋一手棋地去追赶,努力做好一件件小事,总结下来就是结硬寨,打呆仗”。这正是蔚来“长期主义”的核心理念,相比“半路出家”的艾铁成,沈斐无疑是理解更深入、执行更彻底的。沈斐曾提到,自己会持续盯着整个组织和人,包括每一个人是否认同组织的价值观,以及责任感、工作激情、信心等等,“会更关注这些无形的东西”。这一点,也体现在沈斐上任后的每天两次晨会中,一个是所有区总的晨会,一个是所有店总的晨会,目的就是为了确保“方向对齐”。从迪士尼、宝洁、洲际中走出的艾铁成,和长期在一线作战的沈斐,也代表着乐道的两个不同时期的风格:前者更强调“品牌故事”营销,后者更注重资源整合与体系化作战。乐道改革之初,李斌就大力推动乐道与蔚来的协同,打破此前两者的资源壁垒,比如销售中台的合并,以及提升双品牌的换电网络共享率。同时加强垂直管控,研发、供应链等业务直接向李斌汇报,营销向秦力洪汇报。在品牌认知重塑方面,秦力洪极力避免乐道和蔚来的“切割”,一方面强化“蔚来旗下品牌”的标签,另一方面也将NIO House向乐道和萤火虫用户开放。乐道本来就是蔚来的一部分,“牛屋是牛屋,用户和车要分开来看”。而在销售策略方面,负责销售工作的沈斐强调每天小目标而非激进口号,“连一线情况都没搞清楚,就要他们这个月卖一万台两万台,没有任何意义”。具体来说,不给团队设定具体任务指标,而是“每个人都比上个月多卖一台车”,从基础动作上提升执行力。沈斐表示,“我也不知道下多少指标好,但是你每个人多卖一辆车,对每个人说是一个特别具体可以努力的目标”。众所周知的是,蔚来是一家理想主义有些超额,却实用主义略显不足的公司。而务实风格恰恰是公司当前最需要的,没有任何包袱,一切以结果为导向。当有微博网友质疑他“官方下场转发这种拉踩视频不太好”,沈斐回复说:“某种意义上,我更愿意代表沈斐个人。上限要高,道德、良知、美好、目标,都要提极高的要求,并且付出不亚于任何人的努力;下限也要足够低,手脏一点,泥坑里打打滚也是必须的,否则你都没机会去追求你的美好与上限。”蔚来的管理者,需要具备认清竞争的本质,带领团队打胜仗的潜质。在李斌和秦力洪的“操刀”下,乐道的运营效率和市场表现开始有所提升。有乐道销售表示,从5月开始,明显感觉进店看车、咨询的客户变多了。5月以来,乐道月均销量已从二三月的4000多台,连续稳定在6000台以上。随着此次乐道L90的“小胜”,蔚来距离今年第四季度盈利的目标无疑又跨进了一步。价格“进攻”,产能“守江山”乐道L60在上市初期,曾经也有过高光时刻,让李斌多次表示“卖爆了”,但交付则成为了最大掣肘。产能问题,正是乐道L60当时“高开低走”的核心原因。去年下半年,特斯拉、极氪、理想、智己等对手纷纷开启降价模式,不少乐道L60订单用户为了确保在年内拿到补贴,转投向了其他车企的怀抱。此次乐道L90,显然不想再重蹈覆辙。据未经证实消息,为了保证“上市即交付”的目标,乐道L90已经预备了3万辆的订单储备,同时合肥工厂单独为乐道L90开设了第四条生产线,月产能规划为1.5万辆。在群访中,李斌也表示这次准备比较充分,能满足生产需求,“如果所有人都希望这个月交车肯定没戏,只能说这是我们爬坡速度最快的一款车”。如果产能问题能够完全解决,乐道L90不仅将实现对订单的“守护”,也是蔚来“高端技术平民化”的一次战略落地验证,尤其是换电、900V架构平台等技术的下放,乐道正在带来“性价比”的更多诠释。除了“守江山”,乐道L90也有“主动进攻”的倾向,尤其是对理想i8的“步步紧逼”。除了在流量和宣传上的对标外,不少商场中L90的临时展位更是直接设在了理想店门口。而在价格的优势外,从目前的市场反响和用户口碑来看,乐道L90的确是理想i8无法轻视的一个对手。相比理想i8越野+轿车+MPV这一“又要既要”的纯电新物种定位,乐道L90可能在家庭定义上做得更加纯粹。具体来看,冰箱彩电大沙发这一理想的传统“优势”,在此次i8上只有顶配才齐全,而乐道L90是全系标配冰箱,后排大屏在中配版本上即可拥有。此外,还有轻量化带来的能耗表现,以及前备箱这一家用频次并不低的设计,都让L90在与i8的竞争中有了更多底气。也许在理想眼中,i8与L90与并不是一个“档次”的对手,但在理想频频对标的宝马i7眼里,i8可能也远不是一个量级的对手。当然,随着特斯拉Model 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多年不动的朋友们,现在可以出货了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/519597278401712","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516340316147928,"gmtCreate":1767083258610,"gmtModify":1767083260354,"author":{"id":"3577008071589898","authorId":"3577008071589898","name":"东王","avatar":"https://static.tigerbbs.com/0f76cd143b901aa3b1818eef48ab35f4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577008071589898","idStr":"3577008071589898"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 今晚跌破0.8美元","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 今晚跌破0.8美元","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 今晚跌破0.8美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516340316147928","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496617246220760,"gmtCreate":1762267480123,"gmtModify":1762268033119,"author":{"id":"3577008071589898","authorId":"3577008071589898","name":"东王","avatar":"https://static.tigerbbs.com/0f76cd143b901aa3b1818eef48ab35f4","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3577008071589898","idStr":"3577008071589898"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 有人挂单0.01美元买入50万股,什么鬼,这么不看好老贾呀","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 有人挂单0.01美元买入50万股,什么鬼,这么不看好老贾呀","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 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