炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：数读社 在剧烈变化的市场中，车企并没有太多时间沉浸在过去的成绩或教训中，只能继续不停奔跑。从单一产 品线跑向全产品线，从国内市场，跑向全球市场。 作者 | 老 牛 编辑 | 金 晓 2020年，比亚迪卖了42.6万台车，放到2025年，要排到小鹏之后。 短短5年，比亚迪的销量猛增到454.5万台，复合增长率高达60%。 可即便如此快速的增长，比亚迪仍然迎来了最具焦虑感的一年，不但没能完成业绩指标，还被吉利、上 汽、奇瑞、长安等车企疯狂追赶。 这是2025年的一个真实写照，在激荡的竞争中，中国车企正在完成走向全球前的最后积累。 #1 12月短暂回调 Business Data Analysis 政策鼓励还在延续。临近年末，多地仍然在追加汽车销售的补贴，广东、江苏、浙江、湖北、安徽、四 川、山东等地进行了消费补贴，总金额超11亿元。 不过，经过长时间的狂奔，12月车企销量进入到短暂的盘整期。 | | 12月 | 合计 | 环比 | 同比 | | --- | --- | --- | --- | --- | | 比亚速 | 414784 ...

通讯员刘丹齐鲁晚报.齐鲁壹点闫丽君 12月18日，从烟台市公安局获悉，近日，烟台公安历时四个月，打掉一个炒作新能源汽车负面信息的团伙，一举抓获12人、查扣资金百万、关停账号8000 余个。 在初步掌握犯罪事实后，烟台市公安局成立专案组展开攻坚。经进一步侦查，发现该团伙利用技术工具抓取"小米""华为""理想"等关键词，借助人工智能 技术批量生产低质、雷同的"网络垃圾"，其目的仅仅是为了赚取平台流量带来的收益。 为固定证据，专案组以犯罪团伙操控的海量虚假账号为突破口，层层梳理、抽丝剥茧，深入分析各类网络信息8万余条，循线核查资金流水10万余条，全 面厘清该团伙的组织架构、人员分工和完整作案流程。 在牢牢掌握证据后，专案组于烟台、聊城两地同步收网，成功抓获12名犯罪嫌疑人，查扣涉案资金100余万元，关停违法网络账号8000余个，实现了对这 一新型"网络水军"犯罪团伙的全链条、穿透式打击。 今年7月份以来，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称：某平台集中涌现大量针对其汽车品牌的负面文章。这些内容呈现出高度的组织 化特征：有的串联炒作、歪曲解读，对企业进行恶意诋毁；有的伪装身份、虚构场景，冒充消费者发布不实 ...

今年7月份以来，小米公司、华为鸿蒙智行、理想汽车等企业先后报警称"某平台集中涌现大量针对其汽车品牌的 负面文章"。 接警后，烟台公安展开侦查。办案人员对平台上3000余条负面文章逐一甄别后，发现均出自一批注册时间短、活 跃度异常、IP地址分散的账号，背后存在明显的产业化运作痕迹，疑似"网络水军"有预谋地进行炒作引流并牟 利。 在初步掌握犯罪事实后，烟台市公安局成立专案组，经进一步侦查，发现该团伙利用技术工具抓取"小米""华 为""理想"等关键词，借助人工智能技术批量生产低质、雷同的"网络垃圾"，其目的仅仅是赚取平台流量带来的收 益。 为固定证据，专案组以犯罪团伙操控的海量虚假账号为突破口，深入分析各类网络信息8万余条，循线核查资金流 水10万余条，全面厘清该团伙的组织架构、人员分工和完整作案流程。在掌握证据后，专案组于烟台、聊城两地 同步收网，成功抓获12名犯罪嫌疑人，查扣涉案资金100余万元，关停违法网络账号8000余个，实现了对这一新 型"网络水军"犯罪团伙的全链条、穿透式打击。 今天(12月18日)，南都N视频记者从烟台公安局获悉，烟台公安历时四个月，打掉一个炒作新能源汽车负面信息的 团伙，一举抓获12 ...

来源：烟台公安 长安街知事 2月17日，"烟台公安"微信公众号发布消息，近日，烟台公安历时四个月，打掉一个炒作新能源汽 车负面信息的团伙，一举抓获12人、查扣资金百万、关停账号8000余个。 烟台公安办案人员对平台上3000余条负面文章逐一甄别后，发现均出自一批注册时间短、活跃度异常、 IP地址分散的账号，背后存在明显的产业化运作痕迹， 疑似"网络水军"有预谋地进行炒作引流并牟 利。 今年7月份以来， 小米公司、华为鸿蒙智行、理想汽车等企业先后报警称 ：某平台集中涌现大量针对其 汽车品牌的负面文章。这些内容呈现出高度的组织化特征：有的串联炒作、歪曲解读，对企业进行恶意 诋毁；有的伪装身份、虚构场景，冒充消费者发布不实体验；更有甚者，通过搬运洗稿、批量炮制，将 个别问题放大渲染，甚至剪辑成短视频广泛传播，严重侵害企业品牌声誉，扰乱正常生产经营秩序。 图源：烟台公安 经进一步侦查，烟台公安发现该团伙利用技术工具抓取"小米""华为""理想"等关键词，借助人工智能技 术批量生产低质、雷同的"网络垃圾"，其目的仅仅是为了赚取平台流量带来的收益。 为固定证据，专案组以犯罪团伙操控的海量虚假账号为突破口，层层梳理、抽丝剥茧 ...

Core Viewpoint - A criminal group has been manipulating over 8,000 accounts to spread negative information about companies like Xiaomi, Huawei, and Li Auto, primarily to generate revenue from platform traffic [1][2]. Group 1: Criminal Activities - Since July, companies such as Xiaomi, Huawei, and Li Auto reported a surge in negative articles targeting their brands, indicating a highly organized effort to defame them [1]. - The negative content includes fabricated consumer experiences and exaggerated issues, significantly harming the companies' reputations and disrupting their operations [1][5]. - Investigators identified over 3,000 negative articles linked to accounts with short registration times, unusual activity levels, and dispersed IP addresses, suggesting a systematic operation by a "network water army" [5][7]. Group 2: Law Enforcement Actions - A special task force was established by the Yantai Public Security Bureau to tackle the issue, leading to the arrest of 12 suspects and the seizure of over 1 million yuan in illicit funds [2][7]. - The operation resulted in the shutdown of more than 8,000 illegal online accounts, marking a comprehensive crackdown on this new type of "network water army" criminal group [2][7]. - The task force analyzed over 80,000 pieces of online information and traced over 100,000 financial transactions to clarify the group's structure and operational processes [7].

Core Insights - The automotive market in Cangzhou has seen a significant reduction in promotional discounts during the National Day and Mid-Autumn Festival compared to previous years, indicating the effectiveness of measures against "involution" competition [2][5] - There is a notable increase in demand for new energy vehicles (NEVs) in Cangzhou, with sales of specific models like the Haobo HL and Geely Xingyuan rising during the holiday period [5][6] Promotional Strategies - Several automotive brands, including Li Auto and Xpeng, announced special promotional policies for the National Day, offering cash subsidies and trade-in incentives, but actual consumer savings were only around 2,000 to 3,000 yuan [5][6] - Sales personnel have shifted their focus from price discounts to emphasizing policy changes, such as the expiration of tax exemptions and adjustments in national subsidies, encouraging consumers to purchase vehicles before these changes take effect [6][7] New Energy Vehicle Demand - The demand for NEVs has surged in Cangzhou, with sales personnel reporting increased interest and sales without significant discounts, relying instead on manufacturer policies like free charging and maintenance [5][6] - The sales strategy has adapted to highlight the urgency of purchasing NEVs before the potential increase in costs due to policy changes, such as the end of full exemption from vehicle purchase tax [6][7] Policy Changes and Consumer Behavior - The vehicle purchase tax exemption for NEVs is set to continue until the end of 2027, with specific conditions for tax reductions in subsequent years [7] - Consumers are encouraged to act quickly to secure government subsidies through a "first come, first served" model, with limited availability of qualification vouchers for trade-ins [10][11] - Recent changes in the application process for vehicle scrapping and trade-in subsidies have been implemented, requiring consumers to obtain qualifications before applying for subsidies [12]