LI AUTO(US:LI) 雷峰网·2025-08-01 11:11Core Viewpoint - Li Auto's launch of the Li i8 marks a significant step in its transition to the pure electric vehicle market, with expectations to match the sales performance of the Li L8 model [2][3]. Group 1: Product Launch and Expectations - The Li i8, priced between 321,800 to 369,800 yuan, is a six-seat family SUV and is seen as a critical move for Li Auto in the electric vehicle sector [2]. - The company aims for the i8's market performance to at least reach that of the Li L8, which delivered 5,293 units in its first month [2]. Group 2: Delivery Timeline and Technology Integration - The delivery of the Li i8 has been postponed to August 20, with the next-generation intelligent driving solution, VLA, being a key reason for the delay [3]. - The VLA driver model is expected to be a significant selling point for the i8, as it represents a shift in Li Auto's approach to autonomous driving [4]. Group 3: Data and Model Development - Li Auto has accumulated 1.2 billion kilometers of effective data and achieved a cloud computing power of 13 EFLOPS, which supports the development of the VLA model [6][7]. - The transition from the previous end-to-end model to VLA is driven by the need to overcome data quality and training efficiency bottlenecks [5][6]. Group 4: VLA Model Features and Capabilities - VLA employs reinforcement learning, allowing it to generate scarce data through simulation, enhancing its ability to handle extreme or dangerous scenarios [6]. - The VLA model is designed to possess reasoning, communication, memory, and self-learning capabilities, marking a significant advancement over previous models [6]. Group 5: Performance Metrics and Safety Goals - Li Auto measures its performance through metrics like MPI (Mean Takeover Distance) and MPA (Mean Distance Between Accidents), aiming to improve safety significantly [13][14]. - The goal is to achieve a safety metric where the MPA reaches ten times that of human drivers, targeting 6 million kilometers per accident under assisted driving conditions [13][14]. Group 6: Testing and Validation Approaches - Li Auto has shifted from extensive real-world testing to simulation testing, claiming that over 90% of tests for the i8's VLA version are conducted in simulated environments [16][17]. - The company believes that simulation testing is more efficient and cost-effective compared to traditional real-world testing methods [16][17]. Group 7: Future Directions and Industry Impact - Li Auto is open to contributing its VLA technology to the industry, contingent on the system's validation and the capabilities of potential partners [29]. - The company recognizes the importance of continuous iteration and improvement in AI and autonomous driving technologies, emphasizing the need for robust data and algorithm development [39][40].