中国车企出海更有利了！德国、加拿大开启政策"绿灯"。 这些政策将为中国汽车出海提供更为有利的外部条件。 车东西1月20日消息，最近一周，中国新能源汽车全球化迎来重大利好。 01.中国车企出海重大利好！德国加拿大开启"政策绿灯" 彭博社日前报道称，德国政府宣布，对新购入电动汽车的家庭提供最高可达6000欧元（约合人民币4.9万元）的补贴，该补贴计划总规模为30 亿欧元（约合人民币245亿元），预计可为最多80万辆电动汽车提供支持。 日前，彭博社报道称，德国政府为提振汽车销量，推出了一项价值30亿欧元（约合人民币245亿元）的电动汽车补贴计划，该计划将向所有汽 车制造商开放，包括中国品牌。 并且值得注意的是，该补贴计划将向所有汽车制造商开放，包括中国品牌。 不仅德国官宣了对中国电动汽车的支持政策，加拿大的关税政策也有所调整。 加拿大总理卡尼确认，将取消对中国电动汽车加征的100%关税，并将给予中国电动汽车每年4.9万辆的配额，配额内关税享受6.1%的最惠国关 税待遇。 彭博社报道德国推出电动汽车补贴计划 这项激励措施旨在推动电动汽车普及，并扶持在原补贴政策于2023年底结束后需求大幅下滑的汽车行业。 德国联邦环境 ...

Group 1 - The core point of the article is that Dongfeng Motor Corporation has obtained a patent for a negative electrode sheet and its preparation method, indicating a focus on innovation in battery technology [1] - The patent was granted with the announcement number CN119419227B and the application date is September 2024 [1] - Dongfeng Motor Corporation was established in 2001 and is located in Wuhan, primarily engaged in the automotive manufacturing industry [1] Group 2 - The registered capital of Dongfeng Motor Corporation is 858,937,000 RMB [1] - The company has made investments in 44 enterprises and has participated in 5,000 bidding projects [1] - Dongfeng Motor Corporation holds 5,000 patent records and has 156 administrative licenses [1]

Investment Rating - The report maintains a positive outlook for the automotive industry, expecting a rebound in vehicle sales in Q1 and focusing on investments in intelligent driving, robotics, and liquid cooling technologies [3]. Core Insights - The automotive sector is experiencing significant dynamics, including sales, pricing, exports, and robotics developments [2]. - The report highlights that January's early sales data shows a substantial year-on-year decline, primarily due to subsidy reductions and rising vehicle prices, leading to consumer hesitation [5]. - The report anticipates that the pressure on vehicle prices will be managed through strict enforcement of anti-competitive practices, aiming to stabilize prices and profit margins [5]. - The export market is expected to grow rapidly, supported by agreements that lower trade barriers for electric vehicles, enhancing profitability for manufacturers and dealers [5]. - The robotics sector is gaining traction, with the Optimus V3 generating market excitement and expectations for product launches [5]. Data Tracking - In early January, the average discount rate remained stable, with a 9.6% increase year-on-year, and the average discount amount reached 22,259 yuan, up by 2,192 yuan year-on-year [4]. - December's wholesale vehicle sales were reported at 2.85 million units, reflecting a year-on-year decline of 8.7% and a month-on-month decline of 6.3% [4]. - Notable sales performance in December included significant year-on-year growth for new energy vehicle manufacturers like NIO and Li Auto, while traditional automakers like SAIC and Changan showed mixed results [6]. Industry News - The report discusses various industry developments, including the price commitments for electric vehicles between China and Europe, which aim to facilitate trade [27]. - The Ministry of Industry and Information Technology is focusing on enhancing the competitiveness of the new energy vehicle sector and regulating market practices to prevent price wars [27]. - Recent data indicates a significant drop in retail sales of passenger vehicles in early January, with a 32% year-on-year decline [27]. Market Performance - The automotive sector saw a weekly increase of 0.71%, ranking 8th out of 29 sectors, while the overall market indices showed mixed results [10].

天眼查资料显示，东风汽车集团股份有限公司，成立于2001年，位于武汉市，是一家以从事汽车制造业 为主的企业。企业注册资本858937万人民币。通过天眼查大数据分析，东风汽车集团股份有限公司共对 外投资了44家企业，参与招投标项目5000次，专利信息5000条，此外企业还拥有行政许可156个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，东风汽车集团股份有限公司申请一项名为"一种增压发动机增压中冷的冷却 系统和方法"的专利，公开号CN121322180A，申请日期为2025年11月。 专利摘要显示，本申请涉及一种增压发动机增压中冷的冷却系统和方法，涉及汽车冷却系统技术领域。 本申请的冷却系统包括增压中冷器冷却回路，其包括依次连接的第一水泵、第一冷交换器chiller、增压 中冷器和中冷散热器；第一水泵的进液口与所述中冷散热器的出口连接；空调冷媒连接管路，其与空调 冷却回路并联；所述空调冷媒连接管路与所述第一冷交换器chiller冷交换连接。该系统突破了传统中冷 散热器受限于环境温度的限制，使冷却液温度可低于环境温度，从而有效解决高环境温度、 ...

Core Insights - The automotive market in 2026 is characterized by significant differentiation in sales targets among major car manufacturers, with a total target exceeding 21.55 million units, approximately 63% of the 2025 domestic sales volume [1] - Traditional automakers are focusing on stable growth rates of 10% to 30%, while new entrants and cross-industry brands are setting aggressive targets of 34% to 67.5%, indicating a strong push for market share [1] Summary by Company - **Geely**: Set a sales target of 3.45 million units for 2026, a 14% increase from 2025, with a focus on 2.22 million units of new energy vehicles (NEVs), achieving a penetration rate of 64.3% [1] - **Chery**: Aims for 3.2 million units, a 14.03% increase from 2025's 2.81 million units, with plans to launch 17 key models [2] - **Dongfeng Group**: Targets 3.25 million units, a 30% increase from 2025, with 1.7 million NEVs and 600,000 units for export [2] - **Great Wall Motors**: Sets a more conservative target of 1.8 million units, a 36% increase from 2025's 1.32 million units [2] - **Leap Motor**: Aims for 1 million units, a 67.5% increase from 2025's 596,600 units, leveraging core technology and a competitive parts system [2] - **Xiaomi**: Targets 550,000 units, a 34% increase from 2025's 410,000 units, emphasizing a stable expansion strategy [3] - **NIO**: Plans for a sales range of 456,000 to 489,000 units, maintaining a growth rate of 40% to 50% [3] - **GAC Toyota**: Sets a conservative target of 800,000 units, a 3.6% increase from 2025 [3] - **SAIC Volkswagen**: Aims for 1 million units, maintaining 2025 levels, with plans for 7 new NEV models [3] Market Dynamics - The automotive industry is shifting from incremental expansion to competition within existing market shares, with varying growth rates reflecting companies' strategies and market conditions [4] - Traditional automakers are generally targeting growth rates between 13% and 30%, with NEV sales growth rates significantly higher, indicating a consensus on NEVs as the main growth driver [4] - New energy vehicle sales targets are notably higher than overall sales targets, with Geely and Changan targeting 32% and 26.2% growth rates respectively [4] Strategic Considerations - The high growth targets set by new entrants are driven by the need for scale to improve cash flow and profitability, but achieving these targets will require strong organizational capabilities [5] - Key factors influencing the achievement of sales targets include the rollout of new energy products, success in overseas markets, and the overall capability of the companies [6] - The industry is expected to see a 4.3% growth in exports, with companies like BYD targeting 1.5 to 1.6 million units for overseas sales [6]

Core Insights - The automotive market in 2026 is characterized by significant differentiation in sales targets among major car manufacturers, with a total target exceeding 21.55 million units, approximately 63% of the 2025 domestic sales volume [1] - Traditional automakers are focusing on stable growth rates of 10% to 30%, while new entrants and cross-industry brands are setting aggressive targets ranging from 34% to 67.5%, indicating a strong push for market share [1] Summary by Company - Geely aims for a sales target of 3.45 million units in 2026, a 14% increase from 2025, with a focus on 2.22 million units of new energy vehicles, achieving a penetration rate of 64.3% [1] - Chery targets 3.2 million units, a 14.03% increase from 2025, with plans to launch 17 key models focusing on electrification and intelligence [2] - Dongfeng Group sets an ambitious target of 3.25 million units, a 30% increase from 2025, with a focus on 1.7 million new energy vehicles and 600,000 exports [2] - Great Wall Motors adopts a more cautious approach with a target of 1.8 million units, reflecting a 36% increase from 2025 [2] - Leap Motor aims for 1 million units, a 67.5% increase, building on a strong 2025 performance of 596,600 units [2] - Xiaomi targets 550,000 units, a 34% increase, emphasizing a production strategy driven by orders [3] - NIO sets a sales target range of 456,000 to 489,000 units, maintaining a growth rate of 40% to 50% [3] - GAC Toyota's target is 800,000 units, a modest 3.6% increase, while SAIC Volkswagen aims for 1 million units, maintaining its 2025 target [3] Market Dynamics - The differentiation in sales targets reflects a shift from incremental expansion to competition within existing market shares, with the difficulty of achieving these targets closely tied to each company's base, product layout, and systemic capabilities [4] - Traditional automakers are generally targeting growth rates between 13% and 30%, with a notable emphasis on new energy vehicle sales growth, which is significantly higher than overall growth targets [4] - New energy vehicles are recognized as the main growth engine, with companies like Geely and Changan setting ambitious growth targets for their new energy vehicle sales [4] - The aggressive targets set by new entrants are seen as a response to the need for scale, cash flow improvement, and valuation support, although they face challenges in converting scale into systemic strength [5] Key Factors for Target Achievement - The success of sales targets hinges on three main dimensions: the rollout of new energy products, effectiveness in overseas market expansion, and the overall systemic support capabilities of the companies [5] - Companies like Geely and Changan are expected to achieve their targets due to stable completion rates and robust channel layouts, while some joint venture brands may face risks of market share erosion despite conservative targets [5]

近日，东风汽车集团在智能网联领域的布局迎来调整。 工商信息显示，东风集团旗下智能移动出行解决方案提供商东风悦享科技有限公司(下称"东风悦享")近 期完成重大工商变动，注册资本由约7930万元增至约3.8亿元，增幅达378%。 成立于2020年12月的东风悦享，脱胎于东风汽车集团技术中心，核心业务覆盖L4级自动驾驶、无人物 流车、智慧园区运营等领域，其推出的"Sharing-VAN"系列无人小巴已在武汉、青岛等地落地示范项 目。 资本加注的同时，人事架构同步升级，唐竞卸任董事长，由展新接任，原总经理郑卿卿调任董事一职。 这场"掌门人"的替换发生在东风集团向"科技企业"转型的关键窗口期，业内人士认为这是东风要将智驾 的"雏田"加速发展成战略级科技平台的关键信号。 公开资料显示，展新长期深耕东风体系，早期任职于东风柳汽商用车技术中心，从副主任逐步升任主 任，积累了技术研发相关经验。2024年3月，他升任东风柳汽副总经理，2025年10月其再添东风汽车集 团研发总院副院长一职。他的上任释放出东风悦享将更紧密地与集团研发体系进行协同发展。 卸任董事长的唐竞，同样拥有扎实的东风体系履历。他从东风柳汽研发岗位起步，历任乘用 ...

据《中国经营报》记者了解，岚图汽车赴港上市计划始于2025年8月22日。彼时，东风集团股份公告 称，子公司岚图汽车将以介绍上市方式登陆港股，东风集团股份同步完成私有化退市。本次交易采 用"股权分派 + 吸收合并"的组合模式，两大核心环节互为前提、同步推进。在第一环节，东风集团股份 将其持有的岚图汽车79.67%股权按持股比例向全体股东分派，随后岚图汽车以介绍上市方式登陆香港 联交所。在第二环节，东风汽车全资子公司东风汽车集团（武汉）投资有限公司作为吸并主体，向东风 集团股份的控股股东东风汽车支付股权对价，向其他小股东支付现金对价，实现对东风集团股份的 100%控制。中经记者 张家振 武汉报道 【岚图汽车赴港上市获批 东风集团股份将私有化退市】在经过不足5个月的"短跑"后，岚图汽车科技股 份有限公司（以下简称"岚图汽车"）赴港上市计划已获批，即将叩开港股资本市场的大门。 2026年1月13日，东风汽车集团股份有限公司（以下简称"东风集团股份"，00489.HK）发布公告称，通 过吸收合并方式将东风集团股份私有化、东风集团分派岚图汽车股份及撤销集团上市地位的建议，已获 得国家发展改革委、商务部及国家外汇管理局的批 ...

据《中国经营报》记者了解，岚图汽车赴港上市计划始于2025年8月22日。彼时，东风集团股份公告 称，子公司岚图汽车将以介绍上市方式登陆港股，东风集团股份同步完成私有化退市。本次交易采 用"股权分派 + 吸收合并"的组合模式，两大核心环节互为前提、同步推进。在第一环节，东风集团股份 将其持有的岚图汽车79.67%股权按持股比例向全体股东分派，随后岚图汽车以介绍上市方式登陆香港 联交所。在第二环节，东风汽车全资子公司东风汽车集团（武汉）投资有限公司作为吸并主体，向东风 集团股份的控股股东东风汽车支付股权对价，向其他小股东支付现金对价，实现对东风集团股份的 100%控制。 同年9月15日，岚图汽车发生工商变更，企业名称由"岚图汽车科技有限公司"变更为"岚图汽车科技股份 有限公司"，企业类型由"其他有限责任公司"变更为"其他股份有限公司（非上市）"。9月22日，卢放出 任岚图汽车董事长、总经理。10月2日，岚图汽车正式向香港联交所递交上市申请，拟以介绍上市方式 登陆香港资本市场，中金公司为其独家保荐人。 东风集团股份在公告中称，上述事项尚需取得中国证监会国际合作司对介绍上市的备案、联交所对介绍 上市的原则性批准及介绍 ...

根据此前公告，东风集团股份子公司岚图汽车将以介绍上市方式登陆港股，东风集团股份将同步完成私 有化退市。 值得一提的是，一天前，东风汽车集团还发布2025年12月以及2025年全年销量数据。其中，岚图汽车 2025年全年累计销量为15.02万辆，同比增长87.44%。截至目前，岚图汽车旗下已布局岚图FREE、岚图 梦想家、岚图追光、岚图知音、岚图泰山等车型。 长江商报消息 岚图汽车赴港上市又近一步。 1月13日，东风集团股份（00489.HK）发布公告，东风汽车集团（武汉）投资有限公司（下称"东风武 汉公司"）通过吸收合并的方式将东风集团股份私有化一事，已获得国家发展改革委、商务部及国家外 汇管理局的批准、备案或登记，以及与合并相关的其他适用政府批准。这意味着东风集团股份的私有化 合并与岚图汽车的上市又迈出了实质性一步。 2025年卖出超15万辆岚图汽车 东风集团股份即将退市 1月13日，东风集团股份联合东风汽车集团有限公司（简称"东风汽车集团"）、东风武汉公司发布公 告，东风武汉公司通过吸收合并方式将东风集团股份私有化、东风集团分派岚图股份及撤销集团上市地 位的建议，已获得国家发改委、商务部及国家外汇管理局的 ...