（文章来源：21世纪经济报道） 记者从吉利获悉，2026年，吉利自研全固态电池将完成首个Pack下线，并进行装车验证。 ...

"扎根地球，放眼宇宙"，吉利控股集团董事长李书福曾用这句话描述吉利的太空雄心。但情怀落地仍需 面对现实：SpaceX不仅有规模和积淀，奔跑速度也极快。即便背靠吉利的车联网生态，吉利星座要在 卫星互联网领域追赶星链，也绝非坦途。 像造车一样造卫星 目前，吉利星座由吉利控股集团旗下商业航天企业时空道宇负责设计研发、建设与运营。成立于2018年 的时空道宇，已搭建覆盖卫星研发、制造、测控与应用的全产业链能力。 吉利星座试图用汽车工业的逻辑，在近地轨道寻找一条不同的商业路径。 11年前，SpaceX创始人埃隆·马斯克提出"星链"（Starlink）项目——在近地轨道编织一张环绕地球的卫 星互联网，以补足甚至替代地面基站在偏远地区的覆盖能力。从2019年发射首批卫星至今，SpaceX部 署的星链在轨卫星已接近1万颗，成为全球规模最大的卫星互联网星座。 卫星宽带技术的突破，正在连接起世界上最偏远的角落。谈及卫星互联网的典型场景，马斯克曾总结过 两类：一类是沙漠、森林、海洋等广袤偏远地区；另一类是跨区域、长距离通信。历经数年推进，卫星 互联网商业化已显露出初步前景。2025年末，马斯克宣布星链拥有900万活跃用户，并在15 ...

Core Insights - The Chinese automotive industry is experiencing a significant transformation, with total production and sales expected to exceed 34 million units by 2025, driven largely by the growth of new energy vehicles (NEVs) [1] - The market is increasingly dominated by domestic brands, with the top ten companies capturing over 70% of the market share, indicating a pronounced "Matthew Effect" [1] - Profitability has become the primary focus for companies, shifting from merely increasing sales volume to ensuring sustainable profits [1][6] Market Dynamics - NEV production and sales reached 16.62 million and 16.49 million units respectively in 2025, marking year-on-year growth of 29% and 28.2% [1] - The concentration of the NEV market is intensifying, with the top ten companies expected to hold over 74% of the market share by 2025, up from approximately 67% in 2024 [1] Company Performance - BYD leads the market with a total NEV sales volume of 4.60 million units in 2025, including 2.26 million pure electric vehicles, surpassing Tesla to become the global leader in pure electric sales [2] - Geely, Changan, and SAIC-GM-Wuling have joined the "million club," with Geely's NEV sales skyrocketing to 1.69 million units, marking a 90.02% increase year-on-year [3] - New entrants like Xiaomi and Leap Motor are rapidly gaining traction, with Xiaomi achieving over 410,000 units sold in 2025, while Leap Motor's sales reached 596,600 units, reflecting a 103.13% increase [3] Financial Performance - BYD reported revenues of 566.27 billion yuan and a net profit of 23.33 billion yuan for the first three quarters of 2025, maintaining a high gross profit margin of 17.87% [6][7] - New players like Leap Motor and Xiaomi have also reported significant revenue growth, with Leap Motor achieving a 174% increase in revenue for the first half of 2025 [8] Technological Advancements - AI technology has become a core competitive advantage in the NEV sector, transitioning from concept to practical application in 2025 [10] - Major companies are integrating advanced driver-assistance systems (ADAS) into more affordable models, making high-tech features more accessible [11] Management Strategies - Companies are focusing on refined management practices to navigate the competitive landscape, with an emphasis on organizational restructuring and supply chain management [14][16] - Cost control measures are evolving, moving away from extravagant marketing to data-driven customer acquisition strategies [16] Capital and Investment - The importance of capital is underscored by significant fundraising activities, with BYD raising 43.5 billion HKD in a major equity financing round [18] - Companies like NIO and Zero Run are also securing substantial investments to support their growth and technological advancements [18] Export Growth - The export of Chinese NEVs reached 2.62 million units in 2025, representing a year-on-year increase of over 100% and accounting for 36.84% of total automotive exports [19] - BYD remains the leader in exports, with 1.05 million units shipped abroad, benefiting from its overseas manufacturing presence [19]

1月22日，在吉利控股集团战略解析会上，曹操出行宣布，计划到2030年累计投放10万辆完全定制Robotaxi，在全球范围开启全面商业化运营。 作为吉利控股集团Robotaxi最重要的商业化载体，曹操出行具备Robotaxi发展所需的全部关键要素，形成了独特的"智能定制车+智能驾驶技术+智能运营"三 位一体发展模式。公司历经十年共享出行市场深耕，积累了海量出行数据、成熟调度算法和覆盖全国的服务网络，为Robotaxi的商业化落地奠定了坚实基 础。公司还持有运营国内同类规模最大的定制车队，为Robotaxi时代所需的规模化车队运营与资产高效管理积累了经验。 在推进国内布局的同时，曹操出行也积极拓展国际合作。公司已与阿布扎比投资办公室(ADIO)签署合作备忘录，将于今年在当地设立办事处与运营中心， 并与当地机构合作推进自动驾驶与绿色出行技术试点。双方将共同推广以电动及换电车辆为核心的可持续交通解决方案，把曹操出行在中国市场经过大规模 验证的高效换电网络与运营体系，融入阿布扎比的绿色能源生态系统。 未来，曹操出行将继续深化与吉利控股旗下各业务板块的协同，以完全定制Robotaxi车队为核心载体，以智能化基础设施为支 ...

Core Viewpoint - Renben Co., Ltd. has applied for a change in its listing status to "inquired" on the Shanghai Stock Exchange, with a fundraising target of 3.8 billion RMB [1] Group 1: Company Overview - Renben Co., Ltd. is the largest and most comprehensive bearing manufacturing group in China, engaged in the R&D, production, and sales of bearings and related products [1][2] - The company operates in over 70 countries and regions, with nine production bases and nearly 20,000 employees, covering the entire industry chain from bearing materials to finished products [1] - Renben's product range includes over 50,000 types of bearings, widely used in key sectors such as automotive, light industry machinery, heavy machinery, and major equipment [1][2] - The company has maintained the highest production and sales volume in the domestic industry for twelve consecutive years since 2013 and is the only Chinese company to enter the global top ten in the bearing industry [1][2] Group 2: Clientele and Market Position - The company serves a wide range of well-known enterprises across various industrial sectors, including major automotive brands like FAW, Dongfeng, and Toyota, as well as leading companies in light industry and heavy machinery [2] - Renben has established partnerships with notable equipment manufacturers such as CRRC and China Railway Equipment, further solidifying its market position [2] - The company has made significant technological advancements in key areas such as rail transportation, wind power generation, and precision machine tools, enhancing its competitiveness in the high-end bearing market [2] Group 3: Financial Performance - For the fiscal years 2022, 2023, and 2024, the company reported revenues of approximately 9.388 billion RMB, 10.482 billion RMB, and 11.960 billion RMB, respectively, with a projected revenue of 6.471 billion RMB for the first half of 2025 [3] - Corresponding net profits for the same periods were approximately 635 million RMB, 701 million RMB, 829 million RMB, and 442 million RMB for the first half of 2025 [3]

到2030年，吉利控股将初步形成覆盖全球主要城市的天地一体化的服务能力，并投放10万辆曹操出行的Robotaxi的完全定制车型，在全球范围内开启商 业化运营。 孙婉秋摄 1月22日，吉利控股集团CEO安聪慧在战略解析会上表示，要加快在未来出行生态方面的布局。 ...

1月22日，吉利控股集团CEO安聪慧在战略解析会上表示，刚刚过去的2015年，吉利控股总销量为411.6万辆，同比增长26%，销量全球排名第7，其中 新能源销售229.3万辆，同比58%，新能源渗透率达56%。 孙婉秋摄 ...

孙婉秋摄 据淦家阅透露，吉利的"i-HEV智能双擎"将是全球首个应用"AI云动力"的油电混动系统，百公里油耗可低至3L；配合吉利自研的智能电驱，整车功率相 比主流HEV车型至少提升20%。 1月22日，吉利汽车集团CEO、吉利汽车执行董事淦家阅在战略解析会上表示，今年吉利汽车将打造超越"日系混动"的全球新一代油电混动产品——i- HEV智能双擎，并基于此推出四至五款全新混动车型。 ...

孙婉秋摄 1月22日，吉利汽车集团CEO、吉利汽车执行董事淦家阅在战略解析会上表示，2026年吉利全新一代醇氢能源车型将实现量产上市，在哈尔滨、沈阳、 晋中等4省市要加快加固网络建设，使覆盖率提升到60%，让绿色能源真正走近大众市场。 ...

为此，吉利将聚焦三条路径，一是以东南亚为战略枢纽，打造马来西亚AHTV产业园，构建年产50万辆的研产销服一体化产业园，辐射东盟市场；二是 在欧美等发达市场，依托沃尔沃的渠道优势和雷诺的产品布局，实现吉利在发达市场的规模化突破；三是坚持多元与开放的创新资产模式，通过产品输出、 品牌出海、资源整合、技术赋能等多种方法并举，在重点市场建立本地化运营体系。 淦家阅说，2026年我们将出口目标锚定在64万辆，同比增长50%以上，计划要在全球打造三个15万级、两个10万级的区域市场。 1月22日，吉利汽车集团CEO、吉利汽车执行董事淦家阅在战略解析会上表示，2025年吉利出口总销量为42万辆，其中新能源12.4万辆。 ...