"爸妈觉得这车安全，孩子喜欢全景天窗，我们更看重续航和充电方便。"大年初五，在南京西路太古汇 商场的一家汽车展厅内，李女士一家五口围在一辆新车旁热烈讨论。这样的场景，在今年春节假期并不 鲜见。随着新能源汽车日益融入日常生活，逛商场、走亲戚之余"顺便看个车"，已成为许多家庭的新年 俗。 金融政策再加码 （来源：上观新闻） 特斯拉门店里，家庭看车的场景很常见 在静安区大宁国际广场的长城汽车展厅，一对夫妻带着父母一起体验大六座的家用SUV魏牌全新蓝山， 门店也重点展示了三排大空间、儿童安全座椅安装、后排娱乐功能等。销售人员化身 "家庭出行顾 问"，帮家庭算好用车账、金融账。 消费者的购车决策也悄然生变，从追捧"花式配置"转向坚守"安全与稳定"，新能源汽车消费正迈入理性 发展的新阶段。 "上海的特斯拉车主春节返乡需求特别集中，节前车辆检测的预约排得满满当当。"特斯拉一线工作人员 党先生在接受采访时表示，针对春运长途出行，品牌春节期间重点加码服务保障。线下为返乡车主提供 车辆检测，聚焦电池、轮胎等核心部件；线上远程服务24小时在线，随时响应出行突发情况。 销售端，特斯拉全面开启"春节不打烊"模式，每家门店每日至少有七成 ...

Core Insights - The penetration rate of new energy vehicles (NEVs) in China is projected to reach 47.9% by 2025, with December 2025 marking the first month where it surpasses 50%, maintaining its position as the world's largest market for 11 consecutive years [2] - The transition of NEVs from a niche market to a mainstream consumer product is evident, with a significant increase in the variety of models available, including higher-end brands like Tesla and NIO [3][4] - Consumer preferences are shifting towards higher-value vehicles, as evidenced by the increasing presence of models priced above 200,000 yuan in the market [5] Market Dynamics - The growth of NEVs in rural areas, such as Zhuolu County, is accompanied by a structural shift in consumer preferences, moving from low-cost models to more diverse options that include premium brands [3][4] - The rapid expansion of charging infrastructure is supporting the growth of NEVs, with over 20 million charging facilities nationwide by the end of 2025, and a 56.2% year-on-year increase in private charging stations [6] - Despite the growth in infrastructure, charging anxiety persists, with only 28.7% of households having private charging stations, indicating a gap between infrastructure expansion and actual accessibility [6] Consumer Behavior - The demand for plug-in hybrid vehicles (PHEVs) is declining, with their contribution to the NEV market dropping from 69.7% in 2024 to 15.1% in the first three quarters of 2025, reflecting a market adjustment as pure electric vehicles become more affordable [7][8] - The average selling price of A-class gasoline vehicles has fallen below that of PHEVs, leading consumers to reassess the cost-effectiveness of hybrid models compared to traditional gasoline vehicles [8] - The willingness to pay for advanced driving features is low among consumers in rural areas, with a significant portion preferring basic, practical vehicles over those with high-tech features [9][10] Industry Trends - The 2025 NEV catalog includes a record 124 models, but there is a noted decrease in basic practical models designed for everyday use, as manufacturers focus on higher-margin products [10] - The current market environment allows consumers to make more informed choices, leading to a clearer understanding of genuine needs versus artificially stimulated demand [10]

1.1电芯与模组之间的热传导优化 在动力电池模组中，有很多电芯紧紧地排列在一起。当它们充放电的时候，会产生大量的热量，如果这些 热量不能及时散发出去，就会导致局部温度升高，进而影响整个电池的性能，导热胶在这时候就能发挥很 大的作用。 1.2电池Pack与冷却系统的热管理 到了电池Pack这个层级，导热胶一般用在模组和液冷板、风冷通道之间，起到热连接的作用。 长期稳定性 ：汽车运行的环境很复杂，可能会遇到零下40度到零上120度这样的高低温循环，还有振 动以及潮湿闷热的条件。所以导热胶必须能在这样的环境下 长期保持稳定的性能，不能因为环境的变 化而失效 。 填充界面间隙 ：电芯和散热结构，像液冷板、铝壳这些，它们的接触面其实并不是完全平整的。而空 气的导热能力很差，这会阻碍热量的传递。导热胶可以把这些空隙填满，减少热量传递过程中的阻碍， 也就是降低接触热阻，让散热的效率提高不少 。 控制均温性 ：通过合理安排导热胶的涂覆方式， 能让模组里不同电芯的温度保持均衡 ，不会出现有 的地方特别热，有的地方温度又不高的情况，避免了局部过热带来的问题。 缓冲震动 ：有些导热胶还具有粘接功能， 在帮助散热的同时，还能把电芯固 ...

2026年首月，国内皮卡在时隔近一年后重新实现同比正增长。尽管受市场透支及新能源购置税政策调整等因素影响，市场整体环比下 滑，但品牌竞争格局也呈现出新的变化。 | | 026EE | | | --- | --- | --- | | | 卡终端销量排行 | | | 排名 | 品牌 | 销量(辆) | | 01 | 长城 | 9185 | | 02 | 江铃 | 3097 | | 03 | 郑州日产 | 2989 | | 04 | 江西五十铃 | 1355 | | 05 | 江淮 | 829 | | 06 | 福田 | 742 | 具体请看第一商用车网带来的最新报道。 1月皮卡实销20814辆 同比增长3.33% 根据第一商用车网最新统计， 2026年1月，国内皮卡市场共计销售20814辆 （数据来源为交强险实销口径，不含专用类皮卡车型和出 口，下同），环比12月下滑18.56%，同比2025年1月增长3.33%，时隔近一年再次实现了同比正增长（上次同比增长为2025年2 月）。 从燃料类型来看，2026年1月份，国内柴油皮卡销量为14001辆，环比下滑12.82%,同比下降4.71%；纯电动皮卡销量为1295辆 ...

近日，知名调研机构杰兰路 LandRoads 给出的报告显示，国内2026 年1月新能源乘用车市场销量上，小 米已经跃升至第二。 报告显示，2026 年 1 月新能源乘用车总销量 56.3 万辆，同比下降 20%，环比下降 58%。 能源类型来看：纯电车型销量 34.4 万辆，同比下降 11%，环比下降 56%；插混车型销量 15.2 万辆，同 比下降 35%，环比下降 63%；增程车型销量 6.7 万辆，同比下降 15%，环比下降 52%。 2026 年 1 月乘用车市场新能源渗透率为 36.3%，相较上月 ( 57.4% ) 有较大下滑，与 2025 年 1 月 ( 38.5% ) 相比亦有些许下滑。 1 月新能源轿车销量冠军依然是吉利银河星愿，销量 1.49 万辆；其次是比亚迪秦 Plus DM-i 0.76 万辆、 MG4 EV 0.68 万辆；比亚迪海豚 0.58 万辆；五菱缤果 S 0.56 万辆。 此外，1 月新能源 SUV 销量第一是小米 YU7，销量 3.79 万辆，其也是 1 月新能源全品类销量冠军；其 次是蔚来 ES8 1.84 万辆；方程豹钛 7 销量 1.76 万辆；特斯拉 Mode ...

华夏时报记者 刘凯 张家口报道 春节期间，河北张家口市涿鹿县街头车流涌动。记者在轩辕路路口等候红灯时观察四周，前后左右四辆 车中，有两辆悬挂绿色号牌，分别为一辆极氪001与一辆五菱宏光MINI。两年前的同一时段，记者也曾 在该路口进行过统计，连续三个红绿灯周期，仅见一辆新能源车，且为外地牌照。 彼时尚属罕见的绿牌车，如今已成为县城早晚高峰车流中的常见面孔，密集停放于轩辕路两侧的停车 位。2025年，国内新能源市场渗透率达47.9%，12月单月首次突破50%，连续十一年位居全球首位。涿 鹿县虽无具体统计数据，但绿牌车在道路上的密集程度，较统计数据更具直观说服力。 然而，仅凭上述现象也不能说明"县城新能源市场爆发式增长"。记者经过实地走访，与经销商及车主深 入交流后发现，市场增长确为事实，但也伴随多重变量。 比渗透率更具表征意义的，是品牌结构与车型品类的变化。两年前，涿鹿街头的绿牌车以五菱宏光 MINI、长安奔奔等售价三四万元的小型车为主，核心卖点在于满足基础代步需求。如今，此类车型虽 仍占主流，但特斯拉、理想、蔚来等售价30万元级别的车型也已常见于县城街头。春节期间，记者在小 区门口观察二十分钟，记录到13辆绿 ...

Conference Information - The "2026 Thermal Management Liquid Cooling Industry Conference and Exhibition" will be held from June 10-12, 2026, at the Shanghai New International Expo Center, focusing on the application scenarios, core technologies, and industry upgrade needs of liquid cooling technology [2][3] - The event aims to address the challenges of high heat flow density in industries such as artificial intelligence, electric vehicles, and energy storage, where traditional air cooling solutions are becoming increasingly costly and difficult [2] Organizing Institutions - The conference is organized by DT New Materials, DT Future Industries, and Insight Thermal Management, with support from various associations and institutions related to new materials and technology [4] Event Schedule - The conference will feature a series of activities including registration, opening ceremonies, and parallel thematic forums over the three days, with specific time slots allocated for each event [5] Thematic Forums - The conference will include multiple thematic forums focusing on topics such as data center liquid cooling, power device thermal management, battery thermal management, and energy storage thermal management, highlighting advancements in materials and technologies [6] Exhibition Highlights - The FINE2026 exhibition will showcase five major themes: data center liquid cooling, energy storage and power semiconductor liquid cooling, liquid cooling materials and components, and manufacturing and processing equipment, providing a comprehensive platform for collaboration and procurement [7] Registration Fees - Early bird registration fees are set at ¥2200 for general attendees and ¥1200 for students, with standard fees of ¥3000 and ¥1500 respectively after the early bird period [8] Future Industry Focus - The FINE 2026 event aims to present innovations in new materials that are crucial for the development of future high-tech industries, emphasizing the importance of breakthroughs in materials for accelerating industrial transformation [15] Concurrent Events - The conference will feature over 30 specialized vertical forums and more than 300 expert presentations, focusing on cutting-edge technologies and trends in various industries including AI, aerospace, and renewable energy [19][17]

消息面上，敏实近期北美重大合作连续落地。2月9日，敏实与绿的谐波成立美国合资公司，开展人形机 器人关节模组总成业务。2月10日，敏实公告将与爱信精机株式会社及丰田通商株式会社成立合资公 司，以生产铝制车身骨架部件，其成立旨在加强北美市场汽车铝制车身骨架部件的供应体系。 长江证券发布研报称，敏实集团作为全球外饰龙头，2017年积极布局汽车电池盒业务，近年已成长为全 球电池盒头部企业，规模效应下盈利水平持续提升，后续随欧洲新能源渗透率持续提升助力公司主业快 速增长。同时，公司前瞻布局机器人、液冷、低空等领域，当下进展顺利，各项业务快速推进中，后续 有望打造公司多维成长曲线。 智通财经APP获悉，敏实集团(00425)午后涨超4%，高见45.7港元，创历史新高。截至发稿，涨3.79%， 报45.46港元，成交额2.99亿港元。 ...

Group 1 - The overall performance of the automotive market in Q1 2026 is relatively flat due to seasonal factors and prior consumption overextension, despite the support from the "trade-in" policy [1] - In January 2026, the retail volume of passenger vehicles in mainland China was 1.544 million units, a year-on-year decline of 13.9%, with domestic brands experiencing a 18% drop in retail volume [1] - The market share of domestic brands decreased by 3.5 percentage points to 57.5%, while joint venture brands performed better with a retail volume of 470,000 units, only a slight decline of 4% [1] Group 2 - The penetration rate of new energy vehicles (NEVs) significantly dropped to 38.6% in January, with NEV retail sales at 596,000 units, a year-on-year decline of 20% [2] - The penetration rate for domestic brand NEVs was 61.7%, down 19.2 percentage points, while luxury brands fell to 16.1%, a decrease of 23 percentage points [2] - The market share of new car manufacturers increased by 7.7 percentage points to 31.2% [2] Group 3 - The export of passenger vehicles continued to show strong momentum, with a total of 576,000 units exported in January, a year-on-year increase of 52% [3] - Domestic brands remain the main force in exports, with 476,000 units exported, a growth of 49%, while joint venture and luxury brands exported 100,000 units, achieving a growth rate of 65% [3] - The export of new energy passenger vehicles reached 286,000 units, a year-on-year increase of 103.6%, accounting for 49.6% of total exports, an increase of 12.5 percentage points [3]

(责任编辑：朱赫) 中国国家能源局19日公布数据显示，腊月二十八(2月15日)零时至正月初一(2月17日)24时，通过对纳入 国家充电设施监测服务平台的5.33万台高速公路充电桩进行统计，今年春节假期前三天高速公路新能源 汽车充电次数共计140.99万次，日均充电量达到1180.08万千瓦时，较去年春节同期增长63.05%，高速 公路充电基础设施运行平稳，有效保障了假期民众自驾新能源汽车探亲、旅游、返乡需求。 ...