Core Viewpoint - Changan Automobile has officially launched its global sodium battery strategy and unveiled the world's first mass-produced passenger vehicle powered by sodium batteries in Yakeshi, in collaboration with CATL [1] Group 1: Company Developments - Changan Automobile's brands, including Avita, Deep Blue, Qiyuan, and Inertia, will all feature CATL's new sodium batteries in the future [1] - The sodium battery cells developed by CATL have a maximum energy density of 175Wh/kg, enabling pure electric range upgrades to 500km or even 600km, and hybrid range improvements to over 300km or even 400km [1] Group 2: Industry Infrastructure - By 2026, CATL plans to establish over 3,000 chocolate battery swap stations across more than 140 cities nationwide [1]

【#长安汽车遭销量市值双重压力# ，#长安汽车启动最高20亿元回购计划#】继多家车企于本月首日披 露1月战绩后，新央企长安汽车（000625.SZ）的销量数据也终于揭开谜底。 2月4日晚间，长安汽车（000625.SZ）连发两份关键公告：一份显示公司2026年1月销量13.47万辆，同 比大幅下滑超过50%；另一份则宣布，公司正在筹划不低于10亿元且不超过20亿元的回购计划，旨 在"减少公司注册资本"。 就在几天前的2月2日，长安汽车股价最低探底至11元/股，创下近年新低，公司市值不足1100亿元。 经国务院批准，中国长安汽车于2025年7月27日注册成立。7月28日开盘后，当日在A股市场的收盘价为 13.42元，涨幅为3.24%。Wind数据显示，截至自新央企成立以来，公司股价已下跌13.69%，市值站在 千亿关口。 最新的销量数据显示，2026年1月，长安汽车销量134701辆，同比大幅下滑51.14%，其中自主品牌销量 100110辆，同比下降58.46%；新能源汽车销量36621辆，同比下降45.74%。 ...

Core Insights - Changan Automobile achieved global deliveries of 170,831 vehicles in January 2026, demonstrating resilience in both classic and new energy product lines despite a traditionally slow season and internal adjustments [1][3][16] Group 1: Sales Performance - The Changan CS75 series, a flagship model, sold 17,822 units in January, marking an 11.6% month-on-month increase and surpassing 3 million cumulative sales, joining the "three million club" among domestic SUV brands [5] - The Changan Eado series sold 14,760 units in January, maintaining over 10,000 monthly sales for 11 consecutive months and becoming the top-selling domestic fuel sedan in 2025 [5] Group 2: New Energy Growth - The Deep Blue brand showcased strong performance with the Deep Blue S05 surpassing 170,000 cumulative sales, remaining a member of the "10,000 monthly sales club" [7] - The Changan Qiyuan brand delivered 14,759 units in January, with the AQ series seeing a significant year-on-year increase of 35.2% [7] - The Qiyuan A06 model quickly exceeded 21,460 cumulative deliveries, setting a record for the fastest delivery of a state-owned enterprise's new energy mid-size sedan [7] Group 3: Strategic Initiatives - Changan is advancing its "Shangri-La" plan for new energy, establishing a matrix of three global smart new energy brands: Avita, Deep Blue, and Changan Qiyuan, with solid-state batteries expected to enter vehicle verification by Q3 2026 [9] - The "Beidou Tianshu" plan for smart technology is being implemented, featuring a leading central network SDA platform and the launch of the "New Changan New Safety" brand, which emphasizes comprehensive safety [11] - The "Haina Baichuan" plan for global expansion has seen Changan's products sold in 117 countries, with 41 models launched and 19 overseas KD projects completed [14] Group 4: Future Outlook - 2026 is designated as the first year of the "14th Five-Year Plan," focusing on "steady progress and quality improvement," with a commitment to enhancing core competitiveness through systematic actions [16] - Changan aims to transform into a smart low-carbon mobility technology company, striving to become a world-class automotive brand driven by innovation and safety [16]

2026.02. 05 本文字数：1854，阅读时长大约4分钟 作者 | 第一财 经 祝嫣然 2025年，机械工业规模以上企业增加值同比增长8.2%，增速高于全国工业和制造业2.3和1.8个百分点。实现营业收入33.2万亿元，总量创新高。实现 利润总额1.7万亿元，增速由上年的下降转为增长，同比增长5.9%。 2月5日，中国机械工业联合会召开2025年全年机械工业经济运行形势信息发布会，发布了上述数据。 中国机械工业联合会副会长叶定达在发布会上表示，2025年机械工业经济运行呈高位趋缓、稳中有进态势，行业表现出向新、向优的特点。今年支撑行 业高质量发展的有利条件也在不断积累和增多，预计行业全年主要指标增速在5.5%左右。 2025年，机械工业规模以上企业实现营业收入33.2万亿元，总量创新高，同比增长6.0%，增速高于全国工业4.9个百分点；实现利润总额1.7万亿元， 增速由上年的下降转为增长，同比增长5.9%，增速较全国工业高5.3个百分点。营业收入和利润总额占全国工业的比重分别为23.9%和23.1%，较上年 同期分别提升1.1和1.2个百分点。 不过，叶定达谈到，受供需结构性矛盾影响、市场竞争激烈，机械 ...

搭载宁德时代钠新电池的这款车，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3 倍，-40℃极寒下容量保持率超90%，甚至在-50℃的极端环境下还能稳定放电。 根据实测数据，宁德时代钠电池搭配其第三代CTP系统成组技术，纯电续航可达400km以上，再通过宁 德时代BMS智能管理策略的精准控制，可以实现"表显即所得"，而电芯的最高能量密度达175Wh/kg， 也是行业最高水平。未来随着钠电产业链的高速发展，纯电续航可以升级到500km甚至600km、增混续 航突破300km甚至400km，这可以覆盖新能源市场上50%以上的续航需求。 2月5日，长安汽车携手宁德时代举办发布会，长安汽车发布全球钠电战略，全球首款钠电量产乘用车也 正式亮相。同时，长安汽车旗下阿维塔、深蓝、启源、引力等多品牌，未来都将搭载宁德时代钠新电 池。 （文章来源：新京报） ...

新京报贝壳财经讯(记者林子)2月5日，长安汽车（000625）携手宁德时代（300750）举办发布会，长安 汽车发布全球钠电战略，全球首款钠电量产乘用车也正式亮相。同时，长安汽车旗下阿维塔、深蓝、启 源、引力等多品牌，未来都将搭载宁德时代钠新电池。 搭载宁德时代钠新电池的这款车，在-30℃条件下，整车放电功率比同电量常规铁锂车型提升近3 倍，-40℃极寒下容量保持率超90%，甚至在-50℃的极端环境下还能稳定放电。 根据实测数据，宁德时代钠电池搭配其第三代CTP系统成组技术，纯电续航可达400km以上，再通过宁 德时代BMS智能管理策略的精准控制，可以实现"表显即所得"，而电芯的最高能量密度达175Wh/kg， 也是行业最高水平。未来随着钠电产业链的高速发展，纯电续航可以升级到500km甚至600km、增混续 航突破300km甚至400km，这可以覆盖新能源市场上50%以上的续航需求。 ...

汽车行业的价格战与成本压力正将这家老牌车企推向转型关键点。 继多家车企于本月首日披露1月战绩后，新央企长安汽车（000625.SZ）的销量数据也终于揭开谜底。 2月4日晚间，长安汽车（000625.SZ）连发两份关键公告：一份显示公司2026年1月销量13.47万辆，同比大幅下滑超过50%；另一份则宣布，公司正在筹划不 低于10亿元且不超过20亿元的回购计划，旨在"减少公司注册资本"。 | 产品类别 | 产量(辆) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 累计 | 同比 变动 | 本月 | 去年同期 | | 长安汽车 | 164,576 | 181,212 | -9.18% | 164,576 | 181,212 | -9.18% | 134,701 | 275,700 | | 其中: | | | | | | | | | | 自主品牌 | 131,909 | 142,776 | -7.61% | 131,909 | 142,776 | - ...

Core Insights - Changan Automobile achieved a global delivery of 170,831 vehicles in January 2026, demonstrating resilience in both traditional and new energy vehicle segments despite seasonal market challenges [1][3]. Sales Performance - The Changan CS75 series recorded sales of 17,822 units in January, marking an 11.6% month-on-month increase and surpassing 3 million cumulative sales, establishing it as a leading SUV in the domestic market [3][4]. - The Changan Eado series sold 14,760 units in January, maintaining over 10,000 monthly sales for 11 consecutive months and becoming the top-selling domestic fuel sedan in 2025 [4]. New Energy Growth - The Deep Blue brand showcased strong performance with the Deep Blue S05 surpassing 170,000 cumulative sales, consistently selling over 10,000 units monthly [4]. - The Changan Qiyuan brand delivered 14,759 units in January, with the AQ series seeing a significant year-on-year increase of 35.2% [4]. - The Qiyuan A06 model quickly exceeded 21,460 units in cumulative deliveries, setting a record for the fastest delivery of a new energy mid-size sedan from a state-owned enterprise [4]. Strategic Initiatives - Changan is advancing its "Shangri-La" plan for new energy, establishing a matrix of three global smart new energy brands: Avita, Deep Blue, and Changan Qiyuan [5]. - The company is implementing the "Beidou Tianshu" plan for smart technology, launching a leading central network SDA platform and achieving the first L3 level autonomous driving license in China [5]. - Changan's global expansion plan has seen its products sold in 117 countries, with 41 models launched and 19 overseas KD projects completed [5]. Future Outlook - 2026 is designated as the first year of the "14th Five-Year Plan," focusing on "stability and progress, quality improvement, and efficiency enhancement" [6]. - Changan aims to enhance core competitiveness through systematic actions centered on "creating global flagship products" and "forging extreme technology" [6]. - The company is transitioning towards becoming a world-class automotive brand with a focus on innovation, safety, and global vision [6].

新年将近，归乡的脚步愈发急切，而一抹熟悉的"长安红" 如约而至，为奔波的旅途注入一缕暖意。 2月2日，长安汽车"温暖回家路・长安暖心驿站" 第五站于重庆北站南广场汽车站温情启幕，在继郑州、广 州、上海、北京四城温暖接力后，长安汽车将这份陪伴带回山城重庆，在离家最近的地方，为返乡旅客送上最踏 实的问候。 活动现场，长安暖心驿站内热气蒸腾的茶水、舒适的休憩区、亲切的乡音交流织成一片暖意，工作人员周到 的服务与真诚的笑容，不仅化解着旅途的劳顿，更让奔波在这条团圆路上的旅客，感受到重庆的热情与暖意。 从郑州、广州、上海、北京到重庆，长安汽车"温暖回家路·长安暖心驿站"沿着2026年春运轨迹，完成了一场 跨越五城的温暖接力，每一站，都是对团圆旅程的全程守护；每一程，都有长安如影随形的温暖陪伴。随着重庆 站活动的正式启动，2026年长安汽车"温暖回家路·长安暖心驿站"的温暖接力也已驶入最后一段温馨旅程。 这份七年的一路相伴温暖，早已成为春运途中一道温暖的风景线，作为国内汽车品牌的引领者，未来，长安 汽车将继续秉持"科技长安，温暖相伴"的信念，除了深耕技术，不断推出符合大家需求的产品之外，持续传递关 怀、守护团圆，让温暖陪 ...

Group 1 - The core viewpoint of the news is that Changan Automobile has reported a significant decline in both production and sales for January compared to the same period last year, with total sales down by 51.14% and total production down by 9.18% [3] Group 2 - In January, Changan's total production was 164,576 vehicles, a decrease of 9.18% from 181,212 vehicles in the same month last year [3] - The total sales for January were 134,701 vehicles, which represents a 51.14% decline from 275,700 vehicles in January of the previous year [3] - The production of Changan's self-owned brand vehicles in January was 131,909 units, down 7.61% from 142,776 units year-on-year [1] - The sales of self-owned brand vehicles in January were 100,110 units, reflecting a significant drop of 58.46% compared to 240,972 units in the same month last year [1] - In the new energy vehicle segment, production reached 53,098 units, marking a 13.28% increase from 46,874 units year-on-year [2] - However, sales of new energy vehicles fell to 36,621 units, a decrease of 45.74% from 67,487 units in January of the previous year [2] - The company disclosed that overseas sales in January 2026 amounted to 43,628 units [2]