通用汽车于周四成为最新一家宣布在电动汽车投资领域出现巨额亏损的车企。此前，美国国会与特朗普 总统调整了联邦层面的相关政策，转而向化石燃料倾斜，电动汽车销量随即出现下滑，通用汽车也因此 受到波及。 作为美国规模最大的车企，通用汽车表示，其将在2025年第四季度录得71亿美元亏损，这一数据主要是 为了反映该公司在电池工厂及电动汽车组装生产线方面的投资价值缩水情况。 通用汽车称，此次亏损还涵盖了需向供应商支付的补偿金——这些供应商曾为生产通用汽车目前已不再 需要的零部件进行了相关投资。此外，亏损总额中约有11亿美元，源于通用汽车在华非电动汽车业务的 重组成本。 自特朗普开启第二任期以来推行的相关政策，已迫使多家车企付出高昂成本进行业务调整。福特汽车于 上月表示，其电动汽车业务相关利润将遭受195亿美元的损失。 去年9月底，最高可达7500美元的电动汽车购置或租赁联邦税收抵免政策被取消，此后电动汽车的销售 难度显著增加。与此同时，特朗普政府还放宽了环境及燃油经济性标准，而此前这些标准一直倒逼车企 加大电动汽车的销售力度——电动汽车本身并不存在尾气排放的问题。 通用汽车在周四提交的一份证券备案文件中表示："随着部分消费 ...

Core Insights - The automotive industry is set to benefit significantly from the integration of industrial internet and artificial intelligence, as outlined in the recently released action plan by the Ministry of Industry and Information Technology [2][3] - The plan aims for a deeper and broader integration of these technologies by 2028, addressing current challenges in the manufacturing sector and enhancing global competitiveness [3][9] Policy Guidance - The action plan emphasizes the importance of integrating industrial internet and AI to drive new industrialization and improve productivity in the automotive sector [3] - Specific actions will target issues such as industrial network communication bottlenecks and data quality, facilitating a smoother digital transformation for manufacturers [3][4] Quality Control Enhancements - The establishment of an industrial data sharing system will allow automotive companies to integrate data across the entire production process, improving quality prediction and defect prevention [4] - Real-time data collection and AI algorithms will shift quality control from reactive to proactive measures, significantly enhancing product quality [4] Production Efficiency - New industrial network upgrades will enable high-speed, stable communication between devices, optimizing production processes and reducing idle time [4] - The integration of AI in scheduling will lead to improved overall efficiency and lower production costs [4] Innovation in Applications - The plan encourages the development of intelligent solutions, fostering advancements in areas like autonomous driving and smart cockpit design [4][5] - Virtual simulation technologies will allow for extensive testing during product development, reducing time and costs associated with R&D [4] Supply Chain Optimization - The industrial internet will break down data silos within the automotive supply chain, enhancing communication and collaboration among suppliers, manufacturers, and logistics providers [6] - Real-time data sharing will enable better resource allocation and coordination across the supply chain, improving overall efficiency [6] Ecosystem Development - The action plan supports the creation of a collaborative ecosystem in the automotive industry, where various stakeholders can share resources and data [7] - Leading automotive companies will drive this ecosystem, fostering partnerships with suppliers and software developers to enhance quality and efficiency [7][8] Platform Integration - An industrial internet platform will serve as a central hub for connecting various resources, facilitating data sharing and innovation [8] - This platform will provide comprehensive services, helping companies reduce costs and improve competitiveness [8] Competitive Advantage - China's automotive industry is positioned to leverage its strengths in industrial internet infrastructure and AI development to gain a competitive edge globally [9] - The integration of these technologies is expected to transform China from a follower to a leader in the global smart manufacturing landscape [9]

当前车市竞争已进入白热化阶段，新品牌层出不穷，传统车企与新势力正面交锋，继价格战、配置战之 后，营销战不可避免地升级。在流量逻辑主导之下，极端化、视觉化、猎奇化的传播方式更容易被算法 捕捉，也更容易在短时间内引爆舆论。个别车企由此陷入"越离奇越有传播力"的误区，将新车测试异化 为表演，严肃的工程验证被包装成一场场"杂技秀"。 随着中国汽车产业高速发展，新车上市数量创下新高、产品更新节奏持续加快。但与此同时，个别车 企"杂耍式营销""奇葩性能测试"等也不时出现，成为当下汽车圈内颇具争议的话题。 高速飞坡、极限侧翻、超载攀爬、非标准碰撞……可以看到，某些车企的一些测试项目已经脱离真实用 车场景。这不禁让人疑惑，相关车企究竟是在展示工程实力，还是在制造噱头？当"敢不敢""能不能"取 代了"安不安全""合不合理"，这样的"汽车营销"已然偏离了正常的轨道。 笔者认为，汽车并非快消品，更不是单纯的科技玩具，作为交通工具，安全始终是其核心属性。性能测 试和安全验证，本应是理性和科学的代名词，要服务于研发和品质提升，是建立消费者信任的重要基 础，不应成为营销部门的"内容素材库"。当测试项目被刻意设计为突破物理极限、挑战常识认 ...

据 香港交易所 披露， 摩根大通 （JPMorgan）对 比亚迪 股份有限公司- H股的多头持仓比例于2026年1 月5日从5.38%降至5.3%。 ...

Investment Rating - The report does not explicitly provide an investment rating for the manufacturing industry or specific companies within it [2]. Core Insights - The manufacturing sector is a key component of the national economy and plays a crucial role in technological innovation and high-quality economic development [7]. - The report identifies a group of top 100 manufacturing companies that demonstrate strong operational quality, innovation capabilities, and industry leadership, serving as a benchmark for advanced development models in China's manufacturing sector [8][9]. - The report highlights the need for manufacturing companies to transition from scale-driven growth to quality and efficiency-oriented development, responding to both domestic and international challenges [18][19][20]. Summary by Sections 1. New Situations Facing High-Quality Development of Manufacturing Listed Companies - The domestic development environment is shifting from scale-driven growth to a focus on quality and efficiency [18]. - The international environment is increasingly characterized by intensified competition and geopolitical risks, affecting the global competitiveness of manufacturing companies [19]. - New requirements for high-quality development are emerging, necessitating a comprehensive assessment of the current state and challenges faced by manufacturing listed companies [20]. 2. Overall Development Overview of Manufacturing Listed Companies - The A-share market continues to expand, with a stable structure and an increasing number of manufacturing listed companies [22]. - Manufacturing companies are experiencing steady growth in scale, assets, and R&D investment, although profitability is under pressure [22][29]. 3. Analysis of the Top 100 High-Quality Development Manufacturing Companies - The top 100 companies have established a solid leading position in terms of scale, innovation, and industry influence, although structural disparities remain [39]. - These companies exhibit strong operational resilience and superior financial stability compared to the industry average [39]. - Innovation activities among the top 100 companies are increasingly systematic and efficient, contributing to their high-quality development [39][46]. 4. Existing Issues - There is a significant disparity in innovation capabilities among manufacturing companies of different sizes, with larger firms concentrating more resources on innovation [41]. - Some companies still rely on scale expansion and cost-driven strategies, lacking in value transformation and enhancement capabilities [41]. - The internationalization of manufacturing companies faces rising uncertainties and external pressures, necessitating improved risk management and compliance capabilities [41]. 5. Policy Recommendations - Recommendations include enhancing the innovation system, optimizing capital market functions, guiding leading companies to drive industry development, and promoting high-quality internationalization of manufacturing [9].

| 大 亮 兰 | 都在用的商业查询工具 | 查公司 查老板 查关系 查风险 | | | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 金华凌达汽车零部件有限公司 | × | | 基本信息 5 | 法律诉讼 | 经营风险 | 经营信息 | | 股东信息 1 2 ● 品股权结构 | | | | | 序号 | | 股东名称 | | | + | 零跑汽车有限公司 品 | | | | 都在用的商业查询工具 | 查风险 查公司 查老板 查关系 | | | | --- | --- | --- | --- | | 国家中小企业发展子基金旗下机构 | | 金华凌达汽车零部件有限公司 | × | | 基本信息 5 | 法律诉讼 | 经营风险 | 经营信息 | | 工商信息 ● | | | | | 工商信息 历史工商信息0 | | | | | 企业名称 | 金华凌达汽车零部件有限公司 | | | | 法定代表人 | 발 曹力 怒关联企业 17 | 登记状态 ② | 存勾 | | | | 成立日期 | 2026-01-06 | | 统一社会信用代码 ⑦ | 91330703MAK561 ...

Group 1 - Chongqing Changan Automobile Co., Ltd. has applied for a patent titled "Vehicle Bus Testing Method, Device, Equipment, Storage Medium, and Program Product," with publication number CN121283894A, and the application date is September 2025 [1] - The patent involves a method for testing vehicle safety by obtaining target messages from the vehicle bus, fuzzing the fields in the target messages, and conducting frame injection attacks to detect any anomalies in the vehicle's response [1] - The method aims to expose security vulnerabilities in the vehicle bus and validate the vehicle's safety and robustness under hybrid attacks by generating test results based on the vehicle's responses to both fuzzed and normal messages [1] Group 2 - Chongqing Changan Automobile Co., Ltd. was established in 1996 and is primarily engaged in the automotive manufacturing industry, with a registered capital of 991,408.606 million RMB [2] - The company has invested in 120 enterprises, participated in 5,000 bidding projects, and holds 3,116 trademark records and 5,000 patent records, along with 1,053 administrative licenses [2]

Group 1 - Ningbo Jifeng Automotive Parts Co., Ltd. has invested 10 million RMB to establish Ningbo Jirong Automotive Interior Parts Co., Ltd., holding 100% ownership [1] - Ningbo Jirong Automotive Interior Parts Co., Ltd. was founded on August 22, 2025, with a registered capital of 10 million RMB [1] - The company is located in Ningbo City and operates in the automotive manufacturing industry, focusing on the manufacturing and research of automotive parts and accessories [1] Group 2 - The company engages in wholesale and retail of automotive parts, as well as providing technical services, development, consulting, exchange, transfer, and promotion [1] - The business activities are conducted independently based on the business license, except for projects that require legal approval [1]

制图:朱林(即梦AI生成) | 试验发展 | 应用研究 | 县础研究 | | --- | --- | --- | | 经费 | 经费 | 经营 | | 2024年 ■ 82.73% | =11.60% | =5.67% | | 2023年 ■87.00% | 7.50% | =5.60% | | 2022年 ■ 85.10% | 9.40% | =5.40% | | 2021年 ■ 84.20% | - 8.90% | =6.90% | | 2020年 ■ 84.90% | 9.20% | =5.90% - moreer | 全国与广东研究与实验发展(R&D) 经费投入情况对比(单位:亿元) 专国 广东 2024年 5099.61 36130 2023年 4802.62 33357.1 2022年 | 4411.9 30782.9 2021年 4002.18 27956.3 2020年 3479.88 24393.1 2019年 3098.49 22143.6 2018年 2704.7 19677.9 2017年 | 2343.63 17606.1 2016年 15676.7 2035.14 2024年广东R ...

Group 1 - The company will hold its first extraordinary general meeting of 2026 on January 23, 2026, at 14:00 [2] - The meeting will be convened by the board of directors and will utilize a combination of on-site and online voting methods [2][3] - The on-site meeting will take place at the conference room T2-102, No. 668, Jingshan Avenue East, Panyu District, Guangzhou [2] Group 2 - The online voting system will be the Shanghai Stock Exchange's shareholder meeting online voting system, available from 9:15 to 15:00 on the day of the meeting [3] - Shareholders can vote through the trading system or the internet voting platform, with specific time slots for each method [3][8] - There are no special resolutions or proposals requiring separate voting for minority investors [6][7] Group 3 - Shareholders must register to attend the meeting by 17:00 on January 22, 2026 [13] - Registration can be done by personal shareholders with their ID or by corporate shareholders with necessary documentation [14] - The meeting is expected to last half a day, and attendees will bear their own travel and accommodation costs [15]