访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 热点快讯 百度 Apollo 将于迪拜试运营 4月20日，据智通财经，根据 Statista 发布的最新数据，特斯拉在欧洲的销量一季度全线暴跌。其中，德国、丹麦、瑞典跌幅超过50%，荷兰也接近腰斩。市 场分析人士认为，特斯拉在欧洲市场遇冷的部分原因在于车型过时。中国品牌电动车的不断发展为当地消费者增加了更多价格更实惠的竞争车型。此外，马 斯克介入欧洲政治的举动也激发了欧洲公众的反感情绪，甚至引发越来越多针对特斯拉设施、车辆的暴力破坏行动。（智通财经） 宁德时代发布钠离子电池 "钠新" 第一款产品，今年6月量产 宁德时代正式发布名为"钠新"的钠离子电池，并推出了第一款产品宁德时代纳新 24V 重卡启驻一体蓄电池，今年6月正式量产。据透露，宁德时代的钠离子 电池可以在多面挤压、针刺贯穿、电钻穿透和电池锯断等实验之下，做到"不起火、不爆炸"。（智通财经） 今日好文 迪拜商会将举办第三届迪拜商业论坛 4月20日，迪拜道路与交通管理局（RTA）宣布与百度自动驾驶出行服务 Apollo Go 签署谅解备忘录，将于年内开展以50辆自动驾驶出租车为主 ...

Report 1: Futures Research Report - Shanghai Zinc Morning Report 1. Report Industry Investment Rating - Zinc - Temporarily on the sidelines [1] 2. Core Viewpoints - The export level of automobiles is extremely high, and the demand for zinc in the early stage is relatively strong. However, in the medium - term, the supply of zinc is loose, and zinc prices still face downward pressure [1][2] 3. Summary by Directory Macro & Industry News - In 2025, China's import and export scale increased steadily with improved quality, but the export growth rate slowed down. Automobile and auto - parts exports reached extremely high levels, and motorcycle exports also grew strongly. The monthly export of lithium - ion batteries remained stable at about $5 billion [1] Mine End - In terms of TC changes, the mine end has become fully loose. The TC price in the zinc concentrate market continued to rebound, and the degree of looseness at the mine end increased again [1] Smelting - Smelting profits have been quickly repaired as processing fees rebounded. Pure smelting enterprises are profitable without considering by - product profits. Zinc concentrate enterprises' profits remain high, and the overall profits of integrated enterprises are at a high level. It is expected that smelting output will be high, and the supply side will be fully loose. If the TC price rises to about 4,000 yuan/ton under optimistic conditions, the maximum decline space of zinc prices is expected to remain above 20,000 yuan/ton [2] Demand - The profit of downstream galvanizing is in the process of repair, and the current level is at the middle position since 2018. The consumer - end profit is acceptable and the inventory is low, so the demand side may drive zinc prices to a certain extent. However, in the medium - term, the core contradiction of loose supply remains unchanged, and zinc prices still face downward pressure. Attention should be paid to the support at the previous low of 21,000 yuan/ton [2] Conclusion - Sino - US trade concerns still exist, but the market expects the US attitude to ease, and the sector sentiment has eased. Zinc ingot复产 is on the way, and the uncertainty of galvanizing output growth is still high, which may weaken in the medium - term [2] Operation Suggestion - Wait for an opportunity to short; if there is no rebound, the downward space is limited [3] Report 2: Futures Research Report - Nickel and Stainless Steel Morning Report 1. Report Industry Investment Rating - Nickel - Short after a rebound - Stainless steel - On the sidelines [4] 2. Core Viewpoints - Indonesia's new nickel product tax policy will be implemented, which will intensify nickel price fluctuations. In the short - term, nickel prices have rebounded, but the fundamental surplus trend remains unchanged [4][5] 3. Summary by Directory Macro & Industry News - The Indonesian government officially implemented a new tax policy for nickel products on April 26, 2025. The royalties for various nickel products are dynamically adjusted according to the benchmark price HMA, with ranges such as 14% - 19% for nickel ore, 5% - 7% for nickel pig iron, etc [4] Mine End - Indonesia plans to increase mining royalties in the second week of April, which may support the price framework. In the Philippines, the rainy season in the Surigao mining area continues, and nickel ore prices may rise slightly in the near future. However, the seasonal tightness of nickel ore will improve after April, and there is no continuous upward momentum for mine - end prices [4] Smelting - China imports relatively little pure nickel, while domestic production has recovered rapidly. Although the total supply of domestic electrolytic nickel has decreased month - on - month, the overall supply remains at the highest level in the same period of history. The production cost of electrowinning nickel reached 124,000 yuan/ton at the end of February. The upper pressure line can be determined by the cost of external procurement manufacturers and the critical point of downstream nickel sulfate. The demand support provided by the cost of downstream nickel sulfate is about 134,000 yuan/ton, and the profit critical point of external procurement manufacturers is about 137,000 yuan/ton, both of which have decreased compared with before [5] Demand - Stainless steel is not on the US tariff list. Therefore, under the premise that nickel is on the tariff list, the export demand for stainless steel may increase, forming a strong - weak relationship with nickel. The relatively firm price of nickel iron makes the profit of stainless steel manufacturers low, which may affect subsequent production and reduce the demand for nickel [5] Conclusion - Sino - US trade concerns still exist, but the market expects the US attitude to ease, and the sector sentiment has eased. Due to the previous price reaching the cost - expected level, nickel prices rebounded in the short - term. However, the fundamental surplus trend remains unchanged, and the support at the mine end is not sustainable. Attention should be paid to the improvement of the tight pressure at the mine end after the Philippines emerges from the rainy season and the difference in demand strength between stainless steel and nickel due to the US tariff policy [5] Operation Suggestion - Short after a rebound [6]

撰 文 / 钱亚光 设 计 / 赵昊然 2025年头一个月，中国汽车市场迎来近年来的历史新低。 据中国汽车流通协会乘联分会数据，2025年1月全国乘用车市场零售179.4万辆，同比下降12.1%， 环比下降31.9%，这一数据在过去10年中仅高于2020年和2023年的1月。作为参考，去年12月国内狭 义乘用车市场零售销量达263.4万辆，同比增长12.0%，环比增长8.6%。 | | | | | | 总体市场-2025年1月零售、批发销量分析表 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 零售(4) | | | | | | | 批发(9) | | | | | | | | 線 鱼仪:万辆) | 轿车 600 | MPV STER | SUV 800 | 狭义乘用车 合计 | 微客 CLC | 广义乘用车 合计 | 销量 单位:万辆 | 轿车 600 | MPV SED | SUV 8 | 狭义乘用车 ਵੰਸ | 微客 6 | - V 転用生 合 ...

以下文章来源于凤凰网财经 ，作者凤凰网财经 凤凰网财经 . 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢 迎访问：http://finance.ifeng.com/ 中国汽车受到热捧。 作者 | 凤凰网财经 来源 | 凤凰网财经 （ID：finance_ifeng） 越来越多的汽车经销商开始在海外不断寻求新的市场机会，从俄罗斯到中东，他们靠贸 易赚取早期市场爆发时的高额利润。而如今他们又瞄准了非洲，津巴布韦、埃塞俄比 亚、加纳等这些或许在许多人心中仍显陌生的国度，正成为汽车经销商们新的逐梦之 地。 而非洲这片常被外界以"贫穷"的标签所笼统概括的土地，却也蕴藏着惊人的财富与潜 力。当我们将目光聚焦于汽车市场，一个令人惊讶的现象正悄然上演：售价高达四十多 万人民币的中国汽车，也正在受到当地"土豪"们的热捧。 售价是国内的两倍还要多 2 0 24年7月2 5日，阳光穿透哈拉雷蔚蓝的天空，洒在了一座崭新而现代感十足的建筑物 上——这是彭贤在津巴布韦首都哈拉雷创业半年后正式启用的新办公室，占地整整3 0 0 0 平方米，里面还配备了游泳池。 这一现象并不难理解，非洲的中低收 ...