评论张骁将于近期离职理想

Core Viewpoint - The departure of Zhang Xiao, the president of the second product line at Li Auto, is a significant event that may lead to organizational restructuring and a shift in product line strategy, particularly in how products are categorized by price segments [1][2]. Group 1 - Zhang Xiao, an early employee who joined Li Auto in May 2016, played a crucial role in the product definition of models like Li ONE and L9, and his departure is seen as a move towards entrepreneurship [1]. - The merger of the first and second product lines under a single management is a direct consequence of Zhang's decision to leave, indicating a potential shift in the company's operational structure [2]. - The company is seeking change and may not strictly categorize product lines by the traditional price segments, which could lead to a more flexible product strategy [4]. Group 2 - In 2025, all models except MEGA failed to meet Li Auto's initial delivery expectations, with MEGA delivering 17,602 units from January to November, against a forecast of 10,000 to 15,000 [3]. - The internal atmosphere at Li Auto has reportedly allowed individuals who are passionate yet not adept at self-advocacy to leave, suggesting a cultural shift within the company [4]. - The key focus for Li Auto in 2026 will be the market response to the L series facelift, emphasizing the importance of addressing user needs and exploring advanced user value [4].