千亿理想，入局“百镜大战”

Core Viewpoint - Li Auto has launched its first AI glasses, Livis, marking a significant exploration in the field of embodied intelligence amidst the competitive AI glasses market [2][10]. Group 1: Company Overview - Li Auto, as a leading new energy vehicle manufacturer, has been experiencing less than ideal monthly delivery volumes since 2025 and is currently undergoing a more substantial transformation [3]. - CEO Li Xiang stated that within the next 3 to 5 years, the goal is for Li Auto to become the best-performing company in the field of embodied intelligence [4]. Group 2: Product Launch and Features - The Livis AI glasses integrate traditional vision correction with additional functionalities such as audio, photography, and wireless communication, powered by generative AI models [8]. - Livis can take photos, record videos, make calls, listen to music, and features the Li Xiang AI assistant, which includes visual Q&A, photo recognition, and in-depth research capabilities [8]. - The glasses are developed in collaboration with Zeiss, featuring high-quality lenses and various versions including prescription, photochromic, and sunglasses [13][14]. Group 3: Market Context - The AI glasses market is entering a phase of scale development, with global shipments expected to exceed 23.687 million units by 2026, and China's market projected to surpass 4.915 million units [10]. - The market is currently characterized by intense competition, referred to as the "hundred glasses war," with major players like Xiaomi, Lenovo, and Alibaba launching their products [10]. Group 4: Strategic Intent - Li Auto's entry into the AI glasses market is seen as a natural extension of its technology in assisted driving and AI, aiming to create a device that provides continuous interaction with users outside of the vehicle [16]. - The Livis glasses are designed to control vehicle functions through voice commands, allowing users to manage features like opening doors and adjusting climate control [18].