Zhong Guo Jing Ying Bao·2026-02-01 06:11Core Insights - Li Auto is undergoing a significant organizational restructuring, focusing on developing embodied intelligence with three core teams: base model team, software entity team, and hardware entity team [2][4] - The CEO, Li Xiang, confirmed the company's strategic intent to create embodied intelligent products, marking a shift from merely selling cars to integrating AI with the physical world [2][3] Group 1: Strategic Shift - Li Auto is redefining its brand positioning to emphasize "embodied intelligence," moving beyond the concept of "creating a mobile home" [3][4] - The company aims to compete in the same arena as Tesla and other competitors, indicating a long-term strategic vision for the next decade [4][5] Group 2: Investment and Development - Li Xiang believes that the future of valuable products lies in embodied intelligence, which can significantly alter user experiences [5][6] - Despite facing sales pressures, Li Auto is maintaining a substantial R&D investment, with nearly half of its resources directed towards AI development [5][6] Group 3: Organizational Changes - Li Auto has initiated a new round of organizational adjustments, particularly within its autonomous driving team, which will now be divided into three specialized teams [6][7] - The company is actively recruiting for humanoid robot development positions, indicating a commitment to advancing its capabilities in this area [6][7] Group 4: Challenges Ahead - Transitioning from automotive manufacturing to robotics presents significant challenges, including the need for a unique AI system tailored for embodied intelligence [6][7] - The complexity of developing components for humanoid robots differs from those used in electric vehicles, requiring specialized supply chains and technology [7]