根据乘联分会最新数据，全国乘用车市场2025年12月新能源批发销量万辆以上厂商，占总体新能源乘用 车当月批发销量的93%。根据1月初步汇总数据，这些12月新能源批发销量万辆以上厂商企业的1月销量 为83万辆。目前大部分厂商销量基本都已经锁定大数，因此按照上月结构占比结合本月数据，测算1月 的全国新能源乘用车批发销量为90万辆。根据月度初步乘联数据综合：2026年1月全国乘用车厂商新能 源批发预估90万辆，同比增长1%。 ...

Core Viewpoint - The article predicts a 25% growth in sales for Chinese new energy passenger vehicle manufacturers by 2025, aligning with the growth expectations set for the "14th Five-Year Plan" period [2]. Group 1: Market Predictions - The end of the new energy vehicle purchase tax exemption policy in December 2025 is expected to lead to a recovery period in January 2026, with some consumers likely to make purchases in December to benefit from the policy [2]. - January 2023 saw a decline of 8% in new energy vehicle sales due to the withdrawal of subsidies, while January 2024 experienced a positive growth despite the anticipated policy changes [2]. - The late timing of the 2026 Spring Festival and contributions from exports have positively influenced January's sales performance [2]. Group 2: Sales Data - According to the latest data from the Passenger Car Association, manufacturers with sales exceeding 10,000 units in December accounted for 93% of the total new energy passenger vehicle wholesale sales for that month [3]. - Preliminary data for January indicates that these manufacturers achieved sales of 830,000 units, leading to an estimated total of 900,000 new energy passenger vehicles sold nationwide in January, reflecting a 1% year-on-year growth [4][3]. Group 3: Leading Manufacturers - Key manufacturers such as GAC Aion, XPeng Motors, and Great Wall Motors reported significant sales figures in January, with GAC Aion leading at 21,635 units sold [8]. - Other notable performances include XPeng Motors with 20,011 units, Great Wall Motors with 18,019 units, and FAW Hongqi with 8,265 units [8]. - The total estimated sales for manufacturers exceeding 10,000 units in January amounted to 832,461, representing 93% of the total market share for that month [8].

中新网重庆2月4日电 (梁钦卿)记者4日从重庆市税务工作会议上获悉，增值税发票数据显示，2025年， 川渝往来贸易金额近万亿元，同比增长3.7%。 重庆市税务局2025年携手四川省税务局打造川渝"税费数据字典"，共享数据13万条，实现两地5632个银 行网点跨省缴纳社保费，助力加速构建区域统一市场。 在服务西部陆海新通道建设方面，重庆市税务局2025年持续优化出口退税业务流程，为企业办理出口退 (免)税同比增长超15%，组织开展跨境贸易涉税合规辅导，进一步助力重庆企业提升国际竞争力。 聚焦"入境游"不断增长趋势，重庆市税务局升级离境退税服务，扩围离境退税商店至290家，其中"即买 即退"商店50家，并在解放碑等4个核心商圈设立离境退税"即买即退"集中退付点。同时，重庆市税务局 还与四川省、云南省、陕西省、甘肃省税务局协作，统一退税审核流程和标准，实现离境退税"即买即 退"异地互认办理，为境外旅客提供更便捷的退税服务。 在推动长江经济带高质量发展方面，重庆市税务局2025年全面落实《绿色税收助力美丽重庆建设行动计 划》，推动绿色发展减税降费超96亿元，助力重庆走好生态优先、绿色发展之路。随着"以旧换新"政策 持 ...

Group 1 - The core viewpoint of the news is that Hua Bao Fund's overseas new energy vehicle stock funds experienced significant declines in January 2023, with the QDII C/A fund dropping by 5.95% and the QDII A fund by 5.91%, making them the worst performers among QDII funds for that month [1][2] - Both funds were established on May 23, 2023, and have cumulative returns of 55.54% and 57.12% respectively, indicating strong performance since inception despite the recent downturn [1] - The Hua Bao overseas new energy vehicle stock fund primarily invests in foreign-listed stocks related to the new energy vehicle theme, with top holdings including Nvidia, Rivian Automotive Inc-A, Tesla, Ferrari, NIO, Broadcom, Carvana Co-A, Pony.ai, Maywell Technology, and Xpeng Motors [1] Group 2 - The current fund managers are Zhou Jing and Zhao Qiyuan, with Zhou Jing having a background in risk management and serving as the Chief Investment Officer at Hua Bao Fund, while Zhao Qiyuan has held various roles since joining the company in July 2019 [1]

海南产经新观察："全国百强县"澄迈深耕"五大出海场景" 中新网海南澄迈2月4日电 (陈英清)海南省澄迈县县长徐涛4日在澄迈县两会上作政府工作报告时说， 2026年澄迈将深耕出海赛道，拓展"五大出海场景"，擦亮"要出海、来澄迈"城市标签。 "十四五"时期，澄迈地区生产总值从348.36亿元增加到559.92亿元，连续跨越两个百亿级台阶，经济总 量稳居海南省县级行政辖区之首，连续三年入选全国综合实力百强县。 徐涛说，2025年，澄迈推出"五大出海场景"，构建全链条出海服务体系，取得显著成效。 数字文化出海拉开帷幕。海南自贸港数字文化出海产业园、研究院、出海联盟相继揭牌成立，首批10家 企业已完成签约入园。虚幻引擎创新中心建设加快推进。 展望"十五五"，徐涛说，澄迈将聚焦"五大出海"领域，打造"出海场景创新区"，高质量建设"企业出海 的渡口"。2026年是"十五五"开局之年，也是海南自由贸易港全面实施封关运作开局之年，澄迈将深耕 出海赛道，拓展"五大出海场景"，擦亮"要出海、来澄迈"城市标签。 ——扩大"游戏出海"商业化规模。迭代升级游戏出海公共服务平台。推动游戏音频制作基地、海南游戏 直播与产业孵化中心建设。支持 ...

Core Viewpoint - The report highlights the achievements of Zhongshan during the "14th Five-Year Plan" period, emphasizing accelerated participation in the Greater Bay Area development and continuous optimization of urban development patterns [1] Group 1: Economic Development - Zhongshan's development pace in the Greater Bay Area has accelerated, with significant improvements in urban development patterns [1] - The Torch High-tech Zone has seen a continuous enhancement in development capabilities, with the construction of key industrial projects such as BYD, Cai Xun, and Oppein, leading to a comprehensive ranking of 40th among national high-tech zones, an improvement of 6 places compared to the end of the "13th Five-Year Plan" [1] Group 2: Infrastructure and Industrial Parks - The construction of the Cuiheng New Area has been expedited, with major industrial parks like the Zhongshan Life Science Park and Kangfang Bay Area Technology Park completed and operational [1] - Projects from major companies such as China General Nuclear Power Group and China Resources Gas have been introduced, contributing to the development of the region [1] - The basic completion of the "three vertical and three horizontal" road network on Ma'anshan Island and initial results in the eastern coastline remediation have been achieved, facilitating the formation of a high-quality new urban layout [1]

| 序 | 企业/集团 | 新能源汽车销量(辆) | | --- | --- | --- | | 1 | 比亚迪 | 210051 | | 2 | 吉利 | 124252 | | 3 | 上汽 | 85374 | | ব | 奇瑞 | 52131 | | 5 | 塞力斯 | 43034 | | e | 小米汽车 | 39000+ | | 1 | 零跑 | 32059 | | 8 | 理想 | 27668 | | 9 | 蔚来 | 27182 | | 10 | 广汽 | 26040 | | | | 数据来源：部分车企及上市公司外报数据 截至时间：2月2日 | 新年伊始，中国新能源汽车市场的竞争轮廓迅速显现，头部车企之间的差距在1月销量榜单中被进一步拉开。截 至2月2日，根据部分车企及上市公司对外披露的数据，比亚迪以超21万辆的新能源汽车销量位居行业首位，展现 出强大的市场竞争力，继续稳居中国新能源市场头部位置，并在主要车企中拉开明显差距。（深圳新闻网） ...

新能车ETF紧密跟踪中证新能源汽车产业指数，中证新能源汽车产业指数选取50只业务涉及新能源整 车、电机电控、锂电设备、电芯电池、电池材料等新能源汽车产业的上市公司证券作为指数样本，反映 新能源汽车产业龙头上市公司证券的整体表现。 截至2026年2月4日 14:15，中证新能源汽车产业指数(930997)上涨0.51%，成分股银轮股份上涨10.01%， 亿华通上涨9.47%，盟固利上涨5.91%，富临精工上涨5.87%，宁德时代上涨4.91%。新能车ETF(515700) 上涨0.57%，最新价报2.46元。 消息面上，1月新能源车销量亮眼，造车新势力阵营的零跑汽车、蔚来、理想汽车等主要车企实现销量 同比增长。华为鸿蒙智行成绩亮眼，1月交付量同比增长高达65.6%。 开源证券指出，在购置税减免退坡及梯度以旧换新补贴预计对主流价位段新能源车销量造成较大影响的 背景下，2026年重点看好高端化发展方向。尊界S800连续蝉联超豪华轿车市场冠军，重点推荐国产超 豪华领军车企江淮汽车。其次，问界、极氪9X等车型在高端车市场持续放量，也有望明显增强相关车 企的业绩，看好赛力斯、吉利汽车等后续发展。同时，海外市场将继续成为车 ...

2月3日，极氪官方发布声明，回应近期关于极氪8X的部分信息在网络上提前流传的情况。声明中指出， 相关内容的流出"打乱了既定的信息发布节奏"，极氪已与相关方进行沟通，并借此机会重申品牌对产品 发布秩序与信息公平的重视。 极氪8X是品牌基于浩瀚超级电混架构（SEA-S）打造的第二台旗舰SUV，也是极氪上半年最重要的全新 高性能旗舰车型。目前，该车型已进入量产前的大规模测试阶段。 极氪在声明中强调了其"好车不怕晚，慢就是快"的造车理念，表示将严格遵循大吉利体系在新车质量验 证、全场景测试、供应质量管理及生产工艺等方面的完整标准。品牌承诺，未来交付给用户的每一台极 氪8X，都将具备可靠的性能、成熟的品质与稳定的质量。 声明还提到，极氪8X的宣发节奏将严格基于车辆的真实状态逐步推进，旨在向市场与用户同步准确、及 时的信息。极氪认为，这不仅关系到产品信息发布的准确性，也体现了对所有关注和等待的用户及媒体 合作伙伴的尊重。 极氪期待与所有合作伙伴共同维护产品发布过程中的秩序与共识，携手"把更好的产品和服务，稳稳地 交到用户手中"。 随着新能源汽车市场竞争日趋激烈，极氪此次发声也凸显了其在产品节奏控制和品牌信息管理上的严肃 ...

Core Viewpoint - The introduction of the C-EVES (China Electric Vehicle Evaluation System) represents a significant innovation in safety assessment for electric vehicles, aligning with national strategies for high-quality development and emphasizing the importance of safety in gaining consumer trust [1][10]. Group 1: Innovation in Assessment - C-EVES introduces a "scene correlation" assessment logic that addresses the disconnect between traditional testing methods and real-world driving scenarios, focusing on a continuous evaluation of driving safety, battery safety, charging and discharging safety, and emergency safety [2][4]. - The assessment method aims for "full-chain risk penetration," transitioning from validating single risks to evaluating interconnected risks within user behavior [2][7]. Group 2: Focus on Key Risk Areas - The assessment framework targets four critical scenarios: - **Driving Safety**: Evaluates the vehicle's proactive protection against operational errors, revealing that many models only provide alerts without taking necessary safety measures [4][6]. - **Battery Safety**: Tests the battery's resilience under extreme conditions, with findings indicating variability in structural integrity among different models [4][6]. - **Charging and Discharging Safety**: Assesses vehicle performance under abnormal electrical conditions, highlighting areas for improvement in safety features during complex charging scenarios [4][6]. - **Emergency Safety**: Integrates fire research to evaluate escape routes and survival chances during thermal runaway incidents, identifying common shortcomings in emergency response features [5][6]. Group 3: Industry Collaboration - The C-EVES framework was developed through collaboration with over 20 organizations, including global NCAP institutions and major automotive companies, reflecting a consensus on enhancing safety standards in the industry [8]. - The process of creating C-EVES involved extensive discussions and expert reviews, showcasing an open and rigorous collaborative innovation mechanism [8]. Group 4: Future Implications - The launch of C-EVES is not only a technical innovation but also a profound response to the industry's safety development philosophy, aiming to build a robust safety framework for the future of the electric vehicle sector [10]. - This initiative is expected to contribute to the global discourse on automotive safety governance, positioning China as a leader in innovative safety solutions [10].