每经AI快讯，据蔚来微信公众号，1月1日，蔚来滇藏换电路线正式贯通，全程超2700公里，沿途布局 19座蔚来换电站，全程换电直达珠峰。 （文章来源：每日经济新闻） ...

Group 1 - RCEP has been in effect for four years, providing significant tariff reductions and trade facilitation, which boosts regional economic development and enhances international market competitiveness for companies [1] - Guangdong port has imported goods worth 61.63 billion yuan under RCEP, with tax reductions totaling 1.57 billion yuan, showing double-digit growth in tax reductions for three consecutive years [1] - Companies like Dongguan Yiji Industrial Co., Ltd. have benefited from RCEP, saving on tariffs and improving operational efficiency, leading to increased exports to RCEP countries [2] Group 2 - GAC Aion's electric vehicle components exported to Indonesia previously faced a 10% import tariff, which has been eliminated due to RCEP, significantly enhancing price competitiveness in the market [4] - The original cumulative rules of RCEP allow for greater flexibility in supply chains, enabling companies like Dongguan Chuangji Electric Products Co., Ltd. to meet origin standards more easily and enjoy tariff reductions [5] - The Guangzhou Customs has implemented measures to streamline the issuance of origin certificates, improving efficiency and reducing operational costs for exporting companies [5]

1月1日，消费者在北京一家门店选购电子产品。当日，2026年大规模设备更新和消费品以旧换新政策正 式实施。中新社记者 张祥毅 摄 1月1日，消费者在北京一家门店选购电子产品。当日，2026年大规模设备更新和消费品以旧换新政策正 式实施。中新社记者 张祥毅 摄 1月1日，消费者在北京一家门店选购电子产品。当日，2026年大规模设备更新和消费品以旧换新政策正 式实施。中新社记者 张祥毅 摄 1月1日，消费者在北京一家门店了解新能源汽车。当日，2026年大规模设备更新和消费品以旧换新政策 正式实施。中新社记者 张祥毅 摄 ...

Core Insights - NIO Inc. achieved a record high in vehicle deliveries in December 2025, with a total of 48,135 vehicles delivered, representing a year-on-year increase of 54.6% [1] Delivery Performance - In December 2025, NIO brand delivered 31,897 vehicles, marking a historical high with a year-on-year growth of 54.8%, and the delivery volume has increased for five consecutive months [1] - The Ladao brand delivered 9,154 vehicles, while the Firefly brand delivered 7,084 vehicles, also reaching historical highs with a month-on-month growth of 16.4% [1] Quarterly Performance - In Q4 2025, NIO delivered a total of 124,807 vehicles, achieving a record high with a year-on-year increase of 71.7% [1] - The NIO brand delivered 67,433 vehicles in Q4, reflecting a year-on-year growth of 27.8% [1] - The Ladao brand saw a significant increase in Q4 deliveries, with 38,290 vehicles delivered, representing a year-on-year growth of 92.1% [1] - The Firefly brand delivered 19,084 vehicles in Q4, showing a month-on-month growth of 52.8% [1]

Core Insights - In 2025, several new energy vehicle companies reported significant growth in their delivery numbers, with many achieving record monthly deliveries in December [1][9]. Group 1: Company Performance - Leap Motor delivered approximately 59.66 million vehicles in 2025, marking a year-on-year increase of 103%. In December alone, the company delivered about 6.04 million vehicles, a 42% increase year-on-year [1][2]. - Xiaomi Auto surpassed 50,000 vehicles in December 2025 for the first time, with total deliveries exceeding 350,000 for the year, achieving a significant milestone [2]. - NIO reported a December delivery of over 48,000 vehicles, a 54.6% increase year-on-year, contributing to a total of approximately 326,000 vehicles delivered in 2025, a 46.9% increase [3][5]. - Li Auto delivered about 44,000 vehicles in 2025, with December deliveries reaching approximately 44,300 vehicles [5]. - Xpeng Motors achieved a total of approximately 429,400 vehicles delivered in 2025, reflecting a 126% year-on-year growth [5]. Group 2: Market Trends - The overall passenger vehicle market in China saw a decline in December 2025, with retail sales dropping by 17% year-on-year to approximately 1.928 million vehicles [9]. - Despite the decline in the overall market, the new energy vehicle sector showed resilience, with many brands reporting record monthly deliveries [9]. - The absence of the typical year-end "tail effect" in the market is expected to lead to a positive start for 2026, with forecasts indicating growth in the first quarter [9].

1月1日丨小鹏汽车：2025年12月交付37,508辆汽车，同比增长2%。2025年交付429,445辆汽车，同比增 长126%。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 ...

比亚迪股份公告，2025年12月新能源汽车产量41.98万辆，销量42.04万辆；本年累计产量453.74万辆， 累计同比增5.42%，累计销量460.24万辆，累计同比增7.73%。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

Core Viewpoint - Li Auto reported a year-on-year decrease of 24.44% in new vehicle deliveries for December 2025, with a total of 44,200 units delivered [1]. Group 1: Delivery Performance - In Q4 2025, Li Auto delivered a total of 109,200 vehicles [1]. - As of December 31, 2025, the cumulative delivery volume reached 1.5402 million vehicles [1]. - December 2025 marked a significant milestone as Li Auto surpassed the cumulative delivery of 1.5 million vehicles [1]. Group 2: Market Expansion - Li Auto launched three models, the Li L9, Li L7, and Li L6, in Egypt, Kazakhstan, and Azerbaijan, expanding its market presence across Central Asia, the Caucasus region, and Africa [1]. Group 3: Infrastructure Development - As of December 31, 2025, Li Auto operated 548 retail centers across 159 cities [1]. - The company had established 561 after-sales service and authorized repair centers, covering 224 cities [1]. - Li Auto has deployed 3,907 supercharging stations with a total of 21,651 charging piles nationwide [1]. Group 4: Product Launch - The company officially launched the Li AI glasses, Livis, which received positive user feedback [1].

Group 1 - The National Development and Reform Commission and the Ministry of Finance announced a policy for large-scale equipment updates and consumer goods replacement starting in 2026, focusing on various sectors including old residential areas, safety equipment, and consumer infrastructure [1] - The policy includes subsidies for replacing old cars and household appliances, specifically targeting six categories: refrigerators, washing machines, televisions, air conditioners, computers, and water heaters, as well as expanding subsidies for digital and smart products [1] Group 2 - The Ministry of Finance and the State Taxation Administration issued a notice regarding the value-added tax policy for individuals selling residential properties, effective January 1, 2026, with a 3% tax rate for properties held for less than two years and exemption for those held for two years or more [2] Group 3 - For housing provident fund loans issued before May 8, 2025, the interest rates will be reduced by 0.25 percentage points starting January 1, 2026, with new rates set at 2.1% for loans under five years and 2.6% for loans over five years for first-time buyers [4] Group 4 - A joint notice from the National Development and Reform Commission, the Ministry of Education, and the Ministry of Finance outlines the kindergarten fee policy effective January 1, 2026, detailing the types of fees that can be charged and the pricing mechanisms for different types of kindergartens [6] Group 5 - The Ministry of Finance, the State Taxation Administration, and the Ministry of Industry and Information Technology announced a continuation and optimization of the vehicle purchase tax exemption policy for new energy vehicles, effective from January 1, 2026, with a tax reduction of up to 15,000 yuan per vehicle [7]

智通财经APP讯，VALA(02051)发布公告，于2025年12月，本集团与重庆瑞驰汽车实业有限公司"瑞驰 汽车"联合设计的国内首款原厂斜升顶六座新能源智慧宿营车—vala home，已向首批车主开启交付。随 着vala home的成功交付，本集团已实现两款针对不同客群及不同价格区间的宿营车产品布局。本集团 正携手瑞驰汽车着力提升生产产能及交付体系，为vala系列车型的车主提供更好的产品与服务体验。 于2025年第四季度期间，本集团向订购客户批量交付vala汽车90辆。其中包括本集团的宿营车型vala pro 交付60辆，vala home交付30辆。 本集团正着力选择热衷vala生活方式、乐于分享的优质vala车主加入vala共创人队伍。截至2025年12月31 日，本集团已成功招募436名优质共创人，透过他们使用vala的亲身体验，及在各社交平台及线下的影 响力，推广和销售vala汽车。随着共创人不断加入和交付数量逐步增加，vala的移动门店模式已初步形 成规模，并将vala展示给更多向往vala生活方式的潜在客户。 鉴于共创人体系规模持续扩张，为满足潜在客户对于vala汽车体验日益提升的多元化需求，除 ...