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关税越高越兴奋!一家中国车企,何以在美国高关税下实现利润翻番
Sou Hu Cai Jing· 2026-01-07 02:13
在全球新能源汽车市场竞争日趋白热化的2025年,中国品牌凭借技术创新与成本优势,拿下了全球68%的销量份额。 然而,面对美国市场陡然提升至102.5%的汽车整车关税,绝大多数中国车企望而却步。 但就在这样的逆境中,一家名为涛涛车业的中国企业却异军突起,不仅在美国市场狂销4万辆,更实现了年度利润近翻倍的增长。 其创始人曹马涛甚至对高关税政策表示"兴奋",背后究竟隐藏着怎样的商业逻辑与战略布局? 一、家族企业的传承与蜕变:从传统制造到新能源整车 涛涛车业的崛起并非一蹴而就,而是植根于浙江丽水一个商业家族数十年的积累与迭代。 曹氏家族的商业脉络始于上世纪70年代,由曹马涛的祖父曹桂成通过家禽贸易与炉具加工完成原始资本积累。 随后,父亲曹跃进在2004年创立涛涛集团,将业务延伸至安全门与汽摩配件领域。 尽管这些行业门槛不高、国内竞争激烈,但曹家较早地将目光投向海外,尤其以美国为主的北美市场,为日后整车出口埋下了伏笔。 2007年,年仅23岁的曹马涛远赴美国,担任家族企业当地子公司总经理。正是在这段经历中,他敏锐地捕捉到了一个细分市场机遇——美国社区中广泛使用 的新能源低速车。 这类车辆在美国多用于老年人代步、家庭短途 ...
持续提高消费“含绿量”
Jing Ji Wang· 2026-01-07 02:12
Core Viewpoint - The Ministry of Commerce and nine other departments have jointly issued a notice to implement green consumption initiatives, aiming to promote green and low-carbon practices across various sectors, thereby injecting green momentum into high-quality economic and social development [1] Group 1: Optimizing the Green Consumption Environment - Green consumption is a powerful measure to align with consumption upgrades and cultivate new growth points [2] - The market for green products, such as electric vehicles and smart home appliances, is steadily expanding, with a richer supply of green products and continuous innovation in consumption models [2] - The notice outlines 20 specific measures across seven areas to enhance green consumption throughout the entire supply chain [2] - There is a focus on increasing the supply of green agricultural products, promoting green home appliances, and enhancing energy and water efficiency standards [2] - The initiative encourages the development of green services, including green dining, accommodation, and household services, while promoting biodegradable materials [2] Group 2: Promoting Green Supply and Demand Transformation - The government is focusing on key areas of green consumption, using trade-in policies for old products to stimulate demand for high-efficiency green appliances and vehicles [4] - From 2024 to 2025, approximately 17.67 million scrapped vehicles are expected to be recycled, with an annual growth rate of 45.8% [4] - The initiative aims to standardize the use of reusable pallets, which could save 250 million single-use pallets and reduce carbon emissions by over 2 million tons [4] Group 3: Building a Strong Collaborative Effort - Promoting green consumption requires the participation of multiple stakeholders, including government, enterprises, and consumers [6] - The Ministry of Agriculture and Rural Affairs is working with the Ministry of Commerce to enhance the consumption of high-quality green agricultural products [6] - The Ministry of Ecology and Environment is focusing on transforming waste materials into valuable resources through initiatives like "waste-free cities" [7] - The State Administration for Market Regulation is advancing green consumption efforts by updating national standards and enhancing enforcement against violations in green product labeling and food waste [7]
湖南:制造业大省加速释放科创“磁吸力”
Xin Hua Wang· 2026-01-07 01:56
Core Insights - Hunan province is undergoing a significant innovation transformation, focusing on integrating technology with traditional industries to enhance productivity and competitiveness [1][5] Group 1: Innovation Platforms - Hunan has established five major landmark projects to create a high-level innovation ecosystem, aiming for coordinated development across various sectors [2] - The province has launched the Hunan Provincial Key Laboratory of Brain Cognition and Brain-Machine Intelligence, focusing on brain-machine interfaces and related technologies [2] - During the 14th Five-Year Plan, Hunan has built a multi-layered innovation platform cluster, including new national laboratories and technology innovation centers, with over 80 billion yuan invested in the "4+4" innovation projects [2] Group 2: Talent Acquisition - Hunan has attracted over 1,000 national-level talents and more than 6,000 provincial-level high-level scientific and technological talents, fostering a vibrant innovation environment [4] - The province plans to introduce 275 key technology talent needs at the "Xiangzhi Xingxiang" conference, with support policies of up to 100 million yuan to attract talent in advanced manufacturing and aerospace technology [4] Group 3: Industry Transformation - Hunan is implementing a "4×4" modern industrial system to deeply integrate technological and industrial innovation, enhancing traditional industries and fostering new ones [5] - SANY Heavy Industry has successfully transformed from traditional fuel vehicles to electric heavy trucks, achieving a 125% increase in domestic sales in 2025 [7] - The province's new energy vehicle production exceeded 1 million units, with significant growth in emerging industries such as intelligent driving and artificial intelligence [13] Group 4: Research and Development - Hunan has invested 37.16 billion yuan in key technology projects over five years, achieving breakthroughs in 194 core technologies and producing leading innovations [10] - The province's R&D intensity has increased to 2.62%, with technology contract transaction volume surpassing 500 billion yuan [12] Group 5: Systematic Support - Hunan has implemented a reform plan for project funding to reduce burdens on researchers, promoting innovation through institutional support [9] - The province supports the establishment of innovation consortia led by enterprises, with over 65% of key R&D projects undertaken by these enterprises [9]
三位外媒记者讲述在中国的所见所闻——亲身感受中国式现代化的生动实践
Ren Min Ri Bao· 2026-01-07 01:56
实现现代化是世界各国的普遍追求。从脱贫攻坚到绿色发展,从科技创新到发展新质生产力、挖掘经济 新增长点,中国在自身高质量发展的同时,为其他国家发展提供机遇。不少外国媒体记者来中国工作、 生活或参观访问,亲身感受中国式现代化的生动实践。近日,3名外媒记者接受本报记者采访,讲述他 们在华所见所闻所感。 西班牙记者费尔南多·莫拉莱斯—— "在这里,始终坚持一切为了人民、一切依靠人民" 在位于北京的中国共产党历史展览馆全景影院里,西班牙《全球世界》记者费尔南多·莫拉莱斯被沉浸 式展现长征场景的影片深深震撼。"我仿佛置身于这一伟大的历史进程中。"莫拉莱斯说,"中国从来没 有忘记自己从哪里来。在这里,始终坚持一切为了人民、一切依靠人民。" 过去一年,莫拉莱斯先后走访北京、杭州、重庆等城市。在北京,比亚迪体验店的一款新能源车不仅能 自动泊车、原地转向,还具备应急浮水功能;在杭州,科技园区里人工智能的最新成果从实验室走向日 常应用;在重庆,依山而建的洪崖洞在夜晚霓虹耀眼……莫拉莱斯说:"随便哪个场景发到社交媒体 上,都会成为引发热议的话题,但对于中国人来说却是生活的日常。" 莫拉莱斯认为,着眼长远的制度设计、高效的执行,让中国 ...
深化鸿蒙生态共建,广汽集团与华为终端签署全面合作协议
Xin Lang Cai Jing· 2026-01-07 01:34
Core Insights - Huawei and GAC Group signed a comprehensive cooperation framework agreement, marking a significant advancement for the HarmonyOS ecosystem in the automotive industry and indicating a breakthrough for the domestic operating system in the smart cockpit sector [1][15]. Group 1: Strategic Partnership - The agreement was witnessed by key executives from both companies, aiming to jointly innovate in areas such as HarmonyOS ecosystem development and AI technologies, leveraging their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [2][15]. - GAC Group will collaborate with Huawei to promote the deep integration of the HarmonyOS ecosystem in enterprise operations and user services, enhancing business growth and productivity [2][15]. - The partnership is seen as a milestone in the rapid growth of the HarmonyOS ecosystem, with over 36 million HarmonyOS devices and more than 350,000 applications available in the HarmonyOS app market [2][15]. Group 2: AI Empowerment in Smart Cockpits - HarmonyOS has demonstrated strong technical capabilities in the smart cockpit domain, with models like GAC A800 and GAC Trumpchi M8 featuring Huawei's advanced driving and HarmonyOS smart cockpit technologies [5][18]. - The collaboration will enhance the integration of the "Xiao Yi" intelligent assistant in smart cockpits, aiming to create a new generation of smart cockpits with improved perception and interaction capabilities [5][18]. Group 3: Globalization and Competitive Edge - The HMS for Car MAAN 4.0 smart vehicle solution will innovate through map services, AI voice, application ecosystems, and vehicle networking services, helping Chinese automakers enhance their global competitiveness in smart cockpits [8][21]. - The partnership will focus on developing tailored applications and services based on GAC's brand positioning and user needs, enriching the all-scenario smart travel experience under the HarmonyOS ecosystem and accelerating the overseas market layout [9][21]. Group 4: Future Outlook - The growth of the HarmonyOS ecosystem is attributed to the collaborative efforts of numerous developers and partners, with Huawei and GAC committed to further deepening their cooperation in the HarmonyOS and AI fields [13][24]. - HarmonyOS is positioned as a technological breakthrough and a foundation for China's digital future, with expectations for more heavyweight partners like GAC to join, enhancing the ecosystem's vibrancy in the era of interconnected devices [24].
打造“广州价格”体系 赋能“新三样”产业高质量发展
Qi Huo Ri Bao Wang· 2026-01-07 01:31
Group 1 - The core viewpoint of the article emphasizes the importance of establishing "Guangzhou Price" as a significant reference in the global market for key commodities like lithium and industrial silicon, enhancing the international influence of Guangdong's manufacturing sector [2][4][6] - Guangdong's export of "new three items" (new energy vehicles, lithium batteries, and photovoltaic products) has seen a remarkable growth of 28.8%, with companies like BYD and GAC Group reporting substantial increases in overseas revenue [2][3] - The pricing power of lithium concentrate has historically been dominated by foreign mining companies, leading to increased costs for Chinese enterprises and a lack of negotiation leverage in the international market [3][4] Group 2 - The establishment of futures contracts for industrial silicon and lithium carbonate by the Guangzhou Futures Exchange (GFEX) aims to provide risk management tools that reflect market supply and demand, thereby enhancing the pricing influence of "Guangzhou Price" [4][5] - The international recognition of "Guangzhou Price" has grown, with futures contracts winning awards and allowing foreign institutional investors to participate, marking its integration into the global pricing system for the new energy industry [6][11] - The GFEX has been instrumental in helping companies stabilize operations by integrating futures pricing into their business models, allowing them to manage risks more effectively and transition from reactive to proactive risk management [7][8] Group 3 - The GFEX is expanding its futures offerings to cover more areas within the new energy sector, including strategic minerals and key raw materials, to better serve the high-quality development of the real economy [12][13] - The introduction of futures for platinum and palladium, as well as the planned development of lithium hydroxide futures, aims to enhance the risk management framework for the lithium battery industry and support companies in navigating international market uncertainties [13][14] - The comprehensive development of the "Guangzhou Price" system reflects the GFEX's commitment to supporting the green low-carbon economy and enhancing the authority of Chinese pricing in the global market [14]
赛力斯1月6日获融资买入5.90亿元,融资余额96.04亿元
Xin Lang Cai Jing· 2026-01-07 01:26
1月6日,赛力斯涨3.31%,成交额46.78亿元。两融数据显示,当日赛力斯获融资买入额5.90亿元,融资 偿还6.42亿元,融资净买入-5200.58万元。截至1月6日,赛力斯融资融券余额合计96.23亿元。 分红方面,赛力斯A股上市后累计派现32.02亿元。近三年,累计派现25.90亿元。 机构持仓方面,截止2025年9月30日,赛力斯十大流通股东中,香港中央结算有限公司位居第四大流通 股东,持股5299.15万股,相比上期减少184.02万股。华夏上证50ETF(510050)位居第六大流通股东, 持股1561.29万股,相比上期减少43.32万股。华泰柏瑞沪深300ETF(510300)位居第七大流通股东,持 股1396.87万股,相比上期减少61.75万股。易方达沪深300ETF(510310)位居第十大流通股东,持股 1004.97万股,相比上期减少34.30万股。 融资方面,赛力斯当日融资买入5.90亿元。当前融资余额96.04亿元,占流通市值的5.08%,融资余额超 过近一年60%分位水平,处于较高位。 责任编辑:小浪快报 融券方面,赛力斯1月6日融券偿还6300.00股,融券卖出1.84万股 ...
山东公安部署开展“冬季守护”专项工作,深入打击治理电诈犯罪等被列入重点工作
Da Zhong Ri Bao· 2026-01-07 01:00
山东公安部署开展"冬季守护"专项工作,深入打击治理电诈犯罪等被列入重点工作 利刃出鞘,剑指新套路 "多谢你们,没想到钱还能要回来……"鱼台县王鲁镇一王姓居民在打零工之余,专程回到县公安 局,对办案民警表示感谢。 2025年11月25日,省公安厅部署开展"冬季守护"专项工作,通过集中破获一批案件,提升打防违法 犯罪能力水平,提升群众安全感和满意度。其中,深入打击治理电信网络诈骗犯罪、主动打击破坏市场 秩序犯罪、依法打击恶意索赔等,均被列入重点工作。 据省公安厅2025年12月26日统计,"冬季守护"专项工作开展以来,全省公安机关共接处警情147.8 万起,同比下降6.11%;其中,刑事、治安类警情分别同比下降30.53%、13.66%。全省共抓获电诈及关 联犯罪嫌疑人3454人,破获损失百万以上案件27起,沉重打击了电诈犯罪气焰。 剥开甜蜜陷阱 2025年11月底至12月初,济宁市、县两级公安机关联动,集结近千警力,分赴全国21个省级行政区 开展集中抓捕,打掉一个涉案金额超3.6亿元的电诈团伙。截至目前,已抓获涉案嫌疑人1500余人,冻 结涉案资金2700余万元。 摧毁"公司化"情感诈骗网络 警方侦查发现,骗取 ...
零跑汽车:本轮内资股认购事项所得款项总额约67亿元,70%将用于研发投入
Xin Lang Cai Jing· 2026-01-07 00:44
金义高新内资股认购事项的所得款项总额约为人民币30亿元,一汽股权内资股认购事项的所得款项总额 约为人民币37.44亿元,至此本轮内资股认购事项的所得款项总额将合共约为人民币67.44亿元,其中, 约70%将用于研发投入,约30%将用于补充营运资金及一般公司用途。 零跑汽车1月6日在港交所公告,公司与金义高新订立金义高新内资股认购协议,据此,公司已有条件同 意向金义高新发行59,964,021股内资股,认购价为每股内资股认购股份人民币50.03元。内资股认购股份 将根据一般授权发行。此外,根据公司日期为2025年12月28日的公告,公司与一汽股权订立一汽股权内 资股认购协议。本轮公司合计向一汽股权和金义高新发行134,796,266股内资股,本轮内资股认购股份面 值合共为人民币1.34亿元。 ...
亲身感受中国式现代化的生动实践
Ren Min Ri Bao· 2026-01-07 00:37
在位于北京的中国共产党历史展览馆全景影院里,西班牙《全球世界》记者费尔南多·莫拉莱斯被沉浸 式展现长征场景的影片深深震撼。"我仿佛置身于这一伟大的历史进程中。"莫拉莱斯说,"中国从来没 有忘记自己从哪里来。在这里,始终坚持一切为了人民、一切依靠人民。" 西班牙记者费尔南多·莫拉莱斯—— "在这里,始终坚持一切为了人民、一切依靠人民" 实现现代化是世界各国的普遍追求。从脱贫攻坚到绿色发展,从科技创新到发展新质生产力、挖掘经济 新增长点,中国在自身高质量发展的同时,为其他国家发展提供机遇。不少外国媒体记者来中国工作、 生活或参观访问,亲身感受中国式现代化的生动实践。近日,3名外媒记者接受人民日报记者采访,讲 述他们在华所见所闻所感。 更让泽尔贝托印象深刻的,是中国在数字经济和科技赋能上的探索。他注意到,电商为农产品打开销 路,乡村旅游与文化创意结合,越来越多的青年回到了家乡。"在中国,扶贫不仅是提高收入,还包括 过去一年,莫拉莱斯先后走访北京、杭州、重庆等城市。在北京,比亚迪体验店的一款新能源车不仅能 自动泊车、原地转向,还具备应急浮水功能;在杭州,科技园区里人工智能的最新成果从实验室走向日 常应用;在重庆,依山 ...