智通财经6月27日电，港股收盘，理想汽车发布公告更新2025年第二季度交付量指引。受到地方补贴退 坡、新车密集上市、"以价换量"导致的市场观望情绪加剧等影响，20万以上中高端车市场大盘增长失 速，豪华品牌销量同比大幅下滑。理想汽车预计2025年第二季度交付量为10.8万辆。李想表示纯电SUV 理想i8上市前完成销售体系升级，支持纯电产品销售，预计随着7月和9月两款纯电SUV完成上市，品牌 销量将进一步回升，冲击销量新高。 理想汽车：销售组织调整升级 更新Q2交付目标 ...

Core Insights - Xiaomi's new car, YU7, achieved an impressive sales milestone of 200,000 pre-orders in just 3 minutes, prompting competitors to enter "war mode" [1] - Li Auto has made significant organizational changes, with President Ma Donghui now overseeing research, supply manufacturing, and sales, reporting directly to CEO Li Xiang [1][2] - The restructuring aims to enhance collaboration between production, supply chain, and sales, supporting a strategic to operational closed loop [1] Company Developments - Li Auto's sales and service senior vice president Zou Liangjun will continue as a sales service advisor, while the head of the overseas department has changed from Wang Jin to Wu Zuomin, who has experience in overseas markets [2] - CEO Li Xiang remains focused on product lines, branding, and strategy, with an increased emphasis on artificial intelligence, particularly in the area of advanced driver assistance systems [2] Market Competition - The personnel changes at Li Auto are strategically timed ahead of the launch of two new electric models, positioning the company against competitors like Tesla's Model Y and Xiaomi's YU7 [3] - Li Auto plans to lower its second-quarter sales target, having delivered 92,800 vehicles in the first quarter and initially aiming for 123,000 to 128,000 in the second quarter [3] - The company is consolidating its sales regions from 26 to five major areas to better allocate resources amid increasing competition in both range-extended and pure electric vehicle segments [3] - Li Auto has established over 2,500 fast-charging stations and aims to reach 4,000 by the end of the year, adding an average of four stations daily [3]

智通财经6月27日电，理想汽车调整组织架构和人事任命，将原"研发与供应群组"和"销售与服务群 组"整合并入新成立的"智能汽车群组"，对理想汽车智能汽车业务的战略到经营闭环负责；总裁马东辉 将担任智能汽车群组的负责人，向董事长兼CEO李想汇报。李想仍将负责汽车相关业务，并将更多精力 投入AI领域。 (智通财经记者 魏勇猛) 理想汽车整合成立智能汽车群组 总裁马东辉将担任负责人 ...

智通财经6月27日电，理想汽车美股盘前短线跳水，跌超5%。公司此前下调第二季度交付量。 ...

理想汽车(LI.O)美盘前跳水，一度跌超5%，此前下调第二季度交付量。 订阅新能源汽车动态 +订阅 ...

理想汽车美股盘前跌幅扩大至5%。 ...

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 第二季度交付量展望更新 於2025年6月27日，中國新能源汽車市場的領導者理想汽車（「理想汽車」或「本公 司」）（納斯達克：LI；香港交易所：2015），更新本公司2025年第二季度交付量展 望。本公司現預計將在2025年第二季度交付約108,000輛汽車，其此前發佈的交付 量展望為123,000至128,000輛。該調整體現了本公司為長遠發展而升級銷售體系 所帶來的短暫影響。本公司有信心，在理想i8上市前完成組織升級的工作，以更 好的組織能力迎接新的產品週期。 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 ...

Core Viewpoint - Li Auto Inc. has revised its delivery outlook for Q2 2025, expecting to deliver approximately 108,000 vehicles, down from a previous estimate of 123,000 to 128,000 vehicles, due to a temporary impact from a sales system upgrade [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 [2] - The company's mission is to create a mobile home and happiness, providing families with safe, convenient, and comfortable products and services [2] - Li Auto is a pioneer in commercializing extended-range electric vehicles in China while also developing battery electric vehicle platforms [2] - The company began volume production in November 2019 and has a diverse model lineup, including Li MEGA, Li L9, Li L8, Li L7, and Li L6 [2]

Core Viewpoint - The report from CICC indicates that Li Auto-W (02015) is adjusting its product strategy, with projected revenues for 2025, 2026, and 2027 at 170 billion, 238.6 billion, and 293.9 billion yuan respectively, and net profits at 12.02 billion, 16.03 billion, and 20.97 billion yuan, maintaining a "Buy" rating [1] Group 1: Market Strategy and Performance - The high-end range-extended models are expanding market presence, while pure electric Mega faces challenges; model refreshes are stabilizing the market [2] - In 2022, the L series enhanced smart, safety, and comfort features, leading to rapid sales growth, while the L9/L8 models reduced configurations to broaden audience reach, alleviating concerns over the discontinuation of the Ideal One [2] - In 2023, the L7 successfully penetrated the five-seat SUV market, contributing to monthly sales exceeding 50,000 units by year-end; however, in 2024, the pure electric MPV faced cooling demand and intensified competition in high-end range-extended SUVs, putting overall sales under pressure [2] Group 2: Strategic Adjustments - The company is refocusing on product development, enhancing charging infrastructure, and heavily investing in AI to prepare for future industry competition [3] - The Mega model's setbacks were attributed to misjudgments in the pure electric market pace, overemphasis on sales expectations, and misalignment between product definition and user needs; corrective measures include restructuring and accelerating the "dual-energy strategy" [3] - A major organizational restructuring is planned for 2024, focusing on product business, integrating resources, and establishing a new Go-to-Market department to enhance product launch coordination [3] Group 3: AI Investment and Future Outlook - Increased investment in AI includes dual-track development of intelligent driving assistance and multi-modal intelligent assistants, with a large model for drivers expected to launch by mid-2025 [4] - The company aims to build a competitive edge in AI through data accumulation, cloud and vehicle computing power enhancements, and self-developed AI infrastructure [4] - The outlook for the year indicates stable sales for range-extended models, with the potential for pure electric products to support annual sales reaching one million units [5]

港股汽车股多数低开，小鹏汽车(09868.HK)开跌3.71%，比亚迪股份(01211.HK)开跌2.15%，理想汽车 (02015.HK)、零跑汽车(09863.HK)、吉利汽车(00175.HK)等多股低开。 ...