点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 8、《江西省深化提升"获得电力"服务水平 优化用电营商环境工作方案》: 鼓励供电 企业主动承建停放充电设施 9、宁夏石嘴山市大武口区电动汽车充电基础设施建设实施方案（征求意见稿）发布 10、《广东深圳坪山区新能源汽车充换电设施管理办法》印发 11、上海: 2026 年对消费者购买新能源汽车用于非营运的 免费发放专用牌照额度 15、上海市人民政府办公厅关于转发市发展改革委等五部门制订的《上海市鼓励购买和 使用新能源汽车实施办法》的通知 1、宁德时代:2026年钟电池将在换电、乘用车、商用车、储能等领域大规模应用 2、国家统计局：装备制造业利润带动作用明显 3、甘肃"十五五"规划建议:积极培育数字、绿色、智能等新型消费 4、鸿蒙智行智界汽车 12 月交付突破 10000 台 5、国务院国资委:加快传统产业转型升级 深化拓展"人工智能+"行动 6、1325 座换电站落成 宁德时代零碳新基建再提速 7、中国制造"十四五"成就展开幕 问界 M9 为唯一入选新能源汽车 8、太蓝新能源完成 B+轮融资 9、宁德时代旗下巧克力换电第 1000 座站落成 用时 1 年 ...

从资金流向上来看，当日乘用车板块主力资金净流入10.73亿元，游资资金净流出5.16亿元，散户资金净 流出5.57亿元。乘用车板块个股资金流向见下表： 证券之星消息，1月6日乘用车板块较上一交易日上涨2.13%，广汽集团领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601238 | 广汽集团 | 8.56 | 4.52% | 105.64万 | 8.91亿 | | 601127 | 赛力斯 | 125.32 | 3.31% | 37.57万 | 46.78亿 | | 600733 | 北汽蓝谷 | 8.29 | 2.98% | 211.73万 | 17.37 Z | | 002594 | 比亚迪 | 66'66 | 1.92% | 52.18万 | 51.85亿 | | 600104 | 上汽集团 | 15.54 | 1.83% | 68.29万 | 10.54亿 ...

1月6日，A股三大指数高开高走。截至收盘，沪指涨1.5%，成功13连阳，报4083.67点，深成指涨1.4%，报14022.55点，创 业板指涨0.75%，报3319.29点。从板块行情上来看，今日表现较好的是钛白粉、天基互联和北斗导航，而F5G概念、光通 信模块和CPO概念等板块下跌。 基金经理是一只基金产品最核心的成员，能决定一只基金的投资方向、投资策略以及投资风格，基金经理出色的择时选股 能力和调研预测能力是基金业绩的有力保证，所以基金经理是投资者在选择基金产品时的重要依据。基金经理的变动很大 程度上会影响到基金产品未来的表现，是一个需要特别关注的信息。1月6日共有14位基金经理发生任职变动。 根据巨灵统计的数据，近30天（12.7-1.6）共有585只基金产品的基金经理发生离职。其中今天1.6日有9只基金产品发布基 金经理离职公告，涉及6名基金经理。从变动原因上来看，有3位基金经理是由于工作变动而从管理的4只基金产品中离职。 有2位基金经理是由于产品到期而从管理的3只基金产品中离职。有1位基金经理是由于退休而从管理的2只基金产品中离 职。 | 基金经理 | 基金名称 | 基金代码 | 公告日期 | 变 ...

从参与调研的机构来看，2025年12月共有71家公募机构调研较为积极，调研次数均不低于20次。其中， 华夏基金以100次调研位居第一，成为当月调研最勤奋的机构，其调研个股多集中在机械设备和电子行 业。博时基金以90次调研位列第二，同样重点关注电子和机械设备行业。南方基金以77次调研排名第 三，其调研个股也以电子和机械设备行业为主。 具体来看，2025年12月，电子和机械设备行业最受公募调研青睐，电子行业中高达64只个股获得公募调 研关注，合计调研次数达654次居首，海光信息、领益智造和灿芯股份成为该行业中公募关注较高个 股。机械设备行业被调研505次紧随其后，该行业中高达72只个股获得公募调研关注，是所有行业中被 调研个股数量最多的行业，其中杰瑞股份、博盈特焊和伟创电气成为该行业中最受关注个股。 此外，电力设备、医药生物、汽车、计算机和基础化工行业的调研次数均超过200次，覆盖个股数量也 均不低于28只。 个股方面，长安汽车以88次调研成为最受公募关注的个股，公司主要从事汽车整车及核心零部件的研 发、制造与销售，以汽车为核心主业，正加速向智能低碳出行科技公司转型，并同步推进新能源、智能 化与全球化三大方向。 ...

| | | | 2025年中国乘用车行业A股上市企业市值排行榜 | | | | --- | --- | --- | --- | --- | --- | | 排名 | 证券代码 | 证券简称 | 市值(亿元) | 上市日期 | 所在地区 | | 1 | 002594. SZ | 比亚迪 | 8909. 33 | 2011-06-30 | 广东省 | | 2 | 601127. SH | 塞力斯 | 2107. 11 | 2016-06-15 | 重庆市 | | 3 | 601633. SH | 长城汽车 | 1936. 65 | 2011-09-28 | 河北省 | | র্ব | 600104. SH | 上汽集团 | 1749.58 | 1997-11-25 | 上海市 | | 5 | 000625. SZ | 长安汽车 | 1175. 81 | 1997-06-10 | 重庆市 | | 6 | 601238. SH | 广汽集团 | 832. 08 | 2012-03-29 | 广东省 | | 7 | 601777. SH | 千里科技 9 | 480. 59 | 2010-11-25 | 重庆市 | | ...

1月4日晚间，重庆长安汽车股份有限公司（下称长安汽车）发布2025年12月产、销快报。数据显示，当月，长安汽车产、销量为分别为25.7306万辆、 25.4843万辆。 此外，公告披露了2025年1-12月数据。2025年，长安汽车累计产量为276.6302万辆，同比增长5.36%，累计销量为291.3042万辆，同比增长8.54%。 值得注意的是，2025年，长安新能源汽车销量突破百万辆，达110.9979万辆，同比大幅增长51.10%，阿维塔、深蓝、启源三大新能源品牌海外销量再创佳 绩，达63.7万辆，同比增长18.9%；自主品牌销量246.8197万辆，同比增长10.86%。（肖瑜媛） | 产品类别 | | 产量(辆) | | | | | | 销量(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 | 同比变动 | 本年累计 | 去年 第 | | 长安汽车 257,306 | 317,547 ...

Core Insights - The competition for the title of "Automobile Capital" in China by 2025 is intensifying, with Chongqing currently leading in overall vehicle production and Hefei excelling in the new energy vehicle segment [1][2]. Group 1: Chongqing's Position - Chongqing's vehicle production reached 2.4981 million units from January to November 2025, marking a 12.1% year-on-year increase, solidifying its status as a leading automobile city [2]. - The city is home to traditional brands like Changan and emerging players like Seres, contributing to its competitive edge [2]. Group 2: Hefei's Growth - Hefei produced 1.246 million new energy vehicles in the same period, ranking first among cities in this category [4]. - The city aims to achieve a scale of 700 billion yuan in its new energy vehicle industry by 2025, with a target of producing over 3 million vehicles [4]. Group 3: Other Competitors - Anhui province, with a total vehicle production of 3.335 million units and 1.635 million new energy vehicles, has surpassed Guangdong to become the leading province [3]. - Cities like Wuhu and Liuzhou are also making significant strides, with Wuhu's production expected to rise and Liuzhou achieving a vehicle production of 1.331 million units, a 37.8% increase [5][4]. Group 4: Emerging Cities - Cities such as Xi'an, Zhengzhou, and Qingdao are approaching the "million vehicle" production threshold, with Xi'an producing 1.576 million vehicles and Zhengzhou showing a significant year-on-year growth of 89.72% [9]. - Qingdao's production reached 911,700 units, supported by major manufacturers like SAIC-GM Wuling and Chery [10]. Group 5: Challenges for Major Cities - Shenzhen's automotive production has declined, with the city no longer maintaining a competitive edge in vehicle production due to statistical adjustments [7]. - Guangzhou's traditional vehicle production fell by 20%, indicating a significant transition challenge [8].

Core Insights - The Chengdu-Chongqing International Railway Express (China-Europe Railway Express) is a pioneering cross-provincial brand that has established a robust logistics channel, facilitating trade and industrial collaboration between Chengdu and Chongqing [1][2] Group 1: Operational Highlights - As of January 4, 2023, the Chengdu-Chongqing Railway Express has maintained efficient operations, with 34 trains dispatched from Chengdu alone in the first four days of the year [1] - Since its inception on January 1, 2021, the service has operated over 26,000 trains, leading the nation in terms of operational scale and stability [1] Group 2: Economic Impact - By the end of 2025, the Chengdu-Chongqing Railway Express is expected to attract over 200 major industrial projects, contributing to the formation of four trillion-yuan industrial clusters in the region, including electronic information, automotive manufacturing, equipment manufacturing, and new materials [2] - Approximately 70% of electronic information products manufactured in Sichuan are exported via the Chengdu-Chongqing Railway Express, enhancing the region's export capabilities [2] Group 3: Strategic Developments - The Chengdu-Chongqing Railway Express is expanding its service offerings to include specialized trains for pharmaceuticals, cold chain logistics, and mail, with a cold chain distribution center recently established to facilitate high-value imports and exports [3] - The two cities plan to further develop the southern corridor of the Chengdu-Chongqing Railway Express, promoting resource sharing and providing transportation services to support foreign trade and high-quality industrial cluster development [4]

Group 1: Local Government Bonds - Shandong Province issued 723.81 billion yuan in local government bonds, marking the first issuance in the country for the year [2] - The issuance included 467.72 billion yuan in new special bonds and 256.09 billion yuan in refinancing special bonds, focusing on investment in new projects [2] - The Ministry of Finance established a dedicated Debt Management Department to enhance government debt management, which was previously fragmented [2][3] Group 2: Pharmaceutical Industry - In 2025, China approved 76 innovative drugs, significantly surpassing the 48 approved in 2024, with domestic drugs accounting for 85.5% of the total [4] - The total value of authorized transactions for innovative drugs exceeded 130 billion USD, with over 150 transactions, setting a new record [4] - The Chinese pharmaceutical industry has seen substantial growth, particularly in innovative drugs, supported by reforms in drug approval processes and enhanced intellectual property protections [5] Group 3: Automotive Industry - Six major listed car manufacturers reported their 2025 sales, with BYD leading at 4.6024 million units, a 7.73% increase, followed by SAIC and Geely [6] - The growth in sales was driven primarily by the expansion of electric vehicles, with BYD's electric vehicle sales surpassing Tesla for the first time [6][7] - The competitive landscape in the automotive market is intensifying, with companies focusing on optimizing product structures and expanding overseas [7] Group 4: Oil Market - OPEC+ decided to maintain stable oil production levels, postponing planned increases due to ongoing geopolitical tensions [8] - Despite Venezuela's significant oil reserves, production remains low due to insufficient investment, limiting its impact on global supply [8][9] - The global oil market faces challenges in stabilizing prices amid concerns of overproduction and geopolitical factors [9] Group 5: Stock Market Performance - In 2025, 385 Hong Kong stocks saw over 100% growth, with 14 stocks increasing more than tenfold, indicating a strong market performance [14] - The increase in "red stocks" reflects a growing willingness to assign long-term value to internet giants and a high enthusiasm for growth sectors [15] - The A-share market opened positively in 2026, with significant gains across various sectors, particularly in insurance and AI applications [16][17] Group 6: Consumer Products - Prices for certain LABUBU products in the second-hand market have dropped significantly, indicating a shift in supply and demand dynamics [10][11] - The price decline is attributed to increased production by the company, which aims to balance consumer demand with product scarcity [11] Group 7: Technology and AI - Samsung plans to double the number of mobile devices equipped with Google's Gemini AI system, aiming to regain market share in the smartphone sector [12][13] - The integration of AI into various products, including home appliances, highlights a trend towards combining hardware and software solutions [13]

来源：金石杂谈 1月5日消息，今天一则消息彻底刷屏，在社区平台一条"传长安汽车宣布停发年终奖，员工炸锅"的帖子 直接上了热搜榜第四名。 根据社区平台消息，一张聊天截图显示：鉴于今年公司销量、利润率等指标未完成年度目标，所以今年 没有年终激励奖。但是，公司考虑到各位员工的辛苦付出，2月过年前会有一个相应激励，但这哪是没 有相关方案，具体激励等通知。 消息一出，市场纷纷猜测是哪家车企？有网友直言：长安，你直接报我名字好了。新浪科技报道，传长 安汽车因2025年销量未达目标而取消员工年终奖引发不满。针对传闻，截至发稿前，长安汽车方面暂无 回应。 而在社区平台，不少长安汽车纷纷吐槽：对员工不好的公司，产品能好到哪去？这一波堪比当初的价格 背刺老客户。 还有备注为长安汽车的员工表示：忍一时越想越气，退一步越想越亏。入职前说的起步15薪，月度工资 还砍了点，现在剩下的3薪不发了，工作几年工资倒退。 据网友透露，长安汽车一般年终奖是1-10个月，技术岗能拿到5个月，核心员工能拿到10万+。据悉，去 年长安汽车员工能拿到平均4.8个月薪资的年终奖。而今年只剩下安慰奖了，一人1000元的阳光普照 吗？ 同行来看，长城早就改成双 ...