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平常心看待理想i6
理想TOP2· 2025-09-18 12:00
Core Viewpoints - The sales performance of the i6 can be interpreted in two ways: good sales may not necessarily lead to positive outcomes, while poor sales could provide valuable lessons for improvement [2][5] - The analogy of quantum mechanics is used to illustrate the uncertainty surrounding the i6's sales performance, suggesting that its success or failure is inherently unpredictable until measured [7][8] Group 1: Sales Projections and Goals - Li Xiang stated that 2025 will be the first year for Li Auto to officially enter the pure electric SUV market, with sales targets for the i6 set at 9,000 to 10,000 units per month, contributing to an overall target of 18,000 to 20,000 units per month for all pure electric models [3] - The sales situation of the i6 will become clearer approximately 1-4 weeks after its release, with further insights expected around March next year due to factors like changes in purchase tax [8] Group 2: Historical Context and Lessons Learned - Li Xiang's past experiences, including challenges faced during the early days of his career, have shaped his approach to leadership and communication, emphasizing the importance of learning from difficulties [4] - The struggles of other companies, such as BYD and NVIDIA, highlight that periods of poor performance can lead to significant growth and eventual success [5][6] Group 3: Quantum Mechanics Analogy - The concept of true randomness in quantum mechanics is likened to the uncertainty of the i6's sales performance, where various potential outcomes exist until actual sales data is observed [7][9] - The analogy suggests that the initial sales data will provide a clearer picture of the i6's market performance, akin to the collapse of a quantum state upon measurement [8][9]
喧嚣过后, 理想i8后续口碑会非常高
自动驾驶之心· 2025-08-06 23:34
理想TOP2 . 找对社群,深度交流理想长期基本面 作者 | 理想TOP2 来源 | 理想TOP2 点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 以下文章来源于理想TOP2 ,作者理想TOP2 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文逻辑链与根基前提将很不常规,与主流观点有巨大非共识,预期大多数人会不同意。 本文经过非常深入的思考,由于现实世界的复杂性与多样性,深入思考后的观点依然不低可能是错误的,强烈不建议读者默认TOP2观点为真,强烈建议 读者充分批判性阅读。 核心观点: 1.i8不会等太久,市场口碑与反应都会挺好,不会太久,具体多久不好说,但会明显短于MEGA口碑发酵时间。 2.i8会促进MEGA订单,会吃掉一部分L789订单。下一代增程车又会重新吃回一部分纯电订单。今年L系列订单会相当一般。 互联网上出现了海量的对i8 SKU设置或其他方面的吐槽,本质是没有满足相当多人认为i8应该一下子就让人立即想买,超短期立马爆单的预期。这个预 期落空后,找的接口。超级多人认为是SKU设置或取消免息或其他各种原因导致这个预期落空。 本文只做学术 ...