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蔚来上涨2.13%,报3.595美元/股,总市值81.41亿美元
Jin Rong Jie· 2025-06-03 17:44
Group 1 - NIO's stock price increased by 2.13% to $3.595 per share, with a trading volume of $144 million and a total market capitalization of $8.141 billion as of June 4 [1] - For the fiscal year ending December 31, 2024, NIO's total revenue is projected to be 65.732 billion RMB, representing a year-on-year growth of 18.18%, while the net profit attributable to shareholders is expected to be -22.658 billion RMB, a decrease of 7.14% year-on-year [1] Group 2 - NIO is a pioneer and leader in the high-end smart electric vehicle market, established in November 2014, with a mission to create enjoyable lifestyles for users [2] - The company aims to build a community centered around smart electric vehicles, sharing joy and growing together with users [2] - NIO designs, develops, co-manufactures, and sells high-end smart electric vehicles, driving innovation in autonomous driving, digital technology, electric powertrains, and battery technology [2] - NIO has distinguished itself through continuous technological breakthroughs, such as its industry-leading battery swapping technology, Battery as a Service (BaaS), and unique autonomous driving technology and subscription service (ADaaS) [2] - The company launched its flagship seven-seat smart electric SUV, ES8, in December 2017, with deliveries starting in June 2018, followed by the six-seat version in March 2019 [2] - NIO introduced the high-performance all-around smart electric SUV, ES6, in December 2018, with deliveries commencing in June 2019, and the high-end smart electric coupe SUV, EC6, in December 2019, with deliveries starting in September 2020 [2] - In January 2021, NIO launched its flagship smart electric sedan, ET7, followed by the mid-size smart electric coupe sedan, ET5, in December 2021 [2]
雷军:小米汽车预计下半年实现季度盈利
第一财经· 2025-06-03 15:52
小米集团财报显示,2025年第一季度,小米智能电动汽车及AI等创新业务分部总收入达186亿元, 占小米集团总收入的16.71%,智能电动汽车收入为181亿元,环比上涨10.7%,经营亏损收窄至5 亿元(去年第四季度,该分部经调整后净亏损7亿元)。他还提到,在YU7的智驾研发投入上,总预 算达到35亿元。 此外,雷军提到,小米的汽车芯片正在研发中,预计也将很快推出,五年前小米就开始投资研发机器 人领域,目前汽车工厂正在试用相关能力。 雷军在今日的小米投资者大会上也提到了最新推出的小米YU7,他称新车售价不可能是网传的23.59 万元,正式定价要在开售前1-2天前才能确定。 2025.06. 03 本文字数:899,阅读时长大约2分钟 作者 | 第一 财经 武子晔 6月3日,小米创始人雷军在小米投资者大会上表示,小米汽车业务亏损正在逐步收窄,预计在今年 第三、四季度实现盈利。 根据最新数据,小米汽车5月销量超2.8万辆,与4月基本持平。不过,在"3·29小米SU7爆燃事 故"后,小米汽车陷入舆论危机,随后小米SU7 Ultra又因碳纤维双风道前舱盖宣传问题引发众多车 主不满。多名小米SU7 Ultra准车主在接受 ...
中证智能电动汽车指数上涨0.1%,前十大权重包含立讯精密等
Jin Rong Jie· 2025-06-03 14:14
从中证智能电动汽车指数持仓的市场板块来看,深圳证券交易所占比72.55%、上海证券交易所占比 26.72%、北京证券交易所占比0.73%。 从中证智能电动汽车指数持仓样本的行业来看,可选消费占比36.33%、工业占比34.99%、信息技术占 比21.34%、原材料占比6.61%、通信服务占比0.73%。 资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理,参照计算与维护细则处理。 跟踪智能电车的公募基金包括:华宝中证智能电动汽车ETF联接A、华宝中证智能电动汽车ETF联接C、 泰康中证智能电动汽车ETF、华宝中证智能电动汽车ETF、易方达中证智能电动汽车ETF、浦银安盛中 证智能电动汽车ETF。 金融界6月3日消息,上证指数低开高走,中证智能电动汽车指数 (智能电车,H11052)上涨0.1%,报 3119.44点,成交额306.95亿 ...
不可能23.59万!雷军回应小米YU7定价
Sou Hu Cai Jing· 2025-06-03 13:43
6月3日,在小米投资者大会上,雷军针对网传小米YU7的售价一事进行了回应。雷军表示,小米YU7的售价不可能是网传的23.59万元,正式的价格要到 开售一至两天前才能确定。 小米YU7是小米汽车第二款车型,于上月22日亮相,新车定位中大型轿跑SUV,将在今年7月正式上市。 新车外观延续小米家族设计语言,前脸采用封闭式设计,两侧搭配与小米SU7类似的水滴状大灯组,使得车辆整体看起来运动气息浓郁。车身侧面采用溜 背造型风格,配备黑色轮眉,极具运动感。尺寸方面,小米YU7长宽高分别为4999/1996/1600(1608)mm,轴距为3000mm。内饰方面,走的是简洁风 格,搭载集成小米澎湃OS车机系统,支持三界面分屏操作,座椅方面采用5座布局。动力方面,新车提供单电机与双电机(高/低功率)车型。其中,单 电机车型最大功率为235千瓦;双电机车型(低功率)前电机最大功率为130千瓦,后电机最大功率为235千瓦;双电机车型(高功率)前电机最大功率为 最大功率为220千瓦,后电机最大功率为288千瓦。 实际上,关于小米YU7的售价此前雷军也曾透露,小米YU7对标Model Y的配置,没有三十几万绝对下不了台的,不可能是网 ...
摩根大通公布2025年夏季阅读书单
财富FORTUNE· 2025-06-03 12:16
摩根大通公布2025年夏季阅读书单。图片来源:Getty Images 对 许多人而言,夏季阅读或许等同于沉浸在惊悚小说或通俗言情故事中,但如果你想提升自身人生 境界,摩根大通推荐如下书单。 这家金融机构的年度夏季阅读书单已成为富人海滩读物首选,今年的书单提供了16本书籍供读者挑选, 从梅琳达·弗伦奇·盖茨的自传以及对慈善事业的思考,到帕兰提尔(Palantir)首席执行官亚历克斯·卡普 对人工智能未来走向的预测,不一而足。 与往年相比,入选图书数量有所增加,往年通常只有10本图书入选。今年这份书单还推荐了一些夏季体 验活动,包括纳帕的希尔家族酒庄以及百老汇音乐剧《也许幸福结局》。 • 《技术共和国:硬实力、软信仰与西方未来走向》——亚历山大·C·卡普(Alexander C. Karp)、尼古 拉斯·W·扎米斯卡(Nicholas W. Zamiska) • 《不可避免:混乱却不可阻挡的电动汽车转型内幕》——迈克·科利亚斯(Mike Colias) • 《培育人工智能:培育未来基本指南》——德恺(De Kai,音译) • 《镜像:当代艺术中的反射面》——迈克尔·佩特里(Michael Petry) • 《弗 ...
韩国芯片销量,创历史新高
半导体芯闻· 2025-06-03 10:39
其他主要对华出口类别也出现大幅下降。石化产品出口下降11.4%,通用机械出口下降13.6%。对 东盟市场的出口下降1.3%。 在竞争力减弱和贸易政策持续不确定性的背景下,短期复苏前景似乎有限。现代经济研究院经济研 究主管周元指出,由于关税原因,中国的石化产品和钢铁产品无法进入美国市场,反而涌入全球市 场,取代了韩国的出口。 韩国产业经济研究院预测,今年韩国出口总额将下降2.1%。受需求停滞和关税双重打击,汽车出 口预计将下降8%。 对三大市场——中国、美国和东盟——的出口均出现下降。对美国的出口额同比下降8.1%,总额 达100.5亿美元。汽车是韩国最大的出口商品,对美出口额暴跌32%,至18.4亿美元。此前,美国 政府于4月3日起对进口汽车征收25%的关税,以及现代汽车集团将生产线转移到其位于佐治亚州新 建成的Metaplant工厂,导致出口量大幅下降,导致韩国对美出口量大幅下降。对美钢材出口量下 降20.6%,汽车零部件出口量下降8.3%。 韩国对华出口在4月份曾短暂反弹,但5月份却萎缩了8.4%。长期以来一直是韩国对华最大出口商 品的半导体出货量同比下降了14.6%。韩国半导体产业协会执行理事安基铉表示 ...
中国汽车市场一周行业信息快报——2025年5月第5期
5月最后一周,除了部分车企公布最新消息外,2025粤港澳大湾区车展也在深圳启幕,下面就回顾一下上周的车圈热点。 里程碑时刻 别克第180万辆昂科威、第130万辆君越下线 5月26日,上汽通用别克品牌迎来里程碑时刻,昂科威家族第180万台整车在东岳工厂下线,君越车型第130万台整车在浦东金桥基地下线。此外,别克 品牌还推出"感恩限时礼遇"。即日起至6月18日,别克昂科威Plus享受一口价16.99万元起,君越享受一口价15.99万元起。 2014年昂科威家族正式推出,11年来经历了三代产品革新迭代,第170万辆昂科威于2024年四季度下线。如今,昂科威仅用6个月就实现第180万辆下 线,在半年内完成了10万辆的销售增速,并连续数月同比高速增长,证明了昂科威家族以"多10%"的产品体验获得了市场肯定。 2006年,第一代别克君越推出,在近20年的时间里,别克君越经过四代产品进化,总产量达到130万辆。目前在售的2025款君越外观承袭PURE Design 设计理念,车内采用全新一代VCS智能座舱设计,配备3D浮感舒享座椅,拥有奢享豪华的舒适体验。该车搭载的动力系统,不仅动力强劲油耗经济,更有 扎实可靠的耐用性能。 ...
外媒:特斯拉欧洲销量多地下滑,挪威成唯一亮点
Huan Qiu Wang· 2025-06-03 06:40
Core Insights - Tesla's car sales in multiple European markets have significantly declined for five consecutive months, attributed to CEO Elon Musk's political activities and an aging vehicle lineup [1][3] Sales Performance - In Sweden, Tesla's new car sales dropped by 53.7% year-on-year in May, while Portugal saw a decline of 68%. Notably, overall electric vehicle sales in these markets grew by nearly 25% [3] - Sales in Denmark decreased by 30.5%, in the Netherlands by 36%, in Spain by 19%, and in France by 67% [3] - Conversely, Norway showed a positive trend with Tesla's Model Y sales increasing from 690 units to 2,346 units, marking a 213% rise [3] Competitive Landscape - Since 2020, Tesla has not launched new mainstream models, facing intensified competition from traditional automakers and Chinese rivals like BYD entering the European market [4] - In Sweden, the Volkswagen ID.7 outsold the Model Y nearly twofold, and Tesla's Model 3 sales lagged behind models from Porsche, BYD, and Xpeng [4] - The founder of FairCharge noted that while Tesla's price cuts have stimulated sales, the brand's future outlook appears bleak due to limited popular models [4] Market Strategy - Tesla is offering financial incentives in Sweden, Germany, the UK, and France to stimulate demand, and is providing interest-free loans for the new Model Y in Norway [3] - The new Model Y is expected to start deliveries in Germany, the UK, France, and Italy, which may not yet be reflected in sales data [3]
鸿蒙智行“五界”首次齐聚!负责人畅谈与华为合作感受,余承东:“五界”都能崛起但需要时间
Mei Ri Jing Ji Xin Wen· 2025-05-31 11:24
每经记者|孙磊 每经实习编辑|余婷婷 5月31日,2025(第三届)未来汽车先行者大会拉开帷幕。在下午的"未来图景峰会"论坛中,华为常务董事、终端BG董事长余承东与鸿蒙智行的"五界"(问 界、智界、享界、尊界、尚界)负责人共同出席,而这也是鸿蒙智行"五界"首次同聚一堂。 "我们第一次聚首是在三亚,其实那次去的时候,我们还没想到会增加第五'界'。"余承东表示,"目前鸿蒙智行已经有'五界'。我觉得可能也就到此为止了, 因为我们的能力做两三个'界'都已经很不容易了,做五个'界'是非常非常难的。" 图片来源:直播截图 "我们跟华为的合作也比较早,一直在(向华为)学习。从去年开始,我们学习的态度更好,学到了很多把事情做深做透的道理。"北汽新能源党委书记、董 事长张国富这样介绍北汽新能源与华为的合作。 "低端竞争是一条死胡同" 江汽集团控股公司党委书记、董事长、总经理项兴初则透露,江汽与华为合作属于"一见钟情"。"双方在战略上有非常多的共识,我们觉得应该迈向高质量 发展。当然,华为公司的文化也非常吸引我们。"项兴初表示。 上海汽车集团股份有限公司总裁、党委副书记贾健旭认为:"上汽的精密制造,以及鸿蒙智行的严苛的质量体系, ...
Prediction: Rivian Stock Is a Buy Before Aug. 5
The Motley Fool· 2025-05-31 08:05
Core Viewpoint - Rivian Automotive's stock has surged by approximately 40% recently, and there are strong reasons for investors to consider buying shares before the upcoming earnings call, expected around August 5 [1] Group 1: Growth Potential - Rivian has faced sluggish sales growth in recent years, primarily due to market saturation with its two existing models, the R1T and R1S, which have high price points nearing $100,000 [2] - The company is set to launch three new models (R2, R3, and R3X) next year, all priced under $50,000, which is expected to significantly expand its addressable market and unlock millions of potential buyers [3] - Analysts project a modest 5% sales growth in 2025, increasing to 41% in 2026, with potential for explosive revenue growth starting in 2027 as production scales [3] Group 2: Profitability Improvement - Rivian achieved a positive gross margin by the end of last year, with further improvements noted in the most recent quarter, aligning its profitability levels with those of Tesla [4] - Achieving scale is crucial for profitability in the electric vehicle sector, as higher sales volumes allow for fixed costs to be spread over more units, potentially leading to significant operating leverage if Rivian's new models perform well [5] Group 3: Valuation Considerations - Rivian's current stock valuation is considered attractive, trading at just 3.3 times sales, compared to Tesla at 12.5 times and Lucid Group at 8 times, despite Rivian's slower sales growth in recent years [7][8] - The anticipated launch of new models and subsequent sales growth and profitability improvements are expected to lead to a higher market valuation for Rivian in the future [8]