人民财讯8月5日电，据理想汽车官微消息，理想汽车决定统一配置版本——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10000元的铂金音响，并提供后舱娱乐屏 套装作为选装，价格10000元。 ...

新浪科技讯 8月5日中午消息，理想汽车官方公告——理想i8配置统一版本，标配即顶配，并将售价统 一为33.98万元。 公告称，理想i8自上市以来获得用户广泛关注，出乎我们预料的是，有超过98%的用户选择了理想i8 Max和Ultra车型，这远超我们的预期。我们深切地感受到广大用户对理想i8高端配置的喜爱，但大家吐 槽最多的是车型版本略显复杂，难以选择，一些高端配置的选装还不被支持，尤其希望冰箱作为标配， 增加二排屏的选装。 感谢广大用户对理想汽车的喜爱和信赖，我们听劝，立即响应。理想汽车决定统一配置版本——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10，000元的铂金音 响，并提供后舱娱乐屏套装作为选装，价格10，000元；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，我们将为您的退订或升级，提供 专属服务。 责任编辑：赵思远 ...

Core Insights - Li Auto has announced a unified version of the Li Auto i8, standardizing the configuration to the i8 Max model, which has been well-received by users, with over 98% opting for the Max and Ultra versions [2][8] - The price of the i8 Max has been adjusted from 349,800 yuan to 339,800 yuan, and customers will receive a complimentary platinum sound system valued at 10,000 yuan [2][4] - The company is responding to user feedback regarding the complexity of model versions and is offering options for users who initially chose the Pro version [2][8] Pricing and Configuration Changes - The i8 Max is now priced at 339,800 yuan, with an additional optional rear entertainment screen package available for 10,000 yuan [4][5] - Users who originally selected the Ultra version can now access all configurations for a reduced price of 349,800 yuan [2][5] - The Pro version has seen low order ratios, prompting the company to consider merging the three versions into a single, more competitive model [8] Product Features - The i8 includes a 97.8 kWh lithium-ion battery with a CLTC range of 720 kilometers, dual motor intelligent all-wheel drive, and a 0-100 km/h acceleration time of 4.5 seconds [5] - Standard features also include a dual-chamber air suspension, fully electric and heated seats with ventilation and massage functions, and a 20-speaker platinum sound system [5][6] - The vehicle is equipped with a high-performance Qualcomm Snapdragon 8295P chip and a 21.4-inch rear entertainment screen [6]

Core Viewpoint - The company is adjusting the configuration and pricing strategy of the newly launched i8 model, moving towards a single configuration approach similar to the earlier model, the理想 ONE, to better meet consumer expectations and enhance perceived value [3][7]. Configuration and Pricing Strategy - The i8 was initially launched with three versions: Pro, Max, and Ultra, priced between 321,800 and 369,800 yuan. However, the configuration did not meet user expectations, leading to a decision to simplify to a single configuration with optional features, including a standard car refrigerator [3][5]. - The starting price of the i8 will be lowered to below 350,000 yuan after the adjustment [3]. User Demographics and Market Positioning - The target users for the i8 are primarily existing electric vehicle owners, whose expectations differ significantly from those of traditional fuel vehicle users. This demographic prefers core features to be standard and desires more customization options [6]. - The previous configuration strategy aligned with the L8 model, which catered to a different user base that was more familiar with traditional multi-version configurations [5][6]. Market Strategy Reflection - The CEO of the company reflected on past mistakes in market strategy, indicating that the i8's launch should have been approached with a more pragmatic mindset, acknowledging the complexities of the electric vehicle market [6]. - The return to a single configuration strategy for the i8 is seen as a move to rebuild consumer trust and clarity regarding the product's value, similar to the successful approach taken with the理想 ONE during its initial market entry [7].

Summary of Key Points from Conference Call Industry Overview - The smart automotive industry is expected to evolve through three stages: 1. Electrification penetration until 2027 2. Widespread adoption of autonomous driving from 2027 to 2030 3. Global leap of Chinese brands post-2030 [1][3] Core Insights and Arguments - The business model will shift from hardware-centric to software-centric [1][3] - Key competitive factors in autonomous driving technology include computing power, algorithms, data, funding, and talent innovation [1][4] - By 2027-2028, robotaxi services are anticipated to become commonplace, marking a significant branch of the global AI technology revolution [1][6] - The automotive industry is transitioning from 1.0 (mechanical) to 2.0 (system experience) and finally to 3.0 (separation of hardware and software) [1][8] Changes in Vehicle Framework - The vehicle framework changes with technological advancements: - Traditional vehicles focus on engines - Electric vehicles focus on the three electric systems - Smart vehicles focus on algorithms and data [1][10] - Each stage has its leaders and followers, with demand creators and satisfiers [1][10] Future Company Types - The future automotive landscape may consist of three types of companies: 1. Autonomous vehicle operation companies (internet framework) 2. High-end consumer market companies (consumer goods attributes) 3. Traditional manufacturers (manufacturing framework) [1][14] Robotaxi Business Model - Key factors for the robotaxi business model include algorithm providers, hardware cost control, platform traffic aggregation, and user operation capabilities [2][15] - The electric vehicle consumer goods framework remains effective but may have limited application [2][17] Impact of Smart Technology - Smart technology will further enhance electrification and disrupt the traditional fuel vehicle market [1][13] - The core competitive factors will shift from the three electric systems to computing power, algorithms, and data [1][13] Industry Role Classification - Companies can be classified into four roles based on their innovation contributions: 1. Technology leaders 2. Demand creators 3. Technology followers 4. Demand satisfiers [1][11] Huawei's Role - Huawei collaborates with joint ventures and state-owned enterprises in the electric vehicle sector, positioning itself as a technology follower in battery technology [1][12] Recommendations for Future Development - Companies are advised to change their mindset and focus on iterative framework development, as past strategies may no longer be applicable [1][19]

水泥(大部份已反映)：中国建材 医疗(大部份已反映)：三生制药、威高股份 保险(部份已反映)：中国平安、太保 猪肉(部份已反映)：牧原股份、温氏股份 太阳能供应链(轻微反映)：协鑫科技、通威股份、隆基绿能 餐饮外卖(轻微反映)：阿里巴巴 锂(轻微反映)：盐湖股份 化工(未反映)：华鲁恒升、恒力石化 汽车(未反映)：比亚迪、理想汽车、长城汽车 格隆汇8月5日｜瑞银发表报告，列出潜在受惠"反内卷"政策的板块和首选股名单，并关注相关板块股价 是否已反映相关因素。 ...

最近一段时间，到了各大车企做下一个五年计划时刻，不少企业纷纷抛出要在2030年实现500万辆的年销规模。 7月31日，一汽集团提出了5年内冲击年销500万辆的阶段性目标；而就在前一天，刚升格的央企的长安，也宣布了要在2030年实现500万辆的整车产销规 模。 时间再往前推进，今年1月初，吉利控股集团宣布，要在2027年冲击500万辆的年销大关。而比吉利更早提出500万辆这个数字的则是比亚迪，他们计划 2025年就要达成这一目标。 一家汽车企业或者集团，要达成500万辆，什么概念？相当于进入全球汽车集团前五。如果这4家车企都宣布要达成500万辆，那动辄2000万辆的规模，几 乎要吃掉国内一大半的市场份额，放在全球9000多万辆的汽车年销规模中，也要占据近四分之一的地位。 咱中国车企的目标之宏伟，着实令人敬佩不已。 如果说500万辆离当下还很遥远，那么300万辆的这个目标，可是很多车企提出要在今年达成的。经统计，目前已经有长安、吉利、奇瑞、东风集团四家车 企，明确表示要在今年达成300万辆的销量目标。 按照同样的方式测算，比亚迪的550万，上汽集团的450万，一汽集团的345万，再加上上述4家车企各300万的体量 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.76%), Gree Power (70.14%), and China Shenhua (67.05%) [1] - The largest increases in holdings over the last five trading days were seen in the following companies: Yingfu Fund (+2.967 billion), Li Auto-W (+2.821 billion), and Hang Seng China Enterprises (+2.531 billion) [1] - The largest decreases in holdings over the last five trading days were recorded for Pop Mart (-807 million), China Mobile (-777 million), and Geely Automobile (-630 million) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.377 billion shares with a holding ratio of 74.76% [1] - Gree Power (01330) has 284 million shares and a holding ratio of 70.14% [1] - China Shenhua (01088) possesses 2.265 billion shares with a holding ratio of 67.05% [1] Group 2: Recent Increases in Holdings - Yingfu Fund (02800) saw an increase of +2.967 billion with a change of +11.772 million shares [1] - Li Auto-W (02015) increased by +2.821 billion with a change of +2.787 million shares [1] - Hang Seng China Enterprises (02828) rose by +2.531 billion with a change of +2.782 million shares [1] Group 3: Recent Decreases in Holdings - Pop Mart (09992) experienced a decrease of -807 million with a change of -321.66 thousand shares [2] - China Mobile (00941) saw a reduction of -777 million with a change of -908.28 thousand shares [2] - Geely Automobile (00175) decreased by -630 million with a change of -3,480.90 thousand shares [2]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential volatility in these companies' stock prices [1][2]. Short Selling Ratios - The top three stocks with the highest short-selling ratios are Li Ning-R (82331), Great Wall Motors-R (82333), and JD Health-R (86618), all at 100.00% [1][2]. - Other notable stocks with high short-selling ratios include Meituan-W (03690) at 95.59% and Baidu Group-SW (89888) at 91.59% [2]. Short Selling Amounts - The highest short-selling amounts are led by Tencent Holdings (00700) at 2.083 billion, followed by Meituan-W (03690) at 1.741 billion and Xiaomi Group-W (01810) at 1.477 billion [1][2]. - Other significant short-selling amounts include Alibaba-SW (09988) at 1.226 billion and Kuaishou-W (01024) at 814 million [2]. Deviation Values - The stocks with the highest deviation values, indicating a significant difference from their average short-selling ratios over the past 30 days, are Vanke Enterprises (02202) at 41.70%, Uni-President China (00220) at 40.05%, and JD Health-R (86618) at 39.76% [1][2]. - Other notable deviation values include Geely Automobile-R (80175) at 38.52% and Meituan-W (03690) at 36.65% [2].

理想汽车发布《关于理想 i8 安全性碰撞测试的说明》，对为什么要做这次测试、测试结果、事件舆论等方面进行了回应，其中对东风柳汽乘龙品牌被意外 卷入舆情争议，官方表示只是"无心之举"，并且与东风柳汽乘龙不存在直接竞争关系。 理想 i8 对撞 8 吨卡车的舆论还在发酵。 当乘龙卡车一方发出声明之后，理想汽车和第三方测试机构中国汽研在 8 月 3 日晚相继作出公开回应。 中国汽研发布声明函，对整个测试作出详细说明，表示这次测试仅验证理想 i8 的安全性，非标准车对车碰撞试验，不涉及其他品牌车辆的安全性能评价。 三方声明｜图源：官方 不过整体看下来，理想汽车和中国汽研似乎还有几点没有讲清，以至于电车通并未完全释疑。 三方争议难以休止 经过梳理，理想 i8 撞 8 吨卡车事件主要有三点质疑： 1.卡车状态、测试数据没有完全公开，结果无法让所有人信服。 2.测试状态和测试场景存在定向设计的可能性？ 3.首发视频没有给关键信息打码，后续却悄然打码，是否有"先踩后补"的意味？ 根据中国汽研发布的声明可以得出以下关键信息：理想来制定大纲，中国汽研负责执行；卡车是在市场端随机购买的，配重到 8 吨，测试过程中理想 i8 的 碰撞 ...