极氪今日发文宣布，极氪9X累计交付突破3万台，取得50万元级的豪华 SUV 立春开门红。此外，极氪 还表示，在3月31日前锁单的极氪9X车主可享专属的"极氪9X × 徐悲鸿甄藏礼盒"。 责任编辑：王翔 极氪今日发文宣布，极氪9X累计交付突破3万台，取得50万元级的豪华 SUV 立春开门红。此外，极氪 还表示，在3月31日前锁单的极氪9X车主可享专属的"极氪9X × 徐悲鸿甄藏礼盒"。 责任编辑：王翔 ...

针对部分高配车型因订单超预期及行业供应链因素导致的交付等待，极氪已推出等待权益，累计最高补 贴可达12000元，并可直接抵扣车款。据悉，目前极氪9X部分零部件的产能爬坡已取得进展，Max版和 Ultra版的提车周期已缩短至2至6周。 2月4日，极氪9X宣布交付总量已经突破30000台，单车均价超53万元，为车市马年"开门红"打响第一 枪。 ...

2026年2月3日，极氪旗下新车——极氪8X迎来实车首次亮相。作为极氪品牌面向2026年推出的超级电混高性能旗舰SUV，8X基 于SEA-S超级电混架构打造，是该架构下继9X之后第二款旗舰车型。 极氪9X是去年难得的现象级爆款，2025年11月-12月蝉联"50万级大型SUV销冠"，成交均价达到53.8万元，海外更是出现了加价 求购的盛况。按照主流市场9系与8系车型10万元左右的定价差距，参考极氪9X市场表现，预计极氪8X的顶配版本将逼近50万 元。如果按照氪9X成交均价53.8万元估算，极氪8X的成交均价将达到43万元以上。 随着实车正式露出，极氪8X的外观细节、空间与动力方案等也将进入密集信息释放期，有望成为今年最受关注的旗舰新车之 一。（景煊） 新车在设计上延续家族旗舰基因，同时以更具力量感与优雅比例的车身型面，瞄准40万-50万级豪华SUV用户对"性能与体面"的 双重诉求。前脸采用9X同款一体式直瀑格栅，一样的旗舰霸气豪华；0.618黄金比例车身、1.12宽高比低趴姿态，配合劳斯莱斯 同款零面差车门工艺，将空气动力学与雕塑级美学融为一体。据悉，8X将提供"云珀红、月海灰、玄武灰、极夜黑和极昼白"五 款 ...

2月3日，极氪官方发布声明，回应近期关于极氪8X的部分信息在网络上提前流传的情况。声明中指出， 相关内容的流出"打乱了既定的信息发布节奏"，极氪已与相关方进行沟通，并借此机会重申品牌对产品 发布秩序与信息公平的重视。 极氪8X是品牌基于浩瀚超级电混架构（SEA-S）打造的第二台旗舰SUV，也是极氪上半年最重要的全新 高性能旗舰车型。目前，该车型已进入量产前的大规模测试阶段。 极氪在声明中强调了其"好车不怕晚，慢就是快"的造车理念，表示将严格遵循大吉利体系在新车质量验 证、全场景测试、供应质量管理及生产工艺等方面的完整标准。品牌承诺，未来交付给用户的每一台极 氪8X，都将具备可靠的性能、成熟的品质与稳定的质量。 声明还提到，极氪8X的宣发节奏将严格基于车辆的真实状态逐步推进，旨在向市场与用户同步准确、及 时的信息。极氪认为，这不仅关系到产品信息发布的准确性，也体现了对所有关注和等待的用户及媒体 合作伙伴的尊重。 极氪期待与所有合作伙伴共同维护产品发布过程中的秩序与共识，携手"把更好的产品和服务，稳稳地 交到用户手中"。 随着新能源汽车市场竞争日趋激烈，极氪此次发声也凸显了其在产品节奏控制和品牌信息管理上的严肃 ...

Key Points - Regulatory actions intensify as X platform's French headquarters is raided, with Elon Musk facing a summons for a hearing in April 2026 regarding algorithm misuse and data handling issues [2][3] - Bosch initiates layoffs in China, affecting nearly 200 employees, particularly in fuel vehicle projects, with compensation reported as N+4, indicating a relatively generous severance package [4][5] - Honor denies allegations of copying Apple's iPhone design for its Power2 model, asserting that mature designs lead to industry consensus [7][8] - Gao Xin Retail, the parent company of RT-Mart, refutes claims regarding its CEO being taken by police, stating the reports are false [10][11] - Baidu Baike wins a lawsuit against a competitor for unfair competition, resulting in a compensation of 15 million yuan [12] - Cambricon Technologies experiences a significant stock drop, losing over 700 billion yuan in market value, prompting a public statement addressing market concerns [13][14] - Zeekr's 8X model faces leaks disrupting its release schedule, with the company emphasizing the importance of maintaining product release order [23][24] - Beijing Human Shape Robotics secures over 700 million yuan in funding to enhance its humanoid robot capabilities, with the launch of its Tian Gong 3.0 model imminent [17] - Xpeng Motors merges its autonomous driving and smart cockpit departments into a new General Intelligence Center to enhance AI capabilities [19] - Mijia Ice City is reportedly planning to build a theme park, with job postings indicating a significant investment in this venture [20][21] - Intel is set to re-enter Apple's supply chain for low-end processors, marking a shift in Apple's long-standing reliance on TSMC for chip manufacturing [40][41]

八部门印发《汽车数据出境安全指引（2026版）》 2月3日消息，工业和信息化部等八部门印发《汽车数据出境安全指引（2026版）》。根据《安全指 引》，汽车数据处理者向中华人民共和国境外提供汽车数据，符合以下情形之一的属于数据出境行为： 1.汽车数据处理者将在中华人民共和国境内运营中收集和产生的汽车数据传输至境外；2.汽车数据处理 者收集和产生的汽车数据存储在境内，境外的机构、组织或者个人可以查询、调取、下载、导出；3.符 合《个人信息保护法》第三条第二款情形，在境外处理境内自然人个人信息等其他数据处理活动。 极氪：部分极氪8X内容提前出现，打乱既定信息发布节奏 2月3日，极氪发布声明称，近期部分关于极氪8X的内容提前出现，打乱了既定的信息发布节奏，对此 已与相关方进行沟通，希望借此机会再次重申极氪对产品发布秩序与信息公平的重视。极氪8X是极氪 上半年最重要的全新车型，目前已进入量产前的大规模测试阶段。 千里科技2月3日公告，2026年1月公司汽车整车销量为7119辆，同比增长162.79%。 现代汽车1月销量同比减少1%，起亚销量增加2.4% 现代汽车集团2月2日发布的1月业绩显示，现代汽车总销量同比减少1% ...

Group 1 - JD.com announced an investment of over 1.3 billion yuan during the Spring Festival to provide benefits and subsidies to frontline employees, including delivery personnel and customer service staff [1] - OpenAI is shifting its focus to prioritize the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [1] - Mixue Ice Cream is rumored to be building its own theme park, as indicated by multiple job postings for park-related positions with salaries ranging from 11,000 to 24,000 yuan per month [1] Group 2 - Apple is expected to use TSMC's 2nm N2 process for its M6 chip, focusing on architecture upgrades rather than adopting the N2P process [3] - XPeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [3] - A West Lake restaurant chain, Xibei, is facing allegations of breach of contract after attempting to vacate a location without proper notice [3] Group 3 - Honor's new smartphone, Power2, has been criticized for allegedly mimicking Apple's design, to which the company responded that mature designs tend to converge for functional reasons [5] - Leap Motor's chairman acknowledged shortcomings in organizational capabilities after employee complaints about a poorly organized annual meeting [7] - Zeekr has stated that premature content about its Zeekr 8X model disrupted its planned information release schedule [9] Group 4 - Porsche's CEO indicated that the company is prepared for a significant decline in sales, with a 10% drop globally and a 26% drop in China, emphasizing the importance of maintaining brand value over chasing volume [9] - PepsiCo plans to reduce prices on certain snack products by up to 15% in response to consumer complaints about high prices [9] - Douyin will discontinue its paid collection feature starting February 5, 2026, as part of a regular product iteration [9] Group 5 - Rui Meng Semiconductor has completed a new round of financing amounting to nearly 100 million yuan [11] - Beijing Human Shape Robotics Innovation Center has secured over 700 million yuan in market financing to advance its core technology platforms [11] - National Measurement Quantum Technology has announced over 100 million yuan in financing for its A++ round [11]

Group 1 - JD announced an investment of over 1.3 billion yuan in employee benefits during the Spring Festival, including overtime pay and bonuses for frontline workers [3] - OpenAI is shifting its focus towards the commercialization of ChatGPT, reallocating resources from long-term research, which has led to the departure of several executives [4] - Xpeng Motors has merged its autonomous driving and smart cockpit centers into a new General Intelligence Center, aimed at enhancing AI capabilities across various applications [7] Group 2 - Porsche's global deliveries are expected to decline by 10% in 2025, with a significant drop of 26% in the Chinese market, reflecting a strategic focus on maintaining brand value over sheer sales volume [11] - PepsiCo plans to reduce the prices of certain snack products by up to 15% in response to consumer feedback regarding high prices [12] - Douyin will stop the paid collection feature starting February 5, 2026, as part of a regular product iteration, which will not affect creators' monetization efforts [12] Group 3 - The AI Coding Plan service launched by Moore Thread aims to integrate domestic chips and models in the AI programming tool sector, offering various subscription plans [12] - The first AI percutaneous navigation robot in China has been approved for market release, enhancing the precision of minimally invasive surgeries [19] - QuestMobile reported that the monthly active user base reached 1.276 billion, with an average usage time of 186.2 hours, driven by the growth of AI applications [19]

Core Insights - Huawei is entering the automotive market with a focus on high-end SUV and luxury sedan segments, leveraging its successful product strategies to create a new brand, Qijing, which will launch a shooting brake model [2][12] - The shooting brake category is gaining traction in China, appealing to a younger consumer base seeking personalized and multifunctional vehicles [3][4] - The integration of electric and intelligent technologies in the shooting brake design enhances its appeal, combining elegance, practicality, and safety [6][10] Industry Trends - The automotive market is experiencing intense competition, with brands like Tesla leading the charge in offering low-interest financing, prompting a price war among various manufacturers [3] - The shift towards shooting brakes represents a departure from traditional SUV and sedan markets, as consumers seek unique designs and functionalities that reflect their lifestyles [4][11] - The rise of "self-pleasing consumption" indicates a change in consumer behavior, where vehicles are seen as extensions of personal taste rather than mere transportation [6][11] Product Development - Qijing's first model, a shooting brake, is designed with a focus on aesthetics and functionality, aiming to balance beauty and practicality [4][10] - The vehicle features a length of over 5 meters, width of nearly 2 meters, and height of approximately 1.5 meters, showcasing a sleek and low-profile design [8] - Advanced electric vehicle platforms allow for better space utilization and performance, enhancing the driving experience [10][15] Technological Integration - The Qijing model will incorporate Huawei's comprehensive solutions, including intelligent driving and smart cockpit technologies, aiming to meet high-end market standards [14][15] - The vehicle is equipped with hardware for Level 3 conditional autonomous driving, positioning it to be among the first to offer this capability once regulations permit [15] - The collaboration with top-tier suppliers ensures high-quality components, enhancing the overall product offering [14]

Core Viewpoint - Huawei is entering the high-end SUV and hunting coupe markets, leveraging its successful product strategy to create a new brand, Qijing, in collaboration with GAC, focusing on the hunting coupe segment which is gaining traction among consumers [3][4][6]. Group 1: Market Trends and Consumer Insights - The hunting coupe category, inspired by European aristocratic hunting lifestyles, is resonating with the demands of China's new generation of consumers, emphasizing individuality, elegance, and practicality [5][6]. - The automotive market is at a turning point, with traditional SUV and sedan segments facing intense competition, leading to a search for new growth areas, such as the hunting coupe, which offers a unique design and functional positioning [9][10]. - The rise of the hunting coupe reflects a shift in consumer behavior, where vehicles are increasingly seen as extensions of personal taste and lifestyle rather than mere transportation tools [12][19]. Group 2: Product Development and Technological Integration - Qijing's first model, the hunting coupe, combines electric and intelligent technologies, creating a new star in the personalized automotive market [7][10]. - The integration of electric vehicle platforms allows for better design and functionality, with Qijing's hunting coupe featuring a length of over 5 meters and a width of nearly 2 meters, enhancing stability and aesthetic appeal [16][18]. - The vehicle's design and engineering leverage advanced technologies, including a high-performance electric drive system and smart features, to enhance user experience and safety [19][26]. Group 3: Competitive Landscape and Strategic Positioning - Qijing aims to replicate Huawei's successful product development and marketing strategies, utilizing a closed-loop system that integrates user-centered design and high-quality manufacturing [21][24]. - The collaboration with top-tier suppliers like CATL and Bosch ensures that Qijing's hunting coupe is equipped with premium components, positioning it competitively in the high-end market [25]. - The vehicle is designed to support L3 conditional autonomous driving, potentially making it one of the first in its class to offer this feature once regulations permit [26].