Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the current number of stations and the targets for the end of 2025 [1] Group 1: Supercharging Station Progress - The total number of supercharging stations has increased from 2877 to 2881, with a target of over 4000 stations by the end of 2025 [1] - There are still 1119 stations left to be built to meet the 2025 target [1] - The progress rate for new stations this year has improved from 50.59% to 50.77% [1] - With 168 days remaining this year, the time progress value stands at 53.97% [1] - To achieve the year-end target, an average of 6.66 stations need to be built daily [1] Group 2: New Stations Details - Four new stations have been completed in various locations: - Fuzhou, Fujian: 4C station with specifications of 4C × 6 [1] - Guangzhou, Guangdong: 5C station at a highway service area with specifications of 2C × 5 and 5C × 1 [1] - Anshun, Guizhou: 4C station at a highway exit with specifications of 4C × 8 [1] - Shenyang, Liaoning: 4C station with specifications of 4C × 6 [1] - One station has been restored in Changzhou, Jiangsu: a 2C station with specifications of 2C × 8 [1] - One station has been reduced in Foshan, Guangdong: a 4C station with specifications of 4C × 6 [1]

Core Viewpoint - The article discusses the marketing and sales operations of Li Auto, particularly focusing on the upcoming launch of the Li i8 model and the challenges faced in its marketing strategy [1]. Group 1: Marketing Strategy - The marketing strategy for the Li i8 is perceived as less organized compared to previous launches, which may impact sales positively if improved [1]. - The sales operations are currently divided into five major regions, with inconsistencies in branding and communication across these regions [1]. - The eastern region is noted to have the highest operational efficiency among the five regions [1]. Group 2: Sales Operations - The sales forecast for the Li i8 is estimated to be between 6,000 to 10,000 units, with actual sales potentially falling outside this range [1]. - A new sales operations leader is expected to improve the marketing organization within one to three months after officially taking over [1]. - As of July 18, 2025, the Li i8 will be available for viewing in 96 locations across 56 cities in 25 provinces, including major retail centers [2][3][4][8]. Group 3: Retail Locations - A comprehensive list of retail centers where the Li i8 will be showcased includes major cities such as Beijing, Shanghai, and Guangzhou, among others [2][4][8]. - Specific locations for the i8's launch events and exhibitions are detailed, indicating a strategic approach to maximize visibility and customer engagement [8][10][11].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2877 stations built, aiming for over 4000 by the end of 2025 [1] - The completion rate for new supercharging stations this year has increased from 50.51% to 50.59%, indicating a steady progress towards the annual target [1] - There are 169 days remaining in the year, and the company needs to build an average of 6.64 stations per day to meet the year-end goal [1] Group 2 - Two new supercharging stations have been completed: one in Xiangxi Tujia and Miao Autonomous Prefecture, Hunan Province, and another in Shenyang, Liaoning Province [1] - The specifications for the new stations include a 4C × 6 configuration, suitable for both highway and urban locations [1]

Core Viewpoint - The company emphasizes the strategic decision to source rear motors from multiple suppliers, including HW Digital Energy, to ensure supply security and maintain competitive quality and cost [10][12][15]. Group 1: Supplier Strategy - The rear motor for the L series is a conventional 200kw drive motor, with ample market supply and competition among suppliers [10][11]. - The company collaborates with three suppliers—HW Digital Energy, BorgWarner, and United Electronics—allowing for interchangeable parts across different models [11][15]. - The decision to have multiple suppliers is to mitigate risks associated with supply chain disruptions and quality issues [12][13]. Group 2: Technical Capabilities - The most challenging component is the front five-in-one motor, which the company has developed in-house [16][21]. - The rear motor technology does not pose significant challenges, allowing the company to utilize external suppliers without compromising on quality [14][15]. Group 3: Competitive Landscape - The company does not fear supply chain issues from HW, as the two entities operate independently within their respective business segments [17][21]. - The relationship between HW Digital Energy and the company's vehicle production is likened to independent operations within a larger corporate structure, similar to how different divisions of SAIC operate [22][24]. Group 4: Industry Collaboration - The company advocates for collaboration within the Chinese new energy vehicle sector, emphasizing the importance of collective efforts to enhance the industry for the benefit of consumers and the nation [26].

Personal Line of Li Xiang - The core focus is on challenging the limits of growth, supported by two foundational sub-lines: focusing on people rather than tasks and continuous learning [2] - Continuous learning involves learning from others' strengths and reflecting on painful lessons [2] Company Line - During the Bubble Network period, poor communication with employees led to a mass resignation of 90% of editors, prompting Li Xiang to learn better communication skills [3] - The company became profitable but was overly focused on competitors, missing critical timing, which resulted in a persistent third position in the industry [3] - Before the next venture, Li Xiang recognized the importance of good communication with employees and understanding user perspectives rather than just competitors [4] - At Autohome, financing issues led to significant challenges, including attempts to oust Li Xiang and excessive equity dilution, resulting in loss of control over personnel decisions [3] - Li Xiang described being ousted in 2008 as his greatest growth experience, learning to accept both strengths and weaknesses and understanding that not all problems need to be tackled alone [3] - The addition of Qin Zhi helped Li Xiang learn effective CEO practices, emphasizing the importance of mission, vision, and values [3] Li Auto Period - Before the MEGA launch, Li Xiang faced significant challenges, including three unsuccessful financing attempts, but prioritized user needs over investor demands [5] - The successful launch of L9 was a result of comprehensive upgrades from ONE, with subsequent models L8 and L7 building on this success [5] - After the MEGA underperformance, Li Xiang reflected on the need to elevate communication and reassess business judgments, leading to a one-year delay in the release of the pure electric model [5] - Li Xiang's decision to enter the automotive industry in 2014-2015 was based on the belief in the feasibility of autonomous driving, which he saw as a transformative opportunity [6] - By September 2022, Li Xiang and his team recognized that autonomous driving is fundamentally an AI issue, leading to the strategic pivot towards becoming an AI company [6] AI Development - Li Xiang's understanding of AI evolved significantly, culminating in a recognition of the importance of foundational models and their role in product and service development [7] - By December 2024, Li Xiang had developed a clear understanding of AI training methodologies and was able to guide his team towards a more integrated approach to AI development [8] - The vast potential of the AI industry, combined with Li Xiang's drive to challenge growth limits, positions Li Auto for significant future endeavors [9]

Core Viewpoint - The company is progressing towards its goal of establishing over 4000 supercharging stations by the end of 2025, with current construction numbers indicating a steady increase in capacity [1]. Summary by Sections Supercharging Station Construction - Total number of supercharging stations has increased from 2870 to 2875 [1]. - The company aims to complete an additional 1125 stations by the end of 2025 [1]. - The progress for new stations this year has slightly improved from 50.29% to 50.51% [1]. - There are 171 days remaining in the year, with a time progress value of 53.15% [1]. - To meet the year-end target, an average of 6.58 new stations need to be constructed daily [1]. New Stations Added - Five new supercharging stations have been completed in various locations: - Jiangmen, Guangdong: 4C × 6 configuration [1]. - Wuhan, Hubei: 4C × 6 configuration [1]. - Nanjing, Jiangsu: 4C × 6 configuration [1]. - Suzhou, Jiangsu: 4C × 4 configuration [1]. - Jincheng, Shanxi: 4C × 4 configuration [1].

1. 除了讲理想i8，其实还想围绕我们的【理想和幸福】多讲讲，但又怕太啰嗦，变成一场大家想睡觉 的发布会。 2. 要不我们干脆办一场网友问答直播首秀？专门和大家聊背后的故事。不过团队又会担心我"发脾 气"，他们一直不希望我开直播（之前有一次我说"那些一直说我们搞臭技术的"，也被传为"臭搞技术 的"）。 3. 如果在北京找个大场馆，大概率要"致敬小米"了，因为北京好的大场馆基本小米都用过。如果去外 地开，工作人员差旅成本太高，还是在北京吧。 雷军回应到： 没事，就在北京开，我们相互"致敬"，挺好！预祝i8发布会成功 加微信，进群深度交流理想实际经营情况与长期基本面。不是车友群。 李想25年7月12日微博： 看了大家关于理想i8发布会的评论： ...

来源：微博用户小白同学来啦（是新出行的编辑） 原文链接： https://weibo.com/5976953813/PALWNfAMg 省流版： 1.花了20亿改造型 2.双小桌板 3.0.218风阻，差0.044风阻，100km/h-120km/h巡航差额在10-12%，120km/h NVH比MEGA强 0.8dB，低速MEGA更强。 4.为了乘员舱最大化，L113比i6更短，无前备箱，后备箱暗格。 5.180cm身高调为驾驶位为后，二排有一拳乘坐空间，三排两拳腿部空间，三指头部空间。二排 过道下方较宽，三排两个乘客都可放腿。 6.第二代座椅，除坐垫长度没变，其余都做了加长设计。一排座椅侧翼支撑变大很多，二排座椅 给了L9同款零重力，二排电视给了MEGA/L9同款21.4寸。 7.内饰设计更有层次感。 以下为原文： 「保密看车三次后，今天和大家聊一聊理想 i8 这款车型」 进入节奏后的理想 i8 各种宣发素材明显密集了起来，过去几个月的蓄能都在这半个月密集中放 出，大家看图也都了解了七七八八，包括新出行也一直都在第一时间做官图解读。 但今天不一样，今天终于不再是看图说话了，而是升级为用文字版和大家聊一聊 ...

Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the current number of stations and the target for the end of 2025 [1] Group 1: Supercharging Station Development - The total number of supercharging stations has increased from 2869 to 2870 [1] - The company aims to achieve over 4000 supercharging stations by the end of 2025, leaving 1130 stations to be built [1] - The progress for new stations this year has slightly increased from 50.24% to 50.29% [1] - With 172 days remaining in the year, the time progress is at 52.88%, indicating a need to build an average of 6.57 stations per day to meet the year-end target [1] Group 2: New Station Details - A new supercharging station has been completed in Shenyang, Liaoning Province, specifically at Nanjing North Road in the Heping District [1] - This new station is categorized as a city 4C station with specifications of 4C × 8 [1]

Group 1 - The core viewpoint of the article highlights the comparison between the BMW i7 and the upcoming Li Auto i8, emphasizing the balance of performance and comfort in the i7 while noting its shortcomings in smart technology [1][2] - The Li Auto i8 is positioned as a superior alternative to the BMW i7, with expectations for advanced smart features and driving assistance systems [2] - The launch timeline for the Li Auto i8 includes the opening of reservations on July 17, a city tour starting on July 18, and a launch event on July 29 [2] Group 2 - The article encourages engagement through a WeChat group for in-depth discussions about Li Auto's long-term fundamentals, indicating a focus on community and investor relations [3]