同时，该负责人表示，"对于数据调取，理想汽车可以向用户提供基础行车数据，但辅助驾驶的数据目前没有现行的国标要求。受限于目 前辅助驾驶的数据回传机制和车端存储能力限制，需要进行远程触发回读，但是存在数据量过多情况下的数据覆盖情况。目前理想汽车 方面仍在与用户积极沟通，希望尽快妥善解决此事。" （文章来源：南方都市报） 近日，有理想汽车L6车主称，其开启辅助驾驶功能后"车辆突然失控变道导致发生碰撞事故"，"且车企无法提供辅助驾驶相关数据"，消 息引发关注。1月29日，理想汽车相关负责人向南都N视频记者表示，"经技术人员根据行车记录仪进行初步分析，事发时为冬季午后低角 度阳光直射场景，辅助驾驶传感器在极端光线条件下识别存在局限性。" 行车记录仪视频截图。 据了解，该车主表示，1月10日16时，其在驾驶途中接了一个蓝牙电话，便打开了智能辅助驾驶系统（NOA）。行车记录仪显示，车辆正 对夕阳行驶，在红绿灯路口起步后直行7秒，车速提升至36km/h，突然向后偏转，2秒后车速降至29km/h并退出NOA状态，与右侧车道的 一辆黑色轿车发生碰撞，所幸未造成严重后果。道路交通事故认定书显示，该车主因违规变道负全责。该车主称，" ...

Core Viewpoint - Li Auto is undergoing a strategic recalibration by closing approximately 100 inefficient retail stores while simultaneously investing in AI and robotics, reflecting a dual approach of contraction and expansion in response to market challenges [2][4][12]. Group 1: Retail Strategy and Market Position - In early 2026, Li Auto plans to close around 100 low-efficiency retail stores, which are often located in prime areas of first and second-tier cities, as part of a broader strategy to adapt to changing consumer behaviors [4][27]. - The adjustment is not merely a cost-cutting measure but a strategic realignment following a year of declining performance, as consumers increasingly prefer shopping in multi-level commercial spaces rather than traditional car showrooms [6][29]. - In 2025, Li Auto set an ambitious sales target of 700,000 vehicles, which was later revised down to 640,000, with actual deliveries falling to approximately 406,343 vehicles, resulting in a loss of market leadership to competitors like Leap Motor [7][30]. Group 2: Financial Performance and Challenges - Li Auto's third-quarter revenue for 2025 was reported at 27.4 billion yuan, a year-on-year decline of 36.2%, with a net loss of 624 million yuan, marking the end of 11 consecutive profitable quarters [9][32]. - The decline in performance is attributed to setbacks in the pure electric vehicle market and increased competition from rivals employing aggressive pricing strategies [9][32]. - The company currently operates 548 retail centers, which incurs significant costs, prompting the need for channel optimization to improve overall efficiency [10][33]. Group 3: Future Strategy and AI Investment - Li Auto is shifting its focus towards AI technology and robotics, with plans to develop foundational models, chips, and intelligent systems, aiming to position itself among the top three global players in this field by 2028 [12][37]. - The company has expressed intentions to expand its brand identity from merely creating "mobile homes" to a broader vision encompassing "embodied intelligence," including the development of humanoid robots [14][37]. - Following the announcement of store closures and AI investments, Li Auto's stock rose by 4.9%, indicating positive market reception despite differing opinions among investors regarding the company's long-term competitiveness [16][39]. Group 4: Market Reactions and Analyst Ratings - Analysts are divided on Li Auto's long-term prospects, with optimistic views focusing on the potential of self-developed chips and AI models, while cautious perspectives highlight immediate operational pressures [18][42]. - Some analysts maintain a positive rating, projecting a target price of 100 HKD for the stock, while others have downgraded their ratings due to concerns over short-term challenges, setting a target price of 17.5 USD [18][43].

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

Group 1 - Li Auto's head of autonomous driving, Lang Xianpeng, will now lead the company's robotics efforts, overseeing hardware operations and robotics R&D [2] - The autonomous driving team has been restructured to become part of the software team, indicating a shift in internal organization [3] - Li Auto had previously outlined an investment of $836 million in AI last year, highlighting its commitment to technology development [3] Group 2 - Xpeng's CEO announced that the company's humanoid robot, IRON, is set to enter production in the latter half of this year, reflecting a broader trend in the automotive industry towards robotics and Robotaxis [4]

作为有70%投票权的创始人, 李想真打算全力做硅基司机/家政了, 不是demo，奔着量产去的。做硅基 生命要求的组织形式与车企完全不同了。 李想能不能做成是另外一回事，基于现阶段综合条件，没有主体能阻止李想将调集理想全部的资源做 这事。 李想已经把话说的非常清楚了。 站在2026年1月，不论是原有巨头还是全新AI公司，组织方式基本变成一样，各个团队整合在一 起进行联合设计，共同设计硅基生命的感知/大脑/心脏/神经/软件本体/硬件本体。和过去做软 件做硬件的方式发生了根本性变化，完全不同于互联网移动互联网时代。 理想要对技术和研发团 队进行大调整，把工作权限按照最先进的公司，按协作造硅基生命的方式进行工作。 硅基司机不是从A到B点，而是生活助理， 承担充电/接孩子/取快递/处理违章等事， 家政解决做 饭、洗衣、收纳等家务。 李想认为做家政的人形机器人的紧迫感强到 必须立刻启动，再不启动就会错过第一波最后的上车 机会。 空间机器人和人形机器人一些团队从水面下浮到水面上。去招聘最好的人。把原来由于没 有机器人，看到了很多机器人创业公司的一些人再招回来。 基于李想判断今天看机器人遇到的很多难题，非常像2025年2月7 ...

点击输入图片描述（最多30字） 点击输入图片描述（最多30字） 【鸣鸣很忙上市大涨88%】中国最大的休闲食品饮料连锁零售商——湖南鸣鸣很忙商业连锁股份有限公司在港交所主板挂 牌上市，开盘大涨88.08%，截至收盘，涨幅回落至69.06%，报400港元/股，总市值达862.04亿港元。鸣鸣很忙此次全球发 售1410.1万股H股，公开发售阶段认购倍数超过1500倍，8家基石投资者合计认购15亿港元，包括腾讯、淡马锡与贝莱德 等。公司预计净筹资30亿港元以上，发行市值约500亿港元。鸣鸣很忙旗下拥有零食很忙、赵一鸣零食两大品牌，最新数据 显示，截至2025年11月30日，鸣鸣很忙门店数达21041家。（更多内容，点击查看《两位85后卖零食，开店两万家，身价均 超200亿港元，鸣鸣很忙刚刚IPO》）（中国基金报） 点击输入图片描述（最多30字） 【英伟达员工晒年会最牛年终奖：黄仁勋亲笔签名皮衣】近日，英伟达CEO黄仁勋陆续到访上海、北京、深圳，分别参加 了三地分公司举办的新年活动。1月27日，有网友在社交媒体晒出一件黄仁勋亲笔签名的皮衣。该网友表示，自己本来想签 在胸前，结果黄仁勋直接把他翻个身按住并称"Don't ...

智通财经APP获悉，周三，热门中概股多数上涨，截至发稿，新东方(EDU.US)涨超4%，理想汽车 (LI.US)、贝壳(BEKE.US)涨超3%，哔哩哔哩(BILI.US)涨超2%，阿里巴巴(BABA.US)、网易(NTES.US) 涨超1.5%。 ...

Core Viewpoint - Li Auto is undergoing a restructuring of its R&D system to enhance its competitiveness in the AI sector, particularly in autonomous driving and intelligent robotics [1] Group 1: Organizational Changes - Li Auto will reorganize its R&D into three main teams: Base Model Team, Software Entity Team, and Hardware Entity Team, with a significant focus on the restructuring of the autonomous driving team [1] - The former Senior Vice President of Autonomous Driving, Lang Xianpeng, will lead the Hardware Entity Team, focusing on robotics development and reporting to President Ma Donghui [1] - The autonomous driving team will be integrated into the Software Entity Team, led by Guo Xiaofei, who will also oversee the development of intelligent cockpit and intelligent driving [1] Group 2: Leadership and Reporting Structure - Guo Xiaofei will report to Ma Donghui, while Zhan Kun will lead the Base Model Team, responsible for integrating VLA and self-developed chips, reporting to CTO Xie Yan [1] - This restructuring aligns with Li Auto's strategic vision as articulated by CEO Li Xiang, emphasizing the importance of R&D adjustments to meet new AI competition [1] Group 3: Strategic Vision - Li Xiang indicated that the next decade will see embodied intelligence become a core capability for Li Auto, marking the beginning of a new era for automotive robotics [1] - The company anticipates that the revenue potential from this sector could reach trillions, indicating significant growth opportunities ahead [1]

近期，有消息称理想将在2026年上半年关闭100家低效门店，同时当前理想常州工厂处于不饱和的工作状态，消息一出立马得到市场关注。 对于门店关闭的消息，理想选择辟谣，公司方面表示，近期网络上出现关于理想汽车出现批量闭店、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。 但对于当前工厂状态，理想并未进行说明。 一边是"关闭100家门店"的传闻发酵，一边是常州工厂产能冷热不均的现实困境，叠加销量同比下滑、产品战略摇摆的难题，这家车企正经历成立以来艰 难的转型阵痛。 清退低效门店 虽然理想辟谣了关店100家的说法，但其闭店的行为确在进行中。 曾凭借增程车型稳居新势力头部的理想汽车，陷入了前所未有的压力。 与之形成鲜明对比的是，生产纯电i6的三区开启双班倒模式，"人歇机器不歇"，日均产量稳定在700台以上；而同厂区生产i8的产线则因订单不足已停工， 且计划搬迁至北京顺义工厂。 这种产能失衡并非行业普遍现象，同在常州的比亚迪工厂，因出口订单充足，车间生产计划排满，工人多为单休，厂区门口烟火气十足，与理想工厂的冷 清形成强烈反差。 近日，《国际金融报》记者发现位于上海浦东陆家嘴中 ...

Core Viewpoint - The introduction of 7-year low-interest financing plans by various electric vehicle manufacturers aims to stimulate market demand amid a competitive landscape and inventory pressure, but the actual effectiveness of these plans remains to be seen [1][9]. Financing Plans Overview - Major brands like Tesla, Xiaomi, Li Auto, and Xpeng have launched or enhanced 7-year low-interest financing options since January 2026, extending traditional auto loan periods by 2 to 3 years [1]. - Monthly payments have significantly decreased due to longer loan terms, with Xiaomi's YU7 starting at 2,593 yuan, Xpeng's models at 1,355 yuan, Li Auto at 2,578 yuan, and Tesla's Model 3/Y/Y L at 1,918 yuan [1]. Tesla's Financing Options - Tesla offers two different 7-year financing plans based on down payment amounts, with annualized rates of 0.7% for a 15% down payment and 0.5% for a 30% down payment, translating to effective annual rates of 1.36% and 0.98% respectively [2][4]. - The minimum down payment for Tesla's plans is 79,900 yuan for the high down payment option and 45,900 yuan for the low down payment option [2]. Xiaomi's Financing Details - Xiaomi's 7-year low-interest plan requires a minimum down payment of 20%, with an annualized rate of 1% and an effective annual rate of 1.93% [3]. - For the YU7 standard version priced at 253,500 yuan, the minimum down payment is 49,900 yuan, with a monthly payment of 2,593.48 yuan and total interest over 7 years amounting to 14,252.28 yuan [3]. Li Auto and Xpeng Financing Plans - Li Auto's financing plan varies by model, with the i8 and MEGA models offering 3 years of interest-free payments followed by a 2.5% annualized rate, while other models have a 2.5% rate as well [3]. - Xpeng offers a 7-year financing option with a minimum down payment of 15% and an annualized rate of 1.5%, resulting in an effective annual rate of 2.86% [3]. Market Dynamics and Consumer Behavior - Sales personnel from various brands express differing opinions on the 7-year financing plans, with some recommending 5-year plans due to lower total interest payments [6][7]. - The overall sentiment among sales staff is that the 7-year low-interest plans are designed to lower the barrier to vehicle ownership, although they acknowledge that the effectiveness of these plans may be limited by consumer credit qualifications [8][9]. Industry Trends and Predictions - The automotive market is experiencing a significant decline, with retail sales down 28% year-on-year and wholesale sales down 35% in early January 2026 [8]. - Analysts predict a continued downturn in the Chinese passenger vehicle market, with potential sales dropping to 28.5 million units in 2026, a 5% decrease from the previous year [8].