1月份， 特斯拉 在欧盟、英国和欧洲自由贸易联盟（EFTA）的市场份额降至0.8%，而 比亚迪 为 1.9%；特斯拉纯电动汽车（BEV）市场份额为4.3%。 ...

促进两业协同发展，地方要充分认识到自身优势与禀赋，以战略眼光做好前瞻布局。从大会发言中可以 看出，广东各地市乃至区县真可谓各显其能、各展所长，从而形成万马奔腾的可喜局面。 深圳将坚持产业科技互促双强，加紧培育壮大新动能，全社会研发投入强度跃居全国城市首位，加快推 动新兴产业发展壮大、未来产业成形成势、传统产业优化升级，特别是把人工智能和机器人作为高技 术、高成长、大体量的产业新支柱，推动数智融合、软硬协同、机电一体化发展。 2025年，顺德GDP创4469亿元新高，规上工业总产值达1.06万亿元，百强企业营收额增长26%，服务业 占GDP比重提升至42.6%。作为全省制造大区，顺德将坚持两业协同，构建更有竞争力的现代化产业体 系。支持企业发展研发设计等服务型制造，以广东工业设计城为核心，搭建"1+3+N"全球设计创新合作 平台，创建世界绿色设计之都。 韶关将举全市之力打造"算力之城"，推动腾讯、阿里、万国等一批重大项目全速建设，在现有起步区基 础上再扩区，年底建成30万标准机架承载能力，用3-5年时间，推动大数据及关联产业规模达1000亿 元。韶关还将全力推动传统产业老树发新枝，组织超100家传统产业企业往高 ...

2025年，中国汽车产业在连续17年产销量稳居全球第一的基础上，再次交出了一份充满变革与挑战的答卷。行业在"电动化、智 能化"的百年浪潮中加速演进，新能源渗透率逼近50%关口，汽车出口从爆发式增长步入增速换挡期，智能驾驶技术正式叩开L3 级市场大门。 站在2026年的新起点，中国汽车产业加速从"量变"到"质变"的关键转折。新能源汽车渗透率突破50%，标志着市场主导权的切 换；L3级自动驾驶商业化破冰与Robotaxi规模化竞争开启，驱动智能出行进入新阶段；固态电池、国产芯片、人形机器人等前 沿领域，则成为技术竞争与产业延伸的核心战场。与此同时，传统豪华品牌与合资阵营面临深度重构，在电动化与智能化浪潮 中寻求本土化反攻。然而，机遇之下暗藏挑战：全球市场波动导致出口增速放缓，供应链不确定性使"缺芯"风险再度浮现，成 本与技术的平衡成为企业穿越周期的重要命题。 1、2026年预测销售新车3475万辆 2025年我国销售新车3440万辆，同比增长9.4%，产销量连续17年稳居全球第一。其中，国内销量为2730.2万辆，与2017年基本 持平，存量竞争越发激烈。根据中汽协预测，2026年中国汽车销量预计为3475万辆， ...

Core Insights - The CEO of XPeng Motors, He Xiaopeng, emphasized the theme "Steady Progress and Breaking Through, Together Entering the New Decade of Physical AI in 2026" in a letter to employees, highlighting the company's achievements in 2025 and setting ambitious goals for 2026 [1][14][17] 2025 Achievements - XPeng delivered 429,445 vehicles in 2025, marking a 126% year-on-year increase and setting a historical record [1][14][17] - The strategic partnership with Volkswagen was deepened, enhancing technology experiences for more users [1][14][17] - The Turing AI chip was integrated into vehicles, and several new products were launched, including the "dual-energy" vehicle [1][14][17] 2026 Goals - The company aims to seize the "DeepSeek" moment for autonomous driving in China, with the second-generation VLA set to be launched in the current quarter, and Volkswagen as the first customer for this model [1][14][15] - XPeng plans to introduce multiple new models to cover various core market segments [2][15][21] - The company targets mass production of three frontier AI businesses—robots, flying cars, and Robotaxi—within the same year [2][15][22] - The Robotaxi service will begin pilot operations this year, while the new generation IRON robot is expected to start mass production by the end of 2026 [2][15][22] Global Expansion - XPeng aims to double its overseas sales by 2026 and sell 1 million units overseas by 2030, contributing over 70% of profits [2][15][23] - The company plans to expand its global employee base by 8,000, with 5,000 positions targeted for campus talent [2][15][10] Product Strategy - 2026 is designated as a "Product Year," with plans to launch at least four new models in overseas markets, including the XPeng P7+ [2][15][21] - The company intends to leverage a product matrix to capture every core market segment, focusing on both product and market strategies [2][15][21] Technological Advancements - The second-generation VLA is positioned as a significant step towards L4 autonomous driving, with improvements in operational fluidity and predictive capabilities [4][18][20] - XPeng has merged its autonomous driving and intelligent cockpit centers to form a "General Intelligence Center," enhancing the integration of driving decisions and human-vehicle interaction [4][18][19] Quality and Efficiency - The company is committed to enhancing quality across all aspects, including design, craftsmanship, technology, and user service [10][24] - XPeng aims to build a robust global supply chain and production capability to support its international expansion [10][24]

Core Viewpoint - Hyundai Motor warns that tariff pressure from the U.S. may intensify despite a recent Supreme Court ruling, urging South Korea to pass a $350 billion U.S. investment package to mitigate potential impacts [1][1]. Group 1: Tariff Impact - Hyundai and Kia have already incurred a combined financial hit of approximately $4.98 billion (7.2 trillion won) from U.S. tariffs last year [1][1]. - The company president cautioned that if tariffs are raised back to 25%, the financial impact could increase significantly this year [1][1]. - The Trump administration has threatened to escalate tariffs on sectors including autos, which could weaken the competitiveness of Korean companies [1][1]. Group 2: Legislative Urgency - Hyundai is urging the South Korean government to swiftly pass legislation related to the $350 billion U.S. investment package, which is part of a trade deal aimed at reducing tariffs from 25% to 15% [1][1]. - The South Korean government has committed to adhering to the trade deal reached last year, despite the ongoing tariff threats from the U.S. [1][1]. Group 3: Industry Challenges - The auto industry is facing a "major crisis" due to the existing U.S. tariffs, with ongoing transitions to electric vehicles and increased competition in autonomous driving [1][1]. - There are concerns that sector-specific tariffs, particularly in steel and autos, are likely to remain in place, further complicating the industry's recovery [1][1].

Amnish Aggarwal from Prabhudas Lilladher, noted the volatility in trade relations with the US. “The situation of your trade parameters with the US remains very volatile. Now, we have got some interim arrangement, but as we have seen over the last one year, nothing can be said with certainty because this is not only the India problem, this is a bit of a geopolitical problem as far as your tariffs are concerned. At this point, I would be very cautious on how the deal with the US will pan out. Something like, ...

Key TakeawaysChina imposes strict export bans on 20 Japanese entities, including major industrial players, to curb what Beijing describes as Japan's "remilitarization."The White House is pressuring technology companies to pledge that massive AI data center expansions will not drive up electricity prices for American consumers.TD Cowen doubled its price target for Ultra Clean Holdings (UCTT) to $70, signaling high confidence in a 2026 semiconductor "super-cycle."Panama has seized two strategic ports previous ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv US retail investors fuel surge in leveraged ETF trading, study shows February 24, 20265:07 AM UTCUpdated ago By Suzanne McGee The data shows that the proliferation of these exchange-traded vehicles, which allow investors to speculate on short-term moves in an underlying stock, has been almost entirely driven by their allure for these retail investors. The study also found that last year tradin ...

野村将现代汽车目标价从570,000韩元上调至650,000韩元，将起亚汽车目标价从220,000韩元上调至 240,000韩元。分析师表示，两家公司将受益于其机器人技术关联公司Boston Dynamics及其从2028年开 始在制造工厂部署人形机器人的计划，但起亚较低的估值可能使其股价有更大的上涨空间。 ...

Key TakeawaysStandard Chartered (STAN) missed Q4 2025 profit estimates, reporting a pretax profit of $814 million against the $1.1 billion expected by analysts.China escalated geopolitical tensions by imposing export controls on 40 Japanese entities, including subsidiaries of Mitsubishi Corp (MSBHF) and Subaru (FUJHY), citing military ties.The U.S. Dollar Index (DXY) strengthened to 97.889, while Bitcoin (BTC) fell below the $63,000 threshold amid shifting risk sentiment.Japan’s Finance Minister Satsuki Kat ...