从工业园到汽车园，从传统燃油汽车到新能源汽车，从单打独斗到抱团发展……在京津冀协同发展桥头 堡的天津市武清区，一场关于汽车产业链的变革，正在悄然发生。 武清区发展汽车制造相关产业始于2009年，其核心载体为京津产业新城京清汽车产业园（前身为"京滨 工业园"）。经过多年发展，特别是随着2024年园区更名并明确聚焦汽车产业，武清区谋求传统汽车制 造业转型升级取得显著成绩。 目前，武清区已汇聚170多家汽车制造相关企业。2025年1月至11月，汽车制造业实现产值232亿元，同 比增长4%，与北京奔驰、小米、理想等车企建立起稳定供应链合作关系。"我们不再只是'制造'，而 是'智造'；不再只是'耗能'，而是'节能'；不再只是'配套'，而是'协同'。"武清区工业和信息化局党委书 记、局长黄巨山用3个对比精准概括了这场转型的深刻内涵。 科技赋能提质效 冬日暖阳下，京清汽车产业园物流区大门口，挂着"京M、津A、冀R"车牌的运输卡车排起长龙。来自 河北廊坊的司机张华生正等候装载刚下线的汽车零部件，他说："十几年前跑这条线，拉的都是'铁疙 瘩'，现在全是'智能件'，轻了、精了，附加值也高了。"这句朴实的感慨，道出了武清汽车产业的 ...

Group 1 - Ford is in discussions with Xiaomi to establish a joint venture for electric vehicle (EV) manufacturing in the U.S. [1]

1月31日，小米雷军通过微博官宣，将于2月1日晚8点在北京小米汽车工厂实验室开启科普直播，带领观 众探访平日不对外开放的部分实验室，揭秘新一代SU7的研发历程，并回应GT7合作、二手车保值率等 近期行业热点话题。这是雷军本月以来的第四场汽车相关直播，持续以公开透明的方式传递小米汽车的 技术理念。 此次即将开启的实验室直播，核心聚焦研发环节的科普。据小米方面透露，直播将带领观众走进小米汽 车29个试验室中的核心区域，展示电池极限测试、能耗优化等研发细节，将直观呈现新一代SU7的品质 把控逻辑。 热点回应亦是本次直播的重要内容。近期，小米SU7 Ultra成为首款登陆《GT赛车7》的中国品牌车型， 其1548匹最大马力、1.98秒破百的硬核性能引发热议，雷军或将进一步披露GT7相关合作的战略意义及 后续规划。 小米SU7二手车保值率的市场讨论很大，据中国汽车流通协会数据显示，小米SU7以86.05%的一年保值 率位居2025年纯电车型榜首。 雷军在近期进行了密集的直播活动，大有形成常态化沟通态势。1月3日，他邀请工程师现场拆解YU7， 详解产品用料与设计差异，回应市场各类质疑。1月7日，直播聚焦新一代SU7，同步 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The penetration rate of domestic new energy passenger vehicles has reached 55%, and future sales growth is expected to slow down. However, the increase in battery capacity is anticipated to significantly impact demand, with a projected double-digit growth in battery demand for passenger vehicles by 2026 [2][4] - The domestic new energy passenger vehicle market has entered a consumption-driven growth phase since the end of 2020, with penetration rates increasing from around 10% to an expected 55% by the end of 2025. This growth is accompanied by a slowdown in sales growth due to a higher base [4][17] - The increase in battery capacity is expected to support the growth of battery installations, with single-vehicle battery capacity projected to rise from 52.8 kWh in April 2025 to 61.2 kWh by December 2025 for EVs, and from 23.3 kWh to 33.7 kWh for PHEVs during the same period [4][18] Summary by Sections Market Trends - The market for new energy passenger vehicles is projected to see a slight decline in total vehicle numbers, while new energy vehicles are expected to achieve small single-digit growth due to increased penetration rates. Battery capacity per vehicle is expected to increase by approximately 7%-8%, supporting a battery installation growth rate of around 12% [6][34] Policy and Economic Factors - Positive factors for battery capacity enhancement include changes in the old-for-new policy, which sets a subsidy cap at 8% of the vehicle price in 2026, and changes in purchase tax standards that require PHEVs to have a pure electric range of 100 kWh to qualify for tax exemptions [5][23] - The trend towards larger batteries in range-extended and plug-in hybrid vehicles is expected to continue, addressing consumer concerns about range anxiety and enhancing the perception of electric vehicles' convenience and cost-effectiveness [24] Product Development - Major manufacturers are launching new models with increased battery capacities. For instance, BYD and Geely are introducing models with capacities ranging from 20.79 kWh to 36.62 kWh for their 2026 versions [27][30] - The introduction of large-capacity EVs and PHEVs is expected to further enrich the market, with new models like the Wanjie M9 and NIO ES9 expected to have battery capacities around 100 kWh [31][33]

编辑 林子 新京报贝壳财经讯 1月31日，小米汽车发布微博披露，2026年1月，小米汽车新增9家门店，全国139城 已有484家门店； 2026年2月，小米汽车计划新增6家门店，预计覆盖2座新城市：江门、周口； 截至 2026年1月31日，小米汽车在全国已有270家服务网点，覆盖全国159城。 校对 卢茜 ...

今年以来，雷军已连续开展多场直播，分别围绕车辆拆解、新SU7产品解读等内容展开。新一代 SU7 目前 已开启预售，价格区间为 22.99 万至 30.99 万元，计划于 2026 年 4 月正式上市。 【太平洋科技快讯】1 月 31 日消息，小米创办人、董事长兼 CEO 雷军在社交媒体发文宣布，将于 2 月 1 日晚 8 点在北京小米汽车工厂实验室进行一场科普直播。届时将带观众参观部分实验室，介绍新一代 SU7 的研发过程，并回应 GT7、二手车保值率等小米汽车近期热议话题。 ...

值得注意的是，据此前报道，近期小米二手车行情出现大幅下滑，三款车型中SU7价格低至15万，SU7 Ultra 跌幅最大，YU7相对跌幅较小。懂车帝数据显示，当前全国均价为41.2万元，二手准新车较原价普 遍下跌超过10万元。部分1万公里左右二手车跌幅更是超过15万元。 据懂车帝等平台数据，2025年12月小米SU7 Ultra销量为45辆。 据蓝鲸新闻报道，此前小米SU7 Ultra销量最高的月份为2025年3月，卖出3101辆。从2025年3月到8月， 小米SU7 Ultra的月销量基本维持在2000至3000辆之间，然而自9月起，销量出现大幅下滑，当月仅售出 488辆。10月销量进一步跌至130辆，11月已不足百辆，直至12月已不足50辆。 小米SU7 Ultra是小米汽车高端化战略下的核心产品，2025年2月27日正式上市，售价52.99万元。 从年度数据看，小米SU7 Ultra累计销量已突破1万辆，完成了雷军此前设定的目标，不过该车型主要销 量在上半年完成，下半年仅售出约3000辆，后期下滑明显。 值得一提的是，SU7 Ultra对标车型为保时捷Taycan、极氪001 FR 、特斯拉Model S ...

小米SU7 Ultra是小米汽车高端化战略下的核心产品，2025年2月27日正式上市，售价52.99万 元。 从年度数据看，小米SU7 Ultra累计销量已突破1万辆，完成了雷军此前设定的目标，不过该车 型主要销量在上半年完成，下半年仅售出约3000辆，后期下滑明显。 值得一提的是，SU7 Ultra对标车型为保时捷Taycan、极氪001 FR、特斯拉Model S 等。横向 比较来看，尽管销量有所下滑，但在细分市场中仍属表现较佳的车型。 据懂车帝等平台数据，2025年12月小米SU7 Ultra销量为45辆。 据蓝鲸新闻报道，此前小米SU7 Ultra销量最高的月份为 2025年 3月，卖出3101辆。从 2025年 3月到8月，小米SU7 Ultra的月销量基本维持在2000至3000辆之间，然而自9月起，销量出现 大幅下滑，当月仅售出488辆。10月销量进一步跌至130辆，11月已不足百辆，直至12月已不 足50辆。 SU7 Ultra销量的下滑，与小米汽车旗下另两款车型的表现形成反差。2025年12月，小米SU7 销量为11123辆，YU7销量更是突破39000辆，连续数月创下销量新高。 值得注意的 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the dual focus of consumer behavior on "rational health" and "emotional satisfaction" in the food and beverage sector, indicating a shift towards higher demands for nutritional value and product traceability while also catering to emotional needs through enjoyable and affordable snacks [40][54] - The rise of "active health" consumption among the elderly demographic is driving growth in categories such as smart monitoring devices and high-purity nutritional products, with brands like 诺特兰德 and 鱼跃 leading the way [46] - The integration of AI and innovative product forms is creating significant brand differentiation in the 3C digital sector, with companies like Apple and Huawei establishing strong market positions through advanced technology [19][21] Summary by Sections Annual Data Overview - The report provides a comprehensive overview of consumer trends across 12 key industries, including 3C digital, food and fresh produce, home appliances, and more [11][10] Key Industry Observations - **Food and Fresh Produce**: The sector is characterized by a focus on essential goods like grains and fresh foods, with brands like 伊利 and 蒙牛 emphasizing transparency and nutritional value [15][40] - **3C Digital**: Brands are leveraging AI and innovative designs to create competitive advantages, with Apple and Huawei leading the brand rankings [19][21] - **Home Appliances**: The industry is moving towards smart home solutions, with brands like 海尔 and 美的 focusing on health and technology integration [28][29] - **Sports and Outdoor**: Domestic brands like 安踏 and 李宁 are capitalizing on the outdoor trend, merging functionality with aesthetic appeal [22][24] - **Beauty and Personal Care**: The sector is shifting towards efficacy-driven products, with brands like 雅诗兰黛 and 珀莱雅 focusing on scientific formulations [31][33] - **Pet Products**: The market is evolving towards premium offerings, with brands like 麦富迪 and 蓝氏 focusing on high-quality ingredients and innovative products [25][26] - **Automotive**: The industry is experiencing a transition towards electric and smart vehicles, with brands like 比亚迪 and 丰田 leading the charge [37][39] - **Healthcare**: The focus is on proactive health solutions for the elderly, with brands like 诺特兰德 and 鱼跃 providing comprehensive health management products [46][48] Annual Hot Categories - The report identifies key hot categories for the year, including grains and seasonings, mobile communications, and home appliances, with respective heat index scores indicating consumer interest [17][15] Brand Rankings - The report lists top brands across various categories, highlighting their annual heat index scores, which reflect consumer engagement and popularity [18][21][24][33][35][39][41][48] Consumer Trends - The report outlines emerging consumer trends such as the "atmosphere economy," where consumers seek to create immersive experiences through their purchases, and the shift towards outdoor lifestyles as a form of identity expression [68][71]

曾经月销量上千台的"地表最速"四门车小米SU7 Ultra，如今销量正在逐渐下滑。 1月31日，小米创办人、董事长兼CEO雷军发微博称，2月1日晚8点，他打算在北京小米汽车工厂实验室做一场直播，带大家参观一下部分实验室。 雷军官宣：明晚直播，展示新一代SU7研发过程 这是一个科普直播，帮助大家了解新一代SU7的研发过程，随便聊聊最近几件小米汽车比较热门的事，比如GT7、二手车保值率等。 雷军 凶 T》 据懂车帝等平台数据，2025年12月小米SU7 Ultra销量为45辆。 此前销量最高的月份为3月，卖出3101辆。从3月到8月，小米SU7 Ultra的月销量基本维持在2000至3000辆之间，然而自9月起，销量出现大幅下滑，当月 仅售出488辆，10月进一步跌至130辆，11月已不足百辆，直至12月销量已不足50辆。 (mi □ 287 E-J 471 y 5283 来源：新黄河、宁波晚报 编辑：涵钰 版权归原作者所有 如有侵权请及时联系 2 小时前 来自 Xiaomi Pad 7S Pro 已编辑 2 月 1日晚 8 点，我打算在北京小米汽车工厂实验室做一场直播，带大家参观一下 部分实验室。 这是一个科普 ...