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从“卖全球”到“链全球”:谁将赢得下一个十年?
Xin Lang Cai Jing· 2026-01-09 01:21
回顾历程,中国卡车出海大致走过了三个阶段: 1.0 产品输出时代(过去):以性价比为武器,通过贸易形式将整车卖向发展中国家,核心是"买卖关系"。 2026年,"出海"。已然演变为决定企业排位赛的"主战场"。通过对主流车企战略的梳理,我们清晰地看到,一场从"产品贸易"到"生态布局"、从"中国制 造"到"全球运营"的深度嬗变正在发生。 中国卡车的出海,正式迈入了以"全价值链本地化"为核心的 3.0时代。 一、从"出海1.0"到"出海3.0"的路径演进 2.0 市场深耕时代(进行中):在重点市场建立经销网络,提供售后配件,开始关注品牌认知,但核心资产与决策仍高度集中在国内。 3.0 链式扎根时代(2026关键节点):这正是我们在2026年各车企战略中看到的共同指向——将研发、制造、供应链、金融、服务等全价值链环节,有选 择地植入目标市场,与当地经济深度绑定,实现"在地化生存与发展"。 二、2026多元战略路径并存 各企业出海战略一览 | 企业 | 核心出海目标 | 关键战略举措 | 战略特点解读 | | --- | --- | --- | --- | | 中国重汽 | 2026 年预计出 | | | | | 口重卡 ...
福特全球技术公司取得管状控制台以及用于其的系统专利
Jin Rong Jie· 2026-01-09 01:16
国家知识产权局信息显示,福特全球技术公司取得一项名为"管状控制台以及用于其的系统"的专利,授 权公告号CN109927647B,申请日期为2018年12月。 作者:情报员 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。 本文源自:市场资讯 ...
悦达起亚:逆流而上的慢功夫
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-09 01:11
Core Insights - The article highlights the unique performance of Yueda Kia in the competitive Chinese automotive market, emphasizing its steady growth without engaging in aggressive price wars or disruptive marketing strategies [1][9] Group 1: Sales Performance - Yueda Kia achieved a cumulative sales volume of approximately 254,000 units in 2025, marking a year-on-year increase of 2.3% and demonstrating positive sales growth for two consecutive years [1] - The company recorded over 313.5 million global sales, setting a new historical high [1] Group 2: Product Strategy - Yueda Kia is implementing a dual strategy of "oil and electricity," maintaining a strong presence in the fuel vehicle market while actively participating in the electric vehicle (EV) trend to meet diverse consumer needs [2] - The EV5 model, designed for global markets, features a 720 km range and focuses on family user needs, showcasing the company's commitment to local market insights [2] - The new fuel vehicle, the "New Sportage," aims to solidify its position in the joint venture SUV market, incorporating advanced technology and appealing design tailored to Chinese consumer preferences [3] Group 3: Manufacturing and Quality - In 2025, Yueda Kia invested 180 million yuan in upgrading its Yancheng factory to enhance smart manufacturing capabilities, ensuring consistent global quality standards [4] - The company's product lineup, including the EV5 and New Sportage, reflects a strategic approach to meet both domestic and international market demands [4] Group 4: Dealer Network and Service - Over 60% of Yueda Kia's dealers achieved profitability in 2025, with a healthy inventory index of approximately 1.2, significantly better than the industry average [5] - The company has integrated a user-centered philosophy into its service processes, enhancing service efficiency and customer satisfaction, as evidenced by high rankings in customer satisfaction studies [5] Group 5: Export and Global Reach - Since its export initiative began in November 2018, Yueda Kia has exported over 537,000 vehicles, generating an export value of 5.83 billion USD, with a presence in 89 countries and regions [7][8] - The successful export of various models, including the EV5 and New Sportage, demonstrates the company's global competitiveness and product quality [8] Group 6: Brand Positioning and Social Responsibility - Yueda Kia's brand transformation emphasizes emotional connection and user experience, moving from a traditional manufacturer to a companion for consumers [9][10] - The company has engaged in various social responsibility initiatives, including partnerships for safety training and community support, reinforcing its commitment to societal values [10][11] - The brand's new slogan, "Kia, Driven by Heart," encapsulates its focus on emotional resonance and user companionship [9][11]
岚图追光L:对比最多的是享界S9,后轮转向是下定利器
车fans· 2026-01-09 00:58
Group 1 - The core viewpoint of the article is to introduce the new member of the Lantu family, the Zhaiguang L, and discuss its market performance since launch [1] - The sales volume of the Zhaiguang L has improved significantly, but there has been a noticeable drop in customer visits in January compared to previous months, attributed to road construction in front of the dealership [2] - The most popular configuration sold is the black exterior with red interior, accounting for about half of the sales [2] Group 2 - The primary customers interested in the Zhaiguang L are individual business owners and corporate executives who value brand reputation and actual driving experience [4] - The Zhaiguang L is often compared with models like the Xiangjie S9 and Audi A6L, with the Xiangjie S9 being the most frequently mentioned competitor [8] - Customers are drawn to the Zhaiguang L for its quality and chassis performance, with features like rear-wheel steering being a significant selling point [14] Group 3 - The current purchasing options include a lifetime warranty on the battery and a tax reduction of ¥15,000 on the invoice price, with financing options available [16] - The total cost for financing the Zhaiguang L is approximately ¥151,171 after down payment, with a monthly payment of ¥3,679 [17] - For full payment, the total cost is around ¥283,621, including taxes and insurance [17] Group 4 - Customers have expressed dissatisfaction with the limited color options for the interior, particularly missing the previously available Hermes orange interior [18] - The maintenance cost for the vehicle is approximately ¥600 for services required every 10,000 kilometers or annually, covering oil changes and related items [20]
通用汽车宣布因电动汽车投资缩减而计提60亿美元费用
Zheng Quan Shi Bao Wang· 2026-01-09 00:37
通用汽车曾是全球汽车制造商中对电动汽车投入最大的公司之一,一度誓言到2035年基本淘汰内燃机汽 车。 分析师已大幅下调未来十年美国电动汽车市场的销售预测,通用汽车首席执行官玛丽.巴拉表示公司将 根据客户需求作出回应。 通用汽车宣布因电动汽车投资缩减而计提60亿美元费用,其中42亿美元是现金支出,主要用于支付与供 应商因取消合同和和解金相关的款项。 通用汽车表示,此次减记不会影响其在美国市场上现有的约十余款电动汽车车型。该费用将作为第四季 度财报中的特殊项目入账,并预计2026年还会产生额外费用,但金额将少于2025年。 竞争对手福特汽车在去年12月宣布了类似的、但规模更大的195亿美元减记,并取消了多项电动汽车计 划。 ...
汽车早报|小鹏开年发布四款新车 吉利汽车获L3级自动驾驶道路测试牌照
Xin Lang Cai Jing· 2026-01-09 00:37
Industry Regulation and Market Dynamics - The Ministry of Industry and Information Technology, along with other departments, held a meeting to regulate the competition order in the power and energy storage battery industry, highlighting rapid development and competitive advantages but also irrational behaviors like blind construction and price competition that need to be addressed [1] - The Secretary-General of the Passenger Car Association stated that by 2025, promotions and price reductions in the passenger car industry will return to rationality, with a notable improvement in market order, as the number of price reductions for various vehicle types has decreased compared to the previous year [1] Automotive Innovations and Developments - XPeng Motors launched four new models, including the new XPeng G6 and G9 electric versions, and plans to scale production of humanoid robots and flying cars this year [2] - Geely Auto received an L3 autonomous driving road test license for its Zeekr 9X model, covering an area of 9,224 square kilometers in Hangzhou, including over 1,500 kilometers of dual-direction expressways [3] - BYD introduced new models of the Qin L DM-i, with a starting price of 116,800 yuan and a pure electric range of 210 kilometers, along with a limited-time tax exemption for new energy vehicle purchases [4] Strategic Partnerships and Financial Support - The Taizhou Municipal Government signed a strategic cooperation framework agreement with Geely Holding Group to enhance investment and industrial layout, aiming to establish Taizhou as a high-end new energy vehicle manufacturing base [5] - XPeng Motors secured a 10 billion yuan financing support commitment from the Industrial and Commercial Bank of China, Guangdong Branch, for the next five years [6] Sales Performance and Market Trends - Jianghuai Automobile reported a total sales volume of 384,100 vehicles for 2025, reflecting a year-on-year decline of 4.72%, while December sales showed a significant increase of 42.24% [7] - Tesla announced the production of its 5 millionth electric drive system at its Shanghai Gigafactory, marking a significant milestone in its manufacturing capabilities [8]
CES 2026,中国车来定义“AI+出行”丨品牌新事
吴晓波频道· 2026-01-09 00:30
Core Viewpoint - The article emphasizes that artificial intelligence (AI) is fundamentally reshaping the automotive industry, with Chinese automakers leading this transformation at the 2026 CES [4]. Group 1: AI's Impact on the Automotive Industry - AI is expected to influence the purchasing decisions of 40 to 50 million vehicles globally by 2030, with automakers that successfully implement AI at scale potentially increasing their sales by 20% [4]. - The transition from traditional automotive functions to AI-driven capabilities is likened to the shift from feature phones to smartphones, highlighting the need for vehicles to understand user states rather than just execute commands [9][10]. - Current AI applications in vehicles are often fragmented, lacking integration across systems like driving, cabin, and chassis, which leads to a disjointed user experience [11][12]. Group 2: Challenges in AI Integration - The automotive industry faces significant technical challenges, including the need for a cohesive ecosystem that integrates chips, software, cloud services, and mapping data [15]. - AI's evolution requires vast amounts of driving data and must be built on a foundation of safety [16]. - The gap between experimental AI technologies and their real-world application remains a major hurdle, compounded by the long development cycles of vehicles compared to the rapid pace of AI advancements [17]. Group 3: Geely's AI Strategy - Geely has made significant strides in AI integration, achieving a sales volume of 3.025 million vehicles in 2025, a 39% increase year-on-year, with 1.688 million being new energy vehicles, marking a 90% growth [21]. - The company introduced its "Full-Field AI 2.0" technology at CES 2026, which enhances the integration of AI across various vehicle domains, allowing for continuous evolution and improved decision-making capabilities [22][26]. - Geely's approach combines extensive R&D investment, a comprehensive AI ecosystem, and a large dataset from over 8.5 million assisted driving vehicles, which supports ongoing optimization of its AI systems [31]. Group 4: Competitive Landscape - The article notes that different global automakers are pursuing varied technological paths, with Chinese companies like Geely adopting a systematic approach that leverages a complete supply chain for rapid AI integration [35]. - The unique "Chinese speed" allows for quick iterations of AI algorithms and vehicle products, creating a feedback loop that enhances innovation and market responsiveness [35]. - As competition in the automotive industry shifts from isolated technological advancements to a comprehensive ecosystem approach, the advantages of Chinese automakers become increasingly apparent [36].
商务部回应审查Meta收购Manus;特朗普再次就骚乱事件对伊朗发出威胁;委内瑞拉成立高级别委员会推动马杜罗夫妇获释|早报
Di Yi Cai Jing· 2026-01-09 00:22
Group 1 - The Ministry of Commerce of China supports enterprises in conducting cross-border operations and international technology cooperation in accordance with laws and regulations [1] - The Ministry will assess the consistency of Meta's acquisition of Manus with relevant laws and regulations regarding export control and foreign investment [1] Group 2 - The U.S. President Trump has threatened Iran with severe consequences if there are further deaths related to the ongoing unrest [2] - The Venezuelan National Assembly announced the formation of a high-level committee to push for the release of President Maduro and his wife [3] Group 3 - The Ministry of Commerce of China reaffirmed its commitment to deepen economic and trade relations with Venezuela, despite external pressures [4] - The Ministry supports the integration of Hong Kong and Hainan for coordinated development within the national strategy [5] Group 4 - Multiple departments in China reiterated the need to regulate the competition order in the power and energy storage battery industry to avoid irrational competition [6] - The Ministry of Education plans to launch a new round of "Double First Class" university construction in 2026, focusing on optimizing higher education structure [7] Group 5 - Guangzhou's government has issued a plan to accelerate the development of five strategic leading industries, including artificial intelligence and new energy [8] - Jiangxi Province is promoting the "Ying Shan Hong Action" to support technology companies in planning for public listings by 2027 [9] Group 6 - Chongqing has opened applications for the remaining budget of the 2025 automobile replacement subsidy, amounting to 59.6 million yuan [10] - Guizhou Province is implementing policies to support the development of county economies and enhance industrial quality [11] Group 7 - The film "Zootopia 2" has extended its release until February 25, 2026, with a cumulative box office exceeding 4.261 billion yuan [12] Group 8 - The United Nations has warned that the U.S. may lose its voting rights in the General Assembly if it continues to delay payment of dues [13] - The U.S. Vice President stated that Venezuela can only sell its oil if it aligns with U.S. interests [14] Group 9 - The Venezuelan Foreign Minister reiterated the commitment to deepen economic cooperation with China, emphasizing the legal framework supporting bilateral relations [15] - The Venezuelan government is advancing a legislative agenda focused on economic development and sovereignty protection [16] Group 10 - Ukraine's President announced that a bilateral security assurance document with the U.S. is ready for finalization [17] - Iran's Foreign Minister stated that Iran is prepared to respond to any situation while emphasizing a desire for negotiations based on mutual respect [18] Group 11 - The Fukushima nuclear power plant issued an alarm due to a malfunction in the cooling system for contaminated water [19] Group 12 - Alibaba is increasing investment in Taobao Flash Sales to achieve market leadership by 2026 [20] - BYD has launched new car models with limited-time tax incentives, with prices starting at 92,800 yuan after subsidies [21] Group 13 - The U.S. stock market showed mixed results, with the Dow Jones rising while the Nasdaq fell, influenced by declines in AI and tech stocks [22] - Institutions were active in the market, with significant net purchases and sales of various stocks [23][24]
小鹏2026第一卷:连发4款车,增程续航破纪录,Robotaxi和机器人今年量产
3 6 Ke· 2026-01-09 00:19
开年第一周就玩这么大的。 刚刚,小鹏汽车一口气发了四款新车,包括小鹏P7+纯电版、超级增程版,小鹏G7纯电版、超级增程版,以及2026款小鹏G6和G9的纯电版。 因为P7+和G7的超级增程版都是全新产品,相当于小鹏连发了6款新产品。 车型太多,价格直接看下面这张图: 作为小鹏汽车2026年的第一场发布会,除了讲新车,何小鹏还剧透了接下来的规划,两大关键词:物理AI和全球化。 全球化不难理解,小鹏汽车也要出海了,更关键的是接下来,2026年小鹏汽车将迎来物理AI的落地和规模化量产,正式开始从"技术探索"向实践应用的跨 越。 比如,2026年第一季度第二代VLA就要上车,Robotaxi也开启运营,机器人和飞行汽车也要在2026年实现规模量产。 2026年,小鹏汽车会很忙。 左手二代VLA,右手VLM 发布会前半场,何小鹏把重点放在了技术上。 首先是第二代VLA,按照何小鹏的说法,第二代VLA会像人类一样真正理解物理世界,是实现全场景L4自动驾驶的最优解,或者说是面对物理世界无限 复杂性的最优解。 在其看来,在端到端小模型的加持下,也许能开好80%的道路,但剩下20%的场景将使其永远无法实现真正的自动驾驶。 而第 ...
毛戈平股东或套现14亿港元,用于改善个人生活和投资;万科:因到龄退休,郁亮辞职;宜家中国回应关店丨邦早报
创业邦· 2026-01-09 00:08
Group 1 - The core viewpoint of the article highlights significant developments in various companies and industries, including IPOs, leadership changes, and market strategies [2][4][15] Group 2 - Zhiyuan AI went public on January 8, 2026, with a goal to become a leading global model enterprise by 2026, as stated by its founder and chief scientist, Tang Jie [2] - Vanke A announced the resignation of Yu Liang due to retirement, effective January 8, 2026, marking a significant leadership change in the company [4] - The founder's family of Maogeping plans to reduce their stake by 3.51%, amounting to approximately 1.41 billion HKD, to improve personal finances and invest in the beauty industry [4][7] Group 3 - Xiaomi's Lei Jun announced a significant investment in R&D, committing 200 billion CNY over the next five years to enhance core technologies, including AI and chips [7] - Multiple car manufacturers are launching promotional activities to counter the impact of new electric vehicle purchase taxes, with Tesla and GAC Group leading the charge [8] - Alphabet Inc. has surpassed Apple in market capitalization, becoming the second-largest company globally, reflecting its strong position in the AI sector [8] Group 4 - JD.com established the "Chameleon Business Unit" to accelerate the commercialization of AI technologies, with new AI products set to launch soon [13] - Alibaba Cloud introduced a multimodal interaction development kit aimed at AI hardware, integrating various foundational models for diverse applications [20] - Ford plans to launch an L3 level driving assistance system by 2028, initially in a new affordable electric pickup truck [21]