中新网2月10日电国家市场监督管理总局质量发展局网站显示，日前，上海蔚来汽车有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管 理条例实施办法》的要求，受委托向国家市场监督管理总局备案了召回计划。 自即日起，召回2018年3月16日至2023年1月16日期间生产的ES8、ES6和EC6纯电动汽车，共计246229辆。 图自国家市场监督管理总局质量发展局网站 本次召回范围内的部分车辆，由于软件问题，可能在特定条件下出现短时间的仪表及中控屏黑屏，期间无法为驾驶员提供必要的车辆信息及功能(如车速信 息、故障报警提示、除霜除雾功能等)，存在安全隐患。 上海蔚来汽车有限公司将通过远程升级(OTA)技术，免费为召回范围内的车辆升级软件至Aspen 3.5.6、Alder 2.1.0或更高版本，对于无法通过OTA技术升级的 车辆，将通过蔚来服务中心联系相关用户实施召回，以消除安全隐患。因部分车辆之前已升级优化后的软件，本次召回此部分车辆无需再次升级。 日前，浙江极氪智能科技有限公司也根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要求，受浙江吉利汽车有限公司委托 向国家市场监督管理总局备 ...

Core Viewpoint - The report from JPMorgan indicates that the performance of the Chinese automotive market in 2023 will exhibit a mixed trend reminiscent of both 2018 and 2025, with overall passenger vehicle market growth expected to decline into negative territory, similar to 2018, while market volatility may increase due to new model releases and seasonal trends, akin to 2025 [1] Market Performance - The overall performance of the automotive industry is anticipated to be relatively weak due to the decline in market growth [1] - The potential for absolute or relative returns will depend on whether corporate earnings can exceed expectations, which is expected to be more challenging amid rising costs [1] Investment Recommendations - The preferred stocks identified by the firm are Geely Automobile (00175) and China National Heavy Duty Truck Group (03808) [1] - Companies such as BYD Company (01211), Leap Motor (09863), Xpeng Motors-W (09868), and NIO Inc. (09866, NIO.US) may present noteworthy investment opportunities in March or the second quarter of this year [1] - Conversely, the rating for Li Auto-W (02015) has been downgraded to "Reduce" [1]

Group 1 - The core viewpoint of the article indicates that the performance of the Chinese automotive market in 2023 will exhibit a mixed trend reminiscent of both 2018 and 2025 [1] - The overall passenger car market growth has fallen into negative territory, similar to the situation in 2018, suggesting a potentially weak industry performance for the year [1] - Market fluctuations throughout the year may intensify due to new model releases, seasonal trends, and changes in profit expectations, akin to the dynamics observed in 2025 [1] Group 2 - The ability to achieve absolute or relative returns will depend on whether corporate earnings can exceed expectations, which is expected to be more challenging amid rising costs [1] - The preferred stocks identified by the bank are Geely Automobile (00175) and China National Heavy Duty Truck Group (03808) [1] - The bank also sees potential investment opportunities in BYD Company (01211), Leap Motor (09863), Xpeng Motors (09868), and NIO Inc. (09866) that may arise in March or the second quarter of this year [1] - Conversely, the rating for Ideal Automotive (02015) has been downgraded to "Reduce" [1]

Group 1 - The core viewpoint of the news is that the Hong Kong automotive stocks experienced a collective rise, driven by positive signals from the Ministry of Commerce regarding future automotive consumption policies [1] - The Ministry of Commerce held a meeting to discuss automotive circulation and consumption, indicating a commitment to support and reform the automotive sector by 2026 [1] - Analysts interpret the signals from the meeting as a positive indication for automotive consumption support policies, providing a clear expectation for industry stabilization and structural growth direction [1] Group 2 - BYD shares rose approximately 4% to a latest price of 96.950, while Chery Automobile increased by over 2% to 28.620 [2] - Other automotive companies also saw gains, including Li Auto (1.39% increase), Leap Motor (1.41% increase), NIO (1.29% increase), and Geely (1.15% increase) [2] - The overall positive trend in the automotive sector reflects investor confidence in the upcoming policy changes and market support initiatives [1][2]

临近春节，全球汽车行业迎来一声惊雷。 截图：微博@每日经济新闻 这场远在千里之外的金融风暴，却让许多中国消费者和投资者心头一紧。 你可能对Stellantis集团感到陌生，其实它正是与零跑汽车深度合作的欧洲巨头。 全球第四大汽车集团Stellantis，直接「暴雷」：上半年巨亏超190亿欧元（折合人民币约1550亿元），股价单日暴跌26%，暂停2026年全部股息发放，甚至 把全年营业利润率目标，砍到「低个位数」。 Stellantis集团在皮卡、大型SUV等传统燃油品类上有极强优势，而且这点非常讨好北美地区的用户，但在电动化转型中，集团却错误判断了北美消费者的接 受速度，将大量资源押注于电动皮卡、大型纯电SUV等高端高成本车型。 两年前，双方高调「联姻」。Stellantis集团以15亿欧元入股，双方共建合资公司、技术互换、渠道共享，零跑寄望靠它打通全球市场，Stellantis指望靠零跑 续命电动化，双方各取所需、野心勃勃。 如今，一方是刚刚实现盈利、毛利率翻番的中国新势力黑马，另一方却是面临生存危机、全面收缩业务的全球巨头。 几乎所有人都在问：零跑会被拖下水吗？ 图源：零跑汽车官方 砸300亿搞电动，St ...

Group 1 - The core viewpoint of the news is that Hong Kong automotive stocks have collectively risen, with significant gains observed in companies like BYD, Chery, and others, following a meeting held by the Ministry of Commerce regarding automotive consumption policies for 2026 [1] - The Ministry of Commerce plans to implement a series of measures to boost automotive consumption, including optimizing the vehicle trade-in program and conducting pilot reforms in automotive circulation [1] - Analysts interpret the signals from the Ministry's meeting as positive, viewing it as a "starting gun" for supportive automotive consumption policies in 2026, which provides a clear expectation for industry support and structural growth direction [1] Group 2 - BYD shares rose approximately 4% to a latest price of 96.950, while Chery Automotive increased by over 2% to 28.620 [2] - Other automotive companies also saw gains, with Li Auto up 1.39%, Leap Motor up 1.41%, NIO up 1.29%, and Geely up 1.15% [2] - The overall positive sentiment in the automotive sector is reflected in the stock performance of various companies, indicating investor confidence in future growth driven by government policies [1][2]

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [35]. Core Insights - The report highlights a recovery in the passenger vehicle sector, driven by the implementation of subsidy policies and a shift in consumer demand. It emphasizes the importance of focusing on high-end electric vehicle manufacturers that are less sensitive to policy fluctuations, such as Jianghuai Automobile and Geely [25][26]. - In the heavy truck segment, the report anticipates a positive outlook for 2026, projecting domestic sales to reach 800,000 to 850,000 units, a year-on-year increase of 3% [30][28]. - The bus market is expected to see growth in 2026, with a conservative estimate of 40,000 units sold, reflecting a 40% year-on-year increase, supported by the continuation of subsidy policies [30][29]. - The motorcycle sector is projected to achieve total sales of 19.38 million units in 2026, a 14% increase year-on-year, with a significant focus on the large-displacement motorcycle market [26]. Summary by Sections Passenger Vehicles - Short-term recovery is anticipated in the passenger vehicle sector due to established subsidy policies, with a focus on high-end electric vehicles and companies less affected by policy changes [25][26]. - Key companies to watch include Jianghuai Automobile, Geely, Great Wall Motors, and BYD, among others [25]. Heavy Trucks - In 2025, wholesale heavy truck sales reached 1.144 million units, a 26.8% increase year-on-year, with domestic sales of 799,000 units, up 32.8% [30]. - The report recommends leading heavy truck manufacturers such as China National Heavy Duty Truck Group, Weichai Power, and FAW Jiefang [30][28]. Buses - The bus market saw a slight decline in 2025, with sales of 29,000 units, down 6% year-on-year. However, a rebound is expected in 2026, with a projected 40% increase in sales [30][29]. - Recommended companies include Yutong Bus and King Long [30]. Motorcycles - The motorcycle industry is forecasted to grow, with total sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year, driven by large-displacement models [26]. - Recommended companies include Chunfeng Power and Longxin General [26].

Group 1 - NIO Inc. is recalling a total of 246,229 ES8, ES6, and EC6 electric vehicles produced between March 16, 2018, and January 16, 2023, due to a software issue that may cause temporary blackouts of the instrument panel and central control screen, posing safety risks [2][3] - The recall will be executed through over-the-air (OTA) software updates to versions Aspen 3.5.6, Alder 2.1.0, or higher, with users of vehicles that cannot be updated via OTA being contacted for service center appointments [2] - Users will be notified through mobile apps, SMS, and phone calls, and can also reach out to NIO's customer service for more information [3] Group 2 - Zeekr Intelligent Technology Co., Ltd. is recalling 38,277 units of the Zeekr 001 WE version, produced between July 8, 2021, and March 18, 2024, due to potential safety hazards related to high-pressure battery components that may lead to battery performance degradation and thermal runaway [4] - The company will conduct inspections or remote diagnostics on the recalled vehicles and will replace battery assemblies for those that have not yet been changed, free of charge [4] - Zeekr will also notify vehicle owners through phone, SMS, and apps, and provide emergency support services in case of battery-related issues [5]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，中国汽车流通协会发布的数据显示，1月上半月，车市销量较2025年12月同期下降34.2%，较 2025年12月下半月下降66.4%。与此同时，国内车企陆续公布的2026年销量目标相较于过去几年动辄翻 倍的激进态势，已趋于理性。 1月车市销量同比上升主要受去年同期低基数影响，而环比出现下滑，则主要源于2025年底新能源汽车 购置税免征政策即将结束，车企去年年底集中促销导致部分需求提前释放。中国汽车流通协会预计，1 月车市整体零售销量约为180万辆，环比下降20.4%，同比微增0.3%。乘用车市场信息联席分会预计， 2026年国内乘用车零售销量将与2025年基本持平，出口仍将保持10%以上的中高速增长。 面对市场正从高速增长转向平稳增长的新阶段，车企年度销售目标也普遍趋于务实。从已公布的目标 看，吉利汽车2026年销量目标定为345万辆，同比增长约14%；长安汽车目标增幅为13.3%；奇瑞汽车目 其次，汽车产业应尊重产业规律。我国新能源汽车行业创新活跃，尤其是一些新势力品牌通过快速推出 新产品、新功能吸引消费者，形成了一种以"产品快速 ...

Group 1: Market Overview - The Hong Kong stock market experienced a collective decline on February 6, with the Hang Seng Index falling by 1.21% to 26,559.95 points, and the Hang Seng Technology Index decreasing by 1.11% to 5,346.20 points [1][2] - The total market turnover for the day was HKD 247.9 billion, with net inflows from southbound funds amounting to HKD 14.859 billion, and a cumulative net purchase of HKD 56.069 billion for the week [1] Group 2: Company Performance - The stock of 澜起科技 (Lianqi Technology) surged by 39.21% in dark trading, reaching HKD 148.9 per share ahead of its listing on the Hong Kong stock market on February 9 [9][13] - 澜起科技 is a leading international company in data processing and interconnect chip design, focusing on high-performance, low-power chip solutions for cloud computing and data centers [13] Group 3: Sector Movements - The beverage sector saw gains, with 茶百道 (Cha Bai Dao) rising by 6.08%, 古茗 (Gu Ming) increasing by 3.58%, and 沪上阿姨 (Hu Shang A Yi) up by 1.15%, driven by a promotional campaign from Alibaba's 千问App [3] - The lithium battery sector also performed well, with 彩客新能源 (Cai Ke New Energy) increasing by 6.59% and 中创新航 (Zhong Chuang Xin Hang) rising by 5.57%, attributed to strong demand in the new materials sector [5][7] - In the automotive sector, 蔚来 (NIO) saw a rise of 6.95%, with other companies like 零跑汽车 (Leap Motor) and 理想汽车 (Li Auto) also experiencing gains [8] Group 4: Analyst Insights - UBS has indicated that the Asian market is expected to enter a "super cycle," driven by multiple factors that could lead to long-term growth and profitability, particularly in the technology sector [14]