After driving the China-made Xiaomi SU7 electric car on U.S. roads, @JoannaStern asks why American automakers are so far behind—and when these advanced vehicles will make it here. 🔗 https://t.co/ajURWKVHP2 https://t.co/j2YoHFUGIy ...

Core Viewpoint - Nio presents a compelling investment opportunity in the electric vehicle (EV) sector, particularly for risk-tolerant investors, due to its rapid expansion and competitive pricing strategy [1]. Delivery Performance - Nio has recently achieved record monthly and quarterly deliveries, with December 2025 seeing a peak of 48,135 vehicles delivered, contributing to a fourth-quarter delivery increase of over 71% [2][3]. Margin Analysis - Despite concerns regarding margins due to a competitive automotive market and the profitability of its newer brands, Nio's margins have shown consistent improvement, with a 50.7% increase in gross profit year-over-year in the third quarter [4]. Future Growth Prospects - Nio plans to launch three new large SUV models, including the flagship ES9, which is expected to retail around $72,000. Management anticipates a compound annual growth rate (CAGR) of 40-50% in deliveries over the next two years [5][6].

Core Viewpoint - Tesla, Inc. is identified as a key player in the AI stock market, with a promising year ahead despite some fundamental concerns [1][7]. Group 1: Potential Catalysts - Several potential catalysts for Tesla include the launch of Optimus in Q1, the Cybercab in April, new robotaxi markets, updates to Full Self-Driving (FSD), and the launch of a new Megapack facility [2]. - The firm believes that even if the timing of these initiatives may change, Tesla's planned increase in spending reflects strong confidence in the company's future [2][3]. Group 2: Investor Outlook - Investors are expected to monitor significant progress in 2026 regarding key performance indicators such as robotaxi expansion, initial production ramp of Optimus, and unsupervised FSD expansion [4]. - The company maintains a tactically constructive stance on the stock, supported by a steady stream of potential catalysts [3]. Group 3: Company Overview - Tesla, Inc. operates in the automotive and clean energy sectors, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [5].

Core Insights - Changan Automobile recently held the Tian Shu Intelligent New Safety Achievements Release and Sodium Battery Strategy Global Launch in Yakeshi, successfully passing technical verification for extreme winter scenarios [1] Group 1: Vehicle Performance - Multiple models under Changan Automobile have achieved impressive results, with the Changan Qiyuan A06 featuring the Tian Shu Intelligent Tire Blowout Stability System, maintaining a speed of 95 km/h on icy roads, ranking first in its class [3] - The Avita 07 introduces a zero-energy catalytic range enhancement technology, improving low-temperature range achievement to 61.2%, leading the industry [3] - The Avita 12, equipped with a unique distributed electric drive system and intelligent dynamic torque control technology, successfully changed lanes at speeds of 92.3 km/h and 70.7 km/h on snow and icy roads, setting industry testing records [3] - The Avita 12 also demonstrated excellent performance in climbing icy slopes, utilizing pulse escape and four-wheel drive vector control technology to quickly extricate itself from challenging winter conditions [3] Group 2: Battery Technology - Changan has made significant advancements in battery safety by partnering with CATL to launch a sodium battery ecological solution, creating the world's first mass-produced passenger vehicle with sodium batteries [4] - The new sodium battery from CATL has an energy density of up to 175 Wh/kg, representing the highest level in the industry [4] - Vehicles equipped with the sodium battery can achieve nearly three times the discharge power at -30°C compared to conventional lithium iron phosphate models, with over 90% capacity retention at -40°C, and stable discharge even at -50°C [4] - The sodium battery has passed extreme tests, including drill penetration and cell sawing, demonstrating safety features such as no smoke or fire during these tests [4]

Group 1: Humanoid Robots in Industry - The concept of humanoid robots capable of walking, talking, and interacting with humans has been a long-standing fascination, with companies now integrating robotics and AI to make this a reality [1] - Morgan Stanley predicts that by 2050, 10% of U.S. households could own a humanoid robot, with an average price of $50,000, although initial adoption may occur in industrial settings rather than consumer markets [2] - Hyundai plans to deploy its Atlas robot in its Savannah, Georgia car factory by 2028, starting with simple tasks and expanding to more complex activities by 2030 [4] Group 2: Hyundai's Atlas Robot - The Atlas robot, developed by Hyundai's Boston Dynamics, won the best robot award at CES 2026, noted for its naturalistic walking and design [3] - Atlas is designed to be trainable for most tasks in under a day and can lift up to 110 pounds, featuring advanced joints and sensors suitable for industrial use [5] - Since the announcement of the Atlas robot, Hyundai's stock has increased by approximately 60% [5] Group 3: Toyota's Involvement in Humanoid Robotics - Toyota has partnered with Boston Dynamics to enhance the capabilities of Atlas robots, utilizing large behavior model AI to improve learning [6] - A demonstration video shows the Atlas robot performing various factory tasks, including crouching, bending, lifting, and handling items like boxes [7]

（文章来源：每日经济新闻） 每经AI快讯，2月7日，广汽传祺宣布，2026款M8 HEV预售开启，尊贵版预售价22.98万元、至尊版 24.98万元。 ...

2月5日，威海市昆嵛公共交通运输有限公司发布20辆电动公交车中标公告。中标人为华德时代新能源汽车（威海）有限公司，中标价格 为1670.4万元。 | ボ F | 中标人名称 地址 中标价(元) | | --- | --- | | 001 华德时代新能源汽 山东省威海市南海新区长兴路 | 16,704,000.00 | | 五、评审专家名单:姜坤(招标人代表)、时明朗、修明霞、陈 | | | 军、张锡毅 | | | 六、公告期限 | | | 自本公告发布之日起1个工作日。 | | | 七、其他补充事宜 | | | 本项目按照综合评分法评审,按照综合得分由高到低的顺序,确 | | | 定排名第一的供应商为中标人,其余供应商均为非中标人,各供应 | | | 商综合得分由高到低排序如下: | | | 排序1:华德时代新能源汽车(威海)有限公司 得分97.19分 | | | 排序2:吉利四川商用车有限公司 | 得分84.52分 | | 排序3:苏州腾铭设备有限公司 | 得分53.96分 | | 排序4:北汽福田汽车股份有限公司 得分53.95分 | | | 八、凡对本次公告内容提出询问,请按以下方式联系。 | | | ...

Group 1 - Nio Inc. announced a positive profit outlook for Q4 2025, expecting an adjusted profit from operations of approximately 0.7 billion to 1.2 billion Chinese yuan (roughly $100 million to $172 million) [2] - This marks a significant turnaround from an adjusted loss from operations of 5.54 billion Chinese yuan in Q4 2024 [2] - The company is finalizing its financial results for the three months and the full year ended December 31, 2025 [3] Group 2 - Nio reported strong delivery growth in January, achieving a 96.1% year-over-year increase with 27,182 vehicles delivered [4] - The third-generation ES8 SUV was a key contributor, accounting for nearly two-thirds of total deliveries, and Nio surpassed 1 million cumulative deliveries [4] - The company is investing heavily in smart EV technologies, launching an upgraded NIO WorldModel in January 2026 to enhance features like assisted driving and safety [5] Group 3 - Nio is expanding its battery swapping and charging network, positioning itself for future growth amid declining deliveries reported by competitors like Li Auto Inc. and XPeng Inc. [6]

IT之家 2 月 7 日消息，今天下午，东风日产 NX8 增程版正式官宣。新车号称拥有 20 万级中大型 SUV 顶级三电：全新一代的 43.2kWh 宁德时代磷酸铁锂电 芯云盾电池、1.5T 四缸增程器。 这款新车已经在昨晚公布的《道路机动车辆生产企业及产品公告》（第 404 批）中现身。IT之家汇总新车主要信息如下： l 日 ● (10 N I S S A N == an 1 8 D e e NX8 东网日产 0 0 1 C ITO 先前的消息称，NX8 有望于 3 月至 4 月正式上市。新车是东风日产"天演"架构的全新车型，将搭载 800V 高 压平台 + 宁德时代 5C 超充技术，并提供纯电、增程两种动力。该车纯电版搭载 800V 碳化硅平台，支持 5C 超充技术，搭载全新一代宁德时代磷酸铁锂电芯云盾电池。 ...

Core Insights - Automakers are reducing their advertising presence during the Super Bowl due to uncertainties in the U.S. automotive industry, including sales and regulations [1][2] - The percentage of Super Bowl ad minutes occupied by automakers has significantly decreased from 40% in 2012 to just 7% by 2025 [2] Advertising Trends - The average cost for a 30-second Super Bowl ad is approximately $8 million, leading many automakers to allocate their advertising budgets elsewhere [5] - Automakers are increasingly focusing on live sports advertising, representing about 60% of their spending in this area, while shifting away from national advertising [4] Company Strategies - Stellantis plans to spread its marketing efforts throughout the year rather than concentrating on the Super Bowl, focusing on the 250th anniversary of the U.S. and a social media campaign for Jeep [5] - Nissan is experimenting with social media advertising instead of traditional Super Bowl ads, promoting a fictional product related to its Nissan Rogue SUV [6][7] - Honda is prioritizing Olympic sponsorships over Super Bowl advertising, aiming to leverage the broader storytelling opportunities presented by the Olympics [8][9] Upcoming Super Bowl Ads - General Motors is expected to use the Super Bowl to launch its Cadillac F1 team, although it has not prereleased its ad [10] - Toyota plans to air two 30-second ads focused on family connections during the Super Bowl [10][11] - Volkswagen is reviving a well-known 1990s campaign for a new generation, featuring a 30-second Super Bowl spot with its vehicles [11]