加微信，进群深度交流理想长期基本面。不是车友群。 来源： 北北自律机 25年06月07日星期六 理想超充 3 新增。 超充建成数：2424→2427座 ———————————————————— 基于i8发布日期 2500+座目标 新增数进度值：90.17%→90.56% i8发布剩余54天（按7月31假 设） i8发布剩余时间进度值：74.41% 需每日 1.35 座，达到 i8发布 目标值 基于2025年底 4000+座目标 今年新增数进度值：30.66%→30.80% 今年剩余207天今年时间进度值：43.29% 需每日 7.60 座，达到年底目标值 【附】3 座新增建成 海南省 琼海市 琼海高铁站停车场 为城市枢纽4C站，规格：4C × 6 福建省 泉州市 泉州丰泽刺桐北拓 为城市4C站，规格：4C × 8 浙江省 杭州市 杭州千岛湖诺富特酒店 为城市景区4C站，规格：4C × 6 ...

Core Viewpoint - The article discusses the advancements in the AD Max driver agent product, focusing on its capabilities in closed park and underground garage scenarios, emphasizing multi-modal information integration for decision-making. Group 1: Product Definition and Capabilities - The AD Max driver agent has achieved full model-based trajectory output, differing significantly from previous AVP product experiences, providing a driving experience that closely resembles that of human drivers in specific environments [1] - The agent can understand road signs and engage in voice interactions, utilizing both local multi-modal LLM for simple commands and cloud-based large-scale LLM for complex instructions [1][2] - The agent builds associative points rather than precise maps, allowing it to navigate based on general driving structures, similar to human behavior in underground garages [2] Group 2: Perception and Reasoning Abilities - The AD Max agent integrates data from various sensors, including cameras and LiDAR, to achieve comprehensive environmental perception capabilities [2] - The agent demonstrates the ability to remember associative points, enabling it to navigate without needing to roam through the area again, and can adapt if the memory is incorrect [3] Group 3: Industry Comparison - The AD Max driver agent and NIO AD's NWM are highlighted as the only two applications currently integrating multi-modal perception information into a single model for complex reasoning [3]

理想实时语音对话大模型MindGPT-4o-Audio上线，作为全模态基座模型MindGPT-4o的预览preview版 本，MindGPT-4o-Audio是一款全双工、低延迟的语音端到端模型，可实现像人类一样"边听边说"的自 然对话，并在语音知识问答、多角色高表现力语音生成、多样风格控制、外部工具调用等方面表现突 出，达到了媲美人人对话的自然交互水平。 核心功能 目前，基于MindGPT-4o-Audio的理想同学已在理想车机及理想同学手机App全量上线。 1. 模型能力 1.1 整体算法方案 MindGPT-4o-Audio是一款级联式的语音端到端大模型，我们提出了感知-理解-生成的一体化端到端流式 生成架构实现全双工、低延迟的语音对话。其中： 在各项权威音频基准测试以及语言理解、逻辑推理、指令遵循等语言理解任务上，MindGPT-4o-Audio 已达到行业领先水平，在语音交互评测基准VoiceBench多类评测中均显著领先行业领先的同类模型。此 外，我们实验发现，业内主流的语音端到端模型一般会在提升语音交互能力的同时，造成语言交互能力 的大幅下降，MindGPT-4o-Audio通过训练策略的优化保 ...

基于i8发布日期 2500+座目标 新增数进度值：89.65%→90.17% i8发布剩余55天（按7月31假设） i8发布剩余时间进度值：73.93% 需每日 1.38 座，达到 i8发布 目标值 基于2025年底4000+座目标 今年新增数进度值：30.49%→30.66% 今年剩余208天 今年时间进度值：43.01% 需每日 7.58 座， 达到年底目标值 【附】4 座新增建成 广东省 汕尾市 汕尾豪通车行北侧停车场 为城市4C站， 规格：4C × 6 山东省 济南市 济南槐荫汽车西站整备基地 为城市4C站，规格：4C × 6 天津市 东丽区 天津海月道 为城市4C站，规格：4C × 6 浙江省 宁波市 宁波新府银座 为城市4C 站，规格：4C × 8 加微信，进群深度交流理想长期基本面。不是车友群。 来源： 北北自律机 25年06月06日星期五 理想超充 4 新增。 超充建成数：2420→2424座 ———————————————————— ...

Core Viewpoint - The article discusses the research conducted by Li Auto on SiC (Silicon Carbide) chips, emphasizing the importance of rigorous testing methods to ensure the reliability of these chips in electric vehicles [2][3]. Group 1: Research and Development - Li Auto has developed its own SiC chips, which are crucial for handling high voltage and current in electric vehicles [2]. - The company identified a specific type of "problem chip" that poses a risk of sudden failure under harsh working conditions, which current industry standards fail to detect [2][3]. Group 2: Testing Methodology - The article highlights the UIS (Unclamped Inductive Switching) test, which simulates extreme conditions to verify the chip's ability to withstand energy surges [3]. - Results from UIS testing showed a significantly higher failure rate for chips with surface defects, confirming the effectiveness of this testing method [3]. Group 3: Chip Design and Efficiency - Li Auto utilizes hexagonal SiC cells, which offer lower conduction resistance and better reliability, although they may increase switching losses [4]. - The company has customized its SiC design to address efficiency concerns, particularly given the lower switching frequency requirements for automotive applications [4]. Group 4: Industry Context - The article mentions the involvement of a young female engineer, Jinying Yu, in the research, reflecting the rapid development of China's new energy sector [4].

2025年5月26日-6月1日，理想L6789/MEGA周上险分别为4970/2980/1430/2100/538。 其中L9/MEGA上一次周上险更高都是2024年3月25-31日，当时分别为2265与1100。24年12月，L9最 高周上险是12月9-15日、23-29日的1900，MEGA最高周上险是12月9-22日，两周均为310。 L678上一次更高的周上险分别为25年4月28日-5月4日的5620，24年12月23-29日的3200，25年5月19- 25日的1450。 也就是说L9/MEGA上周周上险属于1年多以来的新高，其中L9是略高于24年12月的水平，MEGA是明 显高于24年12月的水平。上一次这么高还是24年3月MEGA/24款L789发布会带来的剩余订单。 L6L8上周周上险处于今年正常水平，L7是24年12月以来的最好水平。 只和理想自己过去环比的话，可以看到理想表现最好的车型排序是MEGA/L9/L7/(L68)。 这与理想自身旗舰感的水平也是一致的，MEGA>L9>L7>L8>L6。 24款L789改款后发布会拥有的剩余订单，可能在2024年3月31日左右就消耗完了，2024年 ...

Core Viewpoint - The article discusses the strategic decisions made by Li Auto regarding its autonomous driving technology, particularly the choice to standardize laser radar in its vehicles and the implications of chip selection on performance and safety. Group 1: Decision on Autonomous Driving Features - Li Auto decided not to support high-level urban auxiliary driving in certain models due to a significant market demand for lower-cost options, indicating that consumers are willing to forgo advanced features for a lower price [1] - The company compared various autonomous driving chips and chose the J5 chip, which, while not suitable for laser radar, was deemed the best option at the time. The J6M chip, although having similar computing power, will not be available until 2025, making it impractical for the 2023-2024 models [1][3] Group 2: Rationale for Laser Radar Standardization - The decision to standardize laser radar was influenced by advancements in the industry, which have made the immediate safety benefits of laser radar significant enough to warrant its inclusion. This shift is expected to reach a critical point by the second half of 2024 [1][6] - Li Auto's confidence in the safety value of laser radar led to its decision to include it as standard equipment, taking into account the overall industry progress and the company's own product update cycle [1] Group 3: Technical Considerations of Chips - The J6M chip's architecture, including CPU, bandwidth, and AI capabilities, has been significantly upgraded compared to the J5, allowing it to effectively integrate with laser radar, despite both chips having the same computing power [4] - The J5 chip was chosen for its visual-centric design and was considered adequate for the entry-level autonomous driving configuration, utilizing a 10-camera setup, which was competitive at the time [3] Group 4: Customization of Laser Radar - The ATL laser radar used by Li Auto is a customized version that offers superior performance compared to standard models, with better resolution and detection capabilities, tailored specifically for Li Auto's algorithms [5] - The collaboration between Li Auto and the radar manufacturer has led to optimizations that enhance the product's effectiveness, making it unique to Li Auto's vehicles [5] Group 5: Safety as a Priority - The inclusion of laser radar in the new model is primarily for safety reasons, as it performs better in challenging conditions such as low light and glare, thus enhancing overall vehicle safety [6][7] - Li Auto emphasizes that the addition of laser radar does not increase the vehicle's price, reflecting a commitment to providing enhanced safety features without additional costs to consumers [7]

基于i8发布日期 2500+座目标 新增数进度值：89.26%→89.78% i8发布剩余58天（按7月31假设） i8发布剩余时间进度值：72.51% 需每日 1.36 座，达到 i8发布 目标值 基于2025年底4000+座目标 今年新增数进度值：30.36%→30.53% 今年剩余211天 今年时间进度值：42.19% 需每日 7.48 座，达到年底目标值 来源： 北北自律机 25年06月03日星期二 理想超充 4 新增。 超充建成数：2417→2421座 25年06月02日星期一 理想超充 1 新增。 超充建成数：2416→2417座 浙江省 金华市 武义服务区(长深高速深圳方向) 为高速服务区5C站，规格：2C × 3 5C × 1 浙江省 杭州市 杭州西湖天堂软件园 为城市4C站，规格：4C × 6 ———————————————————— 【附】5 座新增建成 江西省 上饶市 德兴服务区(杭长高速杭州方向) 为高速服务区5C站，规格：2C × 3 5C × 1 江西省 上饶市 德兴服务区(杭长高速长沙方向) 为高速服务区5C站，规格：2C × 7 5C × 1 山东省 临沂市 临沂罗庄沂河路 为 ...

Core Viewpoint - The article discusses the delivery guidance and sales expectations for Li Auto's vehicles, particularly focusing on the MEGA model and its impact on the sales of other models like i6 and i8 [1][2]. Group 1: Delivery Guidance and Sales Expectations - Li Auto's delivery guidance for Q2 2025 is set between 123,000 and 128,000 units, with April and May deliveries recorded at 33,939 and 40,856 units respectively, indicating a June delivery forecast of 48,205 to 53,205 units [1]. - The expected delivery volume for June 2024 is 47,774 units, suggesting a year-on-year growth of 0.9% to 11.37% [1]. - During the Q1 2025 conference call, Li Xiang projected a steady state for MEGA at 2,500 to 3,000 units [1]. - If the MEGA model achieves 8,000 pre-orders, it could guarantee a minimum monthly sales of over 2,000 units, with average new orders of 1,000 units from June to December [1]. Group 2: Market Dynamics and Consumer Preferences - There is a notable preference for 6-seat vehicles among families, primarily driven by the need to accommodate children, as the layout offers better convenience compared to 5-seat vehicles [2]. - Some consumers who initially preferred 6-seat vehicles reconsider their choice, finding 5-seat options sufficient due to better second-row space in certain models [2]. - The pricing of 6-seat vehicles is generally higher, with a greater proportion of range-extended models being sold compared to 5-seat options [2]. - The L7 model has consistently outperformed the L8 in sales, indicating a potential trend in consumer preferences [2]. - The sales performance of the i8 model could influence the i6 model's sales, with a successful i8 potentially leading to strong i6 sales, while a poor performance of the i8 still leaves room for the i6 to perform well [2].

来源： 北北自律机 25年06月01日星期日 理想超充 17 新增 1 减少。 超充建成数：2400→2417→2416座 25年05月31日星期六 理想超充 29 新增。 超充建成数：2371→2400座 基于i8发布日期 2500+座目标 新增数进度值：87.06%→89.13% i8发布剩余60天（按7月31假设） i8发布剩余时间进度值：71.56% 需每日 1.40 座，达到 i8发布 目标值 基于2025年底4000+座目标 今年新增数进度值：29.61%→30.31% 今年剩余213天 今年时间进度值：41.64% 需每日 7.44 座，达到年底目标值 【附】45 座新增建成 北京市 丰台区 北京首开石榴派大厦 为城市4C站，规格：4C × 8 北京市 丰台区 北京居然之家(玉泉营店) 为城市4C站，规格：4C × 8 湖南省 长沙市 长沙江河东澜湾商业广场 为城市5C站，规格：2C × 3 5C × 1 湖南省 长沙市 长沙王公塘街地面停车场 为城市4C站，规格：4C × 6 江苏省 连云港市 连云港万达广场亚朵酒店 为城市4C站，规格：4C × 6 江苏省 宿迁市 宿迁恒茂商业广场 为城市4 ...