突发！极氪拟从美股退市 【今日推荐】 5月7日，吉利汽车控股有限公司宣布，计划收购极氪智能科技有限公司已发行全部股份。吉利汽车 目前持有极氪约65.7%的股份，如交易完成，极氪将与吉利汽车实现完全合并，实现私有化并于纽交 所退市。对此，吉利控股集团方面回应称，此举是进一步落实《台州宣言》，聚焦汽车主业，提升资 源利用效率，深化品牌协同的重要步骤。 联想杨元庆回应产品是否涨价 在5月7日的联想TechWorld上，联想集团董事长杨元庆被问及作为一家全球化公司，接下来联想的产 品是否会涨价？杨元庆表示，这肯定没有一个绝对的回答，零部件的供需情况是很重要的考量因素。 大家关心的是关税的影响会反映在产品定价上，如果没有更进一步的政策改变，可能对价格影响还不 大。但未来不确定性非常大。 英伟达称中国500亿美元市场不容错过 当地时间5月6日，英伟达CEO黄仁勋在美国拉斯维加斯参加ServiceNow公司的全球科技峰会 Knowledge大会。当天，英伟达与ServiceNow联合推出了面向企业级AI智能体（AI agent）的新服 务。黄仁勋谈及人工智能的潜力和英伟达最新发布的推理大模型，并再次强调了中国是人工智能的重 ...

Group 1 - Zhengrong Real Estate (06158.HK) has appointed joint liquidators by its controlling shareholder, and trading of its shares will resume from 9 AM on Wednesday, with business operations continuing as usual [1] - XPeng Motors (09868.HK) plans to hold a board meeting on May 21 to approve its first-quarter results [1] - Xiehe New Energy (00182.HK) reported a total equity generation of 3,330.69 GWh in the first four months, a year-on-year decrease of 2.24%, with April's generation at 809.84 GWh, down 6.48% year-on-year [1] Group 2 - Touyun Biotechnology (01332.HK) plans to sell 70% of its stake in Weidao International for 13 million yuan [1] - Gilead Sciences (01672.HK) will present early research findings on its obesity candidate drug ASC47 at the 32nd European Congress on Obesity (ECO 2025) through oral and poster presentations [1] - Yuanda Pharmaceutical (00512.HK) has successfully reached clinical endpoints in its Phase II clinical study of the global innovative product STC3141 for the treatment of sepsis in China [1] Group 3 - Shanggao New Energy (01250.HK) reported a cumulative operational generation of approximately 1.0196 million MWh in the first two months, representing a year-on-year increase of about 13.1% [1]

1. 车企董事长薪酬曝光！李想6.4亿元，吉利李书福仅37.6万元 2.阿里通义应用视觉团队负责人薄列峰离职，入职某互联网大厂，任多模态部门负责人 3. 宣传三元锂，装车变成磷酸铁锂？问界回应M8出厂合格证印错 4.曝苹果智能国行版将在iOS 18.6上线，百度、阿里巴巴提供支持 5.乐道员工炫耀"卖爆了"被沈斐批评：绝不应该轻易立flag 6.京东骑手招募规则悄然改变：「目前」由公司承担所有五险一金 7.美国盯上"对华特供芯片"，拟立法跟踪英伟达芯片定位 8.苹果据称考虑调整iPhone发布节奏：标准版、Pro版机型或错开发布 再来看民营车企，最受关注的当属比亚迪。财报显示，董事长、执行董事、总裁王传福税前报酬总额 765.5万元，在公司高管中排名第9，薪酬最高的是执行副总裁李柯，达1689万元，执行副总裁罗红斌、 高级副总裁何志奇税前工资同样均超千万元。吉利汽车集团CEO桂生悦、吉利控股集团CEO李东辉薪资总 额分别为3201万元、1967万元，而作为掌舵者的李书福，其全年薪酬仅37.6万元。长城财报显示，长城 汽车董事长魏建军全年薪酬568.56 万元，与2023年持平，长城汽车副总经理、副董事长赵国庆 ...

Core Viewpoint - The Chinese Ministry of Industry and Information Technology has indicated conditional approval for the production access of L3 autonomous driving vehicles, with various automakers announcing their timelines for L3 implementation [1][2]. Group 1: Industry Developments - Several automakers, including Chery, GAC, and Zeekr, have unveiled their intelligent driving plans and production timelines for L3 autonomous vehicles, with Chery aiming for L3 technology deployment by 2026 [2]. - In February, companies like Changan and Xpeng also announced their plans for L3 autonomous vehicle production, with Changan's Tian Shu intelligent driving system expected to achieve full-scene L3 capabilities by 2026 [3]. Group 2: Driving Factors - The push for L3 autonomous driving is driven by multiple factors, including technological advancements that transition L3 from theory to practice, improved regulations that reduce legal barriers, competitive pressure to enhance brand image, and strong market demand for safer and more comfortable driving experiences [3][4]. Group 3: Advantages of L3 Autonomous Driving - L3 autonomous driving offers several advantages: it reduces driver fatigue by taking over driving tasks in specific scenarios, enhances road safety through real-time environmental monitoring, and improves driving efficiency by adjusting speed and trajectory based on traffic conditions [4]. Group 4: Challenges Ahead - Despite the advancements, L3 autonomous driving faces challenges such as technical stability, safety, regulatory completeness, and consumer acceptance. The widespread adoption of L3 technology depends on unified regulations and scalable, cost-effective technology [5]. - Current L3 technology is likely to be implemented first in high-end vehicles and specific high-value scenarios, such as premium family cars and highway commuting [5]. Group 5: Future Outlook for L4 Autonomous Driving - Some companies are already planning for L4 autonomous driving, with Changan aiming for full-scene L4 capabilities by 2028 and GAC targeting early 2026 for scaled L4 operations. Transitioning from L3 to L4 requires significant technological advancements in sensors, algorithms, and automation levels [6].

Core Viewpoint - XPeng Inc. will report its first quarter 2025 unaudited financial results on May 21, 2025, before U.S. markets open, followed by an earnings conference call [1] Group 1: Earnings Report Details - The earnings conference call is scheduled for 8:00 AM U.S. Eastern Time on May 21, 2025 [1] - Participants can join the call by completing pre-registration and dialing in 5 minutes prior to the scheduled start time [2] - A live and archived webcast of the conference call will be available on the Company's investor relations website [3] Group 2: Company Overview - XPeng is a leading Chinese Smart EV company focused on designing, developing, manufacturing, and marketing Smart EVs for technology-savvy middle-class consumers [4] - The company aims to drive Smart EV transformation through technology, enhancing the future mobility experience [4] - XPeng develops its full-stack advanced driver-assistance system technology and in-car intelligent operating system in-house, along with core vehicle systems [4]

1. 市场定位与产品策略 零跑汽车： 专注于10-20万元的大众市场，主打高性价比车型，例如C系列（C10、C11、C16）通过"半价理想"的标 签吸引家庭用户，以低价高配策略抢占市场份额。2025年计划推出B10车型，进一步渗透10-15万元入门 级市场，同时借助与Stellantis的合作拓展海外销售渠道。 -优势：精准定位刚需市场，产品矩阵覆盖轿车、SUV，且全域自研策略显著降低成本。 小鹏汽车： 3. 财务状况与盈利能力 零跑汽车： 2024年第四季度首次实现单季盈利，全年营收超305亿元，毛利率提升至8.1%，成为继理想之后第二家 盈利的新势力。通过成本控制和C系列高销量占比（77%）优化盈利结构。 -2025年目标销量50万辆，同比增长70%。 小鹏汽车： 仍处于亏损阶段，2024年第四季度，小鹏汽车总收入为161.1亿元，同比增长23.4%，环比增长59.4%。 同期，净亏损收窄至13.3亿元。通过降价策略（如G9降价4.6万元）刺激销量，2025年1月交付量3.03万 辆，超越理想成为新势力销冠。 覆盖15-35万元的中高端市场，强调智能化与驾驶体验，如P7+和MONA M03等车型突出高阶辅 ...

Group 1 - During the "May Day" holiday, Chinese assets experienced significant gains, with the Hang Seng Index rising by 1.74% and the Hang Seng Tech Index increasing by 3.08% as of May 2 [1] - The Hang Seng Tech Index has seen a two-week consecutive rise, with a total increase of 7.2% during this period [1] - The offshore RMB appreciated against the USD, rising by 687 basis points to 7.2011 [1] Group 2 - As of May 6, 2025, the Hang Seng Tech Index (HSTECH) showed a slight decline of 0.01%, with mixed performance among constituent stocks [1] - Meituan-W (03690) led the gains with an increase of 4.08%, while NIO-SW (09866) was the biggest loser [1] - The Hang Seng Tech ETF (513380) saw a 3.01% increase, with trading volume reaching 3.54 billion and a turnover rate of 7.07% [1] Group 3 - The Hang Seng Tech ETF's latest price-to-earnings ratio (PE-TTM) is 21.06, indicating it is at a historical low compared to the past year [2] - The Hong Kong dollar has been strengthening, nearing the 7.75 peg limit, prompting interventions from the Hong Kong Monetary Authority [2] - There is a notable trend of capital flowing into Hong Kong's tech and internet sectors amid ongoing adjustments in the real estate market [2] Group 4 - Despite recent gains, the valuation advantage of Hong Kong tech stocks remains, with potential catalysts in the tech sector and policy signals from the Two Sessions [2] - The Hang Seng Tech ETF covers top-quality tech leaders in Hong Kong, focusing on companies highly related to technology themes [2]

Group 1: Market Overview - In April, the new energy vehicle market saw significant growth, with BYD leading sales at over 380,000 units, followed by Leap Motor and Xiaopeng with remarkable increases in sales [1][4][18] - The overall sales of passenger cars reached 372,615 units, reflecting a year-on-year growth of 19.4% [6] Group 2: BYD Performance - BYD's new energy vehicle sales reached 380,089 units in April, marking a year-on-year increase of 21.3% [3][4] - The sales of BYD's main models, including the Dynasty and Ocean series, totaled 347,053 units, up 16.5% year-on-year [4] Group 3: Other Key Players - SAIC-GM-Wuling's new energy vehicle sales surged by 83.2% to 69,678 units, contributing to a total global sales of 126,455 units, which is a 22% increase [9][10] - Leap Motor achieved a monthly sales record of 41,039 units, a year-on-year increase of 173% [13] - Xiaopeng Motors delivered 35,045 vehicles in April, representing a staggering year-on-year growth of 273% [17][18] - Li Auto's sales reached 33,939 units, with a year-on-year increase of 31.6% [21][24] - Great Wall Motors sold 28,813 new energy vehicles, reflecting a year-on-year growth of 28.42% [27][28] - GAC Aion's sales reached 28,301 units, maintaining positive growth in the new energy vehicle market [33] - Xiaomi delivered over 28,000 vehicles in April, expanding its retail presence significantly [37] - NIO's deliveries totaled 23,900 units, with a year-on-year increase of 53% [40] - Deep Blue's sales reached 20,138 units, marking a year-on-year growth of 58% [45] - Zeekr sold 13,727 units, with a year-on-year increase of 18.7% [47] - Avita's sales reached 11,681 units, a significant year-on-year increase of 122.6% [50] - Lantu sold 10,019 units, reflecting a year-on-year growth of 150% [53] - IM Motors delivered 4,366 units, showing a year-on-year increase of 55% [56]

在全球范围汽车制造上为践行可持续发展和环保理念，应用生物基的汽车数量不断攀升。 生物基工 程塑料 、 生物基复合材料、生物基聚氨酯和树脂等材料 在探索 整车内外饰如 座 椅、仪表盘、织 物、皮革、涂料、灯具、格栅、轮胎等 部件 的应用替代上热度不减。 14:25 软木皮革用于汽车内饰部件研发与应用 14:50 刘 如 玛斯新材料技术研究(常州)有限公司总经理 中国林业科学研究院木材工业研究所副研究员 14:50 主题待定 15:15 周楠婷 蔚来汽车 主任工程师、博士 15:15 新型生物基聚碳酸酯DURABIO的特征与应用 15:40 闫家林 三菱化学 三菱化学(中国)管理有限公司 DURABIO中国区主要技术负责人 15:40 ■ 茶歇交流 16:10 16:10 "碳"寻绿色发展路径,打造100%可持续材料轮胎 16:35 薛天翔 GOOD YEAR 固特异轮胎管理(上海)有限公司 高级科学家、亚太区新材料研发负责人 16:35 阿朗新科的可持续发展路线图 17:00 陈民杰 ARLANXEO 阿朗新科高性能弹性体(常州)有限公司 高级技术经理 整车企业的可持续战略与材料需求是什么 ？ 生物基材料在汽车 ...

由此，中国汽十大集团一季度销量位次如下： 第一名，比亚迪，乘用车销量98万辆，同比增长57%；包括商用车在内，比亚迪一季度累计销量 100.08万辆，同比增长59.81%。 撰 文 / 牛跟尚 设 计 / 张 萌 在中国车企还有一部分集团尚未公布4月销量时，我们先来复习3月及一季度中国车企的销量情况。 从3月中国车企批发榜看，造车新势力头部零跑真正领跑，单月超过理想；造车老实力头部上汽王 者归来，单月超过比亚迪。 如果按中国汽车集团一季度批发量算，吉利控股——大吉利超了上汽，名列第二，北汽超了广汽， 名列第八。 第二名，吉利控股，946627辆，同比增长31%。 第三名，上汽集团，94.5万辆，同比增长13.3%，终端交付超108万辆。 以上10家中国汽车集团，一季度批发量"七升三降"，奠定了中国汽车行业稳中有升的基调。 需要说明的是，吉利汽车是吉利汽车集团的简称，只是吉利控股集团的一个重要汽车主体。吉利控 股包含吉利汽车集团（含银河），极氪科技集团（含领克），莲花集团，沃尔沃汽车集团，极星集 团，远程新能源商用车，以及曹操出行、耀出行等出行公司。若按吉利控股集团的销量，吉利控股 可以排中国汽车集团第二。 按 ...