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理想 i8 产品故事:延期一年的新车,要打一场输不起的仗
晚点Auto·2025-07-30 02:42

Core Viewpoint - The launch of the Li Auto i8 is seen as a critical moment for the company, as it aims to recover from previous setbacks and establish a strong position in the electric vehicle market amidst increasing competition from tech companies like Huawei and Xiaomi [1][2][26]. Group 1: Product Development and Strategy - The i8 serves as a test for Li Auto's ability to transition from range-extended vehicles to fully electric models, reflecting the company's product methodology [2][26]. - The i8 was initially planned for production in August 2024, but adjustments were made to its design and strategy following the underperformance of the MEGA model [6][8]. - Li Auto's management underwent significant restructuring to enhance collaboration and adapt to the competitive landscape, with experienced executives leading the i series development [2][7][10]. Group 2: Market Positioning and Expectations - The i8 is priced between 321,800 to 369,800 yuan, targeting a market segment that values spaciousness and fast charging capabilities [2][26]. - The company aims to achieve a significant increase in sales, with a target of 1.6 million annual deliveries by 2025, despite acknowledging the complexities of consumer demand in the automotive market [28][29][31]. - The i8's design emphasizes maximizing interior space by sacrificing front trunk capacity, aiming to provide a comfortable experience for all six passengers [16][17]. Group 3: Competitive Landscape - The i8 faces challenges similar to past crossbreed vehicles, where success depends on clear product positioning and understanding consumer needs [19][26]. - The automotive market is becoming increasingly competitive, with other brands like Tesla and Aito launching new models around the same time as the i8's pre-sale [34][35]. - Li Auto's cautious approach to the i8's pre-sale reflects a desire to gauge market acceptance before committing to aggressive sales targets [31][32].