MEGA召回导致理想损失超11亿元

Core Viewpoint - Li Auto reported a significant decline in revenue and a shift from profit to loss in Q3, highlighting challenges in the current market environment [1] Financial Performance - The company generated revenue of 27.4 billion yuan in Q3, representing a year-on-year decrease of 36.2% [1] - Net loss for the quarter was 620 million yuan, compared to a net profit of 2.8 billion yuan in the same period last year, indicating a substantial financial downturn [1] - Gross margin stood at 16.3%, with gross profit amounting to 4.469 billion yuan; however, excluding the impact of the MEGA recall, the gross margin would have been 20.4% [1] MEGA Recall Impact - The MEGA recall event is estimated to have caused a loss of approximately 1.113 billion yuan for Li Auto in Q3 [1] - On October 31, the company announced the recall of 11,411 MEGA vehicles to replace components such as coolant and power batteries due to insufficient corrosion resistance, which poses a risk of thermal runaway in the battery [1]