LI AUTO(US:LI) 36氪·2025-06-27 13:42Core Viewpoint - The article discusses the strategic adjustments made by Li Auto in response to competitive pressures in the electric vehicle market, particularly following the impressive sales performance of Xiaomi's new car model YU7, which achieved 200,000 pre-orders in just 3 minutes [4][8]. Group 1: Organizational Changes - Li Auto has announced a significant internal restructuring, with President Ma Donghui now overseeing research, supply chain, and sales, reporting directly to CEO Li Xiang [5][7]. - The restructuring aims to create a more integrated approach to production, supply, and sales, enhancing operational efficiency and aligning with strategic goals [5][6]. - The sales department has been integrated into the research and supply chain groups, indicating a shift towards a more cohesive operational model [5]. Group 2: Market Competition - The launch of Xiaomi's YU7 poses a direct threat to established models like Tesla's Model Y and Li Auto's upcoming electric SUVs, i6 and i8 [8]. - Li Auto's extended range L series has faced increased competition from other brands, prompting the company to adjust its sales targets for the second quarter [9]. - The company delivered 92,800 vehicles in the first quarter and initially planned to deliver 123,000 to 128,000 vehicles in the second quarter, but this target has been revised downwards [9]. Group 3: Infrastructure Development - Li Auto has established over 2,500 fast-charging stations and aims to reach 4,000 by the end of the year, adding an average of 4 stations daily [9]. - The company is consolidating its sales regions from 26 to 5 major areas to better allocate resources in a competitive market [9].