【CNMO科技消息】在8月19日播出的《罗永浩的十字路口》节目中，理想汽车创始人李想谈及小米创 始人雷军进入造车领域时表示，雷军是这一波造车新势力中，除自己之外另一位"超级产品经理型"的创 业者。李想认为，"只有我和雷军能做超级产品"。 当被主持人罗永浩问及"雷军宣布造车时，你紧张吗？"李想坦言并不紧张，并透露了一个鲜为人知的细 节：雷军在正式宣布造车前，曾专门给他打过电话深入交流。他回忆道："那次我们打了将近2个小时电 话。他当时问我对特斯拉的看法，对比亚迪的看法，对华为的看法，聊了很长时间。最后他说，李想你 只给我一个建议，你会怎么给？" 面对这一问题，李想给出了自己的核心建议："不要找任何的代理人，你自己熬夜，然后就能做成。" 李想进一步表示，尽管两家公司在智能电动车领域存在竞争关系，但在实际发展过程中，双方保持着良 性的互动与支持。他提到："后边理想遇到很多事儿的时候，其实雷军和雷军团队都在帮理想。" 近几个月，小米和理想均发布了旗下首款纯电SUV车型：小米YU7和理想i8。两款车型虽然定位不同， 但价格有所重叠，彼此之间已存在直接的竞争关系。而从此次对话中，我们不难看出李想与雷军之间的 相互尊重与认 ...

Investment Rating - The report provides a positive investment rating for the new energy vehicle industry, highlighting strong growth potential and market dynamics [2]. Core Insights - The new energy vehicle market showed significant growth in June, with total sales reaching 2.14 million units, a year-on-year increase of 20.6%, while new energy vehicle sales reached approximately 1.11 million units, up 33.3% year-on-year [9][12]. - New energy vehicles accounted for 51.9% of total passenger vehicle sales in June, indicating a growing market share [9]. - The cumulative sales of new energy vehicles in 2025 reached 5.27 million units, reflecting a year-on-year increase of 30.9% [12]. Market Sales Performance - In June, pure electric vehicle sales were approximately 676,000 units, up 42.1% year-on-year, while plug-in hybrid sales were about 434,000 units, up 21.6% year-on-year [12]. - The top 10 manufacturers in the new energy market held a market share of approximately 67.3%, with BYD and Geely leading the rankings [15][28]. - The top three cities for new energy vehicle sales in June were Beijing, Guangzhou, and Chengdu, with a combined market share of 25.9% [18]. Market Dynamics - The report highlights significant monthly sales growth in the new energy vehicle sector, with a 15.0% increase in June compared to the previous month [15]. - The report notes that the market dynamics are influenced by various manufacturers' performance, with notable increases from Tesla (China), Zero Run, and Changan [28]. Industry Policies - The Ministry of Industry and Information Technology issued an implementation plan to promote green and low-carbon standardization in the industrial and information sectors, with a focus on the automotive industry [65][66]. - The plan outlines key research directions for green low-carbon standards in the automotive sector, including carbon footprint management and new energy vehicles [66][68].

8月19日，罗永浩发布了视频播客《罗永浩的十字路口》第一期，与理想汽车CEO李想对谈。 罗永浩。李想透露自己18岁就曾月入2万，24岁便身价过亿，但也经历过卡里只剩5万甚至一度清零的困境。李想坦言，自己从初中起就开始尝试赚钱，认 为赚钱这个事情非常有意思。尽管早期取得巨大财务成功，他也经历过低谷——创业期间曾多次面临资金枯竭，银行卡余额一度只剩5万元，甚至清零。 对于早期报道称其05年（24岁）身价过亿一事，李想回应称："反正那时候，按这种互联网的泡沫的PE算嘛，就是你有一个收入，有个利润，然后给你算 那个市销率，算个市盈率，来测算出来的。" 李想。李想在节目中提起王兴称："我太感谢他了。"并在提到B轮投资时拒绝王兴而落泪，李想表示王兴是他整个创业历史上最大的贵人相助。 谈到为何进入到汽车行业，李想表示："一方面想从事高难度的，另一方面想的是我到底能不能赢。比如说我在房地产、旅游和汽车里面为什么选汽车， 因为我觉得汽车是个标品，我们做标品特别强，旅游属于服务，房地产每个城市都不一样没有什么产品力可言，所以我觉得汽车是一个选择。当时汽车之 家上市以后，我就开始来准备自己的下一次创业了，但是创业的时候有点跟雷军很 ...

Group 1 - The Hong Kong stock market for the new energy vehicle sector has declined, with Xiaopeng Motors (09868.HK) dropping over 3% [1] - Other companies in the sector, including NIO (09866.HK), Li Auto (02015.HK), Great Wall Motors (02333.HK), and Leap Motor (09863.HK), also experienced declines [1]

Core Insights - The podcast "Crossroads of Luo Yonghao" features a conversation between Luo Yonghao and Li Xiang, CEO of Li Auto, discussing entrepreneurship and personal experiences in the automotive industry [1][12]. Group 1: Li Xiang's Background and Experiences - Li Xiang revealed that he earned 20,000 yuan per month at the age of 18 and became a millionaire by 24, but faced financial difficulties, including a bank balance that dropped to 50,000 yuan and even zero at times [3][5]. - He emphasized the interesting nature of making money and shared that he started trying to earn from a young age, despite experiencing significant financial lows during his entrepreneurial journey [3][5]. - Li Xiang acknowledged the role of Wang Xing as a significant benefactor in his entrepreneurial history, expressing gratitude for his support [5]. Group 2: Entry into the Automotive Industry - Li Xiang explained his decision to enter the automotive sector, citing the challenge and the potential for success, as he believed that cars are standardized products, unlike real estate and tourism, which are more variable [7]. - He mentioned that he began preparing for his next venture after the listing of "Automobile Home" and conducted investments to understand the industry better [7]. - Li Xiang addressed recent criticisms of Li Auto and its owners, suggesting that these attacks were orchestrated by competitors [7]. Group 3: Personal Life and Family Values - Li Xiang shared that his wife manages all household matters and that he entrusts his earnings to her, highlighting a strong family dynamic [8]. - He discussed the importance of instilling values in their children, emphasizing the need for unity and protecting family interests [8]. Group 4: Luo Yonghao's Insights - Luo Yonghao commented on his relationship with his wife, clarifying that he listens to her decisions at home, which he considers fortunate [10]. - He also revealed that he has sought help from a mental health professional, reflecting on his upbringing and the challenges he faced [10]. Group 5: Podcast Format and Content - The podcast aims for deep discussions on technology, culture, and life choices, with each episode lasting 3 to 5 hours [12]. - The first two episodes feature prominent figures in the automotive industry, including Li Xiang and He Xiaopeng, focusing on entrepreneurial insights and industry trends [12].

"那次我们打了将近2个小时电话。他当时问我对特斯拉的看法，对比亚迪的看法，对华为的看法，聊了 很长时间。最后他说，李想你只给我一个建议，你会怎么给？" 李想回答：不要找任何的代理人，你自己熬夜，然后就能做成，这是李想当时给雷军唯一的建议。" 他还表示，后边理想遇到很多事儿的时候，其实雷军和雷军团队都在帮理想。 责任编辑：李思阳 8月19日，在《罗永浩的十字路口》节目中，李想表示，雷军是除了他之外，这波造车创业公司的老板 里，另外一个超级产品经理型老板。只有他们俩能做出超级产品。 罗永浩问李想：雷军宣布造车的时候，你紧张过吗？ 对此，李想表示，没有紧张过，雷军还给他专门打过电话。 ...

在《罗永浩的十字路口》节目中，李想谈到"汽车半导体短缺"的时候，有的供应商欺负他们，明明给理 想安排的生产线给别人。他还谈到理想的供应链铁军"我们这帮同事太厉害了，到供应现场去盯着。如 果你生产别的，我躺在你机器上，要么你让我死，然后要么你给我换成我的。大家就这么在作战，这么 激进的事儿也发生过。"对此，李想也肯定了自己的高管：马东辉和沈亚楠管的好。（新浪科技） ...

Group 1 - The core viewpoint is that owners of the mega vehicle often have luxury cars such as Ferrari, Porsche, or Rolls-Royce Cullinan, indicating a trend among buyers who see themselves as fashion pioneers [1] - The primary reason for purchasing the mega home among users is its exterior design, highlighting the importance of aesthetics in consumer decision-making [1]

Core Viewpoint - The discussion highlights allegations of manipulation against the i8 model, suggesting that a competitor is orchestrating negative campaigns against it, including attacks on the image of its owners [1] Group 1 - The i8 has faced consistent negative publicity since its launch, which the company attributes to a rival's orchestrated efforts [1] - The negative campaigns are believed to involve professional teams with expertise in this type of manipulation, indicating a strategic approach by the competitor [1] - The comments were made by Li Xiang during the program "The Crossroads of Luo Yonghao," emphasizing the competitive tensions in the automotive industry [1]

责任编辑：李思阳 他还谈到理想的供应链铁军"我们这帮同事太厉害了，到供应现场去盯着。如果你生产别的，我躺在你 机器上，要么你让我死，然后要么你给我换成我的。大家就这么这么在作战，这么激进的事儿也发生 过。" 对此，李想也肯定了自己的高管：马东辉和沈亚楠管的好。 8月19日，在《罗永浩的十字路口》节目中，李想谈到"汽车半导体短缺"的时候，有的供应商欺负他 们，明明给理想安排的生产线给别人。 ...