Domestic News - Shanghai has opened over 5200 kilometers of autonomous driving testing roads, aiming to expand the application space for intelligent connected vehicles and create a multi-level application scenario layout by 2025 [4] - The Ministry of Industry and Information Technology has released a directory revealing the range information of several new energy vehicles, with high-end models approaching a pure electric range of 1000 kilometers, such as the Tengshi Z9 with a maximum range of 1068 kilometers [5][6] - AITO brand has signed a cooperation agreement with Abu Dhabi Motors' subsidiary, Performance Plus Motors, to officially enter the UAE market for sales and after-sales operations [7] - General Motors announced that its localization rate in the Chinese supply chain has exceeded 95%, emphasizing its commitment to strengthening its business in China [8][9] - The China Automotive Technology and Research Center and Changan Automobile Group have established a parts technology company in Chongqing with a registered capital of 100 million yuan [10] - FAW has successfully installed a high-energy density lithium manganese solid-liquid battery, achieving a range of over 1000 kilometers [11] - Guoxuan High-Tech will collaborate with BASF to develop next-generation solid-state battery technology [12] - Loobo and Uber plan to launch fully autonomous taxi services in Dubai in the first quarter of 2026, marking the city's first such service [13] International News - India's automotive export value reached $12.15 billion in FY25, a 10.7% increase from the previous fiscal year, driven by record exports of passenger and two-wheeler vehicles [14] - South Korea's January imports of passenger cars increased by 38% year-on-year, with local car manufacturers also seeing a 10% increase in sales [15] - Waymo has launched fully autonomous taxi services in Nashville, Tennessee, and plans to collaborate with Lyft for expanded service [16] - Audi is accelerating the digitalization of its factories and expanding AI applications, with about 100 use cases under development [17] Commercial Vehicles - FAW Liberation has signed a strategic agreement with a Saudi dealer, marking a significant breakthrough in the Middle East market [18] - The first government-publicly procured unmanned logistics vehicle project has been implemented in Hanzhong, Shaanxi Province [19] - The U.S. International Trade Commission has made a preliminary ruling on anti-dumping and countervailing duties regarding van-type trailers and their components from Mexico, Canada, and China [20] - Beijing Automotive Group, Tongxingbao, and Huochezhijia have signed a strategic cooperation agreement to promote the large-scale implementation of pre-installed ETC systems in commercial vehicles [21][22]

2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年锰酸锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 天眼查工商信息显示， 时代长安（重庆）动力电池有限公司成立 ，法定代表人为朱云峰，注册资本10亿 元，经营范围含电池制造、电池销售、新兴能源技术研发、新材料技术研发、电子专用材料制造、电子专 用材料销售、工程和技术研究和试验发展等。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企查查 ICC 鑫椤资讯年终盘点： | 企业名称 | 时代长安（重庆）动力电池有限公司 | ...

Group 1 - The core point of the article is the establishment of a new power battery company, Times Changan (Chongqing) Power Battery Co., Ltd., with a registered capital of 1 billion yuan [1] - The company is fully owned by Times Changan Power Battery Co., Ltd., which is jointly held by CATL (Contemporary Amperex Technology Co., Ltd.), Deep Blue Automotive Technology Co., Ltd., and Changan Automobile [1] - The business scope of the new company includes battery manufacturing, battery sales, research and development of emerging energy technologies, new material technology research and development, and manufacturing and sales of electronic special materials [1]

前 言 车百智库基于我国乘用车终端销量数据，从区域、城市线级、典型城市等维度，对新能源乘用车销量的区域发展路径，下沉市场潜力及典型城市的发展模 式展开分析。 区域发展特征 我国新能源汽车产业的区域发展脉络清晰，呈现出从点到面、区域性扩散的特征。先是东南沿海地区率先起步，随后围绕珠三角、长三角、京津冀及川渝 四大核心经济区形成多点开花的发展格局，最终逐步向东北、西北等内陆省份延伸普及。 从区域分布特征来看，华东、华南地区的新能源汽车渗透率位居全国前列，占比约达54%；华北与西南川渝地区紧随其后，处于渗透率第二梯队；而西 北、东北受冬季寒冷气候的影响，新能源渗透率整体偏低，在新能源车型中，消费者往往青睐续航无焦虑的插电混动车型。 西部与东北地区新能源汽车市场仍蕴藏较大发展潜力，需立足区域资源禀赋与气候特征，实施差异化推广策略。西部区域内，川渝、陕西两省新能源汽车 产业发展走在前列，可充分发挥其产业集群优势与市场引领作用，形成辐射周边省市的联动发展效应。内蒙古、新疆地区坐拥丰富的风光清洁能源资源， 可重点探索车网互动模式，推动新能源汽车深度参与电网储能与调峰，同时结合当地旅游产业特色，拓展新能源汽车自驾租赁等应用场 ...

Core Viewpoint - Changan Automobile and CATL have launched a global sodium battery strategy, introducing the world's first mass-produced sodium battery passenger vehicle, set to be released in mid-2026, marking a significant step towards the commercialization of sodium batteries [1] Group 1: Sodium Battery Development - Sodium batteries utilize sodium ions as charge carriers and offer advantages over lithium batteries, including abundant resources, lower extraction costs, wider temperature ranges, fast charging capabilities, and lower thermal runaway risks [1] - By 2025, China's sodium-ion battery production is expected to reach 3.45 GWh, a 96% year-on-year increase, with total production of sodium battery cathodes projected to be 11,000 tons, up 101% [1] - CATL plans to apply sodium batteries on a large scale in various sectors, including battery swapping, passenger vehicles, commercial vehicles, and energy storage by 2026 [1] Group 2: Industry Insights - EVE Energy has successfully transitioned its first large-capacity sodium-ion battery energy storage system into commercial operation, marking a key breakthrough in new energy storage technology [1] - EVE Energy's sodium battery headquarters project is set to commence in December 2025, aiming to become a leading sodium battery industrialization base in China, with a 2 GWh production capacity to address market supply gaps [2] - The sodium battery industry is currently in the late stage of commercialization, moving towards growth, with completed technical validations and rapid capacity expansion [2][3] Group 3: Market Dynamics - The rising prices of lithium battery materials are a core driver for the development of sodium batteries, with expectations that sodium battery costs could drop below 0.40 yuan/Wh by 2026, nearing the price level of lithium iron phosphate cells [3] - Sodium batteries are expected to find significant applications in energy storage due to their wide temperature range, high safety, and low cost advantages, particularly in low-end applications where energy density requirements are not high [3] - Despite entering the commercialization phase, the sodium battery industry faces challenges related to technology, costs, supply chains, and market recognition, including high costs of core materials and a lack of unified manufacturing standards [3]

运营商财经网讯 运营商财经网汽车事业部刘庆表示，上榜运营商财经网推出的系列杰出榜的都是各自行业的佼佼者！ 万众期待的"2025年度商用车品牌八大杰出董事长"榜单终于正式公布！据了解，该榜单由国内知名财经 媒体运营商财经网独家打造，综合考量车企业绩表现、高管个人能力等多种因素！热烈祝贺长安凯程董 事长彭陶上榜！ 运营商财经（官方微信公众号yyscjrd）—— 主流财经网站，一家全面覆盖科技、金融、证券、汽车、 房产、食品、医药、日化、酒业及其他各种消费品网站。 公开资料显示，彭陶出生于1978年1月，今年48岁，在国企一众一把手中是较为年轻的存在。目前，他 还是长安汽车集团执行副总裁。 ...

Core Insights - Changan Automobile's Tian Shu intelligent system has demonstrated impressive performance in extreme cold conditions, achieving significant milestones in safety and technology [1][8] - The company emphasizes that true safety must withstand the harshest natural tests, showcasing its confidence in the Tian Shu system's capabilities [2] Technical Advancements - The Tian Shu system was rigorously tested in extreme environments, proving its reliability under conditions where traditional technologies might fail [2] - The system's all-domain perception capabilities were optimized for low temperatures, ensuring accurate obstacle detection even in challenging weather [3] Performance Metrics - The Tian Shu system achieved a record speed of 92.3 km/h for lane changes on icy surfaces without deviation, and maintained stability at 95 km/h during a tire blowout [4][8] - The low-temperature endurance rate for the Avita 07 model reached 61.2%, the highest in the industry, addressing a critical issue for electric vehicles [6][8] Safety Innovations - The distributed electric drive system showcased revolutionary control capabilities, allowing for independent torque control at each wheel, enhancing stability during adverse conditions [4] - The intelligent chassis demonstrated full-chain crisis response capabilities, effectively managing low-traction scenarios and optimizing torque distribution for safe navigation [5] Broader Implications - The technology developed for extreme conditions is being adapted for everyday driving scenarios, ensuring that safety features are applicable across various environments [7] - Changan's commitment to safety is reflected in its comprehensive approach to integrating safety technologies from the design phase, rather than as an afterthought [8]

中化新网讯 2月5日，长安汽车携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。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。 图为发布会现场。（企业供图） 该乘用车在-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。该电池还具备远超国标的安全性能。 早在2016年，宁德时代便启动了钠离子电池技术的研发，截至2025年，累计投入近百亿元，研发测试电 芯近30万颗，超过300名研发人员及20名以上博士参与研发。 目前，全球首款钠电量产乘用车已经在牙克石通过冬季标定，其续航、低温性、安全性、放电性能等均 已完全满足用户使用需求。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400千米以上，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175瓦时/千克，为行业最高水平。未来随着钠电产业链的高速发展，纯电续航可以升级 到500千 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [35]. Core Insights - The report highlights a recovery in the passenger vehicle sector, driven by the implementation of subsidy policies and a shift in consumer demand. It emphasizes the importance of focusing on high-end electric vehicle manufacturers that are less sensitive to policy fluctuations, such as Jianghuai Automobile and Geely [25][26]. - In the heavy truck segment, the report anticipates a positive outlook for 2026, projecting domestic sales to reach 800,000 to 850,000 units, a year-on-year increase of 3% [30][28]. - The bus market is expected to see growth in 2026, with a conservative estimate of 40,000 units sold, reflecting a 40% year-on-year increase, supported by the continuation of subsidy policies [30][29]. - The motorcycle sector is projected to achieve total sales of 19.38 million units in 2026, a 14% increase year-on-year, with a significant focus on the large-displacement motorcycle market [26]. Summary by Sections Passenger Vehicles - Short-term recovery is anticipated in the passenger vehicle sector due to established subsidy policies, with a focus on high-end electric vehicles and companies less affected by policy changes [25][26]. - Key companies to watch include Jianghuai Automobile, Geely, Great Wall Motors, and BYD, among others [25]. Heavy Trucks - In 2025, wholesale heavy truck sales reached 1.144 million units, a 26.8% increase year-on-year, with domestic sales of 799,000 units, up 32.8% [30]. - The report recommends leading heavy truck manufacturers such as China National Heavy Duty Truck Group, Weichai Power, and FAW Jiefang [30][28]. Buses - The bus market saw a slight decline in 2025, with sales of 29,000 units, down 6% year-on-year. However, a rebound is expected in 2026, with a projected 40% increase in sales [30][29]. - Recommended companies include Yutong Bus and King Long [30]. Motorcycles - The motorcycle industry is forecasted to grow, with total sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year, driven by large-displacement models [26]. - Recommended companies include Chunfeng Power and Longxin General [26].

Core Viewpoint - Changan Automobile and CATL have launched the world's first mass-produced sodium battery passenger vehicle, marking the beginning of large-scale application of sodium batteries in the passenger car sector [1][2]. Industry Development - Sodium batteries have entered a new stage of maturity and technological iteration after five years of industrial exploration, with costs stabilizing and a significant acceleration in industry layout [1]. - CATL's sodium battery has achieved a maximum energy density of 175Wh/kg and over 90% capacity retention at -40°C, with future electric range potentially reaching 500-600 km [2]. - The sodium battery's advantages include abundant resources, wide distribution, and reduced reliance on scarce minerals like lithium and cobalt, enhancing supply chain security [2]. Market Dynamics - The sodium battery is currently in the initial stage of commercialization, with lower cost and energy density compared to lithium batteries [3]. - It is expected that within 2-3 years, sodium battery energy density will reach levels comparable to lithium iron phosphate batteries, with significant cost advantages emerging when lithium prices exceed 120,000 yuan/ton [3]. - By the second half of 2026, sodium batteries are projected to achieve comprehensive competitiveness in terms of cost, even if lithium prices remain stable [3]. Technological Coexistence - The sodium battery industry is still in its early development phase, but its direction is clear, with expectations for it to play a significant role in energy transformation [4]. - The sodium battery is anticipated to enter a year of large-scale application in 2026, with promising prospects for industry scale expansion [4]. Industry Collaboration - Companies across the sodium battery supply chain are actively pursuing technological research, capacity construction, and strategic partnerships to accelerate their presence in this field [4][5]. - Notable developments include the establishment of a production base for sodium battery materials and ongoing collaborations with major players like CATL [5]. - Companies like Electric Science Blue Sky and Puli Te are advancing their sodium battery initiatives, with plans for mass production and increased output expected in the coming years [5].