JAC(SH:600418) Xin Lang Cai Jing·2026-02-11 01:22Group 1 - In 2026, the average subsidy for scrapped and updated models is expected to decrease by 21% compared to 2025, while the subsidy for replacement models will drop by 30% [1] - The shift from fixed subsidies to tiered subsidies is expected to enhance fiscal efficiency, ensuring better funding support throughout the year [1] - The passenger car market is projected to experience a low-to-high trend in 2026, benefiting from consumption upgrades and policy support [1] Group 2 - Jianghuai Automobile has raised approximately 3.5 billion yuan through a private placement, with notable investor Ge Weidong subscribing for 2004.81 million shares at 49.88 yuan per share [2] - The investment reflects confidence in Jianghuai's collaboration model with Huawei [2] Group 3 - Zhejiang Geely Holding Group has undergone a change in legal representative, with An Conghui taking over from Li Donghui, indicating a strategic shift towards technology and operational depth [3] - The company was established in March 2003 with a registered capital of 1.03 billion yuan, involved in various automotive and investment activities [3] Group 4 - Alipay has launched a Robotaxi ride-hailing mini-program, currently operational in select areas of five cities, with plans for expansion [4] - This initiative is expected to accelerate the commercialization of autonomous driving taxis [4] Group 5 - Xiaomi has officially ceased production of its first-generation SU7, with total deliveries nearing 370,000 units [4] - The new SU7 is anticipated to continue driving sales for Xiaomi's automotive segment [5] Group 6 - In January, Toyota and Nissan reported sales increases in China, with Toyota up 6.6% to 145,500 units and Nissan up 10.1% to 50,024 units, while Honda's sales fell 16.5% to 57,489 units [6] - The decline in Honda's sales is attributed to delays in launching new electric vehicles [6] Group 7 - Hyundai is seeking to supply 50,000 IONIQ 5 autonomous vehicles to Waymo by 2028, with a total contract value potentially reaching 2.5 billion USD [6] - This represents one of the largest potential commercial orders in the autonomous driving sector in recent years [6]