<blockquote>
<ul>
<li>德意志銀行預計，樂道 L80 的月銷量在短期內將達到約 1 萬輛，隨後穩定在 4,000 輛左右。</li>
<li>這款大型五座 SUV 已於週六開始交付，將與比亞迪和理想汽車的車型展開激烈競爭。</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>（樂道 L80。圖片來源：樂道）</p><p>德意志銀行分析師預計，蔚來（NYSE: NIO）旗下子品牌樂道新推出的大型五座 SUV（運動型多用途汽車）L80 的銷量走勢將效仿三排座 SUV L90。</p><p>分析師王斌及其團隊在週一的一份研究報告中寫道，在短期內——即初始產能爬坡之後——樂道 L80 的月銷量預計將達到約 1 萬輛。</p><p>然而，該團隊表示，隨着更多競品進入市場，其銷量預計將回歸常態，維持在每月 4,000 輛左右。</p><p>加入我們的 Telegram 或 Google News</p><p>該團隊寫道：“我們觀察到 ‘樂道 L90’ 六/七座 SUV 呈現出類似的銷量軌跡，其在上市後的前三個月月銷量均超過 1 萬輛，隨後三個月的月均銷量約為 4,000 輛。”</p><p>樂道 L90 最初於 2025 年 7 月 31 日發佈，並於 8 月 1 日開始交付。在其上市後的前三個月中，每月交付量均超過 1 萬輛。</p><p>樂道 L90 月度交付量</p><p>2025  2026</p><p>樂道 L80 於 5 月 15 日（週五）正式上市，含電池包的最終起售價為 24.28 萬元（3.575 萬美元），較此前的預售價小幅下調 1.22%。</p><p>如果消費者選擇 BaaS（電池即服務）電池租賃方案，起售價將降至 15.68 萬元。</p><p>該車型的初步交付工作已於週六在中國 15 個城市正式啓動。</p><p>德意志銀行指出，L80 將與理想汽車（NASDAQ: LI）的理想 i6、比亞迪（HKEX: 1211）的唐 L EV 以及小鵬汽車（NYSE: XPEV）的 G9 等同等價位的車型直接競爭。</p><p>樂道 L80 與 L90 共享同一平台和尺寸，車長 5,145 毫米，軸距 3,110 毫米。</p><p>為滿足不同預算買家的需求，L80 提供三種配置版本。基礎版配備英偉達 Orin X 芯片，而高配版則搭載激光雷達和蔚來自研的神璣 NX9031 芯片。</p><p>此外，德意志銀行表示，蔚來（Nio Inc.）5 月的訂單流保持穩定，預計銷量環比持平。</p><p>研究團隊援引市場調研機構 Thinkercar 的數據稱，該公司在 5 月的前兩週均獲得了約 1 萬個新訂單。</p><p>德意志銀行估計，該公司 5 月的新增訂單總量環比持平，約為 4.2 萬輛。</p><p>樂道品牌正通過密集的產品發佈提升市場份額。中期改款的中大型 SUV L60 預計將於 5 月 29 日開啓預售，並有望成為另一個關鍵的銷量貢獻者。</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>蔚來正式推出樂道 L80，擴充大眾市場產品線</p><p>樂道 L80 含電池包的最終起售價為 24.28 萬元，較預售價下調 1.22%。</p><p>（1 美元 = 6.7921 元人民幣）</p>

蔚來

<p>德意志銀行預測，樂道 L80 的月銷量初期將達到 1 萬輛，隨後穩定在 4,000 輛左右。L80 於 5 月 15 日上市，與比亞迪和理想汽車的車型展開競爭。它與 L90 共享平台，後者曾呈現類似的銷量軌跡。蔚來（Nio Inc.）的訂單流保持穩定，預計 5 月新增訂單約為 42,000 輛。樂道品牌正通過新產品發佈擴大其市場影響力</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>德意志銀行預計，樂道 L80 的月銷量在短期內將達到約 1 萬輛，隨後穩定在 4,000 輛左右。</li>
<li>這款大型五座 SUV 已於週六開始交付，將與比亞迪和理想汽車的車型展開激烈競爭。</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>（樂道 L80。圖片來源：樂道）</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>德意志銀行分析師預計，蔚來（NYSE: NIO）旗下子品牌樂道新推出的大型五座 SUV（運動型多用途汽車）L80 的銷量走勢將效仿三排座 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>分析師王斌及其團隊在週一的一份研究報告中寫道，在短期內——即初始產能爬坡之後——樂道 L80 的月銷量預計將達到約 1 萬輛。</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，該團隊表示，隨着更多競品進入市場，其銷量預計將回歸常態，維持在每月 4,000 輛左右。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 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>該團隊寫道：“我們觀察到 ‘樂道 L90’ 六/七座 SUV 呈現出類似的銷量軌跡，其在上市後的前三個月月銷量均超過 1 萬輛，隨後三個月的月均銷量約為 4,000 輛。”</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>樂道 L90 最初於 2025 年 7 月 31 日發佈，並於 8 月 1 日開始交付。在其上市後的前三個月中，每月交付量均超過 1 萬輛。</p></div><p>Onvo L90 monthly deliveries</p>
<div class="lb-trans"><p>樂道 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>樂道 L80 於 5 月 15 日（週五）正式上市，含電池包的最終起售價為 24.28 萬元（3.575 萬美元），較此前的預售價小幅下調 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>如果消費者選擇 BaaS（電池即服務）電池租賃方案，起售價將降至 15.68 萬元。</p></div><p>Initial deliveries of the model officially began on Saturday across 15 cities in China.</p>
<div class="lb-trans"><p>該車型的初步交付工作已於週六在中國 15 個城市正式啓動。</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>德意志銀行指出，L80 將與理想汽車（NASDAQ: LI）的理想 i6、比亞迪（HKEX: 1211）的唐 L EV 以及小鵬汽車（NYSE: XPEV）的 G9 等同等價位的車型直接競爭。</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>樂道 L80 與 L90 共享同一平台和尺寸，車長 5,145 毫米，軸距 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>為滿足不同預算買家的需求，L80 提供三種配置版本。基礎版配備英偉達 Orin X 芯片，而高配版則搭載激光雷達和蔚來自研的神璣 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，德意志銀行表示，蔚來（Nio Inc.）5 月的訂單流保持穩定，預計銷量環比持平。</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>研究團隊援引市場調研機構 Thinkercar 的數據稱，該公司在 5 月的前兩週均獲得了約 1 萬個新訂單。</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>德意志銀行估計，該公司 5 月的新增訂單總量環比持平，約為 4.2 萬輛。</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>樂道品牌正通過密集的產品發佈提升市場份額。中期改款的中大型 SUV L60 預計將於 5 月 29 日開啓預售，並有望成為另一個關鍵的銷量貢獻者。</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>蔚來正式推出樂道 L80，擴充大眾市場產品線</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>樂道 L80 含電池包的最終起售價為 24.28 萬元，較預售價下調 1.22%。</p></div><p>($1 = 6.7921 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7921 元人民幣）</p></div>

Analysts expect Onvo L80 monthly sales trajectory to mirror L90

- 德意志銀行預計 Onvo L80 短期月銷量將達到約 10,000 輛。  
- 競爭對手 BYD 和理想汽車的相關車型將加大市場競爭。  
- Nio Inc 預計銷售量在短期內回落至約 4,000 輛每月。

分析師預計樂道L80月銷量走勢將效仿L90