Core Insights - Li Auto plans to enhance its AD Max model with innovative VLA charging and defensive AES automatic emergency steering features, while also introducing urban NOA functionality to the upgraded AD Pro model [1][2] Group 1: VLA Charging and AES Features - The VLA charging feature allows vehicles to autonomously navigate to Li Auto's supercharging stations, automatically find available charging spots, and complete parking and payment processes without user intervention [2] - The VLA charging function is set to cover over 1,400 Li Auto supercharging stations by January 2026, with plans to expand to over 2,400 stations by February and over 2,900 by March [2] - The AES automatic emergency steering feature will be fully rolled out to AD Max users, evolving from active collision avoidance to passive collision defense, helping users avoid various dangerous scenarios [2] Group 2: User Experience and Market Position - The VLA driver model has achieved over 312 million kilometers in driving distance, with a 2.2 times increase in mileage penetration and a threefold increase in daily active usage [1][2] - The focus on enhancing user experience in parking and safety reflects a trend among leading new energy vehicle manufacturers to refine their autonomous driving capabilities [3]

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]