Sampan
2026.05.19 01:10

$NIO Inc(NIO.US)'s future product strategy currently seems to follow the path of Ledao's long-term main brand, with the ES6 replacement likely being the size of the Ledao L80. The ET line also needs to follow the approach of the SU7L to have a greater chance. For battery swapping, the options are either to pursue ultimate compactness and excellence (Firefly) or, from an operational perspective, to focus on larger vehicles to ensure operational stability and user experience, which is the right path. The ES8 broke the mold and has performed quite well, and the ES9 wave won't be much worse than Livis, fully demonstrating that battery swapping is a plus for large vehicles (lower usage costs, better refueling experience), so why not do it?

If the battery-swapping series' 5566 follows the old roadmap, it has little future. A product feature that falls between two stools is not a good plan, no matter how much it's praised. To sell explosively at this price point, the ET5 now needs to use the Aito S9 as a reference.

People who really like the current form of the 5566 can buy it now, as this type of car probably won't appear again in the future.

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