Group 1 - The new BYD Song Pro DM-i has been launched with a price range of 99,800 to 127,800 yuan [2][3] - The new model features a similar exterior design to the current version, with dimensions of 4735/1860/1690mm and a wheelbase of 2712mm, positioning it as a compact SUV [8] - Interior features include a flat-bottom steering wheel, a floating central control screen, front seat ventilation and heating, a car-mounted refrigerator, a 15.6-inch central control screen, and DiLink 100 functionalities [9] - The vehicle is powered by a 74kW 1.5L engine paired with a 120kW motor, and it comes with 18.3/25.6kWh lithium iron phosphate batteries, offering a pure electric range of 133/210km under CLTC and a WLTC fuel consumption of 4.5L, with a 0-100 km/h acceleration time of 8.5 seconds [11] Group 2 - BAIC Arcfox has partnered with Sinopec Kunlun Network for charging network services, enabling interconnectivity of charging networks [12][13] - The first batch includes 15 charging stations and over 400 charging piles in Beijing, offering service fee discounts and parking fee waivers for Arcfox owners [13] - Recent years have seen deepening collaborations in the charging and battery swapping sector, with not only automakers sharing charging networks but also charging pile companies and energy service providers actively enhancing their layouts to provide convenience for users, which is a significant positive for the entire new energy industry [15]

关注 「电动车公社」 和我们一起重新思考汽车 对于2026年汽车市场表现如何，行业里几乎都是审慎乐观的态度。 根据世界著名投行摩根士丹利的预测，中国乘用车销量会在2025年经历9%的同比增长、创造历史新高之后，在2026年回落5%。 虽然新能源销量和出口量依然会持续增长，但在补贴和购置税政策的变动下，一季度有可能会下滑30%左右，从而进一步影响全年销量。 （图源：网新社） 中国汽车行业正式进入决赛阶段，几乎成了大家的共识。悲观些的，觉得未来几年里，新能源车企只能剩下5-7家；乐观些的，这个数字也不过10家而已。 随着决赛圈逐步深入， 很可能会像何小鹏所说，"2026年的竞争更加残酷和血腥，每一家车企都会战战兢兢。" 于是……元旦这才刚刚过去一周，就有至少24款尺寸各异、定位不同、涵盖纯电/插混/增程多种动力形式的新能源车登陆工信部，堪称"神仙打架"。 按照过往的时间点来推算，这批车会集中在春节后的3月份开启预售，4月份前后上市。从二季度开始，一定会迎来新一轮的大范围厮杀。 而从 这批新车里，也能看到几个2026年的关键词： 技术迭代、配置升级，比大更大、合资反击。 1、 蔚来ES9 (3 esg esg 蔚来 ...

2026款海豹05DM-i：全民优选家轿，行业首款纯电续航突破210km的A级插混轿车 依托第五代DM技术，2026款海豹05DM-i加推的两款新车型，成为行业首款纯电续航突破210km的A级插混轿车，纯电里程是同级车型的两 倍，通勤和长途全覆盖，可轻松满足一周通勤，满足用户高频次代步出行所需。配合低至2.79L/100km的亏电油耗及满油满电2110km的综合续 航里程，让用户尽享"低成本，0焦虑"的高价值用车体验。 智能方面，新车搭载了同级鲜有的天神之眼 C - 辅助驾驶（DiPilot 100），支持高快领航、智能泊车、拨杆变道等20余项功能，为用户带来覆 盖全场景的智慧家轿新体验。秉承着"入门即高配"的理念，2026款海豹05DM-i全系标配超100项的核心配置，涵盖智能、安全与舒适多个领 域。在此基础之上，新车还进一步配备了主驾6向电动调节、副驾4向电动调节、12.8英寸DiLink大屏、全景影像、TPMS直接式胎压监测系 统、48kW直流快充、双温区空调等越级舒享配置，全面提升驾乘品质感。 海豹06DM-i超享版：驾控、舒享、安全三重赋能，重新定义中型插混家轿标杆 1月9日，比亚迪海洋网旗下两款重 ...

转自：北京日报客户端 1月9日，比亚迪海洋网旗下两款家轿——2026款海豹05DM-i与海豹06DM-i超享版，正式宣布加推纯电 续航高达210公里的全新车型。其中，2026款海豹05DM-i加推210KM尊贵型、210KM旗舰型，官方售价 8.98万-9.98万元；海豹06DM-i超享版加推210KM尊享型、210KM旗舰型，官方售价11.68万-12.68万 元。 同时，比亚迪还为新上市车型推出了包括0首付或0利息、置换补贴、全系2年免费车机流量（5GB/ 月）、非营运车辆三电系统终身保修（首任车主），整车保修期6年或15万公里等在内的多重购车礼 遇。 依托第五代DM技术，A级插混轿车2026款海豹05DM-i加推的两款新车型，纯电续航突破210公里，可 满足用户高频次代步出行所需。同时，新车的馈电油耗降至2.79升/100公里，满油满电综合续航里程达 到2110公里。 此外，新车还搭载了天神之眼C-辅助驾驶（DiPilot 100），支持高快领航、智能泊车、拨杆变道等20余 项功能。并在全系标配超过100项的基础上，还进一步配备了主驾6向电动调节、副驾4向电动调节、 12.8英寸DiLink大屏、全景影 ...

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights that in 2025, over 11.5 million vehicles will be replaced under the vehicle trade-in program, leading to a total retail of 23.744 million passenger cars, with approximately 54% being new energy vehicles [20][3] - The report indicates a projected growth in the automotive market, with a U-shaped sales trend expected for passenger vehicles in 2026, maintaining overall sales levels similar to 2025 [20] - Key companies to watch include BYD, Geely, Great Wall Motors, and others in the passenger vehicle sector, as well as major players in commercial vehicles and auto parts [3][20] Industry Performance - The A-share automotive sector underperformed the market, with a weekly increase of 2.53% compared to the 2.79% rise in the CSI 300 index, ranking 24th among A-share industries [3][9] - The report notes that the passenger vehicle segment saw a 3.8% year-on-year increase in retail sales, while new energy vehicles experienced a 17.6% growth [20] Key Industry News - The Ministry of Commerce announced that the vehicle trade-in program will exceed 11.5 million vehicles in 2025, contributing to over 1.6 trillion yuan in new car sales [20] - Geely received the largest L3 autonomous driving test license in China, covering an area of 9,224 square kilometers [20] - Baidu's autonomous driving platform, "萝卜快跑," obtained the first full unmanned testing license in Dubai, paving the way for commercial operations [20] Upstream Data Tracking - The report includes tracking of key material prices such as steel, aluminum, and lithium carbonate, which are crucial for automotive manufacturing [23][24]

2026年1月7日，比亚迪（01211）宣布为秦PLUS DM-i、秦L DM-i、海豹05 DM-i及海豹06 DM-i这4款热 销车型加推长续航版，其CLTC纯电续航均突破210km，相比同级混动车型的纯电续航翻一倍，真正实 现"一周一充"的纯电通勤体验。超2110km的综合续航，再配上只需20分钟就能从30%充到80%的充电速 度，比亚迪大电池插混车型可以做到通勤和长途全覆盖。 比亚迪作为插混技术路线的开创者，真正做到了"最早量产、最多迭代、应用最广、口碑最好"，通过持 续的技术迭代引领行业不断向前。截至2025年底，比亚迪插混车型累计销售已突破786万辆，中国每卖 出2辆插混车，就有1辆来自比亚迪。 随着2026年国家插混新规将纯电续航门槛提升至100公里，比亚迪凭借技术前瞻性，率先推出纯电续航 达210km的插混车型，以远超标准的技术实力精准回应消费者对高品质长续航混动的期待。在新能源汽 车成为主流的当下，比亚迪通过持续的技术和产品革新为混动市场树立价值新标杆，更推动着中国插混 技术在全球迈向主流化发展。 比亚迪此次加推的大电池插混车型，旨在树立10万级插混市场的价值新标杆。对于2026年有购车计划 ...

Core Viewpoint - The Chinese automotive market is entering a critical phase in 2025, with domestic brands collectively capturing nearly 70% of the passenger car market share, driven by the rise of new energy vehicles and international expansion [2][4]. Group 1: Market Dynamics - The "self-owned five strong" brands, including BYD, Geely, Chery, Changan, and Great Wall, have established a stable market presence, with total sales of 14.67 million units, accounting for over half of the overall passenger car market [2][4]. - BYD leads the global new energy vehicle sales with 4.6024 million units sold in 2025, marking a 7.73% year-on-year increase, while its pure electric vehicle sales reached approximately 2.257 million units, surpassing Tesla [4][5]. - Geely's total sales exceeded 3.02 million units in 2025, a 39% increase, with new energy vehicle sales reaching 1.6878 million units, reflecting a 90% growth [5][6]. Group 2: Strategic Developments - Geely has initiated a significant restructuring by merging with Zeekr Technology to enhance operational efficiency and resource integration, aiming to save billions in R&D costs annually [9][10]. - Chery has restructured its brand architecture to improve domestic market efficiency, establishing a new business group to streamline operations and enhance competitiveness [9][10]. - Changan has launched a 6 billion yuan capital increase plan to support the development of new energy vehicles and global R&D centers, reinforcing its strategic alignment with major shareholders [10][11]. Group 3: Technological Advancements - The competition among Chinese automakers has evolved from individual technological breakthroughs to a more systemic confrontation, with companies like BYD and Geely focusing on comprehensive technology integration and smart driving solutions [11][12]. - Great Wall has introduced a next-generation intelligent super platform that supports various powertrains, emphasizing its advancements in smart cockpit and driving technologies [12].

以下文章来源于定焦One ，作者定焦One团队 23亿索赔，撕开二线电池厂生存真相。 作者丨 金玙璠 编辑丨 魏佳 来源丨 定焦One 岁末年初，一纸23亿的天价索赔，在汽车圈炸开了锅。 2025年12月26日，欣旺达公告披露，其全资子公司欣旺达动力，被吉利控股旗下的三电核心企业威睿公司（极氪汽车持股51%）正式起诉，索赔 23.14亿元，缘由是2021年6月至2023年12月供应给极氪等车型的电芯被指存在质量问题，导致其进行大规模换电。案件已立案未开庭。 这笔钱，相当于欣旺达过去两年的净利润总和。在其推动"A+H"整体上市的关键时刻，这笔突如其来的索赔，让其次日股价暴跌超10%，市值蒸发逾 60亿元。 定焦One . 深度影响创新。 将投中网设为"星标⭐"，第一时间收获最新推送 纠纷的来源可以追溯至2022年：相关质量问题自2022年下半年便有车主投诉；极氪在2024年发起过电池包更换活动。这期间，欣旺达动力曾于2024 年8月起诉威睿拖欠1.19亿元货款并胜诉。 如今矛盾公开：威睿直指电芯质量缺陷，而欣旺达否认，称自己仅提供电芯，电池包（PACK）由威睿自行设计，且同款电芯供应给其他客户未无类似 问题。法 ...

经济观察报采访多位固态电池供应商后了解到，从负极材料、 电解质的技术路线分歧，到核心设备供应短缺，整个供应链距 离量产目标还有不小的差距。更关键的是，部分电芯生产所需 材料，目前仍停留在"真空手套箱"实验室制备阶段，不具备量 产条件。 作者：潘俊田 封图：图虫创意 巩辰绪是四川全固态新材料有限公司融资负责人，2025年加盟该公司前，他在一家主要投资电池 新兴技术的基金做投资人。2025年初，在这家基金从电池赛道转向AI（人工智能）赛道后，他随 之离职。但2025年底，巩辰绪发现很多投资人重新将眼光投向固态电池，原因很明确："固态电 池产业链企业有订单，甚至还能盈利，产业化方向较为明确。" 武汉天石科丰新能源科技有限公司（下称"天石科丰"）创始人王硕说，公司目前已经接触了一些 有意向的投资机构。王硕所在的公司以硫化物电解质为主要产品。2025年上半年，因为没有投资 机构愿意投固态电池，王硕一度举债维持企业运营。目前公司已经实现吨级出货，按照现有订单， 王硕准备在2026年分批次扩建年产能300吨的产线。 投资机构"回流"的主要原因是：作为买家的电芯厂，正在下订单。 由于下游电芯企业普遍将全固态电池产量作为商业机 ...

Group 1 - The U.S. is facing unprecedented challenges as China enters strategic areas previously dominated by the U.S. [1] - The U.S. announced its withdrawal from 66 international organizations, including 31 UN entities, highlighting its unilateralism [3] - U.S. tariffs on Chinese electric vehicles have backfired, with China's exports to the U.S. increasing to 9% and a trade surplus growing by 34.6% year-on-year [4] Group 2 - The U.S. has historically maintained a clear division in global supply chains, controlling high-end manufacturing and key technologies while allowing other countries to develop low-end manufacturing [8] - The balance of power has shifted as China's industrial and technological capabilities have risen, breaking the previous equilibrium [10] - China's "Made in China 2025" initiative has achieved 86% of its goals, directly competing with the U.S. in core industries, particularly in renewable energy [11] Group 3 - Chinese companies like CATL and BYD are leading in battery technology and electric vehicle sales, with China accounting for 68% of global new energy vehicle sales in 2025 [13][14] - China's self-sufficiency in semiconductors has increased from 14% in 2014 to 23% in 2023, with projections of reaching 27% by 2027 [16] - Despite U.S. export controls, major chip companies like Intel and NVIDIA are still reliant on the Chinese market for revenue [17] Group 4 - Germany's automotive industry is resisting U.S. sanctions against China, with BMW investing $15 billion to expand its operations in China [19] - The anticipated anti-China coalition led by the U.S. is faltering due to the economic interdependence of other countries with China [20] - The U.S. strategy of tariffs and sanctions has led to significant losses for American companies reliant on the Chinese market [20] Group 5 - The U.S. is experiencing a decline in global trust, with its reputation and governance indicators dropping in the Global Soft Power Index [24] - Public sentiment in countries like Germany, France, and Spain is increasingly supportive of countermeasures against U.S. imports [26] - The U.S. is caught in a cycle of sanctions and shortages, struggling to adapt to the new global industrial landscape shaped by China's advancements [28] Group 6 - The U.S. fears losing its exceptional status as a dominant global power, which would limit its ability to impose sanctions and manage risks [29] - Global investment trends show that 60% of sovereign funds are planning to increase investments in China, indicating a shift in capital flows [30] - The competition of the future will focus on who can provide more public goods for global development rather than monopolizing core technologies [31][32]