理想汽车财报显示，截至2025年12月31日，理想汽车在全国已有548家零售中心，覆盖159个城市。理想 汽车2025年的交付量为40.6万辆，未达成全年销量目标。 新浪科技讯 1月23日下午消息，针对网传的闭店、裁员等传闻，理想汽车方面回应称，最近网络上出现 关于理想汽车批量闭店、裁员的舆情，均为不实信息。今年公司会针对少量能效较低的商超门店关停， 但不涉及批量关闭情况。 理想汽车财报显示，截至2025年12月31日，理想汽车在全国已有548家零售中心，覆盖159个城市。理想 汽车2025年的交付量为40.6万辆，未达成全年销量目标。 责任编辑：刘万里 SF014 责任编辑：刘万里 SF014 新浪科技讯 1月23日下午消息，针对网传的闭店、裁员等传闻，理想汽车方面回应称，最近网络上出现 关于理想汽车批量闭店、裁员的舆情，均为不实信息。今年公司会针对少量能效较低的商超门店关停， 但不涉及批量关闭情况。 ...

据中新经纬，一理想汽车内部人士23日表示，理想汽车后续将关闭一些能效低、扩张期铺开的门店，包 括不赚钱的商超门店。"目前处于评估阶段，门店关闭数量不详。"这位内部人士说。这里的门店是指零 售中心，不包括售后维修中心及授权钣喷中心。 ...

据中新经纬，一 理想汽车内部人士23日表示，理想汽车后续将关闭一些能效低、扩张期铺开的门店， 包括不赚钱的商超门店。"目前处于评估阶段，门店关闭数量不详。"这位内部人士说。这里的门店是指 零售中心，不包括售后维修中心及授权钣喷中心。 ...

BBA已经跌下神坛！ 这并不是电车通危言耸听。曾几何时，BBA在中国市场如日中天，年销70万辆是家常便饭，但去年BBA三家销量集体大幅跳水，最令人唏嘘的莫过于奔 驰，不仅年销量跌至55.19万辆，更惨遭奥迪反超，昔日的王者光环瞬间黯淡。 为什么BBA突然失速了？电车通经过分析后发现，导致它们整体失速的核心，恰恰出在SUV细分市场，旗下卖得最好的SUV几乎都「扑街」了。 | 品牌 雷科技 电车通制图 | 2025年 2025年销量/万辆 同比 | | --- | --- | | 宝马 | 62.55 -12 | | 奥迪 | -4 61.7 | | 奔驰 | 55.19 -1 | 制图：雷科技｜电车通 不是市场不要豪华SUV了，而是国产新势力，直接把BBA的餐桌给掀了。 回看去年30万以上SUV战场：奥迪Q5L、奔驰GLC、宝马X3/X5这些老牌贵族节节败退；而对面，小米YU7、问界M8、蔚来ES8等新贵正集体冲高。 | 排名 雷科技 电车通制图 | 车型 | 年销量排名变 | | --- | --- | --- | | 1 | 特斯拉Model Y | | | 2 | 小米YU7 | | | 3 | 问界M8 ...

2021年之前，蔚来一直以领先优势位居交付量第一，但2021年被小鹏超越，此后排名持续下滑，2025年 在新势力品牌中"垫底"。蔚来一直是行业中的焦点性品牌，其在2019年至2020年遭遇资金危机，后获合 肥地方政府注资得以回血，不过销量遭受重创。为打破高端定位带来的增量局限，蔚来陆续发布乐道和 萤火虫两个新品牌。 2025年，蔚来销量32.6万辆，同比增长47%。其中，蔚来品牌全年交付24万辆，乐道品牌累计交付13万 辆，萤火虫品牌累计交付约4万辆。此外，蔚来在2025年推出全新ES8并大幅降价，提升市场竞争力。 随着乐道L90及全新ES8的推出，蔚来第四季度增长明显。虽未完成44万辆的年度目标，但蔚来创始人 李斌在第100万辆车型下线仪式上表示，对第四季度实现盈利有信心。 据经济观察报-经济观察网 "蔚小理"这三家新势力"元老"，基本从2015年启动。2021年之前，"蔚小 理"一直占据头部三强，此后竞争加剧，三者销量表现和排名不稳定，发展路径也出现分化。 理想汽车成立之初，曾研发小型低速电动车SEV和增程式SUV。2018年放弃SEV项目，全力押注增程式 智能SUV理想ONE。尽管当时业内对增程式电动车 ...

Group 1 - The Hang Seng Tech Index has returned above the 20-day moving average, indicating a short-term bullish trend, with notable stock movements from major companies like Baidu, Alibaba, Bilibili, Kuaishou, SMIC, Hua Hong Semiconductor, and Li Auto [1] - Since October of last year, Hong Kong tech assets have been under pressure due to structural industry differences, negative impacts from delivery subsidies, and year-end liquidity constraints. However, these factors are expected to improve by 2026, driven by AI industry growth, a cycle of overseas interest rate cuts, foreign capital inflows, and the return of southbound funds, suggesting a potential rebound for undervalued Hong Kong tech stocks [1] - Year-to-date, southbound funds have seen a cumulative net inflow of nearly 68 billion HKD into the Hong Kong stock market. Looking ahead to 2026, domestic AI models like DeepSeek are expected to launch around the Chinese New Year, while major domestic companies are increasing capital expenditures to enhance overall model capabilities [1] Group 2 - The National Securities Hong Kong Stock Connect Technology Index includes biotech leaders such as BeiGene, Innovent Biologics, and WuXi Biologics, currently trading at a rolling P/E ratio of only 27 times, which is below the 50th percentile of the past decade, indicating significant mean reversion potential [2]

Group 1: Market Performance - US stock markets closed higher on January 22, with the Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55% [1] - Technology stocks saw significant gains, with Meta rising 5.7%, Oracle up over 2%, and Tesla increasing by over 4% [2][3] Group 2: Tesla Developments - Tesla's market value increased by $59.6 billion (approximately 415.6 billion RMB) in one night [3] - CEO Elon Musk announced that Tesla may start selling its humanoid robot "Optimus" to the public by the end of next year, with the robots currently performing simple tasks in factories [4] - Musk predicts that by the end of 2026, these robots will be capable of completing more complex tasks [5] Group 3: Intel Financials - Intel reported fourth-quarter revenue of $13.67 billion, a year-over-year decrease of 4.1%, with adjusted earnings per share of $0.15, up from $0.13 the previous year [6] - The company expects first-quarter adjusted earnings per share of $0.00, with revenue projected between $11.7 billion and $12.7 billion [6] Group 4: Economic Indicators - The US third-quarter GDP annualized growth rate was revised to 4.4%, slightly above the expected 4.3% [9] - Initial jobless claims for the previous week were reported at 200,000, below the expected 210,000 [8]

TOP2不掌握任何非公开信息，纯粹基于公开信息推理。 根据理想官网，理想正在急招 灵巧手机械设计[1]/算法研发[2]/嵌入式软件工程师[3]，嵌入式软 件工程师-传感器[4]，关节模组嵌入式软件[5]/机械设计[6]工程师，嵌入式硬件工程师[7]，双足 算法研发工程师[8]，全身运控算法研发工程师[9]。 TOP2基于这9份岗位描述推理，理想在研发一款面向工业制造场景的高性能人形机器人(双足+灵巧 手)，谋求量产，不是谋求Demo展示或科研场景，也不是谋求面向普通家庭的消费级产品。 本文侧重分享推理出理想主观诉求的过程，不涉及分析到底这个人形机器人到底能不能做出来。 机械设计工程师-关节模组[6]要求候选人负责解决试产及量产阶段的结构性问题(如装配干涉、密封失 效等)，并要求参与材料选型及供应商技术评估。 在嵌入式硬件工程师[7]要求候选人必须具备大功率 电源产品成功量产的Layout经验，并需要解决DFM(可制造性设计)和DFA(可装配性设计)相关问题。 只有进入正式量产流程的产品，才会对DFM/DFA和供应商评估提出如此具体的要求，Demo不需要考 虑这些。 嵌入式软件工程师-灵巧手[3]机械设计工程师 ...

Core Viewpoint - The automotive market is shifting from direct price reductions to low-interest financing options, with several brands introducing long-term low-interest plans to stimulate demand amid consumer hesitation and inventory pressure [1][3]. Group 1: Low-Interest Financing Strategies - Following Tesla's introduction of a "7-year low-interest" financing plan, brands like Xiaomi, Li Auto, Xpeng, and Dongfeng Yipai have launched similar "6 to 7-year low-interest" and "low down payment, low monthly payment" installment policies [1][2]. - Tesla's financing plan offers an annual interest rate as low as 0.5% (approximately 0.98% annualized), with options tailored to different models and down payment levels [2]. - Xiaomi and Li Auto have adopted the "7-year low-interest" model to attract budget-sensitive consumers, emphasizing low monthly payments and down payment thresholds [2]. Group 2: Market Dynamics and Consumer Behavior - The introduction of low-interest financing is closely linked to fluctuations in consumer demand, with data indicating a 3.8% year-on-year increase in retail sales of passenger vehicles in 2025, but a decline in December retail numbers [3]. - The current market environment, characterized by consumer hesitation, has led automakers to utilize financial tools to stimulate demand and secure orders [3]. Group 3: Regulatory Environment and Compliance - Regulatory bodies have emphasized the need to resist chaotic price wars, enhancing the tactical value of financial subsidies as a means to maintain market order [4]. - The Ministry of Industry and Information Technology and other agencies have called for strict monitoring of pricing behaviors and compliance with regulations to ensure fair market practices [4]. - The introduction of guidelines for pricing behavior in the automotive industry aims to standardize promotional and pricing practices, indicating that financial subsidies are not outside regulatory scrutiny [5]. Group 4: Potential Implications and Concerns - While low-interest financing can reduce immediate cash flow pressure and encourage purchases, there are concerns about the long-term sustainability of such strategies [5]. - Risks include potential consumer leverage issues, demand being pulled forward, and the possibility of a return to price wars if financial incentives are not managed properly [5][6]. - The future effectiveness of these promotional strategies will depend on transparent compliance with promotional rules and the ability of companies to provide sustainable product value beyond financial incentives [6].

Group 1 - The Nasdaq China Golden Dragon Index increased by over 2% on January 22 [1] - 1药网 (1Drug Network) rose by 9.38% [1] - 阿里巴巴 (Alibaba) saw a gain of 6.90% [1] - 理想汽车 (Li Auto) experienced a rise of 5.99% [1] - 世纪互联 (Century Internet) increased by 6.03% [1] - 康迪车业 (Kandi Technologies) grew by 5.64% [1]