Group 1 - The core viewpoint of the news is that Li Auto's stock experienced significant volatility following the launch of its first pure electric SUV, the i8, with a notable price adjustment that was lower than market expectations [1][2] - Li Auto officially launched the i8 on July 29, with a price range of 321,800 to 369,800 yuan, which is a substantial decrease from the previously announced price range of 350,000 to 450,000 yuan [1] - The pricing strategy adjustment exceeded institutional expectations, as many brokerages had predicted a starting price around 330,000 yuan based on product configuration and competitor pricing logic [1] Group 2 - Market reactions indicate mixed investor sentiment regarding Li Auto's transition to pure electric vehicles, with concerns about the market acceptance of the i8 and potential pressure on profit margins due to aggressive pricing [2] - According to Li Auto's Q1 2024 financial report, the vehicle gross margin was 19.8%, and a more aggressive pricing strategy for the i8 could impact short-term profitability [2] - There is a prevailing view that, in the context of increasing penetration in the pure electric market, quickly capturing market share through competitive pricing may be a more favorable strategic choice [2]

摩根大通发表报告指，理想汽车推出其期待已久的电动SUV i8，并公布售价32.18万至36.98万元。该行 认为定价为正面惊喜，因较公布预售价低8%。i8入门车款定价与其L8增桯电动车售价相同，但高端版 本较L8高约1万元。该行重申对理想正面观点及预期下半年表现强劲，重申对理想"增持"评级及135港元 目标价。 ...

摩根大通指理想i8定价属正面惊喜 重申对理想正面观点 金十数据7月30日讯，摩根大通报告指，理想汽车(02015.HK)推出其期待已久的电动运动型乘用车 （SUV）i8，并公布售价32.18万至36.98万元人民币。该行认为定价为正面惊喜，因较公布预售价低 8%。i8入门车款定价与其L8增桯电动车售价相同，但高端版本较L8高约1万元人民币。该行重申对理想 正面观点及预期下半年表现强劲，重申对理想增持评级及135港元目标价。 ...

每经记者｜曾子建 每经编辑｜肖芮冬 7月30日早盘，港股市场再度跳空低开。截至发稿时，恒生指数报25288点，下跌0.92%；恒生科技指数报5528点，下跌2.06%。 焦点个股方面，理想汽车早盘跌超10%。消息面，理想汽车首款纯电SUV理想i8昨日正式上市，其价格为Pro版32.18万、Max版34.98万、Ultra版36.98万元。 这一售价区间相较此前公布的35万-40万元的预计价格有所下降，起售价与理想L8一致，均为32.18万元。 其他方面，科网股普跌，阿里巴巴、京东、百度跌超2%，美团、哔哩哔哩跌超1%；黄金股高开，珠峰黄金涨近2%；内资券商股回调，中国银河跌超1%。 跨境ETF方面，受理想汽车大跌影响，港股汽车ETF、港股通汽车ETF跌超2%。恒生科技ETF、港股科技ETF、香港证券ETF等跌超1%。此外，港股通创新 药ETF、港股医药ETF、港股医疗ETF、恒生生物科技ETF等早盘走强。 ...

Group 1 - The Hong Kong stock market experienced a decline, with the Hang Seng Technology Index dropping over 2% and Li Auto leading the decline among constituent stocks with a drop of over 10% [1] - The Hang Seng Index closed at 25,289.11, down 235.34 points or 0.92% [2] - The National Enterprises Index fell to 9,046.29, decreasing by 99.63 points or 1.09% [2] - The Hang Seng Technology Index ended at 5,527.90, down 116.48 points or 2.06% [2]

一年的时间内，i8还在自研电机、智能驾驶、智能座舱等多方面开展技术创新。在以往做增程式车型时，理想的电机主要由供应商提供。进入纯电市场后， 为了能够进一步降低能耗，公司选择了深度自研主驱电机。"我们投入了几百人的研发团队，在国家测试标准下，自研电机的效率达到了93.08%的行业最高 水平。"理想汽车整车电动产品负责人唐华寅介绍，实现这一成绩，团队不仅自研了首个在车上应用的六边形碳化硅结构芯片，甚至连机械齿轮间的润滑油 也实现了自研。电机效率高意味着什么？唐华寅解释，这意味着同样的电池包，续航里程能够提升20到30公里。 智能化风潮下，智能驾驶、智能座舱也成为i8创新的重点。在辅助驾驶方面，该公司最新的VLA（视觉语言动作）司机大模型将于i8同步交付，这一大模型 的最大亮点是将根据用户驾驶行为和使用偏好不断迭代，最终越来越接近用户的驾驶习惯。在智能座舱方面，此前的语音助手"理想同学"进一步升级为更聪 慧的智能体，学会了自主运用美团点餐、自主识别停车场缴费二维码等更多"助手技能"。 今夏的汽车市场格外热闹，多款亮眼新车上市点燃消费者购车热情。7月29日晚，新能源市场又迎来一款潜力新星，理想汽车首款纯电SUV——理 ...

Core Viewpoint - Li Auto's stock opened down over 9%, reflecting market reaction to the launch of its first pure electric SUV, the Li Auto i8, which is positioned in the mid-to-large luxury family vehicle segment [1] Company Summary - Li Auto's i8 was officially launched on July 29, with a price range of 321,800 to 369,800 yuan, which is lower than the previously announced pre-sale price of 350,000 to 400,000 yuan [1] - The i8 will begin deliveries on August 20 of this year [1] Industry Summary - The main competitors for the Li Auto i8 include the AITO M9 electric version, Tesla Model X, and NIO ES8 [1]

Core Viewpoint - Li Auto-W (02015) experienced a significant decline of over 9%, trading at 109 HKD with a transaction volume of 96.41 million HKD following the launch of its first pure electric SUV, the Li Auto i8 [1] Group 1: Product Launch - The Li Auto i8 was officially launched on July 29, targeting the mid-to-large luxury family vehicle market [1] - Key competitors for the i8 include the AITO M9 electric version, Tesla Model X, and NIO ES8 [1] - The i8 is available in three configurations, with an official price range of 321,800 to 369,800 RMB, which is lower than the previously announced pre-sale price of 350,000 to 400,000 RMB [1] - Deliveries for the Li Auto i8 are set to begin on August 20 of this year [1]

Core Viewpoint - Li Auto's stock experienced a decline of 9.01% on July 30, closing at 109.1 yuan per share with a trading volume of 205 million yuan, indicating market volatility and investor sentiment towards the company [1]. Group 1: Company Overview - Li Auto focuses on the design, research and development, manufacturing, and sales of luxury smart electric vehicles, particularly known for its range-extended electric vehicles [1]. - Since its mass production began in 2019, the company has launched multiple high-end models and continues to expand its product line to attract a broader customer base [1]. Group 2: Financial Performance - As of the first quarter of 2025, Li Auto reported total revenue of 25.927 billion yuan and a net profit of 650 million yuan [2].

港股新能源汽车股多数下跌，理想汽车跌逾11%，比亚迪股份、小鹏汽车跌逾4%，零跑汽车跌逾2%。 ...