2024年10月29日，理想汽车通知部分新一代理想 MEGA 准车主，原定搭载宁德时代电池的订单无法按约交付，原因被指为“宁德时代电池没了” 1。受影响的订单主要涉及在 9 月 7 日 15 时前下定并锁单、且配置为宁德时代 5C 三元锂电池的用户 1。针对这一变动，理想方面提供了两种解决方案供用户选择：一是接受更换为自研“连山”电池，并获赠价值 3500 元的权益；二是选择退车，除退还 5000 元定金外，还将依据合同违约条款额外赔偿 5000 元 1。
尽管外界有猜测认为此举源于双方合作关系破裂，但理想汽车援引总裁马东辉在 PowerDay 活动上的表态进行回应，强调公司研发策略一直是“既坚持顶层的设计，核心技术深度自研，又保持与优秀合作伙伴的深度合作” 1。事实上，理想此前已宣布从 9 月 7 日 15:00 及之后锁单的用户将切换为理想自研 5C 三元锂电池，预计 11 月起开始交付 1。此外，理想于 10 月 20 日发布了自研连山电池保障计划，涵盖电池不自燃终身保障以及碰撞不起火终身保障两项核心内容 1。
Li Auto has notified a subset of prospective buyers of the next-generation MEGA model that their orders, originally scheduled to feature batteries from Contemporary Amperex Technology Co. Limited (CATL), cannot be delivered as agreed due to a shortage described internally as "no more CATL batteries" 1. The affected transactions specifically involve customers who placed and locked in orders before 3:00 PM on September 7, 2024, for units equipped with CATL’s 5C ternary lithium batteries 1. To address this disruption, the automaker presented two distinct remedies: customers may opt to switch to Li Auto’s proprietary "Lianshan" battery and receive benefits worth 3,500 yuan, or they may choose to return the vehicle and receive both a refund of the 5,000 yuan deposit and an additional compensation payment of 5,000 yuan per contract violation terms 1.
While some user speculation suggested a breakdown in relations between Li Auto and CATL, the company cited President Ma Donghui’s remarks at PowerDay regarding their research strategy to clarify the situation 1. Ma emphasized that Li Auto maintains a policy of pursuing deep self-research of core technologies while sustaining close cooperation with excellent partners 1. This adjustment aligns with prior announcements indicating that Li Auto would gradually transition to self-developed batteries; specifically, the company revealed on October 20 its "Lianshan Battery Guarantee Plan," which includes lifetime warranties against spontaneous combustion and ignition during collisions 1. Furthermore, Li Auto had previously stated that users locking in orders from 3:00 PM on September 7 onward would be switched to the self-developed 5C ternary lithium batteries, with deliveries expected to commence in November 1.
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