Key Takeaways ALSN completed a $2.7B acquisition of Dana's Off-Highway unit, forming a $5.5B revenue enterprise.Allison saw defense sales jump 47% in Q3 2025, with 3040MX wins in India and Poland.ALSN raised dividends 8%, added $1B to buybacks, and advanced eGen portfolios globally.Allison Transmission Holdings, Inc. (ALSN) , a global leader in high-performance mobility and work solutions, has completed the acquisition of Dana Inc.’s (DAN) Off-Highway Drive & Motion Systems business for approximately $2.7 b ...

Core Viewpoint - Porsche China confirmed the termination of the dealership agreement with Zhengzhou Zhongyuan Porsche Center, effective December 31, 2025, due to issues related to the investor Dong'an Holdings Group's financial chain [1] Group 1 - On December 23, 2025, Zhengzhou Zhongyuan Porsche Center abruptly closed, affecting customers' ability to pick up vehicles and receive maintenance services [2] - Porsche China issued an apology to affected customers on December 25, 2025, acknowledging the disruption caused by the dealership's closure [2] - The company is actively working to resolve the situation, including discussions with affected customers regarding ordered vehicles and issues related to vehicle registration certificates [2]

Investment Highlights - The automotive industry is expected to see a recovery in passenger vehicle demand in Q1 2026 due to the implementation of subsidy policies, with a focus on high-end electric vehicles and established export-oriented companies [3][4][5][34] - The heavy truck sector benefits from a new policy that maintains subsidy levels, with expectations of 800,000 to 850,000 units sold domestically in 2026, reflecting a 3% year-on-year increase [4][29][38] - The bus sector anticipates a slight increase in sales to 40,000 units in 2026, supported by the continuation of subsidy policies [4][28][38] - The motorcycle market is projected to grow, with total industry sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year, driven by strong export growth [5][35] Passenger Vehicle Sector - The implementation of subsidy policies is expected to convert pent-up demand into sales, with a focus on companies less sensitive to policy changes, such as Jianghuai Automobile and high-end brands like Geely and Great Wall [3][34] - The domestic market is expected to prioritize stability, while exports will focus on companies with proven execution capabilities, such as BYD and Changan [3][34] Heavy Truck Sector - The new policy for heavy trucks has exceeded expectations, maintaining subsidy levels from 2025, which is anticipated to accelerate the rollout compared to previous years [4][29][38] - The domestic sales forecast for heavy trucks in 2026 is optimistic, with expectations of 80,000 to 85,000 units sold, reflecting a 3% increase year-on-year [4][29][38] Bus Sector - The bus sector's subsidy policy has also exceeded expectations, with sales projected to reach 40,000 units in 2026, a 5% increase year-on-year [4][28][38] - The market anticipates a continued push for electric buses, supported by government incentives [28][38] Motorcycle Sector - The motorcycle market is expected to see significant growth, particularly in the large-displacement segment, with total sales projected at 1.26 million units in 2026, a 31% increase year-on-year [5][35] - Exports are expected to rise significantly, with a forecast of 830,000 units in 2026, reflecting a 50% increase [5][35] Overall Market Outlook - The overall automotive market is projected to grow, with total industry sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year [5][35] - The heavy truck and motorcycle sectors are particularly well-positioned for growth due to favorable policy environments and increasing export opportunities [4][5][35]

Core Insights - Dividend stocks can provide a reliable stream of passive income, with Ford Motor Company and Pfizer being notable examples due to their high dividend yields of over 4.5% and approximately 6.9%, respectively [1][6]. Ford Motor Company - Ford has a history of inconsistent dividend payments, having cut its dividend during the Great Recession and again in 2020 due to the pandemic, but has paid dividends consistently since then, including special dividends in 2023 [3][4]. - In the first three quarters of 2025, Ford paid out about $2.4 billion in dividends while generating approximately $2.8 billion in profits, which reflects a significant year-over-year decline in profits due to various challenges [4]. - Ford generated adjusted free cash flow of $5.7 billion and is projecting an additional $2 billion to $3 billion in free cash flow for the final quarter of the year, with full-year adjusted EBIT expected to be between $6 billion and $6.5 billion [5]. Pfizer - Pfizer has faced uncertainty following its peak during the COVID-19 pandemic, where it was a major vaccine provider, but has struggled since then due to expiring patents and challenges related to its drug pipeline acquired through large acquisitions [6][7].

Core Viewpoint - The collaboration between GAC Group and Huawei aims to enhance the competitiveness of smart mobility solutions globally, focusing on the integration of cutting-edge technologies like AI and the HarmonyOS ecosystem [1][3]. Group 1: Partnership Development - GAC Group signed a comprehensive cooperation framework agreement with Huawei on January 5, 2026, marking a significant step in their ongoing partnership [1]. - The partnership will leverage both companies' strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services to accelerate the smart and international development of China's automotive industry [1][3]. Group 2: Technological Collaboration - GAC Group will work with Huawei to deepen the implementation of the HarmonyOS ecosystem in enterprise operations and user services, aiming to boost business growth and productivity [3]. - The collaboration will expand the technical cooperation boundaries, particularly in AI and other advanced fields, enhancing product innovation and technology application [3][4]. Group 3: Historical Context - GAC Group has been a pioneer in collaborating with Huawei since signing a strategic cooperation agreement in June 2017, focusing on smart connected electric vehicles [4]. - Over the past year, GAC and Huawei have engaged in multiple significant collaborations, including the establishment of GH Project Company with a registered capital of 1.5 billion yuan to accelerate joint initiatives [5]. Group 4: Brand Development - The "Qijing" brand was officially announced in September 2025, representing a high-end smart electric vehicle brand co-created by GAC Group and Huawei, integrating advanced smart technologies [6]. - GAC Group and Huawei's collaboration has led to the rapid deployment of the GAC Huawei Cloud Car Machine technology, which was implemented in the Aion UT model within 20 days of its global debut [6].

Core Viewpoint - Xiaopeng Motors has successfully completed the trial assembly of its first globally launched model, the 2026 Xiaopeng P7+, at the Graz factory in Austria, indicating progress in its localization strategy for electric vehicle production in Europe [1] Group 1 - Xiaopeng Motors announced the completion of trial assembly for the 2026 Xiaopeng P7+ at the Graz factory in Austria [1] - The company is collaborating with the Magna factory in Austria to advance the localization of electric vehicle production in Europe [1] - This project marks Xiaopeng Motors' first localized production initiative in Europe [1]

PRINCETON, N.J., Jan. 5, 2026 /PRNewswire/ -- Honda Motor Co., Ltd. ("Honda") and Princeton NuEnergy Inc. ("PNE") today announced the signing of a memorandum of understanding (MOU) to advance discussion on collaboration around next-generation lithium-ion battery recycling technologies. The agreement reflects the companies' shared intention to strengthen the circular battery materials supply chain and U.S energy independence through innovative recycling and rejuvenation pathways. PNE's continued growth, comb ...

Core Insights - Cerence Inc. has announced a partnership with Geely Auto to implement Cerence xUI™, a hybrid AI platform aimed at enhancing the in-vehicle voice interaction experience for overseas users [1][2]. Group 1: Partnership Details - The collaboration leverages Geely Auto's AI technology and Cerence's expertise in hybrid AI to prioritize overseas user needs, enhancing driving safety and convenience [2]. - Geely Auto will utilize Cerence xUI to introduce advanced voice interaction features, including multi-intent recognition and natural language understanding, tailored to regional linguistic and cultural preferences [3]. Group 2: Product Features and Benefits - Cerence xUI enables a more natural and intuitive in-car assistant experience, transforming it from a reactive system to a proactive, context-aware companion [4]. - Key features of Cerence xUI include: - Natural, unconstrained dialogue allowing users to interact freely without unrecognized requests [6]. - Multi-intent functionality that allows the assistant to handle complex queries seamlessly [6]. - Support for multiple acoustic zones, providing personalized experiences for each passenger [6]. - Say What You See (SWYS) functionality for hands-free control of the user interface [6]. Group 3: Market Impact and Future Plans - The deployment of Cerence xUI in the Geely Galaxy M9 is set to begin in April 2026, showcasing the rapid market introduction of these AI solutions [4]. - Cerence's technology has been integrated into over 525 million vehicles, indicating a strong market presence and partnership with leading automakers [5].

2023年英国大奖赛上，周冠宇遭遇严重碰撞，赛车被顶翻滑出赛道，幸得Halo系统保护安然无恙，仅一 周后便重返赛场参加奥地利站比赛，展现出超强韧性。同年匈牙利站，他排位赛创生涯最佳的第五名， 却因正赛发车系统故障遗憾收场，但这样的起落从未磨灭他的斗志。2024年卡塔尔站，他以第八名完赛 斩获赛季首分，当选"当日最佳车手"，用实力为他在索伯车队生涯画上句点。 2025年，周冠宇转型加盟法拉利车队担任储备车手，从赛道前线转向技术研发。他深度参与模拟器测 试、2026新规赛车研发，驾驶多款法拉利赛车参与轮胎测试，不仅积累了顶级车队的技术经验，更提前 熟悉了主动空气动力学等新规要求，为回归正赛默默蓄力。 如今携手凯迪拉克车队，周冠宇与老队友博塔斯重逢，加入这支由通用汽车打造的F1新军。车队CEO 丹·托瑞斯评价他"兼具天赋与协作精神"，而周冠宇则表示："加入这支令人兴奋的新项目，感觉像回到 了家"。 转自：扬子晚报 北京时间1月5日，F1新军凯迪拉克车队官宣中国车手周冠宇加盟担任储备车手，这一消息为这位"中国 F1第一人"的围场征程续写了崭新篇章。 2022年3月的巴林赛道，注定载入中国赛车史册。当时22岁的周冠宇身 ...

U.S. stocks settled mostly higher on Friday, with the Dow Jones index gaining more than 300 points during the session. Key chip stocks, including Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU) gained during the session.Stocks recorded sharp gains in 2025, with the S&P 500 surging 16.39% for the year, recording its third consecutive double-digit annual surge, while the Nasdaq Composite gained 20.36%. The Dow, meanwhile, added 12.97% in 2025.Wall Street analysts make new stock picks on a daily basis. ...