Core Insights - The article discusses the progress of the construction of charging stations by the company, highlighting the current number of stations and future targets. Group 1: Current Progress - The total number of charging stations has increased from 2289 to 2293 [1] - The progress towards the goal of 2500+ stations by the i8 release date is at 73.22% [1] - There are 77 days remaining until the i8 release, with a required daily construction rate of 2.69 stations to meet the target [1] Group 2: Yearly Goals - The progress towards the goal of over 4000 stations by the end of 2025 is currently at 24.90% [1] - There are 230 days remaining in the year, with a required daily construction rate of 7.42 stations to achieve the end-of-year target [1] Group 3: New Stations Details - Four new charging stations have been completed in various locations: - Chengdu, Sichuan: 4C station with 6 charging points [1] - Xiamen, Fujian: 4C station with 6 charging points [1] - Shenzhen, Guangdong: 4C station with 4 charging points [1] - Baoshan, Shanghai: 5C station with 3 charging points and 1 additional 5C point [1]

Core Viewpoint - The automotive industry is evolving with the integration of software, which is expected to create significant user value and lead to a high concentration of successful companies in the sector. The future of intelligent vehicles is promising, with expectations of substantial free cash flow for leading firms [1]. Group 1: Industry Insights - Hardware has high marginal costs, low concentration, and slower iteration cycles, making it easier to imitate compared to software, which has low marginal costs, high concentration, and faster iteration cycles [1]. - The perception that the automotive industry is not a good sector is challenged by the belief that software will play a decisive role in creating user value in vehicles [1]. - Intelligent vehicles are anticipated to generate high incremental user value through AI, leading to a concentration of market power among top companies [1]. Group 2: Technological Developments - The new Li Auto model will utilize Face ID and voiceprint recognition for an account system, aiming for a level of sophistication comparable to Apple ID in the long term [2]. - The integration of payment systems with platforms like Alipay allows for seamless transactions in vehicles, enhancing convenience for users [6]. Group 3: User Experience and Adoption - The initial use of the vehicle's agent system may be cumbersome, but subsequent interactions will become more efficient as users develop habits [8]. - The vehicle's agent is designed to facilitate interactions while driving, addressing the limitations of mobile agents that lack practical scenarios [7]. - The connection between the agent and intelligent driving systems allows for a more integrated user experience, enhancing the overall utility of the agent [9].

本文核心观点：理想25换新版升级背后有明确主线，即进一步强化主销车型竞争力与拉大L6/L78/L9 档次感，除了L78 Max不配铂金音响外(这个行为本身有其他额外好处)，这次几乎所有的改动都沿着 这条主线进行。 本文结构：先论述L6789主销车型核心价值点，再论述L6789 25款较24款档次感拉大细节，最后论述 25款L6789主销车型竞争力提升细节。 L6789主销车型核心价值点 24款L6789的主销车型分别为L6 Pro(占比70%左右)，L78 Max(占比50%出头)，L9 Ulra(占比90%)。 L6 Pro：综合产品力很高的入门版，侧重最高性价比。 L78 Max: 和L6拉开一定的档次差距，L78 Ultra贵的点确实有用，但性价比低了些。侧重既有档次感 (和L6比)，又有性价比(和L78 Ultra L9比)。 L9 Ultra：和L78拉开一定的档次差距，向MEGA看齐。侧重档次感。 24款到25款，理想内部产品线的大逻辑是，拉大L6 Pro性价比含金量；拉大L78 Max与L6的档次感差 距，与L78 Ultra L9的性价比差距； 拉大L9 Ultra 与L78档次感差距，在可以 ...

Core Viewpoint - The company emphasizes that in today's technological era, the speed of growth and iteration of a business is its true competitive advantage, rather than any fixed asset or traditional moat [11]. Group 1: Product and Innovation - The highest configuration of the company's product is named "Home" instead of "Ultra" to align with its mission of creating a mobile and happy home, which resonates well with real users [2]. - The company aims to bridge the digital and physical worlds through artificial intelligence, enhancing vehicle safety from passive to active systems [3]. - The company has developed its own operating system, "Li Xiang Star Ring OS," which has been fully open-sourced, inspired by the comprehensive open-source approach of DeepSeek [10]. Group 2: Company Philosophy and Management - The company prioritizes user problems as the core goal, advocating for a focus on solving significant user issues rather than being driven by fear or desire [5]. - The company maintains strict budget approvals, reflecting a culture of frugality despite having surpassed 100 billion in revenue [6]. - Safety-related expenses are exempt from budget approvals, highlighting the company's commitment to prioritizing user safety [8]. Group 3: Market Position and Strategy - The company believes that opening its technology to the community will not only motivate its team but also enhance its offerings through external feedback and collaboration [12]. - The company recognizes the global leadership of Chinese electric vehicles and aims to leverage its advancements in smart automotive operating systems to benefit the global market [12].

高清流媒体后视镜屏幕可以理解， 但为啥不继续复用AD摄像头作为信号源呢？ 以下文章来源于老汤哥Tango ，作者老汤哥 老汤哥Tango . 理想汽车第一产品线负责人，汽车行业，但更爱徒手健身！半年时间体重从180+变成138斤，体脂15% 以内，脂肪肝也没有了，还练出了6块腹肌！人生真的没有什么不可能 其实22款的L9 就可以在中控屏幕调用AD摄像头当流媒体后视镜使用了，（我自己就是22款车主）这 真不需要啥技术，好吧，智驾团队不开心了，需要很大的技术，但22款理想L9就有了，给我们智驾 团队加 但智能焕新版L9为啥不继续这么做呢？ 因为22款的复用仅仅是作为一个辅助和补充，22款本身是有 物理后视镜的，但是21.4寸屏幕引入，流媒体内后视镜成为的主要的后方显示屏了，所以就得有一块 单独的高清屏幕。 几个原因 第一：AD基本是60度FOV，也有80度的， 视野太窄，同样距离，60度的AD摄像头可以看到3根车 道，120度可以看到5根车道。 第二： 120度和人眼的主视野角度相似，从前方玻璃切换到流媒体内后视镜，再切换到前方玻璃不容 易眩晕。 主流FPS游戏都是120度视角…（此观点来自于深度游戏爱好者 李厂 ...

这位群友是MEGA保时捷992路虎卫士90车主，本身是一位非常喜欢车，也非常喜欢研究各类产品细节的人（等下看其分享的细致程度可以更充分的体会 到这点），原本是不打算买MEGA的，但看24年3月MEGA被黑得太惨了，决定支持一下MEGA。 虽然一开始是抱着支持的心态购买，但实际使用下来对MEGA是赞不绝口，在出国了几个月的情况下，已经开了4万公里MEGA，也将MEGA开到了中国 最西北端，对MEGA高速补能体验评价很高。 在此期间高频向身边朋友宣传MEGA的好处，主流的担心点（不好开不好停一个开浪费等）都是多余的，即使是两个月前，在向身边人传递MEGA好处 上，挫败感挺强的，得出理想的很多东西需要长期体验下来才能知道非常好，售前很难传达的结论。但最近两个月正反馈越来越多，他线上线下认识的 人里已经买MEGA，考虑买MEGA，种草MEGA的人越来越多。 因为678尺寸本身小操控上已经比9强了，9在本身已经有尺寸的情况下补了大短板。 就像新卡宴上这套东西只是锦上添花，因为卡宴本身操控就是强项，但尺寸空间是无法升级的。 L9这次试驾完感觉是大换代级别,第一悬挂是国产首发连MEGA都没有的，第二是后排21.4寸电视，2 ...

来源： 北北自律机 25年05月11日星期日 理想超充 2 新增。 超充建成数：2284→2286座 25年05月10日星期六 理想超充 1 新增。 超充建成数：2283→2284座 【附】3 座新增建成 四川省 成都市 成都新华宾馆 为城市4C站，规格：4C × 6 四川省 成都市 成都杉板桥南三路 为城市4C站，规格：4C × 四川省 绵阳市 绵阳创新中心 为城市4C站，规格：4C × 6 加微信，进群深度交流理想长期基本面。不是车友群。 ———————————————————— 基于i8发布日期 2500+座目标 新增数进度值：72.06%→72.32% i8发布剩余81天（按7月31假设） i8发布剩余时间进度值：61.61% 需每日 2.64 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：24.51%→24.59% 今年剩余234天 今年时间进度值：35.89% 需每日 7.32 座，达到年底目标值 ...

每场均为8人以内星巴克理想交流局 6月6日(周五) 19:00 北京金融街 6月7日(周六) 14:00 北京望京 6月8日(周天) 14:00 北京望京 6月9日(周一) 19:00 上海陆家嘴 6月10日(周二) 19:00 上海陆家嘴 6月11日(周三) 19:00 杭州浙大紫金港 6月12日(周四) 19:00 深圳市民广场 6月13日(周五) 19:00 深圳市民广场 6月15日(周天) 14:00 成都天府二街 第二轮:对理想不断强调自己是AI公司是什么看法？ 第三轮:认为理想1年期，3年期，5年及以上周期下限上限分别是什么？ 有意加TOP2微信。 流程: 三轮每人讲述3min以内（计时）三轮讲完后，自由交流 第一轮:对i8i6是什么预期 ？ 大家自费饮品。 ...

Core Viewpoint - The article highlights the significant upgrade of the Li Auto L6789 model, particularly the standard inclusion of Hesai's ATL LiDAR across all variants, emphasizing its advanced features compared to the previous ATX model [1]. Group 1: Technical Specifications - The ATL LiDAR features a fourth-generation chip architecture with a dual-core MCU [2]. - Compared to the Hesai AT128, the ATL's size and weight have been reduced by 60% [2]. - The minimum exposed window height is 25 mm, consistent with the public version of ATX [2]. Group 2: Performance Enhancements - The ATL achieves a best angular resolution of 0.08° (H) × 0.1° (V), an improvement over the ATX's 0.1° × 0.1° [3]. - The higher horizontal resolution and increased point cloud density at the same operating frequency enhance performance [4]. - The ATL can activate optical zoom while driving at high speeds, allowing for a 30° field of view with a maximum range of 200 meters, effectively doubling the resolution [4]. Group 3: Safety Features - Li Auto has customized the ATL with intelligent zoom functionality, focusing on enhancing the active safety capabilities of the AD Pro and AD Max systems [4]. - The latest capabilities include AEB (Automatic Emergency Braking) that can stop at 120 km/h in rainy night conditions and AES (Active Emergency Steering) that can navigate around two accident vehicles at 130 km/h in the dark [4]. - This upgrade aligns the active safety capabilities across the entire Li Auto lineup, from L6 Pro to MEGA Home [5].

Core Viewpoint - The article emphasizes the advantages of using cloud-based large models for distillation into smaller models for vehicle deployment, highlighting the benefits of scale, unified modalities, and enhanced reinforcement learning capabilities [1][2][4]. Group 1: Cloud Model Distillation - The company is training a 72 billion parameter VLA model in the cloud, which will be distilled into smaller models for vehicle deployment, allowing the smaller models to inherit the capabilities of the larger model [1]. - Distillation from a larger cloud model to a smaller vehicle model enhances performance due to the scale effect, allowing for better learning from more data [1][2]. - The approach addresses the "modal unification" challenge in autonomous driving, where different drivers may respond differently to the same scenario, potentially leading to confusion and model collapse [2]. Group 2: Vehicle Edge Deployment - The VLA model must be deployed on the vehicle rather than in the cloud to mitigate safety risks associated with network latency, especially in critical driving situations [3]. - Delays of even 300 milliseconds can pose significant risks in vehicle control, necessitating local deployment for real-time responsiveness [3]. Group 3: Importance of Vehicle Chips - The local chip is crucial for the effective deployment of AI models, with the company developing a chip that offers three times the computational power of mainstream vehicle chips [4]. - The integration of chip design with software and model architecture is essential for maximizing performance and efficiency [4]. Group 4: Sensor and Computational Strategy - The company adopts a light radar and heavy computation strategy, which enhances the responsiveness and safety of autonomous driving systems [5]. - By eliminating laser radar, the company saves 20% of perception computing power, significantly improving visual processing speed and safety [5]. - The AI camera system, with advanced capabilities, provides superior visual input, enhancing the overall system's performance [5].