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2026年,汽车“反人类”设计会消失吗?
Jing Ji Guan Cha Wang· 2026-02-24 02:16
隐藏式门把手的设计并非新生事物,其历史可追溯至1952年,当时搭载在奔驰300SL上,主要目的是降低风阻。然而,真正让它流行起来的,是2012年特斯 拉ModelS采用的电控弹出式设计。这一创新引发了众多新能源车企的效仿,隐藏式门把手逐渐成为新能源车的科技感标配,甚至部分燃油车也加以跟进。 有数据显示,到2025年,国内新上市的新能源车型中,超过五成装配了隐藏式门把手,部分头部车企更是实现了全系车型标配。 但看似科技感十足的隐藏式门把手,实际效果不尽如人意。据测试,它仅能带来0.0012cd的风阻微弱改善,对电动车续航的提升也仅仅只有几公里。相比之 下,其带来的弊端日益凸显。如在实际使用中,当气温较低时,门把手容易被冻住,无法正常弹出。更为严重的是,在一些交通事故中,车辆碰撞后隐藏式 门把手可能无法自动弹出,同时内门把手隐藏在看不见的凹槽内,导致乘客在紧急情况下无法快速开门下车,增加了救援难度和时间,威胁乘客的生命安 全。 此次新国标的出台,意味着因新能源汽车快速发展而流行起来的隐藏式门把手将逐渐退出历史舞台。新规对车企设置了过渡期:对于新申请批准的车型, 2027年1月1日起,需满足除"手部操作空间"外的全 ...
平安证券(香港)港股晨报-20260223
Ping An Securities Hongkong· 2026-02-23 07:57
五震荡走低,险守二十天线。恒指随外围低开 132 港股回顾 点,跌幅随即扩大至 247 点,低见 23730 点,其后跌幅 一度收窄至仅 20 点,午后大盘走势偏软,尾盘沽压再 度扩大。截至收盘,恒指收报 23831 点,下跌 145 点或 0.61%;国指收报 9656 点,下跌 47 点或 0.49%,大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿,其中港股通(沪)净流入 2.83 亿,港股通(深)净 流入 2.01 亿。板块方面,本地地产、软件、5G 概念板 块跌幅靠前;黄金股逆市走强。 港股马年首个交易日主要股指表现分化,恒生指 数跌 1.1%报 26413.35 点,恒生科技指数跌 2.91% 报 5211.5 点,恒生中国企业指数跌 1.22%报 8959.56 点,恒生红筹指数逆势涨 0.09%报 4384.28 点,大市成交 1653.73 亿港元。盘面 上,互联网科技股普跌,百度跌超 6%,阿里巴巴 跌近 5%;半导体股走弱,华虹半导体跌近 6%,中 芯国际跌超 3%。国产 AI 大模型板块逆势走强, 智谱涨近 43%,MiniMax 涨超 14%,两者市值均突 ...
一汽集团1月销售新车27.5万辆,数据包含零跑汽车销量
Zhong Guo Ji Jin Bao· 2026-02-22 07:08
日前,中汽协在发布的2026年1月汽车工业产销情况中表示,1月,汽车销量排名前十五位的集团销量合计为219.2万辆,同比下降3.8%,占汽车销售总量的 93.4%,低于去年同期0.6个百分点。 资料显示,2025年12月28日、29日,零跑汽车连发两份公告,相继披露战略融资及两项关联交易进展。公司不仅与一汽股权投资(天津)有限公司(以下简 称"一汽股权")达成37.44亿元内资股认购协议,还续签零部件采购框架协议并订立品牌国际化服务协议,全方位夯实技术研发、供应链保障及海外市场布 局。 市场销量排名前三的企业为上汽、吉利和一汽,合计市场份额为38.5%。其中,上汽以32.0万辆的销量位居首位,环比下降17.3%,同比增长24.5%,市场份 额13.6%;吉利销量30.9万辆,环比增长1.9%,同比增长5.2%,市场份额13.2%;一汽销量27.5万辆,环比下降25.2%,同比下降3.0%,市场份额11.7%。 值得注意的是,备注信息显示,一汽集团1月份销量数据包含零跑汽车数据。根据零跑汽车公布的2026年1月交付数据,当月全系交付量达32,059台,同比增 长27%。 | 1月市场集中度 | 企业名称 | 1 ...
2025年中国运动型多用途乘用车(SUV)产量为1528.8万辆 累计增长8.9%
Chan Ye Xin Xi Wang· 2026-02-21 02:53
数据来源:国家统计局,智研咨询整理 上市企业:比亚迪(002594),长城汽车(601633),长安汽车(000625),广汽集团(601238),上汽集团 (600104) 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 2020-2025年中国运动型多用途乘用车(SUV)产量统计图 相关报告:智研咨询发布的《2026-2032年中国汽车行业市场深度评估及投资机会预测报告》 根据国家统计局数据显示:2025年12月中国运动型多用途乘用车(SUV)产量为161万辆,同比增长 0.9%;2025年1-12月中国运动型多用途乘用车(SUV)累计产量为1528.8万辆,累计增长8.9%。 ...
特斯拉新车来了,网约车司机饭碗难保
汽车商业评论· 2026-02-20 23:06
Core Viewpoint - The article discusses the launch and implications of Tesla's Cybercab, a fully autonomous vehicle designed for ride-hailing, which could revolutionize the transportation industry by significantly reducing operational costs and changing the dynamics of vehicle ownership and usage [6][11][24]. Group 1: Cybercab Overview - Cybercab is a two-seater vehicle without a steering wheel or pedals, relying entirely on Tesla's Full Self-Driving (FSD) system, with a 35kWh battery providing approximately 320 kilometers of range under CLTC conditions [6][9]. - The vehicle is set to be mass-produced at Tesla's Texas Gigafactory, with a target annual production capacity of around 2 million units, potentially surpassing the production of other Tesla models [9][11]. - The manufacturing process utilizes a new "Unboxed" assembly technique, allowing for faster assembly times of 5-10 seconds per unit, significantly shorter than the Model Y's 34-35 seconds [13][16]. Group 2: Cost and Efficiency - The expected price range for Cybercab is between $25,000 and $30,000, with a focus on reducing production costs through fewer components—approximately half the parts of the Model 3 and 60% fewer structural components than the Model Y [18][16]. - The operational cost for Cybercab is projected to be $0.20 per mile, significantly lower than traditional ride-hailing services, which could lead to a shift in urban transportation dynamics [24][41]. Group 3: Regulatory Challenges - Despite technological advancements, regulatory hurdles remain significant, with current U.S. laws limiting the number of autonomous vehicles without steering wheels to 2,500 per manufacturer annually [26]. - Ongoing discussions in Congress aim to increase this limit, but face opposition, which could impact the speed of Cybercab's market entry and expansion [28][42]. Group 4: Market Potential - Goldman Sachs predicts that the Robotaxi market will accelerate commercialization by 2026, with U.S. revenues reaching $95 billion by 2030, and a global market potential exceeding $500 billion [41][42]. - The shift from personal vehicle ownership to using transportation services is seen as a transformative trend, with Cybercab positioned to capitalize on this change by leveraging Tesla's existing fleet for ride-hailing services [43].
中国十大最具发展潜力城市
泽平宏观· 2026-02-20 16:05
Core Viewpoint - The article discusses the competitive landscape of Chinese cities, highlighting the rapid urbanization and the emergence of new economic centers, while ranking the development potential of 337 cities in China, with Beijing, Shanghai, Shenzhen, and others leading the list [2]. Group 1: Beijing - Beijing is positioned as the political, cultural, international exchange, and technological innovation center of China, with a GDP exceeding 4.1 trillion yuan in 2022, making it the second-largest city after Shanghai [9][10]. - The service sector accounts for 84% of Beijing's economy, with finance, headquarters economy, and technological innovation as key pillars [10]. - Future plans include transforming Beijing into a world-class harmonious city while optimizing population distribution to enhance urban vitality [11][13]. Group 2: Shanghai - Shanghai has established itself as an international economic center, with a GDP of approximately 4.5 trillion yuan in 2022, and aims to rival New York in global economic influence [16][24]. - The city’s industrial structure is supported by the automotive, electronics, and financial sectors, with finance contributing 19.3% to the GDP [17][19]. - Shanghai plans to continue its open policies and develop into a globally competitive city, enhancing the Yangtze River Delta region [24]. Group 3: Shenzhen - Shenzhen's GDP surpassed 3.2 trillion yuan in 2022, marking it as the third-largest city in China, with a significant annual population increase of around 600,000 [25][26]. - The city is recognized as a leading innovation hub, with strategic emerging industries accounting for over 41% of its GDP [26]. - Future initiatives focus on enhancing collaboration within the Guangdong-Hong Kong-Macau Greater Bay Area to solidify its status as a global innovation city [29]. Group 4: Guangzhou - Guangzhou's GDP reached approximately 2.9 trillion yuan in 2022, ranking fifth nationally, with a strong manufacturing base in automotive and electronics [30][31]. - The city faces challenges in innovation capacity and financial sector development, with financial services contributing only 9.2% to the GDP [33]. - Future goals include enhancing its role as a national center city and participating in global economic cooperation [34]. Group 5: Hangzhou - Hangzhou's economy has shown robust growth, with a GDP of around 1.9 trillion yuan in 2022, driven by a vibrant private and digital economy [36][37]. - The city is recognized for its strong digital economy, with core digital industries contributing 27.1% to the GDP [37]. - Plans for the future include improving transportation infrastructure and fostering a more open and innovative business environment [41][42]. Group 6: Chengdu - Chengdu's GDP exceeded 2 trillion yuan in 2022, accounting for 36.7% of Sichuan province's economy, and it is recognized as a key economic hub in Western China [43][44]. - The electronics sector is a major contributor, with a significant portion of the industrial output [44]. - Future strategies involve enhancing its role as a national center city and collaborating with Chongqing to develop the Western economic highland [49]. Group 7: Nanjing - Nanjing's GDP approached 1.7 trillion yuan in 2022, with a per capita GDP of 179,000 yuan, ranking fifth among major cities [50][51]. - The city is focusing on developing its automotive, steel, electronics, and petrochemical industries while nurturing emerging sectors [51]. - Future aspirations include becoming an "innovation city" and enhancing its influence in the Yangtze River Delta region [54]. Group 8: Suzhou - Suzhou's GDP reached nearly 2.4 trillion yuan in 2022, making it the top city among prefecture-level cities in China [56]. - The city is recognized as a global industrial powerhouse, with significant contributions from electronics and manufacturing sectors [56]. - Future plans emphasize its role in the Yangtze River Delta urban cluster and advancing towards a high-tech manufacturing base [59].
智驾洗牌,“五大”要统一江湖了吗?
Jing Ji Guan Cha Wang· 2026-02-20 13:54
刘晓林/文 2025年9月公布的《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准(征求意见稿)(下称《意见稿》)已结束公开征求意见阶段, 预计于2027年1月1日正式实施。这意味着,车企的智驾合规准备已进入一年倒计时。 这一被称为"智能驾驶史上最严新规"的落地,使得整车组合安全、极端场景测试、全生命周期合规迭代将成为硬性约束,行业准入门槛与持续运营成本也会 随之大幅抬升,车企研发路径和智驾行业的格局将不可避免地迎来震荡。是继续自研智驾技术还是采购成熟解决方案?这个一直伴随着汽车企业的命题,将 在2026年得到新的答案。 随着订单被华为、Momenta、地平线等几大智驾头部供应商瓜分,更现实的问题将浮出水面:全栈自研是否成为少数头部玩家的特权?绝大多数车企是否被 迫转向头部供应商?技术同质化与供应链集中风险如何化解?无规模优势的中小车企,能否在合规高压下找到生存支点?2026年,围绕智能驾驶技术主权、 供应链安全、规模效率的行业格局重构已经开启。 新规压顶:自研合规成本飙升 对整车企业而言,技术合规难度和能否承担自研成本,是智驾国标带来的最大挑战。 目前看来,虽然面临新规与成本的双重约束,但智驾行业并未 ...
2025年中国基本型乘用车(轿车)产量为1334.6万辆 累计增长8.8%
Chan Ye Xin Xi Wang· 2026-02-19 01:33
上市企业:比亚迪(002594),上汽集团(600104),长城汽车(601633),长安汽车(000625),广汽集团 (601238),一汽解放(000800),东风汽车(600006),北汽蓝谷(600733) 2020-2025年中国基本型乘用车(轿车)产量统计图 数据来源:国家统计局,智研咨询整理 知前沿,问智研。智研咨询是中国一流产业咨询机构,十数年持续深耕产业研究领域,提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力,专注于提供完善的产业解决方案,为您的投资决策赋能。 相关报告:智研咨询发布的《2026-2032年中国汽车行业市场深度评估及投资机会预测报告》 根据国家统计局数据显示:2025年12月中国基本型乘用车(轿车)产量为122万辆,同比下降8.9%;2025 年1-12月中国基本型乘用车(轿车)累计产量为1334.6万辆,累计增长8.8%。 ...
FINE2026火热招展!机器人轻量化/热管理,数据中心液冷、固态电池、AI芯片热管理......
DT新材料· 2026-02-18 16:04
Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and future economic development [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports [2][18]. - The expo will focus on popular innovations applicable to various industries, including artificial intelligence, aerospace, smart vehicles, and renewable energy, while addressing five common needs in future industries: advanced semiconductors, advanced batteries, lightweight functionalization, low-carbon sustainability, and thermal management [2][10]. Group 2: Historical Context and Participation - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance with over 35,000 professional visitors from 27 countries and regions, showcasing more than 500 exhibitors [7][36]. - The event is expected to attract over 100,000 professional visitors, including representatives from major companies such as BYD, Huawei, and Xiaomi, as well as over 5,000 industry investors [37][36]. Group 3: Thematic Focus and Special Features - FINE 2026 will feature seven specialized thematic exhibition areas, including advanced semiconductors, AI chips, thermal management, and sustainable materials, aiming to present a comprehensive chain of innovation from components to cutting-edge technologies [13][15]. - The expo will host over 30 forums with more than 300 renowned experts discussing trends in technology, investment strategies, and advanced manufacturing techniques related to new materials [22][24]. Group 4: Strategic Importance - The event is positioned as a critical opportunity for companies to connect with industry funds, government parks, and project resources, facilitating the integration of technological and industrial innovation in the new materials sector [2][10]. - The timing of the expo in June is highlighted as a strategic window for seizing business opportunities in the second half of the year, leveraging Shanghai's advantages as a major international exhibition platform [10].
广汽集团申请踏板总成和车辆专利,满足不同驾驶员对踏板位置的个性化需求
Jin Rong Jie· 2026-02-18 09:21
Group 1 - Guangzhou Automobile Group Co., Ltd. has applied for a patent titled "A Pedal Assembly and Vehicle," with publication number CN121536151A, filed on December 2025 [1] - The patent describes a pedal assembly that includes a first motor, a first pedal arm, a support frame, a transmission device, and a damping device, allowing for personalized pedal positioning for drivers of different heights and driving habits [1] - The first motor drives the transmission device to continuously move the damping device, which provides sustained and continuous thrust to the first pedal arm, enabling it to stabilize at any desired position [1] Group 2 - Guangzhou Automobile Group Co., Ltd. was established in 1997 and is primarily engaged in the automotive manufacturing industry, with a registered capital of approximately 10.23 billion RMB [2] - The company has invested in 51 enterprises and participated in 3,551 bidding projects, holding 777 trademark records and 5,000 patent records [2] - Additionally, the company possesses 130 administrative licenses, indicating a robust operational framework [2]