Group 1 - The core viewpoint of the article highlights the advancements in autonomous driving technology by Li Auto, specifically the introduction of VLA, which is expected to significantly enhance the average regulatory mileage (MPI) to 10 million kilometers [2] Group 2 - Li Auto's Vice President, Lang Xianpeng, expressed optimism about the capabilities of VLA, suggesting that the ambitious goals set for the technology will be evaluated in the following year [2]

(编辑：张明艳) 8月29日，成都车展开幕，理想携i8、MEGA及L系列亮相，官宣VLA司机大模型9月10日全量推。该模 型随i8交付后，辅助驾驶使用率升3倍，用户单日最长VLA行驶超770公里；明年MPI将达1000公里，自 研芯片也将搭载旗舰车型交付。理想汽车高级副总裁郎咸朋称，理想新的一套智驾系统VLA能实现平 均接管历程达到1000万公里，靠极强的推理、规划、记忆以及快速迭代能力。 ...

Core Insights - Li Auto delivered 28,529 new vehicles in August 2025, bringing the total cumulative delivery to 1,397,070 vehicles as of August 31, 2025 [1] - The company plans to launch the pure electric SUV, Li Auto i6, in September, with a price range of RMB 250,000 to 300,000 [1] - An OTA 8.0 update in September will fully deploy the VLA driver model to all Li Auto AD Max users, enhancing the Li Auto intelligent assistant [1] Retail and Service Network - As of August 31, 2025, Li Auto has established 543 retail centers across 156 cities [1] - The company operates 536 after-sales service and authorized repair centers, covering 222 cities [1] - Li Auto has deployed 3,190 charging stations nationwide, with a total of 17,597 charging piles [1]

文|《次世代车研所》栏目 张俊 刚刚，理想汽车交出了一份糟糕的8月交付数据。 今年8月，理想汽车交付新车28529辆，对比去年同期的48122辆暴跌40.72%，跌幅创下今年新高。《次 世代车研所》栏目梳理发现，这已经是理想汽车连续三个月销量同比下滑，下滑幅度分别高达24.1%、 39.74%和40.72%。 销量失速，连续暴跌 《次世代车研所》栏目梳理发现，理想汽车今年1月就出现销量同比下滑。从6月起，其月销量开始出 现"崩塌式"下滑，至今已经连续三个月呈现颓势。 实际上，理想汽车的疲态在日前公布的2025年第二季度财报就已经显现。财报显示，其总营收为302亿 元，同比下滑4.5%；净利润为11亿元，同比下滑0.4%；不按美国通用会计准则，调整后的净利润为15 亿元，同比下滑2.3%。 这也是理想汽车近年来首次出现营收和调整净利双双同比下滑。 销量增长乏力，单车均价下滑，理想汽车的营收下降也就难以避免。 自今年7月底理想i8发布后，就陷入了乘龙卡车对撞、高价低配、与蔚来乐道口水战等争议之中，该车 仅一周后就调整了配置和价格。目前来看，理想只能将纯电车型的希望寄托在了即将发布的理想i6身 上。 拆解来看，理想 ...

据第一财经记者统计，这是自2022年10月以来，时隔34个月，蔚来月销首次超过理想。2022年10 月，蔚来销量为10059辆，理想销量为10052辆。 蔚来汽车9月1日晚间公告，公司2025年8月交付31305辆，同比增长55.2%；据理想汽车官博消息， 8月，理想汽车交付新车28529辆。 ...

Group 1 - The core point of the article is that Li Auto has delivered 28,529 new vehicles in August 2025, bringing the total cumulative delivery to 1,397,070 vehicles as of August 31, 2025 [1] - In September, Li Auto plans to launch the pure electric SUV, Li Auto i6, with a price range of RMB 250,000 to RMB 300,000 [1] - The OTA 8.0 version update in September will fully push the VLA driver model to all Li Auto AD Max users, and the Li Auto intelligent assistant will undergo a comprehensive evolution [1] Group 2 - As of August 31, 2025, Li Auto has established 543 retail centers across 156 cities, along with 536 after-sales service and authorized repair centers covering 222 cities [1] - The company has deployed 3,190 Li Auto supercharging stations nationwide, with a total of 17,597 charging piles in operation [1]

Core Viewpoint - NIO announced a delivery of 31,305 vehicles in August 2025, representing a year-on-year increase of 55.2% [1] - Li Auto reported a delivery of 28,529 vehicles in August [1] - This marks the first time in 34 months that NIO's monthly sales have surpassed those of Li Auto since October 2022 [1] Company Performance - NIO's August 2025 delivery figures show a significant increase compared to previous months, indicating a strong recovery and growth trajectory [1] - Li Auto's delivery figures remain robust, but they have been outpaced by NIO for the first time in over two years [1] Historical Context - In October 2022, NIO's sales were 10,059 vehicles, while Li Auto's were slightly higher at 10,052 vehicles, highlighting the competitive landscape between the two companies [1]

Core Viewpoint - Li Auto is set to launch the Li Xiang i6, a versatile product aimed at the price range of 250,000 to 300,000 yuan, with immediate delivery upon launch [1] Group 1 - The Li Xiang i6 is positioned as a comprehensive product within the 250,000 to 300,000 yuan price range [1] - The company emphasizes that the i6 will achieve immediate delivery upon its launch [1]

Core Insights - In August, Li Auto delivered 28,529 new vehicles, bringing the total cumulative deliveries to 1,397,070 vehicles as of August 31, 2025 [2] - The CEO, Li Xiang, announced that the newly launched Li Auto i8 is ramping up production, with expected deliveries of 8,000 to 10,000 units by the end of September [2] - The Li Auto i6, targeting the price range of 250,000 to 300,000 yuan, is set to launch in September with immediate deliveries [2] - The Li Auto VLA driver model completed the push for the i8 in August and will be fully rolled out to all ADMax models in September [2] - The sales momentum for the L series is expected to gradually recover following an organizational upgrade in the sales and service system [2] - In August, the delivery volume of the Li Auto MEGA exceeded 3,000 units, with production capacity expected to surpass 3,500 units in September [2]

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