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财经早报:国家发改委研究扩大内需战略实施方案,美国”股债汇“三杀来袭!丨2026年1月21日
Xin Lang Cai Jing· 2026-01-20 23:29
Group 1 - The National Development and Reform Commission (NDRC) plans to implement a strategy to expand domestic demand from 2026 to 2030, addressing the current issue of weak demand in the economy [2][50] - The NDRC aims to strengthen the domestic circulation of the economy and enhance the resilience of economic operations by 2025 [2][50] - The NDRC is also working on policies to promote consumption, stabilize investment, and cultivate emerging industries as part of the "14th Five-Year Plan" [58] Group 2 - Six departments, including the Ministry of Finance, have extended tax and fee incentives for the elderly care, childcare, and domestic service sectors until December 31, 2027, to support the development of community family services [3][51] - The tax incentives were first introduced in June 2019 and have been viewed as a significant support measure for the industry [3][51] Group 3 - The semiconductor company Nexperia is currently involved in a control dispute, with a court hearing held in Amsterdam regarding its management and ownership [16][64] - The dispute involves Nexperia's temporary European management and its sole shareholder, Wingtech Technology from China, following a government order that temporarily froze the company's operations [16][64] Group 4 - The stock market has experienced significant volatility, with major indices like the Dow Jones dropping over 870 points due to new tariff threats from the U.S. [10][59] - Nvidia's market value decreased by approximately $195.6 billion (around 1361.7 billion RMB) in a single day, reflecting the broader impact on technology stocks [11][60] Group 5 - Several companies are reporting substantial profit increases for 2025, with notable projections including: - Langzi Co., Ltd. expecting a net profit increase of 245.25% to 302.8% [69] - Zhaoyan New Drug forecasting a net profit increase of 214% to 371% [70] - Huachen Equipment projecting a net profit increase of 193.64% to 242.04% [71] - Other companies like Qianyuan Power and Jin Fang Energy are also expecting significant profit growth, with projections of 160% to 190% and 123.97% to 193.7% respectively [72][73]
广汽紧急辟谣:“未来广汽汽车芯片一半由格力产品替代”的说法不属实
Zhong Guo Ji Jin Bao· 2026-01-20 21:12
Core Viewpoint - GAC Group officially refuted claims that "half of the automotive chips in future GAC vehicles will be replaced by Gree products," stating that such assertions are not true [2][3]. Group 1: Company Statements - On January 15, GAC Group Chairman Feng Xingya visited Gree Electric, where Gree Chairman Dong Mingzhu did not mention any chip collaboration during their discussions [3]. - GAC Group emphasized that the discussions focused on "smart integration of people, vehicles, and homes," and industry collaboration [3][4]. - GAC Group will announce any specific progress regarding cooperation with Gree through official channels [7]. Group 2: Industry Context - Both GAC Group and Gree Electric are involved in the chip business, with Gree planning to mass-produce silicon carbide chips for various applications by 2026 [8]. - Gree's subsidiary, Zhuhai Gree Electronics Components Co., is engaged in manufacturing third-generation semiconductor silicon carbide wafers and has capabilities for producing reliable household and automotive-grade chips [9]. - GAC Group has developed a comprehensive automotive chip product matrix, launching 12 types of automotive chips covering various fields, and initiated a collaborative ecosystem for automotive chips with multiple partners [9].
广汽,紧急辟谣!
Zhong Guo Ji Jin Bao· 2026-01-20 14:49
Core Viewpoint - GAC Group officially refuted rumors that half of its automotive chips will be replaced by products from Gree Electric, clarifying that this statement is not true [1] Group 1: Company Statements - On January 15, GAC Group's Chairman, Feng Xingya, visited Gree Electric, where discussions focused on the integration of "people, vehicles, and home" for smart ecological development and industrial collaboration [2] - Both Feng Xingya and Gree Electric's Chairman, Dong Mingzhu, shared insights on their discussions via social media, emphasizing deep exchanges on industrial synergy and full-scenario integration [2][4] - GAC Group stated that any specific progress in collaboration with Gree Electric regarding the "people, vehicles, and home" smart ecosystem will be announced through official channels [7] Group 2: Industry Developments - Gree Electric is expanding its chip business, with plans to mass-produce silicon carbide chips for household appliances and later for photovoltaic storage and logistics vehicles by 2026 [8] - Gree's subsidiary, Zhuhai Gree Electronic Components Co., is engaged in manufacturing third-generation semiconductor silicon carbide wafers and has capabilities for producing high-reliability household and automotive-grade chips [8] - GAC Group has established a comprehensive automotive chip product matrix, having launched 12 automotive chips covering various fields, with partners including ZTE, Rixin Technology, and others [8]
广汽,紧急辟谣!
中国基金报· 2026-01-20 14:42
Core Viewpoint - GAC Group officially refuted claims that "half of the automotive chips in the future will be replaced by Gree products," stating that this information is not accurate [2][4]. Group 1: Company Statements - On January 15, GAC Group's chairman, Feng Xingya, visited Gree Electric, where Gree's chairman, Dong Mingzhu, hosted the meeting [2][4]. - Both parties discussed "smart integration of people, vehicles, and homes," focusing on industrial synergy and collaboration [4][7]. - GAC Group emphasized that any specific progress in cooperation with Gree Electric will be announced through official channels [10]. Group 2: Chip Business Developments - Gree Electric has plans to mass-produce silicon carbide chips for photovoltaic storage and logistics vehicles by 2026, following the production of chips for home appliances [12]. - GAC Group has established a comprehensive automotive chip product matrix, launching 12 automotive chips that cover various fields such as computing, control, power, drive, sensing, and analog [12]. - GAC Group's chip ecosystem initiative includes partnerships with companies like ZTE, Horizon Robotics, and Huahong Semiconductor, aiming to build a collaborative automotive chip ecosystem [12].
广汽回应一半汽车芯片将由格力供应
Group 1 - The core point of the article is that GAC Group's chairman, Feng Xingya, visited Gree Electric, leading to rumors about Gree supplying half of GAC's automotive chips, which GAC officially denied [1][2]. - GAC Group emphasized that the visit was to discuss the integration of "people, vehicles, and home" and potential industrial collaboration, and any future cooperation details will be announced through official channels [1]. - Gree Electric has been expanding its capabilities in chip production, having established an IPM power module production line in 2010 and a chip design company in 2018, with plans for a silicon carbide chip factory expected to produce 240,000 six-inch wafers annually by the end of 2023 [2]. Group 2 - Gree Electric's silicon carbide chip factory began construction in December 2022, with a target for product line completion by the end of 2023, and aims to achieve cumulative chip sales exceeding 300 million by 2025 [2].
“50%汽车芯片由格力产品替代”?广汽否认
新华网财经· 2026-01-20 14:21
Core Viewpoint - GAC Group clarified that the claim of "50% of automotive chips being replaced by Gree products" is not factual, and any future cooperation will be announced through official channels [2] Group 1 - GAC Group Chairman Feng Xingya visited Gree Electric, discussing the integration of "vehicle-home" smart ecosystems and exploring industrial collaboration [3] - During the visit, Feng introduced a model of the Haobo vehicle, which contains 1,004 chips, all of which have Chinese intellectual property rights [3] - Gree's Chairman Dong Mingzhu expressed interest in contributing 500 chips to future vehicle models, to which Feng responded with plans to incorporate Gree's automotive chips [3]
广汽回应一半汽车芯片将由格力供应
21世纪经济报道· 2026-01-20 14:21
广汽集团表示,1月15日,广汽集团董事长冯兴亚率队访问格力电器,与董事长董明珠及管理 团队共商"人车家"智慧生态融合发展,探讨产业协同。后续如有合作的具体进展,将会第一时 间通过官方渠道发布。请勿轻信或传播未经证实的信息。 记者|叶映橙 见习记者林健民 编辑|谢珍 1月20日,21财经《辟谣财知道》注意到,有报道称,1月15日,广汽集团董事长冯兴亚率队 到访格力电器,格力电器董事长董明珠接待时笑言,未来广汽的汽车芯片中一半由格力产品替 代。相关信息在各大网络平台上传播,受到市场关注。 对此,1月20日, 广汽集团官方微博发文辟谣,称近期不少朋友关注广汽与格力的合作动态, 网传"未来广汽的汽车芯片中一半由格力产品替代",相关表述并非事实。 出品丨21财经客户端 21世纪经济报道 编辑|黎雨桐 见习编辑林芊蔚 SFC 公开资料显示,格力电器2010年建立IPM功率模块生产线,2018年设立格力零边界公司做芯片 设计。2023年,格力电器设立电子元器件公司,主要从事碳化硅芯片的设计、流片及模块封装 和测试等业务。格力的碳化硅芯片工厂,2022年12月打桩,2023年年底产品通线,一期规划6 英寸碳化硅晶圆年产能24 ...
华为乾崑 | 启境汽车全国首批 55 家门店官宣,覆盖安徽、北京、广东等地
Xin Lang Cai Jing· 2026-01-20 13:41
IT之家 1 月 20 日消息,华为与广汽联合打造的品牌"启境"官方微博今日官宣了全国首批 55 家门店,覆盖安徽、北京、福建、广东等地。官方表示,启境汽 车已布局全国 70 城市超 300 家门店。 启境汽车授权用户中心·北京石景山首特钢园 启境汽车授权用户中心·北京昌平亚市 福建 - 福 州 启境汽车授权用户中心 · 福州仓山汽车城 厦门 启境汽车授权用户中心·深圳罗湖深业车城 启境汽车授权用户中心 ·深圳南山嘉进隆汽车城 贵 州 - 贵阳 启境汽车授权用户中心·贵阳观山湖汽车文化广场 - 海口 酒廠 启境汽车授权用户中心 · 厦门集美北站汽车园 启境汽车授权用户中心·厦门湖里大道 广东 - 广州 启境汽车授权用户中心·广州海珠新滘中路 启境汽车授权用户中心·广州番禺大道北 启境汽车授权用户中心·广州白云大道北 佛山 启境汽车授权用户中心·佛山海八路 启境汽车授权用户中心·佛山顺德大良 深圳 启境汽车授权用户中心·海口龙华南海大道 启境汽车授权用户中心 · 海口美兰琼山大道 河南 - 郑州 启境汽车授权用户中心·郑州惠济省汽贸 启境汽车授权用户中心·郑州圃田汽车园 黑龙 江-哈尔滨 启境汽车授权用户中心· ...
“50%汽车芯片由格力产品替代”?广汽回应
Di Yi Cai Jing· 2026-01-20 13:07
Core Viewpoint - GAC Group refuted claims that 50% of its automotive chips would be replaced by Gree products, stating that such assertions are not factual and that any future cooperation will be announced through official channels [1] Group 1: Company Developments - GAC Group's Chairman, Feng Xingya, visited Gree Electric five days prior to the statement, discussing the integration of smart ecosystems in the automotive sector with Gree's management team [1] - During the visit, Feng introduced a model of the Haobo vehicle, which contains 1,004 chips, all of which have Chinese intellectual property rights [1] - Gree's Chairman, Dong Mingzhu, expressed ambitions for future collaboration, suggesting that 500 chips could be sourced from Gree [1] - Feng responded positively, indicating a goal to incorporate Gree's automotive chips into GAC vehicles in the future [1]
“未来一半汽车芯片由格力产品替代”?广汽澄清
Di Yi Cai Jing· 2026-01-20 11:55
1月20日,广汽集团回应"50%汽车芯片由格力产品替代"一事时表示,相关网传表述并非事实,后续如 有合作的具体进展,公司会第一时间通过官方渠道发布。 期间,冯兴亚介绍昊铂一款车型时称,该车型的一个版本有1004颗芯片,这些芯片的知识产权都是中国 的。董明珠表示:"将来有500个是我的。"冯兴亚则回应,下一步争取把格力的汽车芯片装上车。(第 一财经记者 黄琳) (本文来自第一财经) 5天前,广汽集团董事长冯兴亚率队访问格力电器,与董明珠及管理团队共商'人车家'智慧生态融合发 展,探讨产业协同。 ...