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.

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……

一切智能化应用都是要耗电的，燃油车12V的蓄电池是远远不够的，而且用电子来控制，比机械控制传动要灵活得多、结构简化得多，内燃机的动力输出和变速箱天然就是非线性的，难以做到数字化精细线性控制车辆速度，而且机械传动的时延比电子传动可能要慢1-2个数量级，120公里的时速驾驶，时延1秒还是0.01秒，误差可能就好几米了，燃油车为基础的智能化难以做到L4级别以上的自动驾驶；
而且，智能汽车不只是行驶过程的智能控制，而且在静止状态下也可以通过软件生态添加各种丰富的功能、娱乐，燃油车静止状态12V蓄电池带不动空调，更别提更多智能化功能了；
智能汽车要求24小时在线，随时待命，甚至可以远程操作，目前12V蓄电池很快就亏电无法启动了……

参考：网页链接

？？？

肯定看好，市场前景不错，有机会

我觉得理想不符合大势所趋，首先国家就大力推动纯电+充电换电桩新基建，再者长续航+快速充电的技术进步。走弯路的理想看到特斯拉和未来不觉得瑟瑟发抖吗，增长点和用户量太虚了吧。

买个新能源车，还能跑长途，非常适合很大一部分消费者的需求，其它新能源车是不敢开车跑长途的，尤其是节假日，别说充电，加个油都费劲

上科创板是否更好一些？

车才跑了多久？？这么捉急

新能源汽车是个长跑，不是谁先出发谁就能赢。我认可王兴的观点，就我的观察，理想团队和产品都很优秀，积跬步成大胜，非常看好!

李想大哥稳得一批

踩雷区

新能源领域需要这样的开拓者