硬核广货畅销全球 数据显示，广东跨境电商进出口规模9年扩大66倍，全国占比超三分之一，稳居全国第一，彰显了广货 在全球市场的强劲竞争力。 2026年开年之际，"广货行天下"行动已取得显著成效，不仅在欧美高端市场站稳脚跟，更在"一带一 路"共建国家形成品牌集群效应。据统计，广东企业已在全球设立超过5000个海外分支机构，覆盖六大 洲主要经济体，形成"研发-生产-销售-服务"的全链条国际化布局。这种深度融入全球价值链的实践，正 在重塑世界对中国制造的认知。 从广东制造到世界舞台，广货的全球征程是一部创新与传承交织的史诗。广货不仅是广东的广货，中国 的广货，更是世界的广货，全球的广货，叫响海外的广货。据行业数据估算，2025年广东新能源汽车出 口量同比增长约120%，占全国新能源汽车出口总量的比重提升至约35%，凸显广东作为全国新能源汽 车出口核心区的地位。比亚迪（002594）在欧洲市场推出的BYD ATTO 3车型，凭借高性价比和长续航 优势，2025年在德国、法国等市场进入新能源汽车销量前十，成为当地最畅销的中国电动车之一；广汽 埃安在泰国通过127项本地化技术改进和生态体系布局，2025年市场份额从5%跃升 ...

Investment Rating - The industry investment rating is "Positive" and maintained [7] Core Insights - The penetration rate of domestic new energy passenger vehicles has reached 55%, and future sales growth is expected to slow down. However, the increase in battery capacity is anticipated to significantly impact demand, with a projected double-digit growth in battery demand for passenger vehicles by 2026 [2][4] - The domestic new energy passenger vehicle market has entered a consumption-driven growth phase since the end of 2020, with penetration rates increasing from around 10% to an expected 55% by the end of 2025. This growth is accompanied by a slowdown in sales growth due to a higher base [4][17] - The increase in battery capacity is expected to support the growth of battery installations, with single-vehicle battery capacity projected to rise from 52.8 kWh in April 2025 to 61.2 kWh by December 2025 for EVs, and from 23.3 kWh to 33.7 kWh for PHEVs during the same period [4][18] Summary by Sections Market Trends - The market for new energy passenger vehicles is projected to see a slight decline in total vehicle numbers, while new energy vehicles are expected to achieve small single-digit growth due to increased penetration rates. Battery capacity per vehicle is expected to increase by approximately 7%-8%, supporting a battery installation growth rate of around 12% [6][34] Policy and Economic Factors - Positive factors for battery capacity enhancement include changes in the old-for-new policy, which sets a subsidy cap at 8% of the vehicle price in 2026, and changes in purchase tax standards that require PHEVs to have a pure electric range of 100 kWh to qualify for tax exemptions [5][23] - The trend towards larger batteries in range-extended and plug-in hybrid vehicles is expected to continue, addressing consumer concerns about range anxiety and enhancing the perception of electric vehicles' convenience and cost-effectiveness [24] Product Development - Major manufacturers are launching new models with increased battery capacities. For instance, BYD and Geely are introducing models with capacities ranging from 20.79 kWh to 36.62 kWh for their 2026 versions [27][30] - The introduction of large-capacity EVs and PHEVs is expected to further enrich the market, with new models like the Wanjie M9 and NIO ES9 expected to have battery capacities around 100 kWh [31][33]

Core Insights - Exxon Mobil Corporation (NYSE:XOM) is recognized as one of the 12 best long-term stocks to buy [1] Group 1: Valuation and Market Position - BofA raised Exxon's price target to $135 from $129 while maintaining a Neutral rating, indicating a focus on relative valuation among US and European integrated oil companies [2] - BofA prefers Buy-rated TotalEnergies and Chevron over Neutral-rated Exxon and Shell, and Underperform-rated BP, based on relative valuations within the supermajors [2] Group 2: Strategic Partnerships - Exxon Mobil and China's BYD have signed a long-term strategic Memorandum of Understanding to expand their partnership in hybrid vehicle technology, focusing on customized product R&D and new materials [3] - The collaboration follows the launch of a specialized engine oil for BYD's plug-in electric vehicles, indicating a commitment to innovation in the automotive sector [3] Group 3: Company Overview - Exxon Mobil is one of the largest integrated energy companies globally, involved in oil and natural gas exploration, production, refining, and manufacturing of fuels, petrochemicals, lubricants, and advanced plastics [4] - The company is also investing in lower-emission initiatives, including carbon capture and lithium production, reflecting a focus on sustainability [4]

导读：智驾走向全民，信任才是最终的交付。 （文 / 观察者网 周盛明 编辑 / 高莘） 1月28日，比亚迪推送"天神之眼5.0"OTA更新。该版本在端到端的基础上，新增强化学习的能力，从算 法层面推动体验的提升。 如果只把辅助驾驶理解为一种"高配功能"，那么一次版本升级似乎只是产品层面的例行迭代。在智能化 的浪潮中，似乎并不引人注目。 过去一年，L2及以上辅助驾驶的渗透率持续上升，高速领航、智能泊车等功能开始成为消费者购车时 反复比较的关键配置。 中国汽车工业协会的数据显示，2025年前三季度，具备L2级功能的乘用车新车销量同比增长21.2%，渗 透率达64%，2025年全年约66.1%。 在这样的背景之下再去观察比亚迪的辅助驾驶，观察"天神之眼"的行业地位，视角则完全不同： 2025年2月，比亚迪宣布"全民智驾"的战略。仅仅到了2025年12月，比亚迪辅助驾驶车型累计保有量就 已超过256万辆，"天神之眼"也成为中国市场装车量最大的辅助驾驶系统之一。 2025年开年，比亚迪提出"全民智驾"。 与行业里常见的"辅助驾驶加价选装"不同，比亚迪选择把智驾作为一项面向大众的基础能力下沉到主力 车型上，甚至7万元级别 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the dual focus of consumer behavior on "rational health" and "emotional satisfaction" in the food and beverage sector, indicating a shift towards higher demands for nutritional value and product traceability while also catering to emotional needs through enjoyable and affordable snacks [40][54] - The rise of "active health" consumption among the elderly demographic is driving growth in categories such as smart monitoring devices and high-purity nutritional products, with brands like 诺特兰德 and 鱼跃 leading the way [46] - The integration of AI and innovative product forms is creating significant brand differentiation in the 3C digital sector, with companies like Apple and Huawei establishing strong market positions through advanced technology [19][21] Summary by Sections Annual Data Overview - The report provides a comprehensive overview of consumer trends across 12 key industries, including 3C digital, food and fresh produce, home appliances, and more [11][10] Key Industry Observations - **Food and Fresh Produce**: The sector is characterized by a focus on essential goods like grains and fresh foods, with brands like 伊利 and 蒙牛 emphasizing transparency and nutritional value [15][40] - **3C Digital**: Brands are leveraging AI and innovative designs to create competitive advantages, with Apple and Huawei leading the brand rankings [19][21] - **Home Appliances**: The industry is moving towards smart home solutions, with brands like 海尔 and 美的 focusing on health and technology integration [28][29] - **Sports and Outdoor**: Domestic brands like 安踏 and 李宁 are capitalizing on the outdoor trend, merging functionality with aesthetic appeal [22][24] - **Beauty and Personal Care**: The sector is shifting towards efficacy-driven products, with brands like 雅诗兰黛 and 珀莱雅 focusing on scientific formulations [31][33] - **Pet Products**: The market is evolving towards premium offerings, with brands like 麦富迪 and 蓝氏 focusing on high-quality ingredients and innovative products [25][26] - **Automotive**: The industry is experiencing a transition towards electric and smart vehicles, with brands like 比亚迪 and 丰田 leading the charge [37][39] - **Healthcare**: The focus is on proactive health solutions for the elderly, with brands like 诺特兰德 and 鱼跃 providing comprehensive health management products [46][48] Annual Hot Categories - The report identifies key hot categories for the year, including grains and seasonings, mobile communications, and home appliances, with respective heat index scores indicating consumer interest [17][15] Brand Rankings - The report lists top brands across various categories, highlighting their annual heat index scores, which reflect consumer engagement and popularity [18][21][24][33][35][39][41][48] Consumer Trends - The report outlines emerging consumer trends such as the "atmosphere economy," where consumers seek to create immersive experiences through their purchases, and the shift towards outdoor lifestyles as a form of identity expression [68][71]

专利摘要显示，本发明涉及数据处理技术领域，具体涉及一种挡土墙设计方法、装置、计算机设备及存 储介质。所述方法包括：获取挡土墙的墙体的初始墙体参数以及牵拉件的初始牵拉参数；挡土墙包括相 对设置的两个墙体以及连接在两个墙体之间的至少一根牵拉件；根据初始墙体参数和初始牵拉参数确定 挡土墙的稳定性系数；在稳定性系数满足预设稳定条件时，将初始墙体参数和初始牵拉参数确定为挡土 墙的设计参数。本发明在保证稳定性系数满足预设稳定条件的同时，还提升了最终确定的挡土墙的设计 参数的准确性。 天眼查资料显示，比亚迪股份有限公司，成立于1995年，位于深圳市，是一家以从事汽车制造业为主的 企业。企业注册资本911719.7565万人民币。通过天眼查大数据分析，比亚迪股份有限公司共对外投资 了108家企业，参与招投标项目1013次，财产线索方面有商标信息1803条，专利信息5000条，此外企业 还拥有行政许可154个。 国家知识产权局信息显示，比亚迪股份有限公司申请一项名为"挡土墙设计方法、装置、计算机设备及 存储介质"的专利，公开号CN121413054A，申请日期为2024年7月。 财经频道更多独家策划、专家专栏，免费查阅>> 声 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 图片来源：世界知识产权组织（WIPO） 证券之星消息，根据企查查数据显示比亚迪（002594）公布了一项国际专利申请，专利名为"车辆控制 方法、装置及车辆"，专利申请号为PCT/CN2025/077573，国际公布日为2026年1月29日。 今年以来比亚迪已公布的国际专利申请195个，较去年同期增加了786.36%。结合公司2025年中报财务 数据，2025上半年公司在研发方面投入了295.96亿元，同比增50.84%。 专利详情如下： 数据来源：企查查 ...

今年以来比亚迪已公布的国际专利申请195个，较去年同期增加了786.36%。结合公司2025年中报财务 数据，2025上半年公司在研发方面投入了295.96亿元，同比增50.84%。 数据来源：企查查 证券之星消息，根据企查查数据显示比亚迪（002594）公布了一项国际专利申请，专利名为"车辆热管 理系统、控制方法、电子装置及车辆"，专利申请号为PCT/CN2025/078785，国际公布日为2026年1月29 日。 专利详情如下： 图片来源：世界知识产权组织（WIPO） 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

证券日报网讯1月30日，比亚迪（002594）在互动平台回答投资者提问时表示，公司始终秉持以消费者 需求为核心的理念，持续倾听市场与消费者心声。过去数年，公司落地多项颠覆性技术应用，产品矩阵 实现持续丰富与迭代升级，产品外观设计语言也完成多轮进化，多方发力下推动公司销量实现快速增 长。未来，公司还将持续深耕产品外观设计的优化升级，敬请期待后续新产品的正式发布。 ...

全球分区域新能源渗透率： 2025年12月东南亚、英国、俄罗斯、拉美和大洋洲地区新能源渗透 率环比提升，其中东南亚环比提升较多，主要来自vinfast贡献。 中国车企出口： 2025年12月中国车企出口乘用车64.1万辆，出口新能源乘用车24.5万辆，新能 源渗透率达38.2%。其中比亚迪12月出口表现超预期。 投资建议与风险提示 乘用车观点更新： 短期来看，行业补贴政策已落地，看好观望需求转化下26Q1乘用车景气度 复苏，坚定看好乘用车板块。全年维度来看：国内选抗波动+出口选确定性。 国内关注高端电 动化赛道中对政策扰动不敏感的个股江淮汽车，以及高端化有望放量的吉利汽车/长城汽车/北 汽蓝谷/赛力斯/理想等；出口主线优先配置海外体系成熟、执行能力已验证的头部车企，优选 比亚迪/长城汽车/奇瑞汽车，以及零跑/小鹏/上汽集团/长安汽车等。 风险提示： 贸易战升级进一步超出预期；全球经济复苏力度低于预期 未经许可，不得转载或者引用。 投资要点 电动化数据跟踪：2025年12月行业景气度低于预期，2026年1月以旧换新政策落地 2025年12月多数省市以旧换新政策预算资金池告罄，消费者观望情绪严重，行业零售同比下滑 ...