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价值投机8888
价值投机8888
·
08-09 21:06
$Roundhill N-100 0DTE Covered Call Strategy ETF(QDTE)$
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价值投机8888
价值投机8888
·
08-09 20:50
营收有利润看营收和利润； 利润有现金看现金流入与流出。
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价值投机8888
价值投机8888
·
08-09 20:34
健康的企业，财务状况通常会呈现出“营收有利润，利润有现金”的特点。
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价值投机8888
价值投机8888
·
08-09 11:33
企业如果对上游议价能力强的话，预付款项就会少，而应付款项就会多。如果对下游客户定价权强，预收款项就会多，应收款项就会少。 总结：“应收款项”和“预收款项”反映了企业对下游客户的议价能力，“预付款项”和“应付款项”反映了企业对上游客户的议价能力。
$贵州茅台(600519)$
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价值投机8888
价值投机8888
·
08-08 23:08
$黑瞳科技(DKI)$
赚了个早饭钱[捂脸] [捂脸]
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价值投机8888
价值投机8888
·
08-08 23:03
我开仓了23.0股
$文远知行(WRD)$
,支持下智能驾驶，我自横刀向天笑，去留肝胆两昆仑，莫愁前路无知己，天下谁人不识君，冲吧，奥利给！[看涨] [看涨]
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价值投机8888
价值投机8888
·
08-08 22:42
我平仓了33.0股
$以星航运(ZIM)$
,止盈了，为啥是负的？今天跌破二十日均线了，最近走的太弱了，那先撤了吧。
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价值投机8888
价值投机8888
·
08-08 22:06
我开仓了31.0股
$Oxford Lane Capital Corp(OXLC)$
,继续加点，亏太惨了，不能再跌了啊，扛不住了啊兄弟们，没有一次有个像样的反弹[流泪] [流泪] 。
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价值投机8888
价值投机8888
·
08-08 21:15
加电[比心]
$蔚来(NIO)$
蔚来，被一辆车救赎了
意义非凡。
蔚来，被一辆车救赎了
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价值投机8888
价值投机8888
·
08-07 23:19
$爱依斯电力(AES)$
这个位置看空[看跌] ，你们觉得呢
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利润有现金看现金流入与流出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465791081689184","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465787738107984,"gmtCreate":1754742870389,"gmtModify":1754742872384,"author":{"id":"3492068364442319","authorId":"3492068364442319","name":"价值投机8888","avatar":"https://static.tigerbbs.com/7539f8a4c6f6709b92e0adfa1b83d9bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3492068364442319","authorIdStr":"3492068364442319"},"themes":[],"htmlText":"健康的企业，财务状况通常会呈现出“营收有利润，利润有现金”的特点。","listText":"健康的企业，财务状况通常会呈现出“营收有利润，利润有现金”的特点。","text":"健康的企业，财务状况通常会呈现出“营收有利润，利润有现金”的特点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465787738107984","isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465655869464752,"gmtCreate":1754710414760,"gmtModify":1754710416757,"author":{"id":"3492068364442319","authorId":"3492068364442319","name":"价值投机8888","avatar":"https://static.tigerbbs.com/7539f8a4c6f6709b92e0adfa1b83d9bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3492068364442319","authorIdStr":"3492068364442319"},"themes":[],"htmlText":"企业如果对上游议价能力强的话，预付款项就会少，而应付款项就会多。如果对下游客户定价权强，预收款项就会多，应收款项就会少。 总结：“应收款项”和“预收款项”反映了企业对下游客户的议价能力，“预付款项”和“应付款项”反映了企业对上游客户的议价能力。 <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> ","listText":"企业如果对上游议价能力强的话，预付款项就会少，而应付款项就会多。如果对下游客户定价权强，预收款项就会多，应收款项就会少。 总结：“应收款项”和“预收款项”反映了企业对下游客户的议价能力，“预付款项”和“应付款项”反映了企业对上游客户的议价能力。 <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$ </a> ","text":"企业如果对上游议价能力强的话，预付款项就会少，而应付款项就会多。如果对下游客户定价权强，预收款项就会多，应收款项就会少。 总结：“应收款项”和“预收款项”反映了企业对下游客户的议价能力，“预付款项”和“应付款项”反映了企业对上游客户的议价能力。 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$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465444904325184","repostId":"2557580964","repostType":2,"repost":{"id":"2557580964","kind":"news","pubTimestamp":1754532172,"share":"https://www.laohu8.com/m/news/2557580964?lang=&edition=full","pubTime":"2025-08-07 10:02","market":"us","language":"zh","title":"蔚来，被一辆车救赎了","url":"https://stock-news.laohu8.com/highlight/detail?id=2557580964","media":"亿欧汽车","summary":"意义非凡。","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/327df3b479320fed91b153896e86b2b9\" tg-width=\"1080\" tg-height=\"469\"></p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>，被一辆车救赎了。</p><p>7月的最后一天，乐道L90在杭州上市。</p><p>当李斌报出它的配置与售价时，现场发出了阵阵欢呼。</p><p>这是<a href=\"https://laohu8.com/S/09866\">蔚来</a>久违的盛况。内部更是将这款车的首月交付目标，设置在了1万辆以上。</p><p>对内提振士气，对外消除疑虑，乐道L90对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>而言，意义非凡。</p><p><strong>本文首发于亿欧汽车</strong></p><p><strong>作者｜彭苏平</strong></p><p>上市3天，交付1976辆。</p><p>乐道L90交出了一份亮眼的成绩单。这款大三排纯电SUV，刚上市就一举跻身大型SUV周销量排行榜前三，仅次于问界M8、问界M9。</p><p>作为今年蔚来体系内为数不多的全新车型，又定位家用市场，L90无疑是蔚来今年最重要的产品。</p><p>尤其是，乐道L60没能在去年上市时就打好头阵，焕新版“5566”上市后又表现平平，L90必须要扛起销量的重任。</p><p>虽然是第二品牌的车型，乐道L90几乎完全按照“蔚来标准”打造，极高密度地应用了蔚来过去多年的研发成果，在外观、内饰的设计和审美上也看齐蔚来，为价格的“超预期”打好了基础。</p><p>为了让这款打磨了三年之久的车型在市场竞争中一击即中，乐道这次也做足了准备。</p><p>无论是产品配置和定价策略，还是上市流程和宣发节奏，凡是市场上已经验证过有效的打法，蔚来照单全收，主打听劝，并在执行上打好了这套组合拳。</p><p>乐道L90热卖，蔚来董事长李斌难掩喜色，他在社交平台上主动引用了周榜数据，并表示“合肥工厂已经产能全开，加班加点生产备货”，继续加快生产交付速度。</p><p><strong>据亿欧汽车了解，</strong>今年新上任负责乐道销售的沈斐，已经在内部明确，8月这款车必须交付超过1万辆。按照这个指引，乐道L90很有可能是蔚来有史以来单月销量最高的车型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/600b2e1e60ea6b51cdb44d9e8d442d6d\" tg-width=\"1080\" tg-height=\"978\"></p><p><strong>在“无人区”，</strong></p><p>做性价比王者</p><p>7月最后一天，乐道L90在杭州上市。</p><p>当李斌报出它的配置与售价，现场媒体和意向用户齐齐发出欢呼。</p><p>对蔚来而言，这是久违的盛况。</p><p>在新能源汽车高速发展的这几年，产品卷成麻花，价格低到令人咋舌，同行们相继在细分市场推出王炸，一向以高端品牌定位的蔚来，已经很久没有这样的“炸场时刻”。</p><p>承载家庭用车需求的乐道扮演了这个角色，这一次，也终于轮到蔚来打出了“性价比”这张王牌。</p><p>乐道L90，一款大三排家用SUV，六座、七座的起售价分别为26.58万、27.19万元，如果租用电池，还可以再低8.6万元。</p><p>这个价格，几乎击穿了主流大三排SUV的防线。</p><p>可以对比的是，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>热销的6座SUV L8起售价32.18万元，领克今年新上市的领克900起售价则为28.99万元。</p><p>放在蔚来体系里，这款车长5米多的大型SUV，比蔚来品牌目前最便宜的车型——中型轿跑ET5，还低了3.22万元。</p><p>价格的超预期，给乐道L90带来了非比寻常的关注度。</p><p>资深渠道专家孙少军透露，这款车在7月中旬预售后，一线进店量就暴涨了3-4倍，预售订单很高，“明显感觉到这次破圈了。”</p><p>原因正是，乐道L90的预售价格比目标用户预估的便宜了1.5-2万。</p><p>去年上市的乐道L60，同样是一款打磨成熟的产品，起售价格也比其锚定的标杆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y要低3万，但无论是性价比的观感，还是引发的市场热度，L90都比L60更甚。</p><p>一个重要的原因在于，乐道L90在产品定位上几乎进入“无人区”——大三排的纯电SUV，市场上的产品屈指可数，基于最新原生纯电平台打造的更是凤毛麟角。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3b139444f5b97c304d10a2dd1d32314\" tg-width=\"1080\" tg-height=\"725\"></p><p>过去几年，“中大型车不上纯电”几乎成为市场共识。</p><p>在理想、华为等玩家的“带领”下，市场上的大三排SUV，均以混动/增程驱动为主。就连一直坚持纯电路线的<a href=\"https://laohu8.com/S/ZK\">极氪</a>，在做旗舰SUV极氪9X时，也专门开发了一套超级电混的方案。</p><p>这背后是，受技术限制，纯电方案一直无法很好地解决中大型车辆的续航。</p><p>常规思路是，可以用更大的电池。</p><p>但在实际的车辆工程里，大电池增加车重、提升能耗，续航与电池容量其实是反复取舍的平衡问题。</p><p>随着技术的进步以及产业链的成熟，纯电方案不仅可以完美地适配中大型车辆，解决过去的产品痛点，还能提供一个相当有竞争力的价格。</p><p>过去十年来一直专注于纯电路线的蔚来，抓住了这个机遇。</p><p>基于蔚来的第三代纯电技术平台，早在2022年下半年，乐道L90就已经完成了基本的产品定义。</p><p>900V高压电气架构、轻量化车身、高度集成式电机等核心技术，让这款全新的电动车在性能表现上达到应有水准的同时，在整车整备质量上也实现了飞跃，这能充分地发挥电池的效用，实现更低的能耗，更高的续航。</p><p>为了进一步降低能耗，蔚来还自研了电子保险丝，它可以实现车内用电设备的独立控制，即便车辆持续在监控状态（守卫模式），日耗电量也能控制在1度左右，而同级别车型则会耗电约4度。</p><p>在零部件集成化的趋势下，蔚来也将大三排SUV做出了更好的空间水平。</p><p>这是没有续航焦虑的插混/增程车型面临的痛点，因为受限于电驱、燃油两套动力系统的体积占用，这些大三排SUV的空间体验总是略差一筹。</p><p>基于全域900V高压架构，乐道以36项集成设计（包括但不限于高集成度的电机、更薄的电池包等），实现了空间升级。</p><p>官方数据显示，乐道L90座舱内的纵向有效空间达4195mm，储物空间有670L（其中包含了中国市场最大的240L智能电动前备舱），可以装下10个行李箱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4b09a0a1d0ff8feec49b825cd5de8d1\" tg-width=\"1080\" tg-height=\"621\"></p><p>补齐了短板，又增加了长板，乐道L90率先占领了大三排SUV的性价比之位，某种程度上，已经成为了这个市场的锚点。</p><p><strong>“上市即交付”是选择，</strong></p><p>“交付即上量”是能力</p><p>打磨产品之余，蔚来也系统性调整了上市策略，用更长的宣发周期、更紧凑的交付节奏，精心筹划了乐道L90的亮相和交付。</p><p>自今年4月中旬在上海车展亮相以来，L90便进入了有节奏的预热阶段，从超大前备舱、85kWh电池标配等产品亮点的持续释放，到7月中旬预售发布会进行的技术铺垫，再到7月底正式上市，每一波节点都踩得准、推得稳。</p><p>在产品上市的最后阶段，乐道也将渠道和营销资源彻底打通、彼此咬合，完成了一次有力的“百米冲刺”：</p><p>数百辆展车提前到达门店，预售后趁热开放试驾，正式上市次日，便开启全国大规模交付。</p><p>正是在这种高度协同、全链作战的体系下，乐道L90完成了预订到交付的完美转化，打出了“上市即交付、交付即上量”的蔚来范本。</p><p>在过去几年的激烈竞争下，“上市即交付”已经成了新能源车企的一个显性能力——短时间内的数据拉升，既体现了新车的市场认可度，也能够反映车企的体系作战水平。</p><p>蔚来就不止一次受到产能爬坡的影响，老款ET5和乐道L60，都曾因为没有跟上行业top级的交付节奏，而延误了最佳占位时期，高开低走。</p><p>李斌曾一度解释，“上市即交付”并不代表能力强弱，而是一种营销策略，因为汽车制造的产能爬坡有其客观规律，很难短期内大幅改善，外界看到的“上市即交付”，只是因为选择了“先投产后发布”。</p><p>蔚来过去的习惯是，基于“以销定产”的逻辑，先发布产品，待积累更多订单后再投产。这有利于工厂生产的精益性，但客观上拉长了车辆的交付周期。</p><p>不过这一次，蔚来吸取了之前的经验和教训——乐道L90先投产，后发布，打了一场有准备的仗。</p><p>先投产，后发布，不仅让L90最大限度地承接了各个节点的传播热度，还能让乐道在后续经营中拥有更灵活的应对方案。</p><p>比如，李斌就提到，之前就已经准备了600辆试驾车，上市当晚，试驾车的量进一步增加到了1000辆。</p><p>有媒体曾报道，去年乐道L60后续订单流失后，李斌曾在公司内部多个会议上表达对于市场规律的重新思考，说要“放下执念，顺应更广泛的共识”。</p><p>李斌再次谈到这个话题时，仍不讳言“上市即交付是一种选择”，但同时强调“交付即上量是一种能力”——首先需求要够，说明产品好、定价准，其次预测要准，对于需求的把握以及供应链的匹配管理都要跟上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f12a0f3e9b5f45a86706fcb3e733c65a\" tg-width=\"1080\" tg-height=\"556\"></p><p>这次乐道L90上市，一个产品层面的显著变化是SKU数量大幅精简，仅提供6款核心配置（6座/7座️Pro/Max/Ultra），核心部件比如动力电池，标配了85kWh，仅保留轮毂、车色、踏板等少量选择项。</p><p>这不仅能通过高配下放强化“性价比”标签，还能降低消费者决策门槛、提升交付效率。</p><p>蔚来总裁秦力洪也表示，“全系标配”对交付即上量有很大帮助，因为交付即上量需要囤车，甭管囤几千台、一万台，要是选装配置多，每台车到底配哪些不配哪些，决策起来非常难，但现在全部标配了，对于供应链采购和生产制造来说就清晰很多。</p><p>产能爬坡快，也得益于乐道平台化的策略。比如乐道L90所标配的85kWh电池包，就是与L60同款，去年L60上市时，前期曾遇到过爬产挑战，但对于后发的L90，电池产线准备更为充分。</p><p>快速的交付节奏，正是当下的用户需求，也是彰显一家车企体系能力的直观切面。</p><p>车企的经营能力和品牌软实力，转化到用户身上就是实实在在的情绪价值——这同样是用户需求。</p><p><strong>尾声</strong></p><p>蔚来已经成立快11年，高举高打的扩张，让这家新势力明星一直饱受商业可持续性的争议，李斌今年定下的核心目标是第四季度实现盈利。</p><p>就在一个月前，这还似乎是不可能完成的任务。</p><p>但现在，一款新车就具备了扭转局势的潜力。乐道L90预售以来，蔚来股价已经上涨了30%左右。</p><p>如李斌所说，乐道L90已经初战告捷。</p><p>如果它能持续热产、热销和热交，将不仅仅是一款产品的成功，更是蔚来这家公司组织能力和体系化效率的正名。</p><p>对内提振士气，对外消除疑虑，乐道L90对蔚来的影响，将远远超出这款车本身。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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，被一辆车救赎了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 10:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807113307a479f7f6&s=b><strong>亿欧汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来，被一辆车救赎了。7月的最后一天，乐道L90在杭州上市。当李斌报出它的配置与售价时，现场发出了阵阵欢呼。这是蔚来久违的盛况。内部更是将这款车的首月交付目标，设置在了1万辆以上。对内提振士气，对外消除疑虑，乐道L90对蔚来而言，意义非凡。本文首发于亿欧汽车作者｜彭苏平上市3天，交付1976辆。乐道L90交出了一份亮眼的成绩单。这款大三排纯电SUV，刚上市就一举跻身大型SUV周销量排行榜前三，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807113307a479f7f6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250807113307a479f7f6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557580964","content_text":"蔚来，被一辆车救赎了。7月的最后一天，乐道L90在杭州上市。当李斌报出它的配置与售价时，现场发出了阵阵欢呼。这是蔚来久违的盛况。内部更是将这款车的首月交付目标，设置在了1万辆以上。对内提振士气，对外消除疑虑，乐道L90对蔚来而言，意义非凡。本文首发于亿欧汽车作者｜彭苏平上市3天，交付1976辆。乐道L90交出了一份亮眼的成绩单。这款大三排纯电SUV，刚上市就一举跻身大型SUV周销量排行榜前三，仅次于问界M8、问界M9。作为今年蔚来体系内为数不多的全新车型，又定位家用市场，L90无疑是蔚来今年最重要的产品。尤其是，乐道L60没能在去年上市时就打好头阵，焕新版“5566”上市后又表现平平，L90必须要扛起销量的重任。虽然是第二品牌的车型，乐道L90几乎完全按照“蔚来标准”打造，极高密度地应用了蔚来过去多年的研发成果，在外观、内饰的设计和审美上也看齐蔚来，为价格的“超预期”打好了基础。为了让这款打磨了三年之久的车型在市场竞争中一击即中，乐道这次也做足了准备。无论是产品配置和定价策略，还是上市流程和宣发节奏，凡是市场上已经验证过有效的打法，蔚来照单全收，主打听劝，并在执行上打好了这套组合拳。乐道L90热卖，蔚来董事长李斌难掩喜色，他在社交平台上主动引用了周榜数据，并表示“合肥工厂已经产能全开，加班加点生产备货”，继续加快生产交付速度。据亿欧汽车了解，今年新上任负责乐道销售的沈斐，已经在内部明确，8月这款车必须交付超过1万辆。按照这个指引，乐道L90很有可能是蔚来有史以来单月销量最高的车型。在“无人区”，做性价比王者7月最后一天，乐道L90在杭州上市。当李斌报出它的配置与售价，现场媒体和意向用户齐齐发出欢呼。对蔚来而言，这是久违的盛况。在新能源汽车高速发展的这几年，产品卷成麻花，价格低到令人咋舌，同行们相继在细分市场推出王炸，一向以高端品牌定位的蔚来，已经很久没有这样的“炸场时刻”。承载家庭用车需求的乐道扮演了这个角色，这一次，也终于轮到蔚来打出了“性价比”这张王牌。乐道L90，一款大三排家用SUV，六座、七座的起售价分别为26.58万、27.19万元，如果租用电池，还可以再低8.6万元。这个价格，几乎击穿了主流大三排SUV的防线。可以对比的是，理想汽车热销的6座SUV L8起售价32.18万元，领克今年新上市的领克900起售价则为28.99万元。放在蔚来体系里，这款车长5米多的大型SUV，比蔚来品牌目前最便宜的车型——中型轿跑ET5，还低了3.22万元。价格的超预期，给乐道L90带来了非比寻常的关注度。资深渠道专家孙少军透露，这款车在7月中旬预售后，一线进店量就暴涨了3-4倍，预售订单很高，“明显感觉到这次破圈了。”原因正是，乐道L90的预售价格比目标用户预估的便宜了1.5-2万。去年上市的乐道L60，同样是一款打磨成熟的产品，起售价格也比其锚定的标杆特斯拉Model Y要低3万，但无论是性价比的观感，还是引发的市场热度，L90都比L60更甚。一个重要的原因在于，乐道L90在产品定位上几乎进入“无人区”——大三排的纯电SUV，市场上的产品屈指可数，基于最新原生纯电平台打造的更是凤毛麟角。过去几年，“中大型车不上纯电”几乎成为市场共识。在理想、华为等玩家的“带领”下，市场上的大三排SUV，均以混动/增程驱动为主。就连一直坚持纯电路线的极氪，在做旗舰SUV极氪9X时，也专门开发了一套超级电混的方案。这背后是，受技术限制，纯电方案一直无法很好地解决中大型车辆的续航。常规思路是，可以用更大的电池。但在实际的车辆工程里，大电池增加车重、提升能耗，续航与电池容量其实是反复取舍的平衡问题。随着技术的进步以及产业链的成熟，纯电方案不仅可以完美地适配中大型车辆，解决过去的产品痛点，还能提供一个相当有竞争力的价格。过去十年来一直专注于纯电路线的蔚来，抓住了这个机遇。基于蔚来的第三代纯电技术平台，早在2022年下半年，乐道L90就已经完成了基本的产品定义。900V高压电气架构、轻量化车身、高度集成式电机等核心技术，让这款全新的电动车在性能表现上达到应有水准的同时，在整车整备质量上也实现了飞跃，这能充分地发挥电池的效用，实现更低的能耗，更高的续航。为了进一步降低能耗，蔚来还自研了电子保险丝，它可以实现车内用电设备的独立控制，即便车辆持续在监控状态（守卫模式），日耗电量也能控制在1度左右，而同级别车型则会耗电约4度。在零部件集成化的趋势下，蔚来也将大三排SUV做出了更好的空间水平。这是没有续航焦虑的插混/增程车型面临的痛点，因为受限于电驱、燃油两套动力系统的体积占用，这些大三排SUV的空间体验总是略差一筹。基于全域900V高压架构，乐道以36项集成设计（包括但不限于高集成度的电机、更薄的电池包等），实现了空间升级。官方数据显示，乐道L90座舱内的纵向有效空间达4195mm，储物空间有670L（其中包含了中国市场最大的240L智能电动前备舱），可以装下10个行李箱。补齐了短板，又增加了长板，乐道L90率先占领了大三排SUV的性价比之位，某种程度上，已经成为了这个市场的锚点。“上市即交付”是选择，“交付即上量”是能力打磨产品之余，蔚来也系统性调整了上市策略，用更长的宣发周期、更紧凑的交付节奏，精心筹划了乐道L90的亮相和交付。自今年4月中旬在上海车展亮相以来，L90便进入了有节奏的预热阶段，从超大前备舱、85kWh电池标配等产品亮点的持续释放，到7月中旬预售发布会进行的技术铺垫，再到7月底正式上市，每一波节点都踩得准、推得稳。在产品上市的最后阶段，乐道也将渠道和营销资源彻底打通、彼此咬合，完成了一次有力的“百米冲刺”：数百辆展车提前到达门店，预售后趁热开放试驾，正式上市次日，便开启全国大规模交付。正是在这种高度协同、全链作战的体系下，乐道L90完成了预订到交付的完美转化，打出了“上市即交付、交付即上量”的蔚来范本。在过去几年的激烈竞争下，“上市即交付”已经成了新能源车企的一个显性能力——短时间内的数据拉升，既体现了新车的市场认可度，也能够反映车企的体系作战水平。蔚来就不止一次受到产能爬坡的影响，老款ET5和乐道L60，都曾因为没有跟上行业top级的交付节奏，而延误了最佳占位时期，高开低走。李斌曾一度解释，“上市即交付”并不代表能力强弱，而是一种营销策略，因为汽车制造的产能爬坡有其客观规律，很难短期内大幅改善，外界看到的“上市即交付”，只是因为选择了“先投产后发布”。蔚来过去的习惯是，基于“以销定产”的逻辑，先发布产品，待积累更多订单后再投产。这有利于工厂生产的精益性，但客观上拉长了车辆的交付周期。不过这一次，蔚来吸取了之前的经验和教训——乐道L90先投产，后发布，打了一场有准备的仗。先投产，后发布，不仅让L90最大限度地承接了各个节点的传播热度，还能让乐道在后续经营中拥有更灵活的应对方案。比如，李斌就提到，之前就已经准备了600辆试驾车，上市当晚，试驾车的量进一步增加到了1000辆。有媒体曾报道，去年乐道L60后续订单流失后，李斌曾在公司内部多个会议上表达对于市场规律的重新思考，说要“放下执念，顺应更广泛的共识”。李斌再次谈到这个话题时，仍不讳言“上市即交付是一种选择”，但同时强调“交付即上量是一种能力”——首先需求要够，说明产品好、定价准，其次预测要准，对于需求的把握以及供应链的匹配管理都要跟上。这次乐道L90上市，一个产品层面的显著变化是SKU数量大幅精简，仅提供6款核心配置（6座/7座️Pro/Max/Ultra），核心部件比如动力电池，标配了85kWh，仅保留轮毂、车色、踏板等少量选择项。这不仅能通过高配下放强化“性价比”标签，还能降低消费者决策门槛、提升交付效率。蔚来总裁秦力洪也表示，“全系标配”对交付即上量有很大帮助，因为交付即上量需要囤车，甭管囤几千台、一万台，要是选装配置多，每台车到底配哪些不配哪些，决策起来非常难，但现在全部标配了，对于供应链采购和生产制造来说就清晰很多。产能爬坡快，也得益于乐道平台化的策略。比如乐道L90所标配的85kWh电池包，就是与L60同款，去年L60上市时，前期曾遇到过爬产挑战，但对于后发的L90，电池产线准备更为充分。快速的交付节奏，正是当下的用户需求，也是彰显一家车企体系能力的直观切面。车企的经营能力和品牌软实力，转化到用户身上就是实实在在的情绪价值——这同样是用户需求。尾声蔚来已经成立快11年，高举高打的扩张，让这家新势力明星一直饱受商业可持续性的争议，李斌今年定下的核心目标是第四季度实现盈利。就在一个月前，这还似乎是不可能完成的任务。但现在，一款新车就具备了扭转局势的潜力。乐道L90预售以来，蔚来股价已经上涨了30%左右。如李斌所说，乐道L90已经初战告捷。如果它能持续热产、热销和热交，将不仅仅是一款产品的成功，更是蔚来这家公司组织能力和体系化效率的正名。对内提振士气，对外消除疑虑，乐道L90对蔚来的影响，将远远超出这款车本身。","news_type":1,"symbols_score_info":{"09866":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465119380435368,"gmtCreate":1754579947287,"gmtModify":1754579949707,"author":{"id":"3492068364442319","authorId":"3492068364442319","name":"价值投机8888","avatar":"https://static.tigerbbs.com/7539f8a4c6f6709b92e0adfa1b83d9bd","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3492068364442319","authorIdStr":"3492068364442319"},"themes":[],"htmlText":"<a 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