【#理想产品负责人回应产能##理想产品负责人称i8生产不受i6影响#】今日，理想汽车i6负责人李昕旸 发文介绍i6的最新提车周期情况，"我们将在今天14:00左右，给所有昨天13:00到今天13:00之间完成锁 单的用户刷新预计交付时间"。 他还透露，今年的产能依旧是够的，请大家放心。 早些时候，理想汽车i8负责人张骁也发文表示，理想i6自26日发布以来定单持续火爆，供不应求，但理 想i8和i6都拥有独立完整的产线，理想i8的生产节奏并不会因此受到影响。（电车界） ...

Investment Rating - The report maintains a positive investment rating for the automotive and automotive parts industry, particularly focusing on quality domestic brands and emerging technologies [5]. Core Viewpoints - The automotive industry is undergoing significant transformation driven by smart electric vehicles and autonomous driving technologies, with a recommendation to focus on key players such as BYD, Geely, Xpeng, and others [10][11]. - The report highlights the importance of the T-chain in the robotics sector, particularly with Tesla's upcoming Optimus V3, which is expected to significantly impact the market [12][16]. - The report emphasizes the growth potential in the liquid cooling market, driven by the increasing demand for high-performance computing and AI technologies [20][22]. Summary by Sections Weekly Overview - The automotive sector underperformed the market, with a decline of 1.2% in the A-share automotive sector from September 22 to September 26, ranking 19th among sub-industries [32]. - Passenger car sales for the third week of September 2025 reached 516,000 units, a year-on-year increase of 13.4% and a month-on-month increase of 12.6% [44]. Passenger Vehicles - The report suggests that the continuation of vehicle replacement policies will stimulate domestic demand, with a focus on quality domestic brands like Geely, Xpeng, and BYD [13]. - The introduction of new models, such as the AITO M7 and Li Auto i6, is expected to drive sales growth in the high-end market segment [11][14]. Robotics - The report identifies the T-chain as a core focus area, with significant developments expected from Tesla's Optimus V3, which aims to produce hundreds of prototypes by the end of 2025 [12][16]. - The report also notes the acceleration of the domestic robotics sector's IPO processes, which could serve as a catalyst for market sentiment [19]. Liquid Cooling - The global liquid cooling market is projected to grow at a compound annual growth rate of 27.6% from 2024 to 2030, driven by the demand for high-performance computing [20]. - Liquid cooling technology is becoming essential for data centers, especially as AI computing power increases [22]. Motorcycles - The motorcycle market is experiencing rapid growth, particularly in the mid to large displacement segments, with sales of 250cc and above motorcycles reaching 84,000 units in August 2025, a year-on-year increase of 23.6% [23][24]. - The report recommends focusing on leading companies in the mid to large displacement motorcycle segment, such as Chunfeng Power and Longxin General [24]. Heavy Trucks - The heavy truck market is seeing a resurgence in demand, with sales of 92,000 units in August 2025, a year-on-year increase of 46.6% [26]. - The expansion of vehicle replacement subsidies is expected to further stimulate demand in the heavy truck sector [27]. Tires - The tire industry is benefiting from strong domestic and international demand, with leading companies expected to continue expanding their global presence [28][30]. - The report highlights the importance of technological advancements and product optimization in maintaining competitiveness in the tire market [29].

Investment Rating - The report maintains a positive investment outlook across various sectors, particularly in hydrogen energy, wind power, and lithium batteries, indicating strong growth potential and investment opportunities [1][2][3][4][5][6][9][23]. Core Insights - The energy revolution is shifting focus towards decarbonization in non-electric sectors, with green hydrogen and methanol as key pathways, presenting multiple investment opportunities in production and equipment [1][5][6][7]. - The wind power sector is experiencing significant developments, with major projects in Italy and Thailand, indicating robust overseas expansion for leading companies [9][10][11][12]. - The lithium battery market is witnessing strong demand driven by the energy storage sector and the upcoming peak consumption season for electric vehicles, leading to price increases [23][24]. Summary by Sections Hydrogen and Fuel Cells - The market is recognizing the potential of green hydrogen and methanol, with significant growth expected in various applications such as transportation and chemicals [1][5][6][7]. - The demand for green methanol in shipping is projected to rise, with regulatory frameworks supporting its adoption [7]. Wind Power - Major investments in floating wind projects in Italy are set to commence, with expectations for significant contributions to the European offshore wind market [9][10]. - Companies like Mingyang and Goldwind are expanding their overseas operations, enhancing their competitive edge [11][12]. Lithium Batteries - The lithium battery sector is entering a strong demand phase, with significant procurement activity from end-users in both energy storage and electric vehicles [23][24]. - The market for lithium hexafluorophosphate (6F) is experiencing price increases due to tight supply conditions [23][24]. Electric Grid and Industrial Control - The export of major electrical equipment is on the rise, with significant growth in transformers and high-voltage switches, indicating a long-term positive outlook for overseas demand [26][27]. - Companies in the industrial control sector are launching new products aimed at enhancing efficiency and performance in robotics [28][29]. New Energy Vehicles - The domestic market for new energy vehicles is showing strong sales growth, with significant increases in both retail and wholesale volumes [30].

夜晚高速条件下，面对故障车、行人，甚至是我们人类驾驶员都很难发现的塑料袋，理想的AES功能都 能做到准确识别和精确避让，理想之所以能做到这些，应该是因为他们一直把安全作为第一优先级来造 车。 ...

Group 1 - QQ Music collaborates with Dolby Laboratories and Li Auto to launch the new English single "PRESSURE" in Li Auto vehicles, marking a global premiere [1][3] - All current models of Li Auto support Dolby Atmos, enhancing the audio experience for users [1] - The collaboration integrates music content with advanced audio technology in the automotive space, providing a new cross-industry cooperation model [3] Group 2 - "PRESSURE" is a significant single from Tia Yuan's new English album, showcasing her unique musical style and artistic pursuit [1] - The use of Dolby Atmos technology allows for a detailed restoration of musical elements, offering a multi-dimensional sound experience for drivers [1]

Core Viewpoint - The automotive market is experiencing a surge in new model launches and intense competition ahead of the National Day holiday, with a focus on large six-seat SUVs, indicating a shift in consumer preferences towards family-oriented vehicles [1][2][4]. Group 1: New Model Launches - On September 26, seven new models were launched or announced, including the Tengshi N8L, Li Auto i6, and Volvo XC70, all of which are new models rather than facelifts [1]. - Among the seven models, five are mid-to-large SUVs, highlighting the popularity of this segment in the current market [2]. Group 2: Market Trends - The large six-seat SUV segment is particularly hot, with nearly one-third of new models launched in September being in this category, including the Tengshi N9 and the new Aito M7 [2]. - Sales of large six-seat SUVs reached approximately 60,000 units in August, with projections suggesting this could exceed 80,000 to 90,000 units by December [2]. Group 3: Consumer Preferences - The Tengshi brand has successfully targeted family users, with 40% of Tengshi D9 buyers being families, significantly higher than the average for MPVs [3]. - The introduction of the Tengshi N8L at a lower price point than the N9 reflects a strategic move to capture a broader market share in the family-oriented SUV segment [3]. Group 4: Competitive Landscape - The automotive market is entering a "white-hot" competition phase, with brands like Aito and Li Auto extending their operating hours to maximize sales during the peak season [4]. - At least 30 new vehicles have been launched in September, coupled with promotional policies from local governments and companies, further stimulating consumer interest [4][5].

要闻提示 NEWS REMIND 1. 深圳疆拓国庆前补班遭员工投诉，公司反手调整放假制度，取消14天年假福利和所有额外假期 2. 顺丰总裁豪掷1.2亿感谢十年以上老员工：共计10万人 最高3000元 3. 小米17破今年国产手机首销纪录，卢伟冰：标准版被低估了 4. 董事长朱江明被限高，零跑汽车被列为失信被执行人！官方回应 5. 追觅汽车获超150亿元订单 6. 23.98万的理想i6真要卖爆了！高管：5分钟大定10000台 7. 三星家族CJ会长被曝借"秘密派对"挑选年轻女性，韩媒：每周都玩 8. xAI起诉OpenAI：指控其挖角八名员工窃取商业机密 今日头条 HEADLINE NEWS 深圳疆拓国庆前补班遭员工投诉，公司反手调整放假制度，取消14天年假福利和所有额外假 期 据媒体报道，深圳市疆拓商贸有限公司（以下简称"深圳疆拓"）因此前台风放假耽误了工期，要求员工在 27日（周六）当天补班一天，结果被员工投诉至劳动部门。当天该公司发布通知，满足员工要求，27日不 调班，但将调整公司放假制度，取消员工14天年假福利及所有额外假期。此事引发网友讨论。 通知中称，疆拓过往一直遵守国家法定法规，自从2018年 ...

Group 1 - Zong Fuli's application for the "Wawa Xiaozong" trademark has entered the opposition procedure, as the trademark is currently under review by the National Intellectual Property Administration [3] - Leap Motor has responded to reports of being listed as a dishonest executor due to a contract dispute, confirming that it has paid the full amount of 3,618,085.25 yuan [4] - Neta Auto's restructuring process has seen only one potential investor meet the requirements to submit a complete application, following an increase in the application threshold [5] Group 2 - BMW is recalling over 330,000 vehicles due to potential short circuit risks in starter motors, with more than 130,000 affected in Germany alone [6][7] - Xiaomi's 17 series achieved record sales within five minutes of launch, setting a new record for domestic smartphone sales [7] - Hebei province's Shijiazhuang Institute of Technology is undergoing bankruptcy restructuring, with the government taking over to ensure normal operations [10] Group 3 - Apple is reportedly developing an internal testing application similar to ChatGPT for a major upgrade of Siri, currently named Veritas [12] - GAC Fiat Chrysler is preparing for its sixth asset auction, with core assets divided into two packages, one for land and buildings starting at 600 million yuan and another for production equipment starting at 200 million yuan [12][13] - Li Kaifu emphasized that DeepSeek's contribution to China's AI development lies in fostering an open-source ecosystem [12] Group 4 - SAIC Group predicts that by 2030, the penetration rate of new energy vehicles in China will reach 70%, with a significant market share still held by fuel vehicles [12] - The demand for camera and drone rentals has surged ahead of the National Day and Mid-Autumn Festival holidays, particularly in Guangdong and Zhejiang provinces [12] - Tesla has begun delivering its first vehicles in India, all sourced from its Shanghai Gigafactory [12] Group 5 - Meta is focusing on humanoid robots as its next major investment, with software development being the current bottleneck [16] - Anthropic plans to double its international workforce and expand its AI team fivefold by 2025 due to increased demand for its Claude AI model [16] - Lucid Motors anticipates needing additional funding by 2026, as it transitions to a fleet management model [16] Group 6 - Lotus Group's CEO stated that achieving breakeven requires annual sales of 30,000 units, with plans to launch a D-class SUV by 2026-2027 [17] - Meituan's international food delivery brand Keeta has launched operations in the UAE, marking its third entry into the Middle East within 40 days [17] - The collectible card market in China is expected to see significant monetization, with the top five companies holding 82.4% of the market share [17] Group 7 - Samsung's Galaxy S26 Ultra is set to feature a rounded design, with adjustments made to the S Pen to match this aesthetic [21] - Ideal Auto has launched its new generation five-seat pure electric SUV, the Ideal i6, priced at 249,800 yuan, featuring advanced driving assistance and a long range [23] - The UK automotive industry reported its lowest production levels in nearly 70 years, with August output down 18.2% year-on-year [25]

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 9月26日，目前理想汽车旗下最小的一款纯电车型理想i6正式上市。i6全系只有一款车型、一 个价格，售价24.98万元。10月31日前为首销期，新车将于9月27日起开始交付。 关注i 6的用户超1 0万，i 6上市前7 2小时全纪实 三个月销量承压后，理想i6是理想背水一战的纯电产品 。 为此，理想拿出了满满的诚意。首 销期内，理想i6直减1万元，价格为23.98万元，还标配后驱、空悬、VLA和冰箱，续航为 720km。 空间方面，理想i6长4.95米，轴距3米，远超特斯拉 Model Y，后者长4.8米，轴距2.98米。但 在价格上，理想i6比 Model Y便宜 1.37万元。 在i6的发布上，理想采取了一种新型的发布方式——跳过小订阶段，直接上市发布，用户有7 天的时间犹豫决定是否锁单。一位理想内部的员工告诉《21汽车·一见Auto》，在9月25日官宣 首位品牌代言人之前，后台显示，全国关注i6这款产品的用户已经超过10万名，是理想汽车热 度攀升最高 ...

Core Insights - The launch of the Li Auto i6, priced at 249,800 yuan, is seen as a critical move for the company after three months of declining sales, with a promotional price of 239,800 yuan during the initial sales period [2][3] - The i6 features a range of 720 km and dimensions that surpass the Tesla Model Y, while being priced lower by 13,700 yuan [2] - The company has adopted a new marketing strategy by skipping the pre-order phase and allowing customers a 7-day decision period [2][4] Sales and Production - Internal reports indicate that the i6 has already surpassed the initial sales figures of the L9 model, with significant interest from both external customers and internal employees [3] - The production capacity for the i6 is projected to be between 45,000 to 50,000 units for the year, with a ramp-up plan that includes 7,000 units in September and 13,000 units in October [3][4] - The company aims to deliver 50,000 units within three months, which is considered a modest target but crucial for establishing a foothold in the electric vehicle market [6] Market Strategy - The i6's launch strategy emphasizes a steady approach rather than an aggressive marketing blitz, with a focus on maintaining a consistent sales rhythm [5] - The company has learned from past product launches, opting to focus on fewer models to avoid overwhelming potential customers with choices [9][10] - The decision to eliminate the i7 model was based on market demand and the realization that the i6 and i8 better meet consumer needs in the current economic climate [10]