<blockquote>
<ul>
<li>为突破行业逆风，蔚来计划在第二季度集中资源，确保蔚来 ES9 和乐道 L80 顺利上市。</li>
<li>李斌表示，在 ES9 和乐道 L80 的推动下，蔚来 5 月和 6 月的交付量预计将稳步增长。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687.jpg"/></p><p>(蔚来 ES9。图片来源：蔚来)</p><p>蔚来创始人、董事长兼首席执行官李斌表示，公司与整个行业一样，在第二季度面临显著的外部压力，因此蔚来 ES9 和乐道 L80 成为应对挑战的关键。</p><p>这两款即将推出的战略新车型被蔚来管理层视为推动交付量增长并维持公司盈利趋势的核心驱动力。</p><p>在 4 月 16 日的一场内部会议上，李斌告诉员工，蔚来第一季度交付了 83,465 辆新车，同比增长 98.3%。</p><p>Telegram 或 Google News</p><p>据当地媒体晚点周五报道，李斌表示，由于高价位车型在销售组合中占比更大，公司第一季度的营收增长预计将显著超过交付量增长。</p><p>尽管第一季度开局强劲，但李斌指出，第二季度的宏观经济环境依然严峻，整个汽车行业持续面临销售压力。</p><p>李斌援引中国汽车工业协会（CPCA）的数据表示，乘用车和新能源汽车（NEV）的整体销量在第一季度均出现下滑，且自 4 月以来，整个行业同比呈现持续下降趋势。</p><p>为突破行业逆风，蔚来计划在第二季度集中其最优势的资源，确保蔚来 ES9 和乐道 L80 电动 SUV（运动型多用途车）车型的顺利上市和交付。</p><p>李斌预计，随着这两款高利润大型 SUV 的新车型效应开始显现，蔚来在 5 月和 6 月的交付量将稳步增加。</p><p>蔚来已于 4 月 9 日开始 ES9 预售，正式上市定于 5 月下旬，交付将于 6 月 1 日开始。</p><p>乐道 L80 的具体上市日期尚未公布，但蔚来本月早些时候表示该产品即将推出。</p><p>李斌对员工表示，蔚来 ES9 的早期市场反馈已超过内部预期，该车型吸引了大量非蔚来品牌用户。</p><p>具体而言，李斌表示，同期非蔚来用户的 ES9 订单量是 ES8 的 1.5 倍以上。</p><p>与此同时，乐道计划在第二季度推出三款产品，包括全新 L80，以及现有 L90 和 L60 车型的改款车型。</p><p>李斌认为，乐道 L80 将在大型五座 SUV 市场引发革命性效应，有望带动乐道 L90 和 L60 的销售，从而扭转该品牌的销售曲线。</p><p>除了汽车销售外，蔚来也在加强对其非汽车业务的运营聚焦，该业务去年创造了 100 亿元人民币（14.7 亿美元）的营收。</p><p>随着车队规模的持续增长，非汽车业务的利润预计将进一步增加。李斌表示，从 100 亿元的营收中，还有提取 5 亿元利润的空间。</p><p>蔚来曾在 2025 年第四季度实现单季度盈利，但李斌强调，公司的存在目的并非仅仅为了一个季度的盈利。</p><p>李斌对员工表示，蔚来需要努力每个季度高质量地完成运营目标，通过精细化运营对冲原材料价格上涨的压力，为股东创造长期价值。</p><p>为实现 2026 年全年盈利目标，李斌敦促全体员工在第二季度不可松懈，强调需要优化产品运营并提高需求预测的准确性。</p><p>李斌表示，如果蔚来能成功应对新车型上市和车辆过渡的挑战，公司在第三季度和第四季度将处于更有利的市场地位。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041505555797-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041505555797-768x432.jpg"/></p><p>通用别克品牌捍卫 MPV 传统，抵御蔚来 ES9 的威胁</p><p>蔚来的首席执行官表示，ES9 SUV 可能让人忘记 MPV，这引发了别克品牌的反击。</p><p>(1 美元=6.8224 元人民币)</p>

蔚来

蔚来-SW

国泰中证800汽车与零部件ETF

华夏中证新能源汽车ETF

华宝智能电动汽车ETF

<p>蔚来 CEO 李斌宣布计划将资源集中在第二季度推出蔚来 ES9 和乐道 L80，以应对行业挑战。尽管第一季度交付量强劲，达到 83,465 辆，但李斌指出宏观经济压力仍持续影响汽车行业。他预计随着这两款新车型的推出，5 月和 6 月的交付量将稳步增长，目前这两款车已引发市场广泛关注。蔚来致力于实现长期盈利和卓越运营，在原材料成本上升的背景下，呼吁员工保持专注。公司还计划提升非汽车业务营收，该业务去年收入达 100 亿元人民币</p>

<blockquote>
<ul>
<li>To break through industry headwinds, Nio plans to concentrate resources in the second quarter to ensure the smooth launch of the Nio ES9 and Onvo L80.</li>
<li>Driven by the ES9 and Onvo L80, Nio's deliveries are expected to grow steadily in May and June, William Li said.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>为突破行业逆风，蔚来计划在第二季度集中资源，确保蔚来 ES9 和乐道 L80 顺利上市。</li>
<li>李斌表示，在 ES9 和乐道 L80 的推动下，蔚来 5 月和 6 月的交付量预计将稳步增长。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041712021687.jpg"/></p>
<p>(Nio ES9. Image credit: Nio)</p>
<div class="lb-trans"><p>(蔚来 ES9。图片来源：蔚来)</p></div><p>Nio founder, chairman and CEO William Li said that the company, like the whole industry, faces significant external pressure in the second quarter, making the Nio ES9 and Onvo L80 key to navigating the challenges.</p>
<div class="lb-trans"><p>蔚来创始人、董事长兼首席执行官李斌表示，公司与整个行业一样，在第二季度面临显著的外部压力，因此蔚来 ES9 和乐道 L80 成为应对挑战的关键。</p></div><p>The two upcoming strategic new models are viewed by Nio's management as core drivers for boosting deliveries and maintaining the company's profitability trend.</p>
<div class="lb-trans"><p>这两款即将推出的战略新车型被蔚来管理层视为推动交付量增长并维持公司盈利趋势的核心驱动力。</p></div><p>During an internal meeting on April 16, Li told employees that Nio delivered 83,465 new vehicles in the first quarter, achieving a 98.3% year-on-year increase.</p>
<div class="lb-trans"><p>在 4 月 16 日的一场内部会议上，李斌告诉员工，蔚来第一季度交付了 83,465 辆新车，同比增长 98.3%。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>Telegram 或 Google News</p></div><p>Because higher-priced models accounted for a larger share of the sales mix, the company's first-quarter revenue growth is expected to significantly outpace its delivery growth, Li said, according to a Friday report by local media outlet LatePost.</p>
<div class="lb-trans"><p>据当地媒体晚点周五报道，李斌表示，由于高价位车型在销售组合中占比更大，公司第一季度的营收增长预计将显著超过交付量增长。</p></div><p>Despite a strong start in the first quarter, Li noted that the macroeconomic environment in the second quarter remains severe, with the broader auto industry facing continuous sales pressure.</p>
<div class="lb-trans"><p>尽管第一季度开局强劲，但李斌指出，第二季度的宏观经济环境依然严峻，整个汽车行业持续面临销售压力。</p></div><p>Overall sales of passenger cars and new energy vehicles (NEVs) both declined in the first quarter, and the industry as a whole has continued to show a year-on-year downward trend since April, Li said, citing data from the China Passenger Car Association (CPCA).</p>
<div class="lb-trans"><p>李斌援引中国汽车工业协会（CPCA）的数据表示，乘用车和新能源汽车（NEV）的整体销量在第一季度均出现下滑，且自 4 月以来，整个行业同比呈现持续下降趋势。</p></div><p>To break through the industry headwinds, Nio plans to concentrate its most advantageous resources in the second quarter to ensure the smooth launch and delivery of the Nio ES9 and Onvo L80 electric SUV (sport utility vehicle) models.</p>
<div class="lb-trans"><p>为突破行业逆风，蔚来计划在第二季度集中其最优势的资源，确保蔚来 ES9 和乐道 L80 电动 SUV（运动型多用途车）车型的顺利上市和交付。</p></div><p>Li expects that as the new-model effect of these two high-margin large SUVs kicks in, Nio's deliveries will see a steady increase in May and June.</p>
<div class="lb-trans"><p>李斌预计，随着这两款高利润大型 SUV 的新车型效应开始显现，蔚来在 5 月和 6 月的交付量将稳步增加。</p></div><p>Nio began pre-sales for the ES9 on April 9, with the official launch set for late May and deliveries starting on June 1.</p>
<div class="lb-trans"><p>蔚来已于 4 月 9 日开始 ES9 预售，正式上市定于 5 月下旬，交付将于 6 月 1 日开始。</p></div><p>The specific launch date for the Onvo L80 has not yet been announced, though Nio said earlier this month that it is coming soon.</p>
<div class="lb-trans"><p>乐道 L80 的具体上市日期尚未公布，但蔚来本月早些时候表示该产品即将推出。</p></div><p>Early market feedback for the Nio ES9 has already exceeded internal expectations, Li told employees, noting that the model has attracted a large number of non-Nio brand users.</p>
<div class="lb-trans"><p>李斌对员工表示，蔚来 ES9 的早期市场反馈已超过内部预期，该车型吸引了大量非蔚来品牌用户。</p></div><p>Specifically, the volume of ES9 orders from non-Nio users is more than 1.5 times that of the ES8 during the same period, Li said.</p>
<div class="lb-trans"><p>具体而言，李斌表示，同期非蔚来用户的 ES9 订单量是 ES8 的 1.5 倍以上。</p></div><p>Meanwhile, Onvo plans to roll out three products in the second quarter, including the all-new L80, as well as facelifted versions of the existing L90 and L60 models.</p>
<div class="lb-trans"><p>与此同时，乐道计划在第二季度推出三款产品，包括全新 L80，以及现有 L90 和 L60 车型的改款车型。</p></div><p>Li believes the Onvo L80 will trigger a revolutionary effect in the large five-seater SUV market and is expected to drive sales of the Onvo L90 and L60, thereby reversing the brand's sales curve.</p>
<div class="lb-trans"><p>李斌认为，乐道 L80 将在大型五座 SUV 市场引发革命性效应，有望带动乐道 L90 和 L60 的销售，从而扭转该品牌的销售曲线。</p></div><p>Beyond vehicle sales, Nio is also strengthening its operational focus on non-vehicle businesses, which generated 10 billion yuan ($1.47 billion) in revenue last year.</p>
<div class="lb-trans"><p>除了汽车销售外，蔚来也在加强对其非汽车业务的运营聚焦，该业务去年创造了 100 亿元人民币（14.7 亿美元）的营收。</p></div><p>As the vehicle fleet continues to grow, profits from non-vehicle businesses are expected to increase further, with room to extract 500 million yuan in profit from the 10 billion yuan revenue, Li said.</p>
<div class="lb-trans"><p>随着车队规模的持续增长，非汽车业务的利润预计将进一步增加。李斌表示，从 100 亿元的营收中，还有提取 5 亿元利润的空间。</p></div><p>Nio historically turned a profit in a single quarter in the fourth quarter of 2025, but Li stressed that the company's purpose for existence is not for a single quarter of profitability.</p>
<div class="lb-trans"><p>蔚来曾在 2025 年第四季度实现单季度盈利，但李斌强调，公司的存在目的并非仅仅为了一个季度的盈利。</p></div><p>Nio needs to strive to complete its operational goals with high quality every quarter, hedging against the pressure of rising raw material prices through refined operations to create long-term value for shareholders, Li told employees.</p>
<div class="lb-trans"><p>李斌对员工表示，蔚来需要努力每个季度高质量地完成运营目标，通过精细化运营对冲原材料价格上涨的压力，为股东创造长期价值。</p></div><p>To achieve the 2026 full-year profitability target, Li urged all employees not to slack off in the second quarter, emphasizing the need to refine product operations and improve the accuracy of demand forecasting.</p>
<div class="lb-trans"><p>为实现 2026 年全年盈利目标，李斌敦促全体员工在第二季度不可松懈，强调需要优化产品运营并提高需求预测的准确性。</p></div><p>If Nio can successfully navigate the challenges of new model launches and vehicle transitions, the company will be in a more advantageous market position in the third and fourth quarters, Li said.</p>
<div class="lb-trans"><p>李斌表示，如果蔚来能成功应对新车型上市和车辆过渡的挑战，公司在第三季度和第四季度将处于更有利的市场地位。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/04/2026041505555797-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/04/2026041505555797-768x432.jpg"/></p>
<p>GM's Buick brand defends MPV legacy against Nio ES9 threat</p>
<div class="lb-trans"><p>通用别克品牌捍卫 MPV 传统，抵御蔚来 ES9 的威胁</p></div><p>Nio's CEO said the ES9 SUV could make people forget about MPVs, prompting a push-back from the Buick brand.</p>
<div class="lb-trans"><p>蔚来的首席执行官表示，ES9 SUV 可能让人忘记 MPV，这引发了别克品牌的反击。</p></div><p>($1 = 6.8224 yuan)</p>
<div class="lb-trans"><p>(1 美元=6.8224 元人民币)</p></div>

Nio CEO sees Q2 pressure, bets on ES9 and L80 to drive growth

- 蔚来计划集中资源于第二季度，确保 ES9 和 Onvo L80 的顺利推出。  
- 第一季度蔚来交付 83,465 辆，同比增长 98.3%。  
- 尽管销量强劲，第二季度宏观经济环境严峻，面临持续销售压力。

蔚来 CEO 预计二季度承压，押注 ES9 和 L80 驱动增长