内容概况：作为机电设备中实现旋转部件与静止部件间信号、电流及数据稳定传输的核心基础件，导电 滑环的战略价值正随高端制造业升级而持续凸显。2024年，中国导电滑环行业市场规模约为27.55亿 元，同比增长5.43%。这一增长主要得益于新能源、半导体制造设备、工业机器人及高端医疗影像设备 等领域的快速发展。具体来看，风电大型化推动变桨系统对高可靠性滑环的需求激增，光伏跟踪支架的 智能化升级也拉动了信号传输类滑环的增量；半导体制造设备的高精度运动控制对低噪声、抗干扰滑环 提出严苛要求；工业机器人协作化趋势带动微型化、多通道滑环的应用普及；高端医疗影像设备如 CT/MRI对无磨损、高寿命滑环的需求持续增长。这些领域的协同发展不仅拓宽了导电滑环的应用场 景，更通过技术迭代与需求升级推动行业向高性能化、智能化方向迈进，为产业链上下游的协同创新提 供了强劲动力。 相关上市企业：凯中精密（002823） 相关企业：东材科技集团股份有限公司、浙江华正新材料股份有限公司、吉林省中研高分子材料股份有 限公司、湖南广信科技股份有限公司、金风科技股份有限公司、明阳智慧能源集团股份公司、远景能源 有限公司、运达能源科技集团股份有限公司、 ...

Core Insights - Chery Group achieved a total vehicle sales of 2.8063 million units in 2025, marking a year-on-year increase of 7.8% and surpassing 18.53 million cumulative users [2] - The company aims to reach a sales target of 3.2 million units in 2026, representing a growth of 14.03% compared to 2025 [3] Sales Performance - In 2025, Chery's export volume reached 1.344 million units, reflecting a year-on-year growth of 17.4%, maintaining its position as the top Chinese brand in passenger car exports for 23 consecutive years [2] - The sales of new energy vehicles (NEVs) reached 903,800 units in 2025, with a significant year-on-year increase of 54.9%, positioning the company among the industry leaders in both scale and growth [2] Brand Strategy - Chery's brand portfolio includes five distinct brands: Chery, Exeed, Jetour, Zongheng, and iCAR, with over 90% of new products launched in 2025 being NEVs [2] - Specific brand performances in 2025 include: Chery brand with 1.7009 million units, Exeed with 120,300 units, Jetour with 622,500 units, iCAR with 96,900 units, and Zongheng with 8,327 units [2] Future Outlook - Chery Group completed its listing on the Hong Kong Stock Exchange in 2025, marking the beginning of its global capital expansion [3] - The company plans to launch 17 key models in 2026, focusing on accelerating its transition towards electrification and intelligence [3]

02:16 记者：冯媛媛 从传统大宗干散货码头到智慧绿色示范港，日照港这场以"无人化""智能化"为核心的深刻变革，正将高质量发展的"新蓝图"细化为可感可及的"实景画"，为 保障国家能源物资畅通、服务区域经济发展提供更坚实的支撑。 新华社音视频部制作 走进日照港石臼港区南作业区，巨轮靠泊，卸船机自动挥舞抓斗；火车列队，翻车机自动翻转卸货；堆场之内，堆取料机按指令精准堆取……在这片占地 510万平方米的亿吨级单体干散货作业区，繁忙却不见人潮涌动，高效得益于"数字大脑"的指挥。 技术的革新不止于陆地。在碧海之上，港口首创风光互补零碳海上信息平台"龙睛塔"，实现海上大容量信息实时采集传输；开发的海洋数字孪生应用平台， 形成地形、气象、水流、船舶四维联动的航道全息展示，使船舶靠离泊效率提升10%，等待时间压缩20%。 港口是国民经济的晴雨表。2026年开年以来，山东港口日照港巨轮往来、装卸繁忙，智能化设备也在持续升级中。 ...

Core Viewpoint - The company, Zhenghai Magnetic Materials, is actively expanding its product applications in high-end sectors related to new energy, energy-saving, and intelligent technologies, particularly in areas such as electric vehicles and smart robotics [1] Group 1: Product Applications - The company's products are widely applicable in new energy sectors, including electric vehicles and wind power [1] - Applications also extend to energy-saving electrical appliances, energy-efficient elevators, and intelligent consumer electronics like smartphones [1] Group 2: Market Strategy - The company is aligning with emerging industry trends and seizing market opportunities, particularly in the potential market for intelligent robotics [1] - Zhenghai Magnetic Materials has received recognition as the "Most Valuable Material Company in the Humanoid Robot Field" and has begun small-scale supply to downstream customers [1]

Core Insights - Yika Technology announced a strategic investment of $45.6 million from Geely Holding Group, with shares priced at $1.67 each and a six-month lock-up period [2][5] - This investment follows a $150 million convertible bond agreement with ATW Partners in November 2024, marking another round of external financing within two months [2][5] - The funding is based on the long-term partnership and rapid business growth of Yika Technology, with Q3 2025 revenue reaching $219.9 million, an 11% year-over-year increase, and gross profit of $47.6 million, up 39% [2][5] Business Performance - The growth is primarily driven by the large-scale application of Yika's intelligent computing platforms in Geely's vehicle models [2][5] - Yika's technology products have a penetration rate of 77% within Geely's related brands [2][5] - The Antora® 1000 AI enhanced computing platform is utilized in the Geely Galaxy A7, while the Parker® platform supports the high-end AI cockpit of the Galaxy M9 [2][5] Market Expansion - Yika Technology is expanding into international markets, having announced in November 2024 that it will provide intelligent cockpit solutions for multiple models sold by the Volkswagen Group in Latin America, including Antora® hardware and the Cloud Mountain cross-domain software platform [2][5] - As of September 2025, nearly 10 million vehicles equipped with Yika's technology are operational across Europe, Asia, Australia, and Latin America [3][6] - The recent investment from Geely further strengthens the collaboration in the field of intelligence and provides funding support for Yika's ongoing R&D and global delivery capabilities [3][6]

分析人士认为，在中国市场，日产汽车一直以燃油车为基本盘，偏离以电动化、智能化为主导的市场 环境。"2010年左右，日产纯电轿车聆风在全球的销量尤为亮眼，但是在聆风之后的10年时间里， 日产在电动车领域明显掉队，尤其在中国市场，此前一款能打的电动车都没有。"该人士对第一财经 表示，日产中国连续7年销量下滑，主要在于其电动化转型缓慢，推出的新产品与中国消费者的需求 脱节，进而导致日产中国的市场份额连年萎缩。 2026.01. 13 本文字数：1493，阅读时长大约3分钟 作者 | 第一财经 黄琳 日产在中国的颓势仍在不断扩大。近日，日产中国发布2025年销售数据称，日产中国全年累计销量 约65.30万辆，同比下降了6.26%，较2018年的高点腰斩近60%。 这是日产汽车第7个年头在中国区销量下滑了。自2019年开始，日产汽车在中国的颓势已逐渐显 露，此后，日产中国销量降幅进一步扩大，并于2023年年销量跌破百万。官方数据显示，2018年 ~2025年日产中国的销量分别为156.4万、154.7万、145.7万、138.2万、104.5万、79.4万、 69.7、65.3万辆。 2025年5月，新任的日产CEO伊 ...

证券日报网讯1月13日，钱江摩托（000913）在互动平台回答投资者提问时表示，公司始终密切跟踪全 球交通出行、休闲娱乐及新能源技术的发展趋势，摩托车业务是公司的主营业务，公司持续巩固核心竞 争力，注重产品科技含量的提升，为产品搭载智能仪表、AMT自动换挡、ARAS驾驶辅助、智能电控混 动技术等多项新技术，将产品向电动化、智能化、网联化升级转型，成为全球骑行领域引领者。 ...

转自：北京日报客户端 新能源是我国汽车产业实现换道超车的关键领域，北汽全年新能源汽车销售突破39万辆，同比增长 95%，自主品牌加速转型，极狐、享界实现规模倍增，北京越野新能源占比接近40%，新能源商用车同 比增长82.3%；合资品牌同步发力，北京奔驰迎来成立20周年，MMA平台首款车型全新纯电CLA下 线，北京现代启动"智启2030计划"，首款纯电平台SUV EO羿欧上市。 去年年底，我国自动驾驶领域传来重磅消息，工业和信息化部首次准许两款车型获得L3级（有条件自 动驾驶）产品准入许可，其中一款车型来自北汽极狐。今年年初，北汽开启L3级自动驾驶规模化上路 试点，在自动驾驶这一定义未来出行的关键技术竞赛中加速奔袭。 不断在智能化领域创新也是北汽持续打造"技术尖点"的缩影。北汽福田卡文推出全球首款工程化液氢重 卡，实现全产业链自主可控；海纳川公司自主研发的电动汽车驱动电机转子，成功挑战55000转/分钟超 高转速。 来源：北京日报客户端 记者1月13日从北汽集团获悉，2025年实现整车销量175.2万辆，同比增长5.6%，其中，自主品牌加速成 长，销量达107万辆，占比超60%，新能源与国际业务增速大幅跑赢行业 ...

Core Viewpoint - Xiaopeng Motors has set an ambitious sales target of 550,000 to 600,000 units for 2026, representing a growth of approximately 28.1% to 39.7% from the 429,400 units expected in 2025, necessitating an average monthly delivery of over 45,800 to 50,000 units [4][5]. Group 1: Product Strategy - 2026 will be a pivotal year for Xiaopeng as it plans to launch seven new models featuring "super range extension" capabilities, including three super range products and four new dual-energy models [4]. - The new models include the Xiaopeng G01, a luxury 6-seat SUV, and the G02, a full-size flagship SUV, alongside two new Mona SUV models, D02 and D03 [5]. - Xiaopeng aims to enhance its product lineup in the mid-to-low-end market with the introduction of the Mona M03, which has significantly contributed to sales, accounting for nearly a quarter of total sales [8]. Group 2: Technological Advancements - Xiaopeng is focusing on smart technology, planning to implement its self-developed Turing chip and the second-generation VLA system to differentiate its high-end models [10][13]. - The latest models will transition to Turing chips, with the Max version featuring a single Turing chip with 720 TOPS of computing power, while the Ultra version will utilize three Turing chips for advanced driving and AI applications [13]. Group 3: Market Competition - The automotive market in 2026 is expected to be highly competitive, with Xiaopeng and Leap Motor targeting a combined sales goal of 1.6 million units, which may come at the expense of competitors like BYD and Geely [15][16]. - Both Xiaopeng and Leap Motor are entering the hybrid vehicle market, with Xiaopeng focusing on the 15-25 million price range, while Leap Motor targets the 10-20 million segment [16]. Group 4: Growth Challenges - Achieving high sales growth poses significant challenges, particularly as crossing the 500,000 sales threshold can complicate supply chain management and organizational coordination [17][18]. - The experience of other companies, such as Ideal, highlights the potential pitfalls of scaling operations rapidly, raising concerns about whether Xiaopeng and Leap Motor can successfully navigate these challenges [18].

Core Viewpoint - Hyundai Motor Group remains optimistic about its resurgence in the Chinese market, especially if the recent South Korea-China leadership talks lead to improved bilateral relations [2][3]. Group 1: Market Performance - Hyundai and Kia have shown signs of stabilization in the Chinese market over the past couple of years, with sales expected to improve by 14.8% for Beijing Hyundai to approximately 210,000 units in 2025, and 254,000 units for Yueda Kia [5]. - The overall Chinese passenger car market is projected to see wholesale sales of 29.55 million units in 2025, a year-on-year increase of 8.8% [5]. Group 2: Survival Strategies - The growth in export business has been a significant factor for Hyundai's short-term improvement, with exports now accounting for a higher percentage of their operations [7]. - Hyundai's sales network in China has not collapsed, and there remains a market for fuel-efficient vehicles among price-sensitive consumers in lower-tier cities [7][8]. Group 3: Future Outlook - The warming of South Korea-China relations is seen as a potential external benefit, which could enhance cooperation with local suppliers [11]. - Despite recent stabilization, Hyundai still faces structural pressures, with its performance in China lagging behind the global average [13]. - The success of future models, particularly in the electric and smart vehicle segments, will be crucial for Hyundai's long-term recovery in the Chinese market [14][18].