在2025年Q2财报电话会上蔚来汽车董事长李斌表示从三季度开始蔚来销量的增长将来源于多品牌战略的落地和实施将助力提升在各个细分市场的份额。其中乐道 L90和全新 ES8的需求旺盛较预期高。L90能够在10月能够达成1.5万台的单月产能、ES8能够在12月达到1.5万台期待在四季度实现平均单月五万台的产能和销量。随着销量毛利率和费效的提升将大大改善公司的财务表现推动公司进入新一轮发展周期。
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