理想TOP2·2025-11-13 14:25Core Viewpoint - The article analyzes the notion that Li Auto lacks a second-in-command, suggesting that the company needs a figure similar to Qin Zhi to enhance its operational efficiency and sales performance. However, the article emphasizes that the primary challenge lies in adapting the organizational structure to align with advancements in physical AI, rather than merely appointing a new executive [1][2]. Group 1: Reasons for Poor Sales Performance - The article identifies that the poor sales performance of Li Auto's vehicles this year is a result of a complex interplay of multiple factors, making it difficult to predict or analyze the exact causes [2]. - It discusses the concept of value creation, transmission, and delivery as fundamental to understanding product sales [3]. Group 2: Value Analysis of Different Models - For the L series, the article notes that the competitive advantage over peers has diminished, with the main iteration point being the autonomous driving chip. However, the differences between the Thor and Orin versions are not yet evident [4]. - The i8 model faced significant challenges in value transmission, as the launch did not meet consumer expectations, leading to negative publicity [6]. - The i6 model is viewed positively, with minimal controversy regarding its value creation, although there are plans for improvements in its features [7]. Group 3: Proposed Solutions for Li Auto - The company plans to enhance product capabilities significantly in the coming years, aiming for a more substantial improvement than seen in the 2025 L series [9]. - Li Auto intends to place greater emphasis on addressing negative public sentiment and effectively communicating its advantages [9]. - The company is exploring the possibility of obtaining a proprietary battery from the Ministry of Industry and Information Technology, although the timeline for this is uncertain [9]. Group 4: Long-term Competitive Advantage - Li Auto's long-term strategy focuses on developing L4+ autonomous driving capabilities integrated with AI, which will redefine the concept of smart vehicles [10][12]. - The company aims to create a high-concentration market environment, positioning itself as a strong competitor in this evolving landscape [12]. - Future plans may include significant investments in humanoid robots, although this is not an immediate focus [11]. Group 5: Organizational Structure and Future Outlook - The article suggests that the organizational structure required to support advancements in physical AI may not necessitate a large workforce, with projections indicating that revenue could increase significantly without a proportional rise in employee numbers [14].