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汽车早餐 | 赛力斯汽车完成50亿元战略增资;广州市“久摇不中”直接领取号牌;6月前三周全国乘用车零售同比增长24%
Domestic News - China and Hungary signed a cooperation document to enhance collaboration in the automotive industry, focusing on autonomous driving technology and charging infrastructure [2] - Beijing will allocate 10,000 oil vehicle quotas for the car license plate lottery on June 26, with a total of 2,563,334 valid applications for family cars and 2,568,088 for personal cars [3] - Guangzhou implemented a policy allowing applicants who have not won the lottery for a long time to directly receive license plates, aiming to ease car purchase restrictions [4] - From June 1 to June 22, the national retail sales of passenger cars reached 1.269 million units, a year-on-year increase of 24%, with new energy vehicles accounting for 690,000 units sold [5] International News - In May, European car sales reached 1.11 million units, showing a year-on-year growth of 1.9%, while Tesla's new car registrations in the EU fell by 40.5% [6] Corporate News - Bosch plans to invest over €2.5 billion in artificial intelligence by the end of 2027 [9] - Nissan expects an operating loss of ¥200 billion (approximately RMB 9.9 billion) for Q2 2025, following a significant restructuring plan [10] - GAC Group applied for a patent to improve vehicle communication stability with parking lots [11] - Seres Automotive completed a strategic capital increase of RMB 5 billion, bringing in strategic investors without affecting its status as a subsidiary [12] - XPeng Motors aims for half of its sales to come from overseas markets by 2027, planning to enter over 60 countries [13] - Tesla's first grid-side energy storage project in mainland China is expected to be operational this year, with a storage capacity of 300 MWh [14] - Four-dimensional Map's SoC chip shipments have reached 90 million units, with MCU chip shipments exceeding 70 million units [15]
《长安的荔枝》撤档;张雪峰回应AI抢饭碗:非常难;英特尔回应将关停汽车业务;黄仁勋称机器人是AI之后最大机遇丨邦早报
创业邦· 2025-06-25 23:54
【张雪峰回应 AI 抢饭碗:非常难】 近日,在一场直播中,网红教育博主张雪峰被问及 AI 是否会取 代其职业咨询工作时表示,这种情况 " 很难,非常难 " 。尽管当前 AI 志愿填报工具已较为常见,但 因算法不透明、数据局限等问题,用户对其信任度有限。张雪峰认为,家长在高考志愿选择上不仅需 要信息,更依赖经验与人性化的判断。他的自信来源于能够帮助学生 " 明确需求 " ,这是 AI 目前难 以替代的核心价值。( Do N ews ) 【英特尔将关停汽车业务?回应:逐步收缩,将确保客户顺利过渡】 据外媒报道,英特尔将关闭其小 型汽车业务,并解雇该领域的大多数员工,这是其大幅裁员的最新举措。据悉,目前有 5000 万辆汽 车使用英特尔处理器。目前,英特尔方面已向 记者 确认了调整一事,并回应称: "正如此前宣布 的,我们正在重新聚焦战略重心,强化核心客户端与数据中心产品组合和业务,以满足客户的需求。 作为这项计划的一部分,我们决定逐步收缩客户端计算事业部旗下的汽车业务。"伴随汽车业务的收 缩,英特尔汽车客户的业务会受到影响吗?英特尔方面就此回应称:"在这一过程中,我们将确保客 户的顺利过渡"。(新浪科技) 【多个 ...
赛力斯引入50亿战略投资,问界剑指三年内百万辆
Jing Ji Guan Cha Wang· 2025-06-25 12:08
Core Viewpoint - The introduction of 5 billion yuan in strategic investments by Seres Group's subsidiary, Seres Automotive, aims to strengthen its capital structure and support its ambitious production goals, despite facing competitive pressures in the automotive market [2][3][5]. Group 1: Investment and Financial Structure - Seres Automotive has successfully raised 5 billion yuan from nine strategic investors, increasing its registered capital to 10.637 billion yuan [2]. - The capital increase is intended to enhance Seres Automotive's capital strength and reduce its debt-to-asset ratio, which stood at 76.83% as of Q1 2025, above the industry average [3]. - The company reported a net cash outflow of 7.6 billion yuan in Q1 2025, indicating significant short-term repayment pressure, which the new funding could alleviate [3]. Group 2: Production Capacity and Goals - The capital injection is also aimed at expanding production capacity, with Seres Group targeting an annual production and sales volume of one million units for its "Wenjie" brand within three years [3][4]. - The company has three factories with a total designed annual capacity of 600,000 vehicles, and the utilization rate of its facilities reached 98.93% in the first nine months of 2024 [3]. Group 3: Strategic Partnerships and Market Position - The new investors include major state-owned banks and industry funds, which are expected to enhance supply chain collaboration and resource integration for Seres Automotive [4]. - The partnership with state-owned entities may improve the valuation of Seres' upcoming Hong Kong IPO, which was initiated on April 28, 2024 [4]. - Despite the positive developments, Seres Group faced a 22.92% year-on-year decline in sales, totaling 108,800 vehicles from January to May 2025, and its R&D expenditure as a percentage of revenue fell to 3.2%, below the industry average of 5%-8% [5].
靠县城中产,零跑能迈过50万生死线吗?
3 6 Ke· 2025-06-25 10:33
零跑的领跑会是昙花一现吗? 曾经摸着理想过河的零跑,今年3月到5月,连续三个月成为新势力销冠,压理想一头。在6月前三周的 销量排名中,零跑稳坐前两名的位置,与身后的理想拉出小幅差距。 从杂牌车,到"平替版理想",再到如今爆款黑马,零跑也开始迈向更高目标。2024年底,零跑汽车创始 人朱江明在接受采访时提出,2025年的销量目标是50万-60万辆,六年后的年销量目标要提升至400万 辆。 过去这半年,零跑汽车开始在全球范围内疯狂铺店,销售门店已经从2024年底的800家门店提升至2025 年6月的1500家,短短半年的时间新增了700家门店。这个数据远超理想的506家、小鹏的690家。同时随 着与Stellantis集团的合作,零跑也开始跑步出海。 得益于终端销售门店的快速增长,零跑汽车的交付量也在明显上升。 今年一季度,零跑的交付量为8.76万台,还稍微落后于理想的9.29万台和小鹏9.4万台。 4月和5月,零跑交付量分别为4.1万台和4.5万台,超过理想的3.4万和4.08万台,以及小鹏的3.5万台和3.3 万台。 「核心提示」 造车新势力们激烈竞争,格局瞬息万变,理想曾经凭借精准的用户定位登上铁王座,小鹏 ...
赛力斯赴港IPO前再冲刺,国家队领投50亿“豪华加油包”到账!
Sou Hu Cai Jing· 2025-06-25 09:59
Core Viewpoint - The essence of "new luxury" is a systematic construction that requires time to settle, as demonstrated by Seres Group's strategic financing and global ambitions in the electric vehicle market [2][3]. Financing and Capital Structure - Seres Group's subsidiary, Seres Automotive, completed a strategic financing round of 5 billion RMB, attracting nine major strategic investors, including ICBC Financial and CCB Financial [2][4]. - After this financing, Seres Automotive's registered capital increased to 10.637 billion RMB, which is crucial for reducing debt ratios and enhancing capital strength ahead of its Hong Kong IPO [5]. - The financing reflects a highly structured approach, with state and industrial capital as the main contributors, highlighting the strategic value of integrating digital economy and smart manufacturing [4]. Strategic Development and Globalization - The financing is part of Seres Group's broader strategy to build a "technology-brand-manufacturing-capital" triangle, aiming for a qualitative leap in the global market amidst fierce competition [3][6]. - Seres has successfully entered over 70 countries and regions, with cumulative exports exceeding 550,000 units, indicating its growing global footprint [15]. Technological Advancements and Manufacturing - Seres has made significant investments in R&D, with a 60% increase in spending to 7.053 billion RMB in 2024, establishing a comprehensive technological capability [11]. - The company’s "super factory" utilizes advanced automation, achieving over 3,000 robots in collaboration and 100% automation in key processes, positioning it ahead of competitors like Tesla [10]. Market Position and Profitability - In 2024, Seres reported revenue of 145.18 billion RMB and a net profit of 5.946 billion RMB, making it the fourth profitable new energy vehicle company globally [11]. - The company has redefined luxury by emphasizing safety, integrating advanced safety features into its vehicles, which has resonated well with consumers, as evidenced by high order volumes for its models [12]. Future Outlook and IPO Significance - The upcoming Hong Kong IPO is seen as a catalyst for Seres' global strategy, enabling further capital access and supporting overseas factory construction [13][15]. - The company's long-term vision focuses on sustainable methodologies in global competition, emphasizing innovation and user experience as core principles [7][15].
提振消费再出政策利好!大消费反攻,消费龙头ETF午后翻红!布局时机已至?
Sou Hu Cai Jing· 2025-06-25 06:46
成份股方面,机械、商贸零售、消费者服务等细分行业涨幅居前,截至发稿,石头科技、重庆百货双双大涨超5%,首旅酒店涨超3%,珀莱雅、华图山鼎、 双环传动等多股涨超2%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 | | 周 月 更多 | | | | F9 盘前盘后 叠加 九转 | 画线 丁具 | (?) 1 (2) | | 消费龙头 ETFO | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.753 | | | | | 516130[消费龙头ETF] 14:24 价 0.749 涨跌 0.006(0.81%) 均价 0.745 成交量 0 IOPV 0.7482 | | | | | 2025/06/25 | | | | | | | | | | | | | | | | | SSE CNY 14:24:38 交易中 | | | 0.750 | | | | | | | | | | 0.90% | | 净值走势 | रून | | 0.746 | | | | | ...
赛力斯取得水箱安装框架相关专利,降低OLC值以满足C-NCAP要求
Jin Rong Jie· 2025-06-25 00:36
金融界2025年6月25日消息,国家知识产权局信息显示,赛力斯汽车有限公司取得一项名为"水箱安装框 架、白车身及汽车"的专利,授权公告号CN223014737U,申请日期为2024年09月。 天眼查资料显示,赛力斯汽车有限公司,成立于2012年,位于重庆市,是一家以从事汽车制造业为主的 企业。企业注册资本1030528.0001万人民币。通过天眼查大数据分析,赛力斯汽车有限公司共对外投资 了9家企业,参与招投标项目26次,财产线索方面有商标信息512条,专利信息3069条,此外企业还拥有 行政许可126个。 专利摘要显示,本申请涉及水箱安装框架、白车身及汽车,水箱安装框架包括上横梁、上边梁以及调节 梁;上边梁与上横梁间隔设置;调节梁一端与上横梁连接,另一端与上边梁连接,调节梁内部设置有封 闭腔室。调节梁的内部设置有封闭腔室,封闭腔室的设置增加了调节梁的强度,碰撞时,封闭腔室的设 置便于调节梁吸收碰撞产生的能量,相当于增加了前悬长度,从而降低OLC值,以满足目前C-NCAP要 求。相对于通过增加前舱吸能空间来达到增加吸能以及通过增加shotgun来达到增加吸能来说,本申请 通过调节梁的设置不需要改变前副车架、前 ...
“AI新动能”成为关注焦点(锐财经)
6月24日,第十六届夏季达沃斯论坛在国家会展中心(天津)拉开帷幕。来自90多个国家和地区的1700 余名代表参会,人数创近年新高。记者在采访中发现,中外嘉宾普遍较为关注人工智能(AI)发展情 况以及在各领域的应用潜力。多位企业家表示,凭借庞大的国内市场、有力的政策支持、旺盛的创新活 力,中国在人工智能领域取得了令人瞩目的进展。这不仅为中国经济带来了新增长点,更有望为世界经 济发展注入新动能。 改变生产生活方式 在会议现场,帕西尼感知科技(深圳)有限公司带来的一款"灵巧手",4根手指可以完成人类90%以上 的手部动作,吸引不少人驻足观看。"这是全球首款'多维触觉+AI视觉'双模态机器人末端,能够实现多 维阵列力感知及材质、温度、纹理等15种物理属性实时解析。"公司创始人许晋诚说。 催生广阔市场商机 不少与会嘉宾认为,人工智能在便利生产生活的同时,还将催生出一系列新需求、新商机,并为中小企 业数字化转型打开空间。 国家电网有限公司总经理庞骁刚说,新能源发电具有间歇性强、波动性大等特点。国家电网研发了高比 例新能源电网的运行控制系统,突破全域协同的故障防御技术,能够保障超大规模新能源接入大电网。 "通过APP、网页 ...
AI发展获嘉宾关注,亚洲贡献受世界重视,夏季达沃斯论坛热议“中国机遇”
Huan Qiu Shi Bao· 2025-06-24 22:42
【环球时报赴天津特派记者 马晶晶 尹野平 环球时报记者 肖震冬】世界经济论坛第十六届新领军者年会(又称"夏季达沃斯论坛")24日在天津开 启首日活动。此次年会议程将围绕五大主题支柱展开,包括"解读全球经济""中国展望""巨变中的产业""投资人类与地球"以及"新能源与材料"。本 届论坛预计将汇集来自90多个国家和地区的超1800名参会者,人数创下历年之最。值得一提的是,新加坡亚洲新闻台24日报道关注到,约有120名 来自中东和北非地区的代表出席此次活动,较去年人数翻倍。 首日活动聚焦 AI 与新能源 首日多场活动聚焦人工智能(AI)、新能源以及气候话题。例如,"AI+时代"讨论当前AI技术的普及态势及其应用差异对商业合作的影响;"社交 机器人与我"探讨在AI技术推动社交机器人飞速发展的同时,如何应对人机关系中涌现的挑战、机遇与伦理考量。此外,还有诸多论坛关注能源转 型前景、政府与企业应对气候变化的承诺所发生的转变,以及这种转变对那些已为未来绿色增长做好准备的行业的影响。 世界经济论坛执行董事米雷克·杜塞克表示,今年参会人数的增长部分源于经济关系地理格局的变化——亚洲正为全球增长作出重要贡献,"全球 60%的GD ...
赛力斯汽车完成50亿融资:工银金融加持 集团正冲刺港股IPO
Sou Hu Cai Jing· 2025-06-24 12:45
雷递网 雷建平 6月24日 赛力斯集团股份有限公司(证券代码:601127,证券简称:赛力斯)今日发布公告,称截至本公告披露日,赛力斯汽车已完成战略投资者引入,并于2025 年6月23日完成注册资本变更登记。 本次增资后,公司仍为赛力斯汽车控股股东,并实际控制赛力斯汽车。 工银金融与交银金融分别投资10亿 赛力斯汽车此次引入的战略投资者工银金融资产投资有限公司、交银金融资产投资有限公司、农银金融资产投资有限公司、深圳市鑫麦穗投资管理有限公 司、建投投资有限责任公司、北京中移数字新经济产业基金合伙企业(有限合伙)、上海中移数字转型产业私募基金合伙企业(有限合伙)、宝武绿碳私 募投资基金(上海)合伙企业(有限合伙)及北京光曜致新汇京股权投资基金合伙企业(有限合伙),该等投资者分别向赛力斯汽车投资10亿元、10亿 元、5亿元、5亿元、2 亿元、6亿元、2亿元、5亿元、5亿元,合计50亿元。 截至本公告日,赛力斯汽车已收到本次增资的投资款,并于2025年6 月23日完成了本次增资的工商变更登记手续,取得了由重庆两江新区市场监督管理局 换发的《营业执照》。 赛力斯集团放弃本次增资的优先认购权。 增资完成后,赛力斯汽车仍 ...