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].

回顾"十四五"，我国商用车行业在转型升级与深度调整中积蓄扎实的发展势能。展望"十五五"，行业将开启价值竞争新周期，高质量发展脉络愈发清 晰。 值此关键节点，五征集团2026年全球实干家生态大会于1月21-23日在杭州举办。本次大会以"航洲共济 征启新章"为主题，全面展示了五征集团与实干家 伙伴聚力攻坚、实现跨越发展的丰硕成果，更擘画出面向"十五五"的战略发展蓝图，凝聚起共赴新征程的合力。 五征集团董事长姜卫东在致辞中表示，历经多年深耕积淀，五征集团已构建起多元化产业结构，同时锻造出精益设计、精益生产、精益管理的全链条核 心能力。面向未来，五征集团将精准把握产业发展趋势，牢牢抢抓时代机遇，致力于成为全球智能装备与绿色作业实干先锋。此次大会重磅发布"十五五" 战略愿景、焕新品牌形象、推出生态解决方案，并成立产业生态联盟，这一系列举措既是五征集团着眼未来的前瞻性战略布局，更是与广大实干家伙伴共创 共赢的坚实基石。 01 实干笃行结硕果 同时，五征集团还提出了"24531"战略目标，即到2030年实现总收入突破200亿元、总销量达40万辆以上、新能源与海外销量占比分别超50%和30%，以 及员工人均收入增长1倍以上。 ...

在全球加速迈向智能化、绿色化转型升级的时代浪潮中，中国商用车行业正经历新一轮发展变革。2026年1月24日，十堰市东风商用车车身智能制造工 厂内，一场以"新产线 新使命 新征程"为主题的东风商用车D600智慧工厂投产暨新品下线仪式盛大举行。这不仅是东风商用车在产能与技术上实现的跨越式 突破，也标志着其在高端化、智能化、电动化转型中迈出了具有战略意义的重要一步。 湖北省经信厅二级巡视员望晓东，中国汽车工业协会副秘书长李邵华，十堰市市委书记王永辉，市委副书记、市长余珂，市人大常委会主任赵哲，市政 协主席、市委秘书长蔡贤忠，市委常委、常务副市长周智勇，市委常委、副市长高红民，东风汽车集团有限公司董事长、党委书记杨青，总经理、党委副书 记冯长军，党委常委、副总经理王俊，东风汽车集团股份有限公司商用车事业部总经理、党委书记、东风商用车有限公司董事长张小帆，总经理刘利成，党 委书记郑华，东风电子科技股份有限公司董事长、党委书记蔡士龙，总经理高守武，东实汽车科技集团股份有限公司总经理张永正，东风汽车贸易有限公司 总经理刘力，以及十堰市各级部门、东风汽车集团有限公司、东风商用车有限公司相关职能部门负责人等出席活动，各方代表齐 ...

Group 1 - In 2026, FAW-Volkswagen's Volkswagen brand will launch 8 new models based on the "oil-electric hybrid" strategy, aiming to create a comprehensive and competitive product matrix [1] - The brand will hold its first spring launch event, introducing 5 new vehicles, with the all-new Sagitar S and the all-new ID.4 as the main models [1] - The Sagitar has been a best-selling fuel vehicle in China for 20 years, maintaining a monthly sales volume of 20,000 units, with cumulative sales reaching 4.5 million units [1] Group 2 - The all-new ID.4 is designed for "new lifestyle adventurers," featuring a robust five-seat SUV design with enhanced aesthetics, power, smart technology, and spacious comfort [3] - It is equipped with the fifth-generation EA888 engine for improved efficiency and performance, along with advanced driving assistance features [3] - The launch of the all-new ID.4 marks the completion of FAW-Volkswagen's "three-step strategy" for fuel vehicles, covering A-class to B-class and from sedans to SUVs [3] Group 3 - In 2026, FAW-Volkswagen aims to strengthen its fuel vehicle base with competitive new products in response to market demands [4] - The company emphasizes its commitment to excellent products and craftsmanship, positioning itself as a trusted brand for millions of Chinese customers [4]

Core Insights - The 2026 New Energy Vehicle Aftermarket New Ecology Conference was held in Wanzhou, Chongqing, focusing on "new beginnings, new markets, and new services" to promote a safe, efficient, and green aftermarket ecosystem [1][3]. Group 1: Conference Overview - The conference was organized by various governmental and industry bodies, including the Chongqing Municipal Economic and Information Commission and the China Automotive Engineering Research Institute [1][3]. - Key figures from the Ministry of Industry and Information Technology and various industry organizations attended, emphasizing the importance of the new energy vehicle industry as a driver for high-quality manufacturing development [3][6]. Group 2: Industry Development Goals - The Chongqing government aims to enhance the automotive aftermarket system, focusing on smart connected new energy vehicles and establishing a globally influential hub for this sector [8][10]. - Key initiatives include improving vehicle inspection and maintenance capabilities, financial and insurance services, and fostering the battery recycling and automotive modification industries [8][10]. Group 3: Market Trends and Innovations - During the conference, it was noted that during the 14th Five-Year Plan, China's new energy vehicle sales and penetration rates were among the highest globally, driven by policy support and innovation [11]. - The industry is expected to continue evolving with a focus on quality improvement, internationalization, and the integration of services and products [11][14]. Group 4: Future Directions - The automotive aftermarket is anticipated to undergo significant changes, with trends towards openness, digitalization, and lifecycle services becoming prominent [17][20]. - Companies are encouraged to leverage AI technology for improved diagnostics and repair efficiency, and to establish standardized supply chains for new energy vehicle components [25][29]. Group 5: Recycling and Sustainability - The recycling of retired lithium batteries is highlighted as a critical national resource strategy, with significant market potential [34][36]. - Companies are urged to develop efficient recycling technologies and localized closed-loop networks to meet international regulatory requirements and support global carbon neutrality goals [37][39]. Group 6: Collaborative Efforts - The conference featured discussions on policy guidance, ecological collaboration, and innovative business models, showcasing the vibrant development of China's new energy vehicle aftermarket [40]. - The insights and consensus reached during the conference are expected to strengthen capabilities, enhance quality, and foster resource connections within the industry [40].

为深入贯彻落实《新能源汽车产业发展规划（2021—2035年）》和国家相关部委关于推动新能源汽车下乡的决策部署，加快补齐农村地区新能源汽车消 费短板，持续优化新能源汽车使用环境，加速构建绿色低碳、智能安全的居民出行体系，1月23日上午，2026年重庆市第一批新能源汽车下乡活动（万州 区）启动仪式在万州区江南会展广场举行。 中国国际贸易促进委员会机械行业分会会长周卫东，重庆市贸促会党组成员、副会长杨绪超，万州区人民政府副区长刘小泉、重庆市商务委员会一级调 研员陈孟鹤、重庆市经济和信息化委员会汽车工业处副处长罗滕飞、重庆市贸促会贸易促进部四级调研员蒋灵艳，万州区商务委党委书记、主任雷蕾，万州 区经济和信息化委员会副主任任涛，万州区文化旅游委党委委员、副主任王超，中国国际贸易促进委员会机械行业分会副秘书长、北京中汽四方会展有限公 司总经理刘成芳，工信装备工程研究院(北京)有限公司执行董事兼总经理李方正、中国汽车流通协会售后零部件分会副理事长兼秘书长李彤梅、中国汽车流 通协会售后零部件分会副秘书长周波、重庆市汽车文旅专委会主任叶川，湖南日报报业集团银龄事业群总经理、湖南工商大学客座教授王泽湘，华声在线股 份有限公司教 ...