Domestic News - Hangzhou's "15th Five-Year Plan" aims to accelerate the development of two trillion-level industrial clusters in artificial intelligence and visual intelligence, focusing on nine key areas including intelligent robots, integrated circuits, and new energy equipment [7] - Shanghai has implemented a traffic congestion model at 360 intersections, resulting in a 12.9% increase in average vehicle speed at trial intersections, with traffic accidents expected to decrease by 2.7% and fatalities by 7% by 2025 [9] - BAIC Group and Hyundai Motor are deepening strategic cooperation to accelerate the transformation of Beijing Hyundai [10] - China National Building Material Group and Chery Automobile have signed a strategic cooperation agreement to focus on new materials for industries such as new energy vehicles and robotics [11] - Xiaomi plans to lower the safety mileage requirement for its urban navigation assistance feature to enhance user experience, with a target of 1,000 kilometers set for 2024 [12] - Dongfeng's solid-state battery, with an energy density of 350Wh/kg, is undergoing extreme cold testing in Mohe, demonstrating significant performance in low temperatures [13] - Zeekr's 007GT has launched in Europe, with prices in the Netherlands ranging from 374,000 to 467,000 RMB [14] - Baidu's Robotaxi service has quietly expanded to approximately 20 cities nationwide, with significant investments in smart connected vehicle testing projects [15] International News - General Motors plans to invest $1 billion in the Mexican manufacturing sector over the next two years, focusing on projects aimed at domestic demand [17] - South Korea's automotive exports are projected to reach a record $72 billion in 2025, marking a 1.7% increase from 2024 [18] - Honda's U.S. division aims for a sales target of 1.5 million vehicles by 2026, employing a balanced strategy of hybrid, fuel, and electric models [19] - Mercedes-Benz is expanding its electric vehicle charging network to Canada, with the first three fast-charging stations now operational [20] Commercial Vehicles - The Xiangling V5 gas engine product has been launched in the southwest region, targeting logistics solutions for various sectors [21] - Dongfeng's Rui Lida has completed extreme cold testing, demonstrating superior performance in low-temperature conditions [22] - Shaanxi Automobile is set to unveil three strategic new products at its upcoming partner conference [23] - The Yuanmeng Super VAN has achieved a 212% year-on-year sales increase in 2025, maintaining the top market share in the new energy wide-body light truck segment [25]

广发证券指出，从供给端来看，比亚迪、吉利汽车、长城汽车、奇瑞汽车多款20万元以下长续航PHEV 车型将陆续推出，供给端的快速增加有望进一步拉动该细分市场的需求提升。政策端，新能源购置税技 术调整要求插电式混合动力乘用车纯电动续驶里程不低于100公里方可享受减免；需求端，长续航版本 能有效降低用户充电频次，其销量占比呈现环比提升趋势，因此20万元以下长续航PHEV销量占比有望 继续提升。此外，在反内卷和原材料成本上涨的外在双重约束下，预计后续车企将以"增配提价"的形式 参与竞争，竞争策略的变化将有助于2026年乘用车行业实现"价升量稳"。 汽车ETF（516110）跟踪的是800汽车指数（H30015），该指数从沪深市场中选取涉及整车制造、零部 件供应及相关服务等业务的上市公司证券作为指数样本，以反映汽车行业内优质上市公司证券的整体表 现，行业配置侧重于乘用车、商用车及新能源车领域，风格偏向成长与价值均衡。 （文章来源：每日经济新闻） ...

Core Insights - The article highlights the strategic partnerships between multiple automotive companies and CATL, aimed at stabilizing supply chains and enhancing competitive advantages in the context of rising lithium carbonate prices and the expanding electric vehicle market [1][4]. Group 1: Strategic Partnerships - CATL signed a five-year strategic partnership memorandum with Changan Automobile, focusing on advanced areas such as battery swapping, smart vehicles, and flying cars [1][2]. - Since the second half of last year, ten automotive companies, including Changan, have entered into long-term agreements with CATL, covering various segments like passenger cars, commercial vehicles, and intelligent technologies [1][2]. - Notable agreements include a ten-year partnership with Lantu Automotive and GAC Group, emphasizing long-term collaboration in battery technology and market expansion [1][2]. Group 2: Market Dynamics - Lithium carbonate prices have shown significant volatility, dropping to a low of 59,000 yuan/ton in June 2025 before surging to a peak of 134,500 yuan/ton by December 2025, and further rising to 174,100 yuan/ton in 2026 [3]. - The demand for electric vehicles is projected to grow, with the China Association of Automobile Manufacturers estimating production and sales of 16.62 million and 16.49 million units respectively in 2025, marking a year-on-year increase of 29% and 28.2% [3]. Group 3: Technological Collaboration - CATL is leveraging its battery technology to collaborate with automotive manufacturers on innovations such as ultra-fast charging, long-life batteries, and integrated smart chassis [4][6]. - The partnerships aim to create a shared ecosystem around battery swapping, battery-as-a-service (BaaS), and vehicle-to-grid (V2G) technologies, enhancing operational efficiency and market reach [5][6]. Group 4: Industry Transformation - By establishing deep binding relationships with automotive companies, CATL is transitioning from a battery supplier to a comprehensive energy solutions provider, solidifying its market leadership [6].

经济观察报 记者 老盈盈 1月16日早上10点，观致汽车有限公司（下称"观致汽车"）位于常熟市通达路1号不动产及厂区内设备设施、零配件等财产在京东司法拍卖平台上结束了一天 的公开竞拍。此次拍卖为第二次拍卖，自2026年1月15日10时开始，起拍价为8.596亿元，为评估价的5.7折，每次加价幅度100万元。虽然此次竞拍有1638人 关注和超过60000人围观，但整个竞拍过程仅有1人报名，而且全程无人出价，此次拍卖宣告流拍。 值得注意的是，就在此次竞拍开拍的前一天（1月14日），宝能集团董事长姚振华在该公司的微信公众号上发布了一则视频，称宝能集团是观致汽车的大股 东，已经投入260多亿元，但是在观致汽车2.7亿元的执行案件中，常熟相关部门成立清算工作组，强制封控观致汽车工厂、设备，超额查封资产。经过第三 方估值80亿元的资产，常熟当地以15亿元的低价进行拍卖。关键是第一次拍卖没有成功，准备推动第二轮拍卖，起拍价低至8.5亿元，只有第三方评估价的 1/10左右，且相关部门违法快速推进一拍、二拍。 观致汽车成立于2007年，由奇瑞汽车与以色列量子集团合资设立。2017年，宝能集团以66.3亿元收购观致汽车51%股权 ...

"我们始终以企业需求为导向，持续优化营商环境，落细落实'皖车'快跑12条措施和支持新能源汽车产 业集群建设20条举措，在'提质、降本、增效'上持续发力，为国产汽车出口保驾护航。"芜湖海关副关 长先裕飞表示。 为助力国产汽车扬帆出海，芜湖海关立足长三角区位优势，结合辖区汽车产业发展特点，推出了"一揽 子"精准服务举措。定制"专人对接-线上预约-即到即检"检验流程，叠加"联动接卸""抵港直装"等便利措 施，实现"前端装载-在途运输-装船起运"全环节无缝衔接，通关时效提升50%；构建"水、陆、空、 铁"立体出海通道，推广"铁路快速通关""铁公联运""空空中转"等运输模式，帮助企业降低运输成本 30%。 新安晚报 安徽网 大皖新闻记者 孙芮 （来源：新安晚报） 转自：新安晚报 本报讯 汽车产业是安徽省首位产业，更是芜湖的支柱产业。记者日前获悉，2025年芜湖市出口汽车97.5 万辆，同比增长35.8%；出口金额达1001.7亿元，同比增长44.8%，首次突破千亿元大关。 冬日的芜湖港国际集装箱码头装运堆场一片繁忙，一辆辆奇瑞汽车依次驶来，在合肥海关所属芜湖海关 关员的监管下顺利装入集装箱。这批共120辆汽车，装箱完成 ...

据中国建材集团消息，1月15日，中国建材集团与芜湖市、奇瑞汽车在京签订战略合作协议。三方将聚 焦新能源汽车、机器人、低空经济和高端装备等产业的新材料需求，共建新材料研发创新平台，推动新 材料产业基地建设，深化新材料产业基金投资合作。 ...

Core Viewpoint - The auction of assets related to Qoros Auto, which has been reported by Baoneng Group's chairman Yao Zhenhua as being undervalued, is currently underway on JD's asset trading platform, with only one bidder registered so far [1][9]. Group 1: Auction Details - The auction began on January 15 and is set to conclude on January 16, with a five-minute delay rule for bidding [1]. - The auction item includes real estate and equipment from the Qoros Changshu factory, with an estimated value of 1.5 billion yuan [3]. - The starting price for the second auction was set at 860 million yuan, down from 1.05 billion yuan in the first auction [3]. Group 2: Asset Valuation - The total estimated value of the assets, including real estate and equipment, is approximately 1.535 billion yuan, with the real estate alone valued at about 1.15894 billion yuan [3][5]. - The equipment and spare parts have a market value estimated at around 376 million yuan, significantly lower than the original valuation of 1.474 billion yuan [5][6]. Group 3: Legal and Financial Context - Yao Zhenhua has publicly accused the local court and related parties of colluding to undervalue the assets, claiming the true value is around 8 billion yuan [6][8]. - A group of 33 creditors holding over 60% of the debt (approximately 8 billion yuan) has requested the court to halt the auction and protect their rights [8]. - The company has multiple financial issues, including over 7.6 billion yuan in enforced execution records and outstanding tax debts exceeding 6 million yuan [9].

南都·湾财社记者注意到，举报发布时距观致汽车相关资产二次司法拍卖启动不足24小时。截至1月15日10 时，京东司法拍卖平台显示，该拍卖标的已吸引超两万人围观、796人关注，并有1人完成报名，法拍正在 进行。 南方都市报消息，1月14日，宝能集团董事长、观致汽车实控人姚振华通过"中国宝能"官方微信公众号发 布实名举报视频，向最高人民法院、江苏省高级人民法院举报常熟市相关部门在观致汽车2.7亿元执行案件 中存在违法操作，导致企业核心资产将被低价拍卖。 据评估报告披露，厂区内主要设备设施投建于2013年底，于2021年初停产，至评估现场盘点时，全部设备 处于停产状态。因检测手段限制等原因，相关当事方未对已停产的设备设施在评估基准日的技术参数和性 能做技术检测。评估人员对设备设施的勘察核实仅限于数量和外观。 1月15日，观致汽车核心资产司法二拍当日，南都·湾财社记者就宝能集团董事长姚振华实名举报一事，致 电常熟市人民法院咨询相关情况。工作人员表示，针对姚振华举报法院的相关问题，需统一通过常熟市委 宣传部对外回应。随后，常熟市委宣传部相关工作人员在电话中向记者透露，此事已进入司法程序，宣传 部的对外回应需以法院口径为准 ...

1月14日，宝能集团董事长、观致汽车实控人姚振华通过"中国宝能"官方微信公众号发布实名举报视 频，向最高人民法院、江苏省高级人民法院举报常熟市相关部门在观致汽车2.7亿元执行案件中存在违 法操作，导致企业核心资产将被低价拍卖。 针对当日的二拍进程，该工作人员明确表示拍卖仍正常进行，相关情况可通过公开渠道查询。对于举报 内容本身，工作人员直言"显然是不实的"，但具体哪些内容不实，需依据法律规定的正式口径对外通 报，目前暂无法提供更多细节。 此次事件的核心争议集中在资产估值差异。姚振华方面提供的第三方评估结果显示，观致汽车常熟生产 基地相关资产市场价值约为80亿元，但常熟市人民法院委托的评估报告中，该资产总估值仅为15亿元。 据京东司法拍卖平台公示，此次拍卖标的为"常熟市通达路1号不动产及厂区内设备设施、零配件等财 产"，评估报告由苏州市天元土地房地产评估有限公司出具。 基于15亿元评估价，该资产包于2025年12月31日首次拍卖，起拍价10.5亿元，流拍后迅速定于2026年1 月15日进行二次拍卖，起拍价降至8.6亿元，保证金约1.7亿元。 评估报告给出了具体计价依据与背景说明。报告显示，拍卖标的中工厂土地厂房 ...

1月14日，宝能集团董事长、观致汽车实控人姚振华通过"中国宝能"官方微信公众号发布实名举报视频，向最高人民法院、江苏省高级人民法院举报常熟市 相关部门在观致汽车2.7亿元执行案件中存在违法操作，导致企业核心资产将被低价拍卖。 南都·湾财社记者注意到，举报发布时距观致汽车相关资产二次司法拍卖启动不足24小时。截至1月15日10时，京东司法拍卖平台显示，该拍卖标的已吸引超 两万人围观、796人关注，并有1人完成报名，法拍正在进行。 评估报告给出了具体计价依据与背景说明。报告显示，拍卖标的中工厂土地厂房估值约11.59亿元，设备设施及零配件估值约3.76亿元，合计15.35亿元。其 中设备设施评估净值约3.61亿元，较原值14.74亿元缩水超11亿元。 1月15日，观致汽车核心资产司法二拍当日，南都·湾财社记者就宝能集团董事长姚振华实名举报一事，致电常熟市人民法院咨询相关情况。工作人员表示， 针对姚振华举报法院的相关问题，需统一通过常熟市委宣传部对外回应。随后，常熟市委宣传部相关工作人员在电话中向记者透露，此事已进入司法程序， 宣传部的对外回应需以法院口径为准，目前暂无法提供权威答复。 针对当日的二拍进程，该工作人 ...