Ge Long Hui·2026-03-12 14:30Core Viewpoint - Li Auto is redefining the narrative in the smart electric vehicle industry by evolving from traditional automotive concepts to embodying intelligent robotics, aiming to create vehicles with a complete intelligent architecture of "perception-brain-body" [1][9]. Group 1: Technological Innovations - The new Li Auto L9 Livis features two self-developed 5nm Mach 100 chips, achieving a total effective computing power of 2560 TOPS, which is three times that of NVIDIA's Thor-U chip [3]. - Li Auto's Mach 100 chip is designed specifically for VLA large models, addressing the common industry issue where high peak computing power does not translate to effective performance in large models [3]. - The company has developed a full-stack self-research technology ecosystem, including the Mach 100 chip, the Xinghuan OS, and a foundational model, creating a competitive barrier that allows for rapid iteration without reliance on third-party suppliers [5][9]. Group 2: Advanced Vehicle Dynamics - The L9 Livis is equipped with the world's first fully controlled chassis, which includes steer-by-wire, four-wheel steering, and the first fully electric mechanical brake (EMB), allowing for millisecond response to commands [7]. - The vehicle features an 800V fully active suspension system, enabling it to adjust its body posture in extreme scenarios, providing a driving experience akin to a sports car [7]. - This integration of advanced hardware and software allows the L9 Livis to respond intuitively to driver intentions, enhancing the overall driving experience [7]. Group 3: Industry Implications - As the competition in the electric vehicle sector intensifies, Li Auto's approach signifies a shift from traditional mechanical qualities to intelligent capabilities, positioning itself as a leader in the AI-driven automotive landscape [9]. - The launch of the L9 Livis represents a significant milestone in the transformation towards embodied intelligence in vehicles, potentially setting a new standard for the industry [9].