1000余家企业也在同步起诉。 近日，美国国际贸易法院披露，比亚迪美国多家子公司已于1月26日发起诉讼，指控美国政府多项关税 政策不合法，并要求退还税款。 此前2025年，特朗普政府上台后援引美国《国际紧急经济权力法》（IEEPA），以不经过国会批准、直 接颁布行政令的方式出台一系列加征关税措施，而这些关税措施在美国国内引发了一系列法律诉讼。 第一财经获取的比亚迪相关诉讼文件中明确，此次诉讼特别针对IEEPA 对比亚迪进口商品征收关税的行 为。诉讼的主要内容是请求法院认定美国政府对比亚迪征收的所有IEEPA关税均属越权征收，美国政府 应全额退还所有相关钱款。 此次诉讼中，比亚迪在诉讼文件中表示，公司已缴纳 IEEPA 项下关税，唯有通过独立诉讼及司法救 济，方能确保非法征收的关税得以退还。且公司仍在为持续清关的进口货物缴纳相关关税，相关税款已 具法律终局性，故提起本案独立诉讼确有必要。 比亚迪认为，此前美国国际贸易法院、联邦巡回上诉法院均裁定，IEEPA并没有授权美国总统征收上述 关税。而比亚迪已支付了多项IEEPA关税，这些税款正在持续结关清算，因此可能在法律上成为定案， 如果不采取行动，可能会影响到后续关 ...

比亚迪美国子公司已提起诉讼，指控美国政府关税政策不合法，要求退还税款 。 End 据新加坡《联合早报》网站2月10日报道，中国电动汽车巨头比亚迪已加入一众企业行列，要求美国退还加征的关税。 多家媒体的报道显示，美国国际贸易法院披露，比亚迪的美国子公司于1月26日提起诉讼， 指控美国政府关税政策不合法，要求退还税 款 。 比亚迪方面在诉讼中称，该公司在美国设计和生产电动巴士和卡车，为维持业务运营，已为进口材料支付巨额关税。 美国最高法院正在审理特朗普关税措施的合法性问题。 众多企业均赶在关税清算之前提起相关诉讼，以免丧失退还税款的资格。 比亚迪的美国子公司在诉状中指出，由于无法确保在没有自身案件判决和司法救济的情况下获得退款，因此决定单独起诉。 目前已有超过1 0 00家企业实体提起类似诉讼 ，包括开市客、固特异轮胎、丰田、川崎重工等。 来源：参考消息 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 ...

Core Viewpoint - BYD is positioned as a follower in the intelligent driving sector but aims to reach the forefront through diligent efforts in testing and technology development [2][4]. Group 1: Intelligent Driving Development - BYD has created a comprehensive testing database covering over 10,000 scenarios to enhance the reliability and safety of its intelligent driving systems [2]. - The company employs a rigorous approach to tackle technical challenges, exemplified by engineers spending two weeks at a specific intersection to optimize models for better risk prediction [2]. - As of the end of 2025, over 2.56 million BYD vehicles equipped with the "Tianshen Eye" intelligent driving system are expected to be on the road, generating over 160 million kilometers of driving data daily [4]. Group 2: Strategic Focus on Intelligentization - BYD's chairman, Wang Chuanfu, emphasizes that the first phase of the electric vehicle market is focused on electrification, while the second phase will be on intelligentization, which is expected to be transformative and accelerate over the next 2 to 3 years [4]. - The company is strategically shifting its focus towards intelligentization, aiming to cover all vehicle models with its "Tianshen Eye" technology, thereby implementing a strategy of "intelligent driving equality" [4]. Group 3: Market Competition - The Chinese intelligent connected vehicle market is highly competitive, with traditional automakers and new entrants like Tesla, NIO, and Xpeng all actively developing high-performance intelligent products [5]. - Traditional manufacturers such as Great Wall and SAIC are also accelerating their transformation by investing in intelligent driving and vehicle networking technologies [5]. Group 4: Industry Growth and Trends - The market for passenger cars with L2-level functions is projected to grow by 21.2% year-on-year by the third quarter of 2025, with a penetration rate expected to reach 66.1% by the end of that year [6]. - The intelligent connected vehicle industry in China is anticipated to exceed 2 trillion yuan by 2029, indicating strong growth potential [7]. - Intelligent connected vehicles are integrating various transformative technologies, positioning themselves as key nodes in the convergence of energy, transportation, and information communication [9].

Industry Insights - The Ministry of Industry and Information Technology and three other departments jointly issued the "Implementation Plan for Digital Transformation in the Automotive Industry," aiming to enhance the top-level design of digital transformation and promote high-quality development in the automotive sector [1] - The National Development and Reform Commission and four other departments released opinions on strengthening the construction of data element disciplines and digital talent teams, aiming to activate data elements to empower new productivity and promote the integration of education, talent, industry, and innovation chains in the data field [1] - Zhejiang Province has launched a major technological initiative for low-altitude economy, targeting key technologies in equipment manufacturing, operational support, and scenario applications over the next three years to support the development of a low-altitude economy [1] Company News - China Ocean Shipping Group signed contracts for 87 new ship orders with China Shipbuilding Group, with a total contract value of approximately 50 billion RMB, marking the highest single cooperation signing amount for domestic shipbuilding enterprises [1] - JD Logistics has launched its sixth-generation intelligent delivery vehicle in Saudi Arabia, which will collaborate with JoyExpress couriers to provide last-mile delivery services for local consumers [1] - Cainiao's Hong Kong eHub smart air cargo center has officially launched an automated stacking system, becoming the first in Hong Kong to achieve full-process automation from security inspection to grouping [1] - Deppon Express has created a "direct train" for Middle East logistics, opening air and sea transport routes connecting China to six countries including the UAE and Saudi Arabia, providing full-link logistics services to connect with the Middle East market [1] - Beijing Hualian Printing has introduced BYD's new energy forklifts, achieving a dual leap in environmental efficiency and operational efficiency [1] - Shenzhou Holdings has opened its flagship warehouse in South China, serving as a logistics center to empower the upgrade of fast-moving consumer goods in the South China region [1] - New Stone Technology has officially entered JD's self-operated mall, becoming the first unmanned vehicle brand to partner with a comprehensive e-commerce platform, exploring new paths for unmanned vehicle commercialization [1]

Core Insights - The Ministry of Industry and Information Technology has released the application information for the new Tengshi Z9 and Z9GT models, highlighting their specifications and electric range [1]. Group 1: Vehicle Specifications - The new Tengshi Z9 will feature two battery options: 102.326 kWh and 122.496 kWh, with CLTC electric ranges of 905 km and 1068 km respectively [1][3]. - The Tengshi Z9GT will also offer the same battery capacities, with CLTC electric ranges of 820 km, 860 km, 880 km, 1002 km, and 1036 km [1][3]. - Both models will have a single motor version with a maximum power output of 370 kW, while the Z9GT will additionally offer a high-power three-motor version with outputs of 230 kW, 310 kW, and 310 kW [3][4]. Group 2: Design and Features - The Z9GT will feature an updated intelligent driving hardware layout, with the laser radar moved to the roof and the addition of a driving status indicator light [4]. - The exterior design continues the "Elegant Force" family language, incorporating a dual-star front light design and unique air intake shapes to enhance its sporty attributes [4]. - New design elements include 21-inch low rolling resistance silent wheels, integrated sports seats, and a new lava red interior color, along with a new fjord green exterior color [4]. Group 3: Dimensions and Performance - The dimensions of the new Tengshi Z9GT are 5195 (5180) mm in length, 1990 mm in width, and 1480 (1500) mm in height, with a wheelbase of 3125 mm [7]. - The rear design features high-recognition taillights and includes both active and fixed dual spoilers, enhancing the vehicle's aerodynamics [7].

Group 1 - The global energy storage market is experiencing significant advancements, with multiple companies like HaiCheng Energy, BYD, Yiwei Lithium Energy, and others involved in projects totaling over 5.5 GWh in capacity [2] - HaiCheng Energy has signed a strategic cooperation framework agreement with KNESS Group to develop a 2 GWh energy storage project in Poland, focusing on the Ukrainian market [3] - BYD has entered into a supply agreement for 2 GWh of blade battery energy storage cells with Turkish distributor Solinved [4] - BYD's independent battery energy storage system (BESS) of 500 MWh has commenced operations in Bulgaria, showcasing its dual growth in orders and production capacity [7] - Yiwei Lithium Energy has signed a contract for a 36 MWh solar-storage integrated project at Kuala Lumpur International Airport, marking its first such project in Malaysia [10] Group 2 - Zhiguang Electric has signed a contract worth 1.004 billion yuan for energy storage systems, indicating a positive impact on its performance [11] - Zhiguang Electric has also secured multiple energy storage orders, including contracts totaling 1.19 billion yuan and 1.48 billion yuan with different companies [11] - Dongfang Risen has reported a quarterly signing volume of 1.5 GWh in the domestic commercial energy storage sector, with a year-on-year increase of 307.2% [14]

智通财经APP获悉，2月10日，乘联分会秘书长崔东树发布2026年2月新能源车新品变化分析。2025年末发改委公布了2026年汽车以旧换新的补贴政策，这 是对2026年汽车市场高端化发展的重大利好。2026年汽车以旧换新从"定额"改"比例+上限"分档，意义重大。短期稳大宗消费、释放换购潜力，助力稳增 长；长期推动绿色低碳与产业升级，加速淘汰老旧高排放车，强化新能源与高效燃油车导向，提升财政资金效率。全国统一规则压缩套利，叠加超长期特 别国债保障兑付，形成政策引导与市场驱动的良性循环，同时倒逼车企向智能化、高附加值转型，为高质量发展注入动能。由于商用车的政策基本不退 坡，乘用车置换更新补贴单车均值退坡约30%，报废更新补贴单车均值退坡约20%，而且2026年的商用车免税目录的传承比例高，因此2026年商用车表现 会更突出。从第27批减免车辆购置税的新能源汽车车型目录看，乘用车的技术提升快，产品升级明显，入门级车型少，销量损失大，因此2026年的新能源 乘用车将实现高质量发展。 1.2026年以旧换新政策提升财政资金效率、保障可持续性 | | 按25年1-11月零售折算 | 传统 | 新能源 | 总体 | | - ...

数说新能源 欢迎订购2026年月度电池装机数据库和中国汽车上险数据库 联系方式：13220160736（同微信） 一、 会议与审查背景 二、 产业技术路径与时间规划 往期推 荐 1、共识时间线： 三、 企业动态与产业催化 1、头部企业（如比亚迪、宁德时代）： 1. 事件：固态电池产业年会及工信部中期审查会议。 2. 参与方：工信部苗部长、陈立泉院士、欧阳明高院士等权威专家，以及主要电池企业（如比亚迪、宁德时代）和车企 （如奇瑞、吉利）均出席。 3. 总体评价：会议结果"非常超预期"，比市场预期好得多，增强了产业内部信心。 2026年：被定义为固态电池"量产元年"或"扩产周期元年"，技术水平将达到"准量产"水平。 2027年：开始"示范性装车"、"置换性装车"。 2028-2030年：进入加速发展过程。 2、技术路线共识： 电解质： 硫化物电解质 成为确定性的主流方向。 负极：出现分化。 头部电池厂商：倾向于选择 "自生成负极" （即"无负极"方案），认为其在能量密度、成本、安全和循环寿命 上相比人造石墨、硅碳负极有重大改进。 其他厂商：根据自身工艺，在硅基负极和人造石墨等路线中进行选择。 电极工艺：头部厂商的 ...

港股汽车股集体上涨，其中，比亚迪股份涨约4%，奇瑞汽车涨超2%，零跑汽车、蔚来汽车、吉利 汽车涨超1%，小鹏汽车、长城汽车、赛力斯皆有涨幅。消息上，商务部日前召开汽车企业座谈会，研 究汽车流通消费有关工作。2026年，商务部将会同相关部门，坚持政策支持和改革创新并举，存量措施 和增量政策集成发力，优化实施汽车以旧换新，开展汽车流通消费改革试点，完善行业管理制度，多措 并举推动汽车消费扩容提质。 ...

在此之前，美国企业及多个州政府联合起诉特朗普政府的关税政策。目前该案已上诉至美国最高法院， 核心争议在于总统是否可以依据《国际紧急经济权力法》绕过国会、单方面征收全面关税。 （文 / 观察者网 周盛明 编辑 / 高莘） 据路透社2月9日报道，比亚迪已对美国政府提起诉讼。比亚迪质疑特朗普征收关税的合法性，并要求其 退还自去年4月以来比亚迪已缴纳的全部关税。 此前，已有数千家在美国开展业务的全球企业提出类似申诉，但比亚迪是首个就美国关税问题提起诉讼 的中国车企。这些企业质疑特朗普依据《国际紧急经济权力法》（IEEPA）征收边境税的合法性。 在1月26日向美国国际贸易法院提交的诉状中，比亚迪旗下四家美国子公司辩称，该法律并未授权征收 边境关税，因为"IEEPA的文本中并未使用'关税'一词，也未使用任何具有同等含义的表述"。 换言之，比亚迪的核心法律主张是：IEEPA本质是一部用于金融制裁与贸易限制的紧急权力法案，并非 专门的关税征收法律。该法条文本中既未出现"关税"字样，也未赋予政府加征进口税的明确授权。 因此，特朗普政府依据IEEPA推出对华关税措施，在法律适用上存在越权争议——这也是比亚迪要求退 还已缴税款的核 ...