2月2日，鸿蒙智行宣布，其充电网络再获扩充，目前全国充电场站数量已突破16万，充电枪数量突破160万。 在覆盖范围上，鸿蒙智行充电服务已覆盖超350座城市、超2700个县市以及超5000座高速服务区，真正实现城区10分钟可达、高速20分钟可达，彻底解决 用户出行补能焦虑。 覆盖广泛 快充站12万+，超充站 7,000+ 1秒1公里 智能推荐 根据行驶路径及停车位置智能推荐充电站 智能充电 即插即充，扫码充电 全自动充电 (智能充电机器人) 350+城市，2,700+县市，5,000+高速服务区 城区10分钟可达，高速20分钟可达 充电快速 积分充电 2积分充电，1公里续航 责任编辑：李昂 2月2日，鸿蒙智行宣布，其充电网络再获扩充，目前全国充电场站数量已突破16万，充电枪数量突破160万。 在覆盖范围上，鸿蒙智行充电服务已覆盖超350座城市、超2700个县市以及超5000座高速服务区，真正实现城区10分钟可达、高速20分钟可达，彻底解决 用户出行补能焦虑。 城区高速全覆盖，补能无忧： 全国场站数突破 充电枪数突破 160万+ 16万+ 覆盖广泛 350+城市，2,700+县市，5,000+高速服务区 城区10 ...

2月2日，2026年开年造车新势力交付成绩单已陆续揭晓。作为车市淡季，新势力交付量环比全线下滑，部分品牌跌幅超40%，但同比表现两 极分化。其中，鸿蒙智行以57915辆的成绩稳居榜首，小米、零跑、蔚来、极氪实现高增长，理想、小鹏则同比下滑，行业格局生变。 业内人士指出，2026年，车企技术与生态的竞争将成为新核心。头部车企要警惕用户需求的变化，及时调整产品配置与营销策略，避免因产 品脱离用户需求而出现销量下滑；腰部车企则可在细分市场发力，通过聚焦优势资源提升市场份额。 分化态势加剧 2月1日起，国内造车新势力陆续公布2026年1月交付成绩单。作为车市传统淡季，叠加政策补贴退坡等多重因素影响，1月车市整体呈现"环 比普降、同比分化"特征，新势力阵营格局生变。 在此背景下，新势力车企交付量普遍出现环比下滑，但同比表现呈现明显分化。已公布数据的近10家新势力车企中，有3家环比跌幅超 40%、3家跌幅超30%。其中，鸿蒙智行、小米汽车、零跑汽车稳居交付量前三，蔚来、极氪同比增幅接近翻倍，而理想汽车、小鹏汽车则 面临同比下滑的转型挑战。 具体来看，鸿蒙智行以近5.8万辆交付量断层领跑，同比大幅增长65.6%，环比则下降 ...

Core Insights - The delivery performance of new car manufacturers in January 2026 showed a significant decline in month-on-month figures, with some brands experiencing drops exceeding 40%, while year-on-year results displayed a stark divergence among companies [2][3] - The competition in the automotive industry is shifting towards technology and ecosystem advantages, necessitating adjustments in product offerings and marketing strategies to meet changing consumer demands [2][8] Delivery Performance - In January 2026, the overall delivery volume for new car manufacturers decreased, with three companies reporting a month-on-month decline of over 40% and three others over 30% [3] - Hongmeng Zhixing led the market with nearly 58,000 deliveries, marking a year-on-year increase of 65.6%, despite a month-on-month drop of 35.4% [3][4] - Xiaomi and Leap Motor also reported strong growth, while NIO and Zeekr saw near doubling in year-on-year figures; however, Li Auto and Xpeng faced year-on-year declines [2][3] Market Trends - The automotive market is experiencing a "financial war" as companies introduce low-interest financing options to stimulate sales, with Tesla and Xiaomi leading the charge with attractive financing plans [5][6] - The long-term growth trajectory for the electric vehicle market remains positive, with projections indicating that sales in China could reach 19 million units in 2026, representing a year-on-year growth of 15.2% [7] Competitive Landscape - The competitive focus is shifting from price competition to value competition, driven by changes in government policies that encourage technological upgrades and quality consumption [7][8] - Key trends identified for 2026 include a shift towards value competition, accelerated market differentiation, and a focus on intelligent driving, smart cabins, and new battery technologies as critical areas for differentiation [7][8]

Core Insights - The new energy vehicle market in China is experiencing a mixed performance, with some companies showing year-on-year growth while facing month-on-month declines [1][2][3] - The sales data for January indicates a challenging start to the year, influenced by structural adjustments and consumer sentiment [2][4] Group 1: Sales Performance - BYD reported January sales of 210,051 units, a year-on-year decline of 30.11% [1] - Hongmeng Zhixing achieved 57,915 deliveries in January, marking a year-on-year increase of 65.6% and becoming the only new force to exceed 50,000 monthly sales [1] - NIO delivered 27,182 vehicles in January, a significant year-on-year increase of 96.1% [1] - Li Auto faced substantial pressure with declines in both year-on-year and month-on-month sales [1][3] - Xiaomi's performance was notable, with a strong delivery figure in January, and plans for new models launching in April [1][2] Group 2: Market Trends - The overall retail volume of passenger vehicles in China from January 1-18 saw a year-on-year decline of 28% and a month-on-month drop of 37% [2] - The new energy vehicle market also faced challenges, with a year-on-year decline of 16% and a month-on-month drop of 52% [2] - The end of the vehicle purchase tax exemption policy by the end of 2025 and the impact of year-end promotions have led to a demand recovery phase in early 2026 [2] Group 3: Strategic Adjustments - Companies are shifting from price wars to innovative financing solutions, with Tesla leading the way by introducing long-term low-interest financing options [7] - Xiaomi, Li Auto, and NIO have followed suit with similar financing plans, aiming to attract consumers without direct price cuts [7] - Li Auto is also exploring deeper strategic adjustments, including potential entry into the AI and humanoid robot sectors [7] Group 4: Future Outlook - The overall sales targets for major automakers in 2026 are ambitious, with a combined target of at least 24.55 million units, representing 71.37% of last year's total sales [6] - Analysts predict a growth rate of around 10% for new energy vehicle retail volumes in 2026, despite current market challenges [6][8] - The competition among automakers is expected to shift towards new model launches and enhancing user experience in the second quarter of 2026 [8]

Core Insights - The domestic new energy vehicle market experienced a significant decline in January 2026, with all nine major manufacturers reporting a month-on-month drop in deliveries averaging 38%, with the highest decline exceeding 47% [1][2] - However, year-on-year performance showed a stark contrast, with leading brands like Zeekr and NIO nearly doubling their deliveries, while brands like Xpeng and Li Auto faced declines of 34.1% and 7.6% respectively, highlighting a widening gap between top and smaller brands [1][2] Group 1: Market Performance - The nine major manufacturers saw month-on-month delivery declines ranging from 21.2% to 47.0%, indicating market volatility due to policy adjustments and changes in consumer behavior [2][5] - Leading brand Homologous Intelligence maintained the highest delivery volume at 57,915 units, despite a 35.4% month-on-month decline, showcasing a year-on-year growth of 65.6% [2][3] - Xiaomi's deliveries exceeded 39,000 units, with a month-on-month drop of 22.3% but a year-on-year surge of 70%, indicating strong market acceptance [2][3] Group 2: Brand-Specific Insights - NIO and Zeekr emerged as the "dual engines" of year-on-year growth, both exceeding 95% growth, with NIO delivering 27,182 units (up 96.1% year-on-year) and Zeekr delivering 23,852 units (up 99.7% year-on-year) [3][4] - Li Auto and Xpeng faced challenges with year-on-year declines, with Li Auto delivering 27,668 units (down 7.6%) and Xpeng delivering 20,011 units (down 34.1%) [4][5] - Leap Motor and Lantu maintained steady growth, with Leap Motor delivering 23,591 units (up 63.9% year-on-year) and Lantu delivering 10,515 units (up 31.3% year-on-year) [4][5] Group 3: Market Dynamics and Future Outlook - The decline in January sales is attributed to short-term factors such as policy changes, seasonal demand fluctuations, and inventory management by dealers, with a forecasted 40% month-on-month drop in national retail sales of new energy vehicles [5][6] - Despite short-term pressures, the long-term growth trajectory for the new energy vehicle industry remains intact, with projections of 19 million units sold in 2026, representing a 15.2% year-on-year increase [6] - The market is expected to stabilize post-policy transition, with new product launches and supportive measures from local governments anticipated to drive recovery in February and March [6]

据鸿蒙智行公众号2月2日消息，鸿蒙智行充电网络再扩充，全国场站数量突破16万，充电枪数突破160 万。 鸿蒙智行充电服务覆盖超350座城市，超2700县市、超5000座高速服务区，城区10分钟可达，高速20分 钟可达。同时，上线超12万座快充站、7000余座超充站，可实现1秒1公里快充。 据鸿蒙智行公众号2月2日消息，鸿蒙智行充电网络再扩充，全国场站数量突破16万，充电枪数突破160 万。 鸿蒙智行充电服务再扩充 责任编辑：王翔 鸿蒙智行充电服务覆盖超350座城市，超2700县市、超5000座高速服务区，城区10分钟可达，高速20分 钟可达。同时，上线超12万座快充站、7000余座超充站，可实现1秒1公里快充。 根据行驶路径及停车位置智能推荐充电站 城区高速全覆盖,补能无忧: 全国场站数突破 充电枪数突破 16万+ 160万+ 覆盖广泛 350+城市, 2,700+县市, 5,000+高速服务区 城区10分钟可达,高速20分钟可达 充电快速 快充站12万+,超充站 7,000+ 1秒1公里 智能推荐 智能充电 即插即充,扫码充电 全自动充电 (智能充电机器人) 责任编辑：王翔 ...

Core Insights - The retail sales of new energy vehicles in China for January 1-18 reached 312,000 units, representing a year-on-year decline of 16% and a month-on-month decline of 52% due to the expiration of the new energy vehicle purchase tax exemption policy and a weak market trend during the New Year holiday [1][27]. Company Performance - BYD sold 210,051 vehicles in January, with overseas sales of passenger cars and pickups reaching 100,009 units, and cumulative sales exceeding 15.3 million units [2][28]. - Xiaomi delivered over 39,000 vehicles in January, with a target of 550,000 electric vehicles for 2026, reflecting a year-on-year growth of over 34% [4][30]. - Leap Motor achieved 32,059 deliveries in January, marking a year-on-year increase of 27% [6][32]. - Li Auto delivered 27,668 new vehicles in January, with a cumulative delivery of 1,567,883 vehicles as of January 31 [8][34]. - NIO delivered 27,182 vehicles in January, showing a significant year-on-year growth of 96.1%, and became the fourth Chinese "new force" car manufacturer to reach cumulative deliveries of 1 million vehicles [11][37]. - Zeekr achieved 23,852 deliveries in January, with a year-on-year growth of 99.7% [14][40]. - Xpeng delivered 20,011 vehicles in January, with the X9 model achieving a remarkable year-on-year growth of 413.9% [17][43]. - Lantu delivered 10,515 vehicles in January, marking a year-on-year increase of 31%, and announced plans to launch four new models in 2026 [19][45]. - IM delivered 5,017 vehicles in January, with the LS6 model surpassing 100,000 cumulative deliveries [20][46]. - Extreme Stone delivered 1,028 vehicles in January, with a nearly 100% year-on-year increase and a significant growth in order volume [23][49]. - Hongmeng Zhixing reported a year-on-year growth of over 65% in January [25][51].

Company News - Geely Automobile reported total sales of 270,167 vehicles in January, representing a year-on-year growth of approximately 1% [3] - BYD's sales of new energy vehicles reached 210,051 units in January, with passenger car sales at 205,518 units [4] - Xpeng Motors delivered 20,011 new vehicles in January [5] - GAC Group produced 110,795 vehicles in January, a year-on-year decrease of 4.77%, while sales increased by 18.47% to 116,622 vehicles [6] - Seres achieved sales of 45,900 vehicles in January, marking a year-on-year increase of 104.85%, with new energy vehicle sales up 140.33% to 43,000 units [7] - NIO delivered 27,182 new vehicles in January, reflecting a year-on-year growth of 96.1% [8] - AITO delivered 40,016 new vehicles in January, a year-on-year increase of 83% [9] - Lantu delivered 10,515 vehicles in January, up 31% year-on-year [10] - Li Auto delivered 27,668 new vehicles in January [11] - Leap Motor delivered 32,059 vehicles in January, representing a year-on-year growth of 27% [12] - Hongmeng Zhixing delivered a total of 57,915 vehicles in January, with a year-on-year increase of 65.6% [13] - Xiaomi Auto delivered over 39,000 vehicles in January [14] Stock and Financial Updates - Jiamei Packaging announced that its stock price increased by 408.11% from December 17, 2025, to January 23, 2026, which diverged from the company's fundamentals. The company expects a net profit of 85.44 million to 104.42 million yuan for 2025, a decline of 53.38% to 43.02% year-on-year. The stock will resume trading on February 2 [14] - Fenglong Co. completed its stock trading suspension review and will resume trading on February 2 [14] - Aoshikang plans to issue convertible bonds to raise up to 1 billion yuan for a high-end printed circuit board project, which aims to enhance product competitiveness and meet growing market demand [14] - China Mobile, China Unicom, and China Telecom announced that the VAT rate for certain telecommunications services will increase from 6% to 9% starting January 1, 2026, which will impact their revenue and profits [15] - Jerry Holdings signed a gas turbine generator sales contract worth 182 million USD (approximately 1.26 billion yuan) with a U.S. client, marking the fourth such contract since November 2025 [15] - Yanzhou Coal Mining announced the public transfer of 100% equity in Inner Mongolia Xintai Coal Co., with a starting price of 670 million yuan, which may significantly impact the company's net profit for 2026 [15]

【DT新材料】 获 悉 ， 2月1日， 比亚迪 以及造车新势力零跑、理想、蔚来和小鹏先后发布1月交付量。主要的原因可能是年初是传统的市场淡季， 再叠加去年底免征车辆购置税政策的截止，提前透支了一部分需求，导致今年市场大盘下滑幅度整体比较大。当然也有逆势上涨的企业。 比亚迪 ，1月份新能源汽车销量210051辆，乘用车销量205518辆，1月出口新能源汽车合计100482辆。 | | | | 产量 | | | | | 销量 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目类别 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | 本月 | 去年同期 | 本年累计 | 去年累计 | 累计同比 | | 新能源汽车 | 232, 358 | 327,864 | 232, 358 | 327.864 | -29. 13% | 210, 051 | 300, 538 | 210, 051 | 300, 538 | -30. 11% | | -乘用车 | 227.835 | 323,811 | 227 ...

来源|凤凰网财经《公司研究院》 2月首日，多家造车新势力陆续公布2026年首月销量情况。 通常 12月为汽车销售的传统旺季，各厂商销量会达到全年最高点，转年1至2月则面临较大下行压力。今年叠加 新能源购置税从全免改减半等因素影 响，造车新势力销量环比普遍下滑 ，这一走势基本符合市场普遍预期。 数据从侧面佐证这一趋势。 乘联分会数据显示， 1月1 日至 11日，全国乘用车市场零售32.8万辆，同比下降32%； 当期 ，全国乘用车厂商批发 38.1万辆，同比下降40%。 相较同环比表现而言，更值得关注的是头部排名迎来洗牌。根据截至发稿前数据统计，去年稳坐新势力月销冠军并获得新势力全年销量冠军的零跑汽 车， 1月被鸿蒙智行和小米汽车反超，新势力冠军宝座或许要易主。 | | 1月造车新势力销量排名 | | | --- | --- | --- | | 车企 | 销量(台) 同比(%) | | | 鸿蒙智行 | 57915 | 65. 6 | | 小米 | 39000 | | | 零跑 | 32059 | 27 | | 理想 | 27668 | -7.5 | | 蔚来 | 27182 | 96. 1 | | 广汽传祺 | ...