大家好我是大鱼 今天的资讯 包括下面几个消息 1. 德国汽车业联手 打造软体新生态 2. 特斯拉V4超充桩 登陆中国！ 3.Robotaxi的隐藏危机 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 德国汽车业联手打造 软体新生态 上周德国11家汽车制造商 与零部件供应商 在德国汽车工业 协会（VDA）的支持下 签署了一份重量级的 谅解备忘录（MoU） 目标是共同开发一个 开放且标准化的 车载软体平台 这可是德国汽车业 对抗数字化浪潮的 关键战略 这11家公司 涵盖了从传统汽车巨头 到核心零件供应商 大家决定不再 各自为政 而是携手合作 打造一个能加速 软体更新 提升车辆智能化的 生态系统 这个平台将支援 远程软体更新（OTA） 让你的爱车 不必跑去维修厂 软体就能像手机一样 自动升级 安全性和用户体验 都会有显著提升 为什么要这么做？ 因为现代车辆的 软体复杂度爆炸 单靠一家企业独自开发 不仅成本高昂 还容易造成 行业的重复投资 效率低下 透过开源合作 大家共享核心模组 专注打造差异化特色 既降低风险 又能快速迭代 这种软体共享的经济模式 正是未来汽车 产业竞争的关键 根据规 ...

And Xiaomi shares have touched a record high after strong initial orders for its new $35,000 SUV intended to compete with Tesla's Model Y in China. The company says it got over 289,000 pre-orders for the YU7 within an hour, and that exceeded analyst's expectations. The new model is going to be a test of demand for Xiaomi cars after a fatal crash, which involved a different model sparking scrutiny from Chinese authorities.Let's get to Bill Russo now. He is founder and CEO of Auto Mobility, a global strategy ...

On the live feed. During the presentation, I noticed there were several million people tuned in on eggs. What do we know about this new SUV and the appetite here for Jeremy.Yeah, the excitement around show me and its electric vehicles is quite something. The founder late June just did this presentation in Beijing a little while ago and he talked about this new SUV. It's going to be priced around $35,000 at the low end.It'll go up to about $46,000. And he took aim directly at Tesla. Tesla's Model Y is the be ...

Core Viewpoint - Rivian is expected to experience significant sales growth starting in 2026, driven by the introduction of new, more affordable vehicle models, which could enhance the company's stock price and financial performance [1][4][9]. Group 1: Sales Growth Expectations - Rivian's sales have struggled in recent years, with minimal growth since the end of 2023 due to weak consumer confidence and a limited vehicle lineup [2][3]. - Analysts predict a sales growth of only 5.3% in 2025, but this is expected to surge to 40.5% in 2026 as new models are introduced [4]. - The upcoming R2 model, priced under $50,000, is anticipated to be the first of three new models that will cater to a broader market [7][8]. Group 2: Financial Metrics and Profitability - Rivian has achieved positive gross margins for the first time, indicating improved financial sustainability despite still operating at a net loss [11]. - The introduction of new models is expected to significantly enhance profit metrics by increasing sales volume and reducing manufacturing costs [12]. - The R2, R3, and R3X models will be built on a different platform, allowing for cost-saving measures that will also benefit the existing R1 lineup [13][14]. Group 3: Market Challenges and Opportunities - The company faces challenges in bringing new vehicles to market, which can be a lengthy and costly process [15]. - Potential loss of government incentives for electric vehicles could impact demand, but the new models are still projected to drive significant sales growth in 2026 [15].

Tesla just unveiled upgrades to the Model S & X in the U.S. 🇺🇸Highlights:– Sleek new Frost Blue paint– Up to 410 miles of range (Model S Long Range – highest yet)– Quieter cabin with enhanced Active Noise Cancellation– Refreshed wheels + aero boosts for even more range– New front camera for better visibility– Dynamic ambient lighting with entry animations– Smoother ride with updated suspension & bushings– Adaptive driving beams for smarter illumination– Model S Plaid gets a fresh high-speed-optimized look– ...

Investment Overview - General Motors is investing $4 billion in U.S. plants over the next two years to enhance the manufacturing of gas and electric vehicles [1] - This investment will enable the company to assemble more than 2 million vehicles annually in the U.S., an increase from the previous production of approximately 1.7 million vehicles [2][4] Strategic Initiatives - The investment follows a recent allocation of $888 million for the Tonawanda Propulsion plant to support the production of the next-generation V-8 engine [1] - GM plans to expand production at various plants, including the Orion Assembly plant for gas-powered SUVs and light-duty trucks starting in early 2027 [7] - The Fairfax Assembly plant will begin producing the gas-powered Chevrolet Equinox in mid-2027, with significant demand noted as sales rose over 30% year over year in Q1 2025 [8] Market Context - The investments align with broader industry commitments to bolster U.S. manufacturing and support American jobs amid tariffs imposed by the Trump administration on imported vehicles and auto parts [3][6] - GM's CEO, Mary Barra, emphasized the belief that the future of transportation will be driven by American innovation and manufacturing expertise [2] Future Projections - GM's annual capital spending is projected to be between $10 billion and $12 billion through 2027, reflecting increased investment in the U.S. and prioritization of key programs [9]

Summary of Corpay (CPAY) FY Conference Call - May 20, 2025 Company Overview - **Company**: Corpay (CPAY) - **Event**: FY Conference Call - **Date**: May 20, 2025 Key Points Industry and Economic Outlook - The current economic environment is stable with no significant negative trends impacting the business at this time [3][4] - Political factors are creating some market churn, but Corpay's volumes and trends are steady and in line with expectations [4] Corporate Payments Segment - Corpay's corporate payments business consists of domestic payables and international payments, with a 60% to 40% split between cross-border and domestic payments [6] - Direct business accounts for approximately 90% of domestic payables revenue, indicating strong customer engagement and retention [7] Partnership with Mastercard - Corpay has entered into a partnership with Mastercard, which includes a $300 million investment for a 3% stake in Corpay's cross-border unit [9] - This partnership aims to enhance Corpay's visibility and access to tier two and tier three banks, where many international payments are made inefficiently in USD [11][12] - The collaboration is expected to contribute 2-3 percentage points to cross-border revenue growth by 2026 [13][14] Investment in Avid Exchange - Corpay has invested approximately $550 million for a one-third stake in Avid Exchange, partnering with TPG as the majority owner [16][17] - The investment aims to leverage Corpay's existing scale and expertise to drive growth in Avid Exchange [18] M&A Strategy - Corpay maintains a high appetite for mergers and acquisitions, focusing on strategic acquisitions that enhance core capabilities and shareholder value [24][25] - The company is looking to invest in corporate payment space opportunities that are accretive to earnings [26] Vehicle Payments Business - Corpay has shifted its focus to larger, healthier customers in the vehicle payments sector, moving away from micro-SMBs [29][30] - The company reports solid same-store sales trends and improved customer retention, with a churn rate of less than 7.5% [33][34] - The goal is to achieve 20% sales growth, contributing to 10% organic growth year-over-year [35] Brazil Market Strategy - Corpay has expanded its presence in Brazil through acquisitions of Gringo and ZapPay, enhancing its vehicle debt management offerings [46][48] - The Brazilian market is characterized by a high reliance on vehicles, and the new acquisitions have added 20 million incremental users to Corpay's platform [51] Lodging Segment Performance - The lodging segment faced a tough comparison in Q1 due to prior year events and has seen some softness in customer demand [56][57] - The company believes that its products provide cost savings and better oversight for customers, with expectations of mid-single-digit growth in the back half of the year [58] Non-Core Divestitures - Corpay is considering divesting non-core assets totaling approximately $2 billion to focus on growth areas that drive shareholder value [62][64] Electric Vehicle (EV) Strategy - Corpay has prepared to service fleet customers transitioning to electric vehicles, particularly in Europe, but notes that the EV market is currently not a hot topic [69][71] - The company is agnostic to fuel types and is positioned to support both petrol and electric vehicles [72][73] Additional Insights - The company is actively monitoring the macroeconomic environment and adjusting its strategies accordingly, particularly in the vehicle payments and corporate payments sectors [2][3] - Corpay's focus on strategic partnerships and acquisitions is aimed at enhancing its market position and driving long-term growth [24][25][26]

Albemarle (ALB) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Speaker0 Hello, and welcome to Albemarle Corporation's Q1 twenty twenty five Earnings Call. I will now hand it over to Meredith Bandy, Vice President of Investor Relations and Sustainability. Speaker1 Thank you, and welcome, everyone, to Albemarle's First Quarter twenty twenty five Earnings Conference Call. Our earnings were released after market closed yesterday, and you'll find the press release and earnings presentation posted to our website ...

Q1 2025 Earnings May 1, 2025 8:00am ET Forward-Looking Statements This presentation, conference call and discussions that follow contain statements concerning our expectations, anticipations and beliefs regarding the future, which constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on assumptions that we have made as of the date hereof and are subject to known and unknown risks and uncertainties ...