点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 1、甘肃调整电动汽车充换电服务费定价机制：充换电费用实行"电费+充换电服务费" 模式 1、宁德时代、比亚迪集团弗迪电池与必和必拓达成合作,加速全球采矿业电动化转型 2、2025年上半年全国机动车达 4.6亿辆、驾驶人达 5.5 亿人，新能源汽车注册创新高 3、广西发放首批低速无人车测试牌照 4、上半年我国汽车出口量增超 10% 5、Rho: 中国引领 2025 上半年全球新能源汽车销量, 550 万辆、同比增长 32% 6、湖北省副省长程用文:以更大力度推进东风公司高质量发展 引领全省汽车产业转型 升级 7、二季度汽车制造业产能利用率为 71.3% 8、工业和信息化部将助力企业上市快速核查、汽车以旧换新精准补贴 9、尚界首款车型官宣命名尚界 H5 10、2025年二季度动力电池新投建项目 11、鸿蒙智行多地发放购车现金补贴，每辆最高可获 3000 元 12、小鹏汇天完成 2.5 亿美元 B 轮融资,"陆地航母"量产进程全面提速 13、国务院常务会:规范新能源汽车产业竞争秩序,加强成本调查、价格监测和生产 14、国网、宁德时代等进入全球绿色低碳技术发明 ...

民营车企也整体呈现上升态势。比亚迪从40名上升到27名，营收和利润同比增幅分别为26.9%和 31.8%。吉利控股从54名上升至41名，营收同比上升13.6%，利润微增2.8%。长城汽车从158位升至140 位，营收同比增14.9%，利润增幅77.8%。 央国企表现整体不尽如人意。 2025年《财富》中国500强榜单今日揭晓，新势力车企成为最大亮点，呈现集体跃升态势，赛力斯、蔚 来、小鹏、理想以及新晋黑马零跑汽车排名大幅飙升，三大头部民营车企（比亚迪、吉利、长城）也呈 现上升势头，展现出行业蓬勃活力。 值得注意的是，2025年《财富》中国500强排行榜主要依据企业2024年营业收入进行排名（以下所提财 务数据时间均为2024年），在亮眼排名的背后，营收高增长与部分企业利润下滑的分化格局，以及持续 的价格战压力，为这份"向上"的成绩单增添了复杂注脚。 赛力斯成为全榜单排位跃升幅度最大的公司，从404位上升到169位（升幅235位）。该公司营收超 201.77亿美元，大幅上升了298.5%。在新能源汽车行业延续快速增长态势、竞争愈加激烈的背景下，这 家车企深度绑定华为生态，并实现扭亏为盈。 汽车领域新入局者小米集 ...

港股汽车股持续走高，蔚来汽车(09866.HK)涨超5%，北京汽车(01958.HK)涨超2%，比亚迪股份 (01211.HK)、广汽集团(02238.HK)涨超1%。 ...

港股汽车股部分走高，蔚来汽车(09866.HK)涨近4%，比亚迪股份(01211.HK)、广汽集团(02238.HK)、北 京汽车(01958.HK)跟涨。 ...

华泰证券认为，港股三季度市场或依然高波动，但压力因素比预期更低，行情启动时点可能更早。外部 新一轮关税谈判下中国相对优势反而上升；美国金融去监管、联储继续降息、稳定币扩容、国债久期调 整等多重因素助力下，美元指数有进一步下行空间，人民币升值利好港股表现；内部"反内卷"加码、互 联网电商负面压力减轻以及房地产政策都有一定积极变化。 中金公司指出，支撑港股资金面的长期宏观因素并未转向，资金充裕但优质资产有限的局面或将延续。 但是节奏上，三季度面临多方面流动性边际趋紧的压力，包括金管局或继续回收流动性、外围美元环境 趋紧、IPO/配售仍有一定供给压力，不排除造成一定扰动。 港股开盘，恒指开涨0.12%，科指开涨0.08%。蔚来汽车涨超2%，新东方跌超4%。 银河证券表示，在全球权益市场中，港股绝对估值处于相对低位水平、估值分位数处于历史中上水平。 关于港股后市 兴业证券提出，港股牛市进入"漫长夏天"，受益于国家赋能、国际金融中心地位提升及增量资金流入， 下半年将持续走强。 银河证券指出，展望未来，预计港股市场总体震荡向上，且以结构性行情为主。在全球权益市场中，港 股绝对估值处于相对低位水平，估值分位数处于历史中上水 ...

港股开盘，恒指开涨0.12%，科指开涨0.08%。蔚来汽车(09866.HK)涨超2%，新东方(09901.HK)跌超 4%。 ...

Core Insights - Nio is projected to sell 450,000 units in 2023, more than double its sales from the previous year, indicating significant growth potential [1][15] - The company faces intense competition in the electric vehicle market in China and geopolitical challenges that could impact its operations and profitability [2][6][9] Sales Performance - Nio achieved record deliveries of 221,970 vehicles last year, a 39% increase year-over-year, and reported 72,056 units sold in Q2, a 26% increase from the same period last year [3][15] - Despite the growth, the first quarter revenue fell short of estimates due to lower selling prices and increased promotions [8] Unique Business Model - Nio's battery-as-a-service offering allows for quick battery swaps, addressing charging time concerns for EV drivers, and provides a steady stream of recurring income [4][5] - Analysts believe this segment could break even by 2026, enhancing the company's long-term profitability outlook [5] Financial Challenges - Nio has consistently reported losses, with a net loss of approximately $3 billion last year and an increase to about $930 million in Q1 of this year, a 30% rise year-over-year [11][10] - The company is implementing cost-cutting measures and restructuring to improve efficiency and profitability, with vehicle margins increasing to 10.2% from 9.2% year-over-year [13][14] Market Outlook - Goldman Sachs upgraded Nio to a neutral rating, anticipating a 4%-10% improvement in profit levels over the next three years, with CEO William Bin Li optimistic about achieving profitability by Q4 2025 [14] - The stock is currently trading at a 0.95 price-to-sales ratio, which may attract investors willing to overlook current challenges [16]

Discover how Nio and Rivian are reshaping the EV industry, and which stock might deserve a place in your portfolio next.Two of the biggest names in the electric vehicle (EV) world are quietly taking opposite routes to electric domination. In this deep dive, I explore how Nio (NIO 2.62%) and Rivian (RIVN -0.04%) are redefining what EV success could look like. If you're an investor eyeing the future, you won't want to miss this.Stock prices used were the market prices of July 11, 2025. The video was published ...

金十图示：2025年07月21日（周一）中国科技互联网公司市值排名TOP 50一览 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 12468.4 | | | 2 | | 腾讯控股 | 6037.04 | | | 3 | | 阿里巴巴 | 2867.9 | | | 4 | | 小米集团-W | 1894.57 | | | 5 | | 拼多多 | 1547.41 | | | 6 | 美团 | 美团-W | 1033.71 | | | 7 | 網易 | 网易 | 861.91 | | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM 0. 金十数据 | 一个交易工具 | 8 | | 京东 | 488.96 | 11 | | --- | --- | --- | --- | --- | | 9 | | 中芯国际 | 484.29 | 1 t | | 10 | | 快手-W | 394.8 | 1 1 | | II | | 理想汽车 | 340.4 | 1 t | | 12 | ...

Group 1 - Zeekr denies selling "0 km used cars" to inflate sales, stating that the vehicles are display cars and part of normal business practices [4] - Faraday Future's first MPV, Super One, faces accusations of design plagiarism from Great Wall Motors, leading to the removal of promotional language from its website [6] - The food delivery market is experiencing a shift as platforms continue to offer high-value coupons despite regulatory scrutiny [9][10] Group 2 - ByteDance's data science head, Qin Lu, leaves the company to start a venture in the AIGC field, seeking talent for algorithm and development roles [11] - Manus, after facing operational challenges, has shifted focus to international markets and shared lessons learned from its experiences [12] - NVIDIA's H20 AI chip supply is limited, with no plans to restart production due to U.S. sales bans, impacting its revenue significantly [13] Group 3 - Japan's semiconductor industry announces successful trial production of 2nm wafers, marking a significant technological advancement [31][32] - Meta continues to attract talent from Apple, hiring two AI researchers with substantial compensation packages, indicating a competitive landscape in AI development [30][31] - NIO's legal department responds to malicious rumors, emphasizing the company's commitment to legal action against false information [24]