记者丨张嘉钰 编辑丨黎雨桐 2月9日，亚太主要股指集体高开 ，截至 9:58 ，上证指 数涨0.98%，创业板指涨1.78%。光伏、算力硬件、半导体、AI应用、商业航天、核聚 变、黄金等概念股纷纷走强；油气、银 行、中药板块走弱。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4105.39 | 14108.47 | 1783.75 | | +39.81 +0.98% +201.73 +1.45% +30.15 +1.72% | | | | 万得全A | 创业板指 | 北证50 | | 6769.47 | 3293.92 | 1546.25 | | +87.00 +1.30% +57.46 +1.78% +25.36 +1.67% | | | | 沪深300 | 中证500 | 中证A500 | | 4695.50 | 8259.02 | 5865.95 | | +51.90 +1.12% +112.61 +1.38% +73.94 +1.28% | | | | 中证1000 | 深证100 | ...

Core Insights - Faraday Future Intelligent Electric Inc. reported stronger-than-expected engagement following the launch of its EAI Robotics products, indicating positive market reception [1] Company Update - The company, based in California, is focused on creating a global shared intelligent electric mobility ecosystem [1] - The engagement metrics for the EAI Robotics products trended at the top of major platforms across multiple channels, showcasing effective outreach and interest [1]

广大消费者及汽车以旧换新活动参与企业： 根据全省消费品以旧换新工作安排，现将2026年山西省汽车置换更新、汽车报废更新有关事项通告如 下： 一、提交汽车置换更新补贴申请有关事项 （一）服务平台进入方式 2026年山西省汽车置换更新服务平台（以下简称"省级服务平台"）于2026年2月8日10：00上线，先期开 通本年度汽车置换更新补贴申请资料接收功能。拟申请汽车置换更新补贴的个人消费者，通过登录云闪 付App进入"26年山西汽车置换更新补贴"入口，按照提示进行相关操作。 （二）补贴申请提交方式 申请汽车置换更新补贴的个人消费者必须为经公证摇号的已中签的消费者，未取得中签资格的个人消费 者，其补贴申请不予受理。消费者应在省级服务平台清晰、完整、准确填报提交以下申请材料： 1.申请人身份信息，需上传身份证正反面照片。 2.申请人银行账户信息，需上传境内发行的银行借记卡（Ⅰ类银行账户）照片。 3.转让旧车信息，需填写转让的乘用车旧车的车辆识别代号（VIN码）等信息，上传《二手车销售统一 发票》《机动车登记证书》（第1页至空白页）原件照片或扫描件。建议消费者上传清晰、完整、准确 的扫描件。 4.购置新车信息，需填写新购 ...

Group 1: Market Overview - In January 2026, China's heavy truck market is expected to sell approximately 100,000 units (wholesale), with terminal sales projected to decline by 5% to 10% year-on-year [1][2] - The new energy heavy truck segment is experiencing a severe decline, with terminal sales expected to drop over 85% month-on-month, while year-on-year figures are expected to remain stable, leading to a decrease in domestic penetration rate from 54% in December last year to around 20% [1][2] - The natural gas heavy truck segment is showing some year-on-year growth [1][2] Group 2: Industry News - He Xiaopeng announced that the Xiaopeng GX is expected to launch in April or May [2] - Xiaoma Zhixing and Moore Threads have formed a strategic partnership, bringing domestic full-function GPUs into the core area of autonomous driving [2] - The new generation of Li Auto L9 has launched the Livis ultimate version, positioning it as a flagship SUV for the embodied intelligence era [2] - NIO expects to achieve an adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025 [2] - BYD plans to achieve local manufacturing and procurement of half of its components at its Brazil factory by the end of the year [2] - Tesla is fully shifting towards humanoid robot business, with Elon Musk estimating the long-term value of the robot business to reach $25 trillion, planning to release the third-generation Optimus in 2026 and aiming for an annual production capacity of 1 million units by 2027 [2] - New forces in the industry are restructuring to focus on robot research and development, indicating a shift towards "embodied intelligence" [2] - The humanoid robot industry competition is shifting towards large models, with manufacturers accelerating efforts to enhance AI capabilities [2] Group 3: Market Performance - This week, the CSI 300 index fell by 1.33%, while the automotive sector rose by 0.47%, ranking 10th among A-share primary industries [3] - The passenger vehicle II index increased by 0.01%, with Li Auto-W and Seres leading the gains [3] - The commercial vehicle index rose by 1.34%, with Jinlong Automobile and Foton Motor leading the gains [3] - The automotive parts II index increased by 0.58%, with Xingmin Zhitong and Yinlun Co. leading the gains [3] - The electric control system sector saw a decline of 2.49%, while the bearing sector rose by 0.40% [3] - The reduction gear/gear sector increased by 2.32%, while the lightweight & structural components sector fell by 1.06% [3] - The motor sector rose by 0.49%, while the Tier 1 sector increased by 1.93% [3] - The sensor sector saw a slight decline of 0.15%, and the linear transmission components sector fell by 3.19% [3] Group 4: Investment Recommendations - For passenger vehicles, the demand for domestic high-end luxury vehicles is exceeding expectations, with a favorable competitive landscape; companies recommended include Jianghuai Automobile and Seres, with Geely Automobile as a beneficiary [4] - In the parts sector, the industry is expected to see an upward turning point in profitability against the backdrop of reduced internal competition, with recommended companies including Desay SV Automotive, Zhejiang Xiantong, Meili Technology, and others [4]

Core Viewpoint - The article discusses the current market situation for the 2026 model of the S07, highlighting challenges in the new energy vehicle sector and detailing customer preferences and sales dynamics. Group 1: Market Situation - The new year has started with a cold market for new energy vehicles, with many dealers expressing frustration over low sales and customer traffic [2][3] - The dealership experiences about 4-5 customer groups on weekdays and slightly more on weekends, with 15%-20% of visitors interested in the S07 [3] Group 2: Product Features and Pricing - The 2026 S07 comes in eight configurations, but only three are popular: 230 Ultra, 300 Ultra, and 550 Ultra, with the 230 Ultra priced at ¥166,900 [4] - Significant upgrades from the previous model include standard Huawei smart driving, improved chip and memory specifications, and enhanced audio systems [4][5] - The most challenging model to sell is the pure electric 630 series, primarily due to intense competition in the ¥174,900 price range [7] Group 3: Customer Demographics - The primary customer demographic for the S07 is young individuals aged 20-35, many of whom are early in their careers [10] - Customers often compare the S07 with competitors like BYD and Leap Motor, with a notable preference for BYD due to its sales reputation [17][18] Group 4: Customer Feedback and Concerns - Common customer complaints include the rapid changes in policies affecting the automotive market and the maintenance costs associated with the vehicle [25] - The first maintenance is required within 180 days or 5,000 km, with subsequent maintenance annually or every 10,000 km, costing around ¥400 for oil changes [25]

Core Insights - Hyundai Motor Company has re-entered a partnership with the International Cricket Council (ICC) as a premier partner for two years, marking its return after a decade-long absence, with a focus on engaging millennials and Gen Z fans of cricket [1][2] Group 1: Partnership Objectives - The partnership aims to connect with 'Gen-MZ' who are loyal to brands and have a passion for cricket, leveraging ICC's global prestige [2] - Hyundai's campaign includes a user-generated content initiative called "Sabse Bada Deewana" and will feature prominently on connected TV and linear TV through a partnership with JioStar [2] - Over 600 Hyundai dealerships will create ICC zones to enhance fan engagement and showcase hero products [2] Group 2: Changes in Cricket Landscape - Cricket has become more global and democratic over the past decade, with a rise in participation from smaller towns and younger players, reflecting India's youthful demographic [3][4] - The sport's evolution allows for a broader decision-making influence within families, as teenagers now play a significant role in brand and product choices [4] Group 3: Advertising and Market Reach - The partnership provides Hyundai with a strong advertising platform on connected TV, which has seen significant growth in India, with 60 million households now using CTVs [5] - The ICC's global reach allows Hyundai to tap into a wider audience, as cricket's popularity expands beyond traditional markets [6][7] Group 4: Valuation and ROI - Current valuations of cricket broadcasting rights are seen as speculative, but Hyundai is satisfied with the return on investment from its partnership with the ICC [9] - The company emphasizes the importance of targeted marketing strategies to ensure effective engagement with its audience [9]

Core Viewpoint - Liu Tao, co-CEO of Zhiji Auto, publicly apologized to Tesla for previous comments regarding a traffic accident, which were later proven incorrect [2][3][6]. Group 1: Apology and Incident Background - On February 4, Liu Tao apologized on social media for his earlier statements suggesting safety issues with Tesla vehicles following a major traffic accident in Chaozhou on November 17, 2022 [2][3]. - Initial claims made by Liu were based on limited information, but subsequent investigations revealed that the accident was not caused by Tesla's brake failure [3][6]. - Liu's apology included a correction of his previous statements and an acknowledgment of the negative impact on Tesla [3]. Group 2: Sales Performance - Zhiji Auto's sales target for 2023 was set at 45,000 units, but the actual sales reached only 38,300 units, reflecting a significant shortfall despite a year-over-year growth of 665.06% [10]. - In 2024, the company achieved sales of 65,500 units, which was only 55% of the minimum target of 120,000 units [11]. - For 2025, Zhiji Auto aimed for a sales volume of 81,000 units, achieving a year-over-year growth of 23.68%, but still falling short of its target [13]. Group 3: Management and Quality Issues - Liu Tao has faced multiple instances of public apology due to misconduct and product quality issues, indicating challenges in the company's marketing strategy and quality control [7]. - Past incidents include traffic violations during a promotional event and significant complaints regarding the vehicle's software system [7]. - The company has been advised to strengthen internal audits and improve product quality to rebuild consumer trust and enhance brand reputation [7]. Group 4: Future Outlook - Zhiji Auto plans to expand its market presence in the Middle East and North Africa, with a focus on the UAE as a central hub for regional growth [14][15]. - The company is optimistic about achieving its sales goals for 2025, despite acknowledging the challenges ahead [12].

Tesla Isn't the Only Robot Game In Town. This Company Aims to Compete. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Tesla Isn't the Only Robot Game In Town. This Company Aims to Compete.By [Al Root]ShareResize---ReprintsIn this article[T ...

TechCrunch Mobility: Is $16B enough to build a profitable robotaxi business? https://t.co/Qk8xGzdlaw ...

🚨 Elon Musk says Tesla Semi will begin high-volume production this yearThis moves Semi from pilot to real scale, and that’s when the economics start to matter! 🔥 $TSLA https://t.co/2MNDFwfMa5Elon Musk (@elonmusk):Tesla Semi starts high volume production this year ...