（原标题：2025年韩电动车电池全球市占率下降7.4%） 据韩国《iNews24》2月6日报道, 韩新能源产业研究机构SNE Research日前发布《2025年全球电动车电池市场研究报告》显示，2025年除中国 外的全球电动车电池装机总容量达463.3GWh，同比增长26%。从市场占有率来看，韩国企业占据36.3%的市场，较2024年下降7.4个百分点。其 中，LG新能源、SK On和三星SDI市占率排名分别为第2、3、6位。主要竞争对手有宁德时代、松下和比亚迪，排名分别为第1、4和5位。 该机构分析，中国电池厂商凭借成本优势持续扩大海外份额，韩国企业需通过高镍电池、固态电池等技术升级维持竞争力。 ...

Group 1 - The automotive market in China is expected to maintain strong growth in 2025, driven by government policies promoting consumption, with significant recovery in both truck and bus markets [1] - In January 2026, the commercial vehicle market is anticipated to experience structural growth due to equipment upgrade subsidies, particularly in the electrification of logistics and transportation [1][4] - The overall automotive sales in 2025 are projected to reach 34.392 million units, with a cumulative growth rate of 9%, while January 2026 saw a decline of 4% year-on-year in total automotive sales [6][21] Group 2 - The differentiation between passenger and commercial vehicles has become more pronounced in recent years, with passenger vehicle consumption improving and commercial vehicle sales weakening [4][11] - In January 2026, the sales of new energy passenger vehicles totaled 870,000 units, reflecting a 2% year-on-year decline, influenced by policy adjustments and market pressures [21] - The competitive landscape among traditional fuel passenger vehicle manufacturers is shifting, with domestic brands gaining strength against joint ventures, particularly in the context of declining sales for traditional fuel vehicles [27] Group 3 - The truck market is showing robust growth, with January 2026 sales reaching 320,000 units, marking a 28% year-on-year increase, indicating a strong demand for logistics and transportation solutions [34][36] - The bus market is expected to remain stable, with head manufacturers performing well, primarily driven by demand for light and micro commercial vehicles [30][32] - The overall automotive industry is experiencing significant differentiation in growth rates among manufacturers, with private enterprises increasingly replacing state-owned enterprises as industry leaders [11][18]

Core Viewpoint - The article discusses the public announcement of the candidates for the 2026 annual energy storage system framework procurement by China General Nuclear Power Group (CGN) [3]. Group 1: Procurement Details - The procurement involves six segments, each with a capacity of 1.2 GWh, totaling 7.2 GWh [4]. - The bidding price range for the six segments is between 0.491 yuan/Wh and 0.52995 yuan/Wh [5]. - The first candidates for each segment and their respective prices are as follows: - Segment 1: Envision Energy Co., Ltd. at 0.495 yuan/Wh - Segment 2: BYD Auto Industry Co., Ltd. at 0.507 yuan/Wh - Segment 3: CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. at 0.491 yuan/Wh - Segment 4: Nanjing NARI Group at 0.52995 yuan/Wh - Segment 5: Beijing Tiancheng Tongchuang Electric Co., Ltd. at 0.52265 yuan/Wh - Segment 6: Shenzhen Kelu Electronics Technology Co., Ltd. at 0.515 yuan/Wh [5][6]. Group 2: Bidder Requirements - Bidders must participate in all six segments and cannot have different quotes for the same model and technical requirements across different segments; otherwise, their bids will be disqualified [7]. - Bidders must meet performance requirements for both grid-connected and off-grid energy storage equipment [8]. - Specific performance requirements include: - For off-grid equipment: at least 50 MWh operational performance over the last three years, with battery units having at least 500 MWh operational performance, and energy storage inverters with at least 20 MW operational performance. - For grid-connected equipment: at least 1 GWh operational performance over the last three years, with at least one project having 200 MWh operational performance, and similar battery and inverter requirements as above [9]. Group 3: Contract Validity - The framework contract is valid from January 2026 to January 2027 [10].

Core Insights - The article emphasizes the importance of practical learning experiences in cutting-edge technology sectors, highlighting the value of direct engagement with leading companies and experts in the field [12][24][46]. Schedule Overview - The schedule for 2025 includes visits to major technology companies such as Huawei, BYD, Tencent, and others, focusing on sectors like artificial intelligence, new energy, and biotechnology [23][24][61]. - Specific events are planned, including closed-door investment research meetings and thematic explorations of emerging industries [8][9][10]. Learning Experience - Participants will engage in deep explorations of technology companies, gaining insights into the full chain of development from laboratory to industrialization [12][24]. - The program aims to provide practical empowerment through discussions on technology trends, emerging industry ecosystems, and innovative business strategies [12][24]. Participant Feedback - Feedback from participants indicates that the program significantly enhances their understanding of macroeconomic trends and investment opportunities, fostering a community of like-minded entrepreneurs [41][46][47]. - Participants express appreciation for the unique learning environment that combines theoretical knowledge with real-world applications [46][47].

然而更魔幻的是，这份名单刚提交给《联邦公报》准备公示， 短短时间内就被官方紧急撤回 ，全程没有给出 任何理由，五角大楼对此拒绝置评。 该清单虽非直接制裁，但会禁止美国国防部与名单内企业开展合作。 前脚刚拉黑，后脚就撤销 ， 动作仓促、 逻辑混乱，更像是一场 目的性极强的政治试探 。 外界普遍认为，此举是为特朗普两个月后访华提前造势施压，结果发现操作太草率，只能紧急 "撤回止损"。 2 月 14 日，美国五角大楼上演了一出让全世界哭笑不得的 光速变脸 。 美方先是突然发布新版 "中国军方企业清单"，将 阿里巴巴、比亚迪、百度、药明康德、速腾聚创 等多家中国 企业列入，同时将长江存储从名单中剔除。 (参考：thenationalnews ) ...

Group 1 - BYD and Geely are reportedly shortlisted for the acquisition of the Nissan-Mercedes-Benz factory in Mexico [1] - The factory, located in Guanajuato, Mexico, primarily produces the Mercedes GLB and Nissan Sentra models, and has established production qualifications and supply chain support [1] - The strategic location of the factory allows it to serve both North and South American markets, which is a key factor attracting Chinese automakers [1] Group 2 - The acquisition interest comes amid increased layoffs and factory shutdowns in Mexico due to U.S. tariff policies [1] - Chinese companies are actively seeking to establish manufacturing bases in Mexico as part of their expansion strategy [1]

近期事件 经济观察网 比亚迪股份（1211.HK）近期股价表现强劲，截至2026年2月13日，股价连续5个交易日上 涨，重回100港元以上，总市值约9035亿港元。资金流向方面，2月11日A股比亚迪（002594.SZ）主力 资金净流入2.47亿元，股价上涨2.04%至92.66元/股。2026年1月公司销量为21万辆，其中海外销量达10 万辆，同比增长51.5%，占总销量比重提升至48%，但国内销量承压，同比下滑30.1%。 机构观点 花旗银行于2026年2月11日发布报告，予以比亚迪"买入"评级，目标价174港元，指出未来关键变量是2 月底至3月初的新产品定价策略。长江证券在2月12日的研报中维持"买入"评级，认为随着海外扩张和高 端车型投放，公司盈利能力有望提升。深度研报分析显示，比亚迪凭借垂直整合与全球化布局，2026年 海外销量目标为160万辆，技术迭代（如e平台3.0）将巩固竞争优势。 比亚迪于2026年2月14日发布宋Ultra EV，配备710km续航与L2+智能驾驶，起售价25万元，旨在强化中 高端纯电SUV市场竞争力。行业层面，春节假期新能源车充电量创新高，单日峰值超3400万千瓦时，充 ...

Core Insights - Dyson's acquisition of Sakti3 highlights the strategic importance of solid-state battery technology in the future of electric vehicles, despite initial skepticism about the relevance of a household appliance company in the battery sector [2][5][6] - The solid-state battery industry is characterized by dramatic developments and ongoing challenges, particularly in terms of cost, production, and technological breakthroughs [10][11][38] Investment and Development - Dyson invested at least £500 million in electric vehicle projects over four years, including the acquisition of Sakti3 for over $90 million and approximately £200 million for a research center [6][7] - Despite halting its car manufacturing project in 2019 due to significant losses, Dyson's solid-state battery research has continued, albeit with limited public progress [7][8] Industry Challenges - Solid-state batteries face significant hurdles, including high manufacturing costs (3-5 times that of traditional lithium batteries) and the need for specialized production environments [38][109] - The industry is currently lacking standardization, with various companies pursuing different technological routes without a unified framework [110] Technological Advantages - Solid-state batteries offer several advantages over traditional lithium batteries, including higher energy density (theoretical limits of 400-600 Wh/kg), improved safety, longer cycle life, and wider operational temperature ranges [14][25][33][105] - The transition from liquid to solid-state technology is expected to drive significant changes across the entire supply chain, creating new opportunities [90] Market Outlook - The consensus in the industry is that 2027 will be a critical year for the commercialization of solid-state batteries, with major players like BYD and CATL planning to initiate small-scale production around this time [22][69] - The solid-state battery market is projected to grow significantly, with expectations of reaching energy densities above 500 Wh/kg, alleviating concerns about range anxiety for electric vehicles [28][98] Competitive Landscape - Major companies like CATL, BYD, and Toyota are actively engaged in solid-state battery development, each with distinct strategies and timelines for production [63][64][72] - The competition among these firms is expected to shape the future of the solid-state battery market, with each company leveraging its strengths in technology and production capabilities [63][66]

Core Viewpoint - The domestic narrow passenger car market in China experienced a retail sales decline of 13.9% year-on-year in January 2026, with sales reaching 1.544 million units, attributed to the end of the 12-year new energy vehicle purchase tax exemption policy, leading to a temporary dip in demand [2][4]. Sales Data Summary Wholesale Sales Rankings (January 2026) - Geely Automobile led with 270,167 units sold, a 1.3% increase, capturing 13.7% market share - BYD Automobile followed with 205,518 units, down 30.7%, holding 10.4% market share - Chery Automobile sold 193,969 units, down 12.0%, with a 9.8% market share - Volkswagen sold 128,001 units, down 1.7%, with a 6.5% market share - SAIC Passenger Vehicle sales increased by 53.6% to 77,421 units, capturing 3.9% market share [6]. Retail Sales Rankings (January 2026) - Geely Automobile again led with 209,661 units sold, down 12.6%, holding 13.6% market share - Volkswagen sold 132,300 units, down 3.5%, with an 8.6% market share - BYD's retail sales dropped significantly by 53.0% to 94,176 units, capturing 6.1% market share - SAIC Volkswagen sold 89,600 units, down 9.3%, with a 5.8% market share - Changan Automobile's sales decreased by 33.5% to 81,074 units, holding 5.2% market share [7]. New Energy Vehicle (NEV) Wholesale Sales Rankings (January 2026) - BYD led NEV sales with 205,518 units, down 30.7%, capturing 23.8% market share - Geely followed with 124,252 units, up 2.6%, holding 14.4% market share - Tesla China sold 69,129 units, up 9.3%, with an 8.0% market share - Chery sold 46,802 units, down 14.9%, with a 5.4% market share - SAIC Passenger Vehicle saw a significant increase of 576.9% to 28,179 units, capturing 3.3% market share [9]. New Energy Vehicle (NEV) Retail Sales Rankings (January 2026) - BYD again led with 94,176 units sold, down 53.0%, holding 15.8% market share - Geely sold 92,135 units, down 21.6%, with a 15.5% market share - Hongmeng Zhixing saw a significant increase of 65.5% to 57,915 units, capturing 9.7% market share - SAIC's sales increased by 83.3% to 40,016 units, holding 6.7% market share - Xiaomi Automobile sold 39,002 units, up 70.3%, with a 6.5% market share [10].

Group 1: Events and Forums - The "Dubai Business Forum - China" will take place in Shenzhen on May 14, 2026, focusing on economic collaboration and investment opportunities between China and Dubai [2] - A closed-door sharing session on Japanese robot market entry will be held in Shenzhen on March 12, organized by JETRO and 36Kr [3] Group 2: Company Developments - Tencent's ride-hailing service has integrated with Uber, supporting services in 20 countries and regions, including Hong Kong and Japan [4] - Temu has partnered with DEKRA to enhance product safety compliance for electronic goods on its platform [4] - BYD has officially entered the Egyptian market in collaboration with Mansour Group, showcasing three new car models [4] - AITO announced its entry into the UAE market through a partnership with Abu Dhabi Motors [5] - FAW Jiefang signed a strategic agreement with a Saudi dealer for the first batch of 500 vehicles [5] - Junlian Zhixing showcased its intelligent automotive solutions at Volkswagen's global headquarters [5] Group 3: Financing and Investments - Qunche Intelligent has completed a multi-hundred million yuan Series A financing round, with participation from several overseas funds [8] - Hexin Power has secured several million yuan in angel round financing, focusing on agricultural intelligent solutions [8] - Bee Technology, a subsidiary of Zhiyuan Robotics, has completed several hundred million yuan in seed and angel round financing [8] - MossCode, an AI smart sports wear brand, has completed several million yuan in angel round financing, planning to launch in the European and American markets in 2026 [9] - Starry Dream House has completed a total of 80 million yuan in financing, with significant orders secured in Australia [9] Group 4: Market Trends and Policies - The surgical robot market is expected to grow significantly, with AI enabling autonomous operations and enhancing remote surgery capabilities [10] - By 2025, global humanoid robot shipments are projected to reach 17,800 units, with Chinese manufacturers leading the market [11] - China is deepening trade cooperation with South Africa and Kenya, aiming for zero-tariff access for products [12] - China's digital trade surplus is expected to double by 2025, driven by rapid growth in cloud computing and AI sectors [12]