Core Viewpoint - The study by Geotab indicates that driving speed significantly impacts the range of electric vehicles (EVs) more than high temperatures, especially during long-distance travel [3][4][12]. Group 1: Impact of Speed on EV Range - Geotab's research shows that in the speed range of 50-80 mph (80-128 km/h), the reduction in range can be as high as 39% due to increased air resistance compared to the impact of air conditioning [8][10]. - For a vehicle with a 65 kWh battery, driving at 50 mph (80 km/h) in 86°F (30°C) conditions results in a range of 143 miles (approximately 230 km), which decreases to 88 miles (141 km) at 80 mph (128 km/h) [8][10]. - Aerodynamically efficient electric sedans experience a 28% reduction in range within the same speed range under similar temperature conditions [10]. Group 2: Physics Behind Energy Consumption - The increase in energy consumption at higher speeds is attributed to the square relationship of air resistance to speed, meaning that doubling the speed requires four times the energy to overcome wind resistance [11]. - Geotab's sustainability manager emphasizes that reducing speed by 10-15 mph (16-24 km/h) can extend the range by 20% to 30%, depending on the vehicle type [11]. Group 3: Temperature Effects on EV Range - High temperatures have a more pronounced effect on range at lower speeds, where air resistance is less significant, making the energy consumption of air conditioning more impactful [12]. - At 95°F (35°C), the average range of EVs can decrease by 17% compared to 75°F (24°C) [12]. Group 4: Practical Tips for Extending Range - Geotab suggests several methods to extend range without sacrificing comfort, such as reducing speed, pre-conditioning the vehicle while plugged in, and using air conditioning efficiently [15][16][17]. - Avoiding rapid acceleration and deceleration, parking in shaded areas, and refraining from fast charging in extreme heat can also help maintain battery performance [19][20]. Group 5: Addressing Range Anxiety - The findings aim to alleviate range anxiety among EV users by providing insights into factors affecting range and practical strategies to manage them [22].

2025年07月08日 国泰君安期货商品研究晨报-农产品 观点与策略 | 棕榈油：基本面矛盾不明显，国际油价影响大 | 2 | | --- | --- | | 豆油：美豆天气炒作不足，缺乏驱动 | 2 | | 豆粕：贸易忧虑、美豆下跌，连粕或偏弱震荡 | 5 | | 豆一：周边市场氛围偏弱，盘面偏弱震荡 | 5 | | 玉米：震荡偏弱 | 7 | | 白糖：区间整理 | 8 | | 棉花：关注美国关税政策及影响 | 9 | | 鸡蛋：预期抢跑，现实跟随 | 11 | | 生猪：关注新一轮投机兑现情绪 | 12 | | 花生：下方有支撑 | 13 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 2025 年 7 月 8 日 商 品 研 究 棕榈油：基本面矛盾不明显，国际油价影响大 豆油：美豆天气炒作不足，缺乏驱动 | | | 【基本面跟踪】 油脂基本面数据 ITS：马来西亚 7 月 1-5 日棕榈油出口量为 213,055 吨，较上月同期出口的 161,905 吨增加 31.59%。 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 2 ...

| 油脂产业期现日报 | | | 1 - 1 1x RI | | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2025年7月4日 | | 王浅辉 | Z0019938 | | 原 | | | | | 7月3日 | 7月2日 | 涨跌 | 涨跌幅 | | 现价 江苏一级 8290 | 8260 | 30 | 0.36% | | 期价 Y2509 7994 | 8018 | -24 | -0.30% | | 其差 Y2509 296 | 242 | ਟੇ4 | 22.31% | | 现货墓差报价 江苏6月 09 +210 | 09 +220 | -10 | - | | 22697 仓单 | 22697 | 0 | 0.00% | | 棕櫚油 | | | | | 7月3日 | 7月2日 | 涨跌 | 涨跌幅 | | 现价 广东24度 8560 | 8460 | 100 | 1.18% | | 期价 P2509 8478 | 8440 | 38 | 0.45% | | 墓差 P2509 82 | 20 | 62 | 310.00% | | 现货墓差报价 广 ...

研究早观点 2025 年 7 月 4 日 星期五 市场走势 【今日要点】 资料来源：最闻 国内市场主要指数 资料来源：最闻 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,461.15 | 0.18 | | 深证成指 | | 10,534.58 | 1.17 | | 沪深 | 300 | 3,968.07 | 0.62 | | 中小板指 | | 6,604.69 | 1.42 | | 创业板指 | | 2,164.09 | 1.90 | | 科创 | 50 | 984.95 | 0.24 | 分析师： 李召麒 执业登记编码：S0760521050001 电话：010-83496307 邮箱：lizhaoqi@sxzq.com 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 【行业评论】化学原料：新材料周报（250623-0627）-工信部印发绿色 低碳重要实施方案，生物航煤价格持续上涨 【公司评论】【山证新材料】骏鼎达新设山东基地 研究早观点 【今日要点】 【行业评论】化学原料：新材料周报（250623- ...

证券研究报告 点评报告 2025 年 7 月 3 日 晨会纪要 核[心Ta观bl点e_：Summary] 第一创业证券研究所 一、宏观经济组： 分析师：郭强 证书编号： S1080524120001 电话：0755-23838533 市场正密切关注明天即将公布的 6 月非农就业报告。瑞银预计，6 月非农就业人数 将仅增加 10 万人，失业率或达 4.3%，创 2021 年新高；花旗预计非农就业仅增加 8.5 万人，远低于市场普遍预期的 11 万个新增岗位，失业率将升至 4.4%。而非农 就业增长已连续数月放缓并遭遇大幅下修，从 3 月 22.8 万人降至 4 月 17.7 万人， 再降至 5 月的 13.9 万人，与 ADP 数据趋势相一致；而招聘活动减少、失业救济申 请增加等多重迹象，预示这一趋势预计将在 6 月延续。 "小非农"数据公布后，交易员加大对美联储 2025 年底前至少两次降息的押注。 目前，市场普遍预期 9 月美联储将重新开始降息，但如果 6 月就业或物价数据表 现异常疲软，美联储最早可能在 7 月便采取降息行动。 风险提示： 对上述事件发展趋势的点评，存在由于经济增长、行业竞争、外部经济环境 ...

半年过去，新能源车在销量上增长势头不减。各项数据不断得到优化的新车，足以改变未来车市及竞争 格局。从日前工信部网站公布的减免车辆购置税新能源汽车车型上半年目录可以看出，今年上半年新能 源车新品从动力结构、续航里程、电池能量密度等方面发生了变化。 电替油的节税趋势明显，氢能源商用车表现抢眼 最近，根据全国乘联分会发布的数据综合预估，6月全国新能源乘用车厂商批发销量126万辆，同比增长 29%，今年1-6月累计批发647万辆，同比增长38%。2025年上半年，新能源车新品的技术路线体现出怎 样的发展趋势？最近，全国乘联分会秘书长崔东树从动力结构、续航里程、电池能量密度等几个维度进 行了分析。他指出，今年新能源车目录和近几年正常水平相比，数量较少。2025年新能源车免税目录共 有2533款，由于2024年第一偏多的原因，加之2024年底有第13批。他指出，今年上半年免税车型技术提 升较平稳，纯电动乘用车续航里程在600公里以上的较多，换电车型116款，电池高能量密度的产品较丰 富。2024年下半年以来乘用车没有氢燃料车型推出，2025年汽车增程类车型108款，商用车的重卡类增 程车型也大量推出。 崔东树介绍，由于超 ...

Core Insights - Xiaomi's YU7 has set a new record in the automotive industry by achieving 200,000 pre-orders in just 3 minutes and surpassing 240,000 orders within 18 hours of its launch [2] - The vehicle has received positive feedback from media and users following test drives, indicating strong market interest and support [6][10] - Xiaomi's CEO Lei Jun addressed various concerns during a live stream, including order modifications and user demographics [6][12] Sales Performance - The YU7's pre-order numbers have exceeded expectations, with 240,000 non-refundable orders reported within 18 hours [15] - Only about 10% of YU7's total orders came from existing SU7 customers, indicating strong independent demand for the new model [16][44] - SU7 also performed well during the YU7's promotional period, with 14,000 new orders in June, suggesting that both models can coexist in the market [43][44] User Demographics - The average age of YU7 buyers is approximately 33 years, with a notable 30% of orders coming from female customers [18][31] - Apple users represent 52.4% of YU7 buyers, reflecting a targeted approach to support the Apple ecosystem [18] - The top three purchasing cities are Shanghai, Hangzhou, and Beijing, which are also strong markets for the Model Y [18] Product Features and Innovations - The YU7 features impressive specifications, including a standard range of 835 kilometers and advanced safety features such as dual-layer laminated glass and a robust structural design [21][22] - The vehicle is equipped with high-performance components, including a 700 TOPS computing power standard and advanced driver assistance systems [21][22] - Unique design elements, such as a zero-gravity driver's seat and extensive storage options, cater to user comfort and practicality [25][33] Market Positioning and Strategy - Xiaomi positions the YU7 as a high-performance luxury SUV, differentiating it from competitors like the Model Y [14][23] - The company emphasizes the importance of product quality and user experience, with extensive road testing and quality control measures in place [38][39] - Xiaomi aims to enhance its production capacity to meet the high demand for the YU7 while maintaining a focus on domestic market needs before considering international expansion [52] Competitive Landscape - Lei Jun addressed competitive tactics from rival companies, emphasizing the importance of transparency and confidence in product quality [41] - The company is committed to continuous improvement and innovation, drawing inspiration from industry leaders like Tesla [51] - Xiaomi's strategy includes leveraging its racing experiences to enhance vehicle performance and technology [46][48]

Core Viewpoint - The competition between Tesla and Xiaomi intensifies as Xiaomi's YU7 model launches and gains significant attention, prompting Tesla to respond with adjustments to its Model 3 and Model Y vehicles [2][5]. Group 1: Tesla's Model Adjustments - On July 1, Tesla adjusted the prices and parameters of its Model 3 and Model Y, increasing the Model 3's CLTC range from 713 km to 753 km and reducing its 0-100 km/h acceleration time from 4.4 seconds to 3.8 seconds, with a price increase of 10,000 yuan to a starting price of 285,500 yuan [2][5]. - The Model Y's CLTC range was increased from 719 km to 750 km, while its starting price remained unchanged at 313,500 yuan [2][5]. Group 2: Battery and Performance Enhancements - Tesla claims that the range improvements were achieved through updates in battery chemistry and vehicle optimization, without changing the battery capacity [5]. - Both the Model Y and Model 3 utilize a 78.4 kWh battery, achieving a CLTC range of approximately 9.57 km per kWh [5]. Group 3: Competitive Landscape - Despite facing global scrutiny, Tesla's Model Y sold 24,770 units in May, making it the best-selling SUV [5]. - However, Tesla's sales have seen a year-on-year decline of over 38% due to increasing competition and diminishing returns from subsidies [5]. - Xiaomi's YU7 model achieved 240,000 pre-orders on its launch day, although the delivery period is extended to approximately 56 weeks [6][7].

记得 2018 年创办公社的时候，我们当时花光几十万、耗时近一年，测了 11 款热门车的冬夏两季真实续航，就是想要拨开续航焦虑的迷雾，告诉大家 电车究竟能跑 多远。 关注 「电动车公社」 和我们一起重新思考汽车 不知道大家发现没有，这几年车企提 "续航焦虑" 的频率，要比前几年少了很多。 详情请戳： 花光20万、耗时5个月、11款热门车！16000字告诉你：99%的续航测试，全错！ 但谁能想到，这才过去几年，新能源车就已经出现了天翻地覆的变化—— 纯电车的续航里程从主流的 400km 一路飙升至 600-800km ， 热泵空调、碳化硅电驱、 800V 架构，甚至是 0.20 左右的超低风阻系数，也都不再稀罕。 如果再考虑到 10 分钟补能 400+km 的 5C 电池已经开始普及，各家车企桩企也都在铺设超充桩、并对全体纯电用户开放， 续航焦虑似乎正在变成伪命题。 除了……每年十一和春节的高速 。 （当然，服务区加油排队也是常态） 这种人多车多的大型节假日，有不少人会选择在服务区休息的时候花一个多小时充满电、而不是花半小时充到 80% 就走人，因此充电往往要需要等位。 受限于物理定律，纯电车维持高速行驶， 电 ...

山高环能 20250627 摘要 UCO 价格受碳属性和绿色溢价驱动上涨，欧洲生物航煤强制添加政策及 国内大型工厂投产改变市场格局，UCO 定价权由外商转向国内，生产商 议价能力增强，目前价格约为 7,700-7,800 元/吨。 UCO 品质优于地沟油，价格高 700-800 元/吨。餐厨垃圾处理厂为正规 企业，运营稳定，而地沟油收集商多为个体户，模式分散，部分业务处 于灰色地带。未来正规餐厨垃圾处理厂市场占比将扩大。 中国正规餐厨垃圾处理厂 UCO 年产量约 80-90 万吨，产能扩张缓慢， 因项目审批严格，需地方政府批准，且收运管理精细化要求高，行业平 均收运达成率较低。 未来中国出现大型 UCO 生产商难度大，餐厨垃圾处理项目审批严格， 需具备丰富运营经验，且收运管理存在壁垒，行业内扩张意愿不强，单 个项目规模小，难以快速扩大产能。 UCO 按品质分为餐厨垃圾厂产 UCO、杂货油、潲水油和地沟油，分别 供应 SAF 工厂、掺混原料和生物柴油等市场。非工厂来源 UCO 包含杂 货油和地沟油，杂货油可直接作为 UCO 使用。 Q&A 请介绍一下餐厨垃圾处理和废弃油脂资源化利用行业的背景、产业链以及公司 在 ...