点 击 蓝 字 关 注 我 们 本文全文共 4039 字，阅读全文约需 13 分钟 目录 国内新闻 1.2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 2.八部门印发《汽车数据出境安全指引（2026版）》 3.浙江:拟科学布局人形机器人、 生物制造、清洁氢、商业航空等未来产业 4.武汉经开区设立10亿元基金 加速汽车产业数字化转型 5.小鹏汽车内部调整整合自动驾驶与智能座舱 6.商汤绝影与东风发布首个生成式智驾系统 7.经纬恒润与中兴微电子签署战略合作协议 8.宁德时代与云南签署全面战略协议 覆盖绿色能源与交通 国外新闻 1.印度汽车业1月实现国内销量历史新高 2.采埃孚与宝马签署乘用车传动系统长期供应协议 3.丰田汽车将在巴西设立生物燃料实验室 4.Stellantis加码意大利产能：多款新车投产 商用车 1. 比亚迪商用车完成2025黑河极寒测试 2. 九识智能将在2026年上半年进入"无图"阶段 3. 远程智芯科技600V高压钠电系统黑河冬标收官 4. 《甘肃省零碳园区建设方案》印发 国内新闻 1 2026年中央一号文件:支持新能源汽车、智能家电、绿色建材下乡等 时间:2026.2.4 ...

格隆汇2月4日丨千里科技(601777.SH)在投资者互动平台表示，公司已获得燃油车欧盟证书及摩托车欧 洲EEC认证，新车型成功打入海外市场，其中摩托车产品销售到欧洲多个国家和地区。 ...

近日，消费者高先生向澎湃公众互动平台"服务湃"（https://tousu.thepaper.cn）反映称，他购买的一台比 亚迪宋L EV，从2025年1月至12月，车内空调压缩机在1年之内出现3次故障。 第三次故障发生后，由于空调压缩机、电池包等关键部位都需更换，高先生要求退款退车——根据首次 故障时的行驶里程3.8万公里折算费用进行退费。门店则回应称，高先生的车辆已不满足包退包换条 件，若坚持退车，需按当前行驶里程8万余公里进行折算。 接到高先生投诉后，智通财经联系涉事4S店。工作人员表示会尽快联系高先生协商处理，并称车辆故 障不属于品控问题。 2026年1月29日，高先生向智通财经反馈称，目前已与4S店达成一致，车辆使用补偿费仍按当前行驶里 程折算，并且4S店提供了试驾车低价购买方案。2月2日，高先生已成功办理试驾车过户手续。 车主称新车辆故障频发 然而，2025年12月，距第二次维修不到7个月，高先生的车内空调压缩机出现第三次故障。经检测，此 次故障不仅导致压缩机损坏，更引发空调系统管路污染，并致使车辆高压电池包存在安全隐患，需整体 更换。 由于车辆空调压缩机故障频发，且需更换电池包等核心部件，高先生 ...

2026年2月3日，极氪旗下新车——极氪8X迎来实车首次亮相。作为极氪品牌面向2026年推出的超级电混高性能旗舰SUV，8X基 于SEA-S超级电混架构打造，是该架构下继9X之后第二款旗舰车型。 极氪9X是去年难得的现象级爆款，2025年11月-12月蝉联"50万级大型SUV销冠"，成交均价达到53.8万元，海外更是出现了加价 求购的盛况。按照主流市场9系与8系车型10万元左右的定价差距，参考极氪9X市场表现，预计极氪8X的顶配版本将逼近50万 元。如果按照氪9X成交均价53.8万元估算，极氪8X的成交均价将达到43万元以上。 随着实车正式露出，极氪8X的外观细节、空间与动力方案等也将进入密集信息释放期，有望成为今年最受关注的旗舰新车之 一。（景煊） 新车在设计上延续家族旗舰基因，同时以更具力量感与优雅比例的车身型面，瞄准40万-50万级豪华SUV用户对"性能与体面"的 双重诉求。前脸采用9X同款一体式直瀑格栅，一样的旗舰霸气豪华；0.618黄金比例车身、1.12宽高比低趴姿态，配合劳斯莱斯 同款零面差车门工艺，将空气动力学与雕塑级美学融为一体。据悉，8X将提供"云珀红、月海灰、玄武灰、极夜黑和极昼白"五 款 ...

www.ccxi.com.cn 中诚信国际 特别评论 个人汽车贷款证券化 个人汽车贷款 ABS 产品发行规模下降，中资 及中外合资汽车金融公司发行占比上升；需关 注资产特征演变及发起机构风控差异等对产 品表现的影响 ——个人汽车贷款证券化 2025 年度运营报告及 2026 年度展望 要点： 联络人 作者 结构融资一部 唐嘉欣 010-66428877 jxtang@ccxi.com.cn 李 睿 010-66428877-475 rli@ccxi.com.cn 其他联络人 结构融资一部 评级总监 杨 威 010-66428877-361 wyang@ccxi.com.cn 2026 年 2 月 目录 要点 1 正文 2 结论 13 附表 14 行业方面，受益于汽车行业政策逐步落地，叠加出口较快增长， 2025 年汽车产销量整体继续上升，其中新能源汽车销量占比进一 步增长；随着"高息高返"模式陆续叫停，汽车金融行业整体稳健 发展。 发行方面，2025 年，银行间市场共发行车贷 ABS 产品 32 单，与 上年持平；发行规模 1,185.43 亿元，较上年下降 8.58%，但在信贷 资产证券化中仍位居首位；其中 ...

Core Viewpoint - The article discusses the current state and future outlook of the automotive industry, focusing on sales data, market trends, and technological advancements in smart driving and electric vehicles [26]. Monthly Production and Sales - In January, the retail market for narrow-sense passenger vehicles was approximately 1.8 million units, a month-on-month decrease of 20.4% but a year-on-year increase of 0.3%. The estimated retail volume for new energy vehicles was around 800,000 units, with a penetration rate of about 44.4% [26]. - In December, the national retail of passenger vehicles was 2.261 million units, a year-on-year decrease of 14.0% but a month-on-month increase of 1.6%. Cumulative retail for 2025 is projected to reach 23.744 million units, a year-on-year growth of 3.8% [26]. - The wholesale of passenger vehicles in December was 2.789 million units, down 9.0% year-on-year and 7.0% month-on-month. Cumulative wholesale for 2025 is expected to be 29.554 million units, a year-on-year increase of 8.8% [26]. - The automotive production and sales in December were 3.296 million and 3.272 million units, respectively, with month-on-month decreases of 6.7% and 4.6%, and year-on-year decreases of 2.1% and 6.2% [26]. Market Performance - The CS automotive sector rose by 0.33% in January, with the CS passenger vehicle index falling by 5.41%. The CS commercial vehicle index increased by 15.59%, while the CS automotive parts index rose by 0.78% [2]. - The automotive sector underperformed compared to the CSI 300 index, lagging by 1.32 percentage points, and also underperformed the Shanghai Composite Index by 3.43 percentage points [2]. Cost Tracking - As of January 20, 2026, prices for float glass, aluminum ingots, and zinc ingots changed by -17.2%, +22.6%, and -2.1% year-on-year, respectively. Month-on-month changes were -1.2%, +10.8%, and +5.6% [2]. Industry Dynamics - Waymo completed a $16 billion financing round, with a post-money valuation of $126 billion, marking one of the largest single financings in the autonomous driving sector in recent years [4]. - Tesla plans to launch a major upgrade of its Optimus robot in Q1 2026, which will enhance its capabilities significantly [5]. - Li Xiang, CEO of Li Auto, stated that Level 4 autonomous driving will be realized by 2028 at the latest, emphasizing the importance of AI in the automotive sector [6]. Government News - A meeting was held by three departments to address the need for order in the new energy vehicle market, emphasizing the importance of innovation and quality while resisting chaotic price wars [16]. - The Shanghai municipal government released a proposal to accelerate the development of smart connected new energy vehicles through collaborative efforts and digital intelligence [17]. Upcoming Models - Several new models are set to launch in February 2026, including the Chery QQ3EV and various models from BMW and Jianghuai Automobile, indicating ongoing innovation and competition in the market [24].

其次，强化关键技术标准研制。修订发布电动汽车及动力蓄电池安全要求，将热扩散安全要求从"5分钟 报警"全面升级至"不起火、不爆炸"；同步制定轻型汽车自动紧急制动系统、车载事故紧急呼叫系统等 强制性国家标准，提升车辆自主安全与事故救援能力。同时推进组合驾驶辅助、自动驾驶、泊车辅助等 系统标准研制，为驾驶自动化功能建立安全基线。 新京报讯(记者陈琳)2025年我国汽车产销再创新高，新能源汽车销量占比接近一半。为支撑汽车产业高 质量发展，工业和信息化部持续完善标准体系，推动多项安全标准升级落地，尤其将动力电池热扩散要 求从"5分钟报警"提升至"不起火、不爆炸"，筑牢新能源汽车安全底线。 2月4日，市场监管总局联合工业和信息化部、公安部和交通运输部召开道路交通标准化专题新闻发布 会，工信部装备工业一司副司长郭守刚介绍，2025年我国汽车产销分别完成3453.1万辆和3440万辆，其 中新能源汽车产销均超1600万辆，市场渗透率达47.9%。汽车标准化工作作为推动技术进步和保障安全 的重要抓手，近年来围绕"安全升级、标准引领"重点开展了三方面工作。 首先，持续构建全球领先标准体系。工业和信息化部结合"十四五"技术标准体系 ...

Core Viewpoint - The Chinese automotive market in January 2026 is characterized by a stark contrast, with most automakers experiencing negative growth, particularly in the new energy vehicle (NEV) sector, highlighting the importance of having a diversified product lineup that includes both fuel and electric vehicles [5][6][7]. Sales Performance Summary - In January, the retail sales of passenger cars are expected to reach 1.8 million units, a month-on-month decline of 20.4%, with NEV sales around 800,000 units, marking a penetration rate drop to 44.4%, nearly 10 percentage points lower than the peak at the end of 2025 [6][7]. - Traditional automakers like SAIC, Geely, and GAC Toyota reported stable sales due to their dual strategy of offering both fuel and NEVs, with SAIC's total sales reaching 327,400 units, a year-on-year increase of 23.94% [10][11]. - Geely's total sales were 270,167 units, with fuel vehicles contributing significantly to its performance, while BYD faced a 30.11% decline in NEV sales, indicating the challenges faced by companies heavily reliant on NEVs [12][15]. Market Dynamics - The differentiation in sales performance among automakers is attributed to their strategic choices, particularly the presence of a fuel vehicle base, which enhances resilience against market fluctuations [9][19]. - The demand for fuel vehicles surged during the pre-Spring Festival period, as consumers preferred mature technology and the convenience of fuel vehicles for long-distance travel, further supported by the limited impact of policy changes on fuel vehicles [19][20]. Export Growth - Exports have become a crucial support for many leading automakers, with companies like Chery and SAIC reporting significant increases in overseas sales, indicating a dual strategy of maintaining domestic stability while expanding globally [17][18]. Future Outlook - The current market conditions signal a shift from policy-driven growth to market-driven dynamics, emphasizing the need for automakers to maintain a balanced portfolio of fuel and NEVs to navigate future uncertainties [22]. - Companies that can effectively manage their fuel vehicle base while rapidly advancing in the NEV sector are likely to emerge as market leaders, while those focusing solely on NEVs may face greater risks during market fluctuations [21][22].

（文章来源：国际金融报） 近日，广汽集团副总经理陈家才在接受采访时表示，目前，广汽已累计布局86个海外市场，去年开拓了 16个海外新市场，包括巴西、澳洲等，整体销量达13万台，增速达47%，跑赢大市。 据陈家才透露，内部给2026年设定目标是"保25万台，挑战30万台"。"我认为实现这一目标的可能性非 常高，因为我们在市场、产品以及海外子公司等各方面均已准备就绪。预计从今年第二季度开始，尤其 是五六月份，销量将呈现较大的爬升状态。" ...

2月4日，江铃汽车发布2026年1月产、销情况的自愿性信息披露公告。公告显示，1月份，江铃公司汽车总销量为26825辆，同比增长 25.59%。各主要车型板块均呈现增长，整体销售势头强劲。 | 产品 | | | 销量(辆) | | | | | --- | --- | --- | --- | --- | --- | --- | | | 本月数 | 去年 | 同比 | 本年 | 去年同期 | 同比 | | | | 同月数 | 变化(%) | 累计数 | 累计数 | 变化(%) | | 轻型客车 | 6.542 | 5.088 | 28.58% | 6.542 | 5.088 | 28.58% | | 卡车 | 5.721 | 3.586 | 59.54% | 5,721 | 3.586 | 59.54% | | 皮卡 | 4.303 | 3.857 | 11.56% | 4.303 | 3.857 | 11.56% | | SUV | 10.259 | 8.828 | 16.21% | 10.259 | 8.828 | 16.21% | | 总计 | 26.825 | 21,359 | 25.59% | 26.8 ...