Group 1: Company Developments - Meta has acquired AI company Manus to accelerate its artificial intelligence innovation, with Manus continuing to operate in Singapore and its founder becoming Meta's vice president [2] - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users, focusing on writing, translation, and image capabilities [2] - Pop Mart has deepened its overseas supply chain with partners in Indonesia, Cambodia, and Mexico, establishing six global production bases [3] - JD Logistics will invest in a new logistics facility in Saudi Arabia to support key industries, aligning with the country's transportation and logistics strategy [3] - TikTok Shop has launched the "One Merchant, Sell Globally" project to simplify cross-border operations for sellers [3] - Alibaba's AliExpress will hold a brand overseas conference to enhance local warehousing and fulfillment services for Chinese brands [4] - Changan Automobile has exported its first batch of 500 vehicles to Europe, marking a significant step in its global strategy [4] - DaoTong Technology has signed a procurement agreement for fast-charging equipment with a global convenience store brand, marking a breakthrough in the overseas charging market [5] - NineSight has signed a strategic cooperation memorandum with Singapore Post to explore autonomous logistics applications [5] Group 2: Investment and Financing - Kimi has completed a $500 million Series C financing round, achieving a valuation of $4.3 billion, with significant growth in global paid users [6] - Aoyi Technology has completed a strategic financing round to advance its overseas market presence, collaborating with robotics companies in Europe and Asia [6] - Lingxin Qiaoshou has completed an A++ round of financing, planning to deliver 50,000 to 100,000 dexterous hands in 2026 [6] - Jason Entertainment has secured several hundred million yuan in strategic financing to expand its global business network [6] - Kepler Plan has completed a 45 million yuan angel round financing to launch a range-extended trailer RV in North America [7] Group 3: Policy and Market Trends - Vietnam has adjusted its tax rules for e-commerce sellers, requiring those with annual revenues exceeding 30 billion VND to pay a 17% personal income tax [8] - Qatar is accelerating the development of innovation and AI technologies, aiming to establish itself as a regional AI development center [8] Group 4: Community and Networking - 36Kr's overseas learning community has attracted over 17,000 members from startups, industry giants, and investment institutions, providing global cross-border insights and networking opportunities [9][10]

2025年12月30日，小米创办人、董事长兼CEO雷军宣布，好久没有和大家聊聊了，12月31日晚8点，我 将做一场跨年直播。今年就要结束了，这一年你有哪些难忘的瞬间？我们一起直播聊聊难忘的2025，再 展望2026。 前几天我在网上看过一个拆SU7视频，很多人建议拆拆YU7。这次直播，我请工程师现场拆车，一边拆 车一边聊，我们一起来场硬核跨年！ 12月31日雷军发文称："实在抱歉，我感冒有点严重，原定跨年的直播只能推迟到1月3日晚7点。" 雷军还在直播中透露，小米汽车去年交付了41万辆车。 拆车环节结束后，小米集团公关部总经理徐洁云入场亮相，对近期小米热点话题进行回应。其中，徐洁 云主动提及近期"小米不让农民卖小米"一事。 徐洁云表示，此事完全是被误导扭曲之后造成的误解。"小米公司与作为粮食的小米，这完全是客观的 两回事，其实大家想想也知道这不可能，我们绝没有这样的动机，当然更不可能有这样的本事去说不让 农民卖小米了。" 雷军表示，相信大家的眼睛是雪亮的，哪些是调侃，哪些是恶意的抹黑攻击。"特别说明一下，我就在 农村长大的，我怎么可能不让农民卖小米？出现这样的热搜时，真的让我很愤怒。"雷军说。 1月3日晚上， ...

编前：2025年，是汽车行业新旧动能转换的关键一年，市场"无形之手"和政府"有形之手"各展所 长、形成合力，推动中国汽车在国内国外两大市场再攀高峰。复盘2025，我们在市场规模、新能源汽 车、商用车等多个领域取得新突破，印证了中国汽车的韧性与潜能。 但也要清醒地认识到，内外部挑战依然严峻，如国际贸易摩擦增加、"卡脖子"技术瓶颈待解、"反 内卷"任务艰巨……当然，解决这些问题的过程也是创造和发现机会的过程。本文通过10组数据，复盘 中国汽车的2025。 11月，我国汽车出口72.8万辆，环比增长9.3％，同比增长48.5％，为历史上首次超过70万辆；1～ 11月，汽车出口634.3万辆，同比增长18.7％，全年有望冲击700万辆的历史新高。随着国内市场增速放 缓，企业加码出口战略，"不出海就出局"成为共识。 04 新能源乘用车份额逼近60％ 11月，新能源汽车销售182.3万辆，同比增长20％，占比53.2％。其中，新能源乘用车份额稳步攀 升，达到59.3％。从发展趋势来看，国内汽车市场将进入高销量、低增长周期，预计2026年新能源汽车 销量（含出口）有望达到2000万辆，保有量占比将达到15％。 05 L2级 ...

【DT新材料】 获悉，比亚迪1日发布的数据显示，2025年其纯电动汽车新车销量为225万辆，同比增长28%。特斯拉全年交付量164万，同比减少8.6%。 2024年，特斯拉以约2万辆的微弱优势领先于比亚迪，而2025年比亚迪销量大幅超越特斯拉。 | 2026未来产业新材料博览会（FINE 2026） | 800+ 200+ 30+ 50,000m2 | | --- | --- | | 2026.06.10 → 06.12 > 上海新国际博览中心 ( N1-N5 ) 馆 | 企业参展 科研院所 主题论坛 展览面积 | 比亚迪在开拓中国庞大市场的同时，也积极扩大海外销售。比亚迪此次超越特斯拉，意味着其有望凭借规模优势强化零部件采购能力，进一步提升价格竞争力。 比亚迪2025年总体新车销量为460万辆，同比增长约8%，其中纯电动汽车销量225万辆，插电式混合动力汽车销量为228万辆。 比亚迪2024年的汽车销量超过了本田和日产。比亚迪在海外市场的汽车销量显著增长。除在欧洲市场表现强劲外，比亚迪还积极开拓拉美及东南亚市场，并加大 本地化生产力度。比亚迪位于巴西的工厂于2025年投产；比亚迪泰国工厂不仅满足本地市场需求 ...

（文章来源：第一财经） 小鹏汽车发布消息称，新款小鹏P7+和G7正式开启一车双能时代，1月8日将在中国正式上市，1月9日正 式在欧洲上市。 ...

据官方信息，这两款新车将开启所谓"一年双能时代"，并于1月8日在中国市场率先上市，1月9日在欧洲市 场上市。发布活动定名为"2026小鹏全球新品发布会"。 凤凰网科技讯1月4日，小鹏汽车通过官方社交账号宣布，将于2026年1月8日举行全球新品发布会。届 时，新款小鹏P7+与G7车型将正式亮相。 ...

Core Viewpoint - The article discusses the evolution of the autonomous driving industry in 2025, highlighting the dual focus on technology proliferation and technical challenges, with traditional automakers pushing for accessibility and new players striving for technological advancements [4][5]. Group 1: Industry Trends - In 2025, traditional automakers like BYD, Geely, and Chery are leading the charge in making autonomous driving technology more accessible by integrating mid-level highway NOA features into vehicles priced over 100,000 yuan [4]. - New entrants and leading autonomous driving suppliers are focused on pushing the limits of technology, adhering to a model of annual technological iteration [4][5]. - The industry is witnessing a bifurcation, with one camp focused on accessibility and the other on technological challenges, particularly in the realm of algorithm development [4]. Group 2: Technological Advancements - The transition from "passive perception" to "active cognition" is marked by the introduction of world models, which represent a significant paradigm shift in autonomous driving technology [5][6]. - 2025 is characterized as a year of significant technological transition, with the widespread adoption of end-to-end systems and the emergence of world models and VLA (Vision-Language-Action) technologies [6][9]. - NIO is highlighted as a pioneer in the world model space, having launched its world model in 2024, transitioning from "perception-driven" to "cognition-driven" systems [5][6]. Group 3: Data Infrastructure and Chip Development - The importance of data infrastructure is emphasized, with companies like NIO benefiting from early investments in data collection and model training capabilities [7][8]. - The year 2025 is noted as a pivotal year for integrated hardware and software solutions, with companies like NIO and XPeng achieving self-developed chip integration [7][8]. - The article warns of the risks associated with outsourced chip development, contrasting it with NIO's genuine self-development efforts, which involve significant technical team investments [8]. Group 4: Regulatory and Market Dynamics - The issuance of L3 licenses is seen as a significant step towards the next phase of autonomous driving, indicating a shift from L2+ mass production to L3 and L4 capabilities [8][9]. - While traditional automakers have secured initial L3 licenses, their capabilities are questioned, suggesting that true advancements will come from new players and those with strong model capabilities [9][10]. - The ultimate value of autonomous driving technology is framed around enhancing driver convenience and significantly reducing traffic accidents, with a focus on safety as a primary goal [9].

Group 1: Ferrari and Exor's Strategic Moves - The luxury automotive sector is shifting towards electrification, with Ferrari's first fully-electric model, the Elettrica, expected to be presented in 2026 [2][3] - Exor and the Ferrari family have extended their shareholders' agreement, indicating a long-term commitment to Ferrari's future [2][9] - Ferrari aims for 20% of its model line-up to be fully-electric by 2030, a revision from its previous target of 40% [3] Group 2: Exor's Broader Business Context - Exor's CEO John Elkann emphasized that cars, particularly Ferrari and Stellantis, remain the company's "first love" and significant contributors to Exor's gross asset value last year [3] - Piero Ferrari, son of founder Enzo, retains over 10% ownership, while Exor N.V. controls more than 21% of Ferrari [3] Group 3: Venezuela's Political Landscape - The U.S. is increasing political and military pressure on Venezuelan President Nicolás Maduro, including military buildups and discussions of potential military actions [4][9] - The Venezuelan opposition, led by figures like María Corina Machado and Edmundo González, is actively working towards a democratic transition [6][9] - International scrutiny remains on Venezuela, with ongoing efforts to monitor upcoming elections and support the opposition's platform [7][9]

Group 1 - Tesla's CEO Elon Musk has missed the end of 2025 deadline to remove safety monitors from Model Y robotaxis in Austin, Texas, yet Tesla shares have shown an upward trend ahead of the fourth-quarter vehicle deliveries and energy storage deployment numbers [4] - The stock market is experiencing a late Santa Claus rally as indicated by rising Dow Jones futures, suggesting positive market sentiment as 2026 trading begins [5] - The year 2026 is being positioned as a "defining year" for Tesla, heavily reliant on the success of self-driving robotaxis and achieving true autonomy [7] Group 2 - There is a growing concern regarding six AI-related S&P 500 stocks that are accumulating significant debt, which could pose a threat to their stability [6] - The interest in quantum computing stocks has surged in 2025, raising questions about the sustainability of this trend [6]

Core Insights - Tesla's global vehicle deliveries in 2025 are projected to be 1.636 million, a year-on-year decline of approximately 8.6%, marking the first time that BYD has surpassed Tesla in annual sales of electric vehicles [1] - Tesla produced 1.655 million electric vehicles in 2025, with deliveries of 1.636 million, both lower than the 1.773 million and 1.789 million in 2024 [1] - The U.S. government’s cancellation of tax incentives for electric vehicle purchases in September 2025 has directly impacted Tesla's sales [1] - In Q4 2025, Tesla produced about 434,000 vehicles and delivered approximately 418,000, down from 459,000 and 496,000 in the same quarter of 2024, representing a year-on-year decline of about 16% in deliveries [1] - BYD announced that its global electric vehicle sales reached 2.26 million in 2025, a year-on-year increase of 28%, with growing sales from markets outside of China, including Asia, Europe, and Latin America [1] - Tesla remains the largest electric vehicle manufacturer in the U.S., holding about half of the U.S. electric vehicle market share, but its declining sales indicate a slowdown in the overall U.S. electric vehicle market [1] - In November 2025, overall electric vehicle sales across all brands in the U.S. plummeted by over 40% [1] - Industry analysts expect that U.S. electric vehicle sales will continue to remain sluggish in 2026 [2]