Core Viewpoint - Changan Automobile, in collaboration with CATL, has unveiled the world's first sodium battery mass-produced passenger vehicle, expected to launch in mid-2026 [2][4]. Group 1: Sodium Battery Characteristics - Sodium batteries are gaining attention as an alternative to lithium batteries, with CATL's chairman highlighting the resource advantages of sodium, which is 421 times more abundant in the earth's crust compared to lithium [5]. - The sodium battery's low-temperature performance and safety features address concerns regarding electric vehicles, with the first sodium battery vehicle demonstrating nearly three times the discharge power at -30°C compared to conventional lithium iron phosphate models [5][7]. - The sodium battery's energy density reaches 175Wh/kg, positioning it among the highest in the industry, and future advancements could increase electric range to 500-600 km [7]. Group 2: Market Potential and Growth - The sodium battery industry is entering a critical growth phase, with global shipments expected to reach 9GWh by 2025, marking a 150% year-on-year increase [8]. - By 2030, the global market for sodium batteries in energy storage is projected to reach 580GWh, while the automotive sector is expected to exceed 410GWh [8]. - CATL's sodium battery development began in 2016, with nearly 10 billion yuan invested by 2025, and the company plans to establish over 3,000 battery swap stations across more than 140 cities by 2026 [8].

Core Viewpoint - The article discusses the advancements and market outlook for sodium-ion batteries, highlighting their performance metrics and safety features, as well as their integration into electric vehicles by Changan Automobile and CATL [2][3][5]. Group 1: Sodium-Ion Battery Performance - CATL's sodium-ion batteries will be installed in Changan passenger vehicles for winter testing, marking a significant step in their commercial application [2]. - Sodium-ion batteries have achieved a pure electric range exceeding 400 kilometers, with potential upgrades to 500-600 kilometers as the industry matures [3][4]. - The energy density of the cells can reach up to 175 watt-hours per kilogram, which is currently the highest in the industry [4]. Group 2: Performance in Extreme Conditions - Sodium-ion batteries demonstrate superior performance in extreme cold, with discharge power nearly three times that of conventional lithium iron phosphate batteries at -30 degrees Celsius [5]. - At -40 degrees Celsius, the energy retention rate can exceed 90%, eliminating the need for battery heating, and stable discharge is achievable even at -50 degrees Celsius [5]. Group 3: Safety Features - Sodium-ion batteries have passed rigorous safety tests, including puncture and crushing tests, without catching fire or exploding, even when fully charged [5].

2月5日下午消息，长安汽车发布2026年1月全球销量交付数据。在行业传统淡季与主动调整内部交付节 奏的背景下，长安汽车实现170831辆的全球交付量。经典车系方面，长安CS75系列1月销量达17822 辆，环比增长11.6%，其全球累计销量已突破300万辆大关；长安逸动系列1月销量14760辆，实现连续 11个月销量破万。新能源方面，深蓝S05累计销量已突破17万辆；长安启源品牌1月全系交付14759辆， 其中AQ系列车型交付同比上涨35.2%。启源A06上市后累计交付突破21460辆，启源全新Q05累计交付达 13078辆，并正加速登陆东南亚市场。（新浪科技 ） ...

Core Insights - Chongqing is leading the smart connected electric vehicle sector, with a projected annual automobile production of 2.7877 million units by 2025, including 1.2961 million electric vehicles, which is 30 times the production in 2020 [2] - The city is undergoing a significant industrial transformation, shifting from traditional manufacturing to a smart connected ecosystem, thereby accelerating the creation of new high-quality development momentum [2] Innovation Ecosystem - The Chongqing Liangjiang Collaborative Innovation Zone has nurtured nearly 1,000 hard-tech companies and facilitated around 1,500 technology transfer achievements [3] - Companies like Chongqing Zhongke Yaolu Information Technology have developed domestic firsts in 3D glue quality online detection systems, achieving over 20 times growth in five years [3] - Long-term R&D investments by companies such as Changan Automobile exceed 5%, with significant advancements in software and hardware integration [3] Industry Development - Chongqing has established seven national-level enterprise technology centers and three industrial innovation complexes, forming an integrated development pattern of "software + intelligence + hardware" [4] - The region's innovation ecosystem has attracted companies like Beidou Zhili Technology, which has achieved over 3 billion yuan in annual sales and over 12% in R&D investment [4] Industrial Cluster - Chongqing is implementing a world-class smart connected electric vehicle industrial cluster development plan, transitioning from individual efforts to collective action [6] - Changan Automobile reached a milestone of producing its 30 millionth vehicle in just over four years, showcasing the rapid growth of the brand [6] - The city has gathered over 1,200 large-scale component manufacturers, achieving comprehensive coverage of electric vehicle components [6] Supply Chain Optimization - The establishment of a "factory within a factory" model has enhanced supply chain efficiency, with local production and supply capabilities significantly improving response times [8] - Companies like CATL have set up local production facilities within the Seres Super Factory, achieving production adjustments in just 20 minutes [8] - This model has led to a 50% improvement in supply chain collaborative innovation capabilities, streamlining the number of primary suppliers [8] Strategic Vision - Chongqing aims to achieve a local supply rate of 70% for smart connected electric vehicle components by 2027, fostering a deeply integrated industrial ecosystem [7] - The city is leveraging technological innovation and comprehensive chain layout to drive exponential growth in the smart connected electric vehicle industry, aspiring to become a globally influential hub [9]

每经AI快讯，长安汽车联手宁德时代在牙克石举办"长安汽车天枢智能新安全成果发布暨钠电战略全球 发布会"，长安汽车正式发布全球钠电战略，全球首款钠电量产乘用车也正式亮相。长安汽车旗下阿维 塔、深蓝、启源、引力等多品牌，未来都将搭载宁德时代钠新电池。据宁德时代介绍，其钠电芯的最高 能量密度达175Wh/kg，纯电续航可以升级到500km甚至600km，增混续航突破300km甚至400km。与此 同时，2026年，宁德时代将在全国快速落成超过3000座巧克力换电站，布局超过140城。（21财经） ...

【#长安汽车遭销量市值双重压力# ，#长安汽车启动最高20亿元回购计划#】继多家车企于本月首日披 露1月战绩后，新央企长安汽车（000625.SZ）的销量数据也终于揭开谜底。 2月4日晚间，长安汽车（000625.SZ）连发两份关键公告：一份显示公司2026年1月销量13.47万辆，同 比大幅下滑超过50%；另一份则宣布，公司正在筹划不低于10亿元且不超过20亿元的回购计划，旨 在"减少公司注册资本"。 就在几天前的2月2日，长安汽车股价最低探底至11元/股，创下近年新低，公司市值不足1100亿元。 经国务院批准，中国长安汽车于2025年7月27日注册成立。7月28日开盘后，当日在A股市场的收盘价为 13.42元，涨幅为3.24%。Wind数据显示，截至自新央企成立以来，公司股价已下跌13.69%，市值站在 千亿关口。 最新的销量数据显示，2026年1月，长安汽车销量134701辆，同比大幅下滑51.14%，其中自主品牌销量 100110辆，同比下降58.46%；新能源汽车销量36621辆，同比下降45.74%。 ...

Core Insights - Changan Automobile achieved global deliveries of 170,831 vehicles in January 2026, demonstrating resilience in both classic and new energy product lines despite a traditionally slow season and internal adjustments [1][3][16] Group 1: Sales Performance - The Changan CS75 series, a flagship model, sold 17,822 units in January, marking an 11.6% month-on-month increase and surpassing 3 million cumulative sales, joining the "three million club" among domestic SUV brands [5] - The Changan Eado series sold 14,760 units in January, maintaining over 10,000 monthly sales for 11 consecutive months and becoming the top-selling domestic fuel sedan in 2025 [5] Group 2: New Energy Growth - The Deep Blue brand showcased strong performance with the Deep Blue S05 surpassing 170,000 cumulative sales, remaining a member of the "10,000 monthly sales club" [7] - The Changan Qiyuan brand delivered 14,759 units in January, with the AQ series seeing a significant year-on-year increase of 35.2% [7] - The Qiyuan A06 model quickly exceeded 21,460 cumulative deliveries, setting a record for the fastest delivery of a state-owned enterprise's new energy mid-size sedan [7] Group 3: Strategic Initiatives - Changan is advancing its "Shangri-La" plan for new energy, establishing a matrix of three global smart new energy brands: Avita, Deep Blue, and Changan Qiyuan, with solid-state batteries expected to enter vehicle verification by Q3 2026 [9] - The "Beidou Tianshu" plan for smart technology is being implemented, featuring a leading central network SDA platform and the launch of the "New Changan New Safety" brand, which emphasizes comprehensive safety [11] - The "Haina Baichuan" plan for global expansion has seen Changan's products sold in 117 countries, with 41 models launched and 19 overseas KD projects completed [14] Group 4: Future Outlook - 2026 is designated as the first year of the "14th Five-Year Plan," focusing on "steady progress and quality improvement," with a commitment to enhancing core competitiveness through systematic actions [16] - Changan aims to transform into a smart low-carbon mobility technology company, striving to become a world-class automotive brand driven by innovation and safety [16]

搭载宁德时代钠新电池的这款车，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3 倍，-40℃极寒下容量保持率超90%，甚至在-50℃的极端环境下还能稳定放电。 根据实测数据，宁德时代钠电池搭配其第三代CTP系统成组技术，纯电续航可达400km以上，再通过宁 德时代BMS智能管理策略的精准控制，可以实现"表显即所得"，而电芯的最高能量密度达175Wh/kg， 也是行业最高水平。未来随着钠电产业链的高速发展，纯电续航可以升级到500km甚至600km、增混续 航突破300km甚至400km，这可以覆盖新能源市场上50%以上的续航需求。 2月5日，长安汽车携手宁德时代举办发布会，长安汽车发布全球钠电战略，全球首款钠电量产乘用车也 正式亮相。同时，长安汽车旗下阿维塔、深蓝、启源、引力等多品牌，未来都将搭载宁德时代钠新电 池。 （文章来源：新京报） ...

新京报贝壳财经讯(记者林子)2月5日，长安汽车（000625）携手宁德时代（300750）举办发布会，长安 汽车发布全球钠电战略，全球首款钠电量产乘用车也正式亮相。同时，长安汽车旗下阿维塔、深蓝、启 源、引力等多品牌，未来都将搭载宁德时代钠新电池。 搭载宁德时代钠新电池的这款车，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3 倍，-40℃极寒下容量保持率超90%，甚至在-50℃的极端环境下还能稳定放电。 根据实测数据，宁德时代钠电池搭配其第三代CTP系统成组技术，纯电续航可达400km以上，再通过宁 德时代BMS智能管理策略的精准控制，可以实现"表显即所得"，而电芯的最高能量密度达175Wh/kg， 也是行业最高水平。未来随着钠电产业链的高速发展，纯电续航可以升级到500km甚至600km、增混续 航突破300km甚至400km，这可以覆盖新能源市场上50%以上的续航需求。 ...

汽车行业的价格战与成本压力正将这家老牌车企推向转型关键点。 继多家车企于本月首日披露1月战绩后，新央企长安汽车（000625.SZ）的销量数据也终于揭开谜底。 2月4日晚间，长安汽车（000625.SZ）连发两份关键公告：一份显示公司2026年1月销量13.47万辆，同比大幅下滑超过50%；另一份则宣布，公司正在筹划不 低于10亿元且不超过20亿元的回购计划，旨在"减少公司注册资本"。 | 产品类别 | 产量(辆) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 累计 | 同比 变动 | 本月 | 去年同期 | | 长安汽车 | 164,576 | 181,212 | -9.18% | 164,576 | 181,212 | -9.18% | 134,701 | 275,700 | | 其中: | | | | | | | | | | 自主品牌 | 131,909 | 142,776 | -7.61% | 131,909 | 142,776 | - ...