他警告称，随着中国本土车企不断逼近大众、丰田等外国车企仅剩的"最后据点"，西方汽车品牌在中国 可能"再无未来"可言。 【文/观察者网 阮佳琪】 据英国《金融时报》（FT）14日报道，当地时间周三，在伦敦举行的FT汽车未来峰会上，全球第四大 汽车集团Stellantis的核心高管毕高诚（Maxime Picat）表示，他对外国车企在中国市场份额的流失程度 感到"震惊"。 毕高诚 资料图 据FT报道，大众和丰田仍是中国燃油车市场的前两大制造商，合计占据34%的份额。但上海咨询公司 Automobility的数据显示，今年前两个月，外国品牌在华市场份额已降至32%，不到2020年时的一半。 比亚迪已取代大众汽车，成为销量最高的品牌。 报道称，为了应对中国市场的激烈竞争，大众等德国制造商都在加倍押注中国这个主要长期利润来源， 采取"在中国，为中国"战略，力求挽回那些转向价格更实惠、科技配置更丰富的本土品牌电动车的消费 者。去年年底，大众宣布向中国追加25亿欧元投资。 另据路透社报道，就在这场汽车峰会上，大众首席执行官（CFO）阿尔诺·安特利茨（Arno Antlitz）周 二表示，大众将在2026年第三季度前"重新" ...

Financial Data and Key Metrics Changes - For Q1 2025, revenue was $5.9 million, down from $11.5 million in Q4 2024 and $13.2 million in Q1 2024, with 29 units recognized compared to 51 units and 62 units in the previous quarters [24][25] - Cost of goods sold decreased to $4.7 million from $15.2 million in Q4 2024 and $10.4 million in Q1 2024 [24] - GAAP gross margin was a profit of $1.2 million or 20.6%, compared to a loss of $3.7 million in Q4 2024 and a profit of $2.8 million in Q1 2024 [25] - Non-GAAP gross margin was approximately $900,000 or 15%, down from $2.7 million in Q4 2024 but up from $1.7 million in Q1 2024 [25][26] - Operating expenses were $10.5 million, down from $10.9 million in Q4 2024 and $13 million in Q1 2024 [26] - Operating loss for Q1 2025 was $9.3 million, improved from a loss of $14.6 million in Q4 2024 and $10.2 million in Q1 2024 [27] - Cash and cash equivalents totaled $4.8 million, with free cash flow negative at $4.8 million [28][29] Business Line Data and Key Metrics Changes - The company shipped a total of 60 units in Q1 2025, including 31 additional strip chassis for UPS, but only recognized revenue for 29 units due to GAAP standards [24][7] - The MD XT, a new medium-duty chassis cab, was launched, targeting a total addressable market of up to 100,000 units per year in the U.S. [12][15] Market Data and Key Metrics Changes - Customer demand remains consistent, with growing interest from national fleets, while smaller regional operators are leveraging state incentive programs [8] - The market for conventional chassis cab products like the MD XT can sell up to 100,000 units per year, significantly larger than the strip chassis market [39] Company Strategy and Development Direction - The company aims to focus on growth, protecting margins, and managing liquidity with discipline [6][18] - Plans to reduce exposure to tariffs through reshoring and resourcing strategies [10] - The MD XT is positioned as a more affordable and reliable option compared to legacy players, which are pricing their electric chassis cabs over $300,000 [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating challenges such as new emissions rules, tariffs, and interest rates, emphasizing customer trust and reliable truck performance [7] - The company reaffirmed its full-year 2025 guidance for revenue between $50.2 million and $65.8 million, with unit deliveries between 320 and 420 units [29] Other Important Information - The company has made significant progress in collecting receivables, totaling $10.2 million in Q1 2025 [29] - The MD XT is still undergoing safety certifications and is targeted for production ramp-up by Q3 2026 [17] Q&A Session Summary Question: Can you speak about the parts commonality between your step vans and the MD XT? - The MD XT shares over 90% of the same commodity components with the step van, reducing costs and training requirements [35][36] Question: What are potential customers saying about the MD XT? - The market for the MD XT is larger, with several sizable fleets already interested, and it is expected to take time to ramp up orders [40] Question: How should we think about revenue recognition for the UPS units? - The margin profile for large national customers is lower, but this will be offset by other products in the portfolio, with a concentration of deliveries expected in Q2 and Q3 [42][43] Question: Can you provide an update on the ChargeHub? - There is significant interest in the ChargeHub, with orders coming from outside the truck customer base, and the company is exploring additional features for future versions [46][47]

今年以来，我国经济呈现向好态势，社会信心持续提振。汽车市场在政策驱动、技术升级等多重因素推 动下，市场活力持续释放。刚刚结束的上海车展，成为全球汽车新品首发地和技术首秀场，展示出了我 国汽车工业在转型升级浪潮下所蕴含的蓬勃活力和促进市场消费的强大动能。 2025年5月12日下午，中国汽车工业协会信息发布会在北京召开。本次发布会内容主要包括2025 年4月汽车产销数据及经济运行情况。中国汽车工业协会副秘书长陈士华出席本次发布会。 4月25日，中央政治局召开会议，分析研究当前经济形势，部署下一步经济工作。会议指出，要不断完 善稳就业稳经济的政策工具箱，与去年9月一揽子增量政策、中央经济工作会议和全国"两会"部署任务 形成接续，将对经济形成有力支撑，有助于进一步提振汽车内需市场，帮助应对出口负面冲击，巩固拓 展汽车行业稳中向好发展态势。 中国汽车工业协会副秘书长陈士华发布2025年4月汽车产销数据及经济运行情况。 来源： 中汽协会行业信息部 4月，汽车市场总体表现良好，产销较去年同期实现平稳增长。其中，内需潜力加快释放，起到较好支 撑作用；出口在外部环境急剧变化形势下保持稳定；新能源汽车表现活跃，产销延续快速增长态 ...

国际能源署：全球电动汽车市场强劲增长 中国市场继续领跑 金十数据5月14日讯，国际能源署5月14日发布《全球电动汽车展望2025》报告。报告显示，尽管全球经 济面临不确定性，电动汽车市场仍强劲增长。预计2025年，全球电动车销量将突破2000万辆，占新车总 销量超过四分之一。中国市场继续领跑，2024年电动车销量超过1100万辆，占国内新车销量近五成。亚 洲、拉丁美洲等新兴市场也增长迅速，年增幅超过60%。若各国如期履行能源与气候承诺，到2030年， 电动车将占全球新车销量的40%以上。 （央视新闻） ...

国际能源署：预计2025年全球电动车销量将突破2000万辆 占新车总销量超四分之一 国际能源署5月14日发布《全球电动汽车展望2025》报告。报告显示，尽管全球经济面临不确定性，电 动汽车市场仍强劲增长。预计2025年，全球电动车销量将突破2000万辆，占新车总销量超过四分之一。 报告提及，2024年全球电动汽车销量达1700万辆，同比增长约25%，首次占全球汽车市场20%以上； 2025年第一季度，全球电动汽车销量同比增长35%，增势明显。报告还显示，中国市场继续领跑，2024 年电动车销量超过1100万辆，占国内新车销量近五成。亚洲、拉丁美洲等新兴市场也增长迅速，年增幅 超过60%。国际能源署预计，若各国如期履行能源与气候承诺，到2030年，电动车将占全球新车销量的 40%以上。 (央视新闻) ...

数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 助理研究员: 陈思嘉 期货从业资格号F03118799 碳酸锂产业日报 2025/5/13 | | 撰写人：王福辉 从业资格证号：F03123381 投资咨询从业证书号：Z0019878 | | | | | | --- | --- | --- | --- | --- | --- | | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | 期货市场 | 主力合约收盘价（日，元/吨） | 63,220.00 | -820.00↓ 前20名净持仓（日，手） | -26,740.00 | -3735.00↓ | | | 主力合约持仓量（日，手） | 294,226.00 | +9895.00↑ 近远月合约价差（日，元/吨） | -1,200.00 | -240.00↓ | | | 广期所仓单（日，手/吨） | 36,194.00 | -157.00↓ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | 64,600.00 | ...

Group 1 - In April, the retail sales of new energy passenger vehicles reached 905,000 units, representing a year-on-year growth of 33.9% but a month-on-month decline of 8.7% [1] - Cumulatively, from January to April, retail sales totaled 3.324 million units, marking a growth of 35.7% [1] - The penetration rate of new energy vehicles in the overall domestic passenger car market reached 51.5% in April, an increase of 7 percentage points compared to the same period last year [1] Group 2 - Among domestic retail sales in April, the penetration rate of new energy vehicles for independent brands was 72.8%, while luxury brands had a penetration rate of 23.5%, and mainstream joint venture brands only reached 6.8% [1] - The retail market share of independent brand new energy vehicles was 73% in April, an increase of 0.4 percentage points year-on-year [1] - The market share of mainstream joint venture brand new energy vehicles was 3.4%, a decrease of 1.5 percentage points year-on-year [1] Group 3 - The new forces in the market, including brands like Xpeng Motors, Leap Motor, and Xiaomi Motors, contributed to a year-on-year growth of 3.6 percentage points in their market share, which reached 19.4% [1] - Tesla's market share was 3.2% in April, reflecting a year-on-year decline of 1.5 percentage points [1]

（原标题：亟待重组的东风汽车交出4月份成绩单） 5月8日，东风汽车发布的2025年4月产销快报显示，集团在今年前四个月累计销售汽车52.67万辆，同比 下降20.8%。同期产量52.42万辆，同比下降22.6%。在传统业务面临下行压力的同时，尽管新能源板块 保持增长，但整体表现仍显疲态，结构调整的压力持续加大。 从产品结构来看，东风集团传统优势的乘用车业务跌幅显著。1-4月乘用车总销量为40.29万辆，同比下 降23.9%。其中，基本型乘用车（轿车）销量同比下降30.5%，运动型多用途车（SUV）下降19.1%。即 便是MPV板块，虽同比微增2.0%，但体量偏小，难以构成实质性支撑。 商用车方面整体表现略优于乘用车，累计销量为12.38万辆，同比下降8.5%。在细分领域中，中型载货 车实现了84.6%的增长，而重型和轻型载货车则分别下降11.6%和7.4%。 合资品牌集体下滑，盈利支柱动摇 尤为值得关注的是，长期作为东风集团利润核心的合资板块，继续滑坡。2025年前四个月，东风本田累 计销量为9.78万辆，同比下滑42.3%；东风日产（含英菲尼迪与启辰）销量为15.66万辆，同比下降 29.8%；神龙公司（标 ...

智通财经5月8日电，乘联分会发布数据，4月1-30日，全国乘用车市场零售179.1万辆，同比去年同期增 长17%，较上月下降8%，今年以来累计零售691.8万辆，同比增长9%；4月1-30日，全国乘用车新能源 车市场零售92.2万辆，同比去年同期增长37%，较上月下降7%，新能源市场零售渗透率52.3%，今年以 来累计零售334.2万辆，同比去年增长37%。 乘联分会：4月1-30日全国乘用车市场零售179.1万辆 同比增长17% ...

Market Overview - The global aluminum battery box market for electric vehicles is experiencing strong growth, with sales expected to reach $2.29 billion in 2024 and projected to soar to $13.81 billion by 2031, reflecting a compound annual growth rate (CAGR) of 29.7% [3][5]. Market Analysis and Development Trends - The rapid development of electric vehicles is a key driver for the growth of the aluminum battery box market. Global electric vehicle sales surpassed 10 million units in 2022, marking a 61% year-on-year increase, with China and Europe being the main growth engines. In 2022, China's production and sales of new energy vehicles reached 7.058 million and 6.887 million units, respectively, representing year-on-year growth of 96.9% and 93.4% [5][6]. Technological Innovations and Trends - Technological advancements are significantly impacting the development of the aluminum battery box market. Improvements in lightweight, high strength, and corrosion resistance are enhancing the role of aluminum battery boxes in electric vehicles. As battery technology progresses and costs decrease, the demand for aluminum battery boxes is expected to grow further [7]. Application Areas and Market Segmentation - The aluminum battery box market for electric vehicles is witnessing rapid growth across various application areas, including both civilian and military sectors. There is an increasing demand for customized solutions tailored to different vehicle models and usage scenarios, necessitating comprehensive and professional consulting services to meet diverse customer needs [8]. Competitive Landscape and Leading Enterprises - The competitive landscape of the aluminum battery box market for electric vehicles is taking shape, with leading enterprises leveraging advanced technologies and strong market influence. However, there remains ample opportunity for emerging companies to enter the market. As technology continues to advance and the market matures, the competitive landscape is expected to optimize further, providing growth opportunities for more enterprises [9].