研发中心将作为亚太区技术研发枢纽，入驻400余名科研人才，聚焦智能座舱、新能源汽车电子系统、 轻量化材料等核心领域，承担亚太地区核心技术研发任务，打造"全球技术+本土适配"的研发高地。建 成后，将优先与中国长安、赛力斯集团等重庆本地车企开展联合研发，与重庆大学等高校深化产学研合 作，助力区域汽车产业向智能化、新能源化升级。 "研发中心将聚焦面向未来的出行方式，积极引领区域汽车产业生态向智能网联化升级。"弗兰克·奥尔 西尼表示，李尔已与重庆开展合作逾25年，建立了深厚的合作伙伴关系。以研发中心为新起点，李尔将 利用全球化布局优势，在产品开发、生产制造、供应链资源等方面与重庆市沙坪坝区开展全方位合作。 据重庆市沙坪坝区有关负责人介绍，2025年以来，当地全力推动智能网联新能源汽车产业集聚集成、扎 根扎堆，已招引落地行业头部零部件企业62家。2025年1月，李尔智能座椅生产基地正式落地，仅半年 时间就实现投产，助力地方加快构建完善"整车+零部件+后市场"全产业链生态圈。(完) 来源：中国新闻网 编辑：王永乐 (投资中国)美国李尔公司在重庆设立研发中心 中新社重庆12月9日电 (记者 钟旖)"中国是全球最重要的汽车市 ...

全国各省市的"十五五"规划建议正在赶来！ 规划建议明确，加快打造人工智能应用高地。构建高能级人工智能创新平台，高水平建设重庆人工智能 学院、重庆通用人工智能研究院，引育一批人工智能领军人才，加快突破基础软件、模型算法、群体智 能等领域核心技术。聚焦医疗、金融、教育、科研等领域打造一批垂类大模型、端侧大模型和智能体。 建设"人工智能+"市域开源新生态，迭代完善人工智能政策体系，打造集聚共享语料、模型服务等一站 式综合服务的人工智能创新孵化空间，加快建设人工智能开源社区。 重庆"十五五"规划建议提出，在加快构建具有国际竞争力的现代化产业体系方面，规划建议提出，打造 具有全球影响力的智能网联新能源汽车之都。强化龙头引领、数智驱动、品牌铸魂、生态聚能，整体推 进整车、零部件、后市场重塑升级，构建世界级智能网联新能源汽车产业集群。聚力做强领军链主企 业，全面提升汽车产业链主导力控制力。建设国家汽车芯片产业基地，拓展"车路云网图"一体化应用场 景。锚定高端定位构建先进质量管理体系，构建国际化营销服务网络，培育世界级高端汽车品牌。支持 领军企业牵头组建"人工智能+汽车"生态联盟，布局超快充、换电站、加氢站等设施网络，提速打 ...

工业和信息化部等6部门日前联合印发 《关于增强消费品供需适配性进一步促进消费的实 施方案》 （以下简称《方案》）。该《方案》提出，到2027年，形成3个万亿级消费领域和 10个千亿级消费热点。智能网联新能源汽车作为重点布局的3个万亿级消费领域之一，有望迎 来发展新机遇。 开拓万亿级消费赛道 中国汽车工业协会数据显示，今年前10个月，我国汽车产销量分别完成2769.2万辆和2768.7 万辆，同比增长均超过10%。其中，新能源汽车产销量分别完成1301.5万辆和1294.3万辆， 同比分别增长33.1%和32.7%。 值得关注的是，10月份新能源汽车销量达到汽车新车总销量的51.6%。这也是我国新能 源汽车月渗透率首次突破50%，彰显了中国市场对新能源汽车的强劲需求和消费转型的加 速。 "以往对新能源汽车增速的预测，主要基于电动化技术的演进。普遍观点认为，电动化初 期将经历高速增长，当其市场渗透率达到50%时，将进入一个相对均衡的发展阶段，增速会 趋于平缓甚至下滑。然而，智能化技术快速发展，正在成为推动新能源汽车产业升级的新动 力。"车百会理事长张永伟表示，智能化与电动化相互促进，形成了双向驱动的良性循环，智 ...

Core Insights - The 2025 National Industry Vocational Skills Competition concluded successfully in Chongqing, with over 800 participants competing in various technical fields [1][2] - The event emphasized the importance of integrating talent development with industrial needs, as highlighted by the Ministry of Industry and Information Technology [1] Group 1: Event Overview - The competition was co-hosted by multiple government bodies, including the Ministry of Industry and Information Technology and the Ministry of Human Resources and Social Security [1] - The theme of the competition was "Integration of Industry and Talent, Skills for the Nation," focusing on advanced fields such as smart connected vehicles and industrial internet applications [2] - Over 6,000 individuals participated in the selection process, with 408 teams reaching the finals [2] Group 2: Outcomes and Future Directions - A total of 24 first prizes, 96 second prizes, and 106 third prizes were awarded after two days of intense competition [2] - The Ministry of Industry and Information Technology plans to strengthen collaboration between central and local governments to enhance talent development in alignment with industrial needs [1] - There is a focus on promoting school-enterprise cooperation and building practical training bases to improve the quality of talent cultivation [1]

1.六部门发文:拓展汽车改装、房车露营等汽车后市场消费 2.重庆计划构建世界级智能网联新能源汽车产业集群 目录 国内新闻 3."车路云一体化"基础设施分级征求意见稿或年底发布 6.吉利在成都成立闪聚电池公司 注册资本5000万 7.Stellantis与宁德时代西班牙合资工厂开工建设 点 击 蓝 字 关 注 我 们 本文全文共 3742 字，阅读全文约需 12 分钟 8.海马汽车稳步推进氢能汽车示范运营 国外新闻 1.英国新政:纯电及插混汽车将按行驶里程缴税 2.泰国调整电动汽车政策 以应对潜在供应过剩 3.韩国提交特别法案 意在降低汽车关税 4.雷诺-吉利合资公司CEO:公司计划将巴西产量提高一倍 商用车 1. M9T发动机和混动总成轻卡顺利下线 2. 奇瑞商用车零米轻卡黄金船隆重上市 3. 零一智卡斩获"年度第一推荐电驱桥重卡"大奖 4. 再增两款 福田汽车微卡产品获碳足迹量化标识 11月25日，重庆市经济信息委党组书记、主任王志杰表示，"十四五"以来，重庆智能网联新能源汽车产业 已迈入全国第一方阵。未来5年，该市将通过强化龙头引领、数智驱动、品牌铸魂、生态聚能，整体推进整 车、零部件、后市场重塑升级，构 ...

Core Insights - The listing of Seres on the Hong Kong Stock Exchange marks a significant step for both the company and the Chongqing automotive industry, highlighting a transformation towards high-end and intelligent manufacturing [2][4] - Chongqing aims to produce over 953,000 new energy vehicles by 2024, representing a 22.2-fold increase from 2020, indicating rapid growth in the sector [2][6] - The successful IPO of Seres, raising a net amount of HKD 14.016 billion, showcases the competitive edge of Chongqing's new energy vehicle companies in the high-end market [2][5] Company Performance - Seres achieved a record revenue of CNY 145.176 billion in 2024, a year-on-year increase of 305.04%, and turned a profit with a net income of CNY 5.946 billion [4] - In the first three quarters of 2024, Seres reported revenues of CNY 110.534 billion and a net profit of CNY 5.312 billion, reflecting a year-on-year growth of 31.56% [4] - The company sold 51,456 new energy vehicles in October 2024, marking a 42.89% increase year-on-year [4] Industry Development - Chongqing's automotive industry is evolving, with 19 vehicle manufacturers and over 1,200 parts suppliers forming a robust ecosystem, led by companies like Changan and Seres [6] - The city aims to produce 2.54 million vehicles in 2024, with new energy vehicle production expected to grow by 90.5% [6] - The "33618" modern manufacturing cluster initiative aims to enhance the manufacturing structure and establish Chongqing as a key advanced manufacturing center by 2030 [6][7] Strategic Partnerships - Seres has formed strategic partnerships with leading companies like Huawei and CATL, creating a collaborative ecosystem to enhance its market position [8] - The Chongqing Industrial Investment Fund, led by Yufu Holdings, invested HKD 2.176 billion in Seres, setting a record for cornerstone investments in Hong Kong IPOs [5] Future Outlook - Seres plans to allocate 70% of the IPO proceeds to research and development, 20% to marketing and overseas sales, and 10% for operational expenses [9] - The listing is expected to provide a dual engine of "technology + capital" for Chinese automotive companies looking to expand globally, enhancing Chongqing's status as a hub for intelligent connected new energy vehicle innovation [9]

11月26日，特斯拉全球副总裁陶琳在社交平台发文称，无论是美国、中国还是欧洲，Tesla全球各生产 基地的供应商选择都采用同样严格、客观的标准，完全基于质量、总成本、技术能力成熟度以及长期供 货连续性。供应商的原产国或地理来源不构成排除性标准。 | 2025年11月27日星期四 | NO.1 六部门：加快布局新领域新赛道，聚焦智能网联新能源汽车 11月26日消息，工业和信息化部等六部门印发《关于增强消费品供需适配性进一步促进消费的实施方 案》，其中提出，加快布局新领域新赛道。聚焦智能网联新能源汽车、智能家居、消费电子、现代纺 织、食品、绿色建材等重点行业，开展双百典型创新应用专项活动，打造百个标志性产品、百家创新企 业和一批可体验可推广的新产品首用场景样板。 点评：六部门发布的方案明确指出将加快布局智能网联新能源汽车等新领域，显示出国家对未来产业结 构的重视。这将刺激相关企业在新能源汽车、智能家居和绿色建材等领域的投资与创新，有助于提升长 远竞争力。 NO.2 特斯拉高管辟谣"供应链去中国化" 点评：北京市"十五五"规划强调了在"双碳"目标下推进新能源汽车发展的战略，这无疑将为相关企业提 供广阔的发展空间。随 ...

Core Viewpoint - Chongqing is focusing on building a modern manufacturing cluster system called "33618" to enhance its industrial capabilities, aiming for an industrial output of 4 trillion yuan by 2027, with significant growth in key sectors such as intelligent equipment, food processing, and software services [1][2]. Group 1: Manufacturing Development - The manufacturing sector is the foundation of Chongqing's economy, with a target industrial output exceeding 2.7 trillion yuan by 2024 [1]. - The city has established a solid industrial base covering 39 industrial categories and all 31 categories of manufacturing [1]. - Chongqing's logistics system has achieved connectivity with 127 countries and regions globally, enhancing its industrial competitiveness [1]. Group 2: Key Industries - The three leading industries in Chongqing are experiencing significant growth, particularly in intelligent connected vehicles, with an expected production of 953,000 units in 2024 [2]. - The new generation of electronic information manufacturing is leading globally, with notebook computer production ranking first worldwide [2]. - The advanced materials industry has made breakthroughs, notably in nylon 66, breaking international monopolies [2]. Group 3: Industrial Cluster System - The "33618" modern manufacturing cluster system aims to promote high-quality development in manufacturing, focusing on three trillion-yuan leading industry clusters: intelligent connected vehicles, new generation electronic information manufacturing, and advanced materials [2]. - The system also includes upgrading to 500 billion yuan pillar industry clusters in intelligent equipment, food processing, and software services, along with developing six billion-yuan specialty industry clusters [2]. Group 4: Talent Development - The "14th Five-Year Plan" emphasizes the need for a high-quality technical talent pool to support industrial modernization and technological advancements [3]. - The third National Industrial and Information Technology Skills Competition focuses on integrating talent development with industry needs, promoting new technologies and processes [3].

Core Viewpoint - The "2025 China Automotive Supply Chain Conference" focuses on the theme "Chain Drives Industry Ecology, New Quality Drives the Future," aiming to explore opportunities and challenges in the automotive supply chain during the "14th Five-Year Plan" conclusion and the "15th Five-Year Plan" initiation [2][4]. Group 1: Conference Overview - The conference includes various activities such as a government-enterprise matchmaking meeting, a closed-door meeting, a main conference, four thematic meetings, and an event titled "China Automotive Supply Chain Collaborative Innovation National Tour - Chery Station" [2]. - The closed-door meeting discusses how supply chain enterprises can leverage technological innovation to support the leading advantage of the intelligent connected new energy vehicle industry during the "15th Five-Year Plan" period [2][4]. Group 2: Industry Context - The "15th Five-Year Plan" period is crucial for China to achieve carbon peak and transition from a major automotive country to a strong automotive country, with a focus on consolidating and expanding the leading advantage in the intelligent connected new energy vehicle industry [4]. - The automotive supply chain is undergoing deep transformation driven by electrification, intelligence, connectivity, and low carbonization [4][5]. Group 3: Key Participants and Discussions - The closed-door meeting is hosted by Fu Bingfeng, Executive Vice President and Secretary-General of the China Automotive Industry Association, who emphasizes the importance of building a controllable, resilient, and sustainable automotive supply chain system [4][5]. - Experts from various organizations, including the China Machinery Industry Federation and former executives from major automotive companies, analyze and discuss the future development of the supply chain industry [7]. Group 4: Challenges and Opportunities - The automotive supply chain is experiencing profound adjustments, and key topics include how enterprises can adapt to new conditions, drive innovation, and explore international development paths during the "15th Five-Year Plan" period [7]. - High-level leaders from major automotive companies share their insights on challenges and experiences in the development of their respective enterprises [9][10]. Group 5: Collaborative Efforts - The closed-door meeting gathers over 60 representatives from government, industry, academia, and research sectors to discuss opportunities and challenges in the automotive supply chain, aiming to provide intellectual contributions for sustainable development [11]. - The conference also features a series of thematic meetings and activities to further explore the automotive supply chain landscape [13].

Market Overview - The A-share market showed strong recovery momentum after a dip, with expectations for continued rebound, although there are concerns about sustainability due to external uncertainties and insufficient trading volume [1][9][10] - The total trading volume of the two markets was 18,121 billion, with the Shanghai Composite Index closing at 3,870.02 points, up 0.87% [5] Sector Analysis - The technology growth sectors, including semiconductor chips, AI themes, and robotics, are highlighted as potential investment opportunities, alongside cyclical industries such as photovoltaics, batteries, and chemicals [2][4][9] - The gaming sector experienced significant gains, driven by advancements in AI applications, which are expected to enhance content production and industry growth [6][7] - The light communication module sector is anticipated to remain in a high prosperity cycle, supported by AI computing power and data center upgrades [6] Investment Strategy - Investors are advised to focus on stocks with performance support while avoiding high-valuation stocks lacking earnings backing, emphasizing a balanced approach to sector rotation [2][9] - The report suggests that software development will be a key application area for AI, benefiting from increased efficiency and becoming a new revenue growth driver [8]