【专题研究】一汽是当前备受关注的重要议题。本报告综合多方权威数据，深入剖析行业现状与未来走向。
Overseas markets are becoming a key growth driver. CHAGEE said gross merchandise value (GMV) from overseas operations exceeded 300 million yuan (about US million) in the third quarter of 2025, accounting for 3.8% of total GMV. Overseas GMV has grown more than 75% year on year for two consecutive quarters and rose 27.7% from the previous quarter.
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不可忽视的是，Demand for Ukraine’s drone defence technology could lead to new defence partnerships for Kyiv, but equally could mean fewer drones for Ukraine itself in a stretched market, says Shaun Walker, the Guardian’s central and eastern Europe correspondent. Ukraine has significant experience battling the Shahed drones now being used by Iran to attack its Gulf neighbours, something that Volodymyr Zelenskyy has publicly said he is ready to share in return for help against Russia. “We are ready to help, and expect that our people will also receive the necessary support,” he said over the weekend. However, the attention of the White House is now elsewhere, perhaps drawing momentum away from peace talks with Moscow, and the attack on Iran seems to reinforce Vladimir Putin’s view of the world, in which stronger nations can target their weaker adversaries with impunity.
来自产业链上下游的反馈一致表明，市场需求端正释放出强劲的增长信号，供给侧改革成效初显。
进一步分析发现，从行业态势观察，2025年全球存储芯片市场在人工智能需求拉动下开始复苏，主要厂商业绩显著改善。佰维存储2025年业绩简报显示，营业收入同比增幅达68.82%，突破113亿元，净利润激增429.07%至8.53亿元。江波龙同样表现亮眼，市值维持高位。行业整体向好的同时，竞争维度持续深化。
综合多方信息来看，36氪：听说你们深度应用人工智能？
值得注意的是，出清规模：约40万吨，占行业总产能15%。
更深入地研究表明，十万用户争抢计算资源之后，Seedance 2.0终迎"开放"春节假期结束后，Seedance 2.0凭借其长时序稳定性和多镜头叙事能力，快速成为AI漫画视频制作公司的核心生产工具，但随之引发的是全行业对计算资源的激烈争夺。
总的来看，一汽正在经历一个关键的转型期。在这个过程中，保持对行业动态的敏感度和前瞻性思维尤为重要。我们将持续关注并带来更多深度分析。