Core Viewpoint - Ankai Bus (000868) experienced a decline in sales in January 2026, with a year-on-year decrease of 18.36% to 458 units, while production increased by 35.65% to 761 units, continuing the "increased volume but losses" trend from 2025 [1] Recent Events - On February 11, 2026, Ankai Bus announced its January 2026 production and sales figures, indicating a sales drop of 18.36% year-on-year to 458 units, despite a production increase of 35.65% to 761 units, reflecting the ongoing "increased volume but losses" situation from 2025, where the total sales for 2025 rose by 46.80% but the net profit is expected to be a loss of 50 to 60 million yuan [1] - On February 13, 2026, the State Administration for Market Regulation released the "Guidelines for Compliance with Pricing Behavior in the Automotive Industry," proposing 28 measures to regulate pricing behavior in the industry, which may impact the pricing strategies and competitive environment for Ankai Bus and other automotive companies [1] Stock Performance - As of February 13, 2026, Ankai Bus's stock price closed at 4.88 yuan, with a cumulative decline of 0.61% over the past five days and a year-to-date drop of 2.01%. During the same period, the overall automotive sector fell by 0.48%, and the commercial vehicle sector decreased by 1.32%, indicating that the company's stock performance is weaker than the industry average [1]

转自：劳动报 （来源：劳动报） 上海市商务委提醒指出：参加报名摇号和申请补贴的消费者应为同一人（同一身份证件类型和证件号码）。补贴中签资格仅供本人使用，不得转让。参加摇 号报名的个人消费者，若当次未中签，后续无需再次提交报名信息，摇号系统将自动将前期未中签消费者纳入下一轮摇号。为方便消费者报名，报名时无需 选择报废更新或置换更新。取得中签资格的消费者可以提交报废更新或置换更新补贴申请（只能选择其一）。报名摇号仅为补贴资格发放阶段，不代表成功 申报补贴。消费者中签后需在规定时间内提交申请，后续审核阶段如发现申请材料不符合相关条件，仍予以审核不通过。 此外，2026年我市汽车以旧换新补贴资金使用按照"总额控制、用完即止"原则实施，请有意向的消费者抓紧报名。已中签的消费者，请及时提交申请，以免 影响补贴申领。自《实施细则》发布之日起，至最后一轮摇号前一日，每个工作日7:00至22:00消费者均可提交报名。后续轮次摇号时间，请持续关注官方 公告。 头图来源：图虫 需要注意的是，个人消费者提交报名信息时，平台将对接国家税务总局全国增值税发票查验平台，对上传的新购车辆发票进行实时校验。发票未通过校验 的，将无法完成报名。 ...

商务部统计数据显示：截至2月5日，2026年汽车以旧换新补贴申请33.5万份，带动新车销售537.7亿元， 有力推动汽车市场发展和资源回收利用，促进产业提质升级、绿色转型。 2026 年1月，参与以旧换新的新车平均价格超过16万元，较上年明显提高；全国报废汽车回收65.9万 辆，同比增长50.2%。 ...

成都天府大道此前发生的小米SU7 Ultra交通事故持续引发关注。2月14日，北京青年报记者了解到，目 前，事故责任认定已完成，驾驶人邓某某负全责。涉事车辆与前车发生碰撞前3秒时行驶速度超 200km/h、撞击时车速超160km/h，超过事发路段限速要求。 中新经纬 此前，成都警方曾通报，事发于2025年10月13日凌晨3时18分许，事故造成驾驶人邓某某死亡，涉事两 车不同程度受损；驾驶人涉嫌酒后驾驶机动车。 责任编辑：凌辰 中新经纬 成都天府大道此前发生的小米SU7 Ultra交通事故持续引发关注。2月14日，北京青年报记者了解到，目 前，事故责任认定已完成，驾驶人邓某某负全责。涉事车辆与前车发生碰撞前3秒时行驶速度超 200km/h、撞击时车速超160km/h，超过事发路段限速要求。 此前，成都警方曾通报，事发于2025年10月13日凌晨3时18分许，事故造成驾驶人邓某某死亡，涉事两 车不同程度受损；驾驶人涉嫌酒后驾驶机动车。 责任编辑：凌辰 ...

法国最近又搞出一个大动作。 不是街头抗议，也不是罢工游行，而是直接把整个欧盟拖进一场对华贸易的火药桶里。 事情的源头是一份政府智库报告——白纸黑字写着两条狠招：要么对中国出口到欧洲的商品统一加征30%关税；要么逼人民币对欧元升值30%，复刻1985年 美国对付日本的"广场协议"。 这两条路，哪一条都不是普通贸易摩擦，而是赤裸裸的战略压制。 这份报告根本没打算遮掩意图。 它明明白白说，目标就是"扭转中欧贸易局面"。 翻译过来就是：中国在跟欧洲做生意时赚得太多了，顺差太大，欧洲不舒服，得想办法扳回来。 可问题在于，这种扳法不是靠提升自身竞争力，而是直接动用行政和金融手段，强行改变市场规则。 这已经不是保护主义了，这是赤手空拳冲进别人家里改账本。 第一条路，加税30%，听起来简单粗暴，但背后藏着算计。 法国智库认为，这个税率刚好能抹平中国产品的成本优势，让中国货在欧洲卖不动，本土企业就能重新夺回市场。 但他们忘了，WTO规则早就禁止这种无差别、一刀切的高额关税。 这不是调整贸易结构，这是筑墙封门。 更关键的是，欧洲内部根本不可能统一行动。 德国刚跟中国签下千亿级订单，汽车、机械、化工这些支柱产业高度依赖中国市场。 ...

Core Viewpoint - The Dutch court's decision to maintain the investigation into ASML Semiconductor's operations and the suspension of the Chinese chairman's position reflects ongoing geopolitical tensions and has significant implications for the semiconductor supply chain, particularly in the automotive sector [1][3]. Group 1: Company Operations and Impact - ASML Semiconductor plays a crucial role in the global chip supply chain, especially for automotive chips, and the Dutch government's intervention has led to a split between its Dutch headquarters and Chinese branches, causing severe operational disruptions [3][6]. - The company's revenue significantly declined in October and November last year, leading to cash flow issues and local banks suspending loans, which exacerbated the chip shortage crisis faced by European automakers [3][6]. - The Dutch court's ruling to continue the investigation may prolong the operational chaos and supply chain crisis, with the investigation potentially lasting over six months [3][6]. Group 2: Legal and Regulatory Context - The court cited that ASML Semiconductor did not comply with the Dutch Ministry of Economic Affairs' requirements in light of U.S. sanctions, indicating a preference for reducing ties with U.S. suppliers rather than complying with demands [4][6]. - The court's assertion that the split between the Dutch and Chinese operations was unclear in terms of responsibility is seen as a misrepresentation, as the disruptions are attributed to the Dutch government's intervention [6][7]. - Allegations of a conflict of interest regarding ASML's procurement of wafers from a Chinese company are viewed as unfounded, as these transactions were part of normal operations to mitigate U.S. sanctions [6][7]. Group 3: Recommendations and Future Outlook - It is suggested that the Dutch government and judiciary should cease their interventions to restore the legitimate control of ASML Semiconductor to its parent company, thereby stabilizing operations and the global semiconductor supply chain [7].

最近，欧盟27国领导人齐聚比利时，召开了一场非正式会议，主要是想要找到三大问题的解决方案，一 是，降低能源的成本，二是，为了提高欧洲企业的竞争力，欧盟内部原本的那套无边界市场的模式可能 需要改变，三是，欧洲该如何在中美博弈中"生存"下来。这些问题都比较重大，那么谈的怎样呢？ 能源成本高企是欧盟当前面临的突出困境。欧盟此前跟随美国对俄罗斯能源采取限制措施，明确2026年 底前停止进口俄液化天然气、2027年9月前停止进口俄管道天然气，直接导致欧洲陷入能源供应焦虑。 为寻找替代能源，欧盟与卡塔尔、沙特等国签署长期能源合作协议，同时加大从美国进口液化天然气的 规模，直接推高能源进口成本。 2025年以来，欧洲天然气价格虽较峰值有所回落，但仍接近危机前的三倍，企业能源支出居高不下，民 生用能成本持续攀升。 «——【·前言·】——» 本次会议上，意大利、德国、比利时联合提交文件，提议建立"第28套法律制度"，搭建统一监管框架， 允许自愿加入的成员国企业适用欧盟统一规则，规避本国制度约束。 «——【·三大难题未形成实质性解决方案·】——» 本次会议上，成员国就能源问题分歧明显，部分国家主张加快可再生能源布局，推进海上风电 ...

Group 1 - France has proposed a significant government report suggesting that EU member states impose a 30% tariff on Chinese goods to address the trade deficit with China [2][10] - The report indicates that 55% of manufacturing output in the EU faces direct competition from China, with Germany at 70% and France at 36% [10][12] - The proposed tariffs are seen as a desperate measure to level the playing field, as Chinese products have a cost advantage of approximately 30% [12][14] Group 2 - The report reflects France's panic over its industrial decline, as it attempts to unify EU member states against China, despite differing interests among countries like Germany [15][18] - The U.S. Treasury Secretary's comments about being in a "comfortable position" regarding U.S.-China relations suggest a shift in strategy, moving from aggressive confrontation to a more pragmatic approach [20][22] - The U.S. has recognized that a hardline approach against China has not yielded the desired results, leading to a focus on "de-risking" rather than complete decoupling [24][26] Group 3 - France's proposal to manipulate the euro's value against the yuan is reminiscent of the 1985 Plaza Accord, which aimed to address trade imbalances through currency intervention [30][31] - The differences between China and Japan during the Plaza Accord era highlight China's current economic independence and robust domestic market, making such proposals less feasible [33][35] - The report indicates that France's protectionist measures may not effectively address the underlying issues of industrial competitiveness and could lead to further economic challenges [35][37]

2月12日，EXEED星途汽车面向ET5全系开启EXEED OS3.6.0版本OTA升级推送，涵盖智驾辅助与车控体验等方面，新增16项功能和15项体验优化。 智能辅助驾驶与行车安全方面同样迎来重点优化，前向碰撞预警、哨兵模式、障碍物报警等功能升级，优化后智能辅助驾驶的限速识别更精准、拥堵跟 车更贴近，车道变道更合理、车道居中更平稳；泊车方面优化轨迹规划逻辑，新增泊车防溜车保护机制，垂直、侧方车位识别率提升，窄空间泊入成功率更 高。同时，SR场景视觉效果升级为积木风格，显示更生动直观。 智能座舱方面，新增马年主题限定皮肤、腾讯应用宝车载版、集成电子用户手册等实用功能，其中应用宝可提供丰富云端应用下载，电子用户手册支持 语音查询，涵盖车辆功能、维护保养等全方面指导；同时新增能耗分布显示，用户可直观查看行驶里程、车载电器、空调及电池温控能耗占比；新增的行车 记录仪影像无线传输功能和3路视角，可实现影像无线传输等，进一步提升使用便捷性。 ...

日前，岚图汽车宣布港股上市取得香港联交所原则性同意，标志着岚图汽车已完成港股上市的全部前置监管审批流程，上市确定性全面落地，预计3月 在香港联交所主板正式挂牌。 目前，岚图汽车已构建覆盖高端SUV、MPV、轿车的完整产品矩阵。2026年，岚图汽车计划推出4款新车，包括搭载华为乾崑智驾ADS 4 四激光版的量 产L3级SUV岚图泰山Ultra、全新大5座SUV岚图泰山X8、代号为"FE"的全新FUV以及代号为"珠峰"的MPV。其中，岚图泰山Ultra将于3月交付；岚图泰山X8 上半年上市；岚图FE年中推出；"珠峰"下半年上市。 2026年1月，岚图汽车交付新车10515台，同比增长31%。1月，岚图汽车新增7家岚图空间店、2家全功能用户中心和1家交付服务中心，覆盖10个城市。 目前，岚图在国内已开设岚图空间、全功能用户中心及交付服务中心等合计518家。 ...