销售顾问陈瑞说："促消费政策给市场注入了更多活力。2026年'两新'政策优化实施，我们的服务重点 是帮客户'算清账''跑流程'，确保每位消费者都能清清楚楚、顺顺利利拿到所有优惠，让买车这件大事 更省心、更划算。"（记者 王欣悦） 提车后，他通过指定平台上传旧车交易凭证、新车购车发票等材料，1.7万元的政府补贴资金直接打入 个人账户，"申领流程很便捷。" 阿维塔中心（重庆渝南大道店）总经理宋丽伟介绍，门店通过各类活动挖掘换新需求，2025年累计销售 车辆1311台，销售额超3亿元，同比增长约40%。 "算下来一共省了3.6万元！"前段时间，重庆市民谢先生购入一款定价为21.99万元的新能源汽车，叠加 多重补贴，最终到手价格为18.39万元。 这次让谢先生决定购车的，是密集推出的促消费政策。2025年，重庆市推进消费品以旧换新工作，对个 人消费者置换购车给予最高1.5万元定额补贴，巴南区在此基础上推出区级叠加购车补贴。 "厂家优惠1万元、保险补贴6000元、店面优惠3000元，付款时直接减免。"谢先生算了一笔账，"还能申 请1.5万元置换补贴以及区级2000元专项补贴。" 《人民日报》（2026年01月05日05 ...

招商中证2000指数增强A（019918）基金经理为王平、刘浒。 截至发稿，王平累计任职时间15年202天，现任基金资产总规模212.47亿元，任职期间最佳基金回报 279.76%， 任职期间最差基金回报-70.61%。 1月5日，富特科技涨5.09%，截至发稿，报42.15元/股，成交1.38亿元，换手率3.10%，总市值65.51亿 元。 资料显示，浙江富特科技股份有限公司位于浙江省湖州市安吉县递铺街道文昌路505号，成立日期2011 年8月10日，上市日期2024年9月4日，公司主营业务涉及新能源汽车高压电源系统研发、生产和销售业 务的国家级高新技术企业。主营业务收入构成为：新能源车载产品95.68%，技术服务2.45%，新能源非 车载产品1.69%，其他0.18%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓富特科技。招商中证2000指数增强A（019918）三季度持有股数 27.26万股，占基金净值比例为0.61%，位居第六大重仓股。根据测算，今日浮盈赚取约55.62万元。 招商中证2000指数增强A（019918）成立日期2024年1月2日，最新规模5.73亿。今年以来收益49.1% ...

每经AI快讯，1月5日，港股新能源汽车股午后持续走低，佑驾创新跌超8%，蔚来-SW跌超6%，小鹏汽 车-W、长城汽车跌超5%，零跑汽车、小米集团-W、比亚迪股份纷纷下挫。 ...

1月5日，极氪汽车正式公布旗下全新旗舰SUV的命名为"极氪8X"，同时发布新车轻伪装亮相视频。 据了解，极氪8X与极氪9X同为浩瀚超级电混SEP架构的旗舰车型，9X上的900伏三电机兆瓦电驱，超快 充大电池，48伏主动稳定杆等核心配置，都有望搭载到极氪8X上。 责任编辑：李昂 1月5日，极氪汽车正式公布旗下全新旗舰SUV的命名为"极氪8X"，同时发布新车轻伪装亮相视频。 据了解，极氪8X与极氪9X同为浩瀚超级电混SEP架构的旗舰车型，9X上的900伏三电机兆瓦电驱，超快 充大电池，48伏主动稳定杆等核心配置，都有望搭载到极氪8X上。 预计2026年上半年正式上市，起售价或达40万元。 预计2026年上半年正式上市，起售价或达40万元。 责任编辑：李昂 ...

同花顺数据显示，上周（12月29日-12月31日，下同），新能源汽车指数（885431.TI）周内上涨0.52%，跑赢沪深300指数1.11%。其中，汽车相关板块中表 现最好的是电机Ⅲ指数（884085.TI），周涨幅为4.21%。新能源车电池相关板块中表现最好的是换电概念指数（885938.TI），周涨幅为0.28%。 2.上市公司一周（12月29日-12月31日）行情梳理 行情回顾 1.新能源汽车相关板块一周行情梳理 新能源整车 | 代码 | 证券名称 | 收盘价(元) | | --- | --- | --- | | 600418.SH | 江淮汽车 | 49.5 | | 601127.SH | 赛力斯 | 120.96 | | 601238.SH | 广汽集团 | 8.16 | | 601633.SH | 长城汽车 | 22.63 | | 600733.SH | 北汽蓝谷 | 8.03 | | 000625.SZ | 长安汽车 | 11.86 | | 002594.SZ | 比亚迪 | 97.72 | | 000572.SZ | 海马汽车 | 8.16 | | 电机电控 | | --- | | 代码 | ...

1. Report Industry Investment Rating - No relevant information provided in the document. 2. Core Viewpoints - In January 2026, the destocking pace slowed down, and both supply and demand weakened. The market will shift from destocking to inventory accumulation, with an estimated inventory increase of at least about 5,000 tons. The fundamental weakening is expected to have a phased negative impact on prices. However, due to the current inventory structure and the medium - to - long - term bullish trading logic for lithium prices, there will still be restocking demand when prices fall [4]. 3. Summary According to the Table of Contents 3.1 Price - The monthly main contract of lithium carbonate rose 26%, and the prices across the industry chain strengthened. For example, the closing price of the main contract of lithium carbonate futures increased from 96,420 yuan/ton on November 28, 2025, to 121,580 yuan/ton on December 31, 2025, with an increase of 25,160 yuan/ton [5][6]. 3.2 Inventory - The weekly social inventory of lithium carbonate decreased by 168 tons to 109,605 tons. Specifically, downstream inventory decreased by 894 tons to 38,998 tons, inventory in other links increased by 910 tons to 52,940 tons, and upstream inventory decreased by 184 tons to 17,667 tons [4][5][19]. 3.3 Theoretical Delivery Profit and Import - Export Profit - The document presents charts of lithium carbonate import profit, theoretical delivery profit, theoretical delivery profit of lithium carbonate produced from lithium spodumene and lithium mica, and export profit of lithium hydroxide, etc., but no specific profit data is summarized [28][29]. 3.4 Production 3.4.1 Lithium Carbonate - Weekly production increased by 259 tons to 22,420 tons. Lithium spodumene - derived lithium production increased by 60 tons to 13,924 tons, lithium mica production increased by 70 tons to 2,936 tons, salt - lake lithium production increased by 70 tons to 3,145 tons, and recycled material - derived lithium production increased by 59 tons to 2,415 tons. In January 2026, the production of lithium carbonate is expected to decrease by 1.2% month - on - month to 97,970 tons, with salt - lake, mica, and recycled lithium production decreasing by 0.3%, 6.4%, and 7.4% respectively, and lithium spodumene - derived lithium production increasing by 0.7% [4][5][41]. 3.4.2 Ternary Materials - In January 2026, the production of ternary materials is expected to decrease by 4.43% month - on - month to 78,180 tons [4][5]. 3.4.3 Lithium Iron Phosphate - In January 2026, the production of lithium iron phosphate is expected to decrease by 10.03% month - on - month to 363,400 tons [4][5][72]. 3.4.4 Lithium Batteries - In January 2026, the production of ternary power batteries is expected to decrease by 6.15% month - on - month to 28.7 GWh, the production of lithium - iron power batteries is expected to decrease by 9.77% month - on - month to 90.01 GWh, and the production of lithium - iron energy - storage batteries is expected to increase by 0.99% month - on - month to 63.15 GWh [4][5][81]. 3.5 Terminal 3.5.1 New Energy Vehicles - The Passenger Car Association expects that the auto market will have a good start in January 2026. New energy vehicles are expected to have a slight increase of 5% in the first quarter, but a 36% decrease compared to the fourth quarter of 2025 [4][5][86]. 3.5.2 Energy Storage - The document presents charts of energy - storage battery capacity, start - up rate, bidding, winning bids, and installation, but no specific summarized data is provided [89][90]. 3.6 Supply - Demand Balance - The document presents charts of the monthly supply - demand balance of lithium carbonate and lithium ore, but no specific summarized balance data is provided [91][92]. 3.7 Options - The document presents charts of historical volatility, historical volatility cone, and the put - call ratio of option trading volume and open interest of lithium carbonate closing prices, but no specific summarized data is provided [93][95][96].

1.开业不到半年，特斯拉餐厅客流锐减、明星主厨离职 据报道，开业还不到半年，埃隆・马斯克旗下的特斯拉餐厅就已门可罗雀。曾经提供爆米花的擎天柱 （Optimus）机器人不见了，以"肉食饮食法"为灵感打造的"招牌培根"也下架了，昔日绕着街区排起的、动 辄上百人等候数小时的长队更是消失无踪。 点评：跨界餐饮水土不服，硅谷模式难破传统壁垒。 2.理想汽车获批注册100亿元债务融资工具 2026年1月4日，中国银行间交易商协会公告，接受理想汽车债务融资工具注册，金额为100亿元，注册额度 自2025年12月3日起2年内有效，由中国银行和中金公司联席主承销。理想汽车在注册有效期内可分期发行 超短期融资券、短期融资券、中期票据、永续票据、资产支持票据、绿色债务融资工具等产品，也可定向 发行相关产品，每期发行时应确定当期主承销商、发行产品、发行规模、发行期限等要素。 点评：理想汽车百亿融资夯实资金护城河。 3.国行版AI上线了？苹果回应 台积电等半导体制造商纷纷在美设厂的重要原因在于规避地缘政治风险，但它们也不得不接受运营成本上 升带来的挑战。据分析师Jukan在X平台上分享的SemiAnalysis汇总数据显示，台积电在美 ...

Core Viewpoint - The sales performance of new energy vehicle (NEV) brands, including NIO, Tesla, and Zeekr, remains strong despite upcoming policy changes regarding purchase tax and subsidies in 2026 [3][4][5] Group 1: Sales Performance - NIO's store in Shanghai experienced high customer traffic and demand for test drives during the New Year holiday, indicating robust consumer interest [1] - Other new energy vehicle brands, such as Tesla and Zeekr, also reported increased customer flow during the same period, suggesting a general trend across the industry [3] Group 2: Policy Changes - In 2026, two significant policy changes will affect the NEV market: the reduction of the vehicle purchase tax from full exemption to a 5% rate, and a shift in subsidy structure from fixed amounts to percentage-based subsidies [3] - Despite these changes, sales data from the New Year period indicate that the impact on market sales has been limited, as many new energy vehicles fall within the price range that still qualifies for full subsidies [3] Group 3: Manufacturer Responses - NIO has introduced a subsidy of 2,000 yuan to offset the increased purchase tax for its models, such as the Firefly priced at 119,800 yuan [4] - Zeekr has implemented a direct price reduction strategy to counteract the tax increase, offering significant discounts on tax payments [4] - Xiaomi Auto is focusing on attractive financing options, particularly for SUV models, to mitigate the impact of the new tax policy [4] Group 4: Market Coverage - Over 20 car manufacturers, including major players like Li Auto, NIO, and Zeekr, have adopted purchase tax "safety net" policies to support consumers [5] - Tesla, while a leading player in the NEV market, has not introduced any such measures, yet its sales performance remains unaffected during the holiday period [5]

智通财经1月5日讯（记者 梁柯志）开业不久的兴业银行金融资产投资公司（简称兴银投资）披露最新 经营数据。 智通财经记者获悉，作为全国首家获批筹建并获批开业的股份制银行系AIC，自2025年11月16日揭牌运 营至12月31日，兴银投资开业45天累计投放规模已超过60亿元。此前，2025年11月21日开业的招银金融 资产投资有限公司（简称招银投资）亦在开业一个月内落地首单直投项目，参与长安汽车旗下深蓝汽车 增资扩股，单笔投资5亿。 从已披露的项目情况看，股份制银行AIC在业务启动节奏、投向行业及项目形态上，呈现出与国有大行 AIC不同的特征。 1月5日，北京某大型券商银行业分析师对智通财经表示，大行AIC此前以战略传统领域和重资产行业为 主，目前兴业和招商的投向明显以科技领域，投早投小为主，看来股份行AIC已经主动选择与大行的差 异化定位。 股份行AIC"狼性"初现，开业即抢占新产业项目 根据兴业银行披露的信息，兴银投资围绕传统产业"智改数转"和新兴产业"聚链成群"开展市场化债转股 业务。截至2025年12月31日，资金主要投向半导体、光伏、锂矿、工程塑料等新能源、新材料相关产 业， 对于下一步发展，兴银投资公 ...

Core Viewpoint - The article discusses the impact of new policies on the electric vehicle (EV) market in China, highlighting that despite changes in tax incentives and subsidies, consumer demand remains strong, as evidenced by high foot traffic in EV showrooms during the New Year holiday [5][6]. Group 1: Market Demand - NIO's showroom in Shanghai experienced high customer traffic and test drive requests during the New Year holiday, indicating robust consumer interest in EVs [3][5]. - Other new energy vehicle brands, including Tesla and Zeekr, also reported increased customer flow, suggesting a general trend of strong demand across the sector [5]. Group 2: Policy Changes - In 2026, two significant policy changes were introduced: the reduction of the new energy vehicle purchase tax from full exemption to a 5% rate, and a shift in subsidy structure from fixed amounts to a percentage of vehicle price [5][6]. - Despite these changes, many new energy vehicle sales representatives indicated that the impact on sales was limited, as many vehicles priced above 16.67 million yuan still qualify for full subsidies [5][6]. Group 3: Manufacturer Responses - NIO has implemented a 2,000 yuan subsidy to offset the increased purchase tax for consumers, demonstrating proactive measures to maintain sales [6]. - Zeekr has introduced direct price reductions to counteract the tax changes, while other brands like Xiaomi are offering attractive financing options to enhance vehicle affordability [7]. - Over 20 manufacturers, including NIO, Li Auto, and Changan, have adopted purchase tax "safety net" policies to mitigate the impact of the new tax regulations [7]. Group 4: Tesla's Position - Tesla, despite being a leading player in the EV market, has not introduced any "safety net" policies in response to the new tax regulations, yet its sales performance remains strong, with no decline in customer traffic reported during the holiday period [7].