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坚守2025

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- 坚守2025坚守2025
  ·08-28
  $理想汽车(LI)$ 干死空头
  359 评论
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- 坚守2025坚守2025
  ·08-22
  $理想汽车-W(02015)$ 蔚🐶真是找骂，蔚来盈利猴年马月，还有脸跑到这里找骂
  1,360 4
  3
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- 坚守2025坚守2025
  ·08-21
  $理想汽车(LI)$ 空头真 tm 疯了
  325 评论
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- 坚守2025坚守2025
  ·08-08
  $理想汽车(LI)$ 看看谁在吹牛！
  993 2
  2
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- 坚守2025坚守2025
  ·08-08
  $理想汽车(LI)$ 车还没开始交付，一群 gou 乱叫！
  343 评论
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- 坚守2025坚守2025
  ·08-06
  什么狗东西都要出来踩一脚
  理想汽车“不理想”的纯电车
  自7月29日发布新车后，理想汽车的股价一路下跌。按月交付量来看，理想汽车在二季度交付增速急剧下滑。截至最新的7月末，理想汽车的交付量下滑速度加快。按照常理，大卡车在碰撞乘用车汽车后，会对其造成毁灭性破坏的交通事故，安全教育也要大众“远离大卡车”，市场质疑2吨的纯电车理想i8能把8吨重的乘龙卡车撞出视频效果。理想汽车推出碰撞试验是为证明纯电车理想i8的安全性。截至目前，理想汽车并未公布理想i8的销售情况。
  理想汽车“不理想”的纯电车
  389 评论
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- 坚守2025坚守2025
  ·08-04
  $理想汽车(LI)$ 打爆空头，让造谣者闭嘴！
  601 评论
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- 坚守2025坚守2025
  ·07-15
  $理想汽车-W(02015)$ 打爆空头
  521 评论
  2
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- 坚守2025坚守2025
  ·07-01
  $理想汽车(LI)$ 市值管理真差！先是王兴减持，再有二季度季度不及预期，又是纯电车发布到 7 月底，苦了持股者！
  1.70万 1
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- 坚守2025坚守2025
  ·05-29
  $理想汽车(LI)$ 第一季度利空出尽，准备突破前高吧
  819 评论
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看看谁在吹牛！","images":[{"img":"https://static.tigerbbs.com/adccc65ea7d399833e76e552bdab7e58","width":"960","height":"5417"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/465436280504728","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436920162604594","authorId":"3436920162604594","name":"灵栖国伟hzygw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3436920162604594","authorIdStr":"3436920162604594"},"content":"这种续航测试提现不出来技术先进落后，因为电控水平高低头部车企都能控制在一两个点以内，电池又是宁德时代的。唯一区别是风阻设计，车身轻量化设计，胎压大小。如果想让谁家续航低，只要车窗开点缝让空调满负荷运行，胎压低，滚阻大轮胎，行车激进，就能比对手多消耗很多续航。","text":"这种续航测试提现不出来技术先进落后，因为电控水平高低头部车企都能控制在一两个点以内，电池又是宁德时代的。唯一区别是风阻设计，车身轻量化设计，胎压大小。如果想让谁家续航低，只要车窗开点缝让空调满负荷运行，胎压低，滚阻大轮胎，行车激进，就能比对手多消耗很多续航。","html":"这种续航测试提现不出来技术先进落后，因为电控水平高低头部车企都能控制在一两个点以内，电池又是宁德时代的。唯一区别是风阻设计，车身轻量化设计，胎压大小。如果想让谁家续航低，只要车窗开点缝让空调满负荷运行，胎压低，滚阻大轮胎，行车激进，就能比对手多消耗很多续航。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465437964177584,"gmtCreate":1754657215227,"gmtModify":1754658284865,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"<a 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乱叫！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465437964177584","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464683807264864,"gmtCreate":1754473516645,"gmtModify":1754476268392,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"什么狗东西都要出来踩一脚","listText":"什么狗东西都要出来踩一脚","text":"什么狗东西都要出来踩一脚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464683807264864","repostId":"2557322084","repostType":2,"repost":{"id":"2557322084","kind":"news","pubTimestamp":1754473260,"share":"https://www.laohu8.com/m/news/2557322084?lang=&edition=full","pubTime":"2025-08-06 17:41","market":"us","language":"zh","title":"理想汽车“不理想”的纯电车","url":"https://stock-news.laohu8.com/highlight/detail?id=2557322084","media":"财中社","summary":"自7月29日发布新车后，理想汽车的股价一路下跌。按月交付量来看，理想汽车在二季度交付增速急剧下滑。截至最新的7月末，理想汽车的交付量下滑速度加快。按照常理，大卡车在碰撞乘用车汽车后，会对其造成毁灭性破坏的交通事故，安全教育也要大众“远离大卡车”，市场质疑2吨的纯电车理想i8能把8吨重的乘龙卡车撞出视频效果。理想汽车推出碰撞试验是为证明纯电车理想i8的安全性。截至目前，理想汽车并未公布理想i8的销售情况。","content":"<html><body><article><p>发布新纯电产品理想i8一周后，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（02015/LI）官宣降价。与此同时，<a href=\"https://laohu8.com/S/02015\">理想汽车</a>销售也遇到困难，7月28日-8月3日周销量0.55万辆，7月销量下降近40%。</p><p>自7月29日发布新车后，理想汽车的股价一路下跌。发布次日7月30日，理想汽车大跌12.84%，六个交易日累计下跌18.85%。8月6日，公司股价报收97.3港元/股，跌幅5.35%。</p><p><strong>新车一周降价 7月销量直线下滑</strong></p><p>2025年7月29日，理想汽车正式发布家庭六座纯电SUV——理想i8，提供Pro、Max、Ultra三个版本，统一零售价分别为32.18万元、34.98万元和36.98万元。</p><p>一个星期后，理想宣布，i8 Max直降1万元至33.98万元，原售价32.18万元的Pro版和36.98万元的Ultra版车型被取消。</p><p>这一次的理想汽车旗舰级纯电车理想i8，在舆论上有不少争议。</p><p>过去两年，理想汽车依靠增程技术的L系列产品，建立起中大型SUV市场的强势地位。继2024年3月推出的MEGA车型销量不畅后，理想汽车同年4月推出目前增程车型L系列的最后一款理想L6，L6是理想汽车首款售价在30万以下的增程式汽车，它的发布帮助理想销量继续增长，2024全年交付超过50万辆，撑起2024年理想汽车连续36周占据中国市场新势力品牌周销量榜单第一。</p><p>在理想i8推出前，理想L系列“焕新款”已经于5月8日全部更新完毕。但遗憾的是，L系列并没有守住理想汽车的2025年交付计划。</p><p>6月27日，理想汽车下调第二季度汽车交付量，预计将在该季度交付约10.8万辆汽车，相较于之前预期的12.3-12.8万辆下降1.2-2万辆。</p><p>2025年第一季度，公司共计交付9.29万辆新车，同比增长15.5%。第二季度共交付11.1万辆，同比增速只有2.2%，基本与上年齐平。</p><p>按月交付量来看，理想汽车在二季度交付增速急剧下滑。4月-6月，理想汽车分别交付3.4万辆、4.1万辆、3.6万辆，分别同比变化31.6%、16.7%及-24.1%。</p><p>截至最新的7月末，理想汽车的交付量下滑速度加快。当月公司交付新车3.1万辆，与上年的5.1万辆同比缩水近40%。至于自7月28日-8月3日跨月周销量只有0.55万辆。</p><p>如今理想汽车CEO李想明显没有继续推出L系列的打算，L系列在过去撑起理想汽车的“锦绣江山”，接下来该i系列纯电“打天下”了。</p><p>理想汽车的纯电MEGA在2024年交出一份销量1万余辆的答卷，纯电i系列是一张没有退路的牌。</p><p><strong>碰撞卡车测试</strong></p><p>理想汽车在7月29日发布理想i8车型时，发布了一段碰撞卡车的测试视频，视频中理想i8和一辆卡车相撞，理想i8外形无明显损坏，车门可以正常打开，但卡车驾驶室车头严重变形，驾驶室和后货箱分离，车身撞击后四轮腾空。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250806174127149d201xg5xe7nzctq\"/><p>事发后，该卡车的品牌方乘龙卡车称，某汽车品牌发布通过非常规测试场景，发布与公众认知正常碰撞结果偏差较大的视频，贬低<a href=\"https://laohu8.com/S/600081\">东风</a>柳汽品牌形象。乘龙卡车连续几天发布自家品牌卡车超30次碰撞试验，并且直言“活着，才有资格谈理想”。</p><p>随后，乘龙卡车所属的<a href=\"https://laohu8.com/S/600006\">东风</a>柳汽官微发布澄清文章指明理想汽车测试环境与设备不专业，“该视频相关测试及实际交通情况存在极大差异。”东风柳汽属于央企<a href=\"https://laohu8.com/S/00489\">东风集团</a>，主营有卡车等商用车业务、乘用车及新能源车，旗下拥有专注轻型商用车型的东风股份（600006）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250806174130058d201lv2qj72fo0v\"/><p>测评视频在市场也引发轩然大波。按照常理，大卡车在碰撞乘用车汽车后，会对其造成毁灭性破坏的交通事故，安全教育也要大众“远离大卡车”，市场质疑2吨的纯电车理想i8能把8吨重的乘龙卡车撞出视频效果。</p><p>8月3日晚，理想汽车回应《关于理想i8安全性碰撞测试的说明》，解释使用的卡车为二手车，碰撞测试目的是验证和提升理想i8的被动安全性能，“测试所用东风柳汽乘龙品牌二手卡车仅作为移动式壁障物，我们无意、也没有对其做出质量方面的引导性评价。”</p><p>执行碰撞测试的第三方机构——中国汽车工程研究院股份有限公司（下称“<a href=\"https://laohu8.com/S/601965\">中国汽研</a>”）发布声明函称，中国汽研仅在市场端随机购买的二手卡车作为测评对象，并且配重至8吨，二手卡车的行驶速度40km/h，理想i8的速度在60km/h，卡车行驶速度远慢于理想i8。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250806174137626d201zzo3xtbdeyw\"/><p>理想汽车推出碰撞试验是为证明纯电车理想i8的安全性。截至目前，理想汽车并未公布理想i8的销售情况。新势力汽车在发布新款车型后，经常会有大定数量，理想汽车推出上款理想L6汽车时也很活跃。</p><p>i8之前，理想汽车纯电产品只有销量不多的理想MEGA，基本盘L系列增程式汽车赛道也面临更多强敌。除了鸿蒙智行旗下四界之一的“问界”步步紧逼之外，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>旗下的腾势、长安旗下的深蓝、<a href=\"https://laohu8.com/S/00175\">吉利</a>的<a href=\"https://laohu8.com/S/ZK\">极氪</a>和<a href=\"https://laohu8.com/S/000806\">银河</a>等一众车企竞相推出或者准备上市中大型SUV车型。</p><p>2025年一季度，理想汽车实现营收259.3亿元，同比微增1.1%；实现归属普通股股东的<span>净利润</span>6.5亿元，同比增长了9.4%。</p><p>理想汽车利润增长，同其控制费用分不开。2025年一季度，理想汽车研发费用为25亿元，同比减少了17.5%；“销售、一般及管理费用”为25亿元，同比下降15%。这两项费用合计为公司节省了约10亿元。</p><p>2025年一季度，理想汽车归属净利润增加了不到6000万元，10亿元的研发和销售等费用节省贡献的力度可想而知。</p></article></body></html>","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“不理想”的纯电车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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“不理想”的纯电车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080617414594d322de&s=b><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>发布新纯电产品理想i8一周后，理想汽车（02015/LI）官宣降价。与此同时，理想汽车销售也遇到困难，7月28日-8月3日周销量0.55万辆，7月销量下降近40%。自7月29日发布新车后，理想汽车的股价一路下跌。发布次日7月30日，理想汽车大跌12.84%，六个交易日累计下跌18.85%。8月6日，公司股价报收97.3港元/股，跌幅5.35%。新车一周降价 7月销量直线下滑2025年7月29日，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080617414594d322de&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4555":"新能源车","BK4503":"景林资产持仓","BK4588":"碎股","BK4551":"寇图资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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Max直降1万元至33.98万元，原售价32.18万元的Pro版和36.98万元的Ultra版车型被取消。这一次的理想汽车旗舰级纯电车理想i8，在舆论上有不少争议。过去两年，理想汽车依靠增程技术的L系列产品，建立起中大型SUV市场的强势地位。继2024年3月推出的MEGA车型销量不畅后，理想汽车同年4月推出目前增程车型L系列的最后一款理想L6，L6是理想汽车首款售价在30万以下的增程式汽车，它的发布帮助理想销量继续增长，2024全年交付超过50万辆，撑起2024年理想汽车连续36周占据中国市场新势力品牌周销量榜单第一。在理想i8推出前，理想L系列“焕新款”已经于5月8日全部更新完毕。但遗憾的是，L系列并没有守住理想汽车的2025年交付计划。6月27日，理想汽车下调第二季度汽车交付量，预计将在该季度交付约10.8万辆汽车，相较于之前预期的12.3-12.8万辆下降1.2-2万辆。2025年第一季度，公司共计交付9.29万辆新车，同比增长15.5%。第二季度共交付11.1万辆，同比增速只有2.2%，基本与上年齐平。按月交付量来看，理想汽车在二季度交付增速急剧下滑。4月-6月，理想汽车分别交付3.4万辆、4.1万辆、3.6万辆，分别同比变化31.6%、16.7%及-24.1%。截至最新的7月末，理想汽车的交付量下滑速度加快。当月公司交付新车3.1万辆，与上年的5.1万辆同比缩水近40%。至于自7月28日-8月3日跨月周销量只有0.55万辆。如今理想汽车CEO李想明显没有继续推出L系列的打算，L系列在过去撑起理想汽车的“锦绣江山”，接下来该i系列纯电“打天下”了。理想汽车的纯电MEGA在2024年交出一份销量1万余辆的答卷，纯电i系列是一张没有退路的牌。碰撞卡车测试理想汽车在7月29日发布理想i8车型时，发布了一段碰撞卡车的测试视频，视频中理想i8和一辆卡车相撞，理想i8外形无明显损坏，车门可以正常打开，但卡车驾驶室车头严重变形，驾驶室和后货箱分离，车身撞击后四轮腾空。事发后，该卡车的品牌方乘龙卡车称，某汽车品牌发布通过非常规测试场景，发布与公众认知正常碰撞结果偏差较大的视频，贬低东风柳汽品牌形象。乘龙卡车连续几天发布自家品牌卡车超30次碰撞试验，并且直言“活着，才有资格谈理想”。随后，乘龙卡车所属的东风柳汽官微发布澄清文章指明理想汽车测试环境与设备不专业，“该视频相关测试及实际交通情况存在极大差异。”东风柳汽属于央企东风集团，主营有卡车等商用车业务、乘用车及新能源车，旗下拥有专注轻型商用车型的东风股份（600006）。测评视频在市场也引发轩然大波。按照常理，大卡车在碰撞乘用车汽车后，会对其造成毁灭性破坏的交通事故，安全教育也要大众“远离大卡车”，市场质疑2吨的纯电车理想i8能把8吨重的乘龙卡车撞出视频效果。8月3日晚，理想汽车回应《关于理想i8安全性碰撞测试的说明》，解释使用的卡车为二手车，碰撞测试目的是验证和提升理想i8的被动安全性能，“测试所用东风柳汽乘龙品牌二手卡车仅作为移动式壁障物，我们无意、也没有对其做出质量方面的引导性评价。”执行碰撞测试的第三方机构——中国汽车工程研究院股份有限公司（下称“中国汽研”）发布声明函称，中国汽研仅在市场端随机购买的二手卡车作为测评对象，并且配重至8吨，二手卡车的行驶速度40km/h，理想i8的速度在60km/h，卡车行驶速度远慢于理想i8。理想汽车推出碰撞试验是为证明纯电车理想i8的安全性。截至目前，理想汽车并未公布理想i8的销售情况。新势力汽车在发布新款车型后，经常会有大定数量，理想汽车推出上款理想L6汽车时也很活跃。i8之前，理想汽车纯电产品只有销量不多的理想MEGA，基本盘L系列增程式汽车赛道也面临更多强敌。除了鸿蒙智行旗下四界之一的“问界”步步紧逼之外，比亚迪旗下的腾势、长安旗下的深蓝、吉利的极氪和银河等一众车企竞相推出或者准备上市中大型SUV车型。2025年一季度，理想汽车实现营收259.3亿元，同比微增1.1%；实现归属普通股股东的净利润6.5亿元，同比增长了9.4%。理想汽车利润增长，同其控制费用分不开。2025年一季度，理想汽车研发费用为25亿元，同比减少了17.5%；“销售、一般及管理费用”为25亿元，同比下降15%。这两项费用合计为公司节省了约10亿元。2025年一季度，理想汽车归属净利润增加了不到6000万元，10亿元的研发和销售等费用节省贡献的力度可想而知。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"LI":1}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464036432732368,"gmtCreate":1754315254228,"gmtModify":1754315255384,"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"themes":[],"htmlText":"<a 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