【文/观察者网专栏作者 陈经】 2025年，中国汽车出口增长30%！这个成绩有些意外，仔细分析后，其实是中国汽车综合实力不断提升 的合理发展。 2021年起连续四年高增长之后，2024年中国汽车出口相比2020年翻了6倍之多，基数已经很高，再要高 速增长困难很大。 2025年初，乘联会（中国汽车流通协会乘用车市场信息联席分会）等机构对全年出口增长预测为10%。 这个数字还是比较保守的，乘联会给出了两个较大不利因素：一是俄罗斯市场因俄乌冲突忽然出现"真 空地带"，一举成为中国汽车最大出口市场，但2025年因俄政策调整必然要大幅下滑；二是欧洲市场中 国汽车面临关税压力，中欧谈判阻力很大。 果不其然，2025年对俄罗斯汽车出口确实断崖下跌了。2024年对俄出口约114.9万辆，2025年跌至57.9万 辆，大跌49.6%。俄罗斯经济不景气，2025年新车销量跌16.4%至140万辆，市场规模出现萎缩，另外， 俄罗斯还连续上调进口汽车报废税，关闭中亚平行进口灰色渠道，有意控制了中国汽车进口。 2025年，关税战、一些国家针对中国的汽车设置贸易壁垒，新闻影响力很大，让人为中国汽车出口捏把 汗。但中国汽车的全球品牌认知、 ...

关注 「电动车公社」 和我们一起重新思考汽车 滴！今天是大年初四，春节假期已经过半 。 今天，再带大家回顾一下2025年影响新能源汽车圈的重大事件。 从低质量内卷到高质量竞争，从欧美先后"战略放弃"电气化到中国三电技术能力独步全球，甚至是从工信部规范行业乱象，进一步向正规化发展。 总结起来就是，风景这边独好。 1、 以旧换新国补延续 推动新能源普及 2025年刚开年的时候，以旧换新政策会不会延续，并没有盖棺定论。 为了确保销量和消费者权益，不少车企在元旦期间推出了1.5-2万元不等的置换补贴兜底政策。很多车商也在效仿2024年的操作，疯狂囤适合报废的低价二 手车。 但很快，2025年1月8日，以旧换新国补政策公布，补贴金额和2024年相同。 个人消费者购买新能源车，报废补贴2万元、置换补贴1.5万元；购买2.0L及以下排量燃油车，报废补贴1.5万元、置换补贴1.3万元。 但这次，国补政策增加了几条附加条件： 旧车必须在2025年1月8日前，登记在本人名下；同时每人只能享受一次补贴。 这也就意味着，"囤车套现"一路彻底被堵死（甚至出现了车贩子用报废车玩"碰碰车"的壮举 ），资金真正流入了需要购车补贴的消费者手里 ...

作为全国唯一集齐新能源汽车换电、双智、产业链供应链体系、车路云一体化、车网互动五大国家级试 点的城市，合肥以"试点叠加"的制度优势，稳居中国新能源汽车产业第一阵营。2024年，合肥新能源汽 车产量达137.6万辆、同比增长84.5%，产业链产值2600亿元；2025年势能延续，前11个月新能源汽车产 量达124.6万辆，问鼎全国城市第一。 产业格局上，合肥已形成"整车—零部件—市场"三位一体布局，汇聚多品牌生产基地，并培育引进500 余家核心零部件企业，构建外资、民营新势力与自主品牌并行的产业矩阵，增强供应链韧性与协同效 率。空间载体方面，新桥片区、经开区等平台加速抬升，围绕"车能路云""车芯屏智"推进关键项目落 地；肥西以高端车型快速量产为抓手，形成"整车引领、链式协同"的县域支点。 同时，合肥注重"产业+市场"政策双轮发力：一方面通过消费券、以旧换新等政策直接带动汽车消费超 173亿元；另一方面在车辆注册查验等环节先行先试，降低交易与使用门槛，持续激活市场。与此同 时，合肥以50余家新型研发机构为底座，推动"人工智能+"赋能智能座舱，推进安徽省汽车芯片联盟协 同验证，为产业链堵点破解与技术迭代提供支撑，加 ...

Market Overview - The Hang Seng Index (HSI) closed at 26,541.96, down by 163.98 points or 0.61% on February 19 [1] - The index opened at 26,658.57, reached a high of 26,674.58, and a low of 26,480.63, with a trading volume of 24.6391 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 135.722, up by 1.13% compared to the previous close [2] - Tencent Holdings closed at HKD 532.399, down by 0.11% compared to the previous close [2] Stock Price Movements - Tencent Holdings (00700) latest price is HKD 533.000, with a slight increase of 1.000 or 0.19% [3] - Alibaba Group (09988) latest price is HKD 154.700, down by 0.700 or 0.45% [3] - HSBC Holdings (00005) latest price is HKD 134.200, down by 1.500 or 1.11% [3] - AIA Group (01299) latest price is HKD 82.350, up by 2.050 or 2.55% [3] - Meituan (03690) latest price is HKD 82.050, down by 0.100 or 0.12% [3] - JD.com (09618) latest price is HKD 105.900, down by 0.500 or 0.47% [3]

2月17日大年初一，春节档重磅电影《惊蛰无声》火热上映，上映首日，该片排片占比突破26%。据灯塔专 业版实时数据，截至2月19日0时30分，影片《惊蛰无声》票房突破4亿。社交平台上"惊蛰无声后劲太 大""在电影里找深圳地标"等话题接连登上热搜。 一部优秀的影视作品，可以成为激活消费的重要引擎。《惊蛰无声》上映后，福田CBD、南山K11大厦等 取景地成为新春打卡热门地，深圳推出四条电影主题旅游线路，串联起城市的科技之美与人文底蕴， 让"银幕风景"转化为"线下流量"。这背后是广东对"电影+文旅"融合逻辑的精准把握，从全省60条"跟着电 影游广东"路线上线，到"看电影、品美食、买广货"的多元消费场景打造，影视IP的引流效应被充分释放， 实现了从"打卡经济"到"消费留量"的转化，让文化体验与消费需求双向奔赴。 消费活力的迸发，离不开政策与市场的双向赋能。广东多部门推出的"电影+"新春大礼包，以八大福利构 建起全链条消费联动体系：购票立减降低观影门槛，景点打卡兑换福利拉动文旅消费，电影市集助力广货 出圈，公益观影彰显民生温度。一系列惠民政策既让观众享受到实实在在的优惠，也为影视、文旅、商贸 产业搭建了融合平台。值得一提 ...

Market Overview - On February 19, US stock indices opened lower, with the Dow Jones down 0.36%, Nasdaq down 0.51%, and S&P 500 down 0.28% [1] - Major technology stocks experienced a decline, with more stocks falling than rising [1] Technology Sector - Microsoft shares rose by 0.27% to $399.775, while Apple fell by 0.20% to $263.810, Amazon decreased by 0.17% to $204.452, and Facebook (Meta) dropped by 0.55% to $639.665 [2] - Nvidia shares fell by 0.49% to $187.050, and Alphabet (Google) decreased by 0.64% to $302.000 [2] Financing News - OpenAI is reportedly nearing the completion of the first phase of a new funding round, expected to exceed $100 billion, with a potential overall valuation surpassing $850 billion [3] - The pre-funding valuation of OpenAI is expected to remain at $730 billion, with major strategic investors including Amazon, SoftBank, Nvidia, and Microsoft [3] Employment Data - The number of initial jobless claims in the week ending February 14 decreased by 23,000 to 206,000, which is below market expectations [3] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.41%, with major Chinese stocks such as Alibaba, Pinduoduo, and Tencent ADR all experiencing declines [4] - Alibaba shares fell by 0.63% to $154.790, Baidu decreased by 0.79% to $136.788, and Tencent ADR dropped by 0.66% to $67.880 [5] Commodity Market - As of the latest update, spot gold increased by 0.17%, and spot silver rose by 0.77% [5] - WTI crude oil futures rose by 1.68% to $66.14 per barrel, while Brent crude oil futures increased by 1.54% to $71.43 per barrel [5]

Market Overview - On February 19, US stock indices opened lower, with the Dow Jones down 0.36%, Nasdaq down 0.51%, and S&P 500 down 0.28% [1] - Major technology stocks experienced a decline, with most large tech companies showing losses [1] Technology Sector - OpenAI is reportedly nearing the completion of the first phase of a new funding round, expected to exceed $100 billion, with a potential overall valuation surpassing $850 billion, up from an initial estimate of $830 billion [4] - The pre-funding valuation for OpenAI is expected to remain at $730 billion [4] - Key strategic investors in this funding round include Amazon, SoftBank, Nvidia, and Microsoft, with final investment decisions anticipated by the end of the month [4] - Nvidia's CEO Jensen Huang mentioned preparations for new chips for GTC 2026, emphasizing the challenges in technology development [4] Retail Sector - Walmart's stock rose nearly 2% after initially dropping over 3%, following the company's forecast for adjusted earnings per share of $2.75 to $2.85 for the fiscal year 2027, which is below market expectations [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.41%, with major Chinese stocks like Alibaba, Pinduoduo, and Tencent ADR all experiencing declines [6] - Specific declines include Alibaba down 0.63%, Baidu down 0.79%, and Tencent down 0.66% [7] Commodity Market - As of the latest update, spot gold increased by 0.17%, and spot silver rose by 0.77% [6] - WTI crude oil futures rose by 1.68% to $66.14 per barrel, while Brent crude oil futures increased by 1.54% to $71.43 per barrel [6]

Core Viewpoint - The domestic new energy heavy truck market experienced a significant growth of 127% year-on-year in January 2026, with total sales reaching 16,100 units, marking a strong start to the year [1][3]. Market Performance - In January 2026, the sales of new energy heavy trucks totaled 16,100 units, with a month-on-month decrease of 65% compared to December 2025, but a year-on-year increase of 127% [3]. - Pure electric heavy trucks, including battery-swapping and charging models, accounted for 98.88% of total sales, with charging heavy trucks alone selling 11,500 units, reflecting a year-on-year growth of 168% [3][30]. - Charging heavy trucks have achieved a continuous doubling of sales for 25 months, consistently outperforming the overall new energy heavy truck market for 29 months [30]. Segment Analysis - In January 2026, the sales of charging heavy trucks included 6,515 units of tractor trucks, 2,070 units of dump trucks, and 1,641 units of concrete mixers, with respective market shares of 56.7%, 18.0%, and 14.3% [8][22]. - The market share of charging heavy trucks in pure electric heavy truck sales reached 72.33%, slightly up from the previous month [3]. Company Performance - In January 2026, SANY topped the sales chart with 2,100 units sold, followed closely by China National Heavy Duty Truck Group (2,027 units) and XCMG (1,939 units) [14]. - A total of 14 companies sold over 100 units, with six companies exceeding 1,000 units sold [14]. - Notably, companies like United Heavy Truck and BYD saw remarkable growth rates of 825% and 1200% year-on-year, respectively [17]. Market Share Insights - In January 2026, four companies held over 10% market share in the charging heavy truck segment: SANY (18.3%), China National Heavy Duty Truck Group (17.7%), XCMG (16.9%), and FAW Jiefang (11.6%) [21][20]. - The market share of China National Heavy Duty Truck Group increased significantly by 4.5 percentage points compared to the same period in 2025 [20]. Conclusion - The charging heavy truck market commenced 2026 with impressive sales figures, achieving 11,500 units sold and a year-on-year growth of 168%, indicating a robust continuation of the previous year's positive trend [30].

【文/观察者网专栏作者 李昀】 走在国外的路上，总有人问我同一个问题：你来自哪里？有时候只是随口的寒暄，可更多时候，这句话就像个小开关，当我说"来自中国"的那一刻，对方心 里对中国的种种想象就一下子冒出来了，有好奇，有误解，有佩服，偶尔还带着点羡慕。 去过的地方越多，我越觉得，外国人怎么看中国，根本没法用一句话说清。就像最近流行的"becoming Chinese"一样，很多人聊起中国，其实也是在说他们 自己的生活，说自己日子哪里过得不方便，说自己的社会哪里卡了壳，说自己心里最想要的是什么。而中国的影子，早就落在了世界的各个角落，悄悄融进 当地的街景，日常的生活，普通人的生计里，不声不响，也不刻意张扬。 走过这么多地方，看着这些藏在日常里的痕迹，我也总会在某个转角忽然想起，我们留给世界的，到底是什么？ 融入日常的中国印记 如果把目光放到中美洲的街巷里，这个问题的答案，就会从模糊的轮廓，慢慢显出了具体的样子。 去年十一月，我一个人走完了中美洲七国，一路上撞见了太多中国的印记。在尼加拉瓜的马那瓜，那天三十多度的高温，热得人浑身发沉。路边停着几辆本 地的老巴士，漆皮卷着边，窗户蒙着厚厚的灰，启动的时候吭哧吭哧响，还 ...

Core Insights - The article highlights the growing trend of electric vehicle (EV) purchases in rural areas of China, particularly during the 2026 Spring Festival, driven by multiple subsidy policies and the practice of trading in old vehicles for new ones [1][3][10]. Group 1: Market Dynamics - The county-level automotive market in China is showing robust performance, with EVs becoming a significant growth engine due to government and manufacturer subsidies [1][3]. - The majority of customers in county markets are opting for vehicles priced between 100,000 to 150,000 yuan, indicating a clear demand for affordable EV options [4][10]. - The transition from traditional fuel vehicles to EVs is being accelerated by concerns over emissions standards and the rising costs of maintaining older vehicles [3][4]. Group 2: Consumer Behavior - Consumers in rural areas are increasingly willing to trade in old fuel vehicles for new EVs, with a notable percentage of transactions occurring through trade-in programs [3][4]. - The decision-making process for customers in the 100,000 to 150,000 yuan price range is generally quicker compared to those with budgets over 200,000 yuan, reflecting a pragmatic approach to vehicle purchases in these regions [4][10]. Group 3: Future Projections - The sales of EVs in rural areas are expected to grow significantly, with projections indicating that by 2030, the car ownership rate in rural regions could reach nearly 160 vehicles per 1,000 people, translating to over 70 million vehicles and a market size of approximately 500 billion yuan [11][13]. - The penetration of EVs in the county and rural markets is anticipated to exceed 30% of total vehicle sales, driven by favorable economic conditions and improved charging infrastructure [10][13].