特斯拉在印度市场的布局有新进展。 9 月 27 日，特斯拉公司副总裁陶琳在微博发文称： " 首批特斯拉正式在印度开启交付，这些车全 部来自上海超级工厂。 " 陶琳在微博写道 ： " 祝贺新车主朋友们！期待特斯拉的产品和服务能为全球更多消费者带来畅快舒 心的出行体验。 " 今年 7 月，特斯拉在印度的首家展厅正式开业，标志着特斯拉正式进入印度市场。 特斯拉官网显 示， Model Y 后轮驱动车型的售价约为 600 万卢比（售价为 7 万美元），是主要市场中最高的； Model Y 长距离后轮驱动车型的售价约为 680 万 卢比 （售价为 7.9 万美元）。 彼时，有市场分析指出，为了应对全球工厂产能过剩和销量下滑的问题，特斯拉采取了在印度销售进 口汽车的战略，尽管当地的关税和税收高达 70% 左右。 那么，特斯拉在印度市场的销售情况如何呢？ 9 月初， 媒体报道称，据知情人士透露，自 7 月中旬 开始销售以来，这家电动汽车制造商仅收到了超过 600 份汽车订单，这一数字远未达到公司的预 期。 近日，特斯拉美股持续走高。德意志银行将特斯拉目标价从 345 美元上调至 435 美元。 上调主要 基于特斯拉在电动汽 ...

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ACEA数据显示，8月欧盟、英国和欧洲自由贸易联盟（EFTA）的汽车销量增长4.7%，达到80万辆。大 众汽车和雷诺的汽车登记数量同比分别增加4.8%和7.8%；Stellantis增加2.2%，自2024年2月以来首次增 长。特斯拉在欧盟的销量下降36.6%，市场份额从一年前的2%萎缩至1.2%。比亚迪销量飙升201.3%， 市场份额达到1.3%。同样来自中国的8月销量猛增59.4%，年初至今的市场份额达到1.9%，跻身欧盟第 十大畅销车企。欧盟汽车总销量增长5.3%。纯电动汽车、混合动力汽车和插电式混合动力汽车的登记 数量分别增长30.2%、54.5%和14.1%，合计占欧盟汽车登记量的62.2%，高于去年同期的52.8%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 欧洲汽车工业协会（ACEA）周四公布的数据显示，中国电动汽车制造商8月欧盟市场的新车销量是去 年同期的三倍，且连续第二个月超过美国 ...

特斯拉(TSLA.US)涨超2.7%，报437.53美元。消息面上，特斯拉将于10月初公布第三季度的汽车交付数 据。瑞银将其交付量预期从43.1万辆上调近10%至47.5万辆，意味着较上一季度交付量增长24%。瑞银 指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希 望充分利用这一政策，在美国的交付量应该会非常强劲。(格隆汇) ...

SHMET 网讯：9月22日（周一），阿根廷拥有全球最大的铜储量，随着未来几十年全球铜需求飙升， 阿根廷政府正在寻求开采这种矿产资源。 阿根廷每年生产约4,000吨铜，而邻国智利每年生产约550万吨铜。然而，它拥有估计7500万吨的铜储 量，该国铜储量位于全球第六，这使其有开发这种矿产资源的巨大潜力。 阿根廷在采矿业有着悠久的历史，投资组合约为300亿美元，有100多个项目，其中约50%是铜矿项目。 此外，该国还拥有大量的锂、铝、硼、铁、钼、钾盐、铀、钒和锌矿床。 国际能源署（IEA）在一份报告中称，预计到2050年，全球铜需求将增长70%，至5,000多万吨/年。然 而按照目前的铜矿项目开发进度，预计到2025年铜供应量将全球需求量低30%。 数位政府官员表示支持该国铜工业的发展，将其作为主要收入来源。一项政府分析表明，到2030年，该 国8个铜项目可以共同贡献154亿美元的采矿出口总值，是2024年出口值的三倍多，如果阿根廷能够实现 52.1万吨/年的生产目标，其中，铜出口收入料达52亿美元。 今年5月，IEA执行主席Fatih Birol表示："这将是一个重大挑战。是时候敲响警钟了。" 因此，开发阿根廷 ...

Core Viewpoint - Nissan has significantly reduced the production plan for its new electric vehicle "LEAF" due to delays in battery procurement and lower-than-expected battery yield from its supplier, AESC, which poses challenges for the company's operational recovery [2][4][5]. Group 1: Production and Supply Chain Issues - The production plan for the new LEAF has been cut to less than half of the original plan for the months of September to November due to battery supply delays [2][4]. - The production plan for the new LEAF at the Tochigi plant has been adjusted for the fiscal year 2025, with significant reductions in production expected for September and October, with some months seeing declines of several thousand units [4]. - The battery yield from AESC has not met expectations, impacting Nissan's ability to secure sufficient battery supply, which may affect actual sales performance [4][5]. Group 2: Market Performance and Strategic Direction - Nissan is facing declining sales in the U.S. market, with a projected consolidated loss of 670.8 billion yen for the fiscal year 2024, compared to a profit of 426.6 billion yen in the previous year [5]. - The new LEAF is positioned as a key model for improving Nissan's performance, with the company implementing factory restructuring and layoffs as part of its strategy to enhance long-term performance [5]. - Nissan's global new car sales fell to 1.61 million units in the first half of 2025, a 6% year-on-year decrease, marking a 16-year low, and the company has dropped out of the top ten in global new car sales [7]. Group 3: Competitive Landscape - Nissan, once a leader in the EV market, is losing market presence due to the rise of competitors like Tesla and BYD, particularly in the U.S. market [7]. - The domestic market in Japan is becoming increasingly competitive, with Honda launching its lightweight electric vehicle "N-ONE e:" and BYD planning to introduce a lightweight electric vehicle by fiscal year 2026 [7].

Core Viewpoint - NIO's stock has recently surged to a new 52-week high of $7.71, driven by positive analyst endorsements and record operational results, indicating a sustainable shift in the company's direction [1][2][3] Analyst Upgrades - A series of positive analyst actions, including UBS upgrading NIO from Neutral to Buy with a price target of $8.50, reflects a broader re-evaluation of the company's potential [3][4] - The consensus price target has risen to $7.40, indicating a significant improvement in sentiment since the last earnings report [5] Financial Position - NIO completed a $1.16 billion equity offering to address concerns over its high cash burn rate and significant leverage, as indicated by a debt-to-equity ratio of 1.89 [7][8] - This capital injection is intended for high-value initiatives, providing a longer operational runway and financial stability critical for long-term growth [8] Operational Performance - NIO reported revenue of $2.65 billion in its second quarter, a 9.0% year-over-year increase, and achieved a record 31,305 vehicle deliveries in August 2025, a 55.2% increase from the previous year [10][11] - The successful execution of a multi-brand strategy, including the launch of the ONVO brand, is contributing significantly to delivery totals and is positioned to compete with industry leaders [11][12] Future Outlook - Management has issued strong guidance for the third quarter, projecting between 87,000 and 91,000 vehicle deliveries, indicating continued momentum [11] - The combination of renewed analyst confidence, a fortified balance sheet, and record consumer demand suggests that NIO is positioned for sustained growth [13][14]

Group 1 - The core initiative is the "Speed to Power" program launched by the U.S. Department of Energy to address the significant increase in electricity demand driven by AI and data centers [1][2] - The program aims to mobilize technical expertise and billions of dollars in funding to expedite large-scale electricity and grid projects [1][2] - The U.S. Department of Energy is soliciting information from state energy offices, utility companies, and other stakeholders to identify projects that can be fast-tracked [1][2] Group 2 - The Trump administration is showing strong support for fossil fuel policies, directing coal and natural gas plants that were set to close to continue operations [3] - The U.S. Energy Information Administration projected a 20% increase in coal consumption at power plants in Q1 2025 compared to the same period in 2024 [3] - There is a prediction that 38 coal plants originally scheduled for closure by 2028 will remain operational due to the administration's directives [3] Group 3 - Renewable energy projects are facing significant obstacles from the government, contrasting sharply with the support for fossil fuels [4] - The Trump administration has cut most subsidies for renewable energy, citing instability and high costs associated with solar and wind energy [4] - A $4.9 billion loan guarantee for a transmission line project intended to deliver power from Kansas wind and solar projects to the Midwest and East was canceled by the Department of Energy [4]

Citi Research September 15, 2025 Aluminium long-term outlook Sleepwalking into the biggest deficits in over 20 years Wenyu YaoAC Metals Strategy wenyu.yao@citi.com +44 20 7986 4551 Maximilian LaytonAC Global Head | Commodities max.layton@citi.com +44 20 7986 4556 Shreyas Madabushi AC Metals Strategy shreyas.madabushi@citi.com +91 22 4277 5048 See AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations Citi Research is a division of Citigroup Global Markets Inc. (the "Firm ...

此次科隆工厂的裁员，是福特2024年11月官宣的欧洲大规模裁员计划的一部分。当时福特宣布，由于经济逆风、欧洲地区电动汽车需求疲软、政府对 电动汽车转型支持不力，以及来自中国对手的竞争激烈等因素，福特计划到2027年底在欧洲裁员4000人，包括在德国裁员2900人，在英国裁员800人，在 其他欧洲国家裁员300人。其中，在德国的裁员，主要集中在科隆工厂。 9月16日，福特汽车宣布，由于欧洲电动汽车市场需求疲软，该公司的德国科隆工厂将于2026年初裁员1000人。科隆工厂自2026年1月起，将从每日两 班制调整为一班制。 事实上，很长一段时间以来，福特欧洲业务一直处于亏损状态。高昂的成本结构，特别是德国的劳动力和能源成本，以及电动汽车研发所需的大量投 入，给福特带来了巨大的财务压力。当然，不止是福特，迄今为止，电动汽车业务实现盈利的车企少之又少。福特不得不通过裁员等措施来削减运营开 支，以期实现欧洲业务的扭亏为盈。相比之下，美国同行通用汽车多年前就抛弃了欧洲业务，将旗下欧洲品牌欧宝和沃克斯豪尔出售给了Stellantis。 欧洲业务低迷，叠加美国特朗普政府关税政策影响，以及高额召回成本，今年第二季度，福特录得净亏 ...