"要做50万以上销量第一，不分能源、不分价格段的MPV销量第一。"这是2024年3月MEGA刚上市时， 理想对这款车寄予的厚望。MEGA承载了理想对纯电领域的美好愿望，但现实情况却十分骨感，不仅没 有达到目标，还成为了很多人攻击理想的武器。 一 年 后 ， MEGA 带 着 Home 版 本 回 归 ， 造 型 、 三 电 不 变 的 情 况 下 ， 新 增 了 旋 转 座 椅 、 大 桌 板 等 ， 着 重 对 车 内 乘 坐 空 间 灵 活 性 和 舒 适 性 进 行 提 升 。 而 就 是 这 款 外 形 在 去 年 饱 受 争 议 的 车 型 ， 在 今 年 4 月 上 海 车 展 上 一 亮 相 ， 就 收 获 了 不 少 的 订 单 。 行 业 综 合 销 量 显 示 ， 6 月 ， 理 想 MEGA成为5 0万元以上不分能源形式的MPV销量第一，超越丰田埃尔法；同时也成为了5 0万 以上纯电车型第一。 "MEGA Home 上 市 两 个 多 月 卖 出 了 去 年 一 年 的 量 。 " 一 位 知 情 的 理 想 内 部 员 工 曾 向 我 们 透 露。年初时内部对这台售价超过5 0万的车型 ...

转自：北京日报客户端 2020年至2025年，五年间中国新能源汽车渗透率完成了从6%到超过50%的提升，2024年中国新能源汽 车更是占据全球70%的市场份额，中国新能源汽车的发展速度远超市场预期。高速发展的过程中往往伴 随着隐患。业内专家和企业也迅速意识到需要做出调整，不约而同地呼吁：要从"价格战"转向"价值 战"。该如何创造价值、传递价值？首先需要将目光从"销量"平移至"NPS"（Net Promoter Score，净推荐 值）。 在上海前滩的门店中，汤靖向销售了解到，有一个订单已经接近成交，但最终意向用户带着家里老人试 乘时，因感觉下车不便，最终导致订单未能成交。因为这一次调研，汤靖萌生了将座椅旋转起来的想 法，当座椅转向车门外，配合VIP扶手，家中老人就可以便捷上下车。汤靖跟李想说希望在MEGA上做 出来"旋转+零重力"的座椅，李想认为两个功能单独做不难，但是合起来做不太可能实现，因为没有前 车之鉴。汤靖还是抱着"试试"的心态将旋转零重力座椅做了出来，但由于座椅下面的转盘较大，牺牲了 第三排乘客的腿部空间，第一次内部评估的时候，李想并不满意。汤靖随即带着团队又进行技术攻坚， 最终将旋转零重力座椅做到 ...

在7月11日召开的2025中国汽车论坛上，广汽集团董事长、总经理冯兴亚在致辞中表示："当前，汽 车产业变革已踏进深水区，广汽集团已全面进入'战时状态'，全力打好'用户需求战、产品价值战、服务 体验战'这关乎未来的'三大战役'，助力再造新广汽。" 在他看来，无论行业的变局、还是广汽的变革，两者共同的底层逻辑都源于用户需求的快速演变。 冯兴亚说："一直以来，广汽在专注造车的同时，始终'坚守着自己的坚守'。我们一贯坚持安全底线， 比如整车开发周期必须经过两冬一夏的严格验证、高阶智驾必须采用双冗余设计等等，以求最大程度确 保品质和安全，满足用户的功能价值诉求。 在线上线下融合运营方面，除了线上24小时全天候在线的超级管家实现100%直连客户，广汽依托 广汽全国2000多家销售服务网点，加快建设"广汽综合销售服务中心"，打造"全方位、多层次、线上线 下融合"的新服务体系，实现93%的问题在2小时内解决；在软件领域，广汽今年已全面实施整车软件大 版本定期OTA分类升级体系，为用户带来常用常新的智能科技价值体验；在渠道领域，广汽将加速在低 线城市的渠道下沉，让服务更好触达各级城镇消费者。此外，广汽也将通过流程再造，重塑与客 ...

造车新势力"销冠"宝座，如今呈现轮流坐庄的局面。 连续两年成为造车新势力"销冠"后，理想汽车(02015.HK、NASDAQ:LI)已开始"力不从心"。 近日，理想汽车发布数据，4月份交付3.39万辆，同比增长31.61%，环比下降7.46%，位列造车新势力第 三位。同时，前4个月，公司交付12.68万辆，同比增长19.41%，居行业第三。 而4月份和前4个月，造车新势力"销冠"分别是零跑汽车(09863.HK)和小鹏汽车(09868.HK、XPEV.US)。 2025年，理想汽车全年交付目标为70万辆，前4个月仅完成了18%。公司要想完成全年目标，接下来的8 个月月均交付量约为7.2万辆，可谓难度巨大。 好的是，理想汽车正在积极开拓海外市场。近期，公司透露，已在中亚、亚太市场取得阶段性进展，并 计划进一步加大对拉美、中东及欧洲市场的资源投入。 交付量被零跑小鹏超越 近日，理想汽车发布数据显示，公司4月份交付3.39万辆，同比增长31.61%，环比下降7.46%，位列造车 新势力第三位。 排在前两位的分别是零跑汽车和小鹏汽车，4月份交付量分别为4.1万辆和3.5万辆，同比分别增长 173.5%和273.1%， ...

Financial Data and Key Metrics Changes - The company reported a year-over-year increase in RASM of 1.3%, which was within initial guidance, while ASMs decreased by 4.3% year-over-year [15][22] - The company ended the quarter with a strong liquidity position, representing 42% of trailing twelve-month revenue, the strongest liquidity ratio in the industry [12][30] - CASM ex-fuel grew by 8.3% year-over-year, better than the initial guidance midpoint of 9% [34][35] Business Line Data and Key Metrics Changes - The premium segment performed exceptionally well, with premium RASM, including Mint and Even More, outperforming core RASM by high single digits [18][19] - Loyalty revenues grew by 9%, supported by new partnerships and the launch of a premium co-branded credit card [19][20] - The international flying segment showed stronger performance, with Transatlantic RASM up 28% year-over-year [16] Market Data and Key Metrics Changes - The Northeast market experienced a slowdown in demand, impacting bookings more than other regions [49][50] - Domestic markets showed weakness, while international markets, particularly in Latin America, performed relatively better [16][22] - The company observed a wider spread between peak and trough unit revenues, with peak RASM up high single digits and off-peak RASM declining double digits year-over-year [22] Company Strategy and Development Direction - The company is committed to its long-term strategy, Jet Forward, which aims to drive transformational change and achieve breakeven operating profitability [9][10] - The company is adjusting capacity to better match supply with demand, having made significant capacity cuts in response to changing booking patterns [10][14] - The focus remains on enhancing customer loyalty and brand strength, with initiatives under Jet Forward showing early signs of success [19][26] Management's Comments on Operating Environment and Future Outlook - Management noted that the current macroeconomic environment remains unpredictable, leading to a cautious approach in reaffirming full-year guidance [6][7] - The company is leveraging past experiences from the 2008 financial crisis and the COVID-19 pandemic to navigate current challenges [7][10] - Management expressed optimism about the resilience of the premium segment and loyalty program, which are expected to provide stability amid economic uncertainty [24][26] Other Important Information - The company has deferred $3 billion in capital expenditures, pushing out A321neo deliveries to the 2030s to focus on returning to profitability [12][30] - The company is actively exploring adjustments to its fleet plan to preserve cash and enhance operational flexibility [32][33] Q&A Session Summary Question: When did the change in booking patterns start and what adjustments were made? - Management noted that booking slowdowns were observed in January, leading to aggressive capacity cuts in February and March [43][45] Question: Is the slowdown in demand specific to certain geographies? - Management indicated that the Northeast region is experiencing a more pronounced slowdown compared to other areas, impacting capacity strategy [49][50] Question: Can you provide a range for second-half capacity outcomes? - Management refrained from providing specific guidance but indicated that capacity would be measurably down from initial expectations [55][56] Question: What benefits are expected from the domestic partnership? - Management highlighted that the partnership would enhance network opportunities for TrueBlue points, improving customer utility [58][59] Question: What is the status of the Pratt and Whitney compensation situation? - Management reported that there are currently 10 aircraft on the ground, with improvements noted in operational performance, but compensation discussions remain fluid [78][81] Question: Will there be new market entries this year? - Management confirmed that multiple new routes are expected to be announced later in the year [83] Question: What is the outlook for the spread between premium and core RASM? - Management expects continued growth in premium RASM, with hopes that core RASM will also improve, maintaining the spread [87][88] Question: How is VFR demand performing in Latin America? - Management reported that VFR traffic remains stable, with no significant drops observed in key markets [93]