截至2025年7月31日，理想汽车在全国已有535家零售中心，覆盖153个城市;售后维修中心及授权钣喷中 心527家，覆盖222个城市。理想汽车在全国已投入使用 3,028座理想超充站，拥有16,671个充电桩。 理想汽车-W(02015)发布公告，2025年7月，理想汽车交付新车 30,731辆。截至2025年7月31日，理想汽 车历史累计交付量为136.85万辆。 本公司于2025年7月29日正式发布家庭六座纯电SUV-理想i8，并计划于8月20日开启交付。 ...

本公司于2025年7月29日正式发布家庭六座纯电SUV-理想i8，并计划于8月20日开启交付。 截至2025年7月31日，理想汽车在全国已有535家零售中心，覆盖153个城市;售后维修中心及授权钣喷中 心527家，覆盖222个城市。理想汽车在全国已投入使用3,028座理想超充站，拥有16,671个充电桩。 理想汽车-W(02015)发布公告，2025年7月，理想汽车交付新车30,731辆。截至2025年7月31日，理想汽 车历史累计交付量为136.85万辆。 ...

Core Points - The company announced the delivery of 30,731 new vehicles by July 2025 [1] - As of July 31, 2025, the total cumulative delivery volume of the company reached 1.3685 million vehicles [1]

Core Insights - Li Auto Inc. delivered 30,731 vehicles in July 2025, bringing cumulative deliveries to 1,368,541 as of July 31, 2025 [1] - The company launched the Li i8, a six-seat battery electric family SUV, on July 29, 2025, with deliveries expected to start on August 20, 2025 [1] Company Overview - Li Auto Inc. is a leader in China's new energy vehicle market, focusing on designing, developing, manufacturing, and selling premium smart electric vehicles [3] - The company's mission is to create a mobile home and happiness, emphasizing safety, convenience, and comfort in its products and services [3] - Li Auto is recognized for successfully commercializing extended-range electric vehicles in China while also developing battery electric vehicle platforms [3] - The current model lineup includes a high-tech flagship family MPV, four Li L series extended-range electric SUVs, and one Li i series battery electric SUV [3] Retail and Service Network - As of July 31, 2025, Li Auto operated 535 retail stores across 153 cities and had 527 servicing centers along with authorized body and paint shops in 222 cities [2] - The company has established a network of 3,028 supercharging stations with 16,671 charging stalls in operation throughout China [2]

關於理想汽車 理想汽車是中國新能源汽車市場的領導者。本公司設計、研發、製造和銷售豪華 智能電動車。理想汽車的使命是「創造移動的家，創造幸福的家」。通過產品、技 術和業務模式的創新，本公司為家庭用戶提供安全、便捷、舒適的產品與服務。 在中國，理想汽車是成功將增程式電動車商業化的先驅，並在堅持此技術路線的 同時打造純電動平台。本公司運用科技為用戶創造價值，自主研發工作主要集中 在其特有的增程系統，創新的電動汽車技術以及智能汽車解決方案。理想汽車於 2019年11月開始量產。現有車型包括一款家庭科技旗艦MPV、四款理想L系列增 程電動SUV、一款理想i系列純電動SUV。本公司將持續擴展產品線，進而拓寬用 戶群體。 有關更多資料，請瀏覽： https://ir.lixiang.com 。 1 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Li Auto Inc. 理想汽車 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：2015） 自願公告 ...

"车轮弹起、驾驶室倾倒、车头重重砸在SUV前窗上"——这段仅数秒的对撞视频，让乘龙卡车的法务部门 连夜介入，也让理想汽车的营销陷入巨大争议漩涡。 齐鲁晚报·齐鲁壹点 张雪 技术角度的三大疑云 这场看似简单的碰撞测试，在专业人士眼中却充满技术争议点。卡车行业从业者首先提出核心质疑：平头 卡车驾驶室翻转需同时解除三道独立机械锁。 "对撞中同时失效概率极低，除非测试前人为破坏锁止装置。"一位重卡工程师在行业论坛分析道。这正是 乘龙官方暗示测试可能被"动手脚"的技术依据。 碰撞测试的"戏剧性"与争议 7月29日，在理想i8纯电SUV的发布会现场，一段连环撞击测试视频引发全场惊呼。画面中，一辆约2.6吨 的理想i8与标注8吨重的卡车以100公里/小时相对速度正面对撞，随后发生了令人瞠目的场景：卡车四个车 轮瞬间弹起，驾驶室与货箱分离并倒压在理想i8前窗上。 而i8则展现出"完美表现"：A/B/C柱和门梁无变形、9个气囊全开、电池无漏液起火。当网友通过未打码的 方向盘标识认出卡车品牌是东风柳汽旗下的 "乘龙卡车"后，一场波及整个汽车行业的舆论风暴正式掀起。 理想汽车可能未曾料到，这场精心设计的碰撞测试会成为2025年夏天 ...

Group 1 - CITIC Securities maintains a "Buy" rating for Kuaishou (01024.HK), highlighting the company's growth in platform ecology and commercialization, with future profit margins expected to optimize [1] - Huachuang Securities maintains a "Strong Buy" rating for Li Auto (02015.HK), noting the company's strong competitiveness in the vehicle market and rapid AI transformation, with revised sales and revenue forecasts for 2025-2027 [1] - CMB International maintains a "Buy" rating for Budweiser APAC (01876.HK), indicating a recovery in sales and pricing in the Chinese market, while adjusting revenue and profit forecasts for 2025-2027 [1] Group 2 - JPMorgan maintains an "Overweight" rating for UBTECH (09880.HK), projecting a compound annual growth rate of 260% for its humanoid robot business from 2025 to 2027, with significant contributions to revenue [2] - Tianfeng Securities initiates a "Buy" rating for Hong Kong and China Gas (01083.HK), emphasizing its leading position in smart energy and strong profit forecasts for 2025-2027 [2] Group 3 - Guohai Securities maintains an "Outperform" rating for Laopu Gold (06181.HK), forecasting significant growth in sales and net profit for the first half of 2025, driven by brand influence and product optimization [3] Group 4 - CICC maintains an "Outperform" rating for MGM China (02282.HK), reporting strong performance in Q2 2025, with expectations for continued market share growth and product updates [4] - CICC maintains a "Hold" rating for Prada (01913.HK), anticipating above-industry revenue growth despite uncertainties related to the Versace integration [4] Group 5 - CITIC Securities maintains a "Buy" rating for New Oriental (09901.HK), reporting record revenue and profit in Q4 FY25, with a projected growth rate of 5%-10% for FY2026 [5] - CICC maintains an "Outperform" rating for Standard Chartered (02888.HK), noting better-than-expected Q2 2025 performance driven by non-interest income growth [5]

此前，理想汽车发布理想i8与乘龙卡车对撞视频，视频中，乘龙卡车四个车轮弹起，驾驶室和后货箱出 现明显的分割，驾驶室几乎倒在理想i8车型的前车窗上。乘龙开车曾表示，"被摆了一道，聪明人一眼 看出假"。"不知道背后导演想啥，实际碰撞你觉得会怎么样？"（新浪科技） 【#乘龙卡车称生活不是试验场#】乘龙卡车发文：《安全不是空口无凭的理想，而是我们每一程切实的 守护》。乘龙卡车强调，生活不是试验场，莫拿生命开玩笑。 ...

Core Viewpoint - Li Auto's stock price fell nearly 3% following the launch of its first pure electric SUV, the Li Auto i8, which is priced lower than previously expected [1] Group 1: Product Launch - Li Auto officially launched its first pure electric SUV, the Li Auto i8, on July 29, with a final official price range set between 321,800 yuan and 369,800 yuan [1] - The i8 is available in three configurations, with the new pricing being lower than the previously announced pre-sale price range of 350,000 to 400,000 yuan [1] Group 2: Market Competition - According to CMB International, while the i8's pricing is better than expected, there may be a gap between the configuration and consumer expectations [1] - The upcoming release of multiple six-seat SUVs priced around 300,000 yuan in the second half of the year is expected to intensify competition in the market [1] Group 3: Safety Testing Controversy - The "heavy truck collision test" showcased during the i8 launch has sparked controversy, as the test video showed the heavy truck lifting off the ground and the cabin separating from the cargo area [1] - Li Auto responded by stating that the collision test was a simulation based on real traffic scenarios, conducted by a professional third-party testing agency [1]

Core Viewpoint - Li Auto's stock price has declined nearly 3% following the launch of its first pure electric SUV, the Li Auto i8, which is priced lower than previously expected [1] Group 1: Product Launch - Li Auto officially launched its first pure electric SUV, the Li Auto i8, on July 29, with a final official price range set between 321,800 RMB and 369,800 RMB [1] - The i8 is available in three configurations, with the new pricing being lower than the previously announced pre-sale price range of 350,000 RMB to 400,000 RMB [1] Group 2: Market Competition - According to CMB International, while the i8's pricing is better than expected, there may be a gap between the configuration and consumer expectations [1] - The upcoming launch of multiple six-seat SUVs priced around 300,000 RMB in the second half of the year is expected to intensify competition in the market [1] Group 3: Safety Testing Controversy - The "heavy truck collision test" showcased during the i8 launch has sparked controversy, as the test video showed the heavy truck lifting off the ground and the cabin separating from the cargo area [1] - Li Auto responded by stating that the collision test was a simulation based on real traffic scenarios, conducted by a professional third-party testing agency [1]