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X @The Wall Street Journal
The Wall Street Journal· 2025-08-27 07:05
I drove an electric SUV 1,600 miles and never feared running out of juice, writes Christopher @Mims. A Great American Road Trip in an EV is now possible. https://t.co/mGhCg58JM5 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-08-24 20:27
Electric Vehicle Adoption - Electric SUVs enable long-distance travel, exemplified by a 1,600-mile road trip without range anxiety [1] - The possibility of completing a Great American Road Trip using an EV is now a reality [1]
X @The Economist
The Economist· 2025-08-20 20:20
A decade ago Elon Musk laughed at BYD, a Chinese rival. Now it outsells Tesla and has its eyes set on Europe. On this week’s “Drum Tower” podcast, what could put the brakes on China’s EV success? https://t.co/mWHkcfIgQq ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-08-19 13:36
Industry Trends & Innovation - Tesla is leading in zero emissions, redefining performance, adventure, and public safety [1] - Tesla vehicles are being integrated into police fleets across the country [1] - Tesla is unlocking potential for canyon carving, drag racing, off-roading, and long-haul adventures [1] Cybertruck & Unplugged Performance - Unplugged Performance is expanding its Vegas Cybertruck fleet [1] - The Vegas Cybertruck fleet includes a fully equipped SWAT truck [1] - Cybertrucks are being deployed internationally in Qatar [1] Focus Areas - The session will dive into Tesla performance and Cybertruck capability [1] - The session will cover performance upgrades and tactical innovation [1] - The session will explore how Tesla is pushing the limits of what an EV can do [1]
宁波精达(603088):全球领先的成形装备服务商 收购无锡微研进一步开拓应用领域
Xin Lang Cai Jing· 2025-08-19 08:32
Core Viewpoint - The company reported a slight increase in revenue for the first half of 2025, but a significant decline in net profit, indicating potential challenges in profitability despite stable sales growth [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 401 million yuan, a year-on-year increase of 1.10%, and a net profit attributable to shareholders of 65.05 million yuan, a year-on-year decrease of 25.77% [1][2]. - For Q2 2025, the company reported revenue of 215 million yuan, a year-on-year increase of 0.81%, and a net profit of 28.68 million yuan, a year-on-year decrease of 16.43% [1]. Business Overview - The company specializes in the research, development, production, and sales of heat exchanger equipment and precision stamping machines, with products serving various industries including automotive and home appliances [2]. - The microchannel heat exchanger market is expected to grow significantly, with projections indicating a market size nearing 20 billion yuan in China by 2030, with a compound annual growth rate of approximately 10.8% [2]. Margin Analysis - The gross margin for H1 2025 was 36.90%, a decrease of 10.69 percentage points year-on-year, primarily due to increased costs from the acquisition of Wuxi Weiyan [2]. - The net profit margin for H1 2025 was 16.59%, down 6.09 percentage points year-on-year [2]. Acquisition Impact - The acquisition of 100% equity in Wuxi Weiyan is expected to enhance resource integration and create synergies, adding precision mold, precision stamping parts, and micro-hole electrical discharge machining businesses to the company [3]. - The company aims to leverage the advantages of both Ningbo Jingda and Wuxi Weiyan in technology research and development, customer resources, and brand operations to improve core competitiveness [3]. Market Expansion - The company has established a broad customer base across various sectors, including home and commercial air conditioning, and has expanded its reach to 78 countries and regions globally [3]. - The company is focusing on new technologies and projects in areas such as electric vehicles, robotics, and hydrogen energy, with Wuxi Weiyan contributing to research in AI data center cooling and new energy vehicle thermal management [3]. Profit Forecast - Revenue projections for 2025 to 2027 are 1.068 billion yuan, 1.184 billion yuan, and 1.302 billion yuan, respectively, with net profits expected to be 161 million yuan, 194 million yuan, and 237 million yuan [4]. - A target price of 12.82 yuan is set for the next six months, corresponding to a 40 times price-to-earnings ratio for 2025, with an initial "buy" rating [4].
X @Tesla
Tesla· 2025-08-13 17:29
Battery Performance - A Tesla Model 3's original battery has experienced approximately 11% degradation after 410,000 kilometers (255,000 miles) [1] - The 60 kWh LFP battery was DC fast charged 29% of the time [1] Vehicle Performance - A 2021 Tesla Model 3 has clocked up 410,000 kilometers (255,000 miles) using its original motor [1]