Zhi Tong Cai Jing·2025-09-17 06:50Core Viewpoint - Li Auto's stock has seen a significant increase of over 4%, currently trading at 104.4 HKD, with a transaction volume of 2.401 billion HKD, following the announcement of the launch date for the Li Auto i6 electric SUV on September 26 [1] Group 1: Product Launch and Market Strategy - The Li Auto i6 is set to be the company's second pure electric SUV, which is crucial for its market positioning [1] - Morgan Stanley suggests a more aggressive pricing strategy for the i6, recommending a price range of 200,000 to 250,000 RMB, down from the previously estimated 250,000 to 300,000 RMB [1] - Analysts believe that Li Auto must choose between maintaining a 20% gross margin and achieving a monthly sales target of 20,000 units [1] Group 2: Future Product Line and Sales Potential - Changjiang Securities indicates that Li Auto has a clear plan for future models and is expanding its direct sales channels, suggesting significant sales potential ahead [1] - The company is expected to accelerate the launch of high-pressure pure electric products in the second half of the year, with the i8 model already launched in July and the i6 model launching in September [1] - Li Auto's product lineup will include four range-extended electric SUVs, one flagship MPV, and two high-pressure pure electric SUVs, indicating a strong new vehicle cycle that will enhance sales opportunities [1]