Group 1 - The core point of the article is that Zhejiang Leap Motor Sales Service Co., Ltd. has increased its registered capital from 200 million to 850 million yuan [2] Group 2 - The change in registered capital indicates a significant increase of 325% [2] - This capital increase may reflect the company's growth strategy and potential expansion plans in the automotive industry [2] - The information was sourced from Tianyancha business data [2]

关注 「电动车公社」 和我们一起重新思考汽车 对于2026年汽车市场表现如何，行业里几乎都是审慎乐观的态度。 根据世界著名投行摩根士丹利的预测，中国乘用车销量会在2025年经历9%的同比增长、创造历史新高之后，在2026年回落5%。 虽然新能源销量和出口量依然会持续增长，但在补贴和购置税政策的变动下，一季度有可能会下滑30%左右，从而进一步影响全年销量。 （图源：网新社） 中国汽车行业正式进入决赛阶段，几乎成了大家的共识。悲观些的，觉得未来几年里，新能源车企只能剩下5-7家；乐观些的，这个数字也不过10家而已。 随着决赛圈逐步深入， 很可能会像何小鹏所说，"2026年的竞争更加残酷和血腥，每一家车企都会战战兢兢。" 于是……元旦这才刚刚过去一周，就有至少24款尺寸各异、定位不同、涵盖纯电/插混/增程多种动力形式的新能源车登陆工信部，堪称"神仙打架"。 按照过往的时间点来推算，这批车会集中在春节后的3月份开启预售，4月份前后上市。从二季度开始，一定会迎来新一轮的大范围厮杀。 而从 这批新车里，也能看到几个2026年的关键词： 技术迭代、配置升级，比大更大、合资反击。 1、 蔚来ES9 (3 esg esg 蔚来 ...

Core Insights - The Chinese automotive market in 2025 shows a stable total volume with a differentiated structure, indicating a new competitive norm where traditional automakers maintain dominance while new players face varied growth trajectories [3][4][5] Traditional Automakers - SAIC Group sold 4.507 million vehicles in 2025, a 12.3% increase year-on-year, with a retail volume of 4.67 million, maintaining its industry leadership [3] - Geely Automobile achieved sales of over 3.02 million vehicles in 2025, exceeding its targets and setting a 2026 goal of 3.45 million vehicles, reflecting strong growth momentum [4] - Chery Group sold 2.806 million vehicles, including 1.344 million exports, leading in Chinese passenger car exports for 23 consecutive years, with its new energy segment growing by 54.9% year-on-year [4] New Energy Vehicle Players - Leap Motor emerged as a significant player with 596,600 deliveries in 2025, marking a 103% year-on-year increase and becoming the top seller among new forces [2][4] - NIO is gradually recovering from a downturn, with a milestone of producing its one-millionth vehicle expected in early 2026, despite reporting a cumulative loss of nearly 15.7 billion yuan in the first three quarters of 2025 [2][5] - The competitive landscape for new energy vehicles is marked by a stark contrast, with some players struggling while others, like Lantu and Avita, show steady growth backed by traditional automakers [4][5] Strategic Shifts - The industry is shifting from product-centric competition to a focus on ecosystem collaboration and technological innovation, as companies aim to build resilient and innovative ecosystems [5][7] - SAIC Group emphasizes a dual strategy of technological innovation and ecosystem cooperation, launching over 20 competitive new products and collaborating with partners like Huawei and OPPO [6][8] - Companies are setting ambitious goals for 2026, with a focus on advanced technologies such as solid-state batteries, AI, and global expansion, indicating a move towards a more integrated and strategic approach to competition [8][9]

Group 1 - The core goal of Leap Motor is to achieve annual sales of 1 million vehicles by 2026, with a long-term target of over 4 million vehicles annually to become a "world-class automaker" [1] - Leap Motor's sales performance in 2025 shows a total delivery of 596,555 vehicles, a year-on-year increase of 103%, maintaining its position as the leading new force in China's automotive industry [1] - The company attributes its sales growth to a focus on technology accessibility and comprehensive in-house research and development, covering 65% of the core technology costs of new energy vehicles [1] Group 2 - Leap Motor has developed a competitive autonomous parts system and mastered all core technologies necessary for electric vehicles over the past decade [2] - In 2025, China's automotive export volume exceeded 700,000 units for the first time, with Leap Motor completing business operations in 35 countries and regions, and achieving over 60,000 overseas deliveries, ranking first among new forces in international sales [2]

文 | 数读智车老牛 编辑 | 金 晓 2020年，比亚迪卖了42.6万台车，放到2025年，要排到小鹏之后。 短短5年，比亚迪的销量猛增到454.5万台，复合增长率高达60%。 可即便如此快速的增长，比亚迪仍然迎来了最具焦虑感的一年，不但没能完成业绩指标，还被吉利、上汽、奇瑞、长安等车企疯狂追赶。 这是2025年的一个真实写照，在激荡的竞争中，中国车企正在完成走向全球前的最后积累。 12月短暂回调 政策鼓励还在延续。临近年末，多地仍然在追加汽车销售的补贴，广东、江苏、浙江、湖北、安徽、四川、山东等地进行了消费补贴，总金额超11亿元。 不过，经过长时间的狂奔，12月车企销量进入到短暂的盘整期。 | | 12月 | 合计 | 环比 | 同比 | | --- | --- | --- | --- | --- | | 比亚迪 | 414784 | 4545423 | -13% | -19.4% | | 吉利新能源 | 154264 | 1687767 | -18% | 39% | | 上汽新能源 | 143848 | 1642785 | -31% | -7% | | 特斯拉 | | 1636100 | | | | 长 ...

Group 1: Core Themes of CES 2026 - The main theme of CES 2026 is "human-centered" AI applications, marking a shift from traditional consumer electronics to AI-centric technological transformations [1] - Chinese companies are increasingly taking center stage at CES, with 942 exhibitors, accounting for approximately 22% of the total, maintaining their position as the second-largest exhibiting nation [1] - In specific sectors, Chinese firms dominate, with 55% of humanoid robot exhibitors and nearly 70% of AI glasses brands coming from China [1] Group 2: Robotics and AI Innovations - Chinese manufacturers are expected to continue leading in cost reduction and efficiency improvements in humanoid robots, showcasing their capabilities in unstructured environments [2] - Notable products include the Unitree H1 humanoid robot with advanced sensing capabilities and the latest generation of the "绝影" series robotic dogs, which excel in indoor navigation [4][11] - The "Care-bot" humanoid robot by Fourier demonstrates embodied intelligence in real-life interaction scenarios [7] Group 3: Consumer Electronics and Smart Devices - Over 80% of global smart glasses supply chain manufacturers are from China, with 16 Chinese companies showcasing their products at CES [15] - Innovations in smart home devices include the AI-driven "安安" companion robot designed for elderly and cognitively impaired individuals [16] - Companies like Alibaba and XREAL are launching advanced AI glasses, with features such as ultra-lightweight designs and integration with various AI services [19][20] Group 4: Automotive and AI Integration - The automotive industry is transitioning from "software-defined" to "AI-defined" vehicles, with companies like Geely and Great Wall showcasing new technologies [28] - Geely's G-ASD smart driving solution and Great Wall's focus on new energy technologies highlight the industry's shift towards AI integration [30][32] - New products like the AI-driven logistics solutions from New Stone and advanced lidar technology from Hesai demonstrate the growing importance of AI in transportation [34][35] Group 5: Home Appliances and AI - Hisense introduced new RGB-Mini LED display technology and AI-controlled smart refrigerators, showcasing the integration of AI in home appliances [41] - TCL's innovations in display technology, including the world's first printed OLED car screen, reflect advancements in consumer electronics [43][44] - Companies are increasingly focusing on AI capabilities in home security and smart home management systems [51][49] Group 6: Overall Impact of AI - CES 2026 emphasizes the profound impact of AI on the consumer electronics industry, with expectations for AI user numbers to grow significantly [59] - The event serves as a platform for global tech companies to set the foundation for future technological development and transformation [59] - The integration of AI into various sectors, including robotics, automotive, and consumer electronics, indicates a trend towards deeper AI adoption in everyday life [59]

天眼查工商信息显示，近日，浙江零跑汽车销售服务有限公司发生工商变更，注册资本由2亿人民币增 至8.5亿人民币，增幅325%。该公司成立于2018年8月，法定代表人为徐军，经营范围含汽车零配件零 售、汽车装饰用品销售、汽车零配件批发、 新能源汽车整车销售、新能源汽车电附件销售、机械电气 设备销售、互联网 数据服务等。股东信息显示，该公司由浙江零跑科技股份有限公司全资持股。 ...

智通财经APP获悉，高盛发布研报称，周一(5日)及周二(6日)举办中国汽车2026年管理层展望系列会 议，举行了10场线上会议，涵盖六家整车制造商(OEM)、两家零件供应商及一家经销商，参与公司包括 上汽集团(600104.SH)、小米集团-W(01810)、零跑汽车(09863)、长城汽车(02333)、赛力斯(09927)。 高盛预计中国2026年新能源车零售销量增长约10%。 在不同价格区间方面，多数企业认为17万至18万 元人民币(下同)以上车型的补贴力度基本不变，但低价车型在新政下的补贴下降幅度显著。 该行指，六家整车企业管理层均预期2026年公司销量增长区间为上升11%至68%，尽管对国内市场前景 持谨慎态度。 各家企业均料境外销量增长介乎升19%至108%，在国内市场基本持平的情况下实现明显 扩张。 多数企业管理层强调2026年将加速海外布局，包括推出更多海外版本新车型; 建立当地销售与服务渠 道。 其中，长城汽车认为除泰国外，海外市场价格竞争相对有限。新车型推陈出新，高端市场更趋拥 挤。 多数企业管理层表示今年的新车型管线十分雄心勃勃。 该行预计2026年将推出119款新车型。按价 格区间划分 ...

人民财讯1月9日电，企查查APP显示，近日，金华凌达汽车零部件有限公司成立，法定代表人为曹力， 注册资本2500万元，经营范围含汽车零部件及配件制造、汽车零部件研发、汽车零配件零售、电子元器 件与机电组件设备制造、太阳能发电技术服务等。企查查股权穿透显示，该公司由零跑汽车间接全资持 股。 ...

转自：北京日报客户端 近年来，我国新能源汽车产业迅速发展，产销量连续10年居全球首位。作为第一批造车"新势力"，零跑 汽车跑出了"加速度"。记者近日与零跑汽车创始人朱江明进行了面对面交流，探讨新能源汽车产业的热 点话题。 ——编 者 "汽车产业周期长，要坚持做一个长跑者" 问：10年前，跨领域进入汽车产业创业，遇到最大的挑战是什么？ 答：我是从1992年开始创业的，那时候机会很多，胆子大的人相对少，第一次创业是大华股份，聚焦安 防领域，企业人员规模逐步从几个人发展到上万人，这一过程中我积累了很多经验。 跨领域进入汽车产业创业，遇到的挑战很多。首先是市场竞争激烈，企业要极具竞争力才可能生存；其 次，汽车产业是重资产产业；最后，汽车产业也是技术密集型产业，是涵盖了机械、电子、外观设计等 工业技术的综合体。 汽车产业周期长，要坚持做一个长跑者。我们公司的名字"零跑"有两层意思——第一，我原来并不懂 车，所以是"从零奔跑"，全身心地投入；第二，缘起于三个"零"：寓意希望实现新能源汽车零排放、零 拥堵、零碰撞。 问：有过被质疑、想放弃的时候吗？ 答：新能源汽车的发展曾经历比较坎坷的历程。2019年，新能源汽车行业冷了下 ...