新浪科技讯 1月1日晚间消息，近日有传闻称，追觅与奇瑞汽车就捷途旅行者车型达成战略合作签约。 奇瑞方面对此予以否认，称双方并未进行合作签约。 此前有报道称，追觅造车目前最主要合作伙伴是奇瑞，双方合作车型为捷途纵横G700，第一款车预计 大概2026年第一季度会推出。 2025年8月，追觅宣布进军造车领域，首款超豪华纯电产品对标布加迪威龙，计划于2027年正式亮相。 此前有报道称，追觅造车目前最主要合作伙伴是奇瑞，双方合作车型为捷途纵横G700，第一款车预计 大概2026年第一季度会推出。 2025年8月，追觅宣布进军造车领域，首款超豪华纯电产品对标布加迪威龙，计划于2027年正式亮相。 责任编辑：张恒星 责任编辑：张恒星 新浪科技讯 1月1日晚间消息，近日有传闻称，追觅与奇瑞汽车就捷途旅行者车型达成战略合作签约。 奇瑞方面对此予以否认，称双方并未进行合作签约。 ...

2026.01. 01 本文字数：411，阅读时长大约1分钟 作者 | 第一财经 徐艺航 2025年12月31日，一张奇瑞汽车（09973.HK）董事长尹同跃和追觅陈龙冬的合影在网络上流传。 有消息人士称，当天下午，在尹同跃的见证下，追觅与奇瑞汽车就捷途旅行者车型达成战略合作签 约。 2026年1月1日，奇瑞方面再次向第一财经否认了与追觅合作的传闻，并称："双方确认并未进行合 作签约"。 此前，12月29日，奇瑞方面已向第一财经辟谣了关于追觅与奇瑞合作的传闻。详情请见此前报道： 奇瑞回应与追觅合作传闻 追觅汽车官方账号 > 视频号:追觅汽车 3个朋友关注 已关注公众号 发消息 已无更多订阅消息 微信编辑 | 七三 数据显示，陈龙冬为星宸未来（苏州）汽车科技有限公司和法定代表人，该公司注册成立于今年6 月，注册资本为5000万人民币，正是"追觅汽车"公众号的运营主体，账号介绍为"追觅汽车官方账 号"。 追觅汽车 星宸未来(苏州)汽车科技有限公司 ♥ 江苏 苏州 011 DIALITIC THERE I akat E lll ○ C 1 FOR 2018 上海广播电视台 (5 P./ (1) 第 一 财 经 持 ...

奇瑞再次辟谣。 2025年12月31日，一张奇瑞汽车（09973.HK）董事长尹同跃和追觅陈龙冬的合影在网络上流传。有消息人士称，当天下午，在尹同跃的见证下，追觅与奇 瑞汽车就捷途旅行者车型达成战略合作签约。 2026年1月1日，奇瑞方面再次向第一财经否认了与追觅合作的传闻，并称："双方确认并未进行合作签约"。 此前，12月29日，奇瑞方面已向第一财经辟谣了关于追觅与奇瑞合作的传闻。详情请见此前报道：奇瑞回应与追觅合作传闻 (yicai.com) ☏ 已关注 天眼查数据显示，陈龙冬为星宸未来（苏州）汽车科技有限公司和法定代表人，该公司注册成立于今年6月，注册资本为5000万人民币，正是"追觅汽车"公 众号的运营主体，账号介绍为"追觅汽车官方账号"。 ...

近日，继奇瑞汽车股份有限公司2016年荣获"安徽省政府质量奖"、2025年获得第五届"中国质量奖提名奖"之后，奇瑞商用车（安徽）有限公司、奇瑞汽车股 份有限公司董事长尹同跃，双双荣获2025年"安徽省政府质量奖"。这是"品质奇瑞"再次获得权威认可，持续彰显其在质量建设方面的标杆地位。 奇瑞集团始终坚持"所见之处是用心，未见之处是良心"的造车理念，将品质视为企业的生命线，"品质奇瑞"已逐步成为深入人心的品牌标识。在J.D. Power 2025年中国市场研究中，奇瑞一举包揽新车质量研究（IQS）、销售服务满意度（SSI）、售后服务满意度指数（CSI）、产品魅力指数（APPEAL）、车辆 可靠性（VDS）等研究自主品牌第一，成为行业唯一的自主"五冠王"。在2025中国汽车工业质量大会上，奇瑞独揽18项行业权威大奖，在获奖总数、创新技 术认可度等关键维度均位列榜首。截至目前，奇瑞累计已有56款车型获得中国、欧洲、澳洲、东盟等全球主流市场的五星安全认证，数量居中国品牌第一。 J.D.Power为奇瑞颁奖 | 奖项 | 序号 | | | --- | --- | --- | | 汽车工业巅峰奖-年度创新技术奖 | 1 | ...

Core Insights - The article provides an overview of new vehicle launches scheduled for November 2025, highlighting various manufacturers and their respective models, specifications, and market segments. Group 1: Manufacturer Launches - Changan Lincoln is set to launch the Navigator on November 21, 2025, positioned as a B SUV with a starting MSRP of 326,800 CNY [2][6]. - GAC Aion will introduce the Wu Bo SSR on November 22, 2025, classified as a COUPE with a starting MSRP of 1,486,000 CNY [2][14]. - Chery Automobile will release the Jetour Traveler on November 25, 2025, categorized as an A SUV with a starting MSRP of 191,900 CNY [2][22]. - Beijing Benz will launch the Mercedes EQE on November 26, 2025, in the C NB segment with an MSRP range of 478,000 to 627,000 CNY [2][30]. - FAW-Volkswagen will debut the Volkswagen Magotan on November 26, 2025, in the B NB segment with an MSRP range of 179,900 to 246,900 CNY [2][35]. - Leap Motor will introduce the Lafa5 on November 27, 2025, classified as an A HB with an MSRP range of 97,800 to 121,800 CNY [2][44]. - Geely Automobile will launch the Geely Haoyue L on November 27, 2025, positioned as a B SUV with an MSRP range of 99,900 to 129,900 CNY [2][52]. Group 2: Vehicle Specifications - The Changan Lincoln Navigator features a 2.0T engine, 8AT transmission, and dimensions of 4,908mm x 1,952mm x 1,717mm with a wheelbase of 2,900mm [6]. - The GAC Aion Wu Bo SSR is equipped with a pure electric engine, EVT transmission, and dimensions of 4,556mm x 1,988mm x 1,230mm with a wheelbase of 2,650mm, offering a range of 506 km [14]. - The Chery Jetour Traveler has a 2.0T engine, DCT7 transmission, and dimensions of 4,795mm x 2,006mm x 1,880mm with a wheelbase of 2,800mm [22]. - The Mercedes EQE features a pure electric engine, EVT transmission, and dimensions of 4,969mm x 1,906mm x 1,514mm with a wheelbase of 3,120mm, providing a range of 681 km [30]. - The Volkswagen Magotan offers a 1.5T engine and 2.0T engine options with DCT7 transmission, dimensions of 4,990mm x 1,854mm x 1,487mm, and a wheelbase of 2,871mm [35]. - The Leap Motor Lafa5 is powered by a pure electric engine with EVT transmission, dimensions of 4,430mm x 1,880mm x 1,520mm, and a wheelbase of 2,735mm, with ranges of 515 km and 605 km [44]. - The Geely Haoyue L features 1.5T and 2.0T engine options with DCT7 transmission, dimensions of 4,865mm x 1,910mm x 1,770mm, and a wheelbase of 2,825mm [52].

Core Viewpoint - The Chinese off-road market is undergoing a significant transformation, evolving from a niche hobby for enthusiasts to a mainstream choice for millions of families, with total sales of off-road vehicles expected to exceed 1.1 million units in 2024, representing a 63% year-on-year growth [1][2]. Group 1: Market Dynamics - The demand for off-road vehicles is driven by multiple social needs, including the upgrading of automotive consumption, the introduction of intelligent technologies that lower the entry barrier for new drivers, and a post-pandemic desire for adventure and exploration [2][3]. - The industry faces challenges due to a lack of standardized performance evaluation, leading to consumer confusion between different vehicle types and their capabilities, particularly in extreme conditions [3][4]. Group 2: Safety Concerns - There is a significant gap in drivers' understanding of their driving abilities, vehicle performance limits, and terrain assessment, contributing to safety risks in off-road driving [3][4]. - The absence of graded and managed off-road environments has resulted in dangerous situations, as seen in recent accidents where inexperienced drivers ventured into high-risk areas without proper guidance [3][4]. Group 3: Industry Standards and Initiatives - Great Wall Motors is attempting to establish a systematic understanding of off-road driving through three grading standards: off-road skills, off-road scenarios, and off-road products, but this alone is insufficient to change market perceptions [4][5]. - The launch of the "Off-Road Travel Compass" brand by Xiangyang Daan Automotive Testing Center aims to provide a structured evaluation system for vehicles, terrains, and driver skills, addressing key industry pain points and promoting safety [4][5]. Group 4: Cultural Shift - The standardization efforts are not meant to restrict freedom but to ensure safety and respect for life, emphasizing that true off-road enthusiasts prioritize preparation and safety over recklessness [5]. - The industry is at a critical juncture, transitioning from a focus on speed to quality, with the "Off-Road Travel Compass" representing a collective industry consensus on the importance of balancing adventure with safety [5].

Core Viewpoint - Chery Automobile's stock price surged by 4.66% to HKD 31.90, with a market capitalization of HKD 185.3 billion, reflecting positive market sentiment and a "buy" rating from Zhongtai Securities [1][3][10] Financial Performance - In the first three quarters, Chery achieved revenue of CNY 214.83 billion, a year-on-year increase of 17.94%, and a net profit of CNY 14.365 billion, up 28.01% [5] - Chery sold 2,007,768 vehicles in the first three quarters, marking a 14.5% increase year-on-year, with new energy vehicle sales reaching 587,545 units, a growth of 77.1% [5] Sales Growth - In October, Chery sold 281,161 vehicles, a 3.3% increase year-on-year, with new energy vehicle sales at 110,346 units, up 54.7%, achieving over 110,000 units in a single month for the first time [7] - From January to October, cumulative sales reached 2,288,929 vehicles, a 13% increase year-on-year, setting a record for the same period [7] Market Position and Strategy - Zhongtai Securities highlights Chery's strong export market presence and early mover advantage, anticipating simultaneous growth in volume and profit due to collaboration with Huawei and the orderly advancement of domestic new energy brands [3][9] - Chery's focus on understanding user needs beyond traditional metrics is seen as crucial for enhancing market share in a competitive landscape [9] Technological Advancements - Chery's new generation Kunpeng engine boasts a thermal efficiency of 48%, the highest globally for mass production, with production capacity expected to reach 1 million units by 2026 [19] - The company has introduced over ten leading technologies, including AI smart vehicle architecture and L4 autonomous driving capabilities, enhancing its competitive edge in the market [22] Future Outlook - Chery aims for further growth in sales, revenue, and net profit through strategies such as technology equity, model focus, export expansion, and brand collaboration [24] - The company’s sub-brands, including Jetour and iCAR, are expected to establish a foothold in the high-end personalized automotive market, potentially increasing profit margins [24]

Core Insights - The automotive industry is witnessing significant advancements in electric vehicles and autonomous driving technologies, with multiple companies showcasing new models and innovations at the 2025 Guangzhou Auto Show. Group 1: Financial Performance and Growth - Xiaoma Zhixing reported a total revenue of 181 million yuan for Q3 2025, marking a 72% year-on-year increase, with its Robotaxi business generating 47.7 million yuan, up 89.5% year-on-year [2] - XPeng Motors achieved a total delivery volume of approximately 116,000 vehicles in Q3 2025, a 149.3% increase year-on-year, with net losses narrowing by 78.9% to 38 million yuan [3] Group 2: New Product Launches - The MG brand unveiled its first mass-produced model equipped with a solid-liquid battery, set to be delivered in December at a promotional price of 99,800 yuan [4] - GAC's new energy heavy truck T9 was officially launched with a price of 439,900 yuan, targeting short-distance transportation scenarios [14] - The new generation Toyota Venza was launched with a starting price of 169,800 yuan, featuring a 2.0L hybrid version and advanced driving assistance systems [15] Group 3: Strategic Partnerships and Collaborations - Avita and Huawei announced a deepened strategic partnership, expanding their collaboration to include user insights, product development, and marketing, with plans to launch 17 products by 2030 [8] - Li Auto is enhancing its smart driving technology with the VLA driver model upgrade, which will include a new feature for automatic entry into charging stations [6][7] Group 4: Market Trends and Innovations - The "Robotaxi+" strategy was showcased by Huqi Chuxing, aiming to cover 100 core cities with a fleet of over 10,000 Robotaxis in the next five years [10] - Changan Automobile introduced a new safety value system, shifting from passive to proactive safety measures, encompassing various aspects of safety [9] - The introduction of AI virtual car exhibitions by Dongche Emperor aims to digitize offline sales costs and enhance automotive marketing experiences [11] Group 5: Competitive Landscape - The MPV market is seeing increased competition with multiple new entries, including the launch of the Galaxy V900 by Geely and the Lantu Dreamer [20][21] - The luxury segment is becoming more competitive, with brands like BYD's Yangwang and Lantu targeting high-end consumers with new models [19][18]

Investment Rating - The report suggests a positive outlook for the automotive industry, particularly focusing on technology-driven companies and the robotics supply chain [5][6]. Core Insights - The automotive sector is experiencing a rebound, with significant developments in the robotics industry and related companies. The report highlights the low expectations currently priced into the stocks of these companies, despite ongoing advancements in the industry [5][6]. - The report emphasizes the importance of technology and high-end products, predicting a substantial increase in demand for new B/C class vehicles, driven by changes in consumer habits and product competitiveness [6][7]. - The report identifies key players in the market, including NIO, Xiaomi, and XPeng, and suggests that companies with strong performance and low valuations, such as KOBODA and Xingyu, should be closely monitored [5][6]. Market Updates - According to the latest data from the China Passenger Car Association, the average daily retail sales of passenger cars in the second week of November were 67,000 units, a year-on-year decrease of 9% [5][6]. - The total transaction value in the automotive industry for the week was 421.1 billion yuan, reflecting an 18.56% decrease compared to the previous week [5][11]. - The automotive industry index closed at 7308.64 points, down 4.89% for the week, which is a larger decline compared to the Shanghai Composite Index [11][14]. Key Events - The Guangzhou Auto Show showcased a significant shift in the competitive landscape of the automotive industry, with over 20 brands absent, indicating increased pressure on weaker brands [8][10]. - The report notes that the focus of competition has shifted from individual models to technological ecosystems, with companies emphasizing their comprehensive capabilities in technology and supply chain integration [10][11]. Company Performance - The report highlights that 20 stocks in the automotive sector rose while 251 fell, with the largest gainers being Tianpu Co., Luochang Technology, and Zhejiang Rongtai, which saw increases of 14.7%, 8.1%, and 7.6% respectively [17][19]. - The report also mentions that the automotive industry’s price-to-earnings ratio stands at 27.25, ranking it 19th among all sectors, indicating a moderate valuation level [14][16]. Future Outlook - The report anticipates that the globalization of Chinese electric vehicles will accelerate, with expectations of nearly 10 million units sold overseas within five years [6][7]. - The report underscores the dual transformation of the automotive industry towards electrification and AI integration, predicting that AI will play a crucial role in enhancing driving experiences and operational efficiencies [7][8].

Core Viewpoint - The 23rd Guangzhou International Auto Show has opened, showcasing Chery Group's commitment to innovation and diverse vehicle offerings, including advanced hybrid and electric technologies [2] Group 1: Company Highlights - Chery Group presented 34 models, including the Zongheng G700, Fengyun T9L, and Jietu Traveler, highlighting its extensive product lineup [2] - The company introduced the C-DM6.0 high-efficiency hybrid engine, 2.0T range extender engine, and Rhino solid-state battery, emphasizing its focus on parallel oil and electric solutions [2]