统一配置版本以理想i8 Max为基础，售价从34.98万元下调至33.98万元，额外赠送铂金音响，将后排娱乐屏列为选装配置，价格10000元，另外2个选装配置 是特殊颜色车漆（8000元）以及21寸轮圈（10000元）。至此，理想i8将全系搭载97.8kWh电池、冰箱、铂金音响及Thor辅助驾驶芯片。 此次调整配置后，原以36.98万元选择Ultra版本的用户，只需34.98万元即可获得，购车费用减少2万元。而此前以32.18万元选择Pro版本的用户，将额外支出 1.8万元的购车费用，但电池包容量从90.1kWh提升至97.8kWh，增加冰箱、Thor辅助驾驶芯片等配置。理想汽车表示，用户可选择退订或升级配置。 8月5日，理想汽车宣布取消Pro、Max及Ultra车型，统一配置版本，仅推出一款配置，售价33.98万元。理想汽车表示，理想i8上市以来，超过98%的用户选 择Max和Ultra车型，远超预期。然而消费者表示一些高端配置的选装不被支持，尤其希望冰箱作为标配，增加二排屏的选装，因此作出调价策略。 胜得!8 售价33.98万元 据了解，理想汽车7月29日发布首款纯电SUV i8，当时提供Po、Max、U ...

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。昨晚，理想汽车CEO李想在抖音发布视频，解答了理想i8为什么要 统一配置版本这一核心问题——主要是因为听了用户的需求。他还透露，理想i8小订用户超3万。 消息面上，8月1日，理想汽车公布2025年7月交付数据。2025年7月，理想汽车交付新车3.07万辆，环比 下滑15.3%，同比下滑39.7%。前7个月，理想累计交付23.5万辆，同比下滑2.2%。此外，此外，8月5日 晚，理想汽车公众号披露第31周（7月28日至8月3日）销量，周销量为5500辆，较上一周出现下滑。 智通财经获悉，理想汽车-W(02015)跌超3%，截至发稿，跌3.4%，报99.3港元，成交额14.16亿港元。 本文源自智通财经网 ...

理想汽车-W(02015)跌超3%，截至发稿，跌3.4%，报99.3港元，成交额14.16亿港元。 消息面上，8月1日，理想汽车公布2025年7月交付数据。2025年7月，理想汽车交付新车3.07万辆，环比 下滑15.3%，同比下滑39.7%。前7个月，理想累计交付23.5万辆，同比下滑2.2%。此外，此外，8月5日 晚，理想汽车公众号披露第31周(7月28日至8月3日)销量，周销量为5500辆，较上一周出现下滑。 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i8Max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。昨晚，理想汽车CEO李想在抖音发布视频，解答了理想i8为什么要 统一配置版本这一核心问题——主要是因为听了用户的需求。他还透露，理想i8小订用户超3万。 ...

另外李想透露，理想 i8 纯电 SUV 小订用户超 3 万。这次能够快速地决策和执行，是因为站在了用户的 视角，付出真金白银的用户告诉了理想团队他们喜欢什么样的配置、以及合理的价格，最后团队认真听 完了用户的需求，并把这个需求给到用户，而且还要比用户提出的需求再多一些分量。 (齐鲁晚报·齐鲁壹点客户端编辑 王雪婷 综合江南都市报、大江网等） 8月5日，理想汽车CEO李想发布视频，就理想i8车型配置改动一事与用户进行分享交流，解答了理想i8 为什么要统一配置版本这一核心问题。 李想表示，理想i8纯电SUV发布仅一周配置和价格大改主要是因为听了用户的需求，Pro / Max / Ultra 三 款车型会让用户的选择变得复杂，而且一些用户喜欢的配置（如冰箱、后排屏）放在了固定配置里，用 户无法选装。 据此前报道，理想汽车宣布，公司决定统一以理想 i8 车型配置版本，以理想 i8 Max 作为标准配置，并 将售价从 34.98 万元调整为 33.98 万元，同时额外赠送价值 1 万元的铂金音响，并提供后舱娱乐屏套装 作为选装；原以 36.98 万元选择 Ultra 版本的用户，只需要 34.98 万元的价格即可实现原 ...

Core Insights - Li Auto's CEO Li Xiang revealed that over 30,000 users have pre-ordered the Li Auto i8 model, indicating strong market interest [2] - The company announced a unified version of the i8, which will now come standard with all high-end features, addressing user feedback regarding the complexity of model choices [2] - The price of the i8 Max has been reduced from 349,800 yuan to 339,800 yuan, while users who initially chose the Ultra version can now access all features for 349,800 yuan [2] Delivery and Sales Performance - In July, Li Auto delivered 30,731 new vehicles, contributing to a total cumulative delivery of 1,368,541 vehicles as of July 31, 2025 [2]

Core Viewpoint - Li Auto focuses on designing, developing, manufacturing, and selling luxury smart electric vehicles, particularly featuring range-extended electric vehicles, aiming to provide safe, convenient, and comfortable travel experiences for family users [1]. Group 1: Company Performance - As of Q1 2025, Li Auto reported total revenue of 25.927 billion yuan and a net profit of 650 million yuan [2]. Group 2: Market Activity - On August 6, Li Auto-W (02015) experienced a decline of 3.55% in intraday trading, with a stock price of 99.15 yuan per share and a transaction volume of 741 million yuan [1].

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.86%, Green Power Environmental (01330) at 70.22%, and China Shenhua (01088) at 67.10% [1] - The largest increases in holding amounts over the last five trading days were seen in the following companies: Yingfu Fund (02800) with +5.886 billion, Hang Seng China Enterprises (02828) with +4.157 billion, and Li Auto-W (02015) with +2.947 billion [2] - The largest decreases in holding amounts over the last five trading days were recorded for Kangfang Biopharmaceutical (09926) with -0.774 billion, HSBC Holdings (00005) with -0.523 billion, and China Hongqiao (01378) with -0.506 billion [3] Group 1: Top Holding Ratios - China Telecom (00728) holds 10.39 billion shares, representing 74.86% of its total [1] - Green Power Environmental (01330) holds 0.284 billion shares, representing 70.22% of its total [1] - China Shenhua (01088) holds 2.266 billion shares, representing 67.10% of its total [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +5.886 billion in holding amount, with a change of +23.21079 million shares [2] - Hang Seng China Enterprises (02828) increased by +4.157 billion, with a change of +4.54198 million shares [2] - Li Auto-W (02015) increased by +2.947 billion, with a change of +2.86721 million shares [2] Group 3: Recent Decreases in Holdings - Kangfang Biopharmaceutical (09926) experienced a decrease of -0.774 billion, with a change of -0.47511 million shares [3] - HSBC Holdings (00005) saw a decrease of -0.523 billion, with a change of -0.54260 million shares [3] - China Hongqiao (01378) decreased by -0.506 billion, with a change of -2.37590 million shares [3]

| 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 美团-WR(83690) | 159.09 万元 | 100.00% | 40.96% | | 华润啤酒-R(80291) | 59.82 万元 | 92.85% | 35.46% | | 洪桥集团(08137) | 2.60 万元 | 39.79% | 35.43% | | 李宁-R(82331) | 9.04 万元 | 100.00% | 32.41% | | 香港中华煤气(00003) | 6072.39 万元 | 55.99% | 31.92% | | 中集集团(02039) | 1462.74 万元 | 45.52% | 31.19% | | 三一国际(00631) | 2441.91 万元 | 49.34% | 31.13% | | 统一企业中国(00220) | 3941.55 万元 | 44.53% | 30.78% | | 中国银行(03988) | 4.15 亿元 | 43.75% | 27.98% | | 龙湖集团(00960) | 4038.38 万元 | 44.47% ...

Core Viewpoint - The article highlights the launch of the Li Auto i8, which features significant upgrades in its driver assistance capabilities, particularly through the integration of the VLA (Vision-Language-Action) model, marking a milestone in the mass production of autonomous driving technology [2][3]. Summary by Sections VLA Model Capabilities - The VLA model enhances understanding of semantics through multimodal input, improves reasoning with a thinking chain, and aligns more closely with human driving intuition. Its four core capabilities include spatial understanding, reasoning ability, communication and memory, and behavioral ability [3][6]. Industry Development - The VLA represents a new milestone in the mass production of autonomous driving, with many companies investing in human resources for research and development. The transition from E2E (End-to-End) and VLM (Vision-Language Model) to VLA indicates a progressive technological evolution [5][8]. Educational Initiatives - In response to the growing interest in transitioning to VLA-related roles, the industry has launched a specialized course titled "End-to-End and VLA Autonomous Driving Small Class," aimed at providing in-depth knowledge of the algorithms and technical development in this field [7][15]. Course Structure and Content - The course covers various aspects of end-to-end algorithms, including historical development, background knowledge, and specific methodologies such as two-stage and one-stage end-to-end approaches. It emphasizes practical applications and theoretical foundations [21][22][23][24]. Job Market Insights - The demand for VLA/VLM algorithm experts is high, with salary ranges for positions varying based on experience and educational background. For instance, positions for VLA/VLM algorithm engineers typically offer salaries between 35K to 70K for those with 3-5 years of experience [11]. Learning Outcomes - Participants in the course are expected to achieve a level of understanding equivalent to that of an autonomous driving algorithm engineer with one year of experience, covering key technologies such as BEV perception, multimodal models, and reinforcement learning [32].

8月5日，蔚来CEO李斌通过微博表示，旗下乐道品牌第二款车型乐道L90，上市交付三天便闯入大型 SUV整周销量TOP3，合肥工厂产能全开，正加班加点生产。乐道L90定位"大三排"SUV，7月31日正式 上市，提供六座与七座两种布局，整车起售价26.58万元，BaaS电池租用方案起售价17.98万元。 8月5日，乘联分会发布消息称，稍微上调2025年的行业年度预测。总体各项预测如下：1、2025年乘用 车零售2435万辆，增长6%，预测总量较6月的预测值增加30万辆；2、2025年乘用车出口546万辆，增长 14%，预测总量较年初的预测值提升16万辆；3、2025年新能源乘用车批发1548万辆，增长27%，预测 总量较6月的预测值微降，新能源批发渗透率达56%。4、2025年汽车批发3404万辆，增长8%，预测总 量较年初的预测值提高5个百分点。 点评：乘联分会稍微上调了对2025年乘用车市场的预测，这一调整反映出市场信心的恢复以及消费者需 求的逐步回暖。这对汽车行业相关企业而言，无疑是一个积极信号。整体来看，乘用车市场的乐观预期 可能助力消费板块的表现，从而增强市场的活力，提升投资者的信心。 NO.2 理想汽 ...