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理想汽车：第二季度营收257亿 两款旗舰纯电车即将上市_我的网站

一 |     (ECNS) -- China's Ministry of Commerce (MOC) announced on Wednesday that it had launched a national security investigation into imported office equipment with printing and copying functions that uses foreign system software, marking the country's first national security investigation in the field of foreign trade.    The ministry said preliminary information indicated that imports of such equipment could affect China's national security interests related to foreign trade.    Foreign system software refers to driver software and embedded software developed, tested or maintained by foreign individuals or entities, according to the ministry.    The investigation will examine imports of the products concerned and assess the impact, technologies or services on national security interests. It will also review domestic demand in related sectors, the degree of reliance on foreign goods, technologies or services, the development of relevant domestic industries, the impact of imports on those industries, and their capacity to meet domestic demand and support national security interests.    It will also examine the impact of relevant foreign government policies and measures on China's national security interests, as well as any other matters affecting national security interests in foreign trade, the ministry noted.    The investigation is expected to be completed within 12 months of the publication of the announcement launching the probe, although the deadline may be extended under special circumstances, it said.    The investigating authority will conduct the probe in accordance with the law, fully protect the rights and interests of all parties concerned, and make an objective and impartial ruling based on its findings. The ministry added that the investigation is intended to firmly safeguard the legitimate rights and interests of China's domestic industries and the country's national security interests                        。    8月26日消息，今日，理想汽车对外公布2026年第二季度财报：二季度公司实现营收257亿元，环比增长11.7%；整体毛利率环比提升3.1个百分点至11.0%，经营活动现金流单季实现转正。    交付端，第二季度理想汽车交付新车98330辆，环比增长3.4%，各月交付均稳定维持3万辆以上水平。    费用管控层面，二季度研发投入28亿元，保持新势力第一梯队投入规模；销售、一般及管理费用23亿元，同比下降16.2%，费用率8.9%，组织精益运营效果显现。    截至二季度末，理想汽车现金储备达875亿元，为技术研发、产品迭代、超充网络与全球化布局提供资金保障。

二 |     产品层面，理想L系列已经完成换代迭代，纯电阵营即将迎来重磅更新，新款理想MEGA、理想i9将于9月正式上市，扩充纯电产品矩阵。

三 |     技术端，马赫M100AI芯片、马赫VLA大模型、全线控主动底盘、星环OS等具身智能全栈自研技术逐步落地装车。     针对第三季度，理想汽车给出业绩指引：预计交付95000-100000辆，总营收266-280亿元，公司判断，伴随换代 L 系列持续交付、纯电新品接续投放，后续毛利率有望进一步改善。    二季度理想处在产品换代过渡期，随着9月两款全新纯电车型登场，“增程 + 纯电” 双线进入协同增长阶段，理想汽车CEO李想表示，有信心在 20 万以上中国乘用车市场进入所有品牌销量前三。              

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