Optimistic about the upcoming release of Li Auto's pure electric vehicle.

Before the I8 was listed, most voices I heard were about the design not being innovative enough and the "too competitive" pure electric SUV market.

When the YU7 was released, it pushed the standard version of pure electric SUVs to a range of 800KM. After experiencing the ultra-fast charging technology of the SU7 Ultra, it can charge from 0 to 80% in almost 15 minutes, and the decay rate from 80% to 100% is far lower than competitors. As a company with an internet mindset like Xiaomi, I believe Li Auto doesn't need to worry too much about this product definition capability.

After the launch of the MEGA, Li Auto rethought many pain points in the pure electric family travel scenario, with the most significant being the charging issue during long-distance trips.

In addition to building their own stations, expanding partnerships, and unifying charging protocols, ensuring a good charging experience for users has become one of the highest priorities.

The ultra-fast charging network built by Xiaomi, XPeng, and Li Auto is changing people's perception of the pure electric SUV market.

From a global perspective, the "Xiaoxiao-li" trio are not direct competitors. The success of the YU7 further accelerates the shift of consumers from fuel-powered SUVs to pure electric SUVs, benefiting all players in the high-quality new energy vehicle market.

Looking at the century-old market, it's impossible for one company to dominate. Every consumer has unique tastes, so there's no need to worry about the YU7 causing a "devastating" blow to Li Auto. Instead, Li Auto should focus on clearly defining its products, differentiating itself, and adhering to the concept of "creating a mobile home."

The gap between Li Auto and XPeng compared to Xiaomi lies in the ecosystem. Xu Fei once said in a documentary: "We make phones to sell them to users without making a profit," which made him famous overnight. Although it was a joke, it revealed Lei Jun's deep understanding and thinking about business models.

Li Auto can only build a moat similar to Xiaomi's current ecosystem by focusing on smart glasses and robotics and gaining enough user recognition, potentially entering the top five global automakers.

Looking back at the success of the YU7, it simply respected user needs and didn't cut corners. As for the so-called "marketing god" label given to Lei Jun and Xiaomi by outsiders, it's essentially just jealousy-driven criticism and doesn't deserve excessive attention.

The mission of automakers is to make good cars, not to engage in verbal battles with competitors on social media platforms. However, if some competitors are too unreasonable, that's a different story.

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