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阳光不锈上
阳光不锈上
·
08-28
赞👍🏻
理想汽车2025年第二季度财报:盈利不是终点,创新才是未来
2025年,中国新能源汽车市场竞争加剧,降价、过度营销等无序竞争进一步挤压行业利润。8月28日,理想汽车发布2025年第二季度财报。财报显示,理想汽车第二季度交付量超过11.1万辆,季度营收达到302亿元。理想汽车在2023年凭借理想L系列的爆火,实现了首次全年盈利。到目前为止,理想汽车的盈利纪录仍未中断,已经实现连续11个季度盈利,可谓新势力车企中极少数实现稳定盈利的企业。M100已经于今年一季度样片回片,预计明年量产上车。
理想汽车2025年第二季度财报:盈利不是终点,创新才是未来
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阳光不锈上
阳光不锈上
·
07-17
$理想汽车-W(02015)$
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阳光不锈上
阳光不锈上
·
05-27
$理想汽车-W(02015)$
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阳光不锈上
阳光不锈上
·
05-23
$阿里巴巴(BABA)$
坚持看多,公司思路清浙,领导层决策高瞻远瞩,必涨。
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阳光不锈上
阳光不锈上
·
05-23
涨是必须的!因为是实质性利好。。。
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阳光不锈上
阳光不锈上
·
05-21
值得一看
理想MEGA Home正式下线,5月23日开启全国交付
凤凰网科技讯 5月20日,理想汽车旗下家庭特别版车型——理想MEGA Home今日在北京绿色智能制造基地正式下线,并将于5月23日起陆续在全国范围内开启交付。该车型是理想4月发布的MEGA家族的最新成员,专为家庭用户打造,售价55.98万元。在便捷性方面,理想MEGA Home新增前排静音电动门,具备任意角度悬停、智能助力和防摔门设计。
理想MEGA Home正式下线,5月23日开启全国交付
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阳光不锈上
阳光不锈上
·
04-12
情绪最难料!!!
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阳光不锈上
阳光不锈上
·
01-03
理想应该成为领头羊。
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阳光不锈上
阳光不锈上
·
2024-05-10
富途早就夜盘了,迟来的爱
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阳光不锈上
阳光不锈上
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2024-05-10
利好,就等这一天了。
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508281937189502d487&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年,中国新能源汽车市场竞争加剧,降价、过度营销等无序竞争进一步挤压行业利润。今年一季度,汽车行业利润率跌破4%,产业链上下游越来越多的企业出现经营性亏损。同时,随着近几年同质化产品密集上市,对于汽车企业的创新能力有了更高要求。在此背景下,保持健康的盈利能力和强大的自我造血能力,是汽车企业长期发展,提振消费者信心的重要指标。8月28日,理想汽车发布2025年第二季度财报。财报显示,理想汽车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508281937189502d487&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508281937189502d487&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562039402","content_text":"2025年,中国新能源汽车市场竞争加剧,降价、过度营销等无序竞争进一步挤压行业利润。今年一季度,汽车行业利润率跌破4%,产业链上下游越来越多的企业出现经营性亏损。同时,随着近几年同质化产品密集上市,对于汽车企业的创新能力有了更高要求。在此背景下,保持健康的盈利能力和强大的自我造血能力,是汽车企业长期发展,提振消费者信心的重要指标。8月28日,理想汽车发布2025年第二季度财报。财报显示,理想汽车第二季度交付量超过11.1万辆,季度营收达到302亿元。季度净利润达到11亿元,连续11个季度盈利。更重要的是,在标志着核心业务盈利能力的经营利润方面,理想汽车实现大幅增长,环比提升204.4%,达到8.27亿元,意味着仅靠销售和服务,就能为企业带来可观的利润。理想汽车在2023年凭借理想L系列的爆火,实现了首次全年盈利。到目前为止,理想汽车的盈利纪录仍未中断,已经实现连续11个季度盈利,可谓新势力车企中极少数实现稳定盈利的企业。当不少新势力车企还在为短期生存焦虑时,理想已经率先开始寻找新的增长点,着手构建能穿越行业周期的长期竞争力。拥抱AI,打开新增长点面向未来,理想汽车选择重注AI,将AI视为提升组织效率和产品体验的重要抓手。二季度,理想汽车研发费用达到28亿元,上半年累计研发费用达到53亿元。2024年理想汽车全年研发投入为111亿元,其中近50%投入AI技术研发。2025年,理想汽车预计延续甚至提升这一比例,全年预计投入120亿元,AI研发超过60亿元,其中45%投资在人工智能的基础建设上,包含了基础模型、推理芯片、操作系统、终端算力和云端算力等;另外55%投资在人工智能的产品技术研发上,包含VLA大模型、理想同学智能体、智能座舱等方面。7月29日理想i8发布当日,理想发布全球首个VLA司机辅助驾驶技术,并成为首家在Thor-U芯片上部署VLA司机大模型的车企。据理想介绍,VLA司机大模型将带来“私人司机”般的人机交互体验,其具备思维能力、沟通能力、记忆能力和自主学习能力,能够听得懂用户的口语化表达,并且记住用户的驾驶偏好。理想同学也从智能语音助手进化为“理想同学智能体”,用户一句话就能创建专属应用、调用车外摄像头完成自动缴费,成功借助AI大模型打破了传统车机的交互边界,让座舱更有情感、更有温度。硬件基础设施方面,理想汽车自研芯片的进展受到关注。据媒体透露,理想汽车自研芯片耗资巨大,资金预算达到数十亿美元。理想自研的智驾芯片M100性能在处理特定计算任务时,性能表现优秀。M100已经于今年一季度样片回片,预计明年量产上车。根据已知信息不难猜出,M100芯片将为VLA辅助驾驶提供更低的延时、更强的性能。持续加码研发投入的背后,是AI展现出了对产品销量强大的拉动作用,以及对组织效率的提升。理想汽车认为,2024年发布的端到端+VLM(Vision Language Model,视觉语言模型)辅助驾驶,是企业首次用AI的方式做辅助驾驶,该技术实现了从人工时代到人工智能时代的跨越。据悉,端到端+VLM辅助驾驶全量推送后,产品销售结构更倾向于高附加值的AD Max车型,去年AD Max车型销量占比一度增长三成,30万以上车型AD Max销量占比曾经超75%。随着投入持续加码,理想汽车AI能力已经达到行业领先水平,作为新势力头部车企,理想将带动产业加速拥抱AI,实现创新驱动下的价值链升级。纯电产品打破常规今年,理想汽车切入纯电SUV的新赛道,旨在扩大产品矩阵,扩大市场基盘。针对纯电SUV,理想汽车同样以解决用户需求为出发点,完成了创新的产品定义和技术突破。理想i8自曝光以来受到广泛讨论,部分声音聚焦于其颠覆性的造型设计。据悉,理想i8独特造型设计的初衷与理想曾经选择增程电动技术路线相同,均是为了解决用户里程焦虑。理想i8的造型设计让风阻系数低至0.218,这使得CLTC工况综合续航增加了30.8公里。理想i8背后,潜藏理想汽车电动化技术的突破。理想汽车自研的碳化硅功率芯片、自研自制碳化硅功率模块和新一代电驱动总成三大核心技术,应用于理想i8及后续纯电产品,助力电驱系统电磁降噪,提升动力性能,并提升整车空间利用率。从功率芯片到电驱动总成,理想汽车完成了电驱的产业化布局,形成端到端、全链路的自研自制。除了在产品上提升续航和充电能力,理想汽车更在充电场站端投入大量资源。得益于健康的现金储备,理想汽车建设起全国最大规模的车企超充布局,为纯电用户提供补能保障。截至目前,理想汽车已经开放运营3100座理想超充站,配备超过1.7万根理想超充桩。其中,高速超充站达到1000座,覆盖中国最繁忙的“九纵九横”18条高速线路,平均每150公里就有一座高速超充站;城市超充站超过2000座,在一、二线城市实现平均3公里的半径覆盖。在行业竞争加剧与盈利空间承压的背景下,理想汽车以连续11个季度的稳健盈利和领先行业平均的研发投入,证明了其不仅具备卓越的自我造血能力,更展现出以技术创新穿越周期的战略远见。其拥抱AI、布局纯电技术与超充网络的一系列举措,已然将竞争维度从单一的价格竞争,升维至价值竞争。当短期价格竞争渐趋无力,唯有构建以创新为核心的护城河,才能真正引领行业迈向新阶段。这不仅是理想的未来,更是中国新能源汽车产业从规模扩张走向高质量增长的必由之路。","news_type":1,"symbols_score_info":{"02015":0.9,"LI":1}},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457525897486808,"gmtCreate":1752738089561,"gmtModify":1752738090202,"author":{"id":"3572674401835483","authorId":"3572674401835483","name":"阳光不锈上","avatar":"https://static.tigerbbs.com/b94c60fe93c6961662850e53d4740169","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572674401835483","authorIdStr":"3572674401835483"},"themes":[],"htmlText":"<a 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坚持看多,公司思路清浙,领导层决策高瞻远瞩,必涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/438160150360264","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"30476403568809","authorId":"30476403568809","name":"RAYY","avatar":"https://static.tigerbbs.com/5c2d372106c46d5a625e98d362820075","crmLevel":9,"crmLevelSwitch":1,"idStr":"30476403568809","authorIdStr":"30476403568809"},"content":"PPT公司,还思路清晰?","text":"PPT公司,还思路清晰?","html":"PPT公司,还思路清晰?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438059148280048,"gmtCreate":1747983297284,"gmtModify":1747983299261,"author":{"id":"3572674401835483","authorId":"3572674401835483","name":"阳光不锈上","avatar":"https://static.tigerbbs.com/b94c60fe93c6961662850e53d4740169","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572674401835483","authorIdStr":"3572674401835483"},"themes":[],"htmlText":"涨是必须的!因为是实质性利好。。。","listText":"涨是必须的!因为是实质性利好。。。","text":"涨是必须的!因为是实质性利好。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438059148280048","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437375468122928,"gmtCreate":1747793753373,"gmtModify":1747793755060,"author":{"id":"3572674401835483","authorId":"3572674401835483","name":"阳光不锈上","avatar":"https://static.tigerbbs.com/b94c60fe93c6961662850e53d4740169","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572674401835483","authorIdStr":"3572674401835483"},"themes":[],"htmlText":"值得一看","listText":"值得一看","text":"值得一看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437375468122928","repostId":"2536693317","repostType":2,"repost":{"id":"2536693317","kind":"news","pubTimestamp":1747725552,"share":"https://www.laohu8.com/m/news/2536693317?lang=&edition=full","pubTime":"2025-05-20 15:19","market":"hk","language":"zh","title":"理想MEGA Home正式下线,5月23日开启全国交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2536693317","media":"凤凰网科技","summary":"凤凰网科技讯 5月20日,理想汽车旗下家庭特别版车型——理想MEGA Home今日在北京绿色智能制造基地正式下线,并将于5月23日起陆续在全国范围内开启交付。该车型是理想4月发布的MEGA家族的最新成员,专为家庭用户打造,售价55.98万元。在便捷性方面,理想MEGA Home新增前排静音电动门,具备任意角度悬停、智能助力和防摔门设计。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>旗下家庭特别版车型——理想MEGA Home今日在北京绿色智能制造基地正式下线,并将于5月23日起陆续在全国范围内开启交付。该车型是理想4月发布的MEGA家族的最新成员,专为家庭用户打造,售价55.98万元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1686e75a16de6810733ecdec8172fa\" tg-width=\"690\" tg-height=\"518\"/></p><p>理想MEGA Home<strong>二排配备了两把零重力旋转座椅</strong>,可实现45度便捷上下车、90度露营模式、180度对坐亲子房,以及带悬浮大桌板的对坐大客厅模式等多种空间布局。座椅舒适性方面,一、二排座椅升级为18点热石揉捏按摩和呼吸式座椅通风功能。车内娱乐系统配备21.4英寸后排大屏幕,提升乘坐体验。</p><p>在便捷性方面,理想MEGA Home新增前排静音电动门,具备任意角度悬停、智能助力和防摔门设计。辅助驾驶系统也进行了全面优化,搭载与合作伙伴深度定制的ATL全天候激光雷达,体积更小、外观更精致,同时性能得到提升。<strong>车辆采用NVIDIA Thor-U芯片,拥有700TOPS算力</strong>,未来将支持VLA司机大模型,进一步增强智能驾驶体验。</p><p>充电网络方面,理想汽车已建成超过2304座超充站,以“12分钟500公里”的超充速度和持续扩展的充电网络覆盖,满足家庭用户各种出行场景需求。</p></body></html>","source":"fenghuang_stock","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MEGA Home正式下线,5月23日开启全国交付</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d1686e75a16de6810733ecdec8172fa","relate_stocks":{"BK4551":"寇图资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","LI":"理想汽车","BK4555":"新能源车"},"source_url":"https://tech.ifeng.com/c/8jVX1Evdafl","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536693317","content_text":"理想汽车旗下家庭特别版车型——理想MEGA Home今日在北京绿色智能制造基地正式下线,并将于5月23日起陆续在全国范围内开启交付。该车型是理想4月发布的MEGA家族的最新成员,专为家庭用户打造,售价55.98万元。理想MEGA Home二排配备了两把零重力旋转座椅,可实现45度便捷上下车、90度露营模式、180度对坐亲子房,以及带悬浮大桌板的对坐大客厅模式等多种空间布局。座椅舒适性方面,一、二排座椅升级为18点热石揉捏按摩和呼吸式座椅通风功能。车内娱乐系统配备21.4英寸后排大屏幕,提升乘坐体验。在便捷性方面,理想MEGA Home新增前排静音电动门,具备任意角度悬停、智能助力和防摔门设计。辅助驾驶系统也进行了全面优化,搭载与合作伙伴深度定制的ATL全天候激光雷达,体积更小、外观更精致,同时性能得到提升。车辆采用NVIDIA 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