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Tina Hu

Research Analyst at Goldman Sachs

It is not possible to reliably create a detailed professional profile for Tina Hu, an analyst at Goldman Sachs, because the necessary external information, including her exact title, coverage universe, performance metrics, and credentials, cannot be accessed in this environment. Without being able to review her public professional profiles or regulated disclosures, any attempt to specify companies she covers, her historical performance, or licenses held would be speculative and potentially inaccurate. To obtain an accurate picture, a reviewer would need to consult her current LinkedIn profile, Goldman Sachs research biographies, and regulated databases (such as FINRA’s public registration search) directly. Relying on those primary, up-to-date sources is essential for confirming her role, track record, and professional qualifications.

Tina Hu's questions to Li Auto (LI) leadership

Question · Q3 2025

Tina Hu inquired about the progress of Li Auto's in-house developed SOC (System-on-Chip) and operating system, specifically regarding open source initiatives and future development plans.

Answer

CFO Johnny Tie Li explained that in-house designed controller hardware and operating system (Halo OS) have reduced development time and cost. Halo OS has been open-sourced to enable collaborative development with partners, and a technical steering committee was established in September. He also mentioned ongoing development of a vehicle foundation model for physical AI and that the M100 chip, co-designed with the foundation model, is undergoing large-scale system testing for commercial development next year, aiming for three times the performance-to-cost ratio of current high-end chips.

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Question · Q3 2025

Tina Hu inquired about the progress of Li Auto's in-house developed SOC (System-on-Chip) and operating system, specifically regarding open source initiatives and future development plans.

Answer

Mr. Johnny Tie Li (Executive Director and CFO) stated that Li Auto's in-house designed controller hardware and operating system have reduced development time by 40% and lowered costs by 20%. He mentioned the open-sourcing of Halo OS in September, establishing a technical steering committee with OEMs, chip makers, and suppliers for collaborative development. He also noted the development of their own vehicle foundation model for physical AI, focusing on perception, understanding, and response. The M100 chip, co-designed with the foundation model, compiler, and software system, is undergoing large-scale system testing for commercial development next year, aiming for at least three times the performance-to-cost ratio of current high-end chips.

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