详见：《 新智驾独家｜理想调整研发架构，智驾部门将被重组 》 2026年1月李想对AI与Agent的理解是 据新智驾消息 理想汽车将研发体系重组为三大团队：基座模型团队、软件本体团队、硬件本体团队。 郎咸朋将成为硬件本体负责人，主要负责机器人研发，将向理想汽车总裁马东辉汇报，不再负责 自动驾驶。 自动驾驶团队将被并入到勾晓菲负责的软件本体团队。勾晓菲是理想智能空间副总裁。此次调整 后，他将统筹理想智能座舱和智能驾驶研发。勾晓菲也将向马东辉汇报。 此外，詹锟将领导基座模型团队，负责统筹 VLA 和自研芯片融合，詹锟向理想汽车 CTO 谢炎汇 报。 站在2026年1月，不论是原有巨头还是全新AI公司，组织方式基本变成一样，各个团队整合在一 起进行联合设计，共同设计硅基生命的感知/大脑/心脏/神经/软件本体/硬件本体。和过去做软 件做硬件的方式发生了根本性变化。完全不同于互联网移动互联网时代。 都会有Infra团队来确保足够的算力和数据稳定性，相当于硅基生命的云端心脏器；都有基座模型 团队，相当于硅基生命的大脑，都会去做视频音频多模态，做机器人的大脑。 都需要招大量的研究员，都以校招生为主，且发现本科生也行。都需要 ...

格隆汇1月28日｜纳斯达克中国金龙指数涨超1%，新东方涨10.50%，1药网涨4.76%，蔚来涨3.61%，哔 哩哔哩涨4.44%，理想汽车涨3.85%。 ...

近期，有消息称理想将在2026年上半年关闭100家低效门店，同时当前理想常州工厂处于不饱和的工作状态，消息一出立马得到市场关注。 对于门店关闭的消息，理想选择辟谣，公司方面表示，近期网络上出现关于理想汽车出现批量闭店、裁员的舆情，均为不实信息。今年公司会针对少量能 效较低的商超门店关停，但不涉及批量关闭情况。 但对于当前工厂状态，理想并未进行说明。 一边是"关闭100家门店"的传闻发酵，一边是常州工厂产能冷热不均的现实困境，叠加销量同比下滑、产品战略摇摆的难题，这家车企正经历成立以来艰 难的转型阵痛。 清退低效门店 虽然理想辟谣了关店100家的说法，但其闭店的行为确在进行中。 曾凭借增程车型稳居新势力头部的理想汽车，陷入了前所未有的压力。 与之形成鲜明对比的是，生产纯电i6的三区开启双班倒模式，"人歇机器不歇"，日均产量稳定在700台以上；而同厂区生产i8的产线则因订单不足已停工， 且计划搬迁至北京顺义工厂。 这种产能失衡并非行业普遍现象，同在常州的比亚迪工厂，因出口订单充足，车间生产计划排满，工人多为单休，厂区门口烟火气十足，与理想工厂的冷 清形成强烈反差。 近日，《国际金融报》记者发现位于上海浦东陆家嘴中 ...

每经记者｜孙磊 每经编辑｜余婷婷 "尽管有7年低息政策，但如果买i6的话，我更推荐选择5年的购车方案。"1月26日，《每日经济新闻》 记者走访车市时，北京地区一位理想汽车销售人员这样说。 上述理想汽车销售人员提及的"7年低息政策"，自2026年开年以来已成为新能源汽车市场竞争的焦点之 一。进入2026年1月后，特斯拉、小米汽车、理想汽车、小鹏汽车等品牌纷纷推出或进一步强化了长达7 年的低息购车金融方案，这一举措将传统汽车贷款周期普遍延长了2至3年。 得益于更长的贷款周期，消费者每月的还款额度得以大幅降低：小米汽车YU7月供低至2593元起；小鹏 汽车全系月供低至1355元起；理想汽车月供低至2578元起；特斯拉Model 3/Y/Y L月供低至1918元起。 有业内分析认为，在消费者仍持观望态度的市场环境下，车企面临着库存积压压力。为刺激市场需求、 提前锁定订单，车企纷纷采用贴息手段，这一举措旨在抢占市场先机。然而，超长期低息方案的实际让 利范围、成本分摊机制及对行业竞争秩序的潜在影响，仍需市场进一步验证。 特斯拉方案优势相对明显 《每日经济新闻》记者走访市场发现，虽然上述四个品牌都提供了7年低息购车方案，但 ...

曾凭借增程车型稳居新势力头部的理想汽车，陷入了前所未有的压力。 近期，有消息称理想将在2026年上半年关闭100家低效门店，同时当前理想常州工厂处于不饱和的工作 状态，消息一出立马得到市场关注。 对于门店关闭的消息，理想选择辟谣，公司方面表示，近期网络上出现关于理想汽车出现批量闭店、裁 员的舆情，均为不实信息。今年公司会针对少量能效较低的商超门店关停，但不涉及批量关闭情况。 但对于当前工厂状态，理想并未进行说明。 一边是"关闭100家门店"的传闻发酵，一边是常州工厂产能冷热不均的现实困境，叠加销量同比下滑、 产品战略摇摆的难题，这家车企正经历成立以来艰难的转型阵痛。 虽然理想辟谣了关店100家的说法，但其闭店的行为确在进行中。 近日，《国际金融报》记者发现位于上海浦东陆家嘴中心的理想门店已经关闭。世纪汇购物中心理想门 店工作人员向《国际金融报》记者透露，前述理想汽车零售门店确实已于1月14日关门，两家门店距离 仅3公里。 据上述销售人员介绍，老佛爷门店关闭的直接原因是 "卖得不好"："虽然MEGA车型在这家店的销量算 不错，但和 i6、i8 这些主力车比差太多。"更关键的是区位缺陷——该门店周边居民密度低，且 ...

Core Viewpoint - Li Auto is strategically shifting its focus towards artificial intelligence and humanoid robotics while closing underperforming retail stores to enhance operational efficiency and reduce costs [2][4][5] Group 1: Store Closures and Strategic Shift - Li Auto announced plans to close a small number of low-efficiency retail stores by 2026, but emphasized that this will not involve mass closures [2] - The company is transitioning from a focus on "new energy" to "intelligent" strategies, indicating a long-term organizational restructuring [2][4] - As of November 30, 2025, Li Auto had a retail network of 544 centers, 170 delivery centers, and 556 service centers across 230 cities [3] Group 2: Performance and Market Strategy - In 2025, Li Auto delivered 406,300 vehicles, a year-on-year decline of 18.81%, failing to meet its target of 640,000 deliveries [4] - The company faced profitability challenges, reporting a net loss of 624 million yuan in Q3 2025 due to a recall event [4] - Li Auto's previous growth model, based on rapid expansion and market penetration, is nearing its limits as competition increases and market growth slows [5] Group 3: Future Focus and AI Investment - Li Auto is restructuring its product lines from three to two, aiming for efficiency and market coverage [6] - The company is reinforcing its brand positioning around "embodied intelligence" and is venturing into humanoid robotics [6][7] - Li Auto's CEO has indicated a commitment to maintaining high R&D investments, particularly in AI, even during challenging sales periods, viewing this as a long-term strategic bet [7]

Group 1 - The core viewpoint of the articles indicates that the Russian automotive market is experiencing a complex recovery, with significant fluctuations in sales and a notable increase in the market share of Chinese automotive brands [1][8][14] - In December 2025, Russian automotive sales are projected to reach 150,000 units, reflecting a year-on-year increase of 6%, while the total sales for the year are expected to decline by 19% to 1.49 million units [1][8] - Chinese automotive companies have significantly increased their market share in Russia, reaching 57.2% in December 2025, with a notable recovery from previous lows [1][16] Group 2 - The Russian automotive market has shown volatility, with sales dropping to around 30,000 units during the peak of the Ukraine crisis in 2022, but recovering to approximately 100,000 units per month in 2023 [5][8] - The market is undergoing a transformation due to policy changes, including increased import tariffs and local production incentives, which have reshaped the competitive landscape [6][12] - Chinese automotive companies are adapting to the Russian market by enhancing local production, improving supply chain resilience, and developing products suited for extreme weather conditions [2][12] Group 3 - The sales of Chinese automotive brands in Russia have surged from 157,000 units in 2021 to 1.28 million units in 2024, indicating a strong response to the market gap left by exiting foreign brands [11][14] - The local production strategy has been emphasized, with Chinese companies establishing regional production bases and increasing local parts sourcing to mitigate tariff impacts [2][12] - The overall market dynamics are shifting towards lower-powered models and domestic brands due to the rising costs of imported vehicles and changing consumer preferences [6][12]

Core Viewpoint - The company acknowledges delays in the delivery of the Li Auto i6 due to production capacity issues and aims to provide clearer delivery timelines to alleviate customer anxiety [1]. Delivery Time Update - The latest production schedule indicates that orders are expected to be delivered within 4-6 weeks from now, with updates provided through the Li Auto App by January 28, 2026 [2]. Customer Options - To minimize the impact on customers' vehicle plans, the company offers several options: 1) Customers can continue to wait for the Li Auto i6 and will receive daily points as compensation for delays, with a maximum accumulation of 20,000 points [3]. 2) Customers can opt to switch to the XWANDA battery version for earlier delivery, with an additional 2-year or 40,000 km battery warranty for enhanced assurance [4]. 3) Customers can change their order to other available models (Li Auto L series, Li Auto i8, Li Auto MEGA) by February 14, receiving a cash subsidy of 10,000 yuan, with specific conditions regarding ownership transfer [5].

Group 1 - The automotive industry is divided on the approach to L3 and L4 autonomous driving, with some companies advocating for skipping L3 and moving directly to L4, while others are focused on accelerating the implementation of L3 [2][3] - Companies like Xiaopeng and Mercedes-Benz have expressed skepticism about L3, with Xiaopeng's founder stating that true fully autonomous driving will arrive by 2026, skipping L3 altogether [2][3] - In contrast, the Ministry of Industry and Information Technology in China has issued licenses for L3 vehicles, indicating a push towards practical implementation, with companies like BYD and Hongmeng already conducting extensive testing [2][8] Group 2 - The distinction between L3 and L4 is primarily based on legal and responsibility frameworks rather than clear technological differences, with L3 being seen as a limited version of L4 [4][6] - The current classification system for autonomous driving levels may not accurately reflect the technological capabilities, as many experts believe that the future will categorize driving into two main scenarios: driver assistance and true autonomous driving [4][6] - Despite the push for L3, regulatory hurdles remain significant, with companies facing lengthy approval processes and strict operational limitations even after receiving licenses [9][11] Group 3 - The market demand for L3 systems is currently insufficient, as evidenced by Mercedes-Benz's decision to pause its L3 rollout due to high costs and low consumer interest [13][14] - Tesla's Full Self-Driving (FSD) option has seen low adoption rates, prompting the company to shift to a subscription model to increase accessibility [14] - The timeline for mass production of L3 vehicles remains uncertain, with various interpretations of what "mass production" entails, leading to discrepancies between technical capabilities and regulatory approvals [15][16]

"一句也听不懂，你们能听懂吗？"。 1月26日上午，当理想汽车的员工们被临时通知参加全员会时，许多人期待的是李想能像一位船长，在 经历了2025年的风浪后，清晰地指出2026年的航向——如何应对日益"内卷"的市场，如何反思MEGA失 利后的产品策略，以及最关键的，如何保证大家的年终奖不再打折。 然而，他们等到的是一场近两个小时、几乎完全聚焦于AI的"未来学讲座"。在这场"AI布道"中，李想以 前所未有的激昂姿态，描绘了一幅宏大甚至有些遥远的未来图景。 他断言"2026年是所有希望成为AI头部公司的'上车'最后一年"，并承诺"最晚2028年实现L4级自动驾驶 的落地"，甚至称理想在汽车之外，"一定会做人形机器人，并会尽快落地亮相"。 据一见Auto报道，为了支撑这一宏伟蓝图，理想汽车的研发组织将迎来一场剧变，被重构成"基座模型 团队"、"软件本体团队"和"硬件本体团队"三大支柱，而汽车与机器人，都被归入了"硬件本体"的范 畴。 然而，这位"产品经理"出身的CEO精心准备的未来盛宴，并未赢得满堂喝彩。鞭牛士消息称，在理想汽 车内部的员工社群"理想汽车同事圈"里，吐槽和困惑的情绪迅速蔓延。 这戏剧性的一幕，将一个矛 ...