从“找到感觉”到冲击百万销量，零跑能否走稳“向上”新周期

Core Insights - The article discusses Leap Motor's ten-year journey and future strategic planning, emphasizing its transition from survival to aiming for a world-class smart electric vehicle company [1][3][24] Group 1: Company Overview - Leap Motor was founded by an engineer with a background in security and electronics, lacking the typical advantages of internet companies or traditional automakers [5] - The company initially struggled with its first model, S01, but found success with the T03, establishing a stable sales trajectory [7][9] Group 2: Sales and Growth - Leap Motor's sales have shown significant growth, delivering approximately 44,000 vehicles in 2021, over 100,000 in 2022, and reaching 140,000 in 2023, with projections nearing 300,000 in 2024 and close to 600,000 by 2025 [9][24] - The company aims to achieve annual sales of 4 million vehicles by 2033, with a target of 1 million units by 2026 [18][20] Group 3: Technological Development - Leap Motor has invested heavily in core technologies, focusing on battery, electric drive, and electronic architecture, which are seen as essential for electric vehicles [10][12] - The company has developed a self-research and manufacturing system, with self-produced components accounting for about 65% of vehicle costs [12] Group 4: Market Positioning and Strategy - The new slogan "Upward, Lead" reflects Leap Motor's shift in focus from survival to establishing its position in the industry [3][24] - The company is enhancing its product lineup with the introduction of the D series, which features advanced technologies and aims to elevate the brand's market presence [23][26] Group 5: Future Challenges and Opportunities - Leap Motor acknowledges the challenges ahead, including price competition and the complexities of globalization, as it transitions into a more competitive environment [24][26] - The partnership with Stellantis is part of its strategy to strengthen its global presence, with expectations of significant overseas sales by 2025 [18][26]