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AI智能汽车1月投资策略:特斯拉无接管横穿美国,工信部首批L3准入,看好智能化
Soochow Securities· 2026-01-07 02:30
Core Conclusions - The report highlights a significant shift in the commercialization of L4 autonomous vehicles globally, with L3 policies breaking new ground in China. Tesla has initiated fully autonomous testing without safety drivers in Austin, while Waymo has seen a 96.6% year-on-year increase in active users, reaching 1.64 million. Domestic players like Pony.ai and WeRide are expanding their commercial operations, indicating a robust growth trajectory in the sector [2][3][5]. Investment Framework - The investment framework emphasizes a spiral upward iteration of hardware and software, suggesting that each major upgrade in capability represents a paradigm shift in thinking. The report outlines a timeline from L1-L2 to L4, indicating a transition from basic functionalities to advanced autonomous driving capabilities by 2030 [6][7][10]. L4 RoboX Monthly Tracking - Tesla's Robotaxi business is rapidly expanding across multiple regions, particularly in Texas, where it has transitioned to fully autonomous testing. The report notes that Tesla's fleet has grown significantly, with plans to extend operations to Saudi Arabia and other states [20][21][23]. C-end Monthly Tracking - The report forecasts a retail sales volume of 22.81 million vehicles for 2025, reflecting a year-on-year growth of 0.2%. It also highlights the increasing penetration of new energy vehicles, projecting a sales volume of 1.32 million units in 2026, with a penetration rate of 60% [39][41][42]. Downstream Application Dimensions - The report categorizes potential investment opportunities in the Robotaxi sector, including integrated models (Tesla, Xpeng), technology providers (Horizon Robotics, Baidu), and the transformation of ride-hailing services (Didi, Cao Cao Mobility). It also identifies opportunities in Robovan and other autonomous vehicle applications [2][5][11]. Upstream Supply Chain Dimensions - The report outlines key players in the upstream supply chain, including manufacturers of autonomous vehicle components (BAIC BluePark, GAC Group) and core suppliers of chips, sensors, and control systems. It emphasizes the importance of partnerships and technological advancements in driving the industry forward [2][5][11].
现代汽车股价上涨超11%,创历史新高
Mei Ri Jing Ji Xin Wen· 2026-01-07 02:10
每经AI快讯,1月7日,现代汽车股价上涨超11%,创历史新高。 现代汽车股价创历史新高(资料图) ...
Faraday Future Announces Stockholders’ Day Save the Date for January 7, 2026, in Las Vegas, NV to Coincide with the Annual CES
Globenewswire· 2026-01-07 01:54
Core Insights - Faraday Future will host its Stockholders' Day on January 7, 2026, during CES, focusing on transparency, execution updates, and long-term value creation [1][6] - The event will be livestreamed globally, allowing stockholders and others to participate in real-time [1][4] Event Details - Date: January 7, 2026 - Check-in Time: 3:30 PM – 4:00 PM PST - Program and Q&A: 4:00 PM – 5:00 PM PST - Location: Renaissance Las Vegas Hotel, 3400 Paradise Rd, Las Vegas, NV 89169 [3][4] Program Highlights - The event will provide updates on the Company's progress, priorities, and next phase of execution, including: - Full FX Super One vehicle roadmap announcement covering mass production, sales, delivery, service, and ramp-up plan [5] - Upgrade of the Bridge Strategy from the Global Automotive Industry Bridge Strategy to the Global EAI Industry Bridge Strategy [5] - Private preview of new product categories [5] Company Overview - Faraday Future is a California-based global shared intelligent electric mobility ecosystem company, founded in 2014, aiming to disrupt the automotive industry with a user-centric, technology-first approach [7] - The flagship model, FF91, represents the vision for luxury, innovation, and performance, while the new FX brand strategy targets a broader market with middle-to-low price range offerings [7]
Faraday Future Announces Stockholders' Day Save the Date for January 7, 2026, in Las Vegas, NV to Coincide with the Annual CES
Globenewswire· 2026-01-07 01:54
The program is intended to provide stockholders with the latest development progress, business updates, and strategic insights regarding both the FF and FX brands.A livestream of the event will be available here: https://www.ff.com/us/2026-CES/ LAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or “Company”), a California-based global shared intelligent electric mobility ecosystem company, today announced that on January 7, 2026, coin ...
荣威D5XDMH:十万级混动SUV的全能之选
Xin Lang Cai Jing· 2026-01-07 01:40
满油满电实测续航超1600公里,百公里加速6.9秒,荣威D5XDMH用油电同价策略重新定义了十万级 SUV的价值标准。 随着新能源汽车市场的快速发展,10万至15万价位区间已成为众多家庭用户的选择目标。在众多SUV车 型推荐中,新能源汽车推荐榜单上,荣威D5XDMH凭借9.98万元起的限时售价和全面的产品力,迅速 成为十万左右口碑好的电车之一。 无论是家庭出行还是日常通勤,这款车型都提供了一个兼顾经济性、性能与舒适的出色选择。 01颠覆性定价策略 荣威D5XDMH的定价策略是其亮点之一。这款车型以9.98万至11.68万元的实际到手价切入市场,实现 了真正意义上的"油电同价"。 这一价格不仅低于同级合资燃油SUV约3-5万元,还享受新能源免购置税、绿牌免限行等政策红利。 在具体优惠政策方面,上海等地区用户可享受多重补贴叠加,包括1000元订金抵11000元的膨胀礼、最 高1.5万元的置换补贴以及区域专属补贴等。 部分地区的入门版车型补贴后价格甚至可低至8.78万元。 荣威D5XDMH直接瞄准了10万左右电车推荐和suv车型大全10万一15万这一核心竞争区间。与主要竞品 相比,其价格优势明显:比亚迪宋ProDM ...
长安汽车辟谣网传“取消年终奖”:不实信息
Xin Lang Cai Jing· 2026-01-07 01:39
1月7日,长安汽车不实信息举报中心发文称,针对近期网络上出现的"长安汽车取消年终奖"等不实信 息,公司严正声明如下: 2025年,长安汽车整体经营态势稳健,公司已根据年度经营实绩,按照激励标准制定并推进相应激励计 划,切实保障员工权益,助力企业可持续发展。 此类不实信息,已对长安汽车的品牌声誉及正常经营秩序造成严重负面影响。互联网不是法外之地,对 于编造、传播虚假信息的行为,公司将依法采取措施,坚决捍卫自身合法权益,共同维护清朗网络环境 与公平市场竞争秩序。 此前,网传消息称,国内某车企发出一则内部通知称:鉴于今年公司销量、利润率等的指标未达成年终 目标,所以今年没有年终激励奖。 公司考虑到各位员工的辛苦付出,2月份过年前会有一个相应激励,但暂时没有出相关方案,具体激励 等待通知,请大家理解。 责任编辑:李昂 1月7日,长安汽车不实信息举报中心发文称,针对近期网络上出现的"长安汽车取消年终奖"等不实信 息,公司严正声明如下: 2025年,长安汽车整体经营态势稳健,公司已根据年度经营实绩,按照激励标准制定并推进相应激励计 划,切实保障员工权益,助力企业可持续发展。 此类不实信息,已对长安汽车的品牌声誉及正常经营 ...
钱交了、单锁了、承诺却没了?极氪「食言」购置税兜底,数百车主怒斥「言而无信」
Xin Lang Ke Ji· 2026-01-07 01:13
在去年下半年,极氪就上线了一个"跨年购置税补贴" ,称只要在2025年12月31日24点前锁单,如因极氪原因导致车辆在2026年开票交付,极氪也 将提供购置税补贴,并在订单车辆尾款中予以抵扣。 这一承诺令不少车主吃下"定心丸" ,纷纷在政策窗口期下单购车。然而,当时间来到2026年,极氪却"食言"了。多位车主向《次世代车研所》栏目 反映,称自己已经在规定期限内锁单交定金,但跨年后极氪官方却表示"无法直接兜底购置税,仅能以积分进行补偿" 。 出品 / 新浪科技(ID:techsina) 作者 / 罗宁 根据相关政策,自2026年1月1日起,新能源汽车购置税政策迎来重大调整,从全免变为减半征收(按5%税率)。 车主李飞(化名)直言,自己在看到极氪官方此前承诺购置税兜底后,在2025年12月30日支付了定金锁单,而到了12月31日,销售告诉他车辆已 经下线了,但是他在极氪App上未看到生产和运输状态。销售承诺当天付款可以在2026年开票,并享受购置税兜底政策。但在付款后,到1月2日下 午,极氪销售却表示不能进行购置税兜底,只能给3万极氪App内的消费积分(大约等于人民币3000元,而车辆购置税大约在1.1万元)。 ...
The $160,000 Mechanic Job That Ford Can't Fill
WSJ· 2026-01-07 01:00
Ford's CEO says 5,000 jobs are open. Mechanics say there is little wonder why. ...
雷军透露新一代SU7预计2026年4月份上市 1月7日开启小订
Feng Huang Wang· 2026-01-07 00:49
雷军表示,新一代SU7在安全、智能和续航方面均有提升,全系标配激光雷达,辅助驾驶系统全面升 级,续航能力实现"重大突破"。新车还将提供新颜色、新轮毂和新内饰,并搭载更先进的智能底盘与智 能座舱系统。 凤凰网科技讯1月7日,小米创始人雷军通过社交媒体宣布,小米SU7将迎来首次改款,新一代SU7预计 于今年4月上市,并于今日上午10点开启小订。 雷军称,新一代SU7仍定位为"豪华高性能纯电轿车",并强调将继续通过OTA与服务升级提升用户体 验。 据其透露,小米SU7自2024年4月交付以来,截至发布日累计交付量已超过36万辆,月均交付超过1.7万 辆。汽车之家数据显示,过去一年该车型已成为"最畅销的20万以上轿车"。 ...
长安汽车:网传“取消年终奖”信息不实 已推进激励计划保障员工权益
Zheng Quan Shi Bao Wang· 2026-01-07 00:44
人民财讯1月7日电,针对近期网络上出现的"长安汽车(000625)取消年终奖"等不实信息,长安汽车1月7日发布声明称,2025年,长安汽车整体经营态势稳 健,公司已根据年度经营实绩,按照激励标准制定并推进相应激励计划,切实保障员工权益,助力企业可持续发展。对于编造、传播虚假信息的行为,公司 将依法采取措施,坚决捍卫自身合法权益。 ...