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大疆回应美国FCC将所有非美国制造的无人机列入“受管制清单”;众泰汽车回应段永平牵头Ov重组;沃尔沃中国回应换帅丨邦早报
创业邦· 2025-12-24 00:03
Group 1 - DJI expresses regret over the FCC's decision to include all non-U.S. manufactured drones in the "Covered List," stating it limits consumer choice and undermines fair competition [1] - DJI emphasizes its commitment to providing innovative tools for image creators and highlights the safety and reliability of its products, validated by independent third parties [1] - The company plans to evaluate all possible paths to protect its and its global users' legal rights [1] Group 2 - Zontai Auto denies rumors of collaboration with OPPO and Vivo for restructuring, stating there is currently no partnership [2] - Speculation arises regarding the involvement of OPPO and Vivo in Zontai's restructuring due to the new board composition, which includes members with ties to Chery Auto [2] Group 3 - Beijing issues the first L3 level autonomous driving vehicle license plates, marking a significant step towards mass production of autonomous vehicles in China [2] - The L3 autonomous driving feature is currently limited to specific highway segments in Beijing, with restrictions on other areas [2] Group 4 - Volvo Cars in China undergoes a leadership change with HUYANHANG replacing Yuan Xiaolin as chairman, but the company clarifies that this is a routine administrative change and does not affect daily operations [3] - Yuan Xiaolin remains a senior vice president at Volvo Group and president of Volvo Cars Asia Pacific [3] Group 5 - Kuaishou reports that its live streaming function was restored after a network attack on December 22, 2025, and other services were not affected [5] - The company has initiated legal actions against the perpetrators of the attack to protect its interests [5] Group 6 - Apple faces a fine of €98.635 million (approximately ¥817 million) from Italy for abusing market dominance through its App Tracking Transparency policy [11] - Cumulatively, Apple has incurred over ¥20.7 billion in fines across multiple European countries this year for similar reasons [11] Group 7 - JD.com confirms that its Paris warehouse has resumed normal operations following a theft incident involving over 50,000 electronic devices valued at approximately €37 million (around ¥306 million) [12] - The company disputes reports of significant losses, stating that the actual situation differs from what has been reported [12] Group 8 - Geely's management restructuring is complete following the merger with Zeekr, with key executives assigned to new roles [8] - Li Donghui is now the vice chairman of Geely Holding Group, while An Conghui serves as CEO, overseeing overall operations [8] Group 9 - ByteDance plans to invest significantly in AI, with a projected capital expenditure of ¥160 billion (approximately $23 billion) in 2026, including ¥85 billion reserved for semiconductor procurement [11] - The company aims to enhance its AI infrastructure and capabilities through this investment [11]
驶入日系车“后花园”泰国: 中国新能源如何“超车”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-23 23:03
编者按: 一直以来,泰国都被视为"东方底特律"和日系车的"后花园"。不过,新能源转型浪潮正改写这一格局。 如今,中国车企携技术与产能优势密集布局,在当地新能源汽车市场市占率超70%,比亚迪等品牌强势 跻身销量前列。本期"东盟调研行"专题,21世纪经济报道记者不仅带回了在泰国实地调研时的观察,更 深入到中国车企进行了一手采访,了解车企如何通过深耕本地化运营,错位竞争拓展赛道,在日系车 的"后花园"实现真正的"弯道超车"。 本报记者 赖镇桃 泰国曼谷报道 黎奥从未想过,一次他觉得很寻常的对话,会让一位泰国员工怕得想离职。"当时和一位员工说话声音 大了点,对方就觉得我们是在凶他,第二天不敢来上班了。"作为一家中国车企的海外业务人士,这是 他踏上"微笑之国"一年多后,才逐渐参透的文化差异。 在泰国,游客们常会听闻一种"三不叫"的说法:车不叫——即便曼谷的交通堵得水泄不通,也少见烦躁 的喇叭声;狗不叫——街头的流浪犬慵懒地趴着,它们知道静候常能换来一口施舍;人不叫——细声慢 语是这里表达尊敬的默认规则。 然而,这片浸润在独特"宁静"之中的土地,在全球汽车工业的版图上,却从不沉寂。 泰国是全球第十大、东南亚第一大汽车生产 ...
Jameel Motors推动阿联酋商用电动车全面落地
Shang Wu Bu Wang Zhan· 2025-12-23 16:46
ZAWYA新闻网12月8日消息,Jameel Motors计划在2026年前在阿联酋全面推出吉利控股旗下全系列 电动商用远程汽车(Farizon Auto),以支持脱碳战略和车队电动化。该公司已于2025年获阿联酋远程 汽车经销权,并在迪拜开设首家展厅及服务中心。 (原标题:Jameel Motors推动阿联酋商用电动车全面落地) ...
今日新闻丨吉利汽车与极氪完成整合!“哈曼音响”进军辅助驾驶行业!北京发放首批L3专用号牌!
电动车公社· 2025-12-23 16:06
1、 吉利汽车与极氪完成整合; 哈曼国际进军辅助驾驶行业; 北京发放首批L3专用号牌; 关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新 能源圈大事小事 ,看我们就够啦~ 今日新闻要点: 吉利汽车与极氪完成整合 12月22日, 吉利汽车宣布已正式完成极氪私有化及合并事项的交易。极氪汽车已从纽交所退市, 成为吉 利汽车的全资附属公司。 哈曼通过收购成熟的产业入局,可以减少前期的大量时间投入和经济投入, 跃居车用智能摄像头领域领先 地位。而对采埃孚来说,此举可以缓解其不 断上升的债务问题。目前 传统零配件供应商并不算好过,可 以期待一下后续能否拿出实质上的成绩。 3、 北京发放首批L3专用号牌 12月23日,北京市公安局交通管理局宣布,北京市首批L3级高速公路自动驾驶车辆专用号 牌,已经正式发放给北京出行汽车服务有限公司名下的3辆北汽极狐智能网联汽车。这也是国内首批发放 的L3级高速公路自动驾驶车辆专用号牌。 极氪依然是吉利旗下的高端子品牌,整合后有利于吉利集团成本缩减, 研发、供应链、制造体系全部整 合, 极氪可用吉利的全 ...
吉利极氪整合完毕的意义和价值
Jin Rong Jie· 2025-12-23 13:25
Core Viewpoint - Geely Automobile has completed the privatization and merger of Zeekr Intelligent Technology Holdings, marking a significant strategic integration and a new phase of development for the company [1][2]. Group 1: Strategic Integration and Market Position - The merger integrates Zeekr's high-end and intelligent assets with Geely, enhancing its market position and providing practical experience for overseas capital market operations [3][4]. - Zeekr's positioning in the luxury electric vehicle market, with an average vehicle price of nearly 300,000 yuan, strengthens Geely's coverage across mainstream, high-end, and luxury segments [3]. - The merger allows Geely to leverage Zeekr's advanced technologies, such as the SEA architecture and AI digital chassis, enhancing its technological profile [4]. Group 2: Financial Performance and Market Expectations - Geely's revenue for the first three quarters of 2025 reached approximately 239.5 billion yuan, a year-on-year increase of 26.35%, with a core net profit of 10.62 billion yuan, up 59% [6]. - The integration is expected to optimize Geely's product structure, increasing average selling prices and gross margins, with Zeekr acting as a profit engine for the group [7][6]. - Capital markets have responded positively, with over 40 investment banks issuing nearly 100 positive ratings for Geely, reflecting confidence in the strategic clarity and growth potential post-merger [8][9]. Group 3: Future Outlook and Valuation - Analysts predict significant upside potential for Geely's stock, with an average target price of 26.9 HKD, indicating a potential increase of 62% from recent trading levels [10]. - The "One Geely" strategy is expected to yield benefits in cost reduction, supply chain optimization, and brand synergy over the next 2-3 years, driving improvements in profitability [12]. - Long-term value will be supported by advancements in smart driving technology and emerging tech fields, positioning Geely closer to a technology company valuation model [12][13].
全球新材料风向标!2026 FINE 展:中国未来产业崛起,定义下一个十年创新赛道
AMI埃米空间· 2025-12-23 12:47
Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to showcase innovations in new materials that are crucial for the transformation of high-tech industries and to facilitate collaboration and resource integration within the sector [4][8]. Group 1: Event Overview - FINE 2026 will take place from June 10 to June 12, 2026, at the Shanghai New International Expo Center, featuring over 50,000 square meters of exhibition space and more than 300 strategic and cutting-edge technology reports [10][11]. - The expo is a significant upgrade from previous events, including the 10th International Carbon Materials Industry Expo and the 7th Thermal Management Industry Expo, focusing on the future industry's common needs such as advanced semiconductors, advanced batteries, lightweight materials, low-carbon sustainability, and thermal management [7][8]. Group 2: Market Opportunities - The rapid growth of industries like new energy vehicles, photovoltaics, wind power, and lithium batteries presents substantial market opportunities for new materials [14]. - The Chinese government has identified key areas for breakthrough in its 14th Five-Year Plan, including embodied intelligence, 6G, quantum technology, and hydrogen energy, which are expected to drive demand for innovative materials [14]. Group 3: Exhibition Highlights - FINE 2026 will feature six specialized thematic exhibition areas, including advanced semiconductors, advanced batteries, lightweight materials, thermal management technologies, new materials technology innovation, and future industry innovation enterprises [18][21]. - The event is expected to attract over 100,000 professional visitors and will include 30+ forums with more than 300 renowned experts and scholars sharing insights on technology trends and investment strategies [24][34]. Group 4: Networking and Collaboration - The expo will facilitate the transformation of scientific achievements and help enterprises connect with industry funds, government parks, and project resources, thereby accelerating innovation in the new materials sector [8][34]. - FINE 2026 aims to invite over 5,000 end-users and quality investment institutions for direct order and cooperation discussions, enhancing opportunities for startups [17][34].
李书福收回极氪,吉利汽车要变天了
Xin Lang Cai Jing· 2025-12-23 12:09
回归一个吉利,李书福在下一盘大棋。 出品 | 首席财经观察 作者 | 青云 当下行业竞争环境复杂,新能源汽车赛道,从最初的增量博弈,快速进入到残酷的存量厮杀,所有不够高效、不够聚焦的企业,都会被一点点挤出牌桌。 正是在这样的背景下,李书福果断出手,将极氪重新收回吉利体系之内。这不是一次简单的资本操作,而是一场方向明确、节奏清晰的战略转向。 吉利汽车完成极氪私有化 上市不到两年,极氪正式回归吉利汽车。 近日,吉利汽车在港交所公告称已经与极氪正式合并。极氪成为吉利汽车的全资附属公司,并从纽约证券交易所退市,有关交易已于2025年12月22日完 成。 简单回顾一下,今年5月,吉利提出收购极氪已发行的全部股份;7月,双方正式签署合并协议,吉利应付代价总额约为23.99亿美元(约合人民币171.99亿 元);9月,极氪股东大会以94.2%的高票通过率审议通过合并协议。 短短数月,一切尘埃落定。背后显然不是临时起意,而是一场深思熟虑后的战略收束。 对于私有化极氪一事,李书福曾回应表示:"吉利控股集团去年发布《台州宣言》以来,'一个吉利行动'进展顺利,本次合并为吉利汽车更美好的未来打 下了坚实基础。" 《台州宣言》是李书福 ...
李书福再投42亿“输血”极星,半年内已两度加码
Guo Ji Jin Rong Bao· 2025-12-23 11:44
近日,极星汽车宣布,为了解决资金短缺困境,已与其控股股东中国吉利控股集团签订一份最高达6亿美元(折合人民币42亿元)的贷款协议。 此外,这笔贷款并非一次性支付,按照极星的声明,其中最后一笔3亿美元的拨付,将根据极星汽车未来的流动性需求,在获得贷款方同意后方可执行。 六个月前,极星汽车就曾获得现有投资人PSD Investment Limited的2亿美元股权投资,后者由吉利控股集团创始人兼董事长李书福实际控制,不过半年时 间,李书福再度加码。 极星发言人称,这笔股东贷款将通过吉利在瑞典的子公司发放,且属于"次级贷款"(即债务清偿顺序低于普通债务的贷款,常见于关联方融资)。这意味 着该笔贷款不计入其55亿美元的债务契约限额,一笔借款显然无法满足当前极星的资金需求,该发言人同时透露,公司正在积极寻求更多股权融资。 品牌定位混乱、产品迭代滞后、渠道布局失策,让其在华销量持续恶化。2021年至2023年,极星销量分别为2048辆、1717辆、1100辆,2024年销量曾有所 回升,累计销量超三千辆。但后续再度下滑。杰兰路数据显示,今年上半年极星累计销量仅为325辆,月均销量不过百。 持续的经营压力让股东方吉利不得不为 ...
乘联分会秘书长崔东树:前11月新能源车出口表现好于预期
Jin Rong Jie· 2025-12-23 11:07
12月23日,乘联分会秘书长崔东树发文称,2025年11月中国汽车实现出口81万辆,同比增48%,环比降2%,1-11月中国汽车实现出口733万辆,同比2024年 1-11月增速25%,总体较强。2025年11月中国新能源汽车出口35万辆,同比增长156%,表现很好;2025年1-11月新能源汽车出口量301万辆,同比增长 62%,增速近期超高。 中国新能源车2025年1-11月出口表现好于预期,主要是插混和混动替代纯电动成为出口增长的新增长点,尤其是插混的皮卡出口表现较强,成为商用车新能 源车出口亮点。燃油车市场的俄罗斯下滑体现的很充分,而我们监控的俄罗斯市场零售量下滑较小,其中中国车企的吉利、长安、奇瑞、比亚迪等主力车企 表现还是很不错的。 资讯所属栏目还有更多独家策划、专家专栏,免费查阅>> ...
面壁智能完成数亿元融资,国科投资等参投
Xin Lang Cai Jing· 2025-12-23 11:00
新浪科技讯 12月23日晚间消息,面壁智能宣布于近期完成数亿元融资。本次融资由京国瑞、国科投 资、中金保时捷基金、米聚资本与和基投资共同参与,募集资金将主要用于加大端侧高效大模型的研发 投入,加速端侧 AI 的商业化进程。 据悉,面壁智能顺利完成本轮融资,得益于端侧智能市场空间进一步打开,以及投资方对面壁技术实 力、市场地位及行业前景的充分认可。目前,MiniCPM面壁小钢炮端侧模型已在汽车、手机、PC及智 能家居等多个领域实现规模化落地,与吉利、长安、大众、华为等多家知名企业达成深度合作,端侧大 模型的商业化进程走在行业前列。 责任编辑:何俊熹 责任编辑:何俊熹 面壁智能CEO李大海表示,"我们致力于携手产业链合作伙伴,让高效端侧大模型运行在海量终端之 上,为广大消费者带来创新、普惠的智能体验,在大模型行业赋能的加速时刻,处于国家政策利好、技 术加快迭代、消费场景勃发的新发展阶段,面壁在本次融资后,必将乘势而上,加码投入,持续领跑端 侧AI市场"。(文猛) 面壁智能CEO李大海表示,"我们致力于携手产业链合作伙伴,让高效端侧大模型运行在海量终端之 上,为广大消费者带来创新、普惠的智能体验,在大模型行业赋能的 ...