Recently, Li Auto has been experiencing a lot of big events.
A few days ago, Li Auto announced that it will open-source its self-developed automotive system "Ideal Transwarp OS", becoming the world's first open-source vehicle system. Previously, the China Association of Automobile Manufacturers issued a proposal calling on car companies to stop publishing weekly sales lists to avoid vicious competition. Ideal responded to the initiative and suspended the release of the weekly list in week 86 (0/0-0), but restarted the weekly report only a week later (0/0) and only announced its own sales (0.0 thousand units in week 0), which no longer involved in the industry ranking.
Regarding the controversy over the weekly sales report, the industry has long been divided. Executives such as NIO, Xpeng, and Geely have publicly questioned the one-sidedness of the weekly list. Even so, Ideal still insisted on releasing it, and even after the intervention of the China Automobile Association, it did not stop. From the open-source system to the weekly reboot, the ideal "unruly" is actually a challenge to traditional rules - or to build momentum, or to attack the enemy, regardless of order and morality. It's just an all-out assault by an emerging brand.
Always take the unusual path
While most new power brands are betting on pure electric technology, Li Auto firmly chooses the extended-range electric route, relying on the core selling point of "no range anxiety", through the Li ONE and L series models to quickly open the market, and make a major breakthrough in sales.
In the family car market, although various car companies have launched models for family scenes, and some brands have also made great efforts in space and configuration, Li Auto has taken the lead in playing a distinct positioning of "family daddy car", and has concretized the concept of family car into three new three new parts: "refrigerator, color TV, and large sofa", becoming a must-see brand for middle-class families when buying a car. In terms of product layout, Ideal has launched a variety of SUV models for different family needs, covering multi-level market demand through the differentiation of size and price.
Li Auto's innovation doesn't stop there. In the case of the long-term use of 2+0+0 or 0+0+0 layout in the seven-seat SUV market, Ideal pioneered the 0+0+0 six-seat design, which greatly improved the convenience of entering and exiting the third row and the ride vision, and successfully made the "large six-seater" a new favorite in the market.
In the car use scenario, Ideal has created a new car use mode of "urban electricity, long-distance power generation, and camping power supply", and opened up new user value.
在智慧駕駛領域,理想曾一度落後於華為和小鵬。后兩者在消費者心智中建立了更強的智駕認知,而比亞迪更將"天神之眼"智駕系統下放到10萬元級車型。面對競爭壓力,理想加速技術反覆運算,於2025年初推出AD Max V13系統,宣稱可實現"百公里零接管",並新增哨兵模式遠程預覽功能。
What's more breakthrough is that Li Xiang repositioned Li Auto as an artificial intelligence company, and put forward the forward-looking concept of "car is just one of the application scenarios of AI", and this strategic positioning upgrade has made a qualitative leap in the brand image.
It has indeed achieved outstanding results
It is with these differentiated innovations that Li Auto stands out in the camp of new forces and stands out from the crowd.
2024年,理想汽車交付量突破50萬輛,較2023年的376,030輛同比增長33.1%,成為首個累計交付超百萬輛的國產新勢力品牌,同時也是首家實現盈利的新勢力車企。
其他新勢力表現同樣可圈可點:鴻蒙智行(含問界)年銷44.50萬輛,其中問界M7單車型交付19.59萬輛,成為新勢力最暢銷單品;零跑汽車交付29.37萬輛,超額完成年度目標;蔚來、深藍、極氪年銷均超20萬輛;小鵬19萬輛;新入局的小米汽車首年即斬獲13萬輛銷量。
Judging from the performance of 2024 years, everyone has handed over a relatively good report card. And Li Auto is the most dazzling one.
The above achievements are all due to the successful differentiated positioning of Li Auto, which has subverted many rules of the traditional luxury car market, although the market still has complaints about the extended range route, but from the technical route level, it has broken the industry's single dependence on the pure electric route. From the perspective of market diversity, it is definitely much better to go through multiple routes than to stumble on one path to the end.
更有意思的是,理想汽車把百萬級的空氣懸架直接帶到了40萬區間,重塑了車市的價值體系,讓消費者享受到了更高級的配置。舉例來說,空氣懸架以前在德系車的高端車型裡才會上,而且還得加價。
理想汽車還有一點值得敬佩。那就是它通過一己之力,徹底把增程市場這個蛋糕做大。2024年增程式汽車銷量達116.7萬輛,同比增長78.7%。同期,純電動車的增速為22.6%、插混車的增速為76.3%。增程車型的同比增速最快。零跑汽車因為“半價理想”的原因,成為第二家盈利的新勢力品牌。問界汽車也因為走了和理想汽車同樣的增程路線,成為鴻蒙智行的銷量擔當。
In the future, no matter what the outcome of Li Auto is, it has left a strong mark on the Chinese auto market.
The people evaluate the car
These are times of change. 諾基亞已經被時代的洪流淘汰。 而擁抱創新的品牌,尤其是新創品牌,才能在激烈的競爭中有機會勝出。
Li Auto has set an example for the industry, and only by breaking the rules can it survive.