日前，汽车补贴新政发布，若要全额补贴燃油新车需要15万元起，新能源需要16.67万元起的车型。 那么，按照这个标准来，盘点2026年第一季度超过15万起的重磅新车。既能享受全额补贴，又能体验最新技术。以下就为大家盘点其中几款值得关注的高 价值车型，为正在观望的消费者提供参考。 宝骏华境S 作为上汽通用五菱与华为深化战略合作的首款旗舰车型，宝骏华境S融合了亲民定位与高阶智能化配置，市场关注度持续升高。新车全面搭载华为乾崑智 驾ADS 4 Pro系统、鸿蒙座舱HarmonySpace 5以及乾崑车云HUAWEI IVCS，在智能驾驶与座舱交互层面具备领先实力。 车身尺寸方面，其长宽高达到5235mm，轴距为3105mm，定位中大型SUV，与理想L7等车型形成对标。最引人注目的是其预计15-20万元的售价区间，在 同等配置与尺寸车型中显示出较强的价格竞争力，适合注重智能体验与实用空间的家庭用户。 iCAR V27 iCAR V27以"家庭新硬派SUV"为定位，在硬朗设计风格与家庭用车需求之间寻求平衡。该车是品牌首款增程式车型，搭载奇瑞1.5T增程系统，纯电续航 达210km，CLTC综合续航则超过1200km，显著 ...

北京越野厂补加码4000元，至高享15000元国补 + 4000元厂补 北京越野"国补延续 BJ加码"活动，以双重补贴诚意献礼新年： 2026年1月1日，北京越野行业首发"国补延续 BJ加码"专项活动，以"国补+厂补"双重让利惠及用户，购BJ40增程全系车型至高享国补15000元，厂补 4000元，全国限量2026辆。 日前，国家发改委、财政部等部门正式发布了《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》，2026年1月1日起，对换购新能源乘用 车的，按新车销售价格的8%给予补贴，补贴金额最高1.5万元。 实际上，十多年来，BJ40全系持续火爆，历史累计销量已突破30万台，成为名副其实的"大单品"。 在多款实力车型的带动下，2025年北京越野销量全面上扬，年度累计销量突破14万辆大关。其中，BJ40增程的表现尤为亮眼，自2025年4月上市以来， 便持续热销，连续9个月稳居增程越野车市场销量第一，单月销量多次破万台，成为众多越野爱好者与家庭用户的首选。 销量攀升的背后是品质的支撑。在中国质量协会2025年NEV-CACSI中国新能源汽车行业用户满意度指数测评中，BJ40增程荣获硬派SUV细分市场 ...

【核心逻辑】海外方面，美国 GDP 数据数据公布，三季度 GDP 超预期增长 4.3%，创两年 最快增速，整体表现相对强劲，在一定程度上打击了降息预期。美国就业市场回温，上周 首申 21.4 万人，较前值小幅回落，整体数据显示劳动力市场仍具韧性。在缺乏新催化剂、 流动性偏紧的背景下，美联储会议纪要未能提振美股。接下来重点关注特朗普公布的下任 美联储主席人选情况。国内方面，政治局会议与中央经济工作会议延续"稳中求进"总基调， 继续实施更加积极的财政政策和适度宽松的货币政策；明年重点工作以扩大内需为首要任 务，核心在于推进城乡居民增收与释放服务消费潜力，同时依托创新推动新旧动能转换。 而 11 月经济数据显示工业生产韧性尚存，社会消费品零售同比增速降至 1.3%，内需表现 偏弱，仍需政策托底。关注国内 PMI 数据公布情况。 人民币汇率：7 关口迎终局检验 【行情回顾】前一交易日，在岸人民币对美元 16:30 收盘报 6.9901，较上一交易日上涨 197 个基点，创 2023 年 5 月以来新高，夜盘收报 6.9940。在岸、离岸人民币对美元一度 均升破 6.99 关口。人民币对美元中间价报 7.0348，较上 ...

文字早评 2025/12/31 星期三 2、发改委、财政部：2026 年支持汽车报废更新，购买新能源乘用车补贴车价的 12%；支持汽车置换更 新，购买新能源乘用车补贴车价的 8%； 但从大方向看，政策支持资本市场的态度未变，元旦后预计新的一年配置资金将逐步入场，中长期仍是 逢低做多的思路为主。 3、发改委、财政部：2026 年个人购买手机、平板、智能手表手环、智能眼镜等 4 类产品，给予 15%补 贴； 4、教育部：计划明年出台人工智能赋能教育相关政策文件，系统部署推进人工智能教育和应用。 期指基差比例： IF 当月/下月/当季/隔季：-0.17%/-0.46%/-0.63%/-1.58%； IC 当月/下月/当季/隔季：-0.02%/-0.56%/-1.04%/-3.46%； IM 当月/下月/当季/隔季：-0.05%/-1.02%/-1.82%/-4.86%； IH 当月/下月/当季/隔季：-0.05%/-0.10%/-0.04%/-0.33%。 【策略观点】 宏观金融类 股指 【行情资讯】 1、两部门发布个人销售住房增值税政策：不满 2 年按 3%全额缴纳，2 年以上免征； 国债 【行情资讯】 行情方面 ...

| 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | 0.26 | 2.53 | 18.96 | | 中盘指数 | 0.33 | 5.85 | 27.79 | | 小盘指数 | 0.36 | 4.42 | 23.56 | | 涨幅居前 | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 行业(％) | | | | | 家电零部件 | 5.24 | 13.89 | 57.7 | | Ⅱ | | | | | 电机Ⅱ | 4.46 | 9.81 | 47.01 | | 炼化及贸易 | 3.29 | 9.08 | 20.36 | | 自动化设备 | 2.39 | 8.75 | 28.39 | | 汽车零部件 | 2.33 | 8.93 | 25.51 | | Ⅱ | | | | | 跌幅居前 | 昨日 | 近 1 个月 | 近 6 个月 | | 行业(％) | | | | | 装修装饰Ⅱ | -3.08 | 6.02 | 37.72 | | 风电设备Ⅱ | -2.78 | 9. ...

摘要 供给博弈与需求托底在2026年交汇 在碳酸锂期货两个月涨逾六成、六氟磷酸锂站上 18 万元 / 吨附近之后，从电芯到正极材料的锂 电产业链，在 2026 年开年集体踩了一脚刹车： 1 月排产普遍下调，多家龙头正极企业宣布减产检修。 与之同时，中央与财政部门明确，消费品以旧换新的国家补贴将在 2026 年继续实施，并将 " 调 整优化补贴范围和标准 " ，业内围绕新能源汽车补贴结构变化的预期迅速升温。 在需求端未出现断崖的情况下，供给侧主动收缩，与补贴续期但 " 改玩法 " 叠加，构成 2026 年 锂电和新能源汽车产业的开年背景。 从电池到正极： 1月排产有组织"踩刹车" 证券时报援引 市场数据 显示，对国内前 20 家电池厂的排产统计结果是： 2026 年 1 月中国锂 电（动力 + 储能 + 消费）市场排产总量约 210GWh ，环比下降超4% ；同期全球动力 + 储能 + 消费类电池产量预计约 220GWh ，环比下降超 6% 。 花旗在最新研报中估算，内地五大电池制造商 2026 年 1 月规划产量环比或下降约 7% ，其中 有电池企业 规划产量下调幅度接近 10% ，弱于市场此前 " 低单位数 ...

最近市场如何 ？ 进入到 12 月份后，大家也知道补贴基本都停了，着急用车的更不会等到年底才下手，客流比之前下降一 些。不过焕新 001的关注度还可以，进店看这车的客户占30%。 虽然说了明年补贴延续，但具体政策还不明确，有一部分客户可能要等到 1月份再说了。目前公司给了购 置税兜底政策，也是希望能刺激大家尽快下单。 客户都是怎么买这车的 ？ 最畅销的车型还是95 max， 也 就是之前的we 95四驱，焕新版给了5000选装基金，基本都去选了布雷 博四活塞卡钳，占比差不多在五成左右，所以现在95的版本差不多要两个多月才能交付，卡钳供应链那 边的问题导致这个版本交付周期一拖再拖。（选四活塞，碳纤维后视镜，碳纤维尾翼基本都交付延期） 选择相对来说少点的配置是103 max后驱， 提车 周期差不多三周左右， 看 001的客户选单电机确实少 点，电没了能充，动力没了可就真没了，而且俩版本同价 。 做个预算单： 95 max 四驱 ，指导价269800，超级置换减10000，小订权益2000抵7000，双12礼券 500，实际开票价格254300，五年 分 期前两年免息 。 各位老板们好，我是极氪的销售顾问，今天来聊 ...

Core Viewpoint - Tesla has initiated a lawsuit against Wuyou Media over a contract dispute related to government subsidies for electric vehicles, marking its 30th similar lawsuit since July 2025, with defendants across various provinces in China [2] Group 1: Legal Actions and Responses - Tesla (Shanghai) Co., Ltd. is suing Hangzhou Wuyou Media Co., Ltd. for a contract dispute, with the court hearing scheduled for November 24 [2] - Wuyou Media claims that Tesla advanced a subsidy of 7,761 yuan for the purchase of a vehicle, which required the vehicle to be driven 20,000 kilometers within two years to qualify for the subsidy [2] - Other companies involved in similar lawsuits have reported that the claims range from 7,000 yuan to 15,000 yuan, with some reaching settlements before court [3] Group 2: Tesla's Financial Performance - Tesla's global revenue for the first half of the year was $41.8 billion, a decline of over 10% compared to $46.8 billion in the same period of 2024, primarily due to weak delivery volumes [4] - In the third quarter, Tesla's revenue was $28.1 billion, a year-on-year increase of 12%, with global vehicle deliveries reaching 497,000 units, up 7.4% year-on-year [4] - However, net profit for the third quarter was $1.77 billion, a 29% decline year-on-year, indicating challenges in profitability despite revenue growth [4] Group 3: Recent Sales Trends - In October, Tesla's sales in China dropped to 26,000 units, a significant decline of 63.64% from September's 71,500 units and a year-on-year decrease of 35.76% [4]

Core Points - Tesla has initiated a lawsuit against Wuyou Media for contract disputes, marking over 30 similar lawsuits since July 2025, involving various companies across multiple provinces in China [1] - Wuyou Media stated that Tesla had advanced a government subsidy of 7,761 yuan for vehicle purchase, which required the vehicle to be driven 20,000 kilometers within two years to qualify for the subsidy [1] - Other companies involved in similar lawsuits reported claims ranging from 7,000 to 15,000 yuan due to not meeting the mileage requirement for government subsidies [1][2] Financial Performance - Tesla's global revenue for the first half of the year was $41.8 billion, a decline of over 10% compared to $46.8 billion in the same period of 2024, primarily due to weak delivery volumes [2] - In the third quarter, Tesla reported revenue of $28.1 billion, a year-on-year increase of 12%, with global vehicle deliveries reaching 497,000 units, up 7.4% year-on-year [3] - However, net profit for the third quarter was $1.77 billion, a decline of 29% year-on-year [3] - In October, Tesla's sales in China dropped to 26,000 units, a decrease of 63.64% from September and a year-on-year decline of 35.76% [3]

Core Viewpoint - Tesla (Shanghai) Co., Ltd. has initiated a lawsuit against Hangzhou Wuyou Media Co., Ltd. over a contract dispute related to a vehicle purchase and subsidy repayment, with the court hearing scheduled for November 24, 2025 [3][5]. Group 1: Legal Proceedings - The lawsuit is based on a contract dispute where Tesla claims that Wuyou Media failed to meet the mileage requirement of 20,000 kilometers within two years, which is necessary to qualify for a government subsidy [5][10]. - Tesla is seeking the return of 7,761 yuan, which was an advance subsidy payment made by Tesla for the vehicle purchased by Wuyou Media [5][9]. - Since July 2025, Tesla has filed over 30 similar lawsuits against various companies across multiple provinces for contract disputes related to vehicle purchases and subsidy repayments [5][6]. Group 2: Industry Context - The issue of subsidy repayment is not isolated; it has been reported that several companies have received similar notifications from Tesla regarding the repayment of subsidies due to not meeting the required mileage [6][10]. - Tesla's policy states that if the vehicle does not meet the mileage requirement within the stipulated time, the company reserves the right to reclaim the subsidy amount that was initially advanced [10][11]. - The government policy, effective from 2019, stipulates that vehicles with operational mileage requirements must meet the 20,000-kilometer threshold within two years to qualify for subsidies [10][11].