他宣布，蔚来公司第100万台量产车正式下线，第100万台量产车为全新蔚来ES8。他表示，这是蔚来发 展的重要里程碑，自2018年蔚来首台量产车下线以来，到今天三个品牌协同发展实现了这一成就。 责任编辑：江钰涵 责任编辑：江钰涵 新浪科技讯 1月6日上午消息，在今日的蔚来公司第100万台量产车下线仪式上，蔚来创始人、董事长、 CEO李斌发表演讲。 新浪科技讯 1月6日上午消息，在今日的蔚来公司第100万台量产车下线仪式上，蔚来创始人、董事长、 CEO李斌发表演讲。 他宣布，蔚来公司第100万台量产车正式下线，第100万台量产车为全新蔚来ES8。他表示，这是蔚来发 展的重要里程碑，自2018年蔚来首台量产车下线以来，到今天三个品牌协同发展实现了这一成就。 ...

据交易所数据显示，孚日股份连续两个交易日涨停，晋级2连板。该股今日于9：48封涨停，成交额 17.49亿元，换手率13.22%。金融界App AI线索挖掘：该股涉及锂电池、新能源汽车、优化生育等概 念，近期固态电池概念板块活跃度较高，相关概念的市场关注度有所提升。 风险提示：连板股波动剧 烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数据生成，内容不构成投资建 议。） ...

会议研究了郑州市创新发展能力及"十五五"科技创新重大项目谋划、中原科技城建设发展、郑州产业技 术创新研究院建设、提升全社会研发投入等工作。 1月5日，省委常委、市委书记安伟主持召开市委科技委会议，强调要深入学习贯彻习近平总书记关于科 技创新的重要论述和党的二十届四中全会精神，认真落实中央、省委关于科技创新的决策部署，全面深 化"三标"活动，全力打造教育科技人才一体实践中心，加快建设全国有影响力的创新型城市，为郑州国 家中心城市现代化建设提供强有力的科技支撑。 市领导庄建球、陈宏伟、虎强、李党生、陈红民、马志峰、魏宁娣、夏扬出席。 安伟强调，要聚焦技术、聚焦应用、聚焦工业，充分发挥一流大学（科研院所）郑州研究院作用，围绕 传感器、新材料、新能源汽车、现代食品等优势产业开展技术创新、应用创新，推动重点产业链延链补 链强链，持续壮大优势产业集群，加快构建现代化产业体系。要优化机制、完善生态加快推动科研成果 转化，健全产教融合、科教融汇体系，加速建设郑州产业技术创新研究院，深入探索"拨投结合"模式， 打造强有力的"创新港湾"，不断提升创新成果转化水平。要改进工作、创新方法，有关部门要搭平台、 建机制、强服务，进一步激 ...

读懂建设能源强国的发展逻辑、思想力量和制度优势 能源是经济社会发展的重要物质基础和动力源泉。 习近平总书记指出："能源的饭碗必须端在自己手里。""加快建设新型能源体系，注重传统能源与新能源多能互补、深度融合。" "加快建设新型能源体系""建设能源强国"写入"十五五"规划建议；中央经济工作会议提出"制定能源强国建设规划纲要，加快新型能源体系建设， 扩大绿电应用"……一系列顶层设计为我国能源事业发展指明方向、提供遵循。 当前，世界百年未有之大变局加速演进，人类社会同时进入第六次科技革命、第四次工业革命和第三次能源革命"三大革命"叠合发展期，各国把能 源摆在了更加重要的战略位置，全球能源版图越来越深刻影响世界地缘格局。 全球最大能源生产国、能源消费国、能源进口国，全球最大新能源生产国和利用强国……放眼全球，中国已是毋庸置疑的能源大国。 从1949年中国一次能源生产总量仅0.2亿吨标准煤，到2024年达到49.8亿吨标准煤，增长249倍。 从1949年全国发电43亿千瓦时，到2024年超10万亿千瓦时，创造全球单一国家发电量的新纪录。 党的十八大以来，我国万元GDP能耗累计下降27.2%，是全球能耗强度降低最快的国家 ...

开盘阶段，上证指数小幅高开，报4026.02点，涨幅约0.06%。人脑工程、华为概念、人工智能等热门板 块表现活跃，相关个股如国际医学涨幅近10%，岩山科技涨停，短线资金对科技类热点的参与意愿较 强。 1月6日，沪深京三市连板股开盘情况一览: ① 晋级：锋龙股份（7天7板，长安汽车概念、新能源 汽车概念）涨停晋级8连板、南兴股份（3天3板，AIGC概念、AI智能体概念）涨停晋级4连板。 ② 高 开：友邦吊顶（3天3板）高开8.7%、海格通信（4天2板，大飞机、卫星导航概念）高开5.71%、天际股 份（8天4板，氟化工概念、磷化工概念）高开5.64%、农心科技（2天2板）高开5.36%、雷科防务（4天 4板，太赫兹、军工信息化概念）高开5.0%、城建发展（2天2板，新型城镇化、参股券商概念）高开 4.84%、索菱股份（2天2板，车联网(车路协同)、无人驾驶概念）高开4.2%、利欧股份（2天2板， ChatGPT概念、多模态AI概念）高开2.58%、国晟科技（4天2板，HJT电池、TOPCON电池概念）高开 2.17%、烽火通信（2天2板，6G概念、卫星导航概念）高开1.96%、中国卫通（5天3板，商业航天、6G ...

Market Overview - On the first trading day of 2026, the Shanghai Composite Index rose by 1.38% to 4023.42 points, while the Shenzhen Component Index increased by 2.24% and the ChiNext Index by 2.85%. The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan. The leading sectors included media, pharmaceuticals, and electronics, while oil and petrochemicals, banking, and transportation lagged behind [2][7] - The Hong Kong Hang Seng Index saw a slight increase of 0.03%, closing at 26347.24 points, while the U.S. major indices all closed higher, with the Dow Jones Industrial Average rising by 1.23% to a record high of 48977.18 points [2][7] Important News - Premier Li Qiang emphasized the need to enhance innovation and development advantages during his research in Guangdong, advocating for the improvement of industrial ecosystems and the exploration of effective business models for new technologies such as robots and drones [3][8] - A joint announcement from nine departments, including the Ministry of Commerce, implemented actions to promote green consumption, focusing on enhancing the supply of green products and encouraging the purchase of electric vehicles and certified green appliances [3][8] Industry Insights Media Industry - The New Year's Day box office exceeded 740 million yuan, marking a significant increase of 61.01% compared to the previous year. The extended holiday period allowed for a diverse range of films to cater to audience preferences, with major sequels leading the box office [9][10] - The total number of screenings during the New Year's holiday reached 1.417 million, with a notable increase in audience attendance, particularly on January 1, which saw a 14.20% year-on-year increase [10][12] - Major IP sequels like "Zootopia 2" and "Avatar 3" demonstrated strong box office resilience, contributing significantly to the overall market performance [12] Gaming Industry - In December 2025, a total of 147 game titles received approval, with 144 domestic and 3 imported games. The total number of game approvals for the year reached 1771, a 25.07% increase from 2024 [13][14] - The game "Seven Realms Dream" is highlighted for its unique "national style" theme and innovative gameplay mechanics, indicating a competitive landscape in the MMO sector for 2026 [14][15] Tourism Industry - The 2026 New Year's holiday saw 142 million domestic trips and total spending of 847.89 billion yuan, benefiting from the extended holiday period compared to the previous year [16][17] - The tourism market experienced a boost due to various factors, including the popularity of winter sports, the appeal of Hainan's free trade zone, and increased interest in outbound travel [18][19] - The outlook for 2026 remains positive, with expectations for further growth in the tourism sector driven by favorable policies and consumer confidence [19]

Group 1 - The long-term assessment mechanism for pension funds exceeding 7 trillion yuan has been introduced, aiming to promote long-term investments and enhance the capital market [1] - Over 40 A-share companies have forecasted a year-on-year increase in performance for 2025, particularly in the electronics, machinery, basic chemicals, and pharmaceutical sectors [1] - A-share listed companies are expected to distribute over 2.6 trillion yuan in dividends for 2025, marking a historical high, with significant contributions from both the Shanghai and Shenzhen stock exchanges [1] Group 2 - Approximately 50 trillion yuan in medium to long-term deposits are set to mature in 2026, drawing market attention amid declining interest rates [2] - The insurance industry has seen bond issuance exceed 100 billion yuan annually for the past three years, reflecting challenges in capital management and regulatory requirements [2] - The "cold resources" sector is experiencing growth, with new consumer dynamics emerging from events like the Changchun Snow Festival [2] Group 3 - Changyuan Tungsten has raised its procurement prices for tungsten concentrates for the first half of January 2026 [3] - Bridgewater's founder, Ray Dalio, has warned that the current AI hype is in the early stages of a bubble, with U.S. stock performance lagging behind non-U.S. equities and gold [4][5] - Nvidia's CEO highlighted the rise of open-source models as a catalyst for innovation in the AI industry during a recent conference [6] Group 4 - Airbus is expected to deliver 793 aircraft in 2025, achieving a key production target despite previous adjustments due to supply chain issues [6] - Nord Fund's actual controller has changed to Sichuan Energy Investment Group, with no impact on the fund's capital structure [6] - The control of Aerospace Science and Industry Corporation's rocket company is being transferred, with an estimated overall valuation of 11.2 billion yuan [7] Group 5 - Grandpa's Farm International Holdings has submitted a listing application to the Hong Kong Stock Exchange, focusing on baby food and household products [7] - The Shanghai Stock Exchange has issued a regulatory warning to Tianpu Co. for inadequate risk disclosures related to its AI business [8][9] - Dengyun Co.'s actual controller has been arrested for illegal public deposit collection, but the company's operations remain unaffected [10]

Core Insights - The article discusses Xiaomi's proactive approach in addressing public concerns regarding its electric vehicle, the YU7, through a transparent live-streamed disassembly event led by CEO Lei Jun, showcasing the vehicle's safety features and design [1][2][4]. Group 1: Product Transparency and Safety - Xiaomi's live-stream event aimed to dismantle the YU7 to directly address safety concerns, including the vehicle's structural integrity and battery protection mechanisms [1][2]. - The engineering team demonstrated the YU7's safety features, such as a design that allows front wheels to detach during a collision to absorb impact energy, thereby protecting the passenger cabin [1][2]. - Lei Jun acknowledged industry-wide issues like vague marketing practices and committed to improving transparency in promotional materials [2][4]. Group 2: Market Performance and Future Plans - Xiaomi reported impressive delivery figures, with over 410,000 vehicles delivered in 2025, surpassing the initial target of 300,000, and the YU7 achieving 150,000 deliveries within six months of launch [4]. - For 2026, Xiaomi plans to focus on three key areas: investing 200 billion yuan in technology research and development, enhancing AI capabilities, and creating a comprehensive user experience [4]. - The company set a delivery target of 550,000 vehicles for 2026, aiming for overachievement [4]. Group 3: Industry Impact and Consumer Engagement - The live-stream event served as a platform for consumers to better understand automotive technology, making complex safety designs more accessible [5]. - Xiaomi's transparent approach may encourage other companies in the industry to adopt similar practices, fostering a competitive environment focused on product and technological excellence [5][7]. - The event highlighted the importance of innovation and quality in the automotive industry, emphasizing that long-term consumer trust can only be built through transparency and technical advancement [7].

Core Viewpoint - The legal dispute between Xinjingda and Geely highlights the survival anxieties faced by both automakers and suppliers in the electric vehicle industry, revealing three major issues: the restructuring of power dynamics in the supply chain, profit distribution in the automotive manufacturing industry, and the balance among consumers, automakers, and suppliers [1][21]. Group 1: Restructuring of Power Dynamics in the Supply Chain - The automotive industry has witnessed a shift in power dynamics, where suppliers now hold significant influence, contrasting with the past when automakers dominated the market [21][23]. - Data indicates that by Q4 2025, the domestic market for power battery installations is expected to grow by over 10%, with leading companies like CATL and BYD operating at over 70% capacity utilization, while second-tier manufacturers struggle with utilization rates below 30% [3][21]. - The inability of battery manufacturers to meet the demands of new energy vehicle companies signifies a loss of the traditional dominance held by automakers, leading to suppliers gaining absolute power [23][24]. Group 2: Profit Distribution in the Automotive Manufacturing Industry - The balance of profit distribution has been disrupted in the new energy era, where suppliers have gained more leverage and are now able to demand a larger share of profits, breaking the previous equilibrium [6][24]. - Historically, during the fuel vehicle era, automakers maintained a harmonious relationship with suppliers by allowing reasonable profit margins, but this balance has been upset in the current market [6][24]. - The shift to a competitive market has forced automakers to lower prices to maintain competitiveness, significantly reducing their profit margins [6][24]. Group 3: Balance Among Consumers, Automakers, and Suppliers - The new automotive era necessitates a reevaluation of the balance among consumers, automakers, and suppliers, as consumer expectations for value must align with the realities of market competition and supplier power [30][31]. - Successful examples of vertical integration in the industry, such as those by Geely and BYD, demonstrate the effectiveness of combining production capabilities from batteries to intelligent driving systems to enhance product competitiveness [31][33]. - Collaborative models, like those seen with Huawei's HarmonyOS, illustrate the potential for deep partnerships between suppliers and automakers to create high-quality products that meet consumer demands [31][35].

Core Viewpoint - Lantu Automotive has entered 2026 with strong momentum, achieving full production capacity at its factory and demonstrating significant growth in vehicle deliveries, indicating a robust development trajectory for the company [1][2][4]. Production and Market Strategy - Lantu's factory is operating at full capacity, producing a new vehicle every 63 seconds, reflecting the company's response to the accelerating automotive market [1][3]. - In 2025, Lantu delivered 150,169 vehicles, marking an 87% year-on-year increase and becoming the first central state-owned enterprise high-end new energy brand to reach 300,000 units produced [4]. - The company plans to expand its product lineup to 6-9 models in 2026, aiming to set benchmarks in various market segments [4]. Technological Advancements - Lantu has invested in advanced technologies such as big data, AI, and IoT to enhance production efficiency, creating a smart factory that operates quietly and efficiently [6]. - The company launched its 800V high-voltage hybrid technology and achieved full-stack self-research in smart cockpit technology, positioning itself as a leader in the high-end new energy vehicle sector [7]. User Engagement and Market Expansion - Lantu has established nearly 500 sales and service points across over 150 cities, integrating user feedback into its R&D and manufacturing processes to create a closed-loop system [7][8]. - The company has expanded its market presence to over 40 countries and regions, emphasizing its role in the global automotive industry and the importance of local supply chains [9]. Industry Positioning - Lantu aims to transition from being a follower in the automotive industry to taking on a more significant role in the global supply chain, with a localization rate of 41% in its supply chain [9]. - The company recognizes the rapid changes in the automotive industry and is committed to advancing the development of new energy vehicles as a pathway to becoming a strong automotive nation [10][11].