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According to the latest data from the Passenger Car Association, in December 2025, producers with new energy wholesale sales exceeding 10,000 units accounted for 93% of the total wholesale sales of passenger NEVs that month. Based on preliminary January data, these producers achieved sales of 830,000 units in January. As most producers have already locked in their major sales figures, by applying the structural proportion from the previous month to the current month's data, the estimated wholesale sales of passenger NEVs nationwide in January were 900,000 units. According to comprehensive preliminary monthly association data: the estimated wholesale sales of NEVs by national passenger car producers in January 2026 were 900,000 units, up 1% YoY.

据中国汽车工业协会整理的海关总署数据显示，2025年12月，汽车整车进口3.0万辆，环比下降30.4%，同比下降56.1%；进口金额14.7亿美元，环比下降23.6%，同比下降52.5%。2025年，汽车整车进口47.6万辆，同比下降32.4%；进口金额236.4亿美元，同比下降39.7%。

According to CCTV News, on February 5, Canadian Prime Minister Mark Carney announced a new electric vehicle strategy, including the reinstatement of car purchase subsidies, and stated that Canada will cooperate with China to promote the local production and export of EVs in Canada. According to a statement released by the Prime Minister's Office of Canada, the country will make full use of existing and newly established trade agreements, including a recently reached EV cooperation agreement with China, to facilitate large-scale investment in this sector, diversify Canada’s automotive export markets, and position Canada as one of the global leaders in the electric vehicle industry.

In early 2026, the intelligent EV IM5 (the overseas version of the Zhiji L6) and IM6 (the overseas version of the Zhiji LS6) from Zhiji Auto successively entered the UAE and Tunisia, marking a further deepening of the brand's strategic presence in the Middle East and North Africa markets. According to the plan, Zhiji Auto is expected to use the UAE as a hub to accelerate its expansion into surrounding regions and achieve comprehensive coverage across the entire Middle East market within the year.

Xiaomi Auto announced that the latest OTA update has been gradually rolled out, lowering the safety mileage threshold for assisted driving. Xiaomi Auto explained that the safety mileage requirement for assisted driving has been reduced from 1,000 km to 300 km. This threshold is set to allow users to gradually familiarize themselves with assisted driving functions and develop sufficient safety awareness. Xiaomi Auto reminds users that assisted driving is not autonomous driving; please always pay attention to road conditions and maintain timely control of the vehicle.

Dongfeng Motor announced that in January 2026, it sold 185,000 vehicles, up 29.5% YoY. Among them, NEV sales reached 83,000 units, up 112% YoY, while sales of self-owned brands totaled 123,000 units, up 75% YoY.

Recently, Guansheng disclosed that its solid-liquid hybrid battery electrolyte membrane employs a self-developed polymer solid-state electrolyte membrane. Furthermore, the company's technical focus in the solid-state battery field is primarily on polymer-based solid-liquid hybrid batteries, with a key emphasis on industrial and commercial energy storage applications. This approach offers advantages such as lower costs, high safety, and relatively mature manufacturing processes, making it suitable for mass production. Simultaneously, Guansheng also possesses technical reserves for quasi-solid-state ternary lithium batteries, with its core process involving the use of ultraviolet light cross-linking polymerization technology to achieve in-situ curing of the electrolyte membrane.

SMM battery-grade lithium carbonate index stood at 136,038 yuan/mt. Battery-grade lithium carbonate was priced at 127,000-142,000 yuan/mt, with an average of 134,500 yuan/mt. Industrial-grade lithium carbonate was priced at 124,000-138,000 yuan/mt, with an average of 131,000 yuan/mt. Today, the most-traded lithium carbonate futures contract moved sideways, trading mainly between 124,100 yuan/mt and 138,500 yuan/mt. On the trading front, upstream lithium chemical plants showed strong willingness to hold prices firm and limit sales. Downstream material plants adopted a strategy of buying the dip. Currently, stockpiling by downstream material plants ahead of the Chinese New Year in February is nearly complete, and market inquiries and transactions remained relatively stable.

Waymo and Uber (NYSE: UBER) announced an upgraded strategic partnership: The two parties plan to deploy at least 1,200 Robotaxi units in the Middle East by 2027, covering three major markets—Abu Dhabi, Dubai, and Riyadh. According to the plan, all 1,200 Robotaxi units will be integrated into the Uber App to provide public transportation services.

Tesla Vice President Tao Lin stated today that Tesla would actively participate in related work on assisted autonomous driving in the Chinese market, but could not yet provide a clear timeline for implementation. Elon Musk previously indicated that Tesla's Full Self-Driving (FSD) would be deployed in Europe this February, with the Chinese market to follow.

LG Energy Solution will terminate its joint venture with Stellantis.

[Chengxin Lithium: Wholly-Owned Subsidiary Shengtun Lithium to Acquire 13.93% Equity in Huirong Mining for 1.26 Billion Yuan] Chengxin Lithium announced that its wholly-owned subsidiary, Shengtun Lithium, intends to acquire a 13.93% equity stake in Yajiang County Huirong Mining Co., Ltd. held by Xiamen Chuangyi Shengtun New Energy Industry Investment Partnership (Limited Partnership) for 1.26 billion yuan in cash. Upon completion of this transaction, the company will hold 100% equity in Huirong Mining.