Core Viewpoint - Honda Motor announced an extension of a production halt at three car plants in China by two weeks due to a semiconductor shortage, indicating ongoing supply chain challenges for the company [1] Company Summary - Honda Motor is facing persistent supply chain strains, particularly related to semiconductor availability, which has led to the decision to halt production at three facilities in China for an additional two weeks [1] Industry Summary - The automotive industry continues to experience significant disruptions due to semiconductor shortages, affecting major manufacturers like Honda Motor and highlighting the fragility of supply chains in the sector [1]

原本定于2025年12月31日的直播，因雷军感冒严重推迟到今年1月3日，而这场迟到的直播，却一次性抛 出了小米汽车的年度大计和对舆论的强硬回应。首先雷军公布了2026年销量目标55万台！要知道这个数 字比2025年的目标足足多了25万台，底气从哪来呢？我们看看小米汽车过往的成绩：2024年交付13.5万 台超额3.5万，2025年交付41万台超额1.1万，连续两年超额完成目标的小米，这次显然想再上一个台 阶。除此之外，小米对"绿化带战神"这一负面标签选择了正面硬刚。随着SU7交付量提升，网上流传着 不少其冲进绿化带的视频，经过恶意剪辑和反复投放，让这个标签越传越广，甚至牵连车主遭受人身攻 击。对此，小米公关部总经理徐洁云直言这是刻意带节奏的结果，雷军也表示，骂小米的流量有时比夸 的还大。而小米的反击不止于表态：2025年1-9月，法务部已评估1.6万多条舆情线索，起诉92个恶意侵 权账号，徐洁云更明确，集中辟谣只是开始，每月都会公布维权进展。不过要实现55万台的目标，光靠 嘴硬可不够。小米计划今年推出四款新车型，包括改款和行政加长版的SU7，还有两款对标理想、问界 的增程式SUV，覆盖更多细分市场。新车型加上 ...

Group 1 - The core viewpoint of the article is that Xiaomi's approach to vehicle safety, specifically the "wheel loss protection" design, is a mature safety design concept already implemented by many luxury car brands [2] - Xiaomi's founder and CEO Lei Jun emphasized that the company has invested significant effort into vehicle safety design, stating that safety is a fundamental and primary concern from the outset of their automotive venture [2]

Oil Market - Oil prices fell, with U.S. benchmark crude trading at $57.09 per barrel, down 23 cents, and Brent crude at $60.58 per barrel, down 17 cents [2] - Venezuela's oil industry, currently producing about 1.1 million barrels per day, may see output double or triple with significant investments, despite being in disrepair due to years of neglect and sanctions [3] Precious Metals - The price of gold rose by 1.9% and silver surged by 5.7%, as these assets are viewed as safe havens amid geopolitical turmoil following the U.S. capture of Venezuelan President Nicolás Maduro [4] Stock Market Performance - Asian share prices opened higher, with the Nikkei 225 increasing by 3% to 51,853.53, marking a year-end high for 2025 [5] - South Korea's Kospi surged 3.1% to 4,441.80, also closing at a record high [6] - The Dow Jones Industrial Average rose by 0.7% to 48,382.39, while the Nasdaq composite fell slightly by less than 0.1% to 23,235.63, influenced by declines in major tech stocks like Microsoft and Tesla [8][9] Economic Outlook - Upcoming economic updates will include reports on the services sector, consumer sentiment, and job market data, which are expected to provide insights into the U.S. economy's performance at the end of 2025 and its trajectory for 2026 [10][11]

As Tesla Inc.’s (NASDAQ:TSLA) shares continue to soar, former fund manager George Noble says that its valuations are fundamentally disconnected from reality, even after considering its ambitious robotaxis and Optimus humanoid robots. Tesla Shares Significantly OvervaluedNoble, who ran Fidelity’s Overseas Fund, outlined Tesla’s “sum of the parts valuation,” considering its various products and segments, before comparing each of them with the valuations of peers and competitors, on Sunday, in a post on X.Star ...

经营范围涵盖动力科技、新能源技术开发及转让，新能源汽车、摩托车、电池、充电桩、电子产品、电 源及其零部件的研发、生产、销售及维护，并具备货物及技术进出口资质。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：近日，理想汽车旗下重庆车之芯动力科技有限公司发布注销备案公告，注销原因为"因合并 或分立"。 根据公开资料整理，该公司成立于2018年12月，法定代表人为马东辉，注册资本8000万元，由江苏心电 互动汽车销售服务有限公司全资控股。 ...

搜狐号@PChome电脑之家 针对被拆解的YU7作何用途，雷军表示，"专门问了拆车的工程师，他们说，肯定能装回去，这几天就把车装好，并且会经过严格的质量检验"。值得注意 的是，雷军强调，"这辆车不会再进入销售渠道，将来可能做试验用。" 近日，小米创办人，董事长兼CEO雷军在社交媒体平台举办直播活动，现场拆解了一台小米YU7，回应了诸多争议。 据悉，2026年1月3日晚，雷军携工程师团队开启小米SU7拆解直播，时长约4小时，最高在线超300万人，核心是回应车辆安全、用料等争议，以标准版实 车四步拆解（四门两盖—内外饰—底盘三电—前舱热管理与线束），直观呈现龙式车架与核心技术。拆解中重点展示2200兆帕超强钢防滚架、74.4%高强 钢覆盖率、一体化压铸三角梁等车身结构；电池包14层防护、电芯倒置设计，制动系统四层冗余，还回应"甩尾"争议，推出湿滑模式并建议公共道路勿关 ESP。雷军在直播时呼吁网友理性评价，合理批评。 ...

Group 1 - In December, six European countries combined sales reached 120,000 units, with a month-on-month increase of 72% and a year-on-year increase of 24%. Pure electric registrations accounted for 84,000 units, representing 70.3% of total sales [1] - The total passenger car registrations in December were 342,000 units, showing a month-on-month increase of 7% and a year-on-year increase of 7%. The electric vehicle penetration rate reached 35.2%, with a year-on-year increase of 13.3 percentage points and a month-on-month increase of 4.6 percentage points [1] - Cumulative sales for the six countries from January to December reached 948,000 units, reflecting a year-on-year increase of 45%. The electrification rate was 25.6% [1] Group 2 - It is projected that total sales in Europe will approach 4 million units in 2025, representing a growth of 35%. The growth rate is expected to maintain above 30% in 2026, with potential for exceeding expectations [1] - In Italy, December electric vehicle registrations were 22,000 units, with a year-on-year increase of 132% but a month-on-month decrease of 9%. The penetration rate for electric vehicles was 20.3%, with a year-on-year increase of 11.4 percentage points [1] - In Norway, December electric vehicle registrations reached 35,000 units, with a year-on-year increase of 195% and a month-on-month increase of 77%. The penetration rate for electric vehicles was 100.1% [1] - In Sweden, December electric vehicle registrations were 16,000 units, showing a month-on-month decrease of 1% but a year-on-year increase of 19%. The penetration rate for electric vehicles was 68.6% [1] Group 3 - In Spain, December electric vehicle registrations were 26,000 units, with a year-on-year increase of 60% and a month-on-month increase of 11%. The penetration rate for electric vehicles was 21.3% [2] - In Switzerland, December electric vehicle registrations reached 11,000 units, with a year-on-year increase of 47% and a month-on-month increase of 65%. The penetration rate for electric vehicles was 43.4% [2] - In Portugal, December electric vehicle registrations were 9,000 units, with a year-on-year increase of 14% and a month-on-month increase of 1%. The penetration rate for electric vehicles was 36.7% [2] Group 4 - The procurement of battery cells by manufacturers is focusing on balancing performance and cost [6] - BYD is expanding its presence in Southeast Asia [6] - CATL reports that the growth in the energy storage market is outpacing that of the power market [9]

Group 1: Demand Situation During New Year - Overall passenger car demand during the 2026 New Year holiday was relatively weak, with only a few brands like Geely Galaxy, Zeekr, and Tesla seeing some customer flow [1] - New energy vehicle orders saw a significant decline, with daily electric vehicle orders dropping by 30%-50% and gasoline vehicle orders down by 20%-30% [1] - The main reason for the decline was consumer reaction to the half-price vehicle purchase tax policy, with many customers from the previous year not quickly converting their orders [1] Group 2: Future Outlook - Many automakers have set significant growth targets for 2026, but with current weak orders, manufacturers are likely to implement promotional policies to ensure sales [2] - There is still demand for car purchases during the New Year, and combined with promotions from manufacturers and dealers, a gradual recovery is expected [2] Group 3: Price Outlook - The first quarter is expected to see downward pricing and inventory clearance, with current discounts being reasonable [3] - The single vehicle subsidy from the purchase tax policy is around 4%-5%, and as long as it does not lead to losses for manufacturers and dealers, it should comply with regulations [3] Group 4: Impact of Raw Material Price Increases - In January, automakers are focused on inventory digestion, and end consumers have not yet felt the impact of price increases [4] - Any potential price hikes are expected to occur after March, coinciding with the new car release cycle [4] Group 5: Annual Demand Outlook - The total domestic passenger car registration volume in 2026 is expected to decline slightly by 2%-3%, making it difficult to match 2025 levels [5] - Gasoline vehicle sales are projected to drop by 1.5-1.8 million units, creating additional space for new energy vehicles, which are expected to grow by 5%-10% [5] - The market share of plug-in hybrids is anticipated to increase from 20% to 25%, while pure electric vehicles are expected to maintain around 35% market share, with plug-in hybrids having a greater impact on conservative gasoline vehicle users [5]

【CNMO科技消息】1月5日，小米公司董事长雷军在社交平台发文，再次回应近期关于小米汽车"车轮 撞掉"的争议。他强调，"丢轮保车"是豪华品牌早已广泛应用的成熟安全设计理念，该技术最早由奔驰 系统性提出并量产落地。 雷军转发相关科普表示，自己原以为这项技术起源于沃尔沃，现在才知道真正源头可追溯至20世纪50年 代的梅赛德斯-奔驰。当时，奔驰安全工程师贝拉·巴列尼（Béla Barényi）率先提出现代被动安全核心理 念，包括车身溃缩吸能区与"力的传导路径"设计。在他的方案中，前悬架与车轮在严重正面碰撞时会通 过预设的结构弱化点向外、向后脱离，避免硬性侵入乘员舱。这一理念于1959年在奔驰W111车型上首 次实现量产，成为"丢轮保车"安全逻辑的雏形。 雷军指出，这种设计并非刻意让轮子"飞出去"，而是在极端碰撞工况下，通过牺牲车轮、悬架等非关键 部件，将冲击能量有效耗散于车头区域，从而最大限度保护乘员生存空间。此后，沃尔沃、宝马、奥迪 等品牌陆续在各自车型中采用并优化类似结构，使其成为行业通行的安全工程实践。 他同时提到，在1月3日的小米YU7拆车直播中，观众已能清晰看到相关结构设计细节，体现出小米在汽 车安全上的 ...