Industry Regulation and Market Dynamics - The Ministry of Industry and Information Technology, along with other departments, held a meeting to regulate the competition order in the power and energy storage battery industry, highlighting rapid development and competitive advantages but also irrational behaviors like blind construction and price competition that need to be addressed [1] - The Secretary-General of the Passenger Car Association stated that by 2025, promotions and price reductions in the passenger car industry will return to rationality, with a notable improvement in market order, as the number of price reductions for various vehicle types has decreased compared to the previous year [1] Automotive Innovations and Developments - XPeng Motors launched four new models, including the new XPeng G6 and G9 electric versions, and plans to scale production of humanoid robots and flying cars this year [2] - Geely Auto received an L3 autonomous driving road test license for its Zeekr 9X model, covering an area of 9,224 square kilometers in Hangzhou, including over 1,500 kilometers of dual-direction expressways [3] - BYD introduced new models of the Qin L DM-i, with a starting price of 116,800 yuan and a pure electric range of 210 kilometers, along with a limited-time tax exemption for new energy vehicle purchases [4] Strategic Partnerships and Financial Support - The Taizhou Municipal Government signed a strategic cooperation framework agreement with Geely Holding Group to enhance investment and industrial layout, aiming to establish Taizhou as a high-end new energy vehicle manufacturing base [5] - XPeng Motors secured a 10 billion yuan financing support commitment from the Industrial and Commercial Bank of China, Guangdong Branch, for the next five years [6] Sales Performance and Market Trends - Jianghuai Automobile reported a total sales volume of 384,100 vehicles for 2025, reflecting a year-on-year decline of 4.72%, while December sales showed a significant increase of 42.24% [7] - Tesla announced the production of its 5 millionth electric drive system at its Shanghai Gigafactory, marking a significant milestone in its manufacturing capabilities [8]

Core Viewpoint - The article emphasizes that artificial intelligence (AI) is fundamentally reshaping the automotive industry, with Chinese automakers leading this transformation at the 2026 CES [4]. Group 1: AI's Impact on the Automotive Industry - AI is expected to influence the purchasing decisions of 40 to 50 million vehicles globally by 2030, with automakers that successfully implement AI at scale potentially increasing their sales by 20% [4]. - The transition from traditional automotive functions to AI-driven capabilities is likened to the shift from feature phones to smartphones, highlighting the need for vehicles to understand user states rather than just execute commands [9][10]. - Current AI applications in vehicles are often fragmented, lacking integration across systems like driving, cabin, and chassis, which leads to a disjointed user experience [11][12]. Group 2: Challenges in AI Integration - The automotive industry faces significant technical challenges, including the need for a cohesive ecosystem that integrates chips, software, cloud services, and mapping data [15]. - AI's evolution requires vast amounts of driving data and must be built on a foundation of safety [16]. - The gap between experimental AI technologies and their real-world application remains a major hurdle, compounded by the long development cycles of vehicles compared to the rapid pace of AI advancements [17]. Group 3: Geely's AI Strategy - Geely has made significant strides in AI integration, achieving a sales volume of 3.025 million vehicles in 2025, a 39% increase year-on-year, with 1.688 million being new energy vehicles, marking a 90% growth [21]. - The company introduced its "Full-Field AI 2.0" technology at CES 2026, which enhances the integration of AI across various vehicle domains, allowing for continuous evolution and improved decision-making capabilities [22][26]. - Geely's approach combines extensive R&D investment, a comprehensive AI ecosystem, and a large dataset from over 8.5 million assisted driving vehicles, which supports ongoing optimization of its AI systems [31]. Group 4: Competitive Landscape - The article notes that different global automakers are pursuing varied technological paths, with Chinese companies like Geely adopting a systematic approach that leverages a complete supply chain for rapid AI integration [35]. - The unique "Chinese speed" allows for quick iterations of AI algorithms and vehicle products, creating a feedback loop that enhances innovation and market responsiveness [35]. - As competition in the automotive industry shifts from isolated technological advancements to a comprehensive ecosystem approach, the advantages of Chinese automakers become increasingly apparent [36].

2. 财政部副部长廖岷会见伦敦证券交易所集团首席执行官施维默。廖岷表示，2025年中国经济稳中向 好，有信心有能力保持经济持续健康发展。欢迎伦敦证券交易所集团深化对华合作，共享中国发展红 利。 3. 美国总统特朗普已同意推动一项旨在加强对俄制裁的法案，该法案为特朗普提供了阻止中国、印度、 巴西等国购买廉价俄罗斯石油的砝码。外交部发言人毛宁对此表示，中俄之间的正常经贸能源合作不针 对第三方，也不应当受到干扰和影响。 4. 公安部1月7日派出工作组，成功将重大跨境赌诈犯罪集团头目陈志从柬埔寨金边押解回国。经查，陈 志犯罪集团涉嫌开设赌场、诈骗、非法经营、掩饰隐瞒犯罪所得等多项犯罪。公安机关将于近期公开通 缉首批陈志犯罪集团骨干成员。 5. 广州出台建设先进制造业强市规划，提出加速培育人工智能、半导体与集成电路、新能源与新型储 能、低空经济与航空航天、生物制造等5个战略先导产业，前瞻布局具身智能等6个未来产业，大力发展 智能网联新能源汽车等6个新兴支柱产业。 1. A股窄幅整理，上证指数收跌0.07%报4082.98点，但仍录得连续15根阳线；深证成指跌0.51%，创业 板指跌0.82%，万得全A涨0.08%。市场 ...

撰文 | 温 莎 编辑 | 黄 大 路 设计 | 甄 尤 美 又一家明星智驾公司上桌了。 随着 L3级智驾商业化落地加速，国内智能驾驶供应商的竞争愈发白热化，多轮行业洗牌后，市场格局从"野蛮生长"的群雄逐鹿，逐步向"强者恒 强"的头部集中。 技术竞争上，高速场景基本破解，城市复杂路况的极致优化，算法精度、数据闭环效率成为核心壁垒， AI技术的快速更新更加剧了淘汰节奏，也 带来了新的机会，千里智驾在此时为颠覆而来。 2026年美国消费电子展（CES 2026）上，千里智驾与吉利共同宣布，面向全球市场发布全新辅助驾驶品牌——G-ASD（Geely Afari Smart Driving）。 .共探新营销，共创新可能 其中， "G"代表吉利，"ASD"代表千里智驾。G-ASD 是双方联合研发的高含模量智能辅助驾驶解决方案，将全面覆盖从 L2 到 L4 级别的智能驾驶 能力。 目前，该系统首版本已搭载于极氪、领克两大品牌旗下共 16款车型，覆盖车辆超30万辆，并计划在未来逐步在吉利汽车旗下更多车型上搭载。 "千里智驾的第一次大型OTA已经超过30万辆车，今年我们有信心超过 100 万辆车。"千里科技董事长印奇的新年愿 ...

1. 两大能源央企官宣重组。经报国务院批准，中国石油化工集团与中国航空油料集团实施重组。 两家企业重组后，将充分发挥炼化一体化、航油供应保 障体系等多方面优势，减少中间环节，降低供应成本，推动产业链高质量发展。 2. 房地产界颇具代表性的职业经理人郁亮，结束35年万科生涯。 万科A公告，因到龄退休，郁亮向董事会提请辞去公司董事、执行副总裁职务。万科董事 会将按照法定程序尽快完成董事补选工作。截至公告披露日，郁亮持有万科739.49万股股票，以1月8日收盘价计算，市值逾3600万元。 3. 黄金正式超越美国国债，三十年来首次成为全球规模最大的储备资产。 据世界黄金协会最新数据，若假设2025年底央行持有的黄金储备规模不变，以 年底价格计算，美国海外全球官方黄金储备价值已达3.93万亿美元，正式超越海外官方持有的美债规模，后者截至去年10月份的价值接近3.88万亿美元。 5. 汇丰控股与恒生银行联合公告，汇丰将恒生银行私有化的建议获恒生银行法院会议、恒生银行股东大会表决通过。 预期恒生银行股份将于1月27日16时 撤销上市地位。 1. 商务部举行例行新闻发布会，回应近期热点问题。对于Meta以20亿美元收购人工智 ...

The automaker, which expects to make an announcement within 24 to 36 months, could make the first major moves selling Chinese brands in the U.S. ...

Group 1 - The article predicts that Europe, Latin America, and Southeast Asia will continue to contribute significantly to the growth of new energy vehicle (NEV) penetration rates, with Europe expected to exceed previous forecasts due to the release of affordable models and the reintroduction of some subsidies [2][18] - In Southeast Asia, the NEV penetration rate is projected to reach 19% by 2026, driven by contributions from Chinese automakers and local firms like VinFast, despite tightening import incentives [2][18] - Latin America's NEV penetration is expected to increase to 5% by 2026, but the growth will be limited due to a focus on local industrial protection and tax adjustments rather than direct demand stimulation [3][18] Group 2 - The article outlines that the total market size accessible to Chinese automakers is approximately 27 million vehicles, with an export potential market of about 9.08 million vehicles [5][20] - The export market analysis indicates that the share of NEV exports in total exports is expected to rise to 42% by 2025, with BYD being a major contributor to this growth [5][20] - The methodology for assessing market entry potential includes filtering based on trade barriers, bilateral relations, and external uncertainties, leading to the exclusion of markets like North America, Japan, and India [6][22] Group 3 - The article discusses the competitive landscape for Chinese automakers, highlighting that regions like Oceania, the Middle East, Central Asia, and Africa are more favorable for vehicle exports due to less stringent regulatory environments [8][25] - It emphasizes the importance of local production and supply chain investments in Southeast Asia and Latin America, where local market conditions are evolving [8][25] - The analysis of company strategies reveals that BYD has developed a replicable global operation model, while Chery and Great Wall have adopted different approaches to expand their market presence [9][24][27] Group 4 - The article concludes that companies with a strong overseas presence and proven execution capabilities, such as BYD, Great Wall, and Chery, should be prioritized for investment [12][13] - It highlights the need for companies to adapt to local market conditions and regulatory frameworks to ensure sustainable growth in international markets [12][13] - The overall export volume for Chinese automakers is projected to increase significantly, with NEV exports expected to reach 362,000 units by 2026 [30][37]

"台州发布"微信公众号消息，1月8日下午，台州市人民政府与吉利控股集团签订战略合作框架协议。市 委书记沈铭权说，希望吉利集团进一步聚焦台州加大投资和产业布局力度，围绕将台州打造成为新能源 高端品牌汽车制造基地的目标，推进高端新能源车型落地，加快带动台州传统汽车零部件产业整体高端 化转型，共建具有区域影响力竞争力的新能源汽车产业生态；在台州进一步布局低空卫星产业链创新 链，共同打造国内一流的低空经济产业高地。 ...

在AI大模型、跨域融合、超拟人交互成为核心议题的当下，车企与供应链企业CES2026围绕"整车智能 进化"展开了新的技术博弈。头部车企携"AI整车大脑"登场，吉利汽车集团发布了其面向未来的核心技 术体系，包括智能座舱WAM模型、涵盖全域智能的AI 2.0架构，以及可实现高阶智能驾驶的千里浩瀚 G-ASD平台。长城汽车带去魏牌、坦克等品牌的多款全球战略车型及多款发动机，展示企业在整车智 能化与核心动力技术领域的硬核实力。 汽车供应商也强势入局CES。博世展出全新AI智能座舱平台与全球首发的第七代毫米波雷达至尊版，前 者可实现拟人化交互、自动寻位等功能；禾赛则携ETX超远距、FTX近距补盲两款激光雷达亮相，以紧 凑设计助力整车360°安全感知。 不可否认，从车企的全域AI技术体系升级，到供应链的AI感知、交互产品突破来看，未来汽车行业竞 争的核心正从硬件的堆砌，转向软件定义的、具备持续进化能力的整车智能体。AI大模型不再只是座 舱的语音助手，已经慢慢进化成为整车的"大脑"与"世界观"。 "域控制"升级"中央AI" 美国拉斯维加斯当地时间1月5日，吉利汽车集团宣布基于其首发的WAM世界行为模型，吉利全域AI技 术体 ...

贾浩楠 发自 副驾寺 智能车参考 | 公众号 AI4Auto 被李书福语重心长托付"未来全在你们身上"的AI天才印奇，交卷了： CES 2026，印奇和他治下的千里，刚刚在吉利汽车主场发布了最新辅助驾驶品牌——G-ASD： 叫辅助，但能力覆盖从L2到L4，背后一套大模型体系打通，各种标准、非标场景自由穿行： G就是吉利，ADS里的A就是千里。 但不是之前为外界熟知的千里科技，而是一个全新的公司实体千里智驾。 而这种不同的实体，也藏着力帆、吉利系、千里的自动驾驶版图： 一个业务从L2量产智能辅助驾驶，到Robotaxi再到具身智能的复杂庞大业务版图。 印奇主导、李书福全力支持，对标的就是马斯克的FSD。 G-ASD首秀了什么样的能力 G-ASD全称Geely Afari Smart Driving，其中，"G"代表吉利，"ASD"代表千里智驾。 当时印奇也上台演讲完成了车圈首秀，但G-ASD的内核已经从当时对标比亚迪"全民智驾"的产品方案，变成了吉利把握AI生产力革命浪潮、穿越周期最重 要的途径工具。 首先，是最最基础的智能辅助驾驶体验。 千里科技的技术路线选择，不纠结是纯视觉方案还是激光雷达，印奇认为这种浅表 ...