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。都需要做预训练与后训练。 在2025年下半年，逐渐都形成一个软件本体团队，组织中出现专门负责造手的团队，构建完整的工具 链和SaaS调用能力，让模型具备在数字世界的执行力。 免费提供数字世界所有使用的工具，免费提供一个完整的团队，如Lovart提供完整的设计团队，从想 法一直到最后发布的效果；Claude Code从需求分析到架构设计/前端/后端/部署/验证都做。 都要做所有的微调，context工程与记忆，从而把一个很好的脑子变成一个人，配合工具能够去大规模 生产。 都要评估模型的能力。 很多做应用做Agent的团队有两种错误的做后训练方式 1.类似 ...

Core Insights - The CEO of Li Auto, Li Xiang, shared his views on AI trends during an online all-hands meeting, emphasizing critical upcoming milestones in the AI sector [1][2] - Li Xiang stated that 2026 is the last year for companies aiming to become leaders in AI to enter the market, and that Level 4 (L4) autonomy is expected to be achieved by 2028 [1][2] - Li Auto aims to be one of the three global companies that will dominate in foundational models, chips, operating systems, and embodied intelligence [1][2] Company Strategy - Li Auto plans to strengthen its brand positioning in embodied intelligence, moving beyond just creating mobile homes [1][2] - The company is committed to developing humanoid robots and intends to showcase them soon [1][2] - To prepare for a new wave of AI competition, Li Auto will undergo an organizational transformation in its R&D, categorizing teams into foundational model teams, software teams, and hardware teams, with both cars and robots falling under the hardware team [1][2] Recruitment and Development - Li Xiang previously indicated a 100% probability of Li Auto developing humanoid robots, although the timing has not yet been right [1][2] - Recently, Li Auto has posted several job openings for humanoid robot R&D positions on its official recruitment page, signaling a clear commitment to this area of development [1][2]

Group 1 - The core focus of the meeting was on the company's commitment to AI and the development of humanoid robots, with CEO Li Xiang emphasizing the importance of recruiting top talent in this field [1][2] - Li Xiang outlined critical timelines for AI advancements, stating that 2026 is the last year for companies aiming to become leaders in AI, and that Level 4 (L4) autonomous driving will be realized by 2028 [2] - The company plans to undergo an organizational transformation in its R&D department, categorizing teams into foundational model teams, software teams, and hardware teams, with a focus on both automotive and robotics [6] Group 2 - In 2025, the company faced challenges with a delivery volume of 406,300 units, representing a year-on-year decline of approximately 19%, failing to meet revised sales targets [7] - Several high-level executives have left the company in the past six months, marking a significant period of difficulty for the company since its establishment over ten years ago [7] - Internal employee sentiment reflects confusion and concern regarding the focus on AI during the meeting, with some expressing a desire for more immediate discussions on the company's strategic direction [6][7]

以下文章来源于一见Auto ，作者易思琳 一见Auto . 汽车竞争中的野心、方法论与新秩序。21世纪经济报道旗下汽车报道品牌。 记者丨 易思琳 编辑丨吴晓宇 21世纪经济报道记者独家获悉，1月26日上午10点半，理想汽车CEO李想召开了一场不一样的 线上全员会。近两个小时的全员会议，大部分内容都是李想分享自己对于AI的趋势判断。 李想拍板：理想一定要上人形机器人 据多位内部员工反馈，李想强调了接下来几个和AI相关的重要时间节点： 2026年是所有想要成为AI头部公司上车的最后一年； 最晚2028年，L4一定能落地； 同时布局基座模型、芯片、具身智能、操作系统等业务的公司，最终全球不会超过3家，理 想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创 造移动的家。 在上述重要的时间节点之外，李想还明确了一点： 在汽车之外，理想一定会做人形机器人， 并会尽快落地亮相。同时，他还表示，要去招聘最好的人，把原来那些去到机器人创业公司的 人再招回来。 这场全员会召开得非常临时，没有提前通知。"我们昨天晚上收到的消息是这场会议不是面向 全员开放的，只有一部分人会进行参与。"一位理想内部员工称 ...

紧随其后的比亚迪，则以802.90分的成绩凸显了其在新能源时代的实力，其核心竞争力不仅体现为 310.5万辆的断层式销量领先，更得益于高达99.18%的正面舆情基础，使得规模化扩张与高美誉度形成 了强大的协同共振。 与此同时，特斯拉中国凭借其0.50%的显著主流媒体声量占比与独特的品牌溢价能力，以798.53分 稳居第三，而AITO问界与理想汽车等新势力代表，则分别以791.49分和776.64分的成绩，凭借超越93% 的网民声量占比和行业领先的满意度评分，成功构筑了以深度用户认同和社群粘性为核心的差异化护城 河，标志着头部阵营已呈现出"规模引领"与"口碑制胜"并行不悖的多元化竞争态势。 新势力以科技赋能破局高端市场 2025年，以尖端科技赋能和精细化用户运营见长的品牌，成为搅动并重塑市场格局最为活跃的关键 变量。 2025年，中国乘用车头部品牌已形成了以庞大规模基盘和深厚口碑资产为核心的竞争优势。同时， 以尖端科技赋能和精细化用户运营见长的品牌，成为搅动并重塑市场格局最为活跃的关键变量。面对自 主品牌在电动化与智能化浪潮中的全面崛起与强势进攻，部分传统合资品牌的市场影响力与排名承压， 进入深度调整与战略转型 ...

凤凰网科技讯1月26日，理想汽车创始人李想临时召开了一场近两小时的线上全员会议，核心议题并非 汽车业务，而是公司对人工智能(AI)的战略布局。 李想强调了接下来几个和AI相关的重要时间节点： 李想强调，理想汽车的目标是成为全球为数不多的、能同时布局基座模型、芯片、操作系统和具身智能 业务的公司，并将进一步强化"具身智能"的品牌定位。此外，他首次明确表示，理想汽车在汽车业务之 外"一定会做人形机器人"，并将尽快推动产品落地亮相。 为应对新的竞争，李想提及公司将启动新一轮研发组织变革，计划将研发团队按基座模型、软件本体、 硬件本体等重新划分，汽车与机器人业务均被归入硬件本体团队。 2026年是所有想要成为AI头部公司上车的最后一年； 最晚2028年，L4一定能落地； ...

Core Viewpoint - The company aims to evolve into an embodied intelligence enterprise, focusing on high-end markets and developing a comprehensive software ecosystem to enhance user experience and operational efficiency [1][3][7]. Group 1: Strategic Goals - The company targets maintaining a competitive position in high-end markets, including glasses and potential humanoid robot markets, with a goal of "three guarantees and one competition" [1]. - The mission is to proactively address customer needs, creating high-frequency user value while improving cost and efficiency [6]. - The company plans to achieve Level 4 (L4) autonomy, ensuring that its embodied intelligence products can cover users' daily lives [7]. Group 2: Product Development - The focus is on developing mid to high-end SUVs/MPVs priced above 200,000, providing a home-like space experience with proactive embodied intelligence services [3]. - The company is committed to self-developing key hardware components, including battery, motor, silicon carbide, active steering, braking, and suspension systems [2]. Group 3: Organizational Strategy - The company emphasizes direct sales and is accelerating its expansion into overseas markets to build global organizational capabilities [4][5]. - There is a focus on recruiting top talent from the robotics sector to enhance the company's capabilities in embodied intelligence [3]. Group 4: Technological Innovation - The company aims to raise technical barriers by adopting a true AI company organizational structure, focusing on embodied perception, foundational models, reasoning chips, and operating systems [1]. - The goal is to create a comprehensive software ecosystem where all applications run on vehicles, not just customized solutions [1].

Company Overview - CICC maintains an "outperform" rating for Li Auto-W (02015), with target prices of 100 HKD and 26 USD, corresponding to P/E ratios of 29x and 25x for 2026 earnings, indicating an upside potential of 52% and 56% respectively [1] - The company has faced sales challenges, which are considered to be largely priced in, and is expected to initiate operational adjustments in the second half of 2025 [1] Product Strategy - The company plans to launch upgraded versions of several range-extended models in 2026, focusing on increasing battery capacity for improved electric range, integrating self-developed high-performance AI chips, and enhancing flagship model aesthetics [2] - Despite facing a challenging market environment in late 2025 and early 2026, the company is advised to focus on the upcoming range-extended vehicle cycle starting in the first half of 2026 [2] AI and Robotics Development - The company has restarted recruitment for its robotics division, aiming to develop humanoid robots for specific industrial applications, with a notable hire in January 2024 [2] - The company is recognized for its leadership in smart driving technology and has made significant technical breakthroughs in collaboration with Tongji University [2] - With ample cash reserves and a focus on expanding into the broader AI ecosystem, the company is exploring various AI applications, as evidenced by the launch of its smart glasses, Livis, and the renewed focus on robotics [2]

Core Viewpoint - CICC maintains an "outperform" rating for Ideal Automotive-W (02015), with target prices of 100 HKD and 26 USD, indicating potential upside of 52% and 56% respectively based on 2026E P/E ratios of 29x and 25x [1] Group 1: Company Current Status - By 2026, the past sales setbacks are considered largely priced in, with operational adjustments expected to begin in 2H25 [2] - Focus on the 2026 L series range extender model upgrades and the potential of AI ecosystem developments in AI glasses and robotics [2] Group 2: Product Strategy - The company plans to launch upgraded range extender models in 2026, with key upgrades expected to include increased battery capacity for extended electric range, self-developed high-performance AI chips, rear-wheel steering, and enhanced differentiation for flagship models [3] - The company has maintained industry-leading product definition capabilities and has made effective adjustments in product and channel strategies [3] Group 3: AI Ecosystem and Robotics - The company has restarted recruitment for its robotics business, bringing in industry expert Liao Pingping to lead the development of humanoid robots for specific industrial applications [4] - The company is at the forefront of smart driving technology development and has achieved several technical breakthroughs in collaboration with Tongji University [4] - The company has ample cash reserves and is focused on expanding from automotive to a broader AI ecosystem, as indicated by the launch of smart glasses Livis and the resumption of robotics recruitment [4]

同样都是2000MPa热成型钢，理想通过自研材料，获得了1500MPa弯曲角，在冲击测试中，可以不断 裂，有最好的吸能。 和特斯拉一样，理想是行业中极其罕见的专门建立材料博士研究员团队，潜心研究各类创新材料群， 形成底层技术领先。 理想是新能源车企中少有的将材料和底盘、电池列为同等级部门的企业，因为理想认为材料是底层科 学，能从根本上提升整车性能，达到更高的效率和天花板。 举三个例子： 理想已经自研了三代自研不锈钢UFHS-X用于高压油箱，此前油箱可能会面临底部的一些戳穿，理想 现在开发的材料强度提高1倍，通过高分子材料解决摩擦异响和振动，在底层把材料配方改了。 TOP2在与理想材料技术负责人段吉超交流过程中得知，理想是 理想是自研材料种类最多、量产应用 最广的车企，没有之一。一位群友是某直接供应商，反馈理想是最早尝试把铝合金电池pack上盖更换 成玻纤复合材料的车企，已完成新材料全面替代，当前在电池pack材料中已实现大幅度降本降重成 果。横向对比各家车企，在材料应用的更新验证速度上，理想是反应最快的先驱者之一。 目前首发行业创新材料30+，申请百余项专利，覆盖电驱、增程、车身等各大系统。 汽车大约涉及上千 ...