2025年1至6月份，*ST大立的营业收入构成为：计算机和通信和其他电子设备制造业占比99.45%，其他 业务占比0.55%。 每经AI快讯，*ST大立（SZ 002214，收盘价：15.16元）10月27日晚间发布公告称，近日，公司与苏州 挚途科技有限公司签署了《战略合作协议》，决定通过战略合作，推动行业智能化升级，提升运营效 率，降低成本，实现资源共享，互利共赢，打造行业标杆，推动自动驾驶技术在各个领域的广泛应用， 双方强强联合，共同研发自动驾驶技术新感知方案，加强资本合作，探索自动驾驶新应用场景。本次签 署的《战略合作协议》为框架性协议，不涉及关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。本次签署《战略合作协议》事项无需提交董事会和股东大会审议。 （记者 曾健辉） 截至发稿，*ST大立市值为91亿元。 每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 ...

近日，特斯拉公布了 2025 年第三季度财报，财报显示，特斯拉第三季度净利润为 13.7 亿美元，相较于去年同期的 21.73 亿美元，大幅下降 37% 。这一数据 的公布，让众多投资者和行业观察者出乎意料，毕竟特斯拉在过去凭借着先进的技术和创新的商业模式，一直保持着强劲的增长态势，如今净利却大跌，不 禁让人疑惑：到底发生了什么？ 行业竞争与市场环境的挑战 电动汽车市场不再是特斯拉一家独大的局面，众多竞争对手的崛起，给特斯拉带来了不小的竞争压力。 在中国市场，自主品牌车企凭借丰富的产品线，成为了新能源汽车领域的强劲对手。2025 年1月，比亚迪汽车零售销量高达20.02万辆，市场份额达到 26.9%。蔚来、小鹏、理想等造车新势力也不容小觑。蔚来以高端服务和智能科技为卖点，打造了独特的用户社区，增强了用户粘性；小鹏在智能驾驶辅助 系统方面投入大量研发，其XPILOT系列技术处于国内领先水平，吸引了追求科技感的消费者；理想凭借增程式电动技术，解决了用户的里程焦虑问题，在 SUV市场获得了一定的市场份额 。 在全球市场，传统汽车制造商也在加速电动化转型。大众的 ID 系列车型，依托其庞大的全球生产网络和研发资源，在 ...

Core Insights - Jiushi Intelligent has completed a $100 million B4 round of financing led by Ant Group, with participation from Blue Lake Capital and Baidu Ventures, bringing total B round financing to $400 million [1] - The funds will be used to enhance R&D in autonomous driving technology, product iteration, supply chain control, global market expansion, and customer service improvement [1] - Jiushi Intelligent has become a primary supplier for 4 out of 8 packages in a recent procurement project for 7,000 autonomous vehicles by China Post, securing over 50% of the orders [1] Business Model and Market Position - Jiushi Intelligent holds over 70% market share in the domestic logistics sector, having launched the Z5 model, a 5 cubic meter autonomous delivery vehicle, which has proven commercially viable [2] - The company has expanded its product line to include refrigerated and high-load vehicles, focusing on B2B applications rather than B2C [2] - The Z5 model's design allows for cost-effective production by utilizing existing automotive supply chains, significantly reducing costs compared to custom parts [2] Cost Efficiency and Technology Development - Jiushi Intelligent has implemented a subscription model and cost-effective vehicle designs, reducing the average monthly operating cost of a single autonomous vehicle to approximately 3,000 yuan [3] - The company claims its autonomous vehicles can reduce operational costs by 50%-70% and improve delivery efficiency by 40% [3] - The company has achieved full lifecycle profitability through a "turnkey sales + operation" model [3] Technological Advancements - Jiushi Intelligent has released L4+ level autonomous driving technology, which enhances the vehicle's ability to operate in various environments with reduced reliance on high-precision maps [4] - The company has achieved significant operational milestones, covering over 300 cities globally, with a cumulative delivery volume exceeding 1 billion packages and over 50 million kilometers driven [4] - Jiushi Intelligent holds a 76% market share in urban autonomous vehicle sales, with an 88% share in the RoboVan segment [4] Global Expansion and Ecosystem Collaboration - The involvement of Ant Group in the recent financing round has raised expectations for Jiushi Intelligent's ecosystem collaborations [5] - The company is actively pursuing international markets, with a focus on localizing technology and building standards in regions like Singapore and Malaysia [5] - Jiushi Intelligent has signed a commercial cooperation agreement with FairPrice Group in Singapore, becoming the first to operate autonomous vehicles on public roads in the region [5]

Core Insights - Tesla's Q3 2025 revenue reached $28.1 billion, a 12% year-over-year increase, surpassing analyst expectations of $26.37 billion [1] - Net profit for Q3 was $1.77 billion, a 29% decline year-over-year, with adjusted earnings per share (EPS) at $0.50, below the expected $0.54 [1] - The gross margin for Q3 was 18%, exceeding the forecast of 17.2%, while free cash flow was $3.99 billion, significantly higher than the anticipated $1.25 billion [1] Financial Performance - Total automotive revenues for Q3 were $20.16 billion, a 6% increase from $20 billion in the same period last year, driven by a 7.4% rise in global vehicle deliveries to 497,099 units [2][4] - Energy generation and storage revenue grew by 44% year-over-year to $3.415 billion, while services and other revenue increased by 25% to $3.475 billion [2] - Total gross profit for Q3 was $5.054 billion, reflecting a 1% increase year-over-year, with an operating margin of 5.8%, down 501 basis points from the previous year [2] Market Dynamics - Tesla's performance was impacted by declining sales in the European market, although this was partially offset by increased sales in the U.S. due to consumer demand before the expiration of federal tax credits [4] - The company delivered 169,200 vehicles in China during Q3, contributing to the overall delivery growth [2][6] - The introduction of lower-priced models, such as the Model 3 Standard and Model Y Standard, is seen as a strategic response to the potential loss of electric vehicle subsidies in the U.S. [7] Future Outlook - Tesla's CFO indicated that tariffs had a total impact exceeding $400 million in Q3, highlighting ongoing challenges in the market [9] - CEO Elon Musk projected a sales growth of 20% to 30% for the year, supported by the launch of more affordable models and advancements in autonomous driving technology [9]

凤凰网科技讯 北京时间10月23日，据《商业内幕》报道，特斯拉竞争对手的一位高管不明白，埃隆·马 斯克(Elon Musk)为何对激光雷达如此反感。 "在汽车上安装这玩意儿简直蠢透了。不仅昂贵而且多余，"马斯克在2019年表示，"只要突破视觉识别 技术，激光雷达就毫无价值。你等于在车上装了堆昂贵却无用的硬件。" "我认为，他们对不同的传感器模式有一种非常僵化的观点，仅仅从工程学的角度是无法解释的。"菲尔 宾在一场聚焦自动驾驶AI发展的活动中对《商业内幕》表示。 菲尔宾称赞了特斯拉对机器学习的重视，并肯定了该公司对行业发展的推动作用。但整体而言，他认为 特斯拉的自动驾驶技术路线"利弊参半"。 今年早些时候，马斯克再次重申了他根深蒂固的质疑立场。"人类驾驶时又不需要从眼睛里发射激 光，"马斯克今年3月在X上发文时，并附上了他在2019年发表的相关言论的视频链接，"只要体验过特 斯拉仅靠摄像头和AI实现的自动驾驶，你就会明白。" 截至发稿，特斯拉尚未就此置评。(作者/箫雨) 电动汽车公司Rivian自动驾驶业务主管詹姆斯·菲尔宾(James Philbin)表示，特斯拉在激光雷达上的"僵化 观点"，与自动驾驶汽车的 ...

Core Insights - Tesla reported third-quarter revenue of $28.1 billion, a 12% year-over-year increase, ending a two-quarter decline, surpassing market expectations of $26.37 billion [2] - Automotive revenue grew from $20 billion in the same quarter last year to $21.2 billion, reflecting a 6% increase [2] - The company delivered a record 497,099 vehicles in the third quarter, with total production at 447,450 units [3] Financial Performance - Net profit for the third quarter fell 37% year-over-year, from $2.17 billion ($0.62 per share) to $1.37 billion ($0.39 per share) [3] - Automotive regulatory credit revenue decreased by 44% year-over-year, from $739 million to $417 million [3] - Operating expenses increased by 50%, attributed to investments in AI and other R&D projects [3] Market Dynamics - The expiration of the U.S. federal electric vehicle tax credit led to a surge in vehicle purchases before the deadline, impacting sales timing [3] - Tesla introduced lower-cost "Standard" versions of the Model Y and Model 3 to make products more affordable post-tax credit expiration [4] - Analysts warn that the introduction of lower-priced models may pressure profit margins, as cost reductions may not fully offset the impact of lower prices [4] Future Outlook - Tesla's vehicle deliveries are projected to decline by 8.5% in 2025 due to factors such as expiring tax credits and increased competition [5] - The company did not provide specific sales targets but plans to launch new products, including Cybercab and Megapack 3, by 2026 [5] - Tesla's energy production and storage business saw a 44% revenue increase year-over-year, reaching $3.42 billion [5] Strategic Initiatives - Tesla is constructing the first production line for its humanoid robot "Optimus" [5] - The company's valuation of approximately $1.5 trillion reflects investor confidence in its robotics and AI ventures [6] - Tesla is transitioning from a pure automotive sales model to a focus on autonomous driving technology [6]

Core Viewpoint - Tesla reported a 12% year-over-year revenue growth in Q3, reaching $28.1 billion, ending a two-quarter decline trend, with market expectations at $26.37 billion [3][4] Financial Performance - Automotive revenue increased from $20 billion in the same period last year to $21.2 billion, a 6% year-over-year growth [3][4] - Q3 net profit decreased by 37% from $2.17 billion (62 cents per share) to $1.37 billion (39 cents per share) [4] - Regulatory credit revenue for the automotive business fell 44% year-over-year from $739 million to $417 million [5] Market Dynamics - The expiration of the U.S. federal electric vehicle tax credit led to a surge in vehicle purchases before the deadline, resulting in a record delivery of 497,099 vehicles in Q3 [4] - Tesla's total vehicle production for the quarter was 447,450 units, but cumulative deliveries for the first three quarters of 2025 were approximately 1.2 million, down about 6% from the same period in 2024 [4] Strategic Initiatives - To boost sales, Tesla launched lower-cost "standard versions" of the Model Y and Model 3, aiming to make products more affordable post-tax credit expiration [5] - Analysts warn that this move may pressure profit margins, as cost reductions per vehicle may not fully offset the impact of lower prices [5] Future Outlook - Tesla did not provide specific sales targets but plans to start mass production of Cybercab, Semi, and Megapack 3 by 2026 [6] - The energy production and storage segment saw a 44% year-over-year revenue increase, reaching $3.42 billion [6] - The company is building the first-generation production line for its humanoid robot, Optimus, indicating a strategic shift towards autonomous technology [6][7] Valuation and Market Position - Tesla's valuation of approximately $1.5 trillion reflects investor confidence in its robotics and AI business [7] - The company has shifted its focus from pure automotive sales to a model centered around autonomous driving technology [7]

Core Insights - Tesla reported third-quarter revenue of $28.1 billion, a 12% year-over-year increase, ending a two-quarter decline, surpassing market expectations of $26.37 billion [1] - The automotive segment revenue grew from $20 billion in the same quarter last year to $21.2 billion, reflecting a 6% increase [1] - The company delivered a record 497,099 vehicles in the third quarter, with total vehicle production at 447,450 [2] Financial Performance - Net profit for the third quarter decreased by 37% year-over-year, dropping from $2.17 billion (or $0.62 per share) to $1.37 billion (or $0.39 per share) [2] - Automotive regulatory credit revenue fell from $739 million to $417 million, a decline of 44% year-over-year [2] Market Dynamics - The expiration of the U.S. federal electric vehicle tax credit led to a surge in vehicle purchases before the deadline, impacting sales timing [2] - Tesla introduced lower-cost "Standard" versions of the Model Y and Model 3 to make products more affordable post-tax credit expiration [3] - Analysts predict an 8.5% decline in Tesla's vehicle deliveries by 2025 due to the tax credit expiration, reliance on older models, and increased competition [3] Future Outlook - Tesla did not provide specific sales targets for future demand but plans to start mass production of Cybercab, Semi, and Megapack 3 by 2026 [3] - The energy production and storage segment saw a 44% year-over-year revenue increase, reaching $3.42 billion [3] - The company is building the first production line for its humanoid robot, Optimus, reflecting a strategic shift towards automation and AI [4]

奔驰大规模"裁员"落地。 据多家外国媒体报道，德国汽车巨头梅赛德斯-奔驰今年4月开始的"自愿离职计划"开始落实。目前已经 有数千人接受遣散方案离职。除奔驰外，多家欧洲汽车制造商已经宣布裁员计划。 奔驰推自愿离职计划 今年4月，根据德国《Handelsblatt》报道，梅赛德斯-奔驰启动一场代号为"自愿遣散计划"的裁员风暴。 奔驰CEO奥拉·卡列尼乌斯当时表示，通过提供丰厚的遣散费，公司期望能够鼓励约3万名员工自愿离 职。他强调，对于不愿离职的员工，公司不会强迫，也不会因此解雇他们。此外，梅赛德斯-奔驰还保 留拒绝某些员工接受买断计划的权利，尤其是关键岗位上的员工，以尽可能保留顶尖人才。 该计划涵盖了多个层面的员工，入门级员工获得与任期挂钩的基本遣散费，而管理职位则受益于放大薪 酬的乘数。例如，服务15年的董事可能有资格获得30万欧元，而副总裁可能达到50万欧元的上限。此 外，还采取了阶梯方案，工龄每增加一年，补偿金额将递增15%。 奔驰公司预计到2027年每年将节省约50亿欧元，这主要来自这项自愿遣散计划。这些资金将重新用于电 动汽车 （EV） 和自动驾驶技术的研发。自愿遣散计划是这一财务战略的基石，使公司能 ...

奔驰大规模"裁员"落地。 据多家外国媒体报道，德国汽车巨头梅赛德斯-奔驰今年4月开始的"自愿离职计划"开始落实。目前已经有数千人接受遣散方案离职。除奔驰外，多家欧洲 汽车制造商已经宣布裁员计划。 奔驰推自愿离职计划 今年4月，根据德国《Handelsblatt》报道，梅赛德斯-奔驰启动一场代号为"自愿遣散计划"的裁员风暴。奔驰CEO奥拉.卡列尼乌斯当时表示，通过提供丰 厚的遣散费，公司期望能够鼓励约3万名员工自愿离职。他强调，对于不愿离职的员工，公司不会强迫，也不会因此解雇他们。此外，梅赛德斯-奔驰还保 留拒绝某些员工接受买断计划的权利，尤其是关键岗位上的员工，以尽可能保留顶尖人才。 该计划涵盖了多个层面的员工，入门级员工获得与任期挂钩的基本遣散费，而管理职位则受益于放大薪酬的乘数。例如，服务15年的董事可能有资格获得 30万欧元，而副总裁可能达到50万欧元的上限。此外，还采取了阶梯方案，工龄每增加一年，补偿金额将递增15%。 相较于裁员，奔驰的自愿离职计划避免了与工会的潜在冲突，并维护了奔驰作为负责任雇主的声誉。劳工代表也承认该公司为提供慷慨的条款所做的努 力，他们将继续监测对剩余劳动力稳定性的影响。 德国 ...