| (BYD) | 比亚迪 | 1550.16 | + -5.44 | 50.02 | | --- | --- | --- | --- | --- | | P | 法拉利 | 856.02 | + -1.03 | 480.36 | | | (人) 梅赛德斯奔驰 | 564.82 | 1 +0.23 | 58.66 | | 8 | 宝马汽车 | 541.99 | + -1.85 | 87.58 | | 入）大众汽车 | 538.62 | + -0.92 | 106.08 | | --- | --- | --- | --- | | 通用汽车 | 458.32 | + -4.07 | 47.25 | | >6 玛鲁蒂铃木 | 446.42 | + -1.34 | 141.56 | | 保时捷 | 430.84 | + -0.22 | 47.63 | | 马恒达汽车 | 427.61 | + -1.67 | 35.51 | | ( 本田汽车 | 410.2 | + -7.82 | 28.8 | | 福特汽车 | 407.2 | + -5.66 | 10.1 | | 19 现代汽车 | 335.87 | + -0.94 ...

Core Insights - The article presents the market capitalization changes of global automotive manufacturers as of June 5, 2025, highlighting significant fluctuations in values across various companies [1]. Group 1: Market Capitalization Changes - Tesla's market capitalization stands at $10,695.2 million, experiencing a decrease of $393.65 million [3]. - Toyota's market capitalization is $2,449.63 million, with a decline of $44.9 million [3]. - BYD's market capitalization is $1,543.04 million, showing a decrease of $2.94 million [3]. - General Motors has a market capitalization of $458.32 million, down by $13.35 million [4]. - Ford's market capitalization is $405.21 million, with an increase of $1.98 million [5]. Group 2: Notable Increases - Xiaomi Automotive shows a slight increase in market capitalization to $1,765.65 million, up by $3.52 million [3]. - Ferrari's market capitalization increased to $857.09 million, up by $9.33 million [3]. - Kia's market capitalization rose to $266.57 million, with an increase of $8.91 million [5]. - VinFast Auto's market capitalization is $81.16 million, increasing by $2.34 million [5]. Group 3: Other Companies - Mercedes-Benz has a market capitalization of $564.6 million, down by $2.72 million [3]. - Honda's market capitalization is $422.41 million, decreasing by $10.52 million [4]. - NISSAN's market capitalization is $86.71 million, down by $1.41 million [5].

Core Insights - China's technology sector is expected to show resilience in H2 2025, leveraging global trade pressures to foster indigenous innovation despite facing significant U.S. tariffs and export restrictions [2] - Major Chinese tech companies are pivoting investments towards AI infrastructure and emerging technologies, with strong demand for AI outpacing supply [2] - The semiconductor industry in China has captured over 25% of the global market share in advanced packaging technologies, showcasing its competitive edge [5] Company Highlights - **NetEase**: - Demonstrated strong financial momentum with Q1 2025 gaming revenues increasing by 12.1% year over year to RMB24.0 billion and net income rising by 35% to RMB10.3 billion [9][11] - Upcoming game titles and a robust pipeline position the company for growth in the second half of 2025 [10][11] - **Alibaba**: - Reported Q4 fiscal 2025 non-GAAP earnings surged by 23% year over year to $1.73 per ADS, exceeding estimates by 16.89% [12][13] - The Cloud Intelligence segment achieved 18% revenue growth, with AI-related products maintaining triple-digit growth for seven consecutive quarters [12] - **Taiwan Semiconductor**: - Achieved Q1 2025 revenues of $25.53 billion, a 35% year-over-year increase, with net income rising by 53% to nearly $11 billion [15] - Plans to increase capital spending to between $38 and $42 billion in 2025 to meet growing AI-driven demand for advanced chips [16] - **Tencent**: - Reported Q1 revenues of RMB180 billion, a 13% year-over-year increase, with gaming division growth accelerating [17] - Integrated AI capabilities are enhancing user engagement and advertising effectiveness, positioning the company favorably in the market [18][19] Industry Trends - The robotics sector in China is advancing with innovations such as sophisticated humanoid robots, while the electric vehicle ecosystem is bolstered by companies like Zeekr and Great Wall Motor [6] - Augmented reality companies in Beijing are developing advanced AR solutions, reflecting China's strategy to lead in high-tech sectors [7] - The overall technological advancements and significant investments in development present substantial growth opportunities for investors in the Chinese tech landscape [8]

@ JIN10.COM 金十数据 | 一个交易工具 JIN10.COM t . 金十图示：2025年06月04日（周三）全球汽车制造商市值变化 | (BHD) | 比亚迪 | 1547.15 | 1 +21.36 | 50.23 | | --- | --- | --- | --- | --- | | 法拉利 | | 847.78 | + -7.7 | 475.74 | | (人) 梅赛德斯奔驰 | | 567.34 | 1 +6.67 | 58.92 | | (15) | 宝马汽车 | 546.41 | ↑ +9.98 | 88.3 | | 入） 大众汽车 | 540.54 | 1 +3.44 | 107.05 | | --- | --- | --- | --- | | 通用汽车 | 471.68 | + +13.16 | 49.06 | | >6 玛鲁蒂铃木 | 451.08 | + -6.03 | 141.58 | | 保时捷 | 431.04 | + +1.55 | 47.32 | | 马恒达汽车 | 426.65 | 1 +2.88 | 35.56 | | C 本田汽车 | 423.87 | 1 +0 ...

Core Insights - Hesai Group reported strong financial results for Q1 2025, with net revenues of RMB525.3 million (US$72.4 million), a 46.3% increase year-over-year [17][31] - The company shipped 195,818 lidar units in Q1 2025, representing a 231.3% increase from the same period in 2024 [16][15] - Hesai was ranked as the world's No.1 automotive lidar company by revenue market share for the fourth consecutive year in 2024 [3] Financial Performance - Net revenues for Q1 2025 were RMB525.3 million, up from RMB359.1 million in Q1 2024, driven by increased sales of ADAS lidar products [17][31] - Gross margin improved to 41.7% in Q1 2025 from 38.8% in Q1 2024, attributed to effective cost and scale optimization [17][31] - The net loss narrowed significantly by 83.6% year-over-year to RMB17.5 million (US$2.4 million) [22][31] Operational Highlights - ADAS lidar shipments reached 146,087 units in Q1 2025, a 178.5% increase from 52,462 units in Q1 2024 [16][15] - The company secured new design wins with 23 OEMs globally across over 120 vehicle models, including partnerships with Chery, Great Wall Motor, Zeekr, and Geely [5][15] - Hesai is the main lidar supplier for next-generation Robotaxi fleets from Baidu Apollo Go, DiDi, Pony.ai, and WeRide [14][15] Product Development - New products include the AT1440 lidar, which delivers ultra-high-definition point clouds, and the FTX solid-state lidar for blind spot detection [14] - The company announced the successful resolution of all IP-related litigation against it, reinforcing its commitment to innovation and R&D [8][10] Business Outlook - For Q2 2025, Hesai expects net revenues to be between RMB680 million (US$93.7 million) and RMB720 million (US$99.2 million), indicating a year-over-year increase of approximately 48% to 57% [19]

Group 1: Company Performance - BMW reported a revenue of 532.71 million, experiencing a decline of 4.57% [2] - General Motors achieved a revenue of 484.27 million, with an increase of 2.41% [2] - Maruti Suzuki's revenue stood at 478.17 million, reflecting a growth of 1.76% [2] - Porsche's revenue was 470.88 million, showing a decrease of 9.17% [2] - Mahindra & Mahindra reported 439.83 million, with a slight decline of 1.46% [2] - Ford's revenue reached 429.47 million, marking an increase of 2.01% [2] - Honda's revenue was 411.19 million, with a growth of 5.08% [2] - Hyundai reported 343.76 million, reflecting an increase of 5.85% [2] - Tata Motors achieved a revenue of 314.87 million, with a slight increase of 1.29% [2] - Stellantis reported 309.65 million, marking an increase of 1.45% [2] - Li Auto's revenue was 293.9 million, showing a growth of 2.77% [2] - Seres reported 289.83 million, with a decline of 4.09% [2] - SAIC Motor's revenue stood at 267.52 million, reflecting a decrease of 3.52% [2] - Kia Motors reported 259.06 million, with a decline of 1.41% [2] - Geely's revenue was 247.46 million, showing a significant decrease of 6.97% [2] - Suzuki Japan reported 241.62 million, with an increase of 6.44% [2] - Great Wall Motors achieved 237.38 million, reflecting a decline of 3.37% [2] - Xpeng Motors reported 194.13 million, with a slight increase of 0.46% [2] Group 2: Emerging Companies - Rivian reported a revenue of 181.25 million, with a notable increase of 5.84% [3] - Renault achieved a revenue of 158.45 million, reflecting a growth of 0.93% [3] - Changan Automobile reported 149.11 million, with a slight decline of 0.73% [3] - Subaru's revenue was 132.67 million, showing an increase of 1.03% [3] - Hozon Auto reported 114.17 million, with a decline of 2.03% [3] - GAC Group achieved a revenue of 112.96 million, reflecting a slight decrease of 0.57% [3] - JAC Motors reported 106.34 million, with a decline of 1.34% [3] - Leapmotor's revenue was 93.91 million, showing a decrease of 1.87% [3] - Isuzu reported 93.34 million, with a slight increase of 0.42% [3] - Weilai Auto achieved a revenue of 92.8 million, reflecting an increase of 2.49% [3] - Ford Otosan reported 87.41 million, with an increase of 2.94% [3] - Nissan's revenue was 87.38 million, showing a growth of 1.47% [3] - Lucid Motors reported 86.63 million, with a notable increase of 4.58% [3] - VinFast Auto achieved a revenue of 84.2 million, reflecting a slight decline of 0.24% [3] - Zeekr reported 74.58 million, with an increase of 1.07% [3]

金十图示：2025年05月08日（周四）全球汽车制造商市值变化 | 宝马汽车 | 532.72 | 1 +8.7 | | | --- | --- | --- | --- | | MS 玛鲁蒂铃木 | 471.41 | 1 +1.92 | 149.94 | | 保时捷 | 468.93 | + +11.93 | 51.47 | | 马恒达汽车 S | 444.18 | 1 +7.34 | 37.03 | | ( 本田汽车 | 442.94 | + -5.97 | 30.38 | | qm 通用汽车 | 437.16 | 1 +0.09 | 45.47 | | 福特汽车 | 408.79 | -6.35 | 10.28 | | 塔塔汽车 910 | 297.24 | ↑ +14.02 | 8.07 | | 19 现代汽车 | 292.19 | + -46.5 | 44 | | 赛力斯 | 291.99 | + -1.41 | 17.88 | | 斯特兰蒂斯 | 274.98 | + +1.75 | 9.44 | | (SAIC) 上汽集团 | 264.05 | 1 +0.63 | 2.28 | | 理想汽车 | ...

金十图示：2025年05月07日（周三）全球汽车制造商市值变化 3 @ JINTO.COM 金十数据 | 一个交易工具 JIN10.COM 1. 6. 6. 6. 1. 2 | 宝马汽车 | 524.32 | + -1.1 | 84.6 | | --- | --- | --- | --- | | >6S 玛鲁蒂铃木 | 469.47 | 1 +4.6 | 149.32 | | 保时捷 | 456.99 | + -10.18 | 50.16 | | 本田汽车 1-0 | 446.1 | + -0.13 | 30.79 | | 通用汽车 | 437.07 | 1 +0.79 | 45.46 | | 马恒达汽车 S | 436.85 | 1 +6.67 | 36.42 | | 福特汽车 | 407.76 | + +10.53 | 10.44 | | 19 现代汽车 | 332.75 | 1 +2.61 | 51 | | 赛力斯 | 292.44 | + -1.03 | 17.9 | | 塔塔汽车 | 289.05 | + -5.96 | 7.69 | | 斯特兰蒂斯 | 272.66 | + -2.03 | 9.3 ...

金十图示：2025年05月06日（周二）全球汽车制造商市值变化 3 7 71410.COM 金十数据 | 一个交易工具 JIN10.COM 1. 6. 6. 1. 1. 1. 1. 2 | 宝马汽车 | 525.15 | 1 +1.41 | 84.78 | | --- | --- | --- | --- | | 保时捷 | 467.18 | 1 +4.3 | 51.28 | | > 玛鲁蒂铃木 | 464.88 | 1 +1.94 | 147.86 | | ( 本田汽车 | 446.24 | 1 +1.73 | 30.8 | | 通用汽车 | 436.3 | 1 +0.78 | 45.38 | | 马恒达汽车 S | 430.17 | 1 +13.58 | 35.86 | | 福特汽车 | 404.42 | + -4.37 | 10.17 | | 19 现代汽车 | 329.82 | + -15.65 | 50.6 | | 赛力斯 IT | 292.82 | + -1.21 | 17.93 | | 塔塔汽车 | 289.05 | 1 +4.16 | 7.85 | | 斯特兰蒂斯 | 272.66 | -4.0 ...