李斌带队闯入纯电大车"元年"

华尔街见闻
Sep 04, 2025

作者 | 柴旭晨 编辑 | 王小娟 曙光初现,或许是蔚来近段时间状态的最好写照。从第二品牌乐道成功打开市场,到蔚来品牌旗舰车型需求旺盛,再到公司毛利率回升、股价上扬,盈利目标似乎已触手可及。 曾几何时,亏损和销量波动让蔚来一度承压,其创始人李斌坚持的长期主义也被部分舆论视为“不识时务”。如今,随着纯电大三排SUV市场拐点显现,这场“死扛”终于等来了回报。 9月3日,在亮眼二季报发布后次日,华尔街...

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