i8之后是i6，李想重心回归造车产销了，华为太能，增程基本盘难守

Core Insights - The company is shifting focus back to vehicle production as growth rates have slowed, prompting CEO Li Xiang to announce new vehicle plans [1][4][24] - The internal sales target for the year has been adjusted down from 700,000 to 640,000 units, indicating a strategic shift towards electric vehicles [3][8][10] Financial Performance - In Q1, the company delivered 92,864 vehicles, a year-on-year increase of 15.5%, but fell behind competitors in terms of delivery numbers [12][14] - Revenue for Q1 was 25.9 billion yuan, with automotive sales revenue at 24.7 billion yuan, reflecting a year-on-year growth of 1.1% and 1.8% respectively [14][18] - The average selling price of vehicles decreased to approximately 265,700 yuan, down 11.9% year-on-year [17][21] Market Strategy - The company is launching two new electric SUVs, the i8 and i6, in July and September, respectively, to enhance its electric vehicle lineup [4][31] - The MEGA Home version has received significant orders, accounting for over 90% of total MEGA orders, with expected delivery volumes stabilizing between 2,500 and 3,000 units by July [6][10] - The company is expanding its supercharging station network, aiming to complete 2,500 stations by June and reach 4,000 by the end of the year [31] Competitive Landscape - The company faces increased competition in the extended-range vehicle market, with rivals like AITO and XPeng gaining traction [10][12] - The shift towards electric vehicles is driven by declining battery costs and a growing consumer preference for electric over extended-range vehicles [10][24] - The company aims to capture a larger share of the electric vehicle market, which is projected to grow significantly this year [24][35] Future Outlook - The company expects to achieve monthly sales of 50,000 units again, driven by new model launches and enhancements in technology [29][35] - The introduction of the VLA model, which enhances user interaction and experience, is set to launch alongside the i8 in July [35]