6月27日晚间，理想汽车产品线负责人汤靖在微博发文透露，关于理想MEGA Home，截至今日(6月27 日)19：30，4月30日19时前锁单(不含改配)用户已完成下线和车辆匹单；之前工厂全力加速把库存配件 全部生产完了，所以这个周末工厂无生产。明后天就不更新生产信息了。等周末配件都到了，下周一恢 复生产。 ...

Group 1 - The three major U.S. stock indices opened higher, with the Dow Jones up 0.27%, the S&P 500 up 0.16%, and the Nasdaq up 0.24% [1] - Nike's stock surged nearly 12% following quarterly revenue and earnings that exceeded expectations [1] - Li Auto's stock fell by 2.8% as the company lowered its delivery guidance for the second quarter [1]

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 先调整自己，迎接这场更难的战斗。 文 丨 赵宇 编辑 丨 龚方毅 我们获悉，理想汽车今日发布内部信，宣布多项组织与人事调整，主要涉及销售与服务群组相关变 动：原销售与服务群组将和研发与供应群组合并，成立新的智能汽车群组，对理想汽车智能汽车业务 的战略到经营闭环负责。 总裁马东辉将担任智能汽车群组的负责人，向董事长兼 CEO 李想汇报。其余一级群组不受影响，包 括理想汽车董事长、CEO 李想直管的产品与战略群组，CTO 谢炎负责的系统与计算群组，CFO 李铁 负责的组织与财经群组。其中，李想除了继续负责汽车业务相关的产品线、产品部、品牌、战略等团 队，也会将更多精力投入 AI（人工智能）领域。 理想汽车在内部信中称，智能汽车群组成立后，将通过研发、供应、销售、服务的端到端经营与深度 协同，更有力地支撑面向用户的价值创造、价值传递与经营闭环，为理想汽车构筑面向下一个阶段的 领先优势。 今年 7 月和 9 月，理想将先后发布 i8 和 i6 两款非常重要的纯电 SUV 产品。一位接近理 ...

Core Viewpoint - The company is unlikely to meet its Q2 2025 delivery guidance due to insufficient sales momentum and historical performance trends [1][2]. Group 1: Delivery Guidance and Sales Performance - The company's Q2 2025 delivery guidance is set between 123,000 and 128,000 units, with April and May deliveries recorded at 33,939 and 40,856 units respectively, indicating a need for June deliveries to be between 48,205 and 53,205 units [1]. - Historical data shows that the company has only exceeded weekly insurance numbers of 13,000 units six times, with the highest two-week total being 28,020 units in December 2024, suggesting that achieving the required sales volume in June is unlikely [2]. - If the company does not update its delivery guidance, it will mark the third time in history that it fails to meet quarterly delivery targets [2]. Group 2: Strategic Changes and Market Position - Recent reforms aim to enhance sales focus on value delivery, but current strategies are not effectively achieving this goal, which may impact sales in the short term [4]. - The company is expected to eventually align its strategies with its values, but this process may take time, leading to potential short-term sales declines [4]. - The recent success of a competitor, YU7, has prompted reflections on the company's unique strengths and areas for improvement, suggesting that the company should learn from the competitor's successful strategies [5]. Group 3: Market Dynamics and Consumer Perception - The company’s core product lines face challenges in maintaining consumer confidence, as repeated cycles of performance fluctuations can lead to loss of trust among consumers [6]. - The strong leadership of the company's founder is seen as a potential long-term advantage in competing with established players like Xiaomi, although the timeline for realizing this advantage remains uncertain [6]. - The current market perception of YU7 as a high-value vehicle is driven by consumer beliefs in its resale value, indicating that the company may need to enhance its product appeal to compete effectively [6][7].

Group 1: Li Auto's Organizational Changes - Li Auto announced a new organizational structure, integrating the "R&D and Supply Group" and "Sales and Service Group" into a newly formed "Smart Vehicle Group" [2] - President Ma Donghui will oversee the Smart Vehicle Group, reporting directly to CEO Li Xiang, and will be responsible for the strategic and operational aspects of Li Auto's smart vehicle business [2][1] - This restructuring aims to create a closed-loop system from strategy to operations, enhancing Ma's involvement in the production, supply, and sales processes [1] Group 2: Toyota's Sales and Production Data - Toyota reported a record high global sales in May, with a year-on-year increase of 6.9% to 898,721 vehicles, driven by strong demand in North America and Japan [2] - Despite the sales growth, Toyota's global production saw a slight decline of 0.7% in May, marking the first drop in five months due to fewer working days in Japan [2] Group 3: Expansion of Lao Pu Gold - Lao Pu Gold is set to open its third store in Shanghai at the International Financial Center on June 28, following the opening of two other stores earlier this year [2] - The company plans to continue expanding in Shanghai, with additional stores planned for high-end shopping areas [2] Group 4: Xiaomi's New Ventures - Xiaomi established a new company, Xiaomi Cloud Innovation Technology (Wuhan) Co., with a registered capital of 50 million RMB, focusing on various technology and sales sectors [3] - Xiaomi launched over ten new products at its recent event, including its first SUV model, the Xiaomi YU7, which saw over 289,000 pre-orders within the first hour of sales [6][7] Group 5: Financing Activities - "Chuangzhi Lianheng" announced the completion of a new financing round, with support from Beijing Innovation Industry Investment Co., focusing on high-tech industries [8] - Beijing Guoxin Zhongyi Technology Development Center completed its A-round financing, which will be used to enhance technology research and expand its digital service offerings [9]

智通财经6月27日电，港股收盘，理想汽车发布公告更新2025年第二季度交付量指引。受到地方补贴退 坡、新车密集上市、"以价换量"导致的市场观望情绪加剧等影响，20万以上中高端车市场大盘增长失 速，豪华品牌销量同比大幅下滑。理想汽车预计2025年第二季度交付量为10.8万辆。李想表示纯电SUV 理想i8上市前完成销售体系升级，支持纯电产品销售，预计随着7月和9月两款纯电SUV完成上市，品牌 销量将进一步回升，冲击销量新高。 理想汽车：销售组织调整升级 更新Q2交付目标 ...

文 | 李安琪 编辑 | 李勤 杨轩 昨夜，小米新车如核弹一般，创下了YU7 3分钟20万大定的惊人成绩。在YU7的滔天巨浪下，已经有同 行连夜进入了"战争模式"。 36氪汽车独家获悉，6月27日，理想汽车发布内部公告，宣布新的人事任命，理想汽车总裁马东辉即日 起全面负责研发、供应制造、销售业务，向CEO李想汇报。 小米汽车YU7在一夜之间完成了全年销量KPI，这不仅威胁了市场上的纯电SUV常青之王——特斯拉 Model Y，理想的两款纯电SUV i6与i8，也同样在YU7射程范围之内。 不仅纯电，理想的基本盘增程L系列在今年以来，也受到了问界、腾势、领克、深蓝等同行们的集体跟 风与"致敬"。 然而，现实的市场竞争恐怕更残酷。据36氪汽车了解，理想汽车还将下调二季度的销量目标。在今年一 季度，理想交付了9.28万辆车，还计划二季度交付12.3-12.8万辆车，如今该计划有了变动。 不过年初的变动只涉及决策层，不涉及实体架构变动。此次调整后，马东辉将从组织架构上，更加深度 参与整车的产、供、销环节。 而理想销售与服务高级副总裁邹良军，此前向CEO李想汇报，调整后邹良军继续担任销服业务顾问。 另外，邹良军管辖的出 ...

先调整自己，迎接这场更难的战斗。 文 丨 赵宇 编辑 丨 龚方毅 我们获悉，理想汽车今日发布内部信，宣布多项组织与人事调整，主要涉及销售与服务群组相关变 动：原销售与服务群组将和研发与供应群组合并，成立新的智能汽车群组，对理想汽车智能汽车业务 的战略到经营闭环负责。 总裁马东辉将担任智能汽车群组的负责人，向董事长兼 CEO 李想汇报。其余一级群组不受影响，包 括理想汽车董事长、CEO 李想直管的产品与战略群组，CTO 谢炎负责的系统与计算群组，CFO 李铁 负责的组织与财经群组。其中，李想除了继续负责汽车业务相关的产品线、产品部、品牌、战略等团 队，也会将更多精力投入 AI（人工智能）领域。 理想汽车在内部信中称，智能汽车群组成立后，将通过研发、供应、销售、服务的端到端经营与深度 协同，更有力地支撑面向用户的价值创造、价值传递与经营闭环，为理想汽车构筑面向下一个阶段的 领先优势。 今年 7 月和 9 月，理想将先后发布 i8 和 i6 两款非常重要的纯电 SUV 产品。一位接近理想汽车的人 士对我们分析称，理想希望借助这样的组织调整，更加快速地适应当下国内汽车市场激烈的竞争环 境，因此进一步消除部门墙、让公司 ...

智通财经6月27日电，理想汽车调整组织架构和人事任命，将原"研发与供应群组"和"销售与服务群 组"整合并入新成立的"智能汽车群组"，对理想汽车智能汽车业务的战略到经营闭环负责；总裁马东辉 将担任智能汽车群组的负责人，向董事长兼CEO李想汇报。李想仍将负责汽车相关业务，并将更多精力 投入AI领域。 (智通财经记者 魏勇猛) 理想汽车整合成立智能汽车群组 总裁马东辉将担任负责人 ...

智通财经6月27日电，理想汽车美股盘前短线跳水，跌超5%。公司此前下调第二季度交付量。 ...