点 击 蓝 字 关 注 我 们 K 6、内蒙古首个半固态锂电池储能项目并网 7、蜂巢能源：与中汽信科签署战略合作协议 共建技术品牌联合实验室 8、2025年华为乾崑合作品牌再创佳绩,总销量超 90万台 10、《推动液态新能源发展倡议》正式发布 11、香港运输署:自动驾驶技术测试加速推进 12、同济大学成立机械工程与机器人学院、汽车与能源学院 目 录 行业信息 5、广东深圳市工业和信息化局关于《新能源汽车动力域研发基地项目遴选方案》的公 9、工信部等四部门召开动力和储能电池行业座谈会,规范治理低价竞争等非理性竞争 行为 政策信息 13、山东日照市岚山区司法局关于印发《新能源电动汽车充电基础设施建设运营相关违 法行为执法指引》的通知 14、福建福州市商务局关于实施 2026年汽车以旧换新政策的公告 15、湖北襄阳"十五五"规划:加快新能源汽车突破性发展 1、号称全球首款可量产的全固态电池问世:能量密度 400Wh/kq,5 分钟充满电 2、商务部: 2025 年汽车以旧换新超 1150 万辆 3、CES 2026: 自动驾驶技术与人工智能成焦点，汽车制造商调整电动汽车计划 4、盛新锂能成立新公司 含新能源汽车相关 ...

✅ 霸王茶姬 ：7000 家店的野心 ——"高端定位 + 下沉扩张"，一年营收涨 167% 还能赚； 等了一整年的「商业底牌手册」终于上线——《公司的秘密》第七辑，开启预售！ 先搞懂：《公司的秘密》到底是什么？ 它从来不是 "商业鸡汤合集"—— 而是《第一财经》杂志 大公司深度研报的年度合集 ：编辑部扒 遍上市公司财报、投行研报、行业数据，只做 "真金白银的拆解"：不聊虚头巴脑的 "暴打资本"， 只拆公司 "赚在哪、亏在哪" 的底层逻辑；不谈空泛的 "行业趋势"，只挖从小米、拼多多到蔚 来、泡泡玛特的 "商业底牌"。 现在！《公司的秘密》第七辑预售正式开启！，把2025年最炸的商业真相带给你~这一辑，每 篇都是 "财报级干货"： ✅ 蔚来 L90 ：单月卖 1.5 万辆的秘密 —— 靠 "26 万定价 + 平台化生产"，蔚来从月销 5000 逆袭 破 4 万； ✅ 泡泡玛特 ：盲盒不香了？它靠 "IP 爆款常态化" 赚 34 亿，利润反超全球玩具巨头美泰； 还有任天堂的 "Switch 困局"、恒瑞的 "集采转型"、寒武纪的 "AI 算力逆袭"… 把数字变成你能看 懂的搞钱指南。 划重点：前六辑单本，已经全！ ...

1月8日，工信部在其网站上公示了第403批《道路机动车辆生产企业及产品公告》，多款重量级新车集体亮相，其中不少车型将于2026年北京车展正式发 布。 蔚来 ES9 作为蔚来品牌全新旗舰级产品，ES9定位全尺寸SUV，其外形尺寸达到了5365×2029×1870mm，轴距为3250mm。 由于尺寸进一步加大，ES9的整备质量起步就达到了2845kg。为了匹配庞大的车身尺寸，蔚来ES9的最大轮胎规格达到了23寸，分别265/50R21， 275/45R22，HL275/40R23（High Load高承载/高负荷）。其他选装配置方面，新车提供前后灯组、6种造型的轮圈样式、提供电动踏板、彩色卡钳、熏黑饰 条等黑化套件，以及双色车身等配置。 大众ID.ERA 9X 大众的大型增程式SUV终于亮相，新车被正式命名为ID.ERA 9X。新车采用大众全新设计语言，前脸是贯穿式灯带结合发光LOGO组合，大灯采用分体式设 计，车顶还配备了激光雷达。前杠采用新能源汽车惯用的封闭式设计，同时可以看到闭合状态下的主动进气格栅。车身侧面采用双色搭配，轮眉、A/B/C/D 柱及车顶行李架都采用黑色混搭。同时采用了隐藏式门把手设计。 外观 ...

Core Viewpoint - Nio's stock price increased by over 2% in Hong Kong, indicating a cautious recovery influenced by a European Union proposal that could enhance sales of Chinese electric vehicles (EVs) in the region [1] Company Summary - Nio's stock reached a high of $38 following the positive news regarding the EU proposal [1] Industry Summary - The European Union's proposal is expected to potentially boost sales of Chinese EVs, which may positively impact the overall market for electric vehicles in the region [1]

Investment Rating - The report maintains a positive outlook on the automotive industry, indicating a favorable investment rating for the sector [2]. Core Insights - The report highlights the impact of rising prices for memory, copper, aluminum, and key components, which are expected to lead to an increase in consumer vehicle prices. It suggests focusing on supply chain companies with good supply-demand dynamics and price transmission capabilities, as well as mid-to-high-end vehicle manufacturers with model cycles [2]. - The report notes that the average daily retail sales of passenger vehicles in China reached 123,000 units in the last week of December, a year-on-year increase of 17% [2]. - The report emphasizes the importance of the recently implemented green consumption policies, which aim to support the purchase of new energy vehicles and enhance the automotive industry's supply chain [11][12]. Market Updates - The automotive industry recorded a total transaction value of 638.35 billion yuan, with a week-on-week increase of 11.27%. The automotive industry index rose by 2.53% during the week [2][13]. - The report indicates that the automotive industry index's growth was lower than that of the Shanghai and Shenzhen 300 index, which increased by 2.79% [13]. - The report lists significant stock movements, with 201 stocks rising and 68 falling, highlighting the top gainers and losers in the automotive sector [19]. Key Events - The Ministry of Industry and Information Technology released the 403rd batch of new vehicle approvals, featuring several notable models from various manufacturers [3][4]. - The report discusses the rising cost pressures in the automotive industry due to increasing memory prices, which are becoming a significant factor affecting profitability [6][8]. - The report mentions a strategic cooperation agreement between CATL and NIO, focusing on battery technology and market collaboration [36]. Financial Metrics - The automotive sector's price-to-earnings ratio stands at 30.20, ranking 18th among all primary industries, indicating a moderate valuation compared to the Shanghai and Shenzhen 300 index's 14.41 [16][18].

Core Viewpoint - The competition in the domestic automotive market is intensifying as major car manufacturers and alliances announce ambitious sales targets for 2026, totaling 18.339 million units, which exceeds the actual sales of 3.86 million units in 2025 [1] Group 1: New Energy Vehicle Manufacturers - New energy vehicle manufacturers such as Hongmeng Zhixing, Leap Motor, and NIO have set aggressive sales targets for 2026, with expected growth rates ranging from 40% to 121% [2][4] - Hongmeng Zhixing aims for sales between 1 to 1.3 million units, with a projected growth rate of 70%-121% [4] - Leap Motor targets 1 million units with a growth rate of 68%, while NIO's target is between 456,000 to 489,000 units, reflecting a growth of 40%-50% [2][12] - Xiaomi Auto plans to increase its sales target from 350,000 units in 2025 to 550,000 units in 2026, representing a growth of approximately 38% [8] Group 2: Traditional Automakers - Traditional automakers like Geely, Changan, and Chery have set more conservative targets, with Geely aiming for 3.45 million units, Changan for 3.3 million units, and Chery for 3.2 million units, reflecting growth rates of 14%, 13%, and 14% respectively [3][13] - Great Wall Motors plans to sell 1.8 million units in 2026, with a leading growth rate of 36% among traditional manufacturers [2][13] - Geely's target includes a significant focus on electric vehicles, aiming for 2.22 million units in 2026, up from 1.69 million in 2025, increasing its electric vehicle penetration from 56% to 64% [13][14] Group 3: Market Dynamics and Competition - The competition in the automotive market is shifting from mere scale expansion to a comprehensive contest involving technology, product offerings, and global strategies [18] - Market analysts predict that growth in the Chinese passenger car market may slow or even decline slightly in 2026, making every percentage point of growth critical and competitive [18] - The ability of companies to balance scale, profitability, and technological investment will determine their success in this increasingly fierce market [19]

在全国各大城市中，汽车产量如何？2025年前11个月，重庆汽车产量近250万辆。北京和上海的汽车产 量超过了百万辆，郑州、青岛等城市的产量也接近百万辆。新能源汽车方面，2025年前11个月，合肥新 能源汽车产量超120万辆，居全国城市第一。 产量比拼背后，是技术创新、产业链韧性等多维度竞争。 多个城市产量超百万辆 重庆汽车产量持续增长。2025年前11个月，重庆汽车产量为249.81万辆，同比增长12.1%。近年来，重 庆汽车产业转型成效显著。2024年重庆汽车产量达254万辆，创近7年新高；其中新能源汽车产量95万 辆，是2021年的6倍多。 北京、上海、柳州等城市也在百万级别。2025年前11个月，上海整车产量为160.11万辆，其中新能源汽 车产量104.2万辆。北京2025年前11个月全市生产汽车133.5万辆，比上年同期增长27.6%。值得关注的 是，柳州2025年前9个月的整车产量已经完成133.1万辆，同比增长37.8%，全年"成绩单"可期。 郑州、青岛、长沙、武汉等城市正稳步接近"百万辆"门槛。2025年前10个月，郑州全市整车产量95.63 万辆，同比增长16.52%，年产量突破百万大关几无 ...

Core Insights - NIO officially entered the "one million club" with the production of its one millionth vehicle, a new ES8, at its Hefei factory, marking a significant milestone in the company's growth and commitment to innovation in China's advanced technology sector [2][3] - The achievement reflects NIO's long-term strategy and maturity in its operational capabilities, transitioning from a focus on survival to prioritizing quality in its third development phase [3][5] Company Performance - NIO's journey from its first production vehicle in May 2018 to reaching one million units by January 2026 demonstrates a robust growth trajectory, with a total investment of 650 billion yuan in core technology and 180 billion yuan in a nationwide charging and battery swap network [2][4] - In 2025, NIO delivered 326,000 vehicles, a 46.9% year-on-year increase, with the new ES8 achieving over 22,000 deliveries in a single month, setting a record for vehicles priced above 400,000 yuan [2][4] Industry Impact - NIO's success is seen as a representation of the upward trajectory of China's smart electric vehicle industry, breaking the stereotype that Chinese brands cannot produce luxury vehicles [4][5] - The company has established a strong presence in the high-end market, contributing to the transformation and upgrade of the Chinese automotive industry, and enhancing the global competitiveness of Chinese high-end new energy vehicles [4][5] Regional Development - NIO's growth is closely linked to the development of the automotive industry cluster in Hefei, which has seen significant advancements in production and competitiveness, with the region leading in automotive output and new energy vehicle production [5] - The collaboration agreements signed with local companies like Chery and Jianghuai, as well as partnerships with semiconductor firms, signify a shift from isolated breakthroughs to collective advancements in the automotive sector [5] Future Outlook - NIO's future strategy includes continued investment in its 12 core technology systems, infrastructure expansion with a goal of over 10,000 charging and battery swap stations by 2030, and a focus on maintaining a growth rate of 40%-50% annually while deepening its market presence in China and expanding globally [5]

在全国各大城市中，汽车产量如何?2025年前11个月，重庆汽车产量近250万辆。北京和上海的汽车产量 超过了百万辆，郑州、青岛等城市的产量也接近百万辆。新能源汽车方面，2025年前11个月，合肥新能 源汽车产量超120万辆，居全国城市第一。 产量比拼背后，是技术创新、产业链韧性等多维度竞争。 多个城市产量超百万辆 重庆汽车产量持续增长。2025年前11个月，重庆汽车产量为249.81万辆，同比增长12.1%。近年来，重 庆汽车产业转型成效显著。2024年重庆汽车产量达254万辆，创近7年新高;其中新能源汽车产量95万 辆，是2021年的6倍多。 还有政策扶持。"十四五"以来，重庆市将建设"智能网联新能源汽车之都"作为推动制造业高质量发展的 核心战略，着力打造世界级智能网联新能源汽车产业集群。安徽省明确，支持合肥打造具有全球影响力 的新能源汽车之都和智能网联新能源汽车创新高地;支持芜湖建设自主品牌集聚区。 统计方式调整引发格局变化 近两年，中国汽车产量头部城市格局发生了变化。 2023年，广州汽车产量达318万辆，整车产量连续5年全国第一，紧随其后的是重庆、上海、深圳和长 春。 2024年，合肥凭借新能源汽车产 ...

当地时间1月12日，美股市场颇为"热闹"。三大指数集体收涨，其中道指、标普500指数再创新高。截至 收盘，道指涨0.17%，报49590.20点；纳指涨0.26%，报23733.90点；标普500指数涨0.16%，报6977.27 点。 热门中概股多数收涨，纳斯达克中国金龙指数涨4.26%。阿里巴巴涨超10%，创2025年8月29日以来最大 单日涨幅。 国际局势方面，特朗普在其社交媒体"真实社交"发文表示，如果美国最高法院出于任何原因做出对美国 不利的关税裁决，美国将要面临实际金额数千亿美元的赔偿。 金银期现价格开盘跳水 北京时间1月13日早盘，金银价格开盘跳水。伦敦现货黄金盘中失守4580美元/盎司；伦敦现货白银连续 快速跌破85美元/盎司、84美元/盎司重要关口。 | 伦敦金现 | < W | | | | | | | --- | --- | --- | --- | --- | --- | --- | | SPTAUUSDOZ.IDC | | | | | | | | 昨结 4597.200 4585.063 | | | 总量 | | | 0 | | 4597.200 -0.26% 开盘 | | | 现手 | ...