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 ...

不过，电动汽车的需求不断增长，纯电动汽车、插电式混合动力汽和混合动力汽车的注册量分别增长了 26.1%、15%和19.8%。 5月份，欧盟纯电动汽车、混合动力汽车和插电式混合动力汽车的销量占乘用车注册量的58.9%，高于 2024年5月的48.9%。 特斯拉(TSLA.US)5月份在欧洲的新车销量同比下降27.9%，尽管该地区的全电动汽车销量增长了 27.2%。这家美国电动汽车制造商的改良款Model Y仍未显示出能重振其品牌声誉的迹象。 ACEA的数据显示，5月份欧盟、英国和欧洲自由贸易协会的新车销量上升至111万辆，而4月份的销量 下降了0.3%。 中国上汽集团（600104）和德国宝马的新车注册量分别增长22.5%和5.6%，而日本马自达的新车注册量 则下降了23%。 仅在欧盟，今年迄今为止汽车总销量就下降了0.6%。 欧洲汽车制造商协会(ACEA)的数据显示，欧洲汽车总销量增长1.9%，其中插电式混合动力车和替代燃 料驱动汽车的增长最为强劲。 由于消费者转向更便宜的中国电动汽车，以及特斯拉首席执行官埃隆·马斯克的政治立场引发争议，特 斯拉在欧洲的销量已连续五个月下滑。 今年5月，特斯拉在欧洲的市场份额 ...

特斯拉在欧洲市场的颓势进一步加剧。 据媒体25日报道，尽管欧洲电动汽车销量整体大幅增长27.2%，但特斯拉5月份在欧洲的新车销量却同 比暴跌27.9%，连续第五个月出现下滑。 不仅如此，特斯拉在欧洲的市场份额已从去年同期的1.8%大幅收缩至仅1.2%。客户正转向中国电动汽 车，同时部分消费者对特斯拉CEO马斯克的政治立场表示抗议。 即便是特斯拉推出的改款Model Y也未能扭转局面。该车型原本被寄望于重振特斯拉老化的产品阵容， 以应对传统汽车制造商和中国竞争对手在贸易紧张局势下快速推出的电动汽车攻势。与此同时，欧洲整 体汽车销量在5月份实现1.9%的同比增长，其中插电式混合动力车和替代燃料汽车表现最为强劲。 竞争对手抢占市场份额，电动汽车市场整体向好 欧洲汽车制造商协会(ACEA)数据显示，5月份欧盟、英国和欧洲自由贸易联盟的新车销量达到111万 辆，扭转了4月份0.3%的下滑趋势。 在特斯拉销量大幅下滑的同时，其竞争对手却表现亮眼。中国国有汽车制造商上汽集团的注册量激增 22.5%，德国宝马也实现5.6%的增长。相比之下，日本马自达的注册量下降23%。 尽管特斯拉陷入困境，但欧洲电动汽车市场整体需求依然强劲 ...

Core Viewpoint - The U.S. clean energy policy has rapidly shifted under the new government, posing significant challenges to the burgeoning U.S. battery industry, which requires companies to reassess market demand and investment scale [2][4]. Group 1: U.S. Battery Industry Challenges - The U.S. battery industry is facing increased policy uncertainty, particularly following the Trump administration's efforts to halt support for the electric vehicle industry, which may lead to reduced tax credits for consumers [5][6]. - The cancellation of over $6 billion in battery factory investments in the U.S. during Q1 2023 highlights the growing uncertainty in battery demand [5]. - Ford's investment in a battery factory in Michigan, in collaboration with CATL, is at risk due to potential changes in tax incentives [6]. Group 2: Company Strategies - Faraday Future has optimized its U.S. strategy by accelerating its energy storage business while pausing its power battery project in South Carolina until market policies become clearer [3][7]. - The company plans to supply BMW with its 46-series cylindrical batteries from its global supply chain instead of the South Carolina factory, which is a strategic adjustment based on current market conditions [7]. Group 3: Energy Storage Market - Faraday Future's Tennessee energy storage factory has commenced production, positioning the company to meet the high demand for quality energy storage products in North America [8]. - The U.S. is the second-largest energy storage market globally, and Faraday Future is one of the few suppliers with energy storage cell production capacity in the region [8]. Group 4: European Market Opportunities - In light of the complex U.S. policy environment, Europe is emerging as a strategic high ground for Chinese battery companies, with Faraday Future's battery factory in France recently commencing operations [10][11]. - The European electric vehicle market is accelerating, with a significant increase in market share for battery electric vehicles (BEVs) in early 2025 compared to the previous year [10]. - Several leading Chinese battery suppliers, including CATL and Faraday Future, have announced plans for new battery production facilities in Europe, indicating strong demand for technologically advanced and mature supply chains [11].

Core Viewpoint - TDK Corporation has acquired the power business assets of QEI, enhancing its position in the rapidly growing semiconductor equipment market and contributing to the AI ecosystem [1][2]. Group 1: Acquisition Details - TDK has acquired advanced RF power generators and impedance matching networks from QEI, which are critical for plasma processing in semiconductor manufacturing [1]. - This acquisition allows TDK to strengthen its market presence in the semiconductor sector, which is a key driver of digital transformation [1]. Group 2: Market Impact - The demand for semiconductor devices is surging due to advancements in technologies such as AI, IoT, data centers, and electric vehicles, leading to increased demand for advanced manufacturing equipment [1]. - TDK aims to enhance customer value by integrating QEI's RF power solutions for deposition and etching processes with its existing DC power products [1]. Group 3: Leadership Statements - Jeff Boylan, President and CEO of TDK-Lambda Americas, expressed enthusiasm about the acquisition, highlighting the combination of QEI's flexible RF technology with TDK's leading DC products to access the over $1 billion RF market [2]. - Alex Nazarenko, President of QEI, acknowledged the hard work of employees and expressed confidence in achieving significant success under TDK's leadership [2].

福特坚持建造电池工厂 凤凰网科技讯 北京时间6月24日，据《纽约时报》报道，福特汽车周一表示，公司仍致力于在密歇根州 建成并启用一家新电池工厂，即便美国国会和特朗普总统会让该项目无法获得税收优惠。 这座耗资30亿美元、位于密歇根州马歇尔的工厂距离底特律以西约100英里，将采用福特从宁德时代 （300750）取得授权的电池及制造技术。 福特在两年前决定建造这座工厂，当时他们预期一部分成本将会被《通胀削减法案》所提供的联邦税收 抵免抵消。该法案是美国前总统拜登主导通过的有关能源和气候变化的立法。因此，一位福特高管表 示，失去这些税收抵免将对工厂的财务状况产生"非常重大的"影响。 然而，美国国会中的共和党人正在制定一项政策法案，可能会禁止对使用中国技术或材料的电池工厂提 供联邦支持。特朗普支持这一举措，并严厉批评民主党鼓励使用和生产电动汽车的努力。 不过，福特技术平台项目与电动车系统副总裁丽莎·德雷克(Lisa Drake)在周一参观工厂时表示，即使此 类限制成为法律，公司仍将继续推进电池工厂的建设。 她还表示，该工厂已经受到特朗普征收关税的影响。目前，用于该工厂的制造设备正在从中国运来，将 会面临更高的关税。 另 ...

Group 1: Market Performance - The S&P 500 index has been fluctuating around 6000 points for about two weeks, closing at 5967.84 points, with a weekly decline of 0.15% [1] - The Nasdaq index closed at 19447.41 points, down 0.51%, while the Dow Jones increased by 0.08% to 42206.82 points [1] - The overall market performance indicates a mixed trend, with the S&P 500 and Nasdaq showing slight declines while the Dow Jones experienced a minor increase [1] Group 2: Federal Reserve Policy - The Federal Reserve maintained the federal funds rate target range at 4.25% to 4.50%, marking the fourth consecutive meeting without a rate change [2] - Fed officials project two rate cuts by the end of 2025, with inflation expected to rise to 3% and unemployment to 4.5% by that time [2] - The Fed's stance reflects concerns over worsening inflation and economic growth slowing to 1.4% [2] Group 3: Geopolitical and Economic Risks - The geopolitical tensions in the Middle East, particularly the U.S. strikes on Iranian nuclear facilities, may increase market volatility [1][4] - RBC warns that the S&P 500 could drop to a range of 4800 to 5200 points, indicating a potential decline of up to 20% due to these tensions [4] - The ongoing geopolitical risks and inflation concerns are leading to a cautious outlook for the S&P 500 index [5] Group 4: Global Market Outlook - A shift in investment sentiment is noted, with a majority of fund managers believing international markets will outperform U.S. markets over the next five years [5][6] - The potential for a global recession due to trade wars is highlighted as a significant risk, with 47% of fund managers identifying it as a major concern [5] - The current market environment presents opportunities for diversifying investments across different regions and asset classes [5]

废话不多说，念寒跟各位车友聊聊最近热度爆炸的小米YU7，各种消息是满天飞，刚有点风吹草动，网上就曝出了所谓满配版YU7的谍照。 我看了一下那个照片，那叫一个"碳"为观止啊！方向盘、中控台、后视镜，连机盖和尾翼都没放过，能给你贴碳纤维的地方基本都安排上了，再配上那个21 英寸的大脚锻造轮圈，运动范儿直接拉满。 说实话，看上去确实挺帅气的，但这玩意儿到底有多少是真材实料，有多少是样子货，念寒先在这里打个大大的问号。毕竟堆料谁都会，关键还得看疗效。 当然了，小米没给我充值，而我也不会接受任何厂家车企的充值，所以要对得起这份承诺，好就是好，不好就要喷，就这么简单。 不过说真的，小米SU7的成功，确实让不少人眼红，也让大家对这台SUV形态的YU7充满了期待。 雷总也说了，YU7会在6月底发布，7月正式上市，现在展车都陆续到店了，看来这次是真格的。 不过关于价格嘛，雷总还是老样子，嘴严得很，只辟谣说之前传的23.59万不靠谱，具体得等发布前一两天才揭晓。这套路，跟SU7那会儿一模一样，先把 潜在消费者们的胃口吊足了。 讲真，这台YU7 Max的硬核参数确实有点东西。四驱双电机，最大功率干到了690马力，峰值扭矩866牛· ...

Core Viewpoint - Nuclear power is gaining attention, with NuScale Power's market cap at $11 billion and a stock increase of 360% over the past year, but it is a pre-revenue company with significant risks [1][11][12] Group 1: NuScale Power - NuScale Power has a market cap exceeding $10 billion but generates zero revenue currently, relying on contracts for future projects [11][12] - The company is not expected to generate revenue until 2030, and even then, it may be negligible due to unproven technology and previous project cancellations [12][13] - The stock is considered risky, with expectations of declining value over the next decade [13] Group 2: Rocket Lab - Rocket Lab has a similar market cap to NuScale Power but generates revenue, distinguishing it as a more viable investment [2][5] - The company has successfully completed 59 launches and has 31 planned missions, positioning itself as a competitor to SpaceX [3][5] - Rocket Lab's revenue stands at $466 million, with potential for significant growth through the introduction of the Neutron rocket and a product backlog exceeding $1 billion [5] Group 3: Rivian Automotive - Rivian Automotive, currently down 92% from its all-time highs, aims to recover with new product launches, including the R2 mid-size SUV priced at $45,000 [6][8] - The company has struggled with stagnating deliveries, currently below 50,000, and negative free cash flow of $1.86 billion over the past year [8][9] - With a scaled-up operation, Rivian could increase annual revenue from $5 billion to between $15 billion and $20 billion, potentially achieving a market cap larger than NuScale Power in 10 years [9]

Core Viewpoint - The article discusses the environmental impact of electric vehicles (EVs) compared to internal combustion engine (ICE) vehicles, concluding that EVs are generally more beneficial for the environment despite some criticisms regarding their production emissions [4][41]. Group 1: Emissions and Environmental Impact - In cities with high EV adoption, air pollution has significantly decreased [5]. - Toyota's chairman, Akio Toyoda, claimed that 9 million EVs have the same emissions impact as 27 million hybrid vehicles, suggesting that one EV's pollution is equivalent to three hybrids [7][8]. - The production of EVs incurs a higher "carbon debt," with emissions of 11-14 tons of CO2 before they are delivered, compared to 6-9 tons for ICE and hybrid vehicles [16][21]. - EVs begin to repay this carbon debt once they are on the road, leading to lower overall emissions over time [17][18]. Group 2: Lifecycle Emissions Comparison - A study found that an EV needs to drive approximately 19,500 miles to offset its manufacturing emissions, which can typically be achieved within two years for an average American driver [21]. - Another study indicated that the break-even point for carbon reduction could be around 28,000 miles [22]. - The emissions from hybrids and ICE vehicles tend to increase over time, while EVs become cleaner as they are used [18][41]. Group 3: Regional Variations and Energy Sources - The energy mix in different regions significantly affects the emissions associated with EVs. For instance, states like West Virginia and Kentucky rely heavily on coal, while California and Texas lead in renewable energy [25][26]. - Even in less clean energy regions, EVs generally produce lower emissions than hybrids. For example, a Tesla Model Y in West Virginia emits 149 grams of CO2 per mile, compared to 177 grams for a Toyota Prius plug-in hybrid [29]. - In California, the Model Y's emissions drop to about 80 grams per mile, showcasing the benefits of cleaner energy sources [32]. Group 4: Future of Electric Vehicles - The article emphasizes the increasing share of renewable energy in the U.S. energy mix, projected to reach 43% by the end of 2024, which will further enhance the environmental benefits of EVs [25]. - Advances in battery technology, such as lithium iron phosphate (LFP) and manganese-rich lithium (LMR), are expected to reduce the carbon footprint of EV production [39]. - The potential for battery recycling could lead to a circular economy, minimizing the need for raw material extraction and further reducing emissions [37][40].