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]

Key Points - Sony officially announced the spin-off of its television business, forming a joint venture with TCL, where TCL will hold 51% and Sony 49% [4][5] - The new company will manage the entire global operations of television and home audio equipment, with plans to start operations by April 2027, pending regulatory approvals [4][5] - Sony's market share in China has significantly declined, with foreign brands collectively holding less than 5% of the market share in 2024, averaging around 1.25% each [4][5] - The overall shipment of televisions in China is projected to drop by 8.5% in 2025, reaching a new low since 2010, with the top eight brands dominating 94.1% of the market [5] - Xiaomi responded to two vehicle fire incidents, stating that the power batteries were functioning normally at the time of the incidents [10][11] - MiHoYo announced the closure of the Genshin Impact server operated in partnership with Xiaomi, effective January 20, 2025, due to strategic adjustments [12] - New Oriental's founder, Yu Minhong, announced the hiring of Chen Xingjia as a consultant with an annual salary of 1.5 million RMB, amidst controversy over high salaries in the nonprofit sector [7][8] - The mobile phone market in China for 2025 shows Vivo, Xiaomi, and Apple as the top three brands by activation volume, with Xiaomi's growth attributed to the success of its 17 series [21][22] - Hikvision reported a slight increase in revenue for 2025, achieving 92.517 billion RMB, with a net profit of 14.188 billion RMB, reflecting a growth of 18.46% year-on-year [30]

Group 1 - New Oriental Education Technology Group has appointed Chen Xingjia as a senior consultant with an annual salary of 1.5 million RMB, following public scrutiny over his previous salary exceeding 700,000 RMB [2][3] - New Oriental commits to donating no less than 1 million RMB annually to the Henghui Foundation, which focuses on the health and growth of Chinese youth [2][3] Group 2 - SK Hynix announced a record performance bonus of over 1.36 million KRW (approximately 640,000 RMB) per employee, marking the highest in the company's history, with a stock option plan for employees [4] - The stock option plan allows employees to receive up to 50% of their bonuses in company stock, with additional cash rewards for holding the stock for a year [4] Group 3 - Gree Electric Appliances is set to mass-produce silicon carbide chips for various applications, including photovoltaic storage and logistics vehicles, with plans to supply half of the chips for GAC Group's vehicles [7] - The company aims to enhance its semiconductor capabilities in the growing electric vehicle market [7] Group 4 - iQIYI announced the resignation of CFO Wang Jun for personal reasons, with senior vice president Zeng Ying taking over as acting CFO [11] - iQIYI is in the process of selecting a suitable candidate for the CFO position [11] Group 5 - The AI companionship company Nature Select has raised over 30 million USD in a recent funding round, with investments from Alibaba and Ant Group among others [13] - The funding will support the development of AI companionship products [13] Group 6 - Tesla's CEO Elon Musk is pushing for the company to transition into a robotics firm, with the Optimus humanoid robot as a key focus, despite production challenges [9] - The company aims for a valuation of 25 trillion USD based on its robotics division, which is expected to surpass its current automotive business [9]

六部门延续养老托育家政等税费优惠 1月20日，财政部等六部门发布公告，宣布延续实施养老、托育、家政等社区家庭服务业税费优惠政策 至2027年12月31日，继续支持养老、托育、家政等社区家庭服务业发展。 2019年6月，财政部等六部门出台养老、托育、家政等社区家庭服务业税费优惠政策，自实施以来被社 区托育、家政服务业等视作鼓励行业发展、推动"放水养鱼"的减税降费"大礼包"。本次六部门发文后， 政策期限将进一步延续至2027年底。 "特朗普计划4月访华"，中方回应 中方如何评价特朗普执政一年来对外政策及其对国际局势的影响？外交部回应 20日，外交部发言人郭嘉昆主持例行记者会。日本广播协会（NHK）记者提问称，美国总统特朗普就 任已满一年，这期间他的对外政策动向备受国际社会关注，包括在委内瑞拉问题上的强硬举措，以及近 期威胁"吞并"格陵兰岛的相关表态。中方如何评价特朗普执政一年来的对外政策及其对国际局势的影 响？此外关于特朗普计划于今年4月访华一事，中方能否提供更多细节？郭嘉昆对此表示，过去一年中 美关系历经起伏波折，实现总体动态稳定，这符合中美两国人民的共同利益，也符合国际社会的共同期 待。 【头条要闻】 国家发 ...

期间，冯兴亚介绍昊铂一款车型时称，该车型的一个版本有1004颗芯片，这些芯片的知识产权都是中国 的。董明珠表示："将来有500个是我的。"冯兴亚则回应，下一步争取把格力的汽车芯片装上车。 1月20日，广汽集团回应"50%汽车芯片由格力产品替代"一事时表示，相关网传表述并非事实，后续如 有合作的具体进展，公司会第一时间通过官方渠道发布。 5天前，广汽集团董事长冯兴亚率队访问格力电器，与董明珠及管理团队共商"人车家"智慧生态融合发 展，探讨产业协同。 ...

1月20日，广汽集团回应"50%汽车芯片由格力产品替代"一事时表示，相关网传表述并非事实，后续如 有合作的具体进展，公司会第一时间通过官方渠道发布。 期间，冯兴亚介绍昊铂一款车型时称，该车型的一个版本有1004颗芯片，这些芯片的知识产权都是中国 的。董明珠表示："将来有500个是我的。"冯兴亚则回应，下一步争取把格力的汽车芯片装上车。（第 一财经记者 黄琳） (本文来自第一财经) 5天前，广汽集团董事长冯兴亚率队访问格力电器，与董明珠及管理团队共商'人车家'智慧生态融合发 展，探讨产业协同。 ...

Core Viewpoint - GAC Group clarifies that recent claims regarding Gree's chips replacing half of GAC's automotive chips are inaccurate and stem from a misinterpretation of a conversation between executives [1] Group 1: Company Statements - GAC Group issued a statement on January 20, 2026, to address rumors about Gree's chips replacing a significant portion of its automotive chips, emphasizing that such claims are not factual [1] - The discussion between GAC's Chairman Feng Xingya and Gree's Chairman Dong Mingzhu was focused on the integration of smart ecosystems and was characterized as a strategic exchange, with no formal agreements reached [1] Group 2: Background Information - The rumors originated from a video where Feng introduced GAC's high-end electric vehicle model, Hyper GT, mentioning that it contains 1004 chips with Chinese intellectual property, to which Dong humorously responded about future collaboration [1] - Gree Electric has been investing in semiconductor development since 2018, focusing on power semiconductors, but lacks evidence of large-scale production capabilities for automotive-grade chips [2] Group 3: Industry Context - Automotive chips, particularly those for smart driving and cockpit control, require high reliability and safety standards, with a lengthy validation process of 18 to 36 months to enter mainstream automotive supply chains [2] - GAC Group's current chip supply chain primarily relies on leading international manufacturers and local Tier 1 suppliers, indicating a strategy focused on increasing domestic sourcing rather than relying on a single supplier [2]

Group 1 - The core point of the article is that GAC Group's chairman, Feng Xingya, visited Gree Electric, leading to rumors about Gree supplying half of GAC's automotive chips, which GAC officially denied [2] - GAC Group emphasized that the visit was to discuss the integration of "people, vehicles, and home" and explore industrial collaboration, and any future cooperation details will be announced through official channels [2] - Gree Electric has been expanding its capabilities in chip design and production, establishing an IPM power module production line in 2010 and launching a silicon carbide chip factory in 2022, with plans for significant production capacity by 2025 [3] Group 2 - Gree Electric's silicon carbide chip factory is expected to have an annual production capacity of 240,000 pieces of 6-inch silicon carbide wafers by the end of 2023 [3] - By 2025, Gree Electric anticipates cumulative sales of over 300 million chips [3]

Core Viewpoint - GAC Group issued a statement refuting rumors that half of its automotive chips will be replaced by Gree's chips, clarifying that the information is not factual [1] Group 1: Company Developments - On January 15, 2026, GAC Group Chairman Feng Xingya led a delegation to visit Gree Electric, discussing the integration of "people, vehicles, and home" for smart ecosystem development and exploring industrial collaboration [1] - GAC Group will announce any specific progress in cooperation through official channels in the future [1] Group 2: Industry Context - The statement comes amid increased public interest in the potential collaboration between GAC Group and Gree Electric, highlighting the importance of verified information in the industry [1]