专题：雷军聊小米汽车安全体系 新浪科技讯 2月27日晚间消息，小米创办人，董事长兼CEO雷军与多位小米专家在小米汽车工厂直播， 这是春节假期后雷军的第一场直播。 直播中，雷军表示，小米汽车的电池工厂是很先进的电池工厂，自动化程度非常高，良率也非常出色， 所以我们希望小米汽车电池工厂能够成为电池制造领域的标杆工厂和灯塔工厂，将先进的电池制造能力 复制给整个产业链，提高整个产业供应链的体系化能力。 责任编辑：刘万里 SF014 直播中，雷军表示，小米汽车的电池工厂是很先进的电池工厂，自动化程度非常高，良率也非常出色， 所以我们希望小米汽车电池工厂能够成为电池制造领域的标杆工厂和灯塔工厂，将先进的电池制造能力 复制给整个产业链，提高整个产业供应链的体系化能力。 责任编辑：刘万里 SF014 专题：雷军聊小米汽车安全体系 新浪科技讯 2月27日晚间消息，小米创办人，董事长兼CEO雷军与多位小米专家在小米汽车工厂直播， 这是春节假期后雷军的第一场直播。 ...

法院刚判定总统没有权力随意加关税，但白宫紧接着发布了新的命令，局势反而变得更加混乱。连自己 人都搞不清楚到底应该听谁的。与此同时，欧洲方面已经签署协议、投入资金，甚至在乌克兰谈判中也 有所退让，但这些努力还没等到落实，就变成了纸上谈兵。2026年2月21日，美国突然宣布将对欧洲的 关税从10%提高至15%，这与前一天还在表示临时优惠的态度截然不同。这显然不是一时的决定，而是 在法院20号裁定总统不能随便动用《国际紧急经济权力法》加税后，白宫连夜起草了新的行政命令，设 定了150天的期限，到期之后问题还得继续拖下去。 欧盟为什么不选择硬刚美国？并非不敢，而是真心困难重重。北约的七成军费依赖美国，美国提供了九 成的乌克兰军火。更何况，欧盟对美出口接近总出口的五分之一，而德国的汽车、法国的红酒等一旦涨 价，美国消费者可能就不再买账，根本无法施加足够的压力。而欧盟去年通过的《反胁迫条例》，到现 在为止，还连一个有效的反制清单都没能完全列出。耶鲁大学的研究表明，如果美国真对德国车加25% 的关税，欧盟每年将损失120亿欧元；而欧盟能够反击的手段，加起来甚至连美国GDP的一小部分都不 及。 然而，欧盟最近的动作越来越迅速 ...

Core Viewpoint - Discussions are ongoing between Ford's CEO Jim Farley and senior officials from the Trump administration regarding a potential framework that would allow Chinese automakers to establish manufacturing plants in the U.S. while providing protections for domestic companies [1][3]. Group 1: Discussions and Framework - The talks involve the possibility of Chinese automakers forming joint ventures with U.S. companies, where the U.S. partners would hold majority stakes, allowing for shared profits and technology [1][3]. - These discussions are described as informal and preliminary, with no decisions made yet [1][3]. - Ford emphasized the need to protect the domestic market from the impact of Chinese-manufactured vehicles, citing privacy and national security concerns [1]. Group 2: Market Context and Implications - The potential entry of Chinese automakers into the U.S. market is seen as a significant turning point that could impact American manufacturers, their supply chains, and consumers [4]. - Chinese automakers have been rapidly gaining market share in Europe, Mexico, and South America with low-cost models equipped with advanced electric vehicle batteries and infotainment systems [4]. - Trump's recent comments suggest a willingness to allow Chinese manufacturers into the U.S. if they create jobs for Americans, which surprised U.S. automakers who believed trade barriers would protect them [6]. Group 3: Competitive Landscape - General Motors has expressed opposition to the entry of Chinese companies into the U.S. market, fearing loss of market share and potential negative impacts on North American suppliers [6]. - Farley has warned that low-cost, high-tech vehicles from China pose a "survival threat" to U.S. automakers, while Ford remains open to collaboration with Chinese companies [6]. - Ford is actively seeking partnerships with Chinese automakers and battery manufacturers to enhance its own electric vehicle offerings, planning to launch a low-cost electric vehicle by 2027 to compete with BYD [6][4]. Group 4: Potential Collaborations - Recent reports indicate that Ford is considering a joint venture with Xiaomi for vehicle production in the U.S., although both companies have denied this [7]. - Ford has expanded its partnership with Chinese battery giant CATL to include manufacturing fixed power sources for utilities and data centers, in addition to electric vehicle battery units [6].

据统计，2025年德国纯电动汽车新车注册量同比实现43.2%增长。德国联邦政府近日又重新启动电动汽 车购置补贴。根据车辆类型、家庭人口和收入水平等分级标准，2026年1月1日起，新注册的纯电动汽 车、部分插电式混动汽车及增程式电动汽车的补贴金额在1500至6000欧元之间。德国联邦环境部部长卡 斯滕·施耐德表示，该补贴计划总规模为3年内30亿欧元，预计可为最多约80万辆电动汽车提供支持，有 望加快电动汽车普及进程，为德国汽车工业提供有力支撑。 2025年，西班牙纯电动汽车新车注册量同比增长77.1%。西班牙政府发布了《西班牙汽车2030计划》， 计划在2026年投资4亿欧元提供电动汽车购买直接补贴，投资3亿欧元建设更多充电站，还将在现有激励 计划基础上追加拨款5.8亿欧元支持电动汽车及电池产业项目，目标是到2035年将该国电动汽车生产份 额提升至95%。 2025年7月起，法国实施电动汽车"生态补贴"，最高可达每辆车4200欧元。2025年10月1日起，凡是购买 在欧洲生产并搭载欧洲本土制造电池的电动汽车，还可额外获得1000欧元补贴。今年，电动汽车"生态 补贴"还将提升至最高5700欧元。 跨国企业也在加紧 ...

2 月 6 日， Stellantis 集团 宣布， 将出售 所持的 NextStar Energy 49% 的股权给 LG 新能源 。 NextStar Energy 由 Stellantis 和 LG 新能源 于 2022 年合资成立，计划投资超 41 亿美元，在加拿大安大略省温莎建设加拿大首个大型 电池制造工厂 ， 目标年产能 为 4 9. 5GWh ， 产能规模或将根据未来工厂运营规划进行调整。 截至目前， NextStar Energy 的工厂 已投资超过 50 亿加元， 原计划生产汽车电池，但于去年 11 月底开始生产储能系统（ ESS ）电 池，并 计划今年将 ESS 电池产量提升一倍以上 。 此次交易完成后， NextStar Energy 将成为 LG 新能源全资 子公司 。 | 往 | 期 回 | 顾 | | --- | --- | --- | | 01 | ｜ | 一周锂电新闻汇总 | | 02 | ｜ | 天目先导牵手宁德时代 | | 03 | ｜ | 华冠科技以中试验证破局全极耳 | | 04 | ｜ | 2026（第二届）起点锂电圆柱电池技术论坛暨圆柱电池20强排行榜发布会4月深圳 ...

行业研究 证 券 研 究 报 告 汽车 2026 年 02 月 01 日 汽车行业周报（20260126-20260201） 有色波动影响中上游短期议价，继续看好新产 推荐（维持） 业方向 1 月下旬行业折扣环比下降（油车为主）。折扣率 9.5%，同比+0.6PP（1/25），环比-0.1PP （1/10）。折扣金额 21,541 元，同比+1,294 元（1/25），环比-718 元（1/10）。折扣率变 动环比较大的主流品牌：WEY+1.6PP、北京奔驰-1.5PP、上汽通用别克-1.3PP、长安启源 +1.2PP、长安马自达-0.8PP。 12 月乘用车批发、零售销量同比下滑。12 月乘用车批发 285 万辆，同比-8.7%，环比- 6.3%，狭义乘用车批发 283 万辆，同比-8.4%，环比-6.1%；国产乘用车零售 228 万辆， 同比-16.8%，环比+13.7%；乘用车出口销量 64 万辆，同比+50.5%，环比+2.8%；估算库 存变动-7.4 万辆，同比-4 万辆，环比-48 万辆。 截至 2026 年 1 月 30 日， 证监会审核华创证券投资咨询业务资格批文号：证监许可（2009）121 ...

现代汽车CEO：现代与LG 新能源合作的乔治亚州电池工厂将于上半年开业。大多数曾被美国方面拘留 的现代汽车员工已返回乔治亚州工厂。 ...

SK Innovation表示，结束与福特汽车的电池合资公司后，将产生3.7万亿韩元（约合26亿美元）的 资产损失。SK Innovation与福特汽车上月表示，将终止BlueOval计划。两间公司于四年前宣布这项耗资 110亿美元、在美国建设三间电池工厂及一间电动农夫车组装厂的计划。在结束合作后，福特将接管合 资公司位于肯塔基州的两间厂房，而SK Innovation旗下的电池部门SK On将营运位于田纳西州的工厂。 ...

Core Insights - The development of the cold-weather vehicle testing industry in Heihe, Heilongjiang Province, is transforming local economic conditions by attracting numerous automotive companies for winter performance testing [3][4] - The establishment of specialized testing facilities and improved services has positioned Heihe as a key player in the national automotive cold-weather testing market, with significant growth in both local employment and industry collaboration [4][5] Group 1: Industry Development - Heihe has become a vital location for automotive cold-weather testing, with 34 specialized testing bases and over 120 performance testing roads established to meet the increasing demand from automotive companies [4] - The city has formed partnerships with over 170 domestic and international companies, with 92 companies conducting tests this winter, involving more than 5,000 personnel and over 3,100 vehicles [4][6] Group 2: Economic Impact - The growth of the cold-weather testing industry has led to increased local employment, with residents earning additional income as testing assistants and in related automotive services [5][6] - The integration of testing events with tourism and sports has generated over 600 million yuan in revenue, further enhancing the local economy [6] Group 3: Future Prospects - The upcoming launch of a four-season low-temperature testing facility in September 2025 is expected to reduce the R&D cycle for automotive companies by 30% to 40%, making Heihe a year-round testing destination [4][7] - The local government aims to further develop extreme environment testing scenarios and enhance the infrastructure to support the growing automotive industry [7][8]

Core Viewpoint - The article highlights the increasing importance of cold weather testing for new energy vehicles (NEVs) in China, particularly in the context of the upcoming "14th Five-Year Plan" and the establishment of a comprehensive testing infrastructure in Inner Mongolia's Yakeshi to support the high-quality development of the NEV industry [1][13]. Group 1: Industry Development - In 2026, China will introduce a development plan for the intelligent connected NEV industry to promote sustainable growth [1]. - The cold weather testing in Yakeshi has expanded significantly, with the testing area now covering 1.7 million square meters due to the rising number of vehicles being tested [4]. - The average annual growth rate of NEV testing during the "13th Five-Year Plan" period exceeded 50%, with over 5,000 NEVs tested out of approximately 7,000 vehicles [12]. Group 2: Testing Innovations - This winter, over 300 NEVs will undergo cold weather testing, an increase of more than 100 vehicles compared to 2025, focusing on low-temperature endurance, cabin heating, and charging performance [10]. - New testing projects for NEVs on icy roads have been introduced, including standardized electronic stability system tests to enhance vehicle stability and safety [15][21]. - The performance of NEVs has improved significantly, with tire slip suppression effectiveness increasing by over 20% due to rigorous cold weather testing [10]. Group 3: Economic Impact - The cold weather testing industry in Yakeshi has led to a significant increase in local service sector revenues, with hotel occupancy rates rising and restaurants experiencing substantial growth in business [31][33]. - The local economy has benefited from the influx of international clients, with hotels reporting a 15% increase in revenue in 2025 [31]. - The testing industry has created over 12,000 jobs and generated more than 1.5 billion yuan in income for the local economy [41]. Group 4: Infrastructure and Investment - An additional investment of 1.2 billion yuan will be made to develop an all-season ice and snow testing base for intelligent connected vehicles in Yakeshi during the "14th Five-Year Plan" [12]. - Yakeshi has become a hub for over 1,200 domestic and international companies, forming a complete cold weather testing industry chain [30]. - The market share of Yakeshi's winter automotive testing industry has increased from less than 10% to over 40% in the past five years, with stable annual revenue growth of 20% [30].