吉利控股集团：年销量首次突破400万辆 1月9日，吉利控股集团发布2025年总销量，2025年总销量首次突破400万年销量，达4,116,321辆，同比 增长26%；其中，新能源销量2,293,099辆，同比增长58%，新能源渗透率56%。 市场监管总局：将进一步加快新能源汽车、锂电池和光伏产业相关国家标准研制 市场监管总局标准技术司副司长朱美娜1月9日在市场监管总局专题发布会上介绍，下一步，市场监管总 局将进一步加快新能源汽车、锂电池和光伏产业相关国家标准研制。同时联合工业和信息化部，开展标 准现场宣贯会，推动行业准确把握标准内容，及时实施应用标准，推动标准尽快落地见效，以标准引领 带动"新三样"高质量发展。 乘联分会：2025年新能源乘用车国内零售销量达1280.9万辆，同比增长17.6% 乘联分会数据显示，12月新能源乘用车市场零售133.7万辆，同比增长2.6%，环比增长1.2%；1-12月累 计零售1,280.9万辆，增长17.6%。12月常规燃油乘用车零售92万辆，同比下降30%，环比增长2%；1-12 月累计零售1,094万辆，下降9%。 1月9日，据工业和信息化部最新一批《道路机动车辆生产企业 ...

Group 1 - The 2026 International Consumer Electronics Show (CES) in Las Vegas showcased over 4,500 international tech companies, focusing on the theme "Smarter AI for All" [2] - Chinese companies demonstrated significant advancements in humanoid robots and AI integration, with many products ready for immediate purchase and use [5][10] - The presence of Chinese firms in the humanoid robot sector exceeded half of the total exhibitors, indicating a strong competitive stance against Korean and American companies [5][11] Group 2 - Chinese humanoid robot companies are evolving from hardware-centric approaches to a focus on modular design and service solutions for international markets [7] - The competition in the humanoid robot industry is shifting towards the ability to produce scalable, deployable, and maintainable systems that meet safety and compliance standards [9] - Chinese brands are increasingly recognized for their engineering efficiency and cost advantages, enhancing their acceptance in international markets [9] Group 3 - The automotive sector, represented by companies like Geely, highlighted the integration of AI in smart cabins and autonomous driving systems, attracting significant attention from international audiences [11][12] - The CES showcased a variety of AI products, from smart home devices to emotional companion toys, indicating a growing market for AI in everyday life [12][15] - The potential for AI to transform daily living is emphasized, with expectations for AI to become an integral part of household management and personal assistance in the near future [18][21]

Core Insights - The Chinese automotive market in 2025 shows a stable total volume with a differentiated structure, indicating a new competitive norm where traditional automakers maintain dominance while new players face varied growth trajectories [3][4][5] Traditional Automakers - SAIC Group sold 4.507 million vehicles in 2025, a 12.3% increase year-on-year, with a retail volume of 4.67 million, maintaining its industry leadership [3] - Geely Automobile achieved sales of over 3.02 million vehicles in 2025, exceeding its targets and setting a 2026 goal of 3.45 million vehicles, reflecting strong growth momentum [4] - Chery Group sold 2.806 million vehicles, including 1.344 million exports, leading in Chinese passenger car exports for 23 consecutive years, with its new energy segment growing by 54.9% year-on-year [4] New Energy Vehicle Players - Leap Motor emerged as a significant player with 596,600 deliveries in 2025, marking a 103% year-on-year increase and becoming the top seller among new forces [2][4] - NIO is gradually recovering from a downturn, with a milestone of producing its one-millionth vehicle expected in early 2026, despite reporting a cumulative loss of nearly 15.7 billion yuan in the first three quarters of 2025 [2][5] - The competitive landscape for new energy vehicles is marked by a stark contrast, with some players struggling while others, like Lantu and Avita, show steady growth backed by traditional automakers [4][5] Strategic Shifts - The industry is shifting from product-centric competition to a focus on ecosystem collaboration and technological innovation, as companies aim to build resilient and innovative ecosystems [5][7] - SAIC Group emphasizes a dual strategy of technological innovation and ecosystem cooperation, launching over 20 competitive new products and collaborating with partners like Huawei and OPPO [6][8] - Companies are setting ambitious goals for 2026, with a focus on advanced technologies such as solid-state batteries, AI, and global expansion, indicating a move towards a more integrated and strategic approach to competition [8][9]

Core Viewpoint - Geely is celebrating its 40th anniversary in 2026, marking its evolution from a small parts manufacturer to a global automotive giant, with a focus on smart electrification and high-quality development in the face of industry transformation and competition [1][18]. Group 1: Sales and Growth - In 2025, Geely's annual sales surpassed 4.11 million units, with a 58% increase in new energy vehicle sales, achieving a penetration rate of 56% [1]. - The company has maintained five consecutive years of rapid growth, indicating a dual breakthrough in scale and quality [1]. Group 2: Strategic Initiatives - Geely's 2024 "Taizhou Declaration" outlines five strategic pillars to guide its development, emphasizing internal integration and operational efficiency [4]. - The company aims to enhance its core competitiveness by streamlining operations, clarifying brand positioning, and reducing redundant investments [4]. Group 3: Technological Advancements - Geely has launched the "Smart Car Full-Field AI" technology system, integrating various AI-driven features into its vehicles, including the FlymeAuto smart cockpit and advanced driver assistance systems [8][10]. - The company has achieved a 47.26% thermal efficiency in its hybrid engine through AI simulation, significantly reducing the R&D cycle by 30% [5]. Group 4: Brand Positioning - Geely has established a clear brand matrix with three main brands targeting mainstream, mid-to-high-end, and luxury segments, successfully elevating its brand value [7]. - The launch of the "9 series" products has positioned Geely in the high-end market, with the Zeekr 9X SUV priced above 500,000 yuan, demonstrating strong market demand [7]. Group 5: Global Expansion - Geely is pursuing a global strategy that emphasizes collaboration and resource integration, as seen in its joint venture with Renault in Brazil to promote new energy technologies [16]. - The company has shifted from a product-focused export model to an ecosystem-based approach, integrating technology, supply chains, and branding for international markets [17]. Group 6: Safety and Innovation - Geely has established a global safety center, launching the "Full-Field Safety 2.0" system that expands safety considerations to a comprehensive ecosystem perspective [13]. - The company is positioning itself as a leader in automotive safety technology, enhancing its global influence in this area [13].

吉利汽车回购明细 | 日期 | 回购股数 （万股） | 回购最高价 （港元） | 回购最低价 （港元） | 回购金额 （万港元） | | --- | --- | --- | --- | --- | | 2026.01.09 | 154.70 | 17.250 | 17.170 | 2662.29 | | 2026.01.08 | 392.50 | 17.380 | 17.170 | 6762.08 | | 2026.01.07 | 338.80 | 17.650 | 17.380 | 5915.60 | | 2026.01.06 | 42.30 | 17.810 | 17.570 | 749.94 | | 2026.01.05 | 342.00 | 17.900 | 17.520 | 6031.47 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （原标题：吉利汽车(00175.HK)连续5日回购，累计斥资2.21亿港元） 证券时报•数据宝统计，吉利汽车在港交所公告显示，1月9日以每股17.170港元至17.250港元的价格回购 154.70万股，回购金额达2662.29万港元。该股当日收盘 ...

Core Insights - The solid-state battery industry is experiencing renewed interest from investors due to clear profitability and order visibility in the supply chain, with a significant focus on achieving mass production by 2027 [2][3][6] - Major automotive companies are targeting 2027 for the application of solid-state batteries in vehicles, with many planning to complete product development or testing by 2026 [4][5] Industry Developments - Companies like Tian Shi Ke Feng have begun to engage with potential investors after overcoming initial funding challenges, with plans to expand production capacity significantly in 2026 [2] - The Ministry of Industry and Information Technology has identified solid-state batteries as a key area for development, aiming to establish 3-5 leading companies by 2027 [3] Technical Challenges - The path to mass production of solid-state batteries is fraught with challenges, including material technology discrepancies and shortages in core equipment [6][8] - The industry is divided on material technology routes, with significant competition between oxide and sulfide electrolytes, each having distinct advantages and challenges [10][12] Material Innovations - Solid-state batteries are recognized for their high energy density and intrinsic safety, making them suitable for various applications, although their cost-effectiveness in electric vehicles remains a concern [7][8] - The development of silicon-carbon and lithium metal anodes is ongoing, with companies reporting progress in small-scale trials [9][10] Equipment and Production - The lack of mature mass production equipment poses a significant barrier, with many companies resorting to self-developed solutions to meet production demands [14][19] - The production process for solid-state batteries requires high precision and specialized equipment, which increases costs and complicates the manufacturing process [20][21] Market Dynamics - The solid-state battery supply chain is characterized by a collaborative approach among suppliers and manufacturers, with a focus on meeting evolving technical requirements from cell manufacturers [23][24] - The competitive landscape is marked by a "race" among cell manufacturers to explore various material suppliers, emphasizing the need for continuous innovation and adaptation [24]

文 | 数读智车老牛 编辑 | 金 晓 2020年，比亚迪卖了42.6万台车，放到2025年，要排到小鹏之后。 短短5年，比亚迪的销量猛增到454.5万台，复合增长率高达60%。 可即便如此快速的增长，比亚迪仍然迎来了最具焦虑感的一年，不但没能完成业绩指标，还被吉利、上汽、奇瑞、长安等车企疯狂追赶。 这是2025年的一个真实写照，在激荡的竞争中，中国车企正在完成走向全球前的最后积累。 12月短暂回调 政策鼓励还在延续。临近年末，多地仍然在追加汽车销售的补贴，广东、江苏、浙江、湖北、安徽、四川、山东等地进行了消费补贴，总金额超11亿元。 不过，经过长时间的狂奔，12月车企销量进入到短暂的盘整期。 | | 12月 | 合计 | 环比 | 同比 | | --- | --- | --- | --- | --- | | 比亚迪 | 414784 | 4545423 | -13% | -19.4% | | 吉利新能源 | 154264 | 1687767 | -18% | 39% | | 上汽新能源 | 143848 | 1642785 | -31% | -7% | | 特斯拉 | | 1636100 | | | | 长 ...

Group 1 - The 2025 China Brand Person Annual Conference will be held from December 28 to 30 in Shenzhen, focusing on the theme "Who Earns Respect for China" [1][10] - The event will include a series of activities such as an opening ceremony, main forum, honor ceremony, and closed-door discussions to review the history of Chinese brand development and explore new trends and opportunities in brand building [1][10] Group 2 - The "Top Brand 2025 China Brand Person 500" list was released by Lv Dapeng, Vice President of the China Public Relations Association, highlighting the overall characteristics and industry trends of the listed individuals [10][12] - This list has been publicly released for the seventh consecutive year, continuously recording and promoting the growth and influence of Chinese brand figures [10][12] Group 3 - The top three individuals in the 2025 China Brand Person 500 are Ren Zhengfei, Liu Qiangdong, and Yu Chengdong, with Dong Mingzhu, He Xiaopeng, Li Shufu, Wang Chuanfu, Jack Ma, Liang Wenfeng, and Wang Ning following in positions 4 to 10 [3][12] - The selection process involved analyzing over 5,000 influential brand figures based on criteria such as industry authority, social influence, sense of social responsibility, public image, and attention [3][12]

相关事件 吉利汽车(00175.HK)1月9日耗资2662.3万港元回购154.7万股 吉利汽车(00175.HK)1月8日耗资6762.08万 港元回购392.5万股 格隆汇1月9日丨吉利汽车(00175.HK)发布公告，2026年1月9日耗资2662.3万港元回购154.7万股，回购价 格每股17.17-17.25港元。 ...

吉利汽车(00175)发布公告，于2026年1月9日，该公司斥资2662.29万港元回购154.7万股股份，每股回购 价格为17.17-17.25港元;因集团雇员根据认股权计划(于2023年4月28日获采纳)行使认股权而发行3.3万股 普通股股份。 ...