01 比亚迪，超越特斯拉！ 世界第一 2024年，特斯拉年销量以约2万辆的微弱优势领先于比亚迪，而2025年比亚迪一举实现了大幅超越。 据比亚迪2025年12月产销快报，其2025年纯电销量为225.67万辆，插电式混合动力汽车销量为228.87万辆，"纯电+插混"双线策略覆盖10万元至 50万元的全价格带，国内新能源汽车市场市占率超35%。 ↑点击上面图片 加雪球核心交流群 ↑ 今天是2026年第一个工作日，和大家分享几个假期中值得关注的市场热点。 来源：比亚迪公告 海外市场成为比亚迪的核心增长引擎。2025年，比亚迪海外销量达104.96万辆，同比激增145%，巴西、泰国工厂相继投产，其中泰国工厂兼顾本 地销售与欧洲出口任务。欧洲市场表现尤为突出， 2025年前11个月，其德国、西班牙、意大利等主要市场注册量同比均实现数倍增长，其中西班 牙市场11月登顶电动车销量榜。 截至12月31日收盘，比亚迪股价为97.72元/股，市值8909亿元。 据特斯拉2025年全球生产与交付报告，全年特斯拉生产电动车165.5万辆，交付163.6万辆，第四季度交付41.8万辆，低于市场预期。 有分析指出，特斯拉2025年第四 ...

Group 1: Global Electric Vehicle Market - In the period from January to November 2025, global automobile sales are projected to reach 87.66 million units, with new energy vehicles (NEVs) accounting for 20.33 million units, representing 30% of total sales, an increase of 3.7 percentage points from 2024 [1] - By November 2025, China's share of the global NEV market is expected to reach 68.4%, with a notable 73.7% share in November alone [1] - The contribution of China to the global increase in NEV sales from January to November 2025 is estimated at 68%, with Germany and India contributing 5% and 4% respectively [1] Group 2: China's Electric Vehicle Market Performance - In the same period, China's share of the global pure electric vehicle market is projected to be 64.3%, a slight increase of 1 percentage point from 2024 [2] - China's share of the global plug-in hybrid market is expected to reach 76.4%, indicating strong performance in this segment [2] - The overseas market share of Chinese NEV manufacturers is reported to be 20% in November 2025, up 1.3 percentage points from October [2] Group 3: Company-Specific Developments - Tesla's global vehicle deliveries for 2025 are reported at 1.636 million units, marking an 8.6% decline year-on-year, and for the first time, Tesla's sales have been surpassed by BYD [3] - Xiaomi aims to deliver 550,000 vehicles in 2026, with a target of over 410,000 units in 2025, exceeding the initial plan of 300,000 [4] - BYD's December 2025 NEV sales reached approximately 420,398 units, a year-on-year decline of 18.2%, while total annual sales for 2025 were 4,602,436 units, reflecting a 7.73% increase [5] - Chery's total sales for 2025 reached 2,631,381 units, an 8% increase from the previous year [6] - Changan's sales for 2025 were reported at 2.913 million units, a growth of 8.5%, with NEV sales increasing by 51% to 1.109 million units [8] Group 4: Market Trends and Innovations - Stellantis has decided to resume production of the V8-powered Ram TRX pickup truck due to relaxed U.S. federal emissions regulations, with the 2027 model expected to launch in late 2026 at a price of approximately $100,000 [9]

Group 1 - The article discusses the details of a military operation by the U.S. to capture Venezuelan President Maduro and his wife, with Trump stating that the U.S. will "manage" Venezuela until a "safe" transition occurs [2][5][3] - The operation involved over 150 aircraft and lasted approximately 2 hours and 20 minutes, with one aircraft being hit but still operational [5][6] - Trump indicated that if necessary, the U.S. would conduct a "larger" second wave of strikes against Venezuela, although he suggested that this may not be needed at the moment [6] Group 2 - BMW China announced price adjustments for 31 models, with reductions exceeding 10% for 24 models and over 20% for 5 models, with the highest drop being 301,000 yuan for the i7 M70L [6] - Xiaomi refuted claims regarding the alleged "fake" zoom ring on the 17 Ultra Leica version, stating that the accusations were misleading and based on misinterpretations of a teardown video [4][8] - NIO's CEO Li Bin announced that the company plans to launch three new models in 2026, aiming to increase its market share in the high-end vehicle segment [8] Group 3 - The price of 25-year-old Flying Moutai has dropped to 1,495 yuan per bottle, reflecting a decrease of 15 yuan from the previous day [9] - Tesla's global vehicle deliveries for 2025 were reported at 1.636 million, marking an 8.6% decline year-over-year, and for the first time, being surpassed by BYD in annual electric vehicle sales [9] - China's National Medical Products Administration reported that 76 innovative drugs were approved in 2025, significantly surpassing the 48 approved in 2024, with a total authorization value exceeding 130 billion USD [11]

Group 1 - Trump announced the capture of Venezuelan President Maduro by U.S. military forces, stating that the U.S. will "manage" Venezuela until a "safe" transition is implemented [2] - The military operation involved over 150 aircraft and lasted approximately 2 hours and 20 minutes, with no U.S. casualties or equipment losses reported [2] - Maduro and his wife are to be sent to New York for judicial proceedings, facing charges related to "deadly drug terrorism" against the U.S. [2] Group 2 - BMW China announced a price adjustment for 31 key models starting January 1, 2026, with 24 models seeing price cuts exceeding 10% and some up to 30.1 million yuan [3][4] - The price adjustment aims to reflect changes in the official guidance price, with the lowest model now priced at 20.8 million yuan, making it competitive with domestic SUVs [3][4] Group 3 - NIO's CEO Li Bin announced in a company-wide letter that three new models will be launched in 2026, aiming to increase market share in the high-end vehicle segment [6] - NIO reported a record delivery of 48,135 vehicles in December 2025, marking a 46.9% year-on-year increase [6] Group 4 - The wholesale reference price for 25-year-old Flying Moutai has dropped to 1,495 yuan per bottle, reflecting a decrease of 15 yuan from the previous day [7] - The price for a full box of the same product is now reported at 1,505 yuan per bottle, down 20 yuan [7] Group 5 - Tesla reported a global delivery of 1.636 million vehicles in 2025, a decline of approximately 8.6%, marking the first time it has been surpassed in annual electric vehicle sales by BYD [8] Group 6 - Netflix plans to shorten the theatrical release window for Warner Bros. films to 17 days post-acquisition, raising concerns among traditional cinemas and Hollywood creators [11] - The current standard release window is around 45 days, and negotiations are expected to be contentious [11] Group 7 - Baidu announced plans to spin off Kunlun Chip and seek independent listing on the Hong Kong Stock Exchange, with the application already submitted [12]

○瑞士酒吧火灾仍有近百名伤者情况危急 ○也门两方势力在东部省份激烈交火 ○以军空袭黎巴嫩境内多处目标 ○墨西哥6.5级地震已致1死12伤 余震超400次 ○日本确认2026年首起禽流感疫情 瑞士酒吧火灾可能由烟花棒引起 仍有80至100名伤者情况危急 ○瑞士检方：酒吧火灾可能由烟花棒引起 当地时间1月2日下午，瑞士瓦莱州检方在新闻发布会上表示，目前推测瓦莱州克朗－蒙大拿"星座"酒吧火灾是由某种插在香槟酒瓶上的烟花棒引起，由于烟 花棒距天花板过近，火势迅速蔓延，最终引发大火。 也门两方势力在东部省份激烈交火 沙特空袭也门南方过渡委员会目标 当地时间1月2日，乌克兰总统泽连斯基在其例行视频讲话中表示，决定调整乌克兰国防部的运作模式，并提议由第一副总理兼数字转型部部长费奥多罗夫担 任国防部长，现任国防部长什梅加尔则将调任其他职位。 ○伊朗外交部谴责美国干涉内政 警告将果断回应任何侵略 当地时间1月2日，伊朗外交部就美国官员干涉伊朗内政发表声明，强烈谴责美国总统及其他美国官员就伊朗内政发表的干涉主义言论。伊朗外交部评估认 为，美国官员针对伊朗的威胁性言论符合以色列在该地区不断升级紧张局势的政策，并强调伊朗将对任何侵略 ...

Group 1 - Tesla announced that the global 9 millionth electric vehicle rolled off the production line at its Shanghai Gigafactory [2] - The domestically developed "Xiangyun" AS700 manned airship has received the first production license in China, marking its entry into mass production [2] - Samsung Electronics plans to achieve a monthly production capacity of 250,000 HBM wafers by the end of 2026, a 47% increase from the current capacity of 170,000 wafers [2] Group 2 - China successfully launched the Tianhui-7 satellite using the Long March 4B rocket, which is primarily used for geographic information surveying and scientific research [2]

2025年12月31日 星期三 ０中国１２月官方制造业PMI等数据将公布 1 隔夜市场 美股三大指数收盘均小幅下跌，纳指跌0.24%，道指跌0.2%，标普500指数跌0.14%；大型科技股涨跌不一，英特尔、Meta涨超1%，微软、谷歌、亚马逊小 幅上涨；特斯拉跌超1%，苹果、英伟达、奈飞小幅下跌。纳斯达克中国金龙指数跌0.26%，中概股涨跌不一，百度涨超4%，蔚来涨超3%，网易涨近1%； 京东跌近2%，金山云跌近1%。 美联储发布12月货币政策会议纪要，多数与会者支持在12月降息；少数与会者认为，12月降息并不合理。一些支持降息的与会者表示，这一决定权衡得很微 妙，他们本也可以支持维持利率不变。多数官员认为劳动力市场风险仍偏下行，同时又普遍认为通胀风险偏上行。 国际油价走低，截至发稿时，美油主力合约跌0.24%，报57.94美元/桶；布伦特原油主力合约跌0.31%，报61.3美元/桶。 国际贵金属反弹，截至发稿时，现货黄金涨0.39%，报4348.89美元/盎司；COMEX黄金期货涨0.50%，报4365.8美元/盎司。白银大幅走高，现货白银涨 6.02%，报76.51美元/盎司；COMEX白银期货涨8.57 ...

第一阶段：原始积累——在互联网浪潮中淬炼"解决问题"的本能 马斯克的起点与许多硅谷传奇相似，却又截然不同。1995年，他与弟弟用父亲微薄的资助创办了Zip2——一个为传统媒体提供在线城市指南的初创企业。年 轻的马斯克展现出了两大特质： 亲手编程解决实际问题的能力 与 对商业本质的敏锐 。1999年，康柏以3.07亿美元收购Zip2，28岁的马斯克获得2200万美 元。他并未止步，立即将大部分资金投入下一场冒险：在线金融服务平台X.com。经历与Confinity（拥有PayPal）的激烈竞争与合并后，他虽在内部斗争中 失去CEO职位，却在2002年eBay以15亿美元收购PayPal时，凭借最大股东身份套现约1.8亿美元（税后）。 最近，一则埃隆・马斯克成全球首位身家超7000亿美元人士的新闻，再次登上热搜，《福布斯》亿万富豪指数显示，特拉华州最高法院恢复了去年被作废的 价值1390亿美元特斯拉股票期权后，特斯拉首席执行官埃隆・马斯克的身家于上周五晚间飙升至7490亿美元。 当人们谈论埃隆·马斯克如何致富时，一个常见的误解是将其简化为"又一个幸运的科技富豪故事"。然而，深入探究其历程便会发现，马斯克的财富积累 ...

特斯拉一项新近提交的专利申请表明，该公司正研发将星链（Starlink）天线直接嵌入车顶，此举有望彻底改变电动车联网方式并 实现显著成本优化。 根据专利说明，特斯拉开发了一种对无线电频率高度透明的车顶组件，可确保卫星信号有效穿透。该设计将允许特斯拉车辆直接 通过星链系统获取高速网络连接，从而摆脱对AT&T等第三方蜂窝网络运营商的依赖。 这一技术突破或将重构特斯拉的车载服务商业模式。目前特斯拉需向移动网络运营商支付基础连接费用，用户则需额外订阅"高级 车载娱乐服务包"以获得网络功能。若采用星链直连方案，相关成本有望转移至SpaceX的星链服务体系内，进而提升整体服务利 润。 专利技术细节曝光 | B62D 25/06 | (2006.01) | | --- | --- | | B32B 3/30 | (2006.01) | | B32B 27/08 | (2006.01) | | B32B 37/18 | (2006.01) | | B60R 13/08 | (2006.01) | | B62D 29/04 | (2006.01) | 特斯拉在最新提交的专利文件中详细阐述了其车载卫星通信集成技术。专利摘要指出， ...

央视网消息：海南自贸港从蓝图绘就到成型起势，是开放中国的生动缩影。新时代以来，我国锚定自贸试验区与自由贸易港建设，破除制 度壁垒、降低贸易成本、畅通要素流动，为全球经济带来新机遇。接下来，就让我们循着时间的足迹，见证中国从未停歇的开放步伐。 上午8点多，洋浦港已是一派繁忙。东南亚的椰子、南美的木材等货物正陆续卸船，它们一部分将直运内地，一部分则会在岛内加工后发 往全国。看似如常的作业背后，一个新变化却即将发生，在距离岸边两公里外的洋浦海关，工作人员正紧锣密鼓忙碌着。 洋浦海关综合业务处工作人员符贞坤称："这几天很忙，自贸港的政策陆陆续续已经在发布了，有越来越多的享惠主体，现在做的就是审 核企业的享惠主体资质，在12月18日封关之后就可以进口'零关税'货物。为了保证企业在第一时间能够享受政策红利，我们把工作做在前 面。" 海南自贸港封关在即，进口"零关税"商品覆盖范围将从目前的1900个税目扩大到约6600个税目……符贞坤的主要工作就是负责加工增值免 关税相关业务的审核，这一系列政策对于他所在辖区内的企业也带来了更多利好。 从2020年6月《海南自由贸易港建设总体方案》正式发布，到如今海南全岛封关运作的历史一刻 ...