2026.02.07 本文字数：1688，阅读时长大约3分钟 作者 |第一财经 陈玺宇 封面图 |"破冰者"活动现场（第一财经摄像阿卓摄） 当地时间6日晚间，英国48家集团"破冰者"新春晚宴在伦敦举行。 在全球贸易不确定性上升的背景下，这一连续举办多年的活动，被视为观察中英经贸走向的重要窗口。 在活动现场，多位中英工商界人士向第一财经记者表示，今年以来，中英经贸关系正在回暖，双方态度 也更趋向务实。 48家集团主席杰克·佩里（Jack Perry）告诉第一财经，近期中英高层互动为双方关系提供了新的契机， 有助于增强企业界对中英经贸合作的信心。 从"气氛改善"到"信心修复" 多位英国商界人士在采访中对中国在全球经济中的角色给出了相对一致的判断。保诚集团候任主席范智 廉爵士（Sir Douglas Flint）在接受第一财经记者采访时表示，尽管近期全球市场波动加剧，但中国在制 造业、创新、能源转型以及低碳经济领域依然处于领先位置，在新技术和新经济板块中的作用"极其重 要"。在他看来，无论是机器人、新能源汽车，还是医疗健康和制药产业，中国都已成为全球产业链中 不可忽视的一环。 范智廉同时提到，近期中英关系出现的积极 ...

Core Viewpoint - In 2025, the "Light Truck First Influence Index" for nine major domestic light truck brands showed a total score of 17,701, a decrease of 7.3% compared to 2024, primarily due to the reduction in the number of companies from ten to nine, while the average score still indicated growth [1][4]. Group 1: Brand Rankings and Scores - Jianghuai 1 Card ranked first with a score of 3,861, holding a significant lead with a score share of 21.81% [2][6]. - Dongfeng Light Truck ranked second with a score of 2,727, improving its position by one rank and increasing its score share by 2.82 percentage points to 15.41% [14][15]. - Jiefang Light Truck ranked third with a score of 2,660, achieving a score share of 15.03%, an increase of 2.18 percentage points from the previous year [17]. - China National Heavy Duty Truck HOWO ranked fourth with a score of 2,291, also moving up one position with a score share of 12.94%, an increase of 1.24 percentage points [19]. - Remote Light Commercial Vehicle entered the top five for the first time with a score of 1,720, achieving a score share of 9.72% [22][25]. - Qingling Light Truck ranked sixth with a score of 1,421, improving its rank by two positions with a score share of 8.03% [27]. - Foton Aoling ranked seventh with a score of 1,334, showing a slight increase in score share to 7.54% [31]. - Jiangling Light Truck ranked eighth with a score of 1,104, achieving a score share of 6.24% [31]. - Yutong Light Truck ranked ninth with a score of 583, with a score share of 3.29% [33]. Group 2: Key Events and Innovations - Jianghuai 1 Card launched several new products in 2025, including the Kunkun ET9, showcasing its strong R&D capabilities [10][12]. - Dongfeng Light Truck held a global new product and technology promotion conference, launching new strategic vehicles and enhancing its service brand [16][17]. - Jiefang Light Truck focused on customer rewards and launched several promotional activities, including a significant order of 500 electric light trucks [17][20]. - China National Heavy Duty Truck HOWO introduced new products and held a "Energy-saving King" challenge to promote its light trucks [19][20]. - Remote Light Commercial Vehicle emphasized its "alcohol-hydrogen + electric" technology and launched multiple new products, securing significant orders [22][25]. - Qingling Light Truck hosted an innovation development conference and launched several new products, focusing on multi-technology paths [27][29].

2月5日，中国物流集团汽车供应链科技有限公司揭牌仪式在长春举行。 出席仪式领导共同为中国物流集团汽车供应链科 中国一汽党委书记、董事长邱现东致辞 中国一汽党委书记、董事长邱现东在致辞中表示，新公司的成立，对于服务和促进汽车与物流产业转型升级、融合发展意义重大。新公 司将加快建设成为具有全球辐射力和国际竞争力的交通物流领军企业，做好合资双方的体系融通、文化融合，聚焦汽车物流核心业务， 建强智慧平台组网和一体化供应链解决方案两大核心能力，以技术和成本领先塑造优势、打造品牌，加快从"服务一汽"向"服务行业"全 面转型，奋力在服务产业发展、保障国家供应链安全中展现新担当、作出新贡献。 技有限公司揭牌 中国物流党委书记、董事长刘敬桢致辞 中国物流党委书记、董事长刘敬桢在致辞中表示，中国物流集团汽车供应链科技公司的成立，是中国物流与中国一汽响应国家战略、践 行央企使命的关键改革行动，也是立足产业需求、实现优势互补的重要战略选择，标志着双方合作正式迈入深度融合、协同共赢的新阶 段。 中国一汽和中国物流强强联合，体现了对我国汽车产业链供应链安全、稳定、高效、智能的高度重视，中国物流集团汽车供应链科技有 限公司落户长春、扎根长 ...

Core Viewpoint - The event "Ice and Snow Fun Week" organized by Great Wall Motors emphasizes the integration of automotive technology with cultural heritage, showcasing the brand's commitment to user engagement and regional culture [1][3]. Group 1: Event Highlights - The Ice and Snow Fun Week took place on the frozen Songhua River, featuring a display of Great Wall vehicles arranged to form the character "归元," symbolizing the connection between the brand and its users [3]. - Chairman Wei Jianjun interacted with car owners, discussing their experiences in snow rescue operations and highlighting the importance of professional safety measures [3]. - The event included a driving experience on ice, demonstrating the vehicles' stability and control in low-traction conditions, reinforcing the theme of safety [3]. Group 2: Cultural Engagement - Wei Jianjun visited the Ice and Snow World, engaging with intangible cultural heritage practitioners and emphasizing the shared values of craftsmanship in both vehicle manufacturing and traditional art forms [5]. - The discussions with artisans highlighted the patience and dedication required in both ice sculpture creation and automotive production, underscoring the brand's cultural responsibility [5]. Group 3: Technological Strength - Great Wall Motors' Hi4 technology system provides a reliable safety platform for users in extreme cold conditions, enhancing stability and performance during winter commutes [6][7]. - The company has established a "three-in-one" off-road grading system to define capability boundaries and risk levels, ensuring standardized safety measures for winter driving [6]. Group 4: Commitment to Safety and Community - The establishment of a rescue fund aims to support car owners in need during emergencies, reflecting the brand's commitment to social responsibility [10]. - Great Wall Motors plans to set up service stations across over 20 major transportation hubs, offering essential supplies to all drivers, thereby enhancing customer service during winter [10]. - The company's initiatives demonstrate a commitment to creating a safer and more reliable travel experience for users, reinforcing its reputation as a trusted partner [10].

Core Viewpoint - Chery QQ, after 23 years, is making a comeback with the launch of the all-new QQ3, an AI smart electric vehicle, under the theme "Return of the King, Double the Joy" [1] Group 1: Product Launch and Features - The all-new QQ3 is positioned as an AI smart electric sedan, featuring a design based on joyful aesthetics and equipped with a large wheelbase of 2700mm, providing spacious B-class comfort [7] - The vehicle includes 38 storage spaces, a 70L electric front trunk, and a rear trunk capacity ranging from 375L to 1450L, emphasizing practicality [7] - Advanced safety features include a high-strength steel body, an integrated door ring structure, and a comprehensive driving assistance system supporting L2-level autonomous driving [7] Group 2: Historical Context and Brand Significance - Since its inception in 2003, Chery QQ has sold 1.54 million units and has been a significant player in over 100 countries, contributing to the evolution of small cars in China [3] - The QQ brand has become a cultural icon, representing the aspirations and memories of multiple generations, particularly those born in the 70s, 80s, and 90s [5] Group 3: Marketing and Community Engagement - The launch event included a nostalgic element, encouraging former QQ owners to share their memories on social media, thus revitalizing the brand's connection with its audience [5] - A co-creation plan was initiated, allowing users to influence vehicle customization options, reinforcing the idea that "the power to create cars should be in the hands of users" [9] - The QQ brand is also launching a series of community initiatives, including the "Smile Blooming Plan," aimed at spreading joy and positivity through various public welfare activities [9] Group 4: Promotional Activities - The pre-order for the all-new QQ3 began with a deposit of 99 yuan, which can be credited towards the purchase, and customers have the chance to win one of 99 free vehicles by sharing their QQ stories on social media [9]

2月6日，芜湖，暌违多年的奇瑞QQ品牌正式宣告王者归来。在"奇瑞QQ快乐之夜暨全新QQ3盲订"活动中，全新QQ3正式开启盲订。 自2003年首款奇瑞QQ上市，这款小车便以累计销量154万辆的成绩，成为刻在一代人记忆中的国民神车，而此次全新QQ3的登场，并非简单的情怀复 刻，而是奇瑞在延续QQ"快乐基因"的基础上，以电动化、智能化的技术革新，对国民小车价值标准的一次全新重构。从23年前打破微型车市场外资垄断， 到如今以"AI智趣纯电轿车"的定位开启小车新篇，奇瑞QQ始终走在突破"小车"定义的路上，而全新QQ3的到来，更是让这份突破有了新的时代答案。 廿三载初心不改 而品质的过硬，更是奇瑞QQ能成为"国民神车"的核心底气。2009年，奇瑞QQ斩获J.D. Power亚太新车质量冠军，成为自主品牌首个获此殊荣的车型， 同年，这款被认为"只适合城市代步"的小车成功挑战318国道川藏线，登上雪域高原，打破了人们对小车性能的偏见。此后，奇瑞QQ又以"汽车漂移入位前 后距离最短""四车交叉飞跃"等吉尼斯世界纪录，一次次证明着小车的品质与性能。除了产品本身，奇瑞QQ更率先打造了独属于中国汽车的用户文化，2003 年的"QQ之 ...

Core Insights - Changan Automobile is conducting winter extreme testing in Inner Mongolia, showcasing multiple models from its brands, including Avita, Deep Blue, and Qiyuan, under extreme conditions [2] - The company has a long history of winter testing since 1998, accumulating over 58 million kilometers of testing mileage and over 4,000 vehicles [2] - Several models achieved industry records during the tests, including Avita 12 with a stable lane change speed of 92.3 km/h and Qiyuan A06 maintaining stability at 95 km/h during high-speed tire blowout tests [2] - Changan's "Tianshu Intelligent" technology system is central to these achievements, supported by significant investments in testing facilities [2] Technology and Safety Innovations - The world's first mass-produced passenger vehicle equipped with sodium-ion batteries has been developed in collaboration with CATL, featuring an energy density of 175 Wh/kg [3] - The sodium battery demonstrates superior performance in extreme cold, with discharge power nearly three times that of lithium iron phosphate batteries at -30°C and over 90% capacity retention at -40°C [3] - Changan's "New Safety" strategy is being implemented, transitioning safety from passive protection to active intelligent management [3] - The Tianshu Intelligent system aims to ensure comprehensive safety verification across all lifecycle and regional scenarios [3] Future Plans - Changan plans to launch over 50 new energy models by 2030, all equipped with the Tianshu Intelligent system [3] - The Avita 12 is set to participate in an 18-month polar verification mission in Antarctica, with further testing planned in various climates globally [3]

备受市场关注的电芯交付争议，告一段落。 2月6日晚，欣旺达子公司欣旺达动力科技股份有限公司与威睿电动汽车技术（宁波）有限公司在一审阶段达成和解，原告将在 《和解协议》生效后撤回起诉。 威睿电动为吉利系的子公司，去年底，威睿电动起诉欣旺达动力，称欣旺达动力在2021年6月至2023年12月期间向威睿电动交付 的电芯存在质量问题，并索赔23.14亿元。 随着欣旺达与威睿电动宣布和解，欣旺达港股上市进程中最大风险因素近乎得以解决。 吉利与欣旺达的合作源于2021年，当年4月，欣旺达动力收到威睿动力关于PMA平台项目动力电池电芯的开发意向书，为其 PMA平台项目供应动力电池电芯产品，后续吉利一度是欣旺达的大客户。此前，部分极氪001搭载着欣旺达电芯，随着极氪001 的放量，有部分极氪001车主反馈，车辆存在锁电，充电速度变慢等情况。2024年底，极氪为部分用户更换了全新电池包。 根据《和解协议》约定，双方按照实际成本进行认定，考虑公司已计提的相关质保金、事件处理后的相关电池包可变现价值以 及后续可能发生的相关费用等，预计对上市公司2025年归母净利润的影响为5-8亿元。 具体来看，双方事实上同意更换动力电池包相关的费 ...

Core Viewpoint - China National Heavy Duty Truck Group (CNHTC) has achieved remarkable sales milestones, with a strong performance in both domestic and international markets, showcasing its leadership in the heavy-duty truck industry and setting the stage for future growth [1][3][5]. Group 1: Sales Performance - In January, CNHTC's heavy truck exports exceeded 16,000 units, marking a new industry record just four months after surpassing 15,000 units for the first time [1][5]. - For the entire year of 2025, CNHTC reported total vehicle sales of over 440,000 units, a year-on-year increase of 22.5%, with heavy truck sales reaching 300,000 units, maintaining its position as the top seller in China's heavy truck market for four consecutive years and becoming the global leader in heavy truck sales [3][5]. Group 2: Export Achievements - CNHTC has consistently led the heavy truck export market for 21 years, with annual heavy truck exports surpassing 150,000 units, reflecting a year-on-year growth of over 14% [5]. - The company has established a strong export performance, with January exports continuing to show high growth, contributing to a significant increase in market presence [5][10]. Group 3: Domestic Market Success - In the domestic market, CNHTC has achieved the top position in ten sub-sectors, with significant increases in market share for new energy and high-end intelligent driving products [7]. - The company received over 28,600 orders in January alone, indicating robust demand and market confidence [7]. Group 4: Production and Quality - CNHTC emphasizes product quality and has established leading production capabilities, with its Laiwu factory alone achieving a production capacity of over 110,000 units in 2025 [8]. - The company is committed to maintaining high standards in manufacturing while expanding its service network, with over 700 service points and spare parts centers established globally [12]. Group 5: Global Strategy and Future Plans - CNHTC is actively pursuing a localization strategy, with 37 KD assembly plants in 27 countries, enhancing its market penetration and service efficiency [10]. - The company aims to deepen its global presence by upgrading its product offerings and service networks, targeting a comprehensive transformation to enhance competitiveness in the global market [14][16].

Core Insights - Elon Musk discussed the future of AI infrastructure in space, emphasizing that within 30 to 36 months, space will become the preferred location for AI data centers due to energy efficiency and scalability [4][10][27] - Musk highlighted the challenges of energy supply on Earth, stating that the growth of chip production is outpacing energy production, which could hinder AI development [4][45] - He predicted that in five years, the annual AI computing power launched and operated in space will exceed the cumulative total on Earth, potentially reaching 1 terawatt of power [4][27][74] Group 1: Space as AI Infrastructure - Musk believes that space will be the most economically attractive place for deploying AI due to the efficiency of solar panels in space, which can generate five times the power compared to Earth [8][21] - The construction of data centers in space is seen as a solution to the energy supply issues faced on Earth, where building new power plants is slow and complicated [11][24] - Musk stated that the average power consumption in the U.S. is currently 0.5 terawatts, and achieving 1 terawatt for data centers would require significant infrastructure [11][27] Group 2: Challenges and Innovations - The manufacturing of solar panels for space is expected to be cheaper and easier due to the lack of weather-related constraints, which eliminates the need for robust structures [21][23] - Musk pointed out that the bottleneck in scaling AI infrastructure will shift from energy to chip production once space operations begin [45][46] - He mentioned that the current global chip production capacity is insufficient to meet future demands, necessitating the establishment of large-scale chip manufacturing facilities [38][39] Group 3: Competitive Landscape - Musk warned that without breakthrough innovations in the U.S., China could dominate the AI and manufacturing sectors due to its advanced capabilities and larger workforce [74][75] - He emphasized the importance of addressing energy constraints to maintain competitiveness in the global market [66][67] - The discussion highlighted the need for the U.S. to innovate rapidly to avoid falling behind in AI and robotics, particularly in the context of manufacturing and energy production [75][70]