LI AUTO(US:LI) 理想TOP2·2026-02-12 05:14Core Insights - The article discusses the delivery performance of Li Auto in January 2026, highlighting a total delivery of 27,668 vehicles, with 9,358 being range-extended and 18,310 being pure electric [1][2] - It mentions a significant organizational restructuring within Li Auto, transitioning from a Huawei IPD model to a Toyota CE model [1] - The article also notes the introduction of two product lines within Li Auto, with specific leadership assigned to each line [3] Delivery Performance - In January 2026, Li Auto delivered a total of 27,668 vehicles, which includes 9,358 range-extended vehicles and 18,310 pure electric vehicles [1][2] - The delivery numbers for previous months show fluctuations, with December 2025 having the highest at 44,246 vehicles, and a notable decrease in January 2026 [2] Organizational Changes - Li Auto is restructuring its product lines into two main categories: one focusing on MEGA, L9, L8, and L7, and the other on the i series and L6 [3] - Leadership changes include汤靖 overseeing the first product line and 李昕旸 managing the second [3] Market Position and Strategy - The article indicates that Li Auto is focusing on enhancing user experience over the initial purchase experience, as stated by the company's founder [3] - There is a mention of Li Auto's strategic goal for 2028, emphasizing the importance of AI and agent technology in their future plans [4] Industry Context - The article references a broader industry context where Li Auto is seen as a leader in self-developed materials and applications within the automotive sector [4] - It also highlights the competitive landscape, noting that the performance of other brands in the market, such as AITO, has been better in the 300,000+ market segment compared to Li Auto [3][5]