LI AUTO(US:LI) 理想TOP2·2025-10-14 09:46Core Insights - The company aims to achieve significant delivery targets for its electric vehicles, with specific monthly goals set for different models, indicating a strong focus on growth in the high-end electric vehicle market [2][5][8] Delivery Performance - In September 2025, the company delivered a total of 33,951 vehicles, comprising 24,554 range-extended models and 9,397 pure electric models [1] - The delivery numbers for August 2025 were 23,196 range-extended and 5,333 pure electric models, showing a month-over-month increase in deliveries [1] Model-Specific Goals - The company has set ambitious monthly delivery targets for its models, with the ideal i8 aiming for a stable delivery of 6,000 units per month and the i6 targeting 9,000 to 10,000 units per month [2] - Overall, the pure electric models are expected to stabilize at 18,000 to 20,000 units per month [2] Product Development and Features - The company is actively enhancing its autonomous driving capabilities, with updates and new features being rolled out, including the OTA 8.0 update for AD MAX users [4][7] - The i6 model is set to be officially launched on September 26, 2025, with promotional activities already underway [5][6] Strategic Partnerships - A joint venture has been established with a battery company, aiming for regulatory approval in 2026, which indicates a strategic move to strengthen its supply chain [5] - The company is also focusing on in-house development of hardware and software to differentiate itself from competitors [5] Market Positioning and Brand Strategy - The company is positioning itself to compete effectively in the high-end electric vehicle segment, with a focus on design and user experience [5][6] - The appointment of a brand ambassador is part of a broader marketing strategy to enhance brand visibility and appeal [7] Legal and Regulatory Actions - The company has taken legal action against malicious online activities aimed at damaging its reputation, indicating a proactive approach to brand protection [12][14]