来源：北北自律机 25年07月30日星期三 理想超充 3 新增。 超充建成数：3005→3008座 山东省 泰安市 泰安宝盛道谷酒店(方特店) 为城市5C站，规格：2C × 3 5C × 1 重庆市 渝北区 重庆渝北火凤山 为城市4C站，规格：4C × 6 加微信，进群深度交流理想实际经营情况与长期基本面。不是车友群。 ———————————————————— 基于2025年底4000+座目标 还剩992座 今年新增数进度值：56.23%→56.36% 今年剩余154天 今年时间进度值：57.81% 需每日 6.44 座，达到年底目标值 【附】3 座新增建成 江苏省 南京市 南京世纪缘酒店(溧水店) 为城市5C站，规格：2C × 3 5C × 1 ...

张骁：其实大家都一样，如果你发现一个好东西，咋不说造一个好东西，就算买到一个好东西，你都 想要跟大家分享。你想分享的，不是让他看到，如果你能跟我一样用上这个东西，才能充分体验这个 产品。所以一样道理，更不用说他不是买，他是你从头定义一个东西。你更希望有更多人能真正体验 到，真正感受到给大家生活中带来便利与幸福。这个是成熟期，所以相比于发布会，我更关心136万 车主的体验。i8今天还没有开始交付，等开始交付了，每一个用户的NPS，他是不是满意，第一是否 符合预期，说了这么多，实物是不是这样。其次i8能不能真正比用户之前的车，不管之前开的是什 么，带来更好的体验。 备注：张骁是理想第二产品线负责人，负责理想30-40万价位段的产品。 原视频： 加微信，进群深度交流理想实际经营情况与长期基本面。不是车友群。 Q:你作为i8产品的大家长，今天正式发布，准备交付用户，刚开始面世，你有什么骄傲？想给新用户 说的，或者你的心声？终于等到这一天。 张骁：我觉得车呀，还是一个长周期的产品，你很难用一个发布会或者一天去定义它，对我来讲，真 的是这样。当然这个点很特别，但是我其实更关心这个车拉长时间线看能不能被大家接受，因为发布 ...

Core Viewpoint - The VLA architecture has significant technical potential and is seen as a long-term framework for autonomous driving, evolving from end-to-end systems to a more robust model that can support urban driving scenarios [1][4]. Group 1: VLA Architecture and Technical Potential - The VLA architecture is derived from robotics and embodied intelligence, emphasizing the need for visual and action capabilities, and is expected to evolve alongside advancements in robotics [1]. - VLA's ability to generalize is not solely dependent on data input but is enhanced through reinforcement learning, allowing it to autonomously address new challenges [5]. - The VLA model is designed to support various platforms without differentiation, ensuring consistent performance across different hardware [2][3]. Group 2: Performance Metrics and Future Enhancements - The current operational speed of the Thor-U chip is 10Hz, with potential upgrades to 20Hz and 30Hz through optimizations in data and algorithm architecture [2]. - The VLA model's upgrade cycle includes both pre-training and post-training updates, allowing for continuous improvement in capabilities such as spatial understanding and language processing [6]. - The VLA architecture aims to achieve L4 autonomous driving capabilities within a year, with a focus on rapid iteration and simulation-based testing [12]. Group 3: User Experience and Interaction - Language understanding is deemed essential for future autonomous driving, enhancing the model's ability to handle complex scenarios and improving overall driving experience [4]. - The VLA system is designed to adapt to user preferences, allowing for different driving styles based on individual needs and enhancing user trust in the technology [19]. - Features such as remote vehicle summoning and real-time monitoring of the vehicle's surroundings are being developed to improve user interaction and experience [13]. Group 4: Competitive Landscape and Strategic Decisions - The company is currently utilizing NVIDIA chips for model deployment, focusing on maintaining versatility and avoiding being locked into specific architectures [3]. - The company is closely monitoring competitors like Tesla, aiming to learn from their advancements while prioritizing a gradual and comprehensive approach to achieving full autonomous driving capabilities [12]. - The VLA architecture is positioned as a differentiating factor in the market, leveraging reinforcement learning to enhance driving logic and user experience [20].

Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the current number of stations and the target for the end of 2025 [1]. Group 1: Supercharging Station Progress - The total number of supercharging stations has changed from 2988 to 3007 and then to 3005, with a target of over 4000 stations by the end of 2025 [1]. - There are currently 995 stations left to be built to meet the 2025 target [1]. - The progress rate for new stations this year has increased from 55.48% to 56.23% [1]. - The time progress value for this year is at 57.53%, indicating that an average of 6.42 stations need to be built daily to reach the year-end goal [1]. Group 2: Newly Built and Removed Stations - A total of 19 new stations have been constructed across various provinces, including locations in Anhui, Fujian, Gansu, Guangdong, Jiangsu, Inner Mongolia, Ningxia, Shaanxi, Shanghai, Sichuan, Xinjiang, Yunnan, and Zhejiang [1][3]. - Two stations have been removed, located in Guangdong and Henan [4].

来源：北北自律机 25年07月28日星期一 理想超充 27 新增。 超充建成数：2961→2988座 基于2025年底4000+座目标 还剩1012座 今年新增数进度值：54.29%→55.48% 今年剩余156天 今年时间进度值：57.26% 需每日 6.49 座，达到年底目标值 【附】27 座新增建成 安徽省 黄山市 黄山歙县艺龙酒店（徽州古城店） 为城市4C站，规格：4C × 6 广东省 广州 广州海珠万达广场 为城市4C站，规格：4C × 6 广东省 东莞市 东莞千栩教育科技园 为城市4C站，规格：4C × 4 广东省 东莞市 东莞寮步上底村 为城市4C站，规格：4C × 6 广东省 东莞市 东莞石排创赢大厦 为城市4C站，规格：4C × 6 广东省 广州 广州京仕广场 广东省 东莞市 东莞鸿宇大厦 为城市4C站，规格：4C × 6 ———————————————————— 广东省 广州 广州番禺雅居乐剑桥汇北门停车场 为城市4C站，规格：4C × 4 为城市4C站，规格：4C × 6 广东省 惠州 惠州奥林匹克体育场 为城市4C站，规格：4C × 6 广东省 深圳市 深圳中联展新能源汽车城 为城市4 ...

Core Viewpoint - The article analyzes the market share trends of various automotive brands, particularly focusing on Li Auto and its competitors, highlighting fluctuations in market share from January 2023 to June 2025 [1][2]. Market Share Trends - Li Auto's market share increased from 6.97% in January 2023 to a peak of 13.14% in October 2023, before declining to 11.33% and 11.59% in November and December respectively [1]. - In 2024, Li Auto's market share fluctuated between 8.34% and 9.77% until June, when it rose to between 11.17% and 14.36% following the delivery of the L6 model [1]. - By June 2025, Li Auto's market share dropped to 9.35%, indicating a significant decline compared to the previous year [2]. Competitor Analysis - The article notes that while some readers perceive Seres/Wenjie as having a faster iteration speed compared to Li Auto, Seres' market share has not surpassed its peak since February 2024 [3]. - The market share of Seres reached a high of 10.66% in June 2024, but overall sales have not significantly increased despite a higher market share in the 400,000+ price segment [3]. - A comparison of market share changes from July 2024 to June 2025 shows declines for several brands, including Li Auto, NIO, and BMW, while Seres saw a slight increase of 0.38% [4]. Combined Market Share Insights - The combined market share of Li Auto and Seres reached a high of 25.49% in July 2024, suggesting that increases in one brand's share do not necessarily correlate with decreases in the other's [5]. - The expectation is that with the ongoing deliveries of new models, the combined market share of Li Auto and Seres could surpass the previous high of 25.49% [5].

渝北区 重庆渝北龙湖紫都沃尔玛 为城市4C站，规格：4C × 4 加微信，进群深度交流理想实际经营情况与长期基本面。不是车友群。 来源：北北自律机 25年07月27日星期日 理想超充 9 新增。 超充建成数：2952→2961座 ———————————————————— 基于2025年底4000+座目标 还剩1039座 今年新增数进度值：53.89%→54.29% 今年剩余157天 今年时间进度值：56.99% 需每日 6.62 座，达到年底目标值 【附】9 座新增建成 广东省 广州 金山服务区(广台高速台山方向) 为高速服务区5C站，规格：2C × 7 5C × 1 贵州省 遵义市 团结服务区(蓉遵高速成都方向) 为高速服务区5C站，规格：5C × 4 河南省 濮阳市 濮阳建业凯旋汇 为城市4C站，规格：4C × 4 江苏省 常州 常州亚朵酒店恐龙园店 为城市4C站，规格：4C × 6 江苏省 扬州 扬州高邮金融大厦 为城市4C站，规格：4C × 6 陕西省 西安市 西安莲湖青年路 为城市4C站，规格：4C × 6 天津市 河西区 天津黄埔南路 为城市4C站，规格：4C × 8 重庆市 沙坪坝区 重庆沙坪坝 ...

Core Viewpoint - The article discusses the performance and capabilities of NVIDIA's Thor chip, particularly in relation to its TOPS (Tera Operations Per Second) output under different precision formats, highlighting discrepancies between advertised and actual performance metrics [1][5]. Group 1: Chip Performance - NVIDIA's Thor chip was initially advertised to deliver 700 TOPS, but the actual performance is closer to 500 TOPS after several adjustments [1]. - The performance of the Thor-U chip varies significantly based on the precision format used; it can achieve 700 TOPS in INT8 and FP8 mixed precision, while it can reach 1400 TOPS in FP4 precision [5][4]. - The Thor-X chip has a similar performance variation, achieving 1000 TOPS in FP8, 500 TOPS in FP16, and 2000 TOPS in FP4 [5]. Group 2: Implications for Automotive Industry - Li Auto's VLA model utilizes a mixed precision approach (INT8 and FP8) to optimize performance, aiming to leverage the Thor-U chip's capabilities for faster response times [2][3]. - The automotive industry is increasingly focusing on low precision inference models to enhance processing speed, which requires advanced engineering capabilities [2]. - The shift towards FP4 precision in future models indicates a trend towards maximizing chip performance in the automotive sector [5].

甘肃省 天水市 甘泉服务区(连霍高速霍尔果斯方向) 为高速服务区5C站，规格：5C × 4 甘肃省 天水市 甘泉服务区(连霍高速连云港方向) 为高速服务区5C站，规格：5C × 4 来源：北北自律机 25年07月25日星期五 理想超充 15 新增，1 消失。 超充建成数：2928→2943→2942座 基于2025年底4000+座目标 还剩1058座 今年新增数进度值：52.84%→53.45% 今年剩余159天 今年时间进度值：56.44% 需每日 6.65 座，达到年底目标值 【附】15 座新增建成 北京市 昌平区 北京宏福大厦 为城市4C站，规格：4C × 6 甘肃省 天水市 百花服务区(连霍高速连云港方向) 为高速服务区5C站，规格：5C × 4 广东省 深圳市 深圳国人通信大厦 为城市4C站，规格：4C × 6 广东省 中山市 中山诚丰星际文旅园 为城市4C站，规格：4C × 6 理想超充研发总部园区站（不对外） 为城市5C站，规格：2C × 3 5C × 1 加微信，进群深度交流理想实际经营情况与长期基本面。不是车友群。 湖北省 武汉市 武汉华星融城 为城市4C站，规格：4C × 6 江苏省 南通 ...

Core Viewpoint - The article discusses Li Auto's four collaboration models with suppliers, emphasizing the importance of strategic partnerships and self-research in enhancing product competitiveness and supply chain security [1][5][13]. Group 1: Collaboration Models - **Self-Research and Manufacturing**: Li Auto designs and produces key components in-house, such as the rear electric drive system for the i8, to ensure competitive efficiency and product integration [6][7]. - **Self-Research with Key Technology Lock-in**: The company collaborates with suppliers like Huichuan to co-develop critical components, such as the front electric drive, to mitigate risks and enhance supply chain security [8][9]. - **Deep Cooperation for Cutting-Edge Technology**: Li Auto invests heavily in partnerships, such as with CATL for the 5C ultra-fast charging Kirin battery, which significantly improves charging times and vehicle range [11][12]. - **Strategic Cooperation for Product Optimization**: Collaborations with companies like Horizon and Hesai lead to customized components that meet specific technical requirements, enhancing overall product performance [12][14]. Group 2: Supply Chain Strategy - **Investment in Core Technologies**: Li Auto focuses on self-research in critical areas like battery cell technology while outsourcing manufacturing to specialized firms, ensuring advanced technology without heavy capital investment [14]. - **Dynamic Supplier Management**: The company maintains a flexible supplier base of approximately 500, aiming to streamline this number for better cost efficiency and competitive advantage [14]. - **Balancing Self-Research and Outsourcing**: Li Auto adopts a dual approach of self-research and external procurement to foster healthy competition among suppliers, ensuring continuous technological advancement and cost optimization [13][14].