Group 1 - The core viewpoint indicates that among the ten companies analyzed, GAC Trumpchi and SAIC Maxus are experiencing a decline in sales compared to 2024, while other companies are showing varying degrees of growth [1] - According to the China Association of Automobile Manufacturers, the top ten MPV manufacturers are projected to sell 950,000 units in 2025, accounting for 78.3% of the total MPV sales [4]

Core Viewpoint - GAC Group denies rumors that half of its automotive chips will be replaced by products from Gree Electric, emphasizing that such statements are not factual [1] Group 1: Company Statements - GAC Group issued a statement on January 20 via its official Weibo account, clarifying that the claim regarding Gree replacing half of its automotive chips is untrue [1] - The rumors originated from a corporate exchange event on January 15, where GAC Group's chairman, Feng Xingya, visited Gree Electric and discussed industry collaboration [1] Group 2: Event Details - During the visit, Feng invited Gree's chairman, Dong Mingzhu, to experience the high-end model A800, which contains 1,004 chips, all of which have Chinese intellectual property rights [1] - Dong humorously remarked that "in the future, 500 of them will be mine," which was misinterpreted by some as a commitment to collaboration [1] Group 3: Future Collaboration - GAC Group stated that the core topic of the discussions was the integration of "people, vehicles, and home" in a smart ecosystem, focusing on industrial synergy [1] - The company assured that any future collaboration developments would be communicated through official channels [1]

Group 1 - GAC Group clarified that recent claims about future collaboration with Gree Electric on automotive chips are misinterpretations of their discussions [2] - The source of the rumor was a video from GAC's official account, where GAC Chairman Feng Xingya and Gree's Chairman Dong Mingzhu discussed potential collaboration in a casual manner [2] - GAC emphasized that the meeting was a strategic exchange and did not result in any formal agreements or supply arrangements [2] Group 2 - Gree Electric has been actively investing in the semiconductor sector since 2015, establishing a fully automated third-generation semiconductor chip factory with over 70% localization of core equipment [3] - The global automotive chip market is dominated by major international players, with the top five companies holding over 50% market share, highlighting the reliance of Chinese automakers on high-end chip supplies [3] - Chinese companies like BYD Semiconductor and Huazhong Microelectronics are making progress in domestic chip production, gradually closing the gap with international competitors [3] Group 3 - The global automotive chip market is estimated to have a 30% share from China, making it the largest regional market with the fastest growth rate [5] - The compound annual growth rate (CAGR) for China's automotive chip market is projected to reach 22%, with a transaction scale expected to hit $65 billion by 2029 [7]

Group 1 - GAC Group issued a clarification regarding rumors about a partnership with Gree Electric [1] - On January 15, 2026, GAC Group's chairman, Feng Xingya, visited Gree Electric to discuss the integration of "people, vehicles, and home" smart ecosystem [1] - GAC Group emphasized that any future cooperation details will be announced through official channels [1]

从地面到云端 2025年9月 德国慕尼黑车展 安静的展台上摆放着中国品牌EV汽车 全世界汽车工业领域曾经最骄傲的一群大佬们 聚焦围观，仔细端详 113年之后的广东，正在以每30分钟就有一台飞行汽车量产下线 1913年，福特汽车流水线定义了机械工业的效率标杆 我们的量产工厂是年产一万台的量产工厂。传统的飞机全球一年全世界的销量不到4000台。 我们是通过流水线的设计，用了部分的自动化，应该它就是全球最大规模的飞行汽车的量产工厂。 小鹏汇天总裁 赵德力 广东聚集全国1/5汽车产量，构建完整产业链 智能网联汽车工厂实现100%数字化生产 新能源汽车核心部件自给率超90% "广东造"底气十足。 唯有掌握核心科技，才能充分满足顾客的多元化需求 广汽发布了联合产业链打造的12款高性能、高安全的车规级芯片 同时也发起了汽车芯片应用生态的共建计划 以满足消费者对产品高性能、高安全和高智能的需要。 广汽集团董事长 冯兴亚 中国新能源汽车的技术应该说无论从产品、从技术还是从产业链 应该是领先大概3到5年 只有开放创新才能让世界能感受到这种好的产品 比亚迪董事长王传福 很多人问我为什么连续的创业？为什么选择在广东创业？为什么坚定的 ...

Core Viewpoint - GAC Group issued an official statement denying rumors that Gree Electric would replace half of its automotive chips, clarifying that the discussions between the two companies focused on collaborative development in the "smart ecosystem" of "people, vehicles, and homes" [2] Group 1: Company Collaboration - The rumors originated from a high-level meeting on January 15, where GAC Group's chairman introduced the Hyper GT model, emphasizing its 1004 chips with independent Chinese intellectual property [2] - Gree Electric has been involved in the chip sector since 2015, with a team of nearly 1,000 people and over 60% being technical staff, achieving cumulative sales of over 300 million chips by 2025 [4] - Gree's silicon carbide (SiC) chip business is accelerating, with a factory capable of producing 240,000 six-inch SiC wafers annually, and plans to launch SiC power devices for various markets by 2026 [4] Group 2: Investment and Product Development - In 2025, GAC Capital completed an investment in Chongqing Pingwei Industrial Co., which focuses on chip design and has established deep cooperation with GAC Group across its core brands [5] - The GAC Hyper GT model, featuring 100% domestically designed chips, successfully rolled off the production line in November 2025, marking a significant breakthrough in chip localization [5] - GAC Group launched 12 automotive-grade chips in April 2025, developed in collaboration with various companies, covering critical areas such as power management and safety [6] Group 3: Ecosystem Development - GAC Group initiated the "Automotive Chip Application Ecosystem Co-construction Plan" to enhance collaboration and innovation across the industry, ensuring supply chain stability and promoting technological self-reliance in the automotive sector [7]

【格力电器车用碳化硅芯片将量产，董明珠称未来供广汽半数芯片】 （第一财经） 【格力电器车用碳化硅芯片将量产，董明珠称未来供广汽半数芯片】 格力电器总裁助理、珠海格力电子元器件有限公司总经理冯尹在大湾区化合物半导体生态应用大会上透露，格力 电器碳化硅芯片工厂在量产家电用碳化硅芯片后，今年光伏储能用、物流车用碳化硅芯片也将量产。 格力电器董事长董明珠几天前接待广汽集团董事长冯兴亚时笑言，未来广汽的汽车芯片中一半由格力产品替代。 格力电器总裁助理、珠海格力电子元器件有限公司总经理冯尹在大湾区化合物半导体生态应用大会上透露，格力 电器碳化硅芯片工厂在量产家电用碳化硅芯片后，今年光伏储能用、物流车用碳化硅芯片也将量产。 格力电器董事长董明珠几天前接待广汽集团董事长冯兴亚时笑言，未来广汽的汽车芯片中一半由格力产品替代。 ...

智通财经记者 | 宋佳楠 图片来源：广汽集团官方微博 此次传闻源于1月15日的一场企业交流活动。当天，广汽集团董事长冯兴亚率队到访格力电器，与格力 董事长董明珠及管理团队就产业协同展开会谈。冯兴亚在邀请董明珠体验昊铂A800时表示，广汽专门 为其高端品牌昊铂做了一款攀登版，该款车搭载1004个芯片，且知识产权都属于中国。董明珠听闻笑 称，"将来有500个是我的"。这被部分渠道解读为明确合作承诺并广泛传播。 图片来源：广汽集团董事长冯兴亚微博 对此，广汽在声明中澄清，双方核心议题是"人车家"智慧生态融合发展，探讨产业协同。"后续如有合 作的具体进展，我们会第一时间通过官方渠道发布。也感谢大家的关注与支持，请勿轻信或传播未经证 实的信息！" 1月20日，广汽集团通过官方微博发布声明，否认"未来广汽的汽车芯片中一半由格力产品替代"的网传 说法，强调"相关表述并非事实"。 智通财经注意到，1月17日时，冯兴亚曾在个人微博上提及到访格力电器的情况，并对董明珠带他全面 了解格力电器在核心零部件、智能制造与新能源技术等领域的研发布局表示感谢。他强调，当前汽车生 态正从单一产业向跨领域综合性行业加速拓展，广汽要以"出圈"思维 ...

智通财经记者 | 宋佳楠 图片来源：广汽集团官方微博 此次传闻源于1月15日的一场企业交流活动。当天，广汽集团董事长冯兴亚率队到访格力电器，与格力董事长董明珠及管理团队就产业协同展开会谈。冯兴 亚在邀请董明珠体验昊铂A800时表示，广汽专门为其高端品牌昊铂做了一款攀登版，该款车搭载1004个芯片，且知识产权都属于中国。董明珠听闻笑 称，"将来有500个是我的"。这被部分渠道解读为明确合作承诺并广泛传播。 1月20日，广汽集团通过官方微博发布声明，否认"未来广汽的汽车芯片中一半由格力产品替代"的网传说法，强调"相关表述并非事实"。 冯兴亚微博 图片来源：广汽集团董事长 对此，广汽在声明中澄清，双方核心议题是"人车家"智慧生态融合发展，探讨产业协同。"后续如有合作的具体进展，我们会第一时间通过官方渠道发布。 也感谢大家的关注与支持，请勿轻信或传播未经证实的信息！" 智通财经注意到，1月17日时，冯兴亚曾在个人微博上提及到访格力电器的情况，并对董明珠带他全面了解格力电器在核心零部件、智能制造与新能源技术 等领域的研发布局表示感谢。他强调，当前汽车生态正从单一产业向跨领域综合性行业加速拓展，广汽要以"出圈"思维深化跨 ...

Group 1 - The core viewpoint is that the Chinese automotive market is shifting towards a high-end consumption cycle by 2026, driven by the adjustment of new energy vehicle purchase tax incentives and policies encouraging technology upgrades and quality consumption [1] Group 2 - The "Car-Route-Cloud" integrated intelligent roadside infrastructure grading technical requirements for urban roads is expected to be officially released in the first half of this year, aiming to standardize infrastructure grading across pilot cities [2] - GAC Aion's flying car, GOVY AirCab, has received over 33 billion yuan in intended orders, with more than 2,000 units ordered, and is expected to enter mass production by the end of 2026 [2] Group 3 - GAC Group has denied reports that half of its automotive chips will be replaced by Gree chips, clarifying that such statements are not factual [3] - Xiaomi reported two car fire incidents, with one occurring on January 19, 2026, in Haikou, Hainan, where the fire was extinguished without causing injuries [3] Group 4 - Renault Group announced a global vehicle sales target of 2,336,807 units for 2025, representing a 3.2% year-on-year increase, with plans to update and expand its internal combustion engine and electric vehicle lineup in Europe by 2026 [4] Group 5 - Lamborghini announced a record global delivery of 10,747 vehicles in 2025, with significant contributions from the EMEA region (4,650 units), the Americas (3,347 units), and the Asia-Pacific region (2,750 units) [5]