Group 1 - The core purpose of the collision test is to ensure the safety and reliability of the Li Auto i8, emphasizing user safety as a top priority [2] - The test was conducted by a third-party authority, China Automotive Engineering Research Institute, to validate the passive safety performance of the Li Auto i8 [3] - The innovative short front suspension safety structure of the Li Auto i8 effectively mitigates impact forces during frontal collisions, enhancing passive safety levels [3] Group 2 - The testing process was not intended to evaluate the quality of other brands, and the involvement of Dongfeng Liuzhou Motor's second-hand truck was merely as a mobile barrier [4] - Li Auto clarifies that there is no direct competition with Dongfeng Liuzhou Motor, as they focus on family passenger vehicles while Dongfeng is a benchmark in the truck industry [4] - The Li Auto i8 was developed in accordance with the latest national standards and has received top evaluations from authoritative third-party tests [5]

Core Viewpoint - The company emphasizes the importance of user safety and aims to enhance the passive safety performance of the Li Auto i8 through rigorous collision testing conducted by a third-party authority [1][2]. Group 1: Purpose of the Test - The collision safety test was conducted to scientifically validate and continuously improve the passive safety performance of the Li Auto i8, utilizing a "short front suspension safety structure" design [1]. - The test aimed to simulate critical collision scenarios that users may encounter, ensuring the vehicle's safety in real-world conditions [1]. Group 2: Test Performance - The Li Auto i8 features an innovative short front suspension safety structure with three longitudinal force transmission paths and 11 energy-absorbing structures in the front compartment, effectively mitigating impact forces during frontal collisions [2]. - The test results showed no significant deformation in the A, B, and C pillars, and all nine airbags deployed correctly, indicating a high level of passive safety [2]. Group 3: Public Opinion Impact - The test was not intended to evaluate the quality of other brands, and the involvement of the Dongfeng Liuzhou Motor brand was unintentional; the company clarifies that it does not compete directly with this brand [3]. - The company aims to clarify misunderstandings arising from the test and promote healthy industry communication [3]. Group 4: Discussion on Standards - The Li Auto i8 was developed in accordance with the latest national standards and has met the highest evaluations from authoritative third-party tests, including C-NCAP and C-IASI [4]. - The vehicle development included over 100 enterprise testing scenarios, ensuring comprehensive safety measures [4]. Group 5: Future Commitment - The company expresses confidence in the safety of the Li Auto i8 and the overall progress of the automotive industry's safety development, committing to continuous innovation in automotive safety technology [5].

吴世春 梅花创投合伙人、黑马加速导师 越抠的创业者，我们越喜欢。 别搞那么多情怀，别谈那么多理想。 先做好"三抠"： 抠成本，抠现金流，抠人效。 当下的时代，所有人都在争夺那百分之几净利。 所以你稍微手一松，很多钱都浪费出去了，越抠的人越有可能创业成功！ 我们投李想，看中就是他比李斌、何小鹏更节俭，一分钱，掰成两半花。 像我们股东去理想汽车，只能吃盒饭，还不加鸡蛋，这我就觉得很放心。 因为你在没赚钱之前，花的都是投资人的钱。 不节俭，在这种市场环境下，就是一个罪过。 这里，认真给大家推荐一下： 9月17号-19号，我将亲自带队100家企业家，去四川泸州线下游学，探访下沉创新，寻找增长新引擎。 你在创业路上遇到的问题和想法，都可以找我聊聊。 如果你是优质的项目，我也会果断投你。 下半年，我们预计要投出去的金额，应该不小于15个亿。 这是实实在在的子弹，我们弹药还是很充足的。 希望所有支持我的人，一如既往的相信我、支持我，我们一起加油！ 活动详情如下 # 作 PH 吴世春 携百家产业先锋,探路下沉创新带, 寻找增长新引擎。 空天产业 × 新消费 × 军工硬科技 ... 9月17 49日 原价: 15800/人 早 ...

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, highlighting key companies such as Geely, BYD, Li Auto, and Xpeng Motors as core recommendations [5]. Core Insights - The upcoming World Robot Conference is expected to catalyze interest in the robotics sector, with significant developments from Tesla and JD.com in the field of intelligent robotics [2][10]. - The report emphasizes the potential for improvement in the passenger vehicle market due to government policies aimed at reducing competition and enhancing quality [3][11]. - The report suggests that the automotive industry is entering a phase of reduced competition, which could lead to a more favorable market environment for key players [11]. Summary by Sections 1. Weekly Insights - The World Robot Conference is set to take place, with expectations of increased activity in the robotics sector, particularly with Tesla's Optimus V3 production goals [2][10]. - The report recommends focusing on high-quality domestic car manufacturers that are accelerating their global presence and technological advancements [12]. 2. Market Performance - The automotive sector underperformed the market, with a decline of 1.88% in the A-share automotive sector during the week of July 28 to August 1, 2025 [26]. 3. Sales Data - In the fourth week of July 2025, passenger car sales reached 448,000 units, representing a year-on-year increase of 4.5% and a month-on-month increase of 13.1% [3][35]. 4. Investment Recommendations - For passenger vehicles, the report recommends companies that are advancing in smart technology and global expansion, including Geely, BYD, Li Auto, and Xpeng Motors [4][12]. - In the parts sector, the report highlights companies involved in intelligent driving and new energy vehicle supply chains, such as Berteli and Top Group [4][13]. - The report also identifies opportunities in the motorcycle sector, particularly for leading companies in the mid-to-large displacement category, such as Chunfeng Power [18][19]. 5. Policy Impact - The report discusses the impact of government policies aimed at stimulating demand through vehicle replacement subsidies, which are expected to support the automotive market [35][36].

Core Insights - The article discusses the current state of competition in the Chinese automotive market, particularly focusing on the pause in price wars and the shift towards product differentiation and quality as key competitive factors [1][7][8]. Industry Overview - In July, major automakers like BYD and Geely shifted away from aggressive pricing strategies, providing breathing room for smaller new energy vehicle (NEV) manufacturers [1]. - The overall sales performance in the first half of the year shows that most automakers are still far from their sales targets set at the beginning of the year, with only Xiaomi and XPeng showing significant improvements [1][3]. Sales Data - July sales data for various NEV brands indicates significant fluctuations: - Leap Motor achieved a record delivery of 50,129 units, a 126% year-on-year increase [3]. - Xiaomi's sales exceeded 30,000 units, marking a 200% increase compared to the previous year [3]. - BYD's total sales reached 344,296 units in July, with a 9.7% decrease from June [4]. - Geely's NEV sales surpassed 130,000 units, with the Galaxy brand contributing 95,043 units, a 237% year-on-year increase [5]. Competitive Landscape - The article highlights that the second half of the year will be crucial for automakers to secure their market positions before the end of the current purchasing cycle [1][6]. - The competition is expected to intensify as companies focus on product quality and customer service rather than relying solely on price reductions [7][8]. - New product launches are anticipated, with several brands preparing to introduce new models to capture the growing demand for electric vehicles [9]. Future Outlook - The upcoming months are seen as a critical period for automakers to leverage the existing demand for electric vehicles, particularly in the family segment, as new models are set to enter the market [9].

Group 1: NVIDIA and H20 Chip Controversy - NVIDIA's H20 chip faced scrutiny due to security risks, leading to a meeting with China's National Internet Information Office on July 31 [2][3] - The U.S. government previously imposed indefinite export controls on the H20 chip to China, resulting in NVIDIA incurring $4.5 billion in costs due to excess inventory [3] - NVIDIA's CEO expressed optimism about resuming shipments to China after receiving export licenses, indicating a potential recovery in sales [3][4] Group 2: Semiconductor Equipment Market Outlook - The Semiconductor Equipment and Materials International (SEMI) predicts a 7.4% year-over-year growth in global semiconductor manufacturing equipment sales, reaching $125.5 billion in 2025 [5] - Advanced logic, memory, and technology transitions are driving this growth, with expectations for sales to reach $138.1 billion by 2026 [5][6] - Demand for backend equipment is expected to surge, with testing equipment sales projected to grow by 23.2% to $9.3 billion and packaging equipment by 7.7% to $5.4 billion [5] Group 3: NAND and DRAM Market Trends - NAND equipment sales are recovering from a significant decline, with a forecasted 42.5% growth in 2025, reaching $13.7 billion, and a continued 9.7% increase in 2026 [7] - DRAM equipment sales are expected to rise by 40.2% in 2024, reaching $19.5 billion, with further growth anticipated in the following years [7] - Innovations in 3D NAND technology and advanced packaging techniques are key drivers for the semiconductor equipment market [7] Group 4: Electric Vehicle Sales Performance - BYD led the electric vehicle market with sales of 344,296 units in July, a 0.56% increase year-over-year, and a cumulative sales increase of 27.35% for the first seven months [8] - Other automakers like Geely and Great Wall Motors also reported significant sales growth, with Geely's total sales in July reaching 237,717 units, a 58% increase [8] - Li Auto and NIO also reported strong delivery numbers, with Li Auto delivering 30,731 vehicles in July and NIO delivering 21,017 vehicles [11][12]

新浪科技讯 8月3日下午消息，乘龙卡车官方公众号发布海报称"龙的脊梁，无惧挑战"，疑似再回应理 想i8碰撞事件。这已经是乘龙卡车官方连续第四天回应此次事件。 据悉，7月29日晚，理想汽车发布首款纯电SUV理想i8时，公布与乘龙卡车的碰撞测试视频，视频里乘 龙卡车四轮弹起、驾驶室与货厢分离，理想i8却车身完好 。因原始视频未对乘龙车标打码，引发网友 对乘龙安全性的质疑。次日，乘龙卡车回应称 "被摆一道，测试有假"，并发布自身安全测试视频。31 日，理想称测试由第三方进行，基于真实场景模拟；当晚东风柳汽（乘龙所属公司）发声明，指责理想 侵权，称其测试场景与实际差异大、未公开关键信息。 随后在8月1日，乘龙卡车发布《致乘龙卡友的一封信》，文中表示"近日，理想汽车在其产品发布会及 网络传播中，使用涉及我公司乘龙旧车的碰撞测试视频，引发社会广泛关注。经我公司技术核查及专业 评估，该视频相关测试场景及设备与实际交通情况存在极大差异。" 责任编辑：王其霖 8月2日，乘龙卡车发布海报称"活着才有资格谈理想"，8月2日晚间，乘龙卡车官方发布视频称"东风柳 汽全系车型申请出战"，8月3日，乘龙卡车官方公众号发文称"龙的脊梁，无惧 ...

每经编辑｜金冥羽 胡玲 王瀚黎 标题点睛： 据央视新闻报道，当地时间8月1日，美国佛罗里达州一个陪审团裁定，美国电动汽车制造商特斯拉应为2019年一辆配备自动驾驶系统的Model S所致的致 命车祸承担部分责任，并判令该公司向一名遇难女性的家属及一名伤者支付约2.43亿美元（约合人民币17.5亿元）赔偿金。对此，特斯拉首席执行官马斯 克当天表示，特斯拉将对佛州陪审团裁决提起上诉。据报道，驾驶人George McGee称，他在驾车途中手机掉落，低头去捡时认为车辆能在探测到障碍物 时自动刹车。但车辆以超过60英里（96公里）/小时的速度冲进十字路口，撞上停在路边的一辆汽车和站在车旁的两人。 8月2日，"会车遇奔驰女司机亮证逼迫让路、派出所民警上门要求删帖道歉"一事持续引发热议。广西互联网辟谣平台通报：网传"亮证女"为公安部门某领 导为不实消息，视频中的"亮证女"与传言的蓝某某不是同一人。 8月1日，中国驻日本大使馆发文称，中国游客在大阪遇袭，使馆再次提醒在日中国公民和游客务必加强安全防范。近期涉我公民遇袭案件频发，中国驻日 本大使馆已向日本外务省提出严正交涉，要求日方切实保护在日中国公民安全与合法权益。（央视新闻 ...

每经编辑｜胡玲 王瀚黎 1 市场监管总局发布《网络交易平台收费行为合规指南》 8月2日，市场监管总局发布《网络交易平台收费行为合规指南》。其中提出，鼓励平台向平台内经营者提供让利服务，加大对中小商户的收费优惠扶持力 度，支持其生存和发展。《指南》规定平台，不得向平台内经营者重复收费；不得只收费不服务、少服务；不得转嫁应当由平台自身承担的费用；不得向平 台内经营者收取提供其基础经营数据的费用；不得强制或者变相强制平台内经营者购买服务或者参加推广、促销活动并收费等。 2 中国公民接连在日遇袭，我使馆严正交涉要求日方切实保护 8月1日，中国驻日本大使馆发文称，中国游客在大阪遇袭，使馆再次提醒在日中国公民和游客务必加强安全防范。近期涉我公民遇袭案件频发，中国驻日本 大使馆已向日本外务省提出严正交涉，要求日方切实保护在日中国公民安全与合法权益。（央视新闻） 3 暴雨、大暴雨，又来了！ 8月2日，江苏等地仍有强降雨，北方降雨也逐渐增多。中央气象台预计，明起苏皖一带的降雨会明显减弱；多地未来三天降雨较为频繁。 中央气象台8月2日18时继续发布暴雨蓝色预警：预计，8月2日20时至3日20时，河北中北部、北京西南部和东北部、天 ...

Market Overview - The US dollar index has shown strong performance, leading to a pullback in Bitcoin and overseas stock markets. The A-share market experienced a rise and fall, with the Every Day Brand 100 Index declining by 2.75% this week, closing at 1088.77 points [1] Top Gainers - TCL Electronics (HK 01070) saw a weekly increase of 5.95% - Transsion Holdings (SH 688036) increased by 3.81% - Agricultural Bank of China (SH 601288) rose by 2.43%, with a market value increase of 52.5 billion yuan this week [4][1] Top Losers - Li Auto (HK 02015) experienced a significant drop of 14.03% - China Power Construction (SH 601669) fell by 9.70% - Geely Automobile (HK 00175) decreased by 9.25% [5] JD.com Developments - JD's "Seven Fresh Kitchen" platform reported over 1,000 daily orders in its first week, with a repurchase rate exceeding the industry average by 220%. The recruitment for "Dish Partners" surpassed 66,000 applicants, indicating strong market trust in JD's supply chain and traffic [6][9] Li Auto Launch - Li Auto launched its first pure electric SUV, the Li i8, with a price range of 321,800 to 369,800 yuan, aligning its pricing strategy with the existing range of hybrid models [8] Meituan's Strategy - Meituan's "Raccoon Canteen" has seen a 40-fold increase in search volume since its launch, with a 60% rise in order volume. The platform emphasizes not competing with merchants, focusing instead on infrastructure support [9] Geely's Sales Target - Geely aims for an annual sales target of 3 million vehicles, with plans to launch five hybrid models in the second half of the year, targeting the mid-to-high-end hybrid market [10] Alibaba and Standard Chartered Partnership - Alibaba and Standard Chartered have signed a strategic cooperation memorandum to enhance the integration of financial services and AI technology, supporting Alibaba's global strategy [11]