北京商报讯（记者蔺雨葳）8月5日，理想汽车CEO李想发布微博称，理想i8"听劝版"来了，期待它在30 万—40万价位段的销量表现。"今天起，理想i8将只有一个版本，不再设Pro、Max、Ultra三个版本，对 齐理想ONE的价值定义，此前的理想i8延续了理想L8的版本配置特点，是我们陷入惯性思维了。" 当日早些时候，理想汽车宣布，公司决定统一配置版本，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选择的全部配置；原选择Pro版本 的用户，官方将提供退订或升级服务。 （文章来源：北京商报） ...

Core Insights - July saw a moderate growth in the new energy vehicle (NEV) market despite being a traditional off-peak season for passenger car sales, with delivery volume growth slowing down year-on-year [2][3] - The overall delivery volume of NEVs in July showed a year-on-year increase of 11.2% but a month-on-month decrease of 6.2% among 11 car manufacturers [2][3] - The upcoming months are expected to see improved sales as multiple new models are set to launch, coinciding with the traditional peak sales season in September and October [6] Company Summaries - **BYD**: In July, BYD sold 341,030 passenger vehicles, a slight year-on-year increase but a month-on-month decrease of 9.7%. Exports reached 80,178 units, a significant year-on-year increase of 159.5% [2][3] - **Xiaomi Auto**: Achieved over 30,000 deliveries in July, marking a new monthly delivery record [2] - **Horizon Smart Mobility**: Delivered 47,752 units in July, an 8.3% increase year-on-year, but a 9.5% decrease month-on-month [3] - **Xpeng Motors**: Delivered 36,717 units in July, with year-on-year and month-on-month growth of 229.4% and 6.1%, respectively, setting a new monthly delivery record [3] - **Li Auto**: Delivered 30,731 units in July, with year-on-year and month-on-month declines of 39.7% and 15.3% [3] - **NIO**: Delivered 21,017 units in July, with a year-on-year increase of 2.5% but a month-on-month decrease of 15.7% [4] - **Leap Motor**: Achieved 50,129 deliveries in July, marking a year-on-year increase of 127% and a month-on-month increase of 4% [4] - **Avita**: Delivered 10,062 units in July, with a year-on-year increase of 177.6% but a slight month-on-month decrease of 0.9% [5] Market Outlook - The market is expected to improve in August as several new models are set to launch, including Li Auto's i6 and new versions of Xpeng's P7 and Horizon's R7 and S7 [6] - The industry remains optimistic about BYD's smart driving and export capabilities, as well as Xpeng's new model launches contributing to sales and profit margin improvements [6]

7月29日，理想汽车召开了史上最长的一次发布会，发布了理想品牌首款六座智能豪华SUV——理想 i8，定价区间为32.18万至36.98万元。一周之后，这款车的"生命周期"已经开始自我调整。 8月5日，理想汽车官方宣布，对理想i8的版型进行重大调整：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，原先Pro、Max、Ultra三种版本被统一为"理想i8"，取消配置分级。 对已经下单的用户来说，如果你订的是Pro，可以选择原价退订，或加钱升级；订的是Max或Ultra，则 可以申请退还差价。 2、理想用户不差钱，这届用户越来越看重配置完整度——一车到底、一步到位。哪怕是冲着奶爸车空 间买i8，也要带点超能力上路。Max和Ultra版本搭载了完整的VLA平台、双腔魔毯空气悬挂、大尺寸屏 幕、旗舰座舱，相对来说性价比更高。 于是，理想选择断臂止损。比起挂着便宜但不香的Pro版本徒增犹豫，不如直接精简掉SKU，把产品线 打通——三种配置归一，名字也统一为"理想i8"。 这场操作，可以理解为上市即整改，也可以理解为"快刀斩SKU"。 这不是一次简单的产品配置调整，更是理想在激烈市场博弈中做 ...

消息面上，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，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，价格1万元。公开资料显示，理想i8于7月29日上市，共推出3款车型，售价区间为32.18 万~36.98万元。 智通财经获悉，理想汽车-W(02015)午后一度涨超4%，截至发稿，涨2.67%，报103.9港元，成交额26.26 亿港元。 招商证券国际近期研报指出，i8符合预期但市场认知有偏差，实际体验后或扭转。该行认为，i8在实际 体验后产品力会有更强感知，从而催化实际订单，令市场对i8 预期将见底回升。例如公司的充电网络 已超特斯拉以及VLA智驾系统等优势，均需要较长实际体验才形成感知。此外理想产品家庭属性强， 购车决策相对更长，因此不能根据公司不公布短期订单数断言产品成功率。 本文源自：智通财经网 ...

Core Viewpoint - Li Auto has announced a unified version of the Li Auto i8, priced at 339,800 yuan, aiming to streamline its offerings and enhance sales performance in the 300,000 to 400,000 yuan price segment [1] Group 1 - Starting today, the Li Auto i8 will only have one version, eliminating the Pro, Max, and Ultra variants, aligning with the value definition of the Li ONE [1] - The i8 now comes standard with features such as the VLA driver model, CLTC range of 720 kilometers, refrigerator, and platinum sound system, emphasizing improved active safety and convenience [1] - The CEO encourages potential customers to review market data on electric SUVs priced above 300,000 yuan to gauge reasonable order expectations for the i8 [1]

理想汽车在公告中对改配原因解释称，"用户吐槽车型版本复杂，难以选择，尤其希望冰箱作为标配， 增加二排屏的选装"。 此次调整配置，距离该车上市仅一周。理想可能希望通过修改定价逻辑挽回市场信任。 自上市以来，理想i8就在风口浪尖。争议之一在于产品配置策略，入门级的Pro版本和中配Max版本起初 没有标配冰箱和后排娱乐屏，如果想要上述配置，需要选购近37万元的顶配版本。一些消费者认为，对 于以"冰箱、彩电、大沙发"收获市场认可的理想品牌，i8的配置划分显得诚意不足。 8月5日，理想汽车宣布修改理想i8配置。 理想汽车表示，公司决定统一配置版本，以原本的中配版本理想i8 Max作为标准配置，并将售价从 34.98万元调整为33.98万元，同时额外赠送铂金音响，并提供后舱娱乐屏套装作为选装。 调整前，理想i8分为Pro、Max和Ultra三个配置，售价为32.18至36.98万元。调整后，原以36.98万元选择 Ultra版本的用户，花费34.98万元的价格即可实现原选择的全部配置；原选择Pro版本的用户，公司将为 其提供退订或升级服务。 另一项争议集中于官方发布的理想i8与卡车对撞的测试视频，外界质疑该视频的真实性， ...

来源 | 凤凰网财经《公司研究院》 8 月 5 日，理想汽车宣布修改理想 i8 配置。 理想汽车 表示，公司 决定统一配置版本 ， 以 原本的中配版本 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 铂金音响，并提供后舱娱乐屏套装作为选装 。 调整前，理想 i8 分为 Pro 、 Max 和 Ultra 三个配置，售价为 32.18 至 36.98 万元。调整后， 原以 36.98 万元选择 Ultra 版本的用户， 花费 34.98 万元 的价格即可实现原选择的全部配置；原选择 Pro 版本的用户， 公司将为其提供 退订或升级服务。 理想汽车在公告中对改配原因解释称， "用户 吐槽车型版本复杂，难以选择，尤其希望冰箱作为标配，增加二排屏的选装 " 。 此次调整配置，距离该车上市仅一周。理想可能希望通过修改定价逻辑挽回市场信任。 另一项争议集中于官方发布的 理想 i8 与卡车对撞 的 测试视频， 外界质疑该视频的真实性，同时普遍认为理想汽车有 拉踩同行 的嫌疑。 往期推荐 理想i8，把李想花费20亿的"高级感"撞没了 理想陷入新车"异响门"，数百名车主想维 ...

Core Viewpoint - Li Auto's stock experienced a rise of over 4% in the afternoon, closing up 2.67% at HKD 103.9, with a trading volume of HKD 2.626 billion [1] Group 1: Product Adjustments - On August 5, Li Auto announced a unified configuration adjustment for the Li Auto i8, setting the Li Auto i8 Max version as the standard configuration and reducing the price from RMB 349,800 to RMB 339,800 [1] - The company is also offering a complimentary platinum sound system valued at RMB 10,000 and an optional rear cabin entertainment screen package priced at RMB 10,000 [1] - The Li Auto i8 was launched on July 29, with three models available, priced between RMB 321,800 and RMB 369,800 [1] Group 2: Market Perception and Expectations - According to a recent report from CMB International, the i8 meets expectations but market perception may be skewed, with actual experience potentially reversing this trend [1] - The report suggests that the i8's product strength will be better perceived after actual usage, which could stimulate real orders and lead to a recovery in market expectations [1] - Li Auto's charging network has surpassed that of Tesla, and its VLA intelligent driving system offers advantages that require time for consumers to appreciate [1] - The family-oriented nature of Li Auto's products leads to longer car purchase decision-making processes, indicating that short-term order numbers should not be used to judge product success [1]

Core Viewpoint - Li Auto's stock experienced a rise of over 4% in the afternoon, closing up 2.67% at HKD 103.9, with a trading volume of HKD 2.626 billion [1] Group 1: Product Adjustments - On August 5, Li Auto announced a unified configuration adjustment for the Li Auto i8, setting the Li Auto i8 Max version as the standard configuration and reducing the price from RMB 349,800 to RMB 339,800 [1] - The company is also offering a complimentary platinum sound system valued at RMB 10,000 and an optional rear cabin entertainment screen package priced at RMB 10,000 [1] - The Li Auto i8 was launched on July 29, with three models available, priced between RMB 321,800 and RMB 369,800 [1] Group 2: Market Perception and Expectations - According to a recent report from CMB International, the i8 meets expectations but there are misconceptions in the market that may change after actual experience [1] - The report suggests that the i8's product strength will be better perceived after real-world usage, potentially boosting actual orders and improving market expectations [1] - Li Auto's charging network has surpassed that of Tesla, and its VLA intelligent driving system offers advantages that require time for consumers to appreciate [1] - The family-oriented nature of Li Auto's products leads to longer car-buying decision processes, indicating that short-term order numbers should not be used to judge product success [1]

经观汽车 上市一周之后，理想汽车就对新车型i8动手了。 8月5日，理想官方宣布将理想i8原本的Pro、Max、Ultra三款车型统一为单一版本，以Max版本为基础，价格从34.98万元降至33.98万元。 同时将此前需要额外付费选装的铂金音响直接标配，并新增后舱娱乐屏套装为选装，价格1万元。原先订购Ultra版的用户，只需要支付34.98万元就能获得全 部高端配置；而购买Pro版本的用户，理想则承诺提供专属的退订或升级服务。 理想给出的理由很直接：用户几乎全部涌向了高配车型。 即超过98%的订单集中在Max和Ultra两款版本上，这远超官方最初的市场判断。与此同时，理想在用户反馈中捕捉到了一些声音，比如版本多、配置乱、难 选；比如用户想要的冰箱并未标配，而希望自由选择的二排娱乐屏反而不能选装。 理想这次动作背后透露出的，是一家快速成长的企业对"如何造车、如何卖车"的理解。 作为一家创立十年的新势力，理想汽车过去一贯强调产品定义能力：不是依靠参数的堆砌，而是通过精准的场景定位来打动用户。在这一点上，i8本身就带 有鲜明的理想特征，通过"越野车能力、轿车驾控、MPV空间"三合一的定义，理想尝试向用户解释一款车究竟 ...