理想汽车

Core Viewpoint - The article discusses the expectations and market dynamics surrounding the i8 vehicle, highlighting its pre-order success and competitive positioning in the market. Group 1: Pre-order Data and Market Expectations - As of 2 PM, pre-orders for the i8 exceeded 20,000, with an average of over 40 per store, surpassing market expectations that the i8 would struggle to reach 10,000 on its first day [1] Group 2: Pricing and Conversion Rates - The anticipated launch price of the i8 is around 330,000, which is more aggressive than the expected 340,000 to 350,000, narrowing the price gap with the L8, leading to a more optimistic conversion rate for pre-orders [2] Group 3: Competitive Landscape - The second half of the year is expected to be significant for six-seater vehicles, but high-quality offerings in the 300,000 to 400,000 price range remain scarce, with the i8 being the only model that combines charging experience, space, and intelligence [3] Group 4: Impact on Range-Extended Vehicles - After the launch of the pure electric model, the focus will shift to core cities in the first and second tiers, while range-extended models will target lower-tier markets to avoid direct competition [4] Group 5: Channel Expansion and Sales Growth - There is a need to focus on channel expansion, as coverage in third-tier cities and below is less than 50%, with sales accounting for about 33% (approximately 150,000 units). Assuming a doubling of channel coverage, a sales growth of 60-70% is likely, indicating a high certainty of an increase of 100,000 units [5]