10秒爆燃、理想MEGA连环起火,电池安全底线何在?
阿尔法工场研究院·2025-10-27 00:07

Core Viewpoint - Safety is emphasized as the most luxurious feature in the automotive industry, yet recent fire incidents involving the Li Auto MEGA raise concerns about its safety despite its positioning as a family-oriented electric vehicle [3][4][7]. Group 1: Incident Reports - The first fire incident occurred on October 23 in Shanghai, where a Li Auto MEGA caught fire while driving normally, resulting in a total loss of the vehicle [9][10]. - The second incident took place on August 6 in Hangzhou, where a MEGA caught fire after a collision, but the driver reported that the vehicle's doors functioned normally, allowing for a safe escape [10][11]. - The third incident was on June 10 in Harbin, where a MEGA self-ignited in a parking garage, with the cause of the fire still under investigation [12][13]. Group 2: Product Positioning and Market Performance - The Li Auto MEGA, launched in March 2024, is positioned as a high-end electric MPV with a starting price of 55.98 million yuan, but has faced significant public criticism and low sales, with monthly sales often below 1,000 units [16][18]. - Following the initial negative reception, the MEGA's sales improved significantly after a new version was released in April 2025, with August deliveries surpassing 3,000 units, making it the top seller in its category [18][19]. - The company is facing challenges as it aims to boost sales of its electric products, with the MEGA, i8, and i6 targeting the family market, but the recent fire incidents may impact consumer confidence and sales momentum [24]. Group 3: Financial Performance - In the second quarter of 2025, Li Auto reported total revenue of 30.2 billion yuan (approximately 4.2 billion USD), a decrease of 4.5% year-on-year, with vehicle sales revenue also declining by 4.7% [24]. - The net profit for the same quarter was 1.1 billion yuan (approximately 153.1 million USD), reflecting a slight decrease of 0.4% year-on-year, indicating a need for the electric vehicle segment to drive growth [24].