中国汽车质量网 小米SU7作为小米公司进入汽车市场的标志性产品，自上市以来就承载着众多期待。但此次质量榜上所 反映出的问题却令人大跌眼镜。有报道指出，在参与评比的小米SU7相关投诉案例中，存在一些与实际 产品质量无关的因素，例如用户误操作导致事故以及因提车延迟而产生的纠纷等。这些非质量问题可能 对最终得分产生了影响。 对于这一情况，部分忠实米粉表示强烈不满，并质疑榜单的公正性及样本量是否足够大到能够代表整体 车主的真实体验。他们认为单凭几个特例便将整个系列车型定性为"质量差"是不公平的做法。与此同 时，也有声音呼吁社会各界应更加理性看待此类排名，毕竟车辆好坏还需结合个人需求和使用习惯来判 断。 截至目前，针对此次争议事件，小米官方尚未作出正式回应。不过，在社交媒体平台上已经可以看到不 少SU7车主分享自己用车经历的声音。其中不乏正面评价，如称赞其智能化程度高、驾驶体验良好等。 同时也有用户提到希望厂家能够尽快解决现存的一些小毛病，以提升整体满意度。 （原标题：小米SU7质量榜垫底遭质疑） 近日，中国汽车质量网发布的一份汽车质量榜单引起了广泛关注。在该榜单上，小米旗下的首款电动汽 车SU7的质量评分垫底，这一结 ...

Core Insights - Macquarie updated its report on China's electric vehicle (EV) sales, predicting that the mass market will continue to outperform the high-end market in May [1] Industry Overview - In April, plug-in electric vehicle sales reached 900,000 units, a year-on-year increase of 33%, while the overall automotive market grew by 14%; the EV penetration rate remained at 51% [1] - The low-cost new energy vehicle startups (Xpeng, Leap Motor) maintained growth momentum, while high-end electric vehicles lagged behind [1] - BYD showed strong export performance, but demand for plug-in hybrid electric vehicles (PHEVs) is slowing [1] Company Performance - **BYD**: Sales increased by 21% year-on-year, driven by a record export volume of 79,000 units, with a year-to-date increase of 105%. Domestic sales grew by 11% year-on-year, lagging behind market performance due to slowing PHEV demand [3] - **Geely**: April sales remained flat month-on-month, but year-to-date sales increased by 49%, exceeding the company's annual growth target of 25%. April new energy vehicle sales reached 126,000 units, a significant year-on-year increase of 144% [4] - **Xpeng**: April sales exceeded 30,000 units, with a year-to-date increase of 313%, reflecting strong demand for popular models M03, P7t, and the refreshed G6 and G9 [5] - **Li Auto**: Sales decreased by 8% month-on-month, with a year-to-date increase of only 20%, falling behind the 36% growth rate of the new energy vehicle market [6] - **NIO**: Sales rebounded by 59% month-on-month, with brand sales increasing by 90% to 19,500 units, benefiting from increased promotions and the launch of the ET9 model [7] - **Zeekr**: Total sales for Zeekr and Lynk & Co increased by 19% year-on-year, slightly lagging behind the overall new energy vehicle market [8] - **Xiaomi**: Demand for the SU7 sports sedan remained strong, with April sales exceeding 28,000 units, reaching maximum production capacity [9] Sales Data Summary - In April 2025, the total EV market in China was 900,000 units, a decrease of 9.2% from March 2025, but a year-on-year increase of 32.9% [10] - BYD accounted for 42.2% of the market share with 380,100 units sold, a year-on-year increase of 21.3% [10] - Geely's new energy vehicle sales reached 125,600 units, a year-on-year increase of 144.2% [10] - Xpeng sold 35,000 units, reflecting a year-on-year increase of 273.1% [10] - Li Auto's sales were 33,900 units, with a year-on-year increase of 31.6% [10] - Xiaomi's sales were 28,000 units, a year-on-year increase of 296.7% [10]

Group 1 - Foxconn, the world's largest electronics contract manufacturer, is accelerating its entry into the electric vehicle (EV) industry by partnering with Mitsubishi Motors to develop an EV targeted at the Australian and New Zealand markets, set to launch in the second half of 2026 [1] - This collaboration marks a significant breakthrough for Foxconn, which has been pursuing the EV market since 2019, and represents a pivotal shift in the automotive industry towards external manufacturing models [1][2] - Mitsubishi, primarily focused on plug-in hybrid electric vehicles (PHEVs), is facing challenges in keeping pace with the rapidly evolving EV market, making this partnership crucial for its transition [2] Group 2 - Mitsubishi's strengths lie in its robust hybrid vehicle lineup and strong presence in Southeast Asia, but it needs to enhance its electric vehicle offerings to compete effectively [2] - Foxconn's EV business is part of its long-term growth strategy to reduce reliance on iPhone assembly, especially in light of recent disruptions caused by changes in U.S. tariff policies [2] - Foxconn's subsidiary, Hon Hai Advanced, plans to accelerate EV development by utilizing standardized platforms and components, aiming for a win-win situation that benefits both Mitsubishi and Foxconn [2] Group 3 - Previously, Foxconn proposed acquiring Nissan shares as a means to enter the automotive market, but this plan did not progress; interestingly, Nissan is Mitsubishi's second-largest shareholder, providing Foxconn with another avenue to develop automotive business relationships [3]

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]

点 击 蓝 字 关 注 我 们 本文全文共 3587 字，阅读全文约需 12 分钟 目录 国内新闻 1."五一"假期汽车以旧换新补贴申请量超6万份 2.消费者在松江购车最高可享受24000元补贴 3.北京现代首款纯电平台SUV正式亮相 4.特斯拉零件国产率超过95% 本土供应商已达400余家 5.北汽集团成立安鹏科创汽车产业投资基金 6.乐道L60 BaaS套餐服务费大降 降至1元 7.小马智行Robotaxi年内将接入Uber平台 8.邦邦汽服与长城再生资源达成战略合作 国外新闻 1.美国或将取消电动汽车税收抵免政策 2.Rivian宣布在美投资1.2亿美元加强供应链建设 3.Waymo与麦格纳合作在美国亚利桑那州新建汽车工厂 4.LG新能源:将加速推进北美供应链本土化战略 商用车 1. 零一智卡新能源重卡批量交付上海站 2. 金旅客车携手玉柴斩获沙特市场年度客车动力大单 3. 斯堪尼亚中国零部件中心隆重开业 4. 乘龙H5V燃气重卡批量交付 国内新闻 1 "五一"假期汽车以旧换新补贴申请量超6万份 时间:2025.5.7 来源:财经网 作者: 彭鑫 近日，据新华社消息，2025年"五一"假期，全国消费市场 ...

《纽约时报》报道称，挪威作为特斯拉推动零排放目标的关键市场，4月Model Y新车注册量逆势增长，但其 中过半为二手车，且非最新版本。挪威道路交通信息委员会数据显示，特斯拉市场份额已从一年前的18%降至 11%。委员会主任奥伊温德·索尔贝格·托森（Oyvind Solberg Thorsen）直言："特斯拉销量远低于往期水平，事 实无可否认。"与此同时，中国电动汽车品牌在欧洲加速扩张。中国车企比亚迪在德国销量激增755%，英国市 场涨幅达311%，凸显中国电动汽车技术竞争力与供应链韧性。德国大众等传统车企亦加速电动化转型，一季 度销量翻倍。 【环球网科技综合报道】全球电动汽车巨头特斯拉正陷入欧洲市场"至暗时刻"。5月7日，据《纽约时报》报 道，根据4月数据显示，德国与英国特斯拉新车注册量同比暴跌46%与62%，创两年多最低纪录，而同期两国 电动汽车总销量均实现两位数增长。瑞典、法国等市场亦出现超八成跌幅，传统车企与中国品牌正加速蚕食 特斯拉份额。 部分专家将销量下滑归因于特斯拉热门车型Model Y新版在欧洲交付延迟，但更多观点将特斯拉欧洲颓势归因 于特斯拉CEO埃隆·马斯克的"政治争议"与特朗普关税政策影响 ...

36氪获悉，继获得长城资本数千万元战略投资，近日，苏州清研精准汽车科技有限公司（以下称"清研 精准"）再次获得陕汽资本战略投资，本次融资资金将主要用于产品开发与市场拓展等。 截至目前，清研精准已获得包含百度风投、壳牌资本、奇绩创坛、长城资本、陕汽资本等多家机构的投 资。 在汽车后市场，清研精准则从动力电池售后维保出发，自研了多款专用于售后场景的检修、维护设备， 同时打造了故障诊断系统，借助大数据及深度学习技术，为动力电池售后提供快速诊断及维修建议支 持。 多种业务共同发力下，清研精准的客户已经达到50余家。吉利、比亚迪、长安、长城、广汽、奇瑞、一 汽、北汽、理想、小鹏、蔚来等车企；宁德时代、国轩高科、蜂巢能源、欣旺达等电池企业均与清研精 准在业务上达成合作。 还值得一提的是，清研精准也在积极拓展全球市场，已与欧洲、北美、东南亚等地区的当地企业展开深 度战略合作。 回到本次投资，也是清研精准在商用车业务上的一次突破。陕汽资本不仅对清研精准进行了注资，还与 清研精准达成深度战略合作，进一步推动新能源与智能网联商用车的技术突破与产业化落地。 双方要通过构建"研发-生产-售后"全链条技术生态，为商用车行业智能化转型树 ...

马斯克承诺减少在华盛顿的活动，以增加在特斯拉奥斯汀总部的时间，而此时特斯拉董事会可能已经到 了崩溃的边缘。 媒体上周报道称，特斯拉董事会正处于寻找这家电动汽车制造商下一任首席执行官的正式程序的初始阶 段。据报道，董事会还告诉马斯克，他需要花更多的时间回到公司，并且需要让特斯拉的投资者和公众 特斯拉看涨人士将需求低迷归咎于新款Model Y的换代，这也导致了产量放缓。不过，这家电动汽车制 造商已于3月份在德国等欧洲地区开始交付新款 Model Y，尽管仅限于全轮驱动版本。目前尚不清楚这 些交付量是否会上升到更高的水平。但可以肯定的是，新款Model Y已经可以交付。 两大因素加剧了特斯拉在欧洲的困境。比亚迪在欧洲地区的销量增长正在蚕食特斯拉在多个欧洲国家的 销量。此外，即便是大众、福特和菲亚特等老牌汽车制造商，4月份的销量也实现了增长。 另一个重要因素是首席执行官埃隆·马斯克及其有争议的行为。马斯克与美国总统特朗普的亲密关系， 以及他对欧洲右翼政客的支持，都对特斯拉的品牌产生了影响。例如，美国和海外特斯拉展厅的抗议活 动仍在持续。此外，车主以惊人的速度出售车辆，导致二级市场价格下跌。 由于特斯拉品牌受损以及第一 ...

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]

EVgo (EVGO) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Heather Davis - Vice President, Investor RelationsBadar Khan - CEO & DirectorStephanie Lee - EVP - Accounting & FinanceChris Dendrinos - Vice PresidentBill Peterson - Equity Research Conference Call Participants Andres Sheppard - AnalystChris Mcnally - AnalystChris Pierce - Senior AnalystCraig Irwin - Managing Director, Senior Research Analyst Operator Hello, and welcome to the EVgo Inc. Q1 twenty twenty five Earnings Call. All ...