<blockquote>
<ul>
<li>德意志银行预计，乐道 L80 的月销量在短期内将达到约 1 万辆，随后稳定在 4,000 辆左右。</li>
<li>这款大型五座 SUV 已于周六开始交付，将与比亚迪和理想汽车的车型展开激烈竞争。</li>
</ul>
</blockquote><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1600" height="900" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg"/></p><p>（乐道 L80。图片来源：乐道）</p><p>德意志银行分析师预计，蔚来（NYSE: NIO）旗下子品牌乐道新推出的大型五座 SUV（运动型多用途汽车）L80 的销量走势将效仿三排座 SUV L90。</p><p>分析师王斌及其团队在周一的一份研究报告中写道，在短期內——即初始产能爬坡之后——乐道 L80 的月销量预计将达到约 1 万辆。</p><p>然而，该团队表示，随着更多竞品进入市场，其销量预计将回归常态，维持在每月 4,000 辆左右。</p><p>加入我们的 Telegram 或 Google News</p><p>该团队写道：“我们观察到 ‘乐道 L90’ 六/七座 SUV 呈现出类似的销量轨迹，其在上市后的前三个月月销量均超过 1 万辆，随后三个月的月均销量约为 4,000 辆。”</p><p>乐道 L90 最初于 2025 年 7 月 31 日发布，并于 8 月 1 日开始交付。在其上市后的前三个月中，每月交付量均超过 1 万辆。</p><p>乐道 L90 月度交付量</p><p>2025  2026</p><p>乐道 L80 于 5 月 15 日（周五）正式上市，含电池包的最终起售价为 24.28 万元（3.575 万美元），较此前的预售价小幅下调 1.22%。</p><p>如果消费者选择 BaaS（电池即服务）电池租赁方案，起售价将降至 15.68 万元。</p><p>该车型的初步交付工作已于周六在中国 15 个城市正式启动。</p><p>德意志银行指出，L80 将与理想汽车（NASDAQ: LI）的理想 i6、比亚迪（HKEX: 1211）的唐 L EV 以及小鹏汽车（NYSE: XPEV）的 G9 等同等价位的车型直接竞争。</p><p>乐道 L80 与 L90 共享同一平台和尺寸，车长 5,145 毫米，轴距 3,110 毫米。</p><p>为满足不同预算买家的需求，L80 提供三种配置版本。基础版配备英伟达 Orin X 芯片，而高配版则搭载激光雷达和蔚来自研的神玑 NX9031 芯片。</p><p>此外，德意志银行表示，蔚来（Nio Inc.）5 月的订单流保持稳定，预计销量环比持平。</p><p>研究团队援引市场调研机构 Thinkercar 的数据称，该公司在 5 月的前两周均获得了约 1 万个新订单。</p><p>德意志银行估计，该公司 5 月的新增订单总量环比持平，约为 4.2 万辆。</p><p>乐道品牌正通过密集的产品发布提升市场份额。中期改款的中大型 SUV L60 预计将于 5 月 29 日开启预售，并有望成为另一个关键的销量贡献者。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051613-768x432.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/2026/05/2026051514051613-768x432.jpg"/></p><p>蔚来正式推出乐道 L80，扩充大众市场产品线</p><p>乐道 L80 含电池包的最终起售价为 24.28 万元，较预售价下调 1.22%。</p><p>（1 美元 = 6.7921 元人民币）</p>

蔚来

<p>德意志银行预测，乐道 L80 的月销量初期将达到 1 万辆，随后稳定在 4,000 辆左右。L80 于 5 月 15 日上市，与比亚迪和理想汽车的车型展开竞争。它与 L90 共享平台，后者曾呈现类似的销量轨迹。蔚来（Nio Inc.）的订单流保持稳定，预计 5 月新增订单约为 42,000 辆。乐道品牌正通过新产品发布扩大其市场影响力</p>

<blockquote>
<ul>
<li>Deutsche Bank expects Onvo L80 monthly sales to reach around 10,000 units in the short term before stabilizing at about 4,000 units.</li>
<li>The large five-seat SUV, which began deliveries on Saturday, will compete fiercely with models from BYD and Li Auto.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>德意志银行预计，乐道 L80 的月销量在短期内将达到约 1 万辆，随后稳定在 4,000 辆左右。</li>
<li>这款大型五座 SUV 已于周六开始交付，将与比亚迪和理想汽车的车型展开激烈竞争。</li>
</ul>
</blockquote></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051514051816.jpg"/></p>
<p>(Onvo L80. Image credit: Onvo)</p>
<div class="lb-trans"><p>（乐道 L80。图片来源：乐道）</p></div><p>Deutsche Bank analysts expect the sales trajectory of the newly launched L80 large five-seat SUV (sport utility vehicle) under Nio Inc's (NYSE: NIO) sub-brand Onvo to mirror that of the L90 three-row SUV.</p>
<div class="lb-trans"><p>德意志银行分析师预计，蔚来（NYSE: NIO）旗下子品牌乐道新推出的大型五座 SUV（运动型多用途汽车）L80 的销量走势将效仿三排座 SUV L90。</p></div><p>In the short term — after the initial production ramp-up — the Onvo L80 is expected to reach a monthly sales volume of about 10,000 units, analyst Wang Bin's team wrote in a research note on Monday.</p>
<div class="lb-trans"><p>分析师王斌及其团队在周一的一份研究报告中写道，在短期內——即初始产能爬坡之后——乐道 L80 的月销量预计将达到约 1 万辆。</p></div><p>However, as more competitor products hit the market, its sales volume is expected to normalize to around 4,000 units per month, the team said.</p>
<div class="lb-trans"><p>然而，该团队表示，随着更多竞品进入市场，其销量预计将回归常态，维持在每月 4,000 辆左右。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>&#34;We observed a similar volume trajectory for the “ONVO L90” 6/7 seat SUV, which booked three months of over 10k units in monthly volume post its debut, followed by an average of approximately 4k monthly sales volume in the subsequent three months,&#34; the team wrote.</p>
<div class="lb-trans"><p>该团队写道：“我们观察到 ‘乐道 L90’ 六/七座 SUV 呈现出类似的销量轨迹，其在上市后的前三个月月销量均超过 1 万辆，随后三个月的月均销量约为 4,000 辆。”</p></div><p>The Onvo L90 was initially launched on July 31, 2025, and began deliveries on August 1. It delivered over 10,000 units in each of its first three months.</p>
<div class="lb-trans"><p>乐道 L90 最初于 2025 年 7 月 31 日发布，并于 8 月 1 日开始交付。在其上市后的前三个月中，每月交付量均超过 1 万辆。</p></div><p>Onvo L90 monthly deliveries</p>
<div class="lb-trans"><p>乐道 L90 月度交付量</p></div><p>2025  2026</p>
<div class="lb-trans"><p>2025  2026</p></div><p>The Onvo L80 was officially launched on Friday, May 15, with a final starting price of 242,800 yuan ($35,750) including the battery pack, down slightly by 1.22% from its previous pre-sales price.</p>
<div class="lb-trans"><p>乐道 L80 于 5 月 15 日（周五）正式上市，含电池包的最终起售价为 24.28 万元（3.575 万美元），较此前的预售价小幅下调 1.22%。</p></div><p>If consumers opt for the BaaS (battery as a service) battery rental service, the starting price drops to 156,800 yuan.</p>
<div class="lb-trans"><p>如果消费者选择 BaaS（电池即服务）电池租赁方案，起售价将降至 15.68 万元。</p></div><p>Initial deliveries of the model officially began on Saturday across 15 cities in China.</p>
<div class="lb-trans"><p>该车型的初步交付工作已于周六在中国 15 个城市正式启动。</p></div><p>The L80 will compete directly with similarly priced models such as Li Auto's (NASDAQ: LI) Li i6, BYD's (HKEX: 1211) Tang L EV, and Xpeng's (NYSE: XPEV) G9, Deutsche Bank noted.</p>
<div class="lb-trans"><p>德意志银行指出，L80 将与理想汽车（NASDAQ: LI）的理想 i6、比亚迪（HKEX: 1211）的唐 L EV 以及小鹏汽车（NYSE: XPEV）的 G9 等同等价位的车型直接竞争。</p></div><p>The Onvo L80 shares the same platform and dimensions as the L90, measuring 5,145 millimeters in length with a wheelbase of 3,110 mm.</p>
<div class="lb-trans"><p>乐道 L80 与 L90 共享同一平台和尺寸，车长 5,145 毫米，轴距 3,110 毫米。</p></div><p>To meet the needs of buyers with different budgets, the L80 offers three trim levels. The base version is equipped with Nvidia's Orin X chip, while the higher-end versions feature LiDAR and Nio's in-house developed Shenji NX9031 chip.</p>
<div class="lb-trans"><p>为满足不同预算买家的需求，L80 提供三种配置版本。基础版配备英伟达 Orin X 芯片，而高配版则搭载激光雷达和蔚来自研的神玑 NX9031 芯片。</p></div><p>Furthermore, Deutsche Bank said that Nio Inc's order flow in May has been stable, with sales volume expected to remain consistent month-on-month.</p>
<div class="lb-trans"><p>此外，德意志银行表示，蔚来（Nio Inc.）5 月的订单流保持稳定，预计销量环比持平。</p></div><p>The company secured about 10,000 new orders in both the first and second weeks of May, the team said, citing data from market research firm Thinkercar.</p>
<div class="lb-trans"><p>研究团队援引市场调研机构 Thinkercar 的数据称，该公司在 5 月的前两周均获得了约 1 万个新订单。</p></div><p>Deutsche Bank estimates the company's total new order flow for May will be flat month-on-month at around 42,000 units.</p>
<div class="lb-trans"><p>德意志银行估计，该公司 5 月的新增订单总量环比持平，约为 4.2 万辆。</p></div><p>The Onvo brand is boosting its market share through intensive product launches. The facelifted L60 mid-size SUV is expected to begin pre-sales on May 29 and is likely to become another key volume contributor.</p>
<div class="lb-trans"><p>乐道品牌正通过密集的产品发布提升市场份额。中期改款的中大型 SUV L60 预计将于 5 月 29 日开启预售，并有望成为另一个关键的销量贡献者。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026051514051613-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026051514051613-768x432.jpg"/></p>
<p>Nio expands mass-market lineup with official launch of Onvo L80</p>
<div class="lb-trans"><p>蔚来正式推出乐道 L80，扩充大众市场产品线</p></div><p>The final starting price of the Onvo L80, including the battery pack, is 242,800 yuan, down 1.22% from its pre-sales price.</p>
<div class="lb-trans"><p>乐道 L80 含电池包的最终起售价为 24.28 万元，较预售价下调 1.22%。</p></div><p>($1 = 6.7921 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7921 元人民币）</p></div>

Analysts expect Onvo L80 monthly sales trajectory to mirror L90

- 德意志银行预计 Onvo L80 短期月销量将达到约 10,000 辆。  
- 竞争对手 BYD 和理想汽车的相关车型将加大市场竞争。  
- Nio Inc 预计销售量在短期内回落至约 4,000 辆每月。

分析师预计乐道L80月销量走势将效仿L90