Financial Data and Key Metrics Changes - Q1 revenue was €37.6 million, meeting guidance but down 13% year over year [6][29] - Gross margin improved to 38.1%, within the guided range of 37% to 39%, reflecting a 634 basis point improvement quarter over quarter [9][30] - Adjusted EBITDA loss was €7.8 million, the best result since going public, representing a 42% improvement year over year [11][32] - Cash and cash equivalents totaled approximately €40.6 million, with total debt remaining stable at approximately €199 million [33][34] Business Line Data and Key Metrics Changes - AC sales in Europe were soft, contributing €25.5 million or 68% of total revenue, down 14% year over year [12][14] - North America contributed €11.4 million or 30% of total revenue, showing a 142% year over year growth [13] - DC fast charging sales increased by 41% compared to the previous quarter, but remained volatile [30][18] - Software and services generated €8 million, representing 21% of total revenue and a 60% increase year over year [20] Market Data and Key Metrics Changes - The European EV market showed solid growth of 21% year over year, indicating recovery [12] - The global EV market reported 1.7 million EVs sold, a 20% growth compared to last year [25] - North America is becoming increasingly important, with significant production capabilities established [28] Company Strategy and Development Direction - The company is focused on optimizing costs while expanding sales, leveraging a new business unit structure [10][11] - There is a commitment to rightsizing the organization and expanding gross margins as revenue scales [11][27] - The company aims to build a strong backlog and stabilize sales, particularly in the EV market [11][38] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about stabilizing sales and building a strong backlog, despite macroeconomic volatility [11][27] - The company remains cautious about the impact of tariffs and the evolving automotive supply chain [26][27] - Future guidance for Q2 2025 includes revenue expectations of €37 million to €39 million and a gross margin between 37% and 39% [38] Other Important Information - The company has successfully negotiated an 18-month interest-only period with primary lenders, enhancing liquidity [34] - Inventory levels have decreased by 29% year over year, reflecting effective optimization efforts [36] Q&A Session Summary Question: Thoughts on ABL integration and industry consolidation opportunities - Management reported successful integration with significant synergies achieved, with a focus on cross-selling products across regions [42][44] - Current focus is on becoming cash positive before exploring new acquisitions [50] Question: Additional traction for Quasar beyond Kia - Management indicated ongoing efforts to establish partnerships in Europe, with new customer demand emerging [52][53] Question: Competitive landscape and market opportunities - The company sees significant opportunities in the US market due to competitors shifting focus away from hardware solutions [56][58] - In Europe, the company benefits from a strong geographical footprint and established presence in multiple markets [60][61] Question: Expectations for product mix and its impact on margins - Management expects to maintain a similar product mix in Q2, focusing on building backlog to improve operational efficiency [64][66]

凤凰网科技讯 北京时间5月7日，据《商业内幕》报道，特斯拉正在欧洲经历一场噩梦，如今在英国的 销量也被两家知名度不高的中国汽车品牌超越。 特斯拉上个月在英国仅售出512辆汽车，较2024年4月的1300多辆大幅下滑。这表明，外界对特斯拉CEO 埃隆·马斯克(Elon Musk)的反感正持续冲击其欧洲销量。 特斯拉的销量远远落后于其主要竞争对手比亚迪（002594），后者4月在英国售出2511辆汽车，同比增 长650%。 不仅如此，特斯拉的表现甚至还被两家知名度不高的中国汽车品牌Jaecoo和Omoda(欧萌达)甩在身后。 据悉，两个品牌都是奇瑞汽车为进军海外市场而推出的新品牌，Jaecoo为高端定位，产品主打越野风格 SUV，强调性价比和品质；Omoda面向年轻、时尚的消费群体，以新世代硬核潮跑SUV为标签，注重时 尚、智能和高性价比。 根据英国汽车制造商与贸易商协会(SMMT)的数据，尽管Jaecoo和Omoda去年才在英国上市，但今年4月 分别售出1053辆和910辆汽车。Jaecoo和Omoda在英国销售多种车型，包括电动汽车、混合动力车以及 燃油车。相比之下，特斯拉只销售电动汽车。 《商业内幕》表示， ...

Core Viewpoint - The news discusses the emergence of a new extended version of the Wanjie M9 SUV, tentatively named Wanjie M9L, which is expected to offer enhanced space and features compared to the existing model, potentially targeting the high-end market segment [1][3][4]. Group 1: Product Features and Specifications - The Wanjie M9L is expected to have a length exceeding 5.4 meters, providing significant space enhancements over the current Wanjie M9, which is already over 5.2 meters long [3][4]. - The additional space may allow for advanced features such as third-row luxury seating and onboard refrigerators, enhancing the overall user experience [3][4]. - The pricing for the Wanjie M9L is anticipated to be between 550,000 to 650,000 yuan, with a possibility of reaching 700,000 yuan [4]. Group 2: Market Position and Demand - The Wanjie M9 has been a strong performer in the luxury SUV market, leading sales for 11 consecutive months in the 500,000 yuan and above segment, with over 36,000 pre-orders within 21 days of the 2025 model's launch [4][5]. - The introduction of the Wanjie M9L is seen as a response to diverse market demands, aiming to cater to family users and business professionals seeking more spacious vehicles [7][8]. - However, the market may not require the Wanjie M9L as urgently, given the existing strong sales of the standard M9 and other models like the M7 and M8 [8][9]. Group 3: Competitive Landscape - The automotive market is witnessing a trend of extended flagship SUVs, with competitors like BYD and Land Rover also launching similar models, indicating a growing segment for larger vehicles [12][14]. - The Wanjie M9L's success may be challenged by high pricing, which could deter some consumers, as well as the limited number of buyers willing to pay for enhanced third-row experiences [9][16]. - The company is strategically focusing on the high-end market while maintaining a diverse product lineup to avoid internal competition among its models [16][17].

Core Insights - Tesla is facing significant sales declines in Europe, with major markets experiencing double-digit drops, marking four consecutive months of decline [1][4][5] - The decline in sales is attributed to a boycott linked to Elon Musk's political views and increased competition from Chinese electric vehicle manufacturers [5] Sales Performance - In April, Tesla's sales in Sweden plummeted by 81%, Germany saw a nearly 50% drop, and France's sales decreased by 59% [1][4] - The UK market reported a 62% decline in deliveries year-over-year, reaching a two-year low, with Tesla's market share dropping from 12.5% to 9.3% [4] - Overall, Tesla's new car registrations in Germany fell by 46% in April, with a 60.4% year-to-date decline, totaling 5,820 vehicles [4] Market Trends - The decline in Tesla's sales in Europe is part of a broader trend, as the company's global deliveries fell by 8.5% year-over-year in Q1, and its stock price has dropped approximately 30% since the beginning of the year [4] - Notably, Tesla's sales in Norway and Italy increased by 12% and 29%, respectively, although Italy's overall automotive sales decreased by 4% [4] Competitive Landscape - The rise of Chinese electric vehicle manufacturers, particularly BYD, is impacting Tesla's market position, with BYD's sales in Germany surging over eightfold in April [4][5] - Tesla's older model lineup is struggling to compete with newer offerings from competitors, which feature advanced charging speeds and lower prices [5] - Anticipation surrounds the updated Model Y, expected to start deliveries in June, but it will take time to assess its market reception [5]

"五一"假期，App突发故障、官网无法访问，引发众多哪吒汽车车主集体吐槽。随后，有消息称，哪吒 汽车App"断网"源于流量欠费，假期无人维护。5月6日，哪吒汽车方面辟谣称，初步判断App出现系统 故障，目前已经修复，与流量欠费无关。事实上，这已不是哪吒汽车App及官网首次"掉链子"。自经销 商、供应商堵门讨债开始，哪吒汽车官网和App便相继出现异常及断网等问题。在资金压力下，苦撑的 哪吒汽车只能"缝缝补补"。 经历经销商、供应商堵门讨债后，哪吒汽车的运营维护问题频出。 "App崩溃后无法锁车，车也动不了。"一位哪吒汽车车主表示，今年5月3日上午，哪吒汽车App的界面 直接变成登录页面，同时显示网络不佳，随后在社交平台上发现不少车主均遇到相同的App崩溃问题。 北京商报记者了解到，从5月2日起，众多哪吒汽车车主在社交平台上吐槽"哪吒汽车App全面崩溃，无 法启动"以及"官网无法正常访问"。有车主称，尽管可以打开哪吒汽车App，但无法更新车辆定位或无 法查看充电提示及续航里程等信息。 随后，有消息称，哪吒汽车App出现断网等问题，主要由于假期无人维护导致的流量欠费。对此，哪吒 汽车方面回应称："此次App故障与流 ...

近段时间，小微型汽车领域迎来了新的发展契机。从雷诺专为日产量身打造的微型电动汽车，到奇瑞以纯电动技术让经典车型QQ"重获新生"，再到 雷丁推出的A50系列车型，乃至蔚来旗下的萤火虫车型，一款又一款新颖别致的小车集中发布或者上市，为小车市场注入了勃勃生机。回顾小微型汽车的 发展历程，尽管在不同阶段曾有过短暂的辉煌，但往往难以维持长久的发展态势。如今，在车企利润率普遍下滑、行业竞争愈发激烈的背景下，这一轮小 微型汽车的火热究竟能带来怎样的成效，仍是一个未知数。 新车型扎堆上市 据报道，雷诺集团将与日产汽车携手，推出一款基于下一代雷诺Twingo的纯电动微型车。据雷诺集团于3月31日透露的消息，这款日产版Twingo预计 将于2026年面世，其设计工作将由日产汽车全权负责。低价策略将成为这款新车的利器，预售价有望控制在2万欧元以内。 在雷诺集团借助小车助力日产提升市场竞争力之际，奇瑞汽车宣布了曾经的国民车型QQ的复活计划。据透露，全新奇瑞QQ将以纯电动汽车身份再度 返回市场。从全新奇瑞QQ的申报图中可以看出，这款车将悬挂"QQ"字样的全新标识，车尾则印有"多米"二字。尽管号称是经典车型的复活之作，但全新 车型在外观 ...

出品丨虎嗅汽车组 作者丨肖漫 头图丨视觉中国 零跑、小鹏、理想已经连续三个月坐稳新势力车企前三强。 今年 4 月，零跑、小鹏、理想分别交付新车4.1万台、3.5万台、3.39万台，紧随其后的是小米、蔚来、深蓝、极氪、阿维塔、岚图、智己，且目前仅有智己 一家交付未过万，单月交付4366 辆。 紧随其后的是理想汽车，共交付 33939 辆新车，环比下降 7.46%。走量车型理想 L6 4 月正值焕新时期，增量或在 5 月开始显现。 理想L6打头阵的原因主要有两方面，一是理想L6的用户相对更年轻，很多用户都是急于首购或置换；二是理想L6 Pro的销量占比比其他车型要高，约占销量 1/2。 L系列全系车型都将在 5 月迎来全面焕新，升级智驾芯片为地平线征程6M和英伟达Thor，智驾将成为理想L系列车型今年的核心卖点之一，同时Pro版增加激 光雷达。 鸿蒙智行已经连续2个月未公布月销量，仅是在5月1日交出了一张"单日成绩单"，表示全系车型单日大定突破5000台。 从四月新势力车企交付情况来看，性价比、增程车型依旧是目前新能源汽车市场上量的关键因素。 小鹏、零跑性价比当道 零跑汽车4月交付41039辆，环比增长10.63 ...

巴斯夫CFO：除中国外，全球汽车市场正在下滑。 ...

韩系电池企业继续拓展美国电动汽车市场！ 4月25日，据财联社等多方媒体报道，韩系三大电池企业之一SK On宣布，已 被选定为美国电动汽车初创公司Slate的电池供应商。 根据协议， SK On将在2026年至2031年期间（6年时间）向Slate供应20GWh的电池 ，并可以选择随着生产规模的扩大而增加数量。 据悉，合同的财务条款没有披露，但业界估计价值约为4万亿韩元（约合 202.8亿人民币）， 这些电池足以为大约30万辆中型电动汽车提供 动力。 01 Slate： 来自 贝佐斯的"秘密武器" 资本方面， Slate已经完成多轮融资，包括 2023年完成的A轮融资，筹集资金至少达1.11亿美元以及2024年年底完成的 B轮融资，据悉 Slate 已授权发行将近5亿股B轮优先股，每股发行价格为2.37美元。 02 美初创车企频频"下定"韩系电池厂 事实上，作为昔日燃油汽车大国的美国， 在电动汽车领域一直致力于打造自己的品牌，并试图追赶中国以领先行业。可以看到，近几年诸如 Slate一般的电动汽车新势力层出不穷。但综合来看，目前进展和市场占有率较高的只有特斯拉一家。 此外，由于电动汽车配套产业和技术的成熟度较低 ...

智通财经4月30日电，乘联分会发布数据，4月1-27日，全国乘用车市场零售139.1万辆，同比去年4月同 期增长10%，较上月同期下降10%，今年以来累计零售651.8万辆，同比增长7%；4月1-27日，全国乘用 车新能源市场零售72.8万辆，同比去年4月同期增长24%，较上月同期下降10%，全国新能源市场零售渗 透率52.3%，今年以来累计零售314.8万辆，同比增长33%。 乘联分会：4月1-27日全国乘用车市场零售139.1万辆 同比增长10% ...