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李想: 在意使用中的体验超过了在意用户购买一瞬间的表现
理想TOP2· 2026-01-11 06:13
文字版: Q: 想哥,车身钢材是强度越高越好吗? Q: 我们车内没有异味就是好的吗? 李想: 分两方面,危害最强的气体是没有味道的,比如甲醛。还是得相信专业的仪器。但在专业仪器 以外,也会漏掉一些东西。比如去看很多的德国车,它用了可回收的木纹材料,其实在测环保指标的 时候没什么问题,但是会闻到一种酸味。这种酸味虽然对身体没什么伤害,但是用户体验很差。所以 拿仪器来收底,拿体感更敏感的人来拉高上限。 确实,今年有很多车坐进去就是呛的。尤其是很多便宜的车,或者原来卖得很贵、后来卖得很便宜的 车,它很明显在用料方面产生了巨大的降本。但这并不代表便宜的车环保就不好。如果价格很便宜, 你以不用真皮,可以用人造革的方式,可以用更多的布艺材料,但是不要装成豪华的。可以不用皮 子,但不要用劣质的皮子;可以少一些隔音棉,但不要用劣质的隔音棉。 这是这里边的差别。 Q: 如何区分一辆车用料的好坏? 李想: 我觉得大家肯定是希望强度又强、韧性又好。但现实中我们看到,包括供应商能够提供的材 料,它其实是一个相互冲突的。当强度足够强的时候,韧性会变差;当想让韧性变好的时候,强度会 变差。所以这也是我们自己自研这些材料背后的一些核心原因 ...
i6i8MEGA分别交付15994/2745/939|理想25年12月记录
理想TOP2· 2026-01-10 13:21
Summary of Key Points Core Viewpoint - The company achieved a total delivery of 44,246 vehicles in December 2025, with significant contributions from both extended-range and pure electric models, indicating a strong market performance and growth trajectory in the electric vehicle sector [1][2]. Delivery Performance - Total deliveries in December 2025 reached 44,246, a notable increase from previous months, with extended-range vehicles accounting for 24,568 and pure electric vehicles for 19,678 [1][2]. - Monthly delivery data shows a consistent upward trend, with November 2025 at 33,181 and October 2025 at 31,767, reflecting a growth of approximately 33.5% from November to December [2]. - The breakdown of deliveries for specific models in December includes L6 at 12,676, IL7 at 6,150, IL8 at 3,010, and MEGA at 15,994, showcasing a diverse product lineup [1][2]. Recent Developments - The company released a technical report on MindGPT-4ov on December 2, 2025, indicating advancements in technology [2]. - On December 3, 2025, the company secured a debt financing tool registration quota of 10 billion, enhancing its financial flexibility [2]. - The company announced its entry into new markets, including Egypt, Kazakhstan, and Azerbaijan, on December 17, 2025, which could expand its customer base and revenue streams [2]. Market Insights - There are discussions regarding the impact of the end of vehicle replacement subsidies on order volumes, suggesting that market expectations may have been overly pessimistic [2]. - The company is also exploring adjustments to its product offerings, particularly in the 300,000 yuan price range, with a focus on continuous iteration of pure electric models and streamlining extended-range SKUs [2].
浙大&理想用全新连续性思路得到显著更好的深度估计效果
理想TOP2· 2026-01-09 12:34
2026年1月6日浙大 & 理想 发布InfiniDepth: Arbitrary-Resolution and Fine-Grained Depth Estimation with Neural Implicit Fields 这篇论文实质是在讲 用全新连续性思路,更少的计算成本,得到显著更好的深度估计效果,尤其是预测细粒度几何细节方面。 深度估计可以理解成看到一张实拍图,去推算这张图里一切实体表面的三维结构。深度估计得越准,车就能越好地感知周围环境,也能更好的重建和生 成世界模型 。 InfiniDepth 本质是提供了极高精度的几何结构,在单目RGB下提供相对深度;在配合激光雷达或稀疏深度输入时,能生成超高分辨率的精准绝对深度。 目前主流深度估计方法,通常把深度图看作一个普通的二维图像(网格)。放得越大,看着就越模糊,越像马赛克,细节全丢了,且输出分辨率通常被 限制在训练时的尺寸 。 InfiniDepth基于神经隐式场(Neural Implicit Fields)。不再把深度看作一张由死板像素组成的画,而是看作一个连续的数学函数。可以询问这个函数图像上 任意位置(哪怕是两个像素之间)的深度值,都能给 ...
理想多次合作的年轻学者之浙大彭思达
理想TOP2· 2026-01-08 15:59
Core Insights - The article discusses the academic contributions and achievements of Sida Peng, highlighting his research in computer vision and graphics, particularly in depth estimation and urban scene modeling [1][2][3]. Research Contributions - Sida Peng has authored multiple influential papers, including "InfiniDepth," "StreetCrafter," and "Street Gaussians," focusing on advanced techniques in depth estimation and urban scene synthesis [1][2]. - His work has led to significant advancements in video generation and dynamic urban modeling, utilizing precise laser radar data for improved accuracy [2]. Citation Metrics - Since 2021, Sida Peng's citation count has increased significantly, reaching 7,470 citations across 36 papers, with 58 papers cited at least 10 times [3][4]. - His h-index stands at 36, indicating a strong impact in his field, with notable papers such as "PVNet" and "Implicit Neural Representations" receiving high citation counts [4]. GitHub and Open Source Contributions - Sida Peng has a substantial following on GitHub, with 2.3K followers and numerous high-citation articles that have open-sourced their code, contributing to the academic community [5][6]. - His repositories include projects related to neural representations and real-time instance segmentation, showcasing his commitment to sharing knowledge and resources [5]. Academic Guidance and Mentorship - The article emphasizes the importance of mentorship in academic growth, detailing how Sida Peng's experiences under Professor Zhou Xiaowei have shaped his research capabilities and achievements [11]. - It highlights the supportive environment provided by mentors, which is crucial for developing research skills and achieving significant academic milestones [11].
评论理想第一产品线负责MEGA/L789, 第二产品线负责i系列和L6
理想TOP2· 2026-01-06 16:46
Core Viewpoint - The restructuring of Li Auto's product lines aims to enhance decision-making efficiency and product consistency by shifting from a matrix organization to a more streamlined approach, with clear accountability for product lines [1][2]. Group 1: Product Line Adjustments - Li Auto will reorganize its product lines into two main categories: one led by "Old Tang" for MEGA, L9, L8, and L7, and another led by Li Xinyang for the i series and L6 [1]. - The transition from Huawei's IPD model to Toyota's CE model is intended to address issues of resource allocation and decision-making speed within the automotive industry [1][2]. - The i8 series will continue to be iterated upon and will not be discontinued, with a focus on adjusting models priced between 300,000 to 400,000 and potentially introducing a model above 500,000 [1]. Group 2: Leadership and Responsibility - There has been a significant imbalance in the responsibilities and powers of product line leaders, with the expectation that they will now have more authority to influence their respective product lines [2]. - The current restructuring does not appear to designate a single individual as the overall responsible party for value delivery across the brand, sales, and product departments [2]. - The division of responsibilities between Old Tang and Li Xinyang is seen as a move towards balancing their roles, with Old Tang focusing on higher-priced models and Li Xinyang on lower-priced models [5][7]. Group 3: Market Positioning and Strategy - The new product line structure reflects a strategic alignment with market demographics, where Old Tang is perceived to better understand older consumers and Li Xinyang is more attuned to younger buyers [4][6]. - The division aims to minimize internal competition while ensuring that both leaders have overlapping responsibilities that foster collaboration rather than conflict [7].
理想音响系统研发负责人分享MEGA铂金音响与22款L9音响硬件区别
理想TOP2· 2026-01-06 03:12
推荐购买音乐APP会员,选SQ,好音响系统会让差音源效果更差,好音源效果更好。音源在录音棚制作时的声音风格取向与车内是一致的。 从左至右分别为前门高音、中音,后门低音扬声器。 22款L9后门低音扬声器。采用传统结构锥盆扬声器。振膜采用了比较特殊的材质碳纤维。不少人质疑是不是真的碳纤维,可用万用表测试音盆是导电 的,听感低频饱满。 MEGA后门低音扬声器不是传统结构,音盆有向下与向上的弯折,盆架的磁铁也缩到音盆里,在相同厚度下,提升了扬声器音盆的震动幅度,低频至少 下潜10赫兹。设计了一些凸点,大音量表现会更好。 MEGA 与 22款L9 前门中音扬声器尺寸一致,形态完全不一样,材质也不同,MEGA用了Kevlar材质,俗称防弹布,一般用于军工防弹背心,韧性好、强 度高,让声音更饱满,传统振膜形状。很多MEGA车主反馈的听《月亮代表我的心》有胸腔浑厚饱满感得益于前门中音扬声器。 22款L9高音扬声器,采用高分子橡胶边,让高频解析力更清晰,高频上限大约22K赫兹。 MEGA高音扬声器形态与传统完全不同,环形音膜,高频上限大约35K赫兹。灵敏度提升也不小,让高频解析力,歌手情感、气息有更好体现。 视频版: 原视频发 ...
理想获100亿债务融资工具注册额度
理想TOP2· 2026-01-05 15:43
Core Viewpoint - The document outlines the approval of Li Auto's debt financing tools registration, allowing the company to issue up to 10 billion yuan in various debt instruments over a two-year period [2][3]. Group 1: Registration Details - The registered amount for Li Auto's debt financing tools is 10 billion yuan, valid for two years from the date of the notification [2]. - The joint lead underwriters for this issuance are Bank of China and China International Capital Corporation [2]. Group 2: Issuance Guidelines - Li Auto can issue various types of debt instruments, including super short-term financing bonds, short-term financing bonds, medium-term notes, perpetual notes, asset-backed notes, and green debt financing tools [3]. - Each issuance must specify the lead underwriter, product type, issuance scale, and duration [3]. Group 3: Compliance and Management - The company must adhere to the guidelines for issuing non-financial corporate debt financing tools and comply with self-regulatory management rules set by the China Interbank Market Dealers Association [3][4]. - Li Auto is required to disclose the use of raised funds according to the prospectus and must notify any changes in fund usage [3]. Group 4: Operational Conduct - The company must conduct its operations in compliance with national industrial policies and ensure healthy business development [3]. - In the event of significant events affecting debt repayment capability, Li Auto must follow investor protection mechanisms to safeguard investors' rights [3].
理想汽车出现在报纸版人民日报非广告的报道中
理想TOP2· 2026-01-04 12:43
2026年1月4日报纸版人民日报头版刊登"现在路子是对的,要继续走下去", 理想汽车这四个字出现在这篇头版报道的下转第四版中。 上下文为 一辆新能源汽车,跑出长江经济带高质量发展的"加速度"。 4小时,解决所需配套零部件供应。上海开发芯片和智能网联,江苏提供动力电池,浙江完成一体化压铸,安徽组装成整车……长江下游的长三角,4小 时车程内,就能集齐一辆新能源汽车所需的"大脑""心脏""骨架"等零部件。 40秒,造出一辆崭新的新能源汽车。在理想汽车常州智能制造基地,驱动电机、天窗玻璃、各类螺栓等3000多种零部件可实现智能配送,点焊、激光 焊、自冲铆接等连接工艺自动化率达到100%。 江海联运新通道高效便捷。"新能源汽车出口'芜湖—上海'航线全程直达、无中途挂靠,有效提升了运输链路的连贯性与稳定性。"上港集团市场发展中 心多式联运发展室高级经理陈光介绍。 整篇报道的主旨是深入贯彻"共抓大保护,不搞大开发"的战略思想,展现长江经济带在生态保护与绿色发展之间实现和谐统一的十年成就。 具体三个维度: 生态优先: 强调长江生态修复的紧迫性与必然性。通过中华鲟繁育、化工围江治理、十年禁渔等案例,说明长江生态环境已发生根本性 ...
接管次数不适合作为智驾能力水平的参考, 本质只是披着控制变量的皮
理想TOP2· 2026-01-03 13:28
5个观点: 1.同一路段接管次数受非常多因素影响,形式上看起来控制变量了,实质上完全没有控制变量,以接 管次数来衡量智驾能力水平误导性很强。 2.现阶段任意道路高智驾占比+低接管次数和驾驶员自身智驾水平高度相关,且着重强调这和开得久 不久不相关,和驾驶员自身天赋与努力程度相关。类比游戏玩得好不好和打得久不久不相关,和天赋 和努力程度相关。与此同时没有任何测评尝试去衡量驾驶员智驾水平,且即使尝试也非常难设计出一 套公允系统去衡量。 3.智驾终局评判好坏的维度很简单,没有主驾,用户随便在车里用电脑办公,现阶段评价智驾的大类 维度主要是实际体验与架构先进性,在这两个大类下,细分视角多如牛毛。 4.此时此刻不存在单一的客观公允的标准去衡量各家智驾实际体验水平的方法,任何一个只是单纯评 价XX比XX智驾更牛的结论可以考虑完全不去参考,可以参考一下对方认为更好的具体细节锚点是什 么。 5.截至2026年1月3日,没有任何一家在宣传侧说自己具备在中国道路上任意时刻稳定加塞的能力,包 括理想在内,TOP2观察所有车企智驾宣传的表现是好于实际表现的。TOP2判断 可以稳定加塞是全域 城区智驾跨越鸿沟到早期大众的充分条件 。 细 ...
理想2025年高速1200站目标完成, 4000站目标差93站
理想TOP2· 2026-01-02 13:17
Core Viewpoint - The article discusses the expansion of Li Auto's supercharging stations, highlighting significant growth in the number of stations and their strategic placement along highways, which is expected to enhance the charging infrastructure for electric vehicles in China. Group 1: Expansion Plans - As of December 31, 2024, Li Auto has 1,727 supercharging stations, with an increase of 345 stations in the last week of December and 136 stations added on December 31 alone [1] - By December 31, 2025, the number of supercharging stations is projected to reach 3,907, with 194 stations added in the last week of December and 72 on December 31 [1] - Li Auto plans to have a total of 4,800 supercharging stations by the end of 2026, with over 35% of these located on highways, equating to approximately 1,680 stations [1] Group 2: Charging Infrastructure Statistics - Currently, about 20% of highway service areas have Li Auto supercharging stations, with an average of one station every 318 kilometers on all highways in China [1] - By the end of 2026, it is expected that around 28% of highway service areas will feature Li Auto supercharging stations, reducing the average distance between stations to approximately 227 kilometers [1] - During the period from October 1 to 8, 2025, Li Auto's supercharging stations accounted for 12% of the total charging volume on national highways, with a total charging volume of 14.7 million kWh [4] Group 3: National Charging Station Growth - As of December 27, 2024, over 5,800 out of 6,000 highway service areas in China have installed charging piles, achieving a coverage rate of 97% [4] - The total number of charging piles in highway service areas has reached 33,000, with an increase of 12,000 compared to 2023 [4] - The number of charging sessions for new energy vehicles on highways reached 5.169 million, with a total charging volume of 1.23 trillion kWh during the same period, reflecting a 23.61% increase in daily average charging volume compared to the May Day holiday and a 47.3% increase compared to the previous year's National Day holiday [4]