Ledo L90 revealed with more info More bombastic than Xiaomi YU7

 The Xiaomi YU7 is gradually cooling down, and the next king of SUVs that can really flip the table is quietly approaching, and it's no one's subversive, but Azera's own “last gasp” - Ledao L90. This car is not an ordinary new car, it carries all the hopes of a brand to turn losses into profits.



Despite the name “Ledo”, the L90's product power is not low at all. The platform, technology, and manufacturing system are all derived from the Azera NT3.0 platform, and the quality of its vehicle hardware has even surpassed that of existing high-end vehicles such as the ES8 and EC7. From the interior, craftsmanship, space to configuration, it is clearly not a cheap model.



More importantly, it is the space, L90 has a length of 5145mm, a wheelbase of 3110mm, and is equipped with the industry's first 240L electric front trunk, which is the only one in its class that can accommodate two 20-inch suitcases in the front compartment. Combined with the total volume of the trunk, the whole car can be loaded with ten suitcases, a real “family traveling magic weapon”.



In terms of power and range, the L90 offers two configurations of rear-wheel drive and four-wheel drive, with a motor power of up to 440kW, matched with an 85kWh Li-ion ternary battery, a CLTC range of more than 605km, and may support a 150kWh battery pack in the future, with expansion potential. The whole system is equipped with air suspension and adjustable electric pedals as standard, and the chassis specifications are directly comparable to those of luxury D-class cars.



Looking back at its competitors: the Ideal L8, with a length of 5080mm and a wheelbase of 3005mm, is only an incremental drive; the Inquirer M8 still relies on an incremental platform, and has an inherent disadvantage in terms of rear-row comfort and lightweighting compared to the entire vehicle. Azera L90, as a product of pure electric platform, constitutes a generational advantage from structure to energy consumption.



There's only one question left: pricing. If it starts at 349,800 RMB like the Ideal L8, then the L90 will have the strength to sell more than 10,000 units per month. If Azalea makes up its mind and pushes the starting price down to 300,000 yuan, then its production capacity may not even be able to meet two-thirds of the market demand.



After all, Xiaomi YU7's explosive list has long proved that the 300,000 yuan class of high-value pure electric SUV is still a blank market. If Ledao L90 can do this, it will become the second “YU7 phenomenon”, only this time it is for the needs of large families and high-end comfortable travel.


Let's not forget the L90's other ace in the hole - power exchange. It has been officially confirmed to support the Azera system power exchange station. It means that in terms of usage experience, it is not only a pure electric SUV, but also has the ultimate convenience. This will be a service differentiation advantage that the L8 and M8 will never be able to match.



In addition, L90 is expected to synchronously go online with the BaaS rental electricity program, and the car price can be further reduced by more than 100,000 yuan. This not only lowers the threshold of car purchase, but also effectively improves the brand's penetration rate of young family groups, which is a win-win situation.




In terms of production costs, the difference between the L90 and L60 is not significant. The entire vehicle structure is highly platformized, and as long as sales can be stabilized at more than 10,000 units per month, it has the potential to support Azalea's overall cash flow balance. And reaching 15,000 units will basically hedge the current operating losses of the whole system.



That's what “saving grace” really means - it's not a sales miracle, it's a turning point in the profit/loss structure. It's not the heat, it's the margins, and the L90 has that foundation because it's not a downsized version of a luxury car, it's a redefinition.



In the end, whether Azalea can hold this straw, the key is still Li Bin's pricing strategy. If the price is pushed upward due to branding concerns, it will be just another sample of a “good car that doesn't sell”. But if you boldly implement a downward strategy, this will be the most correct adventure in the history of Azalea.



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