去年6月，比亚迪港股股价曾触达157.82港元/股，此后一路波动下行。截至今日发稿，比亚迪港股股价 自2025年6月高点的157.82港元/股，已累计下跌约42.69%，市值距高点缩水约2481亿港元。 比亚迪昨日发布公告称，2026年1月实现新能源汽车销量约21万辆，同比下降30%。其中，乘用车销量 约为20.55万辆，同比下降30.67%；纯电动汽车销量约为8.32万辆，同比下降33.60%；插电式混合动力 汽车销量约为12.23万辆，同比下降28.53%。（一财汽车） 来源：第一财经 2月2日，比亚迪股份（1211.HK）开盘即下跌，截至午间收盘，报90.10港元，跌幅逼近8%。同日，港 股汽车股集体下挫，小鹏汽车一度跌近10%，蔚来盘中跌近7%，零跑汽车跌超5%，长城汽车跌超4%， 理想汽车、广汽集团跌超3%，吉利汽车、小米集团跌超2%。 (本文来自第一财经) ...

| 2月2日，比亚迪股份开盘即下跌，截至午间收盘，报90.10港元，跌幅逼近8%。 | | --- | 同日，港股汽车股集体下挫，小鹏汽车一度跌近10%，蔚来盘中跌近7%，零跑汽车跌超5%，长城汽 车跌超4%，理想汽车、广汽集团跌超3%，吉利汽车、小米集团跌超2%。 记者｜一财汽车 编辑 ｜ 钉钉 去年6月，比亚迪港股股价曾触达157.82港元/股，此后一路波动下行。截至今日发稿，比亚迪港股股 价自2025年6月高点的157.82港元/股，已累计下跌约42.69%，市值距高点缩水约2481亿港元。 比亚迪昨日发布公告称，2026年1月实现新能源汽车销量约21万辆，同比下降30%。其中，乘用车销 量约为20.55万辆，同比下降30.67%；纯电动汽车销量约为8.32万辆，同比下降33.60%；插电式混 合动力汽车销量约为12.23万辆，同比下降28.53%。 ...

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]

2月1日晚上，小米创办人，董事长兼 CEO 雷军在北京亦庄举行科普直播，揭秘新一代SU7的研发过程，其 中回应了小米汽车1月交付量环比下降的质疑。 当日上午，小米汽车官方微博公布的数据显示，2026年1月交付量超过3.9万辆。相较于2025年12月超5万辆 的历史新高，环比下滑超过20%。而在2025年12月，小米汽车交付量突破5万辆，创下品牌史上新高。此数 据公布后，部分网友和媒体进行了负面解读，甚至出现"拍手叫好"的情况。 （图片来源：小米汽车） | 产业链环节 | | 化 | | --- | --- | --- | | 智能电动汽车公司 | | 蔚来汽车、小鹏汽车 | | 电动化系统 | 电池 | 珠海冠宇,中航理电、赣锋锂电、蜂巢能源、卫营新能源 | | 电影 | | 酷科电子、奥易克斯、武汉嘉晨电子、裔标智能科技、中驱电机、苏州智绿科技、盈 | | | | 智热管理、爱磁科技、苏州海之博电子 | | 其他 | | 宁波鼎声微电子、湖南法恩菜特新能源、北京智同精密传动、深圳市大族精密传动、 江苏碳什科技 | | 智能驾驶系 | 解决方案 | Momenta、智行者、纵目科技、DeepMotion 深动 ...

Group 1 - The automotive industry is reflecting on its challenges and opportunities as leaders like Li Shufu of Geely emphasize the importance of core values and technological innovation in navigating critical moments [9][10] - Oliver Blume, former CEO of Porsche, admits to significant strategic errors, particularly regarding the decision to fully electrify the Macan model, which has led to a product gap and financial losses for shareholders [14][15] - Xiaomi's CEO Lei Jun acknowledges the industry's issues with marketing practices and emphasizes the need for transparency and accountability in communications with consumers [17][19] Group 2 - NIO's founder Li Bin celebrates the production of the company's one millionth electric vehicle and outlines ambitious plans for expanding battery swap stations, while maintaining a focus on long-term growth and profitability [22][24] - Elon Musk expresses confidence in China's rapid advancements in AI and energy infrastructure, predicting that China will surpass the U.S. in power generation by three times by 2026 [26][27] - Zhu Hao, founder of Zhi Mi Technology, boldly claims that his company will create the world's first trillion-dollar ecosystem, aiming for a significant increase in market valuation over the next two decades [30][31] Group 3 - Renault's CEO François Provost advocates for a shift from volume-driven strategies to value-driven approaches in the Chinese automotive market, criticizing the detrimental effects of price wars [41] - Li Xiang of Li Auto announces a strategic pivot towards humanoid robotics and AI, emphasizing the need for innovation in product development and collaboration within the industry [44][46] - Huawei's executive Yu Chengdong expresses dissatisfaction with the current capabilities of the HarmonyOS cockpit, calling for improvements to meet user expectations [36][37]

开源证券提出，在购置税减免退坡及梯度以旧换新补贴预计对主流价位段新能源车销量造成较大影响的 背景下，2026年重点看好高端化发展方向。 比亚迪2月1日公告，2026年1月新能源汽车产23万辆、销21万辆，同比分别降29.13%、30.11%。小鹏汽 车公告，公司1月交付新车20011辆，同比下降34.07%，环比下降46.65%。主因或为购置税减半致需求 减少。 恒生科技指数ETF（513180）在跟踪恒生科技指数的ETF中规模排名第一，覆盖造车新势力龙头，持仓 比亚迪、蔚来、理想、小鹏、零跑。 2月2日，恒生科技指数盘中一度跌超3%。新能源车板块领跌，小鹏汽车、蔚来、比亚迪股份和零跑汽 车跌幅居前，恒生科技指数ETF（513180）盘中跌近3%。 ...

来源：格隆汇APP 格隆汇2月2日｜港股主要指数走低，恒生科技指数跌幅扩大至3%，恒指跌超2%。华虹半导体跌超 10%，中国联通跌超9%，小鹏汽车跌超8%，中国电信跌超7%，蔚来、比亚迪股份跌超5%。 ...

Core Insights - NIO reported a strong sales performance with 27,182 vehicles delivered in January 2026, marking a year-on-year growth of 96.1% [2] - The total cumulative deliveries have surpassed 1 million units, reaching 1,024,774 vehicles, solidifying NIO's position in the high-end electric vehicle market [2] - The new ES8 model celebrated its 60,000th owner within just 134 days of launch, indicating robust demand for large electric SUVs [2] Group 1: Sales Performance - NIO delivered 27,182 vehicles in January 2026, achieving a remarkable year-on-year growth of 96.1% [2] - The cumulative delivery milestone of 1,024,774 vehicles has been reached, officially crossing the 1 million mark [2] - The new ES8 model reached 60,000 deliveries in only 134 days, showcasing strong market demand [2] Group 2: Product and Technology - NIO continues to lead in technology upgrades with the rollout of the latest 1.4.0 version of its intelligent system across multiple models [2] - The new features include enhanced world model-assisted driving capabilities, promising a smarter and safer driving experience [2] Group 3: Financial and Service Initiatives - NIO introduced attractive financing options with a 7-year low-interest purchase plan, offering rates as low as 0.49% [3] - The company announced that its global battery swap network has surpassed 99 million swaps, expected to reach 100 million soon, reflecting user acceptance of the battery swap model [3]

根据2026年2月1-2日各大车企发布的最新数据，2026年1月中国汽车市场销量排行如下： 车企集团销量排行（TOP 5） | 排名 | 车企集团 | 1月销量 | 同比变化 | 主要亮点 | | --- | --- | --- | --- | --- | | 1 | 吉利汽车集团 | 270,167辆 | +1% | 海外出口60,506辆，同比翻倍；新能源124,252辆 | | 2 | 比亚迪 | 210,051辆 | -30.11% | 出口100,482辆，同比+51.47%，蝉联新能源冠军 | | 3 | 奇瑞集团 | 200,269辆 | -10.72% | 出口11.96万辆，同比+48.1%，出口占比近60% | | 4 | 广汽集团 | 116,622辆 | +18.47% | 自主品牌超4.9万辆，同比+87.58% | | 5 | 长城汽车 | 90,312辆 | +11.59% | 海外销量40,278辆，同比+43.77% | | | 🚀 造车新势力销量排行（TOP 10） | | | | 排名 品牌 1月销量 同比变化 备注 1 问界（AITO） 40,016辆 +83% 鸿蒙智 ...

本轮融资由多家国内外机构投资人参与，包括阿联酋磊石资本（Stone Venture）、东方富海、基石资本、天创资本、广发信德、合肥创新投、国泰君安创 新投资、中信建投、唐兴资本、财鑫资本；战略产业投资人包括京东、中鼎股份、光洋股份、东土科技；老股东尚颀资本、彼岸时代、蔚来资本、明势创 投持续加码。 逐际动力称，将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身 Agentic OS 三大核心能力，逐际动力聚焦具身智能大小脑融合核 心技术的突破，推动通用人形机器人和模块化基座机器人的原始创新，通过产品工程化与供应链生态体系建设，进一步拓展中国和全球市场。 IT之家 2 月 2 日消息，今日，逐际动力 LimX Dynamics 宣布完成 2 亿美元的 B 轮融资。 在过去两个月，逐际动力连续发布了两项关键产品和技术：多形态具身机器人 TRON 2 和具身智能体 OS 系统 LimX COSA。通过原创的模块化设计， TRON 2 支持多种形态的灵活组合，移动和操作能力一举两得，使开发者和行业用户能够根据不同应用场景快速构建合适的机器人形态，无需为单一任务 反复定制硬件。TRON 2 是一个可复用、 ...