据了解，此次召回不涉及在售车型。作为国产豪华新能源品牌，极氪持续在安全领域大力投入，所有车 型的动力电池安全标准均超最新国标要求。对于已交付车辆，极氪依托全天候、多维度的云端监测系 统，动态监测核心安全指标并提前识别潜在风险。近年来，新能源汽车三电安全愈发受到重视，已有多 个品牌就三电问题主动或被动召回，体现出行业在车型全生命周期的安全管理上更加成熟规范。 日前，极氪向市监总局备案，主动召回2021年7月至2024年3月生产的部分老款极氪001 WE 86版车辆， 通过检查或远程诊断，为相关车辆免费更换动力电池。更换后三电质保不变，用户仍可享受行业领先的 质保权益。 ...

Group 1 - Elon Musk's personal wealth has surpassed $800 billion, making him the first billionaire to reach this milestone, with a net worth of $852 billion following SpaceX's acquisition of xAI [1][6] - Musk's wealth is increasing rapidly, with records being broken every four months, suggesting he may soon become the world's first trillionaire [3][6] - The merger of SpaceX and xAI has resulted in a combined valuation of $1.25 trillion, with Musk holding 43% of the merged entity [5][6] Group 2 - Musk's influence extends beyond business; he is seen as a long-term competitor to China, unlike political figures whose influence is limited by election cycles [12][30] - SpaceX's technology, particularly the Starlink satellite system, has military applications, enhancing U.S. military capabilities and creating a "soft blockade" against China's space ambitions [14][19][22] - In the renewable energy and electric vehicle sectors, Musk's ventures, including Tesla and its advancements in AI and autonomous driving, pose significant competition to Chinese companies [24][28]

每经AI快讯，2月9日，工信部发布《减免车辆购置税的新能源汽车车型目录》（第二十七批），小米 SU7、比亚迪方程豹钛3等多款车型在列。 每经AI快讯，2月9日，工信部发布《减免车辆购置税的新能源汽车车型目录》（第二十七批），小米 SU7、比亚迪方程豹钛3等多款车型在列。 ...

Core Insights - The official announcement from AITO reveals that the new AITO M7 has surpassed cumulative deliveries of 100,000 units since its launch in September last year, establishing a benchmark in the 300,000-level SUV market [1] - The success reflects both the product strength and user reputation of AITO, highlighting the correctness of Seres' dual technology route of "range extender + pure electric" [1] - Seres has positioned itself as a pioneer and leader in range extender technology, having started research and development in 2016, leading to the launch of the next-generation Seres Super Range Extender System [1] Product and Technology Highlights - The next-generation Seres Super Range Extender System is built on the "Saiyi (C2E) range extender architecture" and "RoboREX intelligent control technology," featuring three industry-leading advantages: quiet operation, high integration, and high efficiency [1] - The system has achieved a 15% reduction in comprehensive fuel consumption, with an actual oil-electric conversion efficiency of 3.65 kWh/L and a maximum thermal efficiency of 44.8%, placing it among the top tier in the industry [1] User Experience and Market Position - In terms of NVH performance, the noise perception frequency during range extender operation has decreased by 90%, providing users with a near-library level of quiet driving experience, effectively achieving "electric vehicle-like smoothness with gasoline vehicle-like worry-free range" [2] - Seres has transitioned its range extender business from "self-research and self-use" to "technology output," having established deep cooperation with 25 industry enterprises [2] - The company aims to achieve sales of over 200,000 range extenders by the first half of 2025, maintaining a leading position in the market and becoming a significant representative of China's core technology output in the new energy sector [2] - Seres is expected to drive the transition of China's new energy vehicles from "product output" to "technology output," leading the industry towards a new stage of higher quality development through continuous technological innovation and product iteration [2]

IPO Pipeline Overview - As of February 8, there are 318 companies in the IPO pipeline, including 20 on the Shanghai Main Board, 41 on the Sci-Tech Innovation Board, 18 on the Shenzhen Main Board, 37 on the Growth Enterprise Market, and 202 on the Beijing Stock Exchange [1]. IPO Application Status - The IPO application status for the 318 companies includes 8 accepted, 227 under inquiry, 16 approved, 46 suspended, and 21 submitted for registration [2]. Newly Listed Companies - Two companies were newly listed between February 2 and February 8: - Shimen Supply Chain Management Co., Ltd. listed on February 3 with a closing price of 57.73 CNY per share, a 106.18% increase, and a trading volume of 1.093 billion CNY [4]. - Shenzhen Beixin Life Technology Co., Ltd. listed on February 5 with a closing price of 49.64 CNY per share, a 183.33% increase, and a trading volume of 1.409 billion CNY [4]. New Counseling Registrations - Fourteen companies received new counseling registrations during the same period, including: - Tianjin Sanying Precision Instrument Co., Ltd. focuses on high-end X-ray non-destructive testing equipment [6]. - Tianyi Space Technology Co., Ltd. is a leading operator of SAR satellite constellations [7]. - Guangdong Shenpeng Technology Co., Ltd. specializes in the development and production of brushless DC electronic water pumps [7]. - Hubei Chuda Intelligent Equipment Co., Ltd. provides glass forming equipment and intelligent system solutions [7]. Companies Approved for Review - Three companies successfully passed the review process: - Anhui Xinfeng New Energy Technology Co., Ltd. specializes in thermal management components for new energy vehicles [9]. - Guangdong Huahui Intelligent Equipment Co., Ltd. focuses on high-end intelligent equipment and key components [10]. - Shandong Chunguang Technology Group Co., Ltd. aims to become a world-class manufacturer of magnetic materials [11]. Companies Approved for Registration - Two companies received registration approval: - Wuhu Aiteke Automotive Electronics Co., Ltd. provides intelligent solutions for automotive electronics [12]. - Hangzhou Gaote Electronic Equipment Co., Ltd. specializes in battery management systems for the new energy industry [12]. Terminated IPO Applications - Wuxi Jiangsong Technology Co., Ltd. has withdrawn its IPO application during this period [14].

行业观点概要 ■ 本周（20260202-20260206）板块行情 电力设备与新能源板块：本周上涨2.20%，涨跌幅排名第3，强于上证指数。本周锂电池指数涨幅最大，工控自动化指数跌幅最大。锂电池指数上涨 4.47%，太阳能指数上涨3.43%，储能指数上涨0.49%，风力发电指数上涨0.31%，新能源汽车指数下跌0.18%，核电指数下跌0.31%，工控自动化指数下跌 1.69%。 ■ 新能源车：1月新势力销量公布，固态电池大会召开 2026年1月，整体车市表现略显疲软，但多数车企实现同比正增长。极氪汽车1月交付23,852辆，同比激增99.7%。蔚来汽车1月交付27,182辆，同比 +96.1%。小米汽车1月交付超39,000辆，同比+70.3%。此外，比亚迪依然保持市场领先地位，1月交付210,051辆。整体来看，各大主流车企交付量呈现增 长态势，新能源车市场的强劲势头延续，各势力竞争激烈。2月7-8号，中国全固态产学研协同创新平台召开第三届中国全固态电池创新发展高峰论坛，围 绕关键材料、电芯创新、工艺装备、AI全链条赋能以及知识产权展开讨论。 ■ 新能源发电："十五五"全球光伏装机市场预计保持高增长 光伏 ...

我国新能源汽车产业历经10余年跨越式发展，已形成全球规模最大、技术领先的产业链体系，随着 新能源汽车渗透率突破50％，产业竞争正式迈入以智能化为核心的新阶段——城市NOA（导航辅助驾 驶）渗透率快速提升、L3级自动驾驶蓄势待发、Robotaxi（无人驾驶出租车）商业化加速。提升智能驾 驶能力需要大量的训练数据，建设动态更新的智能驾驶高质量数据集，将成为突破算法泛化能力、缩短 研发周期的核心支撑，推动中国智能汽车产业在全球竞争中实现从"跟跑"到"领跑"的跨越。 一、范式变革与路径收敛：汽车产业智能化发展新征程 汽车产业正经历从传统制造到"AI驱动"的产业范式跃迁。过去一个多世纪，汽车产业的竞争核心一直是 制造业的竞争。随着制造业水平的普遍提升以及人工智能的快速发展，全球汽车产业竞争维度已由发动 机、底盘等机械性能指标全面转向算力、算法与数据深度融合的智能化指标。在"AI定义汽车"的新赛道 上，汽车不再是单纯的物理运输工具，而是具备持续进化能力的移动智能终端，其核心价值正加速从底 层的硬件制造向高阶的智能化决策软件迁移。作为全球产业博弈的战略制高点，智能驾驶技术的成熟度 将直接决定未来智能汽车市场份额和出行市场的 ...

Core Viewpoint - The total number of listed companies in Shenzhen has surpassed 600, with 426 domestic and 174 overseas companies, highlighting their critical role in the city's economic stability and growth [1][4]. Group 1: Economic Impact - Listed companies are seen as the "ballast" of Shenzhen's real economy and a "driving force" for urban development [1]. - The support for local investments by listed companies is deemed essential for strengthening industrial core advantages and unlocking urban potential [1][4]. Group 2: Policy Recommendations - There is a call to upgrade the policy incentive system to enhance local investment guidance, including financial rewards for companies investing in local projects [4][5]. - Suggestions include optimizing talent evaluation mechanisms to attract and retain skilled professionals in Shenzhen, which is crucial for maintaining competitive advantages [4][5]. Group 3: Industry Development - The establishment of industry chain clusters is recommended to stimulate deeper investments from listed companies, leveraging existing resources in sectors like low-altitude economy, robotics, and new energy vehicles [5]. - The focus on creating a collaborative environment among local listed companies is expected to enhance efficiency and foster long-term investment motivations [5]. Group 4: Women in Business - The emergence of outstanding female entrepreneurs in Shenzhen is noted, with women making up about 40% of the city's tech workforce, increasingly leading in fields like AI and biomedicine [5]. - Initiatives to promote women's participation in technology and entrepreneurship, such as hosting an international competition for female innovators, are proposed to attract global talent and investment [6].

威迈斯公告称，2025年度公司实现营业总收入63.42亿元，同比微降0.48%；归属于母公司所有者的 净利润5.57亿元，同比增长39.22%；扣非净利润5.21亿元，同比增长46.71%。主要因境内新能源汽车终 端销量增长，公司车载电源产品量价齐升，且产品出货结构优化。截至2025年末，公司总资产82.26亿 元，同比增长6.96%；归母所有者权益36.26亿元，同比增长10.89%。公告数据为初步核算，未经审计， 具体以年报为准。 ...

作者： 枫叶 以下文章来源于正商参阅 ，作者枫叶 正商参阅 . 原《政商参阅》，做价值的传播者！连续两届获评胡润年度影响力自媒体、21世纪经济报道年度传播力 自媒体、新浪、经济观察报年度影响力自媒体、新榜年度社会关注新媒体荣誉奖等。 来源： 正商参阅 ----------------------------- 让我们一起为梦想窒息！ 是的，没错， 贾跃亭又 "杀"回来了。 这次，大忽悠不是 "造车"成功，而是 另辟蹊径开始"玩"人形机器人了。 不得不佩服贾跃亭 "敏锐"的商业嗅觉，有热点我就蹭，一旦有好的商业模式或产品，那么不好意 思，我的" PPT "早就已经写好了。 更可怕的是，贾跃亭还与时俱进，不再着眼于 "纸上谈兵"，这次是真有机器人样品展示的。 "未来， 360 行各有自己的职业机器人。" 贾跃亭，再次选对了方向。 谁说骗子就不能创造 " 奇迹 " ？ 不得不承认， 贾跃亭这个跑到美国造车的 " 中国第一大忽悠 " ，身上存在 着 一种难以解释的特 质 —— 他似乎总能在被判 " 出局 " 之前，重新回到牌桌上。 从乐视崩塌到远走美国，从债务缠身到被列为 " 被执行人 " ，再到 FF （法拉第未来 ...