记者丨曾静娇 庞华玮 编辑丨江佩霞 美东时间周四，美股三大指数集体跌超1%，道指跌近600点，纳指跌超360点，科技股普跌，中概股逆势飘红；国际金银价格刷新日低，现货 白银重挫近20%；国际油价集体飘绿，比特币跌至6.4万美元。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 48908.72 | 22540.59 | 6798.40 | | -592.58 -1.20% -363.99 -1.59% -84.32 -1.23% | | | | 美国科技七巨头 | 中概科技龙头 | 中国金龙 | | 63266.41 | 4067.33 | 7528.91 | | -1132.95 -1.76% | | -18.30 -0.45% +67.30 +0.90% | 科技股普跌，甲骨文跌超7%，微软跌近5%，亚马逊跌超4%，特斯拉跌逾2%，英伟达跌超1%。 盘后，亚马逊跌幅扩大至10%，其公布的最新财报显示，第四财季净利润211.9亿美元，同比增长6% 芯片股涨跌互现，ARM涨超5%，应用材料涨逾2%，科天半导体涨超1%，拉姆研究涨逾1%。高通跌超8%，西部数据、 ...

Group 1 - The article discusses the challenges faced by foreign automotive companies in China, highlighting the declining sales and the need for strategic adjustments in response to the competitive market environment [9][10][12] - Porsche's sales in China have significantly decreased from a peak of 95,671 units in 2021 to only 41,938 units in 2025, marking a year-on-year decline of 26.28% [8] - The CEO of Porsche China, Alexander Pollich, emphasizes the importance of cost control and operational efficiency in light of the current market challenges, stating that the company must focus on its core development and internal strengths [15][17] Group 2 - Renault's CEO, François Provost, highlights the company's shift from being a technology exporter to seeking inspiration from China, establishing a global R&D center in Shanghai to leverage local supply chain advantages [20][21] - The Twingo E-Tech electric vehicle project, developed in China, has demonstrated a significantly reduced development cycle of just 21 months, showcasing the efficiency of the Chinese automotive ecosystem [20] - Renault plans to deepen its integration into the Chinese market while avoiding a return to direct sales, focusing instead on collaboration and mutual empowerment within the local ecosystem [23][24] Group 3 - Hyundai's CEO, José Muñoz, reaffirms the company's commitment to the Chinese market, planning to introduce its high-end brand Genesis and enhance local operations through increased investment and support [35][37] - The partnership between Beijing Automotive Group and Hyundai involves a substantial investment of $1.095 billion to support electric and intelligent vehicle development, indicating a long-term strategy for market adaptation [38][41] - Despite past challenges, Hyundai remains dedicated to the Chinese market, with a focus on localizing technology and improving decision-making processes to better meet consumer needs [36][44]

◐山东海阳核电三期工程首台盾构机顺利下线。 据新华社报道，2月4日从中铁十八局集团了解到，山东海阳核电三期工程首台盾 构机"海核一号"顺利下线，未来将用于循环水排水工程隧洞施工。此次下线的"海核一号"盾构机最大开挖直径达7.29米，整机长 126米，承担循环水排水工程5号机组隧洞掘进任务。 ◐吉林：推进新能源产业发展，年内投资逾千亿元。 据中新网报道，吉林省2月4日召开专题会议，研究2026年新能源开发及"绿氢 +"产业发展工作。该省锚定今年新能源新增开发装机突破1000万千瓦，产业投资超过1000亿元。 新闻聚焦 ◐工信部：公示绿色工厂、绿色工业园区（2025年）名单。 2月5日，工信部发布2025年度绿色工厂、绿色工业园区公示名单。其 中指出，经省级工业和信息化主管部门推荐及专家审核，现将2025年度新培育绿色工厂、绿色工业园区以及动态管理调整的工厂、 园区予以公示。 【更多详情】 ◐中老500千伏联网工程输电线路全线贯通。 据新华社报道，2月5日，中老500千伏联网工程中国段和老挝段输电导线在中国云南 省磨憨与老挝磨丁交界处实现物理连通，标志着该工程国内外线路全线贯通。该项目是继中老铁路之后，中老两国共 ...

加拿大将继续对从美国进口的汽车征收反制性关税，同时正研究相关举措，鼓励本土汽车制造商扩大生 产规模、增加产业投资。 此外，加拿大政府还将推出一项规模达23亿加元的新扶持计划，对产自加拿大自贸协定缔约国的电动汽 车，提供最高5000加元的购车补贴。加拿大政府还承诺投入15亿加元，完善全国电动汽车充电网络建 设。 加拿大政府周三宣布，将废除全国性电动汽车销售强制令，这标志着马克・卡尼总理领导的自由党政府 在气候政策上再度做出收缩调整。 2023年，在时任总理贾斯汀・特鲁多执政时期，加拿大政府曾颁布强制令，要求2026年全国销售的汽车 中，零排放车型占比需达到20%。这一政策此前便遭到汽车制造商的反对，车企认为该政策带来的成本 难以承受；而随着美国新一届政府削减对电动汽车的支持力度，这项强制令的推行更显步履维艰。 加拿大政府表示，将为2027-2032款车型制定更严格的排放标准，此举将助力该国实现2035年电动汽车 销售占比75%、2040年达90%的目标。 卡尼办公室在一份声明中称，取消电动汽车销售强制令，"将优化减排政策体系，聚焦加拿大民众关注 的实际减排成果，同时避免给加拿大本土产业带来过度负担"。 卡尼指出 ...

Core Viewpoint - Xiamen King Long United Automotive Industry Co., Ltd. has released its bus production and sales data for January 2026, indicating the company's performance in the automotive sector [1]. Group 1: Production and Sales Data - The company reported its bus production and sales figures for January 2026, which are presented in units [1]. - The data is preliminary and subject to final confirmation in the company's regular reports [1]. Group 2: Corporate Governance - The board of directors of Xiamen King Long Automotive guarantees the accuracy and completeness of the announcement, taking legal responsibility for any false or misleading statements [2].

Core Insights - Dongfeng Motor aims for a total sales target of 3.25 million units in 2026, with 1.7 million units from new energy vehicles and 600,000 units for exports, focusing on "intelligent, green, and integrated" transformation [1][2] Group 1: Strategic Goals - The company emphasizes the "One Dongfeng" strategy to enhance collaboration across its various business segments, showcasing a commitment to innovation and transformation [2][3] - Dongfeng plans to implement technology advancements from concept to reality, marking 2026 as the "Year of Technology Realization" with new power systems and smart driving technologies [2][3] Group 2: Product Development - The new brand "Yijing," co-created with Huawei, will be globally launched in March, focusing on high-end intelligent vehicles that understand user needs [4] - Dongfeng will introduce several new models across its brands, including the U series, high-end models from Lantu, and new strategic vehicles from Fengxing, aiming to capture various market segments [4] Group 3: Market Strategy and Reforms - The company is set to deepen its organizational reforms to enhance market responsiveness by granting more autonomy to frontline business units, ensuring quicker decision-making and actions [6] - In 2025, Dongfeng's overall sales are projected to reach 2.47 million units, with new energy vehicle sales at 1.05 million units, reflecting a 21% year-on-year growth and marking a transition to a phase of "scale and efficiency" [6]

Core Viewpoint - Mercedes-Benz has adjusted the manufacturer's suggested retail prices (MSRPs) for key models, including the C-Class, GLC, and GLB, by approximately 10%, in response to significant sales declines in the Chinese market [1][7]. Price Adjustment Impact - The price reduction includes specific models such as a decrease of around 33,000 yuan for the C 200 L, 38,000 yuan for certain GLB 200 models, and 68,000 yuan for the GLC 300 coupe [1]. - Despite the official price cuts, the actual impact on terminal sales appears minimal, as dealers continue to offer substantial discounts based on previous pricing structures [2][5]. Dealer Challenges - The adjustment is intended to provide some liquidity relief for dealers, but it does not fully meet their overall demands [3]. - Dealers are facing significant operational challenges, including high inventory levels, terminal prices falling below procurement costs, delayed rebate payments, and unrealistic sales targets [10]. - Approximately 50% of surveyed dealers reported losses in the first half of 2025, with 80% of main sales models experiencing price inversions, leading to a situation where selling more results in greater losses [10]. Market Context - The sales decline for Mercedes-Benz in China is notable, with a 19% drop in sales, making it the largest decline among major global markets [8]. - The luxury car market in China is increasingly competitive, with local high-end brands exerting pressure on traditional luxury brands, further complicating Mercedes-Benz's market position [8]. Structural Issues - The ongoing tension between dealers and the brand has escalated, with a significant number of dealerships closing or transitioning to new brands [13]. - The China Automobile Dealers Association has reached out to Mercedes-Benz regarding these channel risks, but no concrete policy adjustments have been announced yet [13]. - Mercedes-Benz's CEO has indicated a commitment to improving product offerings and service quality in the Chinese market, with plans to introduce over 15 new and updated models in 2026 [13].

Core Viewpoint - Mercedes-Benz has initiated a price reduction for key models in the Chinese market, following a similar move by BMW, in response to significant sales declines [2][3][6]. Group 1: Price Adjustments - Mercedes-Benz adjusted the suggested retail prices for models such as the C-Class, GLC, and GLB by approximately 10%, with specific reductions including around 33,000 yuan for the C 200 L, 38,000 yuan for certain GLB 200 models, and 68,000 yuan for the GLC 300 coupe [2]. - Despite the official price cuts, the actual transaction prices remain largely unchanged due to dealer discounts, which are based on the previous pricing structure [5]. Group 2: Sales Performance - The global sales of Mercedes-Benz passenger cars fell by 9% year-on-year to 1.8008 million units, with the Chinese market experiencing a 19% decline, totaling 551,900 units, which represents 31% of global sales [6]. - The decline in sales is attributed to a disconnect between product strategy and market changes, particularly in the context of the growing penetration of electric vehicles in the luxury segment [6]. Group 3: Dealer Challenges - Mercedes-Benz dealers are facing significant operational challenges, including high inventory levels, selling prices below procurement costs, delayed rebate payments, and unrealistic sales targets [7]. - Approximately 50% of surveyed dealers reported losses in the first half of 2025, with 80% of main models experiencing price inversions, leading to a situation where increased sales result in greater losses [7]. Group 4: Response to Dealer Concerns - The China Automobile Dealers Association has reached out to Mercedes-Benz multiple times to address dealer concerns and push for structural improvements, but no specific policy adjustments have been announced yet [8]. - Mercedes-Benz's China President has indicated a commitment to improving product quality and service, with plans to introduce over 15 new and updated models to the Chinese market in 2026 [9].

IT之家 2 月 4 日消息，追觅今日举办《敢梦敢为 · 追觅之夜》演唱会。据鞭牛士报道，演唱会暖场视频中，追觅首次透露三款追觅汽车 SUV 车型名称及外 观，分别为星际 T08、星际 T08L 和星际 D09。 此外，三款车型的品牌名定为 STAR MOTOTR 星际穿越。 追觅演唱会邀请了撒贝宁、龚韵熹主持。表演嘉宾包括李克勤、韩红、张信哲、毛不易、萧敬腾、陈慧琳等。 据IT之家此前报道，追觅早在 2025 年 9 月就公布了其首款 SUV 车型的官图，以劳斯莱斯库里南为竞争对手，看造型有点像今晚公布的星际 D09。 官方透露，该车将搭载"超级底盘技术"，提供双向 24 度后轮转向，转弯半径 < 5 米，匹配智能四擎独立驱动 系统和主动悬架。车辆还将搭载"全球首创自进化能量回收系统"，号称可实现"驾驶行为个性化建模"，令"回 收效率提升 18%、能耗匹配度提升 30%、高速续航增加 12%"。 ...

Core Viewpoint - The article discusses the recent OTA upgrades for Lantu Automotive and Mengshi Automotive, focusing on the integration of Huawei's advanced driving system ADS 4.1, enhancing safety and driving experience for users during the 2026 Spring Festival travel season [1][4]. Group 1: Lantu Automotive - Lantu Automotive officially launched its first major OTA upgrade for the Lantu Taishan model on February 4, 2026, featuring Huawei's ADS 4.1, which enhances smart cockpit, assisted driving, and off-road performance [1]. - The upgrade introduces new features such as eAES anti-clamping function, which predicts collision risks and assists in safe lane changes, and emergency cornering assistance that limits power output or activates braking to ensure safe navigation through sharp turns [2]. - The Lantu Taishan's navigation assistance has been expanded to rural and mountainous roads, providing comprehensive support for various driving scenarios, thereby improving driving comfort and reducing driver fatigue [2]. Group 2: Mengshi Automotive - Mengshi Automotive also initiated its OTA upgrade on January 30, 2026, with the Mengshi M817 model being one of the first to receive Huawei's ADS 4.1, enhancing its position as a leader in the luxury smart off-road vehicle segment [4][8]. - The Mengshi M817 features the eAES anti-clamping function, which helps avoid rear-end collisions by automatically planning optimal evasive maneuvers when detecting rapid deceleration of the vehicle ahead [7]. - The upgrade includes advanced parking features, allowing the vehicle to automatically search for available parking spots and store frequently used parking areas, addressing common parking challenges during the busy Spring Festival [7][8].