9月15日，理想汽车-W盘中下跌3.03%，报46.08港元，成交额2.82亿港元。
消息面上，理想汽车与小米汽车同日被曝调整动力电池供应商策略，理想从选用宁德时代转向自研技术路线，并引入中创新航、欣旺达填补份额，采用共研加自产模式。此前理想已以26.5亿元战略增资欣旺达动力，成为其第二大股东。电池供应链重构短期或增加市场对成本控制及产能爬坡的不确定性预期。
行业层面，汽车制造商板块普遍走弱，小鹏集团-W跌3.95%，零跑汽车跌2.98%，吉利汽车跌2.47%，比亚迪股份跌1.37%，仅广汽集团涨2.8%。此前里昂预测9月国内乘用车销量同比下降约24%，行业悲观情绪持续。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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