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蔚来汽车李斌：近期市场竞争及负面舆情对乐道订单造成30%-40%影响

蔚来汽车董事长李斌在2024年Q4财报会上表示，乐道品牌因市场竞争和负面舆情影响销量，订单减少30%-40%。原因包括品牌知名度低、门店效能未完全释放、销售人员经验不足及电池供应问题。不过，乐道新增订单正稳步增长，预计四季度毛利率达15%。

媒体报道
蔚来汽车李斌：近期市场竞争及负面舆情对乐道订单造成30%-40%影响财联社
蔚来汽车李斌：近期市场竞争及负面舆情对乐道订单造成 30%-40% 影响 IT 之家
蔚来李斌：负面舆情对乐道订单造成30%-40%影响，相信四季度能盈利凤凰科技

事件追踪
2025-02-11 消息称蔚来召开内部会，李斌目标今年 Q4 单季度盈利
2025-01-22 蔚来公司1月第三周销量超4700台，同比增长145.7%
2024-12-20 蔚来拟在乐道明年月产量达 3 万辆后，将 L60 引入英国市场
2024-12-12 蔚来李斌：第三工厂将于明年三季度投入运营
2024-12-12 李斌：蔚来明年目标交付 44 万辆新车，实现销量翻番
2024-11-26 蔚来汽车成立十周年，创始人李斌发文感谢用户
2024-11-20 李斌：蔚来目标 2026 年实现盈利
2024-10-22 上周理想汽车销量1.21万连续26周位居新势力第一
2024-10-09 广汽集团 9 月汽车销量 18.26 万辆，同比下降 25.03%
2024-09-20 蔚来李斌：乐道品牌规划每年推出一款新车

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Among the actives, Ascendas REIT sank 0.64 percent, while CapitaLand Integrated Commercial Trust plummeted 1.42 percent, City Developments plunged 1.12 percent, Dairy Farm International tumbled 0.86 percent, DBS Group skidded 0.68 percent, Genting Singapore retreated 0.67 percent, Hongkong Land climbed 1.30 percent, Mapletree Commercial Trust lost 0.47 percent, Mapletree Logistics Trust tanked 0.95 percent, Oversea-Chinese Banking Corporation dropped 0.61 percent, SATS rose 0.24 percent, SembCorp Industries shed 0.54 percent, Singapore Airlines surrendered 0.79 percent, Singapore Exchange slid 0.30 percent, Singapore Press Holdings declined 1.03 percent, Singapore Technologies Engineering dipped 0.26 percent, SingTel advanced 0.81 percent, United Overseas Bank fell 0.39 percent, Wilmar International eased 0.24 percent, Yangzijiang Shipbuilding jumped 1.42 percent and Keppel Corp, Thai Beverage, CapitaLand and Comfort DelGro were unchanged.

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