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去年中国车市销量2093.6万辆创新高,TOP5车企拿下半个市场
21世纪经济报道· 2026-01-16 08:24
Core Viewpoint - In 2025, China's automotive market is expected to achieve structural growth, with production and sales reaching 34.53 million and 34.40 million units respectively, marking a year-on-year increase of 10.4% and 9.4%, maintaining its position as the world's largest market for 17 consecutive years [1][2]. Group 1: Market Performance - The significant growth in the automotive sector is driven by the rise of new energy vehicles (NEVs), with domestic sales projected to reach 13.88 million units in 2025, a year-on-year increase of 19.8%, resulting in a penetration rate of 54% for new energy passenger cars [1][2]. - Chinese brands are a core engine of growth, with sales of domestic passenger cars expected to reach 20.94 million units, a 16.5% increase, raising market share to 69.5%, the highest since 2018 [1][2]. Group 2: Market Dynamics - The automotive industry has shifted away from aggressive price wars, with only 156 new models seeing price reductions in the first ten months of 2025, indicating a more rational market order [2]. - Growth is primarily fueled by government policies such as "trade-in" programs that effectively stimulate demand for vehicle upgrades [2]. Group 3: Profitability and Competition - Despite the expansion in sales, the automotive industry's profitability remains under pressure, with revenues exceeding 10 trillion yuan and profits reaching 440.3 billion yuan, a 7.5% increase, but with a profit margin of 4.4%, below the average of 6% for downstream industrial enterprises [2]. - The competition landscape is increasingly concentrated, with the top three companies—BYD, SAIC, and Geely—accounting for 36.6% of the market share, while the top 15 companies collectively hold 92.3% of total sales [10][12]. Group 4: New Energy Vehicle Trends - In 2025, the sales of new energy passenger vehicles are projected to reach 13.01 million units, a 17.7% increase, while traditional fuel vehicles are expected to decline to 11.06 million units, a decrease of 4.3% [4][6]. - The mainstream market for new energy vehicles is concentrated in the price range of 100,000 to 200,000 yuan, with sales in this segment expected to reach 6.94 million units, a 24% increase, representing half of the total new energy vehicle sales [4][6]. Group 5: Brand Strategies - BYD continues to dominate the 100,000 to 200,000 yuan market segment, with significant sales from its Dynasty and Ocean series, while Geely's Galaxy brand has seen a 150% increase in sales, enhancing its market penetration [6][13]. - New entrants like Leap Motor and Xpeng are also making significant strides, with Leap Motor achieving a 104.7% year-on-year growth, focusing on cost control and technology [14][19]. Group 6: Future Outlook - For 2026, the automotive market is expected to see a modest growth of 1%, with total sales projected at 34.75 million units, while new energy vehicles are anticipated to grow by 15.2% to 1.9 million units [16][17]. - The competitive landscape is expected to intensify, with traditional automakers setting ambitious sales targets, while new entrants aim for aggressive growth, indicating a fierce battle for market share [19].
大批车厘子涌入中国,有品种价格腰斩,跌破30元/斤
21世纪经济报道· 2026-01-16 08:24
Core Viewpoint - The price of cherries in China has significantly decreased at the beginning of 2026, attributed to increased supply from Chile and improved logistics, transforming cherries from a luxury item to a more affordable fruit option for consumers [1][4][5]. Supply and Demand Imbalance - The current situation mirrors past experiences with other premium fruits, such as the Sunshine Rose grape, which saw prices plummet due to oversupply and poor quality control [4]. - In early 2026, the retail price of J-grade cherries has dropped below 30 yuan per pound, compared to 50-60 yuan in previous years, making cherries more accessible to consumers [4]. - A surge in cherry supply from Chile, with over 22,000 tons shipped in late 2025, has intensified market pressure, leading to price declines [4][5]. Logistics and Transportation Advances - Improvements in logistics have accelerated the supply chain, reducing shipping times from 30-35 days to approximately 22 days through direct shipping routes [5]. - The introduction of dedicated air and sea transport routes has increased the volume of cherries arriving in China, contributing to the price drop [5]. Market Dynamics and Consumer Behavior - The wholesale price of cherries has decreased by 15%-25% compared to the previous year, while retail prices have also seen a decline, indicating a shift in consumer perception towards cherries as a cost-effective choice [6]. - The cherry market is transitioning from a luxury item associated with social status to a more everyday fruit, reflecting changing consumer attitudes [6]. Supply Chain Challenges - Importers and retailers are facing challenges due to the reliance on prepayment mechanisms, which have become risky as prices fall and sales slow [9]. - Despite price pressures, the incentive for Chilean producers to expand cherry cultivation remains strong, with an increase in planting area reported [9]. Price Transmission and Competition - Price fluctuations are rapidly affecting the distribution and retail sectors, with some retailers experiencing daily changes in wholesale prices [10]. - E-commerce platforms are intensifying price competition, with some sellers offering cherries at significantly lower prices, further complicating the market dynamics [10]. Future Outlook - The future price trajectory of cherries will depend on post-holiday consumer demand and the pace of shipments arriving in the market [11].
证监会重磅部署2026年工作,吴清发声,信息量很大
21世纪经济报道· 2026-01-16 08:01
会议认为,2025年证监会系统坚持以习近平新时代中国特色社会主义思想为指导,坚决落实党中央、国务院决策部署,一体推进防风险、强监 管、促高质量发展,会同有关方面合力稳市场、稳信心、稳预期,资本市场在多重风险挑战交织叠加的严峻考验下顶压前行,向新向优发展, 韧性和活力明显增强。 一是筑牢风险防波堤防浪堤, 推动构建中国特色稳市机制,中长期资金入市取得重要突破,市场呈现回暖向好态势。 二是全面强化"五大监管", 加快构建财务造假综合惩防体系,开展打击私募基金违法违规专项工作,全年查办证券期货违法案件701件,罚没 款154.7亿元,监管执法质效有效增强。 三是深化投融资综合改革, 推出科创板改革"1+6"政策举措,启用创业板第三套标准,修订重大资产 重组管理办法,启动公募基金改革,全年上市公司现金分红回购合计2.68万亿元,高质量发展动能进一步集聚。 四是健全股债期产品和服务体 系,全年IPO、再融资合计1.26万亿元,交易所债券市场发行各类债券16.3万亿元, 平稳上市18个期货期权品种,多层次资本市场功能有力发 挥。 五是加快推进重点领域法治建设, 联合最高法发布严格公正执法司法、服务保障资本市场高质量发展指 ...
A股三大指数收跌,存储芯片拉升,千亿巨头大涨13%创新高,AI应用现跌停潮
21世纪经济报道· 2026-01-16 07:31
Market Overview - The market opened high but closed lower, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.18%, and the ChiNext Index down 0.2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.06 trillion yuan, an increase of 118 billion yuan compared to the previous trading day, with over 2,900 stocks declining [3] Semiconductor Sector - The semiconductor industry chain showed strong performance, with stocks like Changdian Technology hitting the daily limit and reaching a five-year high. Other stocks such as Meige Technology, Kangqiang Electronics, and Shenghui Integration also hit the daily limit [5] - The storage chip concept continued to rise in the afternoon, with Jiangbolong's market value reaching 148.2 billion yuan and increasing over 13%, while Baiwei Storage's market value reached 86 billion yuan with a rise of over 17%, both hitting historical highs [5] - According to a report from Counterpoint Research, the storage market has entered a "super bull market" phase, with expectations of a 40%-50% increase in Q1 2026 and an additional 20% increase in Q2 2026 [5] Investment Outlook - Guojin Securities suggests that the A-share market is likely to perform well in the future, driven by marginal improvements in liquidity, which is common during the spring market [9] - Huashan Securities emphasizes that the market's expectations for price stabilization and investment recovery are rising, with overall liquidity being ample and market activity high, which continues to drive market strength [9] - Huajin Securities believes that the slow bull market in A-shares will continue, focusing on growth stocks that are expected to rebound, with technology and cyclical sectors likely to see continued profit growth [9]
观致汽车常熟工厂二拍流拍,姚振华曾举报资产被低估
21世纪经济报道· 2026-01-16 06:05
1月16日上午,观致汽车常熟工厂二次拍卖流拍。京东司法拍卖平台信息显示,此次二拍始于1 月15日10时,起拍价约8.59亿元,仅1人报名,超6.3万人围观,无人出价。该工厂曾于2025年 12月底首拍,起拍价约10.75亿元,同样流拍,二拍起拍价较首拍降两成。 来源丨南方日报 编辑丨黎雨桐 李湘多平台被禁止关注,名下超10家公司已注销 支付机构开始切断24%以上产品支付通道 哈萨克斯坦最大城市,满街中国品牌 21君荐读 此前1月14日,宝能集团董事长、观致汽车实控人姚振华发布实名举报视频,称观致2.7亿元执 行案件中,常熟相关部门违法操作,工厂资产被严重低估。其提供的第三方评估显示资产值80 亿元,而法院委托评估仅15.35亿元(土地厂房约11.59亿元、设备零配件约3.76亿元),且设 备因2021年停产未维护,评估净值较原值缩水超11亿元。 常熟市委宣传部回应称举报不实,但未说明细节。据悉,观致2017年被宝能以66.3亿元控股, 宝能累计投入约260亿元,目前观致涉31条股权冻结、39条被执行人记录,被执行超7.6亿元, 还欠税超5400万元,2025年12月已被申请破产审查。 SFC ...
“万能的大熊”“汽车之家”等账号被处置
21世纪经济报道· 2026-01-16 06:05
4."汽车之家"等平台开展不规范测评,扰乱汽车行业市场秩序。 "汽车之家""太平洋汽车"等汽 车类垂直平台,开展"冬测""智驾横评"等不规范测评项目,并通过相关账号发布以偏概全的汽 车测评类信息,误导社会公众对汽车产品质量、功能性能等方面的认知。涉及的账号已被依法 依约采取处置措施。 来源丨网信中国 编辑丨黎雨桐 见习编辑林芊蔚 李湘多平台被禁止关注,名下超10家公司已注销 支付机构开始切断24%以上产品支付通道 SFC 21君荐读 2."Blood旌旗"等账号恶意炒作汽车企业负面话题,诋毁攻击汽车企业、企业家。 微博账 号"Blood旌旗""张栋伟"、抖音账号"胖哥试车"、微信公众号"五星评车"等,长期针对部分汽 车产品、企业经营模式等发表诋毁言论,恶意抹黑攻击汽车企业、企业家。涉及的账号已被依 法依约采取处置措施。 3."金融飒姐喵掌门"等账号歪曲解读汽车企业财务报表,干扰企业正常经营。 抖音账号"金融 飒姐喵掌门"、微博账号"姐疯哥""费妮斯"等,恶意歪曲解读企业财务报表,将企业研发投入 增加引发的财务数据波动夸大渲染为"财务危机",使用"XX快要倒闭""XX汽车必凉"等词汇唱 衰部分新能源汽车企业发展 ...
西贝公关副总裁确认离职,贾国龙:他是个好人
21世纪经济报道· 2026-01-16 06:05
记者丨李益文 编辑丨叶映橙 视频丨陈 泽锴 1月16日,21快讯注意到,有市场传闻称,西贝公关副总裁宋宣已离职。对此,21快讯记者向西贝方面求证,对方表示 暂时没有更多信息可以提供。 16日午间,西贝公关副总裁宋宣发朋友圈回应离职消息。他称:10年受恩于西贝,受恩于贾总100天,全体西贝人没躺 平真调改,真降价,真涨薪100天,西贝品宣没躺平努力还原一个真实的西贝。我爱西贝、也爱贾国龙,此时我还在一 线,我永远是西贝人。 此外, 西贝创始人贾国龙也在朋友圈中明确,宋宣因为个人发展原因离职, "宋宣一直是西贝负责品牌宣传的负责 人,在去年的事件中,他承受了很大压力,做了很多工作。外界骂西贝公关,宋宣受了不少委屈。一切最终决定都是 我贾国龙做的,跟华与华无关,跟宋宣也无关。西贝其实没什么公关,在事件发生前,我手机连微博都没有,注册的 贾国龙微博是几年前不知道谁操作的,当时随大流,昨天我才找回来。宋宣是西贝的好员工,也是个好人,因为个人 发展原因离职,我祝福他。之前我投资了他的创业,今后还会支持。" 在长文中,贾国龙坚持认为,"食品品质和安全,西贝不敢说第一,不敢说完美,但绝对走到了行业前列,说我傻,说 我蠢,我认 ...
尹锡悦首案宣判
21世纪经济报道· 2026-01-16 06:05
此外,在1月13日进行的发动紧急戒严涉嫌触犯"内乱罪"的结案庭审中,检方要求法院判处尹 锡悦死刑。相关案件一审宣判将于2月19日进行。 今天(1月16日)下午,韩国首尔中央地方法院就前总统尹锡悦发动紧急戒严面临的系列指控 中关于"涉嫌动用总统警卫处阻止调查机关对其实施抓捕"等进行宣判。这是尹锡悦因发动紧急 戒严面临的多项案件中法院首次进行的宣判。 今天的宣判中,法院将就尹锡悦身负三项主要嫌疑作出判断,分别是:在去年1月3日韩国高级 公职人员犯罪调查处等对尹锡悦实施抓捕时,总统警卫处进行抵抗致使首次抓捕失败,尹锡悦 涉嫌妨碍特殊公务执行;在宣布紧急戒严当晚,为使戒严程序合法,仅召集部分国务委员举行 形式上的国务会议,涉嫌滥用职权,侵犯其余未到场国务委员戒严审议权,并向外散步虚假信 息;涉嫌在戒严解除后伪造批准戒严相关公文随后又将其销毁。 针对上述三项嫌疑,韩国检方要求数罪并罚,判处尹锡悦有期徒刑10年。 来源丨央视网 编辑丨黎雨桐 SFC ...
李湘多平台被禁止关注,名下超10家公司已注销
21世纪经济报道· 2026-01-16 04:18
公开资料显示,李湘1976年出生于湖南,系知名主持人。2023年,李湘发文透露,自己已经退休,相关话题登上热搜。 据企查查信息显示,李湘名下超10家公司已为注销状态,包括李湘(上海)影视文化工作室、湖南芒果传媒有限公司等,行业涉及租赁和商务 服务业、文化、体育和娱乐业,李湘多担任股东、执行董事、总经理等身份。 | | 上合一篇 即日本的时间业传奇 | 全国企业信用查询系统 | 李湘 | | 网 | | 脂 应用 ▼ | 企业中心 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 相关企业 14 | | 查查图谱 2 | 风险信息 ① | | 合作伙伴 20 | 新闻舆情 8 | | 历史信息 33 1 | | 3 | 真爱 医缘 | 北京真爱医缘企业管理有限公 司 | 注销 | 执行董事,经理 | 100% | 1000万元 | 2021-07-12 | 北京市 | 租赁和商务服务业 | | র্য | 歌 | 北京芒果果影视文化传媒有限 公司 | 注销 | 其他人员 | 100% | 1000万元 | 2015-12- ...
人民日报:如何降低生娃养娃成本
21世纪经济报道· 2026-01-16 04:18
再过几个月,我就要当妈妈了。在降低生娃养娃成本方面,国家出台了哪些好政策,能帮 新手爸妈减轻负担? 真金白银支持育儿家庭。比如,统一发放育儿补贴。2025年1月1日起,对符合法律法规规定生 育的3周岁以下婴幼儿发放每孩每年3600元补贴,补贴免征个人所得税。今年1月5日,2026年 育儿补贴开放申领。自2023年1月1日起,3岁以下婴幼儿照护、子女教育专项附加扣除标准提 高到每个子女每月2000元。针对妇女产假期间收入降低问题,我国有生育保险制度,参保妇女 休产假期间可以领取生育津贴。这些真金白银补贴到育儿家庭,有效降低育儿负担。 持续降低入托、入园费用。很多年轻父母工作忙,选择将孩子送往托育机构。我国通过政府办 托、用人单位办托、幼儿园办托等方式,增加了一批普惠托位。数据显示,2025年,我国每千 人口托位数达到4.73个,新增普惠性托位达到89万个。2025年12月22日,托育服务法草案提请 十四届全国人大常委会第十九次会议审议,标志着我国托育服务规范化、法治化发展迈出重要 一步。同时,教育费用也在降低。2025年秋季学期起,免费学前教育政策已覆盖所有幼儿园大 班,包含公办和民办,惠及约1200万名孩子。 ...