对于该品牌，比亚迪方面向记者表示，这些车型尚未官方宣布，如今通过工信部的公告才对外传播。根 据规划，领汇品牌主要面向B端市场的大批量采购需求，该品牌整合比亚迪原对公事业部的e系列新能 源车型，拥有独立的渠道体系。 同时，领汇品牌设立目的是为区别面向B端市场的车型和面向C端市场的车型，旨在推动比亚迪高端化 战略。 比亚迪（002594）又"悄悄"创立了一个新品牌。 1月上旬，工信部发布的《道路机动车辆生产企业及产品公告》（第403批）的车辆新产品公示清单显 示，比亚迪申报产品商标中新增了"领汇牌"。 此次产品公示中，领汇品牌共有4款车型，包括三款纯电动车以及1款插电式混合动力车型，分别为领汇 e5、领汇e7、领汇e9和领汇M9。 值得注意的是，4款新车并非比亚迪为领汇品牌打造的全新车型，而是由比亚迪王朝网和海洋网的现有 车型改款迭代而来。其中，领汇e9基于比亚迪汉DM-i打造；领汇e7基于比亚迪海狮07EV打造；领汇e5 对应的是秦PLUS EV；领汇M9则对应比亚迪夏。 通过将对公业务独立为"领汇"，比亚迪有效隔离了运营车辆对私家车用户的品牌认知干扰，为主品牌向 上突破扫清障碍。 同时，江瀚补充道，此举有助于 ...

Core Viewpoint - The article highlights the robust performance of the pickup truck market in China, with significant year-on-year growth in both sales and production, driven by strong demand in specific regions and the increasing export of Chinese pickup trucks [2][3]. Pickup Truck Sales - In December 2025, the pickup truck market sold 52,000 units, marking an 8.8% year-on-year increase and reaching a five-year high. For the entire year, sales totaled 589,000 units, up 11.8% year-on-year [2]. - December 2025 production reached 48,000 units, a 5.2% increase year-on-year, with total production for the year at 575,000 units, reflecting a 14% year-on-year growth [2]. - Great Wall Motors continues to lead the market, with strong performances from other manufacturers like Changan, SAIC Maxus, and JAC Motors. The market remains characterized by a "one strong, many strong" structure [2]. Regional Demand - The main demand for pickup trucks is concentrated in the Southwest and Northwest regions, which accounted for 46% of total demand in December 2025. In contrast, the performance in the Beijing-Tianjin-Hebei region was weaker [2]. Export Performance - In December 2025, China exported 28,000 pickup trucks, a 12% year-on-year increase, although it saw a 7% month-on-month decline. Total exports for the year reached 300,000 units, up 21% year-on-year [3]. - By 2024, exports are expected to account for 45% of total pickup truck sales, increasing to 50% in 2025, indicating a strong acceleration in the export of Chinese-made pickups [3]. New Energy Pickup Trucks - In December 2025, sales of new energy pickup trucks were 6,000 units, a 3% year-on-year decrease and a 30% month-on-month decline. However, total sales for the year reached 73,000 units, reflecting a remarkable 243% year-on-year growth [3]. - The article notes that the demand for electric light trucks is surging, positioning electrification as a key factor for commercial vehicles to gain road rights. The growth potential for the pickup market is expected to improve with the development of electrification and passengerization [3].

Core Viewpoint - The passenger car sector experienced a decline of 0.58% on January 15, with Beiqi Blue Valley leading the drop, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Market Performance - The closing price for GAC Group was 8.36, with an increase of 0.60% and a trading volume of 421,100 shares, amounting to 353 million yuan [1]. - Great Wall Motors closed at 21.70, down by 0.23%, with a trading volume of 125,300 shares and a transaction value of 272 million yuan [1]. - Changan Automobile's closing price was 11.72, decreasing by 0.26%, with a trading volume of 578,900 shares and a transaction value of 679 million yuan [1]. - The closing price for Seres was 121.32, down by 0.31%, with a trading volume of 140,400 shares and a transaction value of 1.705 billion yuan [1]. - BYD closed at 95.67, down by 0.45%, with a trading volume of 295,600 shares and a transaction value of 2.836 billion yuan [1]. - SAIC Motor's closing price was 14.87, down by 1.39%, with a trading volume of 851,800 shares and a transaction value of 1.273 billion yuan [1]. - Haima Automobile closed at 7.18, down by 1.91%, with a trading volume of 844,300 shares and a transaction value of 607 million yuan [1]. - Beiqi Blue Valley closed at 8.39, down by 2.67%, with a trading volume of 1,369,200 shares and a transaction value of 1.162 billion yuan [1]. Group 2: Fund Flow Analysis - The passenger car sector saw a net outflow of 872 million yuan from main funds, while retail funds had a net inflow of 540 million yuan [1]. - GAC Group experienced a net inflow of 23.84 million yuan from main funds, while retail funds had a net outflow of 46.64 million yuan [2]. - Great Wall Motors had a net outflow of 0.7565 million yuan from main funds, with a net inflow of 15.78 million yuan from retail funds [2]. - Changan Automobile faced a net outflow of 44.50 million yuan from main funds, while retail funds had a net inflow of 28.43 million yuan [2]. - Beiqi Blue Valley had a significant net outflow of 164 million yuan from main funds, with a net inflow of 91.78 million yuan from retail funds [2]. - BYD saw a net outflow of 32.57 million yuan from main funds, while retail funds had a net inflow of 301 million yuan [2].

瑞银中国汽车研究主管巩旻也表示，最低价格承诺将使在欧洲的中国电动汽车制造商避免陷入恶性价格 竞争。 比亚迪海狮07 南华早报 【文/观察者网 潘昱辰 编辑/高莘】据《南华早报》1月15日报道，分析师和行业人士称，随着欧盟为中 国电动汽车设定最低价格以取代反补贴关税，中国电动汽车制造商在欧将取得更高的利润率，最终将改 善其盈利状况和品牌声誉。 德意志银行分析师王斌在研究报告中表示，欧盟对中国电动车的最低限价将从技术上抑制销量，尤其是 低价小型电动车的销量。但他补充说，这一政策转变将对中国电动汽车巨头比亚迪，及其另一些在技术 和生产成本方面具有优势的同行产生积极影响，预计其利润率将有所提高。 摩根大通亚太区汽车研究主管赖以哲去年10月曾表示，中国汽车制造商在中国大陆的平均汽车利润约为 人民币5000元，如果能向海外出口更多汽车，且其产品在海外能卖出更高价格，那么利润可能会增至2 万元。 赖以哲认为，在最低价格制度下，中国电动汽车可以通过增加智能功能、优化内饰设计，从而在不提供 折扣的情况下，保持产品对当地客户的吸引力。由于未来不再参与价格战，从长远来看，中国电动汽车 在欧洲的声誉有望提升。 中国是全球最大的汽车和 ...

2025年9月，工信部等八部门联合发布《汽车行业稳增长工作方案（2025—2026年）》提出，2025年力 争实现全年汽车销量3230万辆左右，同比增长约3%；其中新能源汽车销量1550万辆左右，同比增长约 20%。如今，这一销量目标得以高质量完成。 2026年1月14日，中国汽车工业协会（以下简称"中汽协"）发布数据显示，2025年全年，我国汽车产销 分别完成3453.1万辆和3440万辆，同比增长10.4%和9.4%，产销量连续17年稳居全球第一；其中新能源 汽车产销分别完成1662.6万辆和1649万辆，同比增长29%和28.2%，国内新能源车销量占比超50%，成为 我国汽车市场的主导力量。 中汽协副秘书长陈士华表示，2025年，汽车行业顶住贸易保护和全球汽车产业链重构等外部压力，克服 技术攻关难题、行业内卷等多重挑战，展现出强大的发展韧性和活力，实现产业规模与发展质量双提 升，汽车产销连续三年保持3000万辆以上规模。 "'两新'政策加大扩围，实现平稳过渡与有序衔接，企业新车密集上市，终端需求持续释放，全年汽车 产销实现超预期增长。"陈士华补充道，之所以说是超预期，是因为2025年初我们预期的增速在3 ...

ICCSINO 从细分市场来看： 动力端： 2025年中国市场在购置税减免政策带动抢装，以及新能源商用车和热门新车型销量的持续带动下，维 持超20%的增长态势；欧洲地区随着新能源汽车主要销售国家如德国、英国等重启补贴政策的刺激， 以及比利时等新市场toB端出货增加，带动欧洲地区销量同比增长明显；而美国方面受特朗普"大而 美"方案的影响及9月底乘用车IRA补贴政策提前终止，全年销量不及预期。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电、封面：图虫创意 根据鑫椤资讯统计数据显示，2025年全球锂电池产量为 2297Gwh ，同比增长48.5%，其中动力电池 依 旧 是 增 量 贡 献 的 大 头 ， 达 到 1495Gwh ， 同 比 增 长 40.5% ， 储 能 电 池 份 额 突 破 27% ， 规 模 达 到 636Gwh ，同比增长92.7%，第二增长极权重不断增加。 储能端： 2025年在中美欧以及中东、中亚、东南亚等新兴市场带动下，总体需求表现延续着上一年的强劲增长 势头。 国内在136号文及储能容量电价补贴政策的助推下，储能由风光 ...

Core Viewpoint - The lithium battery industry is expected to enter a new growth cycle in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological iterations, leading to a spiral growth pattern of "increased volume and price + technological leap" [3] Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector is anticipated to grow by 48.3%, driven by both domestic and international demand [5] - There is a significant supply gap in battery cells and various materials, making supply chain stability and efficiency crucial for capitalizing on this growth opportunity [5] Group 2: Conference Details - The 2026 Lithium Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4] - The conference will focus on three core topics: 1. In-depth discussions on cutting-edge technologies and market supply-demand dynamics 2. Announcement and award ceremony for the "Top Ten Lithium Material Brands of 2025" based on shipment volume, market share, and customer reputation 3. B2B procurement matching to connect top battery manufacturers and material suppliers [5][6][7] Group 3: Key Topics and Invited Speakers - The main forum will cover topics such as the outlook for lithium ore resource supply, operational strategies for lithium carbonate in the current market environment, and advancements in high-energy-density power battery technology [9] - Sub-forums will address various aspects of battery materials, including solid-state battery technology, market trends, and the impact of policies on energy storage projects [10][11]

4月10日晚， 比亚迪 云辇智能车身控制系统正式发布，该系统旨在垂直方向上系统化解决车身控制问 题。 在活动现场，比亚迪集团执行副总裁、汽车工程研究院院长廉玉波进一步介绍了云辇车身控制系统的特 点。云辇系统共分为云辇-A智能空气车身控制系统、云辇-C智能阻尼车身控制系统、云辇-P智能液压车 身控制系统等多种系统架构。比亚迪会根据各版本的特性，将云辇技术逐步应用在王朝海洋车型、腾 势、仰望和专业个性化品牌中，进一步巩固其领先地位。 比亚迪始终秉持"技术为王，创新为本"的发展理念。数据显示，2022年比亚迪研发投入202亿元，同比 增长90.31%。正是基于在技术研发上长期不懈的努力，比亚迪推出了 刀片电池 、e平台、DM、"易四 方"等颠覆性技术，在电动化时代抢占技术高地。 而 新能源 汽车的快速发展，对于垂直方向控制提出了新的挑战，同时，电动化和智能化也为垂直方向 控制提供了新的机遇。在此背景下，比亚迪通过系统化考量新能源汽车的垂直方向控制问题，全面融合 感知、决策、控制、交互等软硬件技术，推出了新能源专属智能车身控制系统——云辇。这是比亚迪继 刀片电池、车身一体化技术（CTB）、四电机独立驱动系统（"易四方 ...

Group 1 - Major companies like ByteDance, JD, CATL, and BYD are increasing salary budgets and optimizing year-end bonus structures, focusing more on employee relations rather than large-scale hiring [1][2][3] - CATL announced a basic salary increase of 150 yuan/month for employees at levels 1-6, along with a special bonus for those working during the Spring Festival [2] - JD's year-end bonuses saw a total investment increase of over 70% year-on-year, with 92% of employees receiving full or excess bonuses [3] Group 2 - Companies are expanding their incentive methods beyond just salary increases to include comprehensive welfare packages, such as health insurance and housing support [4][3] - The willingness and ability to implement large-scale salary increases reflect the confidence of companies in their operations, as seen in the performance of JD, CATL, and BYD [5][6] - The competitive landscape is shifting from scale and capital investment to organizational capability and talent management, indicating a structural change in how companies evaluate success [8][9]

Core Viewpoint - Guangdong's automotive manufacturing industry has become a significant force in the national and global automotive landscape through industrial transformation, upgrading, and deepening open cooperation [1] Group 1: Industry Performance - Guangdong's automotive manufacturing industry has shown outstanding performance in overall production and sales, as well as in the transition to new energy and exports [1] - In 2025, Nansha Customs reported that 383,000 vehicles were exported through the Nansha Port, marking a 54.4% year-on-year increase, with 154,000 of these being new energy vehicles, which is more than double the previous year [2] - The annual throughput capacity of Nansha Port has exceeded 3 million vehicles, establishing it as a crucial hub for automotive imports and exports in China [2] Group 2: Key Players - Leading automotive companies in Guangdong, such as GAC Group and BYD, are playing a core role in driving industry development [2] - GAC Group is accelerating its electrification transformation and has partnered with Huawei to establish a high-end intelligent new energy brand, with plans to launch its first model in mid-2026 [2] - BYD maintained its position as the global leader in new energy vehicle sales, with total sales reaching 4.6024 million units in 2025, a 7.73% increase year-on-year [3] - Xpeng Motors is focusing on advanced technology research and development, with an expected R&D investment of 9.5 billion yuan in 2025, including 4.5 billion yuan for AI [3] Group 3: New Energy Transition - Guangdong has the highest penetration rate of new energy vehicles in China and serves as a model for industrial upgrading [4] - In the first 11 months of 2025, Guangdong's passenger car sales reached 2.239 million units, with new energy vehicle sales of 1.235 million units, reflecting a 15% year-on-year growth [4] - The automotive industry is transitioning towards "intelligent service," with GAC Group's Qiji Mobility platform facilitating the commercial deployment of autonomous driving technology [4] Group 4: Future Outlook - With central government policies promoting consumption and expected industry regulations, Guangdong's automotive sector is anticipated to continue its stable growth [5] - Leading companies like BYD, GAC, and Xpeng have set ambitious growth targets, ensuring that Guangdong will play a key role in the "Guangdong Goods Going Global" initiative [5]