理想TOP2·2025-10-18 08:44Core Viewpoints - The definition of pure electric usage scenarios for range-extended vehicles is crucial for long-term market feedback [2] - Analyzing the most suitable product definition details for ideal range-extended users is complex and should not be judged lightly [2] - The core of product definition relies on a comprehensive balance of data and taste, and despite having more data than competitors, the company may not make the most suitable trade-offs [2][3] - The expected level of high-speed charging resources in China over the next 1-4 years is uncertain, although improvements are anticipated [2] - The 2026 generation of ideal range-extended vehicles may have shortcomings in battery product definition, which could be addressed in 2027 [2] Product Definition Insights - Domestic and overseas versions of range-extended vehicles may not be suitable for the same product definition due to differing charging resource expectations [3] - The company maintains a commitment to providing good quality at reasonable prices, with the D series not aimed at high-end positioning [4] - Range-extended vehicles are expected to cater to high-net-worth users who prefer convenience in long-distance travel while primarily using electric modes [4] User Behavior and Data Insights - A significant portion of users prefers to maximize electric usage during high-speed travel, driven by cost savings and smoother driving experiences [5][6] - Data indicates that approximately one-third of users primarily use gasoline at high speeds, while two-thirds prefer to use electric power as much as possible [6][7] - The company recognizes the importance of data in understanding user preferences, although there are challenges in accurately defining and interpreting data metrics [7][9] Complexity of Product Definition - The relationship between data and taste in product definition is complex and should not be oversimplified [8] - The ideal range-extended vehicle's battery definition and expected range are intricate issues that require careful consideration [8][9] - The company faces challenges in applying historical data from pure electric vehicles to the new generation of range-extended vehicles due to differences in design and user experience [9]