Group 1 - The core message is that the AITO M8 has achieved significant sales, with over 150,000 units delivered within 8 months of its launch, positioning it as a benchmark for 400,000 units in sales for the year 2025 [1][3]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 浙江吉利控股集团有限公司，成立于2003年，位于杭州市，是一家以从事汽车制造业为主的企业。企业 注册资本103000万人民币。通过天眼查大数据分析，浙江吉利控股集团有限公司共对外投资了38家企 业，参与招投标项目523次，财产线索方面有商标信息5000条，专利信息5000条，此外企业还拥有行政 许可275个。 国家知识产权局信息显示，浙江极氪智能科技有限公司、浙江吉利控股集团有限公司取得一项名为"制 动踏板系统及车辆"的专利，授权公告号CN116620228B，申请日期为2023年6月。 天眼查资料显示，浙江极氪智能科技有限公司，成立于2021年，位于宁波市，是一家以从事研究和试验 发展为主的企业。企业注册资本1300000万人民币。通过天眼查大数据分析，浙江极氪智能科技有限公 司共对外投资了10家企业，参与招投标项目195次，专利信息5000条，此外企业还拥有行政许可4个。 ...

汽车/商用车 中通客车（000957.SZ） 客车行业老牌玩家，出口助力业绩迈向新台阶 2026 年 01 月 09 日 投资评级：买入（首次） | 日期 | 2026/1/8 | | --- | --- | | 当前股价(元) | 11.46 | | 一年最高最低(元) | 12.98/8.89 | | 总市值(亿元) | 67.95 | | 流通市值(亿元) | 67.95 | | 总股本(亿股) | 5.93 | | 流通股本(亿股) | 5.93 | | 近 3 个月换手率(%) | 226.21 | 股价走势图 数据来源：聚源 -20% -10% 0% 10% 20% 30% 2025-01 2025-05 2025-09 2026-01 中通客车 沪深300 ——公司首次覆盖报告 | 邓健全（分析师） 赵悦媛（分析师） | 徐剑峰（分析师） | | --- | --- | | dengjianquan@kysec.cn zhaoyueyuan@kysec.cn | xujianfeng@kysec.cn | | 证书编号：S0790525090003 证书编号：S0790525100003 | 证 ...

（文章来源：第一财经） 长安汽车在欧洲市场全面启用阿里云德国法兰克福站点服务，实现众多核心系统云化部署。综合用云成 本较传统方案降低40%，运维效率提升30%，为后续拓展新欧洲市场提供了可复用的数字化模板。今 日，记者在2026年新加坡国际车展获悉，阿里云已在汽车行业实现"双百"突破：中国车企不仅在国内市 场全部选择了阿里云，在出海业务中，也100%使用了阿里云。 ...

近日，全新上汽奥迪A5L Sportback旗舰车型（200kW）已全面开启交付。 本次交付的上汽奥迪A5L Sportback旗舰车型共推出两款配置，其中"旗舰型"限时臻享价34.59万元，"旗舰智曜型"限时臻享价38.29万元。 作为上汽奥迪在燃油车领域持续深化智能升级的战略车型，A5L Sportback凭借卓越的综合产品力，迅速确立其在市场中的独特地位。 性能操控方面，A5L Sportback传承奥迪赛道基因，旗舰车型搭载第五代EA888 2.0T发动机，可输出高达200kW的最大功率与400N·m的峰值扭矩，配合 全球首发的MHEV plus超级轻混系统，强化加速表现与燃油经济性的同时，更支持车辆在25km/h以下实现纯电行驶。其搭载的quattro智能四驱系统可实时精 准分配前后轴驱动力，确保全路况下的优异抓地力与行驶稳定性。此外，奥迪赛道级S-Sport运动悬架、采埃孚新一代CDC减振器及渐进式转向系统精密协 同，大幅提升行驶质感与操控极限，带来更智能、精准、从容的转向体验，进一步强化车辆的动态响应。 作为首款搭载华为乾崑技术的燃油车，A5L Sportback基于PPC豪华燃油车平台与全新E ...

日本2025年进口车销量（不含日本厂商）同比增长7%，达24万3129辆。其中EV的销量增长 26%，达到30513辆，创历史最高。比亚迪在日销量增长62%…… 日本汽车进口商协会（JAIA）1月8日公布的数据显示，2025年进口车销量（不含日本厂商车）同比增 长7%，达24万3129辆。这是两年来首次转为正增长。其中纯电动汽车（EV）的销量增长26%，达到 30513辆，创历史最高纪录。美国特斯拉等纯电动汽车厂商的销量增加推高了整体水平。 日本的EV销量连续7年增长。2025年EV占整体销量的比例为13%，比上年提高2个百分点。美国特斯拉 未公布日本国内销量，但该公司占大部分的"其他"分类的销量增长88%，增至10693辆。这意味着特斯 拉在日销量首次超过1万辆，品牌排名从上年的第10位上升至第7位。 比亚迪（BYD）在日销量增长62%，增至3870辆。2025年4月上市的SUV"海狮7"持续热销，大幅推高销 量。2026年夏季比亚迪将在日本市场投放轻型纯电动汽车"Racco（海獭）"，力争进一步扩大市场份 额。 比亚迪"海狮7" 韩国现代汽车增长89%，增至1169辆。2025年4月推出的小型纯电动汽车" ...

格隆汇1月9日｜开源证券研报指出，江淮汽车2025年传统汽车销量小幅承压，尊界快速放量业绩增长可 期。公司2025年12月实现汽车销量3.73万辆，同比+42.2%；全年实现汽车销量38.41万辆，同比-4.7%， 主要受传统汽车板块销量下滑影响。鉴于公司传统业务业绩仍承压，下调公司2025年业绩预测，但考虑 到尊界品牌2026年销量有望迎较大突破，上调公司2026-2027年业绩预测，当前股价对应PS为2.1/1.4/0.8 倍。MPV后续上市销量有望迎大突破，35亿元定增注册获同意支撑尊界平台建设，看好尊界作为国内 超豪华汽车市场标杆的发展前景，维持"买入"评级。 ...

Group 1 - Sichuan has set a maximum price of 6,583 yuan per session for brain-computer interface medical services, effective from April 30 this year, which is expected to promote industry standardization and prevent speculation [2] - WeChat has clarified that normal social behaviors will not be restricted under the new rules, ensuring users' accounts will not be penalized for typical usage patterns [3] - Aima Technology has denied rumors of a workforce reduction exceeding 50%, stating that personnel optimization is a normal adjustment for business development [4] Group 2 - Ant Group and Meituan Longzhu have invested in Shenzhen Guangzhi Shikong Technology Co., a developer of AI interactive devices, increasing its registered capital from approximately 1.6435 million yuan to about 2.1062 million yuan [5] - The film "The Legend of the Condor Heroes" has surpassed 200 million yuan in box office revenue within 9 days of its release [6][7] - IKEA announced the closure of 7 stores, including one in Shanghai, as part of its strategy to optimize business operations and focus on consumer-centric channels [8][13] Group 3 - Bawang Tea has responded to rumors of a potential IPO in Hong Kong, stating that there are currently no plans for such an initiative [9] - Lin Yunfeng, head of NetEase's DreamWorks division, has left the company, with the DreamWorks mobile game team being integrated into the Sea God division [10] - Chinese automotive brands are performing well in Ecuador, with BYD's sales expected to grow by 243.1% in 2025, and overall new car sales projected to increase by 15% [11] Group 4 - JD.com has established a "Chameleon Business Unit" to focus on the development and commercialization of core AI products [12] - JD.com is reportedly considering the issuance of dim sum bonds to raise approximately 10 billion yuan, although the company has stated there are no current plans for such an issuance [14]

Core Viewpoint - GAC Group is experiencing significant growth in sales and is actively transforming its operations and product offerings to adapt to the evolving automotive industry landscape [1][3][4]. Sales Performance - In December 2025, GAC Group's vehicle sales exceeded 187,400 units, representing a month-on-month increase of 4.3%. The total vehicle sales for the year reached 1.7215 million units, with terminal sales at 1.8135 million units [1]. - The total sales for the fourth quarter surpassed 537,800 units, marking a 25.56% increase compared to the third quarter, achieving positive growth for three consecutive quarters [1]. - GAC's overseas sales for its self-owned brands approached 130,000 units, reflecting a year-on-year growth of 47% [1]. Brand Performance - GAC Aion's December sales reached 42,000 units, with a month-on-month growth of 10%. GAC Trumpchi's annual sales of new energy vehicles surpassed 150,000 units [3]. - GAC Toyota's annual sales reached 756,000 units, a year-on-year increase of 2.4%. GAC Honda's December sales exceeded 50,000 units, with a month-on-month growth of 23.3% [3]. Organizational Transformation - GAC Group is implementing the "Panyu Action" integrated reform to enhance organizational efficiency and break traditional operational boundaries [4]. - The company has shifted to a user demand management approach, transforming its organizational structure to be more process-oriented and project-based [4]. - GAC has reduced the new vehicle development cycle to 18-21 months and lowered R&D costs by over 10%, improving overall business efficiency by approximately 50% [4]. Technological Advancements - GAC is focusing on core technologies and advanced applications, achieving breakthroughs in the fields of electrification and intelligent driving [8][10]. - The "Star Source Range Extender" technology was launched in 2025, achieving an oil-electric conversion rate of 3.73 kWh/L, and has been recognized as one of the world's top ten range extender systems [10]. - GAC's ADiGO GSD intelligent driving assistance system now covers 99.9% of road scenarios, and the new ADiGO intelligent cockpit has improved interaction response speed by three times [10]. International Expansion - GAC Group's "One GAC 2.0" strategy aims to accelerate global market, product, and capacity expansion, with plans to introduce five new models to overseas markets in 2025 [21][23]. - The company has established operations in 86 countries and regions, with over 630 outlets and five KD factories in Nigeria, Thailand, Malaysia, Indonesia, and Cambodia [25]. Ecosystem Development - GAC is actively building an industrial ecosystem and expanding strategic partnerships, including collaborations with Huawei and JD.com [27]. - The company has established the largest V2G microgrid in the country and has over 23,000 self-operated charging piles, enhancing its energy service capabilities [25][27].

1.【雷军回应小米千万技术大奖】雷军发文表示： 小米每年开年第一件大事：颁发千万技术大奖，奖 励给优秀的工程师和工程团队。2020年至今，已经颁奖6次，已经奖励了7500万元。 今年的千万技 术大奖，一共154个项目参与角逐，竞争非常激烈。底层核心技术获奖的非常多，包括芯片、手机、 汽车、AI、材料等等。最后，玄戒O1团队拿下最高奖项！祝贺芯片团队！ 过去5年，承诺研发投入 1000亿，实际大约1050亿。未来五年，我们计划2000亿研发投入。2000亿，不是一个小数目，但 一定要下大力气，把钱花在刀刃上，持续攻克芯片、OS、AI等底层核心技术，真正构建起小米"人车 家全生态"的护城河。我相信，随着研发一步一步推进，我们的研发成果、技术实力会逐步彰显。 这 次大会，我强调了三点： 一、技术为本，是小米永不更改的铁律； 二，工程师思维，是小米极为重 要的价值观； 三、我们要为优秀的工程师人才搭建最顶尖、最优质的平台，持续提升工程师的获得 感、幸福感。（北京商报） 2.【台积电3nm制程供不应求：调高报价 暂停新案启动】台积电先进制程维持高产能利用率，其中 3nm制程持续供不应求。芯片业内人士透露，台积电今年除调 ...