Core Viewpoint - The Chinese automotive industry is facing a slowdown in sales growth due to policy adjustments and the holiday season, aligning with predictions of a market shift in 2026 [1][2]. Industry Overview - According to Morgan Stanley, Chinese passenger car sales are expected to grow by 9% year-on-year in 2025, reaching a historical high, before declining by 5% in 2026 [2]. - Despite continued growth in new energy vehicle (NEV) sales and exports, a potential decline of around 30% in the first quarter is anticipated due to changes in subsidies and purchase tax policies, which may further impact annual sales [4]. - The industry consensus indicates that the Chinese automotive sector is entering a decisive phase, with pessimistic views suggesting that only 5-7 NEV companies may survive in the coming years, while optimistic estimates suggest a maximum of 10 [5]. Competitive Landscape - As competition intensifies, new models are set to launch, with over 20 different NEV models preparing to enter the market post-Spring Festival, indicating a fierce battle for market share in the upcoming months [6][7]. - The focus of new vehicle launches is on high-end features, with three key themes identified: high-end, high-end, and high-end [8]. New Model Highlights - The new Li Auto L9 features a larger size and advanced technology, including a 72.7 kWh battery and various high-tech components, positioning it as a critical product for Li Auto's success this year [11]. - The Xiaomi YU7 GT, with enhanced performance specifications, aims to compete directly with high-end models like the Porsche Cayenne Turbo GT [15]. - The AITO M6, a new model from AITO, is designed to target the market segment dominated by Model Y and Li L6, offering both pure electric and range-extended versions [19]. - XPeng's GX model aims to leverage L4-level autonomous driving technology, featuring advanced specifications and a focus on high-end market penetration [26]. - The Wey V9X, as a new model from Great Wall Motors, is positioned to compete with other large SUVs in the market, although pricing details are yet to be announced [31]. - The Volvo ES90, a pure electric sedan, is part of Volvo's accelerated electrification strategy, sharing technology with the EX90 and focusing on safety, range, and intelligence [44]. - The Zeekr 8X performance version emphasizes extreme performance and rapid charging capabilities, set to compete with the Xiaomi YU7 GT [49].

国家知识产权局信息显示，重庆赛力斯凤凰智创科技有限公司取得一项名为"自动化测试方法、装置、 电子设备及存储介质"的专利，授权公告号CN119126755B，申请日期为2024年9月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 财经频道更多独家策划、专家专栏，免费查阅>> 天眼查资料显示，重庆赛力斯凤凰智创科技有限公司，成立于2023年，位于重庆市，是一家以从事软件 和信息技术服务业为主的企业。企业注册资本122225万人民币。通过天眼查大数据分析，重庆赛力斯凤 凰智创科技有限公司参与招投标项目2次，专利信息2832条，此外企业还拥有行政许可2个。 ...

Group 1 - The core point of the article is that Seres Automotive Co., Ltd. has obtained a patent for a "control method and system for vehicle turn signals" with the authorization announcement number CN119283763B, applied on November 2024 [1] - Seres Automotive Co., Ltd. was established in 2012 and is located in Chongqing, primarily engaged in the automotive manufacturing industry [1] - The registered capital of Seres Automotive Co., Ltd. is approximately 1,063.73 million RMB [1] Group 2 - According to Tianyancha data analysis, Seres Automotive Co., Ltd. has invested in 10 companies and participated in 26 bidding projects [1] - The company has a total of 537 trademark information entries and 4,736 patent information entries [1] - Additionally, Seres Automotive Co., Ltd. holds 142 administrative licenses [1]

证券日报网讯2月6日，赛力斯（601127）在互动平台回答投资者提问时表示，公司将持续提升互动响应 效率，及时传递公司经营信息，切实做好投资者沟通工作。 ...

证券日报网讯 2月6日，赛力斯在互动平台回答投资者提问时表示，二级市场股价波动受市场情绪、行 业变化、宏观经济等多方面因素综合影响，公司始终高度重视全体股东利益，持续聚焦于主营业务与产 品创新，不断提升自身的核心竞争力，推动公司实现高质量、可持续发展，努力为股东创造长期价值。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 2月6日，赛力斯在互动平台回答投资者提问时表示，公司密切关注国际市场动态，正在 积极布局海外市场，推进高端智能电动汽车出海战略。 ...

Core Insights - The AITO M9 successfully passed various tests in extreme cold conditions, showcasing its robust performance due to the capabilities of the Seres Magic Cube Technology Platform 2.0 [1][2] - The platform emphasizes AI-driven smart electric vehicles, enhancing safety, energy management, and user experience through advanced technology upgrades [1][2] Group 1: Technology and Performance - The Seres Magic Cube Technology Platform 2.0 provides a stable and efficient performance, ensuring user safety in harsh environments [1] - The platform features a smart range-extended electric solution that leads the industry in energy efficiency management, NVH control, and power safety protection [1] - The intelligent chassis integrates four key characteristics: responsive control, ride comfort, and a blend of intelligence and safety redundancy, maintaining balance even in extreme conditions [1] Group 2: Architecture and Safety - The EEA architecture has been upgraded from distributed regional control to a centralized vehicle control system, enhancing vehicle perception, decision-making, and execution efficiency [1] - The modular and platform-based design of the smart space allows compatibility across multiple vehicle types and sizes, responding effectively to diverse market demands [2] - The innovative "scene-defined safety" concept establishes a comprehensive intelligent safety system covering life protection, vehicle body protection, health care, and privacy protection [2] Group 3: Market Positioning and Strategy - The exceptional performance of the AITO M9 in extreme conditions reflects the ongoing evolution of the Seres technology system [2] - The company aims to anchor itself in the high-end new energy vehicle sector, driving product upgrades through technological innovation [2] - The focus is on transitioning from "function stacking" to "technology leadership" and from "parameter competition" to "experience victory" in the Chinese new energy vehicle market [2]

天眼查资料显示，赛力斯汽车有限公司，成立于2012年，位于重庆市，是一家以从事汽车制造业为主的 企业。企业注册资本1063727.9999万人民币。通过天眼查大数据分析，赛力斯汽车有限公司共对外投资 了10家企业，参与招投标项目26次，财产线索方面有商标信息537条，专利信息4723条，此外企业还拥 有行政许可142个。 国家知识产权局信息显示，赛力斯汽车有限公司申请一项名为"BOM中台系统、数据处理方法、电子设 备及存储介质"的专利，公开号CN121455966A，申请日期为2025年11月。 专利摘要显示，本申请涉及车辆技术领域，公开了BOM中台系统、数据处理方法、电子设备及存储介 质，BOM中台系统包括启用阶段不同的第一BOM模块，第二BOM模块和第三BOM模块，每个启用阶 段中仅启用其中一个BOM模块。本申请将BOM中台系统与产品生命周期管理系统进行数据交互，从而 提高不同系统之间的协同效率。本申请通过划分明确的启用阶段并配置相应的BOM模块与处理逻辑， 实现了BOM数据从构建、编码到属性完善的全流程自动化与协同化管理，有效提升了数据准确性和处 理效率。同时为不同用户配置相应的处理端口，以便于不同用户 ...

Core Viewpoint - The company, Fu'ao Co., Ltd., emphasizes its independence as a publicly listed entity and its commitment to market-oriented operations, stating that it is not limited to supplying only to FAW Group and has a diverse customer base in the automotive industry [2]. Group 1: Customer Base and Orders - Fu'ao Co., Ltd. has established a customer base that includes major automotive manufacturers such as Chery, Geely, Changan, BYD, Great Wall, as well as new energy vehicle companies like Seres, NIO, Xpeng, and Leap Motor [2]. - In 2024, the company secured 307 new orders, with 142 of these from external markets, resulting in external order revenue accounting for 48% of total revenue, and over 80% of these orders being in the new energy sector [2]. - For the first half of 2025, the company obtained 141 new orders, with 62 from external markets, leading to external order revenue making up 44% of total revenue, and over 70% of these orders being in the new energy sector [2]. Group 2: Strategic Initiatives - The company has been progressively increasing its external market revenue share, indicating a continuous optimization of its revenue structure and diversification [2]. - Fu'ao Co., Ltd. is advancing its large chassis integration strategy, focusing on expanding its presence in the new energy sector and external markets through acquisitions of core assets, concentrating on its main business development, and laying out plans in forward-looking fields to enhance its core competitiveness in new energy [2]. - The company aims to further promote product structure upgrades and improve profitability while seizing opportunities in the electric and intelligent development of the automotive industry [2].

证券日报网讯2月5日，赛力斯（601127）在互动平台回答投资者提问时表示，公司坚持"既服务好车， 又要服务好人"，为用户打造贯穿售前、交付及售后的新豪华服务体系，打造全周期、全链路的卓越用 车体验。 ...