每经记者｜杨卉 每经编辑｜张海妮 今日（10月11日），以"碳硅共生、合创AI+时代"为主题的"2025中国移动全球合作伙伴大会"在广州召开。 宇树科技创始人王兴兴 图片来源：每经记者 杨卉 摄 王兴兴进一步指出，在他看来，由于消费者对家庭场景的期待涉及方方面面的家务细节，对机器人的综合要求非常高，无论是在技术层面、伦理道德层面还 是安全层面，其推动速度会相对较慢。王兴兴称，自己目前比较看好（家庭场景中）在一些小的轮式扫地机器人上加一个机械臂的模式，该模式有望在最近 一两年内加速部署。 至于工业场景，王兴兴直言，公司去年尝试与蔚来汽车、吉利汽车等企业共同推动人形机器人在工厂落地，遇到了很多挑战。"其竞争就是与传统的自动化 设备和传统的工业机械臂的竞争，面临非常直接的效率和成本问题，（未来还）需要迈过一个临界点。这个临界点要比常见的人力效率更高、成本更低，或 者说与传统的机械臂或自动化设备（相比）有更明显的优势。这个临界点迈过去以后才可能大规模铺开，不然速度会更慢。"王兴兴称。 封面图片来源：每经记者 杨卉 摄 《每日经济新闻》记者在现场注意到，在圆桌论坛环节，宇树科技创始人兼CEO（首席执行官）、CTO（首席 ...

Core Insights - The 2026 model of Geely's Xingyuan was launched at the Geely Automotive User Conference, featuring six variants that cater to diverse user needs with high standard configurations [1] - The new model includes a 410KM range version to address range anxiety, and is priced between 65,800 to 95,800 yuan, with additional limited-time purchase benefits to enhance user experience [1][4] - Since its launch last year, the Xingyuan has achieved significant sales milestones, surpassing 50,000 units in September and accumulating over 400,000 units sold, establishing itself as a market phenomenon [1][4] Product Features - The Xingyuan offers a spacious interior, larger than typical B-class cars, with adjustable seating to accommodate users from 1.4 to 1.9 meters tall, and includes multiple storage solutions [2] - It is built on a global standard architecture with a rear-wheel drive independent suspension, providing a high-end driving experience [2] - The vehicle features an industry-first 11-in-1 intelligent electric drive system with a leading efficiency of 89.2%, and a liquid-cooled battery management system that operates effectively in extreme temperatures [2] Safety and Technology - The Xingyuan incorporates advanced safety features, including a unique aluminum battery protection structure and enhanced visibility with a 279° surround view [3] - The vehicle uses low-odor, environmentally friendly materials throughout, ensuring passenger health and safety [3] - It is equipped with the upgraded Galaxy Flyme Auto intelligent cockpit system, enhancing user interaction and integrating with the Xingrui AI computing center for improved voice recognition capabilities [3] Market Position - The launch of the 2026 Xingyuan is expected to strengthen its market presence, building on its status as a "phenomenon-level blockbuster" in the automotive sector [4]

Core Insights - Traditional automakers have shown strong performance in September, with all but BYD experiencing sales growth, driven by advancements in new energy vehicles and overseas markets [1][2] - SAIC Motor has reclaimed the top position in sales, with a significant increase in wholesale sales compared to previous months [2][3] - BYD's sales have declined primarily due to a drop in plug-in hybrid vehicle sales, despite growth in pure electric and other models [3][4] Group 1: SAIC Motor Performance - SAIC Motor achieved wholesale sales of 440,000 units in September, marking a 40.4% year-on-year increase and a 21% month-on-month increase [2] - The company has maintained a streak of nine consecutive months of year-on-year sales growth, with a focus on new model launches contributing to this success [2][4] - Cumulative sales for SAIC Motor in the first nine months reached 3.193 million units, a 20.5% increase year-on-year [3] Group 2: BYD Sales Analysis - BYD's sales in September totaled 396,000 units, reflecting a 5.5% year-on-year decline, although there was a 6.1% month-on-month increase [2][3] - The decline in sales is attributed to a 25.7% drop in plug-in hybrid vehicle sales, while pure electric and bus sales saw growth [3] - Cumulative sales for BYD in the first nine months reached 3.26 million units, a year-on-year increase of 18.6%, still leading in total sales [3][4] Group 3: Other Automakers' Performance - China FAW Group sold 302,000 vehicles in September, a 6.3% year-on-year increase, with significant growth in its self-owned brands [5] - Chery Group surpassed Geely to become the fourth largest automaker, selling 280,000 vehicles in September, a 14.7% increase [6] - Geely's September sales were 273,000 units, a 35% year-on-year increase, with a notable rise in new energy vehicle sales [6][7] Group 4: Growth Trends in Other Companies - Changan Automobile reported sales of 266,000 units in September, a 25% year-on-year increase, with strong growth in new energy vehicle sales [9] - Great Wall Motors achieved sales of 134,000 units in September, a 23.3% year-on-year increase, with record sales in both new energy and overseas markets [11] - Dongfeng Motor's September sales reached 231,000 units, a 6.2% year-on-year increase, with significant contributions from its new energy vehicle segment [9][10]

随着9月车市销量出炉，国内车市第四季度销售旺季也正式拉开，车企开始围绕年底冲量目标发力，行 业竞争将进入更激烈阶段。 造车新势力销量表现迎来变化，零跑汽车以超6.66万辆的交付量，不仅刷新自身单月销量纪录，更成为 首个月销突破6万辆的新势力品牌。赛力斯（601127）、小鹏汽车、小米汽车9月交付量均突破4万辆， 将造车新势力销量排名前四的入围门槛提升至4万辆。 进入"金九银十"销售旺季，创新高、翻倍增长成为9月销量"成绩单"频繁出现的关键词。 吉利、长安等头部企业，通过新能源车型与海外市场的双重发力，巩固市场地位。9月，吉利汽车新能 源车型销量达16.52万辆，同比增长81%，环比增长12%，长安汽车（000625）、长城汽车（601633）新 能源销量分别同比增长87%、52.55%；9月上述3家车企海外销售分别为4.1万辆、6万辆和5万辆，均实 现同比增长。 自主车企在"金九"销售季中也展现出了不少重要变化，在新能源板块的全面发力、海外市场的规模化突 破和依托技术研发进行差异化竞争使得增长势头尤为强劲。比亚迪（002594）以39.63万辆的新能源汽 车销量成绩领跑，海外销售7.1万辆；今年前9个月，比亚 ...

Core Viewpoint - Hefei is positioning itself as a significant player in the rapidly growing new energy vehicle (NEV) industry in China, leveraging its advantages in vehicle manufacturing and battery production to enhance its competitiveness within the Yangtze River Delta region [1][3]. Group 1: Industry Development Strategy - Hefei aims to transition from a "manufacturing strong city" to an "industrial hub" by deeply integrating into the Yangtze River Delta, fostering a collaborative and symbiotic regional industrial chain [3]. - The city is focusing on enhancing the resilience of its industrial chain by promoting mergers and acquisitions among leading vehicle manufacturers and fostering close cooperation with upstream and downstream component suppliers [4]. - Hefei is addressing key shortcomings in areas such as automotive-grade chips and intelligent driving systems through a strategy of "introduction + co-construction," enhancing its industrial structure by attracting high-end component manufacturers from other cities [6]. Group 2: Technological Innovation - Hefei is establishing an innovation ecosystem by leveraging local research institutions and leading enterprises to create a collaborative research and development framework across the Yangtze River Delta [8][9]. - The city plans to build a "Yangtze River Delta New Energy Vehicle R&D Innovation Center" to focus on critical technology areas such as power batteries and intelligent driving [9]. - A cross-regional mechanism for tackling major technological challenges is proposed, with Hefei leading efforts in battery and chip technology while collaborating with other cities on various technological fronts [10]. Group 3: Market Strategy - Hefei's NEV enterprises have a competitive edge in the mid-to-low-end market but need to enhance their presence in the mid-to-high-end market through differentiated market entry strategies [14]. - The city is encouraged to promote cross-regional sales and service systems, collaborating with other cities to unify vehicle procurement standards and share operational resources [15]. - Hefei aims to establish a "Yangtze River Delta NEV Export Alliance" to enhance the global market presence of regional brands [15]. Group 4: Infrastructure Development - Hefei is leading the establishment of a unified charging network across the Yangtze River Delta, promoting standardization and interoperability of charging facilities [17]. - The city is developing smart road traffic systems and collaborating with other cities to enhance traffic data sharing and management efficiency [19]. Group 5: Policy and Talent Support - A "Yangtze River Delta NEV Coordination Group" is proposed to oversee industrial policy coordination and ensure sustainable development [20]. - Hefei is working to create a talent collaboration system across the region, focusing on training high-level engineers and fostering cooperation between universities and enterprises [21]. - The establishment of a regional investment fund for the NEV industry is suggested to attract social capital and support innovation and market expansion [22].

每经记者｜孙桐桐 每经编辑｜余婷婷 10月10日，极氪科技集团首席商务官（CBO）关海涛在朋友圈发文确认即将离职，并称"即将结束杭 漂"。 他写道："人生天地，过隙白驹。一起奋斗的日子是最难忘的，能经历极氪高速发展、登顶、IPO，再 到极氪科技成立、回归吉利，也是职场生涯中最珍贵的荣幸。感谢所有一起奋斗的战友、朋友，希望大 家继续支持极氪、支持吉利。" 目前，关海涛微博名已从 "极氪关海涛"变更为 "关海涛 Thomas"，其微博认证仍是 "极氪科技集团 CBO"，最新一条微博为今年8月初发布，至今已停更2个月。 资料显示，关海涛此前曾任荣耀中国区CMO、电商部部长。2023年，关海涛从荣耀离职加盟极氪出任 CMO，2025年2月担任极氪科技集团首席商务官（CBO）。 封面图片来源：每经记者 孔泽思 摄 今年9月，吉利汽车和极氪科技股东先后同意两家公司的合并方案；合并完成后，极氪科技将成为吉利 汽车的全资子公司，并不再在纽约证券交易所上市。随着"一个吉利"战略整合加速落地，相应的组织架 构、资源结构优化也在陆续展开。 ...

Group 1 - Zong Fuli has resigned from her positions as Chairman and General Manager of Wahaha Group, effective September 12, due to trademark compliance issues and plans to focus on her own brand "Wah Xiaozong" [3] - Core member Yan Xuefeng of Wahaha Group, previously under investigation, has returned to work after being cleared of allegations [3] - ByteDance founder Zhang Yiming made a public appearance for the first time in years, launching the Shanghai Xuhui Zhichun Innovation Center aimed at nurturing talent in computer science and AI [3] Group 2 - Qualcomm is under investigation by China's market regulator for allegedly failing to report its acquisition of Autotalks, potentially violating antitrust laws [5] - Xibei's founder responded to the logo change at a specific location, stating it is a small-scale trial and will not be implemented nationwide [5] Group 3 - ByteDance announced a new employee support policy providing up to 7.2 million yuan in transitional subsidies for employees laid off due to organizational adjustments [7] - DJI's recent price cuts on multiple products have led to controversy, with some stores in Shenzhen offering price difference refunds for purchases made during a specific period [7] - AI company Zhipu has denied rumors of layoffs before its IPO, stating it has nearly 50 job openings available [7] Group 4 - The ongoing trademark dispute between Jia Duo Bao and Wang Laoji has escalated, with both parties claiming ownership of the overseas Wang Laoji trademark [7] - Ding Tai Fung announced the closure of its WeChat store and has already shut down over ten physical locations due to brand operational adjustments [7] Group 5 - Former CBO of Zeekr, Guan Haitao, confirmed his departure from the company for personal reasons [10] - Pop Mart's Halloween series blind boxes sold out quickly, with one hidden variant seeing a price increase of over 13 times its original price [10] Group 6 - Zheng Qinwen has been named the first global brand ambassador for Bawang Tea [11] - TIME magazine's annual list of 300 best inventions includes products from companies like Huawei, BYD, and Apple [11] Group 7 - Great Wall Motors is adjusting its direct sales channels, with the Tank brand being phased out in favor of the Wey brand [16] - Meituan's community supermarket "Happy Monkey" is set to open its first northern store in Yanjiao, Hebei, on October 17 [16] Group 8 - Standard Chartered China has completed its first domestic RMB aircraft financing loan of 1 billion yuan for China Eastern Airlines [19] - Blue Sky Aviation has secured several million yuan in angel financing to develop its eVTOL products [20] Group 9 - Leapmotor has released teaser images for its luxury flagship SUV D19, set to debut on October 16 [21] - IDC reported that Lenovo holds a 25.5% market share in the global PC market, leading with 19.4 million units shipped [23]

Core Insights - The 2026 Geely Star Wish was launched at the Geely Automotive User Conference, featuring six variants and a price range of 65,800 to 95,800 yuan [1][11] - The vehicle is equipped with advanced technologies including CATL battery cells, an 11-in-1 intelligent electric drive, and a large 70L front trunk [1][8] - The Star Wish has achieved significant sales milestones, with over 50,000 units sold in September 2023 and a cumulative sales figure exceeding 400,000 units since its launch [7][11] Product Features - The new model offers two trendy colors, "Chanson Purple" and "Cocoa Mi," and includes a long-range version with a range of 410 km [1] - The Star Wish STAR limited edition features sporty design elements and a dedicated sports kit with 19 configurations [3][6] - The vehicle's architecture is designed for global standards, providing superior driving experience and safety features, including a rear-drive layout and advanced suspension [7][8] Technological Innovations - The Star Wish is equipped with the industry's first 11-in-1 intelligent electric drive, achieving an efficiency of 89.2% and a compact size of 66L [8] - Charging efficiency is highlighted, with the ability to charge from 30% to 80% in just 21 minutes, and battery life exceeding national standards [10] - The vehicle incorporates advanced safety features, including a unique aluminum battery protection structure and enhanced visibility with a 279° panoramic view [10] Market Positioning - Geely aims to transition from producing affordable vehicles to creating intelligent premium cars, with the 2026 Star Wish reinforcing its market presence [11] - The Geely Galaxy brand has rapidly gained traction, reaching 1.45 million users and becoming the fastest brand to surpass one million sales in China's new energy sector [11] - The launch of the 2026 Star Wish is expected to further enhance its market appeal and solidify its position as a leading model in the automotive industry [11]

Core Viewpoint - Geely's Zeekr 9X has officially launched, marking a significant step in redefining the domestic luxury SUV market with a strong focus on high-end features and performance [1] Group 1: Product Launch and Features - The Zeekr 9X was launched on September 29, 2025, with four models priced between 455,900 to 589,900 yuan, reflecting a price drop of approximately 20,000 yuan from the pre-sale price [1] - The vehicle features a spacious design with dimensions of 5239mm in length, 2029mm in width, and 1819mm in height, along with a wheelbase of 3169mm [1] - It is equipped with a 32-speaker Naim sound system, zero-gravity rear seats, a 17-inch rear entertainment screen, and a 47-inch AR-HUD display [1] - The Zeekr 9X utilizes a 2.0T plug-in hybrid system and achieves a 0-100 km/h acceleration in just 3.1 seconds, with a range exceeding 1200 km [1] Group 2: Strategic Focus and New Models - Geely plans to launch 10 new energy models in 2025, including five under the Geely brand and several updated models, with a strong emphasis on electric and intelligent vehicle features [2] - The company aims to enhance its intelligent driving capabilities across its product lines, with the first flagship model, the Lynk & Co 900 EM-P, featuring the NVIDIA Thor chip and advanced driving technology [2] Group 3: Financial Outlook and Market Position - Geely's new product architecture (GEA) supports a robust new vehicle cycle, with a solid foundation in fuel vehicles and a successful transition to new energy models [3] - The company is expected to achieve a net profit of 16.1 billion yuan in 2025, with a price-to-earnings ratio of 11X, indicating significant profit potential [3]

Core Viewpoint - The article highlights the introduction of a new policy for the exemption of vehicle purchase tax for new energy vehicles (NEVs) in 2026-2027, emphasizing the need for manufacturers to enhance their technology and efficiency to qualify for subsidies [2][5]. Group 1: Policy Changes - The Ministry of Industry and Information Technology, Ministry of Finance, and State Taxation Administration jointly announced adjustments to the technical requirements for NEVs to qualify for purchase tax exemptions in 2026-2027 [2]. - The existing policy of halving the purchase tax for NEVs will continue, but vehicles with high energy consumption or insufficient electric range will not receive subsidies, indicating a competitive environment focused on technology [5]. Group 2: New Vehicle Launches - The new Geely Star Wish was launched on October 10, with a limited-time price range of 65,800 to 95,800 yuan [6][7]. - The new model offers six variants with prices and specifications aimed at maintaining competitive positioning in the market [10]. - The vehicle features a design that retains the current model's aesthetics while introducing new color options and upgraded configurations without increasing prices, which may help sustain sales performance [18]. Group 3: Market Dynamics - The introduction of the new tax exemption policy and the launch of new models like the Geely Star Wish indicate a shift in the NEV market towards a focus on technological advancements and competitive pricing [5][18]. - Other manufacturers are also launching new models, such as the Tesla Model Y and Xpeng P7+, which aim to meet diverse consumer needs and enhance market share [22][32].