Core Insights - Li Auto showcased its latest advancements in assisted driving and future plans at the 2025 Guangzhou International Auto Show, including the introduction of innovative VLA charging and AES emergency steering functions for the AD Max model [1] - The VLA driver model has significantly improved user experience, with over 312 million kilometers driven and a 2.2 times increase in mileage penetration, indicating that assisted driving has become an integral part of users' lives [3] Group 1: Product Innovations - The VLA driver model enhances user experience across six dimensions: route selection, speed preference, comfort, sense of security, communication ability, and traffic efficiency [3] - The VLA charging function allows vehicles to autonomously navigate to and from charging stations, addressing the "last 100 meters" challenge by automatically finding available charging spots [5] - The VLA charging function is set to cover over 1,400 charging stations by January 2026, with plans to expand to over 2,900 stations by March 2026 [5] Group 2: Safety Features - Li Auto's active safety features have helped users avoid potential collisions 11.31 million times and extreme accidents over 14,000 times, showcasing the effectiveness of its safety technology [6] - The upcoming AES emergency steering function will enhance the vehicle's ability to avoid passive collisions by accelerating away from potential rear-end impacts [6] Group 3: Technological Development - Li Auto is building a comprehensive self-research capability around core technologies for AI terminal products, including self-developed chips and intelligent operating systems [8] - The company aims to leverage technological innovation to continuously create value for users and position itself as a global leader in AI terminal enterprises [8]

Core Insights - Li Auto showcased advancements in driver assistance technology and OTA upgrade plans at the Guangzhou Auto Show, introducing innovative features like VLA charging and defensive AES automatic emergency steering to strengthen its market position [1][5] Group 1: Technological Advancements - The VLA driver model, released in August 2025, has accumulated over 312 million kilometers of driving distance, enhancing its spatial understanding and cloud-based capabilities [3] - The VLA charging feature allows vehicles to autonomously navigate to charging stations, find available charging spots, park, and make payments, with plans to cover over 1,400 Li Auto supercharging stations by January 2026 and over 2,900 by March [3] - Li Auto's active safety system has reportedly prevented potential collision accidents 11.31 million times and extreme accidents over 14,000 times, with the upcoming defensive AES feature enhancing safety measures against complex hazards [3][4] Group 2: OTA Upgrades and Features - Future OTA upgrades will enhance the smart space and smart electric platform, introducing personalized features like art frames and pet modes, along with applications for speed-based KFC orders and music [4] - The range-extended models will receive a winter smart charging preheating feature, with further optimization of charging planning logic [4] - The VLA driver model is expected to continue evolving through reinforcement learning, improving experiences in complex traffic scenarios [4] Group 3: Market Competition - Li Auto faces increasing competition from brands like Huawei and Leap Motor, which are showcasing higher computing power in smart driving hardware and longer-range extended products, indicating a shift in industry competition from basic availability to performance [5]