（来源：光明日报） 转自：光明日报 本报北京1月2日电 记者董蓓从商务部获悉，近日，商务部、国家发展改革委、工业和信息化部等8部门 办公厅联合印发《2026年汽车以旧换新补贴实施细则》，提出24条具体措施。 在汽车报废更新方面，细则提出，2026年，对个人消费者报废符合条件乘用车旧车，并购买符合条 件乘用车新车的，给予一次性补贴。其中，对报废更新新能源乘用车的，按新车销售价格的12%给予补 贴，补贴金额最高2万元；对报废燃油乘用车，并购买燃油乘用车的，按新车销售价格的10%给予补 贴，补贴金额最高1.5万元。所报废的旧车和购买的新车，应登记在同一个人消费者名下。 在汽车置换更新方面，细则提出，2026年，对个人消费者通过售卖方式转让乘用车旧车，并购买符 合条件的乘用车新车的，给予一次性补贴。其中，对换购新能源乘用车的，按新车销售价格的8%给予 补贴，补贴金额最高1.5万元；对换购燃油乘用车的，按新车销售价格的6%给予补贴，补贴金额最高1.3 万元。所转让的旧车和购买的新车，应登记在同一个人消费者名下。 细则明确，政策实施期间，每位个人消费者只能选择享受一次汽车报废更新补贴或一次汽车置换更 新补贴。补贴申请审核 ...

Core Insights - Sony Honda Mobility Inc. (SHM) has initiated trial production runs of its first model, AFEELA 1, at Honda's East Liberty Auto Plant as part of preparations for mass production [1] - SHM has established a Quality Gate facility in East Liberty, Ohio, to conduct unique inspections on vehicles to meet SHM's specifications and Honda's quality standards [1][2] Production and Quality Assurance - AFEELA's production integrates strict manufacturing quality with innovative features, including 40 sensors, panoramic screens, and advanced technologies like AI and connectivity [2] - The Quality Gate facility will perform inspections from two main perspectives: function inspection and exterior inspection, ensuring the vehicle's integrated functions operate as designed and verifying the perfection of the exterior design [3][8] Feedback and Continuous Improvement - Quality Gate will serve as a feedback mechanism for production quality stabilization, with data collected being used to enhance vehicle design and manufacturing processes [3] - The commitment to reliability and technology is emphasized by SHM, aiming to deliver the promised experience of the AFEELA brand [4] AFEELA Brand Overview - AFEELA represents a fusion of intelligence and emotion in motion, focusing on a next-generation driving experience through advanced sensing and human-centered design [5] - The AFEELA 1 is set to be the brand's first production model, with deliveries planned in California for 2026 [5] Company Background - Sony Honda Mobility Inc. is a joint venture established in 2022, combining Sony's technological expertise with Honda's automotive knowledge to drive innovation in the mobility sector [6]

特斯拉股价走势反转，最新跌1.7%。 来源：滚动播报 ...

Tesla's annual sales have dropped for the second year in a row, the company said Friday. The Elon Musk-led electric vehicle maker delivered 1.64 million cars last year, a 9% fall from the 1.79 million it shipped in 2024. It delivered 418,227 vehicles in the final quarter of 2025, down 16% year-over-year and missing analyst expectations for 441,000 vehicles, according to an average compiled by Bloomberg. On Monday, Tesla took the unusual step of publishing a consensus estimate, which predicted the automa ...

来源：滚动播报 Rivian汽车公司股价走势逆转，下跌2%。 ...

Core Insights - Tesla has lost its position as the world's bestselling electric vehicle maker, with deliveries falling to 1.64 million vehicles in 2025, a 9% decrease from the previous year, while Chinese rival BYD sold 2.26 million vehicles [1][8] - The decline in Tesla's sales is attributed to customer dissatisfaction with Elon Musk's political stance, the expiration of U.S. tax breaks, and increased competition from overseas [1][2] Sales Performance - In the fourth quarter, Tesla's sales totaled 418,227 vehicles, which was below the expected 440,000, impacted by the end of a $7,500 tax credit [3] - Analysts predict a 3% drop in sales and nearly a 40% drop in earnings per share for the upcoming fourth-quarter earnings report [6] Strategic Initiatives - Tesla has introduced stripped-down versions of the Model Y and Model 3, priced under $40,000 and $37,000 respectively, to enhance competitiveness against Chinese models in Europe and Asia [5] - Despite current sales challenges, investors remain optimistic about Musk's vision for Tesla's future, including ambitions in robotaxi services and humanoid robots [4][7] Market Reaction - Tesla's stock saw a slight increase of 0.5% to $451.60 in early trading, reflecting some investor confidence despite declining sales figures [3] - The stock finished 2025 with an approximate gain of 11%, indicating a focus on long-term potential rather than short-term sales declines [4]

Core Insights - Tesla experienced a disappointing year in electric vehicle sales, reporting 418,227 deliveries in Q4, a 16% decline year-over-year and below the consensus estimate of 422,850 [1] - The total vehicle deliveries for Tesla in 2025 were 1,636,129, which is 9% lower than the previous year, marking the company's second consecutive yearly decline [1] - BYD, a Chinese competitor, surpassed Tesla in 2025 with 2,256,714 deliveries, reflecting a 28% year-over-year increase [2] Sales Performance - Tesla's vehicle deliveries declined for the second straight year, allowing BYD to take the lead in global EV sales [3][7] - Despite the decline in sales, Tesla saw revenue growth in Q3, likely due to buyers capitalizing on expiring tax credits for EVs [4] - Tesla's stock saw a significant recovery, more than doubling from its March lows, driven by excitement around its plans for robotics, AI, and the rollout of its robotaxi service [5][7] Future Outlook - Analysts are optimistic about Tesla's future, with predictions that 2026 could be a "game changer" for the company, driven by advancements in AI [6] - Dan Ives, a Wedbush analyst, believes Tesla stock could rise to $800 by the end of 2026 as the company moves towards an AI-driven valuation [6]

Core Insights - Retail investing reached unprecedented levels in 2025, driven by the democratization of financial tools, social media, and a significant influx of younger, tech-savvy market participants [1] Market Participation & Volume - Retail inflows into U.S. stocks reached a record high of approximately $308 billion in 2025, marking a 14% increase from the previous peak of $270 billion in 2021 [2] - Individual investors accounted for 20% to 25% of total U.S. equity trading volume on average, peaking at 35% in April 2025 during high volatility periods [4] - Retail investors added around $1.3 billion to the market daily during the first half of 2025, representing a 32.6% increase from the previous year [5] Demographics & Access - The age of entry into the market has significantly decreased, with 37% of 25-year-olds holding investment accounts in early 2025, compared to just 6% in 2015 [6] - Lower-income individuals have increased their investing activity fivefold over the last decade, with below-median income earners making up 31% of all monthly retail investors by May 2025 [6] - 36% of investors identified social media as a primary source for financial news, a 5-point increase since 2024 [7] Looking Ahead - In 2026, retail investors are expected to utilize professional-grade AI agents and benefit from a liquidity surge due to larger tax rebates, potentially increasing their trading volume [8] - Market strategists predict that retail investors will continue to be a significant presence in the market, having made profits in 2025 and showing a strong interest in trading stocks [8]

Market Overview - U.S. equities are showing a mixed but generally positive tone as Wall Street begins 2026, with a focus on technology and artificial intelligence [1] - Major indexes like the S&P 500 and Nasdaq Composite initially showed strong gains but experienced some fluctuations throughout the session [1][2] Current Market Indexes and Trends - The S&P 500 Index opened up 0.48% and rose 0.7% in morning trading, but by midday, it had wavered, showing a slight decline at one point [2] - The Nasdaq Composite Index opened with a 1.03% gain and surged 1.3% in the morning, but also saw a slight retreat around midday [3] - The Dow Jones Industrial Average started positively, opening up 0.09% and rising 42 points, but later reports indicated a decline of 0.26% [4] Economic Indicators - The U.S. December S&P manufacturing PMI remained unchanged at 51.8, slightly down from 52.20 in November, with new orders falling for the first time in twelve months [6] - Exports have declined for the seventh consecutive month, indicating ongoing impacts from tariffs and trade tensions [6] Federal Reserve Monitoring - Market participants are closely watching the Federal Reserve's monetary policy stance, with a 15% probability of a 25 basis point rate cut anticipated at the next FOMC meeting [7] Major Stock News and Developments - Nvidia (NVDA) shares rose approximately $2.65, up 1.3% due to strong interest in AI-related stocks and a new licensing agreement with Groq [9] - Micron Technology (MU) is performing well, driven by supply-demand issues that could create a $100 billion high-bandwidth market by 2028 [10] - Tesla (TSLA) shares fell 0.6% after reporting declining sales for the second consecutive year [10][11] - Alphabet (GOOGL) initially rose 2% but later dropped 0.2%, while Microsoft (MSFT) fell 2.1%, impacting overall market momentum [12] - Broadcom (AVGO) shares increased by 1.9%, reflecting strong investor confidence [13] - Vertiv Holdings (VRT) climbed 8% after an upgrade from Barclays, citing substantial upside potential [13] - Baidu (BIDU) shares jumped 9.4% after announcing plans to spin off its AI chip unit, while Alibaba (BABA) rose 4.3% [14] - Nike, Inc. (NKE) was a top gainer, up 4.12%, following insider investments [15] - Fair Isaac Corporation (FICO) and Moderna, Inc. (MRNA) were among the biggest losers, down 3.16% and 3.03% respectively [15] Leadership Changes - Warren Buffett stepped down from his position at Berkshire Hathaway, a significant development that will be closely monitored by investors [16]

Group 1 - Major stock indexes, including the Dow Jones Industrial Average, experienced a rise of 0.4%, nearly 200 points, in premarket trading as markets attempted a rebound in the first trading session of 2026 [3]. - Tesla is highlighted as an early winner in the stock market, with anticipation building around its upcoming fourth-quarter and full-year delivery report [3][6]. - The market is focused on Tesla's Q4 and 2025 vehicle deliveries and energy storage deployment, which are set to be reported before the market opens [4][6]. Group 2 - The year 2026 is being characterized as a "defining year" for Tesla, with significant expectations surrounding the development of self-driving robotaxis and achieving true autonomy [5][6]. - There is a notable concern regarding whether Tesla will meet already low expectations for its vehicle deliveries, as the company prepares to release its delivery figures [3][6].