点 击 蓝 字 关 注 我 们 目 录 行业信息 13、云南: 到 2028年力争全省有色金属产业产值突破 6000 亿元 新能源电池和磷产业 成为新的千亿级产业 8、东莞:将安排 8000 万元发放汽车购新补贴,最高补贴 5000 元/辆 9、关于印发《海南省定安县 2026年上半年新能源汽车促消费奖励实施方案》的通知 10、西安 2026 年汽车置换更新补贴细则公布 11、广东汕尾市市场监督管理局发布关于做好电动汽车充电桩强制检定及计量数据智慧 监管工作的告诫书 14、国管局关于 2025年公共机构节约能源资源工作安排的通知 政策信息 1、公安部: 全国新能源汽车保有量达 4397 万辆 2、全球电动汽车充电桩对比:荷兰车桩比 5:1领跑,中国快充占比近半 3、机构:预计 2026年全球磷酸锰铁锂产量达 7 万吨 去年为 2.85 万吨 4、广东:做大做强新能源、智能网联汽车、智能机器人、航空航天等新兴产业 5、IDC: 2025年全球纯电动汽车销量将超 1210 万辆 6、云南省政府与宁德时代签署全面战略合作协议 7、2025 年山东新能源汽车产量超过 110 万辆 8、江西抚州市金溪县发改委发布《金溪 ...

标准聚焦日常使用便利性和碰撞救援安全性，体现在三大方面： 2026年2月3日，理想官方公众号理想技术发文 理想汽车首个主导的强制性国家标准GB 48001—2026 《汽车车门把手安全技术要求》正式发布 以下为原文： 2026年1月28日，工业和信息化部组织制定的强制性国家标准《汽车车门把手安全技术要求》（GB 48001—2026）由国家市场监督管理总局、国家标准化管理委员会批准发布，将于2027年1月1日起开 始实施。 《汽车车门把手安全技术要求》是全球首个门把手安全法规，同时也是理想汽车首个主导的强制性国 家标准、首次在强制性国家标准领域承担核心编制任务，彰显了企业技术研发实力与行业引领作用。 一是研究提出了车门把手的手部操作空间及布置区域要求。 提出了手部操作空间、布置区域等标准 要求， 明确了车门外把手的手部操作空间最小尺寸为60mm×25mm×20mm，重点解决隐藏式外门把 手及内门把手操作不便、难以识别等困扰消费者的问题。 二是明确规范了车门把手的机械释放安全要求。 提出了车门内把手和车门外把手均应具有机械释放 功能，确保不可逆约束装置展开或动力电池热扩散等事件发生后通过机械释放车门把手的单次或 ...

作者丨彭鑫 编辑丨安安 2月1日，多家新势力车企陆续公布1月交付数据。 鸿蒙智行和零跑1月分别交付57915台和32059台；蔚来和岚图均实现同比大幅增长，分别同比增长96.1%和31%。 理想和小鹏则同比、环比双双下滑：前者1月交付新车27668台，同比下滑7.6%，环比下滑37.5%；后者1月交付新车20011台，同比下滑34.1%，环比下滑 46.7%。 | 品牌名称 | 2026年1月交付量 (辆) | 同家 | | --- | --- | --- | | 鸿蒙智行 | 57915 | 65.6 | | 小米 | 39000+ | | | 零跑 | 32059 | 279 | | 理想 | 27668 | -7.6 | | 高来 | 27182 | 96.1 | | 小鹏 | 20011 | -34. | | 岚圏 | 10515 | 319 | 制图：财经网汽车 乘联分会发布的数据显示，2026年1月1日至18日，国内乘用车零售67.9万辆，同比下跌28%，环比下跌37%。其中，新能源乘用车出现罕见大幅下滑，零售 销售为31.2万辆，同比下跌16%，环比腰斩，降幅达52%，新能源汽车渗透率从去年12 ...

Investment Rating - The report assigns a "Buy" rating to several companies in the automotive sector, indicating an expectation of total returns exceeding the relevant industry over the next 12 months [8]. Core Insights - The automotive market in January 2026 experienced a seasonal downturn, with a notable decline in demand due to the impact of subsidy policies and adjustments in purchase tax. Most new energy vehicle manufacturers saw a significant month-on-month sales drop of 43.9% [3][4]. - Despite the overall weak performance in the first quarter of 2026, the continuation of the vehicle replacement policy is expected to support market recovery as local subsidy details are finalized [4]. - Companies to watch include: - Xpeng Motors (9868 HK/XPEV US) with new models launching and increasing overseas production [4]. - Geely Automobile (175 HK) focusing on internal resource integration post-privatization of Zeekr [4]. - BYD (1211 HK) benefiting from increased overseas production capacity and high growth in international sales [4]. Summary by Relevant Sections Sales Performance - BYD's January sales were 205,518 units, down 30.7% year-on-year and 50.4% month-on-month. However, exports surged by 43.3% to 100,009 units, with overseas sales accounting for 47.6% of total sales [6][7]. - NIO delivered 27,182 vehicles in January, a 96.1% year-on-year increase but a 43.5% month-on-month decline. The introduction of new financing options is expected to ease purchasing barriers [6][7]. - Xpeng delivered 20,011 vehicles, down 34.1% year-on-year and 46.6% month-on-month, with the new X9 model showing significant growth [6][7]. - Li Auto's deliveries were 27,668 units, reflecting a slight decline due to product cycle impacts [6][7]. - Xiaomi's deliveries exceeded 39,000 units, marking a 95% year-on-year increase [6][7]. Company Ratings and Price Targets - The report includes various companies with their respective ratings and target prices, indicating potential upside: - BYD (1211 HK) with a target price of 133.00, representing a 36.06% upside [8]. - NIO (9866 HK) with a target price of 62.75, indicating a 62.48% upside [8]. - Xpeng (9868 HK) with a target price of 134.69, suggesting an 87.98% upside [8].

据了解，理想汽车于去年12月3日发布并旗下首款AI眼镜Levis AI智能眼镜，并于当天开启在理想商城 及京东商城现货销售。产品主打第一视角拍摄、快速AI响应及控车能力，仅重36克，采用TR90超轻材 质与钛合金转轴。和蔡司镜片达成合作，提供多种光学版本，然后开售后不到一周产品就已全部售罄。 根据京东平台显示"因产能不足，首批订单预计2月底前完成交付。" 京东平台还特别说明正式开售时间为3月中旬。也就是代表第二批开售与第一批开售相差了接近4个月， 目前有消息称理想正在寻找新的生产供应商。 据《XR Vision》核实的数据，理想AI眼镜首批销量超过3万台，这一数字略低于小米开售3天销售5万台 的成绩，但理想首批备货没有小米充裕，很快部分SKU就显示缺货；另外铺货线下门店方面，开售之时 理想只有部分线下门店仅提供体验，而小米开售时线下4000家门店均有少量备货，有不少用户是从线下 购买。理想这一数据可以说非常亮眼，足见理想的产品力、品牌号召力以及理想车主的购买力。 凤凰网科技讯 2月3日，最近，理想汽车高级副总裁范皓宇在做客"十字路口Crossing"播客时披露了部分 理想AI眼镜的销售情况，他表示理想AI眼镜 ...

2月1日，车企陆续披露新年首月销量。 从已公开信息来看，2026年1月，车市总体呈现同比微增、环比下滑的形势，部分车企环比下滑十分明 显，甚至是腰斩。 今年开局市场低迷的核心原因，一方面是国家政策退坡带来连锁反应，2026年起，新能源汽车购置税由 全额免征调整为减半征收，引发了年初消费者与厂商博弈，导致新能源汽车市场观望情绪较重。 另一方面是需求透支与春节错位。去年底，车企为冲刺销量、抢占政策末班车，密集推出降价、免息等 促销活动，刺激市场需求集中释放，加上春节延到2月中下旬，导致1月市场需求不振。 | 车企 | 销量(万辆) | 同比 | 环比 | | --- | --- | --- | --- | | 上汽集团 | 32.7 | 23.9% | -24.75% | | 吉利汽车 | 27.02 | 1.29% | 14.08% | | 比亚迪 | 21.01 | -30.11% | -50.04% | | 奇瑞汽车 | 20.03 | -10.72% | -18.23% | | 广汽集团 | 11.66 | 18.46% | -37.79% | | 长城汽车 | 9.03 | 11.59% | -27.1 ...

2月1日，各家车企相继发布了1月销量。从整体上看，汽车行业实现2026年"开门红"，大多数车企1月销量同比取得正增长，但这一同比增长是由于2025年春 节在1月，去年同期的新车销售基数较低。 环比数据上，大多数车企1月销量下滑明显，主要原因在于2025年12月新能源汽车还享受购置税全额减免政策，同时车企为年底冲量，在12月出台了许多其 他优惠政策。进入2026年1月后，新能源汽车购置税开始减半征收，车企购置税兜底政策也随之结束。另外，1月各地具体的购车补贴细则尚未全部出台，导 致消费者存在观望情绪，影响了车市终端销售情况。 具体来看，问界汽车1月交付约4万辆，同比增长83%，环比下滑30.74%；小米汽车1月交付超3.9万辆，去年同期为超2万辆，去年12月为超5万辆；零跑汽车 1月全系交付达3.21万辆，同比增长27%，环比下滑46.94%。 比亚迪1月销售21.01万辆，其中海外销量表现亮眼，乘用车及皮卡海外销售10万辆，同比增长43.3%。分品牌来看，比亚迪品牌销售17.75万辆；方程豹品牌 销售2.16万辆；腾势品牌销售6002辆；仰望品牌销售413辆。 长城汽车1月销售新车9.03万辆，同比增长11. ...

Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]

Core Insights - The automotive market in January 2026 shows a clear distinction between traditional domestic brands, which are performing strongly, and new energy vehicle (NEV) startups, which are facing challenges [1][5] Traditional Domestic Brands Performance - Major traditional automakers like SAIC, Geely, and Chery reported over 20% year-on-year sales growth in January 2026, with SAIC leading the market [2][3] - SAIC sold 327,400 vehicles in January, a 23.9% increase year-on-year, with 214,000 units from its own brands, marking a 39.6% increase [2] - Geely's sales reached 270,200 units, a 1% year-on-year increase, with NEV sales contributing significantly [2] - Chery's sales totaled 200,300 units, with exports accounting for 119,600 units, a 48.1% increase year-on-year [3] - GAC Group saw a significant increase in sales, reaching 116,600 units, up 18.47% year-on-year, driven by its new energy and overseas sales [3] New Energy Vehicle Startups Challenges - In contrast, nine major NEV startups experienced a collective decline in sales, with month-on-month drops ranging from 21.2% to 47.0% [5][6] - Despite the downturn, some brands like NIO and Zeekr reported year-on-year growth exceeding 95% [6][7] - The decline in NEV sales is attributed to short-term factors such as policy changes and seasonal demand fluctuations [6][7] - The market is expected to stabilize post-policy transition, with a potential recovery in sales anticipated in February and March 2026 [7] Market Dynamics and Future Outlook - The automotive industry is witnessing a restructuring of brand rankings, with traditional brands solidifying their positions while new entrants face increasing competition [1][5] - The long-term growth logic of the NEV sector remains intact, with expectations for a gradual recovery as new products are launched and market conditions improve [7]

截至2月2日，国内主流车企2026年1月产销数据陆续披露。整体市场呈现"传统自主强势领跑、新势力普 遍承压"的鲜明格局：上汽、吉利、奇瑞等头部车企销量同比多实现20%以上增长，自主品牌座次因新 能源与出口表现差异出现重构。 与此同时，9家主流造车新势力则遭遇集体环比下滑。业内分析指出，短期政策切换、淡季效应等因素 扰动终端，但自主车企核心竞争力持续提升，新势力"马太效应"加剧，行业高质量发展的长期逻辑未 变。 ● 本报记者 龚梦泽 自主品牌座次重构 奇瑞集团凭借出口优势跃居前列，1月销售汽车20.03万辆，其中出口11.96万辆，同比增长48.1%，连续 9个月出口突破10万辆。新能源板块同样稳步推进，1月销量5.21万辆，形成"出口+新能源"双轮驱动格 局。旗下主要品牌中，奇瑞品牌销量13.56万辆，捷途品牌4.27万辆，星途、iCAR、智界品牌分别销售 5276辆、3419辆、4506辆，产品矩阵覆盖从主流到高端的全细分市场。 广汽集团自主板块爆发式增长，推动整体销量达11.66万辆，同比增长18.47%。这是昊铂埃安BU和传祺 BU完成组建后首次披露月度销量，成效立竿见影：昊铂埃安BU销量超2.16万辆 ...