新能源车ETF事件流｜8月21日15:00–8月24日09:00（11条）

[ { "event_id": "cqgov-cn-20260821-public-fleet-electrification", "title": "重庆规划公共车辆电动化目标", "event_time_utc": "2026-08-21T10:12:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-21T10:12:00Z", "event_type": "regulation", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 1, "confidence": 98, "horizon": "weeks", "raw_facts": { "document": { "title": "重庆市“十五五”美丽重庆建设规划（2026—2030 年）", "document_number": "渝府发〔2026〕23 号", "document_date": "2026-08-03", "planning_period": "2026—2030 年" }, "clean_transport_share": { "value": 90, "unit": "%", "qualifier": "以上", "scope": "重点大宗货物清洁运输比例" }, "central_city_pure_electric_share": { "value": 80, "unit": "%", "qualifier": "以上", "scope": "中心城区公交车和巡游出租车" }, "policy_actions": [ "积极推广新能源车", "推动公共领域车辆电动化", "推广应用纯电、氢燃料电池商用车", "建设零碳运输通道和零碳走廊" ] }, "transmission_chain": "公共领域车辆电动化目标提高→公交、出租车及商用车新能源替换需求增加→新能源整车与动力电池需求获得政策支撑", "invalidation_conditions": "重庆市政府后续修订或废止渝府发〔2026〕23 号，或配套执行文件下调 90%以上和 80%以上的量化目标", "source_urls": [ "https://www.cq.gov.cn/zwgk/zfxxgkml/szfwj/qtgw/202608/t20260821_15960177.html" ], "source_tier": "A" }, { "event_id": "cpca-cn-20260821-august-retail-forecast", "title": "乘联分会预计 8 月新能源零售 104 万辆", "event_time_utc": "2026-08-21T10:46:54Z", "event_time_quality": "exact", "published_at_utc": "2026-08-21T10:46:54Z", "event_type": "sales_data", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 0, "confidence": 98, "horizon": "weeks", "raw_facts": { "august_forecast": { "narrow_passenger_vehicle_retail": { "value": 158.0, "unit": "万辆", "month_on_month": 8.1, "month_on_month_unit": "%", "year_on_year": -21.7, "year_on_year_unit": "%" }, "new_energy_vehicle_retail": { "value": 104.0, "unit": "万辆", "qualifier": "约" }, "new_energy_vehicle_penetration": { "value": 65.8, "unit": "%" }, "leading_manufacturer_retail_target_change": { "value": 8, "unit": "%", "qualifier": "约", "comparison": "环比", "coverage": "占市场总销量七成以上的头部厂商" } }, "weekly_daily_retail": [ { "period": "2026 年 8 月第一周", "value": 3.5, "unit": "万辆/日", "month_on_month": -2.6, "year_on_year": -22.1, "change_unit": "%" }, { "period": "2026 年 8 月第二周", "value": 4.4, "unit": "万辆/日", "month_on_month": 2.3, "year_on_year": -22.2, "change_unit": "%" }, { "period": "2026 年 8 月第三周预测", "value": 4.7, "unit": "万辆/日", "month_on_month": -2.3, "year_on_year": -20.2, "change_unit": "%" }, { "period": "2026 年 8 月第四周预测", "value": 7.7, "unit": "万辆/日", "month_on_month": 26.3, "year_on_year": -22.1, "change_unit": "%" } ], "july_base": { "narrow_passenger_vehicle_retail": { "value": 146.1, "unit": "万辆", "year_on_year": -20.9, "change_unit": "%" }, "fuel_vehicle_retail": { "value": 51.0, "unit": "万辆", "year_on_year": -40.5, "change_unit": "%" }, "new_energy_vehicle_retail": { "value": 95.1, "unit": "万辆", "year_on_year": -3.9, "change_unit": "%" }, "new_energy_vehicle_penetration": { "value": 65.1, "unit": "%" } } }, "transmission_chain": "8 月新能源零售预计由 7 月 95.1 万辆升至约 104.0 万辆→新能源车终端需求环比修复→整车与电池链需求预期获得支撑；总乘用车同比下降 21.7%限制方向强度", "invalidation_conditions": "乘联分会修正 8 月预测，或后续正式零售数据显著低于 104.0 万辆及 65.8%的新能源渗透率预测", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzkzNDY4NzQ3MQ==&mid=2247556192&idx=1&sn=673f60d463c9ed3109efdfaf05ba5ecc](http://mp.weixin.qq.com/s?__biz=MzkzNDY4NzQ3MQ==&mid=2247556192&idx=1&sn=673f60d463c9ed3109efdfaf05ba5ecc)](https://weixin.qq.com/s?__biz=MzkzNDY4NzQ3MQ==&mid=2247556192&idx=1&sn=673f60d463c9ed3109efdfaf05ba5ecc](http://mp.weixin.qq.com/s?__biz=MzkzNDY4NzQ3MQ==&mid=2247556192&idx=1&sn=673f60d463c9ed3109efdfaf05ba5ecc))" ], "source_tier": "A" }, { "event_id": "catl-cn-20260821-cell-marketplace", "title": "宁德时代电芯商城首单优惠 2%", "event_time_utc": "2026-08-21T12:28:07Z", "event_time_quality": "exact", "published_at_utc": "2026-08-21T12:28:07Z", "event_type": "price_competition", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 0, "confidence": 93, "horizon": "weeks", "raw_facts": { "sales_channel": "宁德时代商城官网和小程序", "minimum_order": { "value": 3, "unit": "箱" }, "platform_enterprises": { "value": 1800, "unit": "家", "qualifier": "超", "scope": "在平台选购的储能企业" }, "cell_capacities": [ { "value": 280, "unit": "Ah" }, { "value": 314, "unit": "Ah" }, { "value": 587, "unit": "Ah" } ], "first_order_discount": { "value": 2, "unit": "%", "source_wording": "首单立减 2%", "applicable_products_shown": [ "280Ah 电芯", "314Ah 电芯" ] }, "cell_280ah_specs": { "rated_power_output": { "value": 896, "unit": "W/颗" }, "claimed_cycles": { "value": 8000, "unit": "次" } }, "shipment_time": { "minimum": 3, "maximum": 5, "unit": "天" } }, "transmission_chain": "宁德时代开放 3 箱起订并给予首单 2%优惠→储能客户采购门槛与首单成本下降→电芯直销渠道扩大，但折价与新增销量的净影响尚未形成单向信号", "invalidation_conditions": "宁德时代撤回商城首单优惠、提高最低起订量，或后续披露平台订单未形成新增电芯销量", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzAwNDc1MDk4OQ==&mid=2649023798&idx=1&sn=630951d57be2e1fbb2e0b60b59b607c5](http://mp.weixin.qq.com/s?__biz=MzAwNDc1MDk4OQ==&mid=2649023798&idx=1&sn=630951d57be2e1fbb2e0b60b59b607c5)](https://weixin.qq.com/s?__biz=MzAwNDc1MDk4OQ==&mid=2649023798&idx=1&sn=630951d57be2e1fbb2e0b60b59b607c5](http://mp.weixin.qq.com/s?__biz=MzAwNDc1MDk4OQ==&mid=2649023798&idx=1&sn=630951d57be2e1fbb2e0b60b59b607c5))" ], "source_tier": "A" }, { "event_id": "xpeng-cn-20260821-g9l-black-gold-package", "title": "小鹏 G9L 黑金套件限时优惠 5000 元", "event_time_utc": "2026-08-21T13:39:10Z", "event_time_quality": "exact", "published_at_utc": "2026-08-21T13:39:10Z", "event_type": "price_competition", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": -1, "confidence": 93, "horizon": "days", "raw_facts": { "product": "小鹏 G9L 黑金套件", "official_guide_price": { "value": 15000, "unit": "元" }, "limited_time_price": { "value": 10000, "unit": "元" }, "derived_discount_amount": { "value": 5000, "unit": "元", "calculation": "15000 元-10000 元" }, "derived_discount_rate": { "value": 33.33, "unit": "%", "calculation": "5000 元÷15000 元×100%" } }, "transmission_chain": "G9L 黑金套件由 15000 元降至 10000 元→单车选装收入减少并增强成交吸引力→同价位车型促销压力上升", "invalidation_conditions": "小鹏终止 10000 元限时价，或该套件优惠不影响整车成交价和竞品定价", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzA3NzM3NTQ0Ng==&mid=2652676817&idx=1&sn=77bb0dddb2259ed160a991ef93565d62](http://mp.weixin.qq.com/s?__biz=MzA3NzM3NTQ0Ng==&mid=2652676817&idx=1&sn=77bb0dddb2259ed160a991ef93565d62)](https://weixin.qq.com/s?__biz=MzA3NzM3NTQ0Ng==&mid=2652676817&idx=1&sn=77bb0dddb2259ed160a991ef93565d62](http://mp.weixin.qq.com/s?__biz=MzA3NzM3NTQ0Ng==&mid=2652676817&idx=1&sn=77bb0dddb2259ed160a991ef93565d62))" ], "source_tier": "A" }, { "event_id": "byd-cn-20260821-dahan-ev-presale", "title": "比亚迪大汉 EV 以 24.99 万元起预售", "event_time_utc": "2026-08-21T13:51:03Z", "event_time_quality": "exact", "published_at_utc": "2026-08-21T13:51:03Z", "event_type": "price_competition", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "product": "比亚迪大汉 EV", "sales_stage": "全国预售", "starting_presale_price": { "value": 249900, "unit": "元", "source_wording": "24 万 99 起" } }, "transmission_chain": "大汉 EV 以 24.99 万元起进入预售→比亚迪在中高端纯电轿车市场增加车型供给→潜在订单与同级价格竞争同步增加", "invalidation_conditions": "比亚迪取消预售、正式上市起售价高于 249900 元，或预售订单未转化为交付", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzkzNjIwODU5OA==&mid=2247587250&idx=1&sn=5bebe2a85c281271231472a99f5ac6dd](http://mp.weixin.qq.com/s?__biz=MzkzNjIwODU5OA==&mid=2247587250&idx=1&sn=5bebe2a85c281271231472a99f5ac6dd)](https://weixin.qq.com/s?__biz=MzkzNjIwODU5OA==&mid=2247587250&idx=1&sn=5bebe2a85c281271231472a99f5ac6dd](http://mp.weixin.qq.com/s?__biz=MzkzNjIwODU5OA==&mid=2247587250&idx=1&sn=5bebe2a85c281271231472a99f5ac6dd))" ], "source_tier": "A" }, { "event_id": "sec-us-20260821-sqm-lithium-results", "title": "SQM 二季度锂均价环比上涨 23%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-21T14:57:15Z", "event_type": "commodity_cost", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": -1, "confidence": 94, "horizon": "weeks", "raw_facts": { "admission_basis": { "sec_filing": "6-K", "accession_number": "0000909037-26-000034", "sec_accepted_at_utc": "2026-08-21T14:57:15Z", "earnings_release_date": "2026-08-18" }, "q2_2026": { "revenue": { "value": 2468.4, "unit": "百万美元", "year_on_year": 136.7, "year_on_year_unit": "%", "prior_year_value": 1042.7, "prior_year_unit": "百万美元" }, "net_income": { "value": 660.0, "unit": "百万美元", "year_on_year": 646.4, "year_on_year_unit": "%", "prior_year_value": 88.4, "prior_year_unit": "百万美元" }, "earnings_per_share": { "value": 2.31, "unit": "美元/股", "prior_year_value": 0.31, "prior_year_unit": "美元/股" }, "gross_profit": { "value": 1260.0, "unit": "百万美元", "year_on_year": 398.1, "year_on_year_unit": "%", "prior_year_value": 253.0, "prior_year_unit": "百万美元" }, "lithium_sales_volume": { "value": 84.1, "unit": "千吨 LCE" }, "lithium_revenue": { "value": 1779.2, "unit": "百万美元", "year_on_year": 299.7, "year_on_year_unit": "%" }, "realized_lithium_price": { "value": 21.8, "unit": "美元/千克", "qualifier": "约", "quarter_on_quarter": 23, "year_on_year": 160, "change_unit": "%" } }, "first_half_2026": { "revenue": { "value": 4228.5, "unit": "百万美元", "year_on_year": 103.4, "year_on_year_unit": "%" }, "net_income": { "value": 1024.7, "unit": "百万美元", "year_on_year": 353.5, "year_on_year_unit": "%" }, "adjusted_ebitda": { "value": 2154.8, "unit": "百万美元", "margin": 51.0, "prior_margin": 32.0, "margin_unit": "%" }, "lithium_sales_volume": { "value": 153.1, "unit": "千吨 LCE", "year_on_year": 42, "year_on_year_unit": "%" } }, "guidance": { "global_lithium_demand_2026": { "value": 2.1, "unit": "百万吨", "qualifier": "超过" }, "sqm_output_2026": { "minimum": 280000, "maximum": 290000, "unit": "吨 LCE" }, "year_end_2027_capacity": { "value": 300000, "unit": "吨", "qualifier": "超过" }, "q3_lithium_price_view": "大体平稳", "mt_holland_sqm_share_capex": { "minimum": 450, "maximum": 500, "unit": "百万美元" }, "mt_holland_concentrate_capacity": { "value": 350, "unit": "千吨/年", "qualifier": "约" }, "mt_holland_first_output": "2030 年" } }, "transmission_chain": "SQM 二季度锂均价环比上涨 23%且销量达 84.1 千吨 LCE→锂盐收入与盈利上升→上游锂价支撑增强，同时提高动力电池材料成本压力", "invalidation_conditions": "SQM 修正 6-K 数据，或三季度锂价未保持大体平稳并因新增供给显著回落", "source_urls": [ "[https://www.[sec.gov/Archives/edgar/data/909037/000090903726000034/](https://www.sec.gov/Archives/edgar/data/909037/000090903726000034/)](https://sec.gov/Archives/edgar/data/909037/000090903726000034/](https://www.sec.gov/Archives/edgar/data/909037/000090903726000034/))", "[https://www.[sec.gov/Archives/edgar/data/909037/000090903726000034/a6-k_2q2026earningsrelease.htm](https://www.sec.gov/Archives/edgar/data/909037/000090903726000034/a6-k_2q2026earningsrelease.htm)](https://sec.gov/Archives/edgar/data/909037/000090903726000034/a6-k_2q2026earningsrelease.htm](https://www.sec.gov/Archives/edgar/data/909037/000090903726000034/a6-k_2q2026earningsrelease.htm))" ], "source_tier": "A" }, { "event_id": "nio-cn-20260821-es8-cumulative-deliveries", "title": "蔚来 ES8 累计交付 14 万辆", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-22T01:00:00Z", "event_type": "sales_data", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 1, "confidence": 96, "horizon": "weeks", "raw_facts": { "milestone_date": "2026-08-21", "model": "蔚来 ES8", "cumulative_deliveries": { "value": 140000, "unit": "辆" }, "elapsed_since_delivery_start": { "value": 335, "unit": "天" }, "context": "在 2026 成都车展迎来第 140000 台新车交付" }, "transmission_chain": "蔚来 ES8 在 335 天内累计交付 14 万辆→大型纯电 SUV 销量兑现→整车与配套电池需求获得验证", "invalidation_conditions": "蔚来修正累计交付数量或统计起点，或后续披露 14 万辆包含未完成交付的订单", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0](http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0)](https://weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0](http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0))" ], "source_tier": "A" }, { "event_id": "nio-cn-20260822-power-network-expansion", "title": "蔚来 8 月 22 日新增 7 座补能站", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-22T01:00:00Z", "event_type": "capacity_plan", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 1, "confidence": 95, "horizon": "weeks", "raw_facts": { "addition_date": "2026-08-22", "new_stations": { "total": 7, "unit": "座", "swap_stations": 3, "supercharging_stations": 3, "charging_stations": 1 }, "station_identifiers": [ "换电站 NO.4028", "换电站 NO.4029", "换电站 NO.4030", "超充站 NO.3363", "超充站 NO.3364", "超充站 NO.3365", "充电站 NO.1840" ], "network_after_addition": { "total_stations": { "value": 9235, "unit": "座" }, "swap_stations": { "value": 4030, "unit": "座" }, "charging_stations": { "value": 5205, "unit": "座" }, "charging_piles": { "value": 29998, "unit": "根" }, "cumulative_swaps": { "value": 1.2, "unit": "亿次", "qualifier": "超过" } } }, "transmission_chain": "蔚来单日新增 7 座补能站→换电与充电网络覆盖扩大→用车便利性和品牌交付支撑能力提高", "invalidation_conditions": "蔚来修正新增站点或全国网络数量，或相关站点未投入实际运营", "source_urls": [ "[http://mp.[weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0](http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0)](https://weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0](http://mp.weixin.qq.com/s?__biz=MzI4NjAxMzM2Mg==&mid=2750384286&idx=1&sn=8f9e21ff468503b4e690bf435a859fc0))" ], "source_tier": "A" }, { "event_id": "cls-cn-20260821-deepal-g318-price", "title": "深蓝 G318 限时价 19.68 万至 23.68 万元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-22T01:04:00Z", "event_type": "price_competition", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": -1, "confidence": 82, "horizon": "days", "raw_facts": { "product": "全新深蓝 G318", "variants": { "value": 3, "unit": "款" }, "limited_time_price": { "minimum": 196800, "maximum": 236800, "unit": "元" }, "driver_assistance": "华为乾崑 ADS 5 Pro", "cockpit": "HarmonySpace 5", "limera_detection": { "distance": { "value": 116, "unit": "米" }, "obstacle_size": { "length": 30, "width": 30, "unit": "厘米" } } }, "transmission_chain": "深蓝 G318 三款车型以 19.68 万至 23.68 万元限时销售→20 万元级新能源 SUV 价格竞争加剧→同级整车毛利与促销强度承压", "invalidation_conditions": "深蓝汽车取消限时价格，或正式成交价及权益不适用于主要销售区域", "source_urls": [ "https://www.cls.cn/detail/2461317" ], "source_tier": "B" }, { "event_id": "nio-cn-20260823-swap-network-expansion", "title": "蔚来 8 月 23 日新增 3 座换电站", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-23T01:00:00Z", "event_type": "capacity_plan", "asset_keys": [ "NEW_ENERGY_VEHICLE" ], "direction_score": 1, "confidence": 95, "horizon": "weeks", "raw_facts": { "addition_date": "2026-08-23", "new_swap_stations": { "value": 3, "unit": "座" }, "station_identifiers": [ "换电站 NO.4031", "换电站 NO.4032", "换电站 NO.4033" ], "network_after_addition": { "total_stations": { "value": 9238, "unit": "座" }, "swap_stations": { "value": 4033, "unit": "座" }, "charging_stations": { "value": 5205, "unit": "座" }, "charging_piles": { "value": 29998, "unit": "根" }, "cumulative_swaps": { "value": 1.2, "unit": "亿次", "qualifier": "超过" } }, "change_from_2026_08_22": { "total_stations": { "change": 3, "unit": "座", "base": 9235, "latest": 9238 }, "swap_stations": { "change": 3, "unit": "座", "base": 4030, "latest": 4033 }, "charging_stations": { "change": 0, "unit": "座", "base": 5205, "latest": 5205 } } }, "transmission_chain": "蔚来再新增 3 座换电站并把全国换电站增至 4033 座→补能网络连续扩容→换电车型的使用便利性和交付支撑能力提高", "invalidation_conditions": "蔚来修正新增站点或全国网络数量，或 NO.4031 至 NO.4033 未投入实际运营", "source_urls": [ 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"390435+2975910+371200+264842+92658+68488+53452+46850+11908" }, "components": [ { "company": "小米汽车科技有限公司", "models": [ "2024 款小米 SU7 系列" ], "recall_ids": [ "S2026M0096V", "S2026M0097V" ], "quantities": [ 339069, 51366 ], "total": 390435, "unit": "辆" }, { "company": "特斯拉（上海）有限公司、特斯拉汽车（北京）有限公司", "models": [ "国产 Model 3", "国产 Model Y", "进口 Model 3", "进口 Model X", "进口 Model S" ], "recall_ids": [ "S2026M0098V", "S2026M0099V" ], "quantities": [ 973156, 1956713, 35590, 8328, 2123 ], "total": 2975910, "unit": "辆" }, { "company": "零跑汽车有限公司", "models": [ "C01", "C11" ], "recall_ids": [ "S2026M0100V" ], "quantities": [ 48625, 322575 ], "total": 371200, "unit": "辆" }, { "company": "肇庆小鹏新能源投资有限公司", "models": [ "小鹏 G6", "小鹏 P7+", "小鹏 X9" ], "recall_ids": [ "S2026M0101V" ], "quantities": [ 134588, 94688, 35566 ], "total": 264842, "unit": "辆" }, { "company": "浙江吉利汽车有限公司", "models": [ "极氪 007", "极氪 X" ], "recall_ids": [ "S2026M0102V" ], "quantities": [ 92658 ], "total": 92658, "unit": "辆" }, { "company": "奇瑞新能源汽车股份有限公司", "models": [ "iCAR 03", "风云 X3" ], "recall_ids": [ "S2026M0103V" ], "quantities": [ 57688, 10800 ], "total": 68488, "unit": "辆" }, { "company": "东风汽车集团有限公司", "models": [ "纳米 06", "风神 L8", "eπ007", "eπ008" ], "recall_ids": [ "S2026M0105V" ], "quantities": [ 53452 ], "total": 53452, "unit": "辆" }, { "company": "北汽蓝谷麦格纳汽车有限公司", "models": [ "极狐考拉" ], "recall_ids": [ "S2026M0104V" ], "quantities": [ 46850 ], "total": 46850, "unit": "辆" }, { "company": "中国第一汽车集团有限公司", "models": [ "EH7", "天工 08" ], "recall_ids": [ "S2026M0106V" ], "quantities": [ 7873, 4035 ], "total": 11908, "unit": "辆" } ], "defect": "车内应急机械拉手或盖板与内饰颜色接近、缺少专用提示标识，严重碰撞导致低压系统失效等极端情形下可能延误车内人员逃生或车外救援", "remedies": [ "加贴警示标识", "部分车型更换改进后的应急机械拉手盖板", "部分车型通过 OTA 增加事故后降窗策略或优化中控解锁逻辑" ], "excluded_from_door_handle_total": { "company": "特斯拉（上海）有限公司", "recall_id": "S2026M0039I", "quantity": 2740642, "unit": "辆", "reason": "该批次针对组合驾驶辅助状态下的驾驶员注意力监测，不属于应急机械拉手缺陷" } }, "transmission_chain": "九家车企因应急机械拉手识别问题召回 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