中新网上海1月9日电 (李秋莹 李佳佳)1月8日，咨询公司罗兰贝格在上海发布了《预见2026：中国行业 趋势报告》(以下简称"报告")。该报告依托罗兰贝格专家团队对各行业的长期追踪与深度研判，聚焦汽 车、政府与公共、消费品与零售等关键领域，提供系统性趋势解析与前沿战略洞察。 展望2026年，罗兰贝格总结了六个关键变革主线：淘汰赛、深化转型战的进一步攻坚、国际化进一步纵 深、技术战、资本赛、AI战。罗兰贝格认为，2026年汽车行业的发展会按照这样的主线进一步区分各 主机厂、各部件公司、各汽车服务公司的市场身位。 在淘汰赛方面，"2026年，不管是整车公司、零部件公司还是经销商公司，头部集聚效益将更为明 显。"郑赟表示，未来中国汽车市场将形成几家头部、几家中部和大量尾部车企的格局，部件端市场格 局也会相应变化。 转型上，汽车从传统交通工具转变为智能设备，跨行业协同至关重要。郑赟指出，2026年会有更多企业 与芯片、软件、能源、云计算等行业开展合作。 技术、资本和AI层面，汽车核心产品力将不再局限于传统运输功能，而是体现为AI驱动的智能体形 态，如自动驾驶、新材料推动等。郑赟提到："当下在整体利润率承压的背景下，能 ...

汽车纵横全媒体 汽车行业在稳中求进、以进促稳导向中走过了不凡的2025年。一揽子积极政策，有效提振消费、挖掘增量潜能、增强内生增长动 力、净化改善竞争环境，让企业拥有获得感；行业上下携手"反内卷"，企业勇于破局，在竞合中有喜有忧。干字当头，生态共建， 汽车行业整体在守正创新、立破有序中实现精进式发展。 鉴往知今，驭势前行。《汽车纵横》重磅推出"封面故事"《精进2025——汽车行业10个十大年度盘点》大型专题报道。这是《汽车 纵横》连续第6年重磅推出汽车行业"10个十大"年度盘点。 本专题报道共10篇，分别为"十大年度热点""十大年度新政""十大年度人事变动""十大年度金句""十大年度品牌热点""十大年度融资 热点""智能网联新能源汽车十大年度事件""汽车供应链十大年度热点""中国汽车出海本地化十大年度事件""全球汽车行业十大年度 事件"。 来自竞争最激烈的前线，却指向超越竞争的共通命题。10位企业领袖，10个犀利洞察，共同组成一篇关于未来、责任与生存的年度 集体对话，铭记一个产业在关键节点上的集体清醒、自省与超越的勇气。 1 "吃掉花卷，摒弃内卷" 2025年6月，在重庆车展期间，时任长安汽车董事长的朱华荣响 ...

Core Viewpoint - The announcement of China's export controls on rare earth technologies coincides with the G7 and EU's plans to impose taxes on Chinese rare earths, highlighting a complex geopolitical landscape where Western nations seek to limit China's advantages while also desiring access to its resources and technologies [1][5]. Group 1: China's Export Control Measures - On October 9, China announced export controls on rare earth-related technologies to safeguard national security and interests, emphasizing that any unauthorized disclosure of these technologies will face severe legal consequences [7][11]. - The export controls encompass various technologies related to rare earth mining, smelting, metal processing, and magnet manufacturing, including installation, debugging, and maintenance of production lines [11]. Group 2: China's Technological Advantage - China holds over 90% of the global rare earth refining capacity, achieving remarkable efficiency and purity levels exceeding 99.99%, making it difficult for other countries to catch up [5][9]. - The development of China's rare earth refining technology has been a gradual process since the 1980s, where it took on challenging tasks and overcame technical bottlenecks to achieve a leading position in the industry [9]. Group 3: Geopolitical Implications - The export control measures are seen as a response to Western nations' strategic attempts to undermine China's technological capabilities in various sectors, including semiconductors and lithography [11]. - This move serves as a strategic defense in the ongoing trade war and supply chain tensions, emphasizing that technological control is crucial for maintaining competitive advantages in the global market [11].

Core Viewpoint - The article critiques the U.S. Chamber of Commerce's report, arguing that it reflects a long-standing narrative of blaming China for U.S. economic issues, while ignoring the complexities of trade relationships and the evolution of global markets [3][10]. Group 1: U.S.-China Trade Relations - The U.S. Chamber of Commerce claims that China has systematically undermined its commitments made upon joining the WTO, advocating for a tougher stance against China [3][5]. - The article highlights that the U.S. has imposed tariffs on Chinese goods, resulting in American companies paying over $90 billion in tariffs by 2020, which did not benefit China but rather filled U.S. government coffers [3][5]. - The report's focus on China's retaliatory tariffs on U.S. agricultural products is questioned, emphasizing that trade is reciprocal and not one-sided [5]. Group 2: U.S. Domestic Policies - The article points out that the U.S. employs aggressive industrial policies and national security laws, similar to the accusations it levels against China, such as the exclusion of Huawei from the market and substantial subsidies for domestic renewable energy companies [6][10]. - The U.S. has restricted exports of semiconductors and other technologies to China, which contradicts the narrative of advocating for free trade [6][10]. Group 3: Perception of the Chinese Market - Despite claims of a challenging business environment in China, U.S. investments in China remain significant, with over $160 billion in foreign investment in 2023, of which 4% is from U.S. companies [8]. - The article suggests that U.S. companies, including Tesla, continue to expand operations in China, indicating a recognition of the market's potential despite the criticisms [8]. Group 4: Global Trade Dynamics - The article argues that the U.S. Chamber of Commerce's frustrations stem from a loss of control over global trade rules, as the dynamics have shifted and China has evolved from a manufacturing hub to a competitor in high-tech industries [10][11]. - The narrative of maintaining a one-sided trade relationship is outdated, as global trade patterns have changed significantly, with China no longer merely an assembly line for U.S. companies [10][11]. Group 5: Future Implications - The article questions what further measures the U.S. can take against China, given that trade wars and technology restrictions have already been implemented, and global supply chains are increasingly independent [13]. - It concludes that the U.S. Chamber of Commerce's criticisms may not lead to any substantial changes in reality, as companies continue to navigate the complexities of the Chinese market [13].

Group 1 - The atmosphere in Washington was tense during the recent talks, with the Chinese delegation emphasizing mutual respect and cooperation, while the U.S. was reluctant to acknowledge its urgent need for negotiations [1][9] - The U.S. aims to lift restrictions on rare earth exports and increase agricultural purchases from China, but China is cautious and has not fully agreed to U.S. demands [3][6] - The U.S. is attempting to restrict Chinese access to AI chips, viewing this as a critical aspect of a broader technological and political struggle [3][5] Group 2 - The U.S. tariffs imposed under Trump's administration have negatively impacted American consumers and businesses, leading to a decline in domestic car sales and increased production costs for products like iPhones [5][6] - China has shifted its market dynamics, relying less on U.S. agricultural products due to competitive pricing from countries like Brazil and Argentina [6][8] - The recent court ruling against Trump's tariffs highlights internal divisions within the U.S. government, contrasting with China's strategic stability and resilience [9]

Core Viewpoint - Geely Auto emphasizes its commitment to a value-driven, technology-focused, quality-oriented, service-centric, brand-conscious, and ethically responsible approach in the automotive industry, advocating for open and healthy competition [1] Group 1: Company Strategy - Geely aims to play a leading role in supporting high-quality development within the industry by standardizing supplier payment terms to within 60 days, ensuring stability in the supply chain [1] - The company prioritizes user satisfaction and advocates for safety equity, making safety the top priority while achieving mass production of AI technology applications in vehicles [1] - Geely is committed to steady operations and high levels of integration and collaboration, guided by the "Taizhou Declaration," and is focused on deep resource integration and efficient synergy [1] Group 2: Industry Perspective - The advancement of anti-involution in the industry is expected to lead to more rational and orderly competition, with companies like Geely that adhere to long-termism and focus on enhancing comprehensive strength gaining a competitive edge in the future [1]