$LEAPMOTOR(09863.HK)$LI AUTO-W(02015.HK)Just as the boss said, I'll also share my thoughts😁.
From a product perspective, Li Auto has no major issues. The main problem lies in the resistance to elevating the brand's image, and its brand-building capability is far inferior to Nio's, possibly even lagging behind XPeng in the past year. Moreover, it lacks a distinctive moat. The family-oriented label, which was once a driving force behind Li Auto's success, has now become a burden to its further development. Leapmotor's overall brand image, compared to other automakers, has the "advantage" of not yet forming a relatively consistent and solidified reputation. It's great to see Leapmotor quickly launching models like the lafa5 and D19, which have styles different from before, to expand its vehicle style range. But let's not forget, Leapmotor's first car, the S01, despite its various issues and being very ugly, was indeed a two-door coupe.
The real issue is not whether the K-line looks good, but whether there are risks in the fundamentals. What about i6? I'm hesitant because I'm not sure if it's worth investing more money. Is it necessary to take the risk of increasing my position from a relatively small one to a large one? After all, funds are limited, and there are many options available. $LI AUTO-W(02015.HK) My current thought is to hold my current position without making any changes. Over twenty thousand shares. It feels about right.
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