国内新闻 国外新闻 商用车 点 击 蓝 字 关 注 我 们 本文全文共 3595 字，阅读全文约需 12 分钟 目录 国内新闻 1 1.深圳加速智能网联汽车商业化 2.中国充电联盟:1-2月充电基础设施增量为91.8万个 3.小鹏汽车成立Robotaxi业务部 4.海马汽车:未来将进一步降低氢能汽车制造端和使用端成本 5.理想汽车建成超4000座超充站 首座自动充电站将于Q2落地 6.东风风行携FRIDAY与星海V9亮相曼谷车展 7.阿里千问推出打车新功能 8.华为乾崑智驾车位到车位累计使用超5000万次 1.美国汽车购买平台电动车相关搜索量上升了约20% 2.马斯克宣布将在美国建设芯片制造中心 3.丰田将向美国工厂投资10亿美元 4.铃木全资收购固态电池企业Kanadevia 1. 吉利远程与港理工深化产学研合作 2. 特斯拉纯电动重卡Semi正式进入规模化交付新阶段 3. 比亚迪亮相深圳国际商用车生态博览会 4. 玉柴客车发动机出口非洲 深圳加速智能网联汽车商业化 时间:2026.3.24 来源:网通社 3月23日，深圳市发改委发布《深圳市2026年优化市场化营商环境工作方案》，明确提出加快智能网联汽 车 ...

Core Insights - The main focus of the news is the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of March 23, with notable performances in sectors such as automotive, power equipment, and coal [1][2][3] Group 1: Stock Performance - BYD saw a capital inflow of 1.731 billion, with a price increase of 5.47% [2] - GCL-Poly Energy experienced a capital inflow of 1.426 billion, with a price increase of 7.64% [2] - Shunhao Co. reported a capital inflow of 1.018 billion, with a price increase of 9.97% [2] - Jinfat Technology had a capital inflow of 711 million, with a price increase of 10.02% [2] - Wolong Electric Drive received a capital inflow of 710 million, with a price increase of 8.04% [2] Group 2: Sector Analysis - The automotive sector, represented by BYD and Haima Automobile, showed strong capital inflows, indicating investor confidence [1][2] - The power equipment sector, including GCL-Poly Energy and Wolong Electric Drive, also attracted significant capital, reflecting growth potential [1][2] - The coal sector, represented by Shanxi Coal and China Shenhua, displayed mixed performance with varying capital inflows and stock price changes [1][3]

Group 1 - The company maintains an open and cooperative attitude, actively seeking win-win opportunities through communication with various partners [2] - The company commits to fulfilling information disclosure obligations in a timely manner for any cooperation matters that meet disclosure standards [2]

Core Viewpoint - Haima Automobile is actively working on its operational plans and aims to deliver solid performance to reward investors. The company's 2026 operational plan will be disclosed in the 2025 annual report [1]. Group 1 - The management is fully committed to advancing various operational strategies [1]. - The company emphasizes the importance of delivering tangible results to its investors [1]. - The upcoming 2026 operational plan will be revealed in the 2025 annual report [1].

Group 1 - The core point of the article is that Haima Automobile reported a total of 182,804 shareholders as of February 13, 2026 [2]

Core Viewpoint - Haima Automobile (000572.SZ) currently has no plans for autonomous taxi services and will disclose its 2026 business plan in the 2025 annual report [1] Group 1: Company Plans - The company is the only complete vehicle manufacturer in Hainan and aims to seize opportunities presented by the opening of the market [1] - Haima Automobile is focused on contributing to industry development and planning its own layout in response to market changes [1]

Core Viewpoint - Haima Automobile currently has no plans for deploying autonomous taxis in Hainan Province and will disclose its 2026 business plan in the 2025 annual report [1] Group 1 - Haima Automobile responded to investor inquiries regarding plans for autonomous taxis, stating there are no current plans [1] - The company emphasized its position as the only complete vehicle manufacturer in Hainan and its intention to leverage opportunities presented by the island's upcoming customs closure [1] - Investors were reminded to pay attention to the company's future developments, particularly in relation to the 2026 business strategy [1]

Group 1 - The core viewpoint of the article highlights the growing interest in hydrogen fuel cell vehicles and the company's collaboration with Toyota in this sector [2][3] - The company, Haima Automobile, has launched 50 units of its hydrogen energy vehicle model 7X-H in Hainan for demonstration operations [2] - The cumulative mileage of these vehicles has exceeded 2 million kilometers, validating the reliability and safety of the product, although it is still in the demonstration phase [2]

Core Insights - The article discusses the extreme cold weather testing conducted by the Shaanxi Fast Group in Heilongjiang, China, focusing on the performance of their intelligent products in harsh winter conditions [2][5][9] Group 1: Testing Overview - The testing period lasted from December of the previous year to February, with flexibility in timing based on testing needs and data results [2] - The testing site was in Heilongjiang, with a focus on various road conditions including highways and closed test tracks [2] - The core products tested included AMT transmissions, automatic transmissions for special vehicles, hydraulic retarders, electric steering systems, and electronic braking systems (EBS) [2] Group 2: Challenges Faced - Engineers faced numerous challenges, including low-temperature cold start performance, sensor responsiveness, and fluid viscosity changes affecting system performance [3][4] - A significant incident involved a test vehicle experiencing multiple sensor failures, requiring on-site repairs in extreme conditions [3] - Another challenge was the freezing of the engine's oil lines, which was addressed using a steam heater to thaw the system [4] Group 3: Performance Results - The overall performance of the intelligent products met the expected validation goals, revealing issues that could not be replicated in laboratory conditions [5][6] - The EBS system showed remarkable reliability and responsiveness in cold conditions, maintaining performance similar to that in normal temperatures [6] - The AMT system demonstrated improved low-temperature shifting success rates due to refined software calibration [6] Group 4: System Integration and Collaboration - The testing highlighted new challenges in system integration, particularly when multiple intelligent products were used together [6] - Solutions were developed for managing braking forces to prevent wheel lock-up and maintain vehicle stability [6] Group 5: Technological Innovations - The R&D team introduced innovative solutions to address low-temperature challenges, including a comprehensive low-temperature cold start strategy for AMT [7] - The EBS system was optimized for reliability and responsiveness across various road conditions [7] Group 6: Data Utilization and Industry Impact - The testing generated vast amounts of data, which will drive software iterations and hardware design optimizations for future products [8] - The successful completion of the cold weather tests positions the company as a leader in the commercial vehicle parts industry, setting a benchmark for technological advancement [9]

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive market is experiencing a significant shift with new energy vehicle brands showing varied sales performance, highlighting the advantages of brand recognition [1][22] - Over twenty provinces and cities in China have introduced subsidy policies to stabilize the automotive market amid downward pressure [2][26] - Internationally, Canada is opening up to cooperation with Chinese electric vehicle manufacturers, indicating a trend towards collaborative ventures in the automotive sector [3][42] Summary by Sections Market Overview - In January 2026, several new energy vehicle brands reported their delivery volumes, with significant year-on-year growth for some, such as Hongmeng Zhixing, which delivered 57,915 vehicles, a 65.6% increase [1][20] - The overall market is characterized by a "year-on-year increase, month-on-month decrease" trend, with many companies launching attractive financing options to stimulate demand [22][23] Policy Developments - The Chinese government has rolled out various consumer incentives, including trade-in and purchase subsidies, to support automotive consumption [2][26] - The Canadian government is set to announce new fuel efficiency standards and reintroduce purchase subsidies for electric vehicles, reflecting a shift in policy towards supporting the automotive industry [3][42] Investment Recommendations - The report suggests focusing on companies with strong brand recognition and systematic capabilities, as they are likely to present long-term investment opportunities [4] - The anticipated positive impact of government policies on the automotive market is highlighted, along with the potential for Chinese automotive companies to expand internationally [4]