理想汽车：家庭六座纯电SUV理想i8将于7月上市 金十数据7月1日讯，理想汽车(LI.O)公布2025年6月交付数据。截至2025年6月30日，理想汽车历史累计 交付量为1,337,810辆。下半年高压纯电产品将加速发力，家庭六座纯电SUV理想i8将于7月上市，这是 我们为用户打造的'全新移动的家'，家庭五座纯电SUV理想i6将于9月上市，届时我们将实现4款增程电 动SUV+1款旗舰MPV+2款高压纯电SUV的产品布局。 ...

理想汽车在2025年6月交付了36,279辆汽车；第二季度交付总量为111,074辆。 ...

理想汽车(02015.HK)：7月定购理想L6，首付6.98万元，日供99元，5年利息全免。 *2025年7月1日起至2025年7月31日24:00定购的用户可享受以上权益。 *仅理想L6车型的0息金融方案可贷款期限至高5年期,首付金额因车辆型号、资信状况等因素 将有所变化,最终适用于您的金融购车方案( 贷款额度、贷款利率、还款期数、放款时间等 ) 以金融机构实际审批结果及签署协议为准。 *日供以理想L6Pro / Max车型、首付6.98万元、贷款期限为5年的0息金融方案为例试算，最高 利息节省在前述试算基础上按2.5%年化费率(1-5年期按单利折算近似年化利率 4.58%-4.76%)参照比较后计算得出。 *具体支持的金融机构及更多金融政策可咨询您身边的产品专家或登录理想汽车官网 / App / 小程序查看。 | 全国统一零售价 最低首付 日供 最高利息节省 | | --- | | 理想L6 Pro 24.98万元 6.98万元 99元 2.25万元 | | 理想L6 Max 27.98万元 6.98万元 116元 22.63万元 | ...

BEIJING, China, July 01, 2025 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI; HKEX: 2015), a leader in China’s new energy vehicle market, today announced that it delivered 36,279 vehicles in June 2025. This brought the Company’s second-quarter deliveries to 111,074. As of June 30, 2025, Li Auto’s cumulative deliveries reached 1,337,810. Celebrating its 10th founding anniversary, Li Auto maintained its position as China’s best-selling domestic automotive brand in the RMB200,000 and ...

Core Viewpoint - The article highlights Li Auto's decision to equip all models with ATL all-weather LiDAR, positioning safety as a top priority in the competitive landscape of the electric vehicle industry [1][3][15] Group 1: Safety Standards and Philosophy - Li Auto redefines intelligent safety standards by making safety a fundamental criterion for brand choice, emphasizing proactive safety over traditional passive safety measures [3][9] - The company believes that safety should not be compromised, viewing LiDAR as an essential safety feature rather than an optional add-on [8][15] Group 2: LiDAR Implementation and Benefits - Li Auto's AD Pro platform, equipped with LiDAR, is projected to reduce accident rates by 20%-30%, demonstrating significant user value that outweighs the cost of LiDAR [4][6] - The ATL all-weather LiDAR enhances night-time safety, providing a detection range of 200 meters compared to 100 meters for cameras, which is crucial for navigating unique Chinese road conditions [4][6] Group 3: Competitive Landscape and Technology Choices - While Tesla focuses on a vision-based approach for autonomous driving, many automakers, including Li Auto, are adopting multi-sensor fusion strategies, with LiDAR being a key component for enhanced safety [5][6] - Li Auto's decision to standardize LiDAR across all models reflects a shift in the industry towards prioritizing safety as a competitive advantage, moving from functionality to life value competition [8][15] Group 4: User-Centric Safety Features - Li Auto's proactive safety features, including full-speed AEB and automatic emergency avoidance, are developed based on real user feedback, aiming to prevent potential accidents [9][11] - The company has created a high-frequency risk scenario database to inform its safety technology, which has reportedly prevented over 7.3 million potential accidents [9][11] Group 5: Future Developments and Innovations - Li Auto plans to introduce advanced features like "120 km/h full black night AEB stop" in 2024, relying on LiDAR for high-precision sensing, which is expected to further reduce accident rates [8][15] - The ATL LiDAR's advanced capabilities, including improved detection sensitivity and reduced size, represent a significant technological advancement for Li Auto's safety systems [12][15]

| | 156.44 | | 13.74 | | --- | --- | --- | --- | | 长安汽车 | 155.35 | + -0.37 | 1.78 | | 雷诺 | 133.12 | + -3.26 | 46.11 | | 斯巴鲁 | 125.4 | + -2.49 | 17.15 | | JAC 江淮汽车 | 125.38 | + +3.08 | 5.74 | | 和泰汽车 | 111.36 | + +3.99 | 19.99 | | 广汽集团 | 106.11 | + -0.57 | 1.04 | | 五十铃 | 90.39 | + -0.24 | 12.7 | | VinFast Auto | 84.08 | -0.47 | 3.57 | | 日产 | 83.21 | -1.85 | 2.38 | | Leapmotor 81.35 ID | | + -1.71 | 6.97 | | FCJ 福特奥托生 | 78.68 | 1 +4.5 | 2.24 | | 蔚来汽车 | 75.59 | + -0.66 | 3.43 | | 121 路西德汽车 | 65.12 | + -0.31 | J ...

小米汽车：截至6月30日全国已有163家服务网点，覆盖全国93城 6月30日晚间，比亚迪集团方程豹事业部总经理熊甜波在微博发文透露豹8第四次OTA升级进展。"车辆 OTA涉及行车安全，必须经过多轮安全测试，且涉及辅助驾驶相关功能还需工信部备案及审批流 程。"她表示，"今日下午终于正式取得工信部备案审批，并于今晚22点开启了正式推送，我们预计将在 7月2日前分批完成全量推送。"本次OTA升级带来三大核心功能：车位到车位领航辅助、云辇路面预 瞄、哨兵模式等。 恒大汽车：无法确定2024年业绩刊发日期，股票继续停牌 6月30日，小米汽车公布开店最新进展：6月新增37家门店，全国92城已有335家门店；7月计划新增18家 门店，预计覆盖菏泽、阜阳等5座城市；截至6月30日，全国已有163家服务网点，覆盖全国93城。 小米汽车：1000万Clips版本辅助驾驶功能估计7月下旬面向SU7部分车型推送 6月30日晚间，小米汽车在最新一期答网友问中表示，小米SU7 Pro、Max和小米SU7 Ultra估计会在7月 下旬开始推送1000万Clips版本的辅助驾驶功能。 何小鹏回应车企支付账期不超60天：企业应有社会责任感，下 ...

| 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 长城汽车-R(82333) | 3.33 万元 | 100.00% | 19.64% | | 京东健康-R(86618) | 24.84 万元 | 100.00% | 48.31% | | 比亚迪股份-R(81211) | 281.93 万元 | 86.11% | 28.34% | | 中银香港-R(82388) | 160.66 万元 | 81.74% | 23.52% | | 百度集团-SWR(89888) | 10.69 万元 | 79.97% | 19.49% | | 腾讯控股-R(80700) | 46.09 万元 | 76.92% | 29.48% | | 吉利汽车-R(80175) | 43.81 万元 | 71.31% | 30.55% | | 商汤-WR(80020) | 38.00 万元 | 64.77% | -0.24% | | 阿里巴巴-SWR(89988) | 778.89 万元 | 59.29% | 10.16% | | 顺丰控股(N23067) | 9273.04 ...

Investment Rating - The report maintains a "Positive" investment rating for the automotive industry [4]. Core Insights - The automotive industry is experiencing a transformation driven by new consumer demands, particularly from Generation Z, who prioritize personalized and emotional value in their purchases. This shift is supported by advancements in electric and intelligent vehicle technologies, leading to a resonance between supply and demand [9][31]. Summary by Sections Traditional Automotive Model Limitations - The traditional automotive model is limited by a singular focus on hardware performance, which restricts emotional value creation. In the era of fuel vehicles, competition was primarily based on engine and performance metrics, leading to minimal differentiation among brands. The shift to intelligent electric vehicles emphasizes emotional interaction, as seen with brands like NIO, which enhances user connection through features like the "NOMI" emotional companion [14][19]. New Consumer Trends and Generation Z - Generation Z is becoming a significant force in the automotive market, expected to account for over 20% of sales by 2025. Their preferences are shifting from traditional needs (economy, appearance, practicality) to new demands focused on intelligence, fashion, and individuality [33]. The concept of "self-pleasing" consumption is gaining traction, where consumers prioritize emotional value and personal experience over mere functionality [37]. Industry Transformation - The automotive industry is transitioning from hardware manufacturers to technology and service providers. Direct sales models are replacing traditional dealership systems, exemplified by Tesla's approach, which enhances user experience and reduces costs by eliminating intermediaries [67]. The revenue structure is also evolving, with software and service income becoming increasingly important, as demonstrated by Tesla's growing software revenue streams [71]. Investment Recommendations - The report suggests focusing on three main investment themes: 1. Core components driven by intelligence and electrification, recommending companies like Bertel [97]. 2. Innovative companies focused on user operations and service value, highlighting Li Auto and Xpeng [97]. 3. Comprehensive companies that integrate scene fusion and ecological collaboration, recommending Xiaomi Group and Seres [97].

热门中概股里，小马智行初步收跌3.2%，文远知行、理想、京东、小鹏、腾讯至少跌约1%，网易和小 米则至多涨约2%。 纳斯达克金龙中国指数初步收跌0.4%，6月份累涨约4.4%。 ...