证券日报网讯 2月9日，一汽解放在互动平台回答投资者提问时表示，公司高度重视投资者沟通，始终 通过邮件、电话、交易所互动平台等渠道倾听投资者诉求。 （文章来源：证券日报） ...

新浪科技讯 2月9日晚间消息，日前，极氪向市监总局备案，主动召回2021年7月至2024年3月生产的部 分老款极氪001 WE 86版车辆，通过检查或远程诊断，为相关车辆免费更换动力电池，更换后三电质保 不变。 据了解，此次召回不涉及在售车型。极氪方面称，持续在安全领域大力投入，所有车型的动力电池安全 标准均超最新国标要求。对于已交付车辆，极氪依托全天候、多维度的云端监测系统，动态监测核心安 全指标并提前识别潜在风险。 新浪科技讯 2月9日晚间消息，日前，极氪向市监总局备案，主动召回2021年7月至2024年3月生产的部 分老款极氪001 WE 86版车辆，通过检查或远程诊断，为相关车辆免费更换动力电池，更换后三电质保 不变。 据了解，此次召回不涉及在售车型。极氪方面称，持续在安全领域大力投入，所有车型的动力电池安全 标准均超最新国标要求。对于已交付车辆，极氪依托全天候、多维度的云端监测系统，动态监测核心安 全指标并提前识别潜在风险。 责任编辑：何俊熹 责任编辑：何俊熹 ...

据市场监管总局2月9日消息，日前，上海蔚来汽车有限公司根据《缺陷汽车产品召回管理条例》和 《缺陷汽车产品召回管理条例实施办法》的要求，受委托向国家市场监督管理总局备案了召回计划。 召回编号S2026M0017I：自即日起，召回2018年3月16日至2023年1月16日期间生产的ES8、 ES6和EC6纯电动汽车，共计246229辆。本次召回范围内的部分车辆，由于软件问题，可能在特定 条件下出现短时间的仪表及中控屏黑屏，期间无法为驾驶员提供必要的车辆信息及功能（如车速信 息、故障报警提示、除霜除雾功能等），存在安全隐患。 编辑：小羊 ...

Core Viewpoint - The company, Seres, plans to divest its Blue Electric vehicle assets to optimize its asset structure and focus on its more profitable AITO brand, while ensuring that the divestment does not affect its robotics business [1][7]. Group 1: Agreement Details - On February 8, Seres signed a cooperation agreement with the Chongqing Shapingba District Government to divest Blue Electric's existing assets [2][4]. - The agreement is an intention-based contract, and specific agreements will be signed based on project progress [4]. - The divestment will involve the establishment of a new company funded by the divested assets, with the Shapingba District Government and other investors contributing capital [5]. Group 2: Ownership Structure - After the divestment, the new company will have approximately 33.5% ownership held by the Shapingba District Government's SPV, 18.5% by other investors, and 32% by Seres and designated entities, with 16% allocated for employee stock ownership [5][6]. - Seres will only appoint one member to the new company's five-member board, indicating a loss of controlling interest in Blue Electric [6]. Group 3: Market Reaction and Performance - Following the announcement, Seres' A-shares closed at 110.98 yuan per share, with a total market capitalization of 193.33 billion yuan, reflecting a 1.74% increase [1]. - The Hong Kong shares also saw a rise, closing at 99.4 HKD per share, with a market capitalization of 173.15 billion HKD, up by 2.68% [1]. Group 4: Strategic Focus - The divestment is part of Seres' strategy to focus on the AITO brand, which has shown strong performance, contrasting with the lower market recognition and sales of Blue Electric vehicles [6][7]. - Blue Electric has not received significant promotional investment from Seres, and its market presence has diminished compared to the AITO brand, which achieved significant sales milestones [6][7]. Group 5: Robotics Business - The divestment of Blue Electric assets will not include the robotics business, which remains a key area of focus for Seres [8][9].

Core Viewpoint - Toyota's Century Coupe concept car is nearing production, with a more aggressive powertrain configuration than previously expected, potentially featuring a twin-turbo 6.0L V12 hybrid system instead of the 4.0L twin-turbo V8 used in the GR GT model [1][7][8] Group 1: Powertrain and Performance - The new V12 engine is expected to produce over 800 horsepower, aligning with Toyota's strategy to establish the Century as an independent ultra-luxury brand [8] - The Century Coupe is anticipated to feature an E-Four electric all-wheel-drive system and may offer an 8-speed or 10-speed automatic transmission [10] Group 2: Design and Features - The production model is likely to retain the design elements of the concept car revealed in October, although some SUV-like features may be toned down [5][10] - The interior layout may shift from the extreme two-seat design of the concept to a more practical four-seat configuration to balance luxury and usability [11] Group 3: Pricing and Market Position - The Century Coupe will be sold in limited quantities, with a starting price in Japan expected to exceed 30 million yen (approximately 1.322 million RMB), and high-end versions potentially reaching 50 to 70 million yen (approximately 2.203 to 3.084 million RMB) [11] - This pricing positions the Century Coupe alongside luxury models such as the Bentley Continental GT and Rolls-Royce Wraith, while also emphasizing Toyota's commitment to reliability and durability [11] Group 4: Release Timeline - The production version of the Century Coupe is expected to be launched in 2027, coinciding with the 60th anniversary of the Century brand and its transition to an independent brand [6][12]

Economic Context - The current economic predicament in the U.S. stems from long-term structural issues, which are expected to fully manifest during trade frictions with China in 2025 [2] - The U.S. dollar's status as a global reserve currency allows for easy capital acquisition, leading to significant inflows into stock and bond markets while neglecting manufacturing investments [2] Trade Policies and Impacts - In early 2025, the Trump administration attempted to reverse the situation by imposing tariffs ranging from 10% to 145% on Chinese goods to stimulate domestic production and reduce trade deficits [4] - This approach exacerbated domestic inflation as importers passed additional costs onto consumers, resulting in an average household expenditure increase of several hundred dollars [5] Manufacturing and Supply Chain Challenges - The U.S. has attempted to relocate factories to Vietnam or Mexico; however, these regions lack the necessary infrastructure and skilled labor compared to China, leading to production delays and quality issues [7] - The U.S. relies on China for over 80% of its refined rare earth minerals, posing supply risks to defense equipment like the F-35 fighter jet [7] Response from China - In April 2025, China introduced a rare earth export licensing system, impacting seven rare earth elements and requiring approval for products containing trace amounts of Chinese rare earths, mirroring U.S. export control practices [9] - This move directly targets U.S. technology and defense industries, forcing companies to reassess suppliers and increase compliance costs [9] Economic Consequences - The only operational rare earth mine in the U.S. still needs to send ore to China for processing, with establishing an independent supply chain estimated to take 5 to 15 years [11] - Following the tariff announcement, the U.S. stock market dropped over 2%, raising concerns about an economic recession [11] Strategic Implications - The U.S. economic model, heavily reliant on financial bubbles, has neglected the stability of its manufacturing base, amplifying vulnerabilities in the trade war [13] - China's strategy has shifted from defensive to proactive, establishing global rules through licensing systems that increase U.S. dependency [15] Future Outlook - If the U.S. attempts to reintroduce tariffs, China can readily reinstate controls, shifting the balance of negotiations in its favor [21] - The ongoing situation illustrates that a firm stance can protect national interests and promote fairness in global trade [21]

Core Viewpoint - The article discusses the significant price drop of the Audi A3, questioning whether it can still be considered a luxury car when its price has fallen to the level of more affordable models [4][46]. Group 1: Price and Sales Trends - The Audi A3, which previously had a starting price of around 19 million yuan, is now available for as low as 11.5 million yuan, with some dealers offering it for as low as 9.9 million yuan [13][15]. - Sales of the Audi A3 have drastically declined, with only 54,700 units sold in 2024, marking a five-year low, and a 22% increase in sales expected in 2025 due to aggressive pricing strategies [13][21]. - The overall luxury car market in China is experiencing a downturn, with a 9.6% decline in sales for luxury brands in 2025, and Audi's total sales in China fell by 5% to 617,500 units [21][22]. Group 2: Competitive Landscape - The price drop of the Audi A3 has led to increased competition with models like the Volkswagen Golf, which shares the same platform and engine but is priced lower [24][31]. - Other competitors in the same price range, such as the BYD Qin PLUS and Nissan Sylphy, offer better space and practicality, making them more appealing to family-oriented consumers [31][32]. - The Audi A3's lack of advanced technology and higher maintenance costs compared to competitors are significant drawbacks that affect its market position [31][32]. Group 3: Consumer Sentiment - Consumers like the A3 for its aesthetic appeal and driving experience, but many do not view it as a luxury vehicle anymore, focusing instead on practicality and personal preference [46][47]. - The emotional value associated with owning an Audi is still present, but the perception of luxury has diminished as the price has dropped significantly [30][46].

来源：12缸汽车 Stellantis集团半年报显示亏损约1500亿元，股价单日暴跌超20%，市值蒸发近700亿欧元。集团CEO安 东尼奥·菲洛萨将原因归结为"高估了能源转型的推进速度"。 面对困局，Stellantis将目光投向了中国——投资零跑、合作小马智行、采用宁德时代电池，试图通 过"中国方案"驱动全球转型。 作为Stellantis在华"唯一火种"，神龙汽车也做出了相似选择：推出新品牌"示界"，首款车型示界06采用 东风电动平台。但这款被视为救命稻草的车型，却未能带来期待的转机。 全球巨头的中国转向 2026年2月6日成为Stellantis集团的"黑色星期四"。米兰和纽约股市上，这家拥有Jeep、标致、雪铁龙等 14个品牌的汽车巨头股价双双暴跌超20%，市值一天蒸发超60亿美元。 自2024年3月历史高位以来，该公司市值已累计蒸发近700亿欧元。集团半年报揭示了惊人数字：亏损约 1500亿元。 菲洛萨在财报发布会上承认："我们高估了能源转型的推进速度，产品布局严重脱离消费者实际需 求。"这一表态标志着一家传统汽车巨头对自身转型战略的公开反思。 正是这种反思，催生了Stellantis的"中国战略" ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [6] Core Insights - In January 2026, the domestic heavy truck wholesale sales are expected to reach approximately 100,000 units, representing a year-on-year increase of 39% and remaining stable compared to December 2025. The terminal sales are projected to be between 30,000 to 32,000 units, reflecting a decrease of 5% to 10% year-on-year. Export sales are expected to exceed 26,000 units, showing a growth of over 20% [2][10] - The sales of new energy vehicles have significantly declined, with January 2026 sales falling below 7,000 units, a month-on-month decrease of about 85%. The penetration rate of new energy heavy trucks is approximately 21%, down about 33 percentage points [2][10] - The "old-for-new" policy is expected to support domestic demand, while exports are anticipated to grow due to favorable conditions in overseas markets. Heavy truck companies are likely to maintain high growth in performance, coupled with high dividends, enhancing their investment value. Additionally, the ongoing demand for primary and backup power sources in the context of North America's electricity shortages is expected to remain robust, with key recommendations for investment in China National Heavy Duty Truck Group and Weichai Power [2][10] Summary by Sections Sales Performance - The heavy truck market in China sold around 100,000 units in January 2026, a significant increase from 72,200 units in the same month last year, marking a 39% year-on-year growth [4][10] - Terminal sales are estimated to be between 30,000 to 32,000 units, which is a decrease of 5% to 10% compared to the previous year [10] New Energy Vehicles - New energy heavy truck sales have seen a drastic decline, with January 2026 sales below 7,000 units, a month-on-month drop of approximately 85% [10] - The penetration rate for new energy heavy trucks has decreased to about 21%, down 33 percentage points from the previous period [10] Investment Recommendations - The report suggests that the "old-for-new" policy will bolster domestic demand, while export growth will be supported by favorable conditions in international markets. Heavy truck manufacturers are expected to achieve high growth in their financial performance, making them attractive investment opportunities [10]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否已经建立财务共享中心？哪年建立 的？ 财务共享中心在技术上采用了哪些自动化或智能化工具？数字化程度按照0-10打分得几分？ 财务 共享中心的数量有几个？这些中心的设立是基于地理区域划分，还是按业务板块划分？ 江淮汽车（600418.SH）2月9日在投资者互动平台表示，目前公司正在有序推进财经数字化工作。 ...