GWMOTOR(601633)
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【月度分析】2026年1月份全国乘用车市场分析
乘联分会· 2026-02-12 06:06
Overall Market - In January 2026, the retail sales of passenger cars reached 1.544 million units, a year-on-year decrease of 13.9% [14] - The decline in retail sales is attributed to complex market factors and a historical pattern of fluctuating sales in January [14] - The end of the new energy vehicle purchase tax exemption in December 2025 has led to a recovery period for the new energy vehicle market, with some consumers having made purchases in December to take advantage of the policy [14] - January 2026 saw a significant increase in exports, with passenger car exports reaching 576,000 units, a year-on-year increase of 52.0% [16] - The production of passenger cars in January 2026 was 2.003 million units, a year-on-year decrease of 4.4% [16] - The wholesale volume for January 2026 was 1.973 million units, a year-on-year decrease of 6.2% [17] New Energy Market - In January 2026, retail sales of new energy vehicles (NEVs) totaled 596,000 units, down 20.0% year-on-year [18] - The penetration rate of NEVs in the domestic market was 38.6%, while the export penetration rate was 49.6% [15] - The production of NEVs reached 938,000 units, a slight decrease of 0.6% year-on-year [18] - The wholesale volume of NEVs was 864,000 units, down 3.3% year-on-year [18] - The export of NEVs reached 286,000 units, a significant increase of 103.6% year-on-year, accounting for 49.6% of total passenger car exports [22] Company Performance - BYD, Geely, and Chery are leading in the new energy vehicle market, with BYD's sales reaching 205,518 units in January 2026 [24] - The market share of domestic brands in the new energy sector is increasing, with a notable rise in the export of new energy vehicles to Europe and Southeast Asia [15][22] - The new energy vehicle market is characterized by a shift towards higher quality products, with an increase in the proportion of high-end NEVs [15] Market Outlook - February 2026 is expected to see lower sales due to the shorter working days caused by the extended Spring Festival holiday [27] - The market is anticipated to stabilize post-holiday, with potential recovery in the entry-level electric vehicle segment [28] - The overall sentiment in the consumer market remains cautious, influenced by high costs and economic factors [28]
众捷汽车:已经与全球新能源汽车龙头比亚迪、长城汽车、上汽集团等建立了直接的业务合作关系
Ge Long Hui· 2026-02-11 14:37
Core Viewpoint - The company, Zhongjie Automotive, has established significant relationships with major multinational automotive parts suppliers and is actively expanding its presence in the domestic new energy vehicle market [1] Group 1: Major Clients - The company's primary clients include well-known multinational Tier 1 automotive parts suppliers such as Mahle, Modine, Hanon, Marelli, and ContiTech [1] - The products supplied by the company cover a wide range of international automotive brands, including Mercedes-Benz, BMW, Audi, Porsche, Volkswagen, Skoda, Ferrari, Maserati, Fiat, Tesla, Rivian, Canoo, Ford, General Motors, Chrysler, Dodge, Renault, Citroën, Volvo, Jaguar, Land Rover, Toyota, Subaru, Honda, Nissan, Mazda, Suzuki, Hyundai, Kia, MAN, DAF, Scania, and Iveco [1] Group 2: Domestic Market Expansion - The company is actively expanding into the domestic new energy vehicle market and has established direct business cooperation with leading global new energy vehicle manufacturers such as BYD, Great Wall Motors, and SAIC Motor [1]
又是长城哪些车?贾跃亭旗下FF与桥梁伙伴签署协议,开发3款新车
Xin Lang Cai Jing· 2026-02-11 10:32
Core Viewpoint - Faraday Future has signed a series of new agreements with Hebei Huanzhou Automobile Sales Co., Ltd. as part of the "China-US Automotive Industry Bridge Strategy," which involves assembling Chinese car parts in the US and selling them under the FX brand, including potential models like FX 4 [1][2][3] Group 1 - The "China-US Automotive Industry Bridge Strategy" was introduced by Jia Yueting in 2024, aiming to assemble Chinese vehicles in the US and market them under the FX brand, with FX Super One as a notable example [1][2] - Faraday Future's recent agreements with Hebei Huanzhou include collaboration on three potential models, including FX 4, indicating a strategic expansion in the US market [1][2] - Hebei Huanzhou was established on January 15, 2026, and shares a registration address with Great Wall Motors in Baoding, raising speculation about the origins of the upcoming FX models [1][3] Group 2 - Great Wall Motors has not publicly responded to inquiries regarding the FX Super One or the new agreements, maintaining a vague stance on the matter [2][3] - The sensitivity of US-China relations may limit Great Wall Motors' ability to comment further on the situation, leaving questions about the potential connection between FX's new models and Great Wall's vehicles unanswered until the actual cars are revealed [2][3]
搭激光雷达!插混动力!5/7座版本!哈弗猛龙PLUS官图曝光!
Xin Lang Cai Jing· 2026-02-11 10:21
Core Viewpoint - Great Wall Motors has unveiled the official images of the Haval Menglong PLUS, which features both five-seat and seven-seat versions, and incorporates a plug-in hybrid power system with significant upgrades in size and technology [1][8]. Group 1: Design and Features - The exterior design retains the popular "boxy" shape of the Menglong series while introducing innovative details, including a new grille style that enhances its technological appeal and decorative side window trims for improved visual recognition [4][11]. - The vehicle dimensions are 4912mm in length, 1950mm in width, and 1905mm in height, with a wheelbase of 2850mm. It is equipped with laser radar and an upgraded intelligent driving assistance system to enhance safety and smart features [6][13]. Group 2: Powertrain and Performance - The Menglong PLUS offers options for lithium iron phosphate or ternary lithium battery packs, with three different battery capacities of 23.7kWh, 33.7kWh, and 44.7kWh. The WLTC range can reach up to 191km, providing users with a worry-free long-range experience [8][15]. - It continues to feature a 1.5T engine combined with Hi4 technology, delivering a maximum power output of 115 kW and a top speed of 190 km/h, suitable for both daily commuting and off-road adventures [8][15].
连续三年研发投入超百亿元,长城汽车首次系统开放核心实验室
Xin Lang Cai Jing· 2026-02-11 09:39
长城汽车近日首次向外界系统性开放硬核试验室集群,展示其从极端环境模拟到智能交互验证的研发体 系。据介绍,长城汽车的试验室体系旨在将"体验""安全"等传统主观指标,转化为可测量、可优化的工 程参数,在市场竞争中构建差异化的体系能力。 极限环境验证:模拟全球路况与气候 据介绍,长城汽车将大量资源投入到模拟极端环境的试验能力建设上。 其自建的高海拔模拟实验室,可模拟海拔0至5000米、温度-30℃至45℃的环境。实验室通过模拟高原低 压、低氧和低温条件,对发动机与三电系统进行精准标定,以解决车辆在高原地区的性能衰减问题。 环境风洞试验室则用于模拟高温高湿、强日照辐射等全球典型气候,并对电池热管理、空调制冷等系统 进行极限耐久测试。该风洞还具备降雨、降雪模拟功能,可与实车道路测试结合,验证整车及三电系统 在复合极端环境下的可靠性与电气安全。 据悉,其智能交互体验实验室累计投入超1200万元,具备VR虚拟交互体验、HMI原型台架测试及实车 模拟驾驶等能力。通过整合Tobii眼动仪、脑电仪等设备,实验室可以采集驾驶员的注意力分布、生理 反应等客观数据,为优化交互逻辑与界面设计提供依据。 NVH(噪声、振动与声振粗糙度)实 ...
滚动更新|MSCI中国指数调整:新纳入白银有色等37只股票
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-11 01:12
Group 1 - Spot gold reached $5050 per ounce, with a daily increase of 0.54% [1] - Spot silver saw a daily increase of 1%, reaching $81.54 per ounce [1] - The gains for both gold and silver narrowed later in the day [1] Group 2 - MSCI announced its quarterly index adjustments effective after the market close on February 27, 2026 [1] - Notable additions to the MSCI China Index include 37 stocks such as Liou Co., Silver Holdings, Anji Technology, and Pony.ai [1] - The index will remove 16 stocks, including Fosun International, Great Wall Motors, and Vanke Enterprises [1]
走路还是开车去洗车?AI的回答实在没绷住,Gemini 3表现最佳;曝某北方大厂25年终奖比去年高,会超40亿;米哈游「解雇」公司常年法律顾问
雷峰网· 2026-02-11 00:43
Key Points - The article discusses various recent developments in the tech and automotive industries, highlighting significant company announcements and performance metrics [2][3][4][5][6][7][8][9][10][11][12][14][15][16][17][18][19][20][21][22][24][25][26][27][29][30][31][32][33][34][35][36][37][39][40][41][43][44][45][47][48][49][51][52][53] Group 1: AI Developments - Gemini 3 outperformed other AI models in answering a simple question about washing a car, showcasing the varying capabilities of AI in understanding context [4][5] - Baidu's Wenxin Assistant saw a fourfold increase in monthly active users, with AI-generated image and video functionalities experiencing significant growth [14][15] - The launch of Seedream 5.0 by ByteDance introduced advanced image generation capabilities, enhancing user experience in various applications [17][18] Group 2: Company Announcements - MiHoYo terminated its partnership with Shanghai Huiye Law Firm due to conflicts of interest, impacting its legal strategy [6][7] - Long-term bonuses at a major northern factory are expected to exceed 4 billion yuan, indicating strong financial performance [8][9] - NIO aims for annual profitability by 2026, with significant sales growth reported in 2025 [19][20] Group 3: Automotive Industry Insights - Toyota reported a profit of 17,000 yuan per vehicle sold, despite facing challenges in North America and Asia [44][45] - Xiaomi announced the end of production for the first-generation SU7, with nearly 370,000 units produced, while preparing for the next generation [21][22] - The automotive brand AITO, under Huawei, aims to integrate AI capabilities into its vehicles, achieving significant sales growth [36][37] Group 4: Semiconductor and Technology Partnerships - MediaTek's Dimensity series will be manufactured by Intel, marking a significant collaboration in the semiconductor industry [51][52] - The launch of the TileLang-MUSA project by Moore Threads aims to lower development barriers for domestic GPU performance [24][25] Group 5: E-commerce and Training Initiatives - New Oriental plans to establish an e-commerce training school to enhance the skills of online sellers and streamers [39] - Various e-commerce platforms announced adjustments to delivery fees during the Spring Festival, reflecting operational challenges [34][35]
长城汽车:公司致力于提供高品质产品和服务
Zheng Quan Ri Bao Wang· 2026-02-10 14:11
Core Viewpoint - Great Wall Motors (601633) emphasizes its commitment to providing high-quality products and services globally, adhering to a long-term development philosophy and focusing on precise and efficient research and development, continuous technological innovation, and brand enhancement [1] Group 1: Product Strategy - The company will not abandon the sedan category and plans to target specific market segments with product offerings [1] - Great Wall Motors aims to create standout products within the sedan category, prioritizing segments with larger market capacity and significant growth potential in the luxury market for new energy products [1] Group 2: Innovation and Supply Chain - The company is focused on building a comprehensive intelligent product system that covers all scenarios, power types, and categories, alongside a mutually beneficial supply chain system [1]
长城汽车:公司致力于通过科学、稳健的市值管理策略与可持续的股东回报机制,支持汽车产业健康、良性发展
Zheng Quan Ri Bao Wang· 2026-02-10 13:45
证券日报网讯2月10日,长城汽车(601633)在互动平台回答投资者提问时表示,长城汽车非常重视投 资者的利益,致力于通过科学、稳健的市值管理策略与可持续的股东回报机制,支持汽车产业健康、良 性发展。同时,长城汽车更致力于坚守品质红线,打造高品质产品,持续提升核心竞争力,力求为股东 创造更大价值。长城汽车秉承公开、平正、公正透明的企业文化理念,面向全球用户,坚守造车初心, 让良心造车回归本质,让诚信造车回归本质,让核心技术引领造车回归本质,让科技实现平权。在市值 管理方面,公司通过业绩说明会、股东大会、路演等多种形式,将公司的技术突破、全球化布局与生态 合作等内容,清晰转化为资本市场的价值语言,持续引导长期投资预期。同时,公司通过精细化投资者 关系管理、规划股权激励与股东回报等政策,有效优化股东结构、绑定核心人才并强化股东信任。此 外,公司通过专业化的舆情监测与市值分析,及时应对市场波动,致力于维护公司价值的合理与稳定。 针对短期股价波动,公司希望投资者客观、理性看待。 ...
长城汽车开放全新试验室,汽车测试进入"硬核时代"|最前线
3 6 Ke· 2026-02-10 13:16
在新能源汽车渗透率持续攀升、智能化竞争加速演进的当下,汽车测试已不再是传统意义上的性能验证环节,而是成为贯穿研发、生产、应用全生命周期 的"质量生命线"与"创新催化剂"。 随着汽车产业从"机械制造"向"智能移动空间"加速转型,一场围绕汽车试验场的"军备竞赛"正在中国车企间悄然展开。 近日,长城汽车首次开放全新试验室探访,对外披露了重金投入建成的智能交互试验室、环境风洞试验室等一系列汽车测试设施。 其中,智能交互试验室是长城试验体系新建设的亮点之一。该试验室于2021年启动,2022年正式投用,总投资超过1200万元。 智能交互试验室 具备VR交互体验、HMI原型台架体验、实车模拟驾驶及人因客观评价等全链路验证能力,可以进行VR虚拟驾驶体验、车机界面原型测试、实车模拟体验 等,主要用于汽车智能交互体验的提前测试与优化。 通过虚拟仿真技术,在投入实车制造前,长城便可以通过该试验室,提前对智能座舱、多模交互、场景化服务等功能进行高还原度的测试,降低了相关功能 在实车阶段的试错成本。 负责该试验室建设的工程师告诉36氪,试验室台架中,车机部分采用自研H5框架,3个工作日即可生成新功能界面。"车机团队开发完新页面就可以 ...