每经AI快讯，2月1日，据理想汽车官方微博，截至2026年1月31日，理想汽车在全国已有547家零售中 心，覆盖159个城市；售后维修中心及授权服务中心547家，覆盖221个城市。理想汽车在全国已投入使 用3966座理想超充站，拥有21,945个充电桩。 ...

Domestic News - The Ministry of Industry and Information Technology and seven other departments have issued an implementation opinion to accelerate the integration of artificial intelligence in industrial mother machines and industrial robots, focusing on developing new-generation AI numerical control systems and conducting tests for intelligent connected vehicles [7] - Hefei's 14th Five-Year Plan emphasizes the growth of emerging industries, particularly in sectors like "chip, display, automotive, and integration," aiming to enhance the scale and advantages of leading industries, including smart connected new energy vehicles [8] - Geely Auto has obtained an L3-level autonomous driving road test license in Hangzhou, which is the largest in terms of area and mileage in the country, allowing access to over 7,000 traffic data points [9] - Dongfeng Motor plans to start localized production of passenger vehicles in Turkey within the year, targeting a market with an annual sales volume of approximately 1.4 million vehicles [10] - Li Auto has launched a total of 3,900 Li Supercharging stations across 286 cities in China as of January 4, 2026 [11] - BAIC and Horizon Robotics have established a joint venture, Zhiyu Technology, focusing on core technologies for intelligent driving [12] - Baidu's Apollo Go has received the first full unmanned testing license in Dubai, marking a significant milestone in autonomous driving [13] - Intramco has partnered with Leap Motor to apply its charging products in Leap Motor's future European factory for electric vehicles [14] International News - Turkey's automotive market is projected to reach a record high of 1.37 million units in 2025, reflecting a year-on-year growth of 10.5% despite high taxes and tightening financing conditions [16] - Ford plans to launch a new driver assistance system by 2028, which will allow drivers to completely disengage from monitoring while driving [17] - Mercedes-Benz will introduce both fuel and electric versions of the next-generation S-Class, with separate platforms for each, indicating a strategic shift in their electric vehicle lineup [18] - Mobileye intends to acquire the humanoid robot manufacturer Mentee Robotics for $900 million, aiming to enhance its capabilities in autonomous driving and robotics [19] Commercial Vehicles - Henan Province will exempt hydrogen fuel trucks from tolls on expressways until the end of 2027, and electric trucks will receive a 50% toll discount [21] - Foton's Oumark has launched the "Zhi Nuan Core" thermal management system for electric trucks, addressing winter operational challenges with advanced temperature control technologies [22] - The Long-distance company has introduced its 3.0 generation product matrix, focusing on AI integration and high-efficiency solutions for various commercial vehicle segments [23] - Chongqing has released policies to support the development of intelligent connected new energy commercial vehicles from 2025 to 2027, including incentives for R&D and financing [24]

Group 1: Industry Standards and Regulations - The Ministry of Industry and Information Technology is soliciting opinions on the revision plan for seven mandatory national standards, including "Safety Requirements for Automatic Parking Systems of Intelligent Connected Vehicles" [1] Group 2: Automotive Market Performance - In December, the national retail sales of passenger cars reached 2.296 million units, a year-on-year decrease of 13%, but a month-on-month increase of 3%. Cumulatively, retail sales for the year reached 23.779 million units, a year-on-year increase of 4% [2] - In December, wholesale sales of passenger cars were 2.759 million units, a year-on-year decrease of 10% and a month-on-month decrease of 8%. Cumulatively, wholesale sales for the year reached 29.524 million units, a year-on-year increase of 9% [2] Group 3: Company Announcements and Product Launches - Xiaomi's new generation SU7 is expected to launch in April 2026, with a starting pre-sale price of 229,900 yuan [3] - Xiaomi's founder Lei Jun stated that the new SU7 model's price increase of up to 14,000 yuan compared to the previous generation is due to rising costs and added features, indicating that price reductions are unlikely [4] - The new SU7 will feature a silicon carbide high-voltage platform and will have a range of 720 km for the standard version, 902 km for the Pro version, and 835 km for the Max version, all equipped with lidar and advanced driving assistance [4] - Ideal Auto announced the launch of 140 new charging stations, bringing the total to over 3,900 across 286 cities in China [6] Group 4: Company Performance and Sales Data - GAC Group reported a December automobile production of 165,302 units, a year-on-year decrease of 20.23%, with total production for the year at 1,744,429 units, down 8.98%. December sales were 187,453 units, down 33.82%, with total sales for the year at 1,721,489 units, down 14.06% [7] - Volvo Cars reported a December global sales figure of 75,049 units, a year-on-year increase of 2%, but a total annual sales decrease of 7% to 710,042 units [8] - Yueda Kia's December sales reached 20,666 units, maintaining over 20,000 units for ten consecutive months, with total annual sales of 253,964 units, a year-on-year increase of 2.3% [9][10] Group 5: Corporate Developments - Xiaopeng Motors has announced a patent for a robot vision calibration method that allows for fully automated calibration processes [10] - Horizon Robotics and the Omnivision Group's joint venture, Smart Driving Mainland neueHCT, has completed nearly $200 million in financing, with investments from several leading industry and market funds [10] - Volvo Cars appointed Thomas Ingenlath as Chief Design Officer, effective February 1, 2026, to lead the global design department [11]

Core Viewpoint - The article discusses the expansion of Li Auto's supercharging stations, highlighting significant growth in the number of stations and their strategic placement along highways, which is expected to enhance the charging infrastructure for electric vehicles in China. Group 1: Expansion Plans - As of December 31, 2024, Li Auto has 1,727 supercharging stations, with an increase of 345 stations in the last week of December and 136 stations added on December 31 alone [1] - By December 31, 2025, the number of supercharging stations is projected to reach 3,907, with 194 stations added in the last week of December and 72 on December 31 [1] - Li Auto plans to have a total of 4,800 supercharging stations by the end of 2026, with over 35% of these located on highways, equating to approximately 1,680 stations [1] Group 2: Charging Infrastructure Statistics - Currently, about 20% of highway service areas have Li Auto supercharging stations, with an average of one station every 318 kilometers on all highways in China [1] - By the end of 2026, it is expected that around 28% of highway service areas will feature Li Auto supercharging stations, reducing the average distance between stations to approximately 227 kilometers [1] - During the period from October 1 to 8, 2025, Li Auto's supercharging stations accounted for 12% of the total charging volume on national highways, with a total charging volume of 14.7 million kWh [4] Group 3: National Charging Station Growth - As of December 27, 2024, over 5,800 out of 6,000 highway service areas in China have installed charging piles, achieving a coverage rate of 97% [4] - The total number of charging piles in highway service areas has reached 33,000, with an increase of 12,000 compared to 2023 [4] - The number of charging sessions for new energy vehicles on highways reached 5.169 million, with a total charging volume of 1.23 trillion kWh during the same period, reflecting a 23.61% increase in daily average charging volume compared to the May Day holiday and a 47.3% increase compared to the previous year's National Day holiday [4]

Core Viewpoint - The company aims to significantly expand its charging station network, with specific targets set for the coming years, indicating a strong commitment to infrastructure development in the electric vehicle sector. Group 1: Charging Station Development Goals - As of December 30, 2025, the company plans to have 3,835 charging stations, needing 165 more to reach the target of 4,000 [1] - The target for 2024 is to establish 2,000 charging stations, with a breakdown of 700 on highways and 1,300 in urban areas, although the urban target presents more challenges [1] - By December 31, 2024, the company aims to have 1,600 stations operational, with a goal of reaching 2,000 by the end of Q1 2025 [1] Group 2: Progress Updates - On February 25, 2025, the company announced plans to have over 2,500 charging stations ready by the time of the i8 release [2] - By March 14, 2025, the company set a new target of 4,000 charging stations [2] - The company surpassed 2,000 stations on March 28, 2025, and reached 2,500 stations by June 19, 2025 [2] - On July 29, 2025, the company broke the 3,000 station mark on the same day the i8 was officially launched [2] - The company plans to build 4,800 charging stations by 2026, with over 35% of them located on highways, equating to approximately 1,680 stations [2]

Group 1 - The core point of the article is that Li Auto (02015.HK) plans to launch 15 new Li Supercharging stations in the 51st week of 2025, bringing the total number of stations to over 3,700 [1] Group 2 - The company continues to expand its charging infrastructure, indicating a strong commitment to enhancing customer convenience and supporting the growth of electric vehicle adoption [1] - The increase in charging stations is part of Li Auto's strategy to improve its service network and strengthen its market position in the electric vehicle industry [1] - The cumulative number of charging stations exceeding 3,700 reflects the company's rapid growth and investment in infrastructure [1]

Domestic News - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on three mandatory national standards, including technical requirements and testing methods for light vehicle automatic emergency braking systems [2] - BYD plans to launch its ultra-luxury brand "Yangwang" in the Middle East at the beginning of 2026, with subsequent expansions to Europe and the Americas [3] - Geely has introduced a "cross-year vehicle purchase tax subsidy" plan, offering up to 15,000 yuan in subsidies for customers who complete their orders by November 30, 2025 [4] - Zhijie Auto announced a delay in the purchase tax subsidy for its R7 and new S7 models, allowing customers to receive up to 15,000 yuan in subsidies if delivery occurs in 2026 due to non-user reasons [5] - Li Auto plans to launch 47 new supercharging stations in the 44th week of 2025, bringing the total number of stations to over 3,500 [7] - GAC's V2G demonstration center has achieved a discharge volume exceeding 400,000 kWh, with an average daily discharge of over 11,000 kWh [8] - Xiaomi's Lei Jun detailed the company's automotive testing system, which includes extensive road testing across various environments, covering over 540 million kilometers for the SU7 model [9] - Huawei's QianKun assisted driving system recorded an additional 681 million kilometers in October, with significant user engagement metrics [10] International News - The termination of the U.S. federal electric vehicle subsidy led to a sharp decline in October sales, with a previous quarter's sales reaching 438,000 units, a 40.7% increase [12] - Google announced the launch of an AI real-time lane guidance feature for cars equipped with its system [13] - Nissan and Monolith extended their partnership to utilize AI in improving the automotive development process [14] - NVIDIA and Deutsche Telekom are investing 1 billion euros to build the largest data center in Europe, enhancing AI infrastructure capabilities [15] Commercial Vehicles - Toyota has launched a new hydrogen-powered pickup truck, currently in concept form, based on the Tacoma model [16] - The logistics industry in China maintained an expansion trend in October, with a logistics prosperity index of 50.7%, despite a slight decrease from the previous month [18] - The J6P pure electric tractor from Jiefang has received the first carbon footprint certificate for commercial vehicles in China, marking a significant advancement in carbon management [19] - GAC launched the world's first 8.5-meter L4 level autonomous city bus, featuring a range of over 400 kilometers and accommodating 20 passengers [20]

Core Insights - The article highlights that Li Auto is set to launch 47 new supercharging stations in the 44th week of 2025, bringing the total number of supercharging stations to over 3,500 [1] Company Developments - Li Auto will increase its supercharging infrastructure with the addition of 47 new stations [1] - The cumulative number of Li Auto's supercharging stations will exceed 3,500 following this expansion [1]

Core Viewpoint - The main contradiction in China's high-speed charging issue is the growing demand for better charging experiences versus the current imbalance of high-quality charging resources in the country [1] Group 1: Charging Infrastructure - The overall high-quality charging resources in China need to increase to truly reduce the existing contradictions [1] - As of October 2025, the number of high-speed charging stations for the company is expected to reach 1,200, with over 3,300 supercharging stations and 18,000 charging piles nationwide [4] - The coverage of charging piles in highway service areas has reached 97%, with over 58,000 service areas equipped with charging stations [4] Group 2: Charging Demand and Usage - During the National Day holiday in 2025, the company's supercharging stations served 1 million times, with 410,000 times for its own vehicle owners and 590,000 times for non-owners, demonstrating a contribution to all vehicle owners [1] - From October 1 to 8, 2025, the total charging volume at the company's high-speed supercharging stations was 14.7 million kWh, accounting for approximately 12% of the national high-speed charging total [3] - The average daily charging volume during the National Day holiday increased by 23.61% compared to the May Day holiday and by 47.3% compared to the previous year's National Day holiday [4] Group 3: Charging Resource Quality - The current penetration of 250 kW+ fast charging resources is still insufficient [2] - The 120 kW fast charging resources in China are already at a high level compared to other countries, while 360 kW provides a significantly better charging experience [1]

Core Insights - The National Development and Reform Commission and five other departments have issued a plan to double the service capacity of electric vehicle charging facilities by 2027, aiming to establish 28 million charging facilities nationwide and provide over 300 million kilowatts of public charging capacity to meet the demand of over 80 million electric vehicles [1] Industry Overview - The upstream of the new energy charging pile industry chain includes the manufacturing of equipment components such as charging modules, PCBs, and transformers, with key players like Youyou Green Energy and Infineon [2] - The midstream involves the supply of charging equipment, including various types of DC and AC charging piles, with participants such as Guodian NARI, XJ Electric, and Shenghong Co [2] - The downstream focuses on the operation of charging equipment, with major players including State Grid, Southern Power Grid, and various local transportation companies [2] Market Growth Projections - The number of electric vehicles in China is expected to reach 160 million by 2035, leading to significant expansion in the charging pile market [3] - The domestic charging pile market is projected to reach 50.3 billion yuan by 2025 and 205.5 billion yuan by 2030 [3] Technological Trends - The market is shifting from speed and scale to high-quality development, with an emphasis on high voltage and high current requirements for charging piles and core components [3] - The recent industry policies are focusing on the construction of high-power charging facilities, which are expected to accelerate the promotion of ultra-fast charging [3] Investment Opportunities - The acceleration of high-power charging facilities is expected to bring performance growth to the industry chain, with increased technical requirements for manufacturing [4] - The operational efficiency of charging service providers is anticipated to improve with the penetration of high-power charging facilities, leading to enhanced profitability [4] Related Companies - NIO has established 3,206 battery swap stations nationwide, including 972 along highways, creating a comprehensive battery swap network [5] - Li Auto announced the launch of 105 Li Supercharging stations and 568 supercharging piles, bringing the total number of supercharging stations to over 3,400 [5] - Titan Energy Technology has charging facilities covering over 80 cities with more than 600 charging stations, including major event venues and demonstration stations [5]