来源：北北自律机 25年07月17日星期四 理想超充 9 新增。 超充建成数：2881→2890座 基于2025年底4000+座目标 还剩1110座 今年新增数进度值：50.77%→51.17% 今年剩余167天 今年时间进度值：54.25% 需每日 6.65 座，达到年底目标值 重庆市 石柱土家族自治县三河镇三店服务区 三店服务区(沪渝高速上海方向) 为高速服务区5C站，规格：2C × 6 5C × 2 重庆市 秀山土家族苗族自治县雅江镇洪安服务区 洪安服务区(包茂高速包头方向) 为高速服务区5C站，规格：2C × 6 5C × 2 重庆市 忠县乌杨街道曹家停车区 曹家停车区(银百高速百色方向) 为高速服务区5C站，规格：2C × 6 5C × 2 重庆市 【附】9 座新增建成 江苏省 南通市 吕四港服务区(启扬高速启东方向) 为高速服务区5C站，规格：2C × 7 5C × 1 江苏省 南通市 吕四港服务区(启扬高速扬州方向) 为高速服务区5C站，规格：2C × 7 5C × 1 山东省 日照市 日照红星美凯龙(新区商场) 为城市 5C站，规格：2C × 3 5C × 1 浙江省 湖州 湖州宾馆仁皇山路店 ...

Core Viewpoint - The article emphasizes the advancements in Li Auto's VLA (Vehicle Language Assistant) technology, highlighting its capabilities in intelligent driving and AI security, as well as the company's leadership role in the newly established Automotive AI Standardization Promotion Center. Group 1: VLA Technology Advancements - Li Auto's VLA can understand and execute voice commands for driving tasks, enhancing user experience by integrating visual, linguistic, and behavioral capabilities into a single chip [4][6]. - The VLA system employs a newly designed architecture that combines end-to-end models with logical reasoning, optimizing driving decisions and trajectory predictions to improve vehicle performance in complex environments [6][7]. - The VLA incorporates user interaction features, allowing drivers to communicate their needs easily, such as finding locations or adjusting driving speed [7][9]. Group 2: AI Security Measures - Li Auto has established a comprehensive security framework that covers vehicles, cloud services, apps, and charging networks, creating a robust defense system against potential threats [9][12]. - The article discusses the complexity of AI-targeted attacks, which can manipulate AI decision-making through subtle inputs, necessitating advanced defensive strategies [9][11]. - Li Auto is focusing on building an AI security capability system that addresses adversarial attacks, safety alignment, and behavioral constraints through continuous innovation and validation [11][12]. Group 3: Standardization Initiatives - The Automotive AI Standardization Promotion Center has been established to focus on AI safety management, risk governance, and the development of international standards for automotive AI [13][14]. - Li Auto has taken a leadership role in two research groups within the center, aiming to integrate research outcomes into products to enhance safety and intelligence in driving experiences [16][12]. - The SAFER AI initiative has been launched to create a comprehensive framework for AI safety assessment, engineering research, and standard development in the automotive sector [14][16].

Core Insights - The article analyzes the stability of various electric vehicle models' sales performance over a defined period, highlighting the Ideal L series as having strong stability compared to competitors [1][2]. Group 1: Stability Analysis - The Ideal L series maintains a relatively strong stability capability among competitors, with the L8 being slightly less stable and the MEGA showing significant fluctuations in monthly sales [1]. - By June 2025, the sales stability of the Xiaopeng P7 and M03 over 8 and 10 months, respectively, is significantly better than that of the L689 over the same duration, and comparable to the L7 under a lenient calculation method [1][2]. - The Wanjie M8 has only 3 months of data, making it less meaningful for comparison, while the M9 is noted as the strongest in stability within the Hongmeng system but still weaker than the Ideal L series over the same time frame [1][2]. Group 2: Variability Coefficient (CV) Definition - The stability capability is defined as the coefficient of variation (CV), calculated as the standard deviation divided by the average monthly sales over a specific period; a lower CV indicates stronger stability [2]. - The article emphasizes that due to limited data for many models, the CV should not be the sole measure of stability, and other factors such as outliers and cross-year influences should be considered [2]. Group 3: Statistical Results - Among 30 models analyzed, the Xiaopeng P7+ and MONA M03 have the lowest CVs at 14.11% and 17.35%, respectively, with both models having data spanning across years [3]. - The Ideal L series models have varying CVs, with L6, L7, L8, and L9 showing CVs of 38.05%, 18.08%, 21.59%, and 20.06% respectively over the first 8 months [4]. - The Wanjie M7 has a notably high CV of 87.02%, indicating the weakest stability among the 30 models analyzed, while the D9 shows a strong stability with a CV of 20.74% [5]. Group 4: Long-term Sales Implications - The article suggests that while short-term sales may correlate with brand momentum, long-term sales will tend to revert to the average product strength, indicating that the M9, despite being stronger than the M7, still has weaker stability compared to the Ideal L series over the same time period [5].

广州 新安服务区(珠三角环线高速深圳方向) 为高速服务区5C站，规格：2C × 5 5C × 1 贵州省 安顺市 沪昆高速 黄果树福朋喜来登酒店 为高速出入口4C站，规格：4C × 8 辽宁省 沈阳市 沈阳皇姑601所 为城市4C站，规格：4C × 6 【附】1 座恢复建成 来源：北北自律机 25年07月16日星期三 理想超充 4 新增，1 恢复，1 减少 超充建成数：2877→2881座 基于2025年底4000+座目标 还剩1119座 今年新增数进度值：50.59%→50.77% 今年剩余168天 今年时间进度值：53.97% 需每日 6.66 座，达到年底目标值 【附】4 座新增建成 福建省 福州 福州宏亮商业中心 为城市4C站，规格：4C × 6 广东省 江苏省 常州市 常州奥体中心 为城市 2C站，规格：2C × 8 【附】1 座减少建成 广东省 佛山市 佛山新智卓产业园 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。 ———————————————————— ...

Core Viewpoint - The article discusses the marketing and sales operations of Li Auto, particularly focusing on the upcoming launch of the Li i8 model and the challenges faced in its marketing strategy [1]. Group 1: Marketing Strategy - The marketing strategy for the Li i8 is perceived as less organized compared to previous launches, which may impact sales positively if improved [1]. - The sales operations are currently divided into five major regions, with inconsistencies in branding and communication across these regions [1]. - The eastern region is noted to have the highest operational efficiency among the five regions [1]. Group 2: Sales Operations - The sales forecast for the Li i8 is estimated to be between 6,000 to 10,000 units, with actual sales potentially falling outside this range [1]. - A new sales operations leader is expected to improve the marketing organization within one to three months after officially taking over [1]. - As of July 18, 2025, the Li i8 will be available for viewing in 96 locations across 56 cities in 25 provinces, including major retail centers [2][3][4][8]. Group 3: Retail Locations - A comprehensive list of retail centers where the Li i8 will be showcased includes major cities such as Beijing, Shanghai, and Guangzhou, among others [2][4][8]. - Specific locations for the i8's launch events and exhibitions are detailed, indicating a strategic approach to maximize visibility and customer engagement [8][10][11].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2877 stations built, aiming for over 4000 by the end of 2025 [1] - The completion rate for new supercharging stations this year has increased from 50.51% to 50.59%, indicating a steady progress towards the annual target [1] - There are 169 days remaining in the year, and the company needs to build an average of 6.64 stations per day to meet the year-end goal [1] Group 2 - Two new supercharging stations have been completed: one in Xiangxi Tujia and Miao Autonomous Prefecture, Hunan Province, and another in Shenyang, Liaoning Province [1] - The specifications for the new stations include a 4C × 6 configuration, suitable for both highway and urban locations [1]

Core Viewpoint - The company emphasizes the strategic decision to source rear motors from multiple suppliers, including HW Digital Energy, to ensure supply security and maintain competitive quality and cost [10][12][15]. Group 1: Supplier Strategy - The rear motor for the L series is a conventional 200kw drive motor, with ample market supply and competition among suppliers [10][11]. - The company collaborates with three suppliers—HW Digital Energy, BorgWarner, and United Electronics—allowing for interchangeable parts across different models [11][15]. - The decision to have multiple suppliers is to mitigate risks associated with supply chain disruptions and quality issues [12][13]. Group 2: Technical Capabilities - The most challenging component is the front five-in-one motor, which the company has developed in-house [16][21]. - The rear motor technology does not pose significant challenges, allowing the company to utilize external suppliers without compromising on quality [14][15]. Group 3: Competitive Landscape - The company does not fear supply chain issues from HW, as the two entities operate independently within their respective business segments [17][21]. - The relationship between HW Digital Energy and the company's vehicle production is likened to independent operations within a larger corporate structure, similar to how different divisions of SAIC operate [22][24]. Group 4: Industry Collaboration - The company advocates for collaboration within the Chinese new energy vehicle sector, emphasizing the importance of collective efforts to enhance the industry for the benefit of consumers and the nation [26].

Personal Line of Li Xiang - The core focus is on challenging the limits of growth, supported by two foundational sub-lines: focusing on people rather than tasks and continuous learning [2] - Continuous learning involves learning from others' strengths and reflecting on painful lessons [2] Company Line - During the Bubble Network period, poor communication with employees led to a mass resignation of 90% of editors, prompting Li Xiang to learn better communication skills [3] - The company became profitable but was overly focused on competitors, missing critical timing, which resulted in a persistent third position in the industry [3] - Before the next venture, Li Xiang recognized the importance of good communication with employees and understanding user perspectives rather than just competitors [4] - At Autohome, financing issues led to significant challenges, including attempts to oust Li Xiang and excessive equity dilution, resulting in loss of control over personnel decisions [3] - Li Xiang described being ousted in 2008 as his greatest growth experience, learning to accept both strengths and weaknesses and understanding that not all problems need to be tackled alone [3] - The addition of Qin Zhi helped Li Xiang learn effective CEO practices, emphasizing the importance of mission, vision, and values [3] Li Auto Period - Before the MEGA launch, Li Xiang faced significant challenges, including three unsuccessful financing attempts, but prioritized user needs over investor demands [5] - The successful launch of L9 was a result of comprehensive upgrades from ONE, with subsequent models L8 and L7 building on this success [5] - After the MEGA underperformance, Li Xiang reflected on the need to elevate communication and reassess business judgments, leading to a one-year delay in the release of the pure electric model [5] - Li Xiang's decision to enter the automotive industry in 2014-2015 was based on the belief in the feasibility of autonomous driving, which he saw as a transformative opportunity [6] - By September 2022, Li Xiang and his team recognized that autonomous driving is fundamentally an AI issue, leading to the strategic pivot towards becoming an AI company [6] AI Development - Li Xiang's understanding of AI evolved significantly, culminating in a recognition of the importance of foundational models and their role in product and service development [7] - By December 2024, Li Xiang had developed a clear understanding of AI training methodologies and was able to guide his team towards a more integrated approach to AI development [8] - The vast potential of the AI industry, combined with Li Xiang's drive to challenge growth limits, positions Li Auto for significant future endeavors [9]

江苏省 南京市 南京银城皇冠假日酒店 为城市4C站，规格：4C × 6 江苏省 苏州 苏州昆山蝶湖天地 为城市4C站，规格：4C × 4 山西省 晋城市 晋城中原街 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13日星期日 理想超充 5 新增。 超充建成数：2870→2875座 基于2025年底4000+座目标 还剩1125座 今年新增数进度值：50.29%→50.51% 今年剩余171天 今年时间进度值：53.15% 需每日 6.58 座，达到年底目标值 【附】5 座新增建成 广东省 江门市 江门博皇家居北侧 为城市4C站，规格：4C × 6 湖北省 武汉市 武汉长安宏图大厦 为城市4C站，规格：4C × 6 ...

1. 除了讲理想i8，其实还想围绕我们的【理想和幸福】多讲讲，但又怕太啰嗦，变成一场大家想睡觉 的发布会。 2. 要不我们干脆办一场网友问答直播首秀？专门和大家聊背后的故事。不过团队又会担心我"发脾 气"，他们一直不希望我开直播（之前有一次我说"那些一直说我们搞臭技术的"，也被传为"臭搞技术 的"）。 3. 如果在北京找个大场馆，大概率要"致敬小米"了，因为北京好的大场馆基本小米都用过。如果去外 地开，工作人员差旅成本太高，还是在北京吧。 雷军回应到： 没事，就在北京开，我们相互"致敬"，挺好！预祝i8发布会成功 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。 李想25年7月12日微博： 看了大家关于理想i8发布会的评论： ...