在2025年广州全市经济数据公布后，近日各区也陆续公布了去年全年数据。纵观各区去年经济成绩单， 一个最新的变化是以往头部三强天河黄埔越秀的地位稳固、腰部三家白云海珠番禺竞争第四的格局开始 明显松动。近两年在白云机场客流增长、城中村改造投资激增等利好因素的支持下，白云区经济增长保 持强势，在争四的竞争中优势不断加大，在逐步拉开番禺海珠差距的同时，也开始逼近越秀第三的身 位。白云"坐四望三"的卡位也有望从以往各区"争四"的看点逐步变成"争三"。 白云"坐四望三"有望挑战越秀 在去年初天河区就提出要冲击全年GDP总量7000亿的目标，最终出炉的数据显示，2025年天河经济总量 为7017.18亿元，同比增长4.3%，顺利实现既定目标。 天河区公布的详细数据显示，去年全区经济增长的主要动能来自金融业，去年国内资本市场的火爆带旺 了金融产业的发展，拥有持牌金融机构超过260家、占全市超七成的天河也享受了这一波产业红利，全 年金融业增加值增长7.5%。此外，固定资产投资也是去年天河经济增长一大动力，相比全市去年固定 资产投资下降6.7%，天河实现了全区固定资产投资增长7.3%，其中工业投资增长10.6%，产业项目投资 城 ...

Core Viewpoint - Xiaomi is making significant moves in the automotive sector with the introduction of the new high-performance model YU7 GT, which is a mid-large SUV designed to compete in the performance vehicle market [2][14]. Group 1: Product Overview - The YU7 GT features a dual-motor all-wheel-drive system, with a total power output of 738 kW (1004 horsepower), significantly higher than the YU7 Max's 508 kW (690 horsepower) [4][5]. - The vehicle's top speed reaches 300 km/h, an improvement over the YU7 Max's 253 km/h, and it is equipped with a carbon-ceramic brake system, indicating its capability for track performance [5][10]. - The YU7 GT's design includes modifications for aerodynamics and aesthetics, such as a lower suspension and a more muscular appearance, while maintaining the same wheelbase as the YU7 [10][11]. Group 2: Market Positioning - Xiaomi aims to position the YU7 GT as a performance-oriented SUV, targeting a market segment that includes high-end brands like Porsche and Lamborghini, but at a more accessible price point of approximately 450,000 to 500,000 yuan [14][16]. - The introduction of the YU7 GT is seen as a strategic move to revitalize sales after the SU7 Ultra's decline, which has dropped from around 3000 units per month to single digits [14][16]. - The company is leveraging the growing consumer interest in high-performance vehicles that also serve practical family needs, potentially opening a new market segment for Xiaomi [16].

Toyota is reshaping its leadership once again, naming Kenta Kon as its next chief executive, with the transition set for April 1. Kon, currently the company’s chief financial officer, will step into the top role as part of a broader management realignment, according to Car & Driver.The move shifts current CEO Koji Sato into a dual position as vice chairman and chief industry officer. Toyota says the change is designed to reduce Sato’s workload, especially after he took on the chairmanship of Japan’s main au ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [35]. Core Insights - The report highlights a recovery in the passenger vehicle sector, driven by the implementation of subsidy policies and a shift in consumer demand. It emphasizes the importance of focusing on high-end electric vehicle manufacturers that are less sensitive to policy fluctuations, such as Jianghuai Automobile and Geely [25][26]. - In the heavy truck segment, the report anticipates a positive outlook for 2026, projecting domestic sales to reach 800,000 to 850,000 units, a year-on-year increase of 3% [30][28]. - The bus market is expected to see growth in 2026, with a conservative estimate of 40,000 units sold, reflecting a 40% year-on-year increase, supported by the continuation of subsidy policies [30][29]. - The motorcycle sector is projected to achieve total sales of 19.38 million units in 2026, a 14% increase year-on-year, with a significant focus on the large-displacement motorcycle market [26]. Summary by Sections Passenger Vehicles - Short-term recovery is anticipated in the passenger vehicle sector due to established subsidy policies, with a focus on high-end electric vehicles and companies less affected by policy changes [25][26]. - Key companies to watch include Jianghuai Automobile, Geely, Great Wall Motors, and BYD, among others [25]. Heavy Trucks - In 2025, wholesale heavy truck sales reached 1.144 million units, a 26.8% increase year-on-year, with domestic sales of 799,000 units, up 32.8% [30]. - The report recommends leading heavy truck manufacturers such as China National Heavy Duty Truck Group, Weichai Power, and FAW Jiefang [30][28]. Buses - The bus market saw a slight decline in 2025, with sales of 29,000 units, down 6% year-on-year. However, a rebound is expected in 2026, with a projected 40% increase in sales [30][29]. - Recommended companies include Yutong Bus and King Long [30]. Motorcycles - The motorcycle industry is forecasted to grow, with total sales expected to reach 19.38 million units in 2026, a 14% increase year-on-year, driven by large-displacement models [26]. - Recommended companies include Chunfeng Power and Longxin General [26].

2024年底，有极氪001 WE86车型车主反馈称，部分长行驶里程车辆存在充电变慢、电池容量衰减异常 等情况。对此，极氪宣布发起所谓"冬季关爱活动"，为全部极氪001 WE86车型免费更换全新电池包。 尽管极氪并未点明该车型所载电池品牌，但多方渠道信息均将矛头指向由欣旺达动力所供应的电芯。 【文/观察者网 潘昱辰 编辑/高莘】根据国家市场监督管理总局2月9日披露的信息，日前，浙江极氪智 能科技有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品召回管理条例实施办法》的要 求，受浙江吉利汽车有限公司委托向国家市场监督管理总局备案了召回计划。 此次召回的编号为S2026M0023V：自2026年3月6日起，召回生产日期从2021年7月8日至2024年3月18日 期间生产的部分极氪001WE版汽车，共计38277辆。本次召回范围内的部分车辆，由于高压动力电池的 部件制造一致性原因，长期使用动力电池内阻会异常升高，可能导致部分动力电池性能下降，极端情况 下可能导致动力电池热失控，存在安全隐患。 召回信息显示，极氪将对召回范围内车辆进行检查或远程诊断，对尚未更换动力电池的车辆免费更换动 力电池总成，以消除安全隐患。 ...

Tesla Vice President Raj Jegannathan, a 13-year veteran of the automaker, announced his departure from the company on Monday in a LinkedIn post. Jegannathan's most recent title was vice president of IT, AI-infrastructure, Business Apps and InfoSec. In his short LinkedIn post, Jegannathan wrote, "The journey at Tesla has been one of continuous evolution."Last year, Jegannathan was tasked with leading the electric vehicle maker's sales team after previous North America sales leader, Troy Jones, was dismissed. ...

US stock futures struggled for gains on Tuesday after the Dow’s (^DJI) latest record close, as Wall Street's march back to record territory continued following last week's tech sell-off. Dow Jones Industrial Average futures (YM=F) hovered above the flatline, with fresh all-time highs within reach. Meanwhile, contracts on the S&P 500 (ES=F) and the Nasdaq 100 (NQ=F) also crept into the green, looking to build on back-to-back closing wins. Investors appear to have regained confidence that tech stocks can ...

Market Overview - The S&P 500 gained over 40 points to reach 6975, just 27 points shy of its all-time high, driven by a tech rally led by NVIDIA [1] - The 10-year yield decreased as investors bought Treasuries, despite China advising its banks to avoid U.S. paper [1] - Silver saw a significant gain of 7% [1] Sector Performance - The tech sector has shown a broadening out of gains, with the equal-weighted index outperforming the cap-weighted index, indicating a rotation into less tech-dominated stocks [1][2] - Hedge funds have reportedly added record shorts on U.S. equities, reflecting a cautious market sentiment [1] Earnings and Economic Indicators - Q4 earnings reports have been strong, beating estimates more than in the previous three quarters, contributing to positive market sentiment [2] - The New York Fed's recession probability indicator has been elevated but is showing signs of improvement as the yield curve steepens, suggesting a lower probability of recession [2] Company Insights - Companies like Ford, Coca-Cola, McDonald's, and Kraft Heinz are expected to provide insights into consumer spending trends in upcoming reports [1] - Cadillac is making a significant push into Formula 1, aiming to attract a new fan base and leverage its American heritage through high-profile marketing efforts, including a Super Bowl commercial [2][3] Commodities and Investment Trends - The oil market is experiencing a tight trading window, with geopolitical risks potentially driving prices higher despite claims of a supply glut [5][6] - There is a noted shift in investment from tech to asset-heavy sectors, with commodities like metals and energy seeing increased interest [6] Competitive Landscape - Novo Nordisk is engaged in a legal battle with Hims & Hers, which has implications for the weight loss market, as Novo seeks to protect its intellectual property rights [4] - Eli Lilly is outperforming Novo in the obesity treatment market, with growth guidance indicating a 25% increase compared to Novo's projected 9% decline [4]

2026.02. 10 谷歌旗下Waymo宣布在美国纳什维尔实现完全无人驾驶运营 谷歌旗下的自动驾驶公司Waymo周一宣布，已在田纳西州纳什维尔市实现完全无人驾驶运营。 目前，Waymo在旧金山湾区、洛杉矶、亚利桑那州凤凰城都会区、得克萨斯州奥斯汀市以及佐治亚 州亚特兰大市运营着超过2500辆自动驾驶车辆。 值得注意的是，投资者对自动驾驶领域的兴趣持续升温。这家自动驾驶初创企业上周宣布，在一轮融 资中筹集160亿美元资金，估值达到1260亿美元，在不到两年的时间里估值几乎增长了两倍。 微信编辑 | 夏木 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 本文字数：461，阅读时长大约1分钟 作者 | 第一财经 樊志菁 谷歌母公司Alphabet周一启动高评级美元债券发行，计划募资约200亿美元，用于支撑2026年最高 1850亿美元的资本开支，重点投向AI芯片、数据中心与云计算 ...

Raj Jegannathan, who was once tasked with managing Tesla's sales and service team in North America, announced his departure from the company on Monday. Jegannathan, Tesla's vice president of IT, took over the sales organization shortly after Troy Jones, the former vice president of North America sales and service, left the company in July. During his time on the team, Jegannathan worked to incorporate more AI tools in sales and service team workflows, five people with knowledge of the issue told Business I ...