本报记者 杨沙沙 "中国汽车出口的激增正在重塑世界各地汽车市场，向各国提供负担得起的汽车。"彭博社近日报道称， 在南美洲的部分地区，中国制造的汽车正逐渐占据街头巷尾；而在欧洲，来自比亚迪等车企的价格亲民 且品质卓越的电动汽车，也正赢得成千上万消费者的青睐。 瑞银（UBS）16日发布的最新研报称，凭借电动车技术优势、日益完善的分销网络和不断提升的品牌知 名度，中国车企有望在2030年占据全球汽车市场1/3的份额，较今年的1/4显著增长。在发给《环球时 报》的上述报告中，瑞银分析称，在经历5年海外销量从100万辆至600万辆的增长后，中国车企正进 入"全球化战略2.0阶段"，随着主流品牌认知强化和海外本土化制造扩大，海外销售有望成为中国车企 2026年的关键增长动力。 越来越多海外家庭购买中国汽车 近些年，海外部分市场针对中国汽车的限制政策持续加码。但据瑞银分析，中国车企的全球市场份额仍 将显现增长态势。瑞银报告分析称，对中国汽车制造商来说，到2030年，预计美国市场仍将无法进入； 可能在日本、韩国和印度市场取得小突破，但预计不会超过2%；对于西欧市场，瑞银预期中国汽车制 造商将从目前约5%的市场份额增长至15% ...

自本土市场新能源转型引爆以来，20万以上市场的快速增长已经成为显学，而仔细观察近期榜单，新能源市场另一个颇受瞩目的现象同样在强化。以11月 销量为例，来看看今天的新能源市场、乃至整体本土市场的演化—— | | 宏光MINIEV | 6 | Model 3 | | --- | --- | --- | --- | | | ★★★★★ 4.43分 3.28-9.99万 | ↑ 55 | ★★★★★ 4.35分 23.55-33.95万 | | 2 | Model Y | 7 | 问界M7 ★★★★★ 4.51分 | | 18 | ★★★★★ 4.40分 26.35-31.35万 | ↑ 11 | 24.98-37.98万 | | | 星愿 ★★★★★ 4.62分 | 8 | 海狮06 ★★★★★ 4.47分 | | | 6.88-9.88万 | 13 | 13.98-16.38万 | | 4 | 秦PLUS | 9 | 针7 | | J1 | ★★★★★ 4.60分 7.98-17.98万 | 11 | ★★★★★ 4.45分 17.98-21.98万 | | 5 | 小米YU7 | 10 | 泡喝 | | | ★ ...

Domestic Market (2026 Outlook) - Total sales are expected to grow by approximately 15%, reaching over 19 million units [1] - Domestic sales are projected to increase by about 8-9%, driven mainly by policies (the old-for-new national subsidy is expected to continue but may decrease by 20-30%), new model launches, and an increase in electrification rate (currently over 50%) [1] - Exports are anticipated to grow by 40-50%, primarily driven by BYD (with an annual increase of 500,000-600,000 units), Chery, Geely, and other automakers expanding overseas [1] - The average battery capacity per vehicle is expected to increase by about 10%, mainly due to plug-in hybrid and range-extended models needing to meet subsidy requirements (with a range of over 100 km) and an increase in heavy-duty vehicle battery capacity [1] - Demand for power batteries is projected to grow by 20% (with vehicle sales growth under 10% and battery capacity growth over 10%) [1] Overseas Market (2026 Outlook) - In Europe, sales are expected to grow by about 30%, exceeding 5 million units, driven by potential new subsidies in Germany (targeting low-income households) and the introduction of new economical models [1] - In the United States, sales are expected to remain flat or slightly decline, primarily due to the exit of IRA electric vehicle subsidies and limited new model highlights (except for Tesla's low-priced models) [1] - Emerging markets are projected to grow by about 50%, with a focus on pure electric vehicles (accounting for 88%) and a low electrification rate (under 6%), indicating significant potential. Key markets include South Korea, Thailand, Brazil, and India [1] - Overall overseas electric vehicle sales are expected to grow by approximately 20% [1] Energy Storage Market - Demand for energy storage is expected to grow by over 60%, reaching over 1,000 GWh (compared to over 600 GWh in 2025) [1] Global Lithium Battery Demand - By 2026, global demand for power and energy storage batteries is expected to reach 2,600-2,700 GWh, an increase of approximately 600-700 GWh year-on-year [1] - The incremental demand is mainly driven by energy storage (approximately 400 GWh) and power (over 200 GWh) [1]

Core Insights - Chinese automotive brands, including BYD and Chery, are gaining significant traction in the UK market, with a notable increase in consumer acceptance and sales [1][3][4] Market Trends - In the past month, Chinese manufacturers accounted for 13% of new car registrations in the UK, doubling their market share from the previous year [3] - The growth rate of Chinese brands in the UK is unprecedented, with their market share increasing five to six times faster than that of Tesla and Kia during their respective market entries [3] Competitive Landscape - The UK automotive market is characterized by a lack of absolute brand loyalty, with over 70 brands registered since 2019, and annual sales of approximately 2 million new cars [4][5] - BYD's market share in the UK is slightly over 2%, comparable to Tesla, while MG, another Chinese brand, holds over 4% [4] Consumer Perception - Initial skepticism towards Chinese brands has shifted as consumers recognize the quality and features of vehicles like the BYD Seal, which offers competitive pricing and performance [1][5] - Sales personnel emphasize the advanced features of BYD vehicles, helping to reshape consumer perceptions of the brand as not being low-end or cheap [5][7] Business Expansion - A UK dealer, Doug Keith, has expanded his operations to include multiple BYD showrooms, reflecting the growing demand for Chinese vehicles [1][8] - Keith anticipates a revenue increase of over 50% in 2024, projecting sales to reach approximately £500 million, driven by the rising interest in Chinese automotive brands [7][8]

【文/观察者网 齐倩】 "在英国，中国汽车正在道路上飞驰。"12月17日，美国《纽约时报》以此为题刊文称，近两年，比亚 迪、奇瑞及其他中国车企正赢得英国车主的支持。在那里，进口关税较低，且买家对新品牌持开放态 度。 文章以道格尔·基思在英国利兹的一家汽车经销店为例，讲述了中国汽车在英国的走红趋势。 基思从事汽车销售已有四十多年，他说，当他在2023年为比亚迪开设展厅时，顾客对购买中国制造的汽 车持怀疑态度。现在，他已经拥有六家专营比亚迪品牌的经销店。 "有些人认为，中国制造做工廉价，"他说，他会反问顾客，"你以为你的iPhone是在哪里组装的？" 基思接受采访时，刚刚试驾了一辆比亚迪海豹卓越版。这款车型的主要卖点在于速度和价格：它能在 3.8秒内加速至时速百公里，且价格比特斯拉Model 3便宜20%，只需约4.8万英镑（约合人民币45.2万 元）。 "这种增长速度是市场前所未见的，"英国最大在线汽车交易平台Autotrader的首席商务官伊恩·普卢默指 出，相比10年前的特斯拉、20世纪90年代的韩国起亚等品牌进入英国市场时，比亚迪和奇瑞在英国的市 场份额增长速度是前者的五到六倍。 多年来，英国本土汽车制造 ...

港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 周三港股三大指数高开高走。截至收盘，恒生指 数涨 0.92%，报 25468.78 点，恒生科技指数涨 1.03%，国企指数涨 0.98%。盘面上，科网股涨多 跌少，哔哩哔哩、快手、百度、腾讯、美团、京 东、阿里巴巴涨超 1%，联想跌近 1%；航空股全天 强势，南方航空涨超 5%；金融股午后拉升，中国 人寿涨超 4%；半导体板块午后走高，华虹半导体 涨超 2%；HashKey Exchange 首日破发。 美股市场 1. 美股三大指数集体收跌，道指跌 0.47%，纳指跌 1.81%，标普 500 指数跌 1.16%。大型科技股普 ...

Core Insights - The article highlights the rapid development and implementation of the intelligent connected vehicle industry in Hangzhou, showcasing its transformation from manufacturing to a global technology leader in mobility solutions [4][10]. Group 1: Manufacturing Capabilities - The Geely Qiantang base produces several hundred vehicles daily, with a new car rolling off the line every two minutes [2][6]. - The facility features advanced automation, including a nearly 7,000-ton servo stamping line capable of producing nearly 1,000 stamped parts per hour [5]. - The production line supports mixed production of various powertrain models, including fuel, pure electric, plug-in hybrid, and battery swap vehicles [5][6]. Group 2: Technological Advancements - The vehicles produced, particularly the Galaxy series, are equipped with the Flyme Auto 2.0 intelligent cockpit system and Qualcomm Snapdragon high-performance chips, enhancing user interaction and driving assistance capabilities [6][7]. - A simulation testing environment allows for the generation of vast amounts of training data for autonomous driving systems, improving efficiency by 500 times and reducing the need for real-world testing by approximately 30% [7][11]. Group 3: Industry Ecosystem - Hangzhou has established a robust industrial ecosystem, connecting over 100 core component manufacturers with leading companies like Geely and Changan Ford, forming a billion-level industrial cluster [9][10]. - The city has implemented a "four-question model" to enhance collaboration between enterprises, government, educational institutions, and the market, facilitating the rapid transformation of research into production [8][9]. Group 4: Policy and Regulation - The introduction of the "Hangzhou Intelligent Connected Vehicle Testing and Application Promotion Regulations" positions Hangzhou as the first city in China to clarify the process for autonomous vehicle road testing [10][11]. - The city has issued 614 testing and application licenses, accumulating 5.92 million kilometers of testing mileage with a zero accident rate [10]. Group 5: Future Outlook - Hangzhou aims to leverage its advantages in "vehicle-road-cloud integration" to expand testing scenarios and promote the large-scale operation of Robotaxi services [12]. - The city is focused on developing high-value core areas such as vehicle-grade chips and advanced algorithms, fostering innovation through collaborative efforts [12][13].

| 02319 | 蒙牛乳业 | 20.00 | 302.27 | 15.120 | 15.100 | 60324.13 | | --- | --- | --- | --- | --- | --- | --- | | 01651 | 津上机床中 | 8.50 | 279.04 | 33.000 | 32.740 | 24126.82 | | | 国 | | | | | | | 02038 | 富智康集团 | 14.40 | 274.34 | 19.130 | 18.800 | 10238.34 | | 01681 | 康臣药业 | 17.80 | 264.22 | 14.960 | 14.780 | 18379.42 | | 01672 | 歌礼制药-B | 20.00 | 260.12 | 13.170 | 12.550 | 7305.02 | | 06826 | 昊海生物科 技 | 9.17 | 227.59 | 25.060 | 24.720 | 15119.67 | | 00732 | 信利国际 | 200.00 | 215.00 | 1.080 | 1.070 | 17853.72 | | 0251 ...

智通财经记者 | 周姝祺 在中国新能源汽车快速扩张的阶段，速度、性能和智能化是最容易被感知、也最容易被传播的竞争语 言。而随着多起安全事故引发社会关注，监管层对相关问题持续施压，这套语言体系正在被重写。汽车 公司开始开始将安全重新推向台前，通过更直观的方式向外界证明其对事故风险的控制能力。 吉利汽车首轮投资20亿元的全球全域安全中心于近期正式对外发布。该中心可用于整车碰撞、电池与系 统安全、雨雪雾主动安全、行人保护及关键零部件等27项测试项目。官方称，这是全球建筑面积最大、 验证能力最全的综合型安全试验室。 与过往汽车公司低调处理安全试验不同，在发布当天，吉利汽车向众多媒体开放了其安全测试过程，并 通过现场直播方式，展示了一场耗资约数百万元的整车碰撞试验。 此类测试通常服务于研发与合规环节，仅会对外披露测试结果和评分。吉利汽车选择公开完整测试过 程，意味着其在安全议题上接受更高程度外部审视的同时，开始将隐藏在研发体系内的安全能力，主动 转化为可被市场识别的品牌资产。 理想汽车和华为同样积极释放各自在产品安全和质量方面的努力。理想汽车材料研发负责人段吉超向智 通财经等媒体透露，为从根源上降低碰撞时的座舱变形风险 ...

韩国媒体对极氪进入韩国市场给予高度关注。多家韩媒报道称，中国汽车品牌正在加速登陆韩国，极氪 作为高端豪华品牌，将形成从4000万韩元（目前1韩元约合人民币0.0048元）到1亿韩元的价格区间。 此外，小鹏汽车也在筹备进入韩国市场，今年年初就曾传出过其物色韩国市场负责人的消息。2025年6 月，小鹏汽车以"小鹏Motors Korea"的名称在韩国完成法人登记，地址位于韩国首尔。由此，小鹏汽车 成为继比亚迪和极氪之后，第三家在韩国设立法人的中国新能源车企。在11月举行的2025小鹏科技日活 动上，小鹏汽车副董事长兼联席总裁顾宏地证实，小鹏汽车正在规划韩国市场布局，"韩国是非常好的 电动汽车市场，但是不容易，所以需要花点时间去准备。" 随着吉利、比亚迪率先破冰，极氪进一步扩大战果，小鹏紧随其后，越来越多的中国车企将目光转向韩 国市场。从平价到高端，各类中国产电动汽车将与韩国本土及传统进口汽车品牌展开激烈的市场份额争 夺。 希望攻克"高壁垒"市场 当然，中国车企想要在韩国开疆扩土并不是一件容易的事。众所周知，日本与韩国在全球范围内都属于 封闭性较强的汽车市场，两国凭借民族消费倾向加持，再加上关税与隐蔽性更强的非关税 ...