国外新闻 商用车 国内新闻 1 点 击 蓝 字 关 注 我 们 本文全文共 4014 字，阅读全文约需 13 分钟 目录 国内新闻 1.10%的车型将强制清退 中国再落地电车新规 2.广西春节期间新能源汽车充电量突破4900万千瓦时 3.3259万千瓦绿电直连项目推进实施 4.本田计划将中国产电动汽车卖回日本 5.华为乾崑发布新一代双光路图像激光雷达 6.优咔科技与享道出行达成合作 7.厚普股份:助力广元首座制加氢一体站正式落成 8.均胜电子与恩力动力合作 1.加拿大2月新车销量微降0.2% 2.英国2月份新车总销量同比增长3.6% 3.奔驰2026年印度将推11款新车 4.福特CEO:软件才是汽车行业最大挑战 1. 比亚迪轻商服务政策重磅升级 2. 北奔重汽入选第二批自治区科创飞地 3. 亿纬锂能与徐工动力签署战略合作协议 4. 深圳龙岗区功能型无人物流车政策破冰 10%的车型将强制清退 中国再落地电车新规 时间:2026.3.5 来源:快科技 作者:王一 2026年开年，《电动汽车能量消耗量限值第1部分：乘用车》正式实施，中国由此成为全球首个对电动汽 车电耗设定"强制红线"的国家。国家标委会数据显示，考虑 ...

Core Viewpoint - Huayang Group is positioned as a leading supplier of automotive electronic products and components, leveraging a dual-driven business model of "automotive electronics + precision die-casting" to navigate through industry cycles [1] Group 1: Business Model and Strategy - The company has developed a dual-driven business matrix focusing on automotive electronics and precision die-casting, with automotive electronics being the largest revenue source [1] - Precision die-casting targets lightweight components made from aluminum/magnesium alloys, benefiting from trends in new energy vehicle powertrains and chassis lightweighting [1] - Huayang Group has transitioned from consumer electronics to automotive components over the past 30 years and has embraced "software-defined vehicles" since 2017, aiming to become a global Tier 1 supplier [1] Group 2: Product Development and Innovation - The recent launch of the high-performance in-vehicle AI computing platform "Huayang AIBOX" has been designated by leading domestic automakers, marking a significant step in the mass production of edge large models [1] - This innovation is expected to optimize overall vehicle hardware costs while potentially becoming a new rapid growth point for the company [1] Group 3: Financial Projections - The projected net profit attributable to shareholders for the years 2025, 2026, and 2027 is estimated to be 843 million, 1.034 billion, and 1.309 billion yuan respectively [1] - Corresponding price-to-earnings ratios (PE) for these years are expected to be 20.37, 16.60, and 13.11 times [1] - The company has been given a "buy" rating based on these projections [1]

不过，新一线城市的薪资追赶速度正在加快，杭州（10165元/月）、南京（9624元/月）等薪酬水平接近广州，显示长三角经 济圈的辐射效应。鉴于新一线城市生活成本相对较低，未来极有可能成为"高性价比就业中心"。 交叉对比城市与员工层级的薪酬数据后发现，基层员工的地域间工资差距相对较小，而企业中高层高薪岗位更多集中在一线城 市，这也表明高端人才向北上深的流动趋势。 在全球经济格局深度调整、科技革新加速演进的大背景下，薪酬数据不仅是企业成本的账单，更是行业景气度与政策导向的晴 雨表。 在2026春节后招聘旺季来临之时，人力资源服务商前程无忧51job发布最新一期《人力资源白皮书》，其中薪酬部分对不同地 域、岗位层级、核心行业及热招职位的薪酬数据进行了分析和解读。 一线城市仍是高薪顶点 数据显示，在2025年全国重点城市月薪统计排名中，一线城市的薪资排名优势明显，其中上海（12742元/月）和北京（12518 元/月）表现最为突出，这反映出高新产业及高级人才密度对薪酬的强大支撑。 不过，制造业调薪幅度预计在2026年微降至4.0%。这意味着企业将更倾向于通过提升人效来对冲成本压力，具备跨学科背景 （如机械+软件）的复 ...

在全球经济调整与科技革新背景下，一线城市仍为高薪中心。 在全球经济格局深度调整、科技革新加速演进的大背景下，薪酬数据不仅是企业成本的账单，更是行业景气度与政策导向的晴雨表。 在2026春节后招聘旺季来临之时，人力资源服务商前程无忧51job发布最新一期《人力资源白皮书》，其中薪酬部分对不同地域、岗位层级、核心行业及热 招职位的薪酬数据进行了分析和解读。 交叉对比城市与员工层级的薪酬数据后发现，基层员工的地域间工资差距相对较小，而企业中高层高薪岗位更多集中在一线城市，这也表明高端人才向北上 深的流动趋势。 | 城市 | 平均月薪 | 城市 | 平均月薪 | | --- | --- | --- | --- | | 上海 | ¥12,742 | 青岛 | ¥8,436 | | 北京 | ¥12,518 | 重庆 | ¥8,367 | | 深圳 | ¥11,865 | 武汉 | ¥8,308 | | 广州 | ¥10,604 | 西安 | ¥8,246 | | 杭州 | ¥10,165 | 合肥 | ¥8,052 | | 南京 | ¥9,624 | 大连 | ¥7,945 | | 苏州 | ¥9,586 | 长沙 | ...

深 度 研 汽车行业 买入（维持） 汽车电子多点开花，营收利润稳健增长 华阳集团（002906.SZ）深度报告 2026 年 2 月 26 日 投资要点： S0340521070002 电话：0769-22110619 邮箱： liumenglin@dgzq.com.cn SAC 执业证书编号： S0340124020014 电话：0769-22117626 邮箱：wuzhenjie@dgzq.com.cn | 邮箱：wuzhenjie@dgzq.com.cn | | | --- | --- | | 研 | | | 主要数据 | 2026 年 2 月 25 日 收盘价（元） 32.70 | | 总市值（亿元） | 171.65 | | 总股本（百万股） | 524.92 | | 流通股本（百万股）524.73 | | | ROE(TTM) | 11.04% | | 12 | 月最高价（元） 35.94 | | 证 | 12 月最低价（元） 26.82 | | 券 | | | 究 报 告 | 股价走势 | | 资料来源：东莞证券研究所，iFind | | 股价走势 资料来源：东莞证券研究所，iFind 究 报 ...

（文/观察者网 张家栋 编辑/高莘） 据路透社当地时间2月23日报道，多家美系车企正在将L3级"无需注视"（eyes-off driving）自动驾驶视为商业化突破口，希望借此在竞争中抢占主动权。 其中，福特态度最为积极，该公司高管道格·菲尔德（Doug Field）表示，L3系统可在特定场景下让驾驶员把视线从道路上移开，"发短信或处理工作"，仅 在系统提示时接管即可。 在美国道路行驶的特斯拉 路透社 他强调，这项技术"可以立即为用户节省时间"，并计划自2028年起在更亲民的电动车型上部署。通用汽车也在推进类似能力，希望在现有L2基础上实现体 验跃迁。 但争议同样激烈。路透社援引多方观点指出，人机之间频繁切换控制权存在现实挑战。南卡罗来纳大学法学教授史密斯（Bryant Walker Smith）指出，系 统必须在发出接管警告后，仍能保持车辆安全行驶数秒，这在技术与责任界定上都极为复杂。 他表示，L3级自动驾驶面临的主要技术挑战是设计一个能够检测到需要人类干预、发出警告并持续行驶直到驾驶员接管的系统。"至少要6秒钟，可能还 要更久，从监管角度来看，更合理的做法是在足够多的运行条件下提供L4级自动驾驶服务，让人 ...

除此之外，导航增程、就近泊车、下车守卫等实用功能优化，无不体现出鸿蒙智行对用户出行场景的深 度洞察。 这远非一次简单的功能更新，而是鸿蒙智行在"软件定义汽车"时代的重要实践。通过将硬件能力与软件 创新深度融合，鸿蒙智行让车辆在春节这个特殊的时刻，实现了从单纯的"交通工具"向智能"出行伙 伴"的蜕变。 2026年春节，数以百万计的车主踏上了新春出行之路。在这短暂而美好的节日中，他们沉浸在团圆的味 道里，又满载着新一年憧憬而归。 而在"看不见"的角落里，一场静默的出行革命正在悄然发生。 春节前夕，1月30日，鸿蒙智行启动年度大规模OTA升级，覆盖尊界、问界、享界、智界、尚界等多车 型，通过63项新增功能与31项体验优化，为春节假期出行这一特殊场景量身打造了全方位的智能出行解 决方案。 此次升级，精准把握了用户在春节出行中的核心需求。安全层面，此次OTA强化了WEWA架构，进一 步提升跟车变道平顺性，eAES 2.0则增强了闪躲预判与障碍识别的能力，同时新增防御性驾驶功能，可 在弯道、路口主动干预，配合爆胎稳定控制等功能，形成全周期防护。 交互体验上，小艺大模型升级，对话更拟人；依托"组队出行"功能，可实现多车实时 ...

Core Insights - The sixth "Automotive Wind and Cloud Ceremony," organized by the China Central Radio and Television, concluded successfully, with the "family smart flagship SUV" Wanjie M8 winning the "Wind and Cloud 2025 Intelligent Vehicle" honor, showcasing its strength in the smart automotive sector and gaining recognition from both industry authorities and consumers [1][3]. Industry Overview - The "Automotive Wind and Cloud Ceremony" is recognized as one of the most authoritative and innovative annual events in the Chinese automotive industry, often referred to as the "Oscar of the automotive circle." It serves as a platform for showcasing technological innovations and gathering industry consensus, marking the development trends in China's automotive sector [3]. Company Highlights - Wanjie M8, launched in April 2025, has delivered over 150,000 units and integrates Huawei's Qian Kun intelligent driving ADS 4 system, featuring 30 high-precision sensors for comprehensive perception capabilities [3][4]. - The brand has established a product lineup including Wanjie M9, M8, M7, and M5, adhering to the "five high" standards of safety, reliability, performance, quality, and value, while combining traditional luxury with technological luxury [4]. Market Performance - Wanjie has officially entered the "million club," with total sales exceeding 420,000 units in 2025, achieving the highest average transaction price among new force brands, indicating a clear trend of high-quality development [6]. - The brand has received top rankings in various metrics, including NPS (Net Promoter Score), brand development confidence index, and preference index for brands priced above 300,000 yuan, establishing itself as a leader in the high-end automotive market [6]. Technological Advancements - Wanjie follows a "software-defined vehicle" development strategy, leveraging its innovative intelligent safety system and advanced technology platforms to create a comprehensive technical barrier from foundational architecture to user experience [6][9]. - The collaboration with Huawei enhances Wanjie's technological capabilities, translating cutting-edge technology into perceptible user experiences, thereby serving every user journey effectively [6]. Customer-Centric Approach - Wanjie has developed an intelligent service system that transforms traditional passive services into proactive and anticipatory care, embodying the principle of "serving users wholeheartedly" by focusing on both vehicle and user needs [7]. Future Outlook - As the wave of electrification and intelligence continues, Wanjie aims to deepen its focus on luxury smart electric vehicles, supporting the advancement of Chinese automotive brands in the global market through technological iterations and service upgrades [9].

Group 1 - The core viewpoint of the articles highlights the successful marketing and technological advancements of the AITO Wenjie M9, which has become a prominent feature in major events like the CCTV Spring Festival Gala [1][2]. - The AITO Wenjie M9 has achieved cumulative deliveries exceeding 270,000 units and has maintained its position as the sales champion in the 500,000 yuan vehicle segment for 21 consecutive months [2]. - In January 2026, the entire AITO model lineup delivered 40,016 units, representing a year-on-year growth of 83% [2]. Group 2 - The AITO brand has shown strong overall growth, with total sales surpassing 420,000 units in 2025 and an average transaction price of 386,000 yuan per vehicle [2]. - AITO Wenjie M9 was the only electric vehicle featured alongside major Chinese manufacturing achievements at the "China Manufacturing '14th Five-Year' Achievement Exhibition" [2]. - Securities firms have recognized AITO's strategic positioning in the high-end market, benefiting from Huawei's support, and have recommended the company as a key player in the high-end passenger vehicle sector [2].

Core Insights - The article highlights the significant performance of the AITO Wenjie brand in the Chinese electric vehicle market, particularly with the Wenjie M8 model, which has achieved a high average transaction price and substantial sales growth [1][3][11]. Group 1: Market Performance - AITO Wenjie achieved an average transaction price of 386,000 yuan, ranking first among new force brands, with total sales exceeding 420,000 units in 2025, marking two consecutive years of growth in both sales and average price [1]. - The Wenjie M8 model has delivered over 150,000 units within eight months of its launch, accounting for more than 35% of the brand's total sales, thus driving the brand's overall average transaction price upward [3][4]. Group 2: Product Features and Consumer Demand - The Wenjie M8 is positioned in the market with a price range of 359,800 to 449,800 yuan, catering to the growing demand for family-oriented vehicles that serve as mobile living spaces, rather than just transportation tools [4][7]. - The vehicle's success is attributed to its comprehensive "systematic scene solution," integrating advanced driving assistance, smart cockpit features, and safety measures tailored to family travel needs [8][9]. Group 3: Quality and Brand Positioning - The Wenjie M8 ranks second in quality among mid-to-large SUV models, reflecting market recognition of its product quality and indicating that Chinese brands have reached a leading level in the high-end market [5]. - The brand's strategy emphasizes a "Five High" standard—high safety, reliability, performance, quality, and value—shifting the industry focus from product competition to value competition [11][12]. Group 4: Innovation and Collaboration - AITO Wenjie has pioneered a cross-industry collaboration model with Huawei, integrating ICT technology into automotive design, which enhances the smart experience and differentiates the brand in the high-end market [12]. - This collaboration has led to a deep synergy from technology development to product definition, establishing a competitive edge in intelligent experiences and high-end value [12]. Group 5: Market Impact and Future Trends - The success of the Wenjie M8 is reshaping the competitive landscape of the 400,000 yuan SUV market, as consumers increasingly compare it with traditional luxury brands, indicating a shift towards valuing smart features and adaptability [13]. - The article concludes that the competitive advantage in the electric vehicle sector will increasingly depend on a systematic understanding of user needs and the ability to meet those demands through innovative product development [14].