（文章来源：证券日报） 证券日报网讯 12月29日，红星发展在互动平台回答投资者提问时表示，公司与宁德时代下属部分企业 有业务合作，但金额较小。公司未与比亚迪、国轩高科直接发生主营产品购销合作。 ...

行情回顾 1.新能源汽车相关板块一周行情梳理 同花顺数据显示，上周（12月22日-12月26日，下同），新能源汽车指数（885431.TI）周内上涨4.1%，跑赢沪深300指数2.15%。其中，汽车相关板块中表现 最好的是电机Ⅲ指数（884085.TI），周涨幅为6.62%。新能源车电池相关板块中表现最好的是锂电池指数（884309.TI），周涨幅为5.55%。 2.上市公司一周（12月22日-12月26日）行情梳理 新能源整车 | 代码 | 证券名称 | 收盘价(元) | | --- | --- | --- | | 002594.SZ | 比亚迪 | 100.01 | | 000572.SZ | 海马汽车 | 8.82 | | 601633.SH | 长城汽车 | 22.78 | | 000625.SZ | 长安汽车 | 11.99 | | 600418.SH | 江淮汽车 | 48.92 | | 601127.SH | 赛力斯 | 120.67 | | 601238.SH | 广汽集团 | 8.15 | | 600733.SH | 北汽蓝谷 | 8.09 | 电机电控 | 代码 | 证券名称 | 收盘价( ...

大公司： 韩国电池材料生产商 L&F 公司于本周一发布公告称，其2023年与特斯拉签订的供货协议金额，已从最 初预估的29亿美元大幅下调至7386美元。L&F公司曾在2023年宣布，已签订协议将向特斯拉及其位于美 国与其他地区的关联企业供应高镍正极材料，供货周期2024年1月至2025年12月。 36氪获悉，宇树官微发文称，宇树首店将于12月31日在北京开业。 36氪获悉，小米集团公告，获公司联合创始人、执行董事、副董事长林斌通知，林斌计划自2026年12月 开始，在符合相关法律法规以及香港联合交易所有限公司证券上市规则相关要求的前提下，每12个月出 售金额不超过5亿美元的公司B类普通股，累计出售总金额不超过20亿美元的公司B类普通股。林斌减持 计划所得款项主要用于成立投资基金公司。 亚马逊当地时间12月28日表示，已决定放弃在意大利开展无人机送货的计划。亚马逊称，尽管在航空监 管方面取得良好进展，但更广泛的商业监管问题阻碍了该项目推进。 36氪获悉，12月29日，蔚来宣布，全新ES8第四万台新车于当日正式交付。该车型自9月21日启动交付 以来，用100天实现了四万台交付，创下国内40万元以上车型最快达成四万 ...

Event Overview - The 2026 (6th) Qidian Lithium Battery Two-Wheeled Vehicle Battery Swap Conference and the Luban Award Ceremony for Lightweight Power Batteries will be held on April 10, 2026, in Shenzhen [2][4] - The theme of the event is "Co-creating a New Chapter in Lightweight Power and Leading the Future of Two-Wheeled Battery Swapping" [2] Agenda Highlights - The conference will feature a variety of sessions including: - Opening ceremony and Luban Award presentation [3] - Specialized sessions on battery swapping and technology, focusing on topics such as the release of the "2026 China Lightweight Power/Two-Wheeled Vehicle Battery Swap TOP20 Ranking and Industry White Paper" [3][5] - Discussions on innovations in battery swapping business models and lifecycle management strategies [5] - Specialized sessions on electric motorcycles and bicycles, addressing battery applications and safety standards [5] Participation and Scale - The event is expected to host over 400 companies and 600 guests, including major players in the electric two-wheeled vehicle and battery sectors [4][6] - Notable participating companies include Yadi, Aima, and Niu Technologies among others [6][7] Registration and Fees - Registration options include SVIP for 3188 RMB, VIP for 2188 RMB, and a free option contingent on social media promotion [9] - The registration deadline is March 31, 2026, with no on-site registration allowed [9]

二、板块个股主力大单资金 龙虎榜方面，锂电池人气股天际股份遭多路资金激烈博弈，其中两家机构买入1.68亿，北向资金买入3.21亿，而三家实力游资（国盛证券宁波桑田路、国投 证券西安朱雀大街、国泰海通证券上海江苏路）分别卖出1.33亿、1.31亿、1.14亿。多只商业航天概念股遭机构抛售，其中金风科技遭四家机构卖出3.74亿， 通宇通讯遭四家机构卖出3.14亿，航天发展遭三家机构卖出3.18亿，广联航空遭四家机构卖出1.44亿，华菱线缆遭三家机构卖出1.27亿，雷科防务遭三家机构 卖出1.22亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1032.01亿，深股通总成交金额为1219.77亿。 | | | 沪股通（ 12月29日 ） | | | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金额(亿元) | | 1 | 601899 | 三十四年来 | 29.05 | | 2 | 688256 | 其武纪 | 28.35 | | 3 | 601138 | 工业富联 | 16.31 | | 4 | 603986 | 兆易创新 | 16.03 | | 5 | 60 ...

Group 1 - Didi has invested in New Stone Technology, which specializes in AI application software development and IoT device manufacturing [2] - Leap Motor's CEO, Zhu Jiangming, stated that the company will maintain control by the founding team despite the investment from FAW Group, enhancing stability and risk resistance [2] - XPeng Motors announced the new P7+ model with an extended range version achieving 1550 kilometers and a pure electric version reaching 725 kilometers [2] - BYD has denied rumors about launching a flying car, clarifying that there are no such plans [2]

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 603993 | 洛阳钼业 | -4.41 | 1.94 | -109862.42 | | 002466 | 天齐锂业 | -4.54 | 5.05 | -68899.68 | | 002460 | 赣锋锂业 | -4.74 | 5.67 | -60331.70 | | 300014 | 亿纬锂能 | -4.43 | 3.17 | -57546.28 | | 002240 | 盛新锂能 | -6.19 | 7.96 | -39038.27 | | 000792 | 盐湖股份 | -4.48 | 2.01 | -33613.85 | | 601899 | 紫金矿业 | -2.62 | 1.74 | -17799.08 | | 000036 | 华联控股 | -9.99 | 11.44 | -16214.84 | | 603799 | 华友钴业 | -1.33 | 3.35 | -12082.78 | | 000762 | 西藏矿业 | -3.41 | ...

Core Viewpoint - BYD has successfully defended its brand reputation through legal action against malicious online attacks, highlighting the importance of protecting corporate integrity in the rapidly evolving electric vehicle industry [1][6]. Group 1: Legal Actions and Outcomes - Recently, BYD won a lawsuit against social media accounts "Long Ge Talks Electric Cars" and "Full Charge New Energy," which were found guilty of spreading false information that harmed BYD's brand reputation, resulting in a compensation of 2 million yuan [1]. - This is not the first instance of BYD using legal means to protect its rights; previous cases include a ruling against "Wang Wukong Talks Cars," which resulted in a compensation of 313,800 yuan, and "Long Zhu - Collect Cars," which was ordered to pay 2,018,700 yuan for defamation [3][4]. Group 2: Industry Context and Implications - The malicious defamation incidents involving accounts like "Long Ge Talks Electric Cars" and "Wang Wukong Talks Cars" are indicative of a broader issue within the electric vehicle sector, where leading companies face frequent online attacks [6]. - The Central Cyberspace Administration of China has taken action against accounts that distort facts and maliciously defame car companies, emphasizing the need for a clearer regulatory environment to protect corporate reputations [6]. - Analysts suggest that BYD's legal victories not only safeguard its brand but also set a precedent for the industry, establishing a boundary for online discourse and promoting a healthier competitive landscape in the electric vehicle market [7].

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002594 | 比亚迪 | 1.58亿 | 3.04% | -2.14亿 | -4.10% | 5512.26万 | 1.06% | | 601238 广汽集团 | | -658.46万 | -2.11% | 58.47万 | 0.19% | 599.99万 | 1.92% | | 601633 长城汽车 | | -1923.16万 | -5.49% | 577.40万 | 1.65% | 1345.75万 | 3.84% | | 600104 上汽集团 | | -6851.47万 | -11.98% | 3131.08万 | 5.47% | 3720.39万 | 6.50% | | 000625 长安汽车 | | -7354.95万 | -10.47% | 2816.53万 | 4.01% | 4538.41万 | 6.46% | | 600733 北汽蓝谷 | ...

长沙晚报掌上长沙12月29日讯（全媒体记者 曹开阳）近日，湖南省汽车商会和湖南车展组委会共同公布了"2025 年10月湖南各市州新车上险数"（相关数据均采自乘用车）等多项重要数据。据统计，11月湖南新车上险量为 67383台，其中新能源车为36680台，在总量较上月有所增长的同时，新能源车占比高达54.44%，较上月的43.33% 大幅提升了超过11%。 | 排名 | 渠道品牌 | 车型 | 上险数 | | --- | --- | --- | --- | | 1 | 小米汽车 | 小米 YU7 | 998 | | 2 | 上汽通用五菱 | 宏光 MINI | 867 | | 3 | 特斯拉 | Model Y | 749 | | 4 | 特斯拉 | Model 3 | 553 | | 5 | 广汽丰田 | 凯美瑞 | 479 | | 6 | 问界 | 问界 M7 | 479 | | 7 | 方程豹汽车 | 钛7 | 463 | | 8 | 东风日产 | 轩逸 | 460 | | a | 小米汽车 | 小米 SU7 | 403 | | 10 | 比亚迪 | 海狮 06 | 382 | | 11 | 间界 | 间 ...