2025年，随便刷一刷汽车新闻，就会发现大家讨论的焦点变了。以前，公众可能更关注发动机、百公里加速时间；而现在，电动隐藏式车门把手的是是 非非，动力电池新国标到底有多严，甚至电动汽车"反向送电"如何收益，这些关于具体部件、标准和模式的话题，频频冲上新闻热搜。 新的话题标签，其实都指向同一个大变化：汽车的核心竞争力正从传统的机械性能，转向是否足够"聪明"、足够安全，能否融入我们的生活与能源网络等方 面。细微和琐碎的零部件，开始成为搅动整个汽车产业变革的"风暴眼"。 本刊编辑部整理了2025年受到关注的8个零部件领域热词，希望能从这些具体的"小切口"入手，为读者呈现一幅汽车产业链正在发生的大变化。 大模型 2025年，AI大模型持续升温。VLA（视觉-语言-动作）模型、VLM（视觉语言大模型）与世界模型正与汽车产业形成深度协同，重塑智能汽车的感知、决策 与交互体系。同时，算力芯片的激烈竞争、电子电气架构向中央集中式的演进，以及"软件定义汽车"商业模式的成熟，共同为大模型上车铺平道路。 VLM的研发与应用，主要聚焦于智能座舱的升级，即通过整合OMS（车内乘员监测摄像头）、语音传感器等硬件数据，构建个性化用户服务体系 ...

2025年的欧洲街头，中国品牌电动车早就不是什么稀罕玩意儿了。 哪怕顶着高额关税的压力，中国电动车在欧洲的总销量还是几乎翻了一倍，实实在在上演了一场 "卖爆了"的戏码。 要知道欧洲可是汽车工业的老祖宗地盘，本土品牌横了上百年，能在这儿杀出一条血路，是真的让人刮目相看。 01 欧洲市场份额再创新高 罗兰贝格在《中国汽车产业全球化报告 2025》里说得很明白，现在全球汽车强国的终极 PK，说白了就是中、美、欧三大市场的正面刚。 而欧洲，正是中国车企全球化路上必须啃下来的硬骨头。 这里不但是全球第三大汽车消费市场，新能源需求还在疯狂爆发，更重要的是，作为汽车工业的发源地，欧洲的行业标准严到离谱，能在这儿站稳脚 跟，就等于拿到了全球认可的 "品质通行证"，彻底甩掉"廉价货"的标签。 2025年中国汽车在欧洲的表现，用数据说话才最有说服力。 研究机构 Dataforce的数据显示，2025年11月，中国品牌在欧洲电动车市场的份额冲到 12.8%，创了历史新高；混合动力车领域更猛，份额直接突 破13%。 英国市场的成绩尤其亮眼，据英国汽车制造商和贸易商协会统计，今年前 11个月，中国汽车品牌在英销量达到18.78万辆，是 ...

Investment Rating - The report maintains a "Positive" outlook on the basic chemical industry, particularly focusing on oxalic acid [5]. Core Insights - The demand for oxalic acid is expected to rise due to the growth in high-density lithium iron phosphate (LiFePO4) in the downstream market, presenting an upward opportunity for the industry [3][26]. - Key players in the oxalic acid market include Hualu Chemical (600426, Buy) and Wankai New Materials (301216, Buy), with other notable mentions being Xinjiang Tianye (600075, Not Rated), Fengyuan Co., Ltd. (002805, Not Rated), and Jinmei Technology (600844, Not Rated) [3][48]. Summary by Sections 1. Battery Leaders Increasing Investment in Oxalic Acid-Based High-Density LiFePO4 - The report highlights the strategic moves by leading battery manufacturers, such as CATL, to enhance their supply chain security for high-density LiFePO4, indicating a structural opportunity in the industry despite the overall market moving towards commoditization [12][8]. 2. Advantages of Oxalic Acid-Based LiFePO4 in High-Density Applications - Oxalic acid-based LiFePO4 demonstrates superior performance and process advantages, particularly in high-density applications, which are driven by the increasing demand for fast-charging and high-capacity energy storage solutions [16][22]. - The report notes that the demand growth rate for oxalic acid-based LiFePO4 is expected to surpass that of traditional LiFePO4, indicating a gradual increase in market penetration [16]. 3. Oxalic Acid Expected to Experience Upward Market Trends - The report anticipates a tightening supply-demand dynamic for oxalic acid, driven by its primary applications in rare earth, pharmaceuticals, and the rapidly growing renewable energy sector [26][27]. - The projected increase in production capacity for oxalic acid is limited in the near term, which is expected to contribute to a favorable market environment [39]. 4. Investment Recommendations - The report recommends investing in leading oxalic acid producers such as Hualu Chemical and Wankai New Materials, while also considering other related companies like Xinjiang Tianye and Jinmei Technology for their potential growth [3][48].

江西地区政策变动频出，碳酸锂情绪短期仍在延续 一、日度市场总结 碳酸锂期货市场数据变动分析 主力合约与基差 ：2025年12月19日，碳酸锂主力合约价格报111400元/ 吨，较前一日的106160元/吨大幅上扬5240元/吨，涨幅达4.94%。基差 为-11800元/吨，较前一日-7360元/吨走弱4440元/吨。 持仓与成交 ：主力合约持仓量小幅收缩，2025年12月19日为668829手，较 前一日672711手减少3882手，降幅0.58%。成交量同步收缩，2025年12月19 日报928963手，较前一日1013916手减少84953手，降幅8.38%。 产业链供需及库存变化分析 供给端 ：锂矿原料价格持续走高，2025年12月19日锂辉石精矿市场价报 10800元/吨，较前一日上涨595元/吨；锂云母精矿市场价报5565元/吨，上 涨390元/吨。碳酸锂产能利用率维持在83.52%，与前一周持平，显示生产 稳定。2025年12月19日枧下窝锂矿采矿项目公示引发市场供应担忧，但资 讯显示该项目此前已停止开采，实际供应影响有限；新项目如ABB支持的 Vulcan Energy项目处于建设阶段，短期投产 ...

主力合约与基差 ：2025年12月17日，碳酸锂主力合约价格大幅走高至 108620元/吨，较前一日上涨8020元/吨，涨幅7.97%。基差显著走弱， 从-4800元/吨扩大至-11820元/吨，变化-7020元/吨。 持仓与成交 ：主力合约持仓量小幅扩大0.38%，至668589手。成交量急剧 扩大93.97%，至1158611手。 产业链供需及库存变化分析 锂矿消息点燃市场，但回归理性后有短期回调风险 一、日度市场总结 碳酸锂期货市场数据变动分析 供给端 ：锂辉石精矿价格稳定在9665元/吨，锂云母精矿价格维持在5175 元/吨。碳酸锂产能利用率从2025年12月5日的75.34%升至2025年12月12日 的83.52%，增幅10.86%，表明供给端产能扩张。资讯显示，李家沟锂矿项 目于2025年8月末达产，年产精矿约18万吨，强化了供给稳定性；江西宜春 采矿权注销事件虽引发担忧，但实际不影响当前供应，因相关矿山已停 采。 需求端 ：下游正极材料价格小幅上扬，动力型三元材料从146000元/吨升 至146300元/吨，动力型磷酸铁锂从39845元/吨升至40140元/吨。资讯显 示，12月初新能源车销量 ...

探索湾区经济脉搏，解码创新发展基因，珠三角作为中国改革开放前沿阵地，汇聚了全球顶尖的制造业、科技创新与产业集群。参访聚焦智能制造、数字 经济、绿色能源、跨境电商四大领域，精选行业标杆企业，通过实地探访、高管对话、案例剖析等形式，助力参访者洞察产业趋势、链接优质资源、激发 创新灵感。 研发投入占比与专利布局（如华为年研发投入超千亿，全球专利数行业第一）；核心技术攻关方法论（如比亚迪刀片电池的"针刺实验"背后的材料创 新）；产学研协同模式（如东莞松山湖材料实验室与高校联合研发机制）。工业互联网平台架构（如华为FusionPlant如何连接百万设备）；AI在质检、物 流、预测性维护中的应用（如OPPO手机AI视觉检测良品率提升30%）；柔性生产与大规模定制（如SHEIN通过数字化实现7天极速上新）碳足迹核算与减 排技术（如比亚迪电动车全生命周期碳减排数据）；循环经济模式（如格力"以旧换新"回收体系）；ESG报告编制与投资者沟通（如腾讯2030年碳中和路 线图）。 知识体系全面升级：通过系统探访华为、腾讯、比亚迪等头部企业，参访者将直接接触行业最前沿的战略框架与管理方法论。从华为"1+N"生态布局到腾 讯产业互联网转 ...

Core Insights - Japanese brands are strategically adjusting their presence in the Chinese market, with notable exits from various sectors while simultaneously increasing investments in high-tech industries [1][12]. Group 1: Market Exit and Shrinking Presence - Sony's Xperia mobile business announced its exit from the Chinese market in November 2025, while Sharp has removed several mobile products this year [1][2]. - Mitsubishi Motors officially ceased production and sales in China at the beginning of 2025, closing its joint venture factory in Changsha, Hunan [1][3]. - Japanese automotive brands have seen their market share in China drop to 10.8%, a decline of over 50% from peak levels, while Chinese brands surged to 58.3% [2]. - In the home appliance sector, Japanese brands collectively hold less than 8% of the market, with Haier and Midea dominating at 72% [2]. Group 2: Strategic Investment in High-Tech Industries - Despite the market exits, Japanese investment in China increased by 55.5% in the first nine months of 2025, with a focus on high-tech manufacturing and energy-saving sectors [1][12]. - Japanese companies are investing in digital AI, industrial IoT, and biomedicine, collaborating with Chinese firms to develop innovative solutions [12]. - Panasonic is shifting its focus from low-end consumer appliances to high-end care appliances and commercial equipment, closing several production lines for low-end products [4]. Group 3: Challenges and Market Dynamics - Japanese brands have struggled to adapt to changing consumer preferences in China, leading to a misalignment with local market demands [9][10]. - The perception of Japanese products has shifted, with consumers becoming more price-sensitive and less reliant on the "import halo" [9]. - Japanese companies face high labor costs and lengthy decision-making processes, putting them at a disadvantage in competitive price wars [11]. Group 4: Future Outlook and Strategic Realignment - Japanese firms are not entirely retreating but are instead selectively withdrawing from low-end manufacturing while investing in emerging industries [12][13]. - The focus on high-quality products and advanced manufacturing indicates a strategic realignment to maintain competitiveness in the evolving market landscape [12][13].

Core Insights - The lithium battery industry has undergone three main policy development phases: capacity expansion and technology foundation (2016-2018), forced technological upgrades and structural optimization due to subsidy reductions (2019-2020), and a focus on high-quality development and ecological restructuring driven by carbon neutrality goals (2021-2024) [1][3] Policy Development Phases - **Phase 1 (2016-2018)**: National policies centered on subsidies, promoting energy density improvements in power batteries, with a focus on rapid capacity expansion and market penetration, albeit with risks of low-end repetitive construction [1] - **Phase 2 (2019-2020)**: Gradual reduction of subsidies led to a push for technological upgrades and structural optimization, with lithium-ion batteries and related materials classified as key products in strategic emerging industries [1][7] - **Phase 3 (2021-2024)**: Policies emphasize green manufacturing, recycling systems, and global layout, with requirements for carbon emission intensity and the establishment of recycling networks for used batteries [1][3] National Policy Summary - A series of national policies have been introduced to support the lithium battery industry, including regulations on battery recycling, safety in transportation, and technological innovation [3][4] - Key policies include the 2024 guidelines for the comprehensive utilization of used power batteries, which set minimum recycling capacities and investment requirements [4][5] Provincial Policy Overview - Local policies have shifted towards precise support, with provinces like Shanghai and Jiangsu focusing on high-end battery materials and collaborative industrial bases to reduce costs [10][11] - Specific targets have been set by provinces, such as Fujian aiming for a lithium battery production capacity of over 500 GWh by 2025, and Guizhou targeting a total output value of over 100 billion yuan [12][15] Industry Development Goals - The industry is moving towards high safety and long-life battery technologies, with significant investments in R&D for new materials and recycling processes [10][12] - The overall goal is to enhance the competitiveness of the lithium battery industry, with a focus on sustainable practices and technological advancements [14][15]

Core Insights - The domestic power battery installation volume reached 578.0 GWh from January to October, representing a year-on-year growth of 42.4% [1] - The market shows a clear "80-20" pattern, with lithium iron phosphate batteries accounting for 81.3% of the total installation volume, while ternary lithium batteries have decreased to 18.6% [1] - The growth of lithium iron phosphate batteries is attributed to their lower cost and better safety, making them suitable for mid-range electric vehicles, while ternary lithium batteries are more suited for high-end models due to their higher energy density [1][6] Market Performance - In October, the domestic power battery installation volume was 84.1 GWh, with lithium iron phosphate batteries making up 80.3% and ternary lithium batteries 19.7% [2] - From January to October, the production and sales of new energy vehicles reached 13.015 million and 12.943 million units, respectively, with year-on-year growth of 33.1% and 32.7% [3] - The average battery capacity for new energy vehicles was 53.0 kWh, with pure electric vehicles accounting for 81.5% of the installation volume [3] Technological Advancements - The rise of lithium iron phosphate batteries is not coincidental; their core characteristics of safety, economy, and reliability align with the current demand for cost-effective solutions in the new energy vehicle sector [4] - Recent innovations in battery structure have significantly improved the energy density of lithium iron phosphate batteries, enabling a range of over 600 kilometers [4][5] - The advancement of fast-charging technology has greatly enhanced the charging efficiency of lithium iron phosphate batteries, addressing key user concerns [5] Competitive Landscape - The ongoing price competition in the industry has made manufacturers sensitive to battery costs, positioning lithium iron phosphate batteries as a crucial option for maintaining profit margins [6] - Ternary lithium batteries continue to have a market presence, focusing on high-performance, long-range high-end models and specific niche markets [6] - Both lithium iron phosphate and ternary lithium batteries are essential for different sectors, with the former excelling in chemical energy storage and the latter being more suitable for applications requiring high energy density and power characteristics [6]

Core Insights - Overall sales in October showed positive trends, with some brands achieving historic breakthroughs while others faced growth bottlenecks [1] - Leap Motor's sales stood out with approximately 70,200 units delivered, marking an 84% year-on-year increase, and it was the first time the company surpassed 70,000 monthly sales [1][2] - Traditional automakers also demonstrated steady performance in the new energy vehicle sector, with BYD selling over 440,000 units in October and a cumulative total of over 3.7 million units from January to October [1] Group 1: Company Performance - Leap Motor's success is attributed to the strong performance of its C11 and C10 models, which account for 70% of deliveries in the 150,000 to 200,000 yuan price range [2] - Xpeng and NIO maintained stable sales around 40,000 units, with NIO achieving a 92.6% year-on-year growth and surpassing 40,000 monthly sales for the first time [1][2] - Li Auto faced challenges with a significant decline in sales, delivering only about 31,700 units in October, a nearly 40% year-on-year drop [1][3] Group 2: Market Trends - The market for range-extended vehicles has shifted from a "blue ocean" to a "red ocean," with a notable decline in sales growth for these vehicles [3] - The cancellation of free green plates for range-extended vehicles in major cities has impacted demand, indicating a clear market turning point [3] - The multi-brand strategy has become a mainstream trend in the new energy vehicle market, allowing leading brands to capture various market segments while reducing R&D costs through technology sharing [6] Group 3: Future Outlook - Li Auto is focusing on upgrading its range-extended vehicles to compete in the pure electric market, aiming to create a popular model for family users [4] - The introduction of the i6 model at a competitive price point of 249,800 yuan aims to fill the gap in the family-oriented pure electric SUV market [5] - Brands like NIO and BYD are leveraging their sub-brands to enhance user engagement and brand loyalty, with NIO's sub-brand Lada achieving significant sales growth [5][6]