Group 1: CES 2026 Overview - The CES 2026 will focus on the automotive sector, showcasing advancements in new energy and intelligent connected technologies, with significant participation from global automakers and supply chain giants [2] - Chinese automakers are expected to collectively impact the global automotive industry's competitive landscape through their innovations and AI technology integration [2] Group 2: Great Wall Motors - Great Wall Motors will present its full product line and core technology matrix under the theme "GO With More Life," aiming to enhance global brand recognition [4] - The company will showcase key technologies including Hi4-Z architecture, semi-solid batteries, and hydrogen fuel cell engines, along with the ASL 2.0 intelligent agent and VLA large model [4] - Challenges include the current lack of hydrogen refueling infrastructure and the cost control of semi-solid battery mass production [4] Group 3: Geely Automotive - Geely will display its comprehensive AI technology achievements, focusing on breakthroughs in its "smart car full-domain AI" technology system, particularly the Raytheon AI hybrid 2.0 [6] - The Raytheon AI hybrid 2.0 improves engine thermal efficiency to 47.26% and achieves a low fuel consumption of 2.67L [6] - The company aims to address market concerns regarding the transition from laboratory efficiency to stable mass production experiences during the exhibition [6] Group 4: Hyundai Motor Group - Hyundai will highlight its "technology crossover" theme, featuring the new generation Atlas humanoid robot and its AI interaction capabilities [8] - This marks Hyundai's shift from a traditional automaker to a "mobility solutions provider," although specific collaboration plans between robots and automotive ecosystems remain unclear [8] Group 5: Faraday Future - Faraday Future will hold a special shareholder meeting at CES 2026 to announce the complete production, sales, delivery, and service plans for the FX Super One [10] - The FX Super One has already received over 13,000 orders, marking a critical transition for the brand [10] - Financial data indicates continued negative net profits from 2020 to 2024, making the announcement of a profitable path crucial for market confidence [10] Group 6: Kosmera - The new Chinese automaker Kosmera will make its global debut at CES 2026, introducing two high-performance models, including a 1903 horsepower electric supercar [11] - The supercar features aerospace-grade composite materials and a 3D-printed chassis, aiming for a 1:1 power-to-weight ratio [11] Group 7: Sony Honda - Sony Honda will present a new concept car, continuing the integration of Sony's technology with Honda's manufacturing capabilities [13] - The previous AFEELA 1 model has established a market presence, and the new concept aims to enhance user experience through advanced audio and AI interaction [13] Group 8: Honda - Honda will preview the Honda 0 series production models at CES 2026, focusing on L3-level autonomous driving features and a new self-developed operating system [15] - The rear-wheel-drive model will have a maximum power of 241Ps, while the all-wheel-drive version will reach 308Ps, with an EPA-rated electric range of approximately 482km [15] Group 9: Automotive Supply Chain Innovations - The competition among automotive suppliers will intensify, with laser radar and intelligent chassis technologies being key highlights at CES 2026 [22] - Hesai Technology will showcase its upgraded ATX laser radar, achieving significant performance improvements and securing over 400,000 orders [17] - ZF will introduce a new active noise cancellation feature for automotive chassis, while LG will present an AI cockpit platform based on Qualcomm's Snapdragon [19][21] Group 10: Industry Trends - The automotive sector at CES 2026 will serve as a showcase for global automotive technology achievements and a clear indicator of future industry directions [22] - The deep integration of AI and new energy is reshaping automotive product logic and the competitive landscape, with Chinese automakers leading the charge [22]

法规与标准层面的滞后性同样制约着行业发展。尽管京渝等地已出台地方性法规，明确L3级系统 激活期间由车企承担主要责任，驾驶员未及时接管则需自行担责，但全国性的事故认定标准仍未统一。 跨城市行驶时，不同地区对数据存证、责任划分的要求差异较大，给车企规模化推广带来合规挑战。数 据治理方面，自动驾驶系统每秒产生的海量数据涉及隐私保护与跨境存储，目前缺乏全国性统一规范， 既影响数据共享效率，也增加了企业合规成本。保险机制衔接也存在空白，尽管北京要求车企购买每车 不低于500万元的交通事故责任险，但针对L3级的专属保险产品仍处于探索阶段，EDR数据追溯机制与 理赔流程的衔接也仍需完善。 生态协同与用户认知的偏差则构成了落地的第三重障碍。L3 级自动驾驶的商业化绝非单一企业能 单打独斗完成，需要车企、通信企业、基建运营商、保险机构等多方协同。但目前路侧单元与车联网基 础设施存在区域割裂，跨区域路侧感知网络建设投入巨大，商业模式尚不清晰，导致车企配合度不足。 用户层面，认知偏差可能引发安全风险与信任危机。部分消费者对L3级"系统主导、按需接管"的规则存 在误读，过度追求"脱手脱眼"的使用体验，忽视了驾驶员的接管义务。 面对机 ...

Core Insights - SAIC-GM-Wuling announced that the Wuling Hongguang MINIEV is projected to achieve annual sales of 435,598 units in 2025, with cumulative sales surpassing 1.85 million units [1] Company Summary - The Wuling Hongguang MINIEV is expected to maintain strong sales momentum, indicating robust demand in the electric vehicle market [1] - Cumulative sales reaching over 1.85 million units reflect the model's popularity and significant market penetration [1]

Core Insights - The report from the Korea Institute for Industrial Economics and Technology indicates that South Korea has fallen behind China in key industries such as smart vehicles (including electric vehicles, batteries, and autonomous driving), robotics, and semiconductors [2][3] Automotive Industry - China is the world's largest producer and consumer of new energy vehicles, achieving a market share of 24.4% in 2022 [4] - China has established the largest and most complete automotive industry chain globally, particularly in the new energy vehicle sector, which enhances production efficiency and supports technological innovation [6] - By 2025, China's share of the global new energy passenger vehicle market is projected to reach 67.6%, maintaining a high share of 68.7% in July-August [8] Robotics Industry - China has developed a robust ecosystem in the robotics sector, holding a 63% share of the global humanoid robot industry chain [9] - Investment in China's humanoid robot industry has surged, with 30 financing events in 2023, a 200% increase year-on-year, totaling 5.41 billion yuan [9] - The Ministry of Industry and Information Technology forecasts that by 2027, the humanoid robot industry will achieve large-scale development and become a significant economic growth driver [11] Semiconductor Industry - In the semiconductor value chain, China leads in four out of eight core areas, including chip design and domestic market demand, while South Korea retains advantages in supply chain stability and overseas market demand [3] Future Outlook - The competitive gap between South Korea and China in key industries is expected to widen, as China has completed over 90% of its "Made in China 2025" goals and is advancing the "China Standards 2035" initiative [13]

北汽蓝谷（600733）(600733.SH)发布产销快报，子公司北京新能源汽车股份有限公司2025年累计销量 20.96万辆，同比增长84.06%。 ...

智通财经APP讯，北汽蓝谷(600733.SH)发布产销快报，子公司北京新能源汽车股份有限公司2025年累 计销量20.96万辆，同比增长84.06%。 ...

Core Viewpoint - Great Wall Motors (601633.SH) reported a total vehicle sales of 1,323,672 units in 2025, reflecting a year-on-year growth of 7.33%. The sales of new energy vehicles reached 403,653 units from January to December [1]. Group 1 - Great Wall Motors achieved a total vehicle sales of 1,323,672 units in 2025 [1] - The year-on-year growth in vehicle sales was 7.33% [1] - New energy vehicle sales for the entire year amounted to 403,653 units [1]

上汽集团（600104）(600104.SH)发布产销快报，2025年上汽集团整车销量4,507,518辆，同比增长 12.32%；其中：新能源汽车销量1,642,785辆，同比增长33.12%。 ...

南财智讯1月4日电，长城汽车公告，2025年12月整车销售合计124020辆，整车产量合计116812辆；1— 12月本年累计整车销售1323672辆，同比增长7.33%。12月新能源车销售38922台，1—12月累计新能源 车销售403653台，同比增长数据未披露。 ...

直播过程中，雷军播放了最初被剪辑传播的视频原始片段，画面清晰显示其原话为："我开的是YU7标准版，标准版这个1300公里中间只充了一次电。"他 进一步解释，此次测试所用车型在CLTC工况下的官方续航里程为835公里，该数据依据国家标准测定，并非个人主观夸大。整个行程均为高速公路，平均 车速超过100公里/小时，在此条件下实现满电出发、中途仅充电一次完成长途驾驶，表现超出预期，因此他出于分享目的提及该体验，但"中间"二字被人 为删除，致使语义彻底改变，被误读为"一箱电跑1300公里"的误导性宣传。 2026-01-04 14:00:45 作者：狼叫兽 1月4日，小米集团创始人、董事长兼首席执行官雷军在一场以车辆拆解为主题的直播活动中，就近期网络广泛传播的"1300公里只充一次电"说法作出公开 说明。他指出，相关言论被部分自媒体刻意截取、曲解，导致公众误解，实际情况与其原意存在显著偏差。 雷军强调，所谓"1300公里只充一次电"并非指车辆单次充电可行驶1300公里，而是描述其驾驶小米YU7标准版从北京至上海的实际测试过程——全程约 1300公里，途中仅补电一次的真实体验。为证明所述属实，他在直播中展示了完整的行车 ...