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Core Viewpoint - Volkswagen is considering shifting the production of its Cupra brand's Tavascan SUV coupe from China to Europe in the future, as reported by Handelsblatt, citing internal sources and production plans [1] Group 1 - The decision to potentially relocate production is based on internal company discussions and plans [1] - The Tavascan SUV coupe is part of Volkswagen's Cupra brand, indicating a strategic focus on this segment [1]

Volkswagen's EV Production Strategy - Volkswagen is considering shifting the production of the Cupra Tavascan successor to Europe from China, indicating a potential strategic realignment in its electric vehicle manufacturing [2][9] - The current Cupra Tavascan is produced in China for export to Europe, and this move suggests a re-evaluation of global supply chains amidst changing geopolitical and trade conditions [2][3] Icertis Sale Consideration - SoftBank-backed Icertis is reportedly exploring a sale that could value the company at $5 billion, reflecting significant activity in the technology sector [6][9] - Icertis has reported over $300 million in annual recurring revenue for 2024 and has generated positive free cash flow, indicating strong financial performance [7] China-EU Trade Relations - China has threatened to implement countermeasures against the European Union if new duties are adopted, which may include anti-dumping duties on French wine, amid escalating trade tensions [8][9] - China's auto sales experienced a 19.5% year-on-year decline in January, falling to 1.4 million vehicles, attributed to policy adjustments and reduced government support for electric vehicles [10][9] UK Economic Strategy - The Chief Finance Minister of the UK is advocating for closer integration with the EU as the best pathway for economic growth, prioritizing this over ties with the U.S. and China [11][9] - Research suggests that aligning regulations with the EU could boost the UK's GDP by 1.7% to 2.2%, potentially mitigating the economic impact of Brexit [12]

Core Viewpoint - Major Chinese automakers are expected to approach Brussels for tariff negotiations following Volkswagen's successful tariff reprieve for its China-made Cupra Tavascan SUV [1] Group 1 - Volkswagen has achieved a breakthrough in securing a tariff reprieve for its Cupra Tavascan SUV manufactured in China [1] - The success of Volkswagen may encourage other Chinese automakers to seek similar tariff relief from European authorities [1]

Core Viewpoint - GAC Haobo officially announced the launch of blind ordering for the Haobo A800 luxury sedan, which features Huawei's QianKun ADS and HarmonyOS cockpit configurations [1][14]. Group 1: Vehicle Specifications - The Haobo A800 offers 6 exterior color options: Yunmu Purple, Blade Shadow White, Matte Moonlight Gray, Moonlight Gray, Yaojing Black, and Super Star Silver [4][18]. - It has 3 interior color choices: Chibi Danxia (not available for the Wisdom Leading version), Dover White Cliff, and Cold Lake Black Mountain [4][18]. - The vehicle provides 2 wheel options: 20-inch 12-spoke vortex wheels and 20-inch 7-hole butterfly wheels with a floating logo [4][18]. Group 2: Performance and Features - The A800 is equipped with a 1.5-liter range extender engine producing 118 kW, paired with lithium iron phosphate batteries from Jiangsu Zhengli New Energy Technology Co., Ltd [11][22]. - It features advanced driving assistance with Huawei's QianKun ADS V4.1 and HarmonyOS cockpit, including laser radar and intelligent driving flip lights [7][20]. - The vehicle boasts a comprehensive range of luxury features, including a 1200 km combined range, full vehicle mechanical massage, electric sleeping headrests, and 14 safety airbags [8][20].

1.【雷军：初代SU7正式停产】小米创办人、董事长雷军在微博表示，初代SU7正式停产了。（新浪 财经） 4.【广州黄埔区落地小鹏汽车全国最大销售服务中心】2月10日，小鹏汽车董事长何小鹏在社交媒体 上宣布，小鹏汽车全国最大的销售服务中心正式焕新开业。该中心位于广州黄埔区，占地2.5万平方 米，本次升级新增标准化售后中心。（同花顺） 2.【奇瑞汽车公布融合脑机接口的头枕专利，可输出电流缓解异常状态】奇瑞汽车股份有限公司申请 的"一种融合脑机接口的头枕及包括其的座椅、汽车"专利公布。摘要显示，本申请包括：头枕本体； 头带，分为两段，第一段头带的第一端经第一枢转件与头枕本体的第一侧连接，第二段头带的第一端 经第二枢转件与头枕本体的第二侧连接；第一段头带的第二端和第二段头带的第二端配置有磁吸扣； 电极组件，设置于头带内部和头枕本体内部，包括用于采集脑电波信号的第一电极组和用于发射电流 信号的第二电极组；控制模块，设置于头枕本体内部，与电极组件连接，控制第一电极组采集脑电波 信号和/或控制第二电极组发射电流信号。本方案，将脑机接口设备的头带和电极组件与头枕整合为 一个整体，既能够对异常状态进行检测，还能够输出电流缓解异 ...

Core Insights - Mazda Motor Corporation reported a 5% decline in global revenues to JPY 3,501.5 billion (US$ 22.9 billion) for the first nine months of FY26, with an operating loss of JPY 23.1 billion (US$ 151 million) compared to a net profit of JPY 148.3 billion the previous year [1] - The company attributes the significant downturn to changes in US policy, including new import tariffs and the end of battery electric vehicle (BEV) incentives [1] Revenue and Profit Forecast - Mazda forecasts a 4% decrease in consolidated global revenues to JPY 4,820.0 billion for the full FY26, down from JPY 5,018.9 billion in the previous year [3] - The expected operating profit is JPY 50 billion, a reduction from JPY 186.1 billion, and a net profit of JPY 20 billion, down from JPY 114.1 billion [3] Vehicle Sales Performance - Global vehicle sales fell by 6% to 859,000 units in the nine-month period, with North America experiencing a 16% drop in deliveries to 447,000 units, including a 24% decline in US sales to 300,000 units [2] - Domestic sales decreased by 2% to 100,000 units, while sales in China increased by 1% to 59,000 units [2] Future Sales Projections - Global vehicle sales are projected to decline by 4% to 1.172 million units for FY26, with a recovery expected in the final quarter due to the launch of the new CX-5 crossover vehicle, which represents a quarter of global sales [4] - Sales in North America are anticipated to remain stable at around 600,000 units for FY26 [4] Cost Management Strategy - The company is implementing cost-cutting measures under Phase 2 of its 'Multi-Solution Strategy', focusing on rebuilding and strengthening its supply chain to enhance global competitiveness [5]

Core Insights - Honda Motor Company reported a 2.2% decline in global revenues to JPY 15,975.6 billion (US$104.4 billion) for the first three quarters of FY26, with significant drops in operating profit and net profit attributed to US import tariffs and costs related to its US battery electric vehicle (BEV) program [1][5] Financial Performance - Operating profit fell by 48% to JPY 591.5 billion (US$3.9 billion) and net profit decreased by 42% to JPY 465.4 billion (US$304.2 billion) [1] - Global vehicle sales decreased by 9.1% to 2.561 million units, with North America sales down 4.7% to 1.211 million units, Asia (excluding Japan) down 18.2% to 739,000 units, and Japan down 6.3% to 439,000 units [2] - Revenues from vehicle sales dropped by 4.3% to JPY 10,435 billion, and the automotive division reported an operating loss of JPY 166.4 billion compared to an operating profit of JPY 402.6 billion previously [2] Other Business Segments - Global motorcycle sales increased by 6% to 16.44 million units, while power products sales slightly declined to 2.5 million units [3] - The combined operating profit from motorcycles and financial services was JPY 758 billion, which offset the losses from the automotive division [3] Future Outlook - Honda maintained its global revenue forecast for the full fiscal year at JPY 21.1 trillion, a 2.7% decline from the previous year, but reduced its operating profit forecast to JPY 550 billion from JPY 700 billion [4] - The company kept its global vehicle sales forecast unchanged at 3.34 million units [4] - Honda plans to focus on enhancing the profitability of its internal combustion engine (ICE) and hybrid vehicle operations while reducing losses from its US battery BEV operations [5]

Core Insights - The core viewpoint of the articles emphasizes the strategic transformation of GAC Group's Aion BU, focusing on user-centric approaches and comprehensive upgrades in product matrix, brand channels, and service experiences as key to overcoming challenges in the automotive market, particularly in the context of increasing penetration of electric vehicles [1][2][3]. Sales Performance - In January 2026, Aion BU reported a total sales volume of 23,591 vehicles, marking a year-on-year increase of 63.9% despite a general market decline, indicating successful penetration during a traditionally slow sales period [1]. - The narrow passenger vehicle retail market was estimated at approximately 1.8 million units, reflecting a month-on-month decrease of 20.4% and a slight year-on-year increase of 0.3% [1]. Product Strategy - Aion BU's "National Good Car" strategy has shown results, with models like AION UT, RT, and V series achieving annual sales of 50,000 units, and the newly launched AION i60 exceeding 10,000 units in its first month [2][10]. - The product lineup will expand with the introduction of at least five new models in 2026, including the A800 flagship sedan and S600 SUV, aiming for a comprehensive product matrix covering mainstream to high-end segments [10][12]. Organizational Reform - Aion BU has undergone significant organizational restructuring, granting the BU president full operational decision-making authority, which enhances resource allocation and responsiveness to market demands [3][6]. - The management team, consisting of Zhang Xiong, Yang Long, and Feng Yu, has established a collaborative framework that integrates research, marketing, and product development [4][7]. Brand Positioning - Aion BU has adopted a dual-brand strategy with Aion targeting the mainstream market (10-20 million yuan) and Haopai focusing on the high-end segment (20-30 million yuan), effectively avoiding internal competition and enhancing market coverage [8][19]. - The initial success of this strategy is evident, with the Aion i60 achieving over 10,000 sales in its first month, contributing to a significant increase in overall sales [8]. Channel Integration - Aion BU has implemented a deep integration strategy for its dual-brand channels, resulting in 254 sales outlets across 147 cities by January 2026, enhancing resource sharing and customer experience [18][19]. - This integration has led to improved dealer performance, with increased customer conversion rates and a healthier inventory turnover of less than 1.5 months [19]. User Experience and Trust - Aion BU has introduced a "three responsibilities" service commitment to address customer concerns regarding electric vehicle reliability, enhancing user trust [21]. - The company has established a robust charging infrastructure with 24,000 self-operated charging stations and achieved high customer satisfaction ratings in after-sales service [22]. Conclusion - Aion BU's reform practices demonstrate a comprehensive approach to building competitive advantages through agile organization, brand collaboration, efficient channels, and user trust, as evidenced by significant sales growth and initial successes in brand synergy [23].

本文转载自21世纪经济报道 值班编辑｜ 宝珠 视觉 | 顾芗 2月10日晚，小米创办人、董事长兼CEO雷军在直播中透露，最后一辆初代小米SU7量产下线， 正在运 送途中，将安排车主提车。这意味着初代小米SU7正式停产。 据雷军介绍，初代SU7交付量接近37万辆。 据21世纪经济报道此前报道，小米汽车在首个完整交付年（2025年）交出了超41万辆的成绩单，年度目 标完成率高达117%。其中SU7稳坐20万元以上轿车销量冠军；YU7则连续多月蝉联中大型SUV销量榜 首，上市6个月交付超15万辆，是SU7同期交付量的2.3倍。 2026年初，雷军公布了小米汽车2026年55万辆的销量目标。 2月1日，小米公布最新新能源汽车交付数据显示，1月交付量超过39000台。 星标关注《盐财经》 洞察趋势，睿智人生 /// 大家都在看 /// 点 在看 把盐撒给更多的人 ...