8月6日，理想汽车产品负责人汤靖晒出一张网络水军组织抹黑理想汽车的兼职群聊天截图，并调侃称："能不能拉我进群，我有2台车，MEGA和L9各一 台，我能一天发一千条。" 截图显示，兼职人员主要有两个任务，一是收集理想汽车各种不规范行为，二是去理想车主笔记或者理想视频下方恶意评论。 主要内容如下： 各位群友们，8月最新任务已出，随时可做，不限平台抖音小红书最佳！ 任务1：收集理想汽车各种不规范行为，不限于停车，开车压线，变道不打灯等行为。价格：图片一张5元，视频一条8元（会审核，网图不算，不能重 复，可AI生成，但需看着真！） 任务2：去理想车主笔记或者理想视频下方恶意评论。价格：一条评论1.5元，带图评论2元，评论完需要整屏截图，会审核，审核不通过超过10条取消任 务资格。 注意：做任务即可，无需引战，引战后果属个人行为自行承担。做完任务请小窗发给群管理员，次日9-11点结算工钱。 不少网友喊话理想汽车法务部要对网络水军有所行动。还有自称是理想车主和股东的人表示很受伤，"法务和公关再不作为，会动摇理想的根基和品牌形 象"。还有网友认为，最重要的是查出背后组织，"天天光在这发微博有什么用，到底是谁组织的，谁出的钱 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 94.85 billion HKD on August 6, 2023, indicating strong investor interest in certain stocks, particularly Tencent, Alibaba, and SMIC, while Xiaomi faced notable net selling [1][4]. Group 1: Northbound Trading Activity - Northbound trading through Stock Connect saw a net buy of 44.69 billion HKD from Shanghai and 50.16 billion HKD from Shenzhen [1]. - The most bought stocks included Tencent (00700), Alibaba-W (09988), and SMIC (00981) [1]. - Xiaomi Group-W (01810) was the most sold stock, with a net sell of 2.29 billion HKD [6]. Group 2: Individual Stock Performance - Tencent Holdings (00700) had a net buy of 26.36 billion HKD, with total trading volume of 45.54 billion HKD, reflecting a net inflow of 7.18 billion HKD [2]. - Alibaba-W (09988) saw a net buy of 19.21 billion HKD, with total trading volume of 31.64 billion HKD, resulting in a net inflow of 6.78 billion HKD [2]. - SMIC (00981) recorded a net buy of 13.47 billion HKD, with a total trading volume of 23.30 billion HKD, leading to a net inflow of 3.64 billion HKD [2]. Group 3: Company-Specific News - Tencent's new mobile game "无畏契约" is anticipated to generate annual revenue of 5 to 6 billion CNY, with over 50 million pre-registrations [4]. - Alibaba launched a new membership system integrating various services, marking a strategic shift towards a comprehensive consumer platform [5]. - SMIC is expected to report a quarterly revenue decline for the first time in two years, with a guidance range of 4% to 6% [5]. - Crystal Technology (02228) secured a record order of approximately 470 billion HKD (59.9 billion USD) for drug development collaboration [6].

| 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02015 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,500,000,000 | USD | | 0.0001 | USD | | 450,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 4,500,000,000 | USD | | 0.0001 | USD | | 450,000 | | 2. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | B | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市 ...

中证港股通消费： 前五大行业：传媒（18.89%）、社会服务（16.80%）、电子（16.67%）、商贸零售（14.71%）、汽车（13.96%） 中证港股通消费指数与国证港股通消费指数是布局港股消费领域的重要工具。尽管二者同属消费主题，但在编制逻辑、资产配置与市场适 应性上存在显著差异。 核心定位差异 中证港股通消费指数：从中证港股通综指样本空间筛选股票，要求日均成交额不低于1000万港元，覆盖主要消费及剔除特定行业的可选消 费领域，按市值选取前50名个股，侧重互联网、汽车等泛消费板块。 国证港股通消费指数：则聚焦互联互通资格股，剔除成交额后10%的股票，精选个人用品、家庭用品等消费领域标的，同样取市值前50 名，但更强调悦己消费新场景，显著降低互联网与汽车配置权重。 中证聚焦高流动性大盘消费股，覆盖互联网及车产业链；国证则精筛纯消费标的，放大泡泡玛特、老铺黄金等新消费权重，弱化互联网与 汽车配置。 指数特征多维透视（申万一级行业，截至2025年6月30日） 核心成份股：小米、腾讯、阿里、美团、比亚迪、泡泡玛特、快手、理想汽车、创科实业、小鹏汽车。前十大成份股权重占比合计达 76.41%。 国证港股通消费： ...

Core Insights - The core idea of the article revolves around Li Auto's strategic adjustment to its i8 model, emphasizing a user-centric approach in a highly competitive electric vehicle market [1][12]. Group 1: User-Centric Adjustments - Li Auto announced significant changes to the i8 model just seven days after its launch, including the cancellation of multiple configurations and standardizing the Max version with popular features like a refrigerator and high-end audio system, while reducing the price to 339,800 yuan [1][4]. - The decision to streamline the model lineup and enhance features was driven by user feedback, with over 98% of customers preferring higher-end configurations and expressing frustration over complex selection rules [4][6]. - The price adjustment from 349,800 yuan to 339,800 yuan, along with additional perks like a 10,000 yuan audio system, reflects a strategy of "price reduction with added value" [4][10]. Group 2: Market Positioning and Strategy - The i8 targets the 300,000 to 400,000 yuan price range, identified as a "golden blue ocean" in the pure electric SUV market, where no other models have achieved monthly sales exceeding 4,000 units, presenting a significant opportunity for Li Auto [8]. - Li Auto's adjustments position the i8 to compete directly with Tesla's Model Y and other luxury brands, aiming to redefine market standards with superior features such as a refrigerator and zero-gravity seats [8][12]. - The company has already established a leading position in the 300,000 to 400,000 yuan SUV market, surpassing traditional luxury brands in sales during the first half of 2025, indicating strong brand loyalty and market potential for the i8 [8][12]. Group 3: Customer Assurance and Communication - To ensure customer satisfaction, Li Auto implemented a rapid response mechanism for existing orders, allowing users to confirm configurations by August 10 without affecting delivery timelines [10]. - The company guarantees that previously promised features and benefits, such as charging rights and home charging installations, will remain intact for customers who have locked in their orders [10]. Group 4: Industry Implications - The adjustments made to the i8 model serve as a case study in "user-driven innovation," showcasing how prioritizing user needs can lead to successful product iterations and market leadership in the competitive electric vehicle sector [12].

调整前 理想i8 Pro 售价32.18万元 8月6日午后，截至14:36发稿，港股理想汽车跌超5%。 | | 97.650 -5.150 -5.01% | | | | | 理想汽车 - W 立即 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | 2015 交易 | | HKEX HKD 14:36:23 | | | | | | | 通 > △ + | | 美(U) | 25.590(-0.51%) U/H:+2.86% | | | 交生 | 3.94% 120日 | | -2.06% | | 委比 | 24.78% 委差 | | 18.84万 | 5日 | -6.56% 250日 | | 32.68% | | 卖五 | 97.900 2.50万（ | | 10) | 20日 | -7.44% 52周高 | | 138.30 | | 卖儿 | 97.850 2.11万 | | 10 ) | 60日 | -9.50% 52周低 | | 69.05 | | 英三 | 97.800 5.02万 | | 42 ) | | 202 ...

Group 1 - The Hong Kong stock market showed mixed performance on August 6, with notable strength in Apple-related stocks and coal stocks [1] - The Hong Kong Stock Connect Automotive ETF (159323) experienced fluctuations, with top performers including Minth Group, Haitian International, Great Wall Motors, and Horizon Robotics, while Li Auto, Leap Motor, and Zhongsheng Holdings saw declines, with Li Auto dropping over 5% in the afternoon [1] - Li Auto reported July sales of 31,000 units, a year-on-year decline of 39.7% and a month-on-month decrease of 15.3%, with cumulative sales for the first seven months of the year at 235,000 units, down 2% year-on-year [1] Group 2 - Li Auto launched its first pure electric SUV, the Li i8, at the end of July, and recently announced a price adjustment for the Li i8Max from 349,800 yuan to 339,800 yuan [1] - The Li i8 is set to begin deliveries on August 20, and institutions remain optimistic about the new product's performance, with Guo Zheng International attributing the sales decline in July to increased competition from similar products [1] - The Hong Kong Stock Connect Automotive ETF (159323) is based on the Hong Kong Stock Connect Automotive Index (931239.CSI), which focuses on the Hong Kong vehicle sector and includes a higher proportion of new energy vehicle manufacturers compared to similar indices in A-shares [2] - As of August 5, the index's price-to-earnings ratio (TTM) was 20.02, significantly lower than various A-share automotive theme indices, indicating potential valuation attractiveness [2]

【理想汽车跌超5%】智通财经8月6日电，理想汽车跌超5%，公司7月交付量同比下降40%。8月5日，理 想汽车方面宣布对理想i8进行统一的配置调整，以理想i8 Max版本车型作为标准配置，并将售价从34.98 万元调整为33.98万元。 ...

Core Viewpoint - Li Auto's stock experienced a decline of 5.01% on August 6, trading at 97.65 CNY per share with a transaction volume of 2.232 billion CNY, indicating market volatility and investor sentiment towards the company [1]. Company Overview - Li Auto focuses on the design, research and development, manufacturing, and sales of luxury smart electric vehicles, particularly known for its range-extended electric vehicles, aiming to provide safe, convenient, and comfortable travel experiences for family users [1]. - Since its mass production began in 2019, the company has launched multiple high-end models and continues to expand its product line to attract a broader user base [1]. Financial Performance - As of the first quarter of 2025, Li Auto reported total revenue of 25.927 billion CNY and a net profit of 650 million CNY [2].

Core Viewpoint - Li Auto's stock experienced a decline of over 5% on August 6, following a significant year-on-year drop in vehicle deliveries for July, which fell by 39.74% to 30,731 units [1] Group 1: Vehicle Deliveries - In July, Li Auto delivered 30,731 new vehicles, marking a year-on-year decrease of 39.74% [1] Group 2: Product Launch and Controversy - Li Auto launched its first pure electric SUV, the Li Auto i8, on July 29, which faced controversy due to a crash test video showing a heavy truck failing to collide with the i8 [1] Group 3: Pricing and Configuration Adjustments - On August 5, Li Auto announced a unified configuration adjustment for the i8, standardizing it to the i8 Max version and reducing its price from 349,800 yuan to 339,800 yuan [1]