【宇树科技澄清：公司未涉及申请IPO"绿色通道"相关事宜，上市工作正常推进】1月4日晚，针对相关媒体的"IPO绿通"被叫停报道，宇树科技回应称，该 报道涉及公司上市工作相关动态情况的内容与事实情况不符，公司未涉及申请"绿色通道"相关事宜。宇树科技明确，相关报道误导公众认知，已严重侵害公 司合法权益。公司已向主管部门反映，同时督促相关方撤回不实报道。"我司在此严正声明，后续将保留通过法律手段追责的权利。""目前，我司上市工作 正常推进，相关进展将依法依规进行披露，感谢社会各界对公司的关心与支持。"宇树科技表示。（中国证券网） 【国行版AI上线了？苹果回应】1月4日，有博主透露苹果公司已针对部分国行设备启动"Apple智能与Siri"功能灰度测试，获测试资格用户可在"设置-Apple 智能与AI"中开启功能，需连接电源和Wi-Fi下载更新，完成后将新增图乐园App。 部分用户反馈AI回答基于百度现有答案，疑似功能被阉割。 苹果技术顾 问回应称，截至1月4日苹果AI尚未正式上线，后续将在官网发布，仅兼容iPhone15Pro及以上机型，因算法对硬件要求较高，并警告强行通过第三方软件开 启可能影响资金和账号安全。（2 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 特朗普威胁委内瑞拉代总统：若不正确行事 将付出更惨痛代价 当地时间1月4日，央视记者获悉，美国总统特朗普在一则当日刊发的电话采访中对委内瑞拉代总统罗德里格斯发出威胁称，如果代行总统职权的委内瑞拉副 总统罗德里格斯"不正确行事"，她可能将付出比委内瑞拉总统马杜罗"更沉重的代价"。此外，特朗普还暗示，其他一些国家也可能成为美国干预的对象。他 再次强调称，"美国需要格陵兰岛，这是肯定的。" 丹麦首相：美国应停止继续威胁"吞并格陵兰岛" 当地时间4日，丹麦首相弗雷泽里克森发表声明，强烈要求美国停止继续威胁"吞并格陵兰岛"。弗雷泽里克森在声明中表示，美国无权吞并构成丹麦的任何 一个地区，当前讨论"美国需要接管格陵兰岛"这一议题"毫无意义"。 2026年育儿补贴今天开始申领 据央视新闻，记者今天（5日）从国家卫生健康委了解到，2026年度育儿补贴今天正式开始申领，凡是符合申领条件的婴幼儿，其申领人今天就可以通过支 付宝、微信平台的"育儿补贴"小程序，还有婴幼儿户籍所在省份的政务服务平台育儿补贴申领专区线上申领，也可以到户籍所在地的相关部门线下申请办 ...

Core Insights - Changan Automobile reported a total vehicle sales of 2.913 million units in 2025, marking an 8.54% year-on-year increase and achieving the highest sales in nearly nine years, with six consecutive years of positive growth [1] - The company's new energy vehicle (NEV) sales surpassed 1 million units for the first time, with a total of 1.109 million units sold in 2025, reflecting a 51% year-on-year growth [4] - The overseas market also showed strong performance, with sales reaching 637,000 units, an 18.9% increase year-on-year, contributing significantly to overall growth [4] Group 1: Sales Performance - In December 2025, Changan sold 254,800 vehicles, a 1.66% increase year-on-year [1] - The NEV segment achieved record sales with contributions from three brands: Changan Qiyuan (411,000 units), Deep Blue Auto (333,000 units), and Avita (120,000 units) [4] - The company has established a solid foundation for steady sales growth through a comprehensive brand matrix covering mainstream markets [3][4] Group 2: Strategic Initiatives - The establishment of the new central enterprise on July 29, 2025, has empowered Changan to accelerate its strategic initiatives in new energy, intelligence, and globalization [3] - Changan's technological innovations, including the "Golden Bell" battery and the SDA platform architecture, have enhanced product competitiveness and driven sales growth [4] - The "Haina Baichuan" plan has facilitated significant global expansion, with the completion of nine overseas factories and plans for 20 more in countries like Brazil and Indonesia [5] Group 3: Future Outlook - Changan aims to strengthen its core technological innovation and deepen the development of its five-brand matrix, targeting a production and sales goal of 5 million units by 2030 [5] - The company is committed to contributing to China's transition from a major automotive nation to a strong automotive nation through high-quality development [5]

• 我国发布第四批鼓励仿制药品目录 涉及抗肿瘤、神经系统、辅助生殖、放射性诊断等领域用药 •比亚迪和上汽集团2025年汽车累计销量均超过450万辆 •欧佩克：维持2025年11月初制定的产量计划，在2026年2月和3月继续暂停增产 转自：新华财经 •国务院印发《固体废物综合治理行动计划》。行动计划提出，到2030年，重点领域固体废物专项整治取得明显成效，固体废物历史堆存量得到有效管控， 非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨，主要再生资源年循环利用量达到5.1亿吨，固体废物综合治理能力和水平显著 提升。（新华社） •国家卫生健康委、工业和信息化部等部门4日公布，第四批鼓励仿制药品目录收录21个品种、47个品规，收录药品涉及抗肿瘤、神经系统、辅助生殖、放射 性诊断等领域用药。（新华社） •据文化和旅游部1月4日消息，2026年元旦假期，全国文化和旅游市场总体平稳有序，消费活力持续释放。经文化和旅游部数据中心测算，元旦假期3天，全 国国内出游1.42亿人次，国内出游总花费847.89亿元。（新华社） •市场监管总局会同有关部门近日修订发布《绿色产品认证与标识管理办法》。这标志着我国绿 ...

Group 1: Pharmaceutical Industry - The fourth batch of encouraged generic drug list includes 21 varieties and 47 specifications, covering areas such as anti-tumor, nervous system, assisted reproduction, and radioactive diagnosis [2] Group 2: Automotive Industry - BYD and SAIC Motor are projected to exceed cumulative automobile sales of 4.5 million units by 2025, with BYD's sales expected to grow by 7.73% to 4,602,436 units and SAIC's sales expected to grow by 12.32% to 4,507,518 units [2][5] Group 3: Environmental and Waste Management - The State Council issued a solid waste comprehensive management action plan aiming for significant results by 2030, including a comprehensive utilization of 4.5 billion tons of major solid waste and 510 million tons of major recycled resources annually [2] Group 4: Technology and Innovation - Beijing plans to enhance its pilot service capabilities to promote the integration of technological and industrial innovation, offering subsidies of up to 100 million yuan for new pilot platforms in key industries [2] Group 5: Energy Sector - OPEC announced it will maintain its production plan set in November 2025 and continue to suspend production increases in February and March 2026, citing stable global economic expectations and a robust oil market [3]

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上 市： 新款传祺向往M8上市，售价30.99-35.99万元； 公司动态： 一汽正式入股零跑； 吉利千里智驾完成整合； 特斯拉全球产量突破900万辆； 特斯拉2025年全球销量163.6万台； 华为乾崑智驾系统累计搭载量突破140万辆； 卓驭发布VLA多模态世界模型； ALPINA成为宝马旗下独立品牌； 宁德时代1325座换电站落成； 国内新闻： 2026年汽车国家补贴政策发布； 车企销量： 比亚迪12月乘用车销量414784台； 吉利汽车12月新能源销量154264台； 长安汽车12月销量25.48万台； 上汽通用五菱12月新能源销量96196台； 鸿蒙智行12月交付89611台； 奇瑞12月新能源销量83323台； 零跑汽车12月交付60423台； 小米汽车12月交付量超50000台； 蔚来公司12月交付48135台； 理想汽车12月交付44246台； 昊铂埃安BU12月销量 40066 台； 长城汽车12月新能源销量 38922 台； 小鹏汽车12月交付37508台 ； 北汽新能源12月销量35205台； 红旗新能源2025 ...

Investment Rating - The industry investment rating is "Buy" [6] Core Viewpoints - The report highlights the implementation of a large-scale equipment update and consumer goods replacement policy for 2026, which includes subsidies for scrapping and replacing vehicles. The policy is expected to significantly boost the sales of mid-to-high-end passenger cars [6][9][18]. - The report maintains a judgment of "price increase and stable volume" for domestic passenger car demand in 2026, indicating a positive outlook for the industry despite potential market fluctuations [18]. Summary by Sections 1. 2026 Vehicle Replacement Policy - The policy supports scrapping and replacing personal vehicles with subsidies of 12% (up to 20,000 CNY) for new energy vehicles and 10% (up to 15,000 CNY) for fuel vehicles with an engine size of 2.0 liters or less [9][10]. - It also includes support for scrapping old commercial vehicles and promoting the electrification of city buses [9][10]. 2. Market Share Tracking in PHEV Segment - The report focuses on the performance of PHEV market shares, particularly for BYD and Geely, as they adjust their market strategies and configurations [11]. - The analysis indicates significant variance in market shares due to increased supply and competitive strategies [11]. 3. Recent Report Insights - The continuation of the vehicle replacement policy aligns with expectations, and the report anticipates a rise in the proportion of mid-to-high-end passenger car sales due to the subsidy structure [18]. - The report reflects on the previous year's strategy of "emerging from deflation," which has proven to be correct, and emphasizes the importance of regulatory changes and strategic adjustments by leading companies [18]. 4. Investment Recommendations - The report suggests a "shelf-style" investment approach, recommending various companies across the passenger vehicle chain, including Geely, BYD, and others for potential growth [19]. - Specific companies are categorized into "right-side" and "left-side" targets based on their operational performance and market positioning [19].

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 延江股份：拟购买甬强科技控制权，股票停牌 延江股份公告，公司拟以发行股份及支付现金的方式购买宁波甬强科技有限公司控制权，并募集配套资金。预计本次交易可能构成重大资产重组。因有关事 项尚存不确定性，为维护投资者利益，避免对公司证券交易造成重大影响，公司股票自2026年1月5日开市起开始停牌。公司预计在不超过10个交易日的时间 内披露本次交易方案。 方大炭素：终止参与杉杉集团及其全资子公司实质合并重整 方大炭素公告，公司于2025年11月24日同意参与杉杉集团有限公司及其全资子公司宁波朋泽贸易有限公司的实质合并重整投资人招募。然而，由于尽职调查 时间短、不充分，无法对标的资产做出合理价值判断。同时，结合公司在新材料、新能源领域的战略规划，公司决定终止参与重整事项。这一决定不会对公 司的生产经营及财务状况产生不利影响，不存在损害公司及中小股东利益的情形。 铜陵有色：米拉多铜矿二期工程延期，预计将对公司2026年经营业绩产生一定影响 铜陵有色公告，公司控股子公司中铁建铜冠投资有限公司的米拉多铜矿二期工程预计将延期。该工程原计划于2025年6月建成，202 ...

ZUZSFE 同比增长8.5 总销量强势领跑 连续6年 三大新能源品牌齐创新高 海外销量乘风破浪用 本报讯 （记者冯雨瑶）在2025年汽车行业竞争白热化的市场环境中，长安汽车（000625）以一系列突破性业绩，提交了一份企业稳健向上的出色答卷。 2026年1月2日发布的销量快报显示，长安汽车2025年全年总销量强势领跑，创近9年新高。与此同时，新能源板块首破百万辆大关，三大新能源品牌齐创新 高；海外市场亦乘风破浪，再创佳绩。2025年，长安汽车以"四大维度齐创新高"的优秀成绩，系统展现了企业高质量发展的强劲势头和可持续发展的战略韧 性。 另一方面也根植于长安汽车始终坚持以科技创新，持续夯实自身核心竞争力。新能源领域，自研"金钟罩"电池、智慧新蓝鲸，以及行业首款多合一电驱等成 果相继落地；智能化领域，"北斗天枢"计划迭代至2.0版，打造了全球领先的SDA平台，发布了"新长安 新安全——天枢智能"品牌、确立了"泛安全"体系。 特别是在智能驾驶领域，长安汽车作为首批获得L3级自动驾驶产品准入许可的汽车企业，率先推动中国汽车品牌进入L3级自动驾驶时代，将技术优势直接 转化为产品竞争力与用户信任力，智能化正成为驱动企业 ...

Core Insights - Major automotive companies in China, including BYD, Changan Automobile, and Geely, reported significant sales growth for 2025, with a notable increase in overseas sales and milestones achieved by new energy vehicle manufacturers [1][2][5][7]. BYD - BYD's total sales for 2025 reached 4.6024 million units, a year-on-year increase of 7.73%, with pure electric vehicle sales growing nearly 28% and commercial vehicle sales increasing by approximately 162% [2]. - BYD's overseas exports of new energy vehicles totaled 133,200 units in December 2025, with annual overseas sales surpassing 1 million units, reflecting a 145% year-on-year growth [4]. - The total installed capacity of BYD's power batteries and energy storage batteries was approximately 285.634 GWh, marking a nearly 47% increase from the previous year [4]. Changan Automobile - Changan's total sales for 2025 reached 2.913 million units, a year-on-year growth of 8.54%, with self-owned brand sales increasing by 10.86% and new energy vehicle sales growing by about 50% [5]. BAIC Blue Valley - BAIC Blue Valley achieved significant production and sales growth, with total production reaching 206,300 units, a year-on-year increase of 127.17%, and total sales of 209,600 units, up 84.06% [6]. Geely Automobile - Geely's total vehicle sales for 2025 were 3.0246 million units, a 39% increase compared to the previous year, exceeding its annual sales target [7]. - Geely set a sales target of 3.45 million units for 2026, representing a growth of approximately 14% from 2025, with a new energy vehicle sales target of 2.22 million units, up 32% [7]. NIO - NIO reported a delivery of 48,100 units in December 2025, a year-on-year increase of 54.6%, with total deliveries for the year reaching 326,000 units, up 46.9% [8]. Li Auto - Li Auto delivered 44,200 new vehicles in December 2025, with a historical cumulative delivery surpassing 1.5 million units, expanding its market presence in Central Asia and Africa [9]. XPeng - XPeng delivered 37,500 smart electric vehicles in December 2025, with total annual deliveries of 429,400 units, reflecting a year-on-year growth of 126% [10]. - The company expanded its overseas market presence with 45,000 units delivered abroad, a 96% increase, and established 1,100 new charging stations, bringing the total to 3,000 [10].