来源：滚动播报 热门中概股周三普涨，纳斯达克中国金龙指数涨2.85%。百度、迅雷涨超11%，蔚来涨超6%，哔哩哔 哩、阿里巴巴、理想涨超2%，京东、网易涨超1%。 ...

#理想汽車 #02015 #港股 #窩輪 #牛熊證 #技術分析 #投資策略 #汽車股 #新能源車 #股票分析#港股窩輪Jenny 各位股友，大家好！今日就同大家講下理想汽車嘅短線走勢、技術分析與窩輪市場機會。 根據上日（15日）收市資料顯示，理想汽車（02015）全日收報97.55元，股價勁升 4.56%，成交額達 25.33 億元。近日市場普遍預期理想汽車未來幾個月會 推出更多新車型以進一步擴大市場份額，加上其銷量數據一直表現出色，這些因素都為股價提供了一定支援。 | 10:28 | | | 10:28 II S (D) | | | | --- | --- | --- | --- | --- | --- | | | | | OAL Q C. < | | | | 圖表 輪證 評論 資訊 | | | 圖表 | 輪滑 評論 資訊 | | | 20458 比迪匯豐六三購B.C | | | | 20006 比迪中銀六三購, | | | 交易中 09/16 10:28:20 | | | 88 42 | 交易中 09/16 10:26:52 | | | 0.194+ | 最高 0.201 開 | | 市 0.201 0. ...

2025年09月17日 证券研究报告 | 能源电子月报 功率公司业绩回暖，汽车与数据中心增长趋势明确 行业研究 · 行业月报 电子 投资评级：优于大市（维持） 证券分析师：胡剑 证券分析师：胡慧 证券分析师：叶子 证券分析师：詹浏洋 证券分析师：连欣然 S0980521080001 S0980521080002 S0980522100003 S0980524060001 S0980525080004 021-60893306 021-60871321 0755-81982153 010-88005307 010-88005482 hujian1@guosen.com.cn huhui2@guosen.com.cn yezi3@guosen.com.cn zhanliuyang@guosen.com.cn lianxinran@guosen.com.cn 请务必阅读正文之后的免责声明及其项下所有内容 功率公司业绩回暖，汽车与数据中心增长趋势明确 功率半导体业绩回顾：行业随收入与盈利能力逐步修复改善，汽车与数据中心仍为主要增长方向。 新能源汽车：我国新能源汽车功率200kW以上的主驱占比由22年的9%提升至25年 ...

| LI 理想汽车 | | | | --- | --- | --- | | 26.110 + -0.060 -0.23% | | 收盘价 09/16 16:00 美东 | | 26.880 ↑ 0.770 +2.95% | | 盘前价 09/17 04:24 美东 | | 三万24 将 15 9 日 9 | | ● 快捷交易 | | 最高价 26.245 | 开盘价 25.760 | 成交量 593.81万 | | 最低价 25.455 | 昨收价 26.170 | 成交额 1.54亿 | | 平均价 25.974 | 市福率 24.38 | 总市值 264.57亿 … | | 振 幅 3.02% | 市盈率(静) 24.52 | 总股本 10.13亿 | | 换手率 1.08% | 市净率 2.574 | 流通值 143.15亿 | | 52周最高 33.120 | 委 七, 47,49% | 流通股 5.48亿 | | 52周最低 19.104 | 量 比 1.11 | 色 主 1路 | | 历史最高 47.700 | 股息TTM -- | 换股比率 2.00 | | 历史最低 12.519 | 股息率I ...

智通财经APP获悉，国联民生证券发布研报称，25Q2以旧换新政策效果进一步显现，乘用车和商用车 总量环比向上。25Q2行业乘用车批发销量为711万辆，同比+13.0%，环比+10.8%；新能源乘用车批发销 量为363万辆，同比+33.6%，环比+25.2%，渗透率达到51.1%，同比+7.9pct，环比+5.9pct，渗透率突破 50%。受益产销规模的增长，25Q2零部件收入环比向上，应收周转率改善。此外，重卡销量25Q2环比 向上，面对天然气需求短期下滑挑战，龙头公司产品力领先，加强成本费用控制，业绩表现超预期。 国联民生证券主要观点如下： 行业：以旧换新效果进一步显现，25Q2需求环比高增 25Q2以旧换新政策效果进一步显现，乘用车和商用车总量环比向上。25Q2行业总营收9211亿元，同比 +9.1%，环比+15.4%；归母净利润339亿元，同比-8.9%，环比+2.0%，经营业绩环比增长。25Q2行业整 体毛利率为15.6%，同比-0.9pct，环比-0.3pct，环比下滑主要系乘用车板块影响；期间费用率为11.2%， 同比-0.4pct，环比-0.4pct，同环比均有所改善。25Q2行业经营性现金流净 ...

Core Insights - The establishment of the Star Ring OS community aims to create a unified, efficient, and reliable technical platform for computing, communication, and control functions in vehicles, facilitating the transition of smart cars into the AI era [1][3][5] Group 1: Community Formation and Objectives - The Star Ring OS community was officially launched with 16 ecosystem partners from various sectors, including automotive chips, software services, hardware, and vehicle manufacturing [1][3] - The community will focus on key technology breakthroughs and long-term technical roadmap development, promoting the application and innovation of smart automotive operating systems [3][5] - The guiding principles of the community emphasize openness, neutrality, sharing, and co-construction, with a governance model that includes a guiding committee and specialized interest groups [9] Group 2: Technical Features and Development - Star Ring OS is a self-developed automotive operating system by Li Auto, designed to support intelligent driving and smart cockpit technologies, with a focus on open-source collaboration to avoid fragmentation and reduce R&D costs [3][5][6] - The operating system features a unified software architecture that includes AI computing systems, real-time systems, middleware, and security systems, ensuring high efficiency and reliability [6][7] - The community has established a complete development toolchain and technical support to facilitate efficient development and rapid mass production, enhancing user experience [7][8] Group 3: Ecosystem and Collaboration - Since its open-source announcement, Star Ring OS has gained recognition from over 30 companies and communities, forming a preliminary ecosystem network [8][9] - The community's rapid growth in developer contributions has led to a significant reduction in problem resolution time, from an average of 50 days to 10 days, enhancing community engagement [9]

长江证券则表示，理想汽车后续车型规划清晰，直营渠道持续布局，未来销量空间广阔。理想下半年高 压纯电产品将加速发力，家庭六座纯电SUV 理想i8已于7月上市，家庭五座纯电SUV理想i6 将于9 月上 市，届时理想将实现4 款增程电动SUV+1 款旗舰MPV+2 款高压纯电SUV的产品布局，展望未来强势新 车周期开启将打开公司销量空间。 智通财经APP获悉，理想汽车-W(02015)涨超4%，截至发稿，涨4.3%，报104.4港元，成交额24.01亿港 元。 消息面上，9月16日，李想官宣，理想i6定档9月26日发布。据了解，理想i6是理想汽车推出的第二款纯 电SUV。摩根士丹利近日研报称，即将于9月下旬推出的i6车型对理想汽车至关重要，建议采取更激进 的定价策略，将指导价从此前暂定的25-30万元下探至20-25万元区间。大摩分析师认为，理想汽车需要 在20%毛利率和月销2万辆之间做出选择。 ...

Core Viewpoint - Li Auto's stock price increased by over 4%, reaching HKD 104.4, with a trading volume of HKD 2.401 billion, following the announcement of the launch date for the Li Auto i6 electric SUV on September 26 [1] Group 1: Product Launch and Pricing Strategy - The Li Auto i6 is set to be the company's second pure electric SUV, with a significant emphasis on its upcoming launch [1] - Morgan Stanley suggests a more aggressive pricing strategy for the i6, recommending a price range of RMB 200,000 to RMB 250,000, down from the previously estimated RMB 250,000 to RMB 300,000 [1] - Analysts believe that Li Auto must choose between maintaining a 20% gross margin and achieving a monthly sales target of 20,000 units [1] Group 2: Future Product Line and Market Potential - Changjiang Securities indicates that Li Auto has a clear plan for future models and is expanding its direct sales channels, suggesting significant sales potential ahead [1] - The company is expected to accelerate the launch of high-pressure pure electric products in the second half of the year, with the Li Auto i8 already launched in July and the i6 set to launch in September [1] - Li Auto's product lineup will include four range-extended electric SUVs, one flagship MPV, and two high-pressure pure electric SUVs, indicating a strong new vehicle cycle that will enhance the company's sales capacity [1]

港股科技ETF紧密跟踪中证港股通科技指数，中证港股通科技指数从港股通范围内选取50只市值较大、 研发投入较高且营收增速较好的科技龙头上市公司证券作为指数样本,以反映港股通内科技龙头上市公 司证券的整体表现。 数据显示，截至2025年8月29日，中证港股通科技指数(931573)前十大权重股分别为腾讯控股(00700)、 阿里巴巴-W(09988)、小米集团-W(01810)、比亚迪股份(01211)、中芯国际(00981)、美团-W(03690)、快 手-W(01024)、信达生物(01801)、小鹏汽车-W(09868)、理想汽车-W(02015)，前十大权重股合计占比 64.91%。 港股科技ETF(159751)，场外联接(A：021294；C：021295；I：022884)。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至2025年9月17日 13:35，中证港股通科技指数(931573)强势上涨2.83%，成分股商汤-W(00020)上涨 15.79%，金山云(03896)上涨11.71%，东方甄选(01797)上涨7.01%，中芯国际(00981)，阿里巴巴- W( ...

Group 1 - The core point of the article is that Li Auto's CEO, Li Xiang, announced on social media that the Li Auto i6 will not have a small order and will start deliveries at the end of September [1] Group 2 - The announcement indicates a significant milestone for Li Auto as it prepares to deliver the i6 model, which may impact the company's sales and market positioning [1] - The lack of a small order suggests that the company is confident in the demand for the i6, potentially reflecting a strong market reception [1]