A deal, if completed, would likely involve Ford buying the Chinese carmaker's batteries for its factories outside the U.S., according to people familiar with the matter. ...

Ford and BYD are in talks about batteries for hybrid vehicles as the Detroit automaker deals with waning demand for electric vehicles, the Wall Street Journal reported on Thursday, citing people familiar with the matter. ...

A deal, if completed, would likely involve Ford buying BYD batteries for its factories outside the U.S., according to people familiar with the matter. ...

Core Viewpoint - The article discusses the recent appointment of Zhao Changjiang, a former BYD executive, as the Executive Vice President of Zhijie Auto, highlighting the challenges and expectations surrounding the launch of their first MPV model, the Zhijie V9, in a competitive market [4][5][18]. Group 1: Zhao Changjiang's Background and Achievements - Zhao Changjiang joined BYD in 2009 and quickly rose through the ranks, becoming the youngest sales manager in the company's history by 2017 [7]. - He played a crucial role in the development of high-end electric vehicles, including the BYD Han EV, and successfully revitalized the struggling Tengshi brand, leading to the launch of the Tengshi D9, which achieved over 103,460 units sold in 2025 [8][9]. - Under Zhao's leadership, Tengshi's average vehicle price increased from 250,000 yuan to 380,000 yuan, significantly enhancing the brand's market position [9]. Group 2: Challenges Faced by Zhijie Auto - Zhijie Auto, launched in September 2023, initially gained attention with the S7 model but faced significant delivery issues, with only 794 units delivered against over 20,000 orders due to production delays [14][15]. - The brand underwent a strategic restructuring, with a focus on independent operations and a partnership with Chery for manufacturing, which aimed to resolve previous production bottlenecks [15]. - The upcoming Zhijie V9 is positioned as a flagship product, emphasizing space, range, and safety, with a target to penetrate the high-end MPV market [17][18]. Group 3: Market Position and Future Outlook - The Zhijie V9 aims to leverage Chery's manufacturing capabilities and Huawei's technological support to establish a strong presence in the competitive MPV segment [18]. - Zhao Changjiang's ability to replicate his past successes in a more challenging market will be closely monitored, as the industry anticipates whether Zhijie can avoid the pitfalls of relying on a single successful model [18]. - The V9's features include a comprehensive safety system and a maximum range of over 1250 km, positioning it as a strong contender in the high-end MPV market [17].

新能源MPV不断升级，大空间、多座位的"奶爸车"轻松容纳全家舒适出行；满足个性化需求，多款新 能源智慧越野车热销，既能攀爬45度斜坡，又能实现1000公里综合续航……回眸2025年我国汽车市场， 新车型、新配置不断涌现，让不少消费者感慨"挑花了眼"。 市面频频上新，数据印证产销两旺：2025年，我国新能源汽车产销分别完成1662.6万辆和1649万辆，同 比分别增长29%和28.2%，连续11年位居全球第一。 转自：新华社 新华财经北京1月15日电 （记者唐诗凝、龚联康、田金文）汽车产销量双双突破3400万辆，新能源汽车 产销量均超1600万辆，国内新车销量中新能源汽车占比超过一半—— 打开新出炉的2025年中国汽车产业成绩单，汽车产销规模迈上新台阶，连续17年居全球首位，产业结构 朝着更优方向持续升级。 汽车产业是国民经济的重要支柱产业。一台汽车的生产与流通，串联起数十个行业、上万个零部件的精 密协作与高效运转。中国汽车产业交出的新答卷，彰显复杂变局下中国经济的强大韧性，更让我们清晰 窥见"十五五"乃至更长远未来中国产业变革中不断积蓄的澎湃动能。 上新，勾勒车市上扬线 中国汽车工业协会副秘书长陈士华分析，在 ...

21世纪经济报道记者 焦文娟 2025年，中国汽车市场在结构性增长中再创新高。 根据中国汽车工业协会（下称"中汽协"）在1月14日披露的数据，2025年，中国汽车产销分别完成 3453.1万辆和3440万辆，同比分别增长10.4%和9.4%，连续17年位居全球第一。 中汽协副秘书长陈士华指出，过去五年，中国汽车产销规模已从约2500万辆跃升至超3400万辆，行业营 业收入突破10万亿元。 结构性增长最显著的体现是新能源车的引领。2025年，新能源汽车国内销量达1387.5万辆，同比增长 19.8%，增速远超行业整体。其中新能源乘用车渗透率高达54%，意味着每卖出两辆乘用车，至少有一 辆是新能源车。 中国品牌成为增长的另一核心引擎。2025年中国品牌乘用车销量达2093.6万辆，同比增长16.5%，市占 率升至69.5%，较2024年同期提升4.3个百分点。这一份额创下自2018年以来的历史新高。 这一成绩的取得，并非依靠过往激烈的"价格战"。乘联分会秘书长崔东树曾发文表示，2025年乘用车行 业促销与降价行为均回归理性，市场秩序明显改善。数据显示，2025年前十个月上市新车中仅156款降 价，规模相对温和。 ...

Core Viewpoint - The automotive market is transitioning from an incremental growth phase to a more mature, competitive environment, with 2026 expected to be a pivotal year for both domestic and joint venture brands [1][6]. Group 1: Market Trends - The past two years have seen a significant decline in retail sales of passenger cars, with November and December figures showing year-on-year decreases of approximately 8% and 14% respectively [1]. - The market is shifting from an incremental to a stock market, indicating a more competitive landscape where price wars have been prevalent among domestic giants and new entrants [2]. - The competition has led to a clearer definition of product characteristics, with new entrants setting trends that traditional giants have begun to follow [5]. Group 2: Competitive Landscape - Joint venture brands are currently experiencing a window of opportunity due to the competitive environment easing, allowing them to regain some market share [3][10]. - The competition has resulted in a transfer of product definition power from joint ventures to new entrants, with traditional brands focusing on maintaining market share rather than aggressive expansion [4][10]. - The marketing strategies of joint venture brands are evolving, with a shift towards more localized development and pricing strategies [13][14]. Group 3: Future Outlook - By 2026, joint venture brands are expected to have more operational space as the competitive pressure diminishes, with companies like Toyota and Nissan already showing promising sales in their new energy lines [7][9]. - The market for vehicles priced between 10,000 to 20,000 remains a battleground, with joint venture brands still holding significant influence in this segment [20][21]. - Upcoming strategic new models from joint venture brands, such as the Volkswagen ID.ERA and Toyota Platinum 7, are anticipated to play a crucial role in shaping market dynamics this year [21].

当日，《每日经济新闻》记者从商务部相关司局也了解到，采用"价格承诺"取代"征税"是双方政府共同磋商决定的，充分释放了中欧 双方管控摩擦的积极信号。通用指导文件由易到难取得共识，共同维护了以规则为基础的国际贸易秩序。 经过为期一年多的谈判，欧盟针对中国制造电动汽车反补贴关税取得重大进展——由"价格承诺"机制替代高额反补贴征税。 1月12日，据商务部官网消息，为落实中欧领导人会晤共识，妥善解决欧盟对华电动汽车案，中欧双方本着相互尊重的态度，进行了多 轮磋商。双方一致认为，有必要向对欧盟出口纯电动汽车的中国出口商，提供关于价格承诺的通用指导，以便中国出口商可通过更加 实用、有针对性且符合世贸组织规则的方式，解决相关关注。 图据比亚迪官网 在接受记者采访时，中国汽车工业协会（以下或简称中汽协）专务副秘书长魏文清表示，采用"价格承诺"方式向欧盟出口中国纯电动 汽车，是中欧双方经过数轮洽谈取得的重大利好成果。这既是中欧相向而行的结果，也是向外界释放双方进一步加强汽车产业合作共 赢发展的重要信号。 中国汽车流通协会乘用车市场信息联席分会（以下简称乘联分会）秘书长崔东树表示，中欧以"价格承诺"替代高额关税的磋商成果， 是双方 ...

Core Viewpoint - The article discusses the significant advancements in the autonomous driving industry in 2025, focusing on the evolution of L2, L3, and L4 levels of autonomous driving technology, highlighting both the opportunities and challenges faced by the industry [3][11]. Group 1: L2 Level Developments - In 2025, L3 autonomous driving technology began to gain regulatory approval, leading to a decline in the previously popular "L2++" concept, with all consumer-facing smart driving functions now categorized as L2 [6][8]. - BYD initiated the "smart driving equality" movement by integrating its self-developed "Tian Shen Zhi Yan" system into lower-priced models, making advanced features accessible to more consumers [8]. - Traditional automakers like Geely and Chery followed suit, expanding mid-level assisted driving features to a broader market, contributing to a wave of widespread smart driving adoption [8][10]. - The market saw an increase in domestic smart driving suppliers like Momenta expanding into overseas markets, securing contracts with established automakers [8][10]. Group 2: L3 Level Developments - The end of 2025 marked a turning point for L3 autonomous driving, with the Ministry of Industry and Information Technology granting approval for the first L3 conditional autonomous driving models, including the BAIC Arcfox Alpha S and Changan Deep Blue SL03 [12][14]. - These models can operate under specific conditions, with the Arcfox capable of speeds up to 80 km/h on designated roads, marking a significant shift in responsibility from drivers to manufacturers and system suppliers [14][15]. - The approval of L3 technology is expected to reshape the industry landscape, potentially becoming a benchmark for measuring the leading players in the autonomous driving sector in 2026 [15]. Group 3: L4 Level Developments - 2025 was a pivotal year for L4 autonomous driving, witnessing a resurgence in capital investment and the beginning of commercial viability, with companies like Pony.ai and WeRide going public and raising significant funds [16][17]. - L4 technology demonstrated its commercial potential in specific applications, such as autonomous mining trucks and urban delivery vehicles, achieving operational efficiencies and cost reductions [19][23]. - The industry consensus shifted from a focus on technological idealism to practical commercial applications, emphasizing the importance of production capabilities and operational efficiency [23]. Group 4: Industry Insights and Future Outlook - The article emphasizes the need for continuous learning and adaptation within the autonomous driving sector, as technological advancements and market dynamics evolve rapidly [24][29]. - The growing application of autonomous driving technology across various urban and logistical scenarios in China reflects the country's leadership in the global autonomous driving landscape [29].

Core Viewpoint - The negotiations regarding the EU's anti-subsidy measures on Chinese electric vehicles have made significant progress, with the EU set to issue guidelines for price commitment applications, allowing Chinese manufacturers to potentially avoid high tariffs by committing to minimum pricing [1][3]. Group 1: Background and Developments - The EU initiated an anti-subsidy investigation into Chinese electric vehicles in October 2023, leading to the imposition of high tariffs starting October 2024, with rates as high as 35.3% for non-cooperating companies [3]. - The recent agreement allows Chinese electric vehicle manufacturers to submit price commitments based on the EU's guidelines, which could replace the anti-subsidy tariffs [3][4]. - The agreement is seen as a "soft landing" for the ongoing trade tensions, with experts noting that it reflects a cooperative outcome between China and the EU [1][4]. Group 2: Market Implications - The new pricing commitments may not significantly alter the selling prices of Chinese electric vehicles in Europe, but they provide a more stable policy environment for long-term operations [4]. - The average selling price of Chinese electric vehicles in Europe is projected to be around €25,000 by 2025, compared to €30,000 for all imported electric vehicles [4]. - Chinese manufacturers have been facing an average price increase of 118% when selling vehicles in Europe compared to domestic prices, but the new agreement could allow for better profit margins [5]. Group 3: Industry Dynamics - The EU's policy aims to prevent aggressive price competition from Chinese manufacturers that could harm local automotive industries, while still allowing for a degree of flexibility in pricing [4][5]. - European automakers, such as Volkswagen and BMW, are expected to benefit from the revised tariff policies, as they have established production facilities in China and can leverage these changes for exports [6][12]. - The collaboration between Chinese and European automakers is anticipated to deepen, with joint ventures and investments in technology and production facilities becoming more common [13].