LI AUTO(US:LI) 雷峰网·2025-07-18 00:42Group 1 - Meituan's CEO Wang Puzhong emphasized that the food delivery industry is entering an irrational state, and he urged competitors not to be misled by simple numbers. He stated that Meituan can achieve any order volume with lower costs if they choose to adopt aggressive subsidy strategies [4][5]. - Wang revealed that Meituan estimates Ele.me's cumulative losses exceed 150 billion yuan, comparing Alibaba's recent 50 billion yuan subsidy to a gambler trying to recover losses [5]. - Li Xiang, CEO of Li Auto, announced the abandonment of the Huawei PBC performance management model in favor of the OKR model, aiming to simplify assessments and reduce employee anxiety [7]. Group 2 - ByteDance's Seed visual head Yang Jianchao announced a temporary break, with Zhou Chang taking over his responsibilities. This change is speculated to be due to personal reasons or burnout from high work intensity [8][9]. - Meituan has launched a nationwide pension insurance subsidy for delivery riders, allowing them to choose their payment locations and ensuring automatic qualification for those meeting income criteria [11]. - Li Auto's i8 model has opened for small reservations, with a price range of 350,000 to 400,000 yuan, and the official price will be announced on July 29 [12]. Group 3 - The competition in the six-seat electric SUV market is heating up, with Tesla's Model Y L entering the fray, prompting responses from Li Auto and NIO regarding their upcoming models [13]. - The automotive industry is facing a crisis of homogenization, with SAIC's executive highlighting the need for unique designs to avoid a "copy-paste" phenomenon in vehicle aesthetics [20]. - Xiaomi's upcoming smartphone, the Pura 80, is expected to be priced below 4,000 yuan, which could pose significant pressure on competitors [16][17]. Group 4 - Nvidia has resumed sales of its H20 chip in China, which is a modified version of its high-end H100 chip, following previous export restrictions [23]. - OPPO is collaborating with Hasselblad to develop a new imaging system for its upcoming Find X9 series, expected to launch in Q4 [24]. - WeRide has launched its Robobus in Singapore, marking the first fully unmanned operation of an autonomous vehicle in Southeast Asia [26].