Workflow
LI AUTO(LI)
icon
Search documents
American Lithium Announces CEO Appointment
Globenewswire· 2026-02-03 12:00
VANCOUVER, British Columbia, Feb. 03, 2026 (GLOBE NEWSWIRE) -- American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | OTCQX:AMLIF | Frankfurt:5LA1) is pleased to announce that Mr. Alex Tsakumis has been appointed Chief Executive Officer (“CEO”) effective January 29, 2026. Mr. Tsakumis was the Interim CEO of the Company since September 1, 2024, and a member of the board of directors (the “Board”) since 2021. Mr. Tsakumis is a public markets specialist with over 30 years of experience in the ...
【新能源周报】新能源汽车行业信息周报(2026年1月26日-2月1日)
乘联分会· 2026-02-03 10:48
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 ...
理想说新版汽车车门把手强制性国家标准是理想主导的
理想TOP2· 2026-02-03 10:31
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 ...
部分造车新势力1月交付数据丨鸿蒙智行57915台 小米、零跑超3万台
Cai Jing Wang· 2026-02-03 09:19
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 ...
2026年1月季节性淡季致内需承压,静待地方政策落地与需求回补
BOCOM International· 2026-02-03 05:20
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].
理想AI眼镜真实销量曝光:首销超3万台 略低于小米
Feng Huang Wang· 2026-02-03 04:35
Group 1 - The core point of the article highlights the strong demand for Li Auto's AI glasses, which sold out within hours, indicating robust product appeal and brand strength [1][2] - Li Auto's AI glasses sold over 30,000 units in the first batch, which is slightly lower than Xiaomi's 50,000 units sold in three days, but Li Auto had limited inventory compared to Xiaomi [1][2] - 12% of the buyers of Li Auto's AI glasses are non-Li Auto vehicle owners, showcasing the product's broad market appeal beyond existing customers [1] Group 2 - The AI glasses, named Levis AI Smart Glasses, were launched on December 3 and feature first-person shooting, quick AI response, and vehicle control capabilities, weighing only 36 grams [2] - Due to high demand and production capacity issues, the first batch of orders is expected to be delivered by the end of February, with the next batch set to launch in mid-March, indicating a significant gap between the two sales [2] - Li Auto is actively seeking new production suppliers to address the capacity constraints and meet the demand for its AI glasses [2]
1月车市环比多暴跌,出口成“救命稻草”
Xin Lang Cai Jing· 2026-02-03 04:12
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 ...
同比普涨、环比普跌,1月车企销量“开门红”成色不足
Jing Ji Guan Cha Wang· 2026-02-03 02:34
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. ...
SpaceX宣布收购xAI!道指涨超1% 闪迪大涨15.44%!现货黄金跌超4% 原油大跌!美国推迟发布就业报告
Mei Ri Jing Ji Xin Wen· 2026-02-02 23:07
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]
1月车市分化加剧:自主品牌座次洗牌 新势力环比普降
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]