2023-2025年10月，中国城市NOA市场加速进化，第三方智驾方案渗透率从5.3%飙升至24.2%，并 实现双强主导。车企选择与第三方供应商战略合作，成为城市NOA快速量产落地的主流路径，也是行 业务实的资源整合趋势。 报告数据显示，2025年1-10月，在城市NOA第三方智驾市场中，Momenta以约60.2%的份额稳居榜 首，连续三年稳定增长并保持60%以上份额，持续领跑市场。华为HI模式则以约20.6%的份额紧随其 后。元戎启行、卓驭、Bosch+WeRide等供应商则在部分细分车型上持续推进量产与定点。 （说明：其他厂商包含元戎启行、卓驭科技、Bosch+WeRide等厂商；数据来源以2025年1月1日至 2025年10月31日的实际上险数据作为统一口径进行统计与分析；实际上险数据不直接等同于车企公布的 销量数据） 2026年1月5日，《2025城市NOA产研报告》发布，显示国内城市NOA市场已正式迈入从"量产蓄 力"到"规模爆发"的关键阶段。据佐思汽研数据统计，2025年1-10月国内乘用车城市NOA硬件预埋与标 配总搭载量达239.2万辆，较2024年1-10月，同比增长62.8%。在此背景下 ...

Core Viewpoint - NIO has reached a significant milestone with the production of its 1 millionth vehicle, marking a new starting point for the company as it aims for continued growth and expansion in the electric vehicle market [1][3] Group 1: Production Milestone - NIO's 1 millionth production vehicle rolled off the assembly line at its advanced manufacturing facility in Hefei, Anhui [1] - The achievement of 1 million vehicles is seen as a new beginning for NIO, indicating its potential for future growth [3] Group 2: Future Goals - NIO plans to have over 10,000 battery swap stations by 2030, enhancing its infrastructure for electric vehicle support [3] - The company aims to deepen collaboration among its three brands: NIO, Lantu, and Firefly, to increase market share across various segments [3] - NIO targets an annual growth rate of 40%-50% in vehicle deliveries [3] Group 3: Recent Performance - In 2025, NIO achieved a delivery volume of 326,000 vehicles, representing a year-on-year increase of 46.9%, setting a new historical record for the company [3]

Group 1 - The core point of the article is that GAC Honda has decided to adjust its production schedule for January 2026 due to semiconductor supply issues and production line upgrades, with a temporary halt in production for two weeks starting January 5 [1][3] - The company expects that the impact of this short-term production adjustment will be manageable, and it anticipates recovering the lost output over the year without affecting product delivery to customers [1] - A source close to GAC Honda indicated that the production adjustment was determined by Honda [1] Group 2 - Previously, Honda announced on December 17, 2025, that it would pause or reduce production plans at its factories in Japan and China, including a five-day shutdown at the GAC Honda factory starting December 29 [3] - The Japanese factory is also set to halt production for two days on January 5 and 6, 2026, with reduced output from January 7 to 9 compared to the original plan [3]

Speaking to ET Now, Sabharwal said double-digit loan growth across most large banks reflects rising economic activity after a prolonged phase of single-digit system growth.“Credit growth drives the economy. What we are seeing now—double-digit growth for most large banks—is clearly indicative of an economic pickup,” he said.Axis, Kotak stand out; valuations still reasonableAmong banks that have already reported Q3 updates, Sabharwal said “Axis looks attractive even from a valuation standpoint,” Sabharwal no ...

Group 1 - Volkswagen is recalling 356,649 vehicles in the U.S. due to a software error affecting the rearview camera display [1] - The recall is initiated by the U.S. National Highway Traffic Safety Administration [1] - The software issue may lead to problems in displaying the rearview camera image, which is a critical safety feature [1]

智通财经APP获悉，浙商证券发布研报称，2026年汽车国补政策落地，注重增质提效。相较于2025年政 策，2026年国补政策变化主要在于补贴方式改变，此前国补为定额补贴，2026年改为按新车价格比例补 贴，并设置封顶金额。随L3商业化逐渐落地，核心增量零部件渗透率提高空间广阔，如EMB作为线控 制动的终端解决方案，更契合L3及以上自动驾驶对响应速度与控制精度的严苛要求，市场空间有望快 速提升。 浙商证券主要观点如下： 国补政策：2026年汽车国补政策落地，注重增质提效 (1)变化：补贴方式改为按车价比例补贴，全国执行统一标准。相较于2025年政策，2026年国补政策变 化主要在于补贴方式改变，此前国补为定额补贴，2026年改为按新车价格比例补贴，并设置封顶金额。 此外汽车报废更新、汽车置换更新在全国范围执行统一补贴标准，不再因地区差异出现明显补贴差。 (2)新能车：报废更新补贴新车价格12%;置换更新补贴新车价格8%。①报废更新：补贴新车价格的 12%，最高不超过2万元;相比2025年政策，车价<16.67万元时补贴相对变少，≥16.67万元时不变(同为2 万元)。②置换更新：补贴新车价格的8%，最高不超过1 ...

日前有消息指出，广汽本田工厂复工时间将继续推迟。 1月6日，广汽本田相关人士向南都·湾财社记者确认，综合考虑半导体供应及生产线技术改造等因素， 广汽本田决定对2026年1月生产节奏进行调整。据了解，自1月5日起，广汽本田工厂将继续停产两周， 即10个工作日。有消息人士表示，此次调整由本田方面决定。 针对此次短期停产，广汽本田明确表示，本次短期生产调整的影响台数相对可控，预计全年可挽回损失 的产量，不会影响对客户的产品交付。广汽本田将合理调整生产节奏，对全年生产安排做好准备。 据参考消息，去年12月，本田曾透露由于半导体短缺，计划从12月下旬到明年1月上旬，日本和中国工 厂的整车生产将暂停或减产。其中，中国广汽本田工厂从12月29日起停产5天，东风本田不受影响。回 溯来看，此次停产并非孤例。因相同原因，去年10月和11月，本田曾暂停了墨西哥工厂生产，并对美国 和加拿大工厂减产。 半导体短缺的影响或将传导至企业业绩层面。本田去年11月发布的财报预期显示，受半导体短缺导致产 量不及预期影响，公司主营业务营业利润将缩水1500亿日元，约合人民币68亿元。 ...

Group 1 - The core point of the article highlights NIO's achievement of producing its one millionth vehicle at its manufacturing plant in Hefei, while also addressing the pressure from rising memory prices in the automotive industry [1] - NIO's founder and CEO, Li Bin, indicated that the current cost pressure from memory price increases has not yet been passed on to end consumers, suggesting that consumers should consider purchasing vehicles sooner [1] - In 2025, NIO delivered a total of 326,000 new vehicles, marking a historical high with a year-on-year growth of 46.9%, including 178,800 units from the NIO brand, 107,800 from the Ladao brand, and 39,400 from the Firefly brand [3] Group 2 - Li Bin stated that NIO has invested over 65 billion yuan in technology research and development, focusing on 12 core technologies for smart electric vehicles, and over 18 billion yuan in charging and battery swap infrastructure, with 8,541 charging stations built nationwide [3][5] - NIO aims to continue investing in its 12 core technologies to maintain a competitive edge and plans to exceed 10,000 charging stations by 2030, while also enhancing brand synergy across its three brands to achieve annual growth of 40%-50% [5] - For the first three quarters of 2025, NIO reported cumulative revenue of 52.838 billion yuan, a year-on-year increase of 14.8%, with a cumulative net loss attributable to shareholders of 15.693 billion yuan, while projecting profitability in the fourth quarter of 2025 [5]

天眼查工商信息显示，近日，苏州鹏昭汽车销售服务有限公司成立，法定代表人为韩键，注册资本500 万人民币，经营范围含汽车销售、新能源汽车整车销售、新能源汽车电附件销售、汽车零配件批发、汽 车零配件零售、商务代理代办服务、信息技术咨询服务、信息咨询服务等。股东信息显示，该公司由小 鹏汽车旗下苏州小鹏汽车销售服务有限公司全资持股。 ...

Core Insights - SOUEAST debuted its flagship S Series models at the Riyadh Motor Show, highlighting its commitment to Saudi Arabia and the Middle East [1] - The company is enhancing its localization strategy and plans to establish a mega spare parts center to strengthen its market presence [1][4] Localization Strategy - SOUEAST is advancing its "In Saudi, For Saudi" proposition by planning to open 35 sales and service outlets in major Saudi cities over the next three years [3] - The brand has partnered with local players to build a robust sales and after-sales network, ensuring a reliable customer experience [3] Spare Parts Center - The fully operational mega spare parts center will serve as a strategic hub for the Middle East, with over 20,000 stocked parts and 98%+ availability [4] - This facility aims to provide 100% core component coverage, reinforcing SOUEAST's service-first philosophy [4] Regional Expansion - Beyond Saudi Arabia, SOUEAST has established distribution partnerships in the UAE, Iraq, Egypt, and Kuwait, along with high-standard service outlets [5] - The brand's growing presence positions it as a benchmark for automotive excellence in the region [5] Customer Trust and Future Plans - SOUEAST emphasizes user trust as a cornerstone of its global expansion, focusing on product adaptation and service localization [6] - The company secured preliminary agreements with several Saudi dealers during the motor show and plans to deepen its market presence [6]