Group 1 - The core point of the article is that Dongfeng Motor Corporation (600006.SH) reported its production and sales data for January 2026, indicating a total production of 10,986 vehicles and total sales of 11,066 vehicles [1] Group 2 - In January, the company's total vehicle production reached 10,986 units, reflecting its operational capacity [1] - The total sales for the month amounted to 11,066 units, showing a strong demand for the company's vehicles [1]

Market Overview - Japan's new vehicle market declined by 2.3% year-on-year to 367,748 units in January 2026, following a 12% rise to 376,255 in the same month last year [1] - The market remains sluggish, with Japanese consumers facing increased pressure from rising interest rates, as the Bank of Japan raised its key policy rate to a decades-high of 0.75% [5] Vehicle Sales Breakdown - Sales of passenger vehicles declined by 6.2% to 307,838 units, with larger (standard) models dropping by 12% to 130,318 units [2] - Truck sales rose by 25% to 59,214 units, driven by a 50% surge in light truck sales to 17,571 units and a 21% rise in mini-truck sales to 31,125 units [2] - Sales of medium and large buses and coaches remained unchanged at 696 units [2] Manufacturer Performance - Toyota led the market decline with a 3.5% drop to 116,007 units, reflecting a 10% fall in passenger vehicle sales, partially offset by increased truck and bus sales [3] - Daihatsu, a Toyota subsidiary, saw sales rise by almost 11% to 45,251 units, driven by a sharp increase in mini-truck sales [3] - Suzuki's sales decreased slightly to 60,863 units, while Honda's sales fell by less than 2% to 49,411 units [3] - Nissan continued to underperform, with sales falling by over 11% to 35,296 units [3] Market Share of Overseas Brands - Overseas brands accounted for less than 4% of total vehicle sales in Japan, with German automakers such as Mercedes-Benz, BMW-Mini, Audi, and Volkswagen leading this segment [4] Future Projections - GlobalData forecasts a 4.6% rise in light vehicle sales to 4.74 million units in Japan in 2026, followed by a 1% decline to 4.69 million in 2027 [5]

Core Viewpoint - The European Union must establish comprehensive regulations to address the security risks associated with intelligent vehicles, particularly those manufactured in China, which are gaining popularity among consumers [1][3]. Group 1: Security Risks of Intelligent Vehicles - Intelligent cars, including electric and hybrid models, collect extensive data, including geospatial and personal information, making European countries vulnerable to cyberattacks and potential exposure of sensitive military and economic activities [2]. - Connected cars can generate up to 1.4 terabytes of data per hour, equivalent to over 250 movies, with some data being sent to cloud-based servers despite limited onboard storage [6]. Group 2: Regulatory Needs and Comparisons - The increasing presence of Chinese-made cars in the EU market necessitates urgent regulatory measures to ensure cybersecurity and data protection [3][9]. - China has implemented a data security certification process for car manufacturers, which could serve as a model for Europe in developing its legal framework to address cybersecurity and data risks [4]. Group 3: Global Concerns and Actions - Global concerns regarding "spy cars" are rising as more consumers purchase vehicles with advanced driver assistance systems, which continuously capture real-time information [5]. - Some countries, including Poland and the US, are already taking steps to mitigate security risks from smart cars, with Poland considering a ban on Chinese cars from military facilities [8]. Group 4: Current Regulatory Landscape in the EU - The EU currently lacks comprehensive regulations for connected vehicles, although the European Commission has identified them as a core category for cybersecurity risk assessment [9]. - The urgency for developing comprehensive rules is heightened by the increasing popularity of electric vehicles, prompting calls for a coalition of willing countries to establish regulations if an EU-wide agreement is unattainable [9][10].

【#雷军宣布小米汽车免费道路救援#，7×24 小时上门补胎】 据新浪科技报道，小米创办人@雷军 今日发文宣布：2月9日-3月3日春节期间出行，小米汽车暖心服务 已就位，为大家全程护航：24小时免费道路救援，同时提供500元打车券与异地送车服务； 7×24 小时 上门补胎、线上服务，随时响应需求；如因车辆自身偶发故障导致途中抛锚，最高可报销1500元高铁/ 机票费用和500元住宿费用。 此前据IT之家报道，小米汽车2026年1月交付量超3.9万辆，环比下滑超20%，数据变动引发行业关注。 知情人士透露，销量回落并非需求疲软，而是第一代SU7已经停产，工厂产能全部集中用于新一代车型 的生产准备。 ...

格隆汇2月6日丨吉利汽车(00175.HK)发布公告，2026年2月6日耗资2716.12万港元回购166.5万股，回购 价格每股15.94-16.44港元。 ...

[Table_Page] 公司深度研究|汽车与汽车零部件 证券研究报告 | [Table_Title] 【广发汽车&电新&海外】小鹏汽 | | --- | | 车-W(09868.HK)/小鹏汽车(XPEV) | | 十载磨砺成体系，多维增长引擎或将驱动 | | 价值重估 | [Table_Summary] 核心观点： | EBITDA | -9,307 | -4,523 | 185 | 3,590 | 6,812 | | --- | --- | --- | --- | --- | --- | | 归母净利润 | -10,431 | -5,761 | -1,647 | 2,045 | 4,739 | | 增长率（ % ） | - | - | - | - | 131.7% | | EPS（元/股） | -5.53 | -3.03 | -0.86 | 1.07 | 2.48 | | 市盈率（P/E） | - | - | - | 56.0 | 24.2 | | ROE（%） | -28.7% | -18.4% | -5.6% | 6.5% | 13.1% | | EV/EBITDA | - | - | 500.8 ...

Group 1 - Mercedes-Benz officially launched its flagship store on JD.com on February 6, providing a direct purchasing channel for consumers to buy original products, personalized car accessories, brand derivatives, and some maintenance products [1] - The flagship store primarily focuses on selling original factory items under the Mercedes-Benz brand [1] Group 2 - The entry into JD.com marks a strategic move for Mercedes-Benz to enhance its online presence and reach a broader consumer base [1] - This initiative aligns with the growing trend of automotive brands leveraging e-commerce platforms to improve customer access to their products [1]

该信息由智通财经网提供 智通财经APP讯，吉利汽车(00175)发布公告，于2026年2月6日斥资2716.12万港元回购166.5万股。 于 2026年2月6日注销6743.1万股。 ...

于2026年2月6日注销6743.1万股。 吉利汽车(00175)发布公告，于2026年2月6日斥资2716.12万港元回购166.5万股。 ...

Leadership Changes - Kenta Kon has been promoted to president and CEO of Toyota Motor, effective April 1, succeeding Koji Sato, who will become vice chairman and chief industry officer [2] - Prashanth Mahendra-Rajah will step down as CFO of Uber on February 16, 2026, and will be replaced by Balaji Krishnamurthy, currently vice president of strategic finance at Uber [3] - Peer Bueller has been promoted to CEO of Kayak, succeeding cofounder Steve Hafner, who will become executive chair and focus on AI innovation at Booking Holdings [4] - Liz Coddington, CFO of Peloton, is leaving for a similar role at Palmetto, with her departure effective March 30 [5] - Anubhav Mittal's employment offer to become CFO of Universal Corp. has been withdrawn, and Johan Kroner will continue as CFO until a successor is named [6] Background of Key Individuals - Kenta Kon has been with Toyota since 1991 and served as CFO since July 2025 [2] - Balaji Krishnamurthy joined Uber in 2019 and has held various leadership roles, including head of investor relations [3] - Peer Bueller joined Kayak in 2016 as CFO and took on the COO role in 2021 [4] - Liz Coddington joined Peloton as CFO in June 2022, previously working at Amazon and other notable companies [5] - Anubhav Mittal has worked at ADM for 10 years, most recently as CFO of ADM Nutrition, a $8 billion business [6] Company Implications - Toyota's leadership transition may signal a strategic shift under new management [2] - Uber's CFO change could impact its financial strategy and investor relations [3] - Kayak's new CEO may drive innovation and operational changes within the company [4] - Peloton's CFO transition could affect its financial management and strategic direction [5] - Universal Corp.'s withdrawal of Mittal's offer may create uncertainty in its financial leadership [6]