1月1日晚间，蔚来创始人、董事长、CEO李斌发布全员信。 李斌在信中提到，接下来将持续坚决投入充换电基础设施建设，以支持蔚来、乐道、萤火虫三品牌的销 售服务网络覆盖更多地区。"2026年二季度开始，第五代换电站将开启大规模建设，全年换电站建设计 划新增1000站，年底建成超过4600座;换电县县通持续建设，'加电风景线'建成超过100条。" 去年12月蔚来公司交付新车48135台，创历史新高，全年共交付新车326028台，同比增长46.9%。李斌 肯定了蔚来2025年的成绩。他认为，乐道L90、蔚来全新ES8两款纯电大三排SUV重塑了细分市场竞争 格局，这一过程中，便捷的换电网络功不可没。 ...

2026年1月1日，随着德钦梅里雪山蔚来(09866)换电站正式上线，蔚来滇藏换电路线正式贯通。蔚来滇藏换电路线始于云南昆明，全长超2700公里，沿途19 座换电站串联起大理、丽江、香格里拉、林芝、拉萨、日喀则等重要旅游城市，平均每142公里就有一座换电站。云南用户可经由昆明全程换电抵达珠峰大 本营，全国用户可依托超3670座蔚来换电站，全程换电直达珠峰大本营，获得和加油一样便捷、高效的补能体验。 ...

智通财经APP获悉，2026年1月1日，随着德钦梅里雪山蔚来(09866)换电站正式上线，蔚来滇藏换电路线正式贯通。蔚来滇藏换电路线始于云南昆明，全长超 2700公里，沿途19座换电站串联起大理、丽江、香格里拉、林芝、拉萨、日喀则等重要旅游城市，平均每142公里就有一座换电站。云南用户可经由昆明全 程换电抵达珠峰大本营，全国用户可依托超3670座蔚来换电站，全程换电直达珠峰大本营，获得和加油一样便捷、高效的补能体验。 ...

每经AI快讯，据蔚来微信公众号，1月1日，蔚来滇藏换电路线正式贯通，全程超2700公里，沿途布局 19座蔚来换电站，全程换电直达珠峰。 （文章来源：每日经济新闻） ...

人民财讯1月1日电，2026年1月1日，随着德钦梅里雪山蔚来换电站正式上线，蔚来滇藏换电路线正式贯 通。蔚来滇藏换电路线始于云南昆明，全长超2700公里，沿途19座换电站串联起大理、丽江等重要旅游 城市，平均每142公里就有一座换电站。云南用户可经由昆明全程换电抵达珠峰大本营，全国用户可依 托超3670座蔚来换电站，全程换电直达珠峰大本营。 ...

2025年12月28日，蔚来在上海的第200座换电站——蔚来换电站 | 中石化第十加油站于静安区天目 中路620号正式投运。这是蔚来在全国范围内与中国石化销售股份有限公司（以下简称中石化）合作的 第292座站点，也是蔚来在上海第一座和中石化直接合作的场站，它的落成是双方长期战略协同进入规 模化、常态化新阶段的标志，也标志着蔚来"可充可换可升级"的能源体系与传统能源网络深化协同，进 入规模化发展的新阶段。截至目前，蔚来已经与中石化、中石油、中海油、壳牌等石油公司在全国范围 内合作建设了356座换电站。 ...

中石化助力蔚来双向换电站的落地，是传统能源领军者推动新能源汽车与电网融合发展的具体实践。近 年来，中石化明确将充换电网络作为其新形象综合加能站的核心组成部分，并设定了明确的建设目标。 2025年9月，国家发展改革委等部门印发《电动汽车充电设施服务能力"三年倍增"行动方案（2025-2027 年）》，鼓励新能源车企和传统能源企业积极参与充换电基础设施建设。对于正加速向"油气氢电服"综 合能源服务商转型的中石化而言，此次合作是其巩固能源市场地位、布局未来交通能源体系的关键一 步。此前，中石化与蔚来签署战略合作协议，携手共建充换电基础设施，共同打造全球能源行业与汽车 行业的创新合作模式。 上海的第200座换电站是双方在全国范围内合作的首座具备"车网互动"（V2G）能力的双向站，不仅能 高效补能，更能成为参与城市电网调节的智慧基础设施。该站配备23个电池仓位，支持多规格电池包与 多品牌车型共享换电，单站最大日服务能力达480次，单次换电时间最快可达2分24秒。整站算力达到 1016TOPS，搭载高性能智能感知硬件，用户可以通过智能辅助泊车一键驶入换电站进行补能。同时， 本站具备的"车网互动"能力，使其不仅可智能实施" ...

（文 / 观察者网 周盛明 编辑 / 高莘）12月14日，蔚来换电站｜上海浦东星河湾酒店站点正式投入运 营。据悉，此次投入运营的新站点位于浦东新区锦绣路2588号，为蔚来第四代换电站。 导读：截至目前，蔚来在上海区域共建成198座换电站和302座充电站，日均提供电量超过60万度。 蔚来在上海的能源和服务网点 蔚来汽车 蔚来上海区域能源运营负责人表示，上海地区的补能网络建设已形成三大特点：一是覆盖扎实，网络全 面辐射核心城区与远郊区域；二是布局合理，基于实际出行数据规划，有效应对高峰时段需求；三是出 行便捷，关键高速公路服务区站点陆续贯通，为新能源汽车长途出行提供了有力保障。 目前，上海已成为我国新能源汽车消费的领先城市。截至2025年10月，上海市新能源汽车零售市场渗透 率已超过64%，其中纯电车型的渗透率已连续三个月突破50%，达成既定目标。 观察者网还注意到，根据国家能源局发布的数据，截至2025年10月底，全国电动汽车充电基础设施 （枪）总数已达1864.5万个，同比增长54.0%。其中，公共充电设施（枪）为453.3万个，同比增长 39.5%。 此外，乘联分会数据显示，2025年1—11月，我国新能源 ...

Domestic News - The domestic automotive chip certification review technology system has achieved a breakthrough, marking a key progress in establishing a self-controlled quality assurance system for automotive chips in China [2] - Beijing is increasing financial support for automotive consumption, especially for new energy vehicles, by optimizing loan products and reducing penalties for early loan settlements during trade-ins [3] - As of the end of October, the total number of electric vehicle charging infrastructure (guns) in China reached 18.645 million, a year-on-year increase of 54.0% [4] - GAC Honda's acquisition of Dongfeng Honda Engine Company has entered the public announcement period, with GAC Honda set to acquire 100% of the shares [5] - GAC Haobo has obtained the "L3 level specific scenario autonomous driving road test" license, becoming the first company in the country to receive this approval for testing at speeds up to 120 km/h [6] - NIO has completed the battery swap route in the Sichuan-Western Ring, covering a total distance of 1,400 kilometers with 13 battery swap stations [7] - Leap Motor's first overseas cooperation model with FAW has been launched, with plans for mass production and overseas sales next year [8] - BMW has deployed its self-developed AI intelligent platform "Gaia" in China, aiming to enhance AI integration across various operational areas [9] International News - Porsche has adjusted its electrification strategy, abandoning the previous goal of 80% of new models being fully electric, opting for a more flexible approach to meet diverse customer needs [10][11] - In Indonesia, new car sales in October decreased by 4% year-on-year, with total sales for the first ten months dropping over 11% compared to the previous year [12] - Stellantis announced the integration of Tesla's charging system, expanding the charging coverage for electric vehicles across North America, Japan, and South Korea [13] - Toyota plans to invest $912 million to expand the production capacity of hybrid vehicle engines in the U.S. as part of a broader $10 billion investment plan over five years [14] Commercial Vehicles - The Yunnan Highway heavy-duty truck green electric supercharging corridor has been fully completed, featuring a network designed for electric heavy trucks [16] - Weiqiao New Energy Commercial Vehicle has officially launched the V80 model, emphasizing lightweight design and adaptability for modern logistics [17] - BYD showcased new electric models at the Latin American Commercial Vehicle Exhibition, enhancing its product lineup in overseas markets [18] - Pony.ai announced plans to mass-produce its fourth-generation autonomous truck family next year, collaborating with SANY Heavy Truck and Dongfeng Liuzhou Motor [20]

Group 1: Passenger Car Market Performance - In September, the national retail sales of passenger cars reached 2.239 million units, representing a year-on-year increase of 6% and a month-on-month increase of 11% [1] - Cumulative retail sales for the year reached 17.004 million units, showing a year-on-year growth of 9% [1] - The retail sales of new energy vehicles (NEVs) in September were 1.307 million units, with a year-on-year increase of 16% and a month-on-month increase of 17%, leading to a penetration rate of 58.5% for NEVs [1] Group 2: Smart Mobility and Charging Infrastructure - Xiaomi reported that from October 1 to 8, its car owners accumulated over 261 million kilometers, with the longest single vehicle journey being 8,680.9 kilometers [2] - NIO's report indicated that its battery swap stations provided services 1,097,985 times during the same period, with a year-on-year daily increase of 37% [2] - The peak day for battery swaps on October 1 reached a record high of 145,955 swaps [2] Group 3: Autonomous Driving Developments - BYD won the bid for Singapore's first L4 autonomous bus pilot project, which will feature electric buses and is set to begin testing in mid-2026 [3] - This project is a significant advancement for BYD in the fields of autonomous driving and smart transportation, enhancing its international competitiveness [3] Group 4: Electric Vehicle Sales Performance - Lantu Motors announced that its new model, Lantu Zhi Yin, sold 3,670 units in September, making it the best-selling pure electric model among Chinese brands [4] - The total deliveries for Lantu in September reached 15,224 units, with a cumulative year-on-year growth of 85% from January to September [4]