随着春节假期临近，各地返乡流与旅游流叠加，新能源汽车出行需求呈爆发式增长。作为关键节点之一 的充电服务压力陡增，对保障响应速度与服务品质提出了更高要求。 2月13日，蔚来、极氪、理想等多个新能源汽车品牌工作人员向《证券日报》记者表示："这个春节，公 司不打烊，24小时道路救援已就位。" 据交通运输部发布的信息，新能源汽车的充电保障备受关注，也是近几年节假日、春运交通运输服务保 障的重点。截至2025年底，全国高速公路服务区已建成电动汽车充电枪7.15万个，其中2025年新增2万 个，高速公路服务区充电服务保障能力有了明显提升。 面对春节电动出行高峰，各家新能源汽车公司纷纷打响"续航保卫战"——加速充电网络布局、升级服务 保障，用技术与服务缓解车主长途补能焦虑。 2月10日，小米集团创始人、董事长兼CEO雷军透露，小米汽车2026年春节假期出行暖心服务已就位， 即日起至3月3日(元宵节)，小米汽车支持所有车主24小时免费道路救援。 同日，理想汽车宣布，第4000座理想5C超充站——京哈高速凌海服务区站正式上线。目前，理想汽车 已建成拥有22173根超充枪的自建超充网络，覆盖全国31个省份、289个城市。其中，全 ...

2月6日上午，北京迎来入冬又一轮寒潮，朝阳区著名的蓝色港湾商圈里，冷风灌进连廊，稀少的行人快步穿行。 蔚来乐道门店的春节布置已经就位，烘托出喜庆的氛围。大众ID展厅里蓝光流转，与大屏幕播放的海洋画面一同展现了电动车的科技环保。长安旗 下阿维塔和深蓝两大品牌则将展示店进行了打通，两组客户正在销售人员陪同下看车。 推开极氪中心店的大门，一楼展车错落有致，二楼饮品吧飘出咖啡香。身兼零售顾问和极氪伙伴双重身份的王泽正和同事们围坐在一起梳理和跟进销 售线索——他加入这个新能源汽车品牌已满一年。 那天她带着父母和哥哥，直奔007GT展车，显然不是第一次看车。王泽陪着讲解，发现四个人关注点完全不同。 "客户本人关注的是智驾水平和座椅按摩，父亲和母亲反复问各种安全功能，哥哥全程则更在意车机系统的表现，还问我后续能不能升级扩展。"王泽 笑了，"我这哪是在跟一个人沟通，是在应对一个家庭的需求。" 随后的一天清晨，门店刚开门营业，王泽就见到了来"堵门"交定金的这位客户。期间，她选了颜色，又拿不准。"我跟家里人再商量下。"客户拿起手 机拨通电话与家人做最后的确认。 01 "我不报底价，我帮你选车" 2024年11月之前，王泽在某传统 ...

业内人士指出，中国新能源汽车在取得技术进步与市场口碑的同时，仍需在全环境适应性与长途可靠性 上提供更有力的实证。极氪8X此次实测，正是将竞争维度从参数配置转向真实场景能力的关键跨越， 以硬核表现诠释大国智造的技术底气。 作为高性能旗舰SUV，极氪8X基于浩瀚-S超级电混架构打造，搭载2.0T电混专用发动机与三电机兆瓦级 电驱技术，采用全栈900V高压架构，以提升在高原、高寒等复杂地形下的动力性能与能源管理能力。 此外，车辆还配备了浩瀚AI数字底盘，负责协调各系统响应，以应对多变路况，旨在兼顾行驶平稳性 与舒适性，缓解新能源车型在长途穿越中常见的续航焦虑、高速再加速乏力及多路况不平稳等问题。 值得注意的是，北美职业车手、美国慈善汽车组织Purist创始人SeanLee也将参与此次测试。他的加入为 项目带来了专业评估视角。 本次测试路线覆盖沙漠、高原、雪原、雨林等多种地形，途经冬季极寒地区及丙察察等非铺装路段，全 程温差逾60摄氏度，海拔落差达5000米以上。极氪选择这一极端路线，旨在真实复杂路况下检验车辆表 现，全面考核其在极端环境中的动力、续航、底盘及三电系统的持续可靠性。 近日，极氪品牌宣布启动"远征·答卷 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [71]. Core Insights - The main contradiction in C-end automotive intelligence has shifted from coverage to experience optimization, with major intelligent driving manufacturers achieving urban NOA experiences in complex scenarios such as roundabouts and U-turns, and enhancing advanced features like parking and ETC passage. Future optimization will focus on handling corner cases to improve the driving experience for passengers and safety personnel [2][66]. - Compared to 2025, all major manufacturers have improved their intelligent driving capabilities in Q1 2026, with third-party suppliers also showing excellent implementation results [2][66]. - The report evaluates the intelligent driving experiences of six manufacturers, including Horizon, Ideal, Qianli Zhijia, Lightyear, WeRide, and Xiaopeng, through both large-sample and small-sample road tests, focusing on scene implementation, takeover frequency, and comfort [2][66]. Summary by Sections Road Test Overview - The report includes two types of road tests: large-sample centralized road tests and small-sample deep road tests, each with distinct advantages and limitations [6][7]. - The large-sample test involved over 30 participants and standardized routes, while the small-sample test used consistent evaluators and longer durations for a more in-depth experience [7][8]. Intelligent Driving Models Tested - The models tested in February 2026 included: - Xingtou ET5 - Ideal i6 - Geely 9X - Ideal L6 Pro - Xingtou Star Era ES - Xiaopeng X9 [8][10]. Performance Metrics - Key performance metrics evaluated include overall evaluation, takeover frequency, stability performance, and efficiency in various driving scenarios such as roundabouts and U-turns [23][41]. - The report provides detailed performance scores for each model, indicating their ability to handle complex driving situations and overall driving smoothness [41][46][50][56][61][62]. Manufacturer Insights - Horizon's HSD achieved an average score of 4.55 with a total takeover frequency of 0.16, demonstrating excellent handling of road test scenarios [41]. - Ideal's AD Max scored 3.51 with an average takeover frequency of 1.86, showcasing strong performance in stability and handling [46]. - Qianli's G-ASD scored 3.05 with a takeover frequency of 2.60, indicating good performance in complex scenarios [50]. - Lightyear's AD Pro scored 2.89 with a takeover frequency of 2.75, performing well in roundabout scenarios [56]. - WeRide's E2E scored 3.84 with a low takeover frequency of 0.70, indicating strong performance in efficiency [61]. - Xiaopeng's XNGP scored 3.64 with a takeover frequency of 1.20, showing good stability and efficiency [62].

Core Viewpoint - The article discusses the impact of malicious public relations and online water army attacks on the automotive industry, particularly focusing on Li Auto's MEGA model and the broader implications for the industry as a whole [1][2][18]. Group 1: Li Auto's MEGA Launch and Negative Publicity - Li Auto's first pure electric model, MEGA, launched in March 2024, did not meet initial sales expectations of 8,000 units per month due to negative publicity and malicious interpretations circulating on social media [1][2]. - The negative sentiment was exacerbated by a coordinated attack involving altered promotional content and derogatory associations with the vehicle, leading to a loss of at least 10 confirmed orders from customers who had previously made deposits [1][2][18]. - The severity of the situation prompted Li Auto to conduct internal research to assess the impact of these negative narratives on consumer perception and order changes [1][2]. Group 2: Investigation and Industry Context - In April 2024, police in Hebei launched an investigation into the "black public relations" incident related to Li Auto MEGA, uncovering involvement from at least four other automotive companies and their agencies [2][4]. - Li Auto's CEO, Li Xiang, described the incident as one of the largest smear campaigns in automotive history, reflecting a troubling trend within the Chinese automotive industry over the past few years [2][4]. Group 3: Organized Attacks and Industry Response - A police operation in December 2025 dismantled a network responsible for spreading negative information about electric vehicles, involving multiple companies, including Xiaomi and Li Auto [4]. - Li Auto identified a pattern of coordinated attacks characterized by the use of multiple accounts to disseminate false information, particularly during new product launches, which is a common tactic in the industry [6][11]. - The company reported that negative comments about the Li i8 model reached 30% of total comments during its pre-launch period, significantly higher than the typical rate for new automotive products [6][7]. Group 4: Financial Impact and Strategic Adjustments - The negative publicity surrounding the MEGA model led to a market value loss of over 180 billion yuan within just ten days of its launch, with ongoing discussions about its design continuing to affect the brand's long-term value perception [18]. - As a result of the backlash, Li Auto had to invest approximately 2 billion yuan to redesign its product line, indicating the substantial financial implications of the negative publicity [18]. Group 5: Broader Industry Implications - The phenomenon of black public relations and online water army attacks has become a widespread issue in the automotive sector, affecting various companies, including NIO and Leado, which have also faced similar challenges [11][12]. - The rise of social media and the competitive landscape has intensified the focus on "traffic" as a critical element for automotive companies, inadvertently providing fertile ground for malicious activities [24][25][26]. - The interconnectedness of traffic, sales, and corporate image has created a challenging environment where the growth of online engagement can lead to increased vulnerability to smear campaigns, complicating the relationship between brand reputation and market performance [26].

该测试难度较高，极氪8X所搭载的多项技术将为其穿越提供基础保障。官方资料显示，极氪8X综合续 航有望超过1400公里，基于浩瀚-S超级电混架构打造，预计搭载2.0T电混专用发动机与三电机兆瓦级电 驱技术，采用全栈900V高压架构，在高原高寒等地形提供全面的动力性能、能源管理能力。同时，其 搭载浩瀚AI数字底盘负责协同各系统，应对复杂路面的挑战，以兼顾极致的平稳和舒适为目标，可系 统性解决新能源车在长途穿越中面临的续航焦虑、高速再加速乏力，多路况不平稳等痛点。 值得注意的是，北美职业车手、美国慈善汽车组织Purist创始人Sean Lee也将参与此次测试。他的加入 为项目带来了专业评估视角，其"寻找新公路之王"的期待，亦体现出极氪8X比肩全球高性能车型的技 术实力。 据了解，极氪8X预计将于今年上半年正式发布，而此次路测结果也或将于彼时揭晓。极氪8X能否在漫 长征途中交出满意答卷，重新定义"公路之王"，答案正写在车轮碾过的三万里国境线上。 （文章来源：南方都市报） 近日，极氪品牌宣布启动"远征·答卷"计划，旗下新车极氪8X展开了一次跨越30000公里的环中国边境线 实际道路测试。 据了解，该测试将沿G331、G ...

在中国新能源汽车行业从高速扩张向精细化运营转型的当下，车企如何保障用户权益，正成为新能源汽 车行业高质量发展的关键。 动力电池作为新能源汽车的核心部件，其品质直接关乎行车安全与用户的用车体验。此次极氪的主动召 回，值得关注的并非召回行为本身，而是其背后的数据驱动型安全管理逻辑。 智能网联技术让车企能对存量车辆实现全域数据可追溯，从而精准识别潜在风险，而这一切的落脚点， 是用户权益。极氪召回延续三电质保等核心用户权益，践行着"用户是企业生存根本"的行业逻辑。 与传统车企被动应对质量问题不同，极氪依托24小时全天候的云端监测与诊断系统，通过长期动态的三 电系统数据跟踪，提前发现了动力电池因内部部件制造一致性导致的内阻异常问题，实现了从"事后补 救"到"事前预防"的转变。这种基于智能网联技术的预测性维护，让召回变得更精准。 根据计划，极氪售后团队将依据云端诊断结果，采取分批次邀约到店的方式，为尚未更换动力电池的车 辆免费更换动力电池，车辆原有的三电系统终身质保等核心用户权益将完整延续。在完成远程诊断或更 换前，所有涉及车辆均可正常使用，并将受到云端监测系统的24小时安全监护。 极氪这一做法并非个例，而是行业发展的必 ...

据韩联社2月8日报道，韩国土交通部8日公布汽车注册统计数据显示，2025年韩国五大整车厂商在韩国 国内市场总销量达137.32万辆，其中混合动力车销量为41.59万辆，占比达30.3%，创历史新高。 近年来混合动力车市场呈逐年增长态势，2021年至2024年依次为10.4%、13.2%、19.5%和26.5%。主要 是因为电动化转型速度低于预期，混合动力车则成为一种受欢迎的替代方案，它可以让用户体验到电动 车的许多优点，而无需承担充电基础设施的负担。汽车行业预测今年混合动力车市场将进一步扩大。在 进口车市场，宝马、奔驰等全球知名品牌，以及比亚迪（002594）、极氪等中国品牌正以高效率与性价 比为优势，持续强化对韩国市场的布局。 ...

Core Viewpoint - The recent recalls by NIO and Zeekr highlight the increasing regulatory scrutiny in the Chinese automotive industry, particularly regarding software issues and the management of older vehicle models [2][5][6] Group 1: NIO's Recall - NIO is recalling 246,200 ES8, ES6, and EC6 electric vehicles produced between March 16, 2018, and January 16, 2023, due to software issues that may cause temporary blackouts of the instrument panel and central control screen, posing safety risks [1] - The recall represents approximately 85% of NIO's total sales of 289,300 vehicles from 2018 to 2022 [1] - The recall is initiated under regulatory intervention, indicating a shift towards stricter oversight of OTA upgrades and vehicle safety management [2] Group 2: Zeekr's Recall - Zeekr is recalling 38,300 units of specific Zeekr 001 WE models produced between July 8, 2021, and March 18, 2024, due to potential safety hazards related to battery performance [1][3] - The recall follows a settlement between battery supplier Aisin Wanda and Geely's subsidiary, which involved a significant reduction in the compensation amount from 2.314 billion yuan to 608 million yuan [3] - Zeekr will conduct inspections and provide free battery replacements for affected vehicles, ensuring that the original warranty policies remain intact [3][4] Group 3: Industry Trends - The recalls reflect a new trend in the Chinese automotive industry where recalls are increasingly viewed as a measure of compliance and quality governance rather than merely a crisis response [4][5] - Regulatory tightening has led to a significant decrease in the number of OTA upgrades, with a reported reduction in upgrade frequency as companies reassess their compliance processes [5] - In 2024, 92% of recalls in China were initiated by companies voluntarily, marking a 37 percentage point increase since 2020, indicating a proactive approach to risk management and responsibility [5][6]

【华创汽车】26M2新势力折扣相对稳定，少量车型环比放大 1特斯拉：低折扣+2月放大，近半年折扣0-8k、折扣率0-3.4%，2月Model 3恢复8k保险补贴。 2小鹏：中折扣+2月放大，近半年折扣0-1.7w、折扣率0-6.8%，2月MONA新增5k购置税补贴。 3理想：高折扣+2月不变，近半年折扣0-4.5w、折扣率0-13.3%，2月折扣不变。 4极氪：高折扣+2月放大，近半年折扣0-2.7w、折扣率0-12.9%，2月007 GT新增1w保险补贴。 【华创汽车】26M2新势力折扣相对稳定，少量车型环比放大 1特斯拉：低折扣+2月放大，近半年折扣0-8k、折扣率0-3.4%，2月Model 3恢复8k保险补贴。 2小鹏：中折扣+2月放大，近半年折扣0-1.7w、折扣率0-6.8%，2月MONA新增5k购置税补贴。 3理想：高折扣+2月不变，近半年折扣0-4.5w、折扣率0-13 8智己：中折扣+2月不变，近半年折扣8k-1.5w、折扣率2.7-8.2%，2月折扣不变。 9蔚来：蔚来无固定折扣、乐道无折扣，萤火虫折扣2k、折扣率1.7%，2月折扣不变。 注1：资料来源杰兰路，月度统计时间为上月中旬至本月 ...