<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052815301746.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052815301746.jpg"/></p><p>2026 年 4 月在北京车展上展出的理想 i6。图片来源：CnEVPost</p><blockquote>
<ul>
<li>理想汽车正试图通过扩大海外版图来应对激烈的国内竞争。</li>
<li>理想 MEGA 的右舵版本将于年底前在香港和新加坡推出，以提升全球销量。</li>
</ul>
</blockquote><p>就在国内同行蔚来汽车（NYSE: NIO）放缓海外扩张之际，理想汽车（NASDAQ: LI）正在加速其全球化步伐。</p><p>公司计划于今年下半年向欧洲市场推出其纯电动理想 i6 SUV（运动型多用途汽车），而理想 MEGA MPV（多用途汽车）的右舵版本将于年底前登陆亚太核心市场。</p><p>理想汽车总裁马东辉在周四举行的公司第一季度财报电话会议上宣布了该战略。公司正寻求通过扩大海外版图来应对国内市场的激烈竞争。</p><p>加入我们的 Telegram 或 Google News</p><p>这一扩张计划出台之际，理想汽车公布的第一季度财务业绩令人失望。该公司第一季度意外录得净亏损 23 亿元人民币（3.3 亿美元）。</p><p>相比之下，其在 2025 年同期实现了 6.47 亿元人民币的净利润。公司第一季度营收也同比下降 11.4%，至 230 亿元人民币。</p><p>马东辉表示，海外市场扩张将采取灵活的分阶段策略。理想汽车将根据当地市场规模和竞争格局，从各种模式中进行选择，例如设立子公司或签署独家经销商协议。</p><p>公司希望依靠优质的本地合作伙伴，快速构建涵盖销售、交付和售后服务的完整服务体系。</p><p>为支持这一雄心勃勃的国际化战略，公司将在产品层面进行区域适配。所有后续新车型都将在研发阶段同步完成对海外法规的适配工作。</p><p>欧洲已被确定为实现理想汽车下一阶段增长的核心目标市场。理想 i6 将成为该公司今年下半年进军欧洲大陆的主打产品。</p><p>理想汽车位于德国慕尼黑的研发中心正致力于深入了解欧洲严格的法规和用户需求。今年 2 月，理想汽车正式加入中国欧盟商会（CCCEU）。</p><p>为进一步提升在欧洲市场的品牌知名度，理想汽车已确认参加 2026 年巴黎车展。这将是该公司首次正式亮相欧洲顶级国际车展。</p><p>针对右舵车市场，理想汽车也制定了明确的上市时间表。公司计划在今年年底前向香港和新加坡等亚太核心地区推出理想 MEGA 的右舵版本。</p><p>在中东和中亚市场，理想汽车将以其 L 系列增程车型作为主要销售驱动力。经过全新优化的理想 L9 增程 SUV 车型将于今年第三季度正式登陆这些地区。</p><p>为适应当地的高温环境，该车型在充电性能和座舱空调热管理等方面进行了特定的软硬件升级。</p><p>理想汽车的海外扩张在今年上半年开始初见成效。4 月，公司在阿联酋和沙特阿拉伯签署了经销商协议，并宣布了向柬埔寨、老挝、澳门和缅甸扩张的计划。</p><p>尽管海外扩张步伐加快，但理想汽车仍面临短期的国内财务压力。公司第一季度毛利率从去年同期的 20.5% 骤降至 7.9%。</p><p>这反映了因产品组合变化导致的平均售价下降，以及国内市场价格战的激烈程度。</p><p>理想汽车对第二季度的展望也显得相对保守。公司预计第二季度交付量将在 9.5 万至 10 万辆之间。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052312113475-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="768" height="432" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052312113475-768x432.jpg"/></p><p>蔚来放缓海外扩张步伐，聚焦国内市场及盈利能力</p><p>李斌表示，蔚来不会退出海外市场，但将放缓步伐，并更谨慎地评估投资回报。</p><p>（1 美元 = 6.7791 元人民币）</p>

理想汽车

理想汽车-W

纳斯达克全球汽车指数 - First Trust

3 倍做多汽车行业 ETN - MAX

自动驾驶和电动汽车 ETF - GlobalX

华宝智能电动汽车ETF

华夏中证新能源汽车ETF

<p>理想汽车计划于 2026 年下半年在欧洲推出其 i6 SUV，并在年底前向香港和新加坡推出 Mega MPV 的右舵版本。此次扩张旨在应对国内激烈的竞争，此前该公司第一季度业绩令人失望，净亏损达 23 亿元人民币。公司正采取分阶段策略开拓海外市场，专注于建立本地合作伙伴关系并调整产品以符合区域法规</p>

<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052815301746.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026052815301746.jpg"/></p>
<p>A Li i6 on display at the Beijing Auto Show in April 2026. Credit: CnEVPost</p>
<div class="lb-trans"><p>2026 年 4 月在北京车展上展出的理想 i6。图片来源：CnEVPost</p></div><blockquote>
<ul>
<li>Li Auto is attempting to counter fierce domestic competition by expanding its overseas footprint.</li>
<li>A right-hand drive version of the Li Mega will be launched in Hong Kong and Singapore by year-end to boost global sales.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>理想汽车正试图通过扩大海外版图来应对激烈的国内竞争。</li>
<li>理想 MEGA 的右舵版本将于年底前在香港和新加坡推出，以提升全球销量。</li>
</ul>
</blockquote></div><p>Li Auto (NASDAQ: LI) is accelerating its globalization pace, just as its domestic peer Nio Inc (NYSE: NIO) slows down its overseas expansion.</p>
<div class="lb-trans"><p>就在国内同行蔚来汽车（NYSE: NIO）放缓海外扩张之际，理想汽车（NASDAQ: LI）正在加速其全球化步伐。</p></div><p>The company plans to introduce its pure electric Li i6 SUV (sport utility vehicle) to the European market in the second half of this year, while a right-hand drive version of the Li Mega MPV (multi-purpose vehicle) will land in core Asia-Pacific markets by the end of the year.</p>
<div class="lb-trans"><p>公司计划于今年下半年向欧洲市场推出其纯电动理想 i6 SUV（运动型多用途汽车），而理想 MEGA MPV（多用途汽车）的右舵版本将于年底前登陆亚太核心市场。</p></div><p>Li Auto president Ma Donghui announced the strategy during the company's first-quarter earnings call on Thursday. The company is seeking to cope with fierce competition in the domestic market by expanding its overseas footprint.</p>
<div class="lb-trans"><p>理想汽车总裁马东辉在周四举行的公司第一季度财报电话会议上宣布了该战略。公司正寻求通过扩大海外版图来应对国内市场的激烈竞争。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>The expansion plan comes as Li Auto reported disappointing first-quarter financial results. The company unexpectedly recorded a net loss of 2.3 billion yuan ($330 million) in the first quarter.</p>
<div class="lb-trans"><p>这一扩张计划出台之际，理想汽车公布的第一季度财务业绩令人失望。该公司第一季度意外录得净亏损 23 亿元人民币（3.3 亿美元）。</p></div><p>By comparison, it achieved a net profit of 647 million yuan in the same period of 2025. The company's first-quarter revenue also fell 11.4% year-on-year to 23.0 billion yuan.</p>
<div class="lb-trans"><p>相比之下，其在 2025 年同期实现了 6.47 亿元人民币的净利润。公司第一季度营收也同比下降 11.4%，至 230 亿元人民币。</p></div><p>Overseas market expansion will adopt a flexible, phased strategy, Ma said. Li Auto will choose from various models, such as establishing subsidiaries or signing exclusive distributors, based on local market size and the competitive landscape.</p>
<div class="lb-trans"><p>马东辉表示，海外市场扩张将采取灵活的分阶段策略。理想汽车将根据当地市场规模和竞争格局，从各种模式中进行选择，例如设立子公司或签署独家经销商协议。</p></div><p>The company hopes to rely on top local partners to quickly build a complete service system covering sales, delivery, and after-sales.</p>
<div class="lb-trans"><p>公司希望依靠优质的本地合作伙伴，快速构建涵盖销售、交付和售后服务的完整服务体系。</p></div><p>To support this ambitious internationalization strategy, regional adaptation will be done on the product side. All subsequent new models will simultaneously complete the adaptation of overseas regulations during the research and development phase.</p>
<div class="lb-trans"><p>为支持这一雄心勃勃的国际化战略，公司将在产品层面进行区域适配。所有后续新车型都将在研发阶段同步完成对海外法规的适配工作。</p></div><p>Europe has been identified as the core target market for Li Auto's next stage of growth. The Li i6 will be the company's main product for its foray into the European continent in the second half of the year.</p>
<div class="lb-trans"><p>欧洲已被确定为实现理想汽车下一阶段增长的核心目标市场。理想 i6 将成为该公司今年下半年进军欧洲大陆的主打产品。</p></div><p>The company's research and development center in Munich, Germany, is working to gain a deep understanding of Europe's stringent regulations and user needs. In February, Li Auto officially joined the China Chamber of Commerce to the EU (CCCEU).</p>
<div class="lb-trans"><p>理想汽车位于德国慕尼黑的研发中心正致力于深入了解欧洲严格的法规和用户需求。今年 2 月，理想汽车正式加入中国欧盟商会（CCCEU）。</p></div><p>To further enhance its brand awareness in the European market, Li Auto has confirmed its participation in the 2026 Paris Motor Show. This will mark the company's first official appearance at a top-tier international auto show in Europe.</p>
<div class="lb-trans"><p>为进一步提升在欧洲市场的品牌知名度，理想汽车已确认参加 2026 年巴黎车展。这将是该公司首次正式亮相欧洲顶级国际车展。</p></div><p>For the right-hand drive vehicle markets, Li Auto has also set a clear launch schedule. The company plans to introduce a right-hand drive version of the Li Mega in key Asia-Pacific regions such as Hong Kong and Singapore by the end of this year.</p>
<div class="lb-trans"><p>针对右舵车市场，理想汽车也制定了明确的上市时间表。公司计划在今年年底前向香港和新加坡等亚太核心地区推出理想 MEGA 的右舵版本。</p></div><p>In the Middle East and Central Asia markets, Li Auto will use its L-series extended-range models as its main sales drivers. The newly optimized Li L9 extended-range SUV model will officially land in these regions in the third quarter of this year.</p>
<div class="lb-trans"><p>在中东和中亚市场，理想汽车将以其 L 系列增程车型作为主要销售驱动力。经过全新优化的理想 L9 增程 SUV 车型将于今年第三季度正式登陆这些地区。</p></div><p>Tailored for the local high-temperature environment, the model has undergone specific hardware and software upgrades in areas such as charging performance and cabin air conditioning thermal management.</p>
<div class="lb-trans"><p>为适应当地的高温环境，该车型在充电性能和座舱空调热管理等方面进行了特定的软硬件升级。</p></div><p>Li Auto's overseas expansion began to bear fruit in the first half of this year. In April, the company signed dealership agreements in the United Arab Emirates and Saudi Arabia and announced expansion plans for Cambodia, Laos, Macau, and Myanmar.</p>
<div class="lb-trans"><p>理想汽车的海外扩张在今年上半年开始初见成效。4 月，公司在阿联酋和沙特阿拉伯签署了经销商协议，并宣布了向柬埔寨、老挝、澳门和缅甸扩张的计划。</p></div><p>Despite the accelerated pace of overseas expansion, Li Auto still faces short-term domestic financial pressure. The company's gross margin in the first quarter plummeted to 7.9% from 20.5% in the same period last year.</p>
<div class="lb-trans"><p>尽管海外扩张步伐加快，但理想汽车仍面临短期的国内财务压力。公司第一季度毛利率从去年同期的 20.5% 骤降至 7.9%。</p></div><p>This reflects a decline in average selling prices caused by a different product mix, as well as the fierce domestic market price war.</p>
<div class="lb-trans"><p>这反映了因产品组合变化导致的平均售价下降，以及国内市场价格战的激烈程度。</p></div><p>Li Auto's outlook for the second quarter also appears relatively conservative. The company expects second-quarter deliveries to be between 95,000 and 100,000 vehicles.</p>
<div class="lb-trans"><p>理想汽车对第二季度的展望也显得相对保守。公司预计第二季度交付量将在 9.5 万至 10 万辆之间。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/05/2026052312113475-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/05/2026052312113475-768x432.jpg"/></p>
<p>Nio slows overseas expansion to focus on domestic market and profitability</p>
<div class="lb-trans"><p>蔚来放缓海外扩张步伐，聚焦国内市场及盈利能力</p></div><p>William Li said Nio will not exit overseas markets but will slow its pace and evaluate return on investment more cautiously.</p>
<div class="lb-trans"><p>李斌表示，蔚来不会退出海外市场，但将放缓步伐，并更谨慎地评估投资回报。</p></div><p>($1 = 6.7791 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7791 元人民币）</p></div>

Li Auto to launch i6 in Europe in H2, MEGA in right-hand drive markets by year-end

- 理想汽车加快海外扩张应对国内竞争，计划推动 Li i6 进入欧洲市场。  
- 第一季度净亏损 23 亿元，同比下降，销售收入也减少 11.4%。  
- 海外市场将采取灵活策略，重点依赖当地合作伙伴构建服务体系。

理想汽车将于下半年在欧洲推出 i6，年底前在右舵市场推出 MEGA