IT之家 1 月 6 日消息，宁德时代今日官宣，宁德时代与蔚来在安徽合肥签署为期 5 年的全面深化战略合作协议。 蔚来高级副总裁曾澍湘、宁德时代市场体系联席总裁韩伟代表双方签约。合肥市委书记费高云，市长罗云峰与宁德时代董事长兼 CEO 曾毓 群，蔚来创始人、董事长、CEO 李斌等共同出席并见证签约。 双方围绕技术、生态、市场三大领域深化合作，共同推动新能源汽车产业技术进步与商业模式创新，助力合肥打造世界级新能源汽车产业集 群： IT之家发现，蔚来早在 2023 年 1 月 17 日就已经与宁德时代签署了五年全面战略合作协议，其中就涉及"基于长寿命电池的商业模式合作"等领 域。 蔚来能源充换电站总数 8,543 座 实时累计换电次数 96,898,183 蔚来能源换电站 其中高速公路换电站 3,683 座 1,009 座 在技术端，重点围绕长寿命电池、换电适配技术开展专项联合开发，推进多技术路线协作与新技术优先落地，提升产品综合竞争力。 在生态端，共同推进换电技术标准制定与换电网络资源共享，深化在电池租赁（BaaS）等商业模式下的协同，合力构建开放、共享的换 电产业生态。 在市场端，加强海内外市场的品牌联合推广 ...

欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【大力加码换电首年宁德时代亮成绩单，明年要累计建成近4000座站】记者获悉，截至最新数据，过去仅1年，宁德时代巧克力换电与骐骥换电分别建成 1020座、305座换电站。其巧克力换电面向乘用车换电，骐骥换电则面向重卡。就上述"成绩单"，宁德时代称，这标志着其在乘用车便捷补能与商用车干 线物流两大场景，同步实现了规模化网络布局，换电服务能力进入全新阶段。据悉，巧克力换电目前已进入全国45座城市，服务长三角、京津冀、川渝、 大湾区等主要经济区。宁德时代透露，2026年将累计建成近4000座站换电站。其中，巧克力换电计划在140多座城市累计建成超3000座换电站，同步启 动高速公路网络建设，长期目标为3万座，并将开放加盟计划。(澎湃新闻) 2.【雷军直播回应拆车原因：希望大家能说一些公道话，不要为了流量去故意夸大】1月3日，雷军新年第一场直播中，当被问及为何要做拆车直播时，雷 军表示，有博主评价说SU7是小米的第一辆车，雷军肯定知道会被别人拆的。所以用料特别扎实，第二辆车就不一定了。YU7是我们的第二辆车，我今天就 决定邀请 ...

Group 1 - Lei Jun responded to the拆车直播, emphasizing the quality of Xiaomi's vehicles and encouraging fair criticism from reviewers [2] - BMW China announced a price adjustment for 31 models starting January 1, 2026, clarifying that it is not engaging in a price war [3] - The Hong Kong Court upheld a Mareva injunction against former Evergrande CEO Xia Haijun, preventing him from transferring assets worth HKD 60 billion [3] Group 2 - Xiaomi aims to deliver 410,000 vehicles in 2025, showcasing its growth in the automotive sector [7] - Chinese automaker Chery's model, Jetour, became the best-selling vehicle in Israel in 2025, with approximately 13,000 units sold [9] - CATL reported significant progress in battery swap stations, with plans to establish nearly 4,000 stations by 2026 [10] Group 3 - Netflix plans to shorten the theatrical release window for Warner Bros. films to 17 days post-acquisition, raising concerns among traditional cinemas [10] - The 2025 New Year's box office in China surpassed RMB 700 million, with top films including "Zootopia 2" and "Avatar 3" [18] - China's share of the global new energy vehicle market reached 68.4% from January to November 2025, indicating strong performance in the sector [19]

关注 「电动车公社」 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 阿尔宾娜作为宝马的专属改装品牌，和宝马一起出过不少优秀作品，如今阿尔宾娜正式属于宝马，可以帮助宝马在高端个性化定制上打出更多优势。 今日新闻要点： 1、 ALPINA成为宝马旗下独立品牌 1月1日，宝马 与 ALPINA 商标权正式完成移交，标志着 BMW ALPINA 正式成为宝马集团旗下独立专属品牌。 早在 2022 年 3 月 10 日，宝马集团就正式 宣布收购了 ALPINA 品牌，但收购协议到今年才正式生效。 和我们一起重新思考汽车 ALPINA成为宝马旗下独立品牌； 宁德时代1325座换电站落成； 据悉， BMW ALPINA 的核心定位在于实现性能与舒适性的独特平衡，并以其标志性的驾驶体验著称。此外，品牌还提供丰富的定制化选项与专属材料，以及 独具匠心的细节设计。 近日，宁德时代旗下共1325座换电站落成，其中巧克力换电与骐骥换电分别建成1020座、305座，两大体系分别给乘用车、商用车提 供服务， 实现了规模化网络布局，换电服务能力进入全新阶段。 ...

Core Viewpoint - The launch of the Hainan Free Trade Port's full island closure operation has made it the largest free trade port globally, but the benefits of the zero-tariff policy on imported vehicles primarily target operational enterprises rather than individual consumers [1][4]. Summary by Sections Zero-Tariff Policy Implementation - The zero-tariff policy for vehicles and yachts was established on December 25, 2020, allowing only registered transportation and tourism enterprises in Hainan to import vehicles under specific conditions [2]. - The range of zero-tariff goods has expanded significantly from approximately 1,900 to about 6,600 tax items, covering 74% of all goods [2]. Eligibility and Restrictions - Only vehicles registered for operational use by eligible enterprises can benefit from the zero-tariff policy, which includes strict conditions such as the requirement for vehicles to be used for legal operations and to have a satellite positioning system [3][4]. - Enterprises must meet specific criteria, such as owning at least 15 operational vehicles or importing a minimum of 15 vehicles at once, and the vehicles must be registered for operational purposes [3]. Market Reactions and Misconceptions - The public's excitement over the prospect of purchasing luxury cars at significantly reduced prices reflects a misunderstanding of the policy's actual beneficiaries, which are primarily businesses rather than individual consumers [5][6]. - The emergence of gray market activities, such as "zero-tariff car" purchases through unofficial channels, poses legal and financial risks for individuals [6]. Industrial Opportunities - The closure operation is expected to lead to a structural reduction in supply chain costs, benefiting automotive manufacturers by lowering import tariffs on key components, which can reduce production costs by 18%-20% [7]. - The policy aims to create a "cluster highland" for the automotive industry, with tax incentives for registered operational enterprises, offering a lower corporate tax rate of 15% compared to the mainland's 25% [7][8]. New Energy Vehicle Development - The intersection of the zero-tariff policy and Hainan's plan to ban the sale of fuel vehicles by 2030 is expected to boost the new energy vehicle sector, with significant growth in the number of electric vehicles in the province [8][9]. - Hainan is becoming a testing ground for innovative policies in the new energy vehicle sector, with various initiatives to enhance infrastructure and support for electric vehicles [9]. Strategic Corporate Moves - Companies like CATL are making significant investments in Hainan, with plans to establish numerous battery swap stations and engage in renewable energy projects [10]. - BMW is also planning to use Hainan as a testing ground for hydrogen fuel cell vehicles, indicating the region's growing importance in the automotive innovation landscape [11]. Regional Economic Role - Hainan's role is shifting from a marginal position in China's automotive industry to a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and efficient exports [12]. - The "export tax rebate" policy in Hainan provides a competitive advantage for domestic automotive manufacturers looking to enter international markets [12]. Policy Innovation and Future Implications - The zero-tariff environment in Hainan serves as a "policy laboratory" for exploring new regulatory frameworks and international standards in the automotive sector [12]. - The overall impact of the zero-tariff policy is expected to reshape the competitive landscape of the automotive industry in China, fostering a comprehensive ecosystem that integrates manufacturing, logistics, and innovation [12].

Core Insights - Hainan Free Trade Port officially launched its full island closure operation, becoming the world's largest free trade port, leading to significant price reductions on luxury cars, sparking public interest in cross-sea car purchases [2] - The zero-tariff policy primarily benefits operational enterprises and specific institutions rather than individual consumers, indicating a focus on industrial upgrades and restructuring rather than consumer market stimulation [2][4] Policy and Implementation - The zero-tariff policy for vehicles was established on December 25, 2020, allowing only registered transportation and tourism enterprises in Hainan to import vehicles under specific conditions [3] - The range of zero-tariff items expanded from approximately 1,900 to about 6,600, covering 74% of all commodity tax items, with a shift from a positive list to a negative list management approach [3] Eligibility and Restrictions - To qualify for zero-tariff imports, enterprises must either operate 15 or more vehicles for over three years or import at least 15 qualifying vehicles at once, with strict usage conditions [4] - Zero-tariff vehicles must be registered for operational use, limiting their lifespan to 15 years and imposing restrictions on transfer and usage [4][5] Economic Impact - The zero-tariff policy significantly reduces the cost structure for supply chains, with potential savings of 15%-20% on key components like electric vehicle batteries, leading to an 18%-20% reduction in overall production costs [6][7] - The policy aims to create a "cluster highland" for the automotive industry, attracting enterprises with lower corporate tax rates and fostering a complete ecosystem of manufacturers and service providers [7] Strategic Developments - Hainan's policies align with the province's goal to ban the sale of fuel vehicles by 2030, promoting the growth of the new energy vehicle sector [8] - Companies like CATL are making significant investments in Hainan, indicating a strong commitment to developing the region as a hub for renewable energy and electric vehicle infrastructure [9] Regional Role and Innovation - Hainan is positioned to become a dual hub connecting mainland China and Southeast Asia, facilitating lower-cost imports and exports of vehicles and components [10][11] - The region serves as a "policy laboratory" for innovative regulatory frameworks, aiming to balance convenience and safety while aligning with international standards [11][12] Conclusion - The true impact of Hainan's closure on the automotive industry lies in its potential to reshape competitive dynamics, creating a comprehensive ecosystem that integrates manufacturing, logistics, services, and innovation [12]

Core Viewpoint - The article highlights the strategic collaboration between CATL and the Haikou government to establish a comprehensive battery swap network in Hainan, aligning with the province's green development goals and the broader push for electric vehicle infrastructure in China [2][3]. Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1][11]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: CATL's Strategic Moves - CATL has signed a strategic cooperation agreement with the Haikou government to invest in 100 battery swap stations across Hainan by 2030, marking a significant step in expanding its battery swap network in Southern China [1][2]. - The company aims to establish over 1,000 battery swap stations by 2025, with the Hainan market being a crucial component of this strategy [2][3]. Group 3: Market Growth and Performance - CATL's battery swap business has seen rapid growth, achieving a record of 105 new stations and 103 stations going live in August alone, totaling 512 stations across 34 cities by the end of August [2]. - The daily battery swap volume has reached over 140,000 kWh, with individual stations achieving a daily swap volume of 10,000 kWh, positioning CATL among the industry leaders [2]. Group 4: Collaboration and Policy Support - The partnership with Haikou includes collaboration on green energy development, new energy storage applications, and electric transportation, enhancing the local energy ecosystem [3][4]. - Haikou has introduced incentive policies, offering up to 500,000 yuan for projects that deploy a certain number of battery swap vehicles, supporting the promotion of the battery swap model [3].

Core Viewpoint - CATL is strategically expanding its presence in the commercial vehicle battery swapping sector through the establishment of three new companies, focusing on innovative technologies and network development to enhance operational efficiency and promote green transportation [3][4]. Group 1: Technological Breakthroughs - CATL launched its self-developed one-stop heavy-duty truck battery swapping solution, "Qiji Battery Swapping," aimed at addressing industry pain points such as low efficiency and compatibility issues [5]. - The Qiji battery swapping system includes the Qiji battery block, swapping stations, and a cloud platform, forming a complete service ecosystem [5]. - The introduction of the 75 standardized battery block allows for a swapping time of under 5 minutes and high compatibility across different vehicle models, significantly improving operational efficiency [6]. Group 2: Network Development - CATL has established 100 battery swapping stations, marking the transition from pilot projects to large-scale operations, focusing on high-frequency operational scenarios such as coal mines and logistics [8]. - The implementation of standardized battery blocks and cloud management has enabled quick battery swaps, increasing daily operational hours for heavy-duty trucks by 2-3 hours in port scenarios [8]. Group 3: Ecological Restructuring - The battery swapping model promotes industry collaboration, moving away from isolated operations to a more cooperative ecosystem, with CATL's battery blocks already compatible with 16 vehicle manufacturers [11]. - CATL's strategic partnership with Sinopec aims to upgrade 500 gas stations into comprehensive energy stations by 2025, enhancing the battery swapping network [11]. - The battery swapping model increases the lifecycle value of batteries by 40%, allowing for efficient use and recycling of battery resources [12]. Group 4: Cross-Domain Collaboration - CATL is addressing user concerns by collaborating with financial institutions to offer favorable financing options for heavy-duty trucks, significantly reducing the financial burden on users [13]. - The company has partnered with insurance providers to offer specialized insurance products, further lowering operational costs for users [13]. - CATL is actively investing in the construction of battery swapping stations and facilitating connections between vehicle manufacturers and customers, ensuring a win-win situation across the industry [13]. Group 5: Future Outlook - The battery swapping model is expected to reshape the value creation logic within the lithium battery industry, with CATL poised to lead the electrification of heavy-duty trucks and promote large-scale green transportation [14].

Group 1 - The core viewpoint of the article highlights the strategic cooperation between CATL and the Linfen Municipal Government, focusing on leveraging local renewable energy resources for various applications [1] - CATL plans to promote 1,000 battery-swappable heavy-duty trucks in Linfen by the end of this year and establish 41 battery swap stations, with a future goal of 60 stations [1] - By 2030, the partnership aims to cumulatively promote 50,000 battery-swappable heavy-duty trucks [1]

Core Viewpoint - CATL has signed a strategic cooperation agreement with the Linfen Municipal Government to leverage local green energy resources for various initiatives, including the development of a zero-carbon heavy-duty truck transport corridor and promoting industrial upgrades [1] Group 1: Strategic Initiatives - The partnership aims to utilize abundant wind and solar energy resources in Linfen to enhance cooperation in multiple areas [1] - CATL plans to promote 1,000 battery-swappable heavy-duty trucks in Linfen by the end of this year [1] - The construction of 41 battery swap stations is set to begin, with a future goal of establishing a total of 60 stations [1] Group 2: Long-term Goals - By 2030, CATL and the Linfen Municipal Government aim to promote a cumulative total of 50,000 battery-swappable heavy-duty trucks [1]