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汽车创新之争从街道打到了赛道
Di Yi Cai Jing· 2025-06-10 07:55
"我了解到,有两三家公司正在考虑将研发负责人调往中国,或者将中国研发负责人调往全球总部,以 便更好地学习中国市场的经验。此外,还有一些公司正在调整部门布局。至少有两三家主要的汽车零部 件供应商已经将其创新和技术部门负责人调往上海。"塔塔咨询服务中国区负责人SuneetPuri告诉第一财 经。 在上海举办的电动方程式锦标赛(下称"FE")期间,SuneetPuri接受了记者采访。2014年,FE首场赛事 在北京开启。十年间,FE赛事就如中国汽车市场一样,经历了剧烈变化。一切向着电动化和智能化迈 进,超常规的发展速度,伴随着超常规的挑战。 能量的竞争 FE是一项激情的运动,速度中伴随着风险。FE与其他汽车赛事大相径庭的是,车队与车手必须在整个 比赛过程中进行高效的能量管理。 "所有初次接触电动方程式的车手都会发现这一点非常困难。"在上海FE赛事开始之前,记者在位于上 海市嘉定区的赛车场采访了车手米奇·埃文斯。他认为能量管理是电动方程式的一项巨大挑战。"我认为 很多人在加入电动方程式之前都低估了这一点。" FE上海站第一天的比赛,启用了进站超级快充。赛车在比赛过程中进站一次,充电30秒以补充近10%的 能量。 即便 ...
盘前飙涨!VinFast(VFS.US)Q1营收超预期 重申今年交付量至少同比翻一番
智通财经网· 2025-06-09 13:12
Core Viewpoint - VinFast reported a significant revenue increase of approximately 150% in Q1, reaching $656.5 million, surpassing analyst expectations, but still faced rising sales and operational costs leading to a net loss of $712.4 million, a 20% increase from the previous year [1][2]. Financial Performance - Q1 revenue grew to $656.5 million, exceeding analyst forecasts - The company reported a net loss of $712.4 million, a 20% increase year-over-year - Earnings per share loss was $0.30, slightly worse than the expected $0.28 loss [1] Cost Structure - Sales costs for the first quarter reached $887.5 million, up 112.9% from the previous year - Operating loss for the quarter was $485.6 million, a 20.3% increase year-over-year - Gross margin improved from -58.7% to -35.2% year-over-year [1] Delivery and Production - VinFast delivered 36,330 vehicles globally in Q1, a 296% increase year-over-year - The company also delivered 44,904 electric scooters, marking a 473% increase [1] Financial Support and Expansion Plans - As of the end of Q1, VinFast held $96.6 million in cash and cash equivalents - The company continues to receive financial support from its parent company Vingroup and its founder, Pham Nhat Vuong, who has invested nearly $1 billion in 2023 and 2024, with a commitment of an additional $2 billion by 2026 [2][3] - Vingroup has provided $1.2 billion in loans to VinFast, with $825.4 million of Vuong's promised $2 billion already disbursed [3] Market Focus - VinFast is focusing on establishing a foothold in price-sensitive Asian markets, with plans to open a factory in Tamil Nadu, India, on July 30, delayed by one month [2] - The company aims to deliver over 200,000 vehicles in Vietnam this year and has no immediate plans to expand sales in North America and Europe due to high logistics costs [2]
美国民众对电动汽车的兴趣正逐渐消退
财富FORTUNE· 2025-06-09 13:04
电动汽车对买家的吸引力已大不如前。图片来源:Getty Images 如今消费者面临的电动汽车选择比以往任何时候都要多,但这类燃油替代型轿车与卡车的市场需求却跌 至2019年以来的最低水平。 美国汽车协会最新发布的一份报告表明,消费者购买电动汽车的意愿正持续走低,仅有19%的受访者称 自己"可能"或"极有可能"把电动汽车选为下一辆座驾。与此同时,坚决抵制购买电动汽车的人数呈现上 升态势,63%的受访者表示"不太可能"或"完全不可能"购置电动汽车,该比例创下2022年以来的峰值。 尽管消费者依旧如往常那般期望通过购买电动车节省燃油费用(74%的受访者表示这是购买电动车的主 要动因),且59%的人明确提及环保因素,但美国汽车协会指出,高昂的电池维修成本(62%)以及购 车价格(59%)是阻碍消费者转向电动汽车的关键因素。 美国汽车协会的报告中未提及,但几乎可以确定的影响因素是,过去一年针对全球最大电动车品牌之一 ——特斯拉的抵制风潮,尤其是针对其首席执行官埃隆·马斯克。 查看《如何看待泡泡玛特创始人成河南新首富?》的精彩观点 推荐阅读 FORTUNE FORTUNE FO REUNE FORTUNE 申报入口|2 ...
阿尔特成立智能机器人科技公司 已启动多个机器人项目研发工作
Core Viewpoint - The company Altrate has officially entered the robotics industry by establishing a joint venture, Beijing Alruite Intelligent Robotics Technology Co., Ltd., marking a strategic expansion into the smart technology sector [1] Group 1: Company Strategy and Development - Altrate has formed a top-tier elite team and is expanding its technical team while fostering partnerships with educational institutions to create an integrated innovation platform [1] - The new company, Alruite, will focus on integrated design and development platforms, leveraging automotive engineering technology to provide customized robotic solutions across various applications [1][2] - Alruite has initiated research and development projects for multiple types of robots, including wheeled robots, underwater robots, drilling robots, and pet bathing robots [1] Group 2: Technological Support and Infrastructure - Alruite will build an integrated simulation training platform powered by NVIDIA Isaac technology, which is recognized as a comprehensive simulation platform for providing virtual training environments for robot development [2] - The company is strategically located in the Beijing Economic and Technological Development Zone, which has been focusing on the robotics industry since 2023 and has attracted numerous related enterprises [2] - Cloud Vision Technology, a partner in the joint venture, will contribute its expertise in visual recognition technology, essential for enabling robots to perceive their environment and navigate autonomously [2] Group 3: Existing Business and Recent Contracts - Altrate is the only independent automotive design company in A-shares, specializing in full-process R&D of vehicles, development of new energy intelligent platforms, and manufacturing of core components [3] - The company has successfully developed nearly 500 vehicle models for over 80 domestic and international clients, including notable brands such as Li Auto and Hongqi [3] - Recently, Altrate secured significant contracts, including a technology development contract worth approximately 214 million yuan with a global client for a new energy vehicle project [4] - Additionally, Altrate signed contracts totaling about 337 million yuan with Future Energy for the development and procurement of large-scale electric vehicle conversion kits [4]
宝马和奔驰的电车跑得比EPA预估里程更远
汽车商业评论· 2025-06-07 14:35
设 计 / 琚 佳 来 源 / w w w. c o n s u m e r r e p o r ts. o r g , i n si d e e v s. c o m 即便是最狂热的电动汽车支持者也会告诉你,通常情况下,你所预期的续航里程与电动汽车实际续 航里程之间往往存在很大差距。电动汽车的实际续航里程会受到许多因素的影响,比如外界温度、 轮胎状况、加速的平顺程度以及在公路上的行驶速度等。 许多电动汽车的宣传续航里程与它们在公路长途旅行中实际能行驶的里程之间存在显著差异,正如 《消费者报告(Consumer Reports)》的测试所显示的那样。当以70英里/时(112公里/时)的恒定 速度行驶时,CR测试的一些车辆的实际续航里程比其宣传的续航里程短达50英里(约80公里), 而另一些车辆则超过了其宣传的EPA预估值——有的甚至超过70英里(112公里)。 "当你远离家乡且没有可靠的充电设施时,续航里程就显得尤为重要。"CR汽车测试开发部门的副 总监亚历克斯·克尼泽克(Alex Knizek)说道。"如果在公路上没电了,你可能就需要被拖走,这既 不方便又成本高昂。" 但与传统汽车和混合动力车的里程估算不同 ...
彭博电动汽车价格回报指数收跌0.65%,报2396.69点,本周累计上涨1.59%,周二至周四持续上涨。
news flash· 2025-06-06 20:37
彭博电动汽车价格回报指数收跌0.65%,报2396.69点,本周累计上涨1.59%,周二至周四持续上涨。 ...
特斯拉,大跌!一夜蒸发一个比亚迪
第一财经· 2025-06-06 05:26
2025.06. 06 本文字数:1646,阅读时长大约3分钟 作者 | 第一财经 肖逸思 昨夜,与特斯拉CEO马斯克与特朗普公开骂架同时发生的,还有特斯拉(TSLA.US)股价的大跌。 继在今年3月10日经历"黑色星期一"后,美东时间6月5日,特斯拉股价遭遇了"黑色星期四",当日 收跌14.26%,报284.7美元/股。 这一夜,特斯拉总市值蒸发了超1500亿美元(约合人民币超万亿 元),这相当于比亚迪的A股总市值。 消息面上, 马斯克和特朗普的公开决裂,以及"大而美"法案将带来的电动汽车补贴削减预期,都可 能对特斯拉接下来的发展带来直接影响。 据悉,"大而美"法案将削减美国当前对电动汽车的补贴。根据法案内容,美国将从2027年起完全废 除联邦新能源车购车补贴,7500美元的新车税收抵免和4000美元的二手电动车抵免将分别在2026 年和2024年底被取消。值得注意的是,大型车企如特斯拉、通用、福特等已超出20万辆车辆的税收 抵免上限,新政下这些品牌基本将不再享有补贴。 特朗普的上述讲话也引起了马斯克在公开社交平台的反击,这也引发了昨夜两人之间的一场直接公开 骂架。马斯克称:"如果没有我,特朗普将会输掉选举 ...
马自达将在日本山口县工厂生产新款纯电动汽车
news flash· 2025-06-06 07:25
日本马自达公司日前宣布,计划2027年推出的纯电动汽车将在山口县防府市的防府工厂生产。新车将搭 载计划在山口县岩国市新工厂制造的锂离子电池。防府工厂目前生产SUV"CX-80"等7种车型。马自达 计划,今后EV与燃油车使用同一生产线制造,与新建EV专用工厂相比,初期设备投资可减少85%。(智 通财经) ...
特朗普马斯克骂战持续:威胁终止超百亿合作,特斯拉股价大跌
Nan Fang Du Shi Bao· 2025-06-06 06:43
然而,一周后,伴随着马斯克对特朗普正在强硬推行的一项大规模税收与支出法案(即"大而美"的税改 法案)的批评越发激烈,两人间矛盾爆发。当地时间4日和5日,特朗普与马斯克开始在不同的社交平台 上轮番发帖"对骂"。 当地时间6月5日,美国总统特朗普与其曾经的亲密盟友、著名企业家埃隆·马斯克之间的"骂战"进入白 热化阶段。显著导火索是特朗普正强硬推行的一项大规模税收与支出法案,随后话题延展至总统大选、 电动汽车"强制令"等。南都记者注意到,骂战爆发后,特斯拉5日股价暴跌,而特朗普威胁终止马斯克 公司与政府的合同等,价值或超百亿美元。 当地时间5月30日,马斯克结束作为"特别政府雇员"的130天任期,从政府效率部离开。当时,特朗普在 白宫椭圆形办公室为其举行了亲密的欢送仪式,表示马斯克"并非真的离开",还会继续"往返"白宫,还 把政府效率部比作马斯克的"心血结晶"。马斯克在随后的发文中也对特朗普表示了感谢。 针对马斯克对"大而美"的税改法案提出的批评,特朗普表示,过去,马斯克对此法案内部运作十分了解 且毫无异议,此次爆发仅是因为要撤销马斯克强推的电动汽车"强制令",使其感到利益受损。 此外,他还驳斥了"如2024年总统 ...
马斯克特朗普撕掉万亿
3 6 Ke· 2025-06-06 04:13
Group 1 - The public feud between Elon Musk and Donald Trump has escalated significantly, impacting Tesla's stock price and market capitalization [5][10][28] - Tesla's market value has dropped by $150 billion, marking the largest decline since the pandemic in 2020, primarily due to Musk's criticism of a large spending bill that could reduce electric vehicle subsidies [5][28] - The conflict has drawn attention from various political figures and celebrities, indicating a broader interest in the implications of this feud on the political and business landscape [2][4][26] Group 2 - Musk's comments on the spending bill, which he described as "absurd" and "disgusting," suggest that his business interests are at stake, as the bill could significantly cut subsidies for electric vehicles [5][12] - The feud has led to a notable decline in Tesla's stock, with a 14% drop in one day, resulting in a market capitalization of $916 billion, thus exiting the "trillion-dollar club" [28] - The conflict has also affected SpaceX, with Trump threatening to terminate government contracts, which could have significant repercussions for the company [13][27]