Core Viewpoint - The article discusses the personal growth and maturity of Li Xiang, emphasizing the lessons learned from the 2008 financial crisis and how it shaped his understanding of responsibility, collaboration, and the importance of knowledge, wisdom, and trust in achieving personal and professional success [1][4][6]. Group 1: Personal Growth and Responsibility - The 2008 financial crisis was a pivotal moment for Li Xiang, marking his transition into adulthood and a deeper understanding of personal responsibility [4][6]. - Li Xiang faced significant challenges during the crisis, including cash flow issues and difficulties in securing financing, which led to internal conflicts with co-founders [2][3]. - The experience taught Li Xiang that personal capability directly influences outcomes, leading to a mindset shift where he accepted full responsibility for both successes and failures [2][3]. Group 2: Key Lessons from 2008 - Li Xiang identified three key markers of adulthood: the ability to learn and grow, clarity on personal desires and responsibilities, and the capacity to collaborate effectively with others [5][6]. - The realization that personal value is derived from the multiplication of knowledge, wisdom, and trust was a significant insight for Li Xiang, shifting his focus from solely knowledge to a more holistic view of personal development [3][6]. - The understanding that both operational efficiency and capital management are equally important for a company's success was a crucial lesson learned post-crisis [3].

Core Viewpoint - The 2025 model of L9 shows significant improvements in body motion control compared to the previous model, particularly in aspects like roll, pitch, and handling on uneven surfaces, although there is still room for improvement in steering feel and unsprung mass vibration control [1][8]. Suspension Comfort - The suspension comfort is rated 9 out of 10, with the comfort mode outperforming the sport mode. The vehicle maintains excellent performance in vibration isolation, road noise control, and seat comfort. However, the improvement in handling large impacts like potholes and speed bumps is minimal compared to the previous model [2]. - The second-row vibration isolation has improved, addressing the previous model's issues with rear seat vibrations. The vehicle exhibits excellent body motion control, particularly in bridge transitions, showcasing the advantages of the dual-valve CDC system [2]. Steering Control - The steering control is rated 7.5 out of 10, showing noticeable improvement over the previous model, although the absolute score remains relatively low [3]. - The vehicle features Michelin PS4 SUV tires, providing excellent grip and stability during cornering [4]. - The torque distribution strategy and TCS calibration are commendable, resulting in a neutral steering response with a low understeer tendency [5]. - However, the tire sidewall stiffness is lower for comfort, leading to a vague steering center and non-linear response, particularly noticeable during small-angle steering inputs [6]. - The overall steering feel is acceptable, but quick lane changes reveal excessive damping, especially during rapid return to center [7]. Summary - The new L9 model with dual-chamber air springs and dual-valve CDC demonstrates significant enhancements in body roll and pitch control, resulting in a more stable and compact driving experience. Recommendations include increasing tire sidewall stiffness for improved steering linearity and addressing unsprung mass vibration control [8]. - Overall, the L9 is considered an excellent family SUV in its price range, worthy of recommendation [9].

基于2025年底4000+座目标 今年新增数进度值：24.90%→24.99% 今年剩余229天 今年时间进度值：37.26% 需每日 7.45 座，达到年底目标值 江苏省 苏州市 苏州相城环球港 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。 ———————————————————— 【附】2 座新增建成 北京市 朝阳区 北京十里堡地铁站 为城市4C站，规格：4C × 8 来源： 北北自律机 25年05月16日星期五 理想超充 2 新增。 超充建成数：2293→2295座 基于i8发布日期 2500+座目标 新增数进度值：73.22%→73.48% i8发布剩余76天（按7月31假设） i8发布剩余时间进度值：63.98% 需每日 2.70 座，达到 i8发布 目标值 ...

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].

Core Viewpoint - The article discusses the decision-making process behind the design choices for the Li Auto L9, particularly regarding the use of AD cameras for streaming rearview mirror functionality, emphasizing the trade-offs between technology and user experience [1][2][3]. Group 1: Technical Considerations - The 2022 Li Auto L9 utilizes a physical rearview mirror alongside a 21.4-inch screen for streaming, indicating a shift towards a more integrated display system [1]. - The AD camera has a limited field of view (FOV) of 60 degrees, which is insufficient compared to a 120-degree view that can capture more lanes, thus affecting user experience [2]. - The clarity of video is a concern, as AD cameras typically have lower resolutions (200-300 million pixels), while high-quality streaming mirrors require at least 800 million pixels for optimal performance [2]. Group 2: User Experience - Transitioning from a physical rearview mirror to a streaming version can cause dizziness if the FOV does not match human vision, which is why a 120-degree angle is preferred [2]. - The quality of images at night can suffer when using AD cameras, leading to yellowish tones and noise, which is not suitable for user-facing applications [2]. - The decision to not reuse AD cameras is based on the understanding that the needs of machines and users differ significantly, necessitating tailored solutions for each [3]. Group 3: Cost Implications - The choice to develop a new high-position brake light and an additional 800 million pixel camera incurs extra costs, which must be accepted by users as part of the product's value proposition [3].

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 ...

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 ...