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Geilbert

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IP属地：江苏

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- GeilbertGeilbert
  ·08-05 12:32
  说的好听的是对用户需求的快速响应，说的不好听就是，见人下菜碟，能割韭菜就割，能赚1000，绝不赚800，现实让自负行为付出惨痛代价或者付出代价之前，劝回部份韭菜
  上市不到一周，理想i8改为单一配置，起售价将低于35万元
  i8 不能照搬 L8 的配置和定价策略。
  上市不到一周，理想i8改为单一配置，起售价将低于35万元
  20 评论
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- GeilbertGeilbert
  ·07-23
  $MIU.HK 20250828 65.00 CALL$
  139 评论
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- GeilbertGeilbert
  ·07-22
  $Faraday Future Intelligent Electric Inc(FFAI)$
  62 评论
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- GeilbertGeilbert
  ·07-21
  $小米集团-W(01810)$
  253 评论
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- GeilbertGeilbert
  ·07-21
  $MIU.HK 20250730 57.50 CALL$
  582 评论
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- GeilbertGeilbert
  ·07-19
  Replying to @Geilbert:老虎国际//@Geilbert:老虎证券
  60 评论
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- GeilbertGeilbert
  ·07-19
  老虎证券
  61 评论
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- GeilbertGeilbert
  ·07-18
  $Faraday Future Intelligent Electric Inc(FFAI)$
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- GeilbertGeilbert
  ·07-17
  $MIU.HK 20250730 57.50 PUT$
  251 评论
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- GeilbertGeilbert
  ·07-14
  $极智嘉-W(02590)$
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12:17","market":"hk","language":"zh","title":"上市不到一周，理想i8改为单一配置，起售价将低于35万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126781587","media":"晚点Auto","summary":"i8 不能照搬 L8 的配置和定价策略。","content":"<html><head></head><body><p><em>理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。</em></p><p><em>调整后，</em><strong><em>i8 起售价将低于 35 万元。</em></strong></p><p>上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的是配置划分未能满足核心用户的期待，例如 Pro 版缺失了标志性的冰箱，而 Max 版则没有配备二排娱乐屏。更关键的是，作为一款起售价超过 32 万元的车型，i8 部分版本的核心配置甚至不及定价整体低于 28 万元的 L6，这让 i8 在消费者层面的价值感大打折扣。</p><p>一位知情人士对我们解释了 i8  “回归单一配置” 的原因，他说截至目前，绝大多数 i8 下订用户选择了 Max 和 Ultra 版本，主要原因是新能源增换购用户认为 i8 的 Pro 版本没办法满足自身需求，同时希望理想提供更多的选装灵活性。</p><p> i8 此前的配置与 L8 对齐，并采用 “油电同价” 的定价，但两款车型的核心用户画像并不同。</p><p>纯电用户对比增程用户，是两个群体，他们的需求、决策周期，以及他们对理想品牌的理解和熟悉程度都不一样，这导致他们对 i8 原本设置的三个版本缺乏概念。该人士说，对于目标用户而言，一款售价超过 30 万元的纯电车，“我要的东西不能有缺憾，可要可不要的东西应该给我选择。”</p><p>L8 的用户，大多是从燃油车市场转化而来的增换购群体，他们熟悉并接受传统的多版本配置选择逻辑。相比之下，i8 的目标用户主要是已有新能源车使用经验的纯电用户，这个群体对产品价值的判断标准，尤其是对核心功能标配的期待，与前者存在较大差异。</p><p>纯电车型更多依据电池大小，以及四驱 / 两驱来划分车型版本，而不是通过配置差异划分。</p><p>去年 3 月，理想创始人兼 CEO 李想在 MEGA 遭遇重大挫折后反思，团队把 MEGA 的从 0 到 1 阶段当成从 1 到 10 阶段去经营，错判了商业验证期与高速发展期的区别。“理想 MEGA 和高压纯电，必须经历一个理想 ONE 和增程电动相似的从 0 到 1 阶段，无法像理想 L 系列一上市就能拥有从 1 到 10 的经营势能。”</p><p>这一反思让外界认为，理想将以更务实的姿态面对纯电市场的激烈竞争。但从此次 i8 上市时的配置与定价策略来看，理想团队可能依然低估了纯电市场的复杂性。</p><p>i8 回归单一配置，可以视作这家新势力公司向 “理想 ONE 模式” 的回归——初探市场时，为了尽可能聚拢用户、形成口碑、转化销量，理想坚持将车型配置标配：从 2019 年上市到 2021 年改款，理想 ONE 坚持将所有核心功能一次性给到用户，除车身颜色、轮毂和电动踏板之外的所有配置均为标配。</p><p>当时，理想正是凭借这样的策略，极大地降低了消费者的决策成本，并借助口碑效应迅速在市场站稳脚跟。如今，面对 i8 在开拓市场时遇到的品牌吸引力不足、用户认知不够清晰的问题，理想选择回归其早前经过市场验证的单一配置策略，希望重建消费者对 i8 产品价值的清晰认知。</p></body></html>","source":"lsy1655721875542","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\" 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href=https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA><strong>晚点Auto</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。调整后，i8 起售价将低于 35 万元。上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/274715ae629151b975c7a4121620b811","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126781587","content_text":"理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。调整后，i8 起售价将低于 35 万元。上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的是配置划分未能满足核心用户的期待，例如 Pro 版缺失了标志性的冰箱，而 Max 版则没有配备二排娱乐屏。更关键的是，作为一款起售价超过 32 万元的车型，i8 部分版本的核心配置甚至不及定价整体低于 28 万元的 L6，这让 i8 在消费者层面的价值感大打折扣。一位知情人士对我们解释了 i8  “回归单一配置” 的原因，他说截至目前，绝大多数 i8 下订用户选择了 Max 和 Ultra 版本，主要原因是新能源增换购用户认为 i8 的 Pro 版本没办法满足自身需求，同时希望理想提供更多的选装灵活性。 i8 此前的配置与 L8 对齐，并采用 “油电同价” 的定价，但两款车型的核心用户画像并不同。纯电用户对比增程用户，是两个群体，他们的需求、决策周期，以及他们对理想品牌的理解和熟悉程度都不一样，这导致他们对 i8 原本设置的三个版本缺乏概念。该人士说，对于目标用户而言，一款售价超过 30 万元的纯电车，“我要的东西不能有缺憾，可要可不要的东西应该给我选择。”L8 的用户，大多是从燃油车市场转化而来的增换购群体，他们熟悉并接受传统的多版本配置选择逻辑。相比之下，i8 的目标用户主要是已有新能源车使用经验的纯电用户，这个群体对产品价值的判断标准，尤其是对核心功能标配的期待，与前者存在较大差异。纯电车型更多依据电池大小，以及四驱 / 两驱来划分车型版本，而不是通过配置差异划分。去年 3 月，理想创始人兼 CEO 李想在 MEGA 遭遇重大挫折后反思，团队把 MEGA 的从 0 到 1 阶段当成从 1 到 10 阶段去经营，错判了商业验证期与高速发展期的区别。“理想 MEGA 和高压纯电，必须经历一个理想 ONE 和增程电动相似的从 0 到 1 阶段，无法像理想 L 系列一上市就能拥有从 1 到 10 的经营势能。”这一反思让外界认为，理想将以更务实的姿态面对纯电市场的激烈竞争。但从此次 i8 上市时的配置与定价策略来看，理想团队可能依然低估了纯电市场的复杂性。i8 回归单一配置，可以视作这家新势力公司向 “理想 ONE 模式” 的回归——初探市场时，为了尽可能聚拢用户、形成口碑、转化销量，理想坚持将车型配置标配：从 2019 年上市到 2021 年改款，理想 ONE 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