报告指出，全球能源转型正在重构汽车产业价值链，从"以燃料为核心"转向"以材料为核心"。在这 一背景下，推动循环经济转型，将重塑动力电池价值体系，释放经济价值，增强产业链韧性，减少对环 境和社会的负面影响。报告认为，推动电池循环经济的规模化转型，需要从"小修小补"和"末端治理"转 向系统层面的重塑。 2026年1月20日，瑞士达沃斯 —— 世界经济论坛年会期间，艾伦·麦克阿瑟基金会（EMF）发布 《循环领跑未来：释放动力电池与关键矿产循环经济价值》研究报告（以下简称"报告"）。作为"全球 能源循环计划"启动以来的最重要落地成果之一，该报告为全球动力电池的循环发展提供了首个可执行 的行动路线图。 报告由宁德时代、捷豹路虎(Jaguar Land Rover)、敦豪(DHL)、阿科玛(Arkema)等全球领先企业以及 全球电池联盟(GBA)、巴塞尔公约亚太区域中心、中汽数据动力电池研究室等研究机构在内的30余家参 与方共同支持，覆盖新能源产业链上下游核心环。 宁德时代副总经理、董事会秘书蒋理表示："报告凝聚了产业链上下游共识，为电池循环经济提供 了系统性的行动框架。" 报告提出了五大领导力行动，为全行业提供一套兼具 ...

Core Insights - The article emphasizes the importance of innovation in driving high-quality development in China's automotive industry, particularly as it transitions from electrification to intelligentization [1] - The IVISTA China Intelligent Vehicle Index aims to establish a scientific and fair evaluation system for intelligent vehicles, which is crucial for the industry's high-quality development [1] Group 1: Evaluation Framework and Results - The IVISTA Intelligent Index, based on the 2023 revised guidelines, evaluates vehicles across four sub-indices: intelligent safety, intelligent driving, intelligent parking, and intelligent interaction [2] - By the end of 2025, the IVISTA Intelligent Index had evaluated 118 vehicle models, with 10 models receiving a "G+" rating under the 2020 guidelines, representing 22%, while 8 out of 17 models under the 2023 guidelines achieved a full "G+" rating, indicating a significant improvement in intelligent vehicle performance [2] Group 2: Performance Insights - Intelligent driving shows overall good performance, but there are areas for improvement, such as recognizing stationary targets on highways and handling complex road conditions [4] - Intelligent parking has seen a notable increase in performance, with domestic brands achieving a 100% excellence rate, and memory parking features being equipped in 84.6% of models, significantly outperforming joint venture and foreign brands [4] - The score for intelligent interaction has improved, with 100% of market models under the 2023 guidelines achieving excellence, particularly in occupant status monitoring, although there is still room for enhancement in AI dialogue and new cockpit technologies [4] Group 3: Future Developments - The IVISTA Intelligent Index will officially release the 2026 guidelines in April 2026, marking a new phase characterized by "full scene coverage and full-link verification" [17] - The new evaluation framework will include innovative testing methods for intelligent safety, intelligent driving, intelligent parking, and intelligent cockpit, focusing on real-world scenarios and user pain points [6][11][13][15] - The index aims to provide a forward-looking guide for industry technology development and consumer vehicle purchases, reinforcing its role as a professional benchmark and trend indicator [18]

1月30日，"车老板的第一桶金"——零米轻卡金米版山东区域上市发布会将在 "中国物流之都" 山东临沂即将启幕！在城配物流的赛道上，如何实现降本 增效与稳定运营，是放在众多从业者面前的核心课题。 产品即方案：直面运营痛点，夯实高效基石 可靠与续航，是稳定运营的保障： 零米轻卡金米版搭载中创新航90度高品质电池，满载续航可达270公里，轻松覆盖日常运营半径，以"高效出勤"提升 运力。配合高强度车架、坚固后桥及专用轮胎，承载扎实，每趟可多拉500kg。据测算，有望显著提升单日运营效能，为增加收益创造空间。 成本与效率，是提升效益的核心：零米轻卡金米版降低了品质车型的拥有门槛。其全周期成本优势突出：每公里电费仅约0.4元，运营能耗成本大幅降 低，年保养成本可节省约2000元。致力于帮助用户在运营周期内，实现更优的总体拥有成本（TCO）。 深耕客户、敬畏需求，从来都是破解难题的关键。零米轻卡金米版这一款由客户亲自命名、深度参与共创的纯电轻卡，以"车老板的第一桶金"为核心定 位，既是零米轻卡"从客户中来到客户中去"品牌理念的生动践行，更是对"客户的生意就是零米人的命"这一核心准则的最好诠释——它不是一款单纯的运输 工具， ...

Core Viewpoint - The event showcased the integration of Beijing Automotive's BJ40 range with basketball culture, emphasizing the vehicle's capabilities and brand philosophy [1][18]. Group 1: Event Highlights - The "Beijing Off-Road Brand Night" coincided with a CBA match, featuring a vehicle handover ceremony where Zhao Jinlun presented the BJ40 keys to soprano Chang Sisi [1][4]. - The event included interactive activities, such as a voting campaign for fans to select vehicles for basketball players Zhao Rui and Chen Yingjun, with prizes for participants [8]. Group 2: Product Features - The BJ40增程元境智行 is designed for both urban commuting and off-road adventures, boasting low fuel consumption and advanced features like intelligent all-wheel drive and safety systems [6][10]. - The BJ30旅行家, showcased alongside the BJ40, features a hybrid system that achieves a fuel efficiency of 5.85L per 100km, highlighting its competitive edge in the market [12]. Group 3: Market Performance - Since its launch in November 2025, the BJ40增程元境智行 has received over 5,217 orders within 24 hours, with cumulative sales of the BJ40 series exceeding 300,000 units [14][16]. - The BJ30旅行家 also performed well, achieving over 16,859 orders in the first 24 hours and leading in the 10-15 million SUV resale value rankings with a 68.5% retention rate [16]. Group 4: Brand Recognition - The BJ40增程 has been recognized for its quality, ranking first in customer satisfaction within the hard-core SUV segment according to the NEV-CACSI index [16]. - The brand has been awarded "AAA Market Quality Credit Enterprise" status, further solidifying its reputation in the automotive industry [16]. Group 5: Future Plans - Beijing Automotive plans to hold a new vehicle launch event on January 27, 2025, in Jiaxing, Zhejiang, introducing new models and initiating the "China Grand Circuit" project [20].

在全球汽车产业智能化、绿色化浪潮奔涌向前的时代关口，中国商用车制造业迎来了一个里程碑式的时刻。1月24日，东风商用车有限公司在其重要基 地——湖北十堰，举行了D600智慧工厂投产暨全新一代战略平台首款车型东风天龙KH牵引车下线仪式。这不仅是一座世界级智慧工厂的正式启航，一款划 时代商用新品的亮相，更是东风商用车在"十五五"开局之年，全面推动产业向高端化、智能化、绿色化转型的雄心宣言，标志着中国商用车制造正从规模追 赶坚定迈向标准引领的新阶段。 01 推动制造体系向"可靠、快速、柔性、成本"一体化升级 D600智慧工厂，被誉为全球单体规模最大、智能化水平最高的中重型商用车智慧工厂。它的投产，绝非简单的产能扩充，而是一次从理念到实践、从 硬件到软件的全面制造革命。 活动现场，东风汽车党委常委、副总经理王俊表示，D600智慧工厂投产是落实国家新型工业化、制造强国战略的重要举措，不仅将有力推动东风汽车 转型升级和商用车事业跃升进位，更将加速十堰智能网联新能源汽车产业集群培育，为鄂西区域性中心城市建设注入强劲动力。D600新品的加入，为推动 商用车事业全面振兴，奋力实现"四个行业第一"提供新的有力支撑。 东风商用车总经 ...

1月20日，国务院新闻办公室在北京举行新闻发布会，国家发展改革委谈2026年经济工作。国家发 展改革委国民经济综合司司长周陈表示，展望2026年，消费与投资、科技与产业、城乡与区域都将释放 出巨大的发展潜能。从点上看，新技术新产品新场景蔚然成势。我国新能源、新材料、航空航天等新的 经济增长点正在蓄势待发；从线上看，创新链产业链人才链加速融合。我国有完整的产业体系和超大规 模市场，也有全球规模最宏大、门类最齐全的人才资源；从面上看，动力源地区创新引领作用持续增 强。创新集群发展，北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技创新中心。全球科技创 新高地和新兴产业重要策源地正加快打造。 ◆抓住三大潜能实现三个转变 《中国汽车报》：三大潜能对 2026 经济发展将起到怎样的促进作用？又将怎样影响汽车产业发展？ 干春晖：2026年，消费与投资、科技与产业、城乡与区域这三大发展潜能协同发力，将为中国经济 注入持续动力，也给汽车产业带来从做大到做强的关键机遇。说到底，就是通过需求升级带动供给创 新、技术突破改变产业面貌、区域协调放大整体优势，让汽车这个既关系国计民生又代表制造业水平的 行业，在畅通国内循环、参与全球 ...

Core Insights - The automotive industry is undergoing a transformation towards "software-defined, data-driven" models, driven by AI technology, which presents both opportunities and challenges [1][6][10] - F5 has launched the Application Delivery and Security Platform (ADSP) to address the complexities of hybrid multi-cloud architectures and enhance AI capabilities for automotive enterprises [1][11] AI-Driven Digital Transformation - The shift to "software-defined vehicles" is expected to be a key driver of digital transformation in the automotive sector by 2026, with software accounting for 60% of the overall vehicle value [6] - Automotive companies are increasing investments in software development and adopting new business models such as software subscriptions and feature payments [6][10] Data and Computational Demands - The rise of autonomous driving and the integration of large models in vehicles are leading to exponential growth in data and computational needs, with L3 autonomous vehicles generating 4 to 10 TB of data daily [6][10] - The processing of this data requires real-time transmission, storage, and training, pushing the scale of training data from terabytes to petabytes [6][10] Infrastructure and Security Challenges - The integration of vehicle-to-everything (V2X) communication necessitates stringent latency requirements, driving upgrades in infrastructure for real-time data transmission [7][10] - F5's ADSP platform addresses challenges related to data throughput, new security threats, and multi-cloud deployment, enhancing business continuity for automotive companies [11][18] F5's Strategic Positioning - F5 has seen significant growth in its automotive business, with a projected increase of over 100% in 2025, and is focusing on expanding resources and forming specialized teams for the automotive sector [19][23] - The company aims to leverage its local expertise in China to support global automotive technology advancements and explore cutting-edge fields such as embodied intelligence [22][23] Future Directions - F5 plans to advance AI technology applications in smart driving and aims to achieve substantial progress in this area within the year [22][23] - The company is positioned as a "super gateway" for smart vehicles, optimizing and securing data interactions to facilitate the implementation of next-generation digital engines in the automotive industry [23]

Core Insights - The global competition in automotive intelligence is accelerating in 2026, driven by policy breakthroughs and commercial implementations [2] Domestic News - The Ministry of Transport issued an implementation opinion to promote the development of public data resources to support intelligent driving and new energy vehicle industries, aiming to create typical demonstration scenarios through data integration [3][4] - The Ministry of Industry and Information Technology is soliciting opinions on seven mandatory national standards for intelligent connected vehicles, including safety requirements for automatic parking systems, which will provide clear standards for the industry [5] - Guangdong is exploring the development of intelligent driving liability insurance products to support the new energy vehicle industry, aiming to establish a risk-sharing and social trust system [6] - Hong Kong's Transport Department is promoting unmanned testing of autonomous vehicles, having issued six pilot licenses for testing in various regions [7][8] - Jiangsu Province is advancing the "vehicle-road-cloud integration" application pilot, focusing on the development of high-level autonomous driving systems and intelligent infrastructure [10][11] - Guangdong is strengthening pilot applications for intelligent connected vehicles, encouraging technological innovation and cross-city testing [12] - Shanghai is emphasizing the development of intelligent connected new energy vehicles as a key emerging industry, focusing on soft and hard collaboration and data-driven approaches [13] Overseas Developments - NVIDIA announced plans to test its first full-stack autonomous vehicle in the U.S. in early 2026, with a goal to launch L4 autonomous taxi services by 2027 [14] - Mobileye plans to acquire humanoid robot manufacturer Mentee for $900 million, aiming to enhance its capabilities beyond autonomous driving [15] - Hyundai appointed a former executive from NVIDIA and Tesla to lead its autonomous driving business, highlighting the importance of this sector [17] - Bosch unveiled a new AI smart cockpit platform at CES 2026, showcasing advancements in personalized vehicle experiences [19] - The U.S. House Committee is reviewing legislation to simplify the deployment of autonomous vehicles, potentially increasing the annual exemption limit for companies [21] Corporate Dynamics - GAC Group signed a comprehensive cooperation framework agreement with Huawei to deepen collaboration in intelligent vehicle technologies [22][23] - Black Sesame Intelligence's Huashan A2000 chip passed U.S. scrutiny, allowing for global sales and marking a significant milestone for Chinese autonomous driving technology [24][25] - Geely received a license for L3 autonomous driving road testing in Hangzhou, indicating progress in the competitive landscape for L3 vehicles [26] - BAIC's L3 model has begun large-scale pilot operations, marking a significant step towards commercial deployment of autonomous driving [28] - Lantu Motors and Yiwang signed a strategic cooperation agreement to jointly develop intelligent driving and cockpit technologies [29] - Geely and Qianli Zhijia launched a new brand for smart driving solutions, covering a range of autonomous driving capabilities [30][31] - Hesai Technology was selected by NVIDIA as a lidar partner for its autonomous driving platform, enhancing its role in the global supply chain [33][34] - Chery showcased its AI advancements, indicating a shift towards a more AI-driven automotive strategy [35][36] - WeRide announced that its Robotaxi fleet has surpassed 1,000 vehicles, achieving commercial viability in multiple cities [37]

当地时间1月21日，德国大众集团宣布，旗下"核心品牌集群"（Brand Group Core，BGC）将成立全新的管理董事会，统筹跨品牌重大决策，并通过削减 管理岗位、整合生产架构等举措，到2030年累计实现10亿欧元成本节俭目标。按计划，在2026年夏季前，核心品牌集群的董事会成员数量将较之前削减约 1/3。 重组董事会，强化跨品牌管理 首先需要强调的是，此次的架构调整及成本削减计划并非针对整个大众集团，而是集团下属的核心品牌集群。该集群由施文韬（Thomas Schäfer）全面 负责，他身兼大众集团管理董事会成员、大众乘用车品牌CEO、核心品牌集群负责人三职，统筹大众乘用车、斯柯达、西雅特/CUPRA、大众商用车四大品 牌的协同运营与战略推进。 回首2021-2022年，为了整合资源、提升协同效率，大众集团旗下逐渐形成三大乘用车品牌集群的管理架构。其中，核心品牌集群包括大众乘用车、斯 柯达、西雅特/CUPRA、大众商用车；进取品牌集群（Brand Group Progressive）包括奥迪、宾利、兰博基尼、杜卡迪；运动豪华品牌集群（Brand Group Sport Luxury）则只有保时捷。此外， ...

Core Viewpoint - The performance landscape of China's major express delivery companies is becoming clearer as they report their 2025 operational data, indicating a shift towards high-quality development in the industry, with significant growth in business volume and revenue [1][6]. Group 1: Performance of Major Companies - SF Holding achieved a milestone in 2025 with annual revenue surpassing 300 billion yuan, driven by logistics and international business growth, despite a slight decline in per-package revenue [2][6]. - YTO Express maintained its leading position within the Tongda system, reporting 683.18 billion yuan in revenue and 311.44 billion packages delivered, with a focus on cost control and international expansion [3][6]. - Shentong Express emerged as a significant player in 2025, with a 28.23% year-on-year increase in revenue to 58.36 billion yuan, benefiting from the consolidation of Daniao Logistics [3][6]. - Yunda Express experienced a decline in package volume but managed to increase per-package revenue, indicating a strategic shift towards rational development and profitability [4][6]. Group 2: Industry Trends and Developments - The express delivery industry is transitioning from low-price competition to high-quality development, with companies prioritizing profitability over volume [6][8]. - Technological advancements and green transformation are becoming key drivers of industry growth, with increased investment in smart logistics and sustainable practices [7][8]. - Internationalization and collaborative development are emerging as strategic priorities for leading companies, enhancing their global service networks and competitiveness [7][8]. Group 3: Future Outlook - The ongoing optimization of industry structure is expected to enhance the resource integration capabilities and brand advantages of leading companies, while compressing the survival space for smaller firms [8]. - Competition surrounding service upgrades, technological innovation, and international expansion is anticipated to intensify, positioning the Chinese express delivery industry for robust resilience and growth potential in the global logistics market [8].