所上市；6）华阳集团HUD累计出货350万套稳坐全球头部；7）速腾聚创获东风日产多款车型定点；8）禾赛获美团无 人机定点；9）地平线首批单征程6M方案进入量产期。 高频核心数据更新 智能化月报系列 车中旭霞 汽车智能化月报： 《汽车智能化月报系列（三十一）-工信部许可两款L3级自动驾驶车型产品，希迪智驾、图达通港交所上市》——20251231 《汽车智能化月报系列（三十）-9月城区NOA渗透率达16%，小鹏发布第二代VLA、Robotaxi、全新一代IRON》—— 20251126 《国信汽车-汽车智能化月报系列（二十九）：小马智行和文远知行冲击港股上市，均胜电子再获50亿元汽车智能化全球订 单》——20251103 《国信汽车-汽车智能化月报系列（二十八）-地平线合作哈啰加速Robotaxi商业化落地，禾赛科技于香港交易所上市 》—— 20250928 《国信汽车-汽车智能化月报系列（二十七）：尚界H5搭载HUAWEI ADS 4辅助驾驶系统，地平线HSD首搭奇瑞星途E05》 ——20250827 《国信汽车-汽车智能化月报系列（二十六）：汽车智能化月报系列二十六 - 上海新一批智能网联汽车示范运营牌照7月 ...

以下文章来源于BigBite思维随笔 ，作者BigBite BigBite思维随笔 . Big Bite Small Talk, 杂谈随笔，聊科技，AI，成长，理财，经验杂谈。Stay Hungry 作者 | BigBite 来源 | BigBite思维随笔 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 CES老黄身穿闪闪发光的黑色皮衣宣布Nvidia在自动驾驶领域重磅推出以Alpamayo为核心的研发生态体系，一时间投资圈热议。世界首富马老板近几年已经多次强调 其旗下Tesla的核心价值几乎全部来自于AI和机器人，而其自动驾驶系统FSD正是这个万亿美元科技巨头的王冠上钻石，而Nvidia此次推出Alpamayo被很多投资人认为 是自动驾驶的"安卓时刻"，潜在对其市值评估逻辑产生重大影响，NV公布Alpamayo当天TSLA美股价格就跌去了4%，但是究竟Alpamayo能否打破Tesla FSD的竞争壁 垒还是要从多方面进行深入思考。 算力为王 Nvidia这次公布 ...

Could Lucid stock be the next explosive winner in the EV market?Lucid (LCID +0.70%) is a player in the electric vehicle (EV) market focused on luxury sedans and SUVs. The company's Air sedans and Gravity SUVs generally receive very high marks from automotive media outlets and drivers, and the business's basic strategy bears substantial similarities to the approach that Tesla (TSLA 0.16%) used to become one of the world's most valuable companies.Tesla posted negative gross margins on each vehicle sold and op ...

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating an expected stock price increase of over 15% relative to the benchmark index within the next 12 months [8]. Core Insights - The collaboration between Star Dynamics and SF Technology focuses on the development and application of embodied intelligent robotics in logistics, addressing labor shortages and automation flexibility issues [4]. - The report highlights the accelerating progress of embodied intelligence in logistics, with Star Dynamics leveraging its self-developed VLA model and humanoid robots to provide comprehensive solutions for warehousing and logistics [4]. - Major tech companies are investing in physical AI, with advancements in humanoid robots and their applications in autonomous driving and robotics [5][6]. - Tesla's Optimus robot is expected to achieve significant advancements, with plans for mass production and potential applications in space missions [7]. Summary by Sections Industry Collaboration - Star Dynamics and SF Technology have signed a deep cooperation agreement to develop embodied intelligent robotics for logistics, focusing on areas like warehousing and express delivery [4]. Technological Advancements - The CES 2026 showcased advancements in physical AI, with Nvidia introducing the Cosmos model for understanding and simulating real-world scenarios, enhancing humanoid robot capabilities [6]. - Nvidia's collaboration with Hugging Face aims to streamline the workflow from simulation training to real-world deployment of humanoid robots [6]. Market Potential - The report emphasizes the long-term potential of embodied intelligence, with key companies such as Slin Technology, Pinming Technology, and others identified as significant players in the market [11].

Core Insights - Tesla is set to report its fourth-quarter 2025 earnings on January 28, with significant investor interest in updates from CEO Elon Musk regarding new business lines [1] - The company delivered over 418,000 vehicles in Q4 2025, a 16% decrease from the same quarter in the previous year, contributing to an overall delivery drop of nearly 9% in 2025 compared to 2024 [2] - Wall Street analysts estimate earnings per share of $0.45 for Q4, reflecting a 38% year-over-year decline, with expected revenue of $24.76 billion, down approximately 4% year over year [3] Delivery and Performance - Tesla's Q4 2025 vehicle deliveries were reported at over 418,000, marking a 16% decline from Q4 2024 [2] - Total deliveries for 2025 reached 1.64 million, which is nearly a 9% decrease from 2024 [2] Market Expectations - Analysts have a consensus EPS estimate of $0.45 for Q4, indicating a significant year-over-year decline of 38% [3] - Revenue expectations for Tesla stand at $24.76 billion for Q4, which is a decline of about 4% year over year [3] Focus Areas - The primary focus for the upcoming earnings report will be on comments from Musk regarding the company's robotaxi fleet and humanoid robots, which are anticipated to be key growth drivers [4] - There is an expectation that Tesla will expand its robotaxi services to new cities within the year [4] Stock Performance - Tesla's current market capitalization is $1.5 trillion, with a current stock price of $437.86 [5] - The stock has experienced a day's range between $435.29 and $447.21, with a 52-week range of $214.25 to $498.83 [5] - Gross margin for Tesla is reported at 17.01% [5]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The Chinese heavy truck market's total sales for 2025 reached 1.145 million units, marking a 27% increase from the previous year [5][13] - The China Automobile Association forecasts total automobile sales in 2026 to be 34.75 million units, a 1% year-on-year growth [15] - The demand for high-end luxury passenger cars in China is exceeding expectations, with a favorable competitive landscape [7] Industry News - Tesla will stop selling Full Self-Driving (FSD) after February 14, transitioning to a monthly subscription model [14] - Shanghai aims to achieve large-scale application of high-level autonomous driving scenarios by 2027 [16] - Great Wall Motors launched the world's first native AI all-power platform "Guiyuan," supporting multiple power systems [17] - Canada has reduced tariffs on Chinese electric vehicles to 6.1%, eliminating the previous 100% additional tax [18] Market Performance - The A-share automotive sector outperformed the market with a weekly increase of 0.71%, ranking 8th among A-share primary industries [25] - The passenger vehicle index decreased by 1.87%, while the commercial vehicle index increased by 5.53% [6] - The automotive parts index rose by 1.26%, with notable gains in the electric control systems and lightweight components [6][35] Investment Recommendations - For passenger vehicles, recommended stocks include JAC Motors and Seres, with beneficiaries being Geely Automobile [7] - In the parts sector, recommended stocks include Desay SV Automotive, Zhejiang Xiantong, and Meili Technology, with beneficiaries being Weichai Power and others [7]

机械设备 行 业 研 究 2026 年 01 月 18 日 投资评级：看好（维持） 聚氨酯 TPU 结构件：防护减震理想选择，人形机器 人量产落地的"安全垫" ——行业周报 《新剑传动启动上市辅导，特斯拉供 应链核心资产有望迎来价值重估 — 行业周报》-2026.1.11 《马斯克宏图的下一个篇章：脑机接 口，2026 年将启动大规模量产，有望 解锁人机协同终极形态—行业周报》 -2026.1.4 《技术进化的 2025，走向量产的 2026， 人形机器人"黄金十年"启幕—行业 点评报告》-2025.12.29 mengpengfei@kysec.cn 证书编号：S0790522060001 jinyiteng@kysec.cn 证书编号：S0790520020002 jiangyukai@kysec.cn 证书编号：S0790525100002 特斯拉 Optimus 机器人最新亮相，穿上"人类的衣服和鞋子"，软质包覆材料 成为新的重要增量方向 工业作业和家庭服务等场景具有人机接触频次高、交互距离近、环境复杂等特征， 人形机器人量产落地需要配合防护减震设计，从而降低碰撞风险、提升交互安全 性。从 Optim ...

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 317 篇报道。 整理丨 Lucus 本周（1月 12 日至1月 18 日）出海大事件包括： TikTok Shop推出"美通墨"跨境计划 ； Temu本土店计划进入阿联酋 ； 追 觅俞浩回应"打造全球首个百万亿美元公司" ； 萝卜快跑启动阿布扎比商业化运营 ； 福特与比亚迪洽谈电池 采购； MiniMax宣 布开源，面向新评测集 ； 美光18亿美元收购力积电 铜锣晶圆厂 ；苹果将采用谷歌Gemini大模型作为底层支撑；马斯 克回应特 斯拉AI5芯片设计进展； 谷歌DeepMind CE O称 中国的AI模型仅落后美国几个月 。 出海四小龙 TikTok Shop推出"美通墨"跨境计划 ， 美国库存可直发墨西哥市场 1月17日消息，TikTok Shop宣布推出"美通墨"跨境计划，预计将于今年4月正式上线。 该计划以"美国仓库直邮墨西哥"为核心模式，支持商家直接从美国境内仓库向墨西哥消费者发货，打通美国与墨西哥之间的跨境 电商通道，被视为平台加码拉美市场 ...

IT之家 1 月 18 日消息，特斯拉证实，其位于得克萨斯州的锂精炼厂现已正式投产，这标志着该公司在美国电池供应链布局中迈出了关键一步。在一段新发 布的视频中，特斯拉工作人员详细介绍了该工厂如何将锂辉石原矿直接转化为电池级氢氧化锂，使其成为北美地区首家采用该工艺的精炼厂。 该精炼厂于 2023 年破土动工，通过同步推进可行性研究、设计与施工等环节，仅用两年时间便在 2025 年实现一体化工厂启动，最终于 2026 年正式投产， 创下了采用同类技术的精炼厂最快投产纪录。 IT之家注意到，埃隆・马斯克在社交平台 X 上发文强调了该项目的重要意义，称"美国最大的锂精炼厂现已投入运营"。他还在另一条评论中表示，这座工 厂是"全球技术最先进的锂精炼厂"，并着重强调其"清洁环保的特性"。 埃隆・马斯克也单独表示，这座工厂是美国技术最先进、规模最大的锂精炼厂。 视频中，位于科珀斯克里斯蒂附近的特斯拉得州锂精炼厂工作人员解释称，该工厂可在厂区内直接将锂辉石（一种富含锂的硬岩矿石）加工为电池级氢氧化 锂，省去了行业内普遍采用的中间精炼环节。 工作人员介绍，锂辉石需先经过窑炉煅烧和冷却系统处理，随后依次进行碱浸、提纯和结晶工序， ...

Investment Rating - The investment rating for the automotive and parts industry is maintained at Neutral [5] Core Insights - The report emphasizes the ongoing preheating of Optimus V3, with a strong expectation for its release in Q1 2026, suggesting continued attention on core suppliers of T robots [12][15] - A new proposal in the U.S. Congress aims to significantly increase the deployment cap for autonomous vehicles, which could facilitate the large-scale rollout of Cybercab services [13] - The Ministry of Industry and Information Technology (MIIT) has set a directive to accelerate breakthroughs in autonomous driving technology, indicating a potential speed-up in the commercialization of high-level autonomous driving [14] Summary by Sections Investment Recommendations and Targets - The report suggests that the high-level autonomous driving supply chain and companies that can secure entry into the Tesla and other robot supply chains will benefit. Competitive domestic brands and companies leading in autonomous driving technology are expected to continue expanding their market share. Key sectors to watch include humanoid robots, liquid cooling supply chains, T chains, and autonomous driving companies [3][15][16] Sales Tracking - According to preliminary statistics, from January 1 to 11, 2026, the wholesale sales of passenger cars in China were 381,000 units, a year-on-year decrease of 40%, while retail sales were 328,000 units, down 32% year-on-year [17] Market Performance - The automotive sector outperformed the Shanghai and Shenzhen 300 index, with the commercial vehicle sector showing strong performance [31][33]