理想TOP2·2025-06-01 12:47Core Viewpoint - The article discusses the delivery guidance and sales expectations for Li Auto's vehicles, particularly focusing on the MEGA model and its impact on the sales of other models like i6 and i8 [1][2]. Group 1: Delivery Guidance and Sales Expectations - Li Auto's delivery guidance for Q2 2025 is set between 123,000 and 128,000 units, with April and May deliveries recorded at 33,939 and 40,856 units respectively, indicating a June delivery forecast of 48,205 to 53,205 units [1]. - The expected delivery volume for June 2024 is 47,774 units, suggesting a year-on-year growth of 0.9% to 11.37% [1]. - During the Q1 2025 conference call, Li Xiang projected a steady state for MEGA at 2,500 to 3,000 units [1]. - If the MEGA model achieves 8,000 pre-orders, it could guarantee a minimum monthly sales of over 2,000 units, with average new orders of 1,000 units from June to December [1]. Group 2: Market Dynamics and Consumer Preferences - There is a notable preference for 6-seat vehicles among families, primarily driven by the need to accommodate children, as the layout offers better convenience compared to 5-seat vehicles [2]. - Some consumers who initially preferred 6-seat vehicles reconsider their choice, finding 5-seat options sufficient due to better second-row space in certain models [2]. - The pricing of 6-seat vehicles is generally higher, with a greater proportion of range-extended models being sold compared to 5-seat options [2]. - The L7 model has consistently outperformed the L8 in sales, indicating a potential trend in consumer preferences [2]. - The sales performance of the i8 model could influence the i6 model's sales, with a successful i8 potentially leading to strong i6 sales, while a poor performance of the i8 still leaves room for the i6 to perform well [2].