2月初，广汽本田发布的一则消息悄然流传：新款飞度焕新版1月15日以6.68万元焕新价上市，相较于上一代直降2万元，全国限量3000台发售，仅20天便被 抢购一空。几乎同一时间，蔚来创始人李斌表示："2026年企业面临的成本压力确实较大,最大的压力并非传统原材料,而是内存。" 开年的中国汽车市场呈现出一幅价格迷局：有入门车型以十年未见的低价杀回战场并迅速售罄，有豪华品牌主动上调官方指导价以纾解渠道困局，还有电动 车企在成本重压下被迫加价。价格涨跌信号相互矛盾、品牌市场叙事相互打架，一时间让人无所适从。 也有人担忧，进入2026年，随着新能源汽车购置税减免退坡、"两新"政策（报废更新和置换更新）衔接不畅，汽车价格会不会比以往更贵？ 在经历了2023年至2024年的价格回落后，动力电池核心原材料自2025年下半年起进入新一轮上涨通道，碳酸锂价格从2025年初的7.5万元/吨飙升至2026年1 月的17.4万元/吨，铜价站上10万元/吨。 花旗近期研报指出，大宗商品价格已大幅上升并在较高水平整固，铝、铜及锂供应商成为主要受益者，而汽车制造商将因物料清单成本上升显著承压。 新能源汽车出口的强劲增长，进一步放大了原材料需 ...

0:00 当AI握住了方向盘，城市交通会发生怎样的改变？ 在广东，这一幕已不再是未来想象。自动驾驶公交穿梭于繁华的东风路，十五运会期间，城市交通 被"AI智慧大脑"实时调度。从一条无人驾驶公交线，到一整张智慧交通网络，AI技术正在给出行行业带 来深刻变革。 这不仅是交通领域的突破，更是广东推动制造业与服务业协同发展的生动实践——依托人工智能技术底 座，广东正加速"先进制造+现代服务"深度融合，打造智能经济新形态，让城市交通更安全、高效且"懂 人"，为现代化产业体系注入新动能。 2026年广东全省高质量发展大会提到，随着人工智能广泛融入千行百业，在万物互联、平台赋能、数据 驱动、软件定义等作用下，我们的生产方式、服务模式正在发生革命性变化。南方财经全媒体集团《中 国经济名场面·AI在广东进行时》推出纪录片第一集，共同探讨人工智能给我们的出行交通带来了哪些 深刻变革。 【对话嘉宾】 广州公交集团自动驾驶项目筹备组经理 徐聚贤 华南理工大学土木与交通学院教授 林培群 以下为纪录片文字实录： AI搜索、AI导航、AI医疗、AI支付 我们迎来了一个全面AI的时代 人工智能正逐步渗透、融入 甚至接管我们的衣食住行和工作生 ...

Ries and joining me with the big picture here on what's going on with this market. Luke Lloyd, president and CEO of Lloyd Financial Group is with me. So, we talked yesterday about how many of the names got hit pertaining to AI and Anthropic at least was part of it as it really uh announced some breakthroughs and some concerns about cyber security, concerns about financials.Um, and so many names were caught in the crossfire from Door Dash to American Express. Um, you don't particularly love the Mag 7 names a ...

引发热议的报告采用了明确的统计口径：仅统计第三方供应商。但却在统计过程中有意区分华为的"五界"与"三境"，将最走量的鸿蒙智行车型剔除在外， 只统计华为HI模式的阿维塔、极狐等，造成有利于个体的假象。 跨越春节长假，2026高阶智驾行业依旧战火不歇。 究其源起，来自一份第三方供应商城市NOA研究报告。这份报告被不同势力反复拆解，最终演变成一场关于"谁是智驾第一"的舆论混战。 报告通过特定的修饰语，在搭载量上构建了一个国产智驾"双强"新格局，打破公众对于华为智驾领先的既有认知，也让处于焦虑中的腰部厂商看到了重夺 话语权机会。 但单纯的搭载量真的能代表智驾市场的真实格局吗？很明显不是。大量车型搭载了名义上的城市NOA功能，但这往往只是为了填满配置表。 另一边，随着特斯拉FSD入华的可能性以及AI大模型技术的爆发，智驾行业正经历剧烈的洗牌。纯软件算法的第三方供应商或纯硬件厂商的生存空间被大 幅压缩，行业共识是最终只能剩下2-3家头部玩家。具备芯片+算法+工具链全栈能力的软硬一体化玩家正在掌握核心话语权。 想要看清牌局，需要剥离掉那些复杂的定语，将目光投向更底层的算力与算法底座。我们会发现，中国智驾并非完全优势在我的" ...

He also pointed to service coverage through Volvo Cars, stating Polestar customers have access to more than 1,200 service points via the Volvo service network.Polestar also emphasized a shift in its go-to-market approach. Lohscheller said the company is moving “from showing to active selling,” underscoring the role of dealers in delivering a premium customer experience. He said Polestar expanded from 140 to 210 sales points during 2025 and is targeting 30% growth in sales points in 2026. In response to a la ...

Lucid Group (NasdaqGS:LCID) Q4 2025 Earnings call February 24, 2026 05:30 PM ET Company ParticipantsAndrew Perugi - Managing DirectorMarc Winterhoff - Interim CEONick Twork - Vice President of CommunicationsTaoufiq Boussaid - CFOConference Call ParticipantsAndres Sheppard - Senior Equity AnalystItay Michaeli - Senior AnalystJames Picariello - Stock AnalystOperatorGood day, and welcome to Lucid Group's fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the spea ...

Financial Data and Key Metrics Changes - In Q4 2025, production reached 7,874 vehicles, up 133% year-over-year, while full-year production totaled 70,840 vehicles, up 98% year-over-year [25][26] - Q4 revenue was $522.7 million, up 55% sequentially and 123% year-over-year, with full-year revenue reaching $1.35 billion, up 68% year-over-year [27][28] - Gross margin improved approximately 18 points sequentially in Q4, driven by higher production volume and improved fixed cost absorption [28][29] Business Line Data and Key Metrics Changes - The Lucid Gravity represented the majority of deliveries in Q4, contributing to a significant increase in average selling price (ASP) for the quarter [14][27] - The company shifted to a more targeted build-to-stock approach to meet customer expectations for faster delivery of specific trims and configurations [26] Market Data and Key Metrics Changes - In the U.S., the Lucid Air was the number one selling EV in its segment and third in the large luxury car segment overall in 2025 [14][11] - Q4 deliveries increased 72.5% year-over-year and 31.1% from Q3, while full-year deliveries rose 54.7% compared to 2024 [14][26] Company Strategy and Development Direction - The company aims to leverage the ramp-up of the Gravity and the introduction of midsize vehicles to expand its total addressable market (TAM) from $40 billion to $350 billion by 2030, and potentially to $700 billion by 2035 with the robotaxi market [11][8] - A focus on operational efficiency and cost management is emphasized, with a 12% reduction in the U.S. workforce expected to yield up to $500 million in cost savings over three years [20][31] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the macroeconomic challenges faced in 2025, including tariffs and supply chain disruptions, but expressed confidence in the company's ability to navigate these issues and grow production and deliveries in 2026 [4][19] - The company remains committed to the EV market, emphasizing that EVs are the future and that they will continue to build vehicles that outperform competitors [22][24] Other Important Information - The construction of the M2 factory in Saudi Arabia is ahead of schedule, with equipment installation progressing as planned [12] - The company has launched a certified pre-owned program, Lucid Recharged, to enhance customer ownership experience [18] Q&A Session Summary Question: Will Lucid earn ongoing revenue through its partnership with Uber and Nuro? - The company clarified that the current arrangement involves selling vehicles to Uber, with no further licensing or subscription revenues expected at this time [38] Question: When does the board plan to appoint a permanent CEO? - Management indicated that this question is for the board, with no further updates available [39] Question: What is the clearest path to positive gross margin, and when do you realistically expect to get there? - Management highlighted that improvements in gross margin are expected in 2026 through better cost management and operational efficiencies [40] Question: What is Lucid's plan to grab market share with Tesla scaling back models? - The company acknowledged Tesla's role in the EV market and noted an uptick in inquiries from Tesla owners, indicating plans to accelerate efforts to capture this market [42] Question: What milestones are left before the midsize platform production starts? - Management mentioned that they are in the final stretch of product development and installation of equipment in the Saudi plant [45] Question: Are there any constraints with DRAM memory in production? - Currently, there are no significant constraints, although the situation is being monitored closely [48] Question: How should we think about the unit mix for production guidance this year? - The majority of production and deliveries in 2026 will come from the Gravity, with minimal contributions expected from midsize vehicles and robotaxis [52]

Lucid Group (NasdaqGS:LCID) Q4 2025 Earnings call February 24, 2026 05:30 PM ET Speaker6Good day, and welcome to Lucid Group's fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 1 again. Please be a ...

6,143,863+$56.48+23.05%$301.48[AMD][AMD]• Vol: 81,141,451+$17.24+8.77%$213.84[PayPal] TSLA Is Down 11% in 2026 and Reddit Is Losing Faith Fast - 24/7 Wall St.[S&P 5006,890.40 -0.01%][Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# TSLA Is Down 11% in 2026 and Reddit Is Losing Faith Fast### Quick ReadTesla (TSLA) is ending Model S and Model X production. Tesla is converting the Fremont factory space into Opt ...

一直以来，春节都是各大汽车品牌加紧促销的窗口期。 春节前夕，在豫北汽车市场安阳利化丰比亚迪海洋网4S店，看车、订车的顾客络绎不绝。据销售总监 介绍，新一轮"国补"政策实施以来，店内客流量与成交量较往年同期均有所提升，特别是价格在6万元 至10万元区间的车型备受青睐。 国补政策的延续，叠加节前传统消费旺季，让汽车市场迅速升温。春节期间，21世纪经济报道记者走访 了河南安阳的多家汽车门店，目睹了三四线城市汽车消费的潜力，也看到了新能源汽车在下沉市场的繁 荣。 卖车越来越卷 在河南安阳，理想、长城魏牌纷纷把门店开进核心区的万达广场，小米YU7也进入了小米门店，极狐在 另一家商场一楼设置展台，将优惠信息放在了最醒目的位置。 充电设施加速普及 而在更下沉的市场，新能源车的接受度越来越高。记者在河南北部县城看到，以往清一色蓝牌车的街道 上，比亚迪、五菱宏光、零跑、大众等品牌新能源汽车越来越常见。 在2023年之前，安阳的汽车4S店大部分选择开在地租便宜的城市郊区，如今也纷纷入驻商场。在业内 人士看来，门店位置的改变，一定程度显示了竞争愈发激烈，各个品牌选择进驻商场，抢占用户心智是 重要考量。 树立形象之外，最重要的竞争手 ...