日前，小米集团创始人、CEO雷军在社交媒体上透露，小米汽车新一代SU7，豪华高性能纯电轿车预计 于2026年4月份上市，将全系标配激光雷达，辅助驾驶全部满配。 《中国经营报》记者获悉，2024年3月28日，小米汽车发布了SU7。当年4月份开始交付至今,1年9个月 时间，小米SU7 交付超过了 36万辆车，月均超过1.7万辆。 根据汽车之家数据，过去一年，小米SU7 成为最畅销的20万元以上的轿车。对于小米SU7的表现，雷军 表示："小米SU7，因为好看、好开和智能体验，上市后就成为了汽车行业无可争议的大爆品，一直火 爆到今天。" （文章来源：中国经营报） ...

Core Viewpoint - The U.S. President Trump announced immediate measures to prohibit large institutional investors from purchasing more single-family homes to address the issue of housing affordability, particularly for young Americans [1]. Group 1: Policy Announcement - Trump plans to request Congress to legislate this policy aimed at preventing large investors from acquiring single-family homes [1]. - The discussion on housing and affordability will take place at the upcoming Davos Forum [1]. Group 2: Market Impact - Following Trump's announcement, shares of residential investment firms, including Blackstone Inc., experienced a decline of approximately 10% [1]. - Blackstone is identified as the largest private equity apartment owner in the U.S., with over 230,000 apartments in its portfolio [1]. Group 3: Industry Dynamics - Over the past decade, private equity firms, real estate investment trusts, and other large institutional investors have accumulated significant portfolios of single-family rental homes, which some believe have reduced housing supply for potential homeowners and increased home prices [1]. - A warning from Redfin's chief economist suggests that banning large investors may only lead to medium or small investors replacing them, rather than facilitating home purchases by individual buyers [2].

Core Viewpoint - The meeting held by multiple government agencies emphasizes the need to regulate the rapidly developing power and energy storage battery industry in China to address irrational competition and ensure sustainable development [2] Group 1: Industry Development - China's power and energy storage battery industry has developed rapidly and gained a competitive advantage globally [2] - The industry faces issues such as blind construction and irrational low-price competition, which disrupt normal market order and weaken sustainable development capabilities [2] Group 2: Regulatory Measures - There is a call to strengthen market supervision, enhance price enforcement inspections, and increase oversight of production consistency and product quality [2] - The meeting highlights the importance of combating intellectual property violations within the industry [2] Group 3: Capacity Management - The need to optimize capacity management is stressed, including the establishment of capacity monitoring and early warning mechanisms to prevent overcapacity risks [2] - Support for industry self-discipline and the role of industry associations in guiding enterprises to layout capacity scientifically is emphasized [2] Group 4: Regional Coordination - The meeting advocates for enhanced regional collaboration and coordination between central and local governments, along with comprehensive policy measures [2] - There is a focus on guiding local enterprises, controlling redundant construction, and promoting healthy and orderly industry development [2]

骗贷案频发 2025年12月29日，河南省洛阳市中级人民法院公布了一则刑事判决书，涉及暴某通过虚构购销合同、编 造贷款事由、伪造担保人资格等手段，多次以自己名义和他人名义在伊川农商银行的一家支行进行贷款 和续贷。 根据法院调查，2013年10月，暴某以自己名义在伊川农商银行的某店支行贷款10万元，贷款到期后无力 偿还，经多次续贷，至2018年12月续贷至35万元，此笔贷款至今未还已逾期。 2016年9月，暴某以牛某名义在某店支行贷款50万元，暴某实际获得贷款20万元，而时任当时支行行长 的刘某将其亲属名下的一辆奥迪车辆抵给暴某。该笔贷款到期后，暴某无力偿还，经过多次续贷，于 2018年12月续贷至80万元，至今未还已逾期。 中经记者杨井鑫北京报道 2025年年末，河南省公布了一批骗取贷款和诈骗的裁判文书，而多宗案件都指向了河南的一家农商银行 伊川农商银行。 在这些案例中，贷款人原本都不具备偿还贷款能力，依赖以贷养贷、循环续贷掩盖骗贷直至东窗事发。 值得一提的是，骗贷手法一致集中在了伪造贷款材料，涉事不少支行的"内鬼"也被查。 同样，2015年6月至2019年1月，刘某也采用提供虚假贷款资料、虚假贷款用途等方式 ...

Core Viewpoint - The actual controller of Baoneng New Energy, Ye Huane, received a warning and a fine of 37.54 million yuan from the Guangdong Securities Regulatory Bureau for failing to disclose shareholding arrangements and for illegal share reductions [2]. Group 1: Regulatory Actions - Ye Huane was penalized for not disclosing the transfer of 111 million shares (5.11% of total shares) from Baoliwa Group to Ningyuanxi, which was held in trust [2]. - The Guangdong Securities Regulatory Bureau imposed a fine of 2 million yuan for the failure to disclose and an additional fine of 10 million yuan for the illegal share reduction [2]. - The illegal share reduction involved a 1.1% reduction of shares, amounting to 141 million yuan, which occurred between December 20 and December 27, 2021 [2].

0:00 智汇集团创始人及首席经济学家夏春：在2026年，黄金还会保持相对强势，但是绝对不会出现60%的持 续上涨幅度。价格处在高位的时候，建议大家不要只盯着黄金。未来大家对黄金和白银的投资，或者说 配置比例，要去做一个长期的、宏观的结构性判断，理解它背后的涨跌逻辑。 ...

Core Viewpoint - Geely is advancing its position in the global automotive industry by leveraging its full-domain AI technology, marking a significant evolution in smart electric vehicles and enhancing its competitive edge through technological innovation [3][5][11]. Group 1: Full-Domain AI Technology - Geely has successfully transitioned its full-domain AI technology to version 2.0, achieving cross-domain integration that enhances the vehicle's intelligence and decision-making capabilities [3][7]. - The World Action Model (WAM) serves as the core of Geely's AI system, enabling a unified "vehicle brain" that integrates various domains such as driving, cabin, and chassis [6][7]. - The upgraded AI system introduces a multi-agent collaborative framework, allowing different AI entities to communicate and cooperate, thus improving user interaction and task execution [7][8]. Group 2: Product Launches and Innovations - Geely unveiled the Eva super-personalized emotional AI agent, which is designed to evolve into a central intelligent hub for vehicles, enhancing user experience through advanced interaction capabilities [3][8]. - The company introduced the "Qianli Haohan G-ASD" intelligent driving system, which represents a high-quality smart driving solution developed in collaboration with Qianli Zhijia [3][9]. - Geely's new models, including the Zeekr 9X and Zeekr 009, showcase the integration of advanced technologies such as satellite communication and AI-driven systems [4][3]. Group 3: Sales Performance and Future Goals - In 2025, Geely achieved sales of over 3.02 million vehicles, exceeding its targets, and set an ambitious sales goal of 3.45 million vehicles for 2026 [5][11][12]. - The company aims to deepen its "integrated mobility ecosystem" and enhance its global presence by combining innovative electric vehicle technologies with the global supply chain [5][12]. - Geely plans to launch approximately 10 new models in 2026, further solidifying its position as a leader in smart electric vehicles [12].

0:00 智汇集团创始人及首席经济学家夏春：建议2026年在国内市场要同时做好是科技板块、传统行业板块和 有色金属板块，特别是铜、银。2025年黄金的表现非常亮眼，但是在明年贵金属的需求更多来自于人工 智能的转化以及新能源落地。所以，做好一个金字塔型的投资组合，会给大家带来更加稳健的收益。 ...

Core Viewpoint - The lithium carbonate market is expected to experience a rebound in 2025, with prices showing a V-shaped recovery after hitting a low of 59,000 yuan/ton in June, eventually surpassing 130,000 yuan/ton by December, marking an increase of over 120% from the low point [1][2]. Price Trends - In early 2025, lithium carbonate prices fluctuated around 75,200 yuan/ton, dropping below 70,000 yuan/ton by the end of April and reaching a low of 59,000 yuan/ton in June [1]. - By July 2025, prices began to rebound, breaking through 65,000 yuan/ton on July 14, 70,000 yuan/ton on July 21, and closing at 76,680 yuan on July 24, eventually exceeding 120,000 yuan/ton by December 23 [2]. - The price increase is attributed to a combination of factors, including strong demand from the energy storage sector and a reduction in market inventory [2][3]. Demand and Supply Dynamics - The global demand for lithium carbonate is projected to reach 2 million tons by 2026, driven by the growth in electric vehicles and energy storage applications [6]. - The domestic market in China accounted for 63.3% of global power battery installations from January to October 2025, with significant contributions from leading companies [3]. - The new energy storage capacity in China exceeded 100 million kilowatts by September 2025, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan [4]. Industry Performance - Companies in the lithium sector, such as Tianqi Lithium and Ganfeng Lithium, have seen significant stock price recoveries, with increases of over 160% and 173% respectively since their lows in April [3]. - Ganfeng Lithium reported a 364.02% year-on-year increase in net profit for the third quarter [3]. Future Outlook - The lithium market is expected to face uncertainties in 2026, with potential price corrections if demand from the energy storage sector does not meet expectations [7]. - The development of alternative technologies, such as sodium batteries, may introduce new dynamics to the market, although current production costs and scale are not yet comparable to lithium batteries [8].

0:00 这些会对很多传统行业，特别是银行、房地产建筑这些公司带来一些利好。这些板块目前的股票涨势和 估值，相对于科技板块，安全性更高。 智汇集团创始人及首席经济学家夏春：市场对AI（泡沫）的担心，会导致资金从一些科技企业流出， 回到非常传统的板块，比如偏消费类、偏美国银行等板块。这种结构性行情在美股、A股、港股都已经 发生。 ...