Exec Reveals How Li Auto Plans to Achieve 800,000 Car Sales in 2024
Exec Reveals How Li Auto Plans to Achieve 800,000 Car Sales in 2024
Li Auto is aiming to sell at least 400,000 units of its three existing models in 2024, with a new EREV Li L6 selling 30,000 units a month and the Li Mega MPV selling 8,000 units a month. It will launch three new BEV models in the second half of the year.
理想汽车的目标是在2024年售出其三款现有车型中的至少40万辆，新款EREV Li L6每月销售3万辆，Li Mega MPV每月销售8,000辆。它将在下半年推出三款新的电动汽车车型。
(Image credit: CnEVPost)
（图片来源：cnevPost）
Li Auto's CEO said earlier this month that the company will challenge annual deliveries of 800,000 units and monthly deliveries of 100,000 units in 2024.
理想汽车首席执行官本月早些时候表示，该公司将在2024年挑战80万辆的年交付量和10万辆的月交付量。
The aggressive target implies a roughly 110 percent increase, considering Li Auto delivered 376,030 vehicles in all of 2023, sparking a lot of discussion. Now, one of the company's executives has revealed how it will achieve those goals.
考虑到理想汽车在2023年全年交付了376,030辆汽车，激进的目标意味着增长约110％，引发了很多讨论。现在，该公司的一位高管已经透露了它将如何实现这些目标。
Annual sales of 800,000 vehicles is the goal Li Auto is challenging, and none of China's new car-making forces have yet reached that level, its senior vice president Zou Liangjun said in a January 12 interview with local media, according to The Paper.
据《报纸》报道，利奥汽车高级副总裁邹良军在1月12日接受当地媒体采访时表示，理想汽车的年销量为80万辆汽车是具有挑战性的目标，而中国的新汽车制造力量尚未达到这个水平。
China's annual car sales average more than 20 million units, contributing one-third of the world's total, so Li Auto has a chance to reach its goal, he said.
他说，中国汽车年销量平均超过2000万辆，占全球总量的三分之一，因此理想汽车有机会实现其目标。
Under the 800,000-unit annual sales target, Zou provided a more detailed model-specific target.
在80万辆的年销量目标下，邹提供了更详细的特定车型目标。
Li Auto's mainstays are the Li L7, Li L8, and Li L9 on sale, which are about to see 2024 model year refreshes so as to remain competitive, said.
他说，理想汽车的支柱是正在销售的Li L7、Li L8和Li L9，它们将在2024年更新车型，以保持竞争力。
"We will work hard to ensure that these three models do not decline in market share. They sold 376,000 units in 2023, and the Li L7, Li L8, and Li L9 should sell at least 400,000 units in 2024," Zou said.
“我们将努力确保这三种模式的市场份额不会下降。他们在2023年售出了37.6万辆，而Li L7、Li L8和Li L9在2024年应售出至少40万辆，” 邹说。
The three models Li Auto is currently selling are extended-range electric vehicles (EREVs), which are essentially plug-in hybrids. The company plans to launch and begin delivering its first battery electric vehicle (BEV), the Li Mega MPV (Multi-Purpose Vehicle), in March.
理想汽车目前销售的三款车型是增程式电动汽车（EREV），它们本质上是插电式混合动力车。该公司计划在三月份推出并开始交付其首款电池电动汽车（BEV），即Li Mega MPV（多用途汽车）。
On January 11, Li Auto said it would update its L-series models with new configurations, and that 2024 models would be released and deliveries would begin in March.
1月11日，理想汽车表示将使用新配置更新其L系列车型，2024款车型将于3月发布和交付。
Zou also said in the interview that there is a serious shortage of BEVs in China with prices above RMB 500,000 yuan ($69,740).
邹在接受采访时还表示，价格超过50万元人民币（合69,740美元）的中国电动汽车严重短缺。
The Li Mega will have to challenge monthly sales of 8,000 units when it goes on sale, Zou said.
邹说，Li Mega在发售时将不得不挑战8,000台的月销量。
Li Auto began pre-sales of the Li Mega on November 17, the first day of the Guangzhou auto show, and hinted that it would be priced between RMB 500,000 yuan and 600,000 yuan.
理想汽车于11月17日，即广州车展的第一天，开始预售Li Mega，并暗示其售价将在人民币50万元至60万元人民币之间。
This will be a big year for Li Auto's products, with its first sub-RMB 300,000 model, the Li L6, going on sale in April, Zou said.
邹说，对于理想汽车的产品来说，今年将是重要的一年，其首款低于30万元人民币的车型——Li L6将于4月上市。
The market space for models in the RMB 200,000 to RMB 300,000 price range is twice as large as that for models priced above RMB 300,000, Zou noted.
邹指出，20万至30万元人民币价格区间的车型的市场空间是价格在30万元人民币以上的车型的两倍。
The market is also more competitive, with Tesla's (NASDAQ: TSLA) Model Y, for example, selling 40,000-50,000 units a month in China, he said.
他说，市场竞争也更激烈，例如，特斯拉（纳斯达克股票代码：TSLA）的Model Y在中国每月的销量为4万至5万辆。
The Li L6 aims to challenge monthly sales of 30,000 units, Zou said, adding that Li Auto will launch three BEV models based on the high-voltage platform in the second half of the year.
邹说，Li L6的目标是挑战3万辆的月销量，并补充说，理想汽车将在下半年推出三款基于高压平台的电动汽车车型。
Zou's words corroborate an earlier report on the Li L6, but mention a higher target.
邹的话证实了早些时候关于Li L6的报道，但提到了更高的目标。
On January 5, local media outlet LatePost, citing a source close to Li Auto, reported that the company intends to move up the launch of the Li L6, a five-seat EREV SUV originally scheduled for June, to early April.
1月5日，当地媒体LatePost援引接近理想汽车的消息人士的话报道说，该公司打算将原定于6月推出的五座电动汽车SUV李L6推迟至4月初。
The move is to counter competition from Huawei-backed Aito's new M7, the source said, adding that Li Auto expects sales of the Li L6 to be 20,000 units per month.
消息人士称，此举是为了对抗来自华为支持的Aito的新款M7的竞争，并补充说，理想汽车预计Li L6的月销量将达到20,000辆。
In order to achieve the sales target, which is seen as "mission impossible" by outsiders, Zou, a former Huawei executive, brought the management model of the phone business to Li Auto, which manages its product inventory on a day-to-day basis, The Paper's report said.
该报的报道称，为了实现被局外人视为 “不可能完成的任务” 的销售目标，前华为高管邹将电话业务的管理模式带给了理想汽车，后者负责日常管理产品库存。
Zou believes that the biggest risk to a business is inventory, while the inventory factor of traditional automotive companies is calculated on average on a monthly basis, and many disappeared manufacturing companies were consumed by inventory that drained cash flow and profits, the Paper noted.
该报指出，邹认为，企业面临的最大风险是库存，而传统汽车公司的库存系数是按月平均计算的，许多消失的制造企业被库存所消耗，这些库存消耗了现金流和利润。
Li Auto's requirement for its teams is that the delivery of a vehicle from the time a customer places a deposit to the time it is delivered must be completed within seven days, according to the report.
报告称，Li Auto对其团队的要求是，从客户存款到交付车辆的交付必须在七天内完成。
The average number of days to ship a vehicle out of the Changzhou factory is 3-4 days, leaving 1-2 days to complete all delivery work, the report noted.
报告指出，将车辆运出常州工厂的平均天数为3-4天，剩下1-2天才能完成所有交付工作。
"We have studied and borrowed management lessons from the phone industry, which essentially means making it more efficient," Zou said.
邹说：“我们研究并借鉴了电话行业的管理经验，这本质上意味着提高其效率。”
Li Auto's number of direct sales stores increases from 288 to 467 in 2023. The company plans to significantly increase the number of sales stores to support volume growth.
理想汽车的直销门店数量从288家增加到2023年的467家。该公司计划大幅增加销售门店的数量，以支持销量增长。
To support the 800,000-unit sales target, Li Auto stores will expand to 800 by the end of 2024, averaging one new store a day, Zou said.
邹说，为了支持80万辆的销售目标，到2024年底，理想汽车的门店将扩大到800家，平均每天新开一家门店。
($1 = RMB 7.1696)
($1 = 人民币 7.1696)
Nio gives over 230,000 sales forecasts for 2024 to supply chain, Xpeng 280,000, Li Auto 800,000, report says
报告称，蔚来汽车对供应链的2024年销售额超过23万份预测，小鹏汽车28万辆，理想汽车80万辆