Dolphin Research
2025.07.30 01:27

Li Auto's i8 Release (Minutes): Can the i8 Redefine Li Auto's Pure Electric Endeavor?

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$Li Auto(LI.US)‘s new pure eletric model i8 was officially launched on the evening of July 29. During the launch event, the price of the i8 was officially announced.

Similar to the Li Auto's hybrid L series, the i8 is available in three versions: Pro/Max/Ultra, priced between 321,800 to 369,800 RMB.

Compared to the pre-sale price on July 17, which was 350,000 to 400,000 RMB, the starting price is nearly 28,000 RMB lower:

1. Specific Pricing and Differences:

The i8 comes standard with dual-chamber air suspension and dual-motor all-wheel drive (total motor power of 300 kWh). The different versions mainly vary in battery capacity, intelligent driving, refrigerator, and rear entertainment screen:

1) Li Auto i8 Pro version priced at 321,800 RMB, with a pure electric CLTC range of 670 km, equipped with Horizon Journey 6M intelligent driving hardware (128 Tops computing power). The Pro version's assisted driving will continue to upgrade, with urban NOA to be launched on the Horizon Journey 6 platform by the end of the year;

2) Li Auto i8 Max version priced at 349,800 RMB, with a pure electric CLTC range of 720 km, equipped with NVIDIA Thor chip for intelligent driving hardware (700 TOPS computing power).

In terms of intelligent driving: VLA will be delivered with the Li Auto i8 in August this year, and all AD MAX owners (including users of older models like the 2022 L9) will simultaneously upgrade to VLA, having their own "personal driver."

The main differences between the i8 Max and the Pro are: a. Stronger intelligent driving: upgraded VLA model + high hardware computing power; B. Upgraded range and battery capacity; C. Equipped with a smart dual-use refrigerator.

3) Li Auto i8 Ultra version priced at 369,800 RMB, with a pure electric CLTC range of 720 km, equipped with the same NVIDIA Thor chip for intelligent driving hardware (700 TOPS computing power), and software upgraded with the VLA large model. The main difference between the i8 Ultra and the i8 Max is the addition of a 21.4-inch ultra-clear rear cabin entertainment screen.

2. Core Competitiveness of Li Auto i8:

From the launch event, it is evident that the Li Auto i8 continues to target family users like the L series, with the main focus on emphasizing the practicality of the i8. Specifically:

1. Reducing wind resistance and energy consumption through 5C supercharging + "yacht-style design" + large battery to address range anxiety

A. Extensive supercharging network, strong energy replenishment advantage: There are 3,000 charging stations and 16,000 charging piles, including over 1,000 high-speed supercharging stations and over 2,000 city supercharging stations. This energy replenishment network is at a good level even before the pure electric models are released in large quantities, mainly to address the range anxiety of pure electric models priced above 300,000 RMB.

B. "Yacht-style" design reduces drag coefficient + energy consumption: The "yacht-style" exterior design achieves a drag coefficient of only 0.218, which is very low among competitors;

C. Large battery: The battery capacity of the Li Auto i8 ranges from 90.1 kWh to 97.9 kWh, with a pure electric range of 670-720 km, which is higher than competing models in the same class.

2. Large space + comfortable handling:

The i8 series comes standard with dual-chamber air suspension and dual-motor all-wheel drive, while emphasizing the advantage of a large 3-row, 6-seat space.

3. Safety:

Li Auto emphasized vehicle safety (excellent crash test performance) + battery safety (battery can withstand 10 days of continuous immersion, freezing at minus 40 degrees + lightning strikes, etc.) + strong aluminum bottom guard plate thickness + anti-pinch protection, etc.;

4. Intelligence:

Intelligence is a key focus of the i8, with Li Auto firmly betting that the second half of the new energy vehicle era is about intelligence. The Li Auto i8 is the first to be equipped with dual Agent intelligences: MindGPT and Li Auto Assistant (digital world) + VLA driver large model (physical world).

Technical Details of the VLA Architecture:

The VLA architecture includes three parts: spatial intelligence (V), language intelligence (L), and behavior strategy (A):

Spatial Intelligence (V): Uses 3D Gaussian self-supervision and global semantic encoding to achieve precise spatial perception. For example, it can accurately drive forward 5 meters according to instructions, laying the foundation for subsequent capabilities.

Language Intelligence (L): Achieves human-like thinking and reasoning through language, analyzes scenes and makes decisions through the COT thinking chain (e.g., determining the need to change lanes to the right to enter a ramp); it can also interact with humans through natural voice, remembering driving preferences (e.g., speed settings for specific road sections).

Behavior Strategy (A): Uses diffusion models and multimodal technology to generate driving trajectories, automatically selecting the optimal route from multiple options.

The VLA model will continuously iterate based on user needs, gradually aligning with the user's driving style, becoming the "personal driver" that understands the user best. It is evident that VLA is a technology architecture closer to human intelligence.

Li Auto's leading position in intelligent driving is still achieved through advantages in data, computing power, and talent. The current VLA model has seen significant improvements in stability, comfort, flexibility, and user interaction capabilities compared to previous models.

Li Auto Assistant:

General artificial intelligence is divided into three levels: the first level is a chatbot, which can only understand and answer questions without follow-up, background understanding, or reasoning capabilities; the second level can think and judge, decompose tasks, and preprocess; the third level is an agent, capable of autonomously understanding goals, arranging work, and using tools to complete tasks. Li Auto Assistant on the i8 has evolved to the agent stage, with core features of autonomous tool use, completing complex tasks, and having exclusive memory.

Dolphin Research's Commentary: From the pricing perspective, the pure electric version of the i8 is priced between 321,800 to 369,800 RMB, which is essentially on par with the pricing of the Li Auto L8 series, starting at 321,800 to 379,800 RMB, achieving price parity between extended-range and pure electric models. Generally, due to the larger battery capacity of pure electric models, the cost is higher than that of extended-range versions. The market expected the pure electric i8 version to be priced above the extended-range L8 version, so the pricing of the i8 pure electric version is better than market expectations.

However, the main shortcomings of the i8 product that consumers are dissatisfied with are: The Pro and Max versions do not come standard with a refrigerator and large color TV at a starting price of over 300,000 RMB (the Pro version's starting price does not include a refrigerator and color TV, and the Max version does not include a color TV), which are features that consumers can directly perceive. Although this differentiation was also used in the L series, the competition in the electric vehicle market is too fierce, especially with Nio's upcoming L90, which will use the "size equality" approach to launch lower-priced pure electric models.

The focus of the Li Auto i8 launch event remains on firmly capturing the family user group, emphasizing practicality through a. addressing user range anxiety (5C supercharging + low drag design + relatively complete supercharging network), B. comfortable handling + large space + high safety; C. leading intelligence advantage: the Li Auto i8 is the first to be equipped with dual Agent intelligences: MindGPT and Li Auto Assistant (digital world) + VLA driver large model (physical world), firmly betting that the second half of the new energy vehicle era is about intelligence.

However, the current large order performance of the i8 is relatively average, the official has not yet announced the large order level, and the specific need to wait for the 24-hour large order list, but Dolphin Research estimates that the stable delivery level of this model may be lower than the market's expected level of 5,000 units. This may still reflect that the competition among car companies is still in the red ocean stage, and at the turning point of intelligent driving has not yet arrived (the maturity of the technology has not yet become the main decision factor for users to buy cars, still in the era of transition from mobile phones to smart devices), users still have a higher demand for extreme cost performance, and Li Auto's brand premium still needs high product strength to support.

Specific Content of the Launch Event:

High-Voltage Pure Electric Platform

We have built a new high-voltage pure electric platform for the Li Auto i8, which consists of three core components: self-developed drive motor, 5C battery, and a nationwide supercharging network, all of which support the core performance and user experience of the vehicle.

Self-Developed Drive Motor:

The original intention of the self-developed drive motor is to pursue lower noise and energy consumption, as existing suppliers cannot meet the demand. By developing silent stator and rotor and transmission systems, the noise at high motor speeds is reduced by 3.5 decibels, completely eliminating motor noise and whistling; at the same time, the self-developed silicon carbide power chip and module, with high efficiency, low loss, and fast heat dissipation, can increase the range by 30 kilometers. To ensure the implementation of the technology, we have built a globally advanced drive motor factory, achieving full-chain self-research and self-manufacturing from chips to modules to motors, striving to be the best in the world.

5C Battery

The 5C battery has been under development since 2021, achieving three core goals: ultra-fast charging, long range, and long life. Its powerful cooling system supports continuous high-power charging, maintaining a charging power of over 300 kilowatts from zero to 80%, charging 500 kilometers in 10 minutes, and fully charging in 15 minutes, faster than fast-charging phones. The battery is available in two versions: 90.1 kWh and 97.8 kWh, with a range of 670 kilometers and 720 kilometers, respectively, for the standard all-wheel-drive model.

In actual range tests, according to the Fifth Ring standard, a model with a displayed range of 632.1 kilometers can still travel 36.3 kilometers after the display shows zero, with a total mileage of 668.4 kilometers, exceeding the same test results of the Model X and Model Y; in daily use, the range easily exceeds 600 kilometers, with city driving requiring charging once a week, and each charge taking less than 15 minutes to meet the demand. In high-speed tests, the all-wheel-drive version with a CLTC range of 719 kilometers traveled 417 kilometers at a speed of 120, exceeding the Model Y; the test average speed was 118 kilometers (GPS), equivalent to a real-world maximum speed of 140-150, with a high-speed range of over 400 kilometers, and a real-world high-speed range of over 500 kilometers, with a short charging time at service areas.

The 5C battery's lifespan is fully guaranteed: after 1,500 full charge and discharge cycles in supercharging mode, the health remains over 80%, and normal use can last for decades. Analysis of some Li Auto Mega users with 30,000 kilometers shows that the battery health of users who frequently supercharge (over 60%) and those who never supercharge is about 98%, completely reassuring for supercharging use.

Supercharging Network

We have built the largest supercharging network in the country, with 3,000 charging stations and 16,000 charging piles, leading the industry in coverage. Among them, there are over 1,000 supercharging stations (an average of 150 kilometers apart on highways) and over 2,000 city stations (covering 256 cities, with an average radius of 3 kilometers in first- and second-tier cities); there are over 16,000 supercharging piles with over 250 kilowatts, twice that of the second place, with Li Auto Mega users averaging less than 15 minutes of charging time.

All charging stations are built on the ground, with good signal and easy to find, with a success rate of nearly 100%; the parking spaces are spacious, with 4 piles for 5 parking spaces on highways and 8 piles for 10 parking spaces in cities, making it easy to park and open doors. The supercharging station details use rounded designs (such as charging piles, screws, etc.) to ensure user safety and prevent children from being scratched. Li Auto i8 owners can also enjoy exclusive services such as reservations and intelligent planning, with an experience superior to gas stations, and higher efficiency and lower costs.

We insist on large-scale self-built charging stations because we are optimistic about artificial intelligence and are already testing automatic charging robots, as various robots will need fully automatic charging stations in the future.

Design Concept

The design of the Li Auto i8 is inspired by yachts, focusing on its three core features: low wind resistance and noise, high cabin utilization, and a 360-degree wide view, aiming to achieve user value.

The Li Auto i8 has a drag coefficient of only 0.18, lower than the new generation Model 3 sedan, resulting in lower energy consumption. In media tests, whether on highways or city roads, the range achievement rate is better than the energy consumption benchmark models. For models with large frontal areas, low wind resistance also means low noise: the Li Auto i8 can achieve the same level of quietness as the "King of Quiet" Mega, with the third row even quieter than the Mega at a speed of 120 kilometers per hour.

The Li Auto i8 has the body size of a standard mid-to-large SUV, with better front visibility, making city driving more convenient. Its interior space, equipped with dual-chamber air suspension, front double wishbone, rear five-link, and 21-inch large wheels, achieves a superior experience through the unique "yacht cabin" design. In terms of visibility, every passenger in the car can enjoy an "unobstructed view," whether looking forward from the second row or backward from the first row, maintaining openness and transparency.

Our design is not for design's sake, but focuses on user value - lower wind resistance, noise, and energy consumption, higher space utilization, and an open view for every passenger, which is the meaning of design.

Redefining SUV

The core of an SUV is a sport utility vehicle, not limited to an off-road vehicle. We hope to create a new era SUV that combines the advantages of off-road vehicles, sedans, and MPVs, setting a new standard for SUVs.

As an Off-Road Vehicle

The Li Auto i8 is an excellent off-road vehicle with three key performances: all models come standard with dual-chamber air suspension, supporting four height adjustments, with a maximum ground clearance of 20 centimeters (exceeding the Li Auto L9), easily passing the shell crater test in professional off-road venues used by models like the Mercedes G and Defender; all models come standard with a four-wheel-drive system (balancing performance and safety), capable of starting on a slope with six adults on a 60-degree slope (using standard tires); excellent off-road capability, immediately switching to an excellent off-road vehicle state after leaving the road.

As a Sedan

The Li Auto i8 achieves sedan-level handling and ease of getting in and out: in challenge tests, at a speed of 130 kilometers per hour during emergency avoidance, with a body rigidity of 49,500 Nm and a low center of gravity design, the handling performance is comparable to the BMW i7 - this is especially rare for a 1.75-meter-high, 2.6-ton SUV with standard silent energy-saving tires; 0-100 km acceleration in 4.5 seconds (on par with the top BMW i7), maintaining about 5 seconds of acceleration even with only 20% battery remaining; the second row has a minimum ground clearance of only 40 centimeters, making getting in and out easier than the BMW i7, without the need for electric pedals, with the option to choose the lowest suspension state for daily driving, providing comfort and convenience.

As an MPV

The Li Auto i8 has the core qualities of a high-quality MPV: equipped with 6 independent seats, with excellent comfort in the second-row zero-gravity seats; the design team (average height over 1.8 meters, including two members close to 1.9 meters) tested and showed that the third-row seat height is 333 millimeters, seat cushion length is 503 millimeters, and width is 544 millimeters, reaching the top level of MPVs, better than over 80% of the second rows of SUVs on the market; when all three rows are in use, the trunk depth is 565 millimeters (the largest among six-seat SUVs), capable of accommodating 2 large 28-inch suitcases + 4 children's backpacks in real scenarios, meeting the needs of a family for a week-long trip, and easily placing large luggage when seating 6 people.

This year, mega home sales tripled, unexpectedly attracting over 30% of single users by 2025. Although it is a 7-seat MPV, users prefer its high-quality private space, spending over 42% of their time in the car daily, achieving comfortable and private scenarios with large table boards and "large living room" mode.

Therefore, considering adding large table boards to the Li Auto i8 to enhance its MPV attributes. The Li Auto i8 combines the advantages of off-road vehicles, sedans, and MPVs, becoming an excellent SUV of the new era.

Safety

Li Auto's investment in safety is unlimited, with no need for budget approval. The safety of the Li Auto i8 is "outrageous," with vehicle safety not relying on parameters but directly looking at crash results - its performance in a collision with an 8-ton truck speaks for itself. The reason we designed the i8 to be so safe is that it carries our family, friends, colleagues, and even ourselves, and we must make the safety of every car extreme.

The i8 is equipped with the longest side curtain airbags among SUVs, providing the most comprehensive airbag protection; the electric door handles can pop out normally in all collisions, even if the vehicle loses power, thanks to the redundant power design ensuring safe opening, unaffected by rain, snow, or cold weather.

In terms of battery safety, the 2022 Li Auto L9 has already met the new national standard for 2025 in advance, while the 2025 i8 challenges higher standards: passing industry-leading ten-day continuous immersion tests (still drivable after being powered and soaked), 0-degree ice water and 50-degree high-temperature alternating impact tests, verifying sealing reliability; still drivable after being frozen at minus 40 degrees for 24 hours and struck by lightning. The Li Auto battery pack is heavier than competing products with the same capacity, with the secret being a thicker aluminum bottom guard plate, and these "abnormal" extreme tests are to provide users with safer protection.

In terms of active safety, the i8 comes standard with lidar, whose core value is not assisted driving but the ability to clearly detect risks 200 meters away in extreme lighting conditions (such as direct high beams at night, unlit accident vehicles), building a solid active safety defense line. In addition, the i8's AES system has evolved, not only preventing collisions with others but also reducing the risk of being hit by other vehicles.

VLA

VLA Large Model

Li Auto began self-developing assisted driving in 2021, and the industry's technical architecture has been continuously iterating over the past five years. With the development of artificial intelligence, last year's end-to-end architecture achieved a breakthrough from rule-based algorithms to AI algorithms, shifting the research and development paradigm from relying on engineer programming to training AI, accelerating the research and development process.

Last year, Li Auto was the first to deliver an end-to-end system, and this year it has been upgraded to the VLA architecture. End-to-end is essentially imitation learning, mechanically imitating driving through human data, struggling to cope with complex new scenarios; while VLA is based on reinforcement learning, learning new knowledge like humans through understanding, memory, communication, and feedback, able to solve problems by analogy.

Three Core Capabilities of the VLA Architecture

The VLA architecture includes three parts: spatial intelligence (V), language intelligence (L), and behavior strategy (A):

Spatial Intelligence (V): Uses 3D Gaussian self-supervision and global semantic encoding to achieve precise spatial perception. For example, it can accurately drive forward 5 meters according to instructions, laying the foundation for subsequent capabilities.

Language Intelligence (L): Achieves human-like thinking and reasoning through language, analyzes scenes and makes decisions through the COT thinking chain (e.g., determining the need to change lanes to the right to enter a ramp); it can also interact with humans through natural voice, remembering driving preferences (e.g., speed settings for specific road sections).

Behavior Strategy (A): Uses diffusion models and multimodal technology to generate driving trajectories, automatically selecting the optimal route from multiple options.

The VLA model will continuously iterate based on user needs, gradually aligning with the user's driving style, becoming the "personal driver" that understands the user best. It is evident that VLA is a technology architecture closer to human intelligence.

Five User Experience Upgrades Brought by the VLA Architecture

The first is defensive driving, with the system having a more thorough understanding and analysis of the scene, able to make decisions and actions in advance, enhancing safety. For example, in the video, the system recognizes that there is a T-junction ahead with a blind spot, so it brakes in advance to prevent collision risks, which is different from systems that only brake when encountering situations, with the core being the reasoning process.

The second is smoother and more comfortable driving, thanks to the upgrade in perception and behavior capabilities, the VLA significantly improves smoothness. In the video, with layered orange C American on the center console, the vehicle does not spill coffee during acceleration, deceleration, turning, overtaking, and other complex actions.

The third is flexible three-point turns, with the actual effect being intuitively visible.

The fourth is that the system can also communicate naturally with users, such as recognizing the exit of an underground parking lot and prompting "about to drive up the slope out of the garage" "about to turn left according to the sign," bringing an experience like communicating with a driver.

The fifth is creating exclusive services for each AD Max owner, continuously optimizing with use, and becoming more in line with user needs.

Core Advantages of Launching VLA

Data Advantage

Human driving data is unevenly distributed (e.g., highways account for over 60%, rural roads less than 1%), and Li Auto improves training effectiveness by adjusting the data ratio to make it more balanced. For scenarios with little original data (such as rural roads, dangerous scenarios), generated data is used to supplement (with a real data ratio of 1:9), simulated by the world model, accurately restoring rain, snow, and other scenarios and dangerous situations, making up for the lack of real vehicle data.

Algorithm Advantage

Simulation Evaluation: In the past, real vehicle testing had long cycles and high costs (18.4 RMB per kilometer), and it was difficult to reproduce complex scenarios. Li Auto uses world model-generated data to replace real vehicle testing with simulation, perfectly replicating problem scenarios and deriving more variants, verifying the model's generalization ability. In the first half of 2024, the evaluation mileage will exceed 40 million kilometers, with a cost of only 0.5 RMB per kilometer, a speed increase of over 50 times, a cost reduction of 35 times, and a comprehensive efficiency improvement of over 1,800 times, which is the core capability for quickly delivering VLA.

Reinforcement Learning: Based on the world model and simulation platform, the model learns "experienced driver" behavior from "novice" through multiple rounds of training. For example, in left-turn scenarios, the model learns to wait for the right opportunity to accelerate through after frequent collisions. Currently, simulation capabilities have been expanded from single scenarios to complete areas (such as a 1-square-kilometer area around Li Auto headquarters), constructing a simulation world with 3D assets, injecting intelligent agents and VLA models to interact, continuously promoting its evolution.

Computing Power

In terms of computing power, inference power and training power are equally important for VLA's reinforcement learning, with scene simulation relying on inference power. Li Auto's inference and training power totals 1.3 billion flops (300 million inference + 1 billion training), approximately equivalent to 30,000 L inference cards and 20,000 H training cards, and will continue to increase investment to meet demand.

Engineering Capability

Last year, the first deployment of a 2.1 billion parameter end-to-end large model on the Orin X chip (using int4 quantization and FP16 optimization); this year, further upgrades, deploying a 4 billion parameter MOE model with int4 quantization and FP8/int8 mixed precision across the platform, achieving cross-platform operation, covering all AD Max models. For chip computing power, through mixed precision quantization, the Ascend series chips reach 1,000 TOPS, with plans to challenge FP4 quantization in the future, aiming to increase to 2,000 TOPS.

Technical Recognition and Iteration Goals

The above core technologies have been organized into papers published at international top academic conferences, recognized by the industry through peer review. Li Auto continues to explore technological breakthroughs from rule-based algorithms to end-to-end and then to VLA: in the rule-based algorithm era, MPI was only 10 kilometers, end-to-end technology increased it to 100 kilometers within a year, and VLA is expected to increase it by another order of magnitude, with current performance already exceeding OTA7.5, showing great potential.

Delivery Plan and User Rights

VLA will be delivered with the Li Auto i8 in August this year, and all AD Max owners (including users of older models like the 2022 L9) will simultaneously upgrade to VLA, having their own "personal driver." In addition, the Pro version's assisted driving will continue to upgrade, with urban NOA to be launched on the Horizon Journey 6 platform by the end of the year, allowing more users to enjoy convenience.

Li Auto Assistant Upgraded to Agent

General artificial intelligence is divided into three levels: the first level is a chatbot, which can only understand and answer questions without follow-up, background understanding, or reasoning capabilities; the second level can think and judge, decompose tasks, and preprocess; the third level is an agent, capable of autonomously understanding goals, arranging work, and using tools to complete tasks. Li Auto Assistant on the i8 has evolved to the agent stage, with core features of autonomous tool use, completing complex tasks, and having exclusive memory.

Practice of Autonomous Tool Use

The Li Auto i8 has hundreds of functions (such as adjusting air conditioning, setting navigation, controlling the vehicle body, etc.), which can be flexibly called by the agent after transformation, far exceeding simple voice queries. For example, in the electric air outlet adjustment function, when the user says "left shoulder is sunburned," "stomach hurts, don't blow," "chest is a bit hot," the agent can link the camera to sense the owner's position, coordinate the air conditioning control algorithm and electric adjustment, and accurately adjust the air outlet direction and air volume; the magic wiper function can handle scenarios where foreign objects are solidified on the windshield, activating a strong cleaning mode (soaking first and then cleaning). In addition, for external wake-up safety, through cabin external suppression model optimization and visual algorithms, it will be upgraded to 120DB suppression effect soon, avoiding false wake-ups.

Efficient Handling of Complex Tasks

The Li Auto Assistant agent can handle complex tasks, in addition to the task master familiar to the owner, it can also link mobile application mini-programs (originally designed for touch, cumbersome to operate). Based on the Alipay mini-program, a new ordering scenario in cooperation with Meituan has been added: when the user speaks a complex menu (such as a series of dishes), the agent can autonomously call the Meituan tool, understand the page, click buttons, and complete the order for in-store pickup, supporting ordering while viewing the map, with many merchants and fast speed. Its advantage lies in delving into the front-end code, quickly achieving goals by combining user intentions, relying on high model reasoning and memory capabilities, which cannot be achieved by rule-based coding.

In higher-frequency just-needed scenarios such as parking lot payment, the agent performs outstandingly: calling the external camera to recognize the payment QR code, judging its validity, automatically filling in the license plate number and selecting coupons based on memory, the user only needs to say "help me pay for parking," and the payment is completed without needing to scan with a phone. In this process, the agent learns to split steps through training (completing them autonomously or confirming with the owner), leaving the complexity to itself and retaining a simple and elegant experience for the user, making it difficult to replace once used.

Autonomous Tool Creation and Exclusive Memory

The Li Auto Assistant agent on the i8 has coding capabilities, able to autonomously generate tools (such as news cards, mini-games, etc.) through the "Desktop Master," with a single command from the user triggering the entire process of requirement clarification, solution design, and code generation, supporting debugging and desktop addition.

Relying on face ID and family account systems, the agent can recognize users and family members, automatically adjust settings, and remember exclusive information (such as nicknames for places like "old place" and "friend's house"), with memory transferable across terminals, such as recommending content based on user needs when planning trips. Memory is protected by face ID and voiceprint, visible only to the user, applicable to hundreds of tool scenarios and complex tasks, making car use more convenient through reasoning. Memory supports cross-terminal transfer, and users can also play with interactions in their hometown dialect and other fun uses.

The Li Auto Assistant agent can record beautiful and surprising moments in life, converting shared content into memory, which can be awakened at any time, even preserving simple words from children. For example, it will actively inquire about the progress of discussions mentioned by the user, showing thoughtfulness.

This agent is continuously upgraded based on mind GPT, with inference speed reaching 200 tokens/second in August, achieving long-term thinking and other capabilities in October, reducing voice delay to 500 milliseconds, and opening to all users within the year.

The agent is currently in the 1.0 stage, and will improve skills, connect more services, and solve demand and supply issues in the future. It can save users time and effort, create surprises, accompany family growth, and practice the concept of "creating a mobile home, creating a happy home."

To distinguish between digital and physical world agents, the VLA large model is named "Xiao Li Master," with life affairs handled by Li Auto Assistant and assisted driving by Xiao Li Master. Li Auto invests 55% in artificial intelligence research and development, covering multiple fields, and is worth the investment based on performance.

Price

The Li Auto i8 offers 5 exterior colors (3 standard (black, silver, white) + 2 optional (Xiaoxiang gray, sky blue), 20 (standard) / 21-inch wheels (21-inch range is consistent with 20-inch), and 3 interior colors are free. Versions are divided into pro, max, ultra:

  • Pro version: 321,800 RMB, dual-motor all-wheel drive (4.5 seconds to 100 km/h), 90 kWh 5C battery (range 670 km), standard with full aluminum suspension, dual-gun magic carpet air suspension, CDC, 6-seat comfort seats, AD pro (lidar + hook 6M chip), etc., with first-sale rights including 2-row comfort package, charging pile, and 2,000 kWh free charging, with a total value of over 33,900 RMB.
  • Max version: 349,800 RMB, 97.8 kWh battery (range 720 km), standard with AD max, VLA large model (lifetime free), refrigerator, with first-sale rights over 51,900 RMB.
  • Ultra version: 369,800 RMB, standard with 21.4-inch rear cabin entertainment screen, 22-speaker panoramic sound system, 8 million pixel streaming media rearview mirror, with first-sale rights same as max version.

Repeat customers enjoy a 10,000 RMB discount, and Li Auto ONE first-time owners' rights apply. The i8 will be delivered on August 20, with AI agent capabilities provided simultaneously, produced according to orders without futures delivery.

Brand Strategy

In terms of brand, Li Auto has gone through three stages: from Li Auto ONE "product is brand," to L series "user positioning is brand" (family users), and now entering the third stage. Relying on over 1.36 million users and pure electric product layout, the brand upgrade direction is "meeting family users, attracting more demand users," with the commonality being "everyone needs high-quality private space." The new value proposition is "private space, intimate relationships, creating a happy experience," practicing the mission of "creating a mobile home, creating a happy home."

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