Company Developments - Xiaomi Auto is establishing a research and design center in Munich, Germany, with a current team of fewer than 50 members, focusing on elite talent and performance tuning for future models [2] - Manus's parent company, Butterfly Effect, has completed a $75 million financing round, raising its valuation to nearly $500 million, with plans to expand into international markets including the U.S., Japan, and the Middle East [2] - Digital retail service provider Multi-Point Intelligence is actively expanding into overseas markets, collaborating with local retailers in Southeast Asia and Europe, with international business accounting for 8.5% of total revenue, a 27.9% increase year-on-year [4] - Anker Innovations opened its first independent experience store in Europe in Belgrade, Serbia, showcasing a range of innovative products [5] - DAS Solar has begun construction on a 3GW photovoltaic module factory in France, with a total investment of approximately €109 million [6] - Pop Mart reported a 475%-480% year-on-year increase in overseas revenue for Q1 2025, with overall revenue growth of 165%-170% [6] - Kunlun Wanwei's annual report shows AI business annualized revenue of $140 million, making it the fastest-growing Chinese AI company in overseas revenue [6] - DJI Agriculture's overseas shipment volume increased by 45% year-on-year in Q1 2025, with significant growth in Latin America and Africa [6] - Transsion Holdings reported a 10.31% increase in revenue for 2024, with net profit growth of only 0.22% due to increased market expansion and product upgrade investments [6] - iQIYI plans to aggressively expand into overseas markets and enter the content e-commerce sector [6] - NIO's Firefly model will enter 16 countries across five continents this year [6] - Jidu Auto announced plans to expand into the Americas and Africa in 2025 [6] - BYD aims for 800,000 vehicle sales in overseas markets by 2025 [6] - Leap Motor plans to achieve local production in Europe by 2026 [6] - Avita plans to enter over 50 countries this year, with a focus on expanding its sales channels [6] - SAIC Group will launch 17 new overseas models in the next three years [6] Macro Policies & Industry Data - The U.S. Department of Commerce announced final anti-dumping and countervailing duties on solar cells from four Southeast Asian countries, with rates as high as 3,500% for some Cambodian companies [14] - In the first quarter of 2025, China exported 1.54 million vehicles, a year-on-year increase of 16% [14] - The Shanghai government aims to cultivate 40 high-potential overseas enterprises by 2025 [14] - Guangdong province is implementing measures to stabilize foreign trade and support enterprises in capturing orders [14] - Hong Kong plans to strengthen cooperation with ASEAN countries to explore more business opportunities [15] Investment & Financing - Chasing Technology's 3D printing project "Atomic Reshape" has secured tens of millions in financing, focusing on market expansion in Europe and the U.S. [17] - AI hardware company Future Intelligence has completed a Pre A+ round of financing, planning to enter North America, Japan, and Europe this year [17] - Lawn Mower Technology has completed a Pre-A round of financing, focusing on product delivery and market expansion in Europe and the U.S. [18] - Pan Ding International has raised tens of millions in C round financing to enhance its operations in emerging markets [18] - Core Medical has secured over $100 million in D round financing to support its international strategy [19] - Yiatong Logistics has completed several hundred million yuan in strategic financing to accelerate its global market expansion [19] - AI agent developer Sip Technology has received strategic investment from Blue Ribbon Beer to enhance its product matrix [19]

市场竞争力强劲 在谈到此次车展上惊艳亮相的新车型B01时，朱江明表现出了极大的信心。他表示，B01无论是在颜值 还是功能性方面，都具有非常强的市场竞争力。 第二十一届上海国际汽车工业展览会（以下简称"2025上海车展"）近日在国际会展中心（上海）举行。 作为头部造车新势力，浙江零跑科技股份有限公司（以下简称"零跑汽车"）携全系热销车型亮相车展， 并带来全新B系列首款轿车B01的惊艳首秀。 展会间隙，零跑汽车创始人、董事长兼CEO朱江明接受了《证券日报》等媒体的采访，就智能驾驶技 术、公司发展战略、新车型B01的市场竞争力等话题进行了深入探讨。 智能驾驶未来已来 在谈到智能驾驶技术的未来发展时，朱江明表示："从零跑汽车的角度看，智能驾驶（端到端辅助驾 驶）绝对是未来的方向。这是一个大的方向，经过大家的共同努力，无论是AI技术、芯片的能力，还 是在智驾方面的努力探索，相关技术都在加速走向成熟。" 朱江明进一步指出，智能驾驶技术的成熟度正在迅速提升，高速公路上的接管次数越来越少，城区驾驶 也越来越成熟。但他也强调了智能驾驶技术推广过程中的安全问题："目前，首先是要做好能力宣传、 规则制定，避免安全事故的发生。在循序 ...

插播： 5月15日，"电动交通&数字能源SiC技术应用及供应链升级大会"活动将在上海举办， 三菱电机、意法半导体、Wolfspeed、三安半导体、天科合达、元山电子、大族半导 体、香港大学、长飞先进、宏微科技、利普思、国基南方、芯长征、合盛新材料、 国瓷功能材 料等将出席本次会议，点击文章底部 "阅读原文" 即可报名参会。 4月23日至5月 2日， 第二十一届上海国际汽车工业展览会在上海如约举行， 吸引了来自26个国家和地区的近1000家中外知名企业参展。据 上海国展集团等统计， 展会首日展出车辆近1300辆，其中新能源汽车 约占7成 ，且 首发新车超100款。 据不完全统计，去年同期举行的北京车展共有碳化硅车型约70多款，而今年上海车展又新增了 超过30款 碳化硅新车型，将近本次车展新车数量的三分之一。 | 车变 | 纯电SiC新车型 | 混动SiC车型(包含新车型) | | --- | --- | --- | | 比亚迪 | 仰望U8L、腾势Z | 方程豹5、方程豹8 | | 吉利汽车 | 领克900 | 银河星耀8新车型、雷达皮卡PHEV、极氪9X | | 上汽通用 | 别克" 世家"、凯迪拉克LYRI ...

Group 1 - The EU electric vehicle market is expected to open clear growth opportunities for Chinese automakers as the removal of tariffs is anticipated [1][3] - Chinese brands have significant potential for increased penetration in the EU market, with 2024 exports projected to account for 13.5% of total domestic passenger car exports [1][2] - The concentration of sales among Chinese brands in the EU is notable, with SAIC and BYD being the leading players, holding 65.9% and 15.7% market shares respectively [2] Group 2 - The EU has agreed to replace tariffs on Chinese electric vehicles with a minimum price mechanism, which is expected to support the pricing strategy of Chinese brands [3] - The minimum price mechanism is likely to elevate the pricing of some key models from Chinese brands, which currently have competitive pricing below €30,000 [2][3] - The market share of Chinese electric vehicles in the EU remains low, with less than 5% in various countries, indicating substantial room for growth as local production and market entry strategies develop [1][2]

自4月3日美国总统特朗普正式宣布"对等关税"以来，中美之间多次互相提高关税，目前双方相互加征的关税都已在100%以上。且随着贸易摩擦的升温，中美两国 之间的角力有着进一步向其他领域扩散的风险。 值得关注的是：① 近日美国财政部长曾表示， 不排除以在美上市的中概公司强制退市，作为两国间谈判的筹码之一；② 2月21日， 白宫发布了"America First Investment Policy"备忘录中，也提及了在一定情况下限制美国资金投资于部分中国公司/资产的可能性。 虽然上述两条潜在的风险截至目前仅停留在口头阶段，美国政府尚没有进行任何实质性的动作。但历史上，中概退市威胁并非没有先例： 2020年~2022年间美国政 府就曾以HFCAA法案下，无法获得中概上市公司的审计监管权的原因，正式推进过中概在美退市。 尽管后续中美两国政府达成了协议，中概从美股全面退市并没真正发生，但仍有中移动等公司在争端期间被美政府强制退市，后有如中国石油等在争端缓解后仍 主动选择退市。 由此可见，无论是 强制中概从美股退市、抑或禁止美国资金投资中国资产，虽然最终落地的概率应当非常小，但属于存在先例、不能视而不见的"黑天鹅"风险。 海 ...

Group 1: Automotive Industry Developments - Huawei's executive Yu Chengdong predicts that the first car from the "Shangjie" brand, developed in collaboration with SAIC Motor, will see explosive sales, urging SAIC to prepare sufficient production capacity [2] - Tesla reported a 20% year-over-year decline in automotive revenue for Q1, prompting CEO Elon Musk to publicly oppose U.S. tariffs, citing supply chain disruptions affecting the production of the Optimus humanoid robot [4] - AVITA plans to enter over 50 countries this year, with a target of 15,000 units in overseas sales [12] - The activation rate of the intelligent driving assistance feature for the Wanjie model from Seres has exceeded 74%, with total mileage surpassing 2 billion kilometers [13] - Xiaopeng Motors aims to release a universal model for its AI systems to the public this year, with significant advancements in AI capabilities [16] - Geely announced the integration of its battery business into a new entity called Jiyao Tongxing, consolidating its battery brands [17] - Leap Motor anticipates overseas sales of 50,000 to 80,000 units this year, emphasizing the importance of localization for global expansion [19] Group 2: Technology and Partnerships - Intel established a strategic partnership with Weimob to develop native intelligent cockpit solutions, launching a new AI-enhanced SoC for the automotive industry [7][8] - OpenAI expressed interest in acquiring Google's Chrome browser if forced to divest, highlighting the importance of search functionality for its ChatGPT product [10] Group 3: Regulatory and Financial Updates - The European Union imposed a €500 million fine on Apple and a €200 million fine on Meta under the Digital Markets Act, marking the first enforcement actions against these tech giants [3] - Guilin Bank is accelerating its IPO process, potentially becoming the first listed bank in Guangxi, with nearly 880 branches currently operational [23]

Core Insights - Leap Motor's B01 model made its global debut at the 2025 Shanghai International Auto Show, showcasing its LEAP 3.5 electronic architecture and dimensions similar to competitors [1][3] - The B01 is expected to feature advanced driving assistance capabilities, including L2+ level functions, powered by Qualcomm chips and laser radar technology [3] - Leap Motor aims to increase its annual sales target for 2025 to between 500,000 and 600,000 units, up from a previous target of 500,000 units, following a strong sales performance in 2023 [3][4] Product Launch and Features - The B01 is set to launch in July 2023, with another model, the B05, expected to start pre-sales in November 2023, expanding the B series to three models [3] - The B series is anticipated to significantly contribute to Leap Motor's sales, with expectations to match or exceed the sales of the C series by the end of next year [4] Sales Strategy and Goals - Leap Motor's chairman expressed high expectations for the B series, aiming for it to achieve sales figures comparable to the C series after two years of development [4] - The company reported sales of approximately 300,000 units in the previous year, with a quarterly sales figure of around 120,000 units, indicating a strong growth trajectory [3]

智通财经4月23日电，零跑汽车据悉计划2026年在欧洲实现本地生产。 ...

零跑朱江明：期待今年5万~8万辆的海外销量 金十数据4月23日讯，2025上海车展首日，零跑汽车董事长朱江明称，今年5万到8万辆的海外市场销量 是可以期待的。他还表示，中国车企要实现全球化必须走本地化路线。4月18日，Stellantis集团与零跑 汽车宣布，双方即将启动马来西亚本地化组装项目。项目初始投资额为500万欧元（约2,400万林吉 特），并计划于2025年年底前启动首款零跑车型C10的本地化生产。 （一财） ...

本文全文共 3852 字，阅读全文约需 13 分钟 点 击 蓝 字 关 注 我 们 目录 国内新闻 1.一季度北京地区汽车产业出口128.1亿元 2.中国新车装载智能化座舱渗透率达73% 3.蔚来新品牌firefly萤火虫首款同名车型上市 4.阿维塔目标:25年计划进入50个国家 5.宝马宣布与字节跳动深化本土合作 6.上汽王晓秋:智己是集团一号工程和唯一高端品牌 7.比亚迪计划25年目标日本门店扩至百家 8.Stellantis与零跑汽车即将启动马来西亚本地化组装项目 国外新闻 1.印尼:政府拟修订国内组件率政策以吸引外资 2.泰国:电动汽车销量有望突破10万辆 3.日本考虑放宽汽车安全规则来达成与特朗普的协议 4.大众集团计划在美国市场推出混合动力车型 商用车 1. 广汽日野改名广汽领程 主要以新能源卡车为发展方向 2. 苇渡纯电重卡完成广东-新疆4983公里载货测试 3. RELY威麟品牌全球发布 开辟技术普惠型全球皮卡之路 4. 东风商用车与中汽中心达成战略合作 国内新闻 1 一季度北京地区汽车产业出口128.1亿元 时间:2025.4.21 来源:财联社汽车早报 4月19日，据北京海关消息，今年一季 ...