老汤哥内心认为25Q4有机会单月2000+，但不敢真正坚决去说服供应商相信，背后核心是如果没实 现，谁来担责，如何赔偿的问题。 以下文章来源于老汤哥Tango ，作者老汤哥 老汤哥Tango . 理想汽车第一产品线负责人，汽车行业，但更爱徒手健身！半年时间体重从180+变成138斤，体脂15% 以内，脂肪肝也没有了，还练出了6块腹肌！人生真的没有什么不可能 MEGA产能规划运转链：之前真给供应链下了24年下半年月8000的备货指引，随着发布会严重不及预 期，理想赔了钱，但供应链依然还是亏的。因库存太多，最严重的时候，完整停产了1个月。 24年5-6月左右，理想第一产品线负责人老汤哥表示要做MEGA Home，给了一个月1500的预期。理想 财经挑战，现在一个月500，如何信可以月1500，除非24年年底可以1000+。（最后24年12月 1255）。 25年3月，理想对外给了MEGA年销1-1.5万的预期。 25年6月MEGA原产能为1650台，实际生产2500台，交付2304台。 25年7月供应商已承诺3000台产能，老汤哥期待8月可以比7月更多一些。 25年1月23日，在李想做出MEGA小市场派观点后，T ...

Core Insights - The company is progressing towards its goal of establishing over 4000 supercharging stations by the end of 2025, with current completion rates indicating a 50.24% progress towards this year's target [1][2] - The total number of supercharging stations has slightly decreased from 2870 to 2869, indicating a need for consistent growth to meet future targets [1] Group 1: Supercharging Station Developments - The total number of supercharging stations built has changed from 2866 to 2869, with 4 new stations added and 1 station removed recently [1] - The company has a target of adding 6.54 stations daily to meet the end-of-year goal, with 173 days remaining in the year [1] - Recent additions include 8 new stations across various cities in Jiangsu, Shandong, Beijing, and Sichuan, with specifications varying from 2C to 5C configurations [1] Group 2: Station Specifications - New stations include locations such as Suzhou, Wuxi, and Xi'an, with specifications like 4C × 6 and 4C × 8, indicating a focus on urban areas [1][2] - One station was removed in Wuxi, which was a 2C station, while another station in the same city was restored, showing fluctuations in station availability [2]

Core Viewpoint - The article discusses the recent product launches of Li Auto, emphasizing the importance of hosting events at familiar locations to enhance cost-effectiveness and efficiency [1]. Group 1: Product Launches - Li Auto has held several product launch events at its manufacturing and R&D facilities, including the release of models such as the Li ONE, L9, L8, L7, and L6 [1]. - The upcoming Li i8 launch on July 29 will consider whether to host the event at the company premises or a larger venue, reflecting on the format and duration of the presentation [3]. Group 2: Company Philosophy - The company embraces a frugal approach, which is viewed positively as it reflects an understanding of operational costs [2]. - There is a desire to enhance audience engagement during product presentations, inspired by successful strategies from other tech companies like Xiaomi [3]. Group 3: Community Engagement - The company encourages deeper discussions about its long-term fundamentals through community groups, indicating a focus on building a loyal customer base beyond just vehicle ownership [4].

Group 1 - The launch of the Li Auto i8 is set for July 17, with a nationwide exhibition starting on July 18, indicating a strategic push into the electric SUV market [1] - The demand for three-row, six-seat vehicles is linked to the two-child policy in China, as families with two children require larger vehicles [1] - The "three generations under one roof" travel rate also drives the need for spacious vehicles, as families often travel together [2] Group 2 - There is a significant overlap between Li Auto's customer base and users of luxury brands like BBA, with over 50% of Li Auto buyers previously owning luxury vehicles in the 350,000 to 400,000 RMB price range [2] - The recognition of the Li Auto i8's capabilities, combining SUV off-road performance, MPV comfort, and sedan driving experience, is expected to attract consumers [3] - The Li Auto ONE and L8 models have successfully introduced the concept of spacious three-row SUVs to many households, and the i8 represents the latest innovation in this segment [3]

Core Viewpoint - The design of the Li Auto i8, which resembles an MPV, has sparked internal debate, but the focus remains on user value rather than appearance. The priority is to enhance passenger comfort and safety while optimizing aerodynamics and range [1]. Group 1: SUV Evolution - SUVs have evolved from off-road vehicles to urban-centric models, prioritizing comfort, space, and fuel efficiency over traditional off-road capabilities [6][7]. - The original purpose of SUVs was to cater to the needs of urban driving, leading to a shift in design that often sacrifices true sport utility for aesthetic appeal [6][7]. - The term "Sport Utility Vehicle" has become somewhat misleading, as many modern SUVs lack genuine sport characteristics, focusing instead on utility [7]. Group 2: Electric Vehicle Impact - In the era of electric vehicles, the design and performance of SUVs have improved, with lower centers of gravity enhancing handling and acceleration [9]. - The introduction of models like the Tesla Model X and Model Y has redefined SUV design, making them more practical and sporty compared to traditional SUVs [10][11]. - The i8 is positioned to follow this trend, emphasizing a blend of sportiness and utility that aligns with consumer expectations in the electric vehicle market [12]. Group 3: Consumer Perspective - Consumers should focus on their needs rather than the classification of the vehicle as an SUV or MPV, emphasizing the importance of practicality, aesthetics, and technology in their purchasing decisions [12]. - The automotive industry is experiencing a shift in design and functionality due to the transition to electric vehicles, which may initially seem unfamiliar but can become appealing over time [12][13]. - Future consumers are likely to appreciate the innovative designs of vehicles like the i8, recognizing their timelessness and relevance in the evolving market [14].

Core Viewpoint - The release of the Li Auto i8 is positioned as a product that redefines the pure electric SUV segment, emphasizing enhanced space utilization and user comfort [1][2]. Group 1: Product Features - The Li Auto i8 utilizes a pure electric architecture that eliminates traditional components like engines and fuel tanks, allowing for increased cabin space, which is crucial for family vehicles [1]. - The design of the i8 aims to significantly improve headroom, legroom, and visibility for passengers in the third row, while also minimizing drag to enhance range and ensuring safety through a robust passive safety structure [2]. Group 2: Market Context - The introduction of the i8 follows the success of the Li Auto L9, which has diversified the SUV market in China, providing consumers with more options across different price segments [2]. - The company encourages rational discussions about new designs and technologies, highlighting the importance of user value over aesthetic debates [2]. Group 3: Brand Philosophy - The company emphasizes a unique design philosophy that aims to create a vehicle that appeals to a wide audience, acknowledging that opinions on design will vary [7].

Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the current status and future targets for 2025 [1] Group 1: Supercharging Station Progress - The total number of supercharging stations has changed from 2860 to 2862, then decreased to 2861 [1] - The company aims to achieve over 4000 supercharging stations by the end of 2025 [1] - The progress of new stations added this year is at 49.89%, with 175 days remaining in the year [1] - The time progress for the year stands at 52.05%, indicating a need to build an average of 6.51 stations daily to meet the year-end target [1] Group 2: New and Reduced Stations - Two new supercharging stations have been completed in Shandong Province and Beijing, both classified as city 5C stations [1] - One station in Jiangsu Province has been reduced, with uncertainty regarding whether it is temporarily offline or permanently removed [1]

Core Viewpoint - The article discusses the perception that individuals should not prioritize personal preferences when choosing a vehicle, particularly in the context of the Li Auto brand, and argues that owning a Li Auto vehicle can indeed be enjoyable for individuals [1]. Group 1: Reasons for Perception - Many believe that Li Auto vehicles are not designed for individual use due to the brand's focus on family-oriented marketing and product definitions, which often emphasize larger groups [2]. - Cultural factors in China promote the idea of self-sacrifice for family, leading to a perception that vehicles should cater to family needs rather than individual preferences [2]. Group 2: Product Features and User Experience - The Li Auto L789 model, which has been popular in 2023, emphasizes comfort over driving control, aligning with the notion of sacrificing personal preferences for family needs [3]. - Feedback from users has led to improvements in driving control in the 2024 L789 model and the 2025 L9 model, indicating responsiveness to consumer preferences [3]. - Li Auto's marketing predominantly targets family scenarios, with little emphasis on individual use, reflecting the company's belief that the family market is substantial [3]. Group 3: Advantages of Individual Use - Using a Li Auto vehicle as an individual can provide more convenience, such as the ability to keep more personal items on hand that may not be feasible in a multi-user scenario [4]. - The design of the MEGA model allows for a flat single bed setup, which is more advantageous for individual users compared to the L89 model, which has limitations in this regard [5]. - The placement of cup holders and other features in the MEGA model enhances the experience for individual users, allowing for better organization and accessibility [6][7]. Group 4: Overall Comfort and Utility - For individuals, the ability to prioritize personal needs when packing for trips can lead to a more enjoyable experience, as they can choose items that suit their preferences without compromise [8]. - The comfort level of Li Auto vehicles is highlighted as a significant advantage for individual drivers, making them less fatigued during use compared to competitors [8].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2860 stations built, moving towards a target of over 4000 stations by the end of 2025 [1] - The progress for new stations this year is at 49.85%, indicating a steady increase towards the annual goal [1] - With 176 days remaining in the year, the company needs to build an average of 6.48 new stations daily to meet the year-end target [1] Group 2 - A new supercharging station has been established in Jiaxing City, Zhejiang Province, featuring specifications of 4C × 6 [1]

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2859 stations and a target of over 4000 by the end of 2025 [1] - The completion rate for new supercharging stations this year has increased from 49.71% to 49.80%, indicating steady progress towards the annual goal [1] - There are 177 days remaining in the year, and the company needs to build an average of 6.45 new stations daily to meet the year-end target [1] Group 2 - Two new supercharging stations have been completed in Xiamen, Fujian Province, both located at the Dongfu Service Area on the Shenhai Expressway, with specifications of 2C × 3 and 5C × 1 [1]