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Yingbo Zhu

Research Analyst at Citigroup

There is not enough publicly accessible, verifiable information to build a detailed and accurate professional profile for a specific Citigroup analyst named Yingbo Zhu, including their exact title, company coverage, performance track record, career timeline, and regulatory credentials, without risking confusion with other individuals of the same or similar name. To avoid misidentifying the wrong person and attributing incorrect employment history, investment performance, or licenses, a precise LinkedIn profile or comparable official biography would be required. Because that information cannot be reliably accessed or confirmed in this context, any attempt to describe specific companies covered, returns generated, or past employers would be speculative rather than factual. For an accurate profile, it is recommended to consult Citigroup’s official research analyst disclosures, professional databases, or the analyst’s own public profile directly.

Yingbo Zhu's questions to Li Auto (LI) leadership

Question · Q3 2025

Yingbo Zhu asked about Li Auto's expected technology and product progress in 2026, particularly regarding the M100 chip and embodied AI, and the timeline for significant technological or product jumps. Additionally, Zhu inquired about Li Auto's transition challenges from EREV to BEV, seeking more information on technology reserves and supply chain preparation for BEV.

Answer

CEO Xiang Li explained that in 2026, the company will launch an AI system based on internally developed M100 chips, which will transform user experience from passive to automated and proactive. He emphasized that embodied AI will bring unimagined changes by solving key issues. CFO Johnny Tie Li detailed in-house development in electric drive (efficiency, silicon carbide, motor factory), battery systems (ultra-fast charging, 5C batteries mass production in 2026), and electronic control (hardware/software for driving experience), all supporting BEV transition.

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Question · Q3 2025

Yingbo Zhu asked about Li Auto's expected technology and product progress in 2026, the timeline for significant technology or product jumps, and the company's preparations and confidence regarding the transition from EREV to BEV, including technology reserves and supply chain.

Answer

Mr. Xiang Li (Founder, Chairman, and CEO) explained that in 2026, Li Auto will launch an AI system based on internally developed M100 chips, aiming to transform products from passive to proactive machines. He noted that AI system improvements in bottleneck points lead to unforeseen changes over the next decade. He also detailed Li Auto's in-house development in electric drive (efficiency, user experience, full chain capability), battery systems (ultra-fast charging, safety, 5C batteries mass production in 2026), and electronic control systems (driving experience, hardware/software integration, chassis technology).

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