理想反思出海战略滞后,将加速布局中东中亚欧洲市场
LI AUTOLI AUTO(US:LI) Xin Lang Ke Ji·2025-11-19 15:35

Group 1 - The core viewpoint of the article is that Li Auto acknowledges its mistake of delaying its international expansion strategy, which it now aims to accelerate [1][2] - Li Auto held a strategic meeting in mid-October to reflect on various issues including declining sales, R&D, and product strategies, leading to a decision to enhance its overseas market presence and increase AI investments [1] - Previously, Li Auto had relied on parallel exports to markets like Russia and Central Asia, achieving a peak monthly export volume of 4,000 vehicles, but this has significantly decreased due to new restrictions [1][2] Group 2 - The Chinese government has imposed strict controls on new car exports under the guise of used cars, which will effectively cut off Li Auto's parallel export line starting January 1, 2026 [2] - Other competitors like Xpeng, Leapmotor, and NIO have prioritized international expansion during the two years that Li Auto hesitated, while Li Auto's own overseas strategy remained unclear [2] - Li Auto has recently clarified its intention to focus on expanding into the Middle East, Central Asia, and Europe, establishing R&D centers in Germany and the U.S., and retail centers in Uzbekistan and Kazakhstan [2]