点 击 蓝 字 关 注 我 们 本文全文共 3613 字，阅读全文约需 12 分钟 目录 国内新闻 1.《工信部发布强制性国家标准《汽车车门把手安全技术要求》 2.九部门:鼓励各地增加春节期间消费品以旧换新补贴数量 3.财政部:2025年消费品以旧换新相关产品销售额超2.6万亿元 4. 上海:积极支持智能网联新能源汽车等产业发展 5.广东支持省内多地推进智能网联汽车道路测试和示范应用 6.蔚来旗下乐道品牌登陆海外市场 首站乌兹别克斯坦 7.东安动力与岚图汽车共建联合创新中心 8.泉州市与宁德时代合作 共建智能零碳电池工厂 国外新闻 1.法国1月新车销量下滑6.55% 2.意大利1月新车销量同比增长6.2% 3.特斯拉官宣进军摩洛哥市场 4.印度2026年预算案支持汽车与电动车产业 商用车 1. 上汽大通新车规划 皮卡/轻卡/轻客/MPV多款车型即将发布 2. 依维柯得意8AT正式上市 3. 华东华南干线江西段正式通车 4. 东风汽车十堰基地全面推进DPW 国内新闻 1 《工信部发布强制性国家标准《汽车车门把手安全技术要求》 时间:2026.2.3 来源:财联社 工业和信息化部组织制定的强制性国家标准《汽车车门 ...

工信部发布强制性国家标准《汽车车门把手安全技术要求》 据工信部消息，1月28日，工业和信息化部组织制定的强制性国家标准《汽车车门把手安全技术要求》 由国家市场监督管理总局、国家标准化管理委员会批准发布，将于2027年1月1日起开始实施。 中国汽车流通协会：2月汽车市场将进入阶段性调整期 2月2日，上汽集团公告，2026年1月公司整车销量为32.74万辆，同比增长23.94%。其中，新能源汽车销 量为8.54万辆，同比增长39.73%；出口及海外基地销量为10.45万辆，同比增长51.68%。 东风日产1月交付量45984台，同比增长5.4% 2月2日，东风日产宣布，2026年1月全车系交付45984台，同比增长5.4%。其中，天籁鸿蒙座舱车型1月 交付6724台，同比增长22%。 东风本田1月销量31377辆，同比增长4.4% 2月2日，东风本田发布的数据显示，2026年1月销量31377辆，同比增长4.4%，环比增长1.8%。其中， CR-V车型销量达19141辆，同比增长36.4%，环比增长8.5%。 吉利汽车在宝鸡成立闪聚电池公司，注册资本5000万 天眼查App显示，近日，宝鸡闪聚电池有限公司成立，法 ...

凤凰网财经讯 2月2日，美股三大指数集体低开，道指跌0.02%，纳指跌0.41%，标普500指数跌0.21%。 加密货币概念股普跌，Strategy跌超6%。甲骨文涨超3%，公司启动美元债发行计划。迪士尼跌超7%， 公司Q1营收259.8亿美元，同比增5%。 公司消息 【黄仁勋澄清：对OpenAI的千亿投资"从未承诺"，英伟达将逐步评估】 此前，有报道称，知情人士透露，英伟达和OpenAI之间价值至多1000亿美元的合作交易谈判陷入停 滞。 【特斯拉即将推出第三代人形机器人，预计年产百万台】 2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习 新技能，预计年产百万台。 特斯拉CEO马斯克在视频中介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理 出发，重新进行设计。 【蔚来旗下乐道品牌登陆海外市场，首站乌兹别克斯坦】 当地时间1月31日，蔚来公司与乌兹别克斯坦本土汽车集团ABU SAHIY MOTORS合作的首家国家总代 理门店——蔚来空间｜塔什干正式开业，多款车型在乌兹别克斯坦市场同步推出，包括蔚来品牌旗下 ET9、EL8（中国市场ES8）、EL6（ ...

Core Viewpoint - The EU has made significant progress in negotiations with China regarding anti-subsidy tariffs on electric vehicles, replacing high tariffs with a "price commitment" mechanism to facilitate exports of Chinese electric vehicles to the EU [1][3][4]. Group 1: Negotiation Outcomes - The "price commitment" mechanism is a result of mutual discussions between the EU and China, aimed at managing trade frictions and maintaining a rules-based international trade order [3][4]. - The Chinese automotive industry sees the adoption of the "price commitment" as a major positive outcome, signaling enhanced cooperation between China and the EU in the automotive sector [3][4]. Group 2: Impact on Export Pricing - Previously proposed high anti-subsidy taxes could have reached nearly 45%, significantly impacting the cost structure and pricing of Chinese electric vehicles in the EU market [4]. - The EU's decision to implement a "price commitment" mechanism is intended to allow Chinese exporters to raise vehicle prices, thereby mitigating potential impacts on the local automotive market [4][6]. Group 3: Guidelines for Price Commitment - The EU has published guidelines for submitting price commitments, which will be evaluated based on non-discrimination and fairness principles, in accordance with WTO rules [5][6]. - The guidelines outline two potential methods for determining the minimum import price (MIP), ensuring that prices do not fall below those of comparable non-subsidized electric vehicles produced in the EU [6][10]. Group 4: Market Dynamics and Growth Potential - The agreement is expected to stabilize market access for Chinese electric vehicles in the EU, with projections indicating an annual growth rate of approximately 20% for Chinese electric vehicles in the EU market [9][10]. - The "price commitment" mechanism is anticipated to encourage Chinese automakers to shift from a low-cost strategy to a focus on high-end products and local production in Europe [9][10]. Group 5: Industry Reactions - Various industry associations have expressed support for the resolution of the EU's anti-subsidy case, highlighting the importance of dialogue in maintaining stable economic and trade relations between China and the EU [11][12]. - The consensus reached is viewed as a significant step towards fostering cooperation and stability in the automotive supply chain between the two regions [11][12].

Domestic News - Beijing is accelerating the expansion of hydrogen fuel vehicles and enhancing hydrogen energy infrastructure, including applications in bicycles and drones [2] - Chongqing has announced an adjustment to its 2025 vehicle replacement subsidy policy, allocating an additional 300 million yuan for the third quarter, with specific subsidy standards for new energy and fuel vehicles [3] - The "Thousand Counties and Ten Thousand Towns" new energy vehicle consumption season has been launched in Hubei, with 100 million yuan in consumer vouchers to stimulate local demand [4] - SAIC-GM has signed a cooperation agreement with Momenta to integrate advanced autonomous driving technology into its Buick models [5][6] - XPeng Motors has reached a strategic cooperation agreement with CITIC Bank, securing a credit line of 10 billion yuan to support its operations and development [7] - Beijing Benz's Yizhuang plant is set to produce the new all-electric CLA model, which will feature advanced driving assistance technologies and a range of 866 km [8] - Tesla has launched its first batch of V4 supercharging stations in Fujian, expanding its charging network to cover major cities [9] - NIO plans to expand into Singapore, Uzbekistan, and Costa Rica between 2025 and 2026, introducing new models in these markets [10] International News - In the Philippines, July car sales decreased by 2.6% year-on-year, with total sales for the first seven months showing a slight increase of over 1% [11] - Hyundai plans to establish an assembly plant in Algeria to enhance its presence in the Middle East and Africa [12] - Canada's zero-emission vehicle sales fell by 35.2% in June, while overall vehicle sales increased by 6.2% [13] - Maruti Suzuki is expanding its SUV lineup to address declining demand for small cars, with a new model set to launch soon [14] Commercial Vehicles - The new energy Chenglong cargo truck has been launched in Hangzhou, designed for logistics and cold chain transportation [16] - Isuzu aims to make South Africa a hub for truck production in Africa, increasing local component sourcing [17] - TuDatong and DeepWay have upgraded their strategic cooperation, enhancing the perception capabilities of DeepWay's new models with advanced lidar technology [18][19] - Ford plans to unveil a new electric pickup truck in 2027, promising competitive performance and lower total ownership costs compared to existing models [20]

Industry Information - The Ministry of Industry and Information Technology (MIIT) will intensify efforts to regulate "involution" competition in the automotive industry, emphasizing the need for fair market practices and discouraging price wars that harm product quality and consumer rights [9] - As of May 31, 2025, the number of applications for the vehicle trade-in subsidy reached 4.12 million, contributing to a total sales volume of 1.1 trillion yuan across five categories of consumer goods [10] - The 2025 (Third) Future Automotive Pioneer Conference was held, focusing on innovation and the need for automotive companies to prioritize R&D investment and product differentiation to escape the current competitive predicament [11] - A strategic partnership was formed between Pony.ai and Shenzhen Xihu Group to develop an autonomous driving service fleet in Shenzhen, aiming to enhance the safety of vehicle operations [11] - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show is expected to achieve sales of 4 billion yuan, with a significant increase in visitor numbers compared to the previous year [12] Policy Information - The Indian government announced a new electric vehicle policy allowing companies to import electric vehicles at a 15% reduced tariff, provided they invest in local manufacturing [9] - The Ministry of Industry and Information Technology and other departments launched the 2025 New Energy Vehicle Rural Promotion Campaign, aiming to enhance the market presence of electric vehicles in rural areas [15] - The Sichuan Province issued a long-term development plan for the hydrogen energy industry, targeting significant advancements in technology and infrastructure by 2027 [29] - The Anhui Province implemented a new time-of-use electricity pricing policy for industrial and commercial users, effective July 1, 2025 [25] Company Information - Huawei's autonomous driving system recorded a total mileage of 3.173 billion kilometers by the end of May 2025, indicating significant user engagement with the technology [17] - Ideal Auto has established over 2,400 supercharging stations, leading the industry in self-built high-speed charging stations [42] - NIO added 50 battery swap stations in May 2025, expanding its network to cover major urban areas [44] - Tesla has entered the "New Energy Vehicle Rural Promotion" initiative for the first time, indicating a strategic shift to target lower-tier cities and rural markets in China [47] - BYD's new model, the Seal 06EV, was launched at the 2025 Chongqing Auto Show, priced at 109,800 yuan [8]

Investment Rating - The report maintains an investment rating of "Recommended" for the automotive industry [2][5]. Core Insights - The establishment of a new central automotive enterprise is expected to accelerate the consolidation of the passenger car industry, enhancing operational efficiency and decision-making autonomy for companies like Changan Automobile [5][15]. - The passenger car market is entering a phase of accelerated elimination, and the new central enterprise is anticipated to strengthen the competitiveness of state-owned enterprises in the new energy market [5][15]. Industry Dynamics - Notable industry news includes NIO's plans to enter seven European markets between 2025 and 2026, and BYD's collaboration with Xiaojuchongdian and Xindian to build megawatt fast-charging stations [5][16]. - The automotive sector's performance from June 3 to June 6, 2025, shows that the automotive index underperformed the CSI 300 index by 0.71 percentage points, with a slight increase of 0.17% in the automotive sector [5][38]. Data Tracking - In April 2025, retail sales of passenger vehicles reached 1.75 million units, a year-on-year increase of 14.46%, while new energy vehicle retail sales reached 905,000 units, up 33.67% year-on-year [5][67]. - The penetration rate of new energy vehicles in retail sales reached 51.6%, an increase of 7.35 percentage points year-on-year [5][67]. - The report highlights that the sales of L2.5 and above intelligent driving vehicles reached 365,400 units in March 2025, with a penetration rate of 18.86% [5][79].