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“革命正发生!日印汽车不再独霸斯里兰卡,中国车来了”
Guan Cha Zhe Wang· 2025-06-24 03:29
Core Viewpoint - The entry of Chinese automotive brands such as BYD, SAIC-GM-Wuling, and BAW into Sri Lanka is transforming the local automotive market, which has been dominated by Japanese and Indian brands for decades. The demand for electric vehicles (EVs) is rapidly increasing following the lifting of the import ban by the Sri Lankan government, with projections indicating that 30-40% of vehicles on the road could be electric within five years, with over half potentially being Chinese EVs [1][9]. Market Growth Potential - Sri Lanka has limited domestic automotive manufacturing capabilities and has historically relied on imports. The country’s vehicle imports were halted in 2020 due to an economic crisis, but the ban was lifted in February 2025, leading to a surge in imports. In April 2025, the import value of passenger vehicles rose from $3 million in January to $107 million, accounting for 6.4% of the total imports for that month [2][5]. Consumer Preferences and Economic Factors - The shift from gasoline vehicles to electric vehicles is driven by consumers' experiences during the economic crisis, which included fuel shortages and high fuel prices. Although the initial cost of electric vehicles is higher, the long-term economic benefits are appealing to consumers burdened by fuel expenses. For instance, a local resident noted that despite the higher price of an electric vehicle compared to a mid-range Japanese car, it is viewed as a more practical and economical long-term choice [5][6]. Competitive Advantages of Chinese Brands - Chinese automotive brands are gaining traction due to their strong local partnerships and comprehensive after-sales service networks. Brands like BYD, Wuling, and BAW offer warranties of up to eight years and have established efficient maintenance and parts supply systems, which many international brands lack. For example, Tesla has not set up an official dealership in Sri Lanka, while BYD registered 799 vehicles in May, second only to Toyota's 1,345 [6][8]. Future Projections - If current trends continue, it is anticipated that Chinese electric vehicle brands may consider local assembly in Sri Lanka. The shift to electric vehicles is expected to benefit the country economically, as Sri Lanka spends approximately $4.5 billion annually on fossil fuel imports, with 25% allocated to passenger vehicles. BYD is projected to import 2,600 vehicles this year, with an additional 2,700 expected in July [8][9].
引爆下一次汽车革命?固态电池离我们还有多远
3 6 Ke· 2025-06-24 03:07
我们目前使用的锂电池,就像一个微型的"游泳池"。这个池子里有四个核心角色: 6月以来,新能源汽车圈因"固态电池"而再次沸腾。先是小米汽车宣布其获得了固态电池相关专利,紧接着行业龙头比亚迪也被传闻将在新款旗舰车型中 率先搭载固态电池。尽管这些消息大多仍处于"传闻"或"远期规划"阶段,但资本市场的热烈反应和公众的广泛关注,足以证明这项技术承载了多么巨大的 期待。 我们经常听到固态电池将带来"1000公里续航"、"10分钟充满"等颠覆性的宣传。但它究竟是什么?为什么它被誉为下一代电池技术的"圣杯"?要理解这一 切,我们得先从我们手机和电动车里最常见的锂电池说起。 正极(Positive Electrode):锂离子的"度假村"。充电时,锂离子们都得离开这里。 这个"游泳池"模型虽然很成功,并支撑起了整个消费电子和新能源汽车的时代,但它的先天缺陷也越来越明显。 最大的问题在于电解液。这种有机液体是高度易燃的,就像汽油一样。而隔膜只是一层薄薄的塑料,如果因为碰撞、穿刺或者电池过热导致隔膜破损,正 负极就会直接接触,引发剧烈的化学反应和瞬间短路,我们称之为"热失控"。这会导致电解液燃烧,电池起火甚至爆炸。近年来频发的新能 ...
张一鸣首次问鼎首富,梁文锋跻身前十!最新榜单来了
中国基金报· 2025-06-24 02:48
【导读】今年上榜的 500 位企业家(或家族)总持股市值为 13.7 万亿元 AI 主导十强 张一鸣首次登顶,梁文锋跻身前十 见习记者 庄佳 《 2025 新财富 500 富人榜》今天发布,这也是《新财富》杂志第 23 次发布 500 创富 榜。 今年上榜的 500 位企业家(或家族)总持股市值为 13.7 万亿元,同比上涨 11% ;平均持 股市值为 273.8 亿元,上榜门槛为 66.2 亿元,持股市值超百亿元的企业家有 341 位。 2025 年, 42 岁的张一鸣以 4815.7 亿元持股估值首次问鼎首富,而 7 年前他首次上榜时 的身家为 120 亿元。 | 2025 2024 | | 姓名 | 主要公司 | 公司总部 | 年龄 | 2025 特股 | 2024持股 | 财富 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名次 名次 | | | | | | 市值(亿元) 市值(亿元) | | 涨幅 | | – | | 张一鸣 | 字节跳动 | 北京 | 42 | 4815.7 | 3402 | 42% | | വ | 1 | ...
特斯拉Robotaxi如期落地,浙江世宝、佑驾创新大涨,港股通汽车ETF(159323)涨超3%
Mei Ri Jing Ji Xin Wen· 2025-06-24 02:17
Group 1 - The core viewpoint of the news highlights the significant rise in Hong Kong's stock market, particularly in the smart driving sector, with the Hong Kong Stock Connect Automotive ETF (159323) experiencing a surge of over 3% [1] - The ETF's holdings include leading companies in the smart driving space, such as Zhejiang Shibao, Youjia Innovation, Zhixing Technology, Horizon Robotics, Li Auto, and Xpeng Motors, with Zhejiang Shibao seeing a rise of over 25% [1] - Tesla's Robotaxi service launched in Austin on June 22, 2025, with an initial fleet of 10 to 20 modified Model Y vehicles, priced at $4.2 per ride, indicating a move towards autonomous ride-hailing services [1] Group 2 - Jianghai Securities anticipates that Robotaxi will achieve large-scale commercialization by 2026, projecting a domestic market size of nearly 500 billion yuan [1] - The report suggests focusing on leading Robotaxi companies such as WeRide and Pony.ai, as well as key components related to Robotaxi, including companies like Jingwei Hirain, Nexperia, Bertel, Hesai Technology, and Zhejiang Shibao [1] - The Hong Kong Stock Connect Automotive ETF (159323) is heavily focused on the passenger vehicle sector, with leading weights in BYD (15.09%), Xpeng Motors (14.81%), Li Auto (14.03%), and Geely (10.53%), collectively accounting for 54.46% of the index [2]
29股获融资客大手笔净买入
截至6月23日,市场融资余额合计1.81万亿元,较前一交易日增加42.24亿元,其中,沪市融资余额 9130.51亿元,较前一交易日增加19.98亿元;深市融资余额8866.54亿元,较前一交易日增加21.24亿元; 北交所融资余额54.67亿元,较前一交易日增加1.02亿元。 证券时报·数据宝统计显示,具体到个股,6月23日共有1984只股获融资净买入,净买入金额在千万元以 上的有373只,其中29只融资净买入额超5000万元。四方精创融资净买入额居首,当日净买入4.10亿 元,其次是恒宝股份、招商南油,融资净买入金额分别为2.21亿元、1.28亿元,融资净买入金额居前的 还有新国都、三花智控、比亚迪等。 分行业统计,获融资客净买入超5000万元个股中,计算机、银行、医药生物等行业最为集中,分别有5 只、4只、3只个股上榜。板块分布上,大手笔净买入个股中,主板有19只,创业板有8只,科创板有2 只。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 融资客大手笔净买入个股中,从最新融资余额占流通市值比例看,算术平均值为4.28%,融资余额占比 最高的是西藏天路,该股最新融资余额10.93亿元,占 ...
2025年中国车载无线终端行业市场规模、企业分析及发展趋势研判:智能网联汽车普及程度提高,推动车载无线终端需求上涨[图]
Chan Ye Xin Xi Wang· 2025-06-24 01:20
Core Viewpoint - The automotive industry is rapidly evolving, particularly with the rise of intelligent connected vehicles, making the vehicle-mounted wireless terminal (T-Box) a new focal point in the sector. The development of communication and network technologies is enhancing the level of intelligence in vehicles, leading to an upgrade of T-Box systems. Consumer demand for smart vehicle features is increasing, prompting suppliers to introduce unique T-Box solutions to capture market share. The market size of China's vehicle-mounted wireless terminal industry is projected to grow from 2.553 billion yuan in 2018 to 3.826 billion yuan by 2024 [1][12]. Industry Overview - The vehicle-mounted wireless terminal (T-Box) is a communication device designed specifically for vehicles, integrating wireless communication modules (such as 4G, 5G, WIFI, Bluetooth), GPS positioning systems, sensors, and data processing units. Its primary functions include real-time data collection and processing of various vehicle operation metrics, remote monitoring, and providing intelligent services such as vehicle tracking and remote control [3][5]. - The T-Box plays a crucial role in the Internet of Vehicles (IoV) and is foundational for the application of autonomous driving, intelligent transportation, and IoT in the automotive sector [3][5]. Industry Development Status - The T-Box has become an indispensable part of modern vehicles, significantly enhancing safety, convenience, and comfort while driving the digital transformation of the automotive industry. The Chinese government has introduced several policies to promote the development of vehicle-mounted wireless terminals, focusing on improving the reliability of key components [5][7]. - The market size of the vehicle-mounted wireless terminal industry in China is expected to increase from 2.553 billion yuan in 2018 to 3.826 billion yuan by 2024, reflecting a growing demand for smart vehicle functionalities [12][14]. Competitive Landscape - The domestic vehicle-mounted wireless terminal market is relatively fragmented, with an increasing presence of domestic manufacturers gaining market share. Key players include companies like Huizhou Desay SV Automotive Electronics Co., Ltd., Shenzhen Suoling Industrial Co., Ltd., and Hangzhou Hongquan Internet of Things Technology Co., Ltd. [14][16]. Industry Trends - Continuous innovation and upgrades in technology are expected, with the widespread adoption of 5G enhancing data transmission capabilities for applications requiring high bandwidth and low latency. The integration of AI and big data technologies will enable intelligent diagnostics and personalized travel services [20][21]. - Future T-Box systems will likely integrate more functionalities into single chips, reducing size and power consumption while enhancing system stability. The connection between T-Box and cloud services will become tighter, facilitating data storage, analysis, and processing for remote monitoring and software upgrades [21][22].
汽车早报|小米YU7将于6月26日发布 比亚迪回应“固态电池将搭载海豹车型”等传闻
Xin Lang Cai Jing· 2025-06-24 00:40
全国工商联汽车经销商商会:呼吁汽车生产厂家优化返利政策缩短返利兑现账期 6月23日,全国工商联汽车经销商商会发布关于呼吁汽车生产厂家优化返利政策缩短返利兑现账期的倡 议:一是设置明确清晰的返利政策。简化返利设置,明确返利标准,杜绝模糊返利。特别是生产厂家为 弥补经销商因价格倒挂等原因造成的亏损而给予经销商的各类名义的非固定返利,应根据市场客观情 况,让经销商做到有预期、有相对清晰的计算标准。二是缩短返利兑现账期。调研的汽车品牌中已有18 个品牌的返利兑现账期达到了30天以内,充分体现了这些品牌的社会责任和品牌形象。鉴于返利对于经 销商的重要意义,呼吁所有品牌都将返利兑现账期调整为不超过30天。三是不再对返利兑现和返利使用 设置过多限制条件。调研的汽车品牌中有9个品牌将返利以现金形式直接返给经销商,并且经销商可自 由支配使用,呼吁所有品牌都将返利以现金形式返给经销商,并确保经销商可自由支配使用。同时,不 要对返利兑现设置过于苛刻的考核条件。 众泰汽车6月23日在互动平台表示,公司将继续与二股东浙商银行协商其解除对公司破产专户股票和现 金的冻结。目前公司相关信用体系尚未恢复,开展融资工作难度较大,盘活现有资产和资 ...
8点1氪:特朗普称以伊同意全面停火,伊朗已接受美停火方案;奈雪被曝喝出青蛙,市场监督管理局介入;何猷君收购王思聪创业公司
36氪· 2025-06-24 00:10
特朗普称以伊同意全面停火, 伊朗官员表示已接受美停火方案。 整理 |袁思 点击上方【36氪随声听】,一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟! 文远知行 6月23日,据知情人士透露,自动驾驶科技公司文远知行已秘密提交香港上市申请。(界面新闻) 特朗普称以伊同意全面停火,伊朗官员表示已接受美停火方案 当地时间6月23日,美国总统特朗普在其社交媒体平台"真实社交"上发文表示,以色列和伊朗已同意全面停火。特朗普发文时间 为美国东部时间23日18时,特朗普称,双方停火将于大约6小时后开始,也就是美国东部时间24日零时。停火协议涉及两个12 小时的停火期,伊朗将启动首个12小时停火,以色列将随后进行第二个12小时停火,24小时后,战争将正式宣布结束。 此后,央视记者当地时间6月23日获悉,伊朗已接受美国提出的与以色列停火方案。伊朗官员向路透社证实了这一消息。此 外,伊朗23日袭击美国在卡塔尔的空军基地后,美国总统特朗普和副总统万斯与卡塔尔埃米尔(国家元首)讨论了以色列和伊 朗的停火提案。据悉,特朗普告诉卡塔尔埃米尔(国家元首)称,以色列已同意停火,并请求卡塔尔帮助说服伊朗也同意停 火。(央视新 ...
新车看点丨走向比亚迪腹地,银河A7正式发布
Guan Cha Zhe Wang· 2025-06-23 23:17
(文/观察者网 张家栋 编辑/高莘) 6月19日,吉利银河系列迎来新轿车银河A7的全球首发。该车型作为基于GEA新能源架构打造的全新车 型,首发搭载了吉利最新的雷神AI电混2.0系统、银河Flyme Auto智能座舱等核心配置。 自从吉利银河正式升级至独立品牌以来,其在产品的市场定位层面也日益明确。 无论是5月上市的迎合星耀8,将中大型混动轿车的价格进一步下探,还是最新发布的银河A7,吉利希 望银河品牌通过纯电与电混技术打造出对标原有燃油车谱系的愿景日渐清晰。 但可以肯定的是,想要从比亚迪的强势基盘中抢夺市场份额,银河A7需要的不仅是差异化的塑造能 力,更关键的是,通过价格优势树立品牌形象的比亚迪"双子星",还将在银河A7公布售价后,在市场 层面不断考验银河的成本管控能力。 新品详情: 文中图片均来自吉利银河 从银河自身的产品线来看,银河A7的定位为B级车,介于星耀8与银河L6之间,新车的推出也进一步填 补了银河轿车序列的细分市场。 值得一提的是,目前,银河L6指导价为7.98万—10.68万元,而星耀8指导价为12.58万—16.58万元,如 果按照填补细分市场的战略角度来看,银河A7的主销产品定价,应当在 ...
陆家嘴财经早餐2025年6月24日星期二
Wind万得· 2025-06-23 22:35
1 、 周一 A 股震荡上行,跨境支付概念股爆发,中东局势刺激油气、海运股走强。银行股探底回升,工商银行、建设银行、农业银 行、邮储银行等续创新高。 上证指数收盘涨 0.65% 报 3381.58 点,深证成指涨 0.43% ,创业板指涨 0.39% ,市场成交额 1.15 万亿 元。 2 、 恒生指数收盘涨 0.67% 报 23689.13 点,恒生科技指数涨 1.05% ,恒生国企指数涨 0.82% 。 南向资金净买入 78.95 亿港元, 美团获净买入 15.15 亿港元,阿里巴巴遭净卖出 12.86 亿港元。半导体板块集体走高。药捷安康、佰泽医疗上市首日分别涨超 78% 、 42% 。 1 、 伊朗宣布对美军驻卡塔尔乌代德空军基地实施导弹打击。 美国官员称,没有美方人员伤亡报告。除卡塔尔外,"没有记录到伊朗对 其他国家的美军基地发动袭击"。 特朗普对伊朗提前通知打击美军基地表示感谢,并称是时候实现和平了。 伊朗方面只对美国在中东的 一处基地进行了打击,且未有封锁霍尔木兹海峡的迹象。 国际油价受此影响大跌约 9% ,美股上涨。 1 、 国务院总理李强将于 6 月 24 日至 25 日出席在天津举行的第十 ...