点评：吉利汽车就部分车主投诉"厂商擅自更改流量终身免费权益"一事进行回应，展现了企业在用户关 怀上的敏感度和应对能力。该事件可能引发智能网联汽车产业链对用户权益算法和信息透明度的反思， 为相关企业提供一次重新审视用户体验的机会。 NO.3 比亚迪芬兰销售服务网络全面升级 每经记者｜董天意 实习生 张艺彤 每经实习编辑｜余婷婷 | 2025年8月21日 星期四 | NO.1 理想i8开启全国交付 9月冲击1万辆 8月20日，理想汽车官方表示，理想首款纯电六座SUV理想i8，在全国44城同步开启交付。理想汽车此 前表示，到9月底，将保障超过8000辆的理想i8交付到用户手中，同时将与供应链伙伴一起向10000辆的 交付发起挑战。 点评：理想i8的交付，标志着公司在电动领域向多样化和规模化迈出了重要一步。挑战10000辆的目 标，不仅展现了强大的生产能力和市场信心，同时也反映出其日益增强的竞争力。此举将在一定程度上 推动消费者对纯电SUV的需求，进而激活整个电动车板块，为理想汽车的市场定位奠定基础。 NO.2 吉利汽车回应"厂商擅自更改流量终身免费权益" 8月20日，吉利汽车发布声明回应近期部分车主投诉"厂商擅自更 ...

Core Viewpoint - Tesla has launched the Model Y L in China, starting at 339,000 yuan, with expected delivery in September 2025 [1] Group 1: Product Features - The Model Y L features an all-wheel drive system, achieving a CLTC range of 751 kilometers and a 0-100 km/h acceleration in just 4.5 seconds, with a top speed of 201 km/h [3][4] - The vehicle is a large six-seat luxury pure electric SUV, with a body length increased by 179 mm and a wheelbase extended by 150 mm, providing a storage space of 2,539 liters [3] - The seating has been redesigned, with front seats featuring adjustable headrests and leg rests, while the second row has independent seats with multi-directional electric adjustments [3] Group 2: Safety Features - The Model Y L is equipped with safety airbags for all three rows, and the third row can accommodate child safety seats, enhancing safety for children [4] - The total length of the airbag protection area reaches 3.9 meters, covering over 95% of the vehicle's longitudinal space [4] Group 3: Financial Incentives - Tesla offers financial benefits for the Model Y L, including a down payment starting at 99,900 yuan with 3 years of 0% interest, and another option with a down payment starting at 45,900 yuan with 5 years of low interest [3] - Additional incentives include an 8,000 yuan paint upgrade gift and special charging rights, providing approximately 30,000 yuan in value for new car owners at launch [3] Group 4: Industry Response - The announcement of the Model Y L has garnered significant attention in the industry, with leaders from competing companies acknowledging its potential impact on the market for six-seat pure electric SUVs priced between 200,000 to 300,000 yuan [5]

长安启源全新Q05长宽高分别为4435mm×1855mm×1595/1600mm，轴距达到了 2735mm。新车申报了两 个不同版本，整备质量分别为1470kg、1550kg。 新车基于全新纯电平台打造，提供506km/405km（CLTC）续航版本，采用了重庆青山工业有限责任公 司生产的120kW电动机，配备时代长安动力的磷酸铁锂电池。 凤凰网科技讯 8月8日，长安启源全新Q05出现在了工信部第398批《道路机动车辆生产企业及产品公 告》中。新车基于全新的纯电平台打造，定位"新央企"首款全球小型纯电SUV。 ...

Core Viewpoint - Lantu Automotive is launching the new Lantu Zhiyin, which aims to redefine the electric vehicle market with its innovative space efficiency and advanced technology, targeting the 250,000 RMB pure electric SUV segment [1][16]. Group 1: Product Features - The Lantu Zhiyin boasts a remarkable space efficiency with a 90.8% usable area, setting a new industry standard for interior space [1][16]. - The vehicle features a 1380mm rear seat length and a 531mm long cushion, allowing for comfortable seating arrangements even with safety seats installed, accommodating both adults and children [3][5]. - The rear seats can fold down to create a 1.9-meter long space, enhancing storage capabilities for outdoor activities, with 35 storage points available [9][11]. Group 2: Charging and Technology - The Lantu Zhiyin is equipped with an 800V and 5C fast charging system, enabling a 20% to 80% charge in just 10 minutes, providing a range of 515 km after a 15-minute charge [13][16]. - The vehicle integrates Huawei's latest ADS 4.0 system and HarmonySpace 5.0, developed through extensive collaboration over 13 months, enhancing driving experience and safety [16]. Group 3: Market Positioning - The launch of the Lantu Zhiyin is positioned as a strategic move to penetrate the competitive 250,000 RMB electric SUV market, with a focus on technology over price [16]. - The vehicle's design and features aim to eliminate compromises in space and functionality, potentially reshaping consumer expectations in the electric SUV segment [16].

上市一周后，理想汽车首款纯电SUV调整价格修改配置。8月5日，理想汽车发文表示，理想i8自上市以来获得用户广泛关注，出乎预料的是，有超过98%的 用户选择了理想i8 Max和Ultra车型。 "我们深切地感受到广大用户对理想i8高端配置的喜爱，但大家吐槽最多的是车型版本略显复杂，难以选择，一些高端配置的选装还不被支持，尤其希望冰 箱作为标配，增加二排屏的选装。"理想汽车称。 为此，理想汽车决定统一配置版本——以理想i8 Max作为标准配置，并将售价从34.98万元调整为33.98万元，同时额外赠送价值10,000元的铂金音响，并提 供后舱娱乐屏套装作为选装，价格10,000元；原以36.98万元选择Ultra版本的用户，只需要34.98万元的价格即可实现原选择的全部配置；原选择Pro版本的用 户，官方将提供退订或升级服务。 据智通财经了解，此次修改配置的主要原因是终端Pro版订单量较少，并且消费者反馈此配置的性价比不够，且无法支持选装。据关注终端市场数据的车 Fans创始人孙少军反馈，理想i8上市当周订单数据为6000辆。 理想汽车7月29日正式发布家庭六座纯电SUV——理想i8，这也是理想汽车首款纯电SUV ...

Core Viewpoint - Li Auto officially launched its first pure electric SUV, the Li Auto i8, which is positioned in the mid-to-large luxury family market, competing with models like the Aito M9, Tesla Model X, and NIO ES8 [2][9]. Group 1: Product Launch and Features - The Li Auto i8 is available in three configurations with a price range of 321,800 to 369,800 CNY [2]. - The vehicle features a maximum pure electric range of 720 kilometers under CLTC conditions [2]. Group 2: Market Expectations and Sales Projections - Initial order expectations for the i8 are projected to convert into a normalized monthly sales volume of 5,000 to 6,000 units [6]. - Li Auto's CEO, Li Xiang, indicated that the company has achieved 1.36 million car owners over the past decade [9]. Group 3: Company Challenges and Adjustments - Li Auto is facing significant challenges due to changes in the internal and external environment, with a potential downward adjustment of its annual sales target from 640,000 to between 580,000 and 600,000 units [13][14]. - The company has experienced a 24% year-on-year decline in monthly deliveries, marking the first drop in sales volume [14].

Core Viewpoint - The recent surge in the release of large electric SUVs is driven by market demand, particularly influenced by the two-child and three-child policies in China, alongside the growing popularity of electric vehicles [5] Group 1: Tesla - Tesla's upcoming large SUV, Model YL, is speculated to be priced around 400,000 RMB, although the official price is not yet released [3] - The vehicle features a three-row, six-seat configuration and is expected to have higher power than the current long-range Model Y, but customer interest appears low due to limited expectations for space [4] - Competitors include all current three-row, six-seat electric SUVs, such as Li Auto's i8 and other new entrants [4] Group 2: Huawei's AITO - The AITO M8 electric version is anticipated to be priced between 370,000 to 460,000 RMB, with a maximum CLTC range exceeding 700 km [8] - The M8 is attracting a younger demographic, around 35 years old, who prioritize space and intelligent driving assistance, with price being the primary concern [10] - The demand for large electric SUVs is bolstered by the success of brands like Tesla and NIO, as well as advancements in charging technology [10] Group 3: Li Auto - Li Auto's i8 is set to be priced between 350,000 to 400,000 RMB, emphasizing fast charging capabilities and spacious interior [13] - The target audience primarily consists of families, particularly those with two or more children, who seek versatile vehicles that can function as both SUVs and MPVs [13] - The release of multiple large SUVs is a response to significant market demand, with manufacturers aiming to enhance brand positioning through higher-priced models [13] Group 4: Ledo - Ledo's L90 is expected to be priced at 279,900 RMB, with a battery-as-a-service (BaaS) option starting at 193,900 RMB [16] - The L90's key selling points include a large front trunk, spacious interior, low energy consumption, and battery swapping capabilities [16] - The target market includes families, particularly those with children, who prioritize space, range, and convenient energy replenishment [16] Group 5: Zeekr - Zeekr's large SUV, the 9X, is projected to be priced above 450,000 RMB, featuring a super hybrid system and advanced technology [20] - The vehicle is designed for high-net-worth individuals and urban elites who have a unique pursuit of performance and technology [20] - The current market for full-size electric SUVs is relatively untapped, presenting an opportunity for early entrants to establish a strong market presence [20]

Core Viewpoint - The competition in the mid-large electric SUV market in China is intensifying, with new entrants targeting Tesla's Model Y, which has dominated the segment. The emergence of models like Xiaomi's YU7 and XPeng's G7 aims to disrupt Tesla's market share [2][8]. Group 1: Market Dynamics - The mid-large SUV market priced between 200,000 to 300,000 yuan is experiencing significant competition, with several new players launching models aimed directly at Tesla's Model Y [2][8]. - New entrants are collectively launching electric SUVs, which is unusual as car companies typically plan new models two years in advance [2][8]. - Tesla's Model Y has been the sales champion in the 200,000 to 300,000 yuan price range since its introduction in January 2021, priced from 263,500 yuan [10][9]. Group 2: New Model Launches - Xiaomi's YU7 is priced at 253,500 yuan, while XPeng's G7 ranges from 195,800 to 225,800 yuan, both undercutting the Model Y's price [10][6]. - Other new models include NIO's L90, Li Auto's i8, and several others, all set to launch in the latter half of 2025, indicating a strategic push into the large six-seat electric SUV market [16][18]. Group 3: Competitive Features - The new models are emphasizing superior specifications compared to Model Y, such as battery capacity and range. For instance, the YU7 offers a range that exceeds Model Y's by 242 km and has a battery capacity higher by 33.8 kWh [6][10]. - XPeng's G7 claims to have advanced AI capabilities and superior charging times compared to Model Y, showcasing a competitive edge in technology [4][6]. Group 4: Infrastructure and Market Readiness - The development of charging infrastructure in China has improved significantly, alleviating previous concerns about electric vehicle charging times and availability, which had hindered the growth of electric SUVs [23][24]. - Companies like NIO and Li Auto are actively expanding their charging networks, with NIO achieving 8 million battery swaps and establishing numerous charging stations [26][27]. Group 5: Future Outlook - The competition between new entrants and Tesla's Model Y is expected to intensify, with the upcoming Model Y L set to enter the market, potentially complicating the competitive landscape [13][20]. - The ability of new models to maintain sales momentum post-launch remains a critical challenge, as past experiences show initial sales can decline sharply [21][22].

Core Viewpoint - The launch of the NIO L90 is critical for the company's ability to reverse its financial struggles and achieve profitability, especially with the pressure of meeting fourth-quarter targets [1][12]. Product Overview - The NIO L90 is a flagship large three-row SUV with dimensions of 5145mm in length, 1998mm in width, and 1766mm in height, featuring a wheelbase of 3110mm [3]. - It offers significant space efficiency, with a trunk capacity of 430 liters and a front trunk capacity of 240 liters, capable of accommodating "six people and ten boxes" [3][5]. - The vehicle boasts a low energy consumption of 14.5 kWh/100km, achieving a CLTC range of 605 km with the standard 85 kWh battery pack [5]. Market Context - NIO has launched six new models in the first half of the year, leaving only three models, including the L90, to drive sales [6][9]. - The large three-row SUV market has seen over 40% growth in the past three years, with increasing competition from models like the Lynk & Co 900 and Deep Blue S09 [9]. - The overall market for pure electric vehicles has grown by 47.7% year-on-year in the first quarter, indicating potential for the L90 despite the competitive landscape [9]. Sales and Profitability - The sales performance of the L90 is crucial for NIO to meet its annual delivery target of 440,000 vehicles, having delivered 114,150 vehicles in the first half of the year [6][9]. - The pre-sale price for the L90 starts at 279,900 yuan for outright purchase and 193,900 yuan for battery leasing [5]. Challenges Ahead - The L90 faces a dual challenge of competition and delivery issues, as previous models like the ET5 and L60 encountered delivery difficulties [9]. - Key factors to monitor include configuration details, user conversion rates from orders to deliveries, and the ability to maintain a stable delivery rhythm starting in late July [9][10]. Brand Strategy - The L90 represents a pivotal opportunity for NIO to address brand challenges and build consumer trust, as any misstep could jeopardize the company's recovery efforts [12].

字母榜 . 让未来不止于大 来源 | 字母榜 小米YU7发售后的汹涌订单，给了所有车企一个大大的震撼。 6月26日，小米YU7正式开售，售价25.35万元起，3分钟大定突破20万辆，1小时大定突破 28.9万辆，18小时锁单量突破24万台。这一成绩不仅远超小米SU7同期表现，也创下了新能源 汽车销售的新纪录。 小米YU7的冲击波，开始快速向外扩散。 6月27日，理想汽车发布内部公告，宣布组织架构调整：原"研发与供应群组"和"销售与服务 群组"整合并入新成立的"智能汽车群组"，对理想汽车智能汽车业务的战略到经营闭环负责； 总裁马东辉将担任智能汽车群组的负责人，向董事长兼CEO李想汇报。 李想在内部信中称，智能汽车群组成立后，将通过研发、供应、销售、服务的端到端经营与 深度协同，更有力地支撑面向用户的价值创造、价值传递与经营闭环，为理想汽车构筑面向 下一个阶段的领先优势。 以下文章来源于字母榜 ，作者于潇 将研发、供应、销售、服务整合到一个板块，并统一交给马东辉负责，显然是为了打好接下 来的纯电SUV硬仗。 工作日，小米汽车门店的进店客流络绎不绝。图源：字母榜 下半年，理想即将推出两款纯电SUV i8和i6。这两 ...