依托在中国建立的一套完备体系，致力于以中国速度提供高效、可靠且可持续的优化解决方案，斯堪尼亚已迈出关键一步——将其在华所有业务整合于 统一架构之下，成立斯堪尼亚集团中国。该集团在享有高度本地自主权的同时，亦与全球战略保持紧密协同。 与此同时，斯堪尼亚将着力将在中国市场积累的深入洞察和成功经验，转化为组织内部的"中国智慧"，并充分利用数字化和自动化技术，全面提升运营 效能。通过这些举措，斯堪尼亚致力于携手中国合作伙伴与客户，共同推动物流行业的转型升级与可持续发展，以此履行对中国市场的长期承诺。 统一组织，高效运营 为执行这一战略愿景，斯堪尼亚集团中国自2026年1月1日起实施了全新的组织架构与治理模式。在柯木兰的领导下，公司在华业务已系统高效整合，覆 盖研发、采购、生产、斯堪尼亚及NEXT ERA商业运营，以及所有支持职能。此举旨在实现"优化本地决策，同时确保全球协同"的运营目标，将斯堪尼亚的 全球卓越标准与中国市场所需的敏捷响应深度融合。 双线布局，全面覆盖 为应对中国市场多元化、多层次的客户需求，斯堪尼亚正通过互补的双线产品战略全面布局市场。公司一方面继续提供全球标准的高端斯堪尼亚产品， 包括可满足客户对更 ...

GDP 5.3万亿元 全年产量 368.65万辆 新能源汽车产量 179.4万辆 2025年,安徽省汽车产业实现多个"第一":全年 汽车产量368.65万辆,超过广东登顶第一;其中,新能 源汽车产量179.4万辆,占比达到48.7%，同样位居全国 第一。全年产量和新能源汽车产量在全国占比分别达到 10.68%和10.79%;全年汽车出口共122.8万辆,占全国 出口总量18%,增长28.7%,不仅出口量稳居全国第一, 也成为首个汽车年出口破百万辆的省份。 过去6年,安徽省按照"整车—三电—芯片—材料— 回收"全链条招商,已落地7家整车集团、4000余家规 上零部件企业,省内即可闭环造出一辆新能源汽车。多 年积累最终带来质变,实现汽车产业从"跟跑"到"领 跑"的跨越。 根据围家统计局最新数据整理 图 读懂 国家统计局发布的最新数据显示,2025年,全 国有16个省市区汽车产量超过百万辆。同时,由于 2025年起产量统计由"法人注册地"改为"实际生 产地",使得排名出现较大变化:安徽汽车产量超越 广东等地区排名登顶;"老牌"汽车大省让位,后起 之秀表现亮眼;规模突破与产业升级同步,新能源汽 车开始挑大梁。本图通过 ...

Core Insights - The "2026 Hunan Unmanned Delivery Vehicle Scenario Application and Ecological Construction Conference" was held in Changsha, focusing on the innovative applications and operational optimization of unmanned delivery vehicles in the smart logistics sector [1] - The conference facilitated significant strategic partnerships, resulting in the signing of 900 orders for the Xiaozhu unmanned vehicle, marking a milestone in its market expansion across Hunan and into Shandong and Shanxi [1][4] Group 1: Industry Development - The Hunan Provincial Postal Administration emphasized the role of unmanned vehicles as a new force in express delivery services, driven by policies that promote integration with low-altitude economies [3] - Key directions for future industry development include advancing technology iteration, enhancing scenario construction, deepening institutional innovation, and accelerating ecological cultivation [3] Group 2: Technological Advancements - The company showcased its iGear data factory, which enables continuous capability evolution of the Xiaozhu unmanned vehicle through data-driven algorithm iterations, achieving centimeter-level perception accuracy [3] - The Xiaozhu unmanned vehicle has already been deployed in cities like Shenzhen and Changsha, with over 1,000 orders received, indicating a mature operational model [4] Group 3: Market Potential and Collaboration - The conference featured discussions on the need for a three-tiered standard system to address the current lack of standards in the unmanned delivery industry, which is crucial for its development [5] - The operational efficiency of unmanned vehicles was highlighted, with a single Xiaozhu vehicle capable of handling up to 2,500 deliveries per day at a cost of 0.04 yuan per delivery, significantly lower than traditional methods [5] Group 4: Future Outlook - The northern market, particularly Shandong, shows significant potential, with 5,000 unmanned vehicles already deployed and a target of 15,000 by 2026 [6] - The successful hosting of the conference reflects a strong collaborative effort among government, industry, academia, and research sectors, aiming to drive high-quality development in the unmanned delivery industry [6][7]

卓驭科技与亿咖通科技的合作，聚焦于高性能中央计算平台的联合开发。此次合作将充分整合双方 核心技术优势，发挥卓驭科技在智能辅助驾驶系统及自研硬件平台上的技术积淀，以及亿咖通科技在车 载芯片集成上车、Flyme Auto智能座舱系统打造方面的领先能力，共同研发高度集成、AI驱动的跨域融 合产品。同时，双方还将通过供应链协同发力，打造兼具技术领先性与成本竞争力的中央计算量产解决 方案，致力实现市场价值最大化。卓驭科技副总裁于贝贝与亿咖通科技高级副总裁蔡莉莉代表双方签署 协议，卓驭科技CEO沈劭劼、副总裁马陆，亿咖通科技董事长兼CEO沈子瑜、魅族CTO彭翻等一众嘉宾 共同出席并见证了此次签约。 2026年1月30日，卓驭科技正式与亿咖通科技、芯擎科技分别签署战略合作协议，三方将围绕下一 代智能汽车电子电气架构核心方向，在中央计算平台的技术研发与量产应用层面展开深度协同，合力推 进高阶智能化解决方案的规模化落地，以产业链协同创新助力全球汽车智能化转型。 作为智能汽车领域的核心玩家，卓驭科技始终秉持开放协同的产业生态理念，积极联动产业链优秀 伙伴，共同推进智能辅助驾驶技术的普及与创新。此次与亿咖通科技、芯擎科技达成战略合 ...

Core Viewpoint - The strategic cooperation between Guoxuan High-Tech and iFlytek marks a significant collaboration between the new energy and artificial intelligence sectors, aiming to promote the integration of green energy and digital intelligence [1][3][4] Group 1: Strategic Cooperation Details - Guoxuan High-Tech and iFlytek will leverage their strengths in the new energy and AI technology sectors to collaborate on intelligent enterprise management, smart manufacturing, and AI-assisted power trading [2][3] - The partnership aims to establish a joint innovation mechanism to create a benchmark for AI empowerment in the new energy industry [2][3] Group 2: Leadership Perspectives - Guoxuan High-Tech's chairman, Li Zhan, praised iFlytek's technological capabilities and industry empowerment, highlighting its leadership in AI technology research and application innovation [3][4] - iFlytek's chairman, Liu Qingfeng, acknowledged Guoxuan High-Tech's comprehensive layout in the new energy sector and its significant impact, expressing hope for the collaboration to enhance digital transformation in the industry [4] Group 3: Future Outlook - The cooperation is seen as a proactive approach to the integration of new energy and AI, with both companies committed to deepening multi-field collaboration to drive innovation and sustainable development in the global energy sector [4]

1 月 29 日，港交所披露上海伯镭智能科技股份有限公司正式向港交所主板递交上市申请书，中信 证券、中信建投国际担任本次上市的联席保荐人。值得关注的是，此次递表距公司获得比亚迪 1 亿元战 略投资仅时隔 6 天，产业巨头加持下，这家无人矿卡龙头正式冲刺资本市场。 作为全球首家在矿区投用纯电自动驾驶矿卡车队的企业，伯镭科技定位于全球领先的零碳无人矿山 解决方案提供商。据灼识咨询数据，2024 年公司按出货量及收入计为全球最大的纯电自动驾驶矿卡提 供商，同时位列中国第二大自动驾驶矿卡解决方案提供商，在国内电动自动驾驶矿卡细分市场，其出货 量、收入市占率更分别达 55.3%、32.6%，稳居行业第一。 ...

根据协议规划，三方拟将印尼打造为电动汽车电池及其他电池应用产品的专业生产基地，项目产品 将覆盖印尼国内市场、区域市场及国际市场，此次合作也将对印尼当地的可持续经济发展形成积极助 力。 1月30日，华友钴业发布公告披露，公司控股子公司HYD与ANTAM、IBC正式签订合作框架协议， 三方将携手在印度尼西亚布局新能源汽车电池全产业链，共同投资建设电池产业链一体化项目。 ...

Core Insights - Yuchai has demonstrated significant growth in 2025, leading the industry in development speed across commercial vehicles, engineering machinery, and new energy sectors [1] - The company has successfully transformed its traditional diesel engine products for new applications, capturing 40% of the domestic data center backup power market [1] - Yuchai is advancing its product transformation by developing gas, hydrogen, and ammonia fuel engines, as well as exploring pure electric drive systems [2] Group 1 - Yuchai's performance in 2025 was the best in the industry, showcasing strong product capabilities in both traditional and emerging markets [1] - The company has established itself as a leader in the backup power market for data centers, indicating a successful application of its existing products in new scenarios [1] - Yuchai's transformation includes a shift towards high-end manufacturing, leveraging its 70 years of industrial experience to expand into intelligent equipment [2] Group 2 - The upcoming 2026 Global Partner Conference in Yulin is expected to attract over 2,000 partners from around the world, highlighting the company's growing international presence [3] - The gathering of diverse partners in Yulin reflects the broader rise of Chinese manufacturing, emphasizing the importance of companies like Yuchai in the modern industrial ecosystem [3][4] - Yuchai's success contributes to the economic resilience of the region, showcasing how a single company can enhance the local economy and attract global attention [4][5]

Core Insights - The article discusses the significant growth and strategic direction of Yuchai Group during the "14th Five-Year Plan" period, highlighting the importance of expanding partnerships and focusing on customer success as a core business philosophy [1][15]. Group 1: Business Performance and Strategy - Yuchai Group achieved historical highs in sales revenue, profit, and engine sales in 2025, attributed to strong leadership and support from local governments and partners [1]. - The company emphasizes the need to continuously expand its "circle of friends" to enhance collaboration with commercial vehicle manufacturers, focusing on solving customer pain points in power systems [1][2]. - Yuchai's strategy includes finding its own positioning in the market, aiming for industry co-prosperity rather than replacing existing suppliers [2]. Group 2: Product Development and Innovation - Yuchai has established a research and development center in Wuxi and a low-carbon intelligent power laboratory in Guangxi, leading to significant advancements in product quality, particularly in the National VI engine series [4]. - The company reported a more than 40% year-on-year increase in National VI engine sales, with light truck power doubling and new energy power growing by 155% [4]. Group 3: Market Trends and Future Outlook - The company predicts a stable growth rate of 5% to 10% for the commercial vehicle market over the next five years, despite declining demand from traditional sectors like real estate and infrastructure [5]. - Yuchai anticipates a continued diversification of power systems in commercial vehicles, with multiple technologies coexisting, including internal combustion engines, pure electric, hybrid, and hydrogen fuel [6][7]. Group 4: International Expansion - Yuchai has made significant strides in internationalization, with overseas business growth projected at nearly 80% in 2024 and around 50% in 2025, driven by the global expansion of Chinese automotive products [10][11]. - The company is shifting from product export to technology licensing, allowing local enterprises to quickly gain production capabilities while fostering stable partnerships [11]. Group 5: Collaborative Innovation and Corporate Culture - Yuchai emphasizes the importance of collaboration within the industry, advocating for a tightly-knit ecosystem that benefits all parties involved [12]. - The company's corporate culture is centered around the philosophy of "helping customers succeed," which is seen as essential for its survival and growth [15][16].

Core Viewpoint - The investigation into Rongbai Technology by the China Securities Regulatory Commission (CSRC) highlights the tightening of capital market regulations and emphasizes the importance of compliance and accurate information disclosure in maintaining market integrity [1][2][5] Regulatory Environment - The recent actions against Rongbai Technology reflect a broader trend of stricter regulatory measures in the capital market, including the implementation of the "Corporate Governance Guidelines" and the introduction of new penalties for violations [2][5] - The CSRC has already issued fines to five companies this year, indicating a proactive approach to enforcement and a commitment to a comprehensive regulatory framework [2][3] Information Disclosure Issues - Rongbai Technology's misleading announcement regarding a 120 billion yuan contract, which was based on unilateral estimates rather than confirmed agreements, exemplifies the risks associated with inadequate information disclosure [1][4] - The company failed to disclose critical details such as minimum procurement quantities and risks related to raw material price fluctuations, leading to misleading statements about the potential impact on its financial performance [1][4] Enforcement Mechanisms - The regulatory response to Rongbai Technology included a rapid sequence of actions: inquiry, stock suspension, and formal investigation, showcasing a new model of preemptive and real-time regulatory intervention [3] - The establishment of a comprehensive punishment and prevention system aims to deter corporate misconduct and enhance accountability within the capital market [3][5] Corporate Responsibility - The actions taken against Rongbai Technology serve as a reminder for companies to prioritize genuine operational capabilities over short-term market gimmicks, emphasizing the need for accurate and timely information disclosure [4][5] - Companies are encouraged to abandon speculative practices and focus on core competencies, ensuring compliance with disclosure standards to foster long-term growth and market trust [4][5]