1月15日，"新格局・新枢纽——海南自由贸易港赋能企业全球供应链建设大会"开幕。赛力斯集团总裁 张正萍在现场发表主题演讲，分享赛力斯以"智慧重塑豪华"理念推动全球化布局、共建共赢产业链的实 践与思考。 张正萍表示，在全球化进程中，智能电动汽车的突破与发展，必须依靠整个产业链的紧密协同。赛力斯 积极携手全球顶尖伙伴，构建高效协同机制，通过积极推进产品集成化、制造集聚化、产业集群化，致 力于打造世界级的新能源汽车高端产业链。同时，携手头部伙伴共同设计、共同研发与同步生产，提升 产业协同效率，共同塑造具备全球竞争力的中国新能源汽车产业集群。 展望未来，赛力斯深化与产业链伙伴的战略协同，持续完善全球化布局，共同探索一条兼具商业价值与 社会意义的全球化发展新路径，引领中国新能源汽车产业高质量发展。 张正萍认为，面对竞争日益激烈的国内市场，全球市场拓展是中国新能源车企未来可持续发展的必经之 路。他指出："全球化绝不是简单地将国内模式复制到海外，而是要懂得尊重差异，在市场差异、文化 差异与法规差异中，找到价值融合的最佳方案。" 赛力斯坚持以长期主义经营品牌，推进"深度本地化"战略，通过本地化的产品定义、完善的服务网络、 紧 ...

然而，华为常务董事、终端 BG 董事长余承东并没有出席问界的 "成人礼"，用 "遥遥领先" 占据科技媒体的头条。取而代之的，是一段礼貌、分寸感十足 的祝贺视频。 第 100 万辆问界汽车下线了。 5 年前，与华为的合作为赛力斯带来了命运的转折。这家曾挣扎在生存线上的重庆车企，摇身一变成为新能源领域的资本明星。问界 M9 等车型的热销， 更使其实现扭亏为盈，市值突破 2000 亿。 下线仪式上，赛力斯董事长张兴海将这一成就归功于 "跨界融合" 模式，并特别感谢了合作伙伴华为。 但随着华为的朋友圈从 "一界" 扩至 "五界"，赛力斯的资本故事被稀释，不得不从 "躺平" 走向独立自主。 自研和出海是赛力斯淡化华为影响的两大战略，也是去年 11 月港股 IPO 的主要资金用途，但股价的阴跌是一场无声的公投。 华为的汽车业务同样不顺。轮值董事长徐直军牵头与北汽、长安达成 HI（Huawei Insight）模式的合作——即华为以供应商的身份，为车企提供全栈的智 能汽车解决方案。但项目阻力重重，车型上市后的销量也不及预期。业务推进乏力，这条路线逐渐在华为内部面临压力。 2020 年年末，华为将车 BU 其从徐直军带领的 ...

Core Viewpoint - The article emphasizes that in the high-end electric vehicle market, the focus should be on delivery and service quality rather than just sales volume, highlighting the importance of a stable operational system, supply chain resilience, and consistent manufacturing quality [4][6]. Group 1: Sales Milestones - The delivery of the 270,000th Wanjie M9 marks a significant milestone as it is also the 1,000,000th vehicle for the Wanjie brand, indicating a transition from growth to maturity for the company [6]. - Wanjie M9 has achieved remarkable sales, leading the market in the 500,000 yuan segment and capturing 70% of the sales in the over 500,000 yuan electric vehicle market [6][9]. - The growth trajectory of Wanjie is notable, with deliveries increasing from 76,200 units in 2022 to 944,000 units in 2023, and projected to exceed 420,000 units in 2025 [9]. Group 2: Product and Service Strategy - Wanjie has successfully launched multiple models, including the Wanjie M9, M8, and M7, creating a comprehensive product matrix that caters to various market segments [10]. - The company has established a smart service system with 375 user centers across 214 cities, enhancing customer experience through proactive service measures [10][11]. - Wanjie's approach combines product precision with comprehensive service coverage, resulting in a complete value loop that supports its rapid growth [11]. Group 3: Brand Positioning and Market Strategy - The Wanjie M9 has redefined the value logic in the high-end market by focusing on technological advancements rather than merely luxury branding [14]. - The vehicle features advanced technology, including Huawei's ADS 4 driving assistance system and a customizable interior layout, catering to diverse user needs [14][15]. - Wanjie has achieved high brand recognition and trust through strategic marketing initiatives, including collaborations with national platforms and cultural events [19][22]. Group 4: Manufacturing and Innovation - The production capabilities of Wanjie are supported by the Sairis Super Factory, which adheres to Industry 4.0 standards, ensuring high-quality and efficient manufacturing processes [17]. - The factory's automation and AI technologies enable consistent quality control and rapid response to market demands, addressing common challenges faced by new entrants in the automotive industry [17]. - Wanjie's integrated approach to technology, manufacturing, and branding has established a robust competitive advantage, positioning the company for sustained growth in the evolving automotive landscape [22].

"汽车第一城"之争愈显焦灼。 1月13日，来自重庆市经济信息委的消息称，2025年重庆汽车产业再攀新高，全年汽车产量达到278.8万辆，增长9.7%，稳居城市第一位、省市第三位。其 中，新能源汽车产量达到129.6万辆，增长36%，产业集群规模突破8000亿元。 这意味着，在深圳反超广州、短暂拿下汽车产量头名桂冠之后，又再次交出"接力棒"；而对于重庆来说，则是经过10年蛰伏后，再次回归冠军宝座。 产量之争并不是重庆此次"晋位"的全部。就在不久前，全国首块L3级自动驾驶专用正式号牌"渝AD0001Z"颁发给长安汽车。在外界看来，这意味着中国智能 驾驶迈入规模化应用的历史性阶段，而重庆则正在成为"领跑者"。 回顾近年来汽车城的你追我赶，作为新物种的新能源汽车无疑充当了"游戏改写者"的角色。如果将重庆在汽车产量与智能驾驶领域的双重突破联系起来观 察，或许能捕捉到下一轮竞逐的蛛丝马迹。 王者归来 谁抓住了新能源汽车，谁就有望夺得汽车产业的头筹。这一近年来因"汽车第一城"换位而被反复验证的"定律"，在经历"大落"后又实现"大起"的重庆身上尤 显突出。 时间倒退回2013年，重庆提出打造"中国底特律"的目标。第二年，重庆 ...

每经记者｜杨弃非 每经编辑｜刘艳美 "汽车第一城"之争愈显焦灼。 1月13日，来自重庆市经济信息委的消息称，2025年重庆汽车产业再攀新高，全年汽车产量达到278.8万辆，增长9.7%，稳居城市第一位、省市第三位。其 中，新能源汽车产量达到129.6万辆，增长36%，产业集群规模突破8000亿元。 这意味着，在深圳反超广州、短暂拿下汽车产量头名桂冠之后，又再次交出"接力棒"；而对于重庆来说，则是经过10年蛰伏后，再次回归冠军宝座。 产量之争并不是重庆此次"晋位"的全部。就在不久前，全国首块L3级自动驾驶专用正式号牌"渝AD0001Z"颁发给长安汽车。在外界看来，这意味着中国智能 驾驶迈入规模化应用的历史性阶段，而重庆则正在成为"领跑者"。 回顾近年来汽车城的你追我赶，作为新物种的新能源汽车无疑充当了"游戏改写者"的角色。如果将重庆在汽车产量与智能驾驶领域的双重突破联系起来观 察，或许能捕捉到下一轮竞逐的蛛丝马迹。 王者归来 谁抓住了新能源汽车，谁就有望夺得汽车产业的头筹。这一近年来因"汽车第一城"换位而被反复验证的"定律"，在经历"大落"后又实现"大起"的重庆身上尤 显突出。 时间倒退回2013年，重庆提出打 ...

Core Viewpoint - The passenger car sector experienced a decline of 0.58% on January 15, with Beiqi Blue Valley leading the drop, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Market Performance - The closing price for GAC Group was 8.36, with an increase of 0.60% and a trading volume of 421,100 shares, amounting to 353 million yuan [1]. - Great Wall Motors closed at 21.70, down by 0.23%, with a trading volume of 125,300 shares and a transaction value of 272 million yuan [1]. - Changan Automobile's closing price was 11.72, decreasing by 0.26%, with a trading volume of 578,900 shares and a transaction value of 679 million yuan [1]. - The closing price for Seres was 121.32, down by 0.31%, with a trading volume of 140,400 shares and a transaction value of 1.705 billion yuan [1]. - BYD closed at 95.67, down by 0.45%, with a trading volume of 295,600 shares and a transaction value of 2.836 billion yuan [1]. - SAIC Motor's closing price was 14.87, down by 1.39%, with a trading volume of 851,800 shares and a transaction value of 1.273 billion yuan [1]. - Haima Automobile closed at 7.18, down by 1.91%, with a trading volume of 844,300 shares and a transaction value of 607 million yuan [1]. - Beiqi Blue Valley closed at 8.39, down by 2.67%, with a trading volume of 1,369,200 shares and a transaction value of 1.162 billion yuan [1]. Group 2: Fund Flow Analysis - The passenger car sector saw a net outflow of 872 million yuan from main funds, while retail funds had a net inflow of 540 million yuan [1]. - GAC Group experienced a net inflow of 23.84 million yuan from main funds, while retail funds had a net outflow of 46.64 million yuan [2]. - Great Wall Motors had a net outflow of 0.7565 million yuan from main funds, with a net inflow of 15.78 million yuan from retail funds [2]. - Changan Automobile faced a net outflow of 44.50 million yuan from main funds, while retail funds had a net inflow of 28.43 million yuan [2]. - Beiqi Blue Valley had a significant net outflow of 164 million yuan from main funds, with a net inflow of 91.78 million yuan from retail funds [2]. - BYD saw a net outflow of 32.57 million yuan from main funds, while retail funds had a net inflow of 301 million yuan [2].

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies that have made significant contributions to ESG (Environmental, Social, and Governance) practices, with over 5,000 enterprises participating in the evaluation process [1][4]. Group 1: ESG Award Overview - The award was launched in November 2025 by Sina Finance ESG Rating Center, focusing on promoting sustainable development and responsible investment [1][4]. - The award emphasizes the importance of responsibility in ESG practices, symbolizing that responsibility is as valuable as gold [1][4]. - The evaluation process included comprehensive performance assessments, professional scoring, and online voting, culminating in the announcement of the award winners after three months of competition [1][4]. Group 2: Award Winners - The "Best Responsibility Initiative Award" was awarded to ten companies, including: - Fenghuo Communication - Wens Foodstuff Group - Haitian Flavoring and Food - Aier Eye Hospital - Yunnan Baiyao - Anker Innovation - Jinfa Technology - Huatai Securities - Seres - Hainengda [2][5]. - The award committee congratulated the winners and expressed hope that these companies will lead by example in enhancing their ESG capabilities and contribute to China's high-quality development [2][5]. Group 3: ESG Rating Center Introduction - The Sina Finance ESG Rating Center is the first Chinese platform dedicated to ESG information and ratings, promoting sustainable development and responsible investment [3][6]. - The center aims to establish ESG evaluation standards suitable for China's characteristics and enhance corporate ratings [3][6]. - It also publishes multiple ESG innovation indices to provide investors with more options regarding corporate ESG performance [3][6].

赛力斯集团近日发布的招股书显示，2025年上半年，赛力斯向华为支付了200亿元采购费，约占同期总收入的三分之一。按照同期销量估算，相当于每卖一 辆车，向华为支付13.6万元。从2022年至2025年上半年，赛力斯累计付给华为的采购费用超过750亿元。 | | | | | 評價 | 佔總採購額 | 英務關係 | | --- | --- | --- | --- | --- | --- | --- | | 排名 | 供應商 | 肖景 | 所提供產品／服務類型 | (人民幣千元) | 的百分比 | 開始年份 | | 1 | 供應商A | 一家主要從事IT、通信和硬件 | 零部件、配件、開發 20.035.196 | | 33.0% | 自2019年起 | | | | 設備的公司 | 服務、軟件、銷 | | | | | | | | 售推廣服務、其 | | | | | | | | 他服務 | | | | | 2 | 供應商H | 一家汽車零部件供應商,專注 | 零部件、配件 | 5.632.483 | | 9.3% 自2021年起 | | | | 於汽車內外飾、汽車座椅、 | | | | | | | | 座艙電子及被動安 ...

天眼查知识产权信息显示，近日，赛力斯（601127）集团股份有限公司申请注册3枚"艺芯智能体"商 标，国际分类为科学仪器、运输工具、网站服务，当前商标状态均为等待实质审查。 赛力斯集团股份有限公司成立于2007年5月，法定代表人为张正萍，注册资本约16.3亿人民币，经营范 围含制造、销售汽车零部件、机动车辆零部件、普通机械、电器机械、电器、电子产品等。股东信息显 示，该公司由重庆小康控股有限公司、东风汽车集团有限公司、重庆渝安汽车工业有限公司等共同持 股。 ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies and institutions that have made significant contributions to ESG initiatives in China, reflecting a shift from voluntary practices to compliance requirements in ESG performance [1][18]. Group 1: Award Categories and Winners - The award includes ten categories: Best Environmental Responsibility Award, Best Social Responsibility Award, Best Corporate Governance Responsibility Award, Best Responsibility Initiative Award, Annual Sustainable Development Award, Best Responsible Investment Bank Award, Best Responsible Investment Securities Company Award, Best Responsible Investment Insurance Company Award, Best Responsible Investment Fund Company Award, and Best Responsible Investment Asset Management Institution Award [1][18]. - The Best Environmental Responsibility Award winners include: Sungrow Power Supply, Industrial Fulian, Kweichow Moutai, Geely Automobile, Haier Smart Home, Hisense Visual Technology, Linyang Electronics, Tongwei Co., Weichai Power, and Luxshare Precision [10][28]. - The Best Social Responsibility Award winners include: China Shenhua, China General Nuclear Power, China Resources Sanjiu, Sinopec, Shougang, Wuliangye, Yangtze Power, China Telecom, China Oilfield Services, and LONGi Green Energy [10][28]. - The Best Corporate Governance Responsibility Award winners include: Zijin Mining, SF Holding, ZTE Corporation, Industrial Fulian, JA Solar, Sany Heavy Industry, Nanjing Steel, Bright Dairy, TCL Zhonghuan, and Fuyao Glass [10][28]. - The Best Responsibility Initiative Award winners include: FiberHome Technologies, Wens Foodstuff Group, Haitian Flavoring and Food, Aier Eye Hospital, Yunnan Baiyao, Anker Innovations, Kingfa Sci. & Tech., Huatai Securities, Silex, and Hainengda [11][28]. - The Annual Sustainable Development Award winners include: China General Nuclear Power, Sungrow Power Supply, Kweichow Moutai, Contemporary Amperex Technology, Zijin Mining, Hikvision, Yili, Baosteel, Chint Electric, and China Mobile [11][28]. Group 2: Responsible Investment Awards - The Best Responsible Investment Bank Award winners include: Agricultural Bank of China, Industrial and Commercial Bank of China, China Construction Bank, China Merchants Bank, Industrial Bank, and Bank of China [11][28]. - The Best Responsible Investment Securities Company Award winners include: Guotai Junan, Everbright Securities, CITIC Securities, Huatai Securities, and CICC [12][28]. - The Best Responsible Investment Insurance Company Award winners include: China Life Insurance, China Ping An, China Pacific Insurance, China Re, Sunshine Insurance, and China Life [13][28]. - The Best Responsible Investment Fund Company Award winners include: Bosera Funds, Southern Fund, China Asset Management, Penghua Fund, Huitianfu Fund, and E Fund [14][28]. - The Best Responsible Investment Asset Management Institution Award winners include: China Life Asset Management, Huaxia Wealth Management, Xingyin Wealth Management, Taikang Asset, Taikang Asset, and Galaxy Investment [15][28]. Group 3: ESG Development Context - By 2025, China's ESG development has transitioned from "setting standards" to "strengthening regulations," with a comprehensive disclosure standard system being established [1][18]. - The ESG performance of enterprises is now a compliance requirement, linking commercial value with social value [1][18]. - The ESG rating center aims to promote sustainable development and responsible investment, enhancing the ESG performance of listed companies [17][34].