宁德时代落子沙特 1 月 10 日宁德时代 旗下售后服务 品牌 " 宁家服务 "在沙特开业，成为 中东地区最大 的新能源综合服务 体验中心 。 该店 占地 面积约 7000 平方米， 设有 返修中心、诊断维保区、展示区、客户休息区 、培训中心等 ，为客户提供 各种售后服务，服务范围涵 盖 乘用车、商用车、储能系统等七大类 ，未来还会提供钠电池相关产品的售后服务 。 开业现场 ， 宁德时代 还携手 沙特 Fast For Service 签署服务代理协议共同经营 ， Fast For Service 以经销商身份 参与宁德时代在沙特的 相关业务 ，截至目前宁家服务 已落地 75 个国家 / 地区 ， 服务站 数量达到 1200 家 ， 近万名 专业人员 在岗 。 LG新能源四季度营业亏损1220亿韩元 LG新能源公司周五公布的未经审计的初步数据显示，由于电动汽车制造商需求疲软拖累了业绩，第四季度运营亏损达到1220亿韩元（8380万 美元）；营收增长4.8%，至6.14万亿韩元。 LG新能源表示，季度业绩包括根据美国《通胀削减法案》为该公司在美国的电池生产提供的税收抵免。该公司表示，如果不计入这些税收抵 免，营 ...

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 317 篇报道。 整理丨 Lucus 本周（1月 12 日至1月 18 日）出海大事件包括： TikTok Shop推出"美通墨"跨境计划 ； Temu本土店计划进入阿联酋 ； 追 觅俞浩回应"打造全球首个百万亿美元公司" ； 萝卜快跑启动阿布扎比商业化运营 ； 福特与比亚迪洽谈电池 采购； MiniMax宣 布开源，面向新评测集 ； 美光18亿美元收购力积电 铜锣晶圆厂 ；苹果将采用谷歌Gemini大模型作为底层支撑；马斯 克回应特 斯拉AI5芯片设计进展； 谷歌DeepMind CE O称 中国的AI模型仅落后美国几个月 。 出海四小龙 TikTok Shop推出"美通墨"跨境计划 ， 美国库存可直发墨西哥市场 1月17日消息，TikTok Shop宣布推出"美通墨"跨境计划，预计将于今年4月正式上线。 该计划以"美国仓库直邮墨西哥"为核心模式，支持商家直接从美国境内仓库向墨西哥消费者发货，打通美国与墨西哥之间的跨境 电商通道，被视为平台加码拉美市场 ...

2025年，在中国汽车产业版图的激烈重构中，"第一城"之争已从单一的产量竞赛，演变为发展模式与产业生态的全面比拼。 在成渝城市群，重庆凭借赛力斯在高端市场的突破和长安汽车的稳健增长，以全年近280万辆的汽车产量提前锁定"中国汽车第一城"，而隔壁的成都虽然 并不在第一梯队，但其通过与一汽的业务合作，以及与重庆的产业协同，也实现了汽车产业的快速发展。 在长三角，合肥借助"以投带引"的精准招商，在新能源汽车赛道异军突起，其2025年前11月新能源汽车产量全国第一。合肥的崛起，意味着此前上海一家 独大的区域产业格局，开始走向"群雄并起"的新时代。 在珠三角，2019年至2023年蝉联"中国汽车第一城"的广州，在产业转型浪潮中的掉队压力在2025年更为明显。2024年刚成为"中国汽车第一城"的深圳，虽 坐拥比亚迪与华为两大巨头，却并不热衷于制造环节，而是倾向于锁定更高附加值的产业链上游…… 这些风格迥异的城市区域，正以各自的方式重塑中国汽车产业的未来格局，同时也折射出地方政府在产业转型中的战略分化。 问界品牌的成功始于一场不被看好的豪赌。2021年问界品牌诞生之前，赛力斯还是一家在盈亏线上挣扎、以低端车型为主的车企。赛 ...

Investment Rating - The investment rating for the automotive and parts industry is maintained at Neutral [5] Core Insights - The report emphasizes the ongoing preheating of Optimus V3, with a strong expectation for its release in Q1 2026, suggesting continued attention on core suppliers of T robots [12][15] - A new proposal in the U.S. Congress aims to significantly increase the deployment cap for autonomous vehicles, which could facilitate the large-scale rollout of Cybercab services [13] - The Ministry of Industry and Information Technology (MIIT) has set a directive to accelerate breakthroughs in autonomous driving technology, indicating a potential speed-up in the commercialization of high-level autonomous driving [14] Summary by Sections Investment Recommendations and Targets - The report suggests that the high-level autonomous driving supply chain and companies that can secure entry into the Tesla and other robot supply chains will benefit. Competitive domestic brands and companies leading in autonomous driving technology are expected to continue expanding their market share. Key sectors to watch include humanoid robots, liquid cooling supply chains, T chains, and autonomous driving companies [3][15][16] Sales Tracking - According to preliminary statistics, from January 1 to 11, 2026, the wholesale sales of passenger cars in China were 381,000 units, a year-on-year decrease of 40%, while retail sales were 328,000 units, down 32% year-on-year [17] Market Performance - The automotive sector outperformed the Shanghai and Shenzhen 300 index, with the commercial vehicle sector showing strong performance [31][33]

Investment Rating - The report maintains an "Overweight" rating for the mechanical equipment industry [1] Core Insights - The report highlights three major investment opportunities in the mechanical equipment sector: the Belt and Road Initiative, demand recovery in Europe and the US, and the transition from capacity to technology export in high-end manufacturing [2][18] - Solid-state battery technology is accelerating, benefiting equipment manufacturers, with significant investments from leading companies like BYD and Gotion [3][20] - The humanoid robot sector is poised for growth with Tesla's Optimus V3 nearing mass production, indicating strong market potential for core suppliers [4][41] Summary by Sections Investment Recommendations - Recommended companies include: Northern Huachuang, Sany Heavy Industry, Zhongwei Company, Hengli Hydraulic, CIMC, Tuojing Technology, Haitai International, Bichu Electronics, Jingsheng Mechanical, and others [1][15] Mechanical Equipment Export - China’s foreign investment is growing rapidly, with a focus on the Belt and Road Initiative, which is driving demand for domestic equipment in resource-rich countries [2][18] - The report emphasizes the importance of high-quality targets with significant exposure to European and American markets, particularly in hand tools and forklifts [19] Lithium Battery Equipment - The solid-state battery industry is experiencing rapid industrialization, with key players accelerating their production capabilities [3][20] - Recommended companies in this sector include: Xian Dao Intelligent, Lian Ying Laser, and Hangke Technology [3][20] Humanoid Robots - The report notes that the release and mass production of Tesla's Optimus V3 will be a significant event for the industry, with a focus on core suppliers with high production certainty [4][41] - Recommended companies include: Hengli Hydraulic, Sanhua Intelligent Control, and Top Group [4][41] Forklift Industry - The report indicates a decline in domestic forklift sales but anticipates a recovery in 2026 due to low base effects and improving overseas market conditions [5][19] - Recommended companies include: Hangcha Group, Anhui Heli, and Zhongli [5][19] High-end Manufacturing Export - The report highlights the shift from capacity export to technology export, with a focus on light module equipment and lithium battery equipment [2][18] - Recommended companies include: certain HJT equipment leaders and Aotewei [20][39] Data Center and Liquid Cooling - The report discusses the emergence of liquid cooling technology as essential for data centers, driven by increasing power density and cooling demands [45] - Recommended companies in this sector include: Yingwei Technology and others [34][45]

Investment Rating - The report indicates a positive outlook for the power equipment industry, particularly in the renewable energy sector, with significant investments and technological advancements expected to drive growth [1][2][4]. Core Insights - The report highlights that the State Grid's investment during the "14th Five-Year Plan" period is projected to reach 4 trillion yuan, marking a 40% increase compared to the previous plan [2]. - The report emphasizes the stability in polysilicon prices and the continuous rise in battery component prices, with N-type battery prices increasing to 0.40 yuan per watt [15][16]. - The report identifies three key areas of focus: supply-side reform leading to price increases in the industry chain, long-term growth opportunities from new technologies, and industrialization opportunities from perovskite GW-level layouts [16]. Summary by Sections 1. New Energy Generation 1.1 Photovoltaics - Polysilicon prices remain stable, while battery component prices are on the rise, with N-type battery prices reaching an average of 0.40 yuan per watt [15]. - The report notes that leading component companies are responding to industry self-discipline by raising component prices, with distributed sales prices reaching 0.72 yuan per watt [15][16]. - Key companies to watch include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar [16]. 1.2 Wind Power & Grid - The UK AR7 offshore wind auction results exceeded expectations, with a total scale of approximately 8.4GW, validating the upward trend in European offshore wind [17]. - The State Grid's investment is expected to enhance transmission capacity significantly, addressing bottlenecks in renewable energy delivery [18]. - Companies to focus on include Goldwind, Yunda Wind Power, Mingyang Smart Energy, and Sany Heavy Energy [18]. 1.3 Hydrogen & Energy Storage - By 2025, the production and sales of fuel cell vehicles in China are projected to reach 7,797 units, reflecting a 44% year-on-year increase [20]. - The report anticipates that new energy storage installations will reach 58.6GW/175.3GWh by 2025, with significant growth expected in the energy storage sector [21]. - Key players in the hydrogen sector include Shuangliang Energy, Huadian Heavy Industries, and Shenghui Technology [20]. 2. New Energy Vehicles - Solid-state batteries are gaining traction, with several automakers making progress towards mass production by 2026 [29]. - Companies such as BYD, Changan Automobile, and Chery are expected to achieve significant milestones in solid-state battery technology [29]. - The report suggests monitoring companies like Xiamen Tungsten, Hailiang Co., and Nanjing Advanced Lithium Battery [29]. 3. Industry Trends - The report notes a 0.4% increase in the new energy equipment sector from January 12 to January 16, 2026, with a cumulative increase of 5.3% since the beginning of the year [12]. - The photovoltaic equipment sector saw a 3.52% increase, while the wind power equipment sector experienced a decline of 1.28% during the same period [13].

Group 1: Events and Forums - The "Dubai Business Forum - China" will take place in Shenzhen on May 14, 2026, focusing on economic collaboration and investment opportunities between China and Dubai [2] Group 2: Company Developments - TikTok Shop has launched a local hosting model in four European countries, allowing merchants to stock goods in local warehouses while TikTok handles logistics [3] - Temu has introduced a local seller program in the UAE to enhance delivery efficiency and expand product offerings [3] - WeChat mini-programs are projected to surpass 5 billion uses by 2025, with significant growth in cross-border transactions [4] - ZhiYuan Robotics has opened its first overseas robot experience center in Malaysia, aligning with the country's "Industry 4.0" strategy [4] - Creality has launched a new sub-brand SPARKX at CES, integrating with Alibaba Cloud for enhanced 3D printing services [5] - Xpeng Motors plans to establish a localized supply chain team in Europe and ASEAN by 2026 to improve operational efficiency [6][7] - WeRide has deployed over 1,000 Robotaxis globally, with operations in Guangzhou, Beijing, and Abu Dhabi [7] - BYD has achieved a record high in exporting new energy buses, leading the industry for three consecutive years [7] - CATL has launched the largest overseas service center for new energy in Riyadh, providing comprehensive lifecycle services [8] - VortexInfo showcased an autonomous road cleaning robot at the Abu Dhabi Sustainability Week, focusing on smart city applications [8] Group 3: Investment and Financing - Gongye Technology has secured hundreds of millions in financing to enhance overseas sales channels [9] - Bay Measurement has completed over 100 million A+ round financing to strengthen its overseas business layout [9] - Huaxuan Sensor has completed a new round of strategic financing to accelerate global market expansion [9] - OMOWAY has raised tens of millions in Pre-A and Pre-A+ rounds to support the production and development of self-balancing electric motorcycles [10] - Haiwei Co. has received a 300 million yuan strategic investment to support lightweight component manufacturing [10] Group 4: Policies and Market Trends - Kickstarter's 2025 data shows that Chinese brands dominate the top ten popular projects, raising nearly $140 million [11] - China's high-tech product exports grew by 13.2% in 2025, with industrial robots becoming a net export product for the country [12] - The trade of AI-related products in China is expected to grow significantly, aligning with global trends [12]

今非昔比，用来形容当下欧洲对中国的态度，再贴切不过。曾经，欧洲各国眼巴巴地盼着中国"买买买"，如今，却开始绞尽脑汁地防着"中国制造"。这戏剧 性的转变，并非一蹴而就，实乃多年累积、错综复杂的地缘经济变局。 回溯过往，彼时的欧洲，在他们眼中，中国仿佛一块散发着诱人香气的巨大蛋糕，人人都想分一杯羹。德国祭出精密机床和豪华汽车，法国力推空中客车， 意大利则将琳琅满目的奢侈品摆上货架，静候中国消费者的光临。那段日子，欧洲企业赚得盆满钵满，尤其以德国汽车工业为甚。大众、奔驰等品牌在中国 市场的销量，一度占据其全球业绩的半壁江山。中欧贸易额如同火箭般蹿升，以德国为例，2010年至2020年间，对华出口额几乎翻了一番。当时，欧洲专注 于技术输出和高端产品制造，而中国则扮演着消费引擎的角色。甚至有瑞士媒体将中国誉为欧洲经济的"发动机"。 然而，风水轮流转，2022年前后，局势悄然生变。中国不再仅仅是挥金如土的"金主"，而是华丽转身，成为国际市场上举足轻重的"卖货郎"。中国产业升级 和国产替代的速度令人惊叹，尤其在新能源汽车和动力电池等新兴领域，中国品牌以摧枯拉朽之势席卷全球市场。德国《世界报》等欧洲媒体开始拉响警 报，将中国 ...

Core Insights - The electric vehicle (EV) industry in China is transitioning from reliance on government policies to market-driven growth, marking the end of the "policy infusion" era and the beginning of "self-sustaining" operations [2][4][17] Group 1: Market Dynamics - In 2025, the penetration rate of new energy vehicles (NEVs) in China surpassed 50%, reaching 59.5% by November, indicating a significant shift towards electric vehicles [5][25] - The charging infrastructure has improved significantly, with a total of 19.32 million charging points by the end of November 2025, a 52% year-on-year increase, and over 5,000 battery swap stations established [5][25] - The competition landscape has changed, with Tesla's retail sales in China declining by 4.8% to 625,698 units, while domestic brands like BYD, Geely, and Changan have seen substantial growth [5][27] Group 2: Sales Performance - BYD led the NEV sales in 2025 with 3.48 million units sold, despite a 6.3% year-on-year decline, holding a market share of 27.2% [6][27] - Geely and Changan reported significant sales increases of 81.3% and 26.8%, respectively, with Geely selling 1.56 million units and Changan 789,141 units [6][27] - New entrants like Leap Motor and Xiaomi have emerged as strong competitors, with Leap Motor's sales increasing by 86.3% to 529,503 units and Xiaomi entering the rankings with 411,837 units, a 200.9% increase [6][27] Group 3: Technological Advancements - The focus on "intelligent driving" has intensified, with companies like BYD, NIO, and Xpeng launching advanced driver-assistance systems and AI-driven models [11][32] - Despite advancements, there remains a gap between technology and user experience, with consumers expressing concerns over the reliability of intelligent driving systems [11][35] - The industry is witnessing a shift towards more comprehensive AI models that aim to enhance decision-making capabilities in complex driving scenarios [12][33] Group 4: Future Outlook - Starting in 2026, the EV industry will face new challenges as the government reduces subsidies, shifting the focus to market-driven strategies and user experience [15][38] - The competitive landscape is expected to evolve with a mix of pure electric, hybrid, and range-extended vehicles, as traditional automakers and new entrants adapt to changing consumer preferences [19][40] - Companies are increasingly looking to expand internationally, marking a new phase of competition that emphasizes technology depth, cost efficiency, and brand loyalty [20][41]

Core Insights - The development of the all-solid-state battery industry is being catalyzed by both policy support and the strategic initiatives of leading companies [1][2] Group 1: Policy and Industry Trends - The Ministry of Industry and Information Technology has emphasized accelerating breakthroughs in all-solid-state battery technologies [2] - The industry is transitioning from pure research to engineering validation, with companies like GAC Group and BYD making significant progress in pilot production lines [1][2] Group 2: Technological Advancements and Collaborations - Various companies are actively developing solid-state electrolytes and manufacturing processes, with significant advancements reported by Wanrun New Energy and Tianqi Materials [2][4] - GAC Group aims to start small-scale vehicle testing of all-solid-state batteries by 2026, with plans for commercial application by 2030 [3] Group 3: Equipment and Manufacturing Focus - The focus of the all-solid-state battery industry is shifting from material science to production engineering, making equipment a critical factor for success [4] - Companies like Liyuanheng and Qiantai are leading in providing equipment for mass production, with strategic partnerships aimed at overcoming technical barriers [4][5] Group 4: Market Opportunities and Strategic Value - Winning orders from leading clients is seen as a strategic advantage for equipment manufacturers, indicating recognition of their technological capabilities [5] - The next 2-3 years present opportunities for equipment companies to become collaborative developers and solution providers for new manufacturing demands [5]