点 击 蓝 字 关 注 我 们 目 录 行业信息 10、河南新乡两部门联合发文:社区充电设施建设执行省级标准 11、2026年汽车"国补"配套细则已在全国落地 12、深圳：支持汽车置换更新 购买新能源乘用车补贴车价的 8% 13、云南省发展和改革委员会关于印发《云南省促进绿色电力消纳的若干措施》的通知 14、黑龙江省人民政府关于印发《落实〈政府工作报告〉主要目标和重点工作责任分工》 的通知 企业信息 新车信息 B 1、理想汽车加入欧盟中国商会 助力经贸合作 2、Model Y L 在澳大利亚获批上市,特斯拉上海超级工厂出口加速 3、长安汽车:预计今年三季度前金钟罩固态电池搭载机器人及装车验证 4、特斯拉第三代家庭充电桩单相版上线:7kW 额定功率，支持白名单智能防盗 5、零跑汽车公司增资至 55.58亿 6、蔚来/乐道新车规划 乐道 L80 5 月上市/蔚来全新 ES7 最快 7 月交付 7、2026 问界汽车春节出行报告:辅助驾驶总里程 3.3 亿公里,占比 46.6% 8、2026年春节假期小米汽车出行报告公布:累计行驶里程超 4.05 亿公里 9、宝马集团与宁德时代签署合作谅解备忘录 10、第五代五菱宏 ...

据媒体今日早些时候报道，华为乾崑智能汽车解决方案官方微博也发布了春节出行报告。据介绍，春节 期间，华为乾崑智驾辅助驾驶里程超4.7亿公里，约等于北京上海往返19万次；人均辅助驾驶里程382公 里，人均辅助驾驶时长5.1小时。 凤凰网科技讯2月25日，赛力斯（601127）集团副总裁康波晒出2026年问界汽车春节出行报告。据介 绍，今年春节，问界汽车行驶8.2亿公里，增程里程3.8亿公里，辅助驾驶总里程3.3亿公里，辅助驾驶里 程占比46.6%，春节出行保障服务17935次。 ...

Core Insights - The report highlights that during the Spring Festival, the company’s vehicles traveled a total of 820 million kilometers, which is equivalent to circling the Earth 20,460 times [6][21] - The extended range mileage reached 380 million kilometers, showing a 17.6% increase compared to regular days [6][23] - The total mileage for assisted driving was 330 million kilometers, with assisted driving accounting for 46.6% of the total mileage [6][8] Group 1: Travel and Environmental Impact - The total charging amount during the festival was 95.95 million kWh, leading to a carbon reduction of 120,000 tons, equivalent to planting 10.55 million trees [6][23] - The company provided travel support services 17,935 times during the Spring Festival [14][29] Group 2: Assisted Driving Features - The number of active users for assisted driving exceeded 710,000, with an engagement rate of 81.8% [8][24] - The top ten cities for assisted driving usage included Shenzhen, Chengdu, Hangzhou, Chongqing, Beijing, Shanghai, Guangzhou, Suzhou, Dongguan, and Xi'an [9][24] - The system actively avoided potential collisions 71,629 times and triggered enhanced automatic emergency steering assistance 243 times [10][24] Group 3: User Experience and Engagement - The total usage of assisted parking reached 10.92 million times, solving an average of 758 parking challenges per minute [11][24] - The total usage time for the third space feature was 18.82 million hours, with an average daily companionship of 110 minutes per vehicle [12][26] - The voice assistant was activated 66.55 million times, with a usage rate of 59% for curtain features and 70% for zero-gravity seats [13][26]

2月10日，重庆两江新区赛力斯问界汽车总部（两江），来自西南政法大学"阳光课堂"大学生禁毒知识 宣讲社团的青年志愿者为托管点的小学生宣讲禁毒知识。中青报·中青网记者 耿学清 助力赛力斯公司高质量发展企业公益托管点由共青团两江新区委员会开办，设在公司党工活动室内，经 过团区委精心布置，成为可以满足孩子们读书学习、手工游戏、教师辅导的假期活动阵地。 在不久前闭幕的2026年重庆市两会上，"假期公益托管服务"再次入选重庆市15件重点民生实事。为落实 好这一民生部署，今年寒假期间，共青团两江新区委员会精准发力，紧扣共青团中央"共青团·伙伴计 划"部署要求，聚焦新就业群体、园区职工、公租房居民等群体子女托管需求，精心谋划推出假期公益 托管营，切实将市级政策红利转化为基层服务实效，共布局90个托管点位、开设153期课程，覆盖31个 镇街。 中国青年报客户端讯（通讯员 陈若曦 中青报·中青网记者 耿学清）助力赛力斯公司高质量发展的企业点 位、服务观音桥商圈从业者的苏宁电器点位、服务龙山街道新就业群体的暖心驿站点位、适配仙桃数据 谷和互联网产业园职工子女的园区托管点、服务环湖雅居和碚都佳园公租房居民的便民点位……2026年 ...

Group 1: Game Development - The first gameplay video of "Black Myth: Zhong Kui" was released by Feng Ji, the CEO of Game Science, who expressed concerns about players analyzing the video for details, as it does not showcase gameplay or features [5][6] - "Black Myth: Zhong Kui" is based on the Chinese folklore character Zhong Kui and is a single-player action RPG set to launch on PC and mainstream console platforms [6] Group 2: Automotive Industry - Lei Jun, founder of Xiaomi, stated that there are currently no plans for Xiaomi cars to enter the U.S. market, clarifying that the Xiaomi YU7 seen in California was likely purchased by local competitors or suppliers [9] - Xiaomi's first-generation SU7 has recently completed production and will soon be delivered to customers, with significant upgrades in chassis, motor, and battery [11] - The new electronic architecture of the YU7 is a self-developed four-in-one domain control module, leveraging Xiaomi's expertise in smart devices [12] Group 3: AI and Technology - OpenAI has begun testing advertisements in ChatGPT, expecting that ad revenue will not exceed half of its total income in the long term, while ensuring user privacy [8] - ByteDance's AI video generation model Seedance 2.0 faced privacy concerns, leading to a temporary suspension of its ability to reference real human images [22][23] - Anthropic's report predicts a significant transformation in software development by 2026, with AI agents taking on more roles, reducing project delivery times from weeks to hours [25][26] Group 4: Automotive Sales Goals - Huawei's Yu Chengdong announced a target to sell 200,000 units of the AITO brand within two years, building on a cumulative sales figure of 100,000 units [13][14] Group 5: New Product Launches - AYANEO, a domestic handheld console brand, denied rumors of employee salary delays, asserting that all salary payments are up to date [15][18] - Ferrari unveiled the interior design of its first electric vehicle, "Luce," featuring a minimalist style and sustainable materials [28][31] - ByteDance launched a new image generation model, Seedream 5.0, which includes features like real-time retrieval and enhanced instruction adherence [32][33]

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry, indicating a positive outlook for the sector [6]. Core Insights - The automotive market is experiencing a significant shift towards brand differentiation, with new energy vehicle (NEV) manufacturers like Hongmeng Zhixing and Xiaomi achieving substantial year-on-year growth in delivery volumes, despite a decline compared to December [1][22]. - Over twenty provinces and cities in China have introduced subsidy policies to stimulate automotive consumption, aiming to stabilize the market amid downward pressures [2][26]. - Internationally, Canada is opening up to collaborations with Chinese NEV manufacturers, signaling a potential expansion of the automotive supply chain [3][42]. Summary by Sections Market Overview - In January 2026, several new energy vehicle brands reported delivery figures, with Hongmeng Zhixing leading at 57,915 units, a 65.6% increase year-on-year. Xiaomi followed with over 39,000 units, marking a strong start towards its annual sales target of 550,000 units [1][20]. - The overall automotive sector saw a 0.32% increase in stock performance during the week of January 31 to February 6, 2026, outperforming the broader market index [12]. Policy Developments - The Chinese government has initiated various consumer incentives, including trade-in and purchase subsidies, to support the automotive market. This includes a special plan for the Spring Festival to boost consumer spending [2][26]. - Canada's new automotive policy will replace previous electric vehicle mandates with a more flexible fuel efficiency standard, while also reintroducing consumer purchase subsidies [3][42]. Investment Recommendations - The report suggests focusing on companies with strong brand advantages and systematic capabilities, as these firms are likely to benefit from the market recovery and long-term growth opportunities in the automotive supply chain [4].

Core Insights - Chongqing is leading the smart connected electric vehicle sector, with a projected annual automobile production of 2.7877 million units by 2025, including 1.2961 million electric vehicles, which is 30 times the production in 2020 [2] - The city is undergoing a significant industrial transformation, shifting from traditional manufacturing to a smart connected ecosystem, thereby accelerating the creation of new high-quality development momentum [2] Innovation Ecosystem - The Chongqing Liangjiang Collaborative Innovation Zone has nurtured nearly 1,000 hard-tech companies and facilitated around 1,500 technology transfer achievements [3] - Companies like Chongqing Zhongke Yaolu Information Technology have developed domestic firsts in 3D glue quality online detection systems, achieving over 20 times growth in five years [3] - Long-term R&D investments by companies such as Changan Automobile exceed 5%, with significant advancements in software and hardware integration [3] Industry Development - Chongqing has established seven national-level enterprise technology centers and three industrial innovation complexes, forming an integrated development pattern of "software + intelligence + hardware" [4] - The region's innovation ecosystem has attracted companies like Beidou Zhili Technology, which has achieved over 3 billion yuan in annual sales and over 12% in R&D investment [4] Industrial Cluster - Chongqing is implementing a world-class smart connected electric vehicle industrial cluster development plan, transitioning from individual efforts to collective action [6] - Changan Automobile reached a milestone of producing its 30 millionth vehicle in just over four years, showcasing the rapid growth of the brand [6] - The city has gathered over 1,200 large-scale component manufacturers, achieving comprehensive coverage of electric vehicle components [6] Supply Chain Optimization - The establishment of a "factory within a factory" model has enhanced supply chain efficiency, with local production and supply capabilities significantly improving response times [8] - Companies like CATL have set up local production facilities within the Seres Super Factory, achieving production adjustments in just 20 minutes [8] - This model has led to a 50% improvement in supply chain collaborative innovation capabilities, streamlining the number of primary suppliers [8] Strategic Vision - Chongqing aims to achieve a local supply rate of 70% for smart connected electric vehicle components by 2027, fostering a deeply integrated industrial ecosystem [7] - The city is leveraging technological innovation and comprehensive chain layout to drive exponential growth in the smart connected electric vehicle industry, aspiring to become a globally influential hub [9]

在本次榜单中，零跑汽车以129%的涨幅成为价值上升最快的品牌，其品牌价值为80亿元。奇瑞品牌价 值则出现76%的下降，为跌幅最显著品牌。 榜单第四、五位为丰田与理想，品牌价值分别为310亿元与270亿元。排名第六至十位的品牌依次是：宝 马、梅赛德斯-奔驰、小鹏汽车、保时捷以及坦克。其中，小鹏汽车品牌价值增长65%。 | | | | | 汽车 | | | | --- | --- | --- | --- | --- | --- | --- | | | 品牌 | | 品牌价值 (亿元人民币) | 品牌价值涨幅 | 品牌发源国 | 母公司 | | 1* | 特斯拉 | | 2,700 | | 美国 | 特斯拉 | | 21 | 比亚迪 | | 1,200 | 0% | 中国 | 比如⁄迪 | | 31 | 问界 | | 330 | 47% | 中国 | 塞力斯 | | 4* | 0 #田 | | 310 | | 日本 | 丰田汽车 | | ਟੀ | 一理想 N | RANDS | 270 | -24% | 中国 | 理想汽车 | | રિં | 宝马 王 | 52 128 | 1-235 | | 德国 | 宝马集团 ...

Core Viewpoint - The overall automotive market in China experienced a significant month-on-month decline in January 2026, influenced by changes in tax policies and early consumer demand, while year-on-year sales remained relatively stable [1]. Group 1: Sales Performance - In January 2026, the retail sales of narrow passenger vehicles in China were approximately 1.8 million units, representing a month-on-month decrease of 20.4% and a slight year-on-year increase of 0.3% [1]. - Major traditional automakers like SAIC and Geely outperformed BYD, with SAIC selling 327,000 vehicles (up 23.9% year-on-year) and Geely selling 270,200 vehicles (up 1.3% year-on-year) [2]. - BYD's sales fell to 205,500 vehicles, a month-on-month decline of 49% and a year-on-year decrease of about 30% due to high base effects and product line adjustments [2]. Group 2: New Energy Vehicle (NEV) Trends - NEV sales in January were approximately 800,000 units, showing a year-on-year decline of 40.2%, but a month-on-month increase of 7.5% [1]. - New entrants like Xiaomi and Hongmeng Zhixing saw significant growth, with Xiaomi's sales increasing by 95% year-on-year to over 39,000 units [4]. - NIO delivered 27,200 vehicles, a year-on-year increase of 96%, with the new ES8 model being a major contributor [5]. Group 3: Cost Pressures - The automotive industry is facing rising costs, with single vehicle costs increasing by 4,000 to 7,000 yuan due to surging prices of key materials like lithium, aluminum, and DRAM [6][7]. - The price of battery-grade lithium carbonate rose from 75,700 yuan per ton at the beginning of 2025 to 146,600 yuan per ton by February 3, 2026, marking an increase of approximately 94% [6]. - UBS reported that the cost increases could compress profit margins significantly, with potential reductions of 33% to 93% in profits for vehicles priced at 150,000 yuan [7]. Group 4: Strategic Directions - To counteract rising costs and stagnant demand, automakers are focusing on international expansion, with Chery exporting 119,600 vehicles in January, accounting for nearly 60% of its total sales [8]. - BYD's overseas sales surpassed 100,000 units, a year-on-year increase of 43.3%, while Geely's exports exceeded 60,000 units, showing a growth of over 120% [8]. - Companies are also targeting the high-end market, with new flagship models being launched, indicating a competitive shift towards premium offerings [10][11]. Group 5: Market Outlook - The automotive market is expected to face challenges in the short term, with a recovery point likely not becoming clear until March or after the first quarter [12]. - The automotive consumption index for January 2026 was reported at 31.1, reflecting a cautious consumer sentiment influenced by various factors [12]. - Overall, the automotive industry is entering a "deep water zone" in 2026, with strategies for international expansion, high-end market penetration, and cost efficiency being critical for future positioning [12].

凤凰网科技讯2月3日，问界汽车官方宣布，2025年问界单车成交均价38.6万元，达新势力品牌TOP1， 同时全年累计销量超42万辆。 今年1月，问界宣布第100万台量产车在赛力斯超级工厂迎来正式下线，达成公司发展历程中又一重要里 程碑。赛力斯创始人张兴海表示，问界第一个100万用了5年，第二个100万力争在两年内完成。 问界是赛力斯（601127）联手华为推出高端智慧汽车品牌，发布于2021年，目前该品牌产品包括：问界 M9系列全景智慧旗舰SUV、问界M8系列家庭智慧旗舰SUV、问界M7系列幸福旗舰、问界M5系列 SUV。2月2日，华为常务董事、产品投资评审委员会主任、终端BG董事长宣布：问界M6即将登 场，"56789"凑齐。 ...