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 - Wentech Technology has made significant progress in the major asset sale to Luxshare Precision and its affiliates, marking a pivotal moment in the semiconductor and assembly sector for the year [2] Group 1: Asset Sale Progress - As of now, 100% equity of four companies including Kunming Zhitong, Shenzhen Wentech, Huangshi Zhitong, and Kunming Wenxin has been successfully transferred, along with the business asset package related to Wuxi Wentech and Wuxi Wenxin [2] - The asset transfer for the Indian Wentech package is nearing completion, while the equity transfer for Hong Kong Wentech and its subsidiary in Indonesia will occur swiftly after the non-trading asset divestiture [2] Group 2: Financial Implications - The total consideration for the transaction is estimated to be close to 5 billion yuan, which will allow Wentech to divest part of its communication product integration and assembly business [2] - Post-transaction, the company aims to concentrate resources on strengthening its semiconductor IDM (Integrated Device Manufacturing) core business, particularly in automotive-grade power semiconductors and advanced SiC/GaN process capacity expansion [2] Group 3: Future Growth and Market Position - After the completion of the asset sale, Wentech is expected to have ample cash to accelerate the expansion of its 12-inch automotive-grade SiC wafer factory in Shanghai and establish a module packaging center for European clients [3] - By 2026, the company's capacity for automotive-grade power semiconductors is projected to more than double, with the global market share anticipated to increase from the current 8% to 15% [3] - The asset sale is expected to significantly reduce Wentech's financial leverage and enhance the profitability visibility of its semiconductor business, with a projected increase of approximately 600 million yuan in net profit for 2025 [3]