<p>李想汽车在一次战略会议上承认其行动放缓，计划加快产品发布节奏并扩大海外市场的努力。
李想汽车还承认低估了小米，意外地在中国汽车市场面临由于 YU7 SUV 强劲销售表现而加剧的竞争。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111913205583.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111913205583.jpg"/></p>
<p>（文件照片显示一辆李想 L6。图片来源：CnEVPost）</p>
<p>李想汽车（NASDAQ: LI，HKG: 2015）在过去一年中从强劲销售转向疲软销售，于十月中旬举行了一次为期三天的闭门战略会议，以反思销售、研发和产品问题的下降，今日当地媒体 36Kr 报道。</p>
<p>会议后，公司决定调整其车型阵容、产品战略和研发方法，加强海外市场扩展，并增加对人工智能的投资，报道指出。</p>
<p>李想汽车得出结论，之前四年的主要车型平台迭代周期已无法满足当前的竞争压力，因此将这一周期缩短至两年。</p>
<p>加入我们在 Telegram 或 Google News</p>
<p>关于产品设计和研发，公司决定增强未来车型之间的差异化，更加依赖设计语言来区分它们。</p>
<p>这表明李想汽车可能会放弃其家族式产品设计方法，即一个平台决定一种美学，从而允许不同车型之间有更大的外观变化，36Kr 指出。</p>
<p>公司还承认低估了小米（HKG: 1810，OTCMKTS: XIACY），由于小米的 YU7 SUV 强劲的销售意外加剧了中国汽车市场的竞争，报道指出。</p>
<p>李想汽车的研发部门正在考虑建立一个独立的系统，类似于小米电动车最近成立的架构部门，以进行更多的产品创新，报道指出。</p>
<p>公司还重新评估了其海外扩展战略，决定增加国际关注。</p>
<p>在两年前的战略会议上，李想汽车确定海外市场扩展在相对较长的一段时间内不会成为战略优先事项。</p>
<p>当时公司认为，认真考虑海外扩展可能要等到 2028 年之后，届时海外供应主要依赖平行车辆出口。</p>
<p>在今年的战略会议上，李想汽车反思其最大错误是延迟全面的海外扩展。现在将加速其正式的海外部署节奏，36Kr 报道指出。</p>
<p>李想汽车之前依赖平行出口到俄罗斯、中东和中亚等市场，月出口量最高达到 4000 辆。</p>
<p>然而，自今年年初以来，俄罗斯和许多中亚国家出台了限制政策，消除了中国平行出口的低关税清关成本优势，36Kr 报道指出。</p>
<p>李想汽车对海外市场的平行出口现已降至每月几百辆，报道指出。</p>
<p>此外，中国当局正在打击以二手车名义出口新车，这可能完全切断李想汽车的平行出口渠道，报道指出。</p>
<p>李想汽车在 2021 年成立了一个 30 人的团队，专门负责海外市场推广和战略分析，但该团队在 2022 年初被重新分配到国内业务。</p>
<p>李想汽车的海外战略在过去几年中一直不一致。</p>
<p>其创始人、董事长兼首席执行官李想在 2023 年表示，李想汽车在 2025 年前不会扩展到海外市场。然而，在 2024 年 2 月，公司宣布计划通过直接销售模式扩展海外，直到 5 月才转向部分经销商销售模式。</p>
<p>今年，李想汽车已优先考虑进入中东、中亚和欧洲市场，上个月在乌兹别克斯坦开设了首个海外零售中心。</p>
<p>李想汽车在 10 月 14 日宣布，所有计划于 2026 年发布的新车型将符合海外市场的法规。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111107025369-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111107025369-768x432.jpg"/></p>
<p>李想汽车 10 月交付情况：增程电动车持续大幅下滑，电动 SUV 开始回暖</p>
<p>李想汽车的四款增程电动车型的月交付量均下降超过 60%，而 i6 和 i8 在 10 月的交付量接近 6000 辆。</p>

理想汽车

理想汽车-W

<p>理想汽车计划加快产品发布并扩大海外市场的存在，承认过去的战略延误。该公司旨在将其车辆平台的迭代周期从四年缩短至两年，并增强车型差异化。理想汽车还计划增加对人工智能的投资，并建立独立的研发体系。该公司将从平行出口转向更直接的海外销售方式，重点关注中东、中亚和欧洲。此战略转变是在小米竞争加剧和国内销售下滑的背景下进行的</p>

<blockquote>
<ul>
<li>Li Auto acknowledged its slowdown in action during a strategic meeting, planning to speed up its product release pace and expand its overseas market efforts.</li>
<li>Li Auto also admitted underestimating Xiaomi, unexpectedly facing heightened competition in China's auto market due to the YU7 SUV's strong sales performance.</li>
</ul>
</blockquote>
<div class="lb-trans"><p>李想汽车在一次战略会议上承认其行动放缓，计划加快产品发布节奏并扩大海外市场的努力。
李想汽车还承认低估了小米，意外地在中国汽车市场面临由于 YU7 SUV 强劲销售表现而加剧的竞争。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111913205583.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111913205583.jpg"/></p>
<p>(File photo shows a Li L6. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（文件照片显示一辆李想 L6。图片来源：CnEVPost）</p>
</div><p>Li Auto (NASDAQ: LI, HKG: 2015) -- which shifted from robust to sluggish sales over the past year -- held a three-day closed-door strategy meeting in mid-October to reflect on declining sales, R&amp;D, and product issues, according to a report today by local media outlet 36Kr.</p>
<div class="lb-trans"><p>李想汽车（NASDAQ: LI，HKG: 2015）在过去一年中从强劲销售转向疲软销售，于十月中旬举行了一次为期三天的闭门战略会议，以反思销售、研发和产品问题的下降，今日当地媒体 36Kr 报道。</p>
</div><p>Following the meeting, the company decided to adjust its vehicle lineup, product strategy, and R&amp;D approach, intensify overseas market expansion, and increase investment in AI, the report said.</p>
<div class="lb-trans"><p>会议后，公司决定调整其车型阵容、产品战略和研发方法，加强海外市场扩展，并增加对人工智能的投资，报道指出。</p>
</div><p>Li Auto concluded that its previous four-year cycle for major vehicle platform iterations is no longer sufficient to meet current competitive pressures, thus shortening this cycle to two years.</p>
<div class="lb-trans"><p>李想汽车得出结论，之前四年的主要车型平台迭代周期已无法满足当前的竞争压力，因此将这一周期缩短至两年。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们在 Telegram 或 Google News</p>
</div><p>Regarding product design and R&amp;D, the company has decided to enhance differentiation among future models, relying more on design language to distinguish them.</p>
<div class="lb-trans"><p>关于产品设计和研发，公司决定增强未来车型之间的差异化，更加依赖设计语言来区分它们。</p>
</div><p>This suggests Li Auto may abandon its family-style product design approach, where one platform dictates one aesthetic, allowing greater exterior variation across different models, 36Kr noted.</p>
<div class="lb-trans"><p>这表明李想汽车可能会放弃其家族式产品设计方法，即一个平台决定一种美学，从而允许不同车型之间有更大的外观变化，36Kr 指出。</p>
</div><p>The company also acknowledged underestimating Xiaomi (HKG: 1810, OTCMKTS: XIACY), as the strong sales of Xiaomi's YU7 SUV unexpectedly intensified competition in China's automotive market, according to the report.</p>
<div class="lb-trans"><p>公司还承认低估了小米（HKG: 1810，OTCMKTS: XIACY），由于小米的 YU7 SUV 强劲的销售意外加剧了中国汽车市场的竞争，报道指出。</p>
</div><p>Li Auto's R&amp;D department is considering establishing an independent system, similar to the architecture division recently formed by Xiaomi EV, to engage in more product innovation, the report said</p>
<div class="lb-trans"><p>李想汽车的研发部门正在考虑建立一个独立的系统，类似于小米电动车最近成立的架构部门，以进行更多的产品创新，报道指出。</p>
</div><p>The company has also reevaluated its overseas expansion strategy, deciding to increase its international focus.</p>
<div class="lb-trans"><p>公司还重新评估了其海外扩展战略，决定增加国际关注。</p>
</div><p>At strategic meetings two years ago, Li Auto determined that overseas market expansion would not be a strategic priority for a relatively long period.</p>
<div class="lb-trans"><p>在两年前的战略会议上，李想汽车确定海外市场扩展在相对较长的一段时间内不会成为战略优先事项。</p>
</div><p>The company believed at the time that serious consideration of overseas expansion might not occur until after 2028, with overseas supply primarily relying on parallel vehicle exports until then.</p>
<div class="lb-trans"><p>当时公司认为，认真考虑海外扩展可能要等到 2028 年之后，届时海外供应主要依赖平行车辆出口。</p>
</div><p>At this year's strategy meeting, Li Auto reflected that its biggest mistake was delaying full-scale overseas expansion. It will now accelerate its official overseas deployment pace, according to 36Kr.</p>
<div class="lb-trans"><p>在今年的战略会议上，李想汽车反思其最大错误是延迟全面的海外扩展。现在将加速其正式的海外部署节奏，36Kr 报道指出。</p>
</div><p>Li Auto previously relied on parallel exports to markets like Russia, the Middle East, and Central Asia, with monthly exports peaking at 4,000 units.</p>
<div class="lb-trans"><p>李想汽车之前依赖平行出口到俄罗斯、中东和中亚等市场，月出口量最高达到 4000 辆。</p>
</div><p>However, since the start of this year, Russia and many Central Asian countries have introduced restrictive policies, eliminating the low customs clearance cost advantage for Chinese parallel exports, the 36Kr report stated.</p>
<div class="lb-trans"><p>然而，自今年年初以来，俄罗斯和许多中亚国家出台了限制政策，消除了中国平行出口的低关税清关成本优势，36Kr 报道指出。</p>
</div><p>Li Auto's parallel exports to overseas markets have now dropped to several hundred vehicles per month, according to the report.</p>
<div class="lb-trans"><p>李想汽车对海外市场的平行出口现已降至每月几百辆，报道指出。</p>
</div><p>Additionally, Chinese authorities are cracking down on the export of new vehicles disguised as used cars, which could completely sever Li Auto's parallel export channels, the report noted.</p>
<div class="lb-trans"><p>此外，中国当局正在打击以二手车名义出口新车，这可能完全切断李想汽车的平行出口渠道，报道指出。</p>
</div><p>Li Auto established a 30-person team in 2021 dedicated to overseas market promotion and strategic analysis, but this team was reassigned to domestic operations by early 2022.</p>
<div class="lb-trans"><p>李想汽车在 2021 年成立了一个 30 人的团队，专门负责海外市场推广和战略分析，但该团队在 2022 年初被重新分配到国内业务。</p>
</div><p>Li Auto's overseas strategy has remained inconsistent over the past few years.</p>
<div class="lb-trans"><p>李想汽车的海外战略在过去几年中一直不一致。</p>
</div><p>Its founder, chairman, and CEO Li Xiang said in 2023 that Li Auto would not expand into overseas markets before 2025. However, in February 2024, the company announced plans to expand overseas through a direct sales model, only to shift to a partially dealer-based sales approach by May.</p>
<div class="lb-trans"><p>其创始人、董事长兼首席执行官李想在 2023 年表示，李想汽车在 2025 年前不会扩展到海外市场。然而，在 2024 年 2 月，公司宣布计划通过直接销售模式扩展海外，直到 5 月才转向部分经销商销售模式。</p>
</div><p>This year, Li Auto has prioritized expanding into the Middle East, Central Asia, and Europe, opening its first overseas retail center in Uzbekistan last month.</p>
<div class="lb-trans"><p>今年，李想汽车已优先考虑进入中东、中亚和欧洲市场，上个月在乌兹别克斯坦开设了首个海外零售中心。</p>
</div><p>Li Auto announced on October 14 that all new models scheduled for release in 2026 will comply with overseas market regulations.</p>
<div class="lb-trans"><p>李想汽车在 10 月 14 日宣布，所有计划于 2026 年发布的新车型将符合海外市场的法规。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111107025369-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2025/11/2025111107025369-768x432.jpg"/></p>
<p>Li Auto Oct deliveries breakdown: EREVs continue steep decline, electric SUVs pick up momentum</p>
<div class="lb-trans"><p>李想汽车 10 月交付情况：增程电动车持续大幅下滑，电动 SUV 开始回暖</p>
</div><p>All four of Li Auto's EREV models saw monthly deliveries plummet over 60 percent, while the i6 and i8 each delivered nearly 6,000 units in October.</p>
<div class="lb-trans"><p>李想汽车的四款增程电动车型的月交付量均下降超过 60%，而 i6 和 i8 在 10 月的交付量接近 6000 辆。</p>
</div>

Li Auto plans faster product launches and greater focus on overseas markets in strategy shift, report says

- 理想汽车在战略会议上承认销售放缓，计划加快产品发布和海外市场扩展。  
- 公司承认低估小米，因其 YU7 SUV 强劲销售加剧竞争。  
- 理想汽车将缩短主要车型平台迭代周期至两年，以应对竞争压力。  

据报告显示，理想汽车在战略调整中计划加快产品推出速度，并更加专注于海外市场