瑞银中国汽车研究主管巩旻也表示，最低价格承诺将使在欧洲的中国电动汽车制造商避免陷入恶性价格 竞争。 比亚迪海狮07 南华早报 【文/观察者网 潘昱辰 编辑/高莘】据《南华早报》1月15日报道，分析师和行业人士称，随着欧盟为中 国电动汽车设定最低价格以取代反补贴关税，中国电动汽车制造商在欧将取得更高的利润率，最终将改 善其盈利状况和品牌声誉。 德意志银行分析师王斌在研究报告中表示，欧盟对中国电动车的最低限价将从技术上抑制销量，尤其是 低价小型电动车的销量。但他补充说，这一政策转变将对中国电动汽车巨头比亚迪，及其另一些在技术 和生产成本方面具有优势的同行产生积极影响，预计其利润率将有所提高。 摩根大通亚太区汽车研究主管赖以哲去年10月曾表示，中国汽车制造商在中国大陆的平均汽车利润约为 人民币5000元，如果能向海外出口更多汽车，且其产品在海外能卖出更高价格，那么利润可能会增至2 万元。 赖以哲认为，在最低价格制度下，中国电动汽车可以通过增加智能功能、优化内饰设计，从而在不提供 折扣的情况下，保持产品对当地客户的吸引力。由于未来不再参与价格战，从长远来看，中国电动汽车 在欧洲的声誉有望提升。 中国是全球最大的汽车和 ...

（记者 王瀚黎） 每经AI快讯，宏辉果蔬1月15日晚间发布公告称，宏辉果蔬股份有限公司持股5%以上股东黄俊辉先生持 有公司股份约1.01亿股，占公司总股本的16.54%；本次股份质押后，黄俊辉先生累计质押股份数量合计 为3040万股，占其持股数量的30.19%，占公司总股本的4.99%。黄俊辉先生及其一致行动人合计持有公 司股份约1.14亿股，占公司总股本的18.74%；本次股份质押后，黄俊辉先生及其一致行动人累计质押股 份数量合计为3040万股，占其持股数量的26.65%，占公司总股本的4.99%。 每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 ...

1月12日，商务部发布了关于中欧电动汽车案磋商进展的通报。根据通报，中欧双方一致认为，有必要 向对欧盟出口纯电动汽车的中国出口商，提供关于价格承诺的通用指导，以便中国出口商可通过更加实 用、有针对性且符合世贸组织规则的方式，解决相关关注。为此，欧方将发布《关于提交价格承诺申请 的指导文件》，并在文件中确认，欧方将秉持非歧视原则，根据世贸组织规则有关规定，对每一项价格 承诺申请，适用相同法律标准，并以客观和公正的方式进行评估。 人民财讯1月15日电，1月15日，商务部新闻发言人何咏前表示，中方赞赏欧方展现的对话精神，愿与欧 方一道，在当前积极成果基础上，进一步落实好中欧领导人会晤共识，保持对话沟通，支持双方产、供 链基于市场原则，继续深化合作，为全球绿色转型作出积极贡献。 ...

Core Insights - The global electric vehicle (EV) sales are projected to increase by 20% to 20.7 million units by 2025, but the year-end growth rate will hit its lowest point in nearly two years [1] - The growth rate for global EV sales is expected to slow to 15.7% in 2026, with the North American market facing a significant decline of 23% [1] - The global EV market is experiencing a noticeable cooling, with an increase in the percentage of consumers intending to purchase fuel vehicles in North America, Europe, and the Asia-Pacific region by 12, 11, and 10 percentage points respectively [1] Market Trends - The decline in growth rates is influenced by policy shifts in multiple countries and intensified competition in Europe [1] - There is a general decrease in the willingness to purchase pure electric vehicles across all major markets [1]

Core Viewpoint - China's export of high-tech products is expected to reach 5.25 trillion yuan in 2025, marking a growth of 13.2%, driven by the increasing demand for green products and the country's technological advancements [1][2]. Group 1: Export Growth and Trends - The export scale of "new three items" (electric vehicles, photovoltaic products, and lithium batteries) is projected to approach 1.3 trillion yuan in 2025, representing a 3.5 times increase compared to 2020 [2]. - The average annual growth rate of high-tech product imports and exports over the past five years has been 7.9%, with a projected acceleration to 11.4% in 2025, contributing nearly 60% to overall foreign trade growth [2][3]. Group 2: Technological Advancements - China has achieved significant breakthroughs in key technologies related to "new three items," including battery energy density, safety, and solar cell conversion efficiency, positioning itself as a global leader [3][4]. - Notable advancements include the world record for solar cell conversion efficiency achieved by companies like Longi Green Energy, with a record of 34.85% for silicon-perovskite tandem solar cells [3]. Group 3: Industry Competitiveness - The "new three items" have become a competitive advantage for China globally, driven by policy support, technological accumulation, and increasing global demand for green products [4]. - The complete and competitive supply chain in the "new three items" sector has been established, enhancing China's position in the global market [3][4]. Group 4: Future Challenges and Recommendations - Despite rapid growth, the "new three items" exports face challenges such as trade barriers and intensified technological competition [5][6]. - Companies are advised to strengthen technological innovation, diversify markets, and enhance international cooperation to ensure sustainable growth [5][6].

Group 1 - Pinduoduo's stock fell by 1.4%, while Fortinet's stock dropped by 2.8% due to a government directive for domestic companies to cease using security software related to the US and Israel [1] - Wells Fargo's stock declined by 2.7% as net interest income (NII) impacted Q4 revenue, and layoffs pressured annual profits [1] - Rivian's stock decreased by 3.3% following a recall of over 19,000 electric vehicles in the US [1] Group 2 - Netflix's stock rose by 1.4% as the company considers a cash-only acquisition of Warner Bros. Discovery [1] - Trip.com Group's stock plummeted by 17.1% as market regulators launched an investigation into the travel website [1]

Core Viewpoint - The article emphasizes Dubai's strategic advantages for Chinese companies seeking to expand into new markets amidst geopolitical changes and global supply chain restructuring, highlighting the potential for tax benefits and access to emerging markets through Dubai's established trade agreements [2][11]. Group 1: Trade Agreements and Market Access - The UAE currently has 27 bilateral trade agreements, allowing Chinese companies to establish bases in Dubai and export products to the Middle East, Africa, and South Asia with potential tax exemptions or low tariffs [2][11]. - Dubai serves as an efficient transit hub for Chinese companies looking to enter the African market, which includes several of the world's fastest-growing economies [2][11]. Group 2: Economic Agenda and Technological Collaboration - The Dubai Economic Agenda (D33) aims to enhance high-tech and digital economy sectors, with a focus on attracting advanced manufacturing technologies and innovative startups from China [7][15]. - The region's strategic need aligns with the capabilities of the Guangdong-Hong Kong-Macao Greater Bay Area, which contributes 40% of China's total exports and houses a third of its high-tech companies [5][7]. Group 3: Infrastructure Development and Opportunities - The expansion of Al Maktoum International Airport aims for a capacity of 260 million passengers annually, creating significant opportunities for Chinese infrastructure and logistics companies [12]. - The airport project will require innovative technologies from Chinese firms to enhance operational efficiency and passenger experience [12][13]. Group 4: Digital Economy and Agricultural Technology - Dubai seeks to elevate its digital economy to 20% of its total economic output, targeting a value of 100 billion dirhams, with a particular interest in AI applications across various sectors [15][16]. - There is a growing demand for agricultural technology solutions to meet the needs of the rapidly growing African market, positioning Dubai as a research and showcase center for Chinese agricultural innovations [17][18]. Group 5: Media and Content Industry - Dubai welcomes new media and content industries, encouraging Chinese MCN institutions and short drama production companies to enter the market, supported by financial incentives [20][21]. - Successful examples, such as iQIYI's localized content, demonstrate the commercial potential of high-quality content tailored for the local market [20][21]. Group 6: Support for Enterprises - The restructuring of the Dubai Chamber into three independent entities aims to provide specialized support for Chinese SMEs and startups looking to enter the Dubai market [24][25]. - The "sandbox mechanism" allows companies to test their technologies and business models in a controlled environment, facilitating innovation and commercialization [25].

中国电动汽车企业应倍加珍惜这一成果，在新规则范围内主动适应、积极作为。 每经评论员 杜恒峰 中欧双方关于电动汽车反补贴案的磋商取得积极成果。当地时间1月12日，欧委会发布《关于提交价格 承诺申请的指导文件》（以下简称指导文件），中国电动汽车企业可依据该文件内容提交价格承诺申 请。欧委会承诺，将本着非歧视原则，采用统一标准对中国企业提交的申请进行客观、公正审查，符合 条件的企业可用价格承诺替代反补贴征税。 上述磋商成果无疑是一项重大利好。对企业来说，用价格承诺替代高额反补贴税（反补贴税率在7.8% 到35.3%之间），直接降低了出口成本，避免了因关税导致的利润大幅压缩甚至退出欧洲市场的风险。 对电动汽车行业来说，指导文件明确了申请流程、定价标准等操作规范，消除了政策不确定性，让企业 得以清晰规划出口策略与长期发展，同时也将推动产业链上下游加强协同，中欧电动汽车产业在市场拓 展、技术创新等领域也可以继续深化合作。同时，争端的缓和避免了贸易摩擦升级对双边经贸关系的影 响，汽车电动化是绿色转型的关键一环，双方在脱碳目标上有共同诉求，争端解决可以加速全球新能源 产业的协同发展。 上述"软着陆"成果的取得实属不易。回顾争 ...

Core Viewpoint - The article discusses the significant framework consensus reached between China and the EU regarding the anti-subsidy case against Chinese electric vehicles, transitioning from high tariffs to a constructive "minimum price commitment" mechanism [1][2]. Group 1: Framework Consensus - On January 12, 2026, the Chinese Ministry of Commerce announced that China and the EU have reached an important framework consensus to replace high tariffs with a minimum price commitment mechanism [1]. - The EU had previously imposed anti-subsidy taxes on Chinese electric vehicles, with rates reaching up to 35.3%, significantly impacting the profitability and competitiveness of Chinese automakers in the European market [1]. - The consensus was reached after ongoing negotiations since October 2023, with the EU officially imposing anti-subsidy taxes in April 2024 [1]. Group 2: Price Commitment Mechanism - The EU will issue guidelines for submitting price commitment applications, allowing eligible Chinese electric vehicle companies to replace anti-subsidy taxes with price commitments [2]. - This arrangement reflects the willingness of both parties to resolve differences through dialogue within the framework of multilateral trade rules, contributing to the stability of the automotive industry and supply chain [2]. - The implementation of the price commitment mechanism is expected to alleviate the tariff pressure on Chinese electric vehicle exports to Europe, potentially lowering overall export costs and improving profit margins [2]. Group 3: Investment Recommendations - The article recommends investing in Chinese electric vehicle companies that have established a solid presence in the European market, with strong channels and product foundations [3].

Core Viewpoint - The negotiations regarding the EU's anti-subsidy measures on Chinese electric vehicles have made significant progress, with the EU set to issue guidelines for price commitment applications, allowing Chinese manufacturers to potentially avoid high tariffs by committing to minimum pricing [1][2]. Group 1: Negotiation Progress - The EU will release guidelines for Chinese electric vehicle manufacturers to submit price commitment applications, which could exempt them from anti-subsidy tariffs [1][2]. - The EU's anti-subsidy investigation began in October 2023, with high tariffs set to be imposed in October 2024, but recent negotiations have led to a more favorable outcome for Chinese manufacturers [1][2]. Group 2: Tariff Implications - Chinese electric vehicle manufacturers faced tariffs ranging from 17.0% to 35.3%, with an overall import tax potentially reaching 45.3% when combined with the EU's 10% import duty [2]. - The new agreement allows manufacturers to replace these tariffs with price commitments, which could enhance profit margins and provide a more stable market environment for expansion in Europe [2][3]. Group 3: Market Dynamics - Despite the new pricing commitments, experts believe that the retail prices of Chinese electric vehicles in Europe will not significantly change, maintaining a high price point compared to domestic sales [3]. - The average selling price of Chinese electric vehicles in Europe is estimated to be around €25,000, while the average for all imported electric vehicles is approximately €30,000, indicating a substantial markup for Chinese models [4]. Group 4: Competitive Landscape - Chinese brands like BYD and SAIC have seen significant growth in the EU market, with BYD's registrations increasing by 240% year-on-year, while other brands like Xpeng and Leap Motor have also reported explosive growth [8]. - In contrast, Tesla's market share in the EU has declined, highlighting the increasing competitiveness of Chinese electric vehicles in the region [8]. Group 5: Industry Collaboration - The new agreement is expected to foster deeper collaboration between European and Chinese automakers, with European companies looking to China for battery and smart technology advancements [9][10]. - Recent investments, such as CATL's joint battery factory with Stellantis in Spain and BYD's new factory in Hungary, indicate a trend towards closer ties and shared technological development between the two regions [10].