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） 承董事會命 理想汽車 董事長 李想 香港，2025年10月1日 截至2025年9月30日，理想汽車在全國已有542家零售中心，覆蓋157個城市；售 後維修中心及授權鈑噴中心546家，覆蓋225個城市。理想汽車在全國已投入使用 3,420座理想超充站，擁有18,897個充電樁。 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、舒適的產品與服務。 在中國，理想汽車是成功將增程式電動車商業化的先驅，並在堅持此技術路線的 同時打造純電動平台。本公司運用科技為用戶創造價值，自主研發工作主要集中 在其特有的增程系統，創新的電動汽車技術以及智能汽 ...

Core Viewpoint - The demand for large six-seat SUVs in the Chinese market is significantly driven by multi-child families and urban immigrants, leading to a rapid increase in product offerings and market growth [4][12][13]. Group 1: Market Dynamics - The launch of multiple large six-seat SUVs, including the Tengshi N9 and Galaxy M9, indicates a booming market with significant consumer interest, as evidenced by pre-order numbers exceeding 23,000 within 24 hours for Galaxy M9 [5][12]. - The market for large six-seat SUVs is projected to grow from approximately 300,000 units in 2023 to over 1 million units by 2027, highlighting a strong upward trend [13][14]. Group 2: Consumer Segmentation - The demand for large six-seat SUVs can be categorized based on life stages, with significant needs arising from families with multiple children and three-generation households [6][9]. - Urban immigrants, often with multi-child families, are increasingly opting for large six-seat SUVs due to their practicality for family travel and commuting needs [12][13]. Group 3: Product Offerings and Trends - The large six-seat SUV market is characterized by three energy types: pure electric, range-extended, and plug-in hybrid, with range-extended vehicles currently dominating sales [15][18]. - The range-extended SUV segment has seen substantial sales, with models like the Ideal L9 and Wanjie M9 leading the market, indicating a preference for vehicles that alleviate range anxiety while providing a family-friendly experience [18][19]. Group 4: Competitive Landscape - The competitive landscape is intensifying, with various brands entering the market, including new entrants like Xiaomi and Xiaopeng, which are expected to introduce innovative products [29][30]. - The market is becoming increasingly competitive, with companies racing to capture market share before segments become saturated, particularly in the mid-range and luxury categories [30].

Core Viewpoint - The article discusses the emergence of a new market structure in the Chinese electric vehicle (EV) sector, highlighting the shift from the previously dominant "Wei Xiaoli" (Weilai, Xiaopeng, Li Auto) to a new group termed "BIG 6+1," which includes Tesla, Li Auto, Hongmeng Zhixing, Xiaomi, Xiaopeng, NIO, and Zero Run. This shift indicates a significant change in market dynamics as these companies collectively approach or surpass the sales of leading brand BYD, marking the beginning of a new competitive phase in the EV market [4][18]. Market Dynamics - By August 2025, the total insurance registrations of the seven new force car companies approached or briefly exceeded that of BYD, indicating a potential shift in market leadership [4][6]. - The "BIG 6+1" collectively accounted for a market share of approximately 15.25% in August 2025, with BYD holding a share of 13.97% [17]. Definition of New Forces - The term "new forces" in the automotive industry lacks a precise definition, but a simple distinction can be made based on whether a company has the qualification to produce fuel vehicles. Companies without this qualification can only produce pure electric or extended-range products [5][6]. Sales Rankings - In the August 2025 sales rankings, the top seven new force companies were Tesla (57,152 units, 2.81%), Zero Run (51,162 units, 2.52%), Hongmeng Zhixing (40,012 units, 1.97%), Xiaomi (36,396 units, 1.79%), Xiaopeng (34,691 units, 1.71%), NIO (16,434 units, 0.81%), and Li Auto (28,529 units, 1.40%) [6][7]. Product Offerings - The "BIG 6+1" companies have a limited number of main models, with most brands offering around seven models. Tesla, while having many variants, primarily sells three main models [9][8]. - The average selling prices of the brands vary, with Tesla at 29.67 million yuan, Li Auto at 34.90 million yuan, and Zero Run at 12.98 million yuan, indicating a diverse pricing strategy among the new forces [13][15]. Distribution Channels - The distribution network of "BIG 6+1" varies, with Zero Run and Hongmeng Zhixing having the most stores (around 942 and approximately 1,000 respectively), while Tesla and Xiaomi have around 300-400 stores [11][12]. Future Outlook - The article predicts that as the "BIG 6+1" solidifies its market position, it will significantly impact the overall EV market, potentially leading to a new phase of competition and market consolidation [18].

每经编辑｜毕陆名 10月1日，小米汽车等造车新势力相继发布9月份的交付数据。 小米汽车9月交付量超过40000台。 理想汽车公布9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211辆。截至2025年9月30日， 理想汽车历史累计交付量为1,431,021辆。 小鹏汽车公布最新交付成绩：2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历 史新高。2025年1~9月，小鹏汽车累计交付新车313,196台，同比增长218%。 零跑汽车9月全系交付再创新高，达66657台，同比增长超97%，月销量首次突破6万台。 蔚来汽车9月交付34,749辆汽车，同比增长64.1%。在截至2025年9月的三个月内，蔚来共交付了87,071辆汽车，同比增长40.8%。截至2025 年9月30日，累计交付量已达到872,785辆。 一汽丰田公布9月销售业绩：9月销售新车71031辆；1~9月累计销售新车587011辆，同比增长9.3%。 每日经济新闻综合公开信息 封面图片来源：视觉中国 ...

极氪汽车：9月交付51159辆汽车，同比增长8.5%； 零跑汽车：9月全系交付达66657台，同比增长超97%； 智己汽车：9月销量11107台； 岚图汽车：9月交付15224辆，1—9月累计同比增长85%。 (本文来自第一财经) 蔚来公司：9月交付新车34749台，同比增长64%； 理想汽车：9月交付新车33951辆； 小鹏汽车：9月共交付新车41581台，同比增长95%； 小米汽车：9月交付量超过40000台； ...

Core Viewpoint - The launch of the Li Auto i6 is seen as a timely solution for the company to address current market pressures and competition, particularly in the electric vehicle segment [1][17]. Group 1: Brand Strategy and Marketing - Li Auto's founder, Li Xiang, initially stated that the company would not use celebrity endorsements, emphasizing that car owners are the best brand ambassadors [1]. - However, at the i6 launch event, Li Auto announced its first brand ambassador, celebrity Yi Yangqianxi, who appeals strongly to Generation Z [3]. - The marketing strategy has shifted to target younger consumers, moving away from the previous focus on family-oriented vehicles [5][6]. Group 2: Product Features and Design - The i6 is priced starting at 249,800 RMB (approximately 24.98 million RMB), making it competitive against similar models like the Xiaomi YU7 [6]. - The design of the i6 emphasizes aerodynamics and spaciousness, featuring a rounded front and sloping rear, which distinguishes it from traditional SUVs [8][10]. - The interior includes advanced features such as dual screens in the front, a 21.4-inch entertainment screen in the rear, and a "single bed mode" for added comfort [12][14]. Group 3: Market Position and Sales Expectations - Li Auto's i6 is positioned to attract young consumers who prioritize comfort and outdoor activities rather than extreme performance [16]. - The company anticipates a significant demand for the i6, with over 20,000 pre-orders on the launch day, and expects monthly sales of 9,000 to 10,000 units [17][19]. - Despite the competitive pricing and features, Li Xiang noted that the i6 has the lowest profit margin in the company's history, indicating a strategic shift towards electric vehicles to alleviate pressure from its range-extended models [24].

新京报贝壳财经讯 10月1日，理想汽车公布2025年9月交付数据。2025年9月，理想汽车交付新车33951 辆。2025年第三季度，理想汽车交付93211辆。截至2025年9月30日，理想汽车历史累计交付量为 1431021辆。 编辑 王琳琳 截至2025年9月30日，理想汽车在全国已有542家零售中心，覆盖157个城市；售后维修中心及授权钣喷 中心546家，覆盖225个城市。理想汽车在全国已投入使用3420座理想超充站，拥有18897个充电桩。 ...

智通财经APP获悉，10月1日，理想汽车(02015)公布2025年9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211 辆。截至2025年9月30日，理想汽车历史累计交付量为1,431,021辆。 the state the state the state the state of the e and the state and and ...

每经AI快讯，10月1日，据理想汽车官微，理想汽车9月交付33951辆汽车，第三季度累计交付93211 辆。 ...

Core Insights - In September 2025, Li Auto delivered 33,951 new vehicles [1] - In the third quarter of 2025, Li Auto's total vehicle deliveries reached 93,211 [1] - As of September 30, 2025, Li Auto has established 542 retail centers across 157 cities in China [1] - The company has deployed 3,420 Li Supercharging stations, with a total of 18,897 charging piles in operation [1]