Core Viewpoint - BYD launched the 2026 models of the Seal 05DM-i and Seal 06DM-i at a press conference in Beijing, with starting prices of 89,800 yuan and 116,800 yuan respectively, both offering a pure electric range of 210 km [1] Group 1: Product Features - The introduction of the 210 km pure electric range aims to provide users with a higher value experience, promoting "low-cost, zero-anxiety" green travel across various life scenarios [3] - The 210 km range is achieved through improvements in battery energy density and optimization of the vehicle's energy management system, alongside advancements in the safety performance of the lithium iron phosphate battery pack [5] - The "Heavenly Eye" advanced intelligent driving assistance system will be a key differentiator for high-end models, supporting over 20 functions including highway navigation and intelligent parking [5] Group 2: User Experience - BYD conducted long-distance pure electric road tests in low-temperature environments, covering various road conditions, with all test vehicles showing no significant battery depletion [7] - The "Heavenly Eye" intelligent parking experience area attracted significant attention, showcasing challenging parking scenarios where users can control the vehicle's parking process via a mobile app, enhancing convenience [9] - The system can currently recognize over 100 parking scenarios and continuously optimizes parking strategies through deep learning, aiming for "everyone can park easily" [11]

Core Viewpoint - BYD's Ocean Network has launched two new models of its sedan series, the 2026 Seal 05DM-i and Seal 06DM-i Super Enjoy Edition, featuring a pure electric range of up to 210 km, with prices ranging from 89,800 to 126,800 yuan [1][8]. Group 1: Product Launch Details - The 2026 Seal 05DM-i introduces two new variants: the 210KM Premium and 210KM Flagship, priced at 89,800 yuan and 99,800 yuan respectively [1]. - The Seal 06DM-i Super Enjoy Edition also adds two new variants: the 210KM Enjoy and 210KM Flagship, priced at 116,800 yuan and 126,800 yuan respectively [1]. - Customers can benefit from various purchasing incentives, including zero down payment, zero interest, trade-in subsidies, and two years of free vehicle data [1]. Group 2: Intelligent Features - The new models are equipped with the Tian Shen Zhi Yan C-Auxiliary Driving system (DiPilot 100), offering over 20 functions such as high-speed navigation and intelligent parking [6]. - The 2026 Seal 05DM-i features over 100 core configurations as standard, enhancing smart, safety, and comfort aspects [6]. Group 3: Performance and Comfort Enhancements - The new models' electric range of 210 km allows for reduced charging frequency and increased electric travel for daily commutes, as well as extended travel radius for weekend trips [8]. - Interior features include split-type super sensory seats with multiple adjustments, a dual-zone climate control system, and a panoramic sunroof for an enhanced driving experience [10]. Group 4: Safety and Control Systems - The Yun Nian-C intelligent damping body control system provides millisecond-level adaptive adjustments to improve comfort and driving pleasure [11]. - Safety features include seven airbags, a W-HUD head-up display, and a tire blowout stability control system, ensuring a robust safety framework [11].

Group 1: Company Performance - Shengyi Technology (生益科技) expects a net profit attributable to shareholders of 3.25 to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98%. Shengyi Electronics (生益电子) anticipates a net profit of approximately 1.44 to 1.51 billion yuan, a year-on-year increase of 331.03% to 355.88% [4] - Wei Ce Technology (伟测科技) forecasts a net profit of around 300 million yuan for 2025, reflecting a year-on-year increase of approximately 133.96%. The growth is driven by the penetration of AI and automotive electronics, as well as the recovery in consumer electronics [4] - Jindan Technology (金丹科技) projects a net profit of 96 to 138 million yuan for 2025, indicating a significant year-on-year growth of 156% to 268%. The growth is attributed to the successful launch of a 50,000-ton lactic acid expansion project and a decrease in procurement costs [10] - Hengfeng Paper (恒丰纸业) anticipates a net profit of 178 to 215 million yuan for 2025, a year-on-year increase of 54% to 86%. The growth is primarily due to the successful launch of a new production line and breakthroughs in overseas markets [11] - Jieya Co. (洁雅股份) expects a net profit of 72 to 88 million yuan for 2025, representing a year-on-year increase of 270% to 352%. The growth is driven by increased orders from major international clients and an improved business structure [12] Group 2: Industry Trends - The European Automobile Manufacturers Association reported that pure electric vehicle sales in the EU surged by 51% year-on-year to 217,898 units in December 2025, surpassing gasoline vehicles for the first time. The market share reached 22.6% [7] - In December, China's newly installed photovoltaic capacity was 40 GW, a year-on-year decrease of 43% but an increase of 84% month-on-month. The cumulative installed capacity for the year reached 315 GW, a year-on-year increase of 14% [8] - The snack food sector, represented by Wancheng Group (万辰集团), is expected to see a net profit of 1.23 to 1.4 billion yuan for 2025, driven by the continuous growth of the bulk snack business and an increase in store numbers to approximately 19,000 [14]

【文/观察者网 齐倩】 报告截图 产销双双突破3400万辆、产销连续17年稳居全球第一，新能源汽车新车销量占比近半、L2功能乘用车 渗透率达到64%……相较2024年，中国汽车行业去年进一步取得多方面突破。 今年1月，中国汽车工业协会公布的最新数据显示，2025年，我国汽车产销分别完成3453.1万辆和3440 万辆，同比分别增长10.4%和9.4%，高于年初预期。 1月30日，特斯拉首席执行官埃隆·马斯克在X平台转发一条2024年的推文：突发新闻——中国售出的汽 车中，电动汽车占比首次超过半数。 "中国太阳能和电动汽车的惊人增长，将大大降低其对石油和天然气的依赖。"马斯克写道。 推文提及，据中国乘用车市场信息联席会数据，2024年7月份，新能源汽车（包括电动汽车和插电式混 合动力汽车）零售销量占比达到创纪录的51.1%。"电动汽车已经明显减少了中国的石油需求：仅自 2023年以来，道路上电动汽车数量的增加就减少了约4%的交通燃料需求"。 同年8月份，英国专门研究气候变化的科学和政策网站"碳简报"（Carbon Brief）发布报告显示，中国二 氧化碳排放量在2024年第二季度下降1%，这是自疫情以来的首次季 ...

【文/观察者网 齐倩】 1月30日，特斯拉首席执行官埃隆·马斯克在X平台转发一条2024年的推文：突发新闻——中国售出的汽 车中，电动汽车占比首次超过半数。 "中国太阳能和电动汽车的惊人增长，将大大降低其对石油和天然气的依赖。"马斯克写道。 马斯克推文截图 马克龙转发的推文，将中国二氧化碳排放量下降与电动汽车需求上升联系在一起。 推文提及，据中国乘用车市场信息联席会数据，2024年7月份，新能源汽车（包括电动汽车和插电式混 合动力汽车）零售销量占比达到创纪录的51.1%。"电动汽车已经明显减少了中国的石油需求：仅自 2023年以来，道路上电动汽车数量的增加就减少了约4%的交通燃料需求"。 同年8月份，英国专门研究气候变化的科学和政策网站"碳简报"（Carbon Brief）发布报告显示，中国二 氧化碳排放量在2024年第二季度下降1%，这是自疫情以来的首次季度下降。 这份报告也指出，中国碳排放量下降，与石油产品需求持续下降相关。其中因素有很多，向电动汽车的 转型是其中之一。数据显示，过去十年，中国累计汽车销量中电动汽车的占比在2024年6月达到 11.5%，高于一年前的7.7%。"这意味着，电动汽车的增长使交 ...

兄弟们，特别是在加拿大的兄弟们，恭喜了！往后，你们买中国电车能便宜一大波，搞不好直接打5折都有可能。 这到底是啥情况？ 因为加拿大给中国造的电车亮绿灯了，直接砍掉了100%的关税。在之前的2024年，加拿大跟着美国搞事情，给中国电车加了100%的关税，综合税率干到 106.1%。 这有多夸张呢，相当于1台在中国卖15万的电车，拉到加拿大去高低得卖30万起。对比其他正常税率的车，咱中国造的电车铁定没啥竞争力。 现在好了，降到就剩下6.1%的最惠国关税，彻底减负了。 看到这，估计不少兄弟会说，这不得一夜之间让中国电车跑遍加拿大街头？ 别急着高兴，这事没那么简单。 这关税优惠目前就管未来5年，而且只有配额内的车，才能享6.1%的优惠税。这个配额也不多，2026年先给4.9万辆额度，之后逐年涨到7万辆就保持不变 了。 更关键的是，配额当年用不完就作废，不能留到明年。如果超额呢，那对不起了，超过的部分继续承受106.1%的超高关税。 所以这4.9万辆的名额很宝贵，肯定不是谁先到港口排队就给谁，门槛不少。 比如车企得在加拿大当地有建好的售后网点，得向中国商务部争取出口的配额，最后在加拿大海关那验明正身，这一关一关都过了， ...

Group 1 - The core viewpoint of the articles highlights the short-selling activities of various companies, with specific focus on the short-selling ratios and amounts for leading firms in the market [1][2]. Group 2 - The top three companies by short-selling ratio are BYD Company Limited (95.08%), Lenovo Group Limited (85.25%), and Baidu Group (76.60%) [1]. - The highest short-selling amounts are recorded for China Ping An (1.88 billion), Xiaomi Group (1.086 billion), and Alibaba Group (1.062 billion) [2]. - The top three companies with the highest deviation values, indicating significant short-selling activity compared to their historical averages, are Baidu Group (39.38%), BYD Company Limited (35.91%), and Fuhong Hanlin (27.27%) [1][2].

但最近一段时间，欧洲、加拿大等地开始频频施放善意与诚意，对国产新能车敞开了大门，特别是欧盟甚至主动要求涨价销售。这 让在国内卷的欲仙欲死的新能车品牌们，几乎是一瞬间卸下了脖子上的绞索。 当然也有人提出过异议，认为像加拿大这类高纬度地区往往冬季漫长、较为寒冷，所以国产新能车的电池难以达到理想水平，不能 过度乐观。 先别急，看第二个消息——1月22号，宁德时代官宣发布"天行II"轻商低温版电池。 除了是全球首款轻型商用车领域内实现量产的钠离子电池外，"天行II"还有个最大的特点就是，该电池在零下40°的极寒环境中可以 保持90%的可用电量，零下30°的状态下也可以即插即充，零下15°的情况下也可以在30分钟完成从20%至80%的快充。 对新能车行业来说，最近简直有种"天命在我"的感觉。 先是地缘关系上突然的转向。此前新能车出海一直存在关税和政策壁垒，国外一些消费能力较强的市场为了保护本土汽车业，往往 对国产新能车施加重税甚至一禁了之。 有这些针对性的特点，"天行II"简直是针对高纬地区冬天极端环境下续航衰减和充电困难等问题的大杀器。 合理猜测，宁德时代这个新产品发布会，是在国外政策转向这个节骨眼上，为了这碟醋特意 ...

Market Overview - The Hang Seng Index (HSI) closed at 27,742.89, down by 225.20 points or 0.81% as of January 29, 16:00 Eastern Time [1] - The index reached a high of 27,909.81 and a low of 27,419.65 during the trading session, with an average price of 27,664.73 [1] - The 52-week high for the index is 27,909.81, while the 52-week low is 19,335.70 [1] Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 138.219, up 0.45% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 619.286, down 0.44% from the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) latest price is HKD 622.000, with a slight increase of 1.000 or 0.16% [3] - Alibaba Group (09988) latest price is HKD 173.300, down by 0.200 or 0.12% [3] - HSBC Holdings (00005) latest price is HKD 137.600, up by 0.100 or 0.07% [3] - China Construction Bank (00939) latest price is HKD 8.160, up by 0.130 or 1.62% [3] - AIA Group (01299) latest price is HKD 90.950, up by 2.100 or 2.36% [3] - Xiaomi Group (01810) latest price is HKD 36.620, up by 0.300 or 0.83% [3] - NetEase (099999) latest price is HKD 206.600, down by 5.400 or 2.55% [3] - Meituan (03690) latest price is HKD 98.600, up by 0.250 or 0.25% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 6.640, up by 0.050 or 0.76% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 444.200, up by 5.000 or 1.14% [3] - Ping An Insurance (02318) latest price is HKD 73.300, up by 2.350 or 3.31% [3] - Baidu Group (09888) latest price is HKD 155.500, down by 0.600 or 0.38% [3] - China Bank (03988) latest price is HKD 4.760, up by 0.090 or 1.93% [3] - BYD Company (01211) latest price is HKD 101.800, down by 1.000 or 0.97% [3] - JD.com (09618) latest price is HKD 114.600, down by 1.700 or 1.46% [3] - Ctrip Group (09961) latest price is HKD 482.200, down by 13.200 or 2.66% [3]

（原标题：越南汽车制造商将与中国比亚迪合作，投资1.3亿美元建设电动汽车电池工厂） 据曼谷邮报1月28日报道，越南汽车制造商金龙汽车周二宣布，其与中国的比亚迪合作，将在越南中部投 资1.3亿美元建立工厂，用于生产商用电动汽车的电池。根据协议，金龙汽车将承担该设施的建设费用，而比亚 迪则提供全面的技术支持。金龙电机在声明中称，该电池工厂将建在面积为4.4公顷的土地上，其年发电量可达 3吉瓦时。在该项目的第二阶段，设施规模将扩大至10公顷，生产能力也将提升一倍，达到每年6吉瓦时的发电 量。此次扩建还包括引入用于生产电动客车的电池的生产线。该工厂将生产用于商用车辆的电池，包括公交 车、卡车及小型面包车。越南的电动汽车市场正在迅速发展，这一趋势主要由该领域的领先企业越南VinFast推 动。 ...