设计 | 常 笑 撰文 | 轩 辕矩阵 编辑 | 黄大 路 2026年，岁次丙午，中国汽车产业在"火马年"的奔腾与热烈中，迎来了一个深具历史意义的节点。 为此，"轩辕矩阵"推出"大咖同行，认知过年"特别策划，邀请72位主机厂和供应链领袖人物和高级管理者，为《汽车商业评论》《轩辕科技评 论》以及《铃声ECHO》的读者们献上新春贺词。 如我们所看到的那样，他们并未重复传统的新春祝词，而是选择以自省式的深度洞察，共同勾勒出这份关于产业焦虑、范式革命与战略转向的 深度白皮书。 这不仅是中国汽车人的一次集体认知"补课"，更是向过去十年"唯规模论"时代的正式告别。 加入轩辕同学 ， 成就新汽车人! 站在这个从量变向质变跃迁的关键隘口，他们的发声指明了2026年中国汽车的五大核心进化方向： 经营哲学上：行业正从无序的"血酬竞争"转向价值主义，强调品牌向上与可持续的利润回血，守住长期主义的底线。 AI转型上：汽车正从单一的硬件实体向AI原生智能体跃迁，AI不仅重塑了人机交互，更彻底改变了车企的研发体系与组织效能。 全球化进程上：中国市场已由"贸易输出"转型为全球创新的生态中心，出海逻辑从简单的车辆出口升级为技术标准与本土化服 ...

本文源自：金融界AI电报 据港交所公告，贝莱德在长城汽车(02333.HK)H股的多头持仓于2月17日从7.68%增至8.22%。 ...

格隆汇2月23日｜据港交所公告，贝莱德在长城汽车(2333.HK)H股的多头持仓于2月17日从7.68%增至 8.22%。 ...

2月22日， 业内人士分析指出，将"态度短片"与"招聘启事"并置，长城汽车的意图颇为清晰：在理解年轻人选择困 境的基础上，为他们的选择提供实际的支撑。这种"先共情、后行动"的逻辑，折射出企业人才观的变 化。 长城汽车发布《人生去留》短片，聚焦青年发展话题。长城汽车供图 在汽车行业加速变革的当下，人才的竞争已从单纯的薪酬福利比拼，延伸到对企业价值观、成长空间与 人文关怀的综合考量。对于正在经历电动化、智能化转型的各大车企而言，如何吸引、留住并激发年轻 人才的创造力，直接关系到企业的创新能力和长期竞争力。 在这样的背景下，长城汽车试图在品牌与用户、企业与员工之间建立更深层的情感连接。这种"长期主 义"的沟通方式，或将向外界传递出更有温度的企业形象。 来源：中国青年报客户端 中国青年报客户端讯（中青报·中青网记者 张真齐）2月22日，长城汽车发布了一则题为《人生去留》的 短片。与多数车企在营销节点主打产品、技术或品牌形象不同，这部短片将镜头对准了一个看似与汽车 无关的话题——年轻人在去"远方"与留"家乡"之间的抉择。 记者注意到，短片以第一人称独白展开，呈现如今不少年轻人在人生路口的两难处境：是去远方闯荡未 知的天 ...

Group 1 - Great Wall Motor (GWM) is planning a European relaunch focused on hybrid and combustion vehicles, with a goal to establish a local factory by 2030 that will have an annual capacity of 300,000 vehicles [1][2] - The company aims to double its overseas sales to one million units by 2030, with Europe being a critical market for achieving this target [1][4] - GWM's initial attempt to enter the European market was unsuccessful, with sales dropping 25.4% in 2024 and nearly 30% in 2025, leading to the closure of its Munich office and a shift to the Netherlands [2][4] Group 2 - The first new launch in Europe will be the Ora 5 city car available in electric and hybrid variants, followed by two petrol-powered SUVs under the Haval brand [3] - GWM has introduced a new global vehicle platform designed to support over 50 upcoming electric, hybrid, and internal-combustion models [3] - The competitive landscape in Europe has changed since GWM's previous entry, necessitating a broader dealer network and diversified powertrain offerings beyond electric vehicles [2][3] Group 3 - BYD's European sales have significantly increased, tripling to 187,657 vehicles in 2025 from 50,912 in 2024, highlighting the competitive environment GWM is entering [4] - Globally, GWM delivered 1.32 million vehicles, marking a 7.3% year-on-year increase, with overseas sales rising 11.7% to 506,066 units, driven by markets in Australia, Latin America, South Africa, and Southeast Asia [4] - Limited access to markets like the US, India, and Japan means GWM must strengthen its European presence to meet its 2030 overseas sales target [4]

Group 1: Event Overview - The 2026 Spring Festival Gala will be broadcasted live on 10 TV channels, 9 radio frequencies, and 6 new media platforms, covering various genres including comprehensive, variety, and ultra-high-definition channels [1] - CGTN will collaborate with over 3,500 media outlets in more than 200 countries and regions to provide comprehensive coverage of the event in 85 languages [1] Group 2: Technology and Partnerships - The gala will feature significant technological elements, particularly in robotics and artificial intelligence, with confirmed partners including Yushutech, Volcano Engine, and Magic Atom [2] - Notable performances will include a martial arts display by Yushutech robots in collaboration with Henan Tagou Martial Arts School, and a skit by Songyan Power with celebrities [2] Group 3: Corporate Participation - Over 20 partners have been announced for the gala, spanning various sectors such as smart mobility, AI robotics, and the liquor industry, including companies like Huawei and Great Wall Motors [4] - At least 8 publicly listed companies are among the partners, representing industries such as liquor, automotive, and video platforms, including Wuliangye and Bilibili [5]

Core Viewpoint - The article discusses the official program list for the 2026 Spring Festival Gala, highlighting various performances and collaborations with companies across different sectors, including smart travel and artificial intelligence [1][9]. Group 1: Performance Highlights - The opening performance features "Miracles Are Coming" with artists such as Mi Xue and Xu Di [3]. - Notable performances include songs by Zhou Huimin and Liu Mintao, as well as a skit titled "Grandma's Favorite" featuring Cai Ming [3][4]. - The gala will showcase a variety of acts, including martial arts, dance, and comedy, with participation from various artists and groups [3][5][6]. Group 2: Corporate Collaborations - Over 20 partners have been officially announced for the gala, covering sectors like smart travel, artificial intelligence, and liquor [9]. - Eight of these partners are publicly listed companies, including Wuliangye, Yanghe, and Kuaishou [9]. - Specific collaborations include Jianghuai Automobile and Huawei for smart travel, and Magic Atom for intelligent robotics [10]. Group 3: Industry Impact - The gala's partnerships reflect a growing trend of integrating technology and entertainment, particularly in the fields of AI and smart travel [10]. - The involvement of major companies indicates a strategic move to enhance brand visibility during a high-profile event like the Spring Festival Gala [9][10].

Core Insights - The Chinese automotive market is experiencing a surge in consumer interest, particularly in the context of the Spring Festival and the implementation of new national subsidy policies for electric vehicles [1][5][9] - There is a notable shift in the location of car dealerships, with brands moving into shopping malls to enhance visibility and compete more effectively for consumer attention [3][4] - The acceptance of electric vehicles (EVs) is increasing in rural areas, driven by government initiatives and the growing availability of charging infrastructure [7][8][9] Group 1: Market Trends - The implementation of the new national subsidy policy has led to increased foot traffic and sales in car dealerships, especially for models priced between 60,000 to 100,000 yuan [1] - The competition among automotive brands is intensifying, with companies like Li Auto and BYD adopting innovative marketing strategies, including the use of social media to reach younger consumers [3][4] - The demand for electric vehicles is rising, particularly in lower-tier cities, as evidenced by the increasing presence of brands like BYD and Wuling in these markets [7][9] Group 2: Consumer Behavior - Price remains a decisive factor for consumers in third and fourth-tier cities, with dealerships focusing on highlighting discounts and pricing to attract buyers [3][5] - There is a growing trend of consumers upgrading to electric vehicles, with many expressing interest in models that offer spacious interiors and advanced features [5][8] - Concerns about charging infrastructure persist, with consumers indicating a preference for electric vehicles if charging facilities are adequate; otherwise, they may opt for hybrid models [8] Group 3: Infrastructure Development - The construction of charging facilities is accelerating, with projections indicating that by the end of 2025, there will be approximately 20.09 million charging points in China, marking a 49.7% year-on-year increase [8][9] - The government of Henan province plans to build 29,000 new public charging stations by 2025, significantly exceeding its annual target and addressing range anxiety for EV owners [9] - The market for electric vehicles in rural areas is expected to grow substantially, with predictions indicating that by 2030, the number of vehicles per thousand people in rural regions could reach 160, resulting in a market size of approximately 500 billion yuan [7][9]

Core Viewpoint - The 2026 Spring Festival Gala, organized by the China Central Television (CCTV), will feature a diverse lineup of performances and collaborations with over 20 partners from various industries, emphasizing technological innovation and cultural celebration [3][26]. Group 1: Event Details - The gala will be broadcast live on multiple platforms, including 10 television channels and 9 radio frequencies, as well as 6 new media platforms, reaching a global audience through 3500 media outlets in over 200 countries [15]. - The event is scheduled for February 16, 2026, at 8 PM [4][15]. Group 2: Host and Performance Lineup - The main hosts for the Beijing venue include Ren Luyu, Sa Beining, and others, with regional hosts for various sub-venues [16]. - The performance lineup includes a variety of acts such as songs, dances, and comedy skits, featuring well-known artists and groups from different regions [5][8][12]. Group 3: Partnerships and Collaborations - The gala has partnered with over 20 companies across sectors like artificial intelligence, smart transportation, and traditional industries, including notable brands such as Wuliangye and Great Wall Motors [26]. - Among the partners, 8 are publicly listed companies, indicating a significant intersection between the event and the stock market [26].

Core Viewpoint - In January 2026, China's commercial vehicle industry experienced a 23% year-on-year growth in overall sales, with the truck market growing by 28%, indicating a strong start to the year [1][3]. Group 1: Truck Market Performance - The truck market sold a total of 323,500 units in January 2026, showing a 10% decrease from December 2025 but a 28% increase year-on-year [3]. - The light truck market, which includes light trucks, small trucks, and pickups, sold 159,500 units in January 2026, reflecting a 20% month-on-month decline and an 8% year-on-year growth [3][5]. - The light truck market's 8% year-on-year growth is significantly lower than the overall truck market's growth, making it the only segment to underperform compared to the market average [5]. Group 2: Historical Context and Market Dynamics - The January 2026 light truck sales of 159,500 units rank as the fourth highest in the past decade, with the average sales for January typically around this figure [5]. - The performance in January 2026 is considered moderate, attributed to the absence of the Spring Festival impact that affected January 2025 sales [5][16]. Group 3: Company Performance and Market Share - Five companies sold over 10,000 light trucks in January 2026, with Foton leading at 36,300 units, followed by JAC, Dongfeng, Great Wall, and Jiangling [8][9]. - The top ten companies in the light truck market accounted for 88.4% of total sales, with the top five companies alone holding 62.7% of the market share [8]. - Among the top ten companies, eight experienced sales growth compared to the previous year, with Dongfeng and Farizon showing significant increases of 61% and 91%, respectively [12][14]. Group 4: Market Outlook - The light truck market in 2026 is expected to be competitive, with various companies vying for market share and performance improvements [16].