智通财经网·2026-02-04 06:35Core Viewpoint - Li Auto is set to develop its first humanoid robot and will undergo organizational changes in R&D to enhance its competitiveness in the AI sector [1] Group 1: Company Developments - Li Auto's stock has increased by over 5%, currently trading at 68.9 HKD with a transaction volume of 682 million HKD [1] - The chairman of Li Auto, Li Xiang, announced plans for the humanoid robot during an online all-hands meeting [1] - The company aims to restructure its R&D team into three main groups: foundational models, software, and hardware, to accelerate the development of humanoid robots [1] Group 2: Industry Outlook - Huatai Securities has projected that Li Auto aims to become a leading player in the embodied intelligence sector within the next 3-5 years [1] - The report suggests that organizational efficiency improvements will likely accelerate technology implementation, with embodied intelligence achieving scenario-based breakthroughs through VLA [1] - The synergy between organizational changes and technological advancements is expected to be a core competitive advantage for Li Auto by 2026 [1]