Core Insights - Alstom reports strong first-half performance driven by steady execution of its strategy and balanced growth across regions and product lines, with a focus on innovation and sustainability [2][3] - The company has a healthy backlog and anticipates continued momentum in the second half of the fiscal year [2][3] Orders - Alstom achieved an order intake of €10.5 billion in the first half of fiscal year 2025/26, a 4% decrease from €10.9 billion in the same period last year, attributed to the timing of several awards [7][8] - In Europe, order intake was €5.2 billion, down from €8.5 billion year-on-year [8] - Significant contracts in the Americas included €2.0 billion for 316 commuter rail cars and €1.0 billion for 200 Multilevel III commuter rail cars and locomotives [12] - The backlog as of 30 September 2025 stood at €96.1 billion, reflecting a solid book-to-bill ratio of 1.2x [16] Sales - Total sales for the first half reached €9.1 billion, representing a 3% increase on a reported basis and 8% on an organic basis compared to the previous year [17] - Rolling stock sales were €4,665 million, up 3% reported and 6% organic, driven by strong performances in France, the US, and Italy [18] - Services sales increased to €2,266 million, also up 3% reported and 6% organic, with notable growth in Italy and Australia [19] Profitability - Adjusted EBIT reached €580 million, with an adjusted EBIT margin of 6.4%, up from 5.9% in the previous year [28][29] - The increase in adjusted EBIT margin was supported by improved volume and mix, lower selling and administrative costs, and R&D phasing [29][30] - Net profit for the group share was €220 million, compared to €53 million in the first half of the previous fiscal year [33] Free Cash Flow - Free Cash Flow for the first half was €(740) million, reflecting expected working capital seasonality [34] - Funds from Operations stood at €411 million, up from €282 million in the same period last year [36] Financial Structure - As of 30 September 2025, Alstom's net debt position was €1,399 million, an increase from €434 million as of 31 March 2025 [36] - The company maintains strong liquidity with available cash and cash equivalents of €1,686 million [38] Innovation and Sustainability - Alstom is committed to reducing emissions and aims to use 100% renewable energy in its operations by the end of 2025, with 87% achieved by September 2025 [40][41] - The company has improved its sustainability ratings, achieving a score of 93/100 from ECOVADIS and moving to AAA with MSCI [42]

Core Insights - Didi Autonomous Driving has announced a strategic partnership with the Abu Dhabi Investment Office (ADIO) to collaborate on autonomous driving technology innovation, AI talent development, and ecosystem building [1] Group 1: Partnership Details - Didi Autonomous Driving joins the Abu Dhabi Smart and Autonomous Vehicle Industry Cluster (SAVI) [1] - The collaboration aims to support Abu Dhabi in building a leading smart mobility and sustainable transportation ecosystem [1] - The partnership is expected to expand to a broader scope across the Middle East region [1] Group 2: SAVI Industry Cluster - The SAVI industry cluster is initiated by the Abu Dhabi Department of Economic Development and ADIO, positioning itself as a smart transportation hub in the Middle East and North Africa [1] - The cluster aims to promote innovation and commercialization of autonomous driving technologies across land, sea, and air [1] - ADIO projects that by 2045, the SAVI cluster will contribute 44 billion dirhams to Abu Dhabi's GDP and create 40,000 jobs [1]

根据协议，阿布扎比投资办公室将协助曹操出行在当地设立办事处与运营中心，作为其中东发展的战略 支点，为后续自动驾驶车辆测试、技术本土化、供应链建设与生态协作奠定基础。 新浪科技讯 11月10日晚间消息，在阿布扎比DRIFTx国际展会上，曹操出行与阿布扎比投资办公室 （Abu Dhabi Investment Office， ADIO）达成合作，双方签署合作备忘录。 责任编辑：何俊熹 除了自动驾驶服务，双方合作的一大重点，是共同推广以电动及换电车辆为核心的可持续交通解决方 案。曹操出行计划将其在中国市场经过大规模验证的高效换电网络与运营体系输出至阿布扎比，融入当 地的绿色能源生态系统。 ...

A股方面，上证指数周涨0.37%，深证成指周跌1.26%，创业板指周跌3.86%。燃气、纺织制造、煤炭开采加工、 水泥、农产品加工等板块上涨，能源金属、电池、半导体、储存芯片、光伏设备等板块下跌。 10月12日商务部回应中美经贸热点：中方10月9日实施稀土出口管制，是依法完善体系的正当行为，旨在维护和 平与防扩散，非禁止出口，民用合规申请均可获批，且已提前通报各国。针对美方威胁加征100%关税，中方斥 其"双重标准"——美方管制物项超3000项，远超中方900余项，且近期密集出台限制措施破坏会谈氛围。中方称 不愿打但不怕打，若美方一意孤行必反制。 10月11日晚至12日凌晨，阿富汗与巴基斯坦在边境爆发激烈交火。阿富汗国防部称，行动是对巴方10日凌晨空袭 喀布尔、帕克提卡省的报复，已沿边境打击巴安全力量据点，午夜行动结束，并警告再犯必坚决回击。巴基斯坦 安全官员则指阿方发动无端攻击，双方在6处以上边境地点交火。阿富汗黎明新闻网称巴军12人丧生，巴方另有 伤亡通报。目前边境部分口岸关闭，局势持续紧张，双方各执一词。 港股方面，恒指周跌3.13%，国企指数周跌3.11%，恒生科技指数周跌5.48%。化肥及农用化合物 ...

新闻聚焦 ◐七部门：积极培育专业化绿色低碳公共服务平台和服务机构。 10月11日，工信部等七部门联合印发的《深入推动服务型制造 创新发展实施方案（202 5—2028年）》指出，发展节能环保服务，积极培育专业化绿色低碳公共服务平台和服务机构，增强绿 色诊断、能源计量等服务能力。加大重点行业服务型制造发展力度，推动巩固提升新能源汽车、工程机械、通信设备等产业优势 地位，促进钢铁、石化、医药、船舶等产业提质增效。 【更多详情】 国内新闻 ◐国内首套变电站构网型风光储一体化系统投运。 据人民财讯10月11日报道，近日，由深圳供电局牵头，禾望电气、清华大学 等单位联合研发的国内首套应用于变电站实时保供电的构网型风光储一体化系统——后海三（春晖站）示范工程顺利投运，标志 着我国在构网型储能技术与城市配电网融合应用方面取得重要突破。 ◐乘联分会：今年以来乘用车市场累计零售17 00.4万辆，同比增长 9%。 据乘联分会微信公众号10月11日消息，初步统计，9月 1日—3 0日，全国乘用车新能源市场零售130.7万辆，同比去年9月增长1 6%，较上月增长1 7%，全国乘用车新能源零售渗透率 5 8 .5%，今年以来累计零售 ...

Core Insights - The first "Morocco Electric Vehicle and Energy Storage Exhibition (EVS Morocco)" will be held from November 19 to 22, 2025, in Casablanca, focusing on "African Electric Vehicle Mobility" to promote technological innovation in transportation and accelerate energy transition [1][3] Group 1: Event Overview - The event is organized by the Moroccan Automotive Industry Association (AMICA) and the Middle East International Exhibition Group (MIE), with strong support from Morocco's Ministry of Industry and Trade [1] - The exhibition is expected to attract over 150 exhibitors from more than 10 countries across Africa, Asia, and Europe, showcasing electric two-wheelers, three-wheelers, cars, scooters, charging stations, batteries, cables, and energy storage devices [6] Group 2: Industry Impact - The event aims to solidify Morocco's position as a hub for industrial and technological development in Africa, particularly in the electric and sustainable mobility sectors [3][8] - The exhibition will feature high-level international expert seminars, targeted B2B matchmaking activities, and outdoor test drives of electric vehicles, providing diverse interactive experiences and business opportunities for exhibitors and attendees [6] Group 3: Support for Local Entrepreneurs - A startup showcase area will be established at the exhibition to provide Moroccan youth entrepreneurs with a platform to display innovative technologies and foster collaboration [6] - The organizers will promote cooperation between Moroccan vocational technical colleges and leading Chinese electric vehicle technology research institutions to cultivate future talent in the electric vehicle sector [6]

Core Viewpoint - BYD has solidified its leadership position in the electric public transport sector in Europe by delivering its 5,000th electric bus to Umove in Denmark, marking a significant milestone in the transition to sustainable transportation [1][5]. Group 1: Delivery and Impact - The delivery of the 5,000th electric bus in Europe is a testament to BYD's commitment to transforming public transport and promoting sustainable transportation solutions [1]. - Umove's CEO highlighted the profound significance of BYD's electric buses for Denmark's green travel, emphasizing the benefits of cleaner air and improved urban living conditions [1]. Group 2: Vehicle Specifications - The B12.b model, specifically designed for the European market, features a blade battery with a capacity of 491 kWh, enabling a range of over 600 kilometers on a single charge and a maximum passenger capacity of 105 [2]. - The B12.b incorporates innovative CTC (cell-to-chassis) technology, enhancing body rigidity while reducing weight and lowering the center of gravity, resulting in a 50% increase in battery space utilization and a 10% reduction in overall vehicle weight [2]. Group 3: Future Operations and Achievements - The B12.b will soon be operational in Copenhagen, alongside other BYD electric buses like the K9UD, contributing to Denmark's goal of achieving zero-emission transportation [5]. - BYD has received over 7,000 bus orders in Europe, with operations spanning 26 countries and over 160 cities, accumulating a mileage of 650 million kilometers, which has led to a reduction of 690,000 tons of carbon emissions [7].

Core Points - Xiaopeng Heavens' "Land Aircraft Carrier" (X3-F) has received a special flight certificate in the UAE, marking a significant step for Chinese flying car companies in international markets [1] - The strategic cooperation agreement signed between Xiaopeng Heavens and the Ras Al Khaimah Transport Authority aims to explore applications of flying cars in various scenarios, enhancing the region's international influence in future transportation [2][3] Group 1 - The X3-F flying vehicle is the first manned aircraft special flight certificate awarded to a Chinese flying car company overseas, indicating progress in China's low-altitude electric manned flight technology [1] - The Ras Al Khaimah government is positioning itself as a hub for advanced transportation technology, promoting sustainable transport and smart city development [1][2] - The successful demonstration of the X3-F showcases its stable control capabilities, including hovering, forward flight, and 360-degree rotation [3][4] Group 2 - The X3-F features an intelligent cockpit with a highly integrated display, supporting both automatic and manual driving modes, making flying more accessible [5] - The automatic flying mode includes functions like intelligent route editing and one-click takeoff/return, while the manual mode utilizes a unique single-stick control system [5] - Xiaopeng Heavens aims to leverage the UAE's innovative environment to enhance Sino-Arab technological cooperation and expand its market presence in the Middle East [8]

Group 1 - The core message of the article emphasizes the urgency for Nepal to accelerate its development process with a sense of competition, particularly in the context of global development [1] - The Prime Minister of Nepal, Oli, highlighted the need for technological innovation to enable the country to catch up in the global development race, specifically urging the youth to drive national progress through innovative thinking [1] - The NADA International Auto Show showcased Nepal's innovations in the automotive industry, digital transformation, and sustainable transportation, reflecting the country's commitment to technology-driven development and youth entrepreneurship [1] Group 2 - The President of the Nepal Chamber of Commerce, Dhakal, welcomed recent government policy reforms, stating that these measures have injected optimism into the national economy [1] - Dhakal also suggested that the government adopt flexible policies when implementing Euro 6 emission standards to alleviate pressure on businesses [1]

Core Insights - The 17th NADA International Auto Show opened on August 19 in Kathmandu, inaugurated by Nepal's Prime Minister Oli, and will run until August 24 [1] - The theme of this year's exhibition is "Pursuing More," featuring 19 passenger car brands, 13 light commercial vehicle brands, 4 motorcycle brands, and 35 auto parts companies [1] - The exhibition area spans nearly 300,000 square feet, with a dedicated exhibition space of 162,500 square feet [1] - Notable highlights include the four-wheeled robot from China's Unitree Robots and the eVTOL flying car introduced by Depal [1] - The event will host multiple seminars, workshops, and networking activities focused on electric vehicles and smart mobility, addressing the growing global demand for sustainable transportation [1]