LI AUTO(US:LI) 自动驾驶之心·2026-01-15 02:55Core Viewpoint - The article discusses recent organizational changes at Li Auto, focusing on the shift towards embodied intelligence and the integration of the VLA model for autonomous driving development [2][6]. Group 1: Organizational Changes - Li Auto is reallocating resources towards embodied intelligence as competition in automotive intelligence enters a "modeling" phase [2]. - Key personnel changes include Zhan Kun taking over the VLA integration and development work, reporting directly to the CTO, while Chen Wei, responsible for the LLM direction, is leaving the company [2][5]. - The internal restructuring reflects a preference for promoting from within, indicating strong confidence in the existing technical team [6]. Group 2: Technological Developments - Significant upgrades to the VLA model have been made in recent months, with high internal confidence in version 8.2 [6]. - The integration of robotics and autonomous driving is being coordinated under a larger embodied paradigm, with Shua Yifan now responsible for the autonomous driving product [4][5]. - The development of a new generation closed-loop system is being emphasized, combining base models, cloud, and vehicle-end technologies [8]. Group 3: Industry Trends - The trend towards integrated hardware and software solutions is expected to be a major industry focus by 2026 [10]. - The success of Horizon Robotics' HSD is noted as a contributing factor to the recent organizational adjustments at Li Auto [8].