零跑的2026年豪赌：产品、智驾、服务推新，冲刺百万辆年销

Core Insights - Leapmotor aims to achieve an annual sales target of 1 million vehicles by 2026 and reach 4 million vehicles in the next decade, positioning itself as a world-class automaker [3][4][7] - The company is transitioning from being a "cost-performance representative" to a "world-class automaker" through high-end product offerings and technological advancements [3][7] Product Strategy - The D series, including the flagship MPV D99, is designed to penetrate the high-end market, with a price range of 300,000 RMB, offering both extended range and pure electric options [3][4] - Leapmotor adheres to a "cost-based pricing" principle, ensuring that even with higher-end models, the perceived quality and value can compete with vehicles priced between 500,000 and 1 million RMB [3][4] Production Capacity - The company has prepared a battery supply redundancy of 1.2 to 1.3 times to meet the demand for 1 million vehicles, with a cumulative delivery of over 1.2 million vehicles to date [4][6] - Leapmotor collaborates with leading suppliers like CATL and AVIC Lithium Battery, and plans to start production at its joint battery factory by mid-2026 [3][4] Technological Advancements - Leapmotor is shifting from a following strategy to a leading position in the autonomous driving sector, focusing on L3-level applications and aiming to catch up with industry leaders [5][6] - The company has set a three-year return on investment criterion for new technologies, ensuring that only those that provide real user value will receive significant investment [5][6] Market Positioning - Leapmotor is enhancing its channel and service systems to align with its high-end transformation and sales goals, emphasizing user experience as a core aspect of luxury [6][7] - The company faces challenges in reshaping user perceptions and establishing brand value that justifies higher pricing in the luxury MPV market [7]