现代Ioniq 9 金融时报 在美国市场，现代起亚已在电动汽车销售方面占据主导地位。在2023年和2024年，现代起亚在美国的电 动汽车销量仅次于特斯拉。不过在2025年第一季度，通用汽车超越现代起亚排名第二。 【文/观察者网 潘昱辰 编辑/高莘】随着中国电动汽车在欧洲的销量增长，韩国现代起亚汽车集团正寻 求借助这股东风，从欧美和日本竞争对手手中夺取市场份额。 据英国《金融时报》7月1日报道，现代汽车欧洲业务新任负责人哈维尔·马蒂内特（Xavier Martinet）在 接受采访时表示，现代起亚对欧洲大陆建设第三家工厂持开放态度，希望复制其在美国的扩张。 马蒂内特认为，电动汽车时代许多用户比过去更愿意更换品牌，中国电动汽车的高速增长并不会给现代 带来压力，反而可能让现代从中受益。 欧洲汽车制造商协会（ACEA）的数据显示，今年1-5月，现代起亚的新车注册量较去年同期下降了 3.5%。马蒂内特表示，如果现代起亚能成功扩大在欧洲的市场份额，该集团将考虑扩大其在捷克和土 耳其工厂的生产，"为欧洲设计汽车、在欧洲制造汽车和在欧洲销售汽车。" 虽然现代起亚将中国品牌进军欧洲视为机遇，但它也承认比亚迪、奇瑞和其他中国品牌 ...

在合作伙伴台积电计划于2027年终止 氮化镓 代工业务以后， Navitas Semiconductor（纳微半导体） 今天宣布，将与力晶半导体制造股份有限公司 (PSMC 或 Powerchip ) 建立战略合作伙伴关系，开始 生产并继续开发一流的 200 毫米硅基氮化镓技术。 纳微的 GaN IC 产品组合预计将使用力晶位于台湾竹南科学园区的8B晶圆厂的200毫米晶圆。该晶圆厂 自2019年投入运营，支持从Micro-LED到 射频GaN 器件等各种GaN大批量生产工艺。 Powerchip 的技术能力包括改进的 180nm CMOS 工艺，提供更小、更先进的几何尺寸，从而提升性能、 功率效率、集成度和成本。Navitas 宽带隙技术平台高级副总裁 Sid Sundaresan 博士表示："在 180nm 工 艺节点上进行 200mm 硅基氮化镓生产，使我们能够继续创新，开发更高功率密度、更快速度和更高效 的器件，同时降低成本、扩大规模并提高产量。" 力晶预计将生产纳微（Navitas）额定电压为 100V 至 650V 的 GaN 产品组合，以满足 48V 基础设施 （包括超大规模 AI 数据中心和电动 ...

Economic Resilience and Outlook - Foreign institutions are optimistic about China's economic resilience, with "resilience" being a key term in their evaluations [1] - HSBC forecasts global economic growth may slow to 2.5% by 2025, while China's macro policies will support domestic demand growth [1] - Deutsche Bank highlights the resilience in China's service sector and retail performance, with retail sales of home appliances and communication equipment showing significant year-on-year growth of 25.6% to 53% in May [1] Policy Stimulus and Economic Support - Chinese policymakers have increased stimulus measures, expanding the 2025 fiscal budget and easing monetary policy to improve economic growth [2] - The acceleration of fiscal spending and a series of financial policies from the central bank are expected to boost domestic demand in the coming months [2] - There is ample room for fiscal policy to support the economy through special government bonds and local government bonds [2] Market Interest and Investment Opportunities - Chinese assets are gaining market attention, with a positive macro environment in major developed and emerging markets [3] - The Chinese stock market is expected to benefit from increased government support, with current valuations considered reasonable [3] - Foreign institutions are optimistic about the appreciation of the Chinese yuan against the US dollar, predicting it will reach 7.0 by the end of 2025 and further strengthen to 6.7 by the end of 2026 [3]

Market Overview - US stock indices opened higher on June 30, with the Dow Jones up 0.5%, Nasdaq up 0.43%, and S&P 500 up 0.32% [1] Company News - Huiyu Technology surged over 11% after the US Department of Justice resolved its antitrust case regarding a $14 billion acquisition of Juniper Networks [1] - Oracle's stock rose over 7% as the CEO reported a strong start to the fiscal year 2026, signing multiple large cloud service agreements [1] - Moderna's shares increased by over 4%, while Goldman Sachs saw a rise of over 3% [1] Tesla Developments - Tesla announced the launch of its first batch of V4 Superchargers, which are now open to non-Tesla vehicles, covering various locations in China [2] Automotive Industry - Toyota's subsidiary Daihatsu announced a temporary suspension of operations at certain factories in Japan due to a shortage of parts from suppliers [4] Cryptocurrency Investment - Strategy (formerly MicroStrategy) invested approximately $531.9 million to acquire 4,980 bitcoins at an average price of about $106,801 each, achieving a 19.7% return on investment since the beginning of 2025 [3] Corporate Statements - JD.com clarified that it has not started issuing stablecoins and warned the public about misleading information regarding its blockchain technology [5] - Xiaopeng Motors' CEO, He Xiaopeng, expressed optimism about the automotive industry's payment terms improving in the second half of the year and into next year, emphasizing corporate social responsibility [6]

Core Insights - Xiaomi Group launched its first SUV, the Xiaomi YU7, which is being touted as a "redefinition of smart electric SUVs" and is seen as a significant competitor to Tesla in the Chinese market [1][2][4] Sales Performance - The Xiaomi YU7 received over 200,000 pre-orders within 3 minutes of its launch, surpassing 289,000 orders in 1 hour, and reaching 240,000 orders within 18 hours [2] - The starting price of the YU7 is 253,500 yuan, which is nearly 4% lower than Tesla's Model Y, positioning it as a direct competitor in the largest automotive market globally [2] Competitive Landscape - Xiaomi's founder, Lei Jun, expressed confidence in challenging Tesla's Model Y, which has been a top seller globally for several years [4] - The YU7 is expected to help Xiaomi's automotive business achieve profitability in the second half of the year, making it one of the fastest brands to reach this milestone in the automotive sector [4][6] Market Impact - The introduction of the YU7 is seen as a significant shift in the Chinese automotive industry, with Xiaomi's vehicles being recognized as strong competitors against established brands like Tesla, Ford, and General Motors [9][10] - Xiaomi's SU7 and YU7 models have already surpassed Tesla's Model 3 and Model Y in sales in China, indicating a growing market presence [6][10] Technological Advancements - The YU7 has set a world record for electric vehicle endurance, driving 3,944 kilometers in 24 hours, surpassing competitors like Mercedes and Porsche [12] - The vehicle's range exceeds that of Tesla's Model Y Long Range version, and it features advanced AI capabilities, such as gesture control for music [14] Future Commitments - Xiaomi plans to invest 200 billion yuan in core technology over the next five years to ensure continued innovation and competitiveness in the automotive sector [17]

当地时间周四，多家外媒报道称，特斯拉北美和欧洲业务负责人奥米德・阿夫沙尔（Omead Afshar）已经离职。 知情人士透露，Afshar已经离开了公司，这也是在特斯拉面临动荡时期的又一位高层离职。 Afshar在社交平台曾发文称："在Model 3的地狱时刻，我几乎每天都和Elon一起工作。这包括感恩节、圣诞节、新年前夜、他的生日，甚至差点错过了我兄 弟的婚礼。" Afshar一直是马斯克的心腹，曾经主导德州超级工厂的建设，还短暂调任SpaceX。 2024年10月，Afshar回归特斯拉并升任北美和欧洲业务副总裁，并直接向马斯克汇报工作。 任职副总裁后，Afshar的直接下属包括北美销售与服务副总裁Troy Jones、特斯拉得克萨斯州工厂制造总监Jason Shawhan。 不过，特斯拉、马斯克以及和Afshar都没有对离职一事做出回应。 高层震荡 在关键地区销售长期下滑的背景下，特斯拉CEO埃隆·马斯克解雇了公司制造和运营副总裁奥米德・阿夫沙尔（Omead Afshar）。 2017年，Afshar加入了特斯拉，当时公司正在准备全面量产Model 3。 销量方面，据欧洲汽车制造商协会（ACEA）发布的 ...

Group 1: Investment in Nickel and Copper Industry - Indonesia has attracted over $80 billion in investments for nickel smelting plants over the past decade, and is rapidly becoming a significant player in the copper smelting industry as global demand for copper rises [1] - In the past year, Indonesia has attracted over $9 billion in investments in the copper sector, including a large copper refining facility by Freeport Indonesia in East Java and a new smelting plant by Amman Mineral in West Nusa Tenggara [1][2] - The Indonesian Chamber of Commerce and Industry anticipates more copper smelting plants will emerge, contingent on sufficient financing and long-term investments [2] Group 2: Demand for Copper in Electric Vehicles - Analysts indicate that interest in copper processing plants is increasing, driven by the significant rise in electric vehicle production, with each battery pack for medium-sized electric vehicles containing approximately 10% copper, or about 80 kilograms [2] - By 2030, Indonesia's annual sales of four-wheeled electric vehicles are expected to reach 195,000 units, and two-wheeled electric vehicles are projected to reach 5 million units, with each four-wheeled vehicle requiring 83 kilograms of copper [3] Group 3: Current and Future Copper Production - Freeport Indonesia's copper refining facility in East Java is expected to produce at least 1.1 million tons of cathode copper annually, moving the country from sixth to fifth in global rankings for this category [4] - The new copper refining facility in East Java resumed operations in late May after a temporary closure due to a fire, with a processing capacity of 1.7 million tons of copper concentrate, yielding 650,000 tons of cathode copper [4][5] - Amman Mineral began producing cathode copper in March and is currently fine-tuning new equipment to achieve full and continuous capacity, with a processing capacity of 900,000 tons of copper concentrate [5] Group 4: Investment Potential and Industry Gaps - Indonesia has 220.3 million tons of copper reserves, ranking 10th globally, but its refined copper output ranks 16th, indicating a significant investment potential in the copper refining sector [3] - The current copper processing facilities primarily produce anode copper for decorative coatings and cathode copper for electric vehicle batteries, but there is a lack of facilities for producing sintered copper products for automotive electrical systems [3][4]

来源：环球网 【环球网科技综合报道】6月26日消息，据欧洲汽车制造商协会（ACEA）最新发布的数据显示，今年5 月特斯拉在欧洲市场的新车销量同比降幅达27.9%。值得关注的是，尽管同期欧洲纯电动汽车（BEV） 整体销量实现了27.2%的增长，且欧洲地区5月汽车总销量同比微增1.9%，但特斯拉的市场表现却未随 之改善，其市场份额从去年同期的1.8%降至1.2%，销量已连续五个月呈下滑态势，即便改款后的Model Y车型推出，也未能扭转这一颓势。 分析这一市场变化趋势，消费者购车偏好的转变是重要因素。一方面，价格更为亲民的中国电动汽车在 欧洲市场受到越来越多消费者的青睐；另一方面，部分消费者对特斯拉首席执行官埃隆·马斯克的政治 立场表达了不满。与此同时，汽车市场的竞争愈发激烈，传统汽车制造商以及中国的竞争对手正加速推 出新的电动汽车产品。在贸易紧张局势加剧的背景下，特斯拉的市场空间受到明显挤压，其市场份额被 进一步分割。 与特斯拉的销售颓势形成对比的是，中国电动汽车制造商在欧洲市场持续保持强劲的增长势头。尽管欧 盟对中国电动汽车征收了关税，但今年5月中国品牌在欧洲的销量仍达到65808辆，市场份额较以往翻 倍，达 ...

Core Viewpoint - The electric luxury vehicle market is facing significant challenges, with major brands like Mercedes, Ferrari, and Porsche experiencing disappointing sales and production cuts despite a general increase in global electric vehicle sales [4][5][6][7]. Group 1: Sales Performance - Mercedes' electric G-Class SUV has seen poor sales, with only 1,450 units sold in Europe by April, compared to 9,700 units of the gasoline version [11]. - Ferrari has delayed the launch of its second electric vehicle to at least 2028 due to weak demand [5]. - Porsche has reduced production plans for its electric models, including the Taycan, which has seen a 49% drop in sales [20]. Group 2: Market Dynamics - The global electric vehicle market is booming, with a projected 20 million units sold by 2025, accounting for over 25% of total vehicle sales [18]. - The International Energy Agency (IEA) forecasts that by 2030, electric vehicles will make up over 40% of the market, driven by smaller and more affordable models [19]. - China dominates global electric vehicle production, accounting for over 70% of output, and has exported nearly 1.25 million electric vehicles [19]. Group 3: Consumer Preferences - Consumers are gravitating towards lower-priced gasoline models rather than expensive electric versions, as seen with the G-Class where buyers prefer the gasoline variant for its better value [14][21]. - The electric G-Class has a significantly lower range (239 miles) compared to its gasoline counterpart (500 miles), which is a critical factor for consumers [15]. - The trend indicates a shift away from high-end electric vehicles towards more affordable entry-level models, as traditional luxury strategies are becoming less effective [21][23]. Group 4: Strategic Shifts - Luxury brands are reassessing their electric vehicle strategies, with companies like Bentley and Lamborghini delaying electric vehicle launches and extending the timeline for phasing out gasoline engines [20]. - The automotive industry is encouraged to adopt a strategy similar to Ford's Model T, focusing on affordable, mass-produced electric vehicles rather than high-end models [23].

据小米汽车6月23日消息，6月26日（本周四）晚19:00，小米首款SUV，小米YU7 将正式发布。 据每日经济新闻报道，6月24日，一辆黄色清障车停靠在小米工厂路边，该车司机告诉记者， 小米YU7 展车的拖运工作大概是从6月20日开始的，（厂家）要求在6月26日前完成500辆展车的拖运 。 记者在现场看到，数十辆清障车停靠在北京经济技术开发区（以下简称经开区）小米汽车工厂北一门和 北二门外的马路两侧。而在小米汽车一期工厂停车场内，有少量被银色车衣包裹的小米YU7。 小米YU7分三个版本、9种配色 雷军回应定价： 6月25日，小米创始人雷军在微博透露，小米YU7分三个版本， 标准版：后驱，CLTC续航835km， Pro：四驱，闭式双腔空簧，CLTC续航770km，Max：顶配，高性能四驱，CLTC续航760km，独有的 豪华配置 。 雷军还表示，小米YU7一共有9个配色，目前已发布5种配色，分别是宝石绿、熔岩橙、钛金属色、寒武 岩灰、流金粉。 图据NBD汽车 "停车场内可以看到，每天下线的小米YU7的数量都不一样。"一位小米汽车超级工厂店内工作人员告诉 记者，最近这几天，工厂正陆续向全国各地还没有小米YU7 ...