LI AUTO(US:LI) 理想TOP2·2025-07-20 11:01Core Viewpoint - The i8 model is expected to achieve sales between 7,000 to 12,000 units, significantly higher than the previously estimated 6,000 to 10,000 units, due to its competitive features and pricing strategy [2]. Group 1: Sales Projections - Initial sales projection for i8 was set at 6,000 to 10,000 units, based on the assumption that MEGA could achieve monthly sales of 2,000 to 3,000 units, with i8 expected to outperform MEGA by 2 to 3 times [1]. - The revised sales projection for i8 is now 7,000 to 12,000 units, with MEGA expected to maintain monthly sales of over 3,000 units from August to December [2]. Group 2: Product Features and Comparisons - i8's interior quality is noted to be a step above that of L9 and MEGA, featuring enhancements such as a zero-gravity seat in the second row and a 21.4-inch screen, which contribute to a more luxurious feel [2]. - The i8 is positioned as a cost-effective alternative, offering 90% of MEGA's product capabilities at 70% of its price, and 110-115% of L9's capabilities at 85% of its price [2]. - The i8 is described as the "king of product capability" in the 350,000 RMB price segment in China [2]. Group 3: Target Customer Profile - The primary target customers for the i8 are families looking for a three-row electric vehicle, particularly those with two or more children or those needing to transport additional family members [3]. - A significant portion of potential i8 buyers (over 50%) may currently own gasoline vehicles, indicating a broader market appeal beyond just electric vehicle switchers [3]. Group 4: Competitive Landscape - The i8 is expected to capture orders from the L series, although the exact impact on L series sales remains uncertain [3]. - Customers who find the MEGA's price manageable but are concerned about its size may lean towards the i8, while those who can afford the L9 may also consider the i8 as an alternative [4].