（央视财经《经济信息联播》）十年来，我国积极推动长江沿江产业绿色低碳转型，塑造产业发展新优 势，实现在发展中保护，在保护中发展。 国家发展改革委副主任 王昌林：累计培育国家级先进制造业集群41家、战略性新兴产业集群30家，分 别占全国的51%和45%。以汽车产业为例，随着电动化、智能化技术加快变革，沿江地区汽车产业链、 供应链不断焕新升级，2025年上海、江苏、浙江、安徽、重庆新能源汽车产量均超过百万辆，一条贯通 全流域、覆盖全链条的新能源汽车产业链正在加速形成。 同时，我国积极推动钢铁、石化化工等传统产业绿色转型，在长江经济带布局建设了24个国家碳达峰试 点城市和园区、14个零碳园区。加大新能源清洁能源船舶研发和推广，长江经济带以占全国约三分之一 的能源消耗和碳排放，贡献了近一半的GDP，生态优先绿色发展主战场的引领带动作用日益凸显。 转载请注明央视财经 编辑：令文芳 ...

其中，小鹏汽车、东风日产、长安深蓝汽车、吉利汽车、大众汽车、长城汽车（601633）等整车厂商均 已大批量使用公司FPC产品，阳光电源（300274）、海博思创等储能客户基于行业景气提升及其自身业 务快速增长，亦向公司提出明确的FPC产品增量需求。此外，以某头部新能源汽车公司为代表的国际客 户，对供应商产能规模与交付保障能力提出了明确要求，"若公司无法及时扩大FPC制造能力，将面临 丢失重要战略项目的风险。"壹连科技表示。 与此同时，以低空经济、具身智能、AIDC、创新医疗（002173）为代表的新兴领域，以及以电子皮肤 为代表的关键技术应用，呈现繁荣发展趋势，对轻薄化、高可靠、定制化FPC的需求日益迫切。壹连科 技正在研发和迭代的人形/四足仿生机器人动力及信号解决方案、电动垂直起降飞行器(eVTOL)电连接 方案、多模态仿生电子皮肤方案等均对FPC提出大量且日益复杂的高端需求。壹连科技表示："面对下 游多领域共振放量的市场机遇，公司须提前布局产能，以满足客户持续增长的订单需求。" 壹连科技同时表示，以公司核心客户宁德时代（300750）为代表的动力电池领军企业亦为推动下一代电 池系统集成化，对FPC—CCS ...

今日（1月5日），A股喜迎开门红，三大指数集体上涨。市场全天成交额2.57万亿元，较前一交易日放 量超5000亿元，收盘上涨个股超4100只。 盘面上，脑机接口领涨，高压氧舱、血氧仪、2025年报预增等概念跟涨。海南自贸区、免税店、自由贸 易港等概念跌幅居前。 11股今日获机构买入评级 据证券时报 数据宝统计，今日机构研报共发布13条买入型评级记录，共涉及11只个股。天赐材料、贵 州茅台关注度较高，均有2次机构买入型评级记录。 获机构买入型评级个股中，共有5条评级记录中对相关个股给出了预测目标价。以公布的预测目标价与 最新收盘价进行对比显示，共有5股上涨空间超10%，贵州茅台上涨空间最高，1月5日华创证券预计公 司目标价为2600元，上涨空间达82.33%；上涨空间较高的个股还有旗滨集团、石基信息等，上涨空间 分别为73.03%、30.30%。 市场表现方面，机构买入型评级个股今日平均上涨2.26%，表现强于沪指。股价上涨的有10只，涨幅居 前的有旗滨集团、石基信息、天赐材料等，今日涨幅分别为5.06%、4.52%、3.69%。 | 代码 | 盲标 | 机构名称 | 取新评级 | 上次评级 | 机构预测目标价 ...

证券日报网讯01月5日，苏奥传感（300507）在互动平台回答投资者提问时表示，中创新航作为控股股 东，将充分发挥自身在新能源及汽车产业链等方面的资源和优势，为上市公司打开新的发展空间。公司 上下都是全力以赴，积极创新，努力尽早发挥协同和叠加效应，公司将根据实际业务进展及时履行信息 披露义务。 ...

"十五五"规划建议提出，持续推进长江经济带发展。 十年前的2016年1月5日，推动长江经济带发展座谈会在重庆召开。"共抓大保护，不搞大开发"，开启了 长江经济带发展的新征程。 十年间，长江经济带优良水质比例从67%提升到96.5%，地区生产总值（GDP）翻了一番多、占全国比 重从42.2%提升到47.3%。居民人均可支配收入从2.3万元提高到4.4万元、增长了91%，沿江人民不仅拥 有了清洁的水源、宜居的环境、安澜的保障，也在"绿水青山"中找到了产业升级、文旅融合的"金山银 山"。 1月5日，国家发改委副主任王昌林在国务院新闻办发布会上表示，当前长江流域生态环境保护和高质量 发展正处于由量变到质变的关键时期，还有一些难啃的"硬骨头"。下一步，将编制好实施好长江经济带 发展"十五五"实施方案，一体推进长江大保护三年行动计划落实，咬定青山不放松，推动长江经济带发 展不断迈上新台阶。 长江经济带产业基础好、韧性强，通过加强产业基础再造、推进重大技术装备攻关、深化产业链上下游 协作，累计培育国家级先进制造业集群41家、战略性新兴产业集群30家，分别占全国的51%和45%。以 汽车产业为例，随着电动化、智能化技术加快变 ...

Core Viewpoint - GAC Group and Huawei Terminal signed a comprehensive cooperation framework agreement to jointly develop competitive smart mobility solutions by leveraging their strengths in electric vehicle manufacturing, operating systems, smart cockpits, and global services [1] Group 1: Partnership Details - The collaboration will focus on co-building the HarmonyOS ecosystem and joint innovation in AI technologies [1] - GAC Group plans to integrate its industry advantages and market demands with Huawei Terminal for multi-dimensional technology implementation and product innovation [1] Group 2: Product Development - GAC's models, including the A800, M8, and S9, will feature Huawei's advanced driving and smart cockpit technologies [1] - The partnership aims to enhance the smart cockpit experience by deepening the integration of the Xiaoyi intelligent system, creating a new generation of smart cockpits with improved perception and interaction capabilities [1] Group 3: Market Strategy - GAC Group intends to develop tailored applications and services in collaboration with Huawei to enrich the smart mobility experience under the HarmonyOS ecosystem [1] - The partnership will accelerate GAC's expansion into the overseas smart mobility market [1]

Core Insights - The 2025 new energy vehicle market has shown a stark polarization, with new players like "Honglingmi" (Hongmeng Zhixing, Leap Motor, Xiaomi) rapidly gaining market share while established companies face significant challenges [1][21] - The competition has intensified, leading to a survival battle among companies, with some thriving in the growing market while others struggle in the existing market [1] Group 1: Performance of New Players - "Honglingmi" has collectively disrupted the previous market structure dominated by "Weilai, Xiaopeng, and Ideal," reshaping the competitive landscape [2] - Leap Motor emerged as the biggest dark horse, achieving a delivery volume of 596,600 units in 2025, setting a new record for new energy vehicle sales [2][3] - Xiaomi's automotive division delivered over 410,000 units in its first full year, exceeding its annual target by 117% [4] Group 2: Strategies and Challenges - Leap Motor's success is attributed to its long-term commitment to in-house research and development, achieving a gross margin of 14%-15% while maintaining affordable pricing [3] - Xiaomi's strategy leverages its consumer electronics user base and aims to create an integrated ecosystem, although it faces challenges related to brand perception and safety incidents [6] - Leap Motor plans to achieve a sales target of 4 million vehicles by 2026, marking a significant ambition for future growth [3] Group 3: Struggles of Established Players - The former "big three" of new energy vehicles, "Weilai, Xiaopeng, and Ideal," are undergoing painful transformations, with Weilai and Ideal failing to meet their annual sales targets [7][13] - Xiaopeng has shown resilience, achieving a sales volume of 429,400 units in 2025, becoming the only one among the three to meet its annual target [8] - Weilai has shifted its focus back to core automotive operations, successfully launching popular models like the L90 and ES8 [12] Group 4: Market Exit and Revival Attempts - Neta Auto has faced severe challenges, entering bankruptcy restructuring due to operational failures and market competition [16][17] - WM Motor has announced a five-year restructuring plan but faces skepticism regarding its financial stability and ability to execute its revival strategy [18] - High-end brands like HiPhi and Jidu are struggling with funding and operational challenges, with their revival efforts facing significant obstacles [19][20] Group 5: Future Outlook - The competition in the new energy vehicle market is expected to intensify, with a focus on systemic capabilities becoming crucial for survival [21] - Companies that can balance technology development, product iteration, financial reserves, and operational efficiency will be better positioned in this competitive landscape [21]

Core Insights - The automotive industry is experiencing a dichotomy between companies focusing on volume, like BYD, and those emphasizing quality, like Seres [1] - BYD's total sales in 2025 reached 4.6 million units, a year-on-year increase of 7.73%, with the Ocean and Dynasty series contributing 88% of total sales [1] - Seres' new car deliveries exceeded 420,000 units in 2025, marking a 9.25% year-on-year growth [1] Financial Performance - BYD's cumulative global sales for the first three quarters of 2025 reached 3.26 million units, up 18.64% year-on-year, with revenue of 566.27 billion yuan, a 13% increase, and a net profit of 23.33 billion yuan, down 7.55% [3] - In comparison, Seres sold 340,700 units in the first three quarters, with a year-on-year decline of 3.82% in new energy vehicle sales, generating revenue of 110.53 billion yuan and a net profit of 5.31 billion yuan, up 31.56% [3][6] Market Dynamics - BYD earns approximately 7,157 yuan per vehicle sold, while Seres earns about 15,591 yuan, indicating a significant difference in profitability per unit sold [6] - The high-end model "Wenjie" contributes 90% of Seres' revenue, highlighting the importance of premium offerings in the current market landscape [6] Consumer Behavior - Price sensitivity has been a primary driver for consumers in the electric vehicle market, with many opting for brands like BYD and Seres based on affordability [7][8] - The perception of value for money has become a key factor in consumer decision-making, as seen in the experiences of buyers who prioritize cost-effectiveness [8] Competitive Landscape - Brands like BYD and Seres are attempting to penetrate the high-end market, but face challenges in shifting consumer perceptions from low-cost to high-value offerings [15][18] - The strategy of simply increasing product specifications without addressing brand perception and service quality has proven ineffective in the high-end segment [18] Strategic Insights - Successful high-end brands like NIO and Wenjie have established a comprehensive value system that goes beyond product specifications, focusing on quality, service, and user experience [21][24] - The automotive industry is witnessing a shift where consumers are increasingly prioritizing quality and reliability over low prices, indicating a potential challenge for brands that rely heavily on cost competitiveness [27][29] Future Outlook - For brands like BYD to succeed in the high-end market, they must resolve the conflict between their low-cost heritage and the demands for high-end value, transitioning from a focus on selling products to selling value [29]

据新华社，中共中央政治局常委、国务院总理李强1月3日至5日在广东调研。他强调，迈入新的一年，要深入贯彻习近平总书记在中央经济 工作会议上的重要讲话精神，紧紧围绕推动高质量发展这个主题，牢记在全国发展大局中的使命，厚植创新发展优势，勇立改革开放潮头， 只争朝夕做好经济社会发展各项工作，奋力实现"十五五"良好开局。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新材料、生物医药等领域研发进展，察看比 亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的关键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤 港澳大湾区优势集聚创新资源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳蛇口邮轮母港直升机场和 机器人谷，了解低空经济发展情况，观看机器人企业产品演示，细致询问企业技术转化应用、产业集群发展等方面情况。李强指出，科技的 生命在于应用，要进一步完善产业生态，培育拓展应用场景，探索有效的经营模式，推动机器人、无人机等新技术新产品在扩大 ...

Group 1 - The 2026 model of Xiaopeng P7+ has successfully completed trial production at the Graz factory in Austria, which is known for its century-long manufacturing experience and has produced over 3 million vehicles [1] - The new Xiaopeng P7+ will adopt global production and safety standards, with a launch date set for January 8 in China and January 9 in Europe [1] - Xiaopeng aims to enhance its international strategy with the P7+ and G7 models, which will feature extended-range powertrains and upgraded second-generation VLA driver assistance systems, achieving a computing power of 2250 TOPS [1] Group 2 - The Chinese electric vehicle industry has made significant advancements in technology research, industrial chain support, and large-scale application over the past decade [2] - Chinese automotive companies are shifting from a focus on sales volume to quality improvement, emphasizing brand building, technology accumulation, and user experience during their globalization efforts [2] - Xiaopeng is committed to localizing its operations overseas, particularly in Southeast Asia and Europe, by developing local production projects and expanding its sales and service networks [2]