Core Viewpoint - The article discusses the challenges faced by Li Auto in its transition to pure electric vehicles, particularly focusing on the launch of the i8 model and its subsequent price adjustment due to disappointing sales performance [10][11][22]. Group 1: Incident Overview - Li Auto's i8 faced a controversy during its launch related to a collision test video that went viral, which showed the i8 "colliding" with a heavy truck, leading to public scrutiny and a backlash from the truck manufacturer [4][9][12]. - A joint statement was issued by Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor to apologize and promote healthy competition after the incident [6][19]. - Despite the increased attention from the incident, the i8 did not see a corresponding rise in sales, leading to a price reduction shortly after its launch [10][20]. Group 2: Sales Performance - The i8 was launched with a price range of 321,800 to 369,800 yuan, but due to underwhelming sales, the price was adjusted downwards by 10,000 yuan shortly after its release [20][21]. - Comparatively, the competitor model, Leidao L90, achieved significant sales success shortly after its launch, highlighting the struggles of the i8 in the market [20][27]. - As of early August, the estimated order count for the i8 was around 6,000, significantly lower than the initial expectations [21]. Group 3: Market Position and Strategy - Li Auto's transition to pure electric vehicles has been met with skepticism from investors, particularly following the poor performance of the MEGA model, which failed to meet its sales targets [22][23][29]. - The company has adjusted its annual sales target from 700,000 to 640,000 units, reflecting a more cautious outlook amid increasing competition in the electric vehicle market [36][41]. - The i8's performance is critical for Li Auto's future growth, as the company aims to increase its pure electric vehicle sales target from approximately 50,000 to 120,000 units [41][45]. Group 4: Financial Health - Despite the challenges, Li Auto reported a cash reserve of 53.233 billion yuan as of the end of Q1, indicating a stable financial position to navigate through the current market difficulties [47]. - The company is also exploring advancements in artificial intelligence, suggesting a potential shift in focus beyond just automotive manufacturing [47][48].
理想汽车,白“撞”了
凤凰网财经·2025-08-07 13:16