对新能源城配用户来说，在激烈的市场竞争下，如何选择一款经济高效、安全可靠又舒适智能的轻卡呢？ 不妨看一看陕汽商用车在2026合作伙伴大会上重磅发布的这款智云S300 Express新能源轻卡。据了解，该车不仅集成了陕汽商用车行 业前沿的科技成果，而且为用户提供了兼具卓越运营效率与出色可靠性的运输解决方案。 那么，为了更好地满足城配等细分市场用户的核心需求，这款全新车型有哪些焕新升级？请看第一商用车网的评测报道。 综合能耗较同级车型降低7.8% 经济高效 作为一款新能源轻卡，用户最为关注的便是整车在能耗与效率方面的表现。 首先，陕汽智云S300 Express新能源轻卡搭载了全新一代集成电驱系统，并依托运营大数据、驾驶员行为习惯及用户典型工况分析， 实现了车辆能量流的智能管控，帮助车辆能耗降低3.1%-3.5%。 另外，在安全性方面，陕汽智云S300 Express新能源轻卡拥有15项安全功能加持，实现了上下陡坡、紧急制动、雨雪行车等7大安全 场景的全面覆盖；通过对制动结构不断优化，整车刹车蹄片加宽30%、制动力矩提升13%、制动压力提升1.08Mpa、制动距离减少 12.2%；在EMB电子机械制动及EHB电子 ...

导读：理性看待2026年开年车市，既不必恐慌于单月下滑，也不应盲目乐观于个别高增长。 （文 / 观察者网 周盛明 编辑 / 高莘） 随着春节假期的临近，车企在春节前最后一个完整交付月的销量成绩陆续出炉。从整体来看，2026年1 月的销量呈现出"环比大幅回落，同比稳健上升的特征"。 值得注意的是，由于车企往往选择在年底刺激销量，所以大部分车企2025年12月的销量基数较高。此 外，由于1月为传统汽车销售淡季，叠加新能源汽车购置税补贴退坡、以旧换新和报废补贴规则修改等 政策换挡影响，所以大部分车企出现了"环比下滑"的趋势符合规律。 与此同时，车企同比增长的势头反映出汽车市场基本面依旧稳固，需求虽然放缓但并未衰退。从长期来 看，2026年车企可能会通过金融政策来刺激国内销量，而出海孕育的巨大潜力也正在成为车企获得增量 的重要来源。 传统车企获得出海先机 在出海方面，吉利1月海外销量为6.05万辆，同比大增121%。据悉，吉利汽车预计2026年的海外销量为 64万辆。 2026年1月，上汽集团的销量为32.74万辆，同比增长23.94%，环比下降约18.03%。 在出海领域，上汽表现也较为亮眼：公司1月海外销量为10 ...

（编辑 王雪儿） 证券日报网讯 2月2日，中研股份在互动平台回答投资者提问时表示，公司的PEEK产品下游应用领域包 括汽车产业、电子信息产业、高端制造及能源产业、医疗健康产业、航空航天领域等。公司高度重视包 括航空航天、人形机器人、医疗、新能源汽车，半导体及固态电池等在内的具有广阔前景的下游应用领 域，并积极结合下游应用领域进行材料研发。 ...

昆仑新能源材料技术（宜昌）股份有限公司（简称："昆仑新能源"）日前递交招股书，准备在港交所上市。 昆仑新能源曾在2023年6月向深交所递交招股书，但2024年3月撤回了上市申请，最终转道港交所，寻求在香港上市。 刚将注册地从廊坊迁到宜昌 昆仑新能源的历史可追溯至2004年11月，当时昆仑新能源由三名独立第三方成立为一家中外合资企业，公司名为香河昆仑化学制品有限公司。2010年9 月，郭营军加入昆仑新能源，担任总经理兼首席工程师，负责监管本集团日常运营、整体战略规划及技术开发。 2015年4月，郭营军从当时股东收购本公司的全部股权权益，此后公司成为由郭营军最终控制的有限责任公司。2021年12月，昆仑新能源改制为股份有限 公司，并更名为香河昆仑新能源材料股份有限公司。 2025年11月，考虑到宜昌市的电池材料资源及多元化客户群，使得能够整合全行业价值链能力，昆仑新能源将注册地址从河北省廊坊市搬迁至湖北省宜昌 市并随后更名为昆仑新能源材料技术（宜昌）股份有限公司。 9个月营收10亿亏14万 昆仑新能源成立于2004年，是中国最早研发及生产锂离子动力电池电解液的技术企业之一。昆仑新能源的客户群体涵盖动力电池、储能系 ...

Core Insights - The January 2026 sales data for new energy vehicles indicates a significant reshuffling in the market, with some brands experiencing substantial growth while others face declines [1][2][25] - The overall market is characterized by a cautious outlook due to factors such as the reduction of purchase tax incentives and the impact of seasonal demand fluctuations [2][25][47] Sales Performance - Hongmeng Zhixing led the sales with 57,915 units, showing a year-on-year increase of 65.6% but a month-on-month decline of 35.4% [4][24] - Aiqi (问界) achieved sales of 40,016 units, marking an 83% year-on-year growth despite a 29.82% month-on-month drop [4][30] - Xiaomi's sales reached over 39,000 units, reflecting a 70% increase year-on-year but a 22% decrease from the previous month [4][30] - Li Auto (理想) sold approximately 27,668 units, down 7.55% year-on-year and 37.5% month-on-month [4][32] - NIO (蔚来) reported 27,182 units sold, a 96.1% year-on-year increase but a 43.5% decline from December [4][33] - Xpeng (小鹏) saw a significant drop with 20,011 units sold, down 34.07% year-on-year and 46.65% month-on-month [4][36] Market Dynamics - The total retail market for narrow passenger vehicles in January is estimated at around 1.8 million units, reflecting a 20.4% month-on-month decline but a slight 0.3% year-on-year increase [2][26] - The automotive market is experiencing a clear division, with some brands thriving while others struggle, indicating a competitive reshuffle [2][25][47] Strategic Responses - Companies are launching financial incentives to stimulate sales, such as long-term low-interest financing options, as a response to market pressures [21][47] - The industry is expected to face intensified competition as companies adapt to changing market conditions and consumer preferences [47] International Market Performance - Geely (吉利) achieved sales of 270,167 units in January, a 1% year-on-year increase and a 14% month-on-month rise, positioning it as the top domestic automaker [37][39] - BYD (比亚迪) sold 210,051 vehicles, with a notable 43.3% year-on-year growth in overseas sales, despite a 30.11% decline in domestic sales [40][41] - Chery (奇瑞) reported sales of 200,269 units, with significant contributions from its export market [41][42] Future Outlook - Geely plans to launch 1-2 new models each quarter in 2026, aiming for a total annual sales target of 3.45 million units [39] - The overall sentiment in the industry remains cautious, with expectations of continued volatility and competition in the coming months [47]

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2][6]. Core Insights - The company is expected to benefit from the growth driven by the expansion of solid-state battery equipment and structural components, with a promising outlook for the solid-state battery equipment market [1][6]. - The company is actively developing new structural components and expanding into high-margin overseas markets, which is anticipated to enhance profitability [6][7]. - The report highlights the company's leading market share in lithium battery precision structural components and module/PACK equipment, with revenue expected to continue rising as lithium battery shipments increase [6][7]. Financial Data and Profit Forecast - Revenue projections for the company are as follows: - 2023: 2,448 million CNY - 2024: 2,464 million CNY - 2025E: 3,133 million CNY - 2026E: 4,633 million CNY - 2027E: 5,537 million CNY - The expected growth rates are 35.6% for 2023, 0.6% for 2024, 27.1% for 2025, 47.9% for 2026, and 19.5% for 2027 [5][6]. - The projected net profit for the company is: - 2023: 40 million CNY - 2024: 223 million CNY - 2025: 350 million CNY - 2026: 525 million CNY - 2027: 610 million CNY - The report anticipates a significant increase in net profit, with a growth rate of -142.3% in 2023, followed by 458.2% in 2024, and steady growth thereafter [5][6]. Industry and Company Situation - The company is focused on lithium battery precision structural components and module/PACK equipment, with a strong emphasis on developing solid-state battery dry-pressing equipment and expanding into overseas markets [6][7]. - The global sales of new energy vehicles are expected to continue rising, with significant growth in overseas market penetration and sales [6][7]. - The report notes that the company has successfully delivered dry-pressing equipment in collaboration with Qingtao Energy, indicating progress in solid-state battery production equipment development [6][7]. Unique Perspectives - Contrary to market views that the lithium battery structural component industry is highly competitive and limits profitability, the report suggests that the company can enhance profitability through diversifying structural component offerings, optimizing production efficiency, and expanding customer resources [6][7]. - The report argues that the demand for lithium battery production equipment will increase due to trends such as overseas automakers producing their own modules/PACK and the acceleration of solid-state battery industrialization [6][7].

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 主力合约收盘价（日，元/吨） | 132,440.00 | -15760.00↓ 前20名净持仓（日，手） | -151,323.00 | +2898.00↑ | | 期货市场 | 主力合约持仓量（日，手） | 347,698.00 | -24903.00↓ 近远月合约价差（日，元/吨） | 4,420.00 | +5400.00↑ | | | 广期所仓单（日，手/吨） | 32,241.00 | +1610.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 155,500.00 | -5000.00↓ 工业级碳酸锂平均价（日，万元/吨） | 152,000.00 | -5000.00↓ | | | Li₂CO₃主力合约基差（日，元/吨） | 23,060.00 | +10760.00↑ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | 2,045.00 | 0.00 磷锂铝石平均价（ ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2][6]. Core Insights - The company is expected to see significant growth driven by the expansion of solid-state battery equipment and structural components, with a strong outlook for the electric vehicle and energy storage markets [6][7]. - The company is actively developing new structural components and expanding into high-margin overseas markets, which is anticipated to enhance profitability [6][7]. - The report highlights that the company has a leading market share in lithium battery precision structural components and module/PACK equipment, with revenue expected to grow as lithium battery shipments increase [6][7]. Financial Data and Profit Forecast - Revenue projections for the company are as follows: - 2023: 2,448 million CNY - 2024: 2,464 million CNY - 2025: 3,133 million CNY - 2026: 4,633 million CNY - 2027: 5,537 million CNY - The expected growth rates are 35.6% for 2023, 0.6% for 2024, 27.1% for 2025, 47.9% for 2026, and 19.5% for 2027 [5][6]. - The projected net profit for the company is: - 2023: 40 million CNY - 2024: 223 million CNY - 2025: 350 million CNY - 2026: 525 million CNY - 2027: 610 million CNY - The report anticipates a significant increase in net profit, with a growth rate of -142.3% in 2023, followed by 458.2% in 2024, and steady growth thereafter [5][6]. Industry and Company Situation - The company is focused on the development of solid-state battery production equipment and has successfully delivered dry-pressing equipment in collaboration with Qingtao Energy [6][7]. - The global sales of new energy vehicles are expected to continue rising, with significant growth in overseas markets, which will drive demand for lithium battery equipment [6][7]. - The report notes that the company is well-positioned to benefit from the increasing demand for solid-state battery production equipment as the industry progresses towards commercialization [6][7]. Unique Perspectives - Contrary to market views that the lithium battery structural component industry is highly competitive and profitability is limited, the report suggests that the company can enhance profitability through product diversification, production efficiency optimization, and expanding customer resources [6][7]. - The report argues that the demand for lithium battery equipment will increase due to trends such as overseas automakers producing their own modules/PACK and the acceleration of solid-state battery commercialization [6][7].

近日，《证券日报》记者从业内独家获悉，2025年，全行业实现车险签单保费(包含商业车险和交强险) 约9963.7亿元，同比增长2.99%。已结赔款约6224.6亿元，同比增长4.06%。其中，新能源商业车险签单 保费约1576.1亿元，同比增长33.88%；已结赔款约799.2亿元，同比增长36.09%。 总体来看，去年车险整体保费维持低速增长，而今年1月份，受多种因素影响，已有多家险企的车险保 费出现显著下滑。有业内人士预计，1月份全行业保费同比将呈下滑态势。 去年车险保费整体低速增长 2025年，车险签单保费同比实现2.99%的小幅增长，市场以存量竞争为主。业内人士认为，随着我国汽 车保有量的持续增加，车险市场以存量业务为主的特征将长期延续，增量市场则主要集中在新能源车险 领域。同时，不同险企针对新能源车险的战略选择差异，或将重塑市场格局。 从增量市场来看，新能源车险无疑是增长主体，其商业车险保费同比增速远高于车险整体增速。业内人 士向记者表示，这一方面与我国新车销售结构有关。中国汽车工业协会近日发布的数据显示，2025年， 我国汽车销量为3440万辆，同比增长9.4%。其中，新能源汽车销量为1649万辆 ...

南方财经21世纪经济报道记者郑青亭、实习生郑丹凝北京报道 近日，在英国首相斯塔默访华期间，中国奇瑞商用车与英国利物浦市议会在北京签署合作协议。中国奇瑞商用车将把其欧洲总 部设在利物浦。这是该公司在欧洲设立的首个总部项目，标志着奇瑞商用车深度拓展欧洲市场迈出关键一步。 奇瑞控股集团副总裁、奇瑞商用车总经理巩月琼在接受21世纪经济报道记者专访时表示，第一阶段以销售业务为核心，将首先 投放新能源大VAN多功能商用车，随后逐步扩展至卡车、重型卡车等全系列产品。至于销售目标，他强调，在海外市场将坚 持"品质为先、服务至上"的策略，不急于追求规模，旨在稳步建立品牌口碑。 当被问到为何会选择利物浦作为欧洲总部，巩月琼回应道，"我们面向欧洲市场的产品布局，首先着眼于英国这一重要市场。在 选择具体落地城市时，我们综合考虑了当地经济状况、产业基础、区位优势、人力资源以及地方政策等多方面因素。利物浦作 为英国第二大港口和第五大城市，汽车制造业基础扎实，汽车人才资源丰富，这些条件都对我们拓展市场非常有利。" 在签约现场，利物浦市议会首席执行官陆睿德(Andrew Lewis)在接受21世纪经济报道记者专访时表示，奇瑞商用车选择利物浦 ...