老贾几百亿办不成的事，你只用几十亿就搞定了，显的老贾太无能了吧！

理想汽车作为具有特色的增程式电动车(EREV)生产者，既享受了EREV的优势（油/电双攻），也承担了相应的风险。特别是政策上关于逐步NEV/燃油车要求的风险。
就目前的股市氛围而言，打新估计可以赚一笔。
Changes in PRC government policies that are favorable for NEVs or domestically manufactured vehicles could materially and adversely affect our business, financial condition, results of operations, and prospects.
The growth of our business benefits from PRC government policies at central and local levels that support the development of NEVs and domestically manufactured vehicles.
The PRC government has been implementing strict vehicle emission standards for ICE vehicles. On December 28, 2018, the PRC State Administration for Market Regulation and the PRC National Standardization Administration jointly issued the Electric Vehicle Energy Consumption Standards, effective on July 1, 2019, to regulate electric vehicles regarding their energy efficiency. As an EREV, Li ONE is equipped with both an ICE-based range extension system and electric motors, and is thus required to comply with both standards. If the electric vehicle energy consumption standards and vehicle emission standards become significantly stricter, we may incur significant costs to obtain advanced energy technology to upgrade our vehicles or design new vehicles if we are able to at all, which could materially and adversely affect our business, financial condition, results of operations, and prospects.
In addition, changes in classification of NEVs and license plate policies have affected, and may continue to affect our business. In certain cities in China, municipal governments impose quotas and lottery or bidding systems to limit the number of license plates issued to ICE vehicles, but exempt NEVs from these restrictions to incentivize the development of the NEV market. Nevertheless, in January 2018, the Beijing municipal government announced that it would only allow BEVs to be considered the NEVs exempt from the license plate restrictions, and EREVs would be treated as ICE vehicles in Beijing for the purposes of obtaining license plates. On December 10, 2018, the National Development and Reform Commission, or the NDRC, promulgated the Provisions on Administration of Investment in Automotive Industry, effective on January 10, 2019, which categorize EREVs as electric vehicles, although its impact on the Beijing municipal government's license plate policy remained uncertain. Changes in government policies on the classification of NEVs and license plates, at a local or central level, may materially and adversely affect the demand for Li ONE and our future vehicles, which in turn could materially and adversely affect our business, results of operations, financial conditions, and prospects.
Furthermore, changes in government incentives or subsidies to support NEVs could adversely affect our business. EREVs enjoy certain favorable government incentives and subsidies, including exemption from vehicle purchase tax, one-time government subsidies, exemption from license plate restrictions in certain cities, exemption from driving restrictions in certain cities, and preferential utility rates for charging facilities. However, China's central government has begun implementing a phase-out schedule for the subsidies provided for purchasers of certain NEVs, which provides that the amount of subsidies provided for purchasers of certain NEVs in 2019 and 2020 will be reduced by 48% as compared to 2017 levels. In April 2020, the PRC Ministry of Finance and other national regulatory authorities issued a circular to extend the original end date of subsidies for NEV purchasers to the end of 2022 and reduce the amount of subsidies in 10% increments each year commencing from 2020. However, only NEVs with an MSRP of RMB300,000 or less before subsidies are eligible for such subsidies starting from July 2020, which may adversely affect our profitability as the MSRP of Li ONE is higher than the threshold. Moreover, there is no guarantee that we will be able to successfully commercialize or otherwise offer vehicles that meet this subsidy threshold. We cannot assure you that any further changes would be favorable to our business. Furthermore, any reduction, elimination or discriminatory application of government subsidies and economic incentives because of policy changes, the reduced need for such subsidies and incentives due to the perceived success of NEVs, fiscal tightening or other factors may affect government incentives or subsides and result in the diminished competitiveness of the NEV industry generally or EREVs in particular.
Our vehicles sales are also impacted by government policies including tariffs on imported cars. According to an announcement by the PRC government, the tariff on imported passenger vehicles (other than those originating in the United States of America) was reduced to 15% starting from July 1, 2018. As a result, pricing advantage of domestically manufactured vehicles could be diminished. The Special Administrative Measures for Market Access of Foreign Investment (2019), or the 2019 Negative List, jointly promulgated on June 30, 2019 by the NDRC and the PRC Ministry of Commerce, which became effective on July 30, 2019, lifted the limits on foreign ownership of automakers for NEVs. In addition, the limits on foreign ownership of automakers for ICE passenger vehicles would be lifted by 2022. As a result, foreign NEV competitors and in the future foreign ICE automakers could build wholly-owned facilities in China without the need for a domestic joint venture partner. For example, Tesla has completed its construction of a factory in Shanghai without a joint venture partner and has begun operations. These changes could intensify market competition and reduce our pricing advantage, which in turn could materially and adversely affect our business, results of operations, financial conditions, and prospects.

从蔚来这几年的融资可以看出来造车的门槛非常高数十亿资金起跳，限制很多玩家入场。新造车玩家蔚来、理想、小鹏都已经拿到了门票，三位创始人何小鹏、李斌、李想都是连续成功的创业者，对商业明锐度、组织能力非常强，现在核心的问题在成本控制、智能化上，对比特斯拉，传统燃油车还有待加强，目前看不出来，比亚迪、吉利、蔚来、理想、小鹏，谁最后会成为中国新能源第一品牌。

前段时间正好做了理想A股供应链的功课，有一个高管是$阿尔特(SZ300825)$ 出来的，并采用了他的设计方案，座舱是$德赛西威(SZ002920)$ 提供的，此外$利欧股份(SZ002131)$ 持有5%左右的股份，没想到这么快就要上市了..

理想汽车，是唯一一个让我有打新冲动的公司，我开户至今，从来没有打过新。我非常看好增程电动车这个技术路线，相比蔚来，我更看好理想汽车，也非常看好李想的能力，听了几个李想的讲座视频，非常靠谱！赛道对了、市场趋势对了、团队也对了，理想汽车最后能不能做到新能源汽车领域第一，就交给时间吧！
雪盈证券做理想汽车的IPO承销商，这是逼着我绑定雪盈啊，发现绑定后，收费模式要改成固定式收费，最低1美元，这个有点不好……

理想汽车的优势，比如：理想ONE搭载了全球最领先的增程电动技术，800公里长续航还支持燃油续航，充电不再焦虑。智能化做的也很到位，全系标配辅助驾驶系统，AEB行人保护等。
基于此，差异化定位明显区别与特斯拉和蔚来，应该说，理想汽车未来的发展空间还是有的。

国内新能源汽车竞争很激烈，目前可能跑出来的就是蔚来和理想（理想算半个），新能源汽车非常烧钱所以融资能力成为首位，从这点看蔚来是成功的，我一直前担心大众这些起来。
理想上市融资的一个大背景就是2020年开始大规模交付汽车。
理想作为国内第二家赴美上市企业，2019年很少2.8亿人民币如果按2020年Q1的1.2亿美元，6亿美元营收10-12倍ps，大约72亿美元估值。
理想D轮40.5亿美元估值，看点包括有王兴的大咖站队，所以我预计应该在70亿美元以上。
但理想在品牌和规模上依然有较大差距，特别要担心的是大众的崛起。

看好！中国有巨大市场潜力，理想更了解中国客户。

理想汽车卖点：1、消除了人对电动汽车充电不足焦虑的新能源车；2、设计、技术不输于别人。看好理想新能源车

上市圈一波钱，然后破产，画几张ppt就可以造车？