Chinese automakers continued to expand their European foothold in May, capturing the highest share ever of hybrid-car sales and the biggest slice of the electric-vehicle market in 10 months https://t.co/NUtGtmrwyJ ...

26 June 2025 Global Energy Storage Global Energy Storage: Key takeaways from our battery value chain conference Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Over the past 6 weeks we held a series of webinars with executives from leading companies across the battery value chain to explore the opportunities and risks facing the industry. Below are our key takeaways. China ...

Ideal Power Inc (NASDAQ:IPWR) (NASDAQ: IPWR) is gaining momentum in the electric vehicle space following a new order from a global Tier 1 automotive supplier for its B-TRAN semiconductor devices and SymCool power modules. The supplier, which serves several of the world’s top 10 automakers, will evaluate Ideal Power’s technology for use in a next-generation solid-state EV contactor design—a critical safety component in electric vehicles.  In this Q&A, CEO Dan Brdar discusses the growing traction B-TRAN is se ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 德国汽车业联手 打造软体新生态 2. 特斯拉V4超充桩 登陆中国！ 3.Robotaxi的隐藏危机 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 德国汽车业联手打造 软体新生态 上周德国11家汽车制造商 与零部件供应商 在德国汽车工业 协会（VDA）的支持下 签署了一份重量级的 谅解备忘录（MoU） 目标是共同开发一个 开放且标准化的 车载软体平台 这可是德国汽车业 对抗数字化浪潮的 关键战略 这11家公司 涵盖了从传统汽车巨头 到核心零件供应商 大家决定不再 各自为政 而是携手合作 打造一个能加速 软体更新 提升车辆智能化的 生态系统 这个平台将支援 远程软体更新（OTA） 让你的爱车 不必跑去维修厂 软体就能像手机一样 自动升级 安全性和用户体验 都会有显著提升 为什么要这么做？ 因为现代车辆的 软体复杂度爆炸 单靠一家企业独自开发 不仅成本高昂 还容易造成 行业的重复投资 效率低下 透过开源合作 大家共享核心模组 专注打造差异化特色 既降低风险 又能快速迭代 这种软体共享的经济模式 正是未来汽车 产业竞争的关键 根据规 ...

A wave of Chinese EVs, some selling for less than $20,000, is testing Australia’s long-held love for diesel pickups and gasoline-powered SUVs https://t.co/pzLZIr7gNV ...

June 24, 2025 08:25 AM GMT M Update Jiangsu Changshu Automotive Trim Group | Asia Pacific Risk Reward Update What's Changed Jiangsu Changshu Automotive Trim Group (603035.SS) From To Price Target Rmb15.60 Rmb14.70 Base Case Rmb15.60 Rmb14.70 Updated Components EPS Bull Base Bear Scenarios Risks to Price Target / Rating Risk Reward for Jiangsu Changshu Automotive Trim Group (603035.SS) has been updated Reason for change Our changes to Changshu Trim include: 1) We raise our revenue forecasts by 4.6% and 7.9% ...

Core Viewpoint - Cameco is positioned to benefit from the growing demand for nuclear power and the expected increase in uranium prices due to supply constraints and a shift towards clean energy sources [1][10]. Group 1: Company Overview - Cameco operates in the uranium mining sector, primarily supplying fuel for nuclear power plants and holding a minority stake in Westinghouse, a service provider for the nuclear industry [2]. - The company is seen as a way to invest in the nuclear power sector without direct exposure to the complexities of nuclear energy production [2]. Group 2: Industry Trends - Nuclear power is experiencing a renaissance as it is a clean energy source that does not produce greenhouse gases and can provide base load electricity, complementing intermittent renewable sources like solar and wind [5][6]. - The demand for electricity is projected to increase significantly, with a 55% growth expected in the U.S. from 2020 to 2040, driven by factors such as artificial intelligence, data centers, and electric vehicles [7][8]. Group 3: Supply and Demand Dynamics - Starting in 2030, demand for uranium is expected to outstrip supply, leading to a supply gap due to a slowdown in mine development following the Fukushima disaster in 2011 [10][11]. - The time-consuming and costly nature of building new mines suggests that the supply gap may persist, likely resulting in sustained or rising uranium prices as demand increases [11].

Core Insights - Ideal Power Inc is making significant progress in the electric vehicle (EV) market by engaging with multiple tier one automotive suppliers and original equipment manufacturers (OEMs) to evaluate its B-TRAN technology [1][3]. Group 1: Company Developments - The company has signed its fifth tier one automotive supplier, indicating strong commercial momentum and interest in its technology [1][3]. - Ideal Power is currently working with three automotive OEMs, reflecting the growing demand for its innovative solutions [1][3]. - The engagement with automotive suppliers includes budgetary quotes for millions of SymCool modules, showcasing the scale of opportunity in the EV market [4][5]. Group 2: Technology Advantages - Ideal Power's SymCool modules utilize B-TRAN double-sided semiconductor switches, which are designed to replace conventional contactors in EV systems, enhancing power efficiency and reliability [2][6]. - The B-TRAN technology offers exceptionally low conduction losses, which minimizes heat generation and maximizes energy efficiency, thereby extending the vehicle's range [6][7]. - The technology is based on silicon, avoiding the use of exotic materials that many competitors rely on, which could provide a competitive edge [7]. Group 3: Market Trends and Future Outlook - The company anticipates that solid-state contactors will surpass electromechanical ones within the next five years, with key milestones to watch for being program awards for EV contactors [8]. - As automakers commit to integrating Ideal Power's technology into their platforms, it is expected to lead to high-volume applications, indicating a strong future demand [8].

Key Takeaways GTEC stock is up 6.1% YTD, beating the tech sector but lagging the industry's 10.7% growth. Q1 gross margin rose 580 bps to 30.7% as GTEC emphasized high-value hydraulic transmission products. GTEC's HEVI unit launched new EV models and expanded U.S. production via a Baltimore assembly site.Greenland Technologies (GTEC) shares have appreciated 6.1% year to date (YTD), lagging the Zacks Electronics – Miscellaneous Products industry’s return of 10.7% but outperforming the Zacks Computer and Te ...

And Xiaomi shares have touched a record high after strong initial orders for its new $35,000 SUV intended to compete with Tesla's Model Y in China. The company says it got over 289,000 pre-orders for the YU7 within an hour, and that exceeded analyst's expectations. The new model is going to be a test of demand for Xiaomi cars after a fatal crash, which involved a different model sparking scrutiny from Chinese authorities.Let's get to Bill Russo now. He is founder and CEO of Auto Mobility, a global strategy ...