Group 1: New Energy Vehicle Manufacturing and Market Expansion - Chongqing's first overseas new energy vehicle factory, Changan Automobile's Thailand Rayong plant, has officially commenced production, representing the most advanced new energy vehicle factory in Southeast Asia with an investment of approximately 10 billion THB (2 billion RMB) [1] - GAC Group has entered the Ethiopian market, planning to launch five new energy vehicle models over the next three years, contributing to Ethiopia's green transportation transformation and China-Ethiopia automotive industry cooperation [1] - Ethiopia's government aims to increase the number of electric vehicles on the road from over 100,000 to 500,000 in the next decade, replacing most fuel vehicles [1] Group 2: Automotive Industry Developments - Xiaomi Automobile has responded to concerns regarding the deformation of the front bumper of the Xiaomi SU7, offering free pickup and repair services for affected vehicles [2] - CATL and Honda China have signed a memorandum to deepen cooperation in lithium iron phosphate batteries, CTB integration technology, supply chain optimization, and the development of 12V and hybrid batteries [3] - CATL's chairman predicts that the electrification penetration rate of heavy-duty trucks in China will reach 50% by 2028, up from 10% in 2024 [4] Group 3: Charging Infrastructure and International Relations - Japan is considering a plan to provide subsidies for the construction of Tesla charging stations during tariff negotiations with the United States, currently only subsidizing CHAdeMO standard charging stations [6]

证券研究报告 汽车玻璃在智能化浪潮下的新机遇 ——福耀玻璃系列专题报告（五） 证券分析师 ：黄细里 执业证书编号：S0600520010001 证券分析师 ：刘力宇 执业证书编号：S0600522050001 二零二五年五月十八日 请务必阅读正文之后的免责声明部分 核心观点 智能化周期：智能调光、玻璃天线、玻璃显示大有可为 2 投资建议及风险提示 汽车玻璃是具备持续升级能力的优质零部件赛道。随着电动化和智能化的发展以及消费升级，汽车玻璃产品正处在持 续升级的过程当中，在传统遮风挡雨的基础功能上，汽车玻璃逐渐延伸出了隔热、隔音、可加热、憎水、调光、天线、 轻量化、HUD前挡以及全景天幕等功能。福耀的收入结构中，高附加值产品的占比也在同步持续提升，推动着公司汽 车玻璃产品单平米价格的持续增长。根据我们的测算，福耀汽车玻璃产品单平米价格从2012年的131.06元/平方米持 续提升至2024年的229.11元/平方米，复合增长率为5%，近三年的复合增长率则更高，为8%。 电动化周期：天幕玻璃为核心，前挡+边窗同步升级。这一阶段的汽车玻璃升级主要表现在天幕玻璃、HUD前挡以及双 层边窗等几个主要方向。其中，全景天幕（ ...

Group 1 - CATL aims for a 50% penetration rate of new energy in heavy trucks within three years, introducing a standard battery and battery swap solution [1] - The battery swap solution is expected to address issues of short range and slow charging, potentially lowering costs in the commercial vehicle sector [1] - This strategic move signifies CATL's deepening involvement in the commercial vehicle market and may drive industry standards and electric vehicle adoption [1] Group 2 - Xiaomi responded to rumors regarding the SU7 model, clarifying that minor deformation issues are due to installation gaps and offering free repair services [2] - The company refuted claims of a sales collapse due to cancellations, attributing delivery limitations to production capacity issues [2] - Xiaomi's proactive communication reflects its commitment to consumer concerns and brand image maintenance [2] Group 3 - Changan Automobile's new electric vehicle factory in Thailand marks a significant step in its global strategy, enhancing competitiveness in Southeast Asia [3] - The factory, with an investment of approximately 2 billion RMB, showcases advanced manufacturing and supply chain management capabilities [3] - This development exemplifies the global influence of Chinese manufacturing and aligns with the Belt and Road Initiative [3] Group 4 - BYD announced the establishment of its European headquarters in Hungary to strengthen its market presence and service efficiency [4] - The new center will create 2,000 jobs and will serve as a hub for sales, after-sales, testing, and localized vehicle development [4] - This move reinforces BYD's strategic expansion in Europe amid increasing competition in the electric vehicle market [4] Group 5 - China FAW Group signed a strategic cooperation agreement with New Ziguang Group to enhance domestic chip applications and supply chain resources [5] - The collaboration aims to develop a comprehensive automotive-grade chip ecosystem, covering design, manufacturing, and application [5] - This partnership highlights the deep integration of the automotive and semiconductor industries, improving self-innovation capabilities [6]

5月18日，由中国交通运输协会与宁德时代联合主办的"新一代重卡换电生态发布活动"在山西 大同举行。活动正式发布75#标准化换电块及全场景底盘换电解决方案，并宣布将在2030年 建成覆盖全国80%干线运力的"八横十纵"换电绿网目标，推动重卡电动化三年内跨越50%市 场渗透率目标。 山西省委常委、常务副省长卢东亮表示，山西将加速重卡电动化及换电产业发展，助力能源转 型。交通运输部运输服务司副司长管昭强调，将通过政策支持推动交通运输与能源融合发展。 中国工程院院士孙逢春认为，底盘换电更有利于重卡实现全面电动化及交能融合。 宁德时代董事长曾毓群提出，在零碳转型和物流降本的双重挑战和机遇下，未来3年重卡行业 将迎爆发式增长，实现50%的电动化率。曾毓群现场发布75#标准化换电块，该产品具备三大 核心优势：第一，实现全生命周期吨公里成本最低；第二，安全性能达到行业最高标准；第 三，完美适配换电模式的标准化需求。 t CATL宁德时代 | | 嘿嘿换电 准进全场景电动化 共建国际使用新生态 新一代重卡换电 言 共 生态发布活动 时 葉 t 费 CATLデ德时代 | | | 宁德时代换电业务总经理、时代骐骥CEO杨峻表示，宁 ...

作 者丨 费心懿 宁德时代董事长曾毓群在现场表示，公司近年来持续投入底盘换电技术研发，也与全球主流 重卡企业的CEO、CTO进行过深入探讨。新能源重卡的核心竞争力最终体现在吨公里运输成 本上，这正是7 5 #电池着力打造的竞争优势。 本期编辑 黎雨桐 "绝不妥协"！胖东来连发视频，高管哽咽落泪！柴怼怼账号内容已被清空 突发跳水，超10万人爆仓！币圈富豪遭绑架，全球已发生多起 广州房贷利率有变！多家银行已执行 SFC 21君荐读 宁德时代称，通过全行业的共同托举，骐骥换电目前已经实现了重卡领域的"电气同价"。 采用骐骥底盘换电的重卡，按照全年跑1 0万公里来计算，单公里比油车节省0 . 6 2元，一年多 挣6万元；跟LNG比，单公里节省0 . 2元，一年多挣2万元，而且电价稳定，不受到气价波动的 困扰。未来随着能耗进一步降低，以及网络的日益完善和规模的扩大，"电比气省"将变成主 流，让重卡用户用得多，省得更多、赚得更多。 编 辑丨骆一帆 5月1 8日，由中国交通运输协会与宁德时代联合主办的"新一代重卡换电生态发布活动"在山西 大同举行。在该发布会上，宁德时代发布了7 5 #标准化换电块及全场景底盘换电解决方案， ...

Core Insights - The 2025 Global Engineering Machinery Top 50 Summit recently released rankings of the top 100 global engineering machinery parts suppliers and the top 100 Chinese engineering machinery parts suppliers, highlighting the strong presence of Hunan enterprises in the industry [1][2] - Hunan is recognized as a strong province in engineering machinery, with five companies listed among the global top 50, driving the transformation of upstream and downstream parts suppliers towards high-end, intelligent, and green technologies [1][2] - A total of 27 Chinese companies made it to the global top 100 list, indicating a significant increase compared to previous years, particularly in core supporting sectors such as power systems, hydraulic systems, and the three-electric systems (battery, electric drive or motor, and electric control) [1][3] Company Highlights - Six Hunan companies ranked among the top 100 Chinese suppliers: Hunan Teli Hydraulic Co., Ltd., Huzhou Hongwei New Energy Vehicle Co., Ltd., Changsha Shobo Electronics Technology Co., Ltd. (Shobo Electronics), Zhuzhou Gear Co., Ltd., Hidi Intelligent Driving Technology Co., Ltd. (Hidi Intelligent Driving), and Changsha Meihua Vehicle Co., Ltd. (Meihua Vehicle) [2] - Shobo Electronics specializes in core electronic products and vehicle control system solutions for special equipment, with applications in various fields including sanitation machinery and agricultural machinery [2] - Hidi Intelligent Driving is a unicorn in commercial vehicle autonomous driving, focusing on smart vehicles and smart roads, providing intelligent connected solutions for various transportation scenarios [2] - Meihua Vehicle is engaged in the manufacturing of automotive parts and components, with a complete industry chain from R&D to sales, also involved in recycling and retail of automotive parts [2] Industry Trends - The industry is experiencing a continuous increase in concentration, with leading companies that possess independent innovation capabilities expanding their market share, while smaller contract manufacturers face the risk of elimination [3]

据路透社报道，梅洛尼5月17日与德国总理默茨在意大利举行会谈，她在会后表示，欧盟正推动电气 化，特别是在汽车行业，这可能会削弱欧洲的制造实力。"我常说，在沙漠里没有绿色可言，首先我们 必须对抗欧洲工业的荒漠化。"（智通财经） 欧洲正在推动汽车业的电动化转型，但面临重重挑战。据央视新闻报道，欧洲议会在5月早些时候通过 了放宽车企碳排放规则修订案，将在新的乘用车和厢式货车二氧化碳减排目标方面，给予汽车制造商更 灵活的排放合规选项。此举被指欧洲清洁交通战略的"倒退"，但是意大利总理梅洛尼日前表示，过于僵 化的绿色政策可能会摧毁欧洲的工业基础。 ...

宁德时代宣布，通过全行业的共同托举，骐骥换电已经实现了重卡领域的"电气同价"。采用骐骥底盘换电的重卡，按照全年跑10万公里 来计算，单公里比油车节省0.62元，一年多挣6万；跟LNG比，单公里节省0.2元，一年多挣2万，而且电价稳定，不受到气价波动的困 扰。未来随着能耗进一步降低，以及网络的日益完善和规模的扩大，"电比气省"将变成主流，让重卡用户用得多，省得更多、赚得更 多。 宁德时代表示，将坚定投入资源建设换电干线组网。根据规划，2025年目标是在京津冀、长三角、大湾区等13个核心区域建成300座换 电站，贯通沧榆线、京沪线(G2)、沪广线、沪蓉线等11条干线。到2030年之前，将建设一张"八横十纵"的全国换电绿网，组成16大城市 群换电网，这全长15万公里的高速及国省道干线，将覆盖 80%的干线运力。活动现场，还举行了首条底盘换电高速干线——沧榆干线的 通车仪式，并现场交车1428辆，签订6900辆车的意向订单，并在活动场外展示了百辆换电重卡方阵。 宁德时代将联合行业上下游加速生态建设。与交通运输部公路院合作推动标准体系和政策研究；与交通运输部规划院、中石化、多省市 高速集团和交投集团等合作加速高速公路、 ...

在5月18日举行的新一代重卡换电生态发布活动上，宁德时代（300750）董事长曾毓群称，未来三年(到 2028年)，国内重卡市场电动化渗透率将达到50%。2024年这一数字为10%。在该活动上，宁德时代正式 发布针对中重型卡车的换电电池75号标准换电块。(界面) ...

以下文章来源于消费者报道 ，作者陈梓庆 消费者报道 . 只为消费者发声 按： 要科技感还是要体验感？ 近日，工信部将申请立项的《汽车车门把手安全技术要求》进行公示，对隐藏式门把手进 行规范。实际上，随着电动化和智能化进程的深入，除了车钥匙门把手以外，一些形式大 于内容的鸡肋功能也被消费者吐槽。 要科技感还是要安全感，不应该让消费者二选一。这些被车主嫌弃的功能，也像隐藏式门 把手一样需要得到优化。 01 让人又爱又恨的全景天幕 其中，全景天幕可谓让车主又爱又恨。 因为能提升车内头部空间表现，加上能满足观景需求，全景天幕逐渐成为新能源汽车的标 配。全景天幕以一块大玻璃覆盖车顶，蓝天白云之下别有一番风味，还颇具科技感和设计 感。 然而，到了夏天，全景天幕对于车内乘员而言可谓折磨。 一方面，全景天幕的玻璃本身会透过不少可见光与红外线；另一方面，玻璃自身吸收可见 光与红外线能量后，温度迅速飙升。当全景天幕直接将热量传递到车厢内，相当于在乘员 头顶上挂了一个电烤灯。 小宋是某新能源品牌车主，她坦言夏天在车内感觉并不好受。"一到夏天出太阳的时候，车 厢内温度就会很高，虽然坐在车内，但是感觉跟在室外骑电动自行车一样热。" 小 ...