要闻提示 NEWS REMIND 1.雷军：YU7不是拉高版SU7，90%零部件重新开发 2. 泡泡玛特疑进军家电行业，正招聘相关人才 3. 马云现身饿了么工区，吴泳铭陪同，参加淘宝闪购周会 4. 苹果官网首次支持国补，仅支持北京线上购买/上海线下购买，最高不超2000元 5. 王慧星正式晋升成为腾讯副总裁 6.网友称DeepSeek信息错误承诺补偿3000元却未兑现 7.英伟达CEO黄仁勋启动减持计划：年内套现近9亿美元 8.西门子CTO：明年1/3 IT预算投DeepSeek 今日头条 HEADLINE NEWS 雷军：YU7不是拉高版SU7，90%零部件重新开发 6月24日中午，雷军在微博回答了关于小米YU7两个网友最关心的问题。当被问及"这次YU7上市，相比去 年SU7，把握是不是大了很多？"时，雷军回答表示：这一次，我们的信心确实更足了。上个月YU7技术 发布以后，用户朋友们的热情也远超我们的预期，YU7的用户留资量是SU7同期的3倍，我预计YU7和 SU7会一样火爆。 当被问及"小米YU7是不就是一款拉高版SU7？"时，雷军回答道：我可以肯定地告诉大家，不是！虽然 YU7和SU7都基于小米Mode ...

（原标题：港股概念追踪 | 2025千县万镇新能源汽车消费季启动 新能源车消费活力进一步释放(附概念股)） 智通财经APP获悉，日前，商务部办公厅发布关于组织开展2025年千县万镇新能源汽车消费季活动的通知，活动时间2025年7月至12月。通知指 出，各地要认真落实汽车以旧换新政策，在新能源汽车消费季活动场地内普遍设置汽车以旧换新专区，组织推出更多适销对路新能源车型，更好 满足县乡地区群众多样化购车需求。各地要因地制宜推进汽车流通消费改革试点工作，推动新能源汽车消费季活动与试点创建工作有机结合。 除了推动以旧换新和优化车型供给外，通知还提到，谋划开展智能网联新能源汽车专场推介、试驾体验等活动，在安全可控、依法合规的前提 下，稳妥推进高阶智能驾驶汽车商业化应用。创新打造汽车改装、传统经典车、房车露营、汽车赛事等多样化汽车后市场消费场景，推动商旅文 体健融合发展，延伸汽车消费链条。适销对路新能源车型，更好满足县乡地区群众多样化购车需求。 长期以来，农村地区传统燃油车占据主导地位，但随着环保意识的增强和基础设施不断完善，新能源汽车在农村市场的接受度日益提高。相较于 城市，农村新能源汽车市场仍是一片具有巨大发展潜力的 ...

Group 1 - Changan Automobile's controlling shareholder has changed its name from "China Changan Automobile Group Co., Ltd." to "Chen Zhi Automobile Technology Group Co., Ltd." without affecting shareholding structure or control [1] - The name change indicates stability in corporate governance and is unlikely to have a significant impact on Changan Automobile's operations or stock price [1] Group 2 - NIO's Firefly brand launched a Battery as a Service (BaaS) program, reducing the upfront cost of vehicles and enhancing user experience [2] - The starting prices for the Firefly models are now 79,800 yuan and 85,800 yuan, with a monthly battery rental fee of 399 yuan [2] - This innovation in the electric vehicle sector is expected to lower purchase barriers and increase market acceptance [2] Group 3 - Hello announced its entry into the Robotaxi market, backed by investments from Ant Group and CATL, with a registered capital of 1.288 billion yuan [3] - The focus will be on developing and commercializing L4 autonomous driving technology [3] - Goldman Sachs projects that by 2030, there will be 500,000 Robotaxis operating in China, with a market size potentially reaching 47 billion USD by 2035 [3] Group 4 - Zhuhai Guanyu Battery Co., Ltd. received a notification from Dongfeng Nissan to become a designated supplier for low-voltage lithium batteries [4] - This designation enhances the company's market position in the automotive battery sector and builds on previous collaborations with major automakers [4] - The partnership is expected to improve product recognition and competitiveness in the new energy vehicle supply chain [4] Group 5 - Haima Automobile's stock surged to the daily limit, with a weekly increase of nearly 13% following the announcement of the Box Car product approval [5] - The company plans to achieve profitability through exports, partnerships, and new business initiatives, while maintaining a focus on hydrogen energy [5] - Despite the positive developments, Haima faces long-term operational challenges, particularly in the high manufacturing costs of hydrogen fuel cell vehicles [6]

来源：北京日报客户端 车市竞争激烈，越来越多车企入局10万元以下市场，企图通过低价抢占市场提振销量。 6月24日，蔚来firefly萤火虫推出BaaS电池租用购买方案。萤火虫车自在版售价为11.98万元起，发光版售价为12.58万元起，采用BaaS电池租用服务车价将下 降4万元，自在版车型为7.98万元起，发光版为8.58万元起。电池租用服务费为每月399元。 据悉，BaaS全称Battery as a Service，传递"电池即服务"的全新理念。配套蔚来发展的换电业务，2020年8月19日，该公司首次发布BaaS电池租用服务方案， 从而实现车辆起售价格下探，降低车主购车门槛。 该公司表示，推出BaaS方案以来，该方案渗透率长期高于80%。由于实现了物理层面的车电分离，使用BaaS购车方案的用户不仅降低购车压力，无需承担 电池衰减的风险，同时还能持续享受电池升级的红利，实现电池包可充可换可升级。 价格下探至10万元以内，有望进一步提升萤火虫车型的市场竞争力。目前，不少车企推出10万元以内的性价比小车，并展现出较强销量潜力。以5月销量为 例，比亚迪海鸥月销量突破6万辆，成为该品牌最畅销的车型，吉利星愿月销超过 ...

Core Viewpoint - The article discusses the increasing influence of BlackRock, a financial giant managing over $11.5 trillion in assets, in the Chinese market, highlighting the intersection of financial capital flow with national security, technological autonomy, and social stability [2][4]. Group 1: BlackRock's Growth and Strategy - BlackRock started as a small asset management firm in 1988 with $5 million in funding and has grown to become the largest asset management institution globally, surpassing the total assets of the top ten banks [4]. - The company's expansion was driven by its founder Larry Fink's ability to leverage macroeconomic trends and technological advancements, particularly through its proprietary Aladdin system [4][6]. Group 2: Aladdin System and Its Impact - The Aladdin system is a comprehensive financial analysis and risk management platform that processes data from over 50 countries and hundreds of institutions, enabling BlackRock to make informed trading decisions [6]. - Aladdin also serves over 180 large financial institutions, positioning BlackRock as both an investor and a provider of financial infrastructure, thus influencing market dynamics [6]. Group 3: BlackRock's Activities in China - BlackRock became the first foreign firm to establish a wholly-owned public fund in China in 2021, expanding its presence through various investment avenues including public funds, private equity, ETFs, and industry investments [8]. - The company holds significant stakes in leading Chinese firms such as BYD (7.02%) and Kuaishou (5.18%), indicating its deep involvement in key sectors like renewable energy and technology [10]. Group 4: Regulatory Response and National Security - BlackRock's attempts to acquire strategic assets in China, such as a major port, have raised concerns regarding national security and prompted regulatory scrutiny from Chinese authorities [9]. - In response to foreign capital penetration, China is enhancing its regulatory framework to safeguard financial sovereignty and ensure that foreign investments align with national interests [11][12].

Group 1 - Xiaomi's first SUV model, YU7, is set to launch, with CEO Lei Jun emphasizing its focus on enhancing sports performance rather than merely catering to the demand for larger spaces [1][2] - Lei Jun highlighted that the YU7 aims to balance luxury sports performance with daily comfort, indicating that driving experience will not be overlooked in the era of rich configurations [1][2] - NIO's founder, Li Bin, responded by outlining the differentiation strategy for their model, L90, which will emphasize space and energy efficiency, with pre-sales starting in early July [1][2] Group 2 - NIO's extensive infrastructure, with over 8,000 charging and battery swap stations, is a significant selling point for the L90, showcasing NIO's leadership in energy supply infrastructure [2] - The competition in the new energy SUV market is becoming increasingly differentiated, with Xiaomi focusing on driving experience and NIO emphasizing practicality and convenience [2] - The upcoming launch period in July is critical for the new energy SUV market, as the performance of YU7 and L90 will provide insights into consumer acceptance of different product strategies [2]

专利摘要显示，本申请涉及电池技术领域，具体提供一种锂离子电池的充放电方法、电子设备、驾驶设 备及介质，旨在解决如何提升锂离子电池的能量密度和循环寿命的问题。为此目的，本申请的锂离子电 池包含第一材料，第一材料为容量补偿材料，方法包括S1、通过对锂离子电池进行常规充放电循环， 获取锂离子电池的放电量；S2、当放电量低于第一阈值时，基于预设条件对锂离子电池进行第一充电 过程，判断充电量大于或等于第二阈值时，进行常规充放电循环；S3、重复执行S1‑S2，直到第一材料 使用完毕；其中，预设条件至少包括第一倍率，第一充电过程包括基于第一倍率进行恒流充电。通过上 述实施方式，能够避免电池在使用前期出现衰减现象，有效提升电池的充放电效率。 本文源自：金融界 金融界2025年6月23日消息，国家知识产权局信息显示，蔚来电池科技（安徽）有限公司申请一项名 为"锂离子电池的充放电方法、电子设备、驾驶设备及介质"的专利，公开号CN120184422A，申请日期 为2023年12月。 作者：情报员 天眼查资料显示，蔚来电池科技（安徽）有限公司，成立于2022年，位于合肥市，是一家以从事汽车制 造业为主的企业。企业注册资本200000 ...

Group 1 - The D1 Automotive Drift Grand Prix 2025 season opener took place in Chengdu, featuring 18 top drift teams and 45 elite drivers from over 40 countries, showcasing a blend of technical innovation and cultural appeal [1][2] - The event included the world's first mass-produced electric vehicle drift performance, highlighting the reliability of Chinese new energy technology under extreme conditions and demonstrating the high-quality development of the domestic automotive industry [1][2] - The D1 Grand Prix is recognized as a top-tier motorsport event, alongside F1 and WRC, and serves as a crucial platform for automotive companies to test performance and technology before mass production [2] Group 2 - Since its entry into China in 2024, the D1 Grand Prix has attracted over 100,000 on-site spectators and more than 150 million online viewers, indicating significant public interest and engagement [2] - Chengdu's strong automotive sports culture and its central position in the western market are being leveraged to promote a new development path that integrates competition and production [2] - The event represents a historical intersection of new energy vehicle technology and international drifting competition, marking a multidimensional advancement of the Chinese automotive industry from technological innovation to cultural leadership [2]

Core Insights - The electric vehicle (EV) market is experiencing a decline in U.S. consumer interest, with domestic sales falling 4.4% in April, ending a 14-month growth streak [2] - Despite short-term challenges in the U.S., the global EV market continues to evolve, with significant growth expected in regions like China and Europe [3][6] - Three notable EV stocks are highlighted for potential investment: Nio, Navitas Semiconductor, and QuantumScape [3] Company Summaries Nio - Nio delivered 221,970 vehicles in the previous year, primarily in China, with plans to expand into the Middle East [5] - The International Energy Agency projects that 80% of China's vehicle sales will be all-electric or plug-in hybrids by 2030, with Europe expected to reach 57% [6] - Nio is not yet profitable but is making progress, with analysts rating it as a strong buy and a consensus price target of $4.78, indicating a 40% upside [7][8] Navitas Semiconductor - Navitas specializes in semiconductors, particularly silicon carbide and gallium nitride integrated circuits, which are crucial for EV applications [9][10] - Its technology can enhance EV battery range by 5% and charge batteries three times faster while using 70% less energy [11] - The company reported $450 million in new design wins for 2024 and increased its customer pipeline to $2.4 billion, indicating growth potential [12] QuantumScape - QuantumScape focuses on developing solid-state lithium batteries, which can provide 25% more driving range and endure over 1,000 charging cycles with minimal degradation [14][15] - The solid-state lithium battery market is projected to grow from $2 billion to $33.4 billion by 2033, with an average annual growth rate exceeding 36% [17] - Although QuantumScape is currently unprofitable and not generating commercial revenue, it has partnerships with major automakers like Volkswagen, indicating strong future potential [16]

中国汽车工业协会数据显示，5月，我国新能源汽车产销量分别完成127万辆和130.7万辆，同比分别增 长35%和36.9%；新能源汽车新车销量达到汽车新车总销量的48.7%。1-5月，我国新能源汽车产销量分 别完成569.9万辆和560.8万辆，同比分别增长45.2%和44%；新能源汽车新车销量达到汽车新车总销量的 44%。 中国汽车工业协会最新数据显示，5月，我国汽车产销量分别完成264.9万辆和268.6万辆，环比分别增长 1.1%和3.7%，同比分别增长11.6%和11.2%。在"两新"政策驱动下，当前汽车市场呈现"绿色转型"与"政 策护航"的发展特征。面对竞争愈发激烈的市场环境，一场以"反内卷"为核心的全产业链变革正在加速 推进。 汽车市场消费活力释放 在新能源汽车产业蓬勃发展、市场占有率不断攀升的背后，行业乱象却不容忽视。部分车企为追求短期 利益，发起大幅降价活动，引发"价格战"恐慌；还有企业通过虚假宣传诱导消费者，扰乱市场秩序；部 分车企延长支付供应商货款，使营商环境不断恶化……这些乱象不仅损害了消费者权益，也影响了整个 行业的健康发展。 中国汽车工业协会副秘书长陈士华表示，今年以来，"两新"政策加 ...