Core Viewpoint - Li Auto is restructuring its sales and service system to enhance operational efficiency and support frontline sales personnel, moving away from the previously implemented five-region sales strategy [3][4][6]. Group 1: Organizational Changes - Li Auto has merged its five sales regions into a centralized "Sales Department" managed directly from headquarters, now overseeing 23 regions [2][3]. - The company has established two new departments within the sales and service sector: marketing and sales operations, to better allocate resources [2][3]. - The return to a "provincial leader system" aims to improve user operations centered around stores, addressing internal conflicts that arose from the previous structure [3][4]. Group 2: Performance Challenges - Li Auto's sales volume has declined by 24% in the first half of the year, ending a 14-month streak of year-on-year growth, and has been surpassed by competitors [6]. - The market share of Li Auto's high-end models (L7/L8/L9) has decreased from 32% to 26% compared to the previous year, with the entry-level L6 model now accounting for over 40% of sales [6]. - The company's net profit fell by 81.7% quarter-on-quarter in the first quarter, highlighting the urgent need for new growth points in the pure electric vehicle market [6]. Group 3: Strategic Adjustments - Li Auto is shifting from a performance-based management system (PBC) to an Objectives and Key Results (OKR) model, which is more suited for innovation and exploration [7]. - This change is intended to foster a more adaptive organization capable of navigating the uncertainties in technology and AI-driven markets [7]. - The company aims to leverage its i-series and AI strategies to regain competitive advantage and drive growth in the pure electric vehicle segment [6][8].

作者 | 柴旭晨 编辑 | 周智宇 跳票了一年，理想首款纯电SUV姗姗来迟。 7月29日晚，理想在北京为i8办了场千人规模的发布会，董事长李想直言，这是理想汽车有史以来租用过的最大场地、举办过最大规模的发布会。 李想用了一个半小时，从产品、安全、超充网络，讲到VLA司机大模型、理想同学Agent。然而发布会次日，理想港股股价一度下挫超13%，市值蒸发超300 亿港元。 市场的逻辑清晰且残酷，投资者迫切需要一款"爆款"产品以扭转销量颓势，李想却在发布会上大谈"纯电+AI"的技术布道。 对于i系列，理想内部预期并不高，今年的预期仅有几万台。背后，李想在竞争最激烈的节点酝酿着一场蝶变。 逆势掉头，背后源于理想当前的增长困局——其一手开辟的"冰箱彩电大沙发+增程+套娃"黄金公式，在竞争对手的模仿下快速挤成红海。李想选择进行一 次战略洗牌，以应对饱和的市场。 这一场豪赌的结果无人知晓，但它无疑是这家成立十年的公司，为求得一张进入"决赛圈"的门票，所能做出的最坚决的回答。 王炸登台 面对AI智能体浪潮，i8直接祭出双智能体——VLA司机大模型和理想同学MindGPT。 上马VLA后，理想的智驾号称从模仿人类"照葫芦画瓢" ...