过去几年，理想汽车各园区的几块"草坪"，见证了理想ONE、L9、L8、L7、L6的发布。我们觉 得，把最新的产品和思考，在最熟悉的"家"里讲给大家听，特别亲切，当然，最主要是省钱+提效。 很多人都调侃我们是"抠厂"，从我角度来看，这在某些方面是一个褒义词，当家才知道柴米贵。 那么接下来，7月29日的理想i8发布会，有几个选择： 李想25年7月10日微博： 2019年4月10日，理想ONE发布会，地址：理想汽车常州制造基地 2022年6月21日，理想L9发布会，地址：理想汽车北京研发总部 2022年9月30日，理想L8发布会，地址：理想汽车北京研发总部 2023年2月8日，理想L7发布会，地址：理想汽车北京研发总部 2024年3月1日，理想MEGA发布会，地址：上海世博中心 2024年4月18日，理想L6发布会，地址：理想汽车北京研发总部 是像往常一样，产品讲透就收（大概1小时？），还是多聊会，试试把时间放长点？小米每次三 个小时的发布会，大家也都津津有味； 理想汽车十周年了，除了 "理想i8究竟好在哪"以外，你们是不是也想听听在做这些事时，我们到 底是怎么思考的？ 想听听大家意见！ TOP2倾向认为，时长地点 ...

Core Insights - The Xiaomi YU7 has achieved remarkable sales figures, with over 200,000 pre-orders within 3 minutes and 289,000 within an hour of its launch, indicating strong market demand [2] - The success of the YU7 is attributed to its competitive pricing strategy, robust user base, and a well-established ecosystem, despite previous challenges faced by Xiaomi in the automotive sector [2][7] Pricing Strategy - The YU7 is positioned in the 250,000 RMB market segment, with three versions priced at 253,500 RMB, 279,900 RMB, and 329,900 RMB, which are strategically set to avoid internal competition with the SU7 model [4] - The YU7's pricing is competitive compared to its main rival, the Tesla Model Y, being 10,000 RMB cheaper while offering superior features [5] - Xiaomi's pricing strategy emphasizes high-end configurations at lower prices, attracting price-sensitive consumers and enhancing its competitive edge in the high-end SUV market [6][11] Market Impact - The YU7's launch is seen as a disruptive force in the smart automotive market, prompting traditional and new automotive brands to reassess their product strategies and pricing [9] - The introduction of the YU7 is expected to accelerate innovation and product iteration among competitors, as it directly targets popular models like BYD Song PLUS and Li Auto L7 [10] User Base and Ecosystem - Xiaomi's extensive and loyal user base from its smartphone business has significantly contributed to the initial success of the YU7, as these users are more likely to trust and try Xiaomi's automotive offerings [7] - The integration of Xiaomi's smart ecosystem enhances the YU7's appeal, providing a differentiated user experience through seamless connectivity with other smart devices [8] Future Considerations - To maintain its competitive advantage, Xiaomi needs to focus on optimizing production processes, improving delivery timelines, and enhancing product quality through increased R&D investment [10][11] - Strengthening user engagement and feedback mechanisms will be crucial for Xiaomi to adapt to market demands and ensure ongoing customer satisfaction [11]

Core Viewpoint - Li Auto is positioning laser radar as a fundamental safety component in its vehicles, contrary to the industry's trend of moving away from it, demonstrating a commitment to enhancing vehicle safety through advanced technology [3][4][17]. Group 1: Safety Features and Innovations - Li Auto's vehicles equipped with laser radar have shown a 20%-30% reduction in accident rates compared to those using only visual systems, with night-time accident rates decreasing by 41% [3][4]. - The company has integrated laser radar into its active safety systems, allowing for emergency braking at speeds of up to 120 km/h in low-light conditions, significantly improving safety performance [4][6]. - Li Auto's active safety features have reportedly prevented over 7.3 million potential collision incidents for users as of June 12, 2023, positioning the company as a leader in the industry [4][17]. Group 2: Technological Advancements - The self-developed Xinghuan OS enhances the response speed of active safety functions, reducing the braking distance by 7 meters at 120 km/h compared to previous systems [13][16]. - Li Auto has transitioned from relying on supplier solutions to developing its own systems, with a dedicated R&D team and significant investment, indicating a long-term commitment to safety innovation [16][17]. - The company has created a high-frequency risk scenario library to improve the detection and response capabilities of its vehicles, addressing various driving hazards [6][17]. Group 3: Market Positioning and Philosophy - Li Auto emphasizes "user value" in its product development, prioritizing safety as a core principle, which is reflected in its decision to make laser radar standard across all models [4][17]. - The company's approach to safety is characterized by a shift from passive defense to proactive evolution, continuously iterating on safety algorithms based on user feedback [16][17]. - Li Auto's strategy aims to redefine automotive safety, positioning itself as a forward-thinking leader in the industry with a focus on long-term technological advancements [17].

01 事件概述 2025 年6 月重点新能源车企交付量发布，据各公司披露数据： 零跑48,006辆，同比+138.6%，环比+6.5%； 问界44,685辆，同比+4.5%，环比+22.9%； 理想36,279辆，同比-24.1%，环比-11.2% 小鹏34,611辆，同比+224.4%，环比+3.2%； 埃安27,848辆，同比-20.5%，环比+4.0%； 蔚来24,925辆，同比+17.5%，环比+7.3%； 极氪16,702辆，同比-16.9%，环比-11.7%； 小米超25,000辆。 问界：据公司披露，6月交付44,685辆，同比+4.5%，环比+22.9%，主要车型6月销量中，M8交付2.1万辆，占公司当月交付量47.4%，在40万元级市场表现亮眼，M9 2025款6月交付1.4辆，占公司当月交付量30.7%，居50万元级市场销量冠军。 理想： 据公司披露，6月交付36,279辆，同比-24.1%，环比-11.2%，我们判断，由于电商季优惠促销和补贴政策利好中低端市场，高端市场整体增速放缓，公司销量短期 承压。公司主要车型5月销量中，L6交付1.9万辆，占公司当月交付量46.0%；L7交付1.0 ...

◆国内新闻 市场监管总局批准发布人工智能、信息技术、物联网等7项国家标准 市场监管总局（国家标准委）近日批准发布一批重要国家标准。在新兴产业方面，发布人工智能、信息技术、物联网等7项 国家标准，为释放数字化服务与应用能力提供技术保障。发布数据中心、网络安全技术、系统与软件工程等5项国家标准，助力 数字经济深层次互联互通。 禁止盲目拼规模、抢份额 监管就非车险"报行合一"征求意见 国家金融监督管理总局近日向财险公司下发《关于加强非车险监管有关事项的通知（征求意见稿）》，意味着非车险将全 面实行"报行合一"。征求意见稿明确了非车险业务范围，并列出了财险机构在非车险业务方面的四大准则，包括不得盲目拼规 模、抢份额，合理厘定费率，严格执行备案的条款费率，建立费率回溯和调整机制。同时，要求财险机构对保险中介履行管理 责任。 香港特区政府公布"粤车南下"将于今年11月实施 7月2日，香港特区政府运输及物流局局长陈美宝宣布，经与广东省相关部门协商后达成共识，"粤车南下"计划争取于11月 正式启动实施。初步实施阶段，每日配额100辆车，车辆可驶入香港市区。 ◆国际新闻 迪拜空中出租车试飞完成 明年启动空中出租车商业运营 阿联 ...

25年6月，理想交付36279，环比下降11.2%, 同比下降24%。 根据TOP2推算，各车型25年6月交付大约为： L6:16389 L7:8250 L8:4360 L9:4968 L789:17578 MEGA:2312 | | 1月 2月 4月 | | | | 8月 9月 10月 | | 11月 12月 | | --- | --- | --- | --- | --- | --- | --- | --- | | 24年 | | | | | | | | | L789 | 31166 20252 25755 22078 21441 | | 23321 | 25490 | 22479 27419 | 24805 | 23562 29489 | | L6 | 2381 | 12965 | 23864 | 24856 | 24897 25393 25814 24318 27769 | | | | MEGA | 3229 1145 | 614 | 589 | 654 | 746 879 | 824 | 863 1255 | | 息交付 | 31165 20251 28984 25787 35020 | | 4777 ...

Core Viewpoint - The luxury automotive market, particularly the German trio of BBA (Benz, BMW, Audi), is experiencing a significant price drop due to the rise of electric vehicles and strong competition from domestic brands, leading to a collective price war that undermines their traditional premium positioning [3][4][6]. Price Cuts and Market Dynamics - Since 2025, BBA has engaged in aggressive price reductions, with Mercedes-Benz GLC seeing discounts up to 199,000 yuan, and the EQC dropping from 620,000 yuan to 220,000 yuan, a staggering decrease of 400,000 yuan [4][5]. - Audi's A4L has seen its price drop to the 200,000 yuan range, while the Q7's entry price has fallen below 500,000 yuan for the first time [4]. - BMW's 525Li has dropped to below 290,000 yuan, representing a 34% discount from its original price [5]. - The overall luxury car market is witnessing a collapse in pricing, with models like the Porsche Cayenne and Macan also seeing significant price reductions [5]. Impact of Electric Vehicles and Domestic Brands - The price decline is primarily driven by the competitive pressure from domestic electric vehicle brands, which are advancing rapidly in technology and market share [6][10]. - Domestic brands like Li Auto and AITO are offering advanced features that BBA's models lack, such as superior intelligent driving systems [7][8]. - BBA's sales in China are declining, with Mercedes-Benz down 7% to 683,600 units, BMW down 13.3% to 714,500 units, and Audi down 10.9% to 649,000 units in 2024 [10]. Challenges in Transformation - BBA is struggling with the transition to electric and smart vehicles, with significant investments required while their net profits are declining: Mercedes-Benz down 28.4%, BMW down 36.9%, and Audi down 33.1% [12]. - The lack of in-house battery production capabilities forces BBA to rely on expensive external suppliers, impacting their cost structure [12]. - BBA's attempts to collaborate with tech companies like Huawei for smart driving solutions may lead to a loss of brand identity and autonomy [13]. Strategic Responses - In response to the crisis, BBA plans to launch 36 new products from 2025 to 2027, with BMW aiming for a 20% efficiency improvement and Audi collaborating with Porsche on a new electric platform [11][12]. - Initial signs of recovery are noted, with models like the Audi Q4 e-tron and BMW i3 seeing increased orders after integrating advanced technologies [13]. Conclusion - The luxury car market's definition is shifting, and BBA's ability to reclaim its former status is increasingly uncertain, suggesting a potential long-term decline in brand value and consumer trust [14].

原文来自有个理想： 上周，不少人都在社交媒体平台上追更了一部"连续剧"。在虎跳峡，因路面情况和操作失误，一位 车主驾驶理想L6 Pro不慎冲下悬崖，车辆极限前后翻滚三十多米着地，相当于从十几层楼的高度下 落。 图源小红书用户@Somers' eyes 从事故现场可以看到，车辆前后虽受损严重，但乘员舱结构保持完整、电池没有燃烧、气囊正常弹 出、四个车门都能顺利打开……为车内保留了充足的安全空间，保护两名乘员和一只小狗全部平 安。 图源小红书用户@Somers' eyes 据车主回忆，在车辆翻滚期间，因车辆气囊对乘员的良好防护效果， 他本人所感受到的冲击力其实 并不大，"全程就像有一堆气球挤着我"。 图源小红书用户@Somers' eyes 根据网友判断，虎跳峡此处悬崖最少三五十米，车辆从满是碎石的坡面翻滚而下，连个缓冲的树丛 都没有，光是看着就让人心惊！某种程度上，博主真是全靠理想才捡回一条命。 另一位网友发现了盲点——车都那样了，人竟然还能站出来拍照！ 明明网上人人都说理想"皮薄"， 每次遇上车祸都虚得很，实在想不到现实中的理想有这么皮实。博主本人也站出来为理想发声：比 起传统豪华车，无论是驾乘体验，还是安全 ...

以下文章来源于智商税研究中心 ，作者潘哥 智商税研究中心 . 新能源汽车，空调为何吹臭气？ 文 ｜ 潘哥 编辑 ｜ 大曼 来源｜ 智商税研究中心（ID： gh_c55b3561ece1） 封面来源 ｜ 视觉中国 买来新能源汽车，夏天打开空调后，车内为何弥漫臭气？ 为此，新能源车主、乘客们，有的练习憋气、有的捂住口鼻、有的频频干呕，坐进开着空调的新能源车，很可能体会一场臭味之旅。 新能源汽车，空调为何吹臭气？这似乎因为相比油车，其冷凝水无法及时排出，导致渐渐滋生了霉味儿。 为了解决这一问题，车主们可以先更换清洗滤芯、蒸发器，再在吹风时选择合适模式，最后放入车载香薰等物品，从而让车子保持空气清新。 对于新能源车主来说，车载空调除了容易发臭之外，影响续航也是痛点之一；而对于油车车主来说，开空调时容易一氧化碳中毒，部分车型不支持远程开 空调，同样让他们相当难受。 这样看来，电车油车的空调各有利弊，论战中谁也没有绝对优势；而电车党与油车党，关于空调的隔空论战，也许还会持续很久。 尘世套路深，我替你踩坑。 电车空调变臭了 夏天开车，空调必不可少。 但是，很多新能源车主，每次开空调之前，却都要做一番心理建设。 这是因为，汽 ...

22款L9是按极致舒适取向调教的，有媒体反馈希望更运动，悬架团队当时认为增强运动性会牺牲舒适性。由于L9大卖，理想方当时认为不用改进。 以下文章来源于硬哥说 ，作者硬哥 硬哥说 . @硬哥 本人，为粉丝答疑解惑，分享产品体验、发布专业评测、传播使用技巧…… 省流版: 23年，L789用户增多，真实车主吐槽空悬太软的声音越来越多，理想决定通过调整CDC算法，让车运动性更强。原计划只提供更运动的3种模式，由于 老用户呼声太强烈。决定舒适魔毯3种模式，运动魔毯3种模式。 理想认为本质是不同用户对颠和晃的接受度不同，由于物理硬件限制，二者很难兼顾。 24款L9上双腔空悬核心思路是让运动魔毯更运动，舒适魔毯收益不高，未解决颠和晃兼顾问题。 硬哥认为双腔空悬原理和调节都不复杂，CDC连续可变阻尼减震器原理不复杂，调控策略非常复杂，尤其是双阀CDC。 25款L9上双阀，让所有底盘模式明显改善，大幅缓解颠晃不可兼得问题。双阀牺牲了极致舒适性后，李想倾向不要双阀，团队经过综合评估，认为对L9 而言上双阀利大于弊，对MEGA弊大于利。 补充说明： 同一车型空簧较 螺簧，一般会导致NVH与舒适性会略好，运动性略差。最大特点是通过充 ...