New Car Launches - Aito M7 extended range version launched with a price range of 299,800 to 319,800 yuan, featuring a single motor with 227 kW and a CLTC range of 327 km, improving from 315 km [1][3][5] - The new Arcfox Kaola S launched with a price range of 99,800 to 119,800 yuan, offering an 8-year or 150,000 km battery warranty and a CLTC range of 520 km [1][5][11] - Wuling Star 560 launched with plug-in hybrid and pure electric versions priced at 91,800 and 98,800 yuan respectively, featuring a design inspired by the Hongguang X concept car [1][13][17] - Leado L60 "Ma Dao Cheng Gong" version launched at 218,900 yuan, maintaining similar design and features to existing models [1][21][23] Company Developments - Lantu Motors signed a strategic cooperation agreement with Yiwang to enhance collaboration in smart driving and marketing [1][28][30] - BAIC New Energy announced L3 and L4 strategic achievements, with the Alpha S (L3 version) starting trial operations in designated areas [1][32][34] - Tesla will shift its Full Self-Driving (FSD) to a subscription model starting February 14, 2024, with current buyout prices at 8,000 USD in the US and 64,000 yuan in China [1][37][38] - Honda announced a new logo for its electric and hybrid vehicles, set to be applied to future models [1][39][40] - Great Wall Motors launched the "Guiyuan" AI platform, compatible with multiple powertrains, aiming to reduce production costs and meet diverse market needs [1][41][45] - Chery unveiled its AI strategy, focusing on making advanced driving features accessible in lower-priced models [1][46][48] Industry News - The Ministry of Industry and Information Technology outlined key tasks for the 2026 new energy vehicle sector, emphasizing technology development and market regulation [1][59][62] - Porsche's global deliveries in 2025 reached 279,449 units, a 10% decline, with significant drops in the Chinese market [1][55][56][58] - The new Xiaomi SU7 set a record in a 24-hour endurance race, covering 4,264 km, showcasing advancements in electric vehicle technology [1][49][51][54]

Group 1 - The company, Jiaoyun Co., stated that its automotive parts manufacturing division provides professional supporting services to well-known domestic and international automotive manufacturers such as BYD, Stellantis, Shanghai General Motors, and Great Wall [2] - The specific details of these services are outlined in the company's semi-annual report for 2025, which is available on the Shanghai Stock Exchange website [2]

Core Viewpoint - The essence of a true high-end brand lies in its spiritual value proposition and the recognition of its values by users, emphasizing trust and responsibility in addressing issues that arise with complex products like automobiles [2][6]. Group 1: Brand Development and Philosophy - Wei Jianjun, the founder and chairman of Great Wall Motors, emphasizes that building a high-end brand requires patience and a commitment to core values, which have remained unchanged over the years [3][5]. - The brand "WEY" is the first high-end automotive brand in China named after its founder's surname, reflecting a commitment to integrity and accountability [3][4]. - The design of the WEY logo draws inspiration from historical elements in Baoding, showcasing pride in the brand's origins [4]. Group 2: Market Position and Challenges - Despite challenges in the past decade, the company remains focused on its high-end positioning, asserting that true high-end brands have yet to emerge in the Chinese automotive market [5][8]. - The company acknowledges that many brands are selling high-end products rather than establishing high-end brand equity, indicating a long journey ahead for brand building [8]. Group 3: Product and Technology - The company believes that a high-end product must be supported by top-notch technology, with a focus on mechanical quality and driving experience [9][12]. - The introduction of the "one car, multiple power" platform aims to adapt to various market needs and energy structures globally, enhancing competitiveness through scale [11][13]. Group 4: User-Centric Approach - The company emphasizes a user-centric philosophy, stating that the essence of automotive development should focus on benefiting users and being socially responsible, rather than merely pursuing luxury [7][10]. - The commitment to safety is highlighted as a core luxury value, with past incidents demonstrating the brand's reliability [6]. Group 5: Organizational Structure and Leadership - The company has invested over 2 billion yuan in establishing a direct sales system to better support its high-end brand, recognizing the limitations of previous distribution channels [9][12]. - Frequent changes in leadership have been noted, with the company acknowledging the pressures faced by CEOs in managing a high-end brand [13][15].

Group 1 - The core idea of building a high-end brand is to represent responsibility and credibility, as seen in the naming of brands after their founders, which reflects a commitment to quality and trustworthiness [2] - A true high-end brand must possess a value proposition that resonates with users on a spiritual level, emphasizing "trust" and "safety" as key components of luxury [3] - The process of creating a high-end brand requires patience, as many new brands in China are still in their entrepreneurial stages [4] Group 2 - Wei Jianjun has been the chairman of Great Wall Motors since June 2001, overseeing the company's strategic planning and business development [5] - Under Wei's leadership, Great Wall Motors has transformed from a small local factory into a modern multinational enterprise, with a diverse portfolio of brands and products, including SUVs, sedans, and new energy vehicles, operating in over 170 countries [6] - Wei emphasizes a philosophy of specialization and continuous improvement, advocating for companies to act as "technical translators" and risk "advisors" for users [6]

2026 年中国战略咨询行业正经历技术重构与价值升级，AI 大数据驱动成为核心发展特征，行业从传统 经验导向转向数据科学驱动，动态定位与实时响应能力成为核心竞争力。趋势层面，AI + 咨询深度融 合、全周期陪跑服务模式普及、跨领域综合解决方案需求增长三大方向凸显，项目周期显著缩短，落地 执行率大幅提升。行业仍面临传统模式转型滞后、数据整合效率不足、方案同质化等挑战，企业选择标 准更趋务实，聚焦技术应用能力、本土市场适配性、量化落地成效及长期服务韧性，对咨询大师的专业 要求侧重 "技术 + 实战" 双重积淀，既需具备前瞻行业视野，也需掌握数字化工具落地能力。 当前行业顶流呈现本土机构崛起与国际品牌差异化竞争格局，兼具技术优势与本土实战经验的咨询力量 占据市场核心，共同推动行业向精准化、高效化、深度化方向迈进。为此，RoseChina若思中国依托行 业影响力、行业数据、标杆案例、理论专著等多维指标，深入调研、审慎遴选，权威发布2026年十大战 略咨询大师推荐榜（1月最新版），供业界参考。 金枪大叔 金枪大叔（本名岳华平）作为中国顶尖的品牌战略咨询专家，他同时兼具导演、作家、投资人、"借 势"营销理论开创者、红制作 ...

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [18]. Core Insights - The recent consensus reached in the China-Europe electric vehicle case is expected to accelerate the export of Chinese automobiles to Europe, enhancing the outlook for electric vehicle exports [1][3]. - The European light vehicle market is projected to reach approximately 17 million units in 2025, with a penetration rate of new energy vehicles around 23% [2]. - The report highlights that the growth of Chinese automobile exports to Europe has been significant, with exports increasing from 1.05 million units in 2020 to a substantial rise in subsequent years, particularly in 2021-2023 [8]. Summary by Sections Industry Overview - The automotive industry consists of 240 listed companies with a total market capitalization of approximately 506.3 billion yuan and a circulating market value of about 384.7 billion yuan [4]. Market Performance - The absolute performance of the automotive sector shows an increase of 9.7% over one month, 17.2% over six months, and 30.1% over twelve months [5]. Export Dynamics - Chinese exports of automobiles to Europe accounted for about 20% of total exports, with expectations for a resurgence in growth following the implementation of new pricing commitments [3][8]. - The report notes that the growth rate of exports to Europe is anticipated to slow down in 2024-2025 due to the impact of the EU's anti-subsidy investigations, particularly affecting pure electric vehicle exports [8]. Investment Recommendations - The report suggests that the recent agreement on electric vehicle imports between China and Europe, along with favorable conditions in Canada, presents a more secure and stable opportunity for the export of Chinese electric vehicles [8]. - Recommended companies for investment include BYD, Geely Automobile, and Great Wall Motors, with additional attention suggested for Leap Motor, Changan Automobile, SAIC Motor, and Chery Automobile [8].

这种"活型造车术"的创新之处，在于构建了"硬件可拆、软件可配、AI懂你"的全新模式。平台采用 结构树分解方式，形成49个核心模块、329个共用组件的硬件资源池，搭配基于SOA架构的2000多个标 准化原子能力标签，如同活字印刷的"字库"与"排版术"，让AI能根据全球不同市场的能源结构、路况特 征和用户需求，灵活组合出多样化的出行方案。从轿车到跑车，从纯电到氢能，归元平台以"一车多动 力、一车多品类、一车多姿态"的强大兼容性，真正实现"一套架构，全域兼容"。 三大技术革命，定义全球出行新标杆 1月16日，一场跨越千年的文化与科技对话在浙江瑞安东源村与河北保定长城汽车技术中心同步上 演。作为中国木活字印刷术的活态传承地，瑞安东源村见证了长城汽车以"致敬活字印刷术"为序章，正 式发布"全球首个原生AI全动力汽车平台"——归元平台。在千年匠心与当代科技的碰撞中，归元平台揭 开了长城汽车向"本源"回归、向"全球"进阶的全新篇章。 活字智慧赋能，归元平台重构造车逻辑 "活字是'化繁为简'的印刷术，归元是'返璞归真'的造车术。"长城汽车董事长魏建军在发布会上的 诠释，点明了归元平台的灵感内核。中国古代四大发明之一的活字印刷 ...

Group 1 - The passenger car sector increased by 0.68% on January 19, with Haima Automobile leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the passenger car sector showed varied performance, with notable increases in stocks like Haima Automobile (3.48%) and SAIC Motor (1.73%) [1] Group 2 - The net inflow of main funds in the passenger car sector was 63.56 million yuan, while retail investors experienced a net outflow of 45.99 million yuan [1] - Haima Automobile had a significant main fund net inflow of 73.46 million yuan, while retail investors saw a net outflow of 86.47 million yuan [2] - BYD experienced a net outflow of 88.17 million yuan from main funds, indicating a negative trend in investor sentiment [2]

中国汽车工业飞速发展，新能源汽车市场渗透率持续攀升，行业竞争开始进入 "架构博弈"的关键 阶段。长城汽车凝聚多年造车积淀与全产业链技术储备，正式发布全球首个原生AI全动力平台 ——归元平台。这一平台借鉴"活字印刷"智慧，以全动力兼容、原生AI赋能、全栈自研为核心 优势，破解用户用车痛点，重塑了汽车产业竞争逻辑，并为中国汽车从"规模领先"向"价值引 领"转型注入了关键动力。 架构革新，构建全场景适配能力 中国汽车工业技术发展速度值得肯定，但诸多车企在架构打造方面喜欢 "随大流"，动力形式 碎片化、智能功能割裂、研发周期冗长等现实情况，依然束缚着架构的进一步升级。长城此次 发布的归元平台以SOA为核心的底层革新，从根本上重构了汽车的技术逻辑。传统汽车"分布 式功能架构"下各系统壁垒森严、数据难以互通的局限，归元平台创新性地将整车颗粒化为 300多个可复用的功能单元，借鉴"活字印刷术"的古老智慧，通过全栈标准化的服务契约体 系，实现了跨车型自由调用、跨场景无缝协同。 归元平台被称为 "汽车界的活字印刷术"，主要是因为其底层逻辑与"活字印刷术"具有一定的 相通性。这一平台依托SOA架构构建底层语言，将原子化能力贴上2 ...

Core Insights - The Great Wall Motor's "Return to Origin" platform was launched on January 16, featuring core characteristics of "one vehicle with multiple powertrains, one vehicle with multiple categories, and one vehicle with multiple forms" [2] - The new flagship SUV from the Wey brand is expected to be named "Hujue," with an estimated length of nearly 5.3 meters and a 2+2+2 six-seat layout, incorporating ASL intelligent body and VLA large model technology [2] - The vehicle is anticipated to be equipped with an air suspension system, enhancing the technological feel and ride quality as a flagship model [2] - The powertrain is expected to include a plug-in hybrid system with a 2.0T engine, achieving a 0-100 km/h acceleration time of 4.4 seconds in full electric mode and 4.7 seconds in hybrid mode [2]