东吴证券股份有限公司朱洁羽,易申申,薛路熹,余慧勇,武阿兰近期对林泰新材进行研究并发布了研究报告 《乘用车湿式纸基摩擦片国产先锋，混动放量+产能释放驱动高成长》，首次覆盖林泰新材给予买入评 级。 林泰新材(920106) 盈利预测与投资建议：乘用车湿式纸基摩擦片国产唯一，新能源混动车系放量与产能释放并驱成长，多 领域拓展渗透打开成长空间。预计公司2025~2027归母净利润为1.50/2.15/3.23亿元，对应最新PE为 40.30/28.21/18.73倍。参考可比公司，首次覆盖，给予"买入"评级。 风险提示：行业发展波动；市场拓展不及预期；原材料价格波动。 深耕湿式纸基摩擦片，打造乘用车领域国产唯一品牌。林泰新材(股票代码：920106.BJ)成立于2015年， 公司自主研发的湿式纸基摩擦片打破了国外公司在乘用车领域内的垄断，是国内唯一的乘用车自动变速 器摩擦片规模化配套企业，产品应用于上汽、吉利、比亚迪（002594）、万里扬（002434）、东安动力 （600178）等国内主流车企及变速器厂商，并开始进入麦格纳等国际全球化车企及零部件企业供应体 系。2021-2024年，公司实现归母净利润0.16/ ...

The world’s largest Tesla Supercharger station is currently under construction in Lost Hills, California, named “Oasis.” This massive 168-stall site, set to fully open by mid-2025, will surpass all existing Tesla Supercharger stations. It features 11 MW of solar power from ground-mounted panels and canopies, 39 MWh of storage via 10 Tesla Megapacks, and 12 pull-through stalls for vehicles towing trailers. Currently, 84 stalls are operational, with the remaining 84 expected later this year. Located along Int ...

Core Insights - The article discusses the progress of the company's supercharging station construction, highlighting the current number of stations and the targets for the future [1]. Group 1: Supercharging Station Development - The total number of supercharging stations has increased from 2855 to 2857, with a target of over 4000 stations by the end of 2025 [1]. - The progress towards this year's target is at 49.71%, with 178 days remaining in the year [1]. - To meet the year-end goal, the company needs to build an average of 6.42 stations per day [1]. Group 2: New Stations Added - Two new supercharging stations have been completed: one in Chongqing at the Shuanglong Service Area and another in Quanzhou, Fujian at the Donghaiwanmen Phase II [1]. - The specifications for the new stations include a 2C × 4 configuration for the Chongqing station and a 4C × 6 configuration for the Quanzhou station [1].

Cities are often amazingly quiet once you take gas or diesel engines out of the equation ...

Core Viewpoint - The investment landscape is shifting, with traditional high-performing growth stocks losing their leading positions, prompting a search for new growth opportunities in the market [2][3]. Group 1: Uber Technologies - Uber Technologies is experiencing significant growth due to a shift in personal mobility preferences, particularly among younger generations who are less interested in car ownership and driver's licenses [4][5]. - In the previous year, Uber's drivers completed nearly 11.3 billion trips, marking a 19% increase from the prior year, indicating sustained growth potential [6]. - The company's delivery segment is also expanding rapidly, with the online food delivery market expected to grow over 17% annually through 2034 [9]. - The future potential of Uber is further enhanced by the anticipated development of self-driving vehicles, which could halve operational costs, although widespread deployment may take 10 to 20 years [10]. Group 2: Rocket Lab - Rocket Lab is positioned as a viable alternative to larger launch companies like SpaceX, utilizing its Electron rocket for smaller satellite launches, having successfully launched 232 satellites to date [13]. - The company is developing a larger Neutron rocket capable of carrying up to 13,000 kilograms, which will enable deep-space missions, including potential trips to the moon and Mars [15]. - Analysts predict Rocket Lab will achieve profitability by 2027, with the global commercial space launch market expected to grow at nearly 15% annually through 2034 [16]. Group 3: Snap - Snap has seen its daily user base grow to a record 460 million, although growth is primarily outside North America and Europe, where user numbers are declining [18][19]. - The company's revenue increased by 20% in Q1, with North American revenue up 12% year-over-year, indicating strong financial performance despite user growth challenges [20]. - Snap is evolving its platform with new tools for content creators and subscription offerings, which are expected to enhance user engagement and profitability moving forward [22][23].

Group 1: Market Overview - Tesla's new car sales in Britain rose year-on-year in June, contributing to a broader recovery in the electric vehicle market, with overall new car registrations in Britain growing 6.7% to 191,316 units [1][2] - Battery electric car demand increased by 39% to 47,354 units, with one in four buyers opting for electric vehicles [2] - Despite the growth, sales remain below pre-COVID levels, marking the best June since 2019 [2] Group 2: Tesla's Performance - Tesla sold 7,719 units in June, reflecting a 14% increase from the previous year, although sales are down nearly 2% year-to-date [3][4][8] - Different data sources and calculation methods between SMMT and New AutoMotive account for discrepancies in reported figures [4] Group 3: Competitive Landscape - Chinese rival BYD's sales have surged nearly four-fold to 2,498 units, highlighting increased competition in the electric vehicle market [4] - Ford's EV sales in Britain grew more than four-fold in the first half of 2025, indicating strong competition among automakers [6] Group 4: Industry Support and Future Growth - The growth in electric vehicle sales is supported by substantial industry efforts, including unsustainable discounting, but remains below mandated levels [3] - Future growth in the sector will depend on improved charging facilities to enhance mainstream electric vehicle adoption [6] Group 5: Trade Implications - A new US-UK trade deal has come into effect, reducing tariffs on imports from Britain, which may benefit British car manufacturers exporting to the U.S. [7]

Discover Lucid Group's strategic moves, its financial health, and the potential impact of its Gravity SUV on the electric vehicle market.Lucid (LCID 5.12%), once valued at $90 billion, now faces a pivotal moment with the upcoming Gravity SUV and significant backing from Saudi Arabia. Could this be the turnaround investors have been waiting for? Explore Lucid's potential resurgence and what it means for the electric vehicle market.*Stock prices used were the market prices of June 24, 2025. The video was publ ...

玉渊谭天：目前，中欧电动汽车谈判的技术部分已经基本完成，只欠临门一脚，关键在于欧方能否展现出相应的政治意愿推动问题的解决。外汇交易员 (@myfxtrader):中国商务部：自2025年7月5日起，对原产于欧盟的进口相关白兰地征收反倾销税，实施期限为5年。调查机关最终裁定，原产于欧盟的进口相关白兰地存在倾销，国内相关白兰地产业受到实质损害威胁，而且倾销与实质损害威胁之间存在因果关系。 https://t.co/KvO37hXUCp ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi蓄势扩张 2. 大而美法案对Tesla 电池制造的影响 3.特斯拉生产经营 方面的消息 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 Robotaxi 蓄势扩张 Tesla的Robotaxi服务 正在美国德州 Austin火热展开！ 这可不是普通的 叫车服务 而是Tesla全自动驾驶 （FSD）技术的 最新试验场 最近几天不断有网友发现 从南国会大桥到市中心 Tesla的Model Y车队 正在街头跑来跑去 车顶上还装着 神秘的设备 Tesla究竟 在搞什么名堂？ 是像Waymo一样 在绘制地图吗 还是另有打算？ 别急 咱们慢慢拆解 这场科技大戏！ Robotaxi虽然目前 仅限于南Austin的 特定区域 且只有 早期体验（ Early Access ） 群组的乘客能搭乘 从网上的视频中能看到 Tesla车辆顶部搭载了 疑似LiDAR的测绘设备 引发了网友的热议 Tesla的量产车 早已放弃LiDAR 但在验证和测试环节 他们确实在使用LiDAR 他们也曾经从Luminar 购买了价值210万 美元的LiD ...

TEL AVIV, Israel, July 03, 2025 (GLOBE NEWSWIRE) -- REE Automotive Ltd. (“REE” or the “Company”) (Nasdaq: REE), an automotive technology company that develops software-defined vehicle (SDV) technology solutions, today reported that the Company received a letter (the “Letter”) from the Nasdaq Stock Market LLC (“Nasdaq”) indicating that the Company is currently not in compliance with Nasdaq Rule 5450(a)(1). In particular, the Letter stated that the Company’s closing bid price for its Class A ordinary shares ( ...