1月，我国新能源汽车出口30.2万辆，同比增长1倍；其中，新能源乘用车出口29.5万辆，在乘用车整体 出口中占比超50%，同比增长1.1倍； 2026年开年，中国汽车出口保持高速增长。 2月11日，中国汽车工业协会发布的数据显示，1月汽车出口68.1万辆，同比增长44.9%。其中，1月乘用 车出口58.9万辆，同比增长48.9%；1月商用车出口9.3万辆，同比增长23.6%。 新能源汽车的出口贡献较大。数据显示，1月，我国新能源汽车出口30.2万辆，同比增长1倍；其中，新 能源乘用车出口29.5万辆，在乘用车整体出口中占比首次超50%，同比增长1.1倍；新能源商用车出口 0.6万辆，同比下降1.4%。 近几年来，插混汽车出口增速较快。乘联分会报告显示，中国新能源车2025年全年出口表现好于预期， 主要就是插混和混动替代纯电动成为出口增长的新增长点，尤其是插混的皮卡出口表现较强，成为商用 车新能源车出口亮点。中国新能源车出口向中东和发达国家市场呈现高质量发展的局面，主要是出口西 欧和亚洲市场。 中国插混车凭借技术领先和成本优势，正在快速抢占市场。值得注意的是，因欧盟加征关税，中国电动 车出口欧洲曾一度低迷。不过 ...

Group 1 - Xiaomi's legal department supports a car owner's rights after a road rage incident involving a Tesla driver, emphasizing the importance of protecting brand reputation and user rights [5][6][7] - ByteDance plans to produce 100,000 self-developed AI chips this year, with ambitions to increase production to 350,000, and is negotiating with Samsung for manufacturing [10][11] - Meizu's mobile phone business is reportedly facing dissolution, with indications of project halts and employee layoffs, although no large-scale layoffs have been confirmed yet [12][13] - Alibaba is increasing investments in Taobao's flash sales, with a focus on instant retail and a commitment to not worry about losses for the next three years [13][14] - TSMC reported a net profit of approximately 378.2 billion yuan for 2025, with plans for a capital budget of about 44.9 billion USD to expand production capacity [15][16] - Domestic AI models are rapidly evolving, with new releases from DeepSeek and Zhiyuan, indicating a competitive landscape in AI development [18][19] Group 2 - xAI, founded by Elon Musk, is experiencing significant personnel changes, with two co-founders leaving within 48 hours, raising concerns about the company's stability [40][41][42] - Amazon has received approval to deploy 4,500 satellites as part of its plan to compete with SpaceX, aiming to provide satellite internet services [42][43][44] - New regulations in the U.S. require that electric vehicle charging stations funded by federal money be 100% manufactured in the U.S., which may hinder the development of the charging network [45][46] - OpenAI is collaborating with Samsung and SK Hynix to establish data centers in South Korea, reflecting the growing demand for AI infrastructure [47] - BYD has surpassed Ford in global sales, achieving 4.6 million units sold, marking a significant milestone in the automotive industry [48]

Core Viewpoint - The article discusses the launch and market positioning of the BYD Sea Lion 05, highlighting its competitive pricing and features, particularly the 210 km range version, while also addressing market challenges and customer perceptions [1][4][20]. Group 1: Product Launch and Pricing - The Sea Lion 05 was launched on January 18, with two models priced at 89,800 yuan and 99,800 yuan, respectively, and no current discounts available [2][4]. - The new model primarily features an extended range of 210 km, with no significant changes to other specifications, and lacks a formal launch event [8][15]. - The sales strategy is closely tied to the popularity of the Qin model, with customers expressing concerns about potential price drops in the future [10][19]. Group 2: Customer Insights and Market Competition - Customers often compare the Sea Lion 05 with the Qin and models from Geely, with Geely being a significant competitor due to its quality and design [10][12]. - There is a perception among customers that the current economic climate may lead to further price reductions, impacting their purchasing decisions [8][10]. - A customer shared that using the Sea Lion 05 for ride-hailing could provide a better work-life balance, indicating a shift in consumer behavior towards flexibility in work [12][13]. Group 3: Financing and Purchase Timing - Financing options include a two-year interest-free loan from Agricultural Bank, which is appealing to customers given the vehicle's lower price point [17][18]. - The article suggests that now is a good time for customers in need of a vehicle to make a purchase, especially considering the current market conditions [19]. - The sales team believes that the Sea Lion 05 offers strong value for daily commuting and ride-hailing, despite challenges in the broader market [20].

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—2026 Al 的中国力量(二) ...

Core Insights - Shenzhen's industrial economy is experiencing high-quality development, with a projected industrial added value growth of 5.4% in 2025, following a record growth of 9.7% in 2024, marking the highest rate in nearly 13 years [1][24] - The city's industrial output value exceeded 5 trillion yuan during the 14th Five-Year Plan period, with an average annual growth rate of 6.6%, and it has maintained the top position in both industrial output and added value among Chinese cities for four consecutive years [2][24] - Shenzhen's industrial structure is continuously optimizing, transitioning from traditional manufacturing to "smart manufacturing," which enhances its global competitiveness [3][4] Industrial Achievements - During the 14th Five-Year Plan, Shenzhen's industrial output value surpassed 5 trillion yuan, with the total industrial added value reaching 1.2 trillion yuan, achieving an average annual growth of 6.0% [2][24] - The number of national-level specialized and innovative "little giant" enterprises in Shenzhen reached 1,333, ranking first among cities in China [2] - The city has established 11 industrial projects with over 10 billion yuan in investment, with total industrial investment expected to exceed 1 trillion yuan [7] Innovation and R&D - The coverage rate of R&D institutions among industrial enterprises in Shenzhen increased from 40% to over 70% during the 14th Five-Year Plan, indicating a high density of innovation [12][14] - R&D investment in Shenzhen rose from 151.08 billion yuan in 2020 to 245.31 billion yuan in 2024, with an R&D intensity of 6.67%, the highest among Chinese cities [14][24] - Shenzhen's industrial technology transformation investment is expected to grow by 19.2% in 2025, reflecting the city's commitment to embracing new technologies [15] Future Development Plans - Shenzhen aims to enhance its modern industrial system with stronger international competitiveness, focusing on high-quality development and the promotion of new industrialization [20][23] - The city plans to accelerate the development of emerging industries, including new-generation electronic information and new energy vehicles, while also exploring new growth areas such as low-altitude economy and biomedicine [21][23] - By 2026, Shenzhen will implement a new round of key industrial chain development actions to solidify its manufacturing advantages and promote traditional industries' upgrades [20][23]

1202 Global units sold*, Ford vs BYD Ford has been overtaken in sales for the first time by Chinese carmaker BYD in a sign of the changes upending the automotive industry. The US motor giant’s sales fell by 2pc to just under 4.4 million last year. That compares to 4.6 million sold over the same period by BYD, which climbed to sixth in the rankings of global car manufacturers. Ford’s US sales rose but the carmaker has been losing ground in both Europe and China. The company is best-known for top-sellin ...

Core Viewpoint - The company, Zhongjie Automotive, has established significant relationships with major multinational automotive parts suppliers and is actively expanding its presence in the domestic new energy vehicle market [1] Group 1: Major Clients - The company's primary clients include well-known multinational Tier 1 automotive parts suppliers such as Mahle, Modine, Hanon, Marelli, and ContiTech [1] - The products supplied by the company cover a wide range of international automotive brands, including Mercedes-Benz, BMW, Audi, Porsche, Volkswagen, Skoda, Ferrari, Maserati, Fiat, Tesla, Rivian, Canoo, Ford, General Motors, Chrysler, Dodge, Renault, Citroën, Volvo, Jaguar, Land Rover, Toyota, Subaru, Honda, Nissan, Mazda, Suzuki, Hyundai, Kia, MAN, DAF, Scania, and Iveco [1] Group 2: Domestic Market Expansion - The company is actively expanding into the domestic new energy vehicle market and has established direct business cooperation with leading global new energy vehicle manufacturers such as BYD, Great Wall Motors, and SAIC Motor [1]

Group 1 - The visit to Shenzhen by the delegation led by Chen Bozhang aimed to promote investment and establish connections with key enterprises, aligning with the provincial and municipal government's objectives for the "14th Five-Year Plan" [1] - Huawei, a global leader in information and communication technology, signed a deepened cooperation framework agreement with Changsha, focusing on industrial development, artificial intelligence, data elements, technological innovation, and digital talent cultivation [3] - BYD has established six industrial parks in Changsha, providing 60,000 jobs and achieving over 100 billion yuan in output value for four consecutive years, indicating strong industrial presence and growth [5] Group 2 - Shenzhen's Xinwei Communication Co., Ltd., a national high-tech enterprise, has increased its investment in Hunan, establishing multiple key projects, showcasing the region's attractiveness for advanced manufacturing and technology [7] - Chen Bozhang expressed gratitude to enterprises for their support and emphasized Changsha's commitment to facilitating project implementation, innovation collaboration, and industry integration, aiming for comprehensive cooperation [7] - Business leaders acknowledged Changsha's vibrant innovation ecosystem, strong talent support, and broad development prospects, expressing intentions to increase investment and enhance collaborative outcomes [7]

Group 1 - The core viewpoint of the article highlights the growing presence of electric vehicles (EVs) in Dubai, particularly brands from China such as BYD and GAC, which are becoming increasingly popular among consumers [1] - BYD's Executive Vice President, Li Ke, stated that the company has performed exceptionally well in Dubai, with models like the Fangchengbao and Yangwang being well-received [1] - Li Ke revealed that many customers purchase multiple vehicles at once, with some buying as many as 20 units [1] Group 2 - BYD not only provides a significant number of electric vehicles but also has established a comprehensive charging network in the UAE and plans to increase investments in the region [1] - The company aims to rank fifth in global automotive sales by 2025, attributing this goal not to low pricing strategies but to technological innovation through independent research and development [1] - This success showcases the strength and technological appeal of Chinese enterprises in the automotive sector [1]

"很多客户甚至一买就是20台。"李柯透露。比亚迪不仅提供大量新能源车辆，也建设了完善的充电网 络，并计划在阿联酋持续加大投资。她强调，比亚迪能够跻身2025年全球汽车销量初步排名的第五名， 靠的并非低价策略，而是自主研发的技术创新，展现了中国企业的实力与技术魅力。 （文章来源：21世纪经济报道） 在速度与未来感并存的迪拜，豪车和超跑似乎是人们脑海中的第一印象。然而，真正走上街头，却会发 现新能源汽车正悄然融入城市日常，尤其是来自中国广东的品牌——比亚迪、广汽等随处可见。比亚迪 执行副总裁李柯表示，公司在迪拜表现非常出色，旗下方程豹与仰望车型深受欢迎。 ...