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the popular ledao will become the gravitational field in li bin's hands

2024-09-23

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written by zhao lingwei
edit|yu jie
produced by|automotive industry

ledaothe orders have indeed exploded. i specifically asked (the order channel) to expand its capacity five times, but there is still a little lag."

ledao l60on the second day of the launch conference, li bin could not hide his excitement.nioas per the custom, the specific order volume was not shared on that day.


on september 19, the first model of nio’s second brand ledao, the l60, was launched.the reason for the "explosion of orders" is probably because the baas battery rental plan for this mid-size pure electric suv starts at only 149,900 yuan.this price not only widens the gap with nio, whose average price is more than 400,000 yuan, but is also very competitive in the family suv market.


in order to welcome new brands and serve more users, li bin recently launched the "charging in every county" plan to continuously expand the charging network. recently, li bin inspected charging and swapping facilities in xinjiang and had a heart-to-heart talk with his senior brother yu minhong.


li binyu minhongrecalling nio’s entrepreneurial journey, there were turmoil almost every year, but when the wind died down, nio was always safe and sound.



just before ledao went public, it was the same. recently, nio is facing a crisis of declining sales. the outside world commented that ledao's success is the magic medicine to "revive" nio, and there are even rumors that "nio has declared bankruptcy" (which has been debunked).


when extended-range hybrid vehicles suddenly become the mainstream and occupy the market, the market share of high-end vehicles above 300,000 yuan declines collectively, and new and old forces re-"roll" the mass market... on the surface, this wave of "hybrid potential"li bininstead of catching up, he got stuck in several dilemmas. but li bin believes that this path is "difficult but correct."


no wonder yu minhong said that li bin "is a person with great perseverance and will never give up easily."


NO.1

[be happy, be happy]


the l60 is one of the 12 models manufactured by nio, and it is also the longest product presentation at the nio system launch conference. it is not just a product introduction, but also wants to convey a kind of life interest.

 

this nearly two-hour press conference hosted by ai tiecheng alone was not boring, and the videos interspersed in it were designed with various little ideas. perhaps it was derived from ai tiecheng's "disney workplace experience", but more of it was ledao's understanding of "family" - cute and happy.



even the comparison with competitors, "real, but fun", li bin also likes it, "you cut and i cut, that kind of thing is not good."


as a household brand, the ledao team surveyed nearly 100,000 households and visited 500 households to understand their car usage scenarios and needs.


therefore, ledao spent a lot of space talking about the intelligent safety of l60, rather than the intelligent driving that car companies generally use to "show off their muscles".



for family cars, acceleration performance and eye-catching appearance are not the most important things. safety, driving experience, scenario-based applications, etc. are more important for family daily life.


the ledao l60 is developed in accordance with the "china-europe double five-star safety standard", with a steel-aluminum hybrid double-cabin body, 2000mpa submarine-grade steel, 59 collision condition tests that exceed industry standards, and 45 active safety and intelligent assistance functions as standard for the entire series.


in addition, in order to meet the various needs of family travel, ledao has also joined the "car accessories" team. this year,xiaomi su7started selling peripherals.xiaopengthe launch event of mona 03 also gave a separate section to accessories. previously, there was "nio selection", and ledao planned 700+ accessories at once.


for example, the 52l large refrigerator jointly produced by midea is designed with the needs of family travel, visiting relatives and new year’s goods in mind.



some people question whether there will be internal competition between ledao and weilai. in fact, if you look at them, you can see that their temperaments are very different.


li bin said that high-end brands will pursue individuality more, just likenio et5tcompared with ec6, it is obvious that it has more requirements for personalization and exclusivity.


ledao is targeting the mass market, which tends to be more functional and needs to be very clear from the perspective of consumers.


ledao's target user group is mainstream household users, and it will go on to collaborate with more companies that provide products and services for families on a community basis.


ledao will not make too many models, nor will it make them too detailed or fragmented. it will basically produce one car every year, but it hopes to increase the sales volume of each car.every car can form a gravitational field in its market segment and become a gravitational model, likeModel Ythis will allow us to sell 1 million vehicles worldwide."

 

therefore, li bin does not engage in internal conflicts. “if it really doesn’t work, it is better for users to be snatched away by our own people than by others.”


NO.2

[li bin, only pure electric]


this year, almost all car companies are going through the process of "questioning extended range, understanding extended range, and becoming extended range", exceptteslaand nio.

li bin probably expected to be asked, "why doesn't nio make extended-range electric vehicles? what's the thinking behind this?"

facing the rise of extended-range technology, li bin insistednio and ledao, including the third brand "firefly", only produce pure electric vehicles.
 
li bin believes that the life of the car should not be affected by the life of the battery, so he insists on separating the car from the battery and provides protection for the battery through battery swap stations. another important effect of this is that the user's battery can be replaced with a larger or smaller one according to the travel needs.
 
the battery replacement is fast and the mileage is flexible. li bin is "confused" again.why do we put an engine that is rarely used in the car? why do we put such a large battery pack in the car? although the various performances of the products sound better, how much social resources will be wasted? i think these things need to be thought deeply about.”。
 
so, li bin said, "let's consider it when tesla develops extended-range electric vehicles."

 
at nio, li bin has seen too many sentences like “why don’t you…?”, but most of them were based on certain facts that could already be seen.

"although the whole internet teaches me to be a ceo, i started working when i was in college 30 years ago. my first job was selling office supplies, and i made money. many people say that li bin survives on financing. how did i raise funds at that time? i am a person who has made money, so business sustainability is very important, but business sustainability must be viewed in the time dimension."

as the timeline lengthens, li bin firmly believes that pure electric vehicles will definitely be the future.some people hesitated and bought extended-range and plug-in hybrids. i can understand that, but it is better to do it all at once.”。

to be a future car company, we must provide users with goodexperience, this is the original intention of nio that everyone knows.
 
for example, the design of the price of the whole vehicle and baas also has a meaning - the price of the battery allows consumers to compare it with electric vehicles at the same level; the price of the baas solution makes it convenient for consumers to compare it with gasoline vehicles at the same level.
 
li bin mentioned "don't make it complicated" and "keep it simple" three times:
 
once, when ledao mentioned that it was impossible to use the old nio charging pile, he interrupted ai tiecheng's explanation and said that he would just help the user to replace it;
 
one was about whether ledao's intelligent voice "xiao le" could be renamed nomi. he said that any name was fine, and it was fine to call him "brother bin";
 
another time, when asked about the repurchase plan for baas leased batteries, li bin felt that they should not give too much at one time, as this would increase the user's understanding cost and sales pressure, and that it would be available gradually in the future.

judging from the popularity of the ledao l60, it is likely to help nio alleviate the public opinion crisis. judging from the carefully designed content of the press conference, the ledao team's understanding of family suvs is closer to reality than most products.

NO.3

[ final thoughts ]


on the day when the ledao l60 mass-produced car rolled off the assembly line, li bin took a photo with ai tiecheng and qinghua. ai tiecheng looked at the photo and said that he looked very kind in the photo.


 

li bin said, what's wrong with being a little kind?

 

ai tiecheng said that there was nothing wrong with it, except that it didn't seem to have much personality.

 

this is also the feeling that ledao’s listing brings us. it does not emphasize its own personality, but it can take care of the needs of the whole family.

 

life can’t always be so extraordinary, as long as it is warm and lovely.