21智讯1月16日电，长安汽车在投资者关系活动中表示，公司围绕'1+N+X'战略布局机器人业务，以人 形机器人为主线，覆盖生产制造、门店及家庭等多应用场景。关键技术方面联合头部科技企业研发大模 型与核心算力设施，产品规划按近-中-远期三步走，力争2028年实现人形机器人量产，2030年推出商用 航线飞行汽车，加速推动具身智能与新兴产业落地。 ...

Sales Performance - In 2025, Changan Automobile's total sales reached 2.913 million units, a year-on-year increase of 8.5%, marking a nine-year high [1] - New energy vehicle (NEV) sales exceeded 1.1 million units, up 51% year-on-year, with a compound annual growth rate (CAGR) of 97.3% during the 14th Five-Year Plan [1] - Overseas sales reached 637,000 units in 2025, an 18.9% increase, with a CAGR of 50.5% during the same period [1] - The sales target for 2026 is set at 3.3 million units, a 13.3% increase, with NEV sales projected at 1.4 million units (up 26.2%) and overseas sales at 750,000 units (up 17.7%) [5] Brand Development - During the 14th Five-Year Plan, Changan launched three smart NEV brands: Avita, Deep Blue, and Changan Qiyuan [2] - Avita has maintained over 10,000 units in monthly sales for 10 consecutive months, while Deep Blue surpassed 700,000 units in sales within three years [2] - A total of 24 NEV models were launched, including 6 from Avita, 6 from Deep Blue, and 7 from Changan Qiyuan [2] Technological Advancements - Changan's self-developed battery brand "Jinzhongzhao" has superior thermal insulation performance, outperforming the industry by 30% [2] - The company has introduced the world's first multi-in-one electric drive and a hybrid engine with a thermal efficiency of 44.39% [2] - The "Beidou Tianshu" intelligent safety plan has evolved to version 2.0, focusing on comprehensive safety across various dimensions [3] Global Expansion - Changan's global sales network expanded from 63 countries in 2020 to 117 countries by 2025 [4] - The company established 7 spare parts centers and 5 service engineering centers globally, covering over 100 countries [4] - The number of overseas models increased from 17 to 41 during the 14th Five-Year Plan, including 25 fuel vehicles and 16 NEVs [4] Future Goals - By 2028, Changan aims to achieve cumulative sales of 40 million units for Chinese brands and break through 5 million units in annual production and sales by 2030, with NEVs accounting for over 60% [5] - The company plans to launch 43 new models over the next three years, including 35 NEVs and 8 fuel-efficient vehicles [6] - Continuous investment of over 5% of revenue in R&D is planned, focusing on AI, software, and next-generation battery technologies [7]

买车两年，承诺的智驾系统更新基本没兑现，智驾供应商更换之后，更是长期等待解决方案未果。在深蓝S7i车主林先生加入的车主维权群内，多位车主 投诉称遭遇同样情况。截至发稿前，前述问题仍未得到解决。 南都·湾财社记者就车主们反映的问题发采访函给深蓝汽车，但截至发稿前未获回复。 车主投诉：花1.5万元买的高阶智驾包 两年没兑现 近期，广东中山车主林先生反映，2024年1月份，他购买了一台深蓝S7i 200max增程版，购车两年，厂家智驾OTA承诺的内容并没有兑现。他表示，购车 时对方承诺的高阶智驾包迟迟没有推送，智驾功能存在严重故障但被告知只能"等OTA升级"。当他向客服或及售后反映这个问题时，对方一直答复"会尽 快联系处理"，但是至今问题得不到解决。 "经销商给我的回复，就是厂家没有中断更新。实际上，我从买车到现在已两年，操作系统有升级，但更看重的智能驾驶仅更新过一次。"林先生称，该车 型的新款车型已经不用Deepl AD智驾了。至于如何解决，目前多方的说法就是"等待更新"，却没有后续解决方案。 "我们这个智驾包花了15000元买的配置，后续完全不更新，这等于花智驾版的钱，享受的却是普通版服务，甚至还没有普通版更新 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，重庆长安汽车软件科技有限公司，成立于2019年，位于重庆市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本9900万人民币。通过天眼查大数据分析，重庆长安汽车软件 科技有限公司参与招投标项目27次，专利信息38条，此外企业还拥有行政许可3个。 国家知识产权局信息显示，重庆长安汽车软件科技有限公司取得一项名为"一种自动驾驶安全通过汇流 道的纵向决策规划方法"的专利，授权公告号CN114872728B，申请日期为2022年4月。 财经频道更多独家策划、专家专栏，免费查阅>> ...

Group 1 - Chongqing Changan Automobile Co., Ltd. has applied for a patent titled "An Air Conditioning Control Method, System, and Vehicle," with publication number CN121316495A, and the application date is November 2025 [1] - The patent involves vehicle control technology, specifically focusing on an air conditioning control method that determines target parameter values for controlled parameters based on the heating needs of the passenger compartment [1] - The controlled parameters include evaporation temperature and the opening degree of the hot and cold air doors, utilizing a control optimization model to optimize these target parameter values for more precise air conditioning control [1] Group 2 - Chongqing Changan Automobile Co., Ltd. was established in 1996 and is primarily engaged in the automotive manufacturing industry, with a registered capital of 991,408.606 million RMB [2] - The company has invested in 120 enterprises and participated in 5,000 bidding projects, holding 3,116 trademark information records and 5,000 patent records, along with 1,056 administrative licenses [2]

1月14日，中国长安汽车与宁德时代在重庆签署为期五年的全面深化战略伙伴关系备忘录，围绕技术应 用、市场拓展、模式创新、海外布局及品牌传播等方向开展合作。 乘联分会：2025年皮卡市场销售58.9万辆，同比增长11.8% 1月15日，乘联分会数据显示，2025年12月份皮卡市场销售5.2万辆，同比增长8.8%，处于近5年的高位 水平。2025年1-12月份皮卡市场销售58.9万辆，同比增长11.8%。2025年12月份皮卡生产为4.8万辆，同 比增长5.2%，处于近5年的中高位水平。2025年1-12月份皮卡市场生产57.5万辆，同比增长14%。 宁德时代与中国长安汽车签署五年深化战略合作备忘录 广汽本田新飞度正式上市 1月15日，广汽本田新飞度正式上市，售价6.68万元，全国限量发售3000台。新飞度新增10.1英寸中控大 屏，支持CarPlay等无线互联。 李斌开年内部讲话：预计2025年第四季度盈利目标可实现，推动AI在全业务链条落地 1月15日，智通财经获悉，1月14日，蔚来汽车CEO李斌发表新年首次内部讲话。他表示，蔚来在去年第 四季度交付4万辆全新ES8，每辆车均有稳健毛利，预计2025年第四季度盈 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 1．重庆长安汽车股份有限公司（以下简称"公司"）本次回购注销原32名激励对象已获授但尚未解除限 售的A股限制性股票共1,161,948股，占回购注销前公司总股本的0.01%。 2．中国证券登记结算有限责任公司深圳分公司确认已于2026年1月15日办理完成公司本次部分限制性股 票回购注销事宜。本次注销符合法律、行政法规、部门规章、规范性文件、公司章程、股权激励计划等 的相关规定。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 3．本次回购注销完成后，公司总股本由9,914,086,060股减少至9,912,924,112股。 公司于2025年9月26日召开第九届董事会第四十五次会议，并于2025年10月24日召开2025年第一次临时 股东大会，审议通过了《关于调整A股限制性股票激励计划回购价格及回购注销部分限制性股票的议 案》。详细内容见2025年9月27日披露在巨潮资讯网（www.cninfo.com.cn）及《中国证券报》《证券时 报》《证券日报》《上海证券报》的《关于调整A股限制性股票激励计划 ...

●项目总投资约55亿元，新建年产25GWh动力电池生产基地，建成后可为长安汽车旗下品牌提供 新能源汽车动力电池配套 ●预计今年一季度正式开工，2027年下半年正式投产。投产后预计可实现年产值约100亿元 该项目由时代长安动力电池有限公司主导投资建设，总投资约55亿元，计划用地约1000亩，新建 年产25GWh动力电池生产基地。项目立足"技术领先的新能源动力电池配套基地"定位，将导入宁 德时代最新一代电池制造工艺，推出系列前沿产品。建成后可为长安汽车旗下品牌提供新能源汽 车动力电池配套，实现核心零部件本地化供应。目前，项目已完成选址地块平场工作，预计今年 一季度正式开工，2027年下半年正式投产。投产后预计可实现年产值约100亿元，带动约2500人就 业。 "该项目是'川渝合作、双向赋能、成果共享'的示范性项目，具有链主效应和示范带动作用。"川 渝高竹新区管委会常务副主任赵冬表示，项目将吸引动力电池及上下游企业集聚，加快形成引进 一个、带动一串、辐射一片的产业集群格局， ●将吸引动力电池及上下游企业集聚，推动新区承接东部新能源汽车产业转移 本报讯（甘文颖 四川日报全媒体记者 伍力）1月14日，时代长安动力电池项 ...

Core Insights - The automotive market in 2026 is characterized by significant differentiation in sales targets among major car manufacturers, with a total target exceeding 21.55 million units, approximately 63% of the 2025 domestic sales volume [1] - Traditional automakers are focusing on stable growth rates of 10% to 30%, while new entrants and cross-industry brands are setting aggressive targets of 34% to 67.5%, indicating a strong push for market share [1] Summary by Company - **Geely**: Set a sales target of 3.45 million units for 2026, a 14% increase from 2025, with a focus on 2.22 million units of new energy vehicles (NEVs), achieving a penetration rate of 64.3% [1] - **Chery**: Aims for 3.2 million units, a 14.03% increase from 2025's 2.81 million units, with plans to launch 17 key models [2] - **Dongfeng Group**: Targets 3.25 million units, a 30% increase from 2025, with 1.7 million NEVs and 600,000 units for export [2] - **Great Wall Motors**: Sets a more conservative target of 1.8 million units, a 36% increase from 2025's 1.32 million units [2] - **Leap Motor**: Aims for 1 million units, a 67.5% increase from 2025's 596,600 units, leveraging core technology and a competitive parts system [2] - **Xiaomi**: Targets 550,000 units, a 34% increase from 2025's 410,000 units, emphasizing a stable expansion strategy [3] - **NIO**: Plans for a sales range of 456,000 to 489,000 units, maintaining a growth rate of 40% to 50% [3] - **GAC Toyota**: Sets a conservative target of 800,000 units, a 3.6% increase from 2025 [3] - **SAIC Volkswagen**: Aims for 1 million units, maintaining 2025 levels, with plans for 7 new NEV models [3] Market Dynamics - The automotive industry is shifting from incremental expansion to competition within existing market shares, with varying growth rates reflecting companies' strategies and market conditions [4] - Traditional automakers are generally targeting growth rates between 13% and 30%, with NEV sales growth rates significantly higher, indicating a consensus on NEVs as the main growth driver [4] - New energy vehicle sales targets are notably higher than overall sales targets, with Geely and Changan targeting 32% and 26.2% growth rates respectively [4] Strategic Considerations - The high growth targets set by new entrants are driven by the need for scale to improve cash flow and profitability, but achieving these targets will require strong organizational capabilities [5] - Key factors influencing the achievement of sales targets include the rollout of new energy products, success in overseas markets, and the overall capability of the companies [6] - The industry is expected to see a 4.3% growth in exports, with companies like BYD targeting 1.5 to 1.6 million units for overseas sales [6]

Core Insights - The automotive market in 2026 is characterized by significant differentiation in sales targets among major car manufacturers, with a total target exceeding 21.55 million units, approximately 63% of the 2025 domestic sales volume [1] - Traditional automakers are focusing on stable growth rates of 10% to 30%, while new entrants and cross-industry brands are setting aggressive targets ranging from 34% to 67.5%, indicating a strong push for market share [1] Summary by Company - Geely aims for a sales target of 3.45 million units in 2026, a 14% increase from 2025, with a focus on 2.22 million units of new energy vehicles, achieving a penetration rate of 64.3% [1] - Chery targets 3.2 million units, a 14.03% increase from 2025, with plans to launch 17 key models focusing on electrification and intelligence [2] - Dongfeng Group sets an ambitious target of 3.25 million units, a 30% increase from 2025, with a focus on 1.7 million new energy vehicles and 600,000 exports [2] - Great Wall Motors adopts a more cautious approach with a target of 1.8 million units, reflecting a 36% increase from 2025 [2] - Leap Motor aims for 1 million units, a 67.5% increase, building on a strong 2025 performance of 596,600 units [2] - Xiaomi targets 550,000 units, a 34% increase, emphasizing a production strategy driven by orders [3] - NIO sets a sales target range of 456,000 to 489,000 units, maintaining a growth rate of 40% to 50% [3] - GAC Toyota's target is 800,000 units, a modest 3.6% increase, while SAIC Volkswagen aims for 1 million units, maintaining its 2025 target [3] Market Dynamics - The differentiation in sales targets reflects a shift from incremental expansion to competition within existing market shares, with the difficulty of achieving these targets closely tied to each company's base, product layout, and systemic capabilities [4] - Traditional automakers are generally targeting growth rates between 13% and 30%, with a notable emphasis on new energy vehicle sales growth, which is significantly higher than overall growth targets [4] - New energy vehicles are recognized as the main growth engine, with companies like Geely and Changan setting ambitious growth targets for their new energy vehicle sales [4] - The aggressive targets set by new entrants are seen as a response to the need for scale, cash flow improvement, and valuation support, although they face challenges in converting scale into systemic strength [5] Key Factors for Target Achievement - The success of sales targets hinges on three main dimensions: the rollout of new energy products, effectiveness in overseas market expansion, and the overall systemic support capabilities of the companies [5] - Companies like Geely and Changan are expected to achieve their targets due to stable completion rates and robust channel layouts, while some joint venture brands may face risks of market share erosion despite conservative targets [5]