理想准备杀回主场

Core Insights - The company is preparing to launch a significantly updated version of its flagship model, the new L9, which will feature self-developed AI driving chip M100 and a new cockpit design with a large front display [2][3] - The new L9 aims to address previous shortcomings and is seen as a critical step in the company's strategy to regain market position after a challenging year [3][4] - The company faced disappointing sales and setbacks in its pure electric strategy, leading to a strategic pivot back to its strengths in the extended-range vehicle market [4][7] Product Strategy - The new L9 will be equipped with a 70 kWh battery, offering over 400 km of pure electric range, and will upgrade to an 800V high-voltage platform with 5C fast charging technology [2][5] - The company is focusing on a streamlined product strategy for 2026, moving from a volume-driven approach to a focus on high-quality offerings, with plans to simplify its product line [6][8] - The company aims to ensure that all core configurations, such as 5C fast charging, will be standard across the lineup to reduce consumer decision-making costs and maintain profit margins [6][7] Organizational Changes - The internal structure has been redefined into two main product lines: one focusing on high-end flagship models and the other on volume models, reflecting a strategic intent to separate brand elevation from market expansion [8][9] - This organizational adjustment aims to address past issues of unclear product definitions and improve market competitiveness [9] - The company is entering a critical phase in 2026, focusing on survival and dignity, with success dependent on the execution of its strategic intentions [9]