Chinese automaker Seres’ electric vehicle brand AITO has signed a cooperation agreement with Performance Plus Motors, a subsidiary of Abu Dhabi Motors (ADM). The new distribution partnership will enable AITO to launch its operations in the UAE. Under the deal, Performance Plus Motors will oversee sales, delivery and after-sales operations for AITO vehicles in the UAE, alongside plans to set up brand experience and service centres. ADM will provide additional local support, including marketing activitie ...

Industry Information - Beijing Economic and Technological Development Zone implements intelligent connected vehicle initiatives to enhance AI's role in data-driven technology [2] - Shenzhen releases a three-year consumption action plan focusing on green electricity consumption and charging infrastructure [2] - The largest high-speed supercharging station in China is operational in Hangzhou [2] - NIO achieves a milestone of 100 million battery swaps, with a network covering 8,627 stations nationwide [39] - CATL signs a comprehensive strategic agreement with Yunnan to promote green energy and transportation [10] Policy Information - The 2026 Central Document No. 1 emphasizes expanding rural consumption and supporting the adoption of new energy vehicles [26] - The Ministry of Transport plans to build over 10,000 charging guns in national highway service areas by 2026 [14] - The 2026 action plan for Beijing's traffic governance includes increasing the coverage of charging facilities [25] - Canada plans to abolish mandatory electric vehicle regulations and reintroduce consumer subsidies for electric vehicles [12] Company Information - BYD launches a new brand "Linghui" focused on the mobility market, aiming to provide affordable and advanced electric vehicles [33] - Xpeng Motors announces the launch of its AIOS 6.0 OTA update, featuring the industry's first proactive service cockpit [35] - Li Auto is set to open its 4,000th supercharging station, enhancing its charging network [39] - Xiaomi Motors updates its city driving assistance feature, lowering the mileage threshold for users [37] - NIO collaborates with a local company to enhance battery swapping services during the Spring Festival [39]

Investment Rating - The report maintains a positive outlook on the automotive industry, particularly on companies like Li Auto, Xpeng, BYD, and Great Wall Motors, driven by technological advancements and new product cycles [2]. Core Insights - The automotive market is experiencing a shift towards new technologies, with a focus on AI and smart vehicles, which is expected to drive growth in 2026 [2]. - The report highlights the importance of overseas market opportunities for companies like BYD and Geely, especially in light of domestic cost pressures [2]. - The report notes a significant decline in retail sales in January, with a year-on-year decrease of 22% and a month-on-month decrease of 31% [2]. - The report emphasizes the potential of the robot industry and the valuation flexibility within the supply chain, particularly with Tesla's Optimus V3 [2]. - The report identifies key players in the smart vehicle sector, including companies like Desay SV, Jingwei Hirain, and Bertel, which are expected to benefit from the growth in intelligent vehicles [2]. Industry Updates - The report indicates that the average daily retail sales of passenger vehicles in China were 50,000 units in the second week of January, marking a 22% decline compared to the same period last year [2]. - The report mentions a decrease in raw material prices for both traditional and new energy vehicles, with traditional vehicle raw material prices down by 2.8% week-on-week and 1.0% month-on-month, while new energy vehicle raw material prices fell by 6.7% week-on-week and 2.7% month-on-month [2]. - The total transaction value in the automotive industry for the week was 530.7 billion yuan, reflecting a 22.58% decrease compared to the previous week [2]. - The automotive industry index rose by 0.32% during the week, outperforming the Shanghai and Shenzhen 300 index, which fell by 1.33% [10]. Monthly Sales Updates - In January 2026, the sales of new energy vehicle companies showed a mixed trend, with BYD's sales at 210,510 units, down 30% year-on-year, while companies like Zeekr and NIO reported significant increases in sales [6][8]. - The report provides a detailed breakdown of sales figures for various new energy vehicle brands, highlighting the overall market contraction of 8% year-on-year and a 45% month-on-month decline [6][8]. Key Models Announced - The report lists several notable new vehicle models announced in the latest batch of vehicle approvals, including the Li Auto L9 Livis, Xpeng GX, and BYD Tang EV, among others [3][4][5].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：锂电派 ICC 鑫椤资讯年终盘点： 2025年碳酸锂市场盘点： 2025年电解液市场盘点： 2025年铜箔市场盘点： 2025年钴酸锂市场盘点： 2025年三元材料市场盘点： 2025年磷酸铁锂市场盘点： 2025年三元前驱体市场盘点： 2025年六氟磷酸锂市场盘点： 2025年磷酸铁市场盘点： 2025年添加剂VC市场盘点： 2025年钠离子电池市场盘点： 2025年新型锂盐LIFSI市场盘点： 2025年隔膜市场盘点： 2025年锂电池市场盘点： 2025年铝箔市场盘点： 2025年储能电池市场盘点： 2025年储能系统市场盘点： 2025年磷酸锰铁锂市场盘点： 2025年负极材料市场盘点： 2月9日，据财联社援引比亚迪投资者关系部方面消息， 比亚迪在固态电池领域进行多路线探索，以硫 化物固态电池作为重要的技术方向，在电池寿命、快充等领域实现突破，有望2027年实现小批量生产 。 在钠电池领域，比亚迪的第三代产品技术平台已处于开发阶段 ， 并开发出万次循环的钠电产品， 量产节点将根据实际市场及客户需求而定 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2026锂电关键材料及应用市场高峰论坛 会议背景 2026年，锂电行业正以磅礴之势开启新一轮周期性增长浪潮，其特征表现为需求端的强势复苏、全球 化版图的加速扩张、技术路线的颠覆性迭代，形成"量价齐升+技术跃迁"的螺旋式上升格局。 会议主办： 鑫椤资讯 会议时间： 2026年3月19-20日 会议地点： 江苏·常州 会议咨询： 13248122922（微信同） 据鑫椤资讯的预测，2025年全球锂电池产量将达到2297Gwh，2026年的增长率将达到34.6%，其中储 能电芯出货同比增速更是有望达到70%，呈现出"海内外需求双轮驱动、上下游产业链协同爆发"的盛 况。如此爆发式的市场需求，对电芯及上游四大主材的需求产生了巨大的拉动作用。 然而，从当前有效产能情况来看，电芯及各种材料的远期供应存在着一定的缺口。面对明确的供应缺 口，如何保障稳定、高效的供应链，将成为抓住这轮确定性增长的关键。 为把握锂电行业这一轮发展机遇，鑫椤资讯将于 2026年3月19日-20日 (19日报到)举办 2026锂电关键 材料及应用市场 ...

Core Viewpoint - The simultaneous release of refinancing optimization measures by Shanghai, Shenzhen, and Beijing stock exchanges marks a significant transformation in China's capital market, aimed at enhancing capital allocation efficiency and reshaping the A-share market landscape [1]. Group 1: Policy Framework and Differences - The policy frameworks of the three exchanges are highly similar, focusing on "supporting the strong, limiting the weak, promoting innovation, and enhancing convenience and regulation" [2]. - Shanghai Stock Exchange emphasizes "main board" characteristics, tailoring financing rules for large, mature technology companies [2]. - Shenzhen Stock Exchange adopts a bolder stance on supporting technology innovation, easing fundraising restrictions for growth-oriented enterprises [2]. - Beijing Stock Exchange focuses on "innovative small and medium-sized enterprises," addressing their financing challenges with flexible policies [2]. Group 2: Strategic Insights on Separate Announcements - The decision to release policies on the same day rather than a joint announcement reflects the nuanced wisdom of tiered regulation in China's capital market [3]. - Different market positioning allows each exchange to cater to the unique characteristics and needs of the enterprises they serve, avoiding a one-size-fits-all approach [3]. - The simultaneous release creates a strong policy resonance, reinforcing market perception of deepening capital market reforms while maintaining the distinct identities of each exchange [3]. Group 3: Deep Impacts on Market Perception - The new measures aim to shift the long-standing fear of "blood-sucking" effects of refinancing, which was believed to drain market funds and destabilize the market [4]. - The principle of "supporting the strong, limiting the weak" will act as a catalyst for market differentiation, favoring quality companies, especially in hard technology, while raising barriers for poorly performing firms [4]. - The policy directs resources towards "new productive forces," providing strong support for leading companies in sectors like semiconductors, AI, biomedicine, and high-end manufacturing [5]. - Allowing companies that have experienced stock price declines to raise funds through methods like private placements and convertible bonds offers a lifeline to solid businesses facing temporary challenges [6]. - A complete regulatory loop is established, tightening post-fundraising supervision while relaxing initial approvals, transforming refinancing from a mere "money-raising tool" to an "engine" for corporate development [7]. Group 4: Implications for Investors - The coordinated actions of the three exchanges signify the entry of China's refinancing mechanism into a "precise drip irrigation" era, providing tailored financing support for different types of enterprises [8]. - Investors are advised to focus on genuinely innovative and well-governed companies while avoiding those that merely chase trends without substance [8]. - The transformation of refinancing from a "blood-sucking machine" to a "blood-producing pump" is expected to enhance the value discovery function of the A-share market, leading to a healthier and more vibrant capital market [8].

Core Insights - BYD has achieved a historic milestone by becoming the first Chinese automotive group to enter the global top five in vehicle sales, with an annual sales figure of 4.602 million units in 2025, marking a significant shift in the global automotive industry landscape [1][9] - The company has consistently ranked first in global new energy vehicle sales for four consecutive years, demonstrating its dominance in the sector [2][4] Sales Performance - In 2025, BYD's new energy vehicle sales reached 4.602 million units, maintaining its position as the global leader in this category [2] - The company surpassed Tesla in pure electric vehicle deliveries with 2.257 million units in 2025, indicating a shift in market leadership [4] - BYD's sales growth is notable, with an 18.3% year-on-year increase, contrasting with the stagnation or decline seen among traditional automotive giants [1][2] Market Expansion - BYD's overseas sales exceeded 1 million units for the first time, accounting for over 22% of total sales, with a remarkable 145% year-on-year growth [4][8] - In Europe, BYD registered 187,657 new vehicles in 2025, reflecting a 268.6% increase, and it leads in several emerging markets [5][6] Strategic Focus - The company aims to prioritize overseas expansion and high-end market penetration over low-cost strategies, emphasizing technology and value recognition [7] - BYD's success is attributed to its comprehensive capabilities across the entire supply chain, from battery production to vehicle manufacturing, which enhances its competitive edge [8] Technological Advancements - BYD has invested in core technologies and maintains a strong focus on R&D, developing advanced systems such as the fifth-generation DM hybrid technology and various intelligent driving solutions [7][8] - The company has established a vertically integrated supply chain, allowing it to remain competitive even in the face of tariffs [8] Future Outlook - BYD's entry into the global top five signifies a new phase for the Chinese automotive industry, driven by technological innovation and a focus on global competition [9] - With ongoing investments in overseas production facilities and continuous product development, BYD is positioned for further breakthroughs in the global market [9]

Core Insights - The article emphasizes Shenzhen's commitment to becoming a global leader in digital energy, focusing on innovation, application, and international cooperation in the clean energy sector. Group 1: Digital Energy Innovation - Shenzhen has established 196 digital energy technology innovation platforms to enhance foundational research and original innovation capabilities, creating a comprehensive innovation chain from basic research to industrial application [2] - Major companies like China General Nuclear Power Corporation and Shenzhen Energy are leading advancements in hydrogen energy and energy storage technologies, including the development of a 30 MW pure hydrogen gas turbine energy storage demonstration project [2][3] - New energy storage technologies such as supercapacitors, flywheel storage, and various battery types are rapidly evolving, driven by leading firms like Huawei and BYD [2] Group 2: Quality Services and Solutions - Shenzhen is shifting its focus from scale and price competition to quality and efficiency in the digital energy sector, with a notable emphasis on high-performance charging solutions [3] - The introduction of liquid-cooled fast charging technology by Huawei has significantly impacted the global charging market, addressing charging anxiety with innovative service concepts [3] - The development of battery swapping solutions for heavy-duty electric vehicles is expected to halve the initial purchase cost within two years, promoting low-carbon transitions in heavy transportation [3] Group 3: Benchmark Applications - Shenzhen is transforming its energy landscape into a model for other megacities, with significant achievements in charging infrastructure, including 1,098 fast charging stations and 536,000 charging piles [4] - The city has implemented a unified energy management platform, enhancing the reliability and efficiency of energy distribution [4] - The virtual power plant initiative has achieved a resource access capacity of 4.75 million kW, showcasing Shenzhen's capabilities in energy management [4] Group 4: International Cooperation - Shenzhen is positioning itself as a hub for international cooperation in digital energy, hosting the International Digital Energy Expo with participation from nearly 2,000 companies across 52 countries [7] - The city is actively promoting its digital energy products in key international markets, aiming for a 22.6% increase in exports of its "new three samples" products by 2025 [7] - Shenzhen's approach combines technology, finance, and legal frameworks to enhance its attractiveness for international partnerships and collaborations [7]

Core Insights - Nanning is transforming its new energy battery industry from scratch, aiming to become a leading player in China's battery production by 2026 [1][3] - The city has attracted major companies like BYD and Molybdenum, establishing a complete industrial chain that includes battery cell manufacturing, materials, and components, with a cumulative output value exceeding 130 billion RMB [1][3] Group 1: Industry Development - Nanning is seizing the strategic opportunity in the new energy battery sector, focusing on major project introductions and nurturing leading enterprises [3] - Since 2022, BYD has initiated six projects in Nanning with a total investment of 28 billion RMB, planning to achieve over 80 GWh of battery capacity by 2025, generating an output value exceeding 43 billion RMB [3] - Molybdenum's "Fluorine Core Battery" project in Nanning will add 100 GWh of battery capacity, with an expected output value of 30 billion RMB [3] Group 2: Production Capacity - The Dragon Electric Huaxin project for lithium battery copper foil in Nanning has a planned investment of 12 billion RMB, with an expected output value of 15 billion RMB [5] - Nanning's new energy battery industry is projected to have over 200 GWh of planned capacity and over 100 GWh of operational capacity, placing it among the top tier in the country [5] - The industry is becoming a significant driver of economic growth in Nanning, supporting the local new energy vehicle supply chain and facilitating exports to markets in ASEAN, North America, Europe, and the Middle East [5] Group 3: Future Plans - During the 14th Five-Year Plan period, Nanning aims to strengthen the lithium battery industry chain and expand new battery product development, leveraging its geographical advantages and existing industrial strengths [5] - The city plans to create a comprehensive industrial chain encompassing material manufacturing, battery production, application scenarios, and recycling [5]

Group 1 - The core viewpoint of the article highlights the explosive growth of the large cylindrical battery and all-tab technology market, with a projected increase of over 15% in China's cylindrical battery shipments by 2025, and a growth rate exceeding 40% for large cylindrical batteries [3] - Major companies in the large cylindrical battery sector, such as EVE Energy, Molicel, and CATL, are expected to face supply shortages due to high demand, indicating a robust market outlook for 2026 [3] - The article emphasizes the rapid adoption of large cylindrical battery products in various applications, including lightweight power, electric two- and three-wheelers, portable storage, and automotive power [3][6] Group 2 - The event organized by Qidian Lithium Battery and Qidian Research Institute (SPIR) aims to discuss cutting-edge technologies, processes, and materials related to cylindrical batteries, showcasing the industry's competitive landscape through a comprehensive ranking of the top 20 companies [3][6] - The agenda includes discussions on high-power cylindrical battery technology, innovations in household and portable energy storage, and the development trends of automotive-grade large cylindrical batteries [7][8] - The forum will also feature roundtable discussions on overcoming market entry barriers and identifying emerging application markets for cylindrical batteries [7][8] Group 3 - The event is set to take place on April 10, 2026, at the Venus Royal Hotel in Bao'an, Shenzhen, with an expected attendance of over 600 participants [6] - Various companies from the cylindrical battery sector, including EVE Energy, CATL, and BYD, as well as downstream application enterprises and equipment manufacturers, are invited to participate [10] - Different registration options are available, including SVIP, VIP, and free attendance, with specific benefits associated with each tier [11][12][13]