每经AI快讯，理想汽车-W(02015.HK)早盘一度跌近4%，截至发稿，跌2.99%，报84.3港元，成交额 10.62亿港元。 ...

【#理想回应MEGA起火事件#】理想汽车对@新浪科技 回应上海MEGA起火事件：事故发生时，车门 顺利打开，驾驶员和全体乘客全部安全离车。我们安排了专人前往现场处理，目前消防部门也已介入， 我们会积极配合消防部门的调查，并依据调查结果开展后续工作。（新浪科技） 拟十币 + + + = + = 也都是经过国家相关质量检测 的,车辆质量是有保证的。另外 您反馈的这个情况，目前消防部 门已介入，还没有最终的结论。 定要查清真相 很多人非常关注 这个事件 结束会话 输入消息 ... U NO - SENSE y 12 4 47 6 @新浪科技 ...

Core Points - A fire incident involving a Li Auto MEGA occurred on October 23, 2025, while the vehicle was driving on a city road, resulting in a rapid fire outbreak after sparks were observed from the chassis [1][3][7] - All passengers and the driver were able to exit the vehicle safely, and Li Auto has stated that they are cooperating with the fire department's investigation [1][7][9] - The Li Auto MEGA was launched on March 1, 2024, with a starting price of 559,800 yuan, featuring a 102.7 kWh battery and a range of 710 km [11] Company Response - Li Auto confirmed that the vehicle had passed national quality inspections and emphasized the safety of their vehicles [7][9] - The company has arranged for personnel to handle the situation on-site and is actively cooperating with the fire department [7][9] - Li Auto highlighted the safety features of the "Kirin" battery, which is designed to manage extreme conditions and prevent thermal runaway [11]

Core Viewpoint - Li Auto's stock experienced a decline following a fire incident involving its vehicle, the Li MEGA, while the company faces challenges with declining delivery numbers and adjusted sales forecasts [1] Group 1: Incident Report - On October 23, a Li MEGA vehicle caught fire in Shanghai, but all passengers were able to exit safely [1] - The company is cooperating with fire department investigations and has sent personnel to the scene [1] Group 2: Delivery Performance - In September, Li Auto delivered 33,951 vehicles, representing a year-on-year decrease of 36.8%, marking the fourth consecutive month of decline [1] Group 3: Analyst Ratings and Forecasts - HSBC Research maintains a "Buy" rating for Li Auto, citing strong performance of the newly launched Li i6 electric SUV, which is expected to boost Q4 sales [1] - However, due to pressures on the EREV model's sales and pricing, HSBC has lowered its sales forecasts for 2025 to 2027 by 22% to 31%, and corresponding profit forecasts by 55%, 42%, and 31% [1]

Core Viewpoint - Li Auto's stock experienced a decline following a fire incident involving one of its vehicles, raising concerns about safety and impacting investor sentiment [1] Group 1: Incident Report - A Li Auto Mega vehicle caught fire while driving in Shanghai's Xuhui District on October 23, resulting in the vehicle being completely burned [1] - Li Auto confirmed that all passengers safely exited the vehicle and stated that they are cooperating with the fire department's investigation [1] Group 2: Delivery Data - In September, Li Auto delivered 33,951 vehicles, marking a year-on-year decrease of 36.8%, continuing a trend of four consecutive months of declining deliveries [1] Group 3: Analyst Ratings and Forecasts - HSBC Research maintained a "Buy" rating for Li Auto, citing strong performance of the newly launched Li Auto i6 electric SUV, which is expected to significantly boost sales in Q4 [1] - However, HSBC adjusted its sales forecasts for 2025 to 2027 down by 22% to 31%, and subsequently lowered its profit forecasts by 55%, 42%, and 31% for the same period [1]

责任编辑：江钰涵 针对此事，理想汽车方面回应称，事故发生时，车门顺利打开，驾驶员和全体乘客全部安全离车。我们 安排了专人前往现场处理，目前消防部门也已介入，我们会积极配合消防部门的调查，并依据调查结果 开展后续工作。 新浪科技讯 10月24日上午消息，网络流传的视频显示，上海市徐汇区一辆理想MEGA在行驶中突然起 火，瞬间烧成一团，具体起火原因未知。 ...

Core Viewpoint - The incident involving the Li Auto MEGA vehicle catching fire in Shanghai has been addressed by the company, confirming that all passengers were safely evacuated and that they are cooperating with investigations [1] Company Response - Li Auto stated that they have arranged for personnel to handle the situation at the scene and that the fire department is involved [1] - The company emphasized their commitment to cooperate with relevant authorities during the investigation, with final conclusions to be based on official findings [1] Incident Details - A video circulating online shows that on the night of October 23, a Li Auto MEGA caught fire while in motion in the Xuhui District of Shanghai, with the flames rapidly spreading within seconds [1] - The two occupants managed to stop the vehicle and escape safely before it was completely burned [1]

Core Viewpoint - The article discusses the evolution and current state of the "new forces in car manufacturing" in China, particularly focusing on the "Four Little Dragons" (NIO, Xpeng, Li Auto, and Leap Motor) and their journey towards profitability amidst a competitive market landscape [4][6][14]. Group 1: Industry Overview - The term "new forces in car manufacturing" was once a positive label, but over time, it has lost its luster due to various challenges and negative perceptions in the industry [4][6]. - The current market is characterized by intense competition, leading to a significant number of failures among new entrants, with notable companies like WM Motor, Aiways, and others falling off the radar [18][20]. Group 2: Performance of the "Four Little Dragons" - NIO has made significant strides towards profitability, with successful sales of its new models, the L90 and the new ES8, indicating a potential turnaround [9][10]. - Xpeng, despite facing challenges from price wars, has managed to maintain a solid sales base and is expected to achieve profitability in the near future [12]. - Li Auto, having been the first among the new forces to achieve profitability, is currently navigating some difficulties but is expected to return to a profitable trajectory [14]. - Leap Motor has emerged as a surprising leader in sales, with a delivery volume exceeding 66,000 units in September, showcasing its effective market positioning [14]. Group 3: Future Challenges and Opportunities - The article emphasizes that the upcoming period will be critical for the "Four Little Dragons" as they transition from survival to thriving in a competitive environment [7][15]. - The need for precision and efficiency in product launches and marketing strategies is highlighted, as the market becomes increasingly unforgiving [15]. - The potential for revival among previously failed companies, such as WM Motor and Neta, indicates that the market still holds significant opportunities despite the challenges [22][26]. Group 4: Conclusion and Reflection - The article concludes that the new forces in car manufacturing must bid farewell to their past struggles to embrace a more promising future, suggesting a shift in focus towards sustainable growth and innovation [27].

Market Performance - US stock markets saw a broad increase, with the Dow Jones Industrial Average rising by 0.31%, the S&P 500 up by 0.58%, and the Nasdaq Composite gaining 0.89% as of the close on October 23 [1] - The Nasdaq Golden Dragon China Index, which tracks Chinese stocks listed in the US, increased by 1.66% [1] Technology Sector - Major US tech stocks mostly rose, with Intel up over 3%, Tesla over 2%, and Amazon and Nvidia each rising over 1% [2] - Notable gains were seen in storage stocks, with SanDisk surging over 13% to reach a record high, and Western Digital up over 5% [2] - AMD's stock fell by 8.72% after the company lowered its revenue guidance for Q1 2026 to $5 billion, down from a previous estimate of $6-7 billion due to changes in AI project delivery schedules [2] Chinese Stocks - Chinese stocks collectively rose, with notable increases including Xunlei up over 7%, Alibaba, Hesai, and Century Internet each up over 3% [3] - Other companies like Baidu and WeRide saw gains close to 3%, while JD.com and Sohu rose over 2% [3] Gold Market - COMEX gold futures rose by 1.91% to $4,143.2 per ounce, although there was a slight pullback later [5] - JPMorgan remains bullish on gold, predicting an average price of $5,055 per ounce by Q4 2026, a potential increase of about 15% from the recent high of $4,381 [5] - The forecast is driven by sustained demand for gold from global investors and central banks, estimated at around 566 tons [5] Long-term Outlook on Gold - Guojin Securities suggests that gold pricing reflects the collapse of the dollar-dominated international order, driven by low global growth and stagnation in technological progress [6] - The report indicates that gold prices may face downward risks if new technological advancements significantly boost productivity [6]

Core Viewpoint - The majority of popular Chinese concept stocks experienced gains on Thursday, with the Nasdaq Golden Dragon China Index rising by 1.66% [1] Company Performance - Alibaba saw an increase of over 3% [1] - Pinduoduo rose by more than 2% [1] - NetEase gained over 1% [1] - JD.com increased by more than 2% [1] - Baidu experienced a rise of over 2% [1] - Li Auto saw an increase of over 1% [1] - Futu Holdings rose by more than 3% [1] - Xpeng Motors gained over 1% [1]