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永长红
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永长红
永长红
·
06-16 20:05
理想上纯电必死无疑，有固态电池上车才有可能活下去。他没技术，只靠脱裤子放屁1.5T加小电池解决眼前的里程焦虑问题，现在是革命的时候到了。
理想汽车打响纯电动车“反击战”，理想i8还没上市i6也要来了
在进入到2025年后，理想汽车又开始再次发力纯电动车市场了。今年4月份理想全新的中大型纯电SUV理想i8申报信息正式公布，还没等新车上市近日理想又一款纯电SUV车型相关谍照也曝光了，这台车就是理想i6，定位也是一台中大型纯电SUV，同时也是理想汽车第二款纯电SUV车型。在外观设计上采用了跟理想i8同样的设计风格，车长超5米轴距超3米，全系车型将会标配激光雷达。7月理想i8上市后，最快9月理想i6也会正式发布。
理想汽车打响纯电动车“反击战”，理想i8还没上市i6也要来了
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永长红
永长红
·
06-10
他确实创造了电视大沙发，但是8年后电池衰减，变成了想扔扔不掉的东西，想留留不了，到时候理想化为灰烬。
理想汽车核心竞争力剖析：对标苹果与任天堂
“创造移动的家，创造幸福的家”。
理想汽车核心竞争力剖析：对标苹果与任天堂
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永长红
永长红
·
05-29
纯电车一出死路一条，和官财车一样，没有后路。
@理想之城：
交流会上说了，纯电加增程的目标是3000亿。这些信息都公开了，市场肯定会对3000亿开始有预期，i8和i6的销量也被算进去了。所以，只要股价一暴涨，就应该在i8上市前赶紧卖。 $理想汽车(LI)$ $理想汽车-W(02015)$
交流会上说了，纯电加增程的目标是3000亿。这些信息都公开了，市场肯定会对3000亿开始有预期，i8和i6的销量也被算进去了。所以，只要股价一暴涨，就应该在i8上市前赶紧卖。 $理想汽车(LI)$ $理想汽车-W(02015)$
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永长红
永长红
·
04-29
对啊，你说的对，拿来主义始终都要完蛋了，理想是丰满，就等未来。
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永长红
永长红
·
04-22
**毛周销量都是假的
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永长红
永长红
·
03-25
垃圾言论
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永长红
永长红
·
03-19
换电站应该是蔚来有技术，宁王有资源和资金合作共赢。
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href=\"https://laohu8.com/S/09863\">零跑汽车</a>的转型最快表现也最为出色。</p><p>零跑C系列车型不仅推出了增程混动版本，而且在整体的设计上也是借鉴了理想汽车。因为售价比理想汽车便宜不少，所以零跑也就有了“半价理想”这个绰号。</p><p>从今年前5月的销量情况来看，在造车新势力车企中零跑汽车的零售量是仅次于理想汽车位居第二的。1~5月的销量为15.6万辆，同比增幅更是高达134.9%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250616111806424d206k2nxhmkc8lb\"/><p>除了零跑之外，包括阿维塔、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏</a>以及<a href=\"https://laohu8.com/S/01810\">小米</a>在内的、原来只生产纯电动车型的造车新势力车企，也都已经推出或者正准备推出增程混动版车型。</p><p>市场蛋糕就这么大，毫无疑问随着上述车企增程混动版车型的推出，也势必会抢占一部分理想汽车的份额。</p><p>作为理想汽车，当然也不会没有察觉。因为早在去年理想就推出了一款纯电动车型理想MEGA，这是一台中大型纯电MPV。不过从目前的销量表现来看，并不理想。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250616111809367d206lho3eu3fdmc\"/><p>也就是说凭借着这款车，理想汽车很难在电动车市场站稳脚跟。在进入到2025年后，理想汽车又开始再次发力纯电动车市场了。</p><p>今年4月份理想全新的中大型纯电SUV理想i8申报<a href=\"https://laohu8.com/S/300469\">信息</a>正式公布，还没等新车上市近日理想又一款纯电SUV车型相关谍照也曝光了，</p><p>这台车就是理想i6，定位也是一台中大型纯电SUV，同时也是理想汽车第二款纯电SUV车型。在外观设计上采用了跟理想i8同样的设计风格，车长超5米轴距超3米，全系车型将会标配激光雷达。</p><img 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车打响纯电动车“反击战”，理想i8还没上市i6也要来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-16 11:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061611182897814994&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在国内造车新势力车企中，理想汽车虽然成立的时间不算最早，但在销量方面理想汽车的表现绝对称得上是最抢眼的。早在多年前就凭借着理想ONE这一款车型，就成为造车新势力的销量冠军。此后，在理想ONE停产之后，理想汽车一口气又推出了4款\"L\"系列车型。凭借着彩电明显大沙发和增程混动没有充电焦虑的优势，理想这几款L系列车型上市后的销量表现也十分可观，可以说延续着理想ONE的辉煌，继续领跑造车新势力车企。根据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061611182897814994&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","02015":"理想汽车-W","BK1119":"汽车制造商","BK1587":"次新股","LU1720050803.USD":"安联全方位中国股票基金","BK1539":"汽车股","BK1588":"回港中概股","BK1575":"同股不同权","LI":"理想汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025061611182897814994&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2543649180","content_text":"在国内造车新势力车企中，理想汽车虽然成立的时间不算最早，但在销量方面理想汽车的表现绝对称得上是最抢眼的。早在多年前就凭借着理想ONE这一款车型，就成为造车新势力的销量冠军。此后，在理想ONE停产之后，理想汽车一口气又推出了4款\"L\"系列车型。凭借着彩电明显大沙发和增程混动没有充电焦虑的优势，理想这几款L系列车型上市后的销量表现也十分可观，可以说延续着理想ONE的辉煌，继续领跑造车新势力车企。根据最新公布的零售销量数据显示，今年前5个月理想汽车累计销量接近16.8万辆，同比增长18.7%，仍然是造车新势力的销量冠军。眼见理想汽车销量居高不下，早在前些年有一些造车新势力也都开始纷纷“学习理想好榜样”，这其中零跑汽车的转型最快表现也最为出色。零跑C系列车型不仅推出了增程混动版本，而且在整体的设计上也是借鉴了理想汽车。因为售价比理想汽车便宜不少，所以零跑也就有了“半价理想”这个绰号。从今年前5月的销量情况来看，在造车新势力车企中零跑汽车的零售量是仅次于理想汽车位居第二的。1~5月的销量为15.6万辆，同比增幅更是高达134.9%。除了零跑之外，包括阿维塔、极氪、小鹏以及小米在内的、原来只生产纯电动车型的造车新势力车企，也都已经推出或者正准备推出增程混动版车型。市场蛋糕就这么大，毫无疑问随着上述车企增程混动版车型的推出，也势必会抢占一部分理想汽车的份额。作为理想汽车，当然也不会没有察觉。因为早在去年理想就推出了一款纯电动车型理想MEGA，这是一台中大型纯电MPV。不过从目前的销量表现来看，并不理想。也就是说凭借着这款车，理想汽车很难在电动车市场站稳脚跟。在进入到2025年后，理想汽车又开始再次发力纯电动车市场了。今年4月份理想全新的中大型纯电SUV理想i8申报信息正式公布，还没等新车上市近日理想又一款纯电SUV车型相关谍照也曝光了，这台车就是理想i6，定位也是一台中大型纯电SUV，同时也是理想汽车第二款纯电SUV车型。在外观设计上采用了跟理想i8同样的设计风格，车长超5米轴距超3米，全系车型将会标配激光雷达。7月理想i8上市后，最快9月理想i6也会正式发布。根据此前理想汽车官方透露，今年将会推出5款纯电产品。版权声明：本文为车快评原创，转载请联系授权，未经允许严禁转载，且图文杜绝任何形式的抄袭盗用，否则将追究法律责任。文章部分图片来源网络，版权归原作者所有，如有使用到您的作品，请联系我们索取稿酬或者删除。","news_type":1,"symbols_score_info":{"02015":1,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444600411378416,"gmtCreate":1749566154457,"gmtModify":1749566155592,"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"永长红","avatar":"https://static.tigerbbs.com/66b8eaac81a92d39bfdcef1516da6dfb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"themes":[],"htmlText":"他确实创造了电视大沙发，但是8年后电池衰减，变成了想扔扔不掉的东西，想留留不了，到时候理想化为灰烬。","listText":"他确实创造了电视大沙发，但是8年后电池衰减，变成了想扔扔不掉的东西，想留留不了，到时候理想化为灰烬。","text":"他确实创造了电视大沙发，但是8年后电池衰减，变成了想扔扔不掉的东西，想留留不了，到时候理想化为灰烬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444600411378416","repostId":"2542946356","repostType":2,"repost":{"id":"2542946356","kind":"news","pubTimestamp":1749513796,"share":"https://www.laohu8.com/m/news/2542946356?lang=&edition=full","pubTime":"2025-06-10 08:03","market":"us","language":"zh","title":"理想汽车核心竞争力剖析：对标苹果与任天堂","url":"https://stock-news.laohu8.com/highlight/detail?id=2542946356","media":"东吴证券股份有...","summary":"“创造移动的家，创造幸福的家”。","content":"<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>的最核心竞争力是在于：李想本人的极致产品经理思维方式以及快速学习纠错能力。“创造移动的家，创造幸福的家”一直是理想汽车的使命，公司愿景-价值观-行为标准跟随外在环境变化在逐步调整。<strong>如果要给理想汽车找对标系，我们认为是“<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/NTDOY\">任天堂</a>”。</strong></p><p>理想汽车国内市场能做多大？目前理想规划在营收达3000亿元之前坚持做SUV/MPV品类，后续将拓展轿车品类。根据我们的对中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场分析判断：20万元+SUV/MPV市场<a href=\"https://laohu8.com/S/600532\">未来</a>3-5年市场规模预计稳定在470万辆，其中混动渗透率/纯电渗透率预计分别会达到30%/35%。目前理想已经获得20万元以上SUV市场份额第一名，考虑未来理想产品谱系完善/技术底座加强，我们按照悲观到乐观假设20万元以上市场理想市占率远期空间可达到17%/20%/25%（销量市占率，下同），对应理想SUV销量空间为68/80/100万辆，20万元以上MPV市场份额10%（对应7万辆），合计在进行轿车布局前理想国内销量天花板预计75-107万辆。</p><p>理想汽车技术底座能力如何？在核心技术布局上，我们认为理想汽车是有取舍且擅长与合作伙伴分工协作。</p><p>1）电动化技术布局维度：增程方面，理想引领增程式新能源汽车走向市场并迭代下一代增程技术，REV3.0将搭载500km+纯电续航大电池，增程器热效率达到43%+。纯电方面，理想拥抱800V架构，在SiC产业链重点布局封装测试环节，建立自动化工厂自研封装新技术，参与晶圆制造环节前置阶段的芯片设计；理想快速推进超充桩自建，截至2025年5月4日已<a href=\"https://laohu8.com/S/01630\">建成</a>2271座；电池方面，理想联合<a href=\"https://laohu8.com/S/300750\">宁德</a>打造麒麟5C电池，进一步优化内阻。车身一体化方面，理想Mega联合<a href=\"https://laohu8.com/S/603348\">文灿股份</a>，首次采用免热处理进行后地板骨架一体化压铸，后续与燕龙科技、博俊科技合作，将一体化压铸继续应用于前舱和后地板。</p><p>2）智能化技术布局维度：硬件方面，2025款理想L系列率先搭载700TOPS<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Thor-U芯片，并上车<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>新一代ATL激光雷达，预埋下一代智能化能力。软件方面，现阶段理想自研端到端+VLM助力其智驾进入行业第一梯队，自研下一代VLA模型将于2025H2上车，云端预训练VL基座模型，蒸馏后加入action部分，有望实现司机Agent智能体。座舱方面，理想同学MindGPT 3.0上线深度思考，模型能力进一步提升。</p><p>风险提示：乘用车价格战超预期；终端需求恢复低于预期；L3级别自动驾驶政策推出节奏不及预期。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想汽车核心竞争力剖析：对标苹果与任天堂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车核心竞争力剖析：对标苹果与任天堂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-10 08:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506100803219515706c&s=b><strong>东吴证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想汽车的最核心竞争力是在于：李想本人的极致产品经理思维方式以及快速学习纠错能力。“创造移动的家，创造幸福的家”一直是理想汽车的使命，公司愿景-价值观-行为标准跟随外在环境变化在逐步调整。如果要给理想汽车找对标系，我们认为是“苹果和任天堂”。理想汽车国内市场能做多大？目前理想规划在营收达3000亿元之前坚持做SUV/MPV品类，后续将拓展轿车品类。根据我们的对中国新能源汽车市场分析判断：20万元+...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506100803219515706c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202506100803219515706c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542946356","content_text":"理想汽车的最核心竞争力是在于：李想本人的极致产品经理思维方式以及快速学习纠错能力。“创造移动的家，创造幸福的家”一直是理想汽车的使命，公司愿景-价值观-行为标准跟随外在环境变化在逐步调整。如果要给理想汽车找对标系，我们认为是“苹果和任天堂”。理想汽车国内市场能做多大？目前理想规划在营收达3000亿元之前坚持做SUV/MPV品类，后续将拓展轿车品类。根据我们的对中国新能源汽车市场分析判断：20万元+SUV/MPV市场未来3-5年市场规模预计稳定在470万辆，其中混动渗透率/纯电渗透率预计分别会达到30%/35%。目前理想已经获得20万元以上SUV市场份额第一名，考虑未来理想产品谱系完善/技术底座加强，我们按照悲观到乐观假设20万元以上市场理想市占率远期空间可达到17%/20%/25%（销量市占率，下同），对应理想SUV销量空间为68/80/100万辆，20万元以上MPV市场份额10%（对应7万辆），合计在进行轿车布局前理想国内销量天花板预计75-107万辆。理想汽车技术底座能力如何？在核心技术布局上，我们认为理想汽车是有取舍且擅长与合作伙伴分工协作。1）电动化技术布局维度：增程方面，理想引领增程式新能源汽车走向市场并迭代下一代增程技术，REV3.0将搭载500km+纯电续航大电池，增程器热效率达到43%+。纯电方面，理想拥抱800V架构，在SiC产业链重点布局封装测试环节，建立自动化工厂自研封装新技术，参与晶圆制造环节前置阶段的芯片设计；理想快速推进超充桩自建，截至2025年5月4日已建成2271座；电池方面，理想联合宁德打造麒麟5C电池，进一步优化内阻。车身一体化方面，理想Mega联合文灿股份，首次采用免热处理进行后地板骨架一体化压铸，后续与燕龙科技、博俊科技合作，将一体化压铸继续应用于前舱和后地板。2）智能化技术布局维度：硬件方面，2025款理想L系列率先搭载700TOPS英伟达Thor-U芯片，并上车禾赛新一代ATL激光雷达，预埋下一代智能化能力。软件方面，现阶段理想自研端到端+VLM助力其智驾进入行业第一梯队，自研下一代VLA模型将于2025H2上车，云端预训练VL基座模型，蒸馏后加入action部分，有望实现司机Agent智能体。座舱方面，理想同学MindGPT 3.0上线深度思考，模型能力进一步提升。风险提示：乘用车价格战超预期；终端需求恢复低于预期；L3级别自动驾驶政策推出节奏不及预期。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":1}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440279638241920,"gmtCreate":1748528588350,"gmtModify":1748528589563,"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"永长红","avatar":"https://static.tigerbbs.com/66b8eaac81a92d39bfdcef1516da6dfb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"themes":[],"htmlText":"纯电车一出死路一条，和官财车一样，没有后路。","listText":"纯电车一出死路一条，和官财车一样，没有后路。","text":"纯电车一出死路一条，和官财车一样，没有后路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440279638241920","repostId":"440321789805152","repostType":1,"repost":{"id":440321789805152,"gmtCreate":1748527150427,"gmtModify":1748527153060,"author":{"id":"10000000000010486","authorId":"10000000000010486","name":"理想之城","avatar":"https://static.tigerbbs.com/afa8fd7934742274cc59594904a5c223","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010486","authorIdStr":"10000000000010486"},"themes":[],"htmlText":"交流会上说了，纯电加增程的目标是3000亿。这些信息都公开了，市场肯定会对3000亿开始有预期，i8和i6的销量也被算进去了。所以，只要股价一暴涨，就应该在i8上市前赶紧卖。 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