100,000th Production Car Rolls Off The Line! Delivery Speed Rises To Second Among New Forces, What Surprises Await In Li Bin's Bet On LeDao Materials

100,000 mass-produced vehicles roll off the production line.Delivery speed leaps to new heights.Second, Li Bin.The Joy of BettingWhat surprises do the materials hold?

Specialized VisionOctober 15thMessage,With a Ledao in the color scheme of Condensed Night Purple.The L90 seven-seater version slowly rolled off the production line, marking Le Dao's official completion of the milestone of 100,000 mass-produced vehicles. Meanwhile, this weekend, Le Dao will10, with a delivery speed only second to leading new energy companies, firmly ranking as the second among pure electric brands. From the first vehicle to the 100,000th, Le Dao achieved this in just 28 months, becoming a typical example of the rapid development of China's new energy industry.

Source of the image: Che Kuaixun

The market performance is strong, and the brand momentum continues to rise.

Since its launch, the L60 has gained the trust of over 70,000 users, ranking among the top three in sales for pure electric mid-size SUVs. It boasts the highest one-year value retention rate in the industry and has set a record in C-IASI as the first all-excellent high-score pure electric mid-size SUV. Meanwhile, the LeDao L90, within just two months of its launch, delivered 21,626 units, breaking the record for the fastest delivery of a pure electric large SUV and firmly holding the top spot in sales in this segment. Its product concept of "Every Seat is VIP"—accommodating 6 passengers, carrying 10 suitcases with ease, and ensuring worry-free long-distance travel—is driving the transition of large three-row SUVs into the electric era.

In terms of production capacity, Le DaoIn October, the production capacity of the L90 will reach 15,000 units, and the production capacity of the L60 will significantly recover. The brand's monthly delivery volume is expected to reach a new high. Behind this is the support of the globally leading intelligent factory shared by Le Dao and NIO: full-chain digital production, the first lightweight body platform in China supporting aluminum/steel mixed-line production, achieving world-class levels in intelligence, flexibility, and low carbon emissions. The channel network is expanding simultaneously, with over 400 stores nationwide, covering more than 130 cities. Together with NIO's "9 vertical, 11 horizontal, 16 major city clusters" battery swap network and 400+ service centers, a "R&D-manufacturing-service" full-chain collaboration advantage is formed.

Pressure on profits forces cost reduction through technology.L90 bears the responsibility of breaking the deadlock.

Despite NIOIn the first quarter of 2025, revenue reached 12.035 billion yuan (a year-on-year increase of 21.5%), but the net loss expanded to 6.75 billion yuan (a year-on-year increase of 30.2%), indicating that the profitability dilemma remains severe. High R&D, supply chain, and sales costs have forced the company to initiate structural cost reductions: achieving R&D reuse through cross-brand resource integration and optimizing supply chain efficiency. The LeDao L90 is the core vehicle of this strategy—starting at 265,800 yuan, with the BaaS battery rental option lowering the price to 179,800 yuan, which is 200,000 to 300,000 yuan lower than competitors such as the Aito M9 electric version and Hongqi E-HS9.

Significant cost reduction through technology.The 340 kW motor weighs only 79 kg, which is 20% lighter than the industry average; the 900V full-range high-voltage architecture and self-developed pure electric platform still control costs strictly while offering luxurious configurations. As the market heat for the L90 rises, whether it can help NIO achieve profitability in the fourth quarter has become the focus.

Material Innovation: The Invisible Driver of Cost Reduction and Efficiency Improvement

As a vertical platform in the plasticizing industry, S4S World discovers from the perspective of materials: Ledo.The breakthrough in lightweight design of L90 relies not only on aluminum alloy and high-strength steel, but also on innovations in plastic materials.

In terms of interior materials, a large area is made of soft leather and water-based environmentally friendly adhesive to replace traditional hard plastics. The seats useNappa leather + bamboo charcoal fiber fabric, door panels/dashboard covered with skin-friendly PU leather, enhancing luxury while reducing VOC emissions. The white body damping material uses water-based LASD (liquid spray sound insulation pad), which is 30% lighter and more environmentally friendly compared to traditional asphalt damping sheets.

The lightweight achievements of the electrical system are remarkable.Under the 900V high-voltage architecture, the cross-sectional area of the high-voltage wiring harness is reduced from 50mm² to 16mm², resulting in an overall weight reduction of about 50%. This is primarily attributed to the application of flame-retardant PC/ABS materials. The charging gun and socket use modified PBT and nylon materials, reducing weight without compromising high-temperature resistance.

The innovation in exterior and functional parts is equally impressive.The 240L large-capacity front trunk features a drainage outlet and reinforcing ribs made of modified PP material, balancing lightweight and durability; the concealed rear wiper motor housing and electric side step support are made of glass fiber reinforced PA66, reducing weight by 15% while enhancing impact resistance.

The seating system adopts2+2+2 six-seater layout, with independent seats in the second row equipped with foldable armrests and electric leg rests. The back of the front seats is embedded with high-strength PA nylon small tables. The third row backrests are 5/5 split-foldable, using modified PP plastic frames to achieve flexible storage. In terms of configuration, the shell of the rear refrigerator is made of ABS/PC alloy, and the frame of the roof entertainment screen uses PC/ABS engineering plastic to ensure lightweight design. The seat surfaces are covered with polyester fiber synthetic leather and a 3D mesh breathable layer to enhance comfort. All interior parts have passed VOC environmental certification, and plastic components are reinforced with 20% glass fiber, achieving an 8.6% weight reduction for the entire vehicle while ensuring strength.

Epilogue:

Le Dao Di100,000 mass-produced vehicles rolled off the assembly line.Zhuanshu Shijie believes that this is not only a victory in capacity ramp-up but also a systematic achievement in technology cost reduction, material innovation, and brand operation.Under the "stable profitability" strategy, Ledao is using L90 as a fulcrum to achieve "cost reduction and efficiency increase" through innovation in fields such as plastic materials, paving a differentiated breakout path in the competition among new pure electric forces. Its delivery speed and market performance are providing a vivid annotation of the high-quality development of China's new energy industry.