转自：成都日报锦观 全国无人机足球大赛总决赛拉开大幕 万人同赛 蓉城上演空中足球盛宴 2月7日，吉利控股·Ablefly全国无人机足球大赛总决赛在成都空港国际会议中心拉开帷幕。这场汇聚1116支国内外队伍、首次实现全球万人规 模参与的科技体育盛宴，以空中竞技的独特形式，在千年蜀地奏响科技与体育融合的最强音，成为观察城市创新脉动与低空经济前景的重要窗 口。 万人同赛 "空中团战"前所未有 开幕式之后，在揭幕赛上，来自新加坡的TEAM SINGAPORE队与成都双流区闪电流星队、重庆沅梦飞翔队进行了激烈对抗。无人机足球在空 中穿梭、急转、拦截的竞技感与刺激感瞬间感染现场及线上观众。成都空港国际会议中心各个赛场内，数百架无人机同时升空，一场前所未有 的"空中团战"正式打响。 在这场万人同赛的盛会上，四川本土战队成为绝对主力军，1046支队伍的阵容，彰显出无人机足球在四川深厚的群众基础。成都电子信息学校 代表队作为首支报名队伍，从2024年世锦赛中国区选拔赛到2025年双流区赛事，一路成长，见证这项运动从星火初燃到形成燎原之势。 作为全球范围内首次实现万人规模的无人机足球赛事，本次总决赛突破传统赛事规模极限，1116 ...

备受市场关注的电芯交付争议，告一段落。 2月6日晚，欣旺达子公司欣旺达动力科技股份有限公司与威睿电动汽车技术（宁波）有限公司在一审阶段达成和解，原告将在 《和解协议》生效后撤回起诉。 威睿电动为吉利系的子公司，去年底，威睿电动起诉欣旺达动力，称欣旺达动力在2021年6月至2023年12月期间向威睿电动交付 的电芯存在质量问题，并索赔23.14亿元。 随着欣旺达与威睿电动宣布和解，欣旺达港股上市进程中最大风险因素近乎得以解决。 吉利与欣旺达的合作源于2021年，当年4月，欣旺达动力收到威睿动力关于PMA平台项目动力电池电芯的开发意向书，为其 PMA平台项目供应动力电池电芯产品，后续吉利一度是欣旺达的大客户。此前，部分极氪001搭载着欣旺达电芯，随着极氪001 的放量，有部分极氪001车主反馈，车辆存在锁电，充电速度变慢等情况。2024年底，极氪为部分用户更换了全新电池包。 根据《和解协议》约定，双方按照实际成本进行认定，考虑公司已计提的相关质保金、事件处理后的相关电池包可变现价值以 及后续可能发生的相关费用等，预计对上市公司2025年归母净利润的影响为5-8亿元。 具体来看，双方事实上同意更换动力电池包相关的费 ...

Group 1 - The core viewpoint of the article is that Geely is intensifying its investment in the battery industry chain after resolving conflicts with its partner, Xinwanda [2] - Geely has established a new battery company, Baoji Shanju Battery Co., Ltd., with a registered capital of 50 million yuan, just four months after the establishment of another battery company, Zhejiang Jiyao Tongxing Holdings Co., Ltd., which has a registered capital of 1 billion yuan [3] - The restructuring of Geely's battery business aims to create a unified battery industry group, Ji Yao Tongxing, to streamline operations and enhance efficiency by consolidating various brands and technologies [5][4] Group 2 - Geely plans to achieve a production capacity of 70 GWh by 2027, focusing on lithium iron phosphate blade battery technology for its brands such as Zeekr, Lynk & Co, and Galaxy [3][4] - The company will not expand its production capacity further but will optimize existing capacity, with a distribution plan of 40% for Ji Yao Tongxing products, 40% for CATL products, and 20% for other capacities [5][6] - Geely is also exploring the acquisition of idle battery production capacity in the market instead of building new factories, aiming for practical cooperation and resource restructuring [8] Group 3 - Geely is set to make significant advancements in solid-state battery technology, with plans to complete the production of a 20Ah solid-state cell by 2024 and launch a solid-state battery pack by 2026 [10] - The solid-state battery development utilizes sulfide electrolyte technology, achieving a conductivity of over 7 mS/cm, while also exploring oxide technology with a conductivity of 0.8 mS/cm [10][11] - The company aims to use sulfide batteries for high-end models and oxide batteries for mass-market vehicles, creating a complementary dual-route strategy [11]

（来源：经济日报） 转自：经济日报 随着各大车企陆续发布1月份产销数据，车市开年遇冷已成事实。"这是我从业以来市场表现最差的一个月""知道会遇冷，但没想到是冰冷""中国车市是 否会就此掉头向下"等论调甚嚣尘上，为全年车市走向增加了不确定性。 车市开年遇冷，并非单一因素所致，而是政策换挡、需求透支与消费者观望情绪等多重因素叠加的结果。其中，政策调整是主因。自2026年起，延续10 多年的新能源汽车车辆购置税从全额免征调整为减半征收，单车最高减税额上限从3万元降至1.5万元。一辆开票价10万元的新能源车，2026年需交5000 元购置税；20万元车型，购车成本则增加1万元。目前，车市消费主要集中在10万至20万元价格区间的车型上，消费者对成本变化敏感。显然，这直接 影响了消费者的购车决策。 看月度产销数据，既要看当前，也要看趋势。1月份本来就是传统淡季，考虑到2月份还有9天春节假期，短期内市场销量或仍将处于"寒冬"中，但这并 不意味着中国汽车市场就此掉头向下。目前，我国千人汽车保有量仅260辆，不足欧美发达国家一半。即使考虑到资源、环境及空间承载能力制约，未 来我国汽车普及率仍有一定提升潜力。按照中汽协预计，20 ...

于2026年2月6日注销6743.1万股。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 吉利汽车（00175）发布公告，于2026年2月6日斥资2716.12万港元回购166.5万股。 于2026年2月6日注销6743.1万股。 责任编辑：卢昱君 吉利汽车（00175）发布公告，于2026年2月6日斥资2716.12万港元回购166.5万股。 ...

以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉 利抱团新能源商用车，能否打破这一魔咒？ 作者： 濮振宇 封图：图虫创意 1月28日，广汽领程新能源商用车有限公司（下称"广汽领程"）与吉利旗下浙江远程新能源商用车 集团有限公司（下称"吉利远程"）在广州签署战略合作协议，双方计划围绕客车、VAN类产品推 广以及甲醇电动动力应用、能源加注等生态建设方面开展深度合作。 对于这一合作，吉利远程方面对经济观察报表示，吉利远程与广汽领程的合作还处于初步阶段，暂 时无法透露更多其他具体信息。 从行业来看，广汽领程与吉利远程的合作，是又一起自主整车企业合作的案例。对于已在新能源商 用车领域实现销量领先的吉利远程来说，这是打破区域市场壁垒、寻求新增量的重要一步。对于刚 完成品牌焕新的广汽领程而言，此举是战略性补短，也是其"轻资产"策略的又一个支点。 不过，以往自主整车企业之间的合作鲜有成功的先例，此次广汽与吉利抱团新能源商用车，能否打 破这一魔咒？ 领程转型 广汽领程的前身是广汽日野，作为一家中日合资商用车企业，广汽日野在燃油车时代曾凭借日野技 术占据高端市场，但在新能源转型中因决策迟缓而错失先机。2024年的股权重组， ...

Core Viewpoint - GAC Lingcheng and Geely Remote have signed a strategic cooperation agreement to collaborate on electric commercial vehicles, methanol electric power applications, and energy refueling infrastructure, marking a significant step for both companies in the competitive new energy commercial vehicle market [2][6]. Company Overview - GAC Lingcheng, formerly GAC Hino, has undergone a brand transformation to accelerate its shift towards new energy commercial vehicles, following a restructuring that increased GAC Group's stake to nearly 90% [2][3]. - Geely Remote, established in 2016, has achieved a compound annual growth rate of over 120% in sales over the past five years, with monthly sales reaching nearly 25,000 units as of 2025 [5]. Market Context - The collaboration between GAC Lingcheng and Geely Remote is seen as a strategic move to break regional market barriers and seek new growth opportunities in the competitive landscape dominated by players like BYD and Yutong in the Guangdong market [2][3][5]. - The commercial vehicle market in China is experiencing structural adjustments, with a shift towards low-speed growth and increasing competition in the new energy sector [8][9]. Strategic Implications - GAC Lingcheng's "light asset" strategy aims to minimize research and development costs by leveraging partnerships rather than solely relying on internal development, which is crucial given its limited R&D budget [4][6]. - The partnership is expected to enhance GAC Lingcheng's product offerings in the VAN and bus segments, where it currently lacks a strong foundation [3][4]. Technological Collaboration - The cooperation includes the development of methanol electric power applications, with Geely Remote being one of the few companies in China to focus on this technology, which has the potential to address energy infrastructure challenges in the region [6][8]. - The collaboration is positioned to utilize GAC's local resources to reduce market entry costs for Geely Remote in key cities like Guangzhou, enhancing their competitive edge [6][8]. Industry Trends - The trend of collaboration among commercial vehicle manufacturers to share the costs and risks associated with new energy transitions is becoming more common, as seen in recent partnerships across the industry [9].

Core Viewpoint - Chery Automobile is undergoing a dual transformation towards globalization and intelligence, with a clear equity structure and strategic partnerships driving its growth in the new energy and export markets [1][2]. Group 1: Company Overview - Chery Automobile, established in 1997, initially entered the mainstream and entry-level passenger car market with models like Fengyun and QQ, and is now focusing on global and intelligent development [1]. - The company operates under a governance structure that balances state-owned capital, strategic investors, and management equity, ensuring no direct interference from state capital in operations [1]. - Chery's financial performance is improving due to the scaling delivery of its new energy brands, including Fengyun, Shanhai, Xingjiyuan, iCAR, and Zhijie, alongside continuous growth in overseas revenue [1]. Group 2: Export Strategy - Chery's export strategy has evolved from focusing on developing markets to key single markets like Russia, and now expanding into Europe [2]. - The Tiggo series is central to Chery's export products, with a parallel offering of internal combustion engine (ICE) and plug-in hybrid electric vehicle (PHEV) models to cater to different regional markets [2]. - The company employs a localized approach in its overseas operations, utilizing a dealer authorization system and establishing local subsidiaries in certain countries, while adopting a multi-regional KD assembly model for manufacturing [2]. Group 3: Technological Development - Chery plans to integrate its subsidiaries, including Lion Technology and Dazhuo Intelligence, by 2025 to streamline its R&D efforts [3]. - The company is pursuing a "self-research + cooperation" dual-track strategy, leveraging its own R&D capabilities alongside partnerships with leading technology firms like Huawei and Horizon [3]. - Chery's vehicle platform system consists of both traditional fuel and new energy platforms, structured by price range and technology path [3]. Group 4: Financial Projections - Chery's projected net profits for 2025, 2026, and 2027 are expected to be 18.4 billion, 21.1 billion, and 25.4 billion yuan respectively [3]. - The company is compared to other publicly listed automotive firms, with expected price-to-earnings (PE) ratios of 14, 11, and 8 for the years 2025 to 2027 [3]. - Given the strong momentum in new energy development and stable export positioning, Chery is anticipated to command a higher valuation, with an initial "buy" rating assigned [3].

Group 1 - The State Intellectual Property Office of China has granted a patent to Zhejiang Geely Holding Group Co., Ltd. and Geely Automobile Research Institute (Ningbo) Co., Ltd. for a method and device related to battery throwing, with the patent number CN119682543B and application date of February 2025 [1] - Zhejiang Geely Holding Group Co., Ltd. was established in 2003 and is primarily engaged in the automotive manufacturing industry, with a registered capital of 1.03 billion RMB. The company has invested in 39 enterprises and participated in 524 bidding projects, holding 5,000 trademark records and 5,000 patent records, along with 275 administrative licenses [1] - Geely Automobile Research Institute (Ningbo) Co., Ltd. was founded in 2016 and focuses on specialized equipment manufacturing, with a registered capital of 30 million RMB. The institute has invested in 9 enterprises, participated in 321 bidding projects, holds 5,000 patent records, and has 19 administrative licenses [1]

Group 1 - The core viewpoint of the article highlights a significant decline in China's automotive market sales in January 2026 compared to December 2025, with a year-on-year decrease of 34.2% and a month-on-month decrease of 66.4% [1] - The overall retail sales in January 2026 are estimated to be around 1.8 million vehicles, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1] - The sales targets set by domestic automakers for 2026 have become more rational, with companies like Geely aiming for a 14% increase, Changan at 13.3%, and Chery at approximately 14% [2] Group 2 - The automotive industry in China is transitioning from high-speed growth to stable growth, prompting companies to adopt more pragmatic sales targets [2] - The rapid development of new energy vehicles is driving innovation and restructuring within the industry, leading to intensified competition and pressure on profit margins for both automakers and suppliers [2] - Companies are encouraged to shift their focus from merely increasing sales volume to ensuring sustainable profitability and healthy cash flow, moving away from the "burning money for market share" strategy [3] Group 3 - The article emphasizes the importance of respecting industry regulations and avoiding excessive product iteration, which can lead to high costs and low profits [3] - Companies should prioritize cash flow stability and set achievable, profitable, and sustainable sales plans, rather than relying on price wars for short-term advantages [3] - Strategic planning regarding production capacity and innovation pace is essential for building core competitiveness in the long-term automotive market [3]