"快速响应" 是一家车企生存与壮大的核心能力。 中国汽车市场脉搏之快令人屏息：每年将近百款新车登场、座舱及辅助驾驶能力快速迭代，价格战的火 药味更是到达前所未有的浓度。 当"变化"成为市场的唯一定数，"快速响应"便是一家车企生存与壮大的核心能力。谁能以最敏锐的触角 感知消费风向的流转，并以最迅捷的步伐将用户渴望转化为产品和服务，谁便最有可能抢占制高点。 在新能源车市场摸爬滚打数年的理想汽车，已率先将这套生存法则，从理论淬炼为实战兵器。 7月底，理想推出了旗下第二款纯电车型i8。新车上市一周后，理想宣布i8车型配置调整。此前理想i8共 有Pro、Max、Ultra三个版本，售价从32.18-36.98万元。 现以Max版本作为标准配置，定价33.98万元。原Ultra版本方能提供的铂金音响现为标配配置，后排娱 乐屏套装则被调整为选装配置，售价为1万元。 在30-40万元的六座SUV市场，置换型用户是中坚力量，这些用户对空间与体验的改善有着强烈需求， 同时希望好产品呈现极具性价比的售价。 面对精明的置换型用户，理想i8迅速将呼声最高的配置下放、将非核心需求转为选装，精准提升产品力 的同时优化价格锚点。这便是理想汽 ...

招商证券国际近期研报指出，i8符合预期但市场认知有偏差，实际体验后或扭转。该行认为，i8在实际 体验后产品力会有更强感知，从而催化实际订单，令市场对i8 预期将见底回升。例如公司的充电网络 已超特斯拉以及VLA智驾系统等优势，均需要较长实际体验才形成感知。此外理想产品家庭属性强， 购车决策相对更长，因此不能根据公司不公布短期订单数断言产品成功率。 理想汽车-W(02015)午后一度涨超4%，截至发稿，涨2.67%，报103.9港元，成交额26.26亿港元。 消息面上，8月5日，理想汽车方面宣布对理想i8进行统一的配置调整，以理想i8 Max版本车型作为标准 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1万元的铂金音响，并提供后舱娱乐屏 套装作为选装，价格1万元。公开资料显示，理想i8于7月29日上市，共推出3款车型，售价区间为32.18 万~36.98万元。 ...

Core Viewpoint - The article discusses the recent adjustments made by the company regarding the i8 SKU, including pricing changes and feature enhancements, while raising questions about the implications for profitability and organizational capabilities. Group 1: i8 SKU Adjustments - The company has decided to adjust the i8 SKU based on a 98% MAX Ultra option rate, reducing the price of the MAX version by 10,000 and adding a platinum sound system, with options for additional features at a cost of 10,000 [1]. Group 2: Strategic Questions - Questions are raised regarding how the L series will operate following the i8 adjustments [3]. - The potential impact of the i8 changes on gross margin, net profit margin, and free cash flow is questioned [3]. - There is speculation about whether the company's recent operations have been chaotic and the underlying reasons for this [3]. - The article questions the current organizational capability of the company and how it should be evaluated [3]. - It discusses whether the CEO has made multiple misjudgments in recent years and how to interpret this phenomenon [3]. - The article explores the relationship between the CEO's acceptance of potential misjudgments and the overall confidence in the company's future [3]. - It inquires about the long-term trends in the industry and the CEO's insights on what is clear and what remains uncertain [3]. - The article differentiates between events that were anticipated by the company and those that were not in recent months [3]. - It questions whether a positive long-term outlook for the company requires that many factors align with its expectations [3]. - The company's ability to manage public sentiment and its expected development in this area are evaluated [3]. - A comparison of the company's core advantages and disadvantages relative to competitors like Huawei and Xiaomi is made [3]. - The article discusses the short-term perception of smart vehicles as a poor business model and questions the long-term viability of smart vehicles and AI robotics [3]. - It examines the relationship between smart vehicles and AI, particularly the importance of foundational model capabilities [3]. - The potential of the VLA and the company's smart cockpit is questioned, suggesting that many may underestimate it [3]. - The company's position in the AI and hardware-software integration field is assessed [3].