Di Yi Cai Jing·2025-07-30 12:49Core Viewpoint - Li Auto is expanding its product lineup by launching pure electric vehicles, aiming to capture market space in the competitive electric SUV segment [1][2]. Group 1: Product Launch and Features - On July 29, Li Auto launched its first pure electric SUV, the Li Auto i8, featuring a standard configuration of a ternary lithium 5C supercharging battery with two battery options of 90.1 kWh and 97.8 kWh, offering CLTC ranges of 670 km and 720 km respectively, starting at a price of 321,800 yuan [1]. - The i8 is part of Li Auto's broader product strategy, which includes the L series, i series, and MEGA series, with the i series focusing on pure electric products [1]. - The second pure electric model, the i6, is set to launch in September 2023 [1]. Group 2: Market Position and Competition - Li Auto is projected to achieve annual sales exceeding 500,000 units in 2024, ranking first among new car manufacturers, with its range-extended models dominating the mid-to-large high-end new energy SUV market [2]. - Despite maintaining a leading position in the 300,000-400,000 yuan hybrid market and topping the 200,000-300,000 yuan market, Li Auto's market share in the 400,000 yuan and above segment has dropped to second place due to competition from models like Huawei's Aito M9 [2]. - In the first half of the year, Li Auto delivered 203,900 vehicles, reflecting a year-on-year growth of 7.91%, indicating a slowdown in growth [2]. Group 3: Challenges and Consumer Concerns - The market for pure electric SUVs priced above 300,000 yuan is becoming increasingly competitive, with new entrants like Tesla's Model Y L and NIO's ET7 [2][3]. - Data shows that from January to April 2025, sales of pure electric vehicles in the 300,000 yuan and above market were less than 80,000 units, with nearly 90% of the new energy vehicle market dominated by plug-in hybrids and range-extended vehicles [3]. - Consumer "charging anxiety" remains a significant barrier to the growth of high-end pure electric vehicles, which Li Auto aims to address by accelerating the establishment of supercharging stations, having surpassed 3,000 self-operated stations [3].