理想战略会大反思：承认变慢、全力出海、重投AI

Core Insights - Li Auto is facing unprecedented pressure with a decline in vehicle sales, selling 31,767 units in October, showing both year-on-year and month-on-month decreases [2] - The company acknowledges that its efficiency has slowed, with product and organizational rhythms failing to match current competitive intensity [4][6] - Li Auto is recalibrating its strategies, focusing on product development, overseas expansion, and increased investment in AI technology [2][13] Sales Performance - In October, Li Auto's sales dropped significantly, with the L series sales falling from over 50,000 units to around 20,000 units [4] - The new electric models, i8 and i6, are underperforming in a highly competitive market, facing challenges from rivals like NIO and Xiaomi [4][6] Strategic Adjustments - The company held a three-day closed-door strategy meeting to address sales declines and rethink product and R&D strategies [2] - Li Auto plans to shorten its product iteration cycle from four years to two years to enhance competitiveness [6] - The company is shifting its focus from merely increasing hardware configurations to creating standout products that impress users [6][8] Overseas Expansion - Li Auto has recognized its delay in fully committing to overseas markets, previously relying on parallel exports, which have now significantly decreased due to new restrictions [9][10] - The company is now prioritizing overseas expansion, particularly in the Middle East, Central Asia, and Europe, with plans to establish retail centers and adapt new models to meet international regulations [11][12] AI Investment - Li Auto is increasing its investment in AI, particularly in reasoning computing power, with a current capacity of 10 EFLOPS for training and 3 EFLOPS for reasoning [14] - The company is developing its second-generation AI chip, expected to launch in two years, focusing on enhancing reasoning capabilities [14][15] - Discussions during the strategy meeting emphasized the need for broader AI applications beyond automotive, including robotics and AI terminals [17][18]