以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉 利抱团新能源商用车，能否打破这一魔咒？ 作者： 濮振宇 封图：图虫创意 1月28日，广汽领程新能源商用车有限公司（下称"广汽领程"）与吉利旗下浙江远程新能源商用车 集团有限公司（下称"吉利远程"）在广州签署战略合作协议，双方计划围绕客车、VAN类产品推 广以及甲醇电动动力应用、能源加注等生态建设方面开展深度合作。 对于这一合作，吉利远程方面对经济观察报表示，吉利远程与广汽领程的合作还处于初步阶段，暂 时无法透露更多其他具体信息。 从行业来看，广汽领程与吉利远程的合作，是又一起自主整车企业合作的案例。对于已在新能源商 用车领域实现销量领先的吉利远程来说，这是打破区域市场壁垒、寻求新增量的重要一步。对于刚 完成品牌焕新的广汽领程而言，此举是战略性补短，也是其"轻资产"策略的又一个支点。 不过，以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉利抱团新能源商用车，能否打 破这一魔咒？ 领程转型 广汽领程的前身是广汽日野，作为一家中日合资商用车企业，广汽日野在燃油车时代曾凭借日野技 术占据高端市场，但在新能源转型中因决策迟缓而错失先机。2024年的股权重组， ...

Core Viewpoint - GAC Lingcheng and Geely Remote have signed a strategic cooperation agreement to collaborate on electric commercial vehicles, methanol electric power applications, and energy refueling infrastructure, marking a significant step for both companies in the competitive new energy commercial vehicle market [2][6]. Company Overview - GAC Lingcheng, formerly GAC Hino, has undergone a brand transformation to accelerate its shift towards new energy commercial vehicles, following a restructuring that increased GAC Group's stake to nearly 90% [2][3]. - Geely Remote, established in 2016, has achieved a compound annual growth rate of over 120% in sales over the past five years, with monthly sales reaching nearly 25,000 units as of 2025 [5]. Market Context - The collaboration between GAC Lingcheng and Geely Remote is seen as a strategic move to break regional market barriers and seek new growth opportunities in the competitive landscape dominated by players like BYD and Yutong in the Guangdong market [2][3][5]. - The commercial vehicle market in China is experiencing structural adjustments, with a shift towards low-speed growth and increasing competition in the new energy sector [8][9]. Strategic Implications - GAC Lingcheng's "light asset" strategy aims to minimize research and development costs by leveraging partnerships rather than solely relying on internal development, which is crucial given its limited R&D budget [4][6]. - The partnership is expected to enhance GAC Lingcheng's product offerings in the VAN and bus segments, where it currently lacks a strong foundation [3][4]. Technological Collaboration - The cooperation includes the development of methanol electric power applications, with Geely Remote being one of the few companies in China to focus on this technology, which has the potential to address energy infrastructure challenges in the region [6][8]. - The collaboration is positioned to utilize GAC's local resources to reduce market entry costs for Geely Remote in key cities like Guangzhou, enhancing their competitive edge [6][8]. Industry Trends - The trend of collaboration among commercial vehicle manufacturers to share the costs and risks associated with new energy transitions is becoming more common, as seen in recent partnerships across the industry [9].

Group 1: Economic Outlook - Federal Reserve Vice Chairman Jefferson expresses cautious optimism for the 2026 economic outlook, expecting growth slightly above trend and a balanced labor market with inflation returning to the 2% target [1][11] - Jefferson warns that investments in artificial intelligence may temporarily increase demand and inflationary pressures in the short term [1][11] Group 2: Credit Card Industry - Several banks, including Guangfa and Pudong Development Bank, announce the discontinuation of multiple co-branded credit cards, reflecting a shift in the credit card industry from quantity to quality [2][12] - The number of credit cards in the country has been declining for several consecutive quarters, indicating a transition to a more quality-focused operational strategy [2][12] Group 3: Cryptocurrency Regulation - The People's Bank of China and eight other departments reiterate the prohibition of cryptocurrency activities within the country, classifying related businesses as illegal financial activities [3][13] - The notice emphasizes that domestic entities are not allowed to issue cryptocurrencies abroad without approval, and the tokenization of real-world assets will be regulated [3][13] Group 4: Green Finance in China - A United Nations report highlights China's leading position in global clean energy transition through a multi-tiered green finance system, contributing approximately one-quarter of economic growth [4][14] - Despite achieving its 2030 renewable energy goals ahead of schedule, the report notes the complexity of transitioning energy structures, with coal power still accounting for over half of energy generation [4][15] Group 5: Solar Industry Valuation - Elon Musk's emphasis on "space solar" initiatives and his praise for China's solar industry capabilities have injected optimism into the struggling A-share solar sector [5][16] - However, the fundamental challenges in the solar industry remain, and it is uncertain whether the hype around "space solar" can alleviate current competitive pressures [5][16] Group 6: Automotive Industry Performance - GAC Group forecasts a net profit loss of 8 to 9 billion yuan for 2025, marking a significant downturn in performance with a 14.06% decline in annual sales [6][17] - The company attributes its poor performance to intense industry competition, lower-than-expected sales, and strategic missteps in the new energy sector [6][17] Group 7: Amazon's Financial Strategy - Amazon's Q4 2025 report shows a 24% year-over-year growth in AWS revenue, but the company plans to increase capital expenditures to approximately $200 billion in 2026, primarily for AI infrastructure [7][18] - This announcement has raised concerns among investors about balancing short-term profits with long-term investments, leading to a significant drop in stock price [7][18] Group 8: Gold Market Trends - Recent fluctuations in international gold prices have led to a surge in demand for physical gold among domestic investors, coinciding with the upcoming Spring Festival [19] - The sale of a 79-kilogram gold brick by a Macau hotel for nearly 100 million HKD, yielding a tenfold profit, reflects a strategic shift from gambling to financial prudence amid ongoing losses [19]

精准帮扶"沉下去"，产业增收"活起来"。 在从化区吕田镇，驻镇强村工作队以"科技+绿色"为核心赋能农业，引入广东省农业科学院团队，在安山、草埔等村 试种水稻、番薯新品种，应用机械化耕作和智慧种植技术，实现了稳产增收。600多亩沉睡的土地"醒"了过来，村集 体也通过分成获得了可持续收益。团队还在份田、桂峰等村对60亩高山茶树开展富硒技术试种，使茶叶达到国家富硒 标准，后续还计划将技术推广至全镇近4000亩茶园及稻米、番薯等作物，通过美食节联动星级厨师创新"吕田一桌 菜"，融合餐饮与文旅，打造富硒茶产业链，促进当地农民稳步增收。 这样的精准帮扶故事，在广州北部山区不断上演。 在增城区正果镇，工作队以荔枝产业为突破口，通过构建"南荔北运"产销体系，将荔枝销往新疆喀什，跨域5000公里 保障冷链品质，更借助"街村结对""会村结对"模式拓展渠道，帮助销售荔枝约30万斤，销售额突破360万元。镇上还举 办荔枝文化周，结合醒狮表演、直播带货等活动，提升品牌影响力，并与广州酒家集团合作开发荔枝酥等文创产品， 实现鲜果与加工品联动销售，促进消费助农。 构建帮扶体系 实现精准对接 帮扶促振兴，融合向共富。记者从广州市农业农村局了 ...

广东是全国新能源车渗透率最高的地区之一，也成为产业升级的示范者。2025年前11个月，广东省汽车 产量达271.96万辆，其中新能源汽车产量101.61万辆；新能源汽车销量达123.5万辆，同比增长15%，产 销规模稳居全国前列。销量端的表现，集中体现在头部企业的集体发力。比亚迪以460.2万辆的全年销 量问鼎全球新能源汽车销量冠军，其中海外销量首次突破100万辆，成为中国车企出海的标志性样本； 广汽集团全年终端销量181.35万辆，正加快在东南亚、美洲等市场布局；小鹏汽车全年交付42.9万辆， 并通过与大众集团的技术合作，实现智能电动车平台的反向输出。 "广东造"汽车驶向全球，并非孤军作战。从广州的整车制造基地，到深圳的芯片与软件研发，从佛山的 精密零部件生产，到东莞、惠州的动力电池集群，广东已形成覆盖"整车—电池—芯片—智能系统"的完 整新能源汽车产业链，核心部件自给率超过90%。在产业链细分环节，广东同样聚集了一批具备全球竞 争力的"隐形冠军"：电池材料领域有贝特瑞、欣旺达，传感器领域有奥比中光、速腾聚创，智能驾驶解 决方案领域有元戎启行等企业协同发力，使广东具备"整车+核心零部件+技术服务"一体化出海 ...

2月5日，贾跃亭在美国举行了FF首批具身智能机器人产品发布会，一口气推出了三个系列的智能机器 人产品：面向职业场景的Futurist全尺寸人形机器人、强调运动性能的Master系列人形机器人，以及主打 安防与陪伴的Aegis四足机器人。 （图片来源：贾跃亭微博） 贾跃亭发布的图片显示，Futurist系列机器人定价34990美元起，Master系列机器人定价19990美元起， Aegis系列机器人定价2499美元起。 发布会现场，贾跃亭通过社交平台发布了一段20秒的视频，展示了人形机器人的基础动作与四足机器人 的交互能力，不过，视频中未展示机器人完整外观及详细技术参数，这无疑给市场留下了一丝神秘。 2025年，行业迈入量产元年，实现了历史性跨越，全球出货量同比激增508%。中国凭借供应链集成、 场景密度优势占据全球主导地位，当前已有超150家企业入局，亿元级订单频现，资本市场热度高涨。 此外，FF方面透露，首批交付计划于2月底完成，目标成为最早同步实现人形和仿生EAI机器人规模化 交付的美国公司。轮臂系列机器人已进入最终测试阶段，计划于2026年二季度正式发布，进一步丰富 EAI机器人产品矩阵。 也不怪贾老板 ...

Core Insights - The CLNB 2026 New Energy Industry Expo will take place from April 8 to 10, 2026, at the Suzhou International Expo Center, featuring over 1,500 exhibitors, 30,000 professional visitors, and more than 200 international procurement teams from over 30 countries [1] Group 1: Exhibition Overview - The expo aims to provide valuable opportunities for attendees to connect with suppliers, projects, and collaboration opportunities in the new energy sector [1] - The event will feature a wide range of displays, including new battery technologies, mining resources, advanced materials, and battery recycling [2][3][4] Group 2: Business Matching Services - CLNB will offer a one-on-one business matching service, connecting exhibitors with selected professional buyers to facilitate in-depth communication and potential partnerships [4] - The event will include a VIP procurement matching session, ensuring targeted outreach to key buyers and decision-makers [4] Group 3: Forums and Discussions - The expo will host multiple forums focusing on global resource dynamics in lithium, nickel, and cobalt, as well as advancements in lithium batteries, solid-state technology, and energy storage [10][11] - The event will also feature discussions on the integration of aluminum and copper industries with the new energy sector, creating a comprehensive ecosystem for industry participants [10][11] Group 4: Group Participation Benefits - Groups of five or more attendees will receive special benefits, including customized services, access to multiple forums, and invitations to gala dinners [6][7] - Group members will also receive commemorative badges and access to presentation materials from the event [7]

Core Insights - In 2025, the globalization journey of Chinese enterprises has not shifted due to any single event, but rather has undergone a paradigm evolution through multiple accelerating and intersecting trajectories [1] - The core logic of going abroad is transitioning from a clear path focused on scale and efficiency to a more complex, decentralized reality that is difficult to replicate [1][10] - Success in overseas operations increasingly depends on deep localization capabilities, forward-looking compliance layouts, and technology and system outputs beyond the products themselves [1][10] Overall Changes in 2025 - The industry coverage of Chinese enterprises going abroad has expanded, with sectors such as AI, new energy vehicles, cross-border e-commerce, and cultural consumption accelerating their globalization efforts [2][15] - Southeast Asia remains a stable testing ground, while regions like the Middle East, Latin America, and Africa are emerging as crucial sources of growth, with the European and American markets evolving into high-value, high-barrier strategic competitions [2][15] - The shift in overseas business models is marked by a transition from light to heavy investments, with companies focusing on foundational infrastructure like cloud computing and AI computing power [2][19] Regional Dynamics - The "Global South" has surpassed its role as a mere market supplement, becoming a core area for Chinese enterprises to build strategic depth, leveraging demographic dividends and digital transformation opportunities [2][14] - The Gulf region is notable for its significant investments in data centers and computing clusters, aiming to create a self-sufficient AI industry ecosystem [3][14] - In contrast, competition in the European and American markets has escalated to regulatory and compliance levels, with a shift towards capital control and safety reviews, creating high-cost institutional barriers [3][14] Industry Restructuring - The path for key industries going abroad is fundamentally being restructured, with the AI sector transitioning from a follower to a leader, achieving breakthroughs in open-source model capabilities [4][15] - The automotive industry's focus has shifted from mere export expansion to deep localization, with many companies establishing complete vehicle factories or CKD assembly plants overseas [4][15] - Cross-border e-commerce is experiencing a revolution in fulfillment models, with "overseas warehouses + local fulfillment" becoming mainstream, marking a shift in competition towards backend fulfillment and infrastructure capabilities [4][15] Strategic Evolution - Chinese brands are improving their global reputation, entering a critical window for transitioning from a focus on sales volume to brand premium [5][15] - The first generation of overseas expansion experiences, reliant on platform dividends and low-cost traffic, is systematically failing under increasing competition and high traffic costs [5][15] - The overseas service system is evolving from passive responses to proactive layouts in key regions, expanding service offerings to local and global clients, marking a new phase of "serving globally" [5][15] Conclusion - The landscape of Chinese enterprises going abroad in 2025 indicates that globalization has entered an era requiring greater resilience, where success depends not only on the courage and speed of going out but also on the determination to integrate deeply and build sustainable competitive advantages in complex environments [6][10]

Core Viewpoint - Changan Automobile is initiating a significant share buyback plan shortly after receiving approval for a private placement, aiming to enhance its capital structure and shareholder value through a total buyback fund of no less than 1 billion yuan and no more than 2 billion yuan [1][3]. Group 1: Share Buyback and Capital Structure - Changan Automobile plans to repurchase shares for a total fund of between 1 billion yuan and 2 billion yuan, marking its first simultaneous buyback of A and B shares [1][3]. - This buyback is the first market-based repurchase in 14 years, with the last being a B-share buyback in 2012 [3]. - The buyback will utilize the company's own funds, with a cash balance of 55.241 billion yuan, making the maximum buyback amount only about 3.6% of its cash reserves [3]. Group 2: Sales Performance and Future Targets - In January 2026, Changan's sales were reported at 134,700 units, a year-on-year decrease of 51.14%, while the company aims for an annual sales target of 3.3 million units for 2026, representing a 13.3% increase [2][6]. - Changan's sales have shown consistent growth over the past six years, with 2025 sales reaching 2.913 million units, a year-on-year increase of 8.54%, and nearly 1.11 million units of that being electric vehicles, up 51.1% [5][6]. - The company has set ambitious targets for 2026, including 1.4 million units of electric vehicle sales, a 26.2% increase, and 750,000 units in overseas sales, a 17.7% increase [6].

广州首个出海综合服务港揭牌 中新社广州2月5日电(王华 贾瀚阳)广州首个出海综合服务港2月5日正式揭牌。据悉，该市累计对外投 资企业数量超3300家，此次挂牌成立市级出海综合服务港，将为企业国际化经营提供系统性支持。 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 广州市商务局副局长吴炳祥表示，广州将持续依托出海综合服务体系，常态化开展政策解读、技术赋 能、资源对接等系列活动，推动AI技术与出海服务深度融合，助力更多企业从"走出去"向"走得稳、走 得好"跨越。(完) 来源：中国新闻网 编辑：张嘉怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 "海综服赋能·AI驱动出海——APEC背景下企业高质量出海沙龙"当日在穗举办。广州市、区相关部门负 责人，香港投资推广署等APEC经济体政府部门代表、行业代表，以及对外投资领域重点企业及机构代 表约140人与会，共同探讨企业出海新路径。 广州市商务局在会上介绍，2025年，广州市进出口规模达到1.2万亿元人民币，同比增长10.4 ...