智通财经APP讯，赛力斯(09927)发布公告，于2026年1月，汽车产量合计4.62万辆，同比增长104.36%; 汽车销量合计4.59万辆，同比增长104.85%。 ...

赛力斯（601127）(09927)发布公告，于2026年1月，汽车产量合计4.62万辆，同比增长104.36%;汽车销 量合计4.59万辆，同比增长104.85%。 ...

行业研究 证 券 研 究 报 告 汽车 2026 年 02 月 01 日 汽车行业周报（20260126-20260201） 有色波动影响中上游短期议价，继续看好新产 推荐（维持） 业方向 1 月下旬行业折扣环比下降（油车为主）。折扣率 9.5%，同比+0.6PP（1/25），环比-0.1PP （1/10）。折扣金额 21,541 元，同比+1,294 元（1/25），环比-718 元（1/10）。折扣率变 动环比较大的主流品牌：WEY+1.6PP、北京奔驰-1.5PP、上汽通用别克-1.3PP、长安启源 +1.2PP、长安马自达-0.8PP。 12 月乘用车批发、零售销量同比下滑。12 月乘用车批发 285 万辆，同比-8.7%，环比- 6.3%，狭义乘用车批发 283 万辆，同比-8.4%，环比-6.1%；国产乘用车零售 228 万辆， 同比-16.8%，环比+13.7%；乘用车出口销量 64 万辆，同比+50.5%，环比+2.8%；估算库 存变动-7.4 万辆，同比-4 万辆，环比-48 万辆。 截至 2026 年 1 月 30 日， 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）121 ...

本公司2026年1月份產銷數據如下： 單位：輛 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不對因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 Seres Group Co., Ltd. 賽力斯集團股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：9927） 自願公告 2026年1月產銷快報 此乃賽力斯集團股份有限公司（「本公司」）作出的自願公告。 於本公告日期，本公司董事為：(i)執行董事張正萍先生、尹先知先生、申薇女士 及張正源先生；(ii)非執行董事張克邦先生、楊彥鼎先生、李瑋先生及周昌玲先 生；及(iii)獨立非執行董事李開國先生、張國林先生、景旭峰先生、黎明先生及 魏明德先生。 | 產品名稱 | | 產量 | | | | 銷量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 本月同比 | 本年累計 | 累計同比 | 本月 | 本月同比 | 本年累計 | 累計同比 | | 新能源 ...

Major Events - Fenglong Co., Ltd. announced that Yubisheng committed not to inject assets into the company within 36 months after the acquisition, and the company's stock will resume trading on February 2, 2026 [1] - Jiamei Packaging's stock will resume trading on February 2, 2026, after a 408.11% price increase during the suspension period, with expected net profit for 2025 projected to decline by 53.38% to 43.02% year-on-year [2] - Hongbaoli clarified that it does not produce propylene oxide products, and its subsidiary's project has entered the pre-production preparation stage [3] Tax Policy Impact - China Telecom, China Unicom, and China Mobile announced that the VAT rate for certain telecom services will increase from 6% to 9% starting January 1, 2026, which will impact their revenues and profits [4][5][6][7] Investment and Financing - Aoshikang plans to invest 1.82 billion yuan in a high-end printed circuit board project, with a total investment of 1.82 billion yuan expected to enhance product competitiveness [8] - Huada Zhizao intends to acquire 100% equity of two companies for a total price of 365.7 million yuan, aiming to integrate advanced technology platforms [8] - Yanzhou Coal Mining announced the public transfer of 100% equity of its subsidiary at a base price of 670 million yuan, which may significantly impact its 2026 net profit [9] Operational Updates - Tiandi Online confirmed that its operations are normal and there are no undisclosed significant matters, despite a stock price fluctuation exceeding 20% [10] - Hunan Gold reported abnormal stock trading and is in the process of acquiring two companies, pending multiple approvals [11] - ST United's review of its acquisition proposal has been suspended due to outdated financial documents [12][13] - Fushikong's actual controller has been placed under detention, but the company's operations remain normal [14] Performance Reports - Leshan Electric Power reported a 6.24% increase in revenue for 2025, with net profit growing by 3.68% [15] - Sairisi's January car sales reached 45,900 units, a year-on-year increase of 104.85% [16] Contracts and Agreements - Jerry Holdings signed a contract worth approximately 1.82 billion yuan for gas turbine generator sets for a data center [17] - Fulongma pre-won four sanitation service projects in January, with a total first-year service fee of 83.54 million yuan [18] Share Buybacks - GoerTek increased its share buyback fund to between 1 billion and 1.5 billion yuan, having already repurchased shares worth 950 million yuan [19] - Quzhou Dongfeng's controlling shareholder proposed a share buyback of 50 million to 100 million yuan for employee stock ownership plans [20]

Core Insights - The core viewpoint of the articles highlights the impressive growth of Seres' electric vehicle brand, AITO Wenjie, which achieved significant sales milestones and set new records in the Chinese electric vehicle market [1][3]. Group 1: Sales Performance - In January 2026, Seres reported a total of 43,034 electric vehicles sold, marking a year-on-year increase of 140.33% [1] - AITO Wenjie brand delivered 40,016 new vehicles in January, reflecting an 83% year-on-year growth [1] - The brand celebrated the production of its one-millionth vehicle in January, setting a new record for delivery speed in the Chinese electric vehicle market [1] Group 2: Innovative Business Model - AITO Wenjie's rapid growth is attributed to a pioneering cross-industry integration model initiated in 2021 through collaboration with Huawei, focusing on technology development, product definition, brand building, and channel synergy [3] - The product lineup, including models M5, M7, M8, and M9, covers a price range of 200,000 to 600,000 yuan, gaining the trust of one million users within 46 months [3] Group 3: Product Quality and Brand Reputation - AITO Wenjie ranked first in the 2025 annual electric vehicle product quality list, with models M9, M8, and M7 occupying the top three spots in the mid-to-large SUV category [5] - The brand achieved the highest Net Promoter Score (NPS) in the 2025 second half study on electric vehicle brand health, with M9 and M8 securing the top two positions in the overall model NPS ranking [5] - AITO Wenjie's explosive growth has positively impacted Seres' profitability, demonstrating a sustainable high-quality growth path through strategic commitment, innovative business models, and core technological breakthroughs [5]

Core Viewpoint - The company, Seres (601127.SH), reported a significant increase in automobile sales for January 2026, with total sales reaching 45,900 units, representing a year-on-year growth of 104.85%. Notably, sales of new energy vehicles accounted for 43,000 units, marking a remarkable year-on-year increase of 140.33% [1] Group 1 - The total automobile sales for January 2026 reached 45,900 units, reflecting a year-on-year growth of 104.85% [1] - New energy vehicle sales amounted to 43,000 units, which is a year-on-year increase of 140.33% [1]

2026年1月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 赛力斯集团股份有限公司2026年1月份产销数据如下： 证券代码：601127 证券简称：赛力斯 公告编号：2026-004 赛力斯集团股份有限公司 特此公告。 注：本表为产销快报数据，最终数据以2026年审计数据为准。 赛力斯集团股份有限公司董事会 2026 年 2 月 2 日 单位：辆 产品名称 产量 销量 本月 本月同比 本年累计 累计同比 本月 本月同比 本年累计 累计同比 新能源汽车 44,098 121.72% 44,098 121.72% 43,034 140.33% 43,034 140.33% 其中：赛力斯汽车 40,296 130.09% 40,296 130.09% 40,012 143.50% 40,012 143.50% 其他车型 2,135 -21.91% 2,135 -21.91% 2,914 -35.59% 2,914 -35.59% 合计 46,233 104.36% 46,233 104.36% 45,948 104.8 ...

Group 1 - The core point of the article is that Seres (601127.SH) announced a significant increase in its electric vehicle sales for January 2026, with a total of 43,034 units sold, representing a year-on-year growth of 140.33% [1] - The sales of Seres automobiles specifically reached 40,012 units, showing a year-on-year increase of 143.50% [1] - Overall, the company's total sales amounted to 45,948 units, which is a year-on-year growth of 104.85% [1]

Core Viewpoint - The company reported significant growth in its electric vehicle sales for January 2026, indicating a strong performance in the market [1] Group 1: Sales Performance - The company announced that its total electric vehicle sales reached 43,034 units in January 2026, representing a year-on-year increase of 140.33% [1] - The sales of the company's own brand vehicles amounted to 40,012 units, showing a year-on-year growth of 143.50% [1] - Overall, the company's combined sales reached 45,948 units, reflecting a year-on-year increase of 104.85% [1]