4月13日，蔚来-SW盘中涨超7%， ES9非蔚来用户订单超预期，2026年为公司产品大年。
消息面上，4月9日，蔚来ES9开启预售，这是蔚来品牌旗下全新旗舰大型SUV，也是中国最大的纯电SUV。据悉，新车预计5月底上市，6月1日开启交付。据报道，李斌透露，ES9发布当晚到次日，"在整个蔚来社区之外，非蔚来现有用户订单量是我们同期去年ES8产品技术发布会同时间段的1.5倍以上"。
值得关注的是，2026年为蔚来的产品大年，公司计划于年内密集推出多款全新及改款车型。其中旗舰SUV产品ES9补齐品牌旗舰产品序列外，乐道品牌也将推出基于NT3.0平台打造的大五座SUVL80。华泰证券此前曾称，2026年蔚来密集的新车投放，将成为公司兑现全年盈利目标的核心抓手。
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