对于伯镭科技而言，比亚迪的投资是对其技术路线和商业价值的认可。在资本市场更看重确定性的背景 下，产业龙头的深度投入有助于增强客户、合作伙伴及市场对公司的信心，并提升其全球化竞争中的品 牌与生态优势。 本轮资金将用于加强研发投入、扩大智能产能、加速国内外市场拓展以及深化产业生态合作。比亚迪在 电动汽车领域的电池、电控技术和规模化制造经验，将与伯镭科技的矿车智能化、场景无人化能力形成 协同，双方计划在技术研发、供应链优化及特定场景产品探索等方面开展合作，推动新能源与智能技术 在重型工业领域的应用。 比亚迪具有全球化业务布局，新能源车已进入全球6大洲、110多个国家和地区，并在泰国、乌兹别克斯 坦、巴西、匈牙利等地建设或规划生产基地。其本地化运营经验、供应链资源和品牌影响力，可为双方 共同开拓国际矿山高端装备市场提供支持。 对于此次战略投资，比亚迪集团首席投资官李黔表示："我们持续在全球范围内寻找并投资那些拥有硬 核技术、能与我们主业产生强大'化学效应'的伙伴。伯镭科技在矿山无人驾驶和绿色能源补给领域构建 的全栈技术体系令人印象深刻，其解决方案直击传统矿山的运营痛点。这不仅与比亚迪在电动化、智能 化领域的核心技术优 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新浪财经欧洲站站长 郝倩 发自瑞士达沃斯 上周，比亚迪执行副总裁李珂第一次参加冬季达沃斯，她说决定的匆忙，她都没时间安排派出几辆比亚 迪来达沃斯秀一圈。即使如此，李柯依然是整场最亮眼的中国女企业家代表，大家都想去谈合作，求合 影的，"比亚迪的Stella"。 李珂对我坦言，当她看到穿梭巴士在瑞士山间的雪地穿行时，就想着如果要在雪地里开，只有比亚迪车 是最漂亮最稳的。短短几天的时间，李珂已经决定，要在达沃斯开出一到两家4S店。 明年，在冬季达沃斯，或许我们就会看到中国电车的精彩亮相。 我在冬季达沃斯与李珂做了一次对话，我们谈了比亚迪在欧洲的发展战略，市场定位，和在欧洲的电车 市场中，中国电动车的竞争力。 虽然中国电动车过去数年在欧洲高歌猛进，却也是一路过关打怪，所遇到的监管和文化方面的阻碍，并 不容易跨越。 首先，李珂提到，欧洲市场接下来的战略很明晰，就是要在每个国家都建好经销商的店铺，第二就是更 加努力的去推进当地的社交网络关系；第三就是继续推更多的，为欧洲量身定制的车型过来——因为欧 洲市场仍有潜力等待发掘。 "中国的汽车创新能力很强 ...

Core Viewpoint - The recent controversy surrounding BYD's product launch and its similarity to Dongfeng Nissan's marketing language highlights the competitive dynamics and creative strategies within the automotive industry, particularly in the context of brand identity and innovation [1][3]. Group 1: Industry Dynamics - Dongfeng Nissan's recent marketing strategy has shifted towards "traffic-driven" approaches, aiming to attract consumer attention amid declining sales and market share [9][10]. - The company has faced a continuous decline in sales for seven consecutive years, with a reported 4.94% drop in 2025, leading to a reliance on a single model, the Sylphy, to maintain sales figures [11][12]. - The electric vehicle segment shows potential growth, but the N7 model has seen a significant drop in sales after an initial spike, indicating challenges in sustaining momentum [11][12]. Group 2: Brand Identity and Strategy - Historically, Nissan was synonymous with technology and reliability, but the shift towards a "traffic marketing" strategy suggests a departure from its technical roots [10][11]. - The company has been criticized for its slow response to the rise of domestic electric vehicle brands, which have rapidly adapted to market demands, while Nissan has lagged in its transition to electric vehicles [17][28]. - Nissan's decision to sell its global headquarters for 97 billion yen (approximately 4.5 billion RMB) reflects financial struggles, with reported losses of 670.9 billion yen (approximately 30.3 billion RMB) in the 2023-2024 fiscal year [12][13]. Group 3: Future Prospects - The partnership between Dongfeng and Nissan aims to leverage each other's strengths, with Dongfeng providing local market insights and Nissan contributing its global brand recognition [56][58]. - The introduction of the "GLOCAL" model in 2024 allows for greater autonomy in product development for the Chinese team, indicating a strategic shift to better align with local consumer preferences [36][58]. - Despite these changes, challenges remain, including geopolitical factors and the increasing focus on domestic brands, which may further complicate Nissan's market position in China [38][48].

Core Insights - The European automotive market is experiencing a significant shift, with battery electric vehicles (BEVs) achieving a market share of 22.6% in December 2025, surpassing traditional gasoline vehicles at 22.5% [1] - Chinese automakers are no longer distant players but are aggressively entering the European market, aiming to capitalize on the transition to electric vehicles [1][2] - The competition is intensifying as Chinese companies invest heavily in Europe, with a focus on scaling operations before traditional giants adapt to the changing landscape [1] Market Performance - In 2025, new car registrations in Europe reached 13.3 million, with a modest growth rate of 2.3%. Chinese automakers saw a remarkable performance, with sales exceeding 100,000 units for the first time, achieving a year-on-year growth of 127% [3] - Chinese brands captured a market share of 9.5%, up from 4.5% in the previous year, indicating that one in ten new cars sold in Europe has Chinese origins [3] Company Strategies - BYD's sales in Europe surged from 49,000 units in 2024 to 186,600 units in 2025, marking a 276% increase. The company is focusing on local partnerships and expanding its sales network [5] - SAIC's MG brand achieved sales of 307,282 units in Europe in 2025, leveraging localized operations and design to position itself as a high-value local brand [5] - Leap Motor emerged as a significant player, with sales skyrocketing from 771 units to 22,077 units, utilizing existing global channels for rapid expansion [6] Localization Efforts - Chinese automakers are accelerating localization, with companies like Leap Motor and BYD establishing local production facilities to reduce costs and enhance competitiveness [8] - BYD plans to double its sales outlets in Europe to 2,000 by the end of 2026, while Chery aims for over 80% localization in its Barcelona facility by 2026 [8] Future Outlook - The year 2026 is projected to be a pivotal moment for the Chinese automotive industry, with expectations of valuation recovery driven by high export growth and profitability from overseas markets [9] - The average profit per vehicle in overseas markets is estimated to be 2-3 times higher than in the domestic market, with overseas gross margins surpassing domestic ones in some cases [10] - Chinese brands are transitioning from merely selling cars to providing comprehensive solutions for smart, green, and efficient mobility, becoming integral to the European automotive landscape [11]

伯镭科技是国内领先的电动无人驾驶矿卡及零碳无人矿山解决方案提供商。对于这笔投资，比亚迪集团 首席投资官李黔表示，伯镭科技在矿山无人驾驶和绿色能源补给领域构建的全栈技术体系解决了传统矿 山的运营痛点，与比亚迪在电动化、智能化领域的核心技术优势也高度互补。 智通财经1月29日从伯镭科技获悉，公司日前获得比亚迪股份有限公司1亿元的战略投资。该笔资金将主 要用于加强研发投入、扩大智能产能、加速国内外市场拓展以及深化产业生态合作。对于伯镭科技而 言，这笔战略投资代表着其技术路线与商业价值得到了市场的认可。 ...

电动无人驾驶矿卡及零碳无人矿山解决方案提供商——伯镭科技获得比亚迪股份有限公司1亿元的战略 投资。这笔战略资金，将主要用于加强研发投入、扩大智能产能、加速国内外市场拓展以及深化产业生 态合作。未来双方有望共同开拓国际矿山高端装备市场，推动新能源与智能技术在中国乃至全球重型工 业领域的应用。 ...

Core Viewpoint - Haichang Intelligent is preparing for its IPO on the Beijing Stock Exchange amid challenges such as declining profit margins and heavy reliance on major clients like BYD and Luxshare Precision, raising concerns about its business model and governance [2][3][19]. Group 1: Company Overview - Haichang Intelligent, formerly a part of Tianhai Electric, specializes in manufacturing high-performance automotive wiring harness equipment, with significant revenue contributions from fully automatic crimping machines and testing equipment [5][8]. - The company has a workforce of over 700, but its asset structure reveals a low level of fixed assets, indicating a labor-intensive operation rather than a high-end equipment manufacturer [2][10]. Group 2: Financial Performance - Revenue growth from 2022 to 2025 shows an increase from 5.2 billion to 8 billion yuan, but net profit growth has been under pressure, with net profits declining from 1.08 billion to 0.61 billion yuan during the same period [8][19]. - The gross margin has decreased from 37.74% in 2022 to 33.5% in 2025, attributed to increased market competition and higher costs associated with customized orders [8][19]. Group 3: Client Dependency and Market Position - Haichang Intelligent's major clients include Tianhai Electronics, BYD, and Luxshare Precision, with the top five clients accounting for over 54% of total sales, indicating a high concentration risk [9][10]. - The company has defined BYD and Jietai Technology as "strategic low-price clients," which suggests a reliance on low pricing to secure sales, impacting profit margins [8][19]. Group 4: IPO and Expansion Plans - The company plans to raise 4.52 billion yuan through its IPO to expand production capacity by 60%, despite concerns about the ability to absorb this new capacity in a slowing market for electric vehicles [2][14]. - The planned expansion includes investments in intelligent equipment and a research center, with expectations of generating an additional 4.8 billion yuan in revenue post-expansion [12][13]. Group 5: Regulatory Scrutiny and Governance Concerns - The company faces heightened scrutiny from regulators due to its ties with Tianhai Electronics, which is both a major customer and a significant accounts receivable source, raising questions about revenue recognition and governance transparency [18][19]. - Recent incidents involving sensitive financial transactions between Haichang Intelligent and its parent company have amplified concerns regarding internal controls and the quality of reported profits [18][19].

Core Viewpoint - The Guangdong Provincial Council for the Promotion of International Trade (GCPIT) is focusing on building a comprehensive trade promotion system to support enterprises in seizing market opportunities and enhancing industrial chains, aiming to transition from "product export" to "brand export" for Chinese manufacturing [1][2]. Group 1: Trade Promotion Initiatives - GCPIT has successfully implemented key tasks from the China Council for the Promotion of International Trade, including hosting significant events like the third Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference and participating as a guest province in the third Chain Expo [1]. - The council is advancing six key initiatives to enhance economic cooperation in the Greater Bay Area, including establishing trade cooperation platforms and improving international business certification services [1][2]. Group 2: Economic Cooperation Platforms - A major focus is on building the Greater Bay Area economic cooperation platform, with plans to participate in the fourth Guangdong-Hong Kong-Macao Greater Bay Area Development Business Conference and to release a 2026 supply chain promotion report [3]. - GCPIT aims to enhance the exhibition industry in the Greater Bay Area, promoting collaborative development and addressing key issues such as efficient flow of resources and integrated trade standards [3]. Group 3: Industry Support and Services - GCPIT is actively promoting "chain services" to support the development of the new energy vehicle industry, facilitating collaborations among leading companies like Xpeng, GAC Aion, and BYD [7]. - The council plans to launch a "Guangdong Enterprises Going Global" service initiative to assist local new energy vehicle companies in expanding their international market presence [7]. Group 4: Cross-Border E-Commerce Development - Guangdong's import and export trade reached 9.49 trillion yuan in 2025, maintaining a leading position nationally, with plans to deepen the "Hundred Exhibitions and Ten Thousand Enterprises" initiative to help over 10,000 companies secure orders [8][10]. - The "Cross-Border E-Commerce + Industrial Belt" model is being promoted to stimulate county-level economic growth, with the "Hundred Counties Project" already covering nearly 120 industrial belts across the province [10].

【环球网科技综合报道】1月27日消息，根据IDC发布的最新报告显示，2025年全球纯电动汽车销量将 超过1210万辆，保持两位数的同比增长。比亚迪在2025年全球纯电动（BEV）车销量上超越特斯拉，标 志着全球新能源汽车格局的关键转折，反映出不同市场策略以及各价格区间电动车普及阶段的差异。 据分析，比亚迪全球销量的强劲增长主要贡献于其入门级电动车型，如海豚、Atto 3等车型对销量扩张 贡献显著。这一表现不仅证明了比亚迪产品的竞争力，也预示着电动化转型在经济型乘用车全球市场的 加速。 就品牌叙事而言，特斯拉聚焦于吸引科技敏感型高端消费者，始终将自身定位为一家以技术驱动的科技 公司，其相关的AI研究也延伸至机器人和能源管理等领域。IDC认为，入门级市场的增长逻辑与市场发 展的早期阶段有所不同，成本效率、渠道覆盖、运营能力的重要性有所增强。（青云） ...

会议背景 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2026锂电关键材料及应用市场高峰论坛 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2250Gwh，2026年的增长率将达到30%，其中储能 领域增速更是有望达到48.3%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛况。如此爆 发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场高峰论坛 ...