Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the increase in the number of stations and the targets set for the end of 2025 [1]. Group 1: Supercharging Station Progress - The total number of supercharging stations has increased from 2514 to 2525, achieving a progress rate of 35.11% towards the goal of over 4000 stations by the end of 2025 [1]. - The company has 190 days remaining this year to meet its target, requiring an average of 7.76 new stations to be built daily [1]. - The current time progress value stands at 47.95%, indicating that the company is slightly behind schedule in terms of the annual target [1]. Group 2: New Stations Details - Eleven new supercharging stations have been constructed, with locations including: - Beijing, Fengtai District, with specifications of 4C × 8 and 4C × 6 [1]. - Suzhou, Jiangsu Province, at the Suzhou Gusu Marriott Hotel, with specifications of 4C × 6 [1]. - Various locations in Chongqing, including multiple service areas with specifications of 5C stations [2][3].

Core Viewpoint - The company is progressing towards its goal of establishing over 4000 supercharging stations by the end of 2025, with a current completion rate of 34.62% for this year [1]. Group 1: Supercharging Station Development - The total number of supercharging stations has increased from 2507 to 2514 [1]. - The company has a target of adding 7.78 stations daily to meet the year-end goal [1]. - The current progress for this year is at 34.62%, with 191 days remaining [1]. Group 2: New Stations Details - Seven new supercharging stations have been completed, including locations in Beijing, Hunan, Inner Mongolia, and Chongqing [1]. - Specific details of the new stations include: - Beijing Chaoyang: 4C × 6 configuration - Beijing Fengtai: 4C × 6 configuration - Beijing Tongzhou: 4C × 6 and 5C × 2 configurations - Hunan Huaihua: 4C × 4 configuration - Hunan Yueyang: 4C × 6 configuration - Inner Mongolia Hohhot: 4C × 6 configuration - Chongqing Yuzhong: 2C × 3 and 5C × 1 configurations [1].

Core Viewpoint - The article discusses the development and strategic positioning of Li Auto's supercharging network, emphasizing its potential to become the optimal solution for electric vehicle charging in China before the widespread commercialization of solid-state batteries [4][13]. Charging Network Development - Li Auto's target for 2025 is to establish 3,000 supercharging stations, a revision from the previously stated goal of 4,000 stations, which included 1,200 high-speed stations [1][2]. - According to the Ministry of Transport, China has 190,700 kilometers of highways in 2024, suggesting that approximately 1,900 supercharging stations would be needed for a 200-kilometer coverage, while 3,800 stations would saturate the market [3]. Product Value and Design - The Li Auto supercharging system is based on a combination of 5C batteries and 5C supercharging stations, along with a forward-thinking design for electric vehicles [4]. - The core of the pure electric design focuses on reducing wind resistance for better highway range and maximizing internal space by eliminating the front trunk, which is a more advanced concept compared to competitors [5]. Competitive Landscape - Currently, only NIO and Li Auto are actively addressing high-speed charging needs, with NIO having an advantage in charging speed and a greater number of charging stations [8]. - However, Li Auto excels in practical range, internal space, and marginal cost of iteration, areas where NIO is lagging [9]. Charging Infrastructure and User Value - Li Auto aims for all its electric vehicles to feature 5C charging capabilities, focusing on practical highway ranges of 400-450 kilometers in summer and 300-350 kilometers in winter [11]. - Other automakers are falling behind in high-speed charging infrastructure, with Li Auto being the only company to redefine electric vehicle standards beyond Tesla's approach [12][14]. Innovation and Market Position - Li Auto's products are characterized by innovative thinking, distinguishing them from competitors like Xiaomi and Huawei, which may replicate successful elements but lack the unique innovative capability [14].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2507 stations built as of June 22, 2025, and a target of over 4000 stations by the end of the year [1] - The article indicates that the progress towards the annual addition target is at 34.27%, with 193 days remaining in the year, suggesting a need for an average of 7.74 new stations to be built daily to meet the year-end goal [1] - Two new supercharging stations have been established in Xi'an, Shaanxi Province, and Pudong, Shanghai, with specifications of 4C × 6 and 4C × 4 respectively, contributing to the overall growth of the charging infrastructure [1]

省流版： 1. 30-40万区间同时提供长续航+大空间+6座，以及不妥协动力、抓地力（标配400kW四驱+四轮265轮胎）。 i8内部空间与续航将同时超Model X/问界M9纯电/蔚来ES8，其中后两者外部尺寸大于i8。i8 最大续航Cltc 720km，后三者最大续航700/630/605。后三者含税落地价均会超50万。 2.较Model X,取消前备箱获得更大内部空间，B柱后溜背下降率缓很多，获得比Model X大得多的三排垂向空 间。 3.L9/MEGA/i8外形都是基于增程SUV/5.35m低分阻MPV/低风阻纯电SUV 产品用户价值正向设计的，前三者 外观都曾饱受争议，前二者已获得用户与市场认可，i8即将获得。 A柱延伸线和一排窗户的视觉重心才是区分SUV和MPV的关键，作者看过N次实车，目前出街素材大 都是广角拍的，会造成很大畸变。实车视觉比例，关键特征与分割点都是SUV。 4.i8有大型6座SUV中超低的质心，对于舒适、操控都有很大加成。 5.非常好的前排驾驶视野，带来很好的架势体验。 6.以上5点，只能和增程不同平台才能带来，理想作为知名口长，纯粹是基于用户价值才愿意多花很多钱，做 新平台。 ...

Core Viewpoint - The article analyzes why the company's recent reforms are temporarily unable to achieve their intended goals, focusing on the need for sales to concentrate on value delivery to create a positive order cycle [1]. Group 1: Current Challenges - The company's current approach to solving problems is not effective in achieving its objectives, although it is believed that with time, the company will eventually reach its goals, albeit with a potential impact on sales in the interim [2]. - The pressure on sales teams to generate orders is excessive, with managers frequently pushing for orders, which can lead to negative outcomes [3][7]. - The internal motivation of store managers is crucial; they need to take initiative rather than being micromanaged, and they should receive support when necessary [4]. Group 2: Management and Structure - Effective management of sales requires the cooperation and management of store managers, who typically oversee a limited number of sales personnel, emphasizing the importance of personal management within their capacity [5]. - The company's recent reforms have included various attempts to focus sales on value delivery, such as eliminating the sales PIP system and enforcing stricter commission policies, but the existing pressure for orders undermines these efforts [6]. - The current environment has led to confusion regarding roles and responsibilities among various functions, although some improvements have been noted recently [10]. Group 3: Impact on Sales - The overwhelming focus on short-term order generation has transformed sales personnel into mere policy transmitters, detracting from their ability to communicate the value of the company's products effectively [11]. - The belief that frequent pressure for orders is beneficial for short-term sales has hindered the ability to deliver value, as there is a lack of autonomy for store managers and insufficient support for them [12]. - The inability to effectively convey value and its impact on orders is seen as a natural consequence of the current approach [13].

来源： 北北自律机 25年06月21日星期六 理想超充 1 新增。 超充建成数：2505→2506座 上海市 浦东新区 上海浦东星河湾酒店 为城市4C站，规格：4C × 4 加微信，进群深度交流理想长期基本面。不是车友群。 ———————————————————— 基于2025年底4000+座目标 今年新增数进度值：34.23%→34.27% 今年剩余193天 今年时间进度值：47.12% 需每日 7.74 座，达到年底目标值 【附】1 座新增建成 ...

Core Viewpoint - The article highlights the safety performance and customer service of Li Auto, particularly in the context of a recent accident involving a Li Auto L6 Pro, where the vehicle's structure remained intact, and the occupants were unharmed, showcasing the brand's commitment to safety and customer care [1][2][11]. Group 1: Safety Performance - The Li Auto L6 Pro maintained a complete passenger cabin structure after a severe accident, with no battery fire and airbags deploying normally, ensuring the safety of the occupants [2][4]. - The vehicle's entertainment screen and rearview mirror remained undamaged despite the accident, contradicting previous criticisms about the vehicle's build quality [10]. - Li Auto vehicles have received the highest safety ratings in crash tests conducted by the China Insurance Automotive Safety Index, indicating a strong commitment to safety [29]. Group 2: Customer Service - Following the accident, Li Auto's service team quickly responded, covering the hotel costs for the car owner and providing a replacement vehicle, demonstrating exceptional customer service [11][31]. - Li Auto offers free roadside assistance and has a reputation for prompt service, with customers reporting quick responses to emergencies [31][32]. - The company’s service includes comprehensive support, such as free towing and accommodation reimbursement, which enhances customer satisfaction [35][38]. Group 3: Customer Loyalty - The car owner involved in the accident expressed satisfaction with the brand's response and subsequently purchased another Li Auto vehicle, indicating strong customer loyalty [14][16]. - Many Li Auto owners have shared positive experiences regarding the vehicle's safety during accidents, leading to a consensus that they would choose Li Auto again for their next vehicle [22][25]. - The article emphasizes that the brand's commitment to safety and service has fostered a community of loyal customers who advocate for the brand based on their experiences [30][43].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a target of over 4000 stations by the end of 2025 [1] - The number of supercharging stations has increased from 2502 to 2505, indicating a growth rate of approximately 0.12% [1] - The progress towards the annual target is at 34.23%, with 194 days remaining in the year, suggesting a need for an average of 7.71 new stations to be built daily to meet the goal [1] Group 2 - Three new supercharging stations have been constructed in Beijing and Chongqing, with specifications indicating a mix of 2C and 5C configurations [1] - The new stations include a 2C × 4 station in Beijing and two 5C stations in Chongqing, each with configurations of 2C × 6 and 5C × 2 [1]

Core Viewpoint - The article discusses the sales expectations for the Li Auto i6 and Yu Auto YU7, suggesting that the i6 may not necessarily underperform compared to the YU7 in June sales, despite market perceptions [1][5]. Group 1: Sales Expectations - TOP2 predicts that the sales for the Li Auto i6 in June will range from 18,000 to 30,000 units, while the YU7 may potentially fall below 28,000 units [1]. - The comparison of sales between the SU7 and L6 shows that from April 2024 to May 2025, SU7 delivered 271,954 units, while L6 delivered 269,759 units, indicating a competitive market [1]. - The SU7 has been successful in capturing a portion of the market that was originally intended for the L6, with an estimated impact of over 2,000 units per month [1]. Group 2: Product Comparison - The i6 is noted for its spacious interior, superior electric charging experience, comfort, handling, and competitive cockpit and intelligent driving experience, which may be enhanced by the introduction of two-wheel drive options [1]. - The YU7 is highlighted for its excellent SUV aesthetics, high electric range across price segments, and potentially superior handling and interior quality compared to the i6 [1][3]. - The article emphasizes that while the YU7 has a larger space compared to the SU7, it is still smaller than the i6 when compared to similar vehicles [3]. Group 3: Market Dynamics - The article points out that historically, SUVs tend to sell better than sedans in the Chinese market, even if they are priced higher, which may influence the sales performance of the YU7 [2]. - The emotional value associated with the SU7 has been bolstered by its strong product performance, although there has been a noted decline in this emotional value following certain events [4]. - The sustainability of the YU7's sales performance is questioned, as maintaining high resale value is crucial for ongoing order cycles [4][5].