中国青年报客户端讯（中青报·中青网记者 王志远）近两年，增程车凭借"可油可电"的特性，有效缓解 了新能源汽车用户的续航焦虑与充电设施不足等痛点，越来越多的车企将增程车视为战略突破点。8月 15日，新一代智己LS6开启预售，推出超级增程和纯电双动力版本共四款车型，预售价格为21.99 万-28.99万元。 辅助驾驶方面，Momenta赋能的IMAD3.0，为新一代智己LS6带来全国都能用的"无图NOA"功能。另 外，新一代智己LS6还将搭载基于英伟达Thor芯片的辅助驾驶方案，配备520线激光雷达，为用户带来 更丝滑流畅、安全可靠的辅助驾驶体验。 统计数据显示，今年上半年的国内车市中，智己LS6在中大型纯电SUV领域位居第二、全新智己L6则在 20万元以上中大型纯电轿车领域跻身月销量"TOP3。刘涛透露，新一代智己LS6将于9月10日上市并开启 交付。 来源：中国青年报客户端 据介绍，智己"恒星"超级增程是上汽集团与宁德时代联手实现的重大技术突破。作为首搭车型，新一代 智己LS6拥有超过1500公里的续航里程。 此外，新一代智己LS6搭载66kWh超级骁遥MAX电池，CLTC纯电续航里程突破450公里。800V ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 智己汽车发布"恒星"超级增程技术 8 月 1 日，智己汽车首发上汽自研的增程技术——"恒星"超级增程，正式进军增程市场。搭载这一技术的智己首款增程车型为新一代智己 LS6 ，将于 8 月 15 日全球首秀，定位豪华旗舰车型的直接 LS9 计划于今年四季度公布。 恒星超级增程采用行业最大" 66kWh 800V 增程电池方案"， CLTC 纯电续航超 450 公里。其电池为智己汽车联合宁德时代共同开发的"超级骁遥 MAX 电 池"，所采用的 800V 超快充高压平台，峰值充电功率 268kW ， 15 分钟续航里程增加 310 公里（ CLTC ）。 恒星超级增程搭载 1.5T 增程专属发动机，亏电油耗 5.32L/100km 亏电油耗，综合能耗 2.07L/100km ，且增程系统搭载 AI 能源管理系统，智能调配最佳 储备功率，综合续航可超 1500km （ CLTC ）。 智己汽车发布"恒星"超级增程技术； 东风整 ...

Group 1: Design Logic of Extended-Range and Pure Electric Vehicles - The target customers for extended-range vehicles are fuel vehicle users, such as Toyota Highlander, with pricing comparable to mainstream fuel models [1] - Extended-range vehicles have comprehensive advantages over fuel vehicles in terms of product strength and user experience [1] - Pure electric vehicles target fuel vehicle users, extended-range users, and other pure electric users, such as Mercedes-Benz GLE, Li Auto L9, and Tesla Model X [2] - Pure electric vehicles offer a better driving experience compared to fuel vehicles but have disadvantages in charging experience compared to both fuel and extended-range vehicles [2][3] - The challenge lies in converting users from extended-range vehicles to pure electric vehicles due to two main disadvantages: charging experience and price [3] Group 2: Competitive Positioning and Market Strategy - In cases where price differences are not significant, most users will prefer extended-range vehicles, especially in higher price segments [5] - The design of the Li Auto i8 aims to create a significant space advantage over its extended-range SUV, the L8, potentially rivaling the L9 [6] - Users who prioritize charging experience will choose the extended-range series, while those who require more space will opt for the pure electric series [8] - The competitive advantage of the Li Auto i8 against other brands' extended-range products is its superior internal space [9] - Huawei's vehicles, such as the M9, have a competitive edge due to their larger dimensions, which allows for more flexibility in future product designs [10] Group 3: Market Dynamics and Consumer Behavior - The construction of supercharging stations is crucial for maintaining competitive advantages against rival products [12] - The low sales figures for pure electric vehicles compared to extended-range vehicles can be attributed to the lack of compelling reasons for consumers to choose a product with inferior charging experience but similar other features [13] - The design starting point for the Li Auto i8 is to create an extreme cabin space compared to the extended-range model, which presents a more challenging market entry strategy [13]

Core Viewpoint - The article highlights the entrepreneurial journey of Li Xiang, founder of Li Auto, emphasizing his philosophy of "controlling one's destiny and challenging the limits of growth" as a guiding principle throughout his career [2][36]. Group 1: Early Career and Challenges - In 1997, Li Xiang started his first venture, "显卡之家" (Graphics Card Home), showcasing remarkable insight and execution, leading to significant traffic and revenue growth [4]. - By 2000, the website was rebranded as "泡泡网" (PaoPao.com), achieving over 20 million in annual revenue and a valuation exceeding 200 million [4]. - The SARS outbreak in 2003 led to a crisis where 95% of employees resigned, prompting Li to realize the importance of team dynamics and human resource management [5][6]. Group 2: Transition to Automotive Industry - In 2004, sensing a ceiling in the IT industry, Li decided to pivot to the automotive sector, launching "汽车之家" (Autohome) in 2005, targeting novice car buyers rather than enthusiasts [6][7]. - Despite initial losses, the company faced a severe cash flow crisis during the 2008 financial crisis, leading to a critical decision to bring in external investment to maintain control and ensure survival [6][7]. Group 3: Founding of Li Auto - In 2018, amidst financial strain, Li Auto began developing the "理想ONE" (Li ONE), focusing on family-oriented features that traditional automakers overlooked [9][11]. - The decision to adopt a range-extended electric vehicle (REEV) technology was met with skepticism but was based on a deep understanding of family user needs, addressing long-distance travel concerns [12][13]. Group 4: Product Development and Innovation - Li Auto's product strategy emphasizes a "full configuration" approach, avoiding traditional optional features to enhance user experience and maintain equity [18][19]. - The company achieved significant milestones, including the launch of the world's first mass-produced vehicle with four-zone voice recognition technology [14][19]. Group 5: Recent Developments and Future Strategy - By 2024, Li Auto aims to expand its product lineup significantly, achieving over 1 million vehicle deliveries and introducing multiple new models [27]. - The company is pivoting towards AI technology, with plans to invest heavily in AI development and establish itself as a leader in the field by 2030 [29][31][33]. - Li's commitment to continuous evolution and reflection is seen as a core strength, enabling the company to adapt and thrive in a competitive landscape [37].

Core Insights - The article chronicles the evolution of Li Auto from a struggling startup to a leader in the automotive industry, highlighting the transformative journey of its founder, Li Xiang, and the company's innovative approach to family-oriented electric vehicles [1][12]. Group 1: Li Xiang's Early Career - Li Xiang demonstrated remarkable insight and execution skills from a young age, founding a successful website, which later became known as "泡泡网," achieving over 20 million in annual revenue by age 23 [2][3]. - The crisis during the SARS outbreak in 2003 led to a significant reduction in staff, prompting Li to recognize the importance of team dynamics and human resources [3][4]. Group 2: Transition to Automotive Industry - In 2004, Li Xiang pivoted to the automotive sector, launching "汽车之家" with a focus on making car buying accessible to novices rather than enthusiasts [3][4]. - Despite initial financial struggles, including a loss of 3 million by the end of 2005, the company laid the groundwork for future success [4][5]. Group 3: Development of Li Auto - The launch of Li Auto's first model, "理想ONE," was driven by Li Xiang's personal experiences as a father, identifying a gap in the market for family-friendly vehicles [5][6]. - The decision to focus on range-extended electric vehicles (EREVs) was based on a deep understanding of user needs, particularly regarding long-distance travel with families [7][9]. Group 4: Product Philosophy and Strategy - Li Auto's product strategy emphasizes user value, with a commitment to offering fully equipped models rather than relying on optional features [9][10]. - The company has developed a systematic approach to product development, known as the "four-step method," which focuses on understanding user needs and aligning organizational goals [6][9]. Group 5: Recent Developments and Future Directions - By 2024, Li Auto achieved significant milestones, including the delivery of its 1 millionth vehicle and the introduction of new electric models [12][13]. - The company is now focusing on AI integration, with plans to become a leader in AI technology within the automotive sector, aiming for significant advancements in autonomous driving and smart vehicle systems [13][15].

Core Viewpoint - The article discusses the potential and challenges of hub motors in electric vehicles, highlighting their advantages in design flexibility, efficiency, and performance, while also addressing the technical and practical issues that have hindered their widespread adoption [4][6][40]. Group 1: Advantages of Hub Motors - Hub motors can directly transmit power to the road, promising more efficient power transfer and design flexibility [6][16]. - Installing motors in the wheels can increase interior space for larger batteries or more passenger/cargo space [11]. - Hub motors simplify electric vehicle platform design, allowing for easier modifications to produce different drive configurations [12]. - They significantly reduce transmission losses compared to traditional internal combustion vehicles, enhancing overall efficiency [14][16]. - Hub motors enable precise torque control and distribution, improving traction and performance [17]. Group 2: Challenges of Hub Motors - Increased total mass at the wheels can negatively impact vehicle comfort, grip, and handling precision [20]. - Durability issues arise due to the severe impacts hub motors face compared to motors housed within the vehicle [22]. - Heat dissipation is a potential challenge, as effective cooling solutions must be developed to prevent overheating [23]. - Safety concerns exist regarding high-voltage cables in the event of accidents, which could pose electrocution risks [25]. Group 3: Current Developments and Future Prospects - Companies like Dongfeng and Renault are actively working on integrating hub motors into production vehicles, with notable models already introduced [29][31]. - Modern automotive manufacturers, including Hyundai, are exploring hub motor technology for various vehicle types [33]. - Innovative companies like DeepDrive are developing new hub motor technologies that promise improved efficiency and reduced costs, with plans for integration into mass production by 2028 [38]. - External hub motors offer advantages in mechanical stress handling and design flexibility, potentially enhancing traction and acceleration [39]. - Despite not being mainstream yet, hub motors hold significant potential for revolutionizing vehicle design and functionality in urban and hybrid applications [40].

Core Viewpoint - Li Auto's Q1 2024 performance was generally in line with expectations, but the guidance for Q2 is disappointing, indicating potential challenges in maintaining sales momentum and pricing power [5][21][36]. Sales Performance - In Q1, Li Auto's vehicle sales revenue reached 24.7 billion RMB, exceeding market expectations by approximately 500 million RMB, primarily due to lower-than-expected price declines [1][36]. - The sales volume guidance for Q2 is set at 123,000 to 128,000 units, which implies an average monthly sales of around 46,000 units for May and June, below market expectations [5][21]. Gross Margin and Profitability - The gross margin for vehicle sales in Q1 was 19.8%, slightly below the market's expectation of around 20% [2][14]. - The overall gross profit margin for the company was 20.5%, indicating a stable but unimpressive performance [36][39]. Inventory and Pricing Strategy - Li Auto's inventory turnover days increased to approximately 40 days, suggesting that the company may need to offer further discounts on older models to clear stock [26][42]. - The average selling price (ASP) of vehicles is expected to decline by 13,000 RMB in Q2, reflecting ongoing pricing pressures [25][27]. Research and Development - R&D expenses for Q1 were 2.5 billion RMB, with a slight increase from the previous quarter, reflecting ongoing investments in AI and autonomous driving technologies [30][31]. - The company has revised its annual R&D expense guidance down from 14 billion RMB to a range of 11 to 12 billion RMB, indicating a potential for profit release [31]. Cash Flow and Capital Expenditure - Operating cash flow turned negative at -1.7 billion RMB in Q1, primarily due to declining sales and increased inventory [42]. - Capital expenditures were reduced to 800 million RMB, reflecting a slowdown in new store openings and infrastructure investments [45]. Market Competition and Future Outlook - The competitive landscape for range-extended vehicles is intensifying, with new entrants and existing competitors increasing pressure on Li Auto's market share [7][8]. - The market remains optimistic about Li Auto's upcoming pure electric models, which are expected to drive future sales growth [9][10].

Group 1 - The core viewpoint of the article highlights the launch of new models under the Hongmeng Zhixing brand, specifically the Zhijie R7 and S7, with a focus on their market performance and specifications [1][3]. - The Zhijie R7 has received positive market feedback, with sales exceeding 10,000 units in January and maintaining over 8,000 units in February and March [1]. - The new R7 models feature a larger 53.4kWh battery, increasing the CLTC pure electric range to 360km for the two-wheel drive version and 331km for the four-wheel drive version [2][3]. Group 2 - The Zhijie S7 Ultra sports version has been introduced, equipped with a 100kWh battery and an official CLTC range of 703km, emphasizing its performance capabilities [5]. - The R7's fuel consumption is reported to be as low as 5.68L per 100km, showcasing its efficiency [3]. - The R7 Ultra model boasts a 0-100 km/h acceleration time of 4.9 seconds and a moose test score of 82.2 km/h, indicating strong performance metrics [3][5].

以下文章来源于远川汽车评论 ，作者熊宇翔 彭苏平 远川汽车评论 . 不止是汽车 月销一万很危险 Flag倒了又立。 作者 | 熊宇翔 彭苏平 来源 | 远川汽车评论 （ID：yuanchuanqiche） 智能电动汽车厮杀到今天，为了抓住稀缺的注意力资源 ，接二连三地立下各种惊悚flag，已经成为车企基本竞争手 段。 这些flag包括但不限于： 销量对赌型 ：年销量增长50%以上达成XX万辆；某车型月销XX辆，超过同级标杆； 蔑视广告法型 ："XX万以内最好的车"； 低姿态狠话型 ："新能源我们要不客气啦"； 赌上职业生涯甚至性命型 ："若未能···· ··，我就下课/去找工作"；"如果最后是XX效果，我就去跳楼"。 但在复杂多变又血腥竞争的汽车市场中，flag理论上是拿来兑现的，可现实常常是打脸的。 月销一万辆已经成为造车新势力的生死线，年底"暴雷"的哪吒就是一个活生生的例子。 今年1-9月，哪吒共计卖了8.59万辆，平均每月不足万辆，年度目标完成率不到三成，迟迟无法上市导致现金流拉响 了警报，多家供应商公开讨债，作为股东的周鸿祎当起了鸵鸟。 年初还在微博上公开反思的CEO张勇也黯然下课，非常讽刺的是，在" ...