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“马年特价车”滞销的 smart困局难解
Xin Lang Cai Jing· 2026-02-06 21:01
中经记者 郭阳琛 石英婧 上海报道 "精灵#1马年开运版上市近一个月,我们门店卖出二三十辆,但目前还有现车。主要原因在于这款车型 未进入2026年减免车辆购置税的新能源汽车车型目录,同时无法享受上海市以旧换新补贴政策。"1月28 日,smart上海闵行全功能体验店工作人员李维(化名)表示。 《中国经营报》记者注意到,smart精灵#1马年开运版于2026年元旦推出,限量1000辆,售价13.99万 元,是该车型的历史最低价。 "这个限量版反响不错,只是为了回馈smart车友,并非参与'价格战'。"1月30日,smart品牌方面向记者 回应,当前情绪价值备受用户关注,通过马年开运版这种特别个性化的版本,可以吸引更多用户,增强 用户黏性。 smart品牌过去以"两座微型车"著称,但在电动化转型过程中开始转向更主流的紧凑型和中型SUV市 场,接连推出精灵#3和精灵#5两款大车。已在工信部备案、即将在2026年上市的精灵#6,车长甚至超过 了特斯拉Model Y。 但smart品牌已经连续两年销量下滑。相关数据显示,2025年,smart品牌在中国市场零售销量为30799 辆,同比下降超7%。2023年,smart品 ...
辽宁曙光汽车集团股份有限公司2026年1月产销数据快报
Group 1 - The company, Liaoning Shuguang Automobile Group Co., Ltd., has announced its production and sales data for January 2026, which is preliminary and subject to final reporting [1] - The company guarantees the accuracy and completeness of the announcement content, ensuring no false records or misleading statements [1][3] Group 2 - The company has provided guarantees for its subsidiaries, including Liaoning Huanghai Automobile Import and Export Co., Ltd., Dandong Huanghai Special Vehicle Co., Ltd., and Dandong Shuguang New Fuyie Automobile Sales Service Co., Ltd. [4] - The total guarantee amount for Huanghai Import and Export is capped at 3 million yuan, with an actual guarantee amount of 93.9 million yuan already provided [5] - The company has also provided a guarantee of up to 2.2 million yuan for Huanghai Special Vehicle, with an actual guarantee amount of 28.9766 million yuan [5] - For Shuguang New Fuyie, the guarantee amount is capped at 2.6 million yuan, with an actual guarantee amount of 12.2 million yuan [5] Group 3 - The company has no overdue guarantees as of the announcement date, and the risk associated with the guarantees is considered controllable [7][8] - The company has set a total expected guarantee limit of 1.6 billion yuan for 2025, which includes provisions for subsidiaries with varying asset-liability ratios [10] - The remaining guarantee limit for subsidiaries with an asset-liability ratio below 70% is 33.0234 million yuan, while for those above 70%, it is 765.1 million yuan [11] Group 4 - The company has provided a maximum guarantee for Huanghai Import and Export to meet its operational funding needs, with a guarantee period of three years [17] - The guarantees cover principal debts, interest, penalties, and other related costs, ensuring the subsidiaries can efficiently secure financing [17]
中通客车股份有限公司2026年1月份产销数据自愿性信息披露公告
Group 1 - The company disclosed its production and sales data for January 2026, emphasizing that the final data will be based on regular reports and cautioning investors against directly inferring performance from these figures [1] - The company held its first extraordinary shareholders' meeting on February 6, 2026, with both on-site and online voting options available for shareholders [4][6] Group 2 - A total of 493 participants attended the shareholders' meeting, representing 218,286,700 shares, which is 36.8165% of the total voting shares [9] - The meeting approved several resolutions, including the election of He Wei and Tian Jingdong as non-independent directors of the 11th Board of Directors, and the approval of the estimated daily related transactions for 2026 [10][11] - The legal opinions provided by the attending lawyers confirmed that the meeting's procedures complied with legal and regulatory requirements, validating the resolutions passed [12]
车企渠道大变革:从“狂飙圈地”到“退守精耕”
Jing Ji Guan Cha Wang· 2026-02-06 16:30
有企业缩减渠道,也有企业在"逆势"扩张。例如,零跑汽车在近两个月内新增开业门店85家;小米汽车持续增加门店数量,1月新增9家,2月计划再增6家; 鸿蒙智行更是不得不进行渠道扩张,随着销量增长和车型增加,现有门店难以满足展示需求。有消息称,目前智界和尚界正在加速构建独立的销售网络,两 个品牌已召开了面向经销商的招商大会,且享界也在筹划单独建网。 传统车企大量关店 近日,理想汽车对销售渠道进行调整,计划在2026年上半年关闭约100家效益较低的零售门店,部分一二线城市商超核心地段的门店也在其中。尽管理想汽 车回应称,仅会调整关闭少量低效门店,"关闭100家门店"系不实信息,但新势力车企调整缩减销售渠道已成为一个显著的行业现象。 除了理想汽车,特斯拉、小鹏及蔚来等企业也有类似的渠道收缩举动。2025年,蔚来整合旗下三个品牌的渠道和服务,乐道和萤火虫的车辆在蔚来 NIOHouse展示销售,并关闭了部分商超门店;广汽融合旗下埃安和昊铂两个新能源品牌的渠道;特斯拉减少了一线城市商超体验店数量,在传统汽车商圈 增设更多传统4S店形态的销售网点;小鹏早在2023年就推进"木星计划",关闭经营不善、效率低下的直营门店,扩大授权 ...
尼日利亚与韩国合作建设非洲首座全产业链电动汽车工厂
Shang Wu Bu Wang Zhan· 2026-02-06 16:18
(原标题:尼日利亚与韩国合作建设非洲首座全产业链电动汽车工厂) 尼日利亚国家汽车设计与开发委员会官员指出,该项目旨在推动非洲制造业实现跨越式发展,直接切入 电动汽车赛道,避免重复传统燃油车产业的技术路径。工厂将分阶段建设:初期以进口与本地零部件结 合的组装生产为主,逐步提升电池包、电控系统、底盘等核心部件的本土化制造能力。项目完全投产 后,预计年产能可达30万辆,有望使尼日利亚跻身非洲汽车制造领先国家行列。 政府预计该项目将创造大量工程技术、供应链管理及专业维修等领域就业岗位,并通过产业链辐射带动 配套产业发展。目前尼日利亚汽车市场严重依赖进口,尤其是来自欧美和亚洲的二手车。该状况不仅消 耗外汇储备,也导致国内道路车辆普遍老旧、污染严重。电动汽车工厂项目与国家能源转型计划及汽车 产业政策相契合,旨在提升本土制造能力、促进技术转移、发展绿色交通。若项目顺利推进,尼日利亚 有望降低城市交通排放,逐步减少燃油补贴支出,并成为西非与中非地区的电动公交车、出租车等产品 的区域供应中心。 分析人士指出,项目成功需克服多项长期制约因素:电力供应不稳定、物流成本偏高、内陆运输效率不 足以及制造业融资渠道有限等问题亟待解决。同 ...
2025年广州民营企业进出口总额同比增17.2%
Xin Lang Cai Jing· 2026-02-06 15:51
2025年广州民营经济增加值达13798亿元,同比增长5.2%;规上民营工业增加值同比增速9.2%;新登记 民营经济主体101.6万户,共有民营经济主体405.51万户,占全市各类市场主体的96.0%,带动全市市场 主体数量跃居内地第二。 与此同时,广州将进一步出台促进科技成果转化的政策,通过技术经理人链接产学研资源,提升成果转 化效能;支持广州老字号企业出海、外贸产品拓内销,依托广交会、"粤贸全球"组织企业参展揽单,全 方位拓展海内外市场空间。(完) 一批民营企业成长为行业标杆,海大集团、唯品会等8家企业入选"中国民营企业500强",小鹏汽车、立 白等9家企业入选"中国制造业民营企业500强"。21家民营企业上榜全球独角兽企业,占全市独角兽企业 总数的87.5%。 中新社广州2月6日电 (记者 蔡敏婕)记者6日从广州市委统战部获悉,2025年广州民营企业进出口总额达 7516.9亿元(人民币,下同),同比增长17.2%,高出全市进出口同比增速6.8个百分点,占全市进出口总 额的60.6%。 广州市非公有制经济人士优秀中国特色社会主义事业建设者暨光彩事业贡献奖表彰大会当天在广州举 行。60名非公有制经济人士和 ...
Stellantis重挫23% 因计提巨额电动车重组费用
Xin Lang Cai Jing· 2026-02-06 15:44
责任编辑:张俊 SF065 大型跨过汽车制造集团Stellantis(STLA)周五早盘重挫23%,此前该集团警告称,将计提222亿欧元费 用以缩减其电动车推进计划,导致股价下跌超过20%,凸显了全球电动车市场日益增长的压力。 责任编辑:张俊 SF065 大型跨过汽车制造集团Stellantis(STLA)周五早盘重挫23%,此前该集团警告称,将计提222亿欧元费 用以缩减其电动车推进计划,导致股价下跌超过20%,凸显了全球电动车市场日益增长的压力。 ...
拟首超50%!东风汽车“借东风”
Zhong Guo Ji Jin Bao· 2026-02-06 15:20
Core Viewpoint - Dongfeng Motor aims to achieve a significant milestone in 2026, with annual sales targets of 3.25 million vehicles, including 1.7 million new energy vehicles (NEVs) and 600,000 exports, leading to a NEV penetration rate exceeding 50% for the first time at 52.31% [2][4]. Group 1: Sales and Market Strategy - Dongfeng Motor's sales target for 2026 is ambitious, with a focus on both scale and efficiency as it transitions from an investment phase to a harvest phase [4]. - The company plans to launch strategic new models, including the Mengshi U series and the Lantu H series, alongside key products from Yipai and Fengshen in 2026 [12]. - The company aims to have a strong presence in every market segment with models that can win customer acclaim [14]. Group 2: Technological Advancements - 2026 is designated as the "Year of Technology Realization" for Dongfeng, with plans to implement advanced technologies such as the next-generation high-efficiency Maher engine and the Tianyuan intelligent driving system [6][8]. - Dongfeng's R&D investment intensity reached 7.9% in 2025, and it has maintained the highest number of invention patent authorizations among Chinese independent vehicle manufacturers for four consecutive years [7]. - The company has achieved a 67% localization rate for chips in its self-owned brand vehicles, emphasizing the importance of foundational technology and self-control in competitiveness [9]. Group 3: Organizational Structure and Innovation - Dongfeng is deepening its "One Dongfeng" strategy to create synergy among its various brands, which include Mengshi, Lantu, and Yipai Technology [10]. - The company is enhancing its organizational structure to allow greater autonomy for frontline business units, enabling quicker decision-making and responsiveness to market changes [14]. - Dongfeng is building a comprehensive innovation system from exploration to mass production, including the establishment of a significant integrated die-casting production line and a key laboratory for automotive intelligent technology [9].
Stellantis在电动汽车重置中预计获得260亿美元收入
Xin Lang Cai Jing· 2026-02-06 14:53
Core Viewpoint - Stellantis announced a charge of approximately $26 billion due to the ongoing low consumer willingness to purchase electric vehicles in the U.S., marking the highest cost disclosed by an automaker for electric vehicle investment missteps [1][6][7]. Group 1: Financial Impact - The company's stock plummeted by 25%, reaching its lowest point since the merger of Fiat Chrysler and PSA in 2021 [7]. - The charge includes about $8 billion expected to involve cash expenditures, such as compensating suppliers for canceled orders [9]. - Stellantis anticipates a net loss of €19 billion to €21 billion ($20.5 billion to $22.7 billion) in the second half of 2025, with adjusted operating profit margins expected to be negative for the previous year [10]. Group 2: Strategic Shift - Approximately two-thirds of the charge is related to canceled vehicle platforms and products, including the all-electric RAM 1500 and the popular Jeep Wrangler 4xe [2][7]. - The company is shifting focus towards traditional hybrid models, which are more affordable and do not require changes in consumer driving habits, while also reviving popular gasoline configurations like the eight-cylinder "HEMI" engine [2][8]. - Under the new CEO Antonio Filosa, Stellantis has halted several projects initiated by former CEO Carlos Tavares, including hydrogen fuel cell initiatives [3][9]. Group 3: Market Context - Consumer reluctance to purchase electric vehicles is attributed to high prices, concerns over range, and insufficient charging infrastructure [1][7]. - Regulatory changes, such as the relaxation of emission standards and the cancellation of tax credits for electric vehicles, have also influenced industry considerations [1][7].
理想汽车重仓AI,李想回应质疑:70%的时间仍聚焦汽车
Xin Lang Cai Jing· 2026-02-06 14:35
理想汽车正全力押注具身智能,全新L9成为其首款落地载体。2月5日和6日,理想汽车CEO李想连续两 天发长文为旗舰SUV全新理想L9造势,并宣布L9将在今年二季度内正式上市。李想称,"这两年有很多 人问我,是不是all in AI就不关注汽车了。恰恰相反,我们深知:具身智能必须长在一台好车上,才能 真正为用户创造价值。所以我有70%的时间聚焦在汽车上,这让我们更了解如何让车进化成真正的机器 人。" ...