证券之星消息，2月4日商用车板块较上一交易日上涨0.55%，福田汽车领涨。当日上证指数报收于4102.2，上涨0.85%。深证成指报收于 14156.27，上涨0.21%。商用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600166 | 福昌汽车 | 3.13 | 4.33% | 237.39万 | | 7.29亿 | | 000800 | 一汽解放 | 6.98 | 2.50% | 25.65万 | | - 1.79亿 | | 301039 | 中隼车辆 | 10.17 | 2.42% | 20.64万 | | 2.09亿 | | 600303 | 曙光股份 | 3.30 | 2.17% | 30.06万 | | 9885.07万 | | 000957 | 中通客车 | 11.53 | 1.95% | 12.86万 | | 1.47亿 | | 600375 | 汉马科技 | 6.09 | 1.50% | 24.22万 | | 1.47亿 | | 60 ...

点 击 蓝 字 关 注 我 们 本文全文共 4039 字，阅读全文约需 13 分钟 目录 国内新闻 1.2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 2.八部门印发《汽车数据出境安全指引（2026版）》 3.浙江:拟科学布局人形机器人、 生物制造、清洁氢、商业航空等未来产业 4.武汉经开区设立10亿元基金 加速汽车产业数字化转型 5.小鹏汽车内部调整整合自动驾驶与智能座舱 6.商汤绝影与东风发布首个生成式智驾系统 7.经纬恒润与中兴微电子签署战略合作协议 8.宁德时代与云南签署全面战略协议 覆盖绿色能源与交通 国外新闻 1.印度汽车业1月实现国内销量历史新高 2.采埃孚与宝马签署乘用车传动系统长期供应协议 3.丰田汽车将在巴西设立生物燃料实验室 4.Stellantis加码意大利产能：多款新车投产 商用车 1. 比亚迪商用车完成2025黑河极寒测试 2. 九识智能将在2026年上半年进入"无图"阶段 3. 远程智芯科技600V高压钠电系统黑河冬标收官 4. 《甘肃省零碳园区建设方案》印发 国内新闻 1 2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 时间:2026.2.4 ...

Core Viewpoint - The article predicts a 25% growth in sales for Chinese new energy passenger vehicle manufacturers by 2025, aligning with the growth expectations set for the "14th Five-Year Plan" period [2]. Group 1: Market Predictions - The end of the new energy vehicle purchase tax exemption policy in December 2025 is expected to lead to a recovery period in January 2026, with some consumers likely to make purchases in December to benefit from the policy [2]. - January 2023 saw a decline of 8% in new energy vehicle sales due to the withdrawal of subsidies, while January 2024 experienced a positive growth despite the anticipated policy changes [2]. - The late timing of the 2026 Spring Festival and contributions from exports have positively influenced January's sales performance [2]. Group 2: Sales Data - According to the latest data from the Passenger Car Association, manufacturers with sales exceeding 10,000 units in December accounted for 93% of the total new energy passenger vehicle wholesale sales for that month [3]. - Preliminary data for January indicates that these manufacturers achieved sales of 830,000 units, leading to an estimated total of 900,000 new energy passenger vehicles sold nationwide in January, reflecting a 1% year-on-year growth [4][3]. Group 3: Leading Manufacturers - Key manufacturers such as GAC Aion, XPeng Motors, and Great Wall Motors reported significant sales figures in January, with GAC Aion leading at 21,635 units sold [8]. - Other notable performances include XPeng Motors with 20,011 units, Great Wall Motors with 18,019 units, and FAW Hongqi with 8,265 units [8]. - The total estimated sales for manufacturers exceeding 10,000 units in January amounted to 832,461, representing 93% of the total market share for that month [8].

Core Viewpoint - The heavy truck market in China experienced a strong wholesale performance but weak retail sales in January 2026, with wholesale sales rising by approximately 40% year-on-year to about 101,000 units, while retail sales are expected to decline by 5-10% year-on-year [1][4][17]. Group 1: Market Performance - In January 2026, the heavy truck market sold approximately 101,000 units, marking a 40% increase from 72,200 units in January 2025 [1]. - The wholesale sales growth is attributed to manufacturers' strategies to ensure a strong start to the year, despite a weak terminal sales performance [4][6]. - The export of heavy trucks continued to grow steadily, with a year-on-year increase of over 20% in January 2026 [6]. Group 2: Manufacturer Performance - China National Heavy Duty Truck Group (CNHTC) sold about 24,000 heavy trucks in January 2026, achieving a year-on-year growth of approximately 13% and holding a market share of about 23.8% [8]. - FAW Jiefang sold around 23,000 heavy trucks, with a significant year-on-year increase of about 48%, resulting in a market share of approximately 22.8% [8]. - Dongfeng Motor Corporation sold about 16,000 heavy trucks, marking a year-on-year growth of approximately 92% and a market share of about 15.8% [10]. - Shaanxi Automobile Group sold around 15,000 heavy trucks, achieving a year-on-year growth of about 20% and a market share of approximately 14.9% [12]. - Beiqi Foton sold about 13,000 heavy trucks, with a year-on-year increase of approximately 66%, resulting in a market share of about 12.9% [14]. - XCMG, focusing on new energy heavy trucks, sold about 4,000 units, achieving a year-on-year growth of approximately 95% [16]. Group 3: Future Outlook - The heavy truck industry is expected to maintain rapid wholesale growth in the first quarter of 2026, but retail sales may decline by 10-15% year-on-year [17]. - The traditional peak sales season for heavy trucks is delayed due to the late Lunar New Year holiday, which may impact sales timing [17]. - New policies regarding the replacement of old National III and IV trucks are anticipated to be implemented in the latter part of the first quarter, which could provide substantial benefits and stimulate sales in the second quarter [17].

Group 1 - Dongfeng Motor Corporation has applied for a patent titled "A Battery Thermal Management Method, System, Device, and Readable Storage Medium," with publication number CN121425041A, and the application date is December 2025 [1] - The patent describes a battery thermal management method that includes obtaining the required power for preheating the power battery pack when preheating conditions are met, calculating the preheating current based on the required power and the current voltage of the battery pack, and controlling the DC charging unit to output the preheating current [1] - The method involves real-time monitoring of the battery pack's temperature to determine if it has reached a preset temperature threshold, and if so, normal charging is executed; if not, the preheating current is adjusted until the temperature threshold is met, ensuring safety and precision during the preheating process [1] Group 2 - Dongfeng Motor Corporation was established in 1999 and is located in Xiangyang, primarily engaged in the automotive manufacturing industry [2] - The company has a registered capital of 2 billion RMB and has made investments in 16 enterprises, participated in 3,657 bidding projects, and holds 2,986 patent records [2] - Additionally, the company has 155 trademark records and 773 administrative licenses [2]

2月3日晚间，凯龙高科（300912.SZ）公告称，上市公司拟通过发行股份及支付现金的方式向许照旺、 安义拓荒者购买金旺达70%股权，并向公司实际控制人臧志成发行股份募集配套资金。本次交易完成 后，金旺达将成为上市公司的控股子公司。公司将于2026年2月4日开市起复牌。 标的公司金旺达主营滚珠直线导轨副、滚珠丝杠副、直线模组、直线电机等精密传动功能部件的研发、 生产与销售，产品已广泛应用于3C电子、新能源锂电、半导体设备、医疗设备、机器人、汽车制造装 备等领域的工业自动化场景，长期为比亚迪、宁德时代、华为、富士康、歌尔股份、立讯精密、京东方 等国内知名智能制造企业的设备供应商提供批量配套产品，其产品还成功应用于苹果、特斯拉等国际高 端制造商的产线。凯龙高科表示，标的公司主业契合上市公司产业升级战略方向，可加速上市公司战略 布局落地，培育新质生产力，进一步提高上市公司持续盈利能力。 公告显示，上市公司与标的公司将在技术、市场、产能及管理等方面实现多维协同。技术层面，双方将 整合研发资源、共享关键环节经验，凯龙高科作为国家企业技术中心和国家博士后科研工作站，具备较 强的研发团队和技术积累，可为金旺达提供研发支持， ...

为进一步释放文旅消费潜力、激发文旅市场活力，切实提升群众文旅消费体验，湖北省财政厅、湖北省 文化和旅游厅联合发起的"票游湖北 '马'上有礼"文旅惠民促消费活动，于2月3日正式启动，活动持续至 3月31日，此次活动面向全国游客发放总价值超过3000万元的文旅消费福利，个人最高可享礼遇价值达 125350元，助力湖北文旅市场开年"开门红"。 本次活动以"票根换福利、文旅促消费"为核心，依托"湖北有礼 HB GIFTS"微信小程序搭建专属活动平 台，整合全省优质文旅资源，联动景区、星级饭店、文旅商户等多方主体，推出四重票根福利，实 现"游客得实惠、商户增收益、市场添活力"的三方共赢。 活动坚持惠民普惠原则，"普惠礼包"面向所有在鄂消费的游客，上传消费凭证即可领取黄鹤楼、神农 架、金盾酒店、武汉SKP等30余家省内知名景区、酒店及商家的专属福利。"限时礼包"则每天上午10点 准时开抢，提供武当山、木兰草原等热门景区免费门票，以及特色旅游商品、非遗产品的特别折扣，持 续点燃公众参与热情。 活动还设置了"新春锦鲤"大礼包，将在关键时间节点及活动结束后抽取。其中，"星级饭店消费免单礼 包"将为100名已获饭店礼包的幸运游客 ...

1月29日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整合。菜鸟以自身无人车业务注入、现金投资等方式，成为九识股东，支 持九识打造RoboVan超级航母。这标志着双方正式开启在RoboVan领域的深度协同。 携手丰宜科技、快狗打车，是切入同城货运与即时物流的广阔市场，探索更高效、灵活的运力调度模式。 与蒙牛、新希望等快消巨头合作，意味着无人车将深入冷链配送、社区零售、渠道补货等复杂场景。它解决的不仅是"送"，更是"精准库存管理"和"供应 链快速响应"。 当菜鸟集团与九识智能就无人车业务深度整合的消息传出，业界讨论多集中于"强强联合"的市场影响。然而，故事若止步于"强强联合解决末端配送"，格 局尚小。九识与菜鸟的这次联姻，其真正的想象力在于，它将共同开启一场超越快递、跨越地域的"无限游戏"，指向一个由"全链路无人化"驱动的崭新物 流世界。 作为L4自动驾驶领域产品落地最多的企业，截至2026年1月，九识无人车累计交付超17000台，落地国内超300个城市，并出海至新加坡、日韩等近10个国 家。此次合作，标志着九识的战略重心正从快递末端这一"毛细血管"，加速延伸至城市支线、区域干线乃至国际干线等 ...

1 月 29 日，九识智能与菜鸟无人车联合宣布，双方已就无人车业务达成深度战略整合。菜鸟以自 身无人车业务注入、现金投资等方式，成为九识股东，支持九识打造 RoboVan 超级航母。这标志 着双方正式开启在 RoboVan 领域的深度协同。 当菜鸟集团与九识智能就无人车业务深度整合的消息传出，业界讨论多集中于 "强强联合"的市场影 响。然而，故事若止步于"强强联合解决末端配送"，格局尚小。九识与菜鸟的这次联姻，其真正的 想象力在于，它将共同开启一场超越快递、跨越地域的"无限游戏"，指向一个由"全链路无人化"驱 动的崭新物流世界。 作为 L4 自动驾驶领域产品落地最多的企业， 截至 2026 年 1 月，九识无人车累计交付超 17000 台，落地国内超 300 个城市，并出海至新加坡、日韩等 近 10 个国家。此次合作，标志着九识的 战略重心正从快递末端这一 "毛细血管"，加速延伸至城市支线、区域干线乃至国际干线等物流 的"主动脉"体系。菜鸟生态的注入，为这一战略跃迁提供了无可替代的版图。 菜鸟带来的绝非仅仅是资本。它首先注入的是对物流产业 "颗粒度"极细的深刻理解。 与此同时，这也为 九识的全球化战略插上了翅 ...

Group 1 - In January 2026, Great Wall Motors sold 90,300 new vehicles, representing a year-on-year increase of 11.59% but a month-on-month decline of 27.18% [1] - Overseas sales for Great Wall Motors increased by 43.77% year-on-year [1] - The Haval brand sold 50,500 vehicles, up 4.03% year-on-year; the Wey brand sold 7,873 vehicles, up 57.24%; and the Tank brand sold 14,500 vehicles, up 12.92% [1] Group 2 - SAIC Motor Group did not disclose overall sales figures, but some business units reported data [1] - SAIC Passenger Vehicle's Roewe and MG brands had retail sales exceeding 78,000 units, a year-on-year increase of 9.8% [1] - SAIC-GM Wuling's global sales in January reached 105,800 units, while SAIC-GM's terminal deliveries were 51,000 units, up 8.2% year-on-year [1] Group 3 - Dongfeng Motor's Lantu brand delivered 10,500 vehicles in January, a year-on-year increase of 31% [1] - Yipai Technology's sales reached 21,300 vehicles, a significant year-on-year increase of 145% [1] - The Mengshi brand sold 1,008 vehicles, marking a year-on-year growth of 300% [1]