（文章来源：每日经济新闻） 截至午间收盘，国证机器人产业指数上涨1.9%，中证智能电动汽车指数上涨0.7%，中证消费电子主题 指数下跌0.1%，中证物联网主题指数上涨0.8%，机器人ETF易方达（159530）半日成交额近4亿元。 消息面上，特斯拉官方昨日宣布，第三代特斯拉人形机器人即将亮相，预计年产百万台。新一代特斯拉 人形机器人能够通过观察人类的行为学习新技能，使用者通过演示、口头描述，甚至展示一段视频，它 就能够执行任务。 ...

Core Insights - The 2025 Hurun China Brand List was released, marking the 20th edition of the list, which now includes non-Chinese brands that serve Chinese consumers for the first time [1][6] - Apple tops the list with a brand value of 1.11 trillion RMB, followed by Kweichow Moutai at 795 billion RMB, and WeChat at 325 billion RMB, which saw the highest growth among Chinese brands [4][5] Brand Rankings - The top five brands are: 1. Apple - 1,110 billion RMB (USA, Consumer Electronics) [4] 2. Kweichow Moutai - 795 billion RMB (China) [4] 3. WeChat - 325 billion RMB (China, +38%) [4] 4. Douyin - 280 billion RMB (China, +14%) [4] 5. Tesla - 270 billion RMB (USA, New Entry) [4] Industry Insights - The consumer electronics sector has surpassed the liquor industry to become the highest-valued industry on the list, while liquor remains the highest-valued industry for domestic brands [5] - A total of 386 brands from China made the list, leading the rankings, followed by 46 from the USA and 19 from France [5] Regional Highlights - Hunan province has six brands on the list, including Furong Wang at 18th, Aier Eye Hospital at 131st, and Mango TV at 214th [5] - Shanghai is the city with the most brands on the list, contributing 136 brands, followed by Beijing with 104 [5] New Entries - 212 new brands were added to the list, primarily from the food and beverage and daily chemical industries, with notable entries like Red Bull and Coca-Cola [5][6] - The automotive sector also saw significant new entries, including Tesla and Toyota [5] Brand Value Growth - The total brand value of the listed brands reached nearly 8.8 trillion RMB, an increase of 47% from the previous year [6] - The thresholds for the top 300, 200, and 100 brands have increased, indicating a rise in brand value requirements [6]

Core Viewpoint - The automotive market in January 2026 showed a slight year-on-year increase but a significant month-on-month decline, primarily due to policy changes and demand exhaustion, with exports becoming a crucial growth driver for companies [1][22]. Group 1: Market Performance - The overall automotive market experienced a year-on-year increase but a month-on-month decline, with some companies facing drastic reductions in sales [1]. - The core reasons for the market's sluggish start include the reduction of the new energy vehicle purchase tax and a mismatch in demand due to the timing of the Spring Festival [1]. - Exports have emerged as a vital growth area for automotive companies, helping to offset domestic market fluctuations [1][6]. Group 2: Company Sales Data - BYD sold 210,100 vehicles in January, a year-on-year decline of 30.11% and a month-on-month decline of 50.04%, heavily impacted by the new energy vehicle tax policy [3][5]. - Geely's sales reached 270,200 units, showing a year-on-year increase of 1.29% and a month-on-month increase of 14.08%, with significant export growth [5][6]. - SAIC Group reported sales of 327,000 units, a year-on-year increase of 23.9%, with a notable increase in overseas sales [8]. Group 3: New Energy Vehicle Trends - The new energy vehicle market is facing challenges due to policy changes, leading to a cautious consumer sentiment [1][3]. - Companies are increasingly relying on exports to sustain growth in the new energy vehicle segment, as domestic competition intensifies [6][22]. Group 4: Competitive Strategies - Companies are engaging in aggressive promotional strategies, including long-term financing options and price reductions, to stimulate sales amid a cooling market [15][17]. - The automotive industry is shifting towards a more competitive landscape, focusing on comprehensive service offerings beyond just product pricing [17][22]. - Traditional luxury brands are facing pressure from the rise of domestic electric vehicle manufacturers, leading to significant price reductions to maintain market share [20][22].

Ross Gerber, co-founder of investment firm Gerber Kawasaki, has questioned Elon Musk's strategy of having his companies merge amid the SpaceX–xAI merger.What Would Happen When The Money Runs Out?In a post on the social media platform X on Monday, the investor questioned what would happen when all of the Musk-led companies face cash flow issues. "X was out of money. Merged with xAI," Gerber said. He then outlined that xAI, too, was "out of money," which possibly led to the SpaceX merger."SpaceX out of money. ...

特斯拉4680电芯量产难题破解，马斯克画了五年的"饼"终于实现了。 车东西2月2日消息，日前，特斯拉在财报会上透露了关于自研4680电芯安装到Model Y车型的最新信息。 据特斯拉方面表示，其已经在奥斯汀工厂实现4680电芯正极与负极都采用干电极（dry electrode）工艺的生产，同时也"开始为部分Model Y搭载自产4680 电芯的电池包"。 对此，马斯克也在社交媒体平台专门发文，祝贺特斯拉工程师团队在干电极工艺上取得的成就。 | Installed Annual Capacity | | | | | --- | --- | --- | --- | | Region | Product | Capacity | Status | | Al Training Compute | | | | | Texas | Cortex 1 | >100k H100e | Production | | Cortex 2 | | | Construction | | Battery Manufacturing | | | | | Nevada | LFP | 7 GWh | Early Ramp | | Texas ...

Group 1 - Tesla's third-generation humanoid robot is set to be unveiled, with an expected annual production capacity of 1 million units by the end of 2026, as the Fremont factory's Model S/X production line will be converted for this purpose [2] - Rokid is collaborating with a leading domestic large model company to develop a new generation of AI glasses driven by generative AI and AI agents, with current daily sales of approximately 1,200 units [2] - Samsung SDI reported a continued loss in Q4 2025, with a net profit of 207.8 billion KRW (approximately 142.4 million USD) for Q4 2024, and an operating loss of 299.2 billion KRW, which is an increase from the previous year's loss [2][3] Group 2 - VinFast plans to accelerate its expansion into Southeast Asia, targeting markets such as the Philippines, Indonesia, India, Thailand, and Malaysia, with plans to establish hundreds of retail outlets by 2027 [2]

远川科技评论 . 以下文章来源于远川科技评论 ，作者何律衡 刻画这个时代（的前沿科技） 来源丨远川科技评论（ID： kechuangych ） 作者丨 何律衡 编辑丨李墨天 特斯拉全年财报出炉，年度营收首次下降，汽车业务交付量连续第二年下滑，营收同比大降10%。财 报电话会上，马斯克宣布了个伤感的消息： 特斯拉标杆车型Model S/X将在第二季度末停产，位于弗里蒙特的产线将被改造成Optimus机器人工 厂，暂定小目标 年产能 100万台 [1] 。 作为S3XY系列的老大哥，Model S发布于2012年，是Roadster后特斯拉真正意义上的首款量产车 型，Model X在2015年发布，两款车型确立了特斯拉电动车霸主的品牌形象。 但从销量来看，Model S/X在特斯拉财报中与Cybertruck、Semi一同被归类于 other model 中，销 量一直不高，2025年四个车型满打满算不到5万台，只有Model 3/Y的零头（158.53万）。 2014年，首批Model S在中国交付 马斯克在2019年就曾表示，继续生产Model S/X"更多是出于一种情怀"[2]，如今六年过去，这么长 的时间 ...

Elon Musk, chief executive officer of Tesla Inc., during the US-Saudi Investment Forum at the Kennedy Center in Washington, DC, US, on Wednesday, Nov. 19, 2025.Elon Musk said a primary reason for merging SpaceX with his artificial intelligence startup, xAI, is to more effectively build "orbital data centers." That's for a far-off future.For now, xAI has a much more pressing need: cash. In Monday's blog post announcing the combination of his two companies, Musk estimated that "within 2 to 3 years, the lowest ...

参考特斯拉美国官网，这款长续航全轮驱动版车型EPA续航为327英里(约526.26公里)、最高速度为 125MPH(约201.17KM/H)，0-60MPH加速约4.6秒，整体和特斯拉中国焕新Model Y长续航全轮驱动版车 型规格一致。 去年底，马斯克在X上发文："特斯拉Model Y现已正式连续第三年成为全球最畅销汽车！"随后，特斯 拉官方账号转发了该条内容，并附文强调其"全球最畅销车型"的地位。 凤凰网科技讯2月3日，据特斯拉美国官网显示，特斯拉Model Y全轮驱动版售价定为41,990美元(现汇率 约合29.14万元人民币)，而此前的的定价为48990美元(现汇率约合34万元人民币)，降价7000美元。 据了解，特斯拉焕新Model Y于今年1月10日正式上市，2月18日在特斯拉上海超级工厂正式量产，当时 价格为26.35~30.35万元，其中长续航全轮驱动版31.35万元。 ...

Group 1 - The core achievement of Tesla is the scalable production of dry electrode technology, which significantly reduces costs, energy consumption, and factory complexity while enhancing scalability [1][3] - Tesla has patented a method for low binder content dry electrode films, which involves a specific sequence of mixing active materials and conductive carbon to avoid damage from high shear forces [3] - The dry electrode process, also known as dry processing, eliminates solvent use and drying steps, relying instead on high shear dry mixing and fiberization to achieve uniform material dispersion [3] Group 2 - Tesla's CFO highlighted that battery production remains the biggest constraint for Full Self-Driving (FSD) technology, despite ongoing optimization efforts [3] - According to Dongwu Securities, while wet processing is still the primary choice for solid-state battery production lines, dry processing is gradually becoming the mainstream method due to its cost and process advantages [3] - Companies like Sanfu New Technology are actively investing in dry electrode technology, with plans to invest 620 million yuan in key materials for high-safety dry electrode batteries by the end of 2027 [3][4] Group 3 - Winbond Technology has introduced solutions covering both wet and dry processes for solid-state batteries and is working to optimize dry electrode production equipment for faster industrial application [4] - According to Guangfa Securities, global solid-state battery shipments are expected to reach 181 GWh by 2030, indicating a growing demand for equipment manufacturers as the industry evolves [4] - The changes in solid-state battery processes will create increased equipment demand, suggesting a focus on leading lithium battery solution providers and equipment manufacturers benefiting from these technological shifts [4]