Core Viewpoint - Kandi Technologies Group's subsidiary, Zhonghuan Electric (Zhejiang) Technology Co., Ltd., has signed a three-year strategic cooperation agreement with CATL's Times Kijiji Green Energy Technology (Shenzhen) Co., Ltd. to focus on the mass production of heavy-duty truck battery swap stations, aiming to promote the large-scale development of the new energy vehicle charging market [1][4]. Group 1 - The cooperation is an extension of the previous recognition between Zhonghuan Electric and CATL, as Zhonghuan Electric has successfully entered CATL's global supplier system [3]. - Kandi Technologies has been a pioneer in the battery swap ecosystem for new energy vehicles, with Zhonghuan Electric possessing a core team with over 30 years of experience in the automotive industry [3]. - Zhonghuan Electric's self-developed smart battery swap equipment integrates multiple patented technologies, achieving efficient battery swaps in 90 seconds and providing an open battery swap solution compatible with multiple brands and models [3]. Group 2 - This partnership is a significant step in CATL's "Ten Thousand Stations Plan," which aims to establish a standardized battery swap service network across the country [4]. - The goal of the "Kijiji Battery Swap" solution is to build approximately 900 battery swap stations by 2026, leveraging the strengths of both companies for resource sharing and complementary advantages [4]. - According to iResearch, the annual compound growth rate of China's new energy heavy-duty truck market is expected to reach 25% from 2025 to 2030, with domestic sales projected to reach 500,000 units and global sales to reach 1.2 million units by 2030 [4].

北京商报讯（记者 陶凤 王天逸）1月29日，康迪科技集团宣布，旗下全资子公司中换电(浙江)科技有限 公司和时代骐骥绿能科技(深圳)有限公司正式签署为期三年的战略合作协议，双方将聚焦重卡换电站的 量产，开展从生产制造、交付落地、调试运营到售后运维的全链条深度合作，共同推动新能源汽车补能 市场的规模化发展。 ...

记者今日获悉，康迪科技（KNDI.US）与宁德时代旗下换电公司达成为期三年的战略合作，将共同推 进重卡换电站的量产。根据协议，康迪科技旗下全资子公司中换电（浙江）科技有限公司，将与宁德时 代旗下换电公司时代骐骥绿能科技（深圳）有限公司开展深度合作。双方的合作覆盖生产制造、交付落 地、调试运营到售后运维的全链条。此前，宁德时代提出了"万站计划"，该计划旨在建设覆盖全国的标 准化换电服务网络，其中重卡底盘换电解决方案计划到2026年建成900座换电站。（第一财经记者 肖逸 思） ...

Core Viewpoint - Kandi Technologies Group, Inc. has entered a three-year strategic cooperation agreement with Times Qiji Green Energy Technology to enhance the deployment of heavy-truck battery swap infrastructure, marking a significant step in the company's battery swapping business [1][4]. Group 1: Strategic Cooperation - China Battery Exchange will act as a strategic supplier to Qiji Energy, focusing on the layout, equipment selection, and manufacturing of mechanical and control systems for heavy-truck battery swap stations [2]. - The agreement includes integrated delivery and after-sales services, such as spare parts support, maintenance, servicing, training, and trial operations [2][6]. - This cooperation reinforces China Battery Exchange's position within CATL's global supplier ecosystem, showcasing its technical strength and mass-production capabilities [2]. Group 2: Battery Swap Network Development - Qiji Energy aims to deploy approximately 900 battery swap stations by 2026 as part of CATL's "Ten Thousand Station Plan," with China Battery Exchange playing a crucial role in this initiative [3]. - The collaboration combines CATL's brand recognition and battery technology with China Battery Exchange's R&D and manufacturing expertise, promoting efficient and large-scale implementation of battery swap infrastructure [3]. Group 3: Company Vision and Market Position - The CEO of Kandi Technologies emphasized that this strategic cooperation is a milestone for the battery swapping business, aiming for greater standardization, scalability, and sustainable operations [4]. - Kandi Technologies has consistently viewed battery swapping as a key component of its long-term strategy, focusing on innovation and practical applications for electric vehicles [4]. - The company expects to enhance its service capabilities in new energy infrastructure and support the commercialization of its battery swapping initiatives through this cooperation [6].

Group 1 - The Nasdaq China Golden Dragon Index increased by over 2% on January 22 [1] - 1药网 (1Drug Network) rose by 9.38% [1] - 阿里巴巴 (Alibaba) saw a gain of 6.90% [1] - 理想汽车 (Li Auto) experienced a rise of 5.99% [1] - 世纪互联 (Century Internet) increased by 6.03% [1] - 康迪车业 (Kandi Technologies) grew by 5.64% [1]

International News - US natural gas futures prices saw a significant increase, with intraday gains reaching up to 30%, currently reported at $5.083 per million British thermal units, after previously recording increases of 29%, 28%, and 27% [1][7] - Precious metals market showed a downward trend, with spot gold prices dropping below $4820, $4810, $4800, and $4790 per ounce, with daily declines of 0.25%, 0.44%, 0.64%, and 0.86% respectively [1][7] - Spot silver also faced pressure, falling below $93, $92, and $91 per ounce, with daily declines of 1.68%, 2.93%, and 3.74% respectively [1][7] - US stock market performed strongly, with all three major indices closing up over 1%, the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% [1][7] Individual Stocks - Intel shares rose over 11%, reaching a four-year high; AMD increased by 8.3%, SanDisk by over 10%, Western Digital by over 8%, and Micron Technology by over 6% [2][8] - The Nasdaq Golden Dragon China Index rose by 2.22%, with notable gains from individual stocks such as New Oxygen up 14.93%, Baidu up 8.20%, and Century Internet up 7.17% [2][8] - OpenAI's CEO Sam Altman is meeting with top investors in the Middle East to pursue a new round of financing of at least $50 billion, with a post-funding valuation expected between $750 billion and $830 billion [2][8] - Apple plans a major overhaul of Siri, transforming it into a built-in chatbot with new features expected to launch later this year [2][8] Company Dynamics - French dairy company Lactalis announced a recall of multiple batches of infant formula in 18 countries, including China, due to potential contamination with Bacillus cereus toxin [3][9] - Ubisoft canceled the development of six games, including the remake of "Prince of Persia: The Sands of Time" and four unannounced titles [3][10] - The American Petroleum Institute (API) reported an increase of 3 million barrels in US API crude oil inventories last week, compared to a previous increase of 5.278 million barrels [3][10] - President Trump expressed hope for the retention of Kevin Hassett in his current position, with the shortlist for the Federal Reserve chair narrowing to two or three candidates [3][10]

本文源自：金融界AI电报 新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%，康迪车业涨6.32%。 ...

Core Insights - The AIMExpo, a significant event in the North American power sports industry, will take place from January 7 to 9, 2026, in Anaheim, California, showcasing strong market vitality [1] - Kandi Technologies (NASDAQ: KNDI) stands out at the expo with its innovative model of "Chinese technology + overseas scenarios + overseas channels," enhancing existing dealer relationships and successfully expanding new partnerships for future market growth [1][3] Group 1 - Kandi Technologies showcased several electric products, including the Element2+2 golf crossover vehicle and the electric UTV Cowboy, which meet diverse North American market demands for community transport and outdoor needs [3] - The company has established a core business structure based on non-road electric mobility products in North America, supported by local factories and multiple storage centers, creating a mature supply chain and channel [3][6] Group 2 - The expo generated high interest, leading to multiple cooperation intentions and agreements, with Kandi Technologies having entered over 1,050 large retail stores, including Costco and Lowe's, leveraging its established channel network [6] - In the context of a slowing global electric vehicle market, Kandi Technologies is strategically targeting the electric non-road vehicle market, using a collaborative model to expand market share and provide a valuable case study for Chinese tech companies going global [6]

Core Insights - Kandi Technologies Group, Inc. participated in the American International Motorcycle Expo (AIMExpo) 2026, showcasing its electric off-road vehicle products and engaging in strategic discussions to enhance its market presence in North America [1][4]. Group 1: Event Participation and Product Showcase - The AIMExpo is a significant trade show in the North American powersports industry, where Kandi highlighted flagship products such as the Element 2+2, 4Pro F, and 6Pro 4+2 electric golf carts, along with UTV models from the Cowboy and Innovator series [2]. - Kandi's showcased vehicles are designed for various applications, including community mobility, agricultural operations, and outdoor recreation, reflecting the company's understanding of end-user needs in the North American market [2]. Group 2: Strategic Partnerships and Market Expansion - During AIMExpo, Kandi engaged in extensive discussions with dealers and potential partners, resulting in formalized collaboration agreements with multiple new channel partners, which will support future market penetration [3]. - The CEO of Kandi emphasized the importance of North America as a core strategic market and highlighted the company's commitment to strengthening collaborations and enhancing market insights through participation in industry events [4]. Group 3: Operational Strategy and Long-term Growth - Kandi has invested in establishing a comprehensive localized operational ecosystem in North America, including product development, manufacturing, supply chain management, and channel operations, which allows for optimization based on local market needs [4]. - The successful participation in AIMExpo 2026 is expected to enhance Kandi's visibility in the North American powersports and off-road vehicle sectors, supporting the company's long-term business development [4].

International News - Significant fluctuations in international financial markets were observed, with precious metals and energy sectors showing active performance influenced by geopolitical and macroeconomic policies. Gold futures in New York surpassed $4,470 per ounce, with an intraday increase of 0.43%, previously touching $4,460 per ounce, where the intraday increase exceeded 3%. Spot gold also rose, breaking $4,450 per ounce, with an intraday increase of 2.71% [1][11] - The silver market exhibited even stronger performance, with New York silver futures surging 9% to $77.41 per ounce, while spot silver broke $77 per ounce, with an intraday increase of 5.8%. Domestic silver futures also rose by 4%, reaching 18,898 yuan [1][11] - The Azerbaijan State Oil Fund announced profits exceeding $10 billion from gold investments, reflecting an increasing demand for precious metal asset allocation [2] - In the energy market, crude oil futures rose over $1 per barrel due to the situation in Venezuela [3] - The U.S. Department of Energy announced a $2.7 billion investment to enhance uranium enrichment capabilities to ensure domestic energy security. All three major U.S. stock indices closed higher, with the Dow Jones rising 1.23% to reach a historical high, the Nasdaq increasing by 0.69%, and the S&P 500 up by 0.64%. Oil and gas stocks led the gains, with Halliburton, Schlumberger, and Chevron rising by 8.8%, 8.2%, and 6.9%, respectively [4][14] - Goldman Sachs shares rose nearly 5%, marking the largest increase since May of the previous year [5] - Large tech stocks showed mixed performance, with Tesla rising over 3% and Amazon increasing over 2%, while Apple and Micron fell over 1% [6][16] - The Nasdaq Golden Dragon China Index closed up 0.53%, with companies like Canaan Inc., Wanwu Xingsheng, and Kandi Technologies seeing gains exceeding 8% [7][17] Domestic News - The domestic bulk commodity market followed international trends with significant fluctuations, particularly in silver and nickel. Silver futures rose by 4% to 18,898 yuan, while nickel futures increased by 1% to 135,610 yuan [9][19] - In the Hong Kong stock market, the total number of property sale contracts reached 80,702 in 2025, an increase of 18.7% year-on-year, marking a four-year high, with a total value of 614.277 billion HKD, up 15% year-on-year. Residential property sales accounted for 62,832 contracts, valued at 519.83 billion HKD [9][20] - In the A-share market, 17 listed companies disclosed share reduction plans on January 5, including Hongmian Co., Changgao Electric, and Xianfeng Precision, with no increase cases reported on that day [9][20] - The Nasdaq Golden Dragon China Index initially fell over 1%, with Xpeng Motors and Baidu dropping 4.5% and 3.89%, respectively, but rebounded to close up 0.53% [9][20] - In international capital flows, TSMC shares surged 3.4% to $330 per share, with a total market capitalization of $1.7 trillion, reflecting market confidence in the long-term prospects of the semiconductor industry [10][20]