首先是指尖的极致。当你闭上眼抚摸理想L9 Livis的腰线，是如玉般的温润平滑。这种"奢华"的体 验，以往你只能在迈巴赫S级这样的顶级豪车上才能找到。 其次是数据的碾压。经过三次喷涂，理想L9 Livis双色车身的漆膜层数达到了惊人的15层。相比于 普通漆面90-120微米的厚度，我们的漆膜厚度直接拉升到了130-200微米。这多出来的厚度，不仅意味着 更深邃的质感，更意味着2-3倍于常规清漆的保护层，让你的车漆在历经岁月的抛光和洗刷后，依然能亮 丽如新。 最后是视觉的惊艳。在衡量漆面质量的镜面指数上，行业标准通常是92+，而我们做到了95+；在 反映平整度的桔皮R值上，行业标准通常是8级，而我们做到了10级。把车停在阳光下，你会发现车身倒 影清晰锐利，没有丝毫模糊和扭曲，这就是奢华的体现。 评论区: 不是，这个能有量产性吗？准备卖稀缺啊 2026年2月10日理想汽车制造工程负责人徐勉表示: 在汽车涂装领域，常规的单色车身喷涂只需一遍，漆膜结构是8层；而市面上主流豪华品牌的双色 车身，通常是在此基础上增加遮蔽和套色喷涂，也就是所谓的"两遍工艺"，漆膜结构达到13层，但这并不 是终点，对于理想L9 Livis而 ...

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

理想汽车-W(02015):L9焕新在即催化重估,重申"买入"评级 瑞银华宝 瑞银发布研报称，理想汽车-W(72.8,0.00,0.00%)(02015)目前估值水平具吸引力。理想现交易估值低于上 市以来逾95%的时间，且净现金占市值约三分之二，反映市场情绪相当悲观。随着L9发布在即，该行认为曙光 渐现。基于其风险回报吸引力高，瑞银重申予其"买入"评级。 理想汽车于上周五(6日)发布新一代L9，计划第二季度上市。旗舰版L9Livis定价55.98万元人民币。瑞银 相信，从现在至第二季度正式推出，市场情绪有望逐步改善，并有助提升投资者对其他车型更新计划的能见 度。旗舰SUVL9将于第二季度焕新上市，有望在2025年低基数上推动增长重新加速。尽管面临大宗商品成本上 涨挑战，但公司凭借高端定位与利润缓冲，预计比多数同业更具韧性。瑞银认为，现时是重新关注该股的合适 时机。 ...

据了解，在"门店合伙人"计划中，理想汽车将给予店长更大的经营决策权，并优化门店考核机制，将评 价标准从单一的销量考核升级为涵盖销量、利润和用户满意度等多个维度的综合评价体系。此外，理想 汽车还将关闭一些能效低的门店。（中国汽车报） 2月10日消息，理想汽车将在2026年春节后推行"门店合伙人"计划，以提升门店运营效率和市场响应速 度。对此，理想汽车方面确认了该消息的真实性。 ...

2月10日，理想汽车宣布，第4000超充站建成，该超充站位于京哈高速凌海服务区（双向），单侧服务区配备20根充电枪，包括12根5C充 电枪、8根4C充电枪。 其中，"九纵"主要包括G1京哈高速、G2京沪高速、G3京台高速、G4京港澳高速、G5京昆高速、G65包茂高速、G15沈海高速、G45大广 高速、G25长深高速。 "九横"主要包括G20青银高速、G30连霍高速、G40沪陕高速、G50沪渝高速、G42沪蓉高速、G60沪昆高速、G56沈瑞高速、G80广昆高 速、G6京藏高速。 目前，理想汽车自建超充网络共有超充桩22173根，其中5C桩超4500根。超充站共计4000站，分布于289座城市，共31个省级行政区。其 中，位于高速公路的超充站超1200座，主要分布于"九纵九横"18条高速公路，平均约130公里就有一座理想超充站。并且，理想超充站全部为 地面站点，充电体验更加便捷。 ...

据悉，瑞声科技与理想汽车合作已覆盖理想MEGA、L系列、i系列全系主力车型，协作贯穿声学设计、 材料创新、工艺优化及整车适配全流程。铂金音响系统声音还原精准、性能输出稳定，可大幅提升音质 细腻度与低频表现力，强化座舱豪华感与沉浸体验，已成为理想汽车极具竞争力的用户体验标杆。 据瑞声科技官方消息，2月9日公司旗下PSS常州工厂举行下线仪式，为理想汽车打造的第1000万只铂金 音响扬声器成功量产交付，双方高管团队出席活动。 瑞声科技表示，未来将继续深化与理想汽车的战略合作，推动车载声学向更智能、集成化、个性化方向 升级。值得一提的是，依托全球研发与产业链整合能力，瑞声科技已构建软硬件、算法、调音一体化的 全栈式车载声学解决方案，形成可扩展、高可靠的车规级交付体系，相关产品与方案已获得多家国际顶 尖汽车品牌认可，并与众多高端及主流智能车企建立稳定合作。 近年来瑞声科技车载声学业务发展迅猛，通过收购比利时 PSS、初光汽车完善产业链布局，形成从核心 器件到系统解决方案的全栈能力。2025 年上半年，其车载声学业务收入达17.4 亿元，同比增长14.2%， 成为集团第二增长曲线。 ...

Core Viewpoint - The automotive industry is experiencing an intense competition with the introduction of "7-year ultra-low interest" car loans by companies like Tesla, NIO, and Xiaomi, alongside Nissan's "0 down payment, 8-year loan" scheme, reflecting the anxiety and strategic shifts in the market as the penetration rate of new energy vehicles exceeds 54% [1][3]. Group 1: Loan Offerings - Dongfeng Nissan has launched a "0 down payment, 8-year ultra-long low-interest loan" for its Tianlai model, with a total cost of approximately 140,000 yuan and a monthly payment of around 55 yuan [2]. - The 8-year loan option has been extended to all models in Dongfeng Nissan's lineup, with the lowest daily payment for the Xuan Yi model being 27 yuan [2]. - Other automotive companies, including Tesla, NIO, and Xiaopeng, have also begun offering similar long-term loan options, breaking away from the traditional 1 to 5-year loan terms [2][3]. Group 2: Market Dynamics - The shift to ultra-long-term low-interest loans is a response to fierce market competition and reflects traditional automakers' anxiety during the critical transition to new energy vehicles [3]. - By 2025, new energy vehicles are projected to account for 50.8% of domestic car sales, indicating a significant market shift [3]. - The regulatory environment has also facilitated longer loan terms, allowing banks to extend personal consumption loans from a maximum of 5 years to 7 years for long-term consumers [3]. Group 3: Risks and Concerns - The ultra-long car loans are primarily offered through financing leasing companies rather than traditional bank loans, which raises potential legal and financial risks for consumers [5][6]. - Consumers may not legally own the vehicle until all payments are made, leading to a situation where they could lose both the vehicle and their payments if they default [6]. - The depreciation of electric vehicles poses a risk, as the residual value may fall below the outstanding loan balance, creating a "negative equity" situation for consumers [6][7].

本文源自：金融界AI电报 港股汽车股多数反弹，理想汽车-W、比亚迪股份、吉利汽车、零跑汽车涨超2%，小米集团-W、小鹏汽 车-W涨超1%。 ...

近日，理想汽车宣布将进一步强化"具身智能"品牌定位，不再局限于"创造移动的家"；小鹏汽车则明确是成为专注未来出行的AI科技公司；奇瑞汽车亦 宣布，将从"技术奇瑞"向"全球AI科技公司"转型……进入2026年，"我不是车企"的声音愈发清晰，越来越多的车企正开启新一轮身份转变与战略重新定位。 转型目标已经改变 转型，在车企眼中，比单纯的产品迭代更为关键。 近日，理想汽车新一轮组织架构调整的消息曝光，其自动驾驶研发体系被重新梳理为三大核心团队，包括基座模型团队、软件本体团队和硬件本体团 队。这一与此前截然不同的架构引发诸多猜测，也被视为其进军具身智能领域的实质性一步。事实上，理想汽车正谋划一场关乎企业未来的重要转型。在内 部会议上，理想汽车董事长兼首席执行官李想宣布，理想品牌定位发生根本性变革，将进一步强化"具身智能"品牌属性，不再局限于"创造移动的家"。这意 味着理想汽车明确将布局具身智能纳入新定位，其阶段性目标是成为全球前三的智能公司。 无独有偶，面对人工智能领域的蓬勃发展，同为造车新势力的小鹏汽车也将未来目标锚定为"AI科技公司"。近日，小鹏汽车董事长兼首席执行官何小鹏 在2026年年会上，围绕汽车、AI、自 ...

【华创汽车】26M2新势力折扣相对稳定，少量车型环比放大 1特斯拉：低折扣+2月放大，近半年折扣0-8k、折扣率0-3.4%，2月Model 3恢复8k保险补贴。 2小鹏：中折扣+2月放大，近半年折扣0-1.7w、折扣率0-6.8%，2月MONA新增5k购置税补贴。 3理想：高折扣+2月不变，近半年折扣0-4.5w、折扣率0-13.3%，2月折扣不变。 4极氪：高折扣+2月放大，近半年折扣0-2.7w、折扣率0-12.9%，2月007 GT新增1w保险补贴。 【华创汽车】26M2新势力折扣相对稳定，少量车型环比放大 1特斯拉：低折扣+2月放大，近半年折扣0-8k、折扣率0-3.4%，2月Model 3恢复8k保险补贴。 2小鹏：中折扣+2月放大，近半年折扣0-1.7w、折扣率0-6.8%，2月MONA新增5k购置税补贴。 3理想：高折扣+2月不变，近半年折扣0-4.5w、折扣率0-13 8智己：中折扣+2月不变，近半年折扣8k-1.5w、折扣率2.7-8.2%，2月折扣不变。 9蔚来：蔚来无固定折扣、乐道无折扣，萤火虫折扣2k、折扣率1.7%，2月折扣不变。 注1：资料来源杰兰路，月度统计时间为上月中旬至本月 ...