这恰恰足见本地生活市场红利的天花板，到底有多么的低。可中国的头部互联网科技公司们，依然还试 图在这片已经厮杀了十余年的红海里寻找新的机会。 只是，当我们跳出这场外卖大战来看，会发现这样的商战其实在其他市场并不多见。比如美股科技七巨 头（Magnificent 7）中，没有任何一家的主营业务是本地生活，唯一一家电商是亚马逊；即便按照过去 的FAANG（美国互联网五巨头）标准，其中也没有本地生活业务什么事情。 那么问题就来了，为什么美国的互联网巨头们，不打"外卖战争"？ 竞争 先来看看美国本地生活市场现状。 严格意义上说，美国其实也发生过外卖战争。但从体量和资金规模上来看，更多还是独角兽级别的竞 速。 在千团大战过去将近十五年之后，谁也没想到，都2025年了，中国互联网公司头条新闻，居然还是争夺 本地生活市场。 自从京东宣布进军外卖市场以来，本来已经归于平静的市场再次波涛汹涌起来。乐观者认为，国内互联 网已经久违这样的活力，只有竞争才能带来公平和效率的提升。 但竞争还是内卷，其实还真不好说。京东说要求外卖业务利润率不超过5%，美团表示外卖业务利润率 其实一直就只在3%左右,要知道，美团已经是上一轮千团大战中赢到最 ...

21世纪经济报道记者缴翼飞 北京报道 近日，一季度国民经济运行数据陆续公布。根据中电联的最新数据，一季度全国全社会用 电量2.38万亿千瓦时，同比增长2.5%，增速低于GDP增速。其中，1~2月、3月全社会用电量同比分别增长1.3%和4.8%。 4月28日，国家能源局发展规划司副司长邢翼腾在国家能源局例行新闻发布会上就此事回应了21世纪经济报道记者，他提到，上 一年是闰年和今年的气温较去年同期明显偏暖两个因素对一季度全社会用电量增速产生较大的影响。 此外，当前部分传统行业需求不足和新兴产业快速发展的换挡叠加，也是影响用电量增速的一个因素。数据显示，一季度全国 房地产开发投资同比下降9.9%，全国消费品制造业用电量同比增长0.6%，扣除闰年因素以后日均同比增长1.7%，低于2024年一 季度、四季度日均同比增速。 与此同时，随着人工智能、大数据、云计算、电动汽车的快速发展，相关行业用电量保持高速增长，增速远远高于全社会用电 量平均增速，这也彰显了我国新兴产业、高技术产业的蓬勃发展态势。 图：国家能源局发展规划司副司长邢翼腾 （缴翼飞/摄） "仅闰年因素就拉低用电量增速1.2个百分点，受气温偏暖影响，1~2月全国 ...

Core Insights - Mercedes-AMG is actively advancing the development and launch of its first custom electric vehicle, attracting significant market attention [1][5] - The vehicle is set to be a four-door AMG fastback, with a full reveal scheduled for July [3][6] Design Summary - The initial teaser images showcase a modern sports sedan design, featuring a low and sharp front end, and a silhouette reminiscent of the Porsche 911 [3] - The rear design includes a hatchback-style trunk, which is more practical for the European market and aligns with the fastback aesthetic [3] Performance Summary - Although specific performance parameters have not been officially disclosed, the new vehicle is expected to deliver around 1000 horsepower in its most powerful configuration [4] - The electric motors, supplied by Mercedes' UK subsidiary Yasa, are axial flux motors known for their high efficiency and power density, with each motor capable of producing 480 horsepower and 590 lb-ft of torque [4] Market Strategy Summary - The launch of this custom AMG electric vehicle coincides with Mercedes-Benz's strategic shift towards electric versions of its conventional models, moving away from solely EQ-branded vehicles [5] - The vehicle will be built on the AMG.EA architecture, which is exclusive to AMG, and will support future electric SUV models [5]

Core Viewpoint - Wentech Technology is undergoing a significant asset restructuring by selling its product integration business, which has been dragging down profits, to focus entirely on its strong semiconductor business [1][4]. Financial Performance - In Q1, the company's revenue decreased by 19.38% year-on-year, while net profit surged by 82.29% [1][6]. - For 2024, total revenue reached 73.598 billion yuan, a year-on-year increase of 20.23%, but the net profit attributable to shareholders was a loss of 2.834 billion yuan, down 339.83% [4][6]. - The semiconductor business generated revenue of 14.715 billion yuan in 2024, with a gross margin of 37.47% and a net profit of 2.297 billion yuan [8]. Business Segmentation - The product integration business accounted for 72.39% and 79.39% of total revenue in 2023 and 2024, respectively, but is now being divested [4][6]. - The semiconductor business is expected to benefit from the growth in humanoid robots and electric vehicles, with significant revenue contributions from the automotive sector [8][9]. Strategic Focus - The company plans to concentrate resources on enhancing profitability in the semiconductor sector following the divestiture of the product integration business [4][7]. - The first quarter of 2025 saw the signing of multiple equity transfer agreements to sell the product integration assets, with a total transfer payment of 2.78 billion yuan received by the end of March [5][7]. Market Outlook - The semiconductor business is projected to grow due to trends in electric vehicles and advanced driver-assistance systems, with a significant increase in direct revenue from automotive OEM customers [8][9]. - The global market for humanoid robots is expected to see substantial growth, with projections of annual shipments reaching 1 million units by 2030 [9].

Group 1: Industry Overview - Tariff news is significantly impacting the global automotive sector, particularly in the context of the ongoing trade conflict between the United States and China [1] - The trade situation has led to a halt in trade between the U.S. and China, providing an advantage to Chinese domestic automakers in their home market [3] Group 2: Company Performance - Shares of Chinese electric vehicle maker Nio have surged approximately 16% this week and have increased by 35% since April 8 [2] - Nio is showcasing its new brands, Onvo and Firefly, at the Shanghai Auto Show, marking the first time all three of its brands are represented together [4] - The debut of the Onvo L90 SUV at the show highlights Nio's focus on better-performing EVs at competitive prices [5] Group 3: Market Expansion - Nio's Firefly brand is set to be sold in at least 16 overseas markets, which could significantly expand its market presence for "small smart electric high-end cars" [5]

Group 1 - The smart car ETF Taikang (159720) has experienced fluctuations with increasing trading volume, while its tracked index components show mixed performance, with Teruid (300001) leading with a 4.33% increase [1] - As of April 21, 2025, the smart car ETF Taikang (159720) has accumulated a 4.80% increase over the past two weeks, ranking it among the top comparable funds [1] - On April 21, 2025, CATL held its first Super Technology Day, launching several products including the second-generation Shenxing supercharging battery, which boasts a range of 800 kilometers and a peak charging power exceeding 1.3 megawatts, enabling a 5-minute charge for over 520 kilometers of range [1] Group 2 - CATL emphasizes that advanced intelligent driving imposes strict reliability requirements on vehicle batteries, necessitating redundant power supply designs, which presents new technological integration opportunities for battery companies [2] - The smart car ETF Taikang closely tracks the CSI Smart Electric Vehicle Index, which selects listed companies involved in various aspects of the smart electric vehicle industry to reflect the overall performance of these securities [2]

对于今年一季度电力消费增速偏低的原因，中国电力企业联合会统计与数据中心副主任蒋德斌接受《每日经济新闻》记者书面采访 时表示，一方面是上年闰年因素，2024年为闰年，2025年2月同比少一天，扣除闰年因素，2025年一季度全国全社会用电量日均同 比增长3.7%，略高于上年四季度增速（3.6%）。另一方面是气温偏暖因素。 气温偏暖影响用电增长 蒋德斌进一步向《每日经济新闻》记者解释，根据气象部门监测，今年一季度全国平均气温偏暖，尤其是湖北、湖南、河南、安徽 等冬季居民用电比重相对较高的中部地区平均气温偏暖明显。 "气温偏暖影响用电增长。一季度全国城乡居民生活用电量同比仅增长1.5%，扣除闰年因素后也仅日均同比增长2.6%，比上年同期 降低9.4个百分点。受暖冬因素影响，安徽、湖南、江苏、湖北、江西、河南一季度城乡居民生活用电量同比下降超过2%。"蒋德斌 说。 4月18日，国家能源局发布3月份全社会用电量等数据。 1~3月，全社会用电量累计23846亿千瓦时，同比增长2.5%，其中规模以上工业发电量为22699亿千瓦时。分产业用电看，第一产业 用电量314亿千瓦时，同比增长8.7%；第二产业用电量15214亿千瓦时 ...

0:00 南方财经全媒体集团首席记者施诗 记者李依农 上海报道 《全球财经连线》：我们正经历特朗普2.0时期。与其第一任期相较，美国总统特朗普的关税政策更为 激进。这对全球经济，尤其是欧洲影响几何？ Nicolo Salsano：从整体来看，我们确实需要预期全球经济可能会出现一定程度的放缓。毫无疑问，关 税政策将在多个行业和地区产生广泛影响。 但与此同时，我们也认为，全球化的趋势不会因此而减弱。全球供应链已经高度一体化，具备成熟的机 制和稳定的贸易伙伴关系。因此，从中期来看，短期冲击所带来的影响将会在一定程度上被缓解甚至抵 消。 美国总统特朗普的关税政策，持续冲击全球贸易体系，并引发金融市场动荡，给全球经济带来了不小的 压力与不确定性。渣打银行欧洲区行政总裁Nicolo Salsano在接受南方财经记者采访时表示，尽管特朗 普的关税政策可能在短期内拖累全球经济增长，但全球化的大趋势依然不会改变。他指出，全球供应链 高度整合，国际贸易合作机制也已十分成熟，尽管关税壁垒会造成短期波动，但中长期来看，全球贸易 流动依然会作出必要的调整并有所修复，尤其是亚洲内部以及中欧之间的贸易往来，预期将进一步增 强。 Salsa ...

Tesla, Inc. (TSLA) has officially introduced a new rear-wheel-drive (RWD) version of the Cybertruck in the United States and Mexico at $70,000. This new model is more expensive than the previously announced RWD model and lacks many features, but it offers increased range. Tesla confirmed that the vehicle comes with a single RWD motor and a driving range of 350 miles, more than the previously announced version with a range of 250 miles. This suggests that it likely uses the same battery pack as the Dual Moto ...

特斯拉连续两个月在欧洲销量跌幅超四成 继1月份在欧洲销量接近"腰斩"之后，特斯拉2月销量继续大幅度下滑。 根据欧洲汽车制造商协会的数据，刚刚过去的2月，特斯拉在欧洲注册16888辆新车，同比下降 40%。今年头两个月的销量暴跌43%，而整个行业电动汽车注册量增长31%。值得注意的是，特斯拉在 欧洲的销量过去12个月中有10个月下降。 从份额方面来看，特斯拉2月整体汽车市场份额降至1.8%（去年同期为2.8%），在纯电动车市场份 额缩水至10.3%（去年同期为21.6%） 特斯拉在欧洲多个国家出现了销量大跌的情况。尽管瑞典、挪威、丹麦三国包含电动汽车在内的整 体需求上升，今年2月，瑞典新注册登记机动车中特斯拉品牌同比减少42%，至613辆；在挪威，减少 48%，至917辆；在丹麦，也减少48%，至509辆。 进入2025年后，特斯拉在欧洲的市场表现开始陷入颓势。此前1月份的数据显示，特斯拉在欧盟、 欧洲自由贸易联盟和英国市场的新车注册量为9945辆，较去年同期的18161辆大跌45.2%。而当地市场1 月纯电动汽车销量同比增长37.4%，特斯拉的竞争对手大众、Stellantis等表现出色。 分析认为，特斯拉在 ...