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。 ...

格隆汇8月19日｜港股市场新消费概念股普跌，截至半日收盘，布鲁可跌超8%，老铺黄金跌超3%，锅 圈、泡泡玛特跌超2%。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 00325 | 布鲁可 | 112.000 | -8.27% | | 06181 | 老铺黄金 | 729.000 | -3.44% | | 02517 | 起 | 3.510 | -2.50% | | 09992 | 泡泡玛特 | 278.200 | -2.32% | | 09982 | 卫龙美味 | 12.920 | -2.12% | | 09868 | 小鹏汽车-W | 77.200 | -1.66% | | 02015 | 理想汽车-W | 94.350 | -1.51% | | 02367 | ...

Group 1 - The article emphasizes the investment value of important events, industry chain companies, and key policy interpretations [1] - The company specializes in humanoid robot materials, which have entered the testing phase and are integrated into the supply chains of Tesla and other domestic electric vehicle manufacturers [1] - The company has achieved a compound annual growth rate of over 30% in net profit over the past four years, positioning itself as a leader in its niche market within the A-share market [1]

其一，心智再划界。过去两年，理想通过 L 系列与纯电 i 系列，把"六座＝家庭刚需"的叙事坐实。i8 作 为理想首款纯电 SUV，把家庭舒适、便利配置做成"默认方案"，并用 33.98 万元简化选择成本。特斯拉 将 Model Y L 贴着这一价位，把自己的"纯电+续航+品牌"方案强行放进用户的对比清单，确保家庭六座 纯电赛道的入口处必须出现"特斯拉 vs 理想"两张门票。 经观感知 8月19日，特斯拉在华发布 Model Y L，六座、加长轴距、全轮驱动与连续可变阻尼，CLTC 续航 751 公 里，起售价 33.9 万元。官方信息显示，轴距增至 3040 毫米，定位直指家庭六座纯电市场。 两周前，理想汽车将其首款纯电 SUV——理想 i8 的配置与价格改为"标配即顶配"，全国统一售价 33.98 万元，并赠送 1 万元铂金音响，后舱娱乐屏改为 1 万元选装。这一调整把 i8 明确锚定在 30–35 万元的 主流家庭纯电六座价位。 表面上是"撞线"，实质是特斯拉在定价上主动对齐理想 i8。逻辑有三。 其二，借力已完成的市场教育。理想于8月5日的调整，本质是在 33–34 万元区间完成了一次"价值重 申"：家 ...

Group 1 - The core point of the article highlights that on August 18, shareholders of Li Auto (02015) deposited shares into Deutsche Bank, with a market value of HKD 12.311 billion, representing 6.07% of the total [1] - On August 1, Li Auto announced its delivery data for July 2025, reporting the delivery of 30,700 new vehicles, which is a month-on-month decline of 15.3% and a year-on-year decline of 39.7% [1] - For the first seven months of the year, Li Auto's cumulative deliveries reached 235,000 vehicles, reflecting a year-on-year decrease of 2.2% [1]

智通财经APP获悉，香港联交所最新资料显示，8月18日，理想汽车(02015)股东将股票存入德意志银 行，存仓市值123.11亿港元，占比6.07%。 8月1日，理想汽车公布2025年7月交付数据。2025年7月，理想汽车交付新车3.07万辆，环比下滑 15.3%，同比下滑39.7%。前7个月，理想累计交付23.5万辆，同比下滑2.2%。 ...

随着理想 i8 的到来，理想汽车进入了新一轮全面调整期。 一方面，从消费者的视角来看，理想 i8 在发布后的第七天，进行了快速的产品价格调整，此前的 Pro/Max/Ultra 版本统一调整为 33.98 万元的标准版，后 排娱乐屏套装以 1 万元的价格选装。 在这次变革调整中，理想汽车对零售板块进行了大刀阔斧的调整，原有的 26 个战区合并成东、西、南、北、中五大战区，而各个战区则对各自的销量、 利润和 NPS（净推荐值）负责。 另一方面，在消费者感知不强的地方，理想汽车自身也在多个企业的维度进行着快速调整，包括供应、生产、销售等多个方面以及其所相应的人事、组织 和部门。 其中，理想汽车最近的一次调整，涉及到销售端。 就在 8 月 14 日，据多家媒体报道，理想汽车在内部会议中宣布调整销售和服务体系，此前在 3 月份设置的「五大战区」被撤销，而是由总部直接管理全 国 23 个区。 另外，原有五大战区的中区负责人韩希担任理想销售业务负责人，向理想汽车总裁马东辉汇报。 如果从近年来的情况来看，理想汽车在销售层面的新一轮调整，当然不是孤立行为——某种程度上，它是理想汽车在进一步走向纯电战场过程中的必要之 举，也是 ...

Key Points - The top three stocks with net inflows from southbound funds are China Life (02628) with 1.58 billion, Southern Hang Seng Technology (03033) with 768 million, and Alibaba-W (09988) with 452 million [1][2] - The top three stocks with net outflows are Tencent Holdings (00700) with -1.20 billion, Anta Sports (02020) with -697 million, and Rongchang Biopharmaceutical (09995) with -584 million [1][2] - In terms of net inflow ratio, Datang Renewable (01798) leads with 74.45%, followed by Shenzhen Expressway (00548) with 50.53%, and Bosideng (03998) with 50.23% [1][3] - The top three stocks with the highest net outflow ratios are Chongqing Rural Commercial Bank (03618) at -58.46%, Kington Services (09666) at -54.34%, and Poly Property Group (00119) at -51.88% [1][3] Net Inflow Rankings - The top ten stocks by net inflow include: - China Life (02628): 1.58 billion, 34.91% increase, closing price 23.620 (+3.60%) [2] - Southern Hang Seng Technology (03033): 768 million, 14.65% increase, closing price 5.475 (-0.90%) [2] - Alibaba-W (09988): 452 million, 4.38% increase, closing price 121.800 (-1.54%) [2] - Other notable stocks include Li Auto-W (02015) with 349 million and AIA Group (01299) with 317 million [2] Net Outflow Rankings - The top ten stocks by net outflow include: - Tencent Holdings (00700): -1.20 billion, -5.56% decrease, closing price 590.000 (+0.68%) [2] - Anta Sports (02020): -697 million, -40.49% decrease, closing price 92.450 (+2.72%) [2] - Rongchang Biopharmaceutical (09995): -584 million, -33.65% decrease, closing price 77.450 (+13.65%) [2] - Other notable stocks include Meituan-W (03690) with -387 million and China Construction Bank (00939) with -366 million [2] Net Inflow Ratio Rankings - The top stocks by net inflow ratio include: - Datang Renewable (01798): 74.45%, net inflow of 14.5175 million, closing price 2.360 (+0.85%) [3] - Shenzhen Expressway (00548): 50.53%, net inflow of 8.719 million, closing price 7.020 (0.00%) [3] - Bosideng (03998): 50.23%, net inflow of 6.728 million, closing price 4.630 (+0.65%) [3]

. 2025年8月 LT 三月 / V 今日有1146亿元7天期逆回购到期 2 国新办8月19日举行新闻发布会，介绍 时期体育强国建设成就 (3)第二十四届全国植物基因组学大会将: 至22日在西藏自治区林芝市召开 4 美国7月新屋开工数据将公布 1 隔夜市场 美股三大指数几乎平收，纳指涨0.03%，标普500指数跌0.01%，道指跌0.08%；大型科技股涨跌不一，英特尔跌超3%，结束此前连续六个交易日上涨的趋 势；Meta跌逾2%，苹果、微软、谷歌小幅下跌；特斯拉涨超1%，奈飞、英伟达、亚马逊小幅上涨。中概股多数上涨，纳斯达克中国金龙指数涨0.12%，迅 雷涨超37%，知乎、爱奇艺涨超17%，金山云涨逾5%，微博涨超3%。 国际贵金属期货收盘涨跌不一，COMEX黄金期货跌0.14%，报3378.00美元/盎司；COMEX白银期货涨0.24%，报38.07美元/盎司。 国际油价走高，美油主力合约涨0.97%，报62.58美元/桶；布伦特原油主力合约涨0.97%，报66.49美元/桶。 欧洲三大股指收盘涨跌不一，德国DAX指数跌0.18%报24314.77点，法国CAC40指数跌0.5%报7884.05点，英国富 ...