李想发文称：四年前，初代L9让大家记住了"冰箱彩电大沙发"和"500万内最好的SUV"。四年间，我们 想明白一件事：全新一代理想L9的进化不是去卷参数升级，而是创造体验代差，是打造一辆真正懂你 的、有生命力的车。另外，我"听劝"了：全新一代理想L9将提供定制版双色车身，采用三重喷漆与无阶 差手工打磨的专属工艺。 李想文中强调，全新一代理想L9"是具身智能机器人的开山之作"。据悉，该产品将于今年二季度内发 布。 凤凰网财经讯2026年2月6日，理想汽车创始人兼CEO李想在社交媒体透露了全新一代理想L9的部分产 品信息。全新一代理想L9包含一个售价55.98万元的终极版本：理想L9Livis。该车配备800V全主动悬架 系统、线控底盘、2颗5nm自研马赫100芯片。 ...

Core Insights - The company is set to launch a new version of the Li Auto L9, named the L9 Livis, priced at 559,800 yuan [1] Group 1: Product Features - The new Li Auto L9 Livis version is equipped with two self-developed "Mach 100" chips, boasting the world's strongest computing power of 2560 TOPS [3] - It features the world's first 800V fully active suspension system within a price range of 600,000 yuan [3] - The vehicle incorporates the first "complete" fully steerable chassis, integrating key technologies such as steer-by-wire, four-wheel steering, and fully electric mechanical braking (EMB) [3] Group 2: Technological Advancements - The "Mach 100" chip is a core technology developed by Li Auto since 2022, which, along with the company's self-developed large model and operating system, significantly enhances the intelligence level of the new Li Auto L9 [3]

Group 1 - The majority of Chinese concept stocks in the US market saw an increase in pre-market trading, with NIO rising by 4% [1] - Li Auto experienced a 2% increase, while Baidu rose by 1% [1] - Futu Holdings increased by 0.4%, Alibaba by 0.3%, and JD.com by 0.1% [1] Group 2 - Pinduoduo saw a decline of 0.5%, and Trip.com fell by 0.6% [1]

Core Insights - The new generation of Li Auto L9 is set to be released in the second quarter of this year, with CEO Li Xiang emphasizing its role as a pioneering product in the realm of embodied intelligent robots [1][11] Group 1: Product Features - The top version of the new Li Auto L9, named "Li Auto L9 Livis," is expected to be priced at 559,800 yuan [3] - The vehicle features an 800V fully active suspension system, a first in its price range, which actively controls the vehicle's posture and enhances comfort and handling [3][5] - The L9 is equipped with a fully steer-by-wire chassis, including steer-by-wire, four-wheel steering, and fully electric mechanical brakes, with the latter being a world first [5] - The L9 Livis will utilize two self-developed 5nm "Mach 100" chips, achieving a computing power of 2560 TOPS, which is three times that of NVIDIA's Thor-U [5][9] - The vehicle includes four laser radars for 360-degree coverage, suggesting potential for future Level 3 autonomous driving capabilities [7] Group 2: Strategic Focus and Market Position - Li Auto is focusing on transforming vehicles into embodied intelligent products, with self-developed chips playing a crucial role in enhancing user experience and addressing comfort issues in autonomous driving [9][11] - Despite challenges such as the MEGA recall and low sales in the L series, Li Auto aims to regain leadership in the mid-to-large SUV market with upcoming product upgrades and a focus on delivering value to users [12]

Group 1 - The core viewpoint is that the robotics ETF (562500) is experiencing a strong upward trend, with a current price of 1.057 yuan, reflecting a 1.148% increase from the opening price [1] - The ETF tracks 66 constituent stocks, with 52 stocks showing gains, indicating a robust bullish sentiment in the market [1] - The liquidity of the ETF is stable, with a trading volume of 9.37 billion yuan and a turnover rate of 3.79%, suggesting a positive outlook for the robotics sector [1] Group 2 - The field of embodied intelligence has become a focal point in global technological competition, with increased investments from Europe and the US in humanoid robotics [2] - The robotics ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments such as humanoid robots, industrial robots, and service robots [2] - Recent adjustments to the ETF's constituent stocks have increased the humanoid robot content to nearly 70%, successfully removing underperforming stocks and retaining high-quality ones [2]

Group 1 - The humanoid robot industry is expected to accelerate its commercialization, with 49 A-share humanoid robot companies being intensively researched by institutions since January 2026 [2] - Jingzhi Technology has launched its first full-size humanoid robot, Blot, which achieved a record speed of 10 meters per second, marking the fastest humanoid robot globally [2] - Li Xiang, chairman of Ideal Auto, announced that the upcoming Ideal L9 will transform from a passive tool to an active partner, integrating a complete technology stack for embodied intelligent robotics [2] Group 2 - Faraday Future has entered the robotics field by unveiling its first series of embodied intelligent robots at the National Automobile Dealers Association (NADA) event, including the Futurist, Master, and Aegis series [3] - Analysts from Great Wall Securities predict that 2026 will be a critical year for robot mass production, with leading domestic companies achieving breakthroughs that could resonate across related industries [3] - The robot ETF Huatai-PineBridge (159213) is highlighted as a tool for investors to access the humanoid robot market, with a high concentration of humanoid robots in its index [4] Group 3 - In the robot ETF Huatai-PineBridge, key stocks such as Koryo Technology and Tianzhihang-U have shown significant gains, with Koryo Technology hitting the daily limit and Tianzhihang-U rising over 9% [5]

视频版: 文字版： Q: 为什么说全新一代理想L9是具身智能机器人？ 李想: 我觉得L9我们才真正开始敢讲具身智能。原来我们有类似这样的想象，但是不敢来讲。我们还 是拿人来举例子。我们在L9上彻底改造了感知和大脑的工作方式，我们会逐步从2D ViT发展到3D ViT。 传统的2D ViT，是没有办法真正理解物理世界的，只有做了3D ViT才真正像人一样地去感知世界。 从感知和模型方面，到了L9这一代产品会发生一个颠覆性的变化。我原来没法做到的东西，新的L9 上新的计算平台都可以体现。 这个背后的原因是因为我们做了自己的芯片。因为我们原来使用其他供应商提供的芯片就会遇到一个 挑战。比如在这个芯片上，它的视频编码器是一个黑盒子，我们改不了。比如说我们想做3D ViT， 那我就得第一得先去改它的视频编码器。 第二，我要有足够的算力能够去运行3D ViT，这就是非常大的挑战。 但是我们采用了全世界最先进的车规级的5纳米的马赫100的芯片，它的算力是我们当前最好性能的芯 片的三倍以上，真的是三倍以上。而且我们用的是数据流的一个架构。当我们需要做3D ViT的时 候，我们其实只需要通过我们非常强大的编译团队，在芯片上给到 ...

Core Viewpoint - The new generation of Li Auto L9 focuses on creating a significant experiential difference rather than merely upgrading parameters, aiming to build a vehicle that truly understands its users and possesses vitality [1]. Group 1: Product Features - The Li Auto L9 Livis, priced at 559,800 yuan, represents a flagship SUV that embodies the company's vision for the era of embodied intelligence, achieving three groundbreaking advancements [1]. - It features the world's first 800V fully active suspension system under 600,000 yuan, providing over 10,000 N of lift per wheel, eliminating the need for anti-roll bars, and achieving millisecond-level response for an "anti-physical" vehicle posture [1]. - The L9 Livis includes the world's first "complete" all-line control chassis, which integrates steer-by-wire, four-wheel steering, and the first fully electric mechanical brake (EMB), offering intuitive responses akin to a nervous system and evolving from "human-driven" to "human-machine co-driven" [1][2]. Group 2: Technological Advancements - The vehicle is equipped with a powerful brain featuring 2560 TOPS of computing power, utilizing two self-developed 5nm Mach 100 chips, which provide three times the effective computing power of Nvidia Thor-U, along with 360-degree coverage of laser radar [2]. - The new generation of Li Auto L9 will offer a custom dual-tone body with a unique three-layer painting and seamless manual polishing process, merging extreme technology with aesthetic excellence [2]. Group 3: Market Positioning - The all-new Li Auto L9 is set to be released in the second quarter of this year, making it a worthwhile consideration for consumers looking to purchase a full-size flagship SUV [3].

数说新能源 欢迎订购数说新能源2026年月度电池装机数据库和中国汽车上险数据库 联系方式：13220160736（同微信） 全新一代理想L9推出Livis版本 理想L9 Livis售价为55.98万元 60 万内首搭 800V 全主动悬架 全主动悬架单轮举升力超万牛 配备线控转向➕后轮转向系统 配备全电控机械制动EMB系统 底盘系统设计支持人机共驾架构 搭载两颗5nm马赫100自研芯片 全新智驾平台算力为2560 TOPS 全车360度实现激光雷达感知覆盖 理想L9 Livis 将提供定制版双色车身， 车身采用三重喷漆配合手工打磨工序， 全新一代理想L9官宣将于二季度发布。 半仙建了一个理想的车主及意向群欢迎扫码加入 主机厂电芯采购：兼顾性能和成本 往期推 荐 本公众号基于分享的目的转载，转载文章的版权归原作者或原公众号所有，如有涉及侵权请及时告知，我们将予以核实并删除 比亚迪出海：发力东南亚 CATL ：储能市场增 长高于动力 加入社群 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货 报告和精准人脉。 ...

理想汽车-W（02015）早盘股价上涨3.47%，现报71.60港元，成交额6.01亿港元。 2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并非不关注汽 车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能体"，眼睛、大 脑、心脏、神经、手脚——完整的技术栈让车从被动工具变成主动伙伴。李想还表示，全新理想L9不 仅是一台好车，更是具身智能机器人的开山之作。 据悉，理想汽车将推出全新一代理想L9 Livis版，售价55.98万元。全新一代理想L9 Livis版搭载2颗理想 汽车全自研的"马赫100"芯片，拥有全球最强的2560 TOPS算力。其中，"马赫100"芯片是理想汽车自 2022年起自研的核心技术，配合理想汽车自研大模型和自研操作系统，全新一代理想L9的智能化程度 将大幅提升。 2月5日，理想汽车CEO李想在微博发文称，对全新理想L9进行预热。李想表示，all in AI并非不关注汽 车，具身智能必须长在一台好车上，才能真正为用户创造价值。全新理想L9将成为"智能体"，眼睛、大 脑、心脏、神经、手脚——完整的技术栈让车从被动工具 ...