转自：北京日报客户端 新能源是我国汽车产业实现换道超车的关键领域，北汽全年新能源汽车销售突破39万辆，同比增长 95%，自主品牌加速转型，极狐、享界实现规模倍增，北京越野新能源占比接近40%，新能源商用车同 比增长82.3%；合资品牌同步发力，北京奔驰迎来成立20周年，MMA平台首款车型全新纯电CLA下 线，北京现代启动"智启2030计划"，首款纯电平台SUV EO羿欧上市。 去年年底，我国自动驾驶领域传来重磅消息，工业和信息化部首次准许两款车型获得L3级（有条件自 动驾驶）产品准入许可，其中一款车型来自北汽极狐。今年年初，北汽开启L3级自动驾驶规模化上路 试点，在自动驾驶这一定义未来出行的关键技术竞赛中加速奔袭。 不断在智能化领域创新也是北汽持续打造"技术尖点"的缩影。北汽福田卡文推出全球首款工程化液氢重 卡，实现全产业链自主可控；海纳川公司自主研发的电动汽车驱动电机转子，成功挑战55000转/分钟超 高转速。 来源：北京日报客户端 记者1月13日从北汽集团获悉，2025年实现整车销量175.2万辆，同比增长5.6%，其中，自主品牌加速成 长，销量达107万辆，占比超60%，新能源与国际业务增速大幅跑赢行业 ...

新能源方面，北汽集团的新能源产品全年销售突破39万辆，同比增长95%。自主品牌加速新能源转型，北汽极狐、享界汽车实现规模倍增；北京越野新能源 占比接近40%；新能源商用车全面提速，产品与网络规模大幅提升，同比增长82.3%。合资品牌方面，北京奔驰迎来成立20周年，MMA平台首款车型全新纯 电CLA下线。北京现代开启"智启2030计划"，首款纯电平台SUV EO羿欧上市。 作为对比，北汽集团在2025年实现整车销量175.2万辆，同比增长5.6%。自主品牌销量达107万辆，占比达61%。其中，北汽极狐全年销售16.3万辆，同比增 长101%，连续两年销量翻倍；北京越野全年销量超20万辆，同比增长38%；享界汽车月销破万，北汽福田年销超65万辆。此外，出口30.8万辆，创历史新 高，同比增长26%。 近日，北汽集团公布2026年的销量目标，计划实现整车销量220万辆。 ...

Core Viewpoint - The article discusses the strategic transformation of Zhijie under the leadership of Zhao Changjiang, emphasizing the integration of Huawei's technology and Chery's manufacturing capabilities to create a pioneering smart electric vehicle brand. Group 1: Strategic Transformation - Zhijie 2.0 is a strategic initiative that involves a significant investment of 10 billion yuan and the establishment of a 5,000-person R&D team to enhance brand positioning and organizational structure [1][12] - The brand aims to leverage Huawei's technological leadership and Chery's manufacturing expertise to create a unique identity in the competitive electric vehicle market [1][13] - Zhao Changjiang emphasizes the need for a complete embrace of Huawei's methodologies in management, culture, and business logic to ensure the brand's success [12][14] Group 2: Market Positioning and Product Strategy - The company plans to target high-income, highly educated consumers while emphasizing the application of cutting-edge smart technology in its products [22][24] - The 2026 product lineup includes a flagship MPV (V9) and a large SUV, with a focus on enhancing user experience through advanced AI capabilities [29][36] - The brand's differentiation lies in its commitment to creating a "pioneering" identity that resonates with consumers seeking innovative technology and design [22][23] Group 3: Operational Efficiency and Supply Chain - The integration of Huawei's digital thinking into the supply chain aims to transform production processes from passive to proactive, enhancing efficiency and quality control [5][26] - The company is restructuring its production and sales coordination to ensure a seamless flow of operations, which is critical for meeting market demands [25][31] - Zhao Changjiang highlights the importance of a collaborative culture between manufacturers and suppliers, moving away from traditional adversarial relationships [7][12] Group 4: Future Outlook and Challenges - The company anticipates that the smart vehicle market will experience significant growth, with a focus on creating user-centric products that exceed current expectations [11][36] - Zhao Changjiang acknowledges the challenges of fully implementing Huawei's capabilities within the brand, estimating current progress at 20-30% [28] - The long-term goal is to achieve annual sales of one million units by 2030, establishing Zhijie as a global leader in the smart electric vehicle sector [38]

未来，中国进出口银行北京分行将充分发挥政策性金融跨周期逆周期调节作用，始终围绕国家重大产业 规划布局，为北京市汽车产业提供更广泛的金融支持，全力推动我国汽车产业高质量发展，服务好首都 现代化产业体系新布局。（阎丽梅） 编辑：王静 北京市"十五五"规划建议将新能源汽车作为重点发展领域，提出稳步提高新能源汽车比例，完善新能源 汽车补能配套设施。作为北京市重点汽车制造企业，北汽集团始终立足首都经济社会发展大局，坚持创 新驱动，推动汽车产业绿色发展。中国进出口银行北京分行与北汽集团携手十余年，不断深化战略合 作，为北汽集团旗下自主品牌新能源汽车板块发展提供一揽子支持方案。 北京新能源汽车股份有限公司作为承载北汽集团"高、新、特"三大战略中"新"的重要一环，是北汽集团 未来主要的发展方向。在北汽新能源爬坡过槛的关键时期，中国进出口银行北京分行实施差异化信贷政 策，向其提供了包括流动资金贷款、银行承兑汇票在内的综合金融服务，为企业不断推出中、高端产品 提供有力支持，全力推动中国新能源汽车自主品牌发展。 ...

Group 1 - The commercial vehicle sector experienced a decline of 0.69% on January 12, with Yutong Bus leading the drop [1][3] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Major stocks in the commercial vehicle sector showed varied performance, with Jinlong Automobile increasing by 2.51% and Yutong Bus decreasing by 2.65% [1][3] Group 2 - The net outflow of main funds in the commercial vehicle sector was 505 million yuan, while retail investors saw a net inflow of 314 million yuan [3][4] - The trading volume for major stocks included 248,600 shares for Yutong Bus and 578,000 shares for Jianghuai Automobile, with transaction amounts of 784 million yuan and 2.851 billion yuan respectively [3][4] - The fund flow analysis indicated that retail investors had a significant net inflow in several stocks, including Jiangling Motors, which saw a net inflow of 11.05% [4]

在能源结构转型、技术迭代加速与全球格局重塑的交织影响下，商用车行业竞争已远不止于销量数字的 攀升。2025年，北汽福田以全年销量超65万辆、同比增长5.9%的表现收官，不仅稳居商用车行业第 一，更通过一系列战略发布、技术突破与市场开拓，反映企业在复杂环境中的稳健韧性，展现出从"规 模扩张"向"价值创造"转型的清晰路径。 业内人士认为，中国商用车企业的竞争力正从成本与规模优势，向技术、品牌、生态及全球运营体系等 综合优势演进。北汽福田2025年的突破，既是一家企业的阶段性成果，也为中国制造业向全球产业链高 端攀升提供了有益参照。 2025年，北汽福田海外销量达16.5万辆，同比增长7.2%，全球化经营成效卓著。这一成绩的背后，是 其"全面国际化"战略持续深化的结果——企业正实现从产品贸易到本地化运营，再到全球价值链整合的 系统性跃迁。 面对行业新能源化趋势，北汽福田2025年新能源汽车销量突破10.1万辆，同比增长87.2%，市场渗透率 显著提升。这得益于企业坚持多元化技术路线、深化场景应用与构建产业生态的系统性创新。 据悉，北汽福田坚持"纯电、混动、氢燃料"三线并举，依托自主研发的"爱易科"三电系统及"启明星 ...

Core Insights - The report focuses on the market demand and investment planning for the cold chain vehicle industry in China, highlighting key players and their revenue performance [1][12]. Group 1: Industry Overview - The cold chain vehicle industry in China has limited companies primarily engaged in this sector, but the supply chain is extensive [1]. - Major listed companies in the cold chain vehicle manufacturing segment include CIMC Vehicles, Foton Motor, Dongfeng Motor, FAW Jiefang, and China National Heavy Duty Truck [1]. Group 2: Company Summaries - Foton Motor has the highest registered capital and the most bidding information among cold chain vehicle companies [12]. - Jiangling Motors, established the earliest, focuses on light commercial vehicles [12]. - CIMC Vehicles leads in semi-trailer production globally [14]. Group 3: Revenue Performance - In the first three quarters of 2025, Foton Motor reported a revenue of 454.49 billion, while FAW Jiefang and Jianghuai Automobile reported revenues of 439.96 billion and 308.73 billion, respectively [17]. - CIMC Vehicles achieved the highest gross margin at 15.17% among the listed companies [14]. Group 4: Product and Business Strategies - Foton Motor is advancing pure electric refrigerated vehicles and has delivered its first batch of cold chain vehicles [18]. - FAW Jiefang focuses on long-distance cold chain vehicles, promoting the JH6 model [18]. - Jianghuai Automobile is developing a range of refrigerated vehicles to cover various lengths and applications [18]. - CIMC Vehicles is exploring the development of new energy semi-trailers for the North American market [18].

Core Insights - In 2025, BAIC Group achieved a total vehicle sales of 1.752 million units, marking a year-on-year growth of 5.6%, with its self-owned brand sales reaching 1.07 million units, showcasing strong performance in new energy and international business [1][5] Group 1: Sales Performance - BAIC's self-owned passenger vehicle sales experienced explosive growth, with total sales exceeding 1.07 million units, accounting for 61% of total sales, driven by several star models [1] - BAIC Arcfox sold 163,000 units, achieving a remarkable year-on-year growth of 101%, with models like Arcfox T1 and the new Alpha T5 contributing significantly [3] - BAIC Foton maintained its position as the industry leader with over 650,000 units sold, focusing on new energy, internationalization, and heavy trucks [3][5] Group 2: International Expansion - BAIC Group's exports reached a record high of 308,000 units, representing a year-on-year increase of 26%, outpacing the industry growth rate by 7.3 percentage points [5] - The company has established a presence in over 130 countries and regions, with successful launches of new models in various international markets [5] Group 3: New Energy Development - BAIC's new energy vehicle sales surpassed 390,000 units, reflecting a year-on-year growth of 95%, with significant contributions from BAIC Arcfox and Enjoy [7] - The company is accelerating its transition to new energy, with a notable increase in the proportion of new energy vehicles in its product lineup [7][14] Group 4: Technological Innovation - BAIC Group is investing in technological innovation, focusing on core technologies such as power batteries, electric drive, intelligent cockpit, and hydrogen fuel commercial vehicles [11][14] - The company has received approval for L3 conditional autonomous driving vehicle products, marking a significant advancement in intelligent driving technology [12] Group 5: Corporate Responsibility and Community Engagement - BAIC Group is committed to enhancing its corporate image by contributing to the economic and social development of Beijing, including donations and strategic partnerships [16] - The company has engaged in various promotional activities to support the development of the western region of China [16] Group 6: Future Outlook - For 2026, BAIC Group aims to achieve total vehicle sales of 2.2 million units, reinforcing its core strategy of "one main and five transformations" to contribute to high-quality economic development [19]

IT之家 1 月 12 日消息，奇瑞 iCAR 汽车今日宣布：iCAR V27 首台量产车下线。 据IT之家此前报道，奇瑞 iCAR V27"方盒子 SUV"定位智能硬派大五座 SUV，外观延续家族"方盒子"设计，也是 iCAR 品牌迄今最大车型、家族首款增程车 型，将于今年第一季度正式上市。 1976mm 5055mm (备胎款) 车身尺寸方面，新车长宽高分别为 4909*1976*1855/1894mm，轴距为 2910mm。另外，新车采用竖向排列尾灯组，配备侧开尾门、外挂式备胎和粗壮的后保 险杠。 内饰方面，新车采用了经典的 T 形中控台布局、悬浮式的中控屏，还配有实体按键以及驾驶模式切换旋钮。 IL 4 星际座舱 通透大空间的舒适体验 「星际舷窗」双天幕 99.9%紫外线过滤 2%透光率 新车整体延续了硬派的方盒子造型，采用前脸采用撞色设计前格栅、椭圆形的灯组、粗壮的前保险杠设计。新车还采用了传统样式门把手，突出的轮拱配合 造型动感的五辐轮圈，还在翼子板等细节加入动感的黑色装饰件。 V27 V27头次前响 V27 后排座椅放倒 角度归零 随时躺平 V27 车内美高 1.5m 真正的头等舱,不可能"头顶 ...

一边是"双碳"目标加速落地，新能源车型成了政策优先级最高的变量;一边是终端运营要求越来越细， 干线物流、城市配送、专用车市场对产品性能、服务体系、合规要求开始提出精细化门槛。 2025年，福田汽车（600166）累计销量超65万辆，重卡翻倍增长，新能源同比增长近九成。按过去的评 价体系，这样的增速已经足够亮眼。但要真正读懂福田的变化，不能只看数字，更要看福田汽车2025年 做了哪些事。 福田汽车能在复杂市场中稳住头部位置，并保持高质量增长，靠的正是各细分车型之间的协同推进。重 卡打开干线物流主战场，轻卡、微卡稳扎城市配送末端，新能源产品线则在多个场景下实现渗透提速。 面对商用车应用加速走向低碳化与智能化，福田主动把新能源和智能技术真正嵌入到运营效率之中。总 结福田汽车2025年的动作，构建一个真正适配变化市场的商用车企业。 摆脱传统商用车规模为王的旧路径 今年，福田汽车累计销量超过65万辆，同比增长6%，如果只盯着数据上的增长幅度，一定会忽视福田 2025年的质变，将重卡和新能源两个板块拆开来看，就会发现福田汽车2025的增长已经摆脱传统商用车 以规模为王的旧路径。 2025年，福田重卡累计销量超14万辆，同 ...