<blockquote>
<ul>
<li>為突破行業逆風，蔚來計劃在第二季度集中資源，確保蔚來 ES9 和樂道 L80 順利上市。</li>
<li>李斌表示，在 ES9 和樂道 L80 的推動下，蔚來 5 月和 6 月的交付量預計將穩步增長。</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>(蔚來 ES9。圖片來源：蔚來)</p><p>蔚來創始人、董事長兼首席執行官李斌表示，公司與整個行業一樣，在第二季度面臨顯著的外部壓力，因此蔚來 ES9 和樂道 L80 成為應對挑戰的關鍵。</p><p>這兩款即將推出的戰略新車型被蔚來管理層視為推動交付量增長並維持公司盈利趨勢的核心驅動力。</p><p>在 4 月 16 日的一場內部會議上，李斌告訴員工，蔚來第一季度交付了 83,465 輛新車，同比增長 98.3%。</p><p>Telegram 或 Google News</p><p>據當地媒體晚點週五報道，李斌表示，由於高價位車型在銷售組合中佔比更大，公司第一季度的營收增長預計將顯著超過交付量增長。</p><p>儘管第一季度開局強勁，但李斌指出，第二季度的宏觀經濟環境依然嚴峻，整個汽車行業持續面臨銷售壓力。</p><p>李斌援引中國汽車工業協會（CPCA）的數據表示，乘用車和新能源汽車（NEV）的整體銷量在第一季度均出現下滑，且自 4 月以來，整個行業同比呈現持續下降趨勢。</p><p>為突破行業逆風，蔚來計劃在第二季度集中其最優勢的資源，確保蔚來 ES9 和樂道 L80 電動 SUV（運動型多用途車）車型的順利上市和交付。</p><p>李斌預計，隨着這兩款高利潤大型 SUV 的新車型效應開始顯現，蔚來在 5 月和 6 月的交付量將穩步增加。</p><p>蔚來已於 4 月 9 日開始 ES9 預售，正式上市定於 5 月下旬，交付將於 6 月 1 日開始。</p><p>樂道 L80 的具體上市日期尚未公佈，但蔚來本月早些時候表示該產品即將推出。</p><p>李斌對員工表示，蔚來 ES9 的早期市場反饋已超過內部預期，該車型吸引了大量非蔚來品牌用户。</p><p>具體而言，李斌表示，同期非蔚來用户的 ES9 訂單量是 ES8 的 1.5 倍以上。</p><p>與此同時，樂道計劃在第二季度推出三款產品，包括全新 L80，以及現有 L90 和 L60 車型的改款車型。</p><p>李斌認為，樂道 L80 將在大型五座 SUV 市場引發革命性效應，有望帶動樂道 L90 和 L60 的銷售，從而扭轉該品牌的銷售曲線。</p><p>除了汽車銷售外，蔚來也在加強對其非汽車業務的運營聚焦，該業務去年創造了 100 億元人民幣（14.7 億美元）的營收。</p><p>隨着車隊規模的持續增長，非汽車業務的利潤預計將進一步增加。李斌表示，從 100 億元的營收中，還有提取 5 億元利潤的空間。</p><p>蔚來曾在 2025 年第四季度實現單季度盈利，但李斌強調，公司的存在目的並非僅僅為了一個季度的盈利。</p><p>李斌對員工表示，蔚來需要努力每個季度高質量地完成運營目標，通過精細化運營對沖原材料價格上漲的壓力，為股東創造長期價值。</p><p>為實現 2026 年全年盈利目標，李斌敦促全體員工在第二季度不可鬆懈，強調需要優化產品運營並提高需求預測的準確性。</p><p>李斌表示，如果蔚來能成功應對新車型上市和車輛過渡的挑戰，公司在第三季度和第四季度將處於更有利的市場地位。</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>通用別克品牌捍衞 MPV 傳統，抵禦蔚來 ES9 的威脅</p><p>蔚來的首席執行官表示，ES9 SUV 可能讓人忘記 MPV，這引發了別克品牌的反擊。</p><p>(1 美元=6.8224 元人民幣)</p>

蔚來

蔚來-SW

國泰中證800汽車與零部件ETF

華夏中證新能源汽車ETF

華寶智能電動汽車ETF

<p>蔚來 CEO 李斌宣佈計劃將資源集中在第二季度推出蔚來 ES9 和樂道 L80，以應對行業挑戰。儘管第一季度交付量強勁，達到 83,465 輛，但李斌指出宏觀經濟壓力仍持續影響汽車行業。他預計隨着這兩款新車型的推出，5 月和 6 月的交付量將穩步增長，目前這兩款車已引發市場廣泛關注。蔚來致力於實現長期盈利和卓越運營，在原材料成本上升的背景下，呼籲員工保持專注。公司還計劃提升非汽車業務營收，該業務去年收入達 100 億元人民幣</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>為突破行業逆風，蔚來計劃在第二季度集中資源，確保蔚來 ES9 和樂道 L80 順利上市。</li>
<li>李斌表示，在 ES9 和樂道 L80 的推動下，蔚來 5 月和 6 月的交付量預計將穩步增長。</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>(蔚來 ES9。圖片來源：蔚來)</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>蔚來創始人、董事長兼首席執行官李斌表示，公司與整個行業一樣，在第二季度面臨顯著的外部壓力，因此蔚來 ES9 和樂道 L80 成為應對挑戰的關鍵。</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>這兩款即將推出的戰略新車型被蔚來管理層視為推動交付量增長並維持公司盈利趨勢的核心驅動力。</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 日的一場內部會議上，李斌告訴員工，蔚來第一季度交付了 83,465 輛新車，同比增長 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>據當地媒體晚點週五報道，李斌表示，由於高價位車型在銷售組合中佔比更大，公司第一季度的營收增長預計將顯著超過交付量增長。</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>儘管第一季度開局強勁，但李斌指出，第二季度的宏觀經濟環境依然嚴峻，整個汽車行業持續面臨銷售壓力。</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>李斌援引中國汽車工業協會（CPCA）的數據表示，乘用車和新能源汽車（NEV）的整體銷量在第一季度均出現下滑，且自 4 月以來，整個行業同比呈現持續下降趨勢。</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>為突破行業逆風，蔚來計劃在第二季度集中其最優勢的資源，確保蔚來 ES9 和樂道 L80 電動 SUV（運動型多用途車）車型的順利上市和交付。</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>李斌預計，隨着這兩款高利潤大型 SUV 的新車型效應開始顯現，蔚來在 5 月和 6 月的交付量將穩步增加。</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>蔚來已於 4 月 9 日開始 ES9 預售，正式上市定於 5 月下旬，交付將於 6 月 1 日開始。</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>樂道 L80 的具體上市日期尚未公佈，但蔚來本月早些時候表示該產品即將推出。</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>李斌對員工表示，蔚來 ES9 的早期市場反饋已超過內部預期，該車型吸引了大量非蔚來品牌用户。</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>具體而言，李斌表示，同期非蔚來用户的 ES9 訂單量是 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>與此同時，樂道計劃在第二季度推出三款產品，包括全新 L80，以及現有 L90 和 L60 車型的改款車型。</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>李斌認為，樂道 L80 將在大型五座 SUV 市場引發革命性效應，有望帶動樂道 L90 和 L60 的銷售，從而扭轉該品牌的銷售曲線。</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>除了汽車銷售外，蔚來也在加強對其非汽車業務的運營聚焦，該業務去年創造了 100 億元人民幣（14.7 億美元）的營收。</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>隨着車隊規模的持續增長，非汽車業務的利潤預計將進一步增加。李斌表示，從 100 億元的營收中，還有提取 5 億元利潤的空間。</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>蔚來曾在 2025 年第四季度實現單季度盈利，但李斌強調，公司的存在目的並非僅僅為了一個季度的盈利。</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>李斌對員工表示，蔚來需要努力每個季度高質量地完成運營目標，通過精細化運營對沖原材料價格上漲的壓力，為股東創造長期價值。</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>為實現 2026 年全年盈利目標，李斌敦促全體員工在第二季度不可鬆懈，強調需要優化產品運營並提高需求預測的準確性。</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，如果蔚來能成功應對新車型上市和車輛過渡的挑戰，公司在第三季度和第四季度將處於更有利的市場地位。</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>通用別克品牌捍衞 MPV 傳統，抵禦蔚來 ES9 的威脅</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>蔚來的首席執行官表示，ES9 SUV 可能讓人忘記 MPV，這引發了別克品牌的反擊。</p></div><p>($1 = 6.8224 yuan)</p>
<div class="lb-trans"><p>(1 美元=6.8224 元人民幣)</p></div>

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

- 蔚來計劃集中資源於第二季度，確保 ES9 和 Onvo L80 的順利推出。  
- 第一季度蔚來交付 83,465 輛，同比增長 98.3%。  
- 儘管銷量強勁，第二季度宏觀經濟環境嚴峻，面臨持續銷售壓力。

蔚來 CEO 預計二季度承壓，押注 ES9 和 L80 驅動增長