理想近期销量解读

Core Viewpoint - The recent sales figures for Li Auto are lower than expected, with a reported 7,874 units sold last week, which is below the monthly delivery guidance of 48,205 units provided by the company [1]. Group 1: Reasons for Low Sales - The implementation of stricter commission policies at the end of May and early June has led to a significant short-term impact on sales, although this could be beneficial in the long term if effectively enforced [2]. - Recent changes in sales operations have not been fully streamlined, leading to unclear divisions of responsibilities among sales, product, and brand teams, indicating a lack of top-level design [3]. - The cancellation of high-interest and high-commission incentives has also contributed to the decline in sales [4]. - A portion of potential customers is currently waiting to see the performance of the Yu7 and i8 models, with a notable percentage of L6 potential users specifically observing the Yu7, although exact numbers are difficult to quantify [5].