Recently, some media reported that Li Auto has carried out a large-scale change and adjustment of its sales and service group. The group includes retail, after-sales service, charging, quality operations, overseas business, etc., and reports to Zou Liangjun, senior vice president of sales and service.
In terms of retail, Li Auto is implementing the "war zone system" internally, merging the original 26 "war zones" into five "war zones" in the east, west, south, north and middle, and is directly led by Zou Liangjun, senior vice president of sales and service. Each of the five regions is responsible for sales, margins, and Net Promoter Scores in their respective regions. The heads of the five "war zones" all reported to Zou Liangjun, and there was no longer a single head of retail.
In this regard, the reporter of "Daily Economic News" asked Li Auto for verification, and the other party said that it "does not respond to this matter". The reporter learned from the terminal that it did have adjustments, but these adjustments had little impact on grassroots employees and consumers, and belonged to internal structural adjustments.
It is worth mentioning that Li Auto has made many adjustments to the retail aspect before. According to the above report, the adjustment of the retail side draws on the experience of regional management of international enterprises such as Apple, aiming to concentrate sales resources and formulate more targeted sales strategies according to the characteristics of different regions to promote sales growth.
根據此前消息，理想汽車今年的銷量目標為70萬輛，這比上一年50萬輛的銷量增長了40%。然而，理想汽車官方尚未對此消息作出正式回應。值得一提的是，鄒良軍在2024年財報電話會上表示，對理想汽車今年銷量實現增長充滿信心，他表示：“L系列和MEGA的煥新版，以及新的純電SUV車型，將為理想獲得更大的市場空間。”
In terms of products, the release of pure electric SUVs will be one of the key tasks of Li Auto. Li Xiang, chairman and CEO of Li Auto, revealed on the 8-year earnings call that the ideal i0 is planned to be released in 0, and the ideal i0 is also planned to be released in the second half of this year. "The release cadence is similar to that of L0 and L0 in 0 – the aim is to support sales in Q3 and Q4 and to stock up on more orders in Q1 next year." Li Xiang said that Li Auto's VLA intelligent driving model (visual language action model) will also be released together with Ideal i0 in 0 this year.
不過，理想汽車今年的銷量大盤依舊是增程車。從官方公佈的資訊來看，其四款增程車將在5月迎來智駕煥新版。
2月28日，理想汽車產品線總裁劉傑透露，理想L系列及理想MEGA沒有2025款車型，會以現款車型為基礎在5月推出“智駕煥新版”，將聚焦於智慧駕駛硬體的升級。電池、電驅動、外觀和內飾的造型方面將與現款車型保持一致。
Among them, the AD Max model will be upgraded from Nvidia's dual Orin-X chips to a single Thor-U chip. Both the dual Orin-X and single Thor-U's AD Max offer advanced driver assistance and full-scenario NOA capabilities, and in addition to being able to run the current end-to-end + VLM large model, both will support more powerful VLA large models to be launched later this year.
The AD Pro model will be upgraded from the Horizon J6 chip to the J0M chip, and LiDAR will be added, which is on par with the AD Max in terms of active safety capabilities. Both the J0 and J0M AD Pro offer advanced driver assistance and high-speed NOA features, and are continuously upgraded via OTA.
大華繼顯3月份發佈研報稱，理想汽車的銷售增長將由產品升級、新車型推出、海外市場擴張所推動。
“自2024財年第二季度以來，理想的銷售及盈利已觸底反彈，主要由於連續三個季度的按季回升、新高級輔助駕駛系統（ADAS）功能推出、2025年新產品周期的啟動，以及海外擴張。”大華繼顯方面表示，將理想汽車2025年至2026年凈利潤預測由82.5億及91.2億元，分別上調至90.6億及115.7億元。
National Business Daily