周二，特斯拉(TSLA.US)开盘后股价快速下跌，截至发稿，该股跌超2.8%，报439美元。消息面上，比 亚迪（002594）去年在欧洲两大电动汽车市场的销量均超过了特斯拉，凸显出其强劲的全球扩张势头。 在德国市场，比亚迪2025年销量激增8倍，达到23306辆；而特斯拉销量近乎腰斩，仅为19390辆。尤其 在12月单月，比亚迪的汽车上牌量更是特斯拉的两倍以上。在英国市场，比亚迪自2025年9月实现销量 反超后持续领跑，全年累计上牌量达51422辆，超过特斯拉的45513辆。 ...

智通财经APP获悉，周二，特斯拉(TSLA.US)开盘后股价快速下跌，截至发稿，该股跌超2.8%，报439 美元。消息面上，比亚迪去年在欧洲两大电动汽车市场的销量均超过了特斯拉，凸显出其强劲的全球扩 张势头。在德国市场，比亚迪2025年销量激增8倍，达到23306辆；而特斯拉销量近乎腰斩，仅为19390 辆。尤其在12月单月，比亚迪的汽车上牌量更是特斯拉的两倍以上。在英国市场，比亚迪自2025年9月 实现销量反超后持续领跑，全年累计上牌量达51422辆，超过特斯拉的45513辆。 ...

Core Insights - Geely Auto Group has officially launched the World Action Model (WAM) in the United States, marking the evolution of its AI technology system to version 2.0 [1][3] - The G-ASD (Global Advanced Driving System) has been introduced as a leading advanced driving assistance system, leveraging the Smart AI Agent architecture and the complete application of the WAM model [1][3] Group 1 - The WAM model creates a unified "vehicle brain," enabling perception, data, and information sharing across various domains such as intelligent driving, cabin, chassis, and power [3] - The full AI 2.0 technology system empowers the Eva super-human emotional intelligence agent, which is evolving into an "ultra-human, ultra-intelligent, and ultra-user-friendly" vehicle intelligence hub [3] Group 2 - Geely showcased its latest electric vehicles, including the Zeekr 9X, Zeekr 009 Glorious (Collector's Edition), and Geely Galaxy M9, along with innovations like the Shield Gold Brick battery and Flyme Auto intelligent cockpit system at CES 2026 [3]

Group 1 - Tesla China has launched a limited-time financial promotion plan for its vehicles, effective from January 6 to January 31 [1] - The promotion includes a 7-year low-interest financing option with an annual fee rate as low as 0.5%, translating to an annualized interest rate of 0.98%. The down payment for Model 3 and Model Y starts at 79,900 yuan, with monthly payments as low as 1,918 yuan. The Model Y L has a down payment starting at 99,900 yuan and monthly payments as low as 2,947 yuan [2] - Additionally, customers can opt for a 5-year interest-free financing plan for the Model Y L, which is a first-time offering, with a down payment starting at 99,900 yuan and monthly payments as low as 3,985 yuan [2] Group 2 - The current mainstream car loan term in the domestic market is 3 years, with a range of 1 to 5 years, while some luxury brands or premium customers may extend to 6-7 years. However, there are many restrictions, and the annual interest rates generally exceed 3% [5] - Tesla China has experienced a decline in sales, with approximately 531,900 vehicles sold in the first 11 months of 2025, representing a year-on-year decrease of 7.37%. In the fourth quarter of 2025, Tesla delivered about 418,200 vehicles, a year-on-year decline of 15.6%, with total annual deliveries of approximately 1.636 million vehicles, marking a historical maximum annual decline of over 8% [7] - BYD has reported a global pure electric vehicle sales figure of 2.26 million units in 2025, a year-on-year increase of 28%, surpassing Tesla for the first time to become the largest electric vehicle seller globally [7]

Core Viewpoint - Donut Lab has introduced the world's first mass-producible all-solid-state battery at CES 2026, marking a significant milestone in the electrification of vehicles, particularly for its application in Verge Motorcycles' models [3][15]. Group 1: Product Features - The all-solid-state battery offers an energy density of 400Wh/kg, enabling longer range, lighter structure, and unprecedented flexibility in vehicle design [4]. - It can be fully charged in just 5 minutes without the need to limit charging to 80%, supporting safe and reliable full discharge [4]. - Unlike traditional lithium-ion batteries, this solid-state battery has minimal capacity degradation over its lifespan, with a design life of up to 100,000 cycles, significantly exceeding current technologies [6]. Group 2: Safety and Testing - The battery is designed with safety as a core feature, eliminating flammable liquid electrolytes and preventing thermal runaway reactions, thus fundamentally reducing fire risks [6]. - It has been rigorously tested under extreme conditions, maintaining over 99% capacity at temperatures as low as -30°C and above 100°C without any signs of fire or degradation [6]. Group 3: Material and Cost - Donut Lab's solid-state battery is made from abundant, low-cost materials that are geopolitically secure, avoiding reliance on rare or sensitive elements, and showing lower costs compared to lithium-ion batteries [8]. Group 4: Application and Market Impact - The solid-state battery will first power Verge Motorcycles, which will be the world's first mass-produced vehicle utilizing this groundbreaking technology, with pre-orders starting and deliveries expected in Q1 2026 [13][15]. - The technology is anticipated to have significant advantages in larger vehicles, with weight reduction and charging speed improvements expected to have a multiplicative effect [15]. - Donut Lab is also collaborating with WATTEV to develop a lightweight modular electric vehicle platform that integrates their motor and battery technology [15].

1月6日，特斯拉微博发布消息，特斯拉Model 3/Y/Y L推出7年超低息购车方案。其中，Model 3/Y首付 7.99万元起，月供可低至1918元；Model Y L首付9.99万元起，月供可低至2947元。 特斯拉还表示，Model Y L首次推出5年0息，首付9.99万元起，月供可低至3985元。 首付9.99万元起 1月2日晚间，特斯拉公布去年第四季度交付量为418227辆，同比下降16%，在全球电动车制造商排名中 明显被甩在中国比亚迪身后。 特斯拉在1月2日发布声明称，第四季度交付量下降16%至418,227辆，不仅低于分析师预期，也未达到 公司自身目标。 值得注意的是，就全年数据来看，特斯拉有史以来首次被中国汽车制造商比亚迪超越。数据显示，特斯 拉2025年全球交付汽车163.6万辆，同比下降约8.6%。同期，比亚迪纯电动汽车销量为225.67万辆。 可选5年0息方案®,月供可低至3985元® 或选7年超低息方案®,月供可低至2947元® ...

Core Viewpoint - Tesla is implementing various financing options and price adjustments to stimulate sales amid declining vehicle deliveries and increased competition from Chinese manufacturers. Group 1: Financing Options - Tesla has introduced a low-interest financing plan for the Model 3/Y/Y L, with down payments starting at 79,900 yuan and monthly payments as low as 1,918 yuan for Model 3/Y, and 99,900 yuan with monthly payments starting at 2,947 yuan for Model Y L [1] - The Model Y L also features a new 5-year 0% interest plan, with a down payment of 99,900 yuan and monthly payments starting at 3,985 yuan [1] Group 2: Price Adjustments - Recently, Tesla adjusted prices in other markets, including a reduction in South Korea where the price of the Model 3 and Model Y was lowered by up to 9.4 million won (approximately 6,490 USD) [3] - The high-performance all-wheel-drive version of Model 3 is now priced at 59.99 million won, down from 69.39 million won, while two Model Y variants saw a price drop of about 3 million won [3] Group 3: Sales Performance - Tesla is facing pressure from declining sales, with Q4 2025 production exceeding 434,000 vehicles, a year-on-year decrease of 5.5%, and deliveries over 418,000 vehicles, down approximately 16% year-on-year [5] - For the entire year of 2025, Tesla's global vehicle deliveries totaled 1.636 million, a decline of about 8.6%, marking the second consecutive year of falling delivery numbers [5] - Notably, Tesla's annual electric vehicle sales were surpassed by Chinese manufacturer BYD for the first time, with BYD reporting a total of 4,602,436 vehicles sold in 2025, a year-on-year increase of 7.73% [5] Group 4: Production and Growth in Other Segments - On December 30, 2025, Tesla announced the production of its 9 millionth electric vehicle at its Shanghai Gigafactory, which delivered over 97,100 units in December 2025, an 11% month-on-month increase [6] - The Shanghai factory accounted for 52% of Tesla's global deliveries, with approximately 851,000 units delivered in 2025 [6] - Despite the decline in vehicle sales, Tesla's energy storage business saw significant growth, with a total installation of 46.7 GWh in 2025, a year-on-year increase of 48.7% [6]

Core Viewpoint - The collaboration between Lucid, Uber, and Nuro aims to launch a production-level autonomous taxi, Robotaxi, based on the Lucid Gravity SUV, with commercial operations expected to start in late 2026 [1][2][3]. Group 1: Product and Technology - The Robotaxi is built on the Lucid Gravity all-electric SUV platform and features a new generation sensor array, including high-resolution cameras, solid-state LiDAR sensors, and radar, providing 360-degree perception capabilities [1][3]. - The vehicle utilizes the NVIDIA Drive AGX Thor computing platform for real-time AI processing and advanced autonomous driving support, accommodating up to six passengers with interactive screens for personalized settings [1][3]. Group 2: Market Deployment and Financial Aspects - The three companies plan to deploy over 20,000 Lucid vehicles equipped with Nuro Driver Level 4 autonomous driving systems over the next six years, covering multiple global markets [1][2][3]. - Uber plans to invest hundreds of millions of dollars into Nuro and Lucid as part of this collaboration, which is significant for Lucid as it seeks cash flow support [2][4].

不过，更值得关注的可能是交付消息。自2020年首次在CES上发布Vision-S概念车以来，索尼与本田的 合资企业已成为该展会的常客。此后，两家公司逐步推进量产进程，但始终未开放试驾体验，仅能让公 众体验其高性能车载娱乐系统。SHM在本月初表示，Afeela1已在本田位于俄亥俄州的东利伯蒂汽车工 厂开始试生产。 在正式交付前，该公司表示将分阶段为早期预订者提供试驾体验。除加州外，2027年销售范围将扩展至 亚利桑那州。水野泰秀表示，预计将于2027年初开始向日本客户交付首批车辆。 一旦上市，Afeela将进入一个竞争激烈的豪华电动车市场，售价超过9万美元的车型需求已显著降温， 这主要源于市场饱和以及来自特斯拉、奔驰、奥迪和宝马等品牌的激烈竞争。目前，多数汽车制造商正 将重心转向开发更亲民的电动车型，以应对中国汽车制造商日益增长的市场影响力。(作者/箫雨) Afeela1与SUV原型车 凤凰网科技讯北京时间1月6日，据科技网站TheVerge报道，索尼与本田的合资公司索尼本田移动出行 (SHM)周一在CES上宣布，将于2026年底开始在美国向客户交付价值9万美元的Afeela1电动汽车。 与此同时，SHM还在C ...

在全球经济面临诸多不确定性的背景下，国际主流媒体以及包括国际货币基金组织在内的国际机构对 2026年中国经济前景持积极预期，认为其增长韧性与转型动力将为世界注入宝贵的确定性。 经济增长预期积极 2026年中国经济的增长动力将从何而来？外媒的观察指向两个关键领域：内需市场的纵深发展和新质生 产力的蓬勃兴起。 欧洲《现代外交》杂志网站预测，随着中国促进形成更多由内需主导的经济发展模式，2026年中国经济 将在高科技、智能制造、绿色能源和服务消费等领域实现显著增长。 彭博社分析，在全球经济放缓的背景下，内需驱动将成为中国主要的增长引擎。 与此同时，中国的"新质生产力"成为国际观察家理解中国经济增长新动能的关键。英国天空新闻台阿拉 伯语频道认为，中国经济成就源于长期的产业规划和对高附加值产业的持续投入。 如果说政策与内需是经济的稳定器，那么创新则被外媒视为2026年中国经济最活跃的加速器。 英国《经济学人》在一篇探究中国迈向创新强国原因的文章中，特别关注了中国在自动驾驶和创新药两 个前沿领域的加速推进。文章认为，中国技术实力的增长，主要得益于产学研的深度融合以及国家顶层 设计的创新体系支持。 美国《纽约时报》则注意到 ...