Core Viewpoint - BYD is expanding its shipping capacity to enhance its export capabilities and increase sales in overseas markets, which are expected to yield higher profit margins [1][2]. Group 1: Shipping Capacity Expansion - BYD has received its sixth transport ship, "Changsha," which can carry 9,200 vehicles, making it the largest in its fleet [1]. - The company also received another ship, "Xi'an," with the same capacity, which has already set sail for Europe [2]. - The total capacity of BYD's six roll-on/roll-off ships has reached 45,600 vehicles, with two additional ships expected to add 16,200 vehicles, bringing the total capacity to over 60,000 vehicles this year [2]. Group 2: Export Growth - From January to May this year, BYD exported a total of 374,200 vehicles, representing a year-on-year increase of 112% and accounting for 21.5% of its total deliveries [2]. - The export share has significantly increased from 10% in the same period last year, indicating a rapid growth in export speed [2]. - In April, BYD's electric vehicle sales in Europe surpassed those of Tesla for the first time, with sales reaching 13,000 units in May, contributing to an overall 85% year-on-year growth for Chinese automotive brands in Europe [3].

（文/观察者网 张家栋 编辑/高莘） 据市场研究公司Dataforce当地时间6月24日公布的数据显示，今年5月，中国汽车品牌在欧洲的销量同比 增长85%，超过6万辆。 在欧洲整体市场销量仅有111.6万辆，同比增幅1.3%的前提下，中国汽车制造商的强劲增长令其在欧洲 的市占率达到5.4%，创下历史最高纪录。据统计，这一数字在去年同期为3%，今年4月则为4.6%，市占 率的再度刷新，也证明中国汽车品牌在欧洲影响力的日益提升。 《欧洲汽车新闻》在相关报道中表示，中国汽车制造商的强势表现，抵消了欧洲品牌当月的疲软以及日 本和韩国汽车制造商的下滑。 曾一度因欧盟关税问题停止向欧洲出口的名爵品牌，则依旧凭借以燃油车为主的销量占比稳居欧洲销量 冠军宝座，今年前五个月销量共计12.6万辆，比亚迪和奇瑞则分别为5.4万辆和2.9万辆。 本文系观察者网独家稿件，未经授权，不得转载。 从销量统计来看，5月在欧销售的6万辆中国品牌汽车中，BEV销量增长31%，达到 1.7万辆；PHEV销量 增长874%，达到1.3万辆；全混合动力汽车（HEV）销量上涨991%，达到9560辆；汽油车增长20%，达 到1.7万辆。 从比例来看，中 ...

A股三大指数今日集体上涨，截至收盘，沪指涨1.03%，深成指涨1.72%，创业板指涨3.11%，北证50指数涨1.38%。全市场成交额 16394亿元，较上日放量1915亿元。全市场超3900只个股上涨。 板块题材上，大金融、军工、半导体板块领涨；油气开采、港口航运、影视院线、美容护理板块跌幅居前。 最强风口榜： NO.1 【新能源汽车】 板块内15家涨停，11只连板股，最高连板数为7天7板，涨停股代表：诺德股份、兴业股份。 盘面上，大金融板块全线爆发，汇金股份（300368）、国盛金控（002670）、南华期货（603093）等10余股涨停。军工板块表现强 势，北方长龙（301357）、中兵红箭（000519）、中天火箭（003009）等多股封板涨停。半导体板块午后震荡走强，台基股份 （300046）20cm涨停，灿芯股份、纳芯微、国民技术（300077）涨幅居前。油气开采板块延续调整，贝肯能源（002828）盘中跌 停。港口航运板块表现落后，宁波海运（600798）盘中跌停，南京港（002040）、凤凰航运（000520）、招商南油（601975）均有不 同程度下跌。 涨停天梯榜： 【7连板】 诺德股份（ ...

Group 1: EU Trade Measures - The EU is preparing to implement additional tariff countermeasures against the US, with a proposal to impose tariffs on $95 billion worth of US goods [5] - The EU aims to coordinate its stance internally before the July 9 deadline for US-EU trade negotiations [5] Group 2: China-UK Trade Dynamics - Chinese exports to the UK have significantly increased, reaching levels not seen in years, indicating a shift in trade routes to avoid US tariffs [6][7] - In April, the UK imported goods worth £6 billion (approximately $10.4 billion) from China, marking an 11% year-on-year increase [10] Group 3: Germany's Investment Plans - Germany's federal cabinet approved a budget draft proposing over €800 billion in debt over five years to boost public investment [11] - The planned federal investment for 2025 is €115.7 billion (approximately $171.8 billion), increasing to €123.6 billion in 2026 [12] Group 4: UK Industrial Strategy - The UK government announced a ten-year industrial strategy aimed at reducing energy costs and supporting key industries like advanced manufacturing and clean energy [16] - Starting in 2027, the "Industrial Competitiveness Plan" will provide significant electricity cost reductions for around 7,000 high-energy-consuming businesses [16] Group 5: AI and Technology Investments - SK Group and Amazon are investing approximately $5.1 billion to build Korea's largest AI data center [18] - Goldman Sachs has launched an AI assistant tool across the company to enhance productivity [22] Group 6: Semiconductor Industry Insights - The global semiconductor foundry market revenue reached $72.29 billion in Q1 2025, a 13% year-on-year increase, driven by demand for AI and HPC chips [40] - Meta's self-developed MTIA v2 chip is set to enter mass production by the end of the year, aimed at enhancing social media algorithms [41] Group 7: Robotics and Automation - Neura Robotics is seeking to raise up to €1 billion (approximately $1.16 billion) to launch humanoid robot products [25] - Nvidia is in talks with Foxconn to deploy humanoid robots in its Houston AI factory, marking a significant milestone in robotics application [33][34] Group 8: Rare Earth Exports - China's rare earth magnet exports fell to 1,238 tons in May, a 52.9% decrease from April, marking the lowest level in over five years [74][75] Group 9: Lithium Production Initiatives - Gradiant plans to build a lithium production facility in Pennsylvania's Marcellus Shale, utilizing a new extraction technology [78][80] - The facility aims to achieve over 95% lithium recovery and supply battery-grade lithium to manufacturers [80] Group 10: Automotive Developments - BYD's factory in Hungary is set to commence production this year, with plans to introduce its Tengshi and Yangwang brands to the European market [55][56] - Xiaomi's YU7 is nearing large-scale production, with initial units already being dispatched to various stores [57]

华夏时报记者 黄敏璇 胡梦然 深圳报道 值得一提的是，承泰科技业务与新能源汽车龙头比亚迪（002594）深度绑定，公司2024年逾九成收入来 自比亚迪。受益于国内新能源汽车产业的高速发展，承泰科技过去三年收入增长迅猛，但净利润仍处于 亏损状态。2022年至2024年，公司收入分别为0.58亿元、1.57亿元、3.48亿元；净亏损分别录得7917万 元、9660万元、2177万元。 与此同时，承泰科技还面临行业日益加剧的降价压力。研报显示车载毫米波雷达单价年降幅超10%，承 泰科技的毫米波雷达平均售价也由2022年的每件249元下降至2024年的每件184元。 "毫米波雷达价格下滑主要受技术进步和国产突破两大因素影响。未来从整体趋势来看，价格降幅有望 收窄但持续下行，不过高端产品仍保持溢价。"深度科技研究院院长张孝荣接受《华夏时报》记者采访 时表示。 针对公司产品价格压力、客户依赖和出海计划等问题，本报记者致函承泰科技，但截至发稿尚未收到回 复。 深度绑定比亚迪，价格压力或将加剧 毫米波雷达是汽车智能驾驶的核心部件。招股书显示，承泰科技主要生产前向雷达和角雷达，其中前向 雷达收入占比63.9%，角雷达收入占比3 ...

出乎意料的是，在统计的30款新车里，有14款车在3个月甚至更短的时间内，便迸发了极大的潜力，发挥出了超预期的表现。 | 年型 | 指导价(万元) | 上市时间 | 3月零售数据 | 4月零售数据 | 5月零售数据 | 各注 | | --- | --- | --- | --- | --- | --- | --- | | 腾势N9 | 38.98-44.98 | 3月 | 1708 | 5018 | 4617 | 第一阶段的月销量目标是3000辆,第二阶段要达到5000辆 | | 间界M8 | 35. 98-44. 98 | 4月 | ー | 1883 | 12116 | 6月交付目标2-3万辆 | | 零跑B10 | 9.98-12.98 | 4月 | 3298 | 0 | 10105 | 目标月销过万,内部目标月销1.5-2万辆 | | 哈弗枭龙MAX | 13. 18-16. 98 | 4月 | - | 4069 | 8168 | 定位是成为新能源SUV市场中的哈弗H6 | | 启源Q07 | 12.98-17.18 | 4月 | - | 3119 | 8081 | 启源品牌2026年实现60万辆 | | ...

随着新能源汽车市场渗透率的不断提升，在当前快充、超充技术涌现的热潮中，电网承载压力与资源均 衡配置等挑战变得更加突出。中国电动汽车百人会副秘书长师建华认为，随着新能源汽车保有量的增 加，大规模无序充电可能对电网安全稳定运行带来冲击，因而推动充电设施的智能化、有序化发展，实 现与电网的良性互动，甚至参与电网的调峰调频是未来的必然趋势。 在车网互动模式下，作为移动储能单元，新能源汽车借助充换电设施与电网互联互通。在用电低谷时， 车辆可进行充电；在用电高峰时，则将储存的电能反向输送给电网，缓解用电压力。通过车网互动，车 主在通过电力差价实现盈利的同时，客观上还能调节电网负荷，助力削峰填谷。 自去年年初，国家发展改革委、工业和信息化部、国家能源局、市场监管总局4部门联合印发《关于加 强新能源汽车与电网融合互动的实施意见》后，各地方政府及企业积极响应，在技术突破、应用场景拓 展、商业模式探索等多维度发力，车网互动、虚拟电厂、微电网等概念持续火热，成为能源领域与资本 市场关注的焦点。 今年3月底，国家发展改革委、工业和信息化部、国家能源局、市场监管总局公布了我国首批9个车网互 动规模化应用试点城市和30个试点项目。这9座 ...

恒指高开0.62%，报24327.82点；恒生科技指数涨0.90%。比亚迪股份、阿里巴巴等涨超2%。国泰君安 国际涨超14%，此前正式获批提供加密货币等虚拟资产交易服务。曹操出行、香江电器上市首日分别跌 超19%、7%。 ...

Group 1 - The China Strategic Emerging Industries Index (new emerging index, 000171) rose by 1.66% to 1188.03 points, with a trading volume of 110.449 billion yuan [1] - Over the past month, the index increased by 1.27%, while it decreased by 3.76% over the past three months and has fallen by 1.33% year-to-date [1] - The index includes 100 representative listed companies from sectors such as energy conservation and environmental protection, new generation information technology, biotechnology, high-end equipment manufacturing, new energy, new materials, new energy vehicles, digital creativity, and high-tech services [1] Group 2 - The top ten holdings in the index are BYD (8.72%), Dongfang Wealth (8.59%), Hengrui Medicine (5.81%), Zhongji Xuchuang (3.47%), Xinyi Sheng (3.3%), Haiguang Information (3.18%), Luxshare Precision (3.15%), WuXi AppTec (3.13%), Huichuan Technology (3.01%), and Northern Huachuang (2.61%) [1] - The market capitalization distribution of the index shows that 61.12% of the holdings are listed on the Shenzhen Stock Exchange, while 38.88% are on the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index includes Information Technology (33.01%), Healthcare (15.20%), Communication Services (12.90%), Industry (12.37%), Consumer Discretionary (11.33%), Financials (9.11%), Materials (5.16%), Utilities (0.38%), Consumer Staples (0.31%), and Energy (0.24%) [2] - The index samples are adjusted biannually, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking the new emerging index include Huaxia Strategic Emerging Index ETF Link A, Huaxia Strategic Emerging Index ETF Link C, and Huaxia Strategic Emerging Index ETF [2]

Core Viewpoint - The article discusses the upcoming "2025 Liquid Cooling Industry Innovation and Application Forum" organized by DT New Materials, highlighting its significance in the liquid cooling technology sector and the participation of various industry leaders [3][10]. Event Details - The forum will take place from July 3 to July 5, 2025, in Dongguan, Guangdong [3][10]. - Over 300 industry professionals are expected to attend, with activities including product displays and report exchanges [3]. Agenda Overview - The event will feature a detailed agenda, including registration, opening activities, keynote speeches, and specialized reports on liquid cooling technologies [4][11]. - Notable topics include future technology trends in liquid cooling, applications of liquid cooling plates for high-power IGBT/SiC chips, and innovations in liquid cooling solutions for data centers [13][20]. Accommodation and Transportation - Various hotel options are available near the venue, with prices ranging from 180 to 350 RMB per night [6][8]. - Transportation details from major airports and train stations to the venue are provided, including estimated costs and travel times [9]. Registration and Fees - Registration fees are set at 2800 RMB for regular attendees and 1200 RMB for students, with on-site fees being slightly higher [32][33]. - Payment methods include bank transfer and Alipay, with specific instructions for registration completion [33].