（文章来源：证券日报） 证券日报网1月20日讯 ，卡倍亿在接受调研者提问时表示，在新能源汽车领域，公司已进入比亚迪、特 斯拉、吉利、蔚来、理想、小鹏、小米等整车厂商的供应链。 ...

想买理想的朋友可以等等看了，近日，理想正式推出7年超低月供购车方案，还针对MEGA、L8两款车 型给出前三年免息福利，这波政策看似门槛降低，实际值不值得冲，得好好扒一扒。 要知道，之前车企分期主流年限也就5年，7年方案算是行业少见的长周期了。理想这波没玩虚的，核心 亮点就是部分车型前三年免息，能大幅降低前期还款压力。这次的7年期限直接拉满，对预算有限但想 一步到位买大车的家庭来说，吸引力确实够强。 不过别光看月供低就上头。长期分期的通病就是总利息更高，哪怕前三年免息，后四年的利息叠加下 来，总支出大概率比5年方案多。而且贷7年享3年0息的方案只有MEGA和i8才能享受，像走量的L6、L7 是不能享受的。 个人觉得，理想这次的动作也算实在了。多少也让那些想买理想汽车用户不再纠结首付和月供压力了， 这个7年分期能把月供压到更低，降低购车门槛。但要知道的是，这波操作是行业内卷的必然结果，就 比如特斯拉、小米都有7年贷款了，理想再不做出动作，就会失去潜在客户。对消费者来说，核心还是 算清总成本，别被低月供迷惑。如果资金周转紧张、想减轻每月负担，这方案值得考虑，毕竟买车不是 只看月供，总支出和自身财务状况才是最重要的。 ...

1月20日，理想汽车推出7年超低月供购车方案，其中理想MEGA、i8两款车型还可享前三年免息。 2026年以来，已有特斯拉、小米、奕派、理想等多家品牌推出了7年低息月供政策，汽车市场或步入"7 年购车"时代。 资讯编辑：王芳琴 021-66896877 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 ...

截至2026年1月，理想大约有1104服务区超充站(不含临近高速站)，到2026年底，理想计划建成1680高速超 充站（可能包含临近高速站），即到2026年底可能还会增加40%左右高速站。 目前理想有6个省级行政区高速服务站破90，分别为重庆(135)、浙江 (121)、江西 (113)、河北 (93)、安徽 (92)、四川 (92)。 有8个省级行政区平均120公里以内单向有一个理想超充站，分别为重庆(33)、天津 (42)、浙江 (46)、江西 (61)、安徽 (65)、河北 (94)、西藏(102)、四川 (112)。 有14个省级行政区服务区站低于15，分别为贵州(14)、山东(12)、 宁夏 (10)、北京(8)、新疆 (8)、云南(8)、 西藏(4)、海南(2)、山西 (2)、上海(1)、内蒙 (0)、青海(0)、黑龙江(0)、辽宁(0)。 | 省级行政区 | 高速公路里程 | 服务区超充站 | 平均公里站数(单向) | | --- | --- | --- | --- | | 重庆 | 4500 | 135 | 33 | | 天津 | 1358 | 32 | 42 | | 浙江 | 2672 | ...

日前，小米汽车也宣布从1月16号开始推出7年低息政策，购买小米YU7首付4.99万元起，月供低至2593 元起。 凤凰网科技讯1月20日，理想汽车官方宣布7年超低月供购车方案来了。据介绍，2026年1月20日起购买 理想汽车，可享7年超低月供购车方案：首付3.25万元起，月供低至2578元。 据介绍，理想MEGA、理想i8车型另有专属7年贷款方案，可享前3年免息，月供低至2857元。 ...

Accessible version Greater China Auto, EV and EV battery (H/A) 2026 China EV & EV Battery Handbook: From Autonomous Driving to AI Industry Overview Policy less supportive; export growth more resilient We expect 2026 to be a challenging year for China's auto industry. We forecast China auto wholesales to decline 1.6% YoY in 2026 (vs. +10% YoY in 2025E), dragged by front- loaded demand in 2025. We also expect 2026 domestic EV sales to grow only 7% YoY due to higher purchase tax (5%) and reduced trade-in subsi ...

Core Viewpoint - The automotive industry is shifting from reliance on NVIDIA's chips to self-developed solutions, as companies like Xiaopeng and NIO are moving towards their own chip development to reduce costs and enhance performance [2][5][20]. Group 1: Market Dynamics - Xiaopeng has released four new models equipped with its self-developed Turing driving chip, marking a complete departure from NVIDIA's chips [2]. - NIO is transitioning to its self-developed Shenqi chip, which is expected to significantly reduce costs compared to purchasing NVIDIA chips [2][8]. - NVIDIA's market share in China's high-end driving chip sector is projected to decline from 39% in 2024 to 25% in 2025, indicating a significant shift in the competitive landscape [2][9]. Group 2: Competitive Landscape - In 2024, NVIDIA's Orin-X chip held a 39.8% market share with 2.1 million units, but competitors like Horizon are gaining ground with lower-cost alternatives [5][6]. - Horizon's J5 chip has secured contracts with over nine automakers, including major brands like BYD and SAIC, highlighting the increasing competition in the market [6][9]. - By 2025, NVIDIA's partnerships with major clients like NIO and Xiaopeng have diminished, indicating a loss of influence in the market [6][8]. Group 3: Financial Performance - In the first three quarters of fiscal year 2025, NVIDIA reported $147.8 billion in total revenue, with only $1.7 billion (approximately 1%) coming from automotive business, underscoring the limited impact of automotive sales on overall performance [14][16]. - The automotive segment's revenue is significantly overshadowed by NVIDIA's data center business, which accounts for nearly 90% of its income [14][16]. Group 4: Future Outlook - NVIDIA is attempting to pivot from being a chip supplier to a comprehensive smart driving solution provider, but this transition faces challenges as competitors strengthen their positions [20]. - The launch of NVIDIA's open-source VLA model, aimed at assisting automakers lacking full-stack development capabilities, reflects its strategy to maintain relevance in the evolving market [20][21]. - However, the practical utility of the VLA model has been questioned, indicating potential hurdles in its adoption and effectiveness [21].

（文章来源：证券日报） 本报讯天眼查工商信息显示，近日，江苏理想驱动技术有限公司发生工商变更，注册资本由1.8亿元增 至3亿元。股东信息显示，该公司由理想汽车旗下江苏理想汽车智能科技有限公司全资持股。 ...

2026年1月18日Koji杨远骋发布与范皓宇1h18min对话。 Livis眼镜轻续航长响应速度快，三天卖完一个半月产能，12%非理想车主。 北极星指标单次佩戴时长和智能语音交互次数(现在平均每天40多轮)。 对初期服务体验致歉，后续接着努力。 2024年年初开始思考和准备眼镜，2025年开始做。 和其他家不同，理想采用了单MCU架构，也是全球唯一的双RTOS纯嵌入式架构， 放弃标准高通AR1 平台(加上会同时影响重量与续航)。与恒玄深度合作，基于手表芯片2800联合开发专属主线系统。引 入研极微监控级ISP芯片，定制RTOS解决启动速度，实现高画质低功耗。 MindGPT-4o试试对话能力是理想AI眼镜的拐点之一，此前没预料到在车里很多用户会进行很长期的 对话。 为了减重， 做透明胶水， 5个麦克风减为4个麦克风(减重0.2几克，同时还得实现空间音频)。 压缩版： 做眼镜的原因只有一句话， 做了一个还不错的智能体验在车里边。但是离开车以后的话，瞬间就没 有了，为什么不把它带出来？拍拍灯考虑过把语音放进去，因资源有限先不放了。 认为屏显还不太ready，当高可用时，一定会launch到产品里。 接下来一个很 ...

Group 1: Company Developments - Li Auto's subsidiary Jiangsu Li Auto Drive Technology Co., Ltd. increased its registered capital from 180 million RMB to 300 million RMB, a growth of approximately 67% [1] - Ningde Times established a new company, Ma'anshan Run'an New Energy Co., Ltd., with a registered capital of 4.55 million RMB, focusing on emerging energy technology [3] - Jiangzhong Pharmaceutical changed its name to China Resources Jiangzhong Pharmaceutical Co., Ltd. and plans to change its stock abbreviation to "China Resources Jiangzhong" while keeping the stock code unchanged [4] - Hangzhou Zhijian Power Technology Co., Ltd. saw new shareholders including Tencent and Taobao, with its registered capital increased to 1.5191 million RMB [7] Group 2: Financial Forecasts - Liangpinpuzi expects a net loss of 120 million to 160 million RMB for the year 2025, with a decrease in sales revenue and gross margin due to store restructuring and product price adjustments [2] - Furi Electronics anticipates a net loss of approximately 50 million RMB for 2025, with a projected net loss of about 73 million RMB after excluding non-recurring gains and losses [5] Group 3: Industry Trends - Cainiao's global overseas warehouse order volume is expected to grow by 32% year-on-year in 2025, with plans to expand coverage and automation in key markets [6] - Alibaba Health's AI product "Hydrogen Ion" has completed internal testing and is now available for download, targeting clinical and research fields [10] - Feishu is collaborating with Anker Innovation to launch a smart recording device named "AI Recording Bean," marking its first hardware product since its establishment [11]