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]

汽车行业正迎来颠覆性变革：政策力推绿色消费，L3自动驾驶落地明确车企责任，传统豪华品牌降价 求生，而国产新能源豪车凭硬核技术"杀出重围"。一场由技术突破、消费升级与政策引领的行业变局已 全面展开。 ...

Core Insights - The year 2025 saw client portfolios achieving double-digit gains for the third consecutive year, reflecting resilience in corporations and consumers despite economic challenges [2] - The Federal Reserve's rate cuts aimed at achieving a "soft landing" for the economy contributed to a favorable environment for both stocks and bonds [2] - Gold emerged as a standout performer, rising 70%, while cryptocurrencies struggled, with Bitcoin experiencing significant volatility [11][12] Equities Performance - Equities experienced volatility in 2025, with initial sell-offs due to tariff announcements, particularly affecting companies with exposure to China and Vietnam [3] - Strong corporate earnings in the latter half of the year led to a rebound in stock prices, although some stocks, like Oracle, faced corrections after initial surges [4] - The technology sector, while still dominant, is showing signs of waning momentum, with a shift in focus from AI producers to users [26][28] Fixed Income - Bond yields declined throughout 2025, with the 10-year Treasury falling from 4.57% to 4.11%, benefiting client portfolios [8] - The investment strategy includes a focus on high-grade bonds and tax-free municipal debt, which are viewed as attractive in the current market [9][23] Commodities - Commodities had a strong year, with gold significantly outperforming the stock market, while cryptocurrencies faced declines [11][40] - The demand for energy is increasing, driven by factors such as data centers and electric vehicles, with companies like GE Vernova and Constellation Energy positioned to benefit [33][37] Economic Outlook - The economy is projected to grow by 2% in 2026, with consumer spending expected to increase by 2% and private investment by 2.3%, largely driven by AI-related developments [17] - Concerns about a "K-shaped economy" highlight disparities in asset appreciation, with wealth concentration among asset holders [12][13] Investment Strategy - The investment strategy for 2026 is less aggressive, with a focus on underweighting stocks and overweighting fixed income due to premium valuations and peaking earnings growth [20] - The portfolio includes a mix of traditional and alternative investments, with gold remaining a core holding as a hedge against market volatility [40]

【#何小鹏零下20度冬测#，小鹏G7超级增程续航超1100公里】近日，小鹏汽车董事长何小鹏在黑河参 与小鹏汽车冬测。何小鹏今日发文称，在零下20度的环境下，小鹏G7超级增程最终达成超1100公里的 综合续航成绩。此外，2026款小鹏P7+充电时间与电池升温速率均保持高效、稳定。这些扎实的数据， 不仅意味着在寒冬中用车的便捷性大幅提升，更从根本上缓解了续航焦虑，期待大家能尽快体验上我们 的全新双车。 测试数据显示，小鹏G7超级增程在零下20度极寒环境下，车辆全程不跨温区、不走下坡路（0高度 差）、空调保持21℃，实测综合续航1108.3公里。2026款小鹏P7+零下20度充电依旧稳而快，12分钟即 可完成10%到80%的补能。 据悉，小鹏G7、小鹏P7+这两款车型将于1月8日的小鹏汽车全球新品发布会上正式发布。 ...

每经AI快讯，零跑汽车(09863.HK)午后涨超5%，截至发稿涨5.37%，报50.45港元，成交额4.94亿港元。 ...

天眼查工商信息显示，近日，宜宾凯翼汽车有限公司发生工商变更，新增中国信达旗下天津信凯企业管 理合伙企业（有限合伙）为股东，同时，注册资本由约47.27亿人民币增至约60.67亿人民币，增幅约 28%。 宜宾凯翼汽车有限公司成立于2014年1月，法定代表人为高雷，经营范围包括汽车整车及零部件技术开 发与咨询服务、汽车及零部件生产、汽车及汽车零部件销售等。股东信息显示，该公司由宜宾市汽车产 业发展投资有限责任公司、奇瑞汽车股份有限公司、四川省宜宾普什集团有限公司及上述新增股东共同 持股。 ...

1月4日晚间，重庆长安汽车股份有限公司（下称长安汽车）发布2025年12月产、销快报。数据显示，当月，长安汽车产、销量为分别为25.7306万辆、 25.4843万辆。 此外，公告披露了2025年1-12月数据。2025年，长安汽车累计产量为276.6302万辆，同比增长5.36%，累计销量为291.3042万辆，同比增长8.54%。 值得注意的是，2025年，长安新能源汽车销量突破百万辆，达110.9979万辆，同比大幅增长51.10%，阿维塔、深蓝、启源三大新能源品牌海外销量再创佳 绩，达63.7万辆，同比增长18.9%；自主品牌销量246.8197万辆，同比增长10.86%。（肖瑜媛） | 产品类别 | | 产量(辆) | | | | | | 销量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 累计 | 同比 变动 | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年 第 | | 长安汽车 257,306 | 317,547 ...

记者丨曾静娇 编辑丨黎雨桐 1月6日，据特斯拉官微消息，特斯拉Model 3/Y/Y L 推出7年超低息购车方案 ： Model 3/Y首付7.99万元起，月供可低至1918元； Model Y L首付9.99万元起，月供可低至2947元。 Model Y L首次推出5年0息政策，首付9.99万起，月供可低至3985元。 该公司2025年全球交付汽车163.6万辆 ， 同比下降约8.6% ，为连续第二年交付量下滑。 此前，比亚迪在1日宣布，2025年其纯电动汽车销量同比增长近28% ，达 225.67万辆 ， 登顶全球年度电动汽车销量榜首。 这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超越。 股票方面，特斯拉自2025年12月中下旬以来，股价一路下行，截至2026年1月5日，才以3.1% 的涨幅飘红收盘，报451.67美元/股，市值约1.5万亿美元。 图源：特斯拉官微 这被认为是变相降价。 消息面上， 近日 特斯拉出炉的2025年全年交付数据，堪称惨淡。 据央视财经，1月2日，特斯拉公司公布的2025年全年销量数据显示： 特斯拉这波操作 你会考虑购买吗？ 欢迎评论区聊聊~ （声明：文章内容 ...