离岸、在岸人民币对美元均升破6.97关口，刷新2023年5月以来新高。富时中国A50指数期货直线拉升， 突破15360关口，日内涨超0.5%。 1月2日，恒指新年首个交易日高开，截至10:25涨近1.8%，恒生科技指数涨幅扩大至3.4%。其中百度集 团涨超8.5%，突破去年新高。造车新势力普涨，理想涨近7%，蔚来、零跑汽车涨超1%。此外，网易涨 超5%，腾讯涨超3%。 2026年新年开端，亚洲资产大爆发，人民币升破6.97关口，贵金属全线上升！ （文章来源：21世纪经济报道） ...

格隆汇1月2日｜港股市场新能源汽车股集体上涨，其中，理想汽车涨超6%领涨板块，小米、比亚迪股 份涨超2%，吉利汽车、小鹏汽车、零跑汽车涨近2%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 02015 | 理想汽车-W | (0) | 6.63% | 69.150 | 1395.89 Z | | 01810 | 小米集团-W | | 2.39% | 40.240 | 1.05万亿 | | 01211 | 比亚迪股份 | 0 | 2.10% | 97.350 | 8875.59亿 | | 00175 | 吉利汽车 | | 1.96% | 18.250 | 1988.86亿 | | 09868 | 小鹏汽车-W | | 1.89% | 80.850 | 1545.55亿 | | 09863 | 零跑汽车 | | 1.85% | 49.520 | 704.08亿 | | 09866 | 蔚来-SW | | 1.46% | 41.560 | 1024.11亿 | | 01114 | BRILLIANCE CHI | ...

| 车企 | 2025年全年(辆) | 同比 | 2024年全年(辆) | | --- | --- | --- | --- | | 比亚迪 | 460. 24万 | 7.73% | 427.21万 | | 吉利汽车 | 302. 46万 | 38. 96% | 217.66万 | | 奇瑞集团 | 280.64万 | 7.80% | 260. 39万 | | 长城汽车 | 132.37万 | 7. 33% | 123.33万 | | 零胞 | 59.66万 | 103. 13% | 29.37万 | | 鸿蒙智行 | 58.91万 | 32. 38% | 44.50万 | | 小鵬 | 42.94万 | 126. 02% | 19万 | | 小米 | 预计超41万 | 预计超203% | 超13.5万 | | 理想 | 40.63万 | -18.82% | 50.05万 | | 长安启源 | 超40万 | 超173% | 14.63万 | | 劇来 | 32.60万 | 46. 90% | 22.2万 | | 奕派科技 | 27.58万 | 28. 30% | 约21.30万 | | 岚图 | 15.02万 ...

Market Overview - Asian assets experienced a significant surge at the beginning of 2026, with the Renminbi breaking the 6.97 mark against the US dollar, reaching a new high since May 2023 [1][2] - The Hang Seng Index opened high on the first trading day of the year, rising nearly 1.8%, while the Hang Seng Tech Index increased by 3.4% [1] Company Highlights - Baidu Group saw a notable increase of over 8.5%, reaching a new high after announcing plans to spin off Kunlun Chip for a Hong Kong listing [1] - Other companies in the new energy vehicle sector, such as Li Auto, NIO, and Leap Motor, also experienced gains, with Li Auto rising nearly 7% [1] - NetEase increased by over 5%, while Alibaba and Tencent both rose approximately 3% [1] Stock Performance - Baidu Group's stock price reached 142.70, with a rise of 11.20, reflecting an 8.52% increase [2] - Li Auto's stock price was 69.35, up by 4.50, or 6.94% [2] - New stock Biran Technology saw a dramatic increase of 110% after its hearing materials indicated a revenue growth from 62 million yuan in 2023 to 337 million yuan in 2024, with a backlog of 822 million yuan in orders [2] Currency and Commodity Trends - The offshore and onshore Renminbi both surpassed the 6.97 mark against the US dollar, marking a significant appreciation [3] - Precious metals saw a collective rise, with spot gold increasing by 0.7% and silver by 1.8%, with silver reaching a historical high of $83.62 [5] - Platinum and palladium both rose by 1.6%, with platinum achieving a 127% increase in 2025, the highest in 15 years for palladium [5] Institutional Insights - There is a growing interest from overseas investors in Chinese assets, particularly in technology and biotechnology sectors [6] - Major financial institutions like Goldman Sachs, UBS, and JPMorgan predict a sustained rebound for Chinese assets in 2026, driven by profit growth, accelerated innovation, and attractive valuations [6]

蔚来汽车和零跑汽车等中国电动汽车股大多攀升，12月份交付量同比强劲增长。比亚迪股价在香港市场 也上涨超过2%，投资者仍关注其乐观的海外销售势头。个股走势：蔚来股价上涨 1.7%，小米上涨 2.7%，零跑上涨 2.8%，比亚迪上涨 2.3%，理想上涨 6%，小鹏上涨 1.6%小米公司公告显示，其 12 月 汽车交付量突破 5 万辆。花旗集团分析师在研报中指出，这一成绩大概率达到了投资者的预期。花旗集 团预计，小米 2025 财年电动汽车交付量或将突破 41 万辆，超过其最新设定的 2025 年 40 万辆交付目 标。 ...

2025年已落幕，各大车企陆续披露12月销量成绩单，为全年收官。 从交付表现来看，鸿蒙智行单月交付89611台，零跑交付60423台，小米交付量超5万台紧随其后;蔚来交付48135台创下月度新高，理想、小鹏分别交出 44246辆、37508辆的成绩单;极氪也实现突破，月交付量首次迈过3万台门槛。 车企12月成绩出炉 今日，多家新能源车企相继披露全年及12月交付数据。 鸿蒙智行12月单月交付89611台，连续三个月创月度交付历史新高;全年累计交付589107台，年同比增长32%。 零跑汽车12月全系交付60423台，同比增长42%;全年累计交付596555台，同比增幅达103%。 小米汽车12月交付量超5万台，产品矩阵扩张计划同步曝光。据产业端信息，其2026年拟推出4款新车，包括SU7改款、SU7行政版，以及一款增程五 座SUV和一款增程七座SUV，其中SU7改款与增程七座SUV计划上半年推出，另外两款则安排在下半年至年底亮相。 蔚来12月交付新车48135台，同比增长54.6%，创下月度交付历史新高;全年累计交付326028台，同比增长46.9%，同样刷新年度交付纪录。 理想汽车12月交付44246辆，第四 ...

大型科技股中，阿里巴巴-W涨0.28%，腾讯控股涨0.25%，京东集团-SW涨0.63%，小米集团-W涨 0.25%，网易-S涨2.52%，美团-W平收，快手-W跌0.16%，哔哩哔哩-W涨1.4%。造车新势力普涨，理想 汽车、零跑汽车涨超1%；新股壁仞科技开盘大涨82%，市值达855亿港元。 离岸人民币兑美元升破6.97，最高升至6.9678，创2023年5月以来新高。美股在2025年最后一个交易日走 势向下，科技股走势拖低大市，三大指数均录得跌幅收市。美元低位靠稳，美国十年期债息回升至4.17 厘水平，金价急跌后有反弹，油价则有所回落。 1月2日，港股恒生指数开盘涨0.34%，报25717.42点，恒生科技指数涨0.58%，报5547.85点，国企指数 涨0.4%，报8949.76点，红筹指数涨0.56%，报4037.86点。 | 名称 | 最新价 | 涨跌幅√ | | --- | --- | --- | | 恒生科技指数 | 5547.85 | +0.58% | | 800700 | | | | 国企指数 | 8949.76 | +0.40% | | 800100 | | | | 恒生指数 | 2571 ...

小鹏汽车2025年交付新车429,445辆，同比增长125.94%。不过，其12月交付37,508辆，四季度交付量仅 116249辆，不及四季度交付指引。 随着销量大幅下滑，理想也掉出造车新势力销量前三，位列第五。前四分别为零跑、鸿蒙智行、极氪、 小鹏。 理想汽车1日公布2025年12月交付数据，12月交付44246辆汽车。第四季度，理想汽车交付109194辆。截 至2025年12月31日，理想汽车历史累计交付量为1540215辆，成为国内首个达成150万辆交付里程碑的新 势力品牌。 理想在2025年卖出了40.63万辆汽车，同比下滑了18.81%，相较于年初的70万辆目标，完成度仅 58.05%。尽管理想此前已经阶段性下调了销量目标指引，但曾经在去年越过50万辆大关的理想，如今 成为新势力车企中唯一销量同比下滑的车企，在"蔚小理"中率先掉队。 零跑汽车2025年12月交付新车60,423辆，同比增长42.11%；全年交付596,555辆，同比增长103.1%，创 新势力年销量新纪录。 小米汽车2025年12月交付量超过5万台，在连续三个月破4万之后，首次破5万。乘联会数据显示，2025 年1~11月，小米汽 ...

2026年首个港股交易日，三大指数集体高开，恒指涨0.34%，国指涨0.4%，恒生科技指数涨0.58%。科 指成分股普遍高开，携程、网易涨超2%，理想汽车、京东健康、哔哩哔哩、蔚来、零跑汽车均涨超 1%。 ...

Group 1 - Gestala, China's first ultrasound brain-computer interface company, was officially established, focusing on innovative technology for brain signal reading and analysis [3] - Ideal Auto delivered 44,246 vehicles in December 2025, with a total of 1,540,215 vehicles delivered since inception [4] - NIO delivered 48,135 vehicles in December 2025, a year-on-year increase of 54.6%, with total deliveries for the year reaching 326,028 vehicles, up 46.9% [4] Group 2 - Xpeng Motors delivered 37,508 vehicles in December 2025, a 2% year-on-year increase, with total deliveries for the year at 429,445 vehicles, up 126% [4] - Zeekr delivered 30,267 vehicles in December 2025, a historical high, with total annual deliveries of 224,133 vehicles [5] - Leap Motor achieved 60,423 vehicle deliveries in December 2025, a 42% year-on-year increase, with total annual deliveries of 596,555 vehicles, up 103% [5] Group 3 - DeepSeek published a new paper introducing a new architecture called mHC, aimed at addressing instability in large-scale model training while maintaining performance gains [4] - Anker Innovation responded to rumors of a 30% layoff, stating that the adjustments were part of a normal personnel restructuring for strategic upgrades [9] - Neuralink plans to start mass production of brain-computer interface devices in 2026, transitioning to a streamlined, nearly fully automated surgical process [10][12] Group 4 - The Chinese film box office for 2025 reached 51.832 billion yuan, a year-on-year increase of 21.95%, with domestic films accounting for 79.67% of the total [27] - The box office for the 2026 New Year's Day period surpassed 300 million yuan, with "Zootopia 2," "Avatar 3," and "Killing" leading the box office [29] - ListenHub's parent company MarsWave completed a $2 million funding round, with an annual recurring revenue (ARR) exceeding $3 million [23]