行业周报 ·新能源智造行业 特斯拉官微预热 OptimusV3 亮相 具身智能产业链跟踪(32) 2026年2月9日 建议关注:绿的谐波、丰立智能、中大力德、五洲新春、恒立液压、鸣志电器、 兆威机电、鼎智科技、捷昌驱动、汉威科技、优必选、越疆、中坚科技、速腾 聚创,拓普集团、伯特利、精锻科技、旭升集团、均胜电子、地平线机器人- W、双林股份、中鼎股份、凌云股份、贝斯特、爱柯迪、安培龙、卧龙电驱、 星源材质、富临精工、汇川科技、震裕科技、三花智控、奥比中光、福莱新材 等。 风险提示:关键技术突破不及预期的风险,下游场景开发进度、需求空间不及 ● 预期的风险等。 分析师 曾韬 ☎：010-8092-7689 0:zengtao_yj@chinastock.com.cn 分析师登记编码：S0130525030001 鲁佩 ☎： 010-8092-7627 网：lupei_yj @chinastock.com.cn 分析师登记编码：S0130521060001 段尚昌 @: duanshangchang_yj @chinastock.com.cr 分析师登记编码：S0130524090003 研究助理 彭星嘉 @: ...

General Motors Company (NYSE: GM) Conference Summary Company Overview - **Company**: General Motors Company (GM) - **Date of Conference**: February 04, 2026 - **Key Speaker**: Paul Jacobson, CFO of GM Core Industry Insights - **Transformation in the Auto Industry**: The auto industry is undergoing significant transformation, particularly in the shift towards electric vehicles (EVs) and adapting to a dynamic regulatory environment [2][4][15] - **Impact of Tariffs**: GM has faced over $3 billion in tariffs last year and expects $3-$4 billion in tariffs this year, which has influenced financial guidance and operational strategies [5][6] - **Market Share Gains**: GM has achieved substantial market share gains in lower-priced vehicles, selling over 700,000 vehicles priced under $30,000, indicating a successful strategy across different market segments [9][10] Financial Performance - **Earnings and Margins**: GM restored its North American margins to 8%-10% ahead of expectations, demonstrating resilience and effective management despite external challenges [6][12] - **Free Cash Flow**: GM has increased its free cash flow from approximately $3 billion to a consistent $10 billion over the past 4-5 years, providing a financial cushion to absorb shocks [12][13] - **Balance Sheet Strength**: The company boasts a strong balance sheet with minimal pension liabilities and an investment-grade credit rating, positioning it well for future investments [13] Electric Vehicle Strategy - **Investment in EVs**: GM announced a $7 billion charge related to EV investments, indicating a commitment to infrastructure capable of producing 1 million EVs annually [16][18] - **Regulatory Environment**: Changes in the regulatory landscape are expected to align better with consumer demand, potentially leading to more stable EV adoption rates [17][15] - **Onshoring Investments**: GM plans to invest $5 billion in onshoring initiatives, aiming to produce nearly 2 million vehicles in the U.S. by 2027, which will help mitigate tariff impacts [18][24] Supply Chain Management - **Resiliency Focus**: GM has prioritized supply chain resiliency, particularly in light of past challenges such as the chip shortage and rare earth material dependencies [41][45] - **Supplier Relationships**: The company emphasizes healthy collaboration with suppliers to ensure stability and profitability across the supply chain [26][27] Future Outlook - **Software and Services Growth**: GM is focusing on expanding its software and services revenue, targeting $7.5 billion in deferred revenue, and enhancing customer interactions through technology [20][62] - **Market Positioning**: GM aims to maintain competitiveness in a changing market landscape, particularly against emerging Chinese brands and evolving consumer preferences [72][74] - **Long-term EV Commitment**: Despite current challenges, GM remains committed to the EV market, viewing it as a long-term growth opportunity, while also ensuring profitability through cost management and technological advancements [55][56] Additional Considerations - **Hybrid Vehicles**: GM is exploring opportunities in hybrid vehicles, leveraging existing expertise while ensuring a measured approach to market entry [58][59] - **AI Integration**: The use of AI in vehicle development and production processes is growing, enhancing efficiency and decision-making capabilities within the company [75][76] This summary encapsulates the key points discussed during the conference, highlighting GM's strategic direction, financial health, and industry positioning amidst ongoing transformations in the automotive sector.

2026年2月2日，浙江大学杭州国际科创中心人形机器人创新研究院联合镜识科技、凯尔达集团，正式向全球发布首款峰值速度达到10米/秒的全尺寸人形 机器人"Bolt"，该机器人以10米/秒的奔跑时速，成为目前全球跑得最快的人形机器人。 据悉，该机器人以短跑传奇运动员尤塞恩·博尔特（Usain Bolt）命名，身高175厘米，体重75千克。其10米/秒的峰值速度已极为逼近人类运动极限。作为 参考，截至2025年，由博尔特保持的男子百米世界纪录（9.58秒）换算下来平均速度约为10.438米/秒。这意味着"Bolt"的峰值速度已接近人类顶尖短跑运 动员的水平。 据了解，镜识科技创始人王宏涛此前曾表示，公司的目标是打造能真正逼近、乃至超越人类运动能力的"超物种"机器人。2025年1月，该团队凭借四足机 器人"黑豹"创下了全球最快奔跑纪录。此次成功将技术积累迁移至人形机器人领域，不仅体现了其在运动控制方面的持续领先优势，也展现了从四足到双 足形态运动控制的技术延伸能力。 据介绍，此前，该公司研发的四足机器人"黑豹Ⅱ"曾创下10.3米/秒的奔跑速度，一举打破波士顿动力尘封12年的机器人速度纪录，成为全球最快的四足机 器人。 ...

格隆汇2月3日丨近日，浙江大学杭州国际科创中心人形机器人创新研究院正式发布全尺寸人形机器人 Bolt。该机器人以10米/秒的奔跑时速，成为目前全球跑得最快的人形机器人。该成果由科创中心联合镜 识科技、凯尔达共同研发完成。 ...

Economically, the only car anyone should buy is a used Model 3. >> I know >> forever my favorite Neiake because it is unequivocally true and makes everybody feel feelings and I love it. >> I think people actually want electric cars regardless of like all the noise and like people who experience them are like this is a better experience than gas cars. I'm saying this as somebody who has gas cars and like the dumbest possible gas cars and loves them very much.There's no reason for my daily driver to be anythi ...

Core Insights - The emergence of AI Agents is significantly reducing labor costs in software development, potentially allowing projects that previously took weeks or months to be completed in just hours or a week [1][4] - The article discusses the transformative impact of AI tools on development processes and suggests that 2026 may mark a pivotal turning point for the industry [1] Software Delivery Costs - The initial wave of cost reduction in custom software development was driven by the rise of open-source solutions, which eliminated high licensing fees associated with proprietary databases [2] - The complexity of software engineering has increased in recent years, leading to a perception that development costs have not decreased significantly [2] Cost Savings from AI Agents - AI Agents are expected to drastically lower labor costs in software development, with the potential for a 90% reduction in costs [5][4] - Traditional development processes require a small team for tasks such as CI/CD setup, data access organization, and extensive testing, which can take a month to complete [5] - With AI Agents, these processes can be completed in a matter of hours, allowing for rapid development and reduced communication overhead [6] Release of Potential Demand - The reduction in production costs does not merely lead to lower spending but can result in increased demand for software solutions, as illustrated by the Jevons Paradox [7] - Many companies have significant untapped software needs, and lowering development costs could lead to a surge in demand for new applications [8] Importance of Domain Knowledge - Despite the advancements in AI, human oversight remains crucial to ensure quality and direction in software development [10] - Developers who master AI tools will become highly efficient in solving business problems, leveraging their domain knowledge to enhance productivity [10] Future of Software Development - The combination of business experts and skilled developers using AI tools will enable rapid iteration and development, potentially reducing the need for large teams [11] - The industry is on the brink of significant change, with the potential for software development to evolve faster than anticipated as AI technology continues to advance [12] AI in Legacy Code Management - AI Agents can simplify the understanding and maintenance of legacy code, making it easier to identify bugs and suggest fixes [13]

once again, if you are coming to the UAE or are here now, make sure you download:- Careem, Bolt, and Talabat for rides and food (I don't recommend Uber)- understand that VolIP calls will not work on the local network — meaning WhatsApp, Signal and TG calls ...

@SolanaConf also make sure you download careem, talabat, and boltthese are the apps you need at a minimum ...

Group 1 - In Q3, electric vehicle and electric truck sales in the U.S. reached 438,500 units, marking a record high for a single quarter and accounting for 11% of total new car sales, up from 8.7% previously [1][4] - Analysts predict a potential decline in electric vehicle sales in the coming months due to the cancellation of federal tax credits, despite expectations for continued growth from affordable electric models [1][6] - By 2030, electric vehicles are projected to make up 25% of new car sales in the U.S., a significant increase from current levels, although lower than previous estimates of 50% [1][6] Group 2 - Tesla remains the dominant player in the U.S. electric vehicle market, but its market share has decreased from 80% four years ago to 41% as competitors close the gap [4] - General Motors has seen rapid progress in electrification, capturing 15% of the electric vehicle market this quarter, up from 10% year-over-year, driven by the popularity of the Chevrolet Equinox [4] - Nearly half of U.S. consumers purchasing electric vehicles this year did not utilize any federal subsidies, with at least 11 electric models priced below the average new car transaction price [4] Group 3 - The path for electric vehicle development remains challenging, with forecasts indicating a drop in market share to 27% by 2030, down from previous estimates of 48% [6] - The second-hand electric vehicle market is thriving, and more affordable electric models are set to enter production, with at least nine new models expected to be priced below $40,000 in the next three years [6] - The automotive industry's shift towards electrification is deemed irreversible, with some regions taking longer to transition, but the overall direction is clear [6]

Core Viewpoint - General Motors is facing a significant $1.6 billion charge due to a scaling back of its electric vehicle (EV) plans, influenced by recent changes in US government policies regarding consumer tax incentives and emissions regulations, which are expected to slow EV adoption rates [1]. Group 1: Financial Impact - The $1.6 billion write-down reflects a major financial adjustment for General Motors as it reassesses its EV strategy in light of changing market conditions [2]. - The company had previously aimed to leverage pre-October inventory sales to maintain EV credits for customers, but has now opted against this approach [2]. Group 2: Market Position and Strategy - General Motors was one of the most aggressive players among the Detroit Big Three in the EV market, with a comprehensive EV portfolio that now requires reevaluation [3]. - The company offers a wide range of EV products, from the $28,000 Bolt to the $160,000 Cadillac IQ, but needs to rationalize its product offerings to better align with market demand [4]. - Certain models within GM's portfolio are outperforming the industry, but there are concerns about the popularity of other models, such as some pickup trucks, which may lead to their discontinuation [5].