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蔚来高管否认抹黑理想汽车;特斯拉正训练升级版全自动驾驶模型丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-08-07 23:05
Group 1 - Buick officially launched the "Zhenlong" range extender system, which features a pure electric range of 302 km, a comprehensive range of over 1400 km, a 0-100 km/h acceleration time of 5.9 seconds, and a fuel consumption of 0.5 L per 100 km [1] - The launch of the "Zhenlong" system signifies a technological breakthrough for traditional automakers in the new energy sector, enhancing market expectations for its electrification transformation [1] - The adoption of range extender technology by mainstream automakers may create incremental opportunities for related battery and electronic control suppliers in the new energy industry chain [1] Group 2 - Tesla is training an upgraded version of its Full Self-Driving (FSD) model, which will have a parameter scale increased by approximately 10 times and significantly improved video processing capabilities [2] - The upgrade of Tesla's FSD technology highlights its continued leading advantage in the autonomous driving field, potentially accelerating the commercialization process and creating new profit growth points [2] - The competition in the smart vehicle sector may enter a new phase, with companies possessing data accumulation and algorithm advantages likely to achieve higher valuation premiums [2] Group 3 - Toyota's first-quarter results for the 2026 fiscal year showed a sales revenue of 12.25 trillion yen, a year-on-year increase of 3.5%, while operating profit decreased by 11% and net profit fell by 37% [3] - The financial report indicates a "revenue growth without profit growth" scenario, reflecting the impact of rising raw material costs and investments in electrification [3] - The profit contraction among Japanese automakers may transmit to parts suppliers, while companies related to new energy may receive more order opportunities [3] Group 4 - NIO's assistant vice president denied allegations of undermining Li Auto, emphasizing that recent attacks on Li Auto were misattributed to NIO [4] - The competitive landscape in the new energy vehicle industry is intensifying, and the public dispute between NIO and Li Auto may prompt a reevaluation of the industry's competitive dynamics [4] - This incident reflects a shift from incremental competition to stock competition in the industry, where brand loyalty will become a new focus for capital markets [4]
蔚来高管否认抹黑理想汽车;特斯拉正训练升级版全自动驾驶模型
Mei Ri Jing Ji Xin Wen· 2025-08-07 23:03
Group 1 - Buick officially launched the "Zhenlong" range extender system, which will be equipped in the upcoming Buick Zhijing L7, featuring a pure electric range of 302 km and a comprehensive range of over 1400 km [1] - The launch of the "Zhenlong" system signifies a technological breakthrough for traditional automakers in the new energy sector, showcasing SAIC-GM's strength in hybrid technology and potentially enhancing market expectations for its electrification transformation [1] - The adoption of range extender technology by mainstream automakers may create incremental opportunities for related battery and electronic control suppliers within the new energy industry chain [1] Group 2 - Tesla is training an upgraded version of its Full Self-Driving (FSD) model, with a tenfold increase in parameter scale and significant improvements in video processing capabilities [2] - The FSD technology upgrade highlights Tesla's continued leadership in the autonomous driving field, which may accelerate the commercialization process and create new profit growth points for the company [2] - The competition in the smart vehicle sector is expected to enter a new phase, with companies possessing data accumulation and algorithm advantages likely to achieve higher valuation premiums [2] Group 3 - Toyota's first-quarter results for the 2026 fiscal year showed a sales revenue of 12.25 trillion yen, a year-on-year increase of 3.5%, but a net profit decline of 37% to 841.4 billion yen [3] - The financial report indicates a "revenue growth without profit growth" scenario, reflecting the impact of rising raw material costs and investments in electrification [3] - The profit contraction among Japanese automakers may affect parts suppliers, while companies related to new energy may receive more orders [3] Group 4 - NIO's assistant vice president publicly denied allegations of undermining Li Auto, amidst a backdrop of increasing competition in the new energy vehicle sector [4] - The incident reflects a shift in the industry from incremental competition to stock competition, where brand loyalty will become a new focus for capital markets [4] - The negative publicity surrounding Li Auto may lead investors to pay closer attention to the marketing cost pressures faced by new energy vehicle companies and the potential impact of brand reputation on sales [4]
特朗普就美俄元首会晤表态;OpenAI最强模型GPT-5来了;标普维持我主权信用评级,财政部回应;全球首家具身智能机器人4S店今日开业丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-08-07 21:56
Group 1 - The U.S. stock market showed mixed results with the Dow Jones down by 0.51%, while the Nasdaq rose by 0.35% [3] - Major technology stocks had varied performances, with AMD increasing over 5% and Apple rising over 3%, while Meta and Intel saw declines [3] - The Nasdaq Golden Dragon China Index increased by 0.95%, with most popular Chinese concept stocks rising, including Miniso and XPeng [3] Group 2 - WTI crude oil futures fell by 0.73% to $63.88 per barrel, while Brent crude oil futures decreased by 0.69% to $66.43 per barrel [4] - COMEX gold futures rose by 1.44% to $3482.7 per ounce, and silver futures increased by 1.66% to $38.53 per ounce [5] Group 3 - China's foreign exchange reserves stood at $329.22 billion at the end of July, a decrease of $25.2 billion from the end of June, representing a decline of 0.76% [9] - The People's Bank of China reported a gold reserve of 73.96 million ounces at the end of July, marking a month-on-month increase of 60,000 ounces, continuing a nine-month streak of increases [8] Group 4 - The Ministry of Finance announced that from August 8, interest income from newly issued government bonds, local government bonds, and financial bonds will be subject to VAT [4] - The State Council issued interim measures for natural disaster investigation and assessment to enhance disaster prevention and relief capabilities [8] Group 5 - The Chinese government is expected to maintain macroeconomic policies to stabilize employment, businesses, and market expectations, aiming for a stable economic performance in the second half of the year [7] - The International Monetary Fund raised its forecast for China's economic growth in 2025 to 4.8%, an increase of 0.8 percentage points from its previous estimate [7] Group 6 - The signing of a strategic cooperation agreement between Chery Automobile and Huawei aims to enhance technological advantages in the smart vehicle sector, with over 10 billion yuan allocated for research and development [27] - The launch of the world's first fully autonomous service robot pop-up store by Galaxy General demonstrates innovation in the retail sector, with plans for expansion across multiple cities [26]
纳斯达克中国金龙指数收涨0.95%,热门中概股多数上涨,名创优品涨超3%
Mei Ri Jing Ji Xin Wen· 2025-08-07 21:33
Group 1 - The Nasdaq China Golden Dragon Index rose by 0.95% on August 8, indicating a positive trend in the market for Chinese stocks listed in the U.S. [1] - Most popular Chinese concept stocks experienced gains, with Miniso rising over 3%, and both Xpeng Motors and Li Auto increasing by more than 1% [1] - Bilibili saw a decline, dropping over 1%, contrasting with the overall positive performance of other stocks [1]
理想汽车上涨2.02%,报24.69美元/股,总市值264.29亿美元
Jin Rong Jie· 2025-08-07 13:53
资料显示,理想汽车是中国新能源汽车市场的领导者。本公司设计、研发、制造和销售豪华智能电动 车。理想汽车的使命是'创造移动的家,创造幸福的家'。通过产品、技术和业务模式的创新,本公司为家 庭用户提供安全、便捷、舒适的产品与服务。在中国,理想汽车是成功将增程式电动车商业化的先驱,并 在坚持此技术路线的同时打造纯电动平台。本公司运用科技为用户创造价值,自主研发工作主要集中在 其特有的增程系统,创新的电动汽车技术以及智能汽车解决方案。理想汽车于2019年11月开始量产。现 有车型包括家庭科技旗舰MPV理想MEGA、家庭六座旗舰SUV理想L9、家庭六座豪华SUV理想L8、家 庭五座旗舰SUV理想L7及家庭五座豪华SUV理想L6。本公司将持续扩展产品线,进而拓宽用户群体。 本文源自:金融界 作者:行情君 8月7日,理想汽车(LI)开盘上涨2.02%,截至21:32,报24.69美元/股,成交774.53万美元,总市值264.29 亿美元。 财务数据显示,截至2025年03月31日,理想汽车收入总额259.27亿人民币,同比增长1.14%;归母净利 润6.5亿人民币,同比增长9.75%。 大事提醒: 8月27日,理想汽车将 ...
“内卷”降温、“淡季不淡”!乘联会上调2025年度预测:零售、出口、新能源全面增长
Hua Xia Shi Bao· 2025-08-07 12:27
乘联会方面表示,今年上半年在国家和地方政府鼓励汽车消费、提振经济的多重利好政策加持下,车市 走出了一条"复苏增长、结构调整、利润承压"的鲜明轨迹。1—6月,乘用车累计零售总量及新能源乘用 车累计零售分别取得了10.8%和33.3%的增长。据此,乘联会预测团队在7月中旬根据国内与出口市场超 预期的表现和未来4个月的滚动预测,稍微上调了2025年的行业年度预测。 预期上调,与国家和地方政府鼓励汽车消费、提振经济的多重利好政策息息相关,同时也与综合整 治"内卷"推动市场秩序回归理性有关。 "2025年,乘用车行业促销与降级均回归理性,市场秩序明显改善。"乘联会秘书长崔东树如是说。 政策利好与市场秩序改善的双重驱动下,2025年车市复苏动能持续增强。近日,中国汽车流通协会乘用 车市场信息联席分会(下称"乘联会")宣布上调2025年汽车行业年度预测:乘用车零售增长6%、出口 增长14%、新能源批发增长27%。 这一调整背后,是上半年车市在政策红利与行业逐渐自律的双重加持下呈现的积极转向。以旧换新等消 费提振政策持续发力,叠加"反内卷"行动深化推进,使得无序降价竞争乱象显著降温,6月汽车行业利 润率已回升至6.9%高位。 ...
理想i8“听劝版”的出现,是用户意志的再胜利!
Zheng Quan Ri Bao Wang· 2025-08-07 12:19
理想i8上市之后,这款产品得到了高端纯电车型消费者的广泛关注,在相关监测平台上,其话题讨论度 远超市场上其他热门车型。 具体说来: 一、以理想i8 Max作为标准配置,并将售价从34.98万元调整为33.98万元,同时额外赠送价值10,000元 的铂金音响; 二、原以36.98万元选择Ultra版本的用户,只需要34.98万元的价格即可实现原选择的全部配置; 三、原订购Pro版本的用户可以选择退订或升级。 按照理想汽车官方的说法,之所以做出上述调整,主要是因为用户反馈,理想i8的车型版本略显复杂, 用户难以选择,且高端配置的选装还不被支持。例如,用户希望冰箱能够作为标准配置,并增加二排屏 的选装。 毫无疑问,理想汽车的这一决定得到广大用户的支持,在各大社交平台上均得到了正面反馈。 一场奇迹般的"闪电战" 就在此时,理想汽车又官宣了一个出人意料的决定,对刚刚上市的新车做出重大调整,统一理想i8配置 版本。 对于用户而言,这可能只是一则值得欢欣鼓舞的公告;但在业内人士看来,这可能就是理想汽车为什么 能成为新势力第一品牌的重要原因——透过理想汽车此次调整i8版本的操作,我们能看到两个值得关注 的细节: 其一是决策效 ...
不止“听劝”那么简单:理想i8以统一配置,撬动30万级纯电蓝海增量
Zheng Quan Shi Bao· 2025-08-07 11:58
Core Insights - Li Auto has made significant configuration adjustments to its first pure electric SUV, the Li Auto i8, in response to user feedback, aiming to position itself strategically in the 300,000 to 400,000 RMB electric vehicle market [1][2][3] Group 1: Product Strategy - The Li Auto i8 was launched on July 29, with three versions priced between 321,800 to 369,800 RMB, but over 98% of users preferred the Max and Ultra high-end models [2] - In response to user feedback regarding complex model choices and the desire for certain features to be standard, Li Auto announced a unified configuration adjustment on August 5, making the i8 Max the standard model at a reduced price of 339,800 RMB, including a complimentary platinum sound system valued at 10,000 RMB [2][3] - The i8 features a "full configuration" strategy, including advanced charging technology and intelligent driving systems, which positions it competitively against rivals [3][4] Group 2: User-Centric Approach - Li Auto's rapid response to user feedback, completing configuration changes within a week of the i8's launch, highlights its user-centric philosophy and agile operational capabilities [3][5] - The i8's design includes features like a 15L refrigerator and advanced sound insulation, which were previously associated with range-extended vehicles, now becoming key selling points in the pure electric market [4][5] Group 3: Market Positioning - By simplifying the product offerings to a single competitive SKU and including high-demand features as standard, Li Auto aims to reduce user decision-making costs and align with the current trend of "explosive" product logic [5][6] - The i8's launch is expected to enhance Li Auto's market share in the 300,000 to 400,000 RMB SUV segment, where it has already outperformed brands like Mercedes-Benz, BMW, Audi, and Tesla in sales from January to June [6]
贝莱德在理想汽车-W的持股比例于8月1日从5.04%降至4.99%
Mei Ri Jing Ji Xin Wen· 2025-08-07 11:01
每经AI快讯,8月7日,香港交易所信息显示,贝莱德在理想汽车-W的持股比例于8月1日从5.04%降至 4.99%。 ...
INFORMATION REGARDING THE TOTAL VOTING RIGHTS AND SHARES OF KLÉPIERRE SA AS OF JULY 31,2025 (1)
Globenewswire· 2025-08-07 09:30
Company Overview - Klépierre is the European leader in shopping malls, focusing exclusively on continental Europe [3] - The company's portfolio is valued at €20.6 billion as of June 30, 2025, comprising large shopping centers in over 10 countries [3] - Klépierre hosts more than 700 million visitors annually [3] - The company is a French REIT (SIIC) listed on Euronext Paris and included in the CAC Next 20 and EPRA Euro Zone Indexes [3] Voting Rights Information - As of July 31, 2025, Klépierre has a total of 286,861,172 shares [2] - The number of theoretical voting rights is 286,861,172, while the number of exercisable voting rights is 286,357,017 [2][4][5] - Klépierre owns 504,155 of its own shares, which are deprived of voting rights [4]