理想开始自制零部件，马斯克趟过的路要如何走？

Core Viewpoint - The article discusses the strategic supply chain management of Li Auto, emphasizing its focus on self-research and collaboration with suppliers to enhance product competitiveness and ensure supply security [5][22][29]. Group 1: Company Overview and Growth - Li Auto's core component, the rear electric drive, is its first self-developed and manufactured product [2]. - The company has shown remarkable growth, with revenue soaring from 2.9 billion yuan in 2021 to 16.2 billion yuan in 2024 [4]. - Li Auto has expanded its partnerships beyond startups to include major domestic and international automotive brands [4][5]. Group 2: Supply Chain Strategy - Li Auto's strategy prioritizes supply chain construction, aiming for rapid technological innovation and efficient product iteration [5][6]. - The company employs a four-tier supplier management system, ranging from self-research and manufacturing to strategic partnerships [15][22]. - The geographical clustering of suppliers in Jiangsu province enhances supply chain resilience and reduces transportation costs [13][14]. Group 3: Self-Research and Collaboration - Li Auto has invested in self-research for core components, such as the rear electric drive system, to improve efficiency and product competitiveness [15][18]. - The company collaborates with suppliers like Huichuan and Ningde Times to co-develop critical technologies, ensuring a stable supply of key components [17][20]. - Li Auto's partnership with Sico Semiconductor aims to develop third-generation semiconductor technology, enhancing its product offerings [17][18]. Group 4: Challenges and Market Position - Li Auto has faced challenges, including production halts and sales fluctuations, impacting its supply chain [26][28]. - The company differentiates itself from competitors like Tesla and BYD by defining products first and then selecting suitable suppliers, focusing on mutual benefits [29]. - The success of Li Auto's supply chain strategy, termed "Li Chain," hinges on accurate market demand and technology trend assessments [29].