本文结构： 先介绍AI学术圈为什么很多特点与其他学科不一样，引入能发多篇顶会的中国公司其实蛮多的，含金量并不高。这块我很懂, 我上一段创业 受众就是ICCV/CVPR/AAAI/ICLR的投稿者。 再详细论述理想VLA的原始创新度是DeepSeek MoE级别，没有跟随特斯拉了(VLM之后就不是跟随了，是深度参考)，并指出原始创新度低于DeepSeek的 MLA，MLA原始创新度低于Transformer。 目前有能力做出MoE级别原始创新的中国公司很少，这块很有含金量。 以下为正文： 25年6月27日，理想自动驾驶负责人表示自动驾驶团队5篇论文中稿ICCV，VLA交付后会把"梯队"拿掉。 李想补充到，理想基座模型团队还有三篇论文被录用，在措辞上对入选ICCV给予了很高评价。 TOP2上一段创业经历受众就是AAAI/ICML/NeurIPS/ICLR/CVPR/ICCV这些顶会的投稿者，所以TOP2对这块特别懂。 AI学术圈与其他学科圈特点有非常多不同 AI学术圈会议比期刊重要 ，本质原因是，AI学术发展速度太快，而期刊审稿周期太长，旧有的以期刊为中心的学术共同体范式难以满足AI学术圈的发展 需求。 AI会议 ...

来源： 北北自律机 25年06月29日星期日 理想超充 24 新增。 超充建成数：2605→2629座 基于2025年底4000+座目标 今年新增数进度值：38.63%→39.68% 今年剩余185天 今年时间进度值：49.32% 需每日 7.41 座，达到年底目标值 【附】24 座新增建成 北京市 大兴区 北京大兴宏康路5号 为城市/商业中心4C站，规格：4C × 6 北京市 房山区 北京房山昊天大街 为城市/商业中心5C站，规格：4C × 6 5C × 2 北京市 丰台区 北京宝隆大厦 为城市/商业中心4C站，规格：4C × 6 北京市 海淀区 北京西海国际中心 为城市/商业中心4C站，规格：4C × 6 海南省 ———————————————————— 海口市 美兰服务区(海口绕城高速海口方向) 为高速服务区4C站，规格：4C × 6 河北省 保定市 崔庄服务区(津雄高速石家庄方向) 为高速服务区5C站，规格：2C × 3 5C × 1 河北省 保定市 崔庄服务区(津雄高速天津方向) 为高速服务区5C站，规格：2C × 3 5C × 1 河北省 保定市 徐水服务区(京港澳高速北京方向) 为高速服务区5C ...

Core Viewpoint - The company has launched its first high-speed supercharging stations in Hunan, featuring all 5C charging piles, which are designed to prioritize charging for its own electric vehicles while also accommodating other brands [1][3]. Group 1: Charging Station Operations - The newly opened stations in Hunan consist of eight locations, each equipped with four 5C charging piles, and are open to all new energy vehicles [1][5]. - The charging capacity of each station varies, with most ranging from 480-600 kW, limiting the simultaneous use of multiple 5C piles [2]. - The company plans to focus on high-speed stations with all 5C piles, while city stations may have more operational flexibility [3]. Group 2: Strategic Expansion - The company aims to secure charging resources in densely populated areas and high-traffic highways, with a willingness to invest in regions with limited charging infrastructure [4]. - The company has already made progress in provinces with no existing high-speed charging stations and is actively pursuing opportunities for expansion [4]. Group 3: Product Value Proposition - The supercharging system is positioned as the optimal solution for the Chinese market ahead of the large-scale commercialization of solid-state batteries, integrating 5C batteries, supercharging stations, and next-generation electric vehicle designs [5]. - The company emphasizes a balanced approach to cost, real-world range, charging speed, capacity limitations, and overall user value, aiming for positive user experiences to drive sales [5].

Core Insights - The article discusses the progress of the Ideal Auto's supercharging station construction, highlighting the increase in the number of stations and the target for the end of 2025 [1][2]. Summary by Sections Supercharging Station Construction Progress - The total number of supercharging stations has increased from 2582 to 2605, with a recent addition of 23 stations [1]. - The previous count was 2545, indicating a growth of 37 stations recently [1]. - The current progress towards the goal of over 4000 stations by the end of 2025 stands at 38.63%, with 186 days remaining in the year [1]. - To meet the year-end target, an average of 7.50 stations need to be constructed daily [1]. New Stations Details - A total of 60 new stations have been established across various provinces, including: - Anhui: 4C × 4 at Baolong Plaza, Bengbu City - Beijing: Multiple locations with specifications of 4C × 6 and 4C × 4 [1][3][4]. - Guangdong: New stations in Guangzhou with specifications of 4C × 6 and 4C × 4 [1][3]. - Other provinces include Hunan, Jiangsu, and Zhejiang, with various configurations of 4C and 5C stations [3][4][7][8].

Core Viewpoint - The company is unlikely to meet its Q2 2025 delivery guidance due to insufficient sales momentum and historical performance trends [1][2]. Group 1: Delivery Guidance and Sales Performance - The company's Q2 2025 delivery guidance is set between 123,000 and 128,000 units, with April and May deliveries recorded at 33,939 and 40,856 units respectively, indicating a need for June deliveries to be between 48,205 and 53,205 units [1]. - Historical data shows that the company has only exceeded weekly insurance numbers of 13,000 units six times, with the highest two-week total being 28,020 units in December 2024, suggesting that achieving the required sales volume in June is unlikely [2]. - If the company does not update its delivery guidance, it will mark the third time in history that it fails to meet quarterly delivery targets [2]. Group 2: Strategic Changes and Market Position - Recent reforms aim to enhance sales focus on value delivery, but current strategies are not effectively achieving this goal, which may impact sales in the short term [4]. - The company is expected to eventually align its strategies with its values, but this process may take time, leading to potential short-term sales declines [4]. - The recent success of a competitor, YU7, has prompted reflections on the company's unique strengths and areas for improvement, suggesting that the company should learn from the competitor's successful strategies [5]. Group 3: Market Dynamics and Consumer Perception - The company’s core product lines face challenges in maintaining consumer confidence, as repeated cycles of performance fluctuations can lead to loss of trust among consumers [6]. - The strong leadership of the company's founder is seen as a potential long-term advantage in competing with established players like Xiaomi, although the timeline for realizing this advantage remains uncertain [6]. - The current market perception of YU7 as a high-value vehicle is driven by consumer beliefs in its resale value, indicating that the company may need to enhance its product appeal to compete effectively [6][7].

Core Viewpoint - The article discusses the progress of the company's supercharging station construction, highlighting the current number of stations and the targets set for the end of 2025 [2]. Group 1: Supercharging Station Construction - The total number of supercharging stations has increased from 2542 to 2545, with a goal of exceeding 4000 stations by the end of 2025 [2]. - The progress towards this year's target shows an increase from 35.86% to 35.99%, indicating a steady advancement in construction [2]. - There are 188 days remaining this year, and the current time progress is at 48.49%, necessitating the completion of 7.74 stations daily to meet the year-end goal [2]. Group 2: New Stations Built - Three new supercharging stations have been completed in different locations: - Haikou City, Hainan Province: A 4C station with specifications of 4C × 4 [2]. - Zhanjiang City, Guangdong Province: A 4C station with specifications of 4C × 6 [2]. - Changzhou City, Jiangsu Province: A 5C station with specifications of 4C × 6 and 5C × 4 [2].

Core Viewpoint - The article discusses how the company successfully positioned its first mass-produced vehicle, the Li Auto ONE, as a family-oriented car, achieving significant sales milestones in the Chinese automotive market [1][17]. User Identification - A critical decision in the development of Li Auto ONE was identifying the target user group, which ultimately became "family users," specifically families with children [3][5][6]. - The clarity of the "family user" profile allowed the company to tailor the vehicle's features to meet specific needs, distinguishing it from other user categories [7]. Product Features for Family Users - The vehicle was designed with intelligent in-car interactions to cater to all family members, including elderly and young passengers, allowing them to control various functions through voice commands [8][9]. - The introduction of a multi-zone voice interaction system enabled personalized service for each passenger, enhancing the overall user experience [9]. - The vehicle also features a larger passenger screen for entertainment, addressing the common need for rear-seat entertainment during long trips [10]. Innovative Layout and Design - The Li Auto ONE introduced a 2-2-2 seating layout, which improved accessibility to the third row and enhanced the overall passenger experience compared to traditional 2-3-2 layouts [11][12]. - The vehicle included electric adjustments for the second-row seats, making it more user-friendly for families with elderly or young members [12]. Technological Advancements - The company adopted a range-extended electric vehicle (REEV) technology, which became a mainstream choice for large SUVs, addressing range anxiety for family trips [14]. - The Li Auto ONE was equipped with a large-capacity hybrid battery, providing a significant pure electric range of 180 km, which was among the best in its class at the time [15][16]. Market Impact and Recognition - The Li Auto ONE became the first domestic vehicle priced over 300,000 yuan to achieve monthly sales exceeding 10,000 units, marking a significant milestone in the Chinese automotive market [17]. - The vehicle's design and features were praised for meeting the unspoken needs of families, leading to high customer satisfaction and loyalty [18]. Brand Positioning - The company has consistently focused on family users since the launch of its first vehicle, establishing itself as a leader in the family car segment through continuous innovation and attention to user needs [19][21]. - The brand is now recognized as the go-to choice for family vehicles in the market, differentiating itself from competitors by emphasizing user-centric design and functionality [22].

Core Viewpoints - The company believes there is a 50% probability that YU7 will stabilize below 28,000 units and a 50% probability that it will stabilize above 28,000 units, with future stabilization potentially below 20,000 or above 40,000 units [1][7] - YU7 has significant product highlights, but if autonomous driving arrives quickly, the product definitions of SU7/YU7 may not remain classic, with the ideal of range-extending/pure electric becoming the new standard [1][5] - The current state of Xiaomi's YU7 is similar to the state of Li Auto's MEGA prior to its launch in March 2024, but YU7's sales are unlikely to reach the planned 8,000 units, as it has struggled to exceed 1,000 units for seven consecutive months [1][6] Detailed Analysis - The 28,000 unit figure is based on SU7's sales from March to May 2025, where SU7 delivered over 28,000 units for three consecutive months. Optimistic market views on YU7 sales are based on the historical performance of SUVs over sedans in China and comparisons to the sales ratio of Model Y to Model 3 [2][6] - TOP2 believes YU7 has a 50% chance of not surpassing SU7's peak sales. SU7's core product values include aesthetics, handling, and emotional value, with SU7's design being superior to any other model under 500,000. YU7's aesthetic appeal compared to SU7 is uncertain, but generally, SUV designs are less appealing than SU7 [3][4] - SU7's emotional value is enhanced by its design and association with the "Dream Car" concept, which may not be as strong for YU7. The perception of SU7 as a desirable vehicle is reinforced by its performance and brand association, while YU7 may not evoke the same emotional response [4][5] - If the autonomous driving era arrives quickly, larger space and comfort will become the primary product definitions, overshadowing aesthetics and handling. The design philosophy will evolve to prioritize functionality over form, as seen in the shift from traditional combustion engine aesthetics to modern electric vehicle designs [5][6] - There are seven similarities between YU7's current state and MEGA's pre-launch status, including strong internal confidence, a belief in a potential market shift, and recent safety incidents affecting public perception. Both companies have experienced significant market valuation fluctuations leading up to their respective launches [6][7] - Unlike MEGA, which faced a challenging launch environment, YU7 is expected to avoid similar pitfalls due to lessons learned from past experiences and proactive measures taken by Xiaomi to manage public perception [7][8]

Core Viewpoint - The article discusses the progress of the construction of supercharging stations by a company, highlighting the current status and future targets for the year 2025 [1]. Group 1: Construction Progress - The total number of supercharging stations has increased from 2525 to 2542, with a goal of exceeding 4000 stations by the end of 2025 [1]. - The progress rate for new stations this year has improved from 35.11% to 35.86%, indicating a positive trend towards meeting the annual target [1]. - With 189 days remaining in the year, the time progress value stands at 48.22%, necessitating the completion of approximately 7.71 stations per day to achieve the year-end goal [1]. Group 2: New Stations Details - A total of 17 new supercharging stations have been constructed, with locations including: - Beijing: Fangshan District, Li Bayuan South Road, a 4C × 6 station [1]. - Fujian: Xiamen Longrun Parking Lot, a 4C × 6 station [1]. - Guangdong: Guangzhou Xiyue Kelton Hotel, a 4C × 6 station [1]. - Guangdong: Shenzhen Meisheng Chuanggu Technology Innovation Park, a 4C × 6 station [1]. - Hebei: Handan Wudeli Building, a 4C × 4 station [1]. - Hebei: Zhangjiakou High-speed Railway Station Parking Lot, a 4C × 6 station [1]. - Hubei: Yichang Three Gorges Dam Mountain Resort Hotel, a 4C × 6 station [1]. - Inner Mongolia: Ordos Daxing International Commercial Center, a 4C × 6 station [1]. - Shandong: Jinan Huaiyin West Road, a 5C station with specifications of 2C × 3 and 5C × 1 [3]. - Shandong: Weifang Kuiwen Shuiying Happiness City, a 5C station with specifications of 2C × 3 and 5C × 1 [3]. - Shandong: Yantai Zhi Fu Yujin Tai, a 4C station with specifications of 4C × 4 [3]. - Shaanxi: Xi'an Dujiabao Parking Lot, a 4C station with specifications of 4C × 4 [3]. - Shanghai: Baoshan District, Shanghai Lianghang Creative Park, a 4C × 6 station [3]. - Shanghai: Baoshan District, Shanghai Baoshan Changlin Road, a 4C × 4 station [3]. - Shanghai: Fengxian District, Shanghai Paimile South Bridge Central, a 4C × 6 station [3]. - Shanghai: Jiading District, Shanghai Jiading Cao'an Highway, a 4C × 6 station [3]. - Zhejiang: Ningbo Yinzhou Tiangong Xiyue Hotel (Wanda Plaza Store), a 4C × 6 station [3].

Core Viewpoint - The company expresses confidence that the sales of the refreshed model will soon return to a monthly sales level of 50,000 units, despite current challenges in order numbers and market conditions [1][2]. Group 1: Sales Performance and Orders - From April 21 to June 1, the company recorded over 10,000 orders for six consecutive weeks, indicating a strong fundamental basis for achieving the 50,000 sales target [2]. - The order situation for the L series has deteriorated or failed to meet expectations, as indicated by recent conference calls [2]. - Between June 2 and June 22, the L series insurance numbers were significantly below the required 45,000 monthly deliveries, with figures of 7960, 7392, and 8290 respectively [1]. Group 2: MEGA Model Insights - The MEGA model's insurance numbers from May 26 to June 22 were 538, 310, 482, and 640, with a total of approximately 2208 units expected for June and around 3000 units for July if the trend continues [3]. - The MEGA model has become the top-selling pure electric MPV in its price segment as of June 16-22, with the main competitor being the Jihu Kaola [4]. - To maintain a monthly delivery of 3000 units for the MEGA, the company needs to secure monthly orders of over 2000, while aiming for 4000 requires orders exceeding 3000 [5]. Group 3: Competitive Landscape - The main competitors for the MEGA model include the Jihu M9 and SU7U, which currently do not show the potential to achieve monthly deliveries of 3000 units [3][5]. - The Jihu Kaola has previously achieved monthly deliveries of over 3000 units, posing a significant competitive threat [4].