智通财经网·2025-09-12 09:10Core Viewpoint - The report from Guolian Minsheng indicates that due to intensified industry competition, Li Auto's sales and profitability are under pressure, with projected revenues and net profits showing fluctuations from 2025 to 2027 [1] Group 1: Sales Performance - In August 2025, Li Auto delivered 28,529 new vehicles, representing a year-on-year decline of 40.7% and a month-on-month decrease of 7.2% [1][2] - The performance of pure electric models is accelerating, with the Li MEGA Home achieving over 3,000 deliveries in August and expected production capacity to exceed 3,500 units in September [2] - The Li i8 is ramping up production, with anticipated deliveries of 8,000 to 10,000 units by the end of September, while the Li i6 is expected to launch in September with a price range of 250,000 to 300,000 yuan [2] Group 2: AI Development - Li Auto is accelerating its investment and development in AI, leveraging its computational power and data scale advantages, which may help maintain its leading position in AI capabilities [3] - With the launch and delivery of the i8, Li Auto will also deliver the VLA driver model and the Li Xue intelligent system, enhancing the product strength in the AI domain [3] - The OTA 8.0 update will be fully pushed to all AD Max models in September, marking a significant evolution of the Li Xue intelligent system [3] Group 3: Charging Infrastructure - As of August 31, 2025, Li Auto has established 543 retail centers across 156 cities, along with 536 after-sales service and authorized repair centers in 222 cities [4] - The company has deployed 3,190 Li Supercharging stations, with a total of 17,597 charging piles in operation nationwide, contributing to the improvement of its pure electric ecosystem [4]