原作者：抖音用户上车行 原视频链接：https://v.douyin.com/cPpLIUJ5v2M/ 压缩版： 这是不是理想的大模型方向的座舱产品经理，认为理想座舱智能化水平是行业绝对的标杆。 包括但不限于MindGPT-40,Duplex全双工，理想同学的整体交互与体验细节，小同桌，任务大师，桌 面大师，agent助手，美观的思维链可视化表达。 认为小同桌绝不只是一个简单的闲聊对话。理想的任务大师可以非常精细化的去打通整车的各类软硬 件信号。 理想很多地方细节是尽可能短的去实现，友商会更容易要通过10秒20秒来实现。 文字版： 昨天理想正式开始推送了OTA8.0的版本，恰巧这两天其实我也在写内部的汇报材料，憋了好几天有 感而发一些东西，跟大家在开车的时候来去聊一下。 包括其实这个点我之前就出过一个视频单独去说过，像DeepSeek出来之后，各家车企争先恐后得去 宣布自己去接入DeepSeek，然后呢？你的座舱交互，你的语音交互依旧烂的跟一坨屎一样，你就是 简单去做了一个大模型的百科接入，基本上什么意义都没有。 所以再从另一个角度来说，如果我现在说的这些名词或者说这个产品功能大家并不是特别熟悉的话， 我觉得 ...

Group 1 - The company is seeking a senior AI product manager with a competitive salary and a collaborative team environment focused on product innovation [2] - The role involves managing AI applications across multiple platforms, including LLM and AIGC, with a focus on user interaction and comprehensive solution planning [3] - The company emphasizes a real and open team atmosphere that encourages valuable ideas and rapid market feedback [2] Group 2 - Candidates should have over 3 years of experience in AI product applications or strategy, particularly in scenarios with over 10,000 daily active users [4] - Strong project management skills are required to lead complex projects to successful completion [5] - The ideal candidate should possess excellent data analysis and logical thinking abilities, with a deep understanding of user needs [6] Group 3 - The company values proactive learning and the ability to adapt to industry changes and emerging applications [7] - Candidates should demonstrate clear logic and the ability to think systematically to solve problems and coordinate complex business operations [8]

Market Overview - Asian equities advanced as the U.S. dollar weakened, indicating a positive market sentiment [2] - The Hong Kong High Court allowed Evergrande's liquidators access to founder Xu Jiayin's $7.7 billion in assets amid ongoing restitution efforts from offshore bondholders [8] Chinese Policy Measures - Following President Xi's article on a "unified national market," the Ministry of Commerce and nine agencies introduced "Several Measures for Expanding Service Consumption" to boost domestic demand [3] - The measures include support for tourism, cultural activities, sporting events, and childcare subsidies, aiming to encourage consumers to "purchase in China" [4] Company Performance - Trip.com Group Limited (TCOM) rose by 4.09% and Meituan gained 3.03%, benefiting from the new consumption policies [4] - Alibaba Group Holding Limited (BABA) was the most heavily traded stock in Hong Kong, declining by 0.71% after announcing a $60 million investment in AI video generation startup Aishi Technology [5] - Tencent Holdings Limited (0700 HK) saw a slight increase of 0.23%, attributed to the success of its AI initiatives, with significant growth in daily average users of its AI assistant [6] Electric Vehicle Sector - Electric vehicle stocks performed well, with BYD Company Limited rising by 1.67%, Li Auto Inc. climbing by 2.61%, and CATL increasing by 2.58% [7] Market Dynamics - The rally in Chinese stocks may pose challenges for active managers who are underweight in this sector as quarter-end reporting approaches [9]

一个汽车行业的共识是：汽车行业正处于残酷的大洗牌时期，未来将只有5家汽车公司。 传统汽车巨头目标是"活下去"、明星新势力则在ICU门口进进出出、曾经辉煌过的品牌接连倒闭重组。在这个现存车企都忙着努力求生的时间点，一波一 波新面孔却逆势登场了。 单是今年，许多跨界造车的品牌频繁出现在公众视野中：5月，吉祥航空母公司旗下品牌吉祥汽车推出首款纯电动轿车吉祥AIR；7月，超威电池投资的昇 麒汽车，发布首款光伏发电汽车；8月，做智能清洁设备的追觅科技官宣造车，首款超豪华纯电产品对标布加迪威龙，9月还前往德国为工厂选址…… "我的底线是老干妈造车"、"我觉得南孚造车才是优势所在"、"退一万步说，蜜雪冰城就不可以造车吗"……这些戏谑的评论总结起来其实是一个疑问：造 车的门槛在哪里？ 「电厂」参考了蔚来、小鹏、理想、零跑四家企业的财报与其它信息，尝试回答：一个门外汉从零起步，要打造一个能活下去的汽车新品牌，到底需要多 少资金？答案是：至少300亿元。 假设新品牌的管理较为优秀，成功实现了第一款车的量产，接下来就是销售。从销售渠道来看，有直营、经销和混合三种模式，直营的成本最高，一家直 营店每年的运营成本高达400-500万元 ...

⑦ 【标普：预计本周美联储和加拿大央行均将降息25个基点】标普预计，在就业数据降温、通胀居高 不下的情况下，本周美联储将降息25个基点，将利率降至4%至4.25%，预计第四季度将再次降息。该机 构还预计，加拿大央行将降息25个基点至2.5%，今年可能至少还会再降息一次。 ⑧ 【理想i6定档9月26日发布】 理想汽车官微发布消息称，新形态五座SUV理想i6将于9月26日正式发 布。据悉，理想i6采用一体式鲨鱼形态、上下双色车身，整体外观看上去与理想i8类似，不过更加低 趴、更加运动。理想i6拥有克制的车身尺寸，车长4.95米，车内纵向可用空间超3.3米。 ⑨ 北京时间20:30，美国8月零售销售环比发布。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ④ 【谷歌母公司Alphabet盘前涨超1%】谷歌母公司Alphabet盘前涨超1%。消息面上，花旗将该股的目 标价从225美元上调至280美元。 ⑤ 【Webtoon Entertainment盘前涨近50%】网络漫画公司Webtoon Entertainment盘前飙升近50%。消息面 上，迪士尼拟购入Webtoon的2% ...

Core Insights - The automotive industry is undergoing a brutal reshuffle, with predictions that only five companies will survive in the future [1] - Traditional automakers are focused on survival, while new entrants are emerging despite the challenges [1] - The entry barrier for new automotive brands is estimated to require at least 30 billion yuan [1] Group 1: R&D and Manufacturing Costs - The first step in car manufacturing is R&D, with costs varying significantly based on company positioning; for instance, NIO spent 1.465 billion yuan in its first full fiscal year [2] - New brands often lack production qualifications and typically choose to outsource manufacturing; NIO invested over 220 million yuan in 2018 for its production line [2] - Component costs are a major expense, with raw material costs consistently accounting for over 90% of total costs for companies like Leap Motor [4] Group 2: Sales and Marketing Expenses - Sales channels can be direct, dealer-based, or mixed, with direct sales being the most expensive, costing 4-5 million yuan annually per store [4] - Marketing expenses for launching a new vehicle can range from 50 million to 200 million yuan, with total sales and management costs averaging around 3 billion yuan for the first vehicle [5] - New brands must continuously invest in R&D, marketing, and sales to survive, with cumulative financing often exceeding 10 billion yuan before reaching IPO [5][8] Group 3: Financial Viability and Challenges - New brands face significant financial challenges, with companies like Neta Motors reporting cumulative losses of 18.3 billion yuan from 2021 to 2023 [7] - Achieving profitability is a long journey, with companies like Li Auto and Leap Motor taking two years to reach breakeven [7] - The total investment required for a new automotive brand to reach profitability is estimated at around 30 billion yuan, considering R&D, manufacturing, and operational costs [8] Group 4: Market Dynamics and New Entrants - The influx of new automotive brands is notable, but only those with substantial financial backing, like Xiaomi with 100 billion yuan, are likely to succeed [9] - Some new entrants are opting for niche markets such as supercars and logistics vehicles to avoid direct competition [9] - Historical examples, such as Saleen Automotive, illustrate the risks of entering the automotive market without adequate financial planning [9]

导读：在当前销量承压的背景下，理想i6或将成为理想提振四季度业绩的关键变量。 （文 / 观察者网 周盛明 编辑 / 高莘） 2025年9月16日，理想汽车创始人、董事长兼CEO李想在社交媒体上表示，将在9月26日正式发布理想 i6。 对于i6的用户定位，李想表示i6"将是理想家族最适合年轻人的车型"。 此外，李想还表示现在的五座纯电SUV，更多的是以Model Y和小米YU7为代表的两种风格，他认为"理 想i6是第三种"。 李想预告理想i6 社交媒体截图 根据此前工信部新车申报目录透露的信息，理想i6将全系配备87.3kWh磷酸铁锂电池，全系具备5C超充 能力。 此外，理想i6双电机四驱车型WLTC工况续航为660km；单电机后驱车型WLTC工况续航为 710km/720km。 | 32 | | SC7000AAAMBEV | A07 | 纯电动轿车 | રેરેપ | 1805 | 399 | 56.12 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | SC6519AAADBEV | 跨越显光 | 纯电动多用途乘用车 | 305 ...

Core Insights - Li Auto's CEO Li Xiang announced the launch of the new model, Li Xiang i6, which aims to provide a third style of five-seat pure electric SUVs alongside competitors like Model Y and Xiaomi YU7 [1][3] - The Li Xiang i6 is positioned as a "new form five-seat SUV" with a length of 4.95 meters and an interior longitudinal space exceeding 3.3 meters [3] - The vehicle features a unique design with an integrated shark shape and a two-tone body, combining technology and sportiness to create a distinctive SUV symbol [4] Product Details - The Li Xiang i6 will be officially launched on September 26, with details revealing it will be equipped with the new generation 5C lithium iron phosphate battery and an 800V high-voltage pure electric architecture, capable of charging 500 kilometers in just 10 minutes [7] - The i6 will offer options for intelligent rear-wheel single motor and intelligent four-wheel dual motor versions, with the rear-wheel version having a power output of 250 kW and the four-wheel version having a combined power output of 400 kW [7] Sales Targets - Li Auto aims for the i6 to achieve stable monthly sales of 9,000 to 10,000 units, while the i8 is targeted to stabilize at 6,000 units per month, contributing to an overall target of 18,000 to 20,000 units per month for its pure electric models by 2025 [8]

本轮密集的新车投放覆盖了5万元至50万元的各个主流价格区间，竞争态势已蔓延至整个乘用车市场。 在10万元左右的入门级与经济型市场，荣威M7 DMH、风云X3L、吉利新款星瑞、星越L、极狐T1等多 款车型将相继上市，主打高性价比、"智驾平权"，吸引首次购车的年轻消费群体。 20-30万元价格区间的竞争更为激烈。例如，即将上市的全新问界M7自开启预售起，1小时内小订数量 突破10万辆，24小时内累计达到19万辆，市场热力十足。理想汽车推出的第二款纯电SUV理想i6，被理 想汽车创始人李想称为"中大型五座纯电动SUV中最具竞争力的产品"，理想汽车总裁马东辉更是明确表 示，该车型有望成为理想在纯电市场的主力销量担当。同时，沃尔沃XC70、奥迪E5 Sportback等豪华品 牌全新车型，针对中国用户需求进行了深度优化，一改过去的形象，成为豪华品牌中颇具革新意义的新 能源产品。 而在35万元以上的高端市场，则有蔚来全新ES8、极氪9X、享界S9T、新款岚图梦想家、腾势N9等中大 型新能源车及MPV集中上市，以产品力挑战传统豪华品牌，试图在细分市场中争取更多份额。 步入九月，汽车市场迎来密集的新品发布期。据新华财经不完全 ...

Group 1 - The automotive market is experiencing a surge in new car launches, with at least 30 new models expected to be released in September alone, marking the beginning of a competitive sales season in the fourth quarter [1] - The new car launches cover a wide price range from 50,000 to 500,000 yuan, intensifying competition across the entire passenger vehicle market [2] - Several automakers are implementing promotional strategies, including price reductions and financing offers, to stimulate demand during the "Golden September and Silver October" sales period [3] Group 2 - The "Golden September and Silver October" period is traditionally a peak time for car purchases, with the upcoming National Day holiday seen as a critical window for boosting sales [4] - The impending changes to tax policies for electric vehicles are prompting consumers to accelerate their purchasing decisions, as the exemption on vehicle purchase tax will be reduced starting January 2026 [4] - Multiple regional auto shows during the National Day holiday are expected to further energize the market, with over ten cities hosting events that could stimulate local consumption [5] Group 3 - The current competitive landscape in the Chinese automotive market requires companies to focus on product strength, user experience, and differentiation to succeed, rather than relying solely on price promotions [5]