我爱人的一个比较常用的一个方式是让孩子看副驾驶屏幕，因为一般我L6出去的时候往往带一个孩 子，比如带孩子去打针。如果我多个孩子出去的时候，我就用MEGA或者用其他的车，所以比较好的 一个其实并不会，让后边的孩子或者后边的人没有办法看看这个屏幕，因为我爱人操作好了，后边孩 子可以直接来看，这个效果也挺好的。 但是我真的喜欢这样一个天窗，这个天窗实在太爽了，因为比这个车尺寸再长的话，上面无论如何都 得装一个横梁，因为车身结构的问题，但车身结构然后非常坚固的前提下，还能做一个完整的一个天 窗。" 理想第三产品线负责人李昕旸在9月26日在16:30 左右 (误差可能在半个小时以内）直播时表示i8二排 电视选装率超80%，当时i6二排电视选装率超50%。 25年9月27日15:20，理想官方宣布i6二排电视选装率超过40%，作为对比铂金音响选装率超过40%， 四驱选装率超过30%，可拆卸拖钩选装率超过15%。 2025年9月26日i6发布后李想直播原话： "说实话，我和产品线争执得挺多，我一直坚持i6不应该做二排屏，但是他说应该给用户一个选择的 机会，因为有两个MEGA，有i8，有L9还有L6, 其实有的时候我为了一些 ...

Core Insights - The core capability for automotive companies to survive and thrive is "rapid response" to market changes [3][4] - Li Auto has effectively transformed this survival principle into a practical strategy, exemplified by the swift adjustments made to the i8 model shortly after its launch [3][8] Market Dynamics - The Chinese automotive market is experiencing intense competition, with over 30 new electric vehicle models introduced in the first seven months of 2025, spanning a price range from 50,000 to 1,000,000 yuan [4] - The penetration rate of new energy vehicles has surpassed 50%, leading to a shift in consumer demographics towards more practical and rational buyers [6] Product Strategy - Li Auto's i8 model targets the 300,000 to 400,000 yuan segment, which currently lacks a dominant domestic player, despite Tesla's Model Y leading with 43,917 units sold in the first half of 2025 [10][15] - The i8's design focuses on six-seat configurations, addressing the needs of families and enhancing user experience with spaciousness and comfort [10][12] Competitive Advantage - Li Auto's rapid adjustments to the i8's configuration, such as making high-demand features standard and offering non-essential features as options, enhance its market competitiveness [8][15] - The VLA driver model integrated into the i8 represents a significant advancement in intelligent driving technology, providing superior handling of complex driving scenarios [12][15] Brand Positioning - Li Auto has established a strong market presence, surpassing traditional luxury brands in sales within the 300,000 to 400,000 yuan range, thanks to its successful hybrid models [15] - The i8 aims to redefine consumer expectations in the six-seat electric SUV market by offering a simplified product matrix that meets widespread demand efficiently [15]

Core Viewpoint - Li Auto's stock experienced a rise of over 4% in the afternoon, closing up 2.67% at HKD 103.9, with a trading volume of HKD 2.626 billion [1] Group 1: Product Adjustments - On August 5, Li Auto announced a unified configuration adjustment for the Li Auto i8, setting the Li Auto i8 Max version as the standard configuration and reducing the price from RMB 349,800 to RMB 339,800 [1] - The company is also offering a complimentary platinum sound system valued at RMB 10,000 and an optional rear cabin entertainment screen package priced at RMB 10,000 [1] - The Li Auto i8 was launched on July 29, with three models available, priced between RMB 321,800 and RMB 369,800 [1] Group 2: Market Perception and Expectations - According to a recent report from CMB International, the i8 meets expectations but market perception may be skewed, with actual experience potentially reversing this trend [1] - The report suggests that the i8's product strength will be better perceived after actual usage, which could stimulate real orders and lead to a recovery in market expectations [1] - Li Auto's charging network has surpassed that of Tesla, and its VLA intelligent driving system offers advantages that require time for consumers to appreciate [1] - The family-oriented nature of Li Auto's products leads to longer car purchase decision-making processes, indicating that short-term order numbers should not be used to judge product success [1]

Core Viewpoint - Li Auto's stock experienced a rise of over 4% in the afternoon, closing up 2.67% at HKD 103.9, with a trading volume of HKD 2.626 billion [1] Group 1: Product Adjustments - On August 5, Li Auto announced a unified configuration adjustment for the Li Auto i8, setting the Li Auto i8 Max version as the standard configuration and reducing the price from RMB 349,800 to RMB 339,800 [1] - The company is also offering a complimentary platinum sound system valued at RMB 10,000 and an optional rear cabin entertainment screen package priced at RMB 10,000 [1] - The Li Auto i8 was launched on July 29, with three models available, priced between RMB 321,800 and RMB 369,800 [1] Group 2: Market Perception and Expectations - According to a recent report from CMB International, the i8 meets expectations but there are misconceptions in the market that may change after actual experience [1] - The report suggests that the i8's product strength will be better perceived after real-world usage, potentially boosting actual orders and improving market expectations [1] - Li Auto's charging network has surpassed that of Tesla, and its VLA intelligent driving system offers advantages that require time for consumers to appreciate [1] - The family-oriented nature of Li Auto's products leads to longer car-buying decision processes, indicating that short-term order numbers should not be used to judge product success [1]

Core Viewpoint - The article discusses the recent adjustments made by the company regarding the i8 SKU, including pricing changes and feature enhancements, while raising questions about the implications for profitability and organizational capabilities. Group 1: i8 SKU Adjustments - The company has decided to adjust the i8 SKU based on a 98% MAX Ultra option rate, reducing the price of the MAX version by 10,000 and adding a platinum sound system, with options for additional features at a cost of 10,000 [1]. Group 2: Strategic Questions - Questions are raised regarding how the L series will operate following the i8 adjustments [3]. - The potential impact of the i8 changes on gross margin, net profit margin, and free cash flow is questioned [3]. - There is speculation about whether the company's recent operations have been chaotic and the underlying reasons for this [3]. - The article questions the current organizational capability of the company and how it should be evaluated [3]. - It discusses whether the CEO has made multiple misjudgments in recent years and how to interpret this phenomenon [3]. - The article explores the relationship between the CEO's acceptance of potential misjudgments and the overall confidence in the company's future [3]. - It inquires about the long-term trends in the industry and the CEO's insights on what is clear and what remains uncertain [3]. - The article differentiates between events that were anticipated by the company and those that were not in recent months [3]. - It questions whether a positive long-term outlook for the company requires that many factors align with its expectations [3]. - The company's ability to manage public sentiment and its expected development in this area are evaluated [3]. - A comparison of the company's core advantages and disadvantages relative to competitors like Huawei and Xiaomi is made [3]. - The article discusses the short-term perception of smart vehicles as a poor business model and questions the long-term viability of smart vehicles and AI robotics [3]. - It examines the relationship between smart vehicles and AI, particularly the importance of foundational model capabilities [3]. - The potential of the VLA and the company's smart cockpit is questioned, suggesting that many may underestimate it [3]. - The company's position in the AI and hardware-software integration field is assessed [3].