Core Insights - The article discusses the recent launch of the Li Auto i8 and the subsequent adjustments made to its configuration and pricing, highlighting the importance of supply chain management in the automotive industry [1][4] - Li Auto's approach to supply chain management is characterized by deep collaboration with suppliers, emphasizing mutual understanding and support during challenging times [6][7] - The company has invested significantly in R&D and supply chain adjustments, totaling 2 billion yuan, to ensure the successful launch of its electric vehicles [4][5] Group 1: Product Launch and Adjustments - The Li Auto i8 was officially launched on July 29, with the i8 MAX becoming the standard configuration at a unified price of 339,800 yuan, while the Pro model was canceled [1] - The launch faced challenges, including a delay in the release of pure electric models, which was postponed for a year due to various internal issues [4][5] - Li Auto's strategy involved redesigning the i8's appearance and investing heavily in R&D to adapt to market demands and ensure timely delivery [4][5] Group 2: Supply Chain Management - Li Auto's supply chain management is described as an "invisible battlefield," where the company has established strong relationships with suppliers to ensure timely delivery and quality [1][6] - The company has a unique approach to supplier collaboration, including regular "co-creation meetings" to align strategies and expectations [9][10] - Li Auto's Parts Supply Management (PSM) team plays a crucial role in forecasting and planning, providing suppliers with detailed production schedules and sales forecasts [11][12] Group 3: Core Competencies and R&D - Li Auto positions itself as a technology company rather than a traditional manufacturer, focusing on core components for in-house development while outsourcing non-core parts [17] - The company has developed its own rear drive motor for the i8, emphasizing the importance of integrating technology to enhance vehicle performance [17][18] - Li Auto's commitment to quality is evident in its stringent standards, aiming for a failure rate significantly lower than industry norms [20][21]
21深度|再战纯电,他们与理想共进退