理想汽车-W(02015)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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02015 理想汽车-W

休市中 01-30 16:08:04

65.950

-1.750

-2.58%

最高67.500	最低65.650	成交量1,048万
今开67.500	昨收67.700	日振幅2.73%
总市值1,412亿	流通市值1,177亿	总股本21.41亿
成交额6.92亿	换手率0.59%	流通股本17.85亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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23:22","pubTimestamp":1769786527,"startTime":"0","endTime":"0","summary":"2026年1月末，理想汽车以一场持续两小时的全员战略宣贯会，揭开了其史上最大规模的组织架构变革。\"基于此，理想提出三大时间节点：2026年完成AI系统级通用Agent构建，2028年实现L4级自动驾驶全量落地，2030年前推出具有完整生命特征的人形机器人。而即将落地的人形机器人项目，被李想视为验证\"硅基生命\"理论的关键载体。站在2026年的起点，理想汽车的架构调整既是主动求变，亦是生存必需。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130232555a6c0d20e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:11","pubTimestamp":1769782292,"startTime":"0","endTime":"0","summary":"理想汽车将关闭部分低效门店王琳在2025年第三季度交出一份转型期承压答卷之后，理想汽车的破局行动正在全面提速。业绩下滑的背后，是交付端遇冷，财报显示，2025年第三季度理想汽车交付9.32万辆，同比下滑39%。此外，近期发生的MEGA车型召回事件也对财报数据产生了直接影响，公司将相关预估成本全额计入三季度财报，对当期毛利率造成了约4个百分点的影响。在2025年第三季度财报业绩会上，李想的表态，为理想汽车的战略转型定下基调。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130221305a469a508&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:28","pubTimestamp":1769761718,"startTime":"0","endTime":"0","summary":"蓝鲸新闻1月30日电，理想汽车原自动驾驶高级副总裁郎咸朋1月30日在其个人社交平台上发文确认，已从自动驾驶转做人形机器人，“虚心学习，接受指导和建议。”稍早前，有消息称，理想汽车将研发体系重组为基座模型、软件本体、硬件本体团队，郎咸朋将成为硬件本体负责人，主要负责机器人研发，不再负责自动驾驶。理想汽车CEO李想日前更被曝召开线上全员会，明确在汽车之外一定会做人形机器人，并会尽快落地亮相。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130163757a6bf4acf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:25","pubTimestamp":1769754302,"startTime":"0","endTime":"0","summary":"汇丰发布研报称，近期金属及存储芯片等上游原材料价格急升，预料将在短期内为汽车厂商带来显著成本压力，由于电动车的原材料使用密度更高，生产商面临阻力将更大，其中锂价在过去三个月飙升约127%，估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币，而存储芯片涨价或带来额外1,000至3,000元人民币的成本，直接对电动车的成本结构造成打击。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1399668.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02333","LU1720050803.USD","BK1119","82333","BK1587","GWLLY","BK1588","601633","BK4585","02238","LI","LU1064130708.USD","LU1064131003.USD","LU1794554557.SGD","02015","601238","LU2148510915.USD","BK1539","BK1575","BK4588"],"gpt_icon":0},{"id":"2607066808","title":"车企和AI抢内存芯片？打不过，也难加入","url":"https://stock-news.laohu8.com/highlight/detail?id=2607066808","media":"BusinessCars","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607066808?lang=zh_cn&edition=full","pubTime":"2026-01-30 09:25","pubTimestamp":1769736311,"startTime":"0","endTime":"0","summary":"为期两年的内存芯片危机，才刚刚拉开序幕。打不过，就加入？内存芯片涨价导致每辆车的成本上涨千元。某新势力造车品牌的内部人士表示。“汽车行业今年要和AI算力中心、手机等消费电子抢内存资源，我们根本抢不过，人家都是上千亿美元的投资规。”如今，“AI抽干内存市场”，已经成为汽车行业的共识。此外，国内存储芯片厂商正在加快扩产节奏。特斯拉、比亚迪通过自主研发AI芯片或布局半导体生产线，试图实现自主可控。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013009392897a40f87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中更新预计交付时间，以透明化沟通缓解用户等待焦虑，这也是品牌继推出多项补偿方案后，再次针对i6交付问题作出的用户回应。截至发稿，理想汽车 App已开始逐步更新部分i6订单的预计交付时间，部分用户反馈明确的时间预期缓解了此前的焦虑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130082348a4668a49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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in AI矛盾”的质疑，分析认为这实则是战略层面的协同。当然，船票能否抵达终点，取决于理想能否在AI赛道上突围，但至少，车主已明确知晓船长的方向。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130042944a6bcf045&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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，2026年将交付搭载自研M100 芯片 的AI系统产品。国盛证券 认为：理想汽车-W第三季度受销量下降和Mega召回影响，业绩承压，销量和收入同比环比均下降，毛利率下滑。公司预计第四季度交付量和收入同比减少，但毛利率预计在16%-18%之间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129211108a464f184&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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