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Li Auto on Thursday revised down its delivery outlook for 1Q24, citing lower-than-expected order intake.The electric vehicle manufacturer now anticipates delivering between 76,000 and 78,000 vehicles, a significant reduction from the initial estimate of 100,000 to 103,000 vehicles. Li Auto’s U.S.-listed shares fell over 8% in morning trading.Xiang Li, chairman and CEO of Li Auto, acknowledged operational challenges with Li MEGA and outlined plans to recalibrate the strategy, focusing on core use

3月21日，$理想汽车(LI)$CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。