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Prediction: Lucid Group Could Lose a $200 Million Revenue Source That Is Nearly 100% Profit
The Motley Fool· 2025-07-12 08:43
Lucid Group (LCID -1.93%) has a very exciting future. Analysts forecast sales to surge this year by more than 70%. Next year, they should spike even higher, with 97% growth expected.But there's one hidden challenge that few investors may be paying attention to. It will affect nearly every electric vehicle (EV) stock, including Rivian and Tesla. Lucid Group may lose this $200 million profit sourceIt's hard to be an EV producer. Over the last decade, more than 30 EV start-ups have either faced bankruptcy or q ...
ECARX Deepens Global Strategic Partnership with Samsung Group to Build Open Technology Ecosystem for Automotive Intelligence, Robotics, and AI Markets
Globenewswire· 2025-07-11 11:00
SHANGHAI, July 11, 2025 (GLOBE NEWSWIRE) -- ECARX Holdings Inc. (Nasdaq: ECX) (“ECARX” or the “Company”), a global mobility technology provider, today announced it has entered into a global strategic partnership with Samsung Group (“Samsung”), marking a new phase in their collaboration. This strengthened partnership will accelerate the commercialization of cutting-edge automotive intelligence technologies across automotive intelligence, terminal devices, and smart hardware, with the aim of building a sustai ...
中通客车: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-11 09:15
特此公告。 中通客车股份有限公司董事会 股票简称:中通客车 股票代码:000957 公告编号:2025-041 中通客车股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 (一)业绩预告期间:2025 年 1 月 1 日至 2025 年 6 月 30 日 (二)业绩预告情况:同向上升 项目 本报告期 上年同期 盈利:16,500 万元至 21,000 万元 归属于上市公司股 东的净利润 盈利:11,094.60 万元 比上年同期上升 48.72%至 89.28% 扣除非经常性损益 盈利:15,500 万元至 20,000 万元 后的净利润 盈利:10,009.12 万元 比上年同期上升 54.86%至 99.82% 基本每股收益 盈利:0.28 元/股至 0.35 元/股 盈利 0.19 元/股 二、与会计师事务所沟通情况 本次业绩预告相关的财务数据未经注册会计师预审计,但公司已 就业绩预告有关事项与年报审计会计师事务所进行了预沟通,公司 与审计会计师在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 报告期内,公司出口 ...
Can Ouster Tap $20B Automotive LiDAR Boom With Scalable Solutions?
ZACKS· 2025-07-10 16:16
Key Takeaways OUST targets a $20B LiDAR market, spanning robotaxis, EVs, ADAS and autonomous commercial vehicles. Scalable hardware-software platforms and OEM partnerships position OUST for long-term automotive growth. Estimates for OUST's 2025 and 2026 earnings and revenues have moved higher over the past 60 days.Ouster Inc. (OUST) has identified a $20 billion opportunity in the automotive LiDAR market across segments such as robotaxis, autonomous trucking, shuttles, buses and consumer ADAS. This growth ...
Allegro MicroSystems to Announce First Quarter Fiscal Year 2026 Financial Results
Globenewswire· 2025-07-10 12:00
First Quarter Fiscal Year 2026 Earnings Conference Call Date: Thursday, July 31, 2025 Time: 8:30 a.m. EDT Live Webcast Link: Click Here Dial-in Participant Registration Link: Click Here Contact: Jalene Hoover VP of IR & Corporate Communications Phone: +1 512 751 6526 jhoover@allegromicro.com Advanced registration is required for dial-in participants. Please complete the linked registration form above to receive a dial-in number and dedicated PIN for accessing the conference call. A live and archived audio w ...
芯片人注意!还有1天!ICDIA 2025创芯展即将盛大开幕
半导体芯闻· 2025-07-10 10:33
Group 1 - The ICDIA 2025 event will take place on July 11-12 at the Suzhou Jinji Lake International Conference Center, featuring the second third meeting of the China Integrated Circuit Design Alliance Council to summarize and discuss the main work of the alliance and industry development issues [1] - The event will include various forums such as the IC Design Forum, AI Developer Forum, and Automotive Chip Forum, highlighting the participation of distinguished guests [1] - A white paper on the application areas of automotive safety chips will be released during the conference [1]
RBC Capital raises Tesla stock price target
Finbold· 2025-07-09 11:41
Core Viewpoint - RBC Capital has raised its Tesla stock price target from $307 to $319, maintaining an Outperform rating, reflecting confidence in the company's performance and market position [1]. Group 1: Stock Performance and Analyst Ratings - The new Tesla stock price target of $319 is 8.5% above the average analyst prediction of $294 based on aggregate ratings [2]. - Analyst Tom Narayan noted that Tesla met analyst expectations with 384,000 vehicle deliveries in Q2, aligning with company-polled consensus [1]. - Tesla's market capitalization stands at $959.23 billion, reinforcing its leadership in the automotive sector [1]. Group 2: Financial Projections - RBC Capital projects Tesla's automotive gross margins, excluding regulatory credits, to reach 13.7% in Q2, slightly above the consensus estimate of 13.4% [3]. - For the end of the year, automotive gross margins (ex-credits) are anticipated to be 13.6%, which is slightly below the average forecast of 13.9% [3]. Group 3: Delivery Expectations - RBC Capital predicts a 7% year-over-year decline in Tesla's total vehicle deliveries, which is a more optimistic outlook compared to the broader market prediction of an 8% decline [4].
雷迪克: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-09 10:17
Performance Forecast - The company expects a net profit attributable to shareholders of listed companies to increase by 40.48% to 58.53% compared to the same period last year, with an estimated profit of 58.75 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to rise by 44.40% to 64.79%, with an estimated profit range of 75.12 million to 85.73 million yuan [2] Reasons for Performance Change - The company has successfully obtained supplier qualifications from several major domestic automakers, including Great Wall, Changan, SAIC, GAC, Geely, Xiaopeng, Leap Motor, Jiangling, and Dongfeng, leading to a gradual conversion of various designated projects into increased orders [2] - The overall order volume is robust, and the pre-reserved production capacity at the Ward plant has been released, resulting in an efficient match between orders and production capacity, indicating a positive trend in the main business development [2]
芯片人注意!还有2天!ICDIA 2025创芯展即将盛大开幕
半导体芯闻· 2025-07-09 10:07
扫码在线报名 扫码查看议程 ICDIA 20 2 5 参会指南 高峰论坛嘉宾前瞻 IC设计专题论坛嘉宾前瞻 AI开发者论坛嘉宾前瞻 汽车芯片专题论坛嘉宾前瞻 《汽车安全芯片应用领域白皮书》发布前瞻 大会信息一览 点击查看 ICDIA 2025 创芯展将于7月11日-12日在苏州金鸡湖国际会议中心举行,同期还将召开 中国集成电 路设计联盟理事会第二届第三次会议 ,对联盟的主要工作进行总结和探讨,交流行业产业发展问 题。 ...
高盛:华虹半导体_管理层电话会议_满负荷利用率支撑价格走势;尽管有折旧与摊销负担,毛利率仍有望改善;评级中性
Goldman Sachs· 2025-07-09 02:40
7 July 2025 | 3:27PM HKT Hua Hong (1347.HK): Mgmt. Call: Full UT rate to support pricing trend; GM improvements ahead despite D&A burdens; Neutral We hosted Hua Hong management on July 7 in our China Semis Corp Call series (July 7 - 10). Key discussions were around pricing strategies, UT rates, the company's capacity expansion plans and outlook on margin levels. Overall, Hua Hong remains positive on their operations, with UT rates of its major fabs at 100% or above, supported by a strong demand across power ...