Company Overview - Klépierre is the European leader in shopping malls, focusing exclusively on continental Europe [3] - The company's portfolio is valued at €20.6 billion as of June 30, 2025, comprising large shopping centers in over 10 countries [3] - Klépierre hosts more than 700 million visitors annually [3] - The company is a French REIT (SIIC) listed on Euronext Paris and included in the CAC Next 20 and EPRA Euro Zone Indexes [3] Voting Rights Information - As of July 31, 2025, Klépierre has a total of 286,861,172 shares [2] - The number of theoretical voting rights is 286,861,172, while the number of exercisable voting rights is 286,357,017 [2][4][5] - Klépierre owns 504,155 of its own shares, which are deprived of voting rights [4]

Core Viewpoint - The recent controversy surrounding the crash test of Li Auto's i8 has concluded with a joint statement of apology from Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor, but the i8's sales have not seen a corresponding increase despite heightened attention [1][4][10]. Group 1: Incident Overview - A crash test video showcasing the i8's performance against a heavy truck went viral, leading to significant public discourse and controversy, particularly involving the truck brand, Chenglong [4][8]. - Following the backlash, Li Auto adjusted the pricing and configuration of the i8, indicating a response to poor sales performance shortly after its launch [5][10]. Group 2: Sales Performance - The i8, launched at prices ranging from 321,800 to 369,800 yuan, has not achieved expected sales, with reports suggesting only around 6,000 orders [10][20]. - In contrast, the competitor Leidao L90, which launched shortly after the i8, reported 1,976 units delivered within three days, highlighting the competitive pressure faced by Li Auto [10][20]. Group 3: Market Position and Challenges - Li Auto's stock price has struggled since reaching a peak of over 180 HKD per share in March 2022, coinciding with its entry into the pure electric vehicle market [14][18]. - The company has faced declining delivery numbers, with June and July 2023 showing year-on-year drops of approximately 24% and 39.8%, respectively [20][24]. - Li Auto has revised its annual sales target from 700,000 to 640,000 units, with a completion rate of about 36.7% by July [24][25]. Group 4: Future Outlook - The company aims to increase its pure electric vehicle sales target from approximately 50,000 to 120,000 units, despite the competitive landscape becoming increasingly challenging [25][26]. - Li Auto plans to launch the i6, a new five-seat pure electric SUV, in September 2023, which will face competition from other brands in the same price range [26][27].

Domestic News - Xiaopeng Motors shifts its design philosophy to prioritize aesthetics, committing an annual investment of 2 billion yuan to enhance vehicle design [6] - NIO has launched 11 battery swap stations along the G318 Sichuan-Tibet line, with plans to establish a total of 15 stations [7] - Leap Motor has deepened its battery collaboration with CATL, supplying self-developed battery packs to over five new energy commercial vehicle clients [8] - Li Auto has opened 67 new supercharging stations across various provinces in China during the last week of July 2025 [9] - WeRide has increased its registered capital from 3 billion to 3.5 billion yuan, marking a 17% growth [10] - Huawei has published a patent for a vehicle platooning method aimed at enhancing the safety of intelligent driving [11] - Cao Cao Mobility is exploring the tokenization of real-world assets and stablecoin payments in collaboration with a licensed financial institution [12] - FAW Hongqi plans to launch its first flying car product by 2029, with a goal for commercial passenger flight by 2035 [13][14] International News - The UK automotive market saw a 5% year-on-year decline in new car registrations in July, although plug-in hybrid and electric vehicle registrations increased by 33% and 9.1%, respectively [14] - General Motors and Hyundai are collaborating to develop five new models targeting the Central and South American markets, with an expected annual sales of over 800,000 units [15] - Faurecia and EVE Energy have achieved the global mass production of a 12V lithium battery management system, set to launch in European luxury passenger vehicles [16] - BMW is set to globally debut its new generation model, the BMW iX3, at the 2025 Munich Auto Show [18] Commercial Vehicles - GAC's self-developed heavy-duty truck battery has successfully passed the stringent new national standard certification for electric vehicle batteries [19] - Remote's "Alcohol-Hydrogen + Electric" series solutions for new energy heavy-duty trucks were unveiled, promoting full-scenario applications in the industry [20] - Xiamen Golden Dragon's overseas bus sales reached nearly 6,000 units in the first half of 2025, marking a 60% increase year-on-year [21] - Suzhou Golden Dragon has delivered its L4 level autonomous driving bus for testing in Hangzhou, showcasing advancements in intelligent transportation [22]

Core Insights - Li Auto launched the Li Xiang i8, a significant model aimed at breaking into the pure electric vehicle market, with three versions priced between 321,800 to 369,800 yuan [1] - Following customer feedback, the company unified the configuration and pricing of the i8, reducing the price of the Max version from 349,800 to 339,800 yuan and adding complimentary features [1][3] - The rapid response to consumer feedback demonstrates the company's agility and commitment to customer satisfaction, a hallmark of its internet-driven approach [3][5] Pricing and Configuration Changes - The i8's pricing structure was simplified, with the Max version now serving as the standard configuration, and additional features like a platinum sound system and rear entertainment screen offered as optional upgrades [1][3] - Customers who previously chose higher-priced versions can now access similar configurations at lower prices, enhancing perceived value [1][3] Market Position and Strategy - Li Auto's strategy reflects a shift towards a simplified product offering, reminiscent of its earlier success with the Li ONE, which focused on a single model and price point [5] - The company has achieved a market share of 16.79% in the 300,000 to 400,000 yuan SUV segment, indicating a strong position in a competitive market [6] - The mid-to-large pure electric SUV market shows significant growth potential, with current sales in this segment accounting for approximately 8% of the overall new energy vehicle market [6] Consumer Engagement and Feedback - The company actively engages with consumers, incorporating their feedback into product development and marketing strategies, which has proven effective in addressing market demands [2][5] - The i8's launch and subsequent adjustments highlight the importance of consumer preferences in shaping product offerings, particularly in a rapidly evolving automotive landscape [2][5]

近期，"理想汽车乱停车""理想车主素质低"等负面新闻在网络流传，理想车主一时间遭遇"全网黑"。8月7日，理想汽车法务部发布声明 称，近期公司收到多位车主举报，反映各网络平台集中出现大量针对理想车主负面评价的误导性信息，极大损害理想用户形象，公司 正固定相关证据，采取法律手段进行追责。 此次事件，揭开了汽车行业不正当竞争的隐秘一角。不正当的商业竞争已影响到普通用户，有理想车主向该品牌客服反映，自己的车 被无缘无故扔垃圾，怀疑与近期理想车主被"全网黑"有关。理想汽车方面表示，将坚定站在每一位车主背后，并警告背后黑手，公司 正在固定相关证据，将坚决通过平台投诉、发起民事诉讼、刑事报案等一切法律途径追究其法律责任，维护广大用户和公司合法权 益。 来源：北京日报客户端 记者：赵语涵 如遇作品内容、版权等问题，请在相关文章刊发之日起30日内与本网联系。版权侵权联系电话：010-85202353 理想法务部声明。来源：理想汽车 针对近期网络上出现的对于理想车主的一系列负面信息，理想汽车法务部发文称，经我司核查，此类负面信息24小时不间断在多平台 密集发布，具有多频次、内容高度同质化等特征，涉嫌有组织的违法犯罪。以8月3日为 ...

Core Viewpoint - The company is facing organized negative attacks against its vehicle owners, which are perceived as misleading and damaging to the brand's reputation [1][5][8]. Group 1: Negative Information and Response - Multiple vehicle owners reported a surge of misleading negative comments about the company on various online platforms, leading to a sense of insecurity among them [1][5]. - The company's legal department is collecting evidence and intends to pursue all legal avenues, including complaints to platforms, civil lawsuits, and criminal reports, to protect the rights of its users and the company [2][5]. - A significant amount of negative content was identified, with 45 similar videos posted on one platform within a short time frame, indicating a coordinated effort to discredit the company [5][6]. Group 2: Nature of the Attacks - The negative comments include accusations of improper parking and other uncivil behaviors, which the vehicle owners believe are part of an organized smear campaign [5][8]. - Reports indicate that individuals are being paid to collect and disseminate negative information about the company's vehicle owners, with specific rates for photos and comments [8]. Group 3: Industry Reactions - A senior executive from a competing company expressed disapproval of the indiscriminate negative labeling of the company's vehicle owners, advocating for a more respectful discourse within the industry [9][11].

Core Viewpoint - Li Auto is facing a wave of negative and misleading information targeting its car owners, prompting the company's legal department to take action to protect its users and brand reputation [2][5][9]. Group 1: Company Response - Li Auto's legal department has received multiple reports from car owners about a surge of negative comments on various online platforms, which they believe are part of an organized attack [2][5]. - The company is gathering evidence and plans to pursue legal actions, including platform complaints, civil lawsuits, and criminal reports, to hold responsible parties accountable [5][9]. - A significant amount of negative content was identified, with 45 similar videos posted on a single platform within a short time frame on August 3, indicating a coordinated effort [6][9]. Group 2: Nature of the Attack - The negative information is characterized by high frequency and content similarity, suggesting organized illegal activities against Li Auto and its users [6][9]. - Evidence of a paid scheme to discredit Li Auto was revealed, where individuals were incentivized to document and report on the alleged misconduct of Li Auto car owners, including improper parking and driving behaviors [12][9]. Group 3: Industry Reaction - NIO's assistant vice president expressed strong disapproval of the indiscriminate targeting of Li Auto car owners, advocating for a legal resolution to the issue [13].

【导读】车主反馈被抹黑担心安全，理想汽车法务部称采取法律措施 中国基金报记者 邱德坤 理想汽车法务部表示，公司正在固定相关证据，将坚决通过平台投诉、发起民事诉讼、刑事报案等一切法律途径，追究其法律责任，维护 广大用户和公司的合法权益。 " 我们现在出门都感觉提心吊胆的，你们现在有什么措施吗？ "8 月 7 日，理想汽车法务部发布微博称，公司近日收到多位车主举报，反 映在各网络平台集中出现大量针对理想汽车车主负面评价的误导性信息。 上述理想汽车车主称： " 我的车无缘无故被扔垃圾！现在网上铺天盖地的骂理想（汽车）！很多车主都受牵连。 " 来源：理想汽车 | | | | 있 | 发布时间 | - GMT | | 图片 二 | | --- | --- | --- | --- | --- | --- | --- | --- | | 17:11 | | .Ill 5G L | 以剧具文注意,是想车主,没有原外,一律恐 | 2025-08-03 00:05 | https://www. | tian.com/1753401 | | | | | | 以明真没注意,猛想年主,没有意外,一律乱 | 2025-08-03 00: ...

Group 1: Market Overview - The Hong Kong stock market indices collectively rose on August 7, with mixed performance among tech stocks, while Apple-related stocks led the gains [1] - The new Xpeng P7 was officially launched and opened for pre-orders across 228 cities in China [1] Group 2: Automotive Industry Insights - According to the China Passenger Car Association, July showed clear signs of a seasonal slowdown, influenced by previous sales surges and temporary subsidy interruptions [2] - Central government allocated an additional 68 billion yuan in subsidies, expected to boost market recovery towards the end of August [2] - Investment strategies favor companies with strong sales growth and positive mid-year report expectations, including Geely, Xpeng, and Li Auto [2] Group 3: ETF and Index Analysis - The Hong Kong Stock Connect Automotive ETF (159323) focuses on the Hong Kong passenger vehicle sector, featuring a higher concentration of new energy vehicle manufacturers compared to A-shares [3] - As of August 6, the index's price-to-earnings ratio (TTM) was 20.04, significantly lower than various A-share automotive indices, indicating potential valuation attractiveness [3]

本文字数：511，阅读时长大约1分钟 理想方面表示，经公司核查，此类负面信息24小时不间断在多平台密集发布，具有多频次、内容高度同 质化等特征，涉嫌有组织的违法犯罪。以8月3日为例，自0时至早7时，仅1个平台就集中出现45篇以 《以前真没注意，理想车主，没有意外，一律乱停车…》为主题的相同视频。即便是凌晨时段，大量密 集地攻击仍未收手，直到现在，还未停止。这一行为背后的黑力量，在挑战社会的良知和法律的底线。 | 20 | 发布时间 | 幅盤 | -1 | 联系 | | --- | --- | --- | --- | --- | | 以前真没注意,理想车主,没有意外。 一律司 | 2025-08-03 00:05 | https://www | tiao.com/i7534019 | 12 | | 以前高没注意,理想车主,没有意外,一律乱传 | 2025-08-03 00:22 | https://www | tiao.com/i753402 | 2 | | 车停泊,人依旧。以前真没注意,理想车主,法 | 2025-08-03 00:24 | https://www | tiao.com/i753402 | 2 ...