"理想到底能够为眼镜带来什么？带来我们的操作系统、语义 模型、端到端的软硬一体的能力，真的能够让产品更好。"范 皓宇说，理想是围绕AI去做产品，而不是做一款消费电子产 品。 作者：高飞昌 封图：图虫创意 理想汽车造了一款AI眼镜。12月3日，理想AI眼镜Livis正式发布，售价1999元起。12月31日前 下单，可享受15%政府补贴，到手价1699元起。在AI眼镜日渐成为一个全新风口的当下，作为汽 车制造商的理想加入其中，会给这一领域带来哪些改变？ 当前，AI眼镜市场不断扩容。根据IDC数据，2025年上半年全球AI眼镜出货量达406.5万台，同比 增长64.2%。该机构预测，2025年全球AI眼镜出货量将达1451.8万台，中国市场为290.7万台； 2029年全球出货量突破4000万台，2024年—2029年复合年增长率为55.6%。 今年，Meta、百度、阿里、华为、小米、魅族等各大科技公司以及一些传统眼镜制造商，都发布 了AI眼镜产品，使这一赛道热度空前。有观点认为，AI眼镜将是AI时代的全新智能终端，甚至能够 取代手机。 理想汽车进入AI眼镜领域，与其企业战略转变相关。在理想汽车三季度财报电话会上， ...

以下文章来源于超电实验室 ，作者王磊 超电实验室 . 让汽车和未来触手可及。 来源丨 超电实验室（ID：SuperEV-Lab） 作者丨王磊 编辑丨秦章勇 图源丨理想汽车官网 前有蔚来卖手机，现在理想又造上AI眼镜了。 刚刚，理想发布了旗下的首款可穿戴设备——理想AI眼镜 Livis，起售价1999元，12月31日前下单 还可享受15%国补，补贴后价格1699元起。 用李想的话来说，它是旗下最强的人工智能附件，像其他AI眼镜一样，具备拍照、录像、语音交互等 一系列功能，此外还有行业最轻的克重——仅36g，持续续航时间长达18.8小时。 当然，作为车企跨界的产品，这款AI眼镜还能支持与理想汽车进行车机互联，不在车里，不掏手机也 能实现控车功能，甚至在里面内置了一个"理想同学"。 在汽车行业如此内卷的情况下，大多数车企在卷参数、卷续航里程以及传感器的数量，此时理想汽车 从这个怪圈率先跳了出来，猛然掏出了一副AI眼镜。 在商业史上，跨界从来不是新鲜事，但跨界的方向和叙事，往往决定了故事的走向如何。 把理想同学戴在眼前 首先"Livis"这个命名本身就很有意思。 这明显致敬了漫威影片《钢铁侠》中的主角小罗伯特·唐尼的 ...

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 理想汽車 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02015 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 4,500,000,000 | USD | | 0.0001 | USD | | 450,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 4,500,000,000 | USD | | 0.0001 | USD | | 450,000 | | 2 ...

Core Insights - The AI glasses market is heating up with major players like Baidu, Alibaba, and Li Auto launching their products, with Li Auto's Livis glasses selling out within two hours of release at a price of 1699 yuan [1][3] - Various tech giants are entering the AI glasses space, including Google, which is in the POC stage for two products, and ByteDance, which has multiple projects underway [3][5] - The competition is not just about hardware but also about data collection and user interaction, positioning AI glasses as a critical entry point for future AI applications [11][12] Group 1: Major Players and Market Dynamics - Li Auto's AI glasses Livis were released without pre-sale, directly shipping to consumers, indicating a strong market demand [1] - Google is collaborating with Qualcomm, Samsung, and Foxconn for its AI glasses, aiming for a 2026 Q4 release [3] - ByteDance is pursuing multiple AI glasses projects, with one expected to launch in Q1 2024 and another in Q4 2024, focusing on optical display and spatial computing [5] Group 2: Strategic Importance of AI Glasses - For consumer electronics companies, AI glasses represent an extension of existing hardware experiences and a strategic defense move [6] - Internet companies view AI glasses as a necessary entry point to enhance their data capabilities and user engagement [7] - The competition among various players is intensifying as they all aim to capture the emerging AI glasses market [8] Group 3: Investment and Development Trends - Companies like Alibaba and Baidu are aggressively investing in AI glasses, with Baidu defining it as an S-level strategic product [15] - In contrast, traditional consumer electronics firms are more cautious, viewing AI glasses as a means to explore new growth avenues while protecting their existing hardware domains [17] - The lowering of hardware barriers has led to a surge in supply chain involvement, with companies like GoerTek and Luxshare Precision betting on AI glasses [20] Group 4: Challenges and Competition - The AI glasses market is characterized by a "comprehensive competition" where any flaw in product development can lead to significant setbacks [23] - Previous product failures, such as Xiaomi's high return rate for its first-generation AI glasses, highlight the challenges in this competitive landscape [24] - The industry's future will depend on how well companies can balance resource allocation and strategic patience in the face of intense competition [24]

凤凰网科技讯12月4日，理想汽车宣布，历时2年8个月，第20000根理想超充桩建成，成为超充桩数量全 国第一的车企。为了庆祝这一里程碑事件，2025年12月5日-12月31日，理想车主在全国任一理想超充站 充电满20度，将获得充电服务费8折券一张。 据介绍，理想第1根超充桩在2023年4月建成，第20000根超充桩落地三亚美高梅度假酒店。目前已经有 超过1000座高速理想超充站，最繁忙18条国家级高速均已贯通，平均141公里就有一座理想超充站。 ...

经济观察网 12月3日，理想汽车发布首款 AI 眼镜 Livis，并由黑芝麻（000716）智能提供核心影像算 法，包括 HDR 融合、多帧降噪、视频防抖、夜景和人像优化等能力，重点提升用户日常拍摄体验。双 方团队历经七个月协同研发，理想董事长兼 CEO 李想称 Livis 是"理想最好的人工智能附件"。黑芝麻智 能表示已为 Livis 定制算法并优化性能与功耗，其影像技术已在全球超 5 亿台设备落地。此次合作标志 着理想进入智能穿戴赛道，也展示 AI 影像在新型交互设备中的应用潜力。 ...

理想汽车产品部高级副总裁范皓宇表示，基于在辅助驾驶、空间智能和AI理想同学等方面的技术积 累，理想一直在探索能够自然、持续陪伴用户的智能设备形态。而眼镜因其日常佩戴时间长、靠近眼 睛、耳朵、嘴巴，且无需改变用户习惯，是目前最自然的交互入口。因此，理想AI眼镜 Livis成为理想 将智能体验带出车内的最佳载体，也是理想长期积累的AI大模型能力在车外空间交互里生长出的第一 个"本体"。 能功率放大器，使声波清晰入耳同时有效减少漏音，保证听感私密且自然。低音补偿功能可在低音量下 强化鼓点、大提琴等低频声音，丰富音乐细节，增强现场氛围感。 理想AI眼镜 Livis搭载全新升级的理想同学，以自研MindGPT-4o多模态大模型为核心，真正成为AI助 手。此外，理想自研嵌入式操作系统Livis OS，专为AI眼镜自研打造，优化端到端链路、全面降低功 耗。系统采用不关机策略，后台随时待命，响应飞快。无论拍照、录音、播放音乐，还是理想同学多模 态交互，系统都能智能调度，保障操作顺滑流畅。 （文章来源：证券时报网） 理想AI眼镜 Livis同样是一部好相机，采用第一视角相机拍摄。Livis配备1200万像素镜头，支持105°超 ...

Core Insights - The launch of Li Auto's first AI glasses, Livis, has garnered significant attention in the industry and market [1][3] - The collaboration between Black Sesame Intelligence and Li Auto focuses on creating AI imaging solutions that enhance user experience through various advanced algorithms [1][3] Company Developments - Livis aims to provide a seamless smart experience both inside and outside the vehicle, with Li Auto's CEO praising it as the "best AI accessory" [3] - The development involved a seven-month collaboration between Black Sesame's and Li Auto's technical teams, utilizing a point-to-point integration model to ensure timely market release [3] - Livis employs a distributed processing solution, allowing the glasses and smartphones to work together, optimizing algorithm performance while minimizing processing time [3] Technology and Market Trends - Black Sesame has extensive experience in AI imaging, having partnered with major companies and equipped over 500 million devices, demonstrating its market reach and technological maturity [4] - AI glasses are seen as a crucial bridge between the digital and physical worlds, with the market expected to grow rapidly; global AI glasses shipments are projected to reach 78% of total smart glasses shipments by the first half of 2025 [4] - The successful launch of Livis marks Li Auto's expansion from smart vehicles to smart wearable devices, while Black Sesame achieves a significant industry breakthrough [4]

智通财经APP获悉，12月3日，理想汽车首款AI眼镜Livis正式亮相，引发业界与市场的广泛关注。此 次，黑芝麻智能(02533)与理想深度合作，打造AI影像解决方案，涵盖HDR融合、MFNR多帧降噪、视 频EIS防抖、夜景增强、人像美化等影像算法，全面覆盖夜景、人像等高频用户使用场景，为用户带来 优质影像体验。 作为理想汽车AI能力的重要延伸载体，理想AI眼镜 Livis致力于实现"车内外无缝衔接"的智能体验。理 想汽车董事长兼 CEO 李想更是将Livis 盛赞为 "理想最好的人工智能附件"。在理想AI眼镜 Livis 的研发 进程中，黑芝麻智能技术团队与理想汽车技术团队展开了为期七个月的深度协作，通过 "点对点" 无缝 对接模式，高效推进项目进展，助力新品如期面市。 AI眼镜凭借第一视角记录、解放双手操作、全天候便捷穿戴等独特优势，成为连接数字世界与物理世 界的关键桥梁，更被业界视为下一代人机交互的核心入口。当前，AI眼镜市场正迎来高速增长期， Counterpoint数据显示，2025 年上半年全球 AI眼镜出货量占智能眼镜总出货量的比例已达78%，继2024 年上半年的46%、2024年下半年的 6 ...

Core Insights - The automotive industry in November showed strong sales performance across various companies, with a notable focus on electric vehicle (EV) transitions and global expansion strategies [1][2][3][4] Group 1: Traditional Domestic Brands - BYD achieved a record monthly sales of 480,000 units, maintaining the top position, with overseas sales surpassing 130,000 units, marking a historical high [1] - Geely sold 310,000 units in November, a year-on-year increase of 24%, with its Galaxy series seeing a 76% growth [1] - Chery reported sales of 273,000 units, with EV sales reaching 117,000 units, a 50.1% increase, and export sales of 137,000 units, up 30.3% [1][2] Group 2: New Energy Vehicle Performance - Changan's November sales reached 283,000 units, with EV sales at 125,000 units, a 23% increase [2] - SAIC Group set a new record for EV sales at 209,000 units, reflecting a 38.8% year-on-year growth [2] Group 3: New Forces in the Automotive Sector - Huawei's HarmonyOS Automotive division delivered 82,000 vehicles in November, a remarkable 89.61% increase, establishing itself as a leader among new entrants [3] - Leap Motor delivered over 70,000 vehicles in November, achieving a cumulative sales milestone of over 500,000 units [3] - Xiaomi's automotive division also exceeded its annual delivery target, with over 40,000 units delivered in November and a total exceeding 350,000 units [3] Group 4: Market Dynamics and Challenges - Xpeng and NIO experienced a decline in sales, with Li Auto delivering 33,181 units, a slight increase of 4.45% month-on-month but a 31.92% year-on-year drop [4] - The automotive market is shifting from subsidy-driven growth to a more competitive landscape focused on product capabilities and brand strength, as consumer behavior evolves post-subsidy [4]