一周一刻钟，大事快评（W116）：理想，蔚来，东风集团股份

Investment Rating - The report maintains a positive outlook on the automotive industry, specifically recommending a focus on companies like Li Auto and NIO, as well as Dongfeng Motor Group [2][3][5]. Core Insights - The recent disputes between Li Auto and NIO are seen as beneficial for both companies, enhancing their brand marketing and consumer engagement [3][4]. - The introduction of the 700T chip in XPeng's cockpit signifies a shift towards independent thinking in vehicle technology, with Li Auto and Huawei positioned as leaders in this area [3][4]. - Dongfeng Motor Group is undergoing a significant transformation, shifting from a commercial vehicle focus to a passenger vehicle-led structure, with strong growth expected in 2025 [5]. Summary by Sections Li Auto and NIO - The competitive dynamics between Li Auto and NIO are expected to drive positive outcomes for both, with Li Auto's AI capabilities set to enhance its product offerings by the end of August [3][4]. - NIO's L90 model, supported by Battery-as-a-Service (BaaS), aims to deliver a premium experience at a mid-range price, with anticipated monthly deliveries exceeding 10,000 units [3][4]. Dongfeng Motor Group - Dongfeng is transitioning its revenue model from commercial vehicles to passenger vehicles, with significant contributions from its high-end brand, Lantu [5]. - The company is expected to see a recovery in its commercial vehicle segment due to the implementation of vehicle replacement policies, projecting a notable revenue increase in 2025 [5]. Investment Recommendations - The report suggests focusing on domestic leading manufacturers such as BYD, Geely, and XPeng, as well as companies with strong performance growth and international expansion capabilities in the parts sector [3][5].