Core Viewpoint - Li Auto's CEO Li Xiang emphasizes the necessity of advanced driver assistance systems (ADAS) without usage fees, positioning the upcoming Li Auto i6 as a leader in smart electric vehicles [1] Group 1: Company Strategy - Li Auto will launch the new five-seat pure electric SUV, Li i6, on September 26, featuring the AD Max system as standard and promising no usage fees [1] - The company aims to enhance consumer access to advanced AI technology from China by eliminating fees associated with high-level driving assistance features [1] Group 2: Industry Context - The competition in the new energy vehicle sector has shifted towards smart technology, with advanced driver assistance being a key value point [1] - Li Xiang critiques the current industry practice of charging for advanced driving features, which he believes limits user experience [1] Group 3: Product Features - The Li i6 is built on an 800V high-voltage platform, allowing for a rapid charge of 10 minutes to achieve a range of 500 kilometers, with a maximum CLTC range of 720 kilometers [1] - Li Xiang claims that the AD Max system's performance is among the best in the industry, with most consumers recognizing it as one of the top two systems available [1]

Core Viewpoint - The founder and CEO of Li Auto, Li Xiang, has publicly refuted claims circulating online regarding the "bloodied version" of the OTA 8.0 update for the Li VLA driver model, urging the public not to believe or spread misinformation [1] Group 1 - Li Auto's CEO addressed misinformation regarding the OTA 8.0 version of the Li VLA driver model [1] - The company emphasizes the importance of verifying information before sharing it [1]

Group 1 - The CEO of Li Auto, Li Xiang, addressed misinformation circulating online regarding the recently launched OTA 8.0 version of the Li Auto VLA driver model, urging the public not to believe or spread these claims [1] - Li Xiang expressed gratitude to the community for their support amidst the confusion surrounding the "bloodied version" allegations [1] Group 2 - The company is actively managing its public relations to counteract negative narratives about its product updates [1] - The emphasis on clarifying misinformation indicates the company's commitment to maintaining its reputation and customer trust [1]

Group 1: Automotive Brand Developments - Ruisheng Automotive has officially launched as an independent brand focusing on the MPV market, targeting the price range of 120,000 to 250,000 yuan, with a planned investment of 20 billion yuan in R&D over the next five years [1] - Geely's new China Star series made its debut at the Chengdu Auto Show, highlighting the brand's commitment to a dual fuel strategy despite the rising penetration of electric vehicles in China [2] - Li Auto announced the full rollout of its VLA driver model, which has significantly increased the usage rates of its assisted driving features since its launch [3] Group 2: New Product Launches - Leap Motor plans to introduce a new D-series SUV priced around 300,000 yuan in Q4, aiming to compete in the high-end market with a cost-based pricing strategy [4] - Cadillac has introduced a new XT5 model with a starting price of 224,900 yuan, significantly lowering its entry price to attract more customers [5][6] - Ora is set to launch two global strategic models by the second half of 2025, following a period of rapid growth and subsequent market challenges [7] Group 3: Market Trends and Competition - The MPV market is experiencing a resurgence, with brands like Weipai and Haval introducing new models to capture market share previously dominated by traditional players [10][12] - Jianghuai's new energy pickups have been launched, indicating a shift towards electrification in the pickup segment, with competitive pricing starting at 159,800 yuan [13] - The competitive landscape in the SUV market is intensifying, with Haval introducing multiple models to cater to diverse consumer needs [12] Group 4: Sales Performance and Projections - The 2026 model of Lantu Dreamer has begun pre-sales, with a price range of 389,900 to 459,900 yuan, reflecting the brand's focus on high-tech features and market positioning [9] - Tengshi D9 has achieved significant sales growth, with over 103,198 units sold from January to August 2023, marking a 29.2% increase year-on-year [18]

Group 1 - Beijing Automotive Manufacturing Plant's subsidiary, Ruisheng Auto, has officially launched as an independent brand, focusing on the MPV market, making it the first domestic brand dedicated to this segment [2] - Ruisheng Auto aims to position itself as a "practical Chinese brand MPV" targeting the 120,000 to 250,000 yuan price range, with plans to invest 20 billion yuan in R&D over the next five years [2] - The MPV market is currently characterized by polarization, with high-end models being dominated by premium brands and low-end products facing compromises in configuration [2] Group 2 - Geely's new China Star series, featuring the Dongfang Yao, was highlighted at the Chengdu Auto Show, showcasing Geely's strategy of "parallel development" of fuel and electric vehicles [3] - Despite over 50% penetration of new energy vehicles in the Chinese market, fuel vehicles still account for 49.9% of the passenger car market, indicating a significant base for traditional vehicles [3] - Geely's China Star series has seen a sales increase, with cumulative sales exceeding 1.6 million units by July, with the Xingyue L series ranking second in overall SUV sales [3] Group 3 - Li Auto announced the full rollout of its VLA driver model, which has significantly improved usage rates for assisted driving features since its launch with the Li Auto i8 [4] - The total mileage for assisted driving among Li Auto users reached 4.9 billion kilometers, marking a 27 billion kilometer increase year-on-year [4] - The automotive industry is entering a phase of intelligent competition, with companies like Li Auto focusing on vertical integration and self-research strategies [4] Group 4 - Leap Motor plans to launch its D series model, a large three-row SUV priced around 300,000 yuan, in the fourth quarter of this year, aiming for a significant market presence [5] - The D series will be part of Leap Motor's broader strategy to achieve 1 million annual sales by 2026, emphasizing a cost-based pricing strategy [5] - Leap Motor's entry into the 300,000 yuan luxury segment reflects its ambition to disrupt the market with high cost-performance vehicles [5] Group 5 - Cadillac has introduced a new "one-price" strategy for its XT5 model, with a significant price reduction to 229,900 yuan, making it competitive in the mainstream market [6][7] - The XT5 is positioned as Cadillac's main selling model in China, with a price range of 379,900 to 459,900 yuan, indicating a strategic shift to attract more buyers [7] Group 6 - Ora plans to launch two global strategic models in the second half of 2025, with over 1 billion yuan invested in their development [8] - The Ora brand has accumulated over 520,000 global users and operates in over 50 countries, with a total mileage exceeding 7 billion kilometers [8] Group 7 - Beijing Off-road has launched the BJ30 Travel version, targeting the 100,000 yuan market with a hybrid model featuring advanced powertrain technology [9] - The BJ30 Travel aims to expand Beijing Off-road's product lineup in the growing light off-road vehicle market, which is becoming increasingly competitive [9] Group 8 - The 2026 model of Lantu Dreamer has officially started pre-sales, priced between 389,900 and 459,900 yuan, featuring advanced hybrid technology [10] - Lantu's collaboration with Huawei continues to evolve, with the Dreamer model being a key player in the MPV market, achieving significant sales growth [10] Group 9 - Great Wall's WEY brand is set to launch the Gaoshan 7, featuring advanced hybrid technology and aiming to capture the growing MPV market [11] - The MPV market is experiencing a resurgence, with domestic brands attempting to penetrate the mid-to-high-end segment previously dominated by traditional players [11] Group 10 - Haval has launched the Haval Big Dog PLUS, targeting the family-oriented SUV market with a competitive pricing strategy [13] - The Haval brand is diversifying its product offerings to cater to various consumer needs in the highly competitive SUV market [13] Group 11 - JAC Motors has introduced its new energy pickup models, the Hantu PHEV and Hantu EV, with competitive pricing and advanced technology [14] - JAC is a leading player in the pickup market, with significant sales growth and a strong presence in international markets [14] Group 12 - SAIC-GM-Wuling has unveiled the new MPV model, Star 730, which is designed for both family and commercial use, continuing its strong presence in the MPV segment [15] - The Star 730 is part of Wuling's strategy to expand its MPV offerings, having sold over 8 million units since the launch of its first model [15] Group 13 - Changan has launched the Hunter K50, a new pickup model with a competitive starting price, aiming to capture the growing market for electric and hybrid pickups [16] - The Hunter K50's diverse model offerings are designed to meet varying consumer demands in the evolving pickup market [16] Group 14 - Changan's new energy model, the E07, has been relaunched with upgraded features and competitive pricing, reflecting the company's commitment to innovation [17] - The E07's strategy emphasizes cost control and supply chain advantages in the competitive electric vehicle market [17] Group 15 - The Qin L EV has introduced a new model with advanced technology and competitive pricing, aiming to attract a broader customer base [18][19] - The Qin L EV's features highlight the shift in the market towards enhanced user experience and technological integration [19] Group 16 - The new Tengshi D9 models have been launched, with significant sales growth reported, indicating a successful expansion of the product lineup [20] - Tengshi's strategy to enhance its core models aims to drive higher sales and market presence in the competitive MPV segment [20]

Core Insights - Li Auto delivered 28,529 vehicles in August 2025, bringing the total cumulative deliveries to 1,397,070 vehicles as of August 31, 2025 [1] - The popularity of the Li MEGA has led to an increase in market share, surpassing 30% in the pure electric market above 500,000 yuan in June and exceeding 35% in July [1] - The factory is ramping up production capacity, with over 3,000 Li MEGA deliveries in August and expected to exceed 3,500 in September [1] - The newly launched Li i8 is accelerating production, with an estimated delivery of 8,000 to 10,000 units by the end of September [1] - The upcoming Li i6, targeting the 250,000 to 300,000 yuan price range, is set to launch with immediate deliveries in September [1] - The Li VLA driver model completed the push for Li i8 in August and will be fully rolled out to all AD Max models with OTA 8.0 in September [1] - As of August 31, 2025, Li Auto has established 543 retail centers across 156 cities and has deployed 3,190 Li Supercharging stations with 17,597 charging piles nationwide [1]

Core Insights - In August, Li Auto delivered 28,529 new vehicles, bringing the total cumulative deliveries to 1,397,070 vehicles as of August 31, 2025 [2] - The CEO, Li Xiang, announced that the newly launched Li Auto i8 is ramping up production, with expected deliveries of 8,000 to 10,000 units by the end of September [2] - The Li Auto i6, targeting the price range of 250,000 to 300,000 yuan, is set to launch in September with immediate deliveries [2] - The Li Auto VLA driver model completed the push for the i8 in August and will be fully rolled out to all ADMax models in September [2] - The sales momentum for the L series is expected to gradually recover following an organizational upgrade in the sales and service system [2] - In August, the delivery volume of the Li Auto MEGA exceeded 3,000 units, with production capacity expected to surpass 3,500 units in September [2]

Group 1: Event Overview - The 28th Chengdu International Auto Show opened on August 29, showcasing nearly 120 automotive brands and over 1,600 vehicles across an exhibition area of 220,000 square meters [1] - The event features 12 major exhibition halls and outdoor areas, covering various industry hotspots including complete vehicles, modified cars, humanoid robots, and three electric systems [1] Group 2: Domestic Brands Highlights - Domestic brands showcased strong performance, with the "Luxury Pavilion" being a major highlight, featuring Chery Group's brands including Chery, Exeed, iCAR, and Jietu [2] - Chery's new luxury hybrid off-road product series, Chery Zongheng, made its debut, attracting significant consumer attention [2] - BYD dominated Hall 9, presenting its brands such as Dynasty, Ocean, and Tengshi, along with new technologies like the "God Eye" system and "Megawatt Flash Charge" [2] - Changan showcased its brands including Changan, Changan Mazda, and Avita, emphasizing its innovations in the new energy and intelligent sectors [2] Group 3: New Models and Innovations - Several new models from domestic brands were unveiled, including Zeekr's flagship SUV Zeekr 9X and Geely's new Star Yue L [3] - Lantu's new model, Lantu Zhiyin, featuring Huawei's advanced driving system, was also highlighted [3] - Dongfeng's first model post-formation, Dongfeng Fengshen L8, was launched, providing more options for consumers [3] Group 4: New Forces and Technological Innovations - New force brands like Li Auto and Leap Motor showcased significant technological advancements, including Li Auto's next-generation driver assistance technology [4] - Xiaomi Auto made its debut at the show, indicating its strong commitment to the automotive sector [4] - Other brands like NIO and Huawei expanded their exhibition space to present their latest products and technologies [4] Group 5: Foreign and Joint Venture Brands - Despite the absence of several luxury brands, foreign and joint venture brands showcased their commitment to "electrification" and "localization" [5] - Mercedes-Benz introduced the new AMG CLE 53 4MATIC+ convertible and a new electric CLA, highlighting its product and technology advancements [5] - Audi's 27-star models, including the Q6L e-tron family, were prominently featured [6] Group 6: Market Stimulus and Consumer Engagement - The Chengdu Auto Show serves as a significant platform for stimulating regional automotive consumption, with various purchase incentive policies introduced [8] - The Chengdu Municipal Bureau launched a "purchase subsidy" policy, offering up to 20,000 yuan per vehicle for trade-ins [8] - The event also focused on showcasing cutting-edge new energy vehicles and smart technologies, enhancing consumer awareness and acceptance [8] Group 7: Future Prospects - The 2025 Chengdu Auto Show is expected to bring new vitality and opportunities to the automotive industry, reflecting the rise of domestic brands, innovations from new forces, and the localization efforts of foreign and joint venture brands [9] - The introduction of purchase stimulus policies is anticipated to further invigorate the automotive consumption market in the central and western regions of China [9]

Core Insights - The article discusses the advancements in the Li Auto VLA driver model, highlighting its improved capabilities in understanding semantics, reasoning, and trajectory planning, which are essential for autonomous driving [1][3] - The VLA model has evolved from VLM+E2E, integrating various cutting-edge technologies such as end-to-end learning, trajectory prediction, visual language models, and reinforcement learning [3] Summary by Sections VLA Model Capabilities - The VLA model enhances semantic understanding through multimodal input, excels in reasoning with a thought chain approach, and closely mimics human driving intuition via trajectory planning [1] - It possesses four core abilities: spatial understanding, reasoning, communication and memory, and behavioral capabilities [1] Research and Development Focus - The academic community is increasingly shifting towards large models and VLA, while traditional perception and planning tasks are still being optimized in the industry [3] - There is a growing interest in VLA, with many students seeking guidance on research papers related to this area, indicating a significant opportunity for academic contributions [3] Course Structure and Offerings - A structured course is being offered to help students systematically grasp key theoretical knowledge and develop practical skills in VLA research [5][12] - The course spans 12 weeks of online group research followed by 2 weeks of paper guidance, culminating in a maintenance period for ongoing support [13][33] Enrollment and Requirements - The program is limited to 6-8 participants per session, targeting individuals with a background in deep learning and basic knowledge of autonomous driving algorithms [11][20] - Participants are expected to have a foundational understanding of Python and PyTorch, with access to high-performance computing resources recommended [20] Learning Outcomes - Students will gain insights into classic and cutting-edge research papers, develop coding skills, and receive guidance on writing and submitting academic papers [19][33] - The course aims to produce a draft of a research paper as a tangible outcome of the learning experience [19][33]

Core Insights - The article discusses the advancements of the Li Auto VLA driver model, highlighting its improved capabilities in understanding semantics, reasoning, and trajectory planning, which are crucial for autonomous driving [1][3][5] Group 1: VLA Model Capabilities - The VLA model demonstrates enhanced semantic understanding through multimodal input, improved reasoning via thinking chains, and a closer approximation to human driving intuition through trajectory planning [1] - Four core abilities of the VLA model are showcased: spatial understanding, reasoning ability, communication and memory capability, and behavioral ability [1][3] Group 2: Research and Development Trends - The VLA model has evolved from VLM+E2E, integrating various cutting-edge technologies such as end-to-end learning, trajectory prediction, visual language models, and reinforcement learning [5] - While traditional perception and planning tasks are still being optimized in the industry, the academic community is increasingly shifting focus towards large models and VLA, indicating a wealth of subfields still open for exploration [5] Group 3: VLA Research Guidance Program - A VLA research paper guidance program has been initiated, receiving positive feedback, aimed at helping participants systematically grasp key theoretical knowledge and develop their own research ideas [6] - The program includes a structured curriculum over 14 weeks, covering topics from traditional end-to-end autonomous driving to writing methodologies for research papers [9][11][30] Group 4: Course Structure and Requirements - The course is designed for a maximum of 8 participants per session, targeting individuals with a background in VLA and autonomous driving at various academic levels [12][15] - Participants are expected to have a foundational understanding of deep learning, Python programming, and familiarity with PyTorch, with specific hardware requirements suggested for optimal performance [21][22] Group 5: Expected Outcomes - Participants will gain insights into classic and cutting-edge research papers, coding skills, and methodologies for writing and submitting research papers, culminating in the production of a draft paper [20][34] - The program aims to enhance participants' understanding of algorithms, their advantages and disadvantages, and to stimulate their research ideas through structured guidance [20][34]