Core Insights - NIO reported a strong sales performance with 27,182 vehicles delivered in January 2026, marking a year-on-year growth of 96.1% [2] - The total cumulative deliveries have surpassed 1 million units, reaching 1,024,774 vehicles, solidifying NIO's position in the high-end electric vehicle market [2] - The new ES8 model celebrated its 60,000th owner within just 134 days of launch, indicating robust demand for large electric SUVs [2] Group 1: Sales Performance - NIO delivered 27,182 vehicles in January 2026, achieving a remarkable year-on-year growth of 96.1% [2] - The cumulative delivery milestone of 1,024,774 vehicles has been reached, officially crossing the 1 million mark [2] - The new ES8 model reached 60,000 deliveries in only 134 days, showcasing strong market demand [2] Group 2: Product and Technology - NIO continues to lead in technology upgrades with the rollout of the latest 1.4.0 version of its intelligent system across multiple models [2] - The new features include enhanced world model-assisted driving capabilities, promising a smarter and safer driving experience [2] Group 3: Financial and Service Initiatives - NIO introduced attractive financing options with a 7-year low-interest purchase plan, offering rates as low as 0.49% [3] - The company announced that its global battery swap network has surpassed 99 million swaps, expected to reach 100 million soon, reflecting user acceptance of the battery swap model [3]

Domestic Market Overview - The domestic market showed a mixed performance with the Shanghai Composite Index closing at 4117.95 points, down 0.96%, and the Shenzhen Component Index at 14205.89 points, down 0.66%. The STAR 50 Index rose by 0.12%, while the ChiNext Index increased by 1.27%. The total trading volume of the A-share market reached 286.24 billion yuan, an increase from the previous day [1][5][7] - Among the 30 sectors tracked by CITIC, 6 sectors saw gains, with telecommunications, agriculture, forestry, animal husbandry, and fishery, as well as electronics leading the increases. Conversely, non-ferrous metals, steel, and food and beverage sectors experienced significant declines [1][5][7] Overseas Market Overview - The three major U.S. stock indices experienced slight declines, with the Dow Jones Industrial Average falling by 0.36%, the S&P 500 down by 0.43%, and the Nasdaq Composite decreasing by 0.94%. The index tracking the seven major U.S. tech companies also dropped by 0.32% [2][5] Key News Highlights - The Central Political Bureau of the Communist Party of China conducted a collective study on forward-looking layouts and the development of future industries, with President Xi Jinping delivering an important speech emphasizing the significance of nurturing future industries for national development [9][10] - An important article by Xi Jinping titled "Walking the Path of Financial Development with Chinese Characteristics and Building a Financial Power" will be published in the upcoming issue of "Qiushi" magazine, outlining the principles for developing a robust financial system [13][14] - The personal income tax threshold for individual taxpayers has been raised to 1000 yuan per transaction, effective this year [17][18] - British Prime Minister Keir Starmer's visit to China resulted in 12 cooperation agreements, marking a significant step in UK-China relations [19] Driving Factors - The upcoming publication of Xi Jinping's article is expected to influence market sentiment, as it outlines the strategic direction for China's financial development and emphasizes the importance of a strong financial system [8][14] - The A-share market saw 2453 stocks rise, 2896 decline, and 113 remain unchanged, indicating a volatile trading environment influenced by international market fluctuations [8]

根据2026年2月1-2日各大车企发布的最新数据，2026年1月中国汽车市场销量排行如下： 车企集团销量排行（TOP 5） | 排名 | 车企集团 | 1月销量 | 同比变化 | 主要亮点 | | --- | --- | --- | --- | --- | | 1 | 吉利汽车集团 | 270,167辆 | +1% | 海外出口60,506辆，同比翻倍；新能源124,252辆 | | 2 | 比亚迪 | 210,051辆 | -30.11% | 出口100,482辆，同比+51.47%，蝉联新能源冠军 | | 3 | 奇瑞集团 | 200,269辆 | -10.72% | 出口11.96万辆，同比+48.1%，出口占比近60% | | 4 | 广汽集团 | 116,622辆 | +18.47% | 自主品牌超4.9万辆，同比+87.58% | | 5 | 长城汽车 | 90,312辆 | +11.59% | 海外销量40,278辆，同比+43.77% | | | 🚀 造车新势力销量排行（TOP 10） | | | | 排名 品牌 1月销量 同比变化 备注 1 问界（AITO） 40,016辆 +83% 鸿蒙智 ...

本轮融资由多家国内外机构投资人参与，包括阿联酋磊石资本（Stone Venture）、东方富海、基石资本、天创资本、广发信德、合肥创新投、国泰君安创 新投资、中信建投、唐兴资本、财鑫资本；战略产业投资人包括京东、中鼎股份、光洋股份、东土科技；老股东尚颀资本、彼岸时代、蔚来资本、明势创 投持续加码。 逐际动力称，将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身 Agentic OS 三大核心能力，逐际动力聚焦具身智能大小脑融合核 心技术的突破，推动通用人形机器人和模块化基座机器人的原始创新，通过产品工程化与供应链生态体系建设，进一步拓展中国和全球市场。 IT之家 2 月 2 日消息，今日，逐际动力 LimX Dynamics 宣布完成 2 亿美元的 B 轮融资。 在过去两个月，逐际动力连续发布了两项关键产品和技术：多形态具身机器人 TRON 2 和具身智能体 OS 系统 LimX COSA。通过原创的模块化设计， TRON 2 支持多种形态的灵活组合，移动和操作能力一举两得，使开发者和行业用户能够根据不同应用场景快速构建合适的机器人形态，无需为单一任务 反复定制硬件。TRON 2 是一个可复用、 ...

Group 1 - The Hong Kong stock market saw a collective decline in automotive stocks, with Xpeng Motors dropping over 8%, NIO down over 6%, and Li Auto, Great Wall Motors, and others also experiencing declines [1] - Major Chinese automakers reported January vehicle delivery data, with BYD's January new energy vehicle sales at 210,051 units, a year-on-year decrease of 30.11%, while Li Auto delivered 27,668 units, down 7.55%, and Xpeng delivered 20,011 units, a decline of 34.07% [1] Group 2 - Specific stock performance included Xpeng Motors at -8.58% with a latest price of 65.500 and a market cap of 125.09 billion, NIO at -6.53% with a price of 36.100 and a market cap of 88.96 billion, and BYD at -4.60% with a price of 93.250 and a market cap of 850.18 billion [2] - Other notable declines included Li Auto at -3.03%, Great Wall Motors at -3.09%, and Geely Auto at -2.11%, with respective market caps of 129.09 billion, 109.88 billion, and 171.66 billion [2]

Group 1 - The core point of the article is the recent changes in the ownership and management structure of He Guang Guang Mask Technology (Anhui) Co., Ltd, including the increase in registered capital and the addition of new investors [1] - The company has seen its registered capital rise from approximately 1.75 billion RMB to about 1.91 billion RMB [1] - New shareholders include Qunwei (Zibo) Equity Investment Fund Partnership and Hefei NIO Industrial Development Equity Investment Partnership, both of which are linked to NIO Capital [1] Group 2 - He Guang Guang Mask Technology was established in April 2023 and focuses on the manufacturing, sales, and research and development of electronic special materials [1] - The company is jointly held by Hefei Industrial Investment Holding Group Co., Ltd, Anhui Musk Investment Fund Partnership, and the newly added shareholders [1] - The primary business of the company involves the research, design, production, and sales of mask templates [1]

新京报贝壳财经讯(记者陈维城)2月2日，逐际动力LimX Dynamics宣布完成2亿美元的B轮融资。本轮融 资由多家国内外知名机构投资人参与，包括阿联酋磊石资本(Stone Venture)、东方富海、基石资本、天 创资本、广发信德、合肥创新投、国泰君安创新投资、中信建投（601066）、唐兴资本、财鑫资本；战 略产业投资人包括京东、中鼎股份（000887）、光洋股份（002708）、东土科技（300353）；老股东上 汽集团（600104）旗下尚颀资本、彼岸时代、蔚来资本、明势创投持续加码。 在过去两个月，逐际动力陆续发布了多形态具身机器人TRON2和具身智能体OS系统LimX COSA。步入 2026年，逐际动力将加大研发和市场投入。基于本体硬件设计和制造、小脑基础模型、具身Agentic OS 三大核心能力，逐际动力聚焦具身智能大小脑融合核心技术的突破，推动通用人形机器人和模块化基座 机器人的原始创新，通过产品工程化与供应链生态体系建设，进一步拓展中国和全球市场。 ...

凤凰网科技讯 2月2日，安徽蔚来总经理余东明宣布，2026年1月，蔚来全新ES8交付17,646台，历时134 天，全新ES8完成第60,000台交付。2025年12月，全新ES8零售销量达22,258台。 全新蔚来ES8纯电SUV于去年9月20日晚正式上市，售价40.68万-44.68万元，租电方案29.88万-33.88万 元。 该车长达5280mm，轴距3130mm，是目前中国市场尺寸最大的纯电SUV之一。新车内饰配备了Skyline 天际线屏幕、悬浮式中控屏以及最新升级的NOMI系统。 动力方面，新车基于全域900V高压架构打造，双电机峰值功率520kW，峰值扭矩700N m，零百加速 3.97秒，100km/h到0制动距离34.9m，标配102kWh 4C电池包，CLTC续航635km，百公里能耗 16.6kWh。 ...

Core Insights - The retail sales of new energy vehicles in China for January 1-18 reached 312,000 units, representing a year-on-year decline of 16% and a month-on-month decline of 52% due to the expiration of the new energy vehicle purchase tax exemption policy and a weak market trend during the New Year holiday [1][27]. Company Performance - BYD sold 210,051 vehicles in January, with overseas sales of passenger cars and pickups reaching 100,009 units, and cumulative sales exceeding 15.3 million units [2][28]. - Xiaomi delivered over 39,000 vehicles in January, with a target of 550,000 electric vehicles for 2026, reflecting a year-on-year growth of over 34% [4][30]. - Leap Motor achieved 32,059 deliveries in January, marking a year-on-year increase of 27% [6][32]. - Li Auto delivered 27,668 new vehicles in January, with a cumulative delivery of 1,567,883 vehicles as of January 31 [8][34]. - NIO delivered 27,182 vehicles in January, showing a significant year-on-year growth of 96.1%, and became the fourth Chinese "new force" car manufacturer to reach cumulative deliveries of 1 million vehicles [11][37]. - Zeekr achieved 23,852 deliveries in January, with a year-on-year growth of 99.7% [14][40]. - Xpeng delivered 20,011 vehicles in January, with the X9 model achieving a remarkable year-on-year growth of 413.9% [17][43]. - Lantu delivered 10,515 vehicles in January, marking a year-on-year increase of 31%, and announced plans to launch four new models in 2026 [19][45]. - IM delivered 5,017 vehicles in January, with the LS6 model surpassing 100,000 cumulative deliveries [20][46]. - Extreme Stone delivered 1,028 vehicles in January, with a nearly 100% year-on-year increase and a significant growth in order volume [23][49]. - Hongmeng Zhixing reported a year-on-year growth of over 65% in January [25][51].

1月，蔚来公司交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车1,024,774台。 蔚来全新ES8在广州完成第60,000台新车交付，历时134天。纯电大三排SUV的黄金时代已经到来。 蔚来品牌针对新ET5、ET5T、ES6和EC6、乐道品牌针对乐道L60与L90推出7年超低息购车方案，7年 0.49%年化费率，0金融服务费，提前还款0违约金。firefly萤火虫品牌推出7年超低息购车方案，锁单赠 送马年新春奇遇礼包。蔚来换电次数已突破9,900万次，1亿次换电即将达成。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...