小米汽车宣布从1月16号开始推出7年低息政策，购买小米YU7首付4.99万元起，月供低至2593元起。 凤凰网科技讯1月22日，小鹏汽车宣布推出全系7年低息分期购车方案，首付15%起，月供低至1355元， 活动有效期至2026年1月31日。 凤凰网科技讯1月22日，小鹏汽车宣布推出全系7年低息分期购车方案，首付15%起，月供低至1355元， 活动有效期至2026年1月31日。 小米汽车、理想汽车也于近日先后推出7年低息购车政策，进一步降低购车门槛。 1月20日，理想汽车官方宣布7年超低月供购车方案来了。据介绍，2026年1月20日起购买理想汽车，可 享7年超低月供购车方案：首付3.25万元起，月供低至2578元。 小米汽车、理想汽车也于近日先后推出7年低息购车政策，进一步降低购车门槛。 1月20日，理想汽车官方宣布7年超低月供购车方案来了。据介绍，2026年1月20日起购买理想汽车，可 享7年超低月供购车方案：首付3.25万元起，月供低至2578元。 小米汽车宣布从1月16号开始推出7年低息政策，购买小米YU7首付4.99万元起，月供低至2593元起。 ...

Group 1 - Xpeng Motors announced a 7-year low-interest installment car purchase plan with a down payment starting at 15% and monthly payments as low as 1,355 yuan, valid until the end of the month [1] - Tesla and Xiaomi Motors have also introduced similar 7-year low-interest car purchase policies, further lowering the barriers to car ownership [1]

Core Viewpoint - The U.S. stock market experienced a significant rebound following President Trump's cancellation of new tariffs on European countries and his announcement of a "framework agreement" regarding Greenland [1][3]. Market Performance - The Dow Jones Industrial Average rose by 1.21%, closing at 49,077.23 points; the S&P 500 increased by 1.16%, ending at 6,875.62 points; and the Nasdaq Composite gained 1.18%, finishing at 23,224.82 points [2]. Political Developments - Trump stated at the World Economic Forum in Davos that he would not use military force to acquire Greenland, which positively influenced the stock market. He mentioned a productive discussion with NATO Secretary General Mark Rutte, leading to a future agreement framework concerning Greenland and the Arctic region [3]. - Trump had previously announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, set to take effect on February 1, with a potential increase to 25% by June 1 if an agreement on Greenland was not reached [4]. Market Reactions - The stock market had previously declined sharply due to Trump's escalation of tariff threats and the possibility of military action regarding Greenland, marking the worst single-day performance since October 10 [6]. - The market's reaction to Trump's tariff cancellation reflects a trend where investors no longer assume his statements will be executed, indicating a level of unpredictability in his administration's policies [7]. Stock Performance - Major technology stocks mostly rose, with Nvidia up 2.95%, Apple up 0.39%, Microsoft down 2.29%, Google up 1.98%, Amazon up 0.13%, Meta up 1.46%, Tesla up 2.91%, Broadcom down 1.14%, Oracle down 3.36%, Netflix down 2.18%, Micron Technology up 6.61%, AMD up 7.11%, and Intel up 11.72% [7]. - Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index rising 2.21%, Alibaba up 3.87%, JD.com up 2.43%, Pinduoduo up 1.40%, NIO up 2.41%, Xpeng up 1.70%, Li Auto up 2.48%, Bilibili up 5.65%, Baidu up 8.17%, while NetEase fell 4.07%, Tencent Music down 0.80%, and Pony.ai up 2.55% [7].

Core Insights - Wei Bin, former product director at Gaode Map, joined XPeng Motors at the end of 2021 and has been responsible for the development of the intelligent cockpit and related AI capabilities [1] - Under Wei Bin's leadership, XPeng has shifted its cockpit system from a function-oriented "application stacking" approach to a core architecture upgrade focused on computing power, operating systems, and model capabilities [2] - The internet center, led by Wei Bin, has been working closely with the autonomous driving center and the vehicle software platform, emphasizing the strategic importance of the intelligent cockpit as a key carrier of AI capabilities in vehicles [2][3] Organizational Changes - Following the departure of autonomous driving head Li Liyun for health reasons, Liu Xianming has taken over the role, indicating a significant phase of technological and organizational restructuring at XPeng [3] - XPeng has reiterated its commitment to focusing on core technologies, improving organizational efficiency, and promoting deep integration of intelligent driving, intelligent cockpit, and vehicle platforms in its public statements since 2024 [3]

Group 1 - The UK automotive market is attracting attention from Chinese manufacturers due to the lack of domestic automakers targeting the mass market and the absence of tariffs on Asian electric vehicle imports [1][3] - The UK automotive market has not yet recovered to its pre-pandemic level of 2.5 million vehicles annually, and the entry of Chinese brands is expected to accelerate this recovery [1] - Chinese brands, led by SAIC's MG, doubled their market share in the UK to 10% last year, with BYD and Chery increasing their shares significantly in December [3][5] Group 2 - New entrants such as Geely, Changan, Xpeng, and Leap Motor have entered the UK market since 2023, with Geely's premium electric brand targeting the UK after entering 12 European markets [3] - BYD plans to introduce its high-end brand Tengshi, while Chery may launch its new energy brand Lepas in the UK [5] - The UK market is projected to see Chinese brands capture 20% of the market share by 2028, with plans to offer not only electric vehicles but also fuel and hybrid models [5]

1月19日，小鹏汽车在广州举行"小鹏X9超级增程用户画像分享交流会"，以多维数据解码为什么年轻家庭选择小鹏X9超级增程。 小鹏汽车产品经理于桐表示，小鹏X9超级增程凭借星舰造型外观、主动式后轮转向、辅助驾驶、三排电动三折叠、1602km超长续航、冰雪稳行系统六大核 心产品力，打造全场景无焦虑出行体验。 依托差异化产品定位与技术优势，小鹏X9超级增程实现跨年龄、跨地域、跨兴趣群体的广泛触达，既吸引90后、00后年轻家庭，也获得女性用户、北方地 区消费者和科技爱好者的好评。 2025年12月，小鹏X9交付量5424台，同比增速289.1%。值得关注的是，小鹏X9超级增程个人用户交付量近八成。 小鹏X9超级增程作为全新一代家用MPV，为市场带来新选择。购买小鹏X9超级增程的人群中，年轻人是主力军，90后占比高达57.2%，00后占比13.7%。 此外，在选择小鹏X9超级增程的用户中，女性车主占比22%，反映出其在家庭用户中的吸引力。用户普遍认为，小鹏X9"外观造型前卫、不显老气"，科技 感与时尚设计是赢得年轻家庭青睐的关键因素。36.8%的用户在提车后选择进行贴膜等个性化改装，体现出年轻家庭既"顾家"又"悦己"的多 ...

从地面到云端 2025年9月 德国慕尼黑车展 安静的展台上摆放着中国品牌EV汽车 全世界汽车工业领域曾经最骄傲的一群大佬们 聚焦围观，仔细端详 113年之后的广东，正在以每30分钟就有一台飞行汽车量产下线 1913年，福特汽车流水线定义了机械工业的效率标杆 我们的量产工厂是年产一万台的量产工厂。传统的飞机全球一年全世界的销量不到4000台。 我们是通过流水线的设计，用了部分的自动化，应该它就是全球最大规模的飞行汽车的量产工厂。 小鹏汇天总裁 赵德力 广东聚集全国1/5汽车产量，构建完整产业链 智能网联汽车工厂实现100%数字化生产 新能源汽车核心部件自给率超90% "广东造"底气十足。 唯有掌握核心科技，才能充分满足顾客的多元化需求 广汽发布了联合产业链打造的12款高性能、高安全的车规级芯片 同时也发起了汽车芯片应用生态的共建计划 以满足消费者对产品高性能、高安全和高智能的需要。 广汽集团董事长 冯兴亚 中国新能源汽车的技术应该说无论从产品、从技术还是从产业链 应该是领先大概3到5年 只有开放创新才能让世界能感受到这种好的产品 比亚迪董事长王传福 很多人问我为什么连续的创业？为什么选择在广东创业？为什么坚定的 ...

The overseas EV opportunities & the risks that may ensue 20 January 2026 | 5:16PM CST Equity Research CHINA AUTOMOBILES Framework to assess potential future price competition overseas We expect the overseas market to be the bright spot for China EV sales this year, with +35% yoy volume growth. At the same time, we are cognizant that Chinese OEMs could adopt a more premium pricing strategy when first entering the overseas market, and execute more price cuts/sales incentives later to drive up volume, similar ...

Core Viewpoint - Guangzhou aims to strengthen its industrial economy by promoting the integration of industry and technology, focusing on key sectors such as automotive, electronics, petrochemicals, and fashion consumption [1] Group 1: Key Industries - The city will stabilize and support the automotive industry, particularly companies like GAC and Xpeng Motors, to expand their business and achieve "smart electric transformation" [1] - There is a plan to enhance the supply chain for core automotive components, aiming to create a trillion-yuan automotive industry cluster [1] Group 2: Emerging Industries - Guangzhou will focus on developing mid-tier industries with potential, such as low-altitude economy, aerospace, biomedicine and health, and artificial intelligence [1] - The government will implement special policies and measures, establish dedicated industrial funds, and support new infrastructure layouts to foster these emerging sectors [1]

广州市发改委官微消息，在今年广州市两会期间，广州市发展和改革委员会党组书记、主任吴萨表示， 2026年广州将坚持工商并举，全力以赴推动产业科技互促双强，巩固壮大实体经济根基。稳住汽车、电 子、石化、时尚消费等重点行业，支持广汽、小鹏汽车拓展业务布局，实现 汽车产业"智电转型"，同 时完善核心零部件配套，打造万亿级汽车产业集群。聚焦 低空经济与航空航天、 生物医药与健康、 人 工智能等有基础、有空间的腰部行业集中发力，出台实施专项政策措施，打造专项产业基金，配套布局 新型基础设施，开展场景应用试点，扶持成长为新的支柱产业。 ...