理想汽车2026战略 ｜ 40%增长，增程回到主旋律

Core Viewpoint - The company is focusing its resources on the new generation L9 model, with sales forecasts exceeding 100,000 units [1] Group 1: Product Development - The new L9 features a completely redesigned exterior, larger dimensions, upgraded chassis, and a battery capacity exceeding 70 kWh, offering a pure electric range of over 400 kilometers [1] - The self-developed M100 chip will be integrated into the vehicle, with an upgraded cockpit chip (8797) and a larger front display screen [2] - The L9's battery capacity is above 70 kWh, while the L6 model has a 45 kWh battery, indicating a more conservative approach compared to competitors who are opting for 80 kWh batteries [2] Group 2: Market Strategy and Sales - The company's core executives indicated that they aim to regain their leading position in range-extended vehicles by 2026, acknowledging that their market share will not return to the 40%+ levels of 2022 and 2023 [3] - The company is targeting a sales growth plan of approximately 40% for 2026, equating to around 550,000 units, compared to about 410,000 units last year [3] - Adjustments in the sales system are underway, including higher professional and sales requirements for frontline managers, with underperforming individuals being reassigned [3] - Inefficient retail locations are being closed, particularly those established during previous expansion phases that no longer meet the company's efficiency and return on investment standards [3]