Group 1 - Company submitted an IPO application to the Hong Kong Stock Exchange, with Haitong International, Jianyin International, and China Merchants Securities International as joint sponsors [1] - Company is a leading provider of metallization interconnection plating materials and key process technologies in China, focusing on wafer-level and chip-level packaging, as well as PCB manufacturing [1] - According to Frost & Sullivan, the company is the largest domestic wet process plating material provider in China by revenue in 2024, and also the largest one-stop plating solution provider in the market [1] Group 2 - Financial data shows the company's revenue for 2022, 2023, and 2024 at 320 million, 312 million, and 410 million RMB respectively, with corresponding gross profits of 103 million, 110 million, and 175 million RMB, leading to gross margins of 32.3%, 35.3%, and 42.8% [1] - Revenue is primarily derived from plating materials and plating services, with plating materials accounting for 80.2% of total revenue in 2024, while plating services contributed 19.8% [1] Group 3 - Company's plating materials and services are critical for electronic packaging production, significantly impacting the performance, mechanical properties, thermal dissipation, and reliability of chips and devices [2] - The global wet process plating materials market is projected to rebound to 40.7 billion RMB in 2024, with an estimated CAGR of 12.6% from 2024 to 2029, reaching 73.7 billion RMB by 2029 [2] - The Chinese wet process plating materials market is expected to grow to 27.5 billion RMB by 2029, with a CAGR of 12.9% from 2024 to 2029, driven by emerging applications in AI and electric vehicles [2] Group 4 - Approximately 45% of the IPO proceeds will be used for the construction and upgrade of new production lines for plating materials and services, while 30% will be allocated for R&D, technological innovation, and product upgrades [2] - About 15% of the funds will be reserved for potential strategic expansion opportunities [2] - Specific allocations include 25% for enhancing plating service capabilities and upgrading production equipment, 10% for expanding plating material capacity and building new production lines, and 10% for establishing an overseas production base in Thailand [3]

据外媒报道，韩国电池材料制造商EcoPro BM宣布，将于6月初暂停其在加拿大魁北克省贝坎库尔市投资12亿加元（折合人民币约63亿元） 的电池材料工厂建设项目。 EcoPro BM在一项声明中指出：" 电动汽车和电池行业仍面临诸多不确定性，加之美国关税政策带来的挑战，这些因素均严重影响了公司关 键决策进程。 " 点击阅读原文，即可报名参会！ 短时间内的两次停工是一种征兆。同年11月，既是投资方，也是工厂潜在客户的福特撤资了，该工厂的不确定性进一步增加。 事实上，一切早有迹象。在该工厂第一次停工的4月，福特已经将其加拿大奥克维尔（Oakville）装配厂计划推出的电动SUV的投产时间从 2025年推迟到了2027年，理由是市场对电动汽车的需求增长速度低于预期。 7月，福特再度宣布，该公司原本计划用来生产电动汽车的加拿大工厂将转而生产其旗舰车型F系列皮卡的汽油动力版本。 政治经济环境的不断变化，以及大股东的退出，让这个工厂的命运堪忧。然而，EcoPro BM当时仍对该工厂的潜力以及电动汽车行业的未来 充满信心，并承诺继续推进该工厂的建设。 （ 来源：储能前沿） 往 期 回 顾 | 01 | ｜ | 锚定全球能源变 ...

21世纪经济报道记者 吴霜 上海报道 中美经济正处于发展的关键节点，作为前两大经济体，两者之间的关系对全球经济局势的影响广泛。不 可否认的是，两国经济正处于不同的发展周期，以银行业为例，中国的银行业正处于"降息"周期，存贷 款利率持续下行；而美国的银行业则处于"高息"周期，贷款利率长期处于高位。 美国房屋抵押银行协会数据显示，截至2025年6月6日当周，符合贷款余额标准的30年固定利率抵押贷款 的平均合同利率涨至6.93%。 在此背景下，跨国银行面临着怎样的息差问题，又如何满足跨国企业的投融资服务？近期，花旗集团企 业银行全球联席主管Jason Rekate来访中国，向记者解答了上述问题。 Jason Rekate在2002年进入花旗银行之后，长期负责对公领域的业务，并且在纽约、巴黎、苏黎世、上 海、香港等多个城市任职，目前管理花旗集团企业银行业务的各个方面。 21世纪：在中美贸易摩擦持续的过程中，关税政策依旧存在极大的变动和不确定性，在此过程中中国企 业的金融需求有何变化？ Jason Rekate：在充满不确定性的时期，花旗的商业模式、全球网络和强劲的资产负债表是我们为客户 提供服务的实力基础和稳定性支柱 ...

Core Viewpoint - President Trump has criticized the high prices of electric vehicle charging stations, indicating a concern for affordability and accessibility in the electric vehicle market [1] Group 1: Industry Implications - The statement from President Trump highlights potential barriers to the widespread adoption of electric vehicles due to the cost of charging infrastructure [1] - High charging station prices may deter consumers from transitioning to electric vehicles, impacting overall market growth [1] Group 2: Market Reactions - The criticism may prompt stakeholders in the electric vehicle industry to reassess pricing strategies for charging stations to enhance consumer adoption [1] - This could lead to increased competition among charging station providers to lower prices and improve accessibility [1]

Domestic News - The Ministry of Commerce's international trade negotiation representative announced that a framework agreement has been reached between China and the U.S. during the first meeting of the negotiation mechanism held in London on June 10 [2] - The State Administration for Market Regulation has initiated a pilot program to enhance the international capabilities of automotive CCC certification institutions, aiming to support China's automotive exports and address quality infrastructure shortcomings [3] - The Central Cyberspace Affairs Commission and the State Administration for Market Regulation jointly issued the "Standardization Guidelines for the Development and Governance of Intelligent Society (2025 Edition)," emphasizing the need to identify and assess the social impacts of intelligent technology applications [4] International News - U.S. President Trump plans to sign three resolutions on June 12 to revoke California's authority to set its own vehicle emissions standards [5] - General Motors announced a $4 billion investment in three U.S. assembly plants, which includes transferring or increasing production of two models currently made in Mexico to U.S. facilities, aiming to assemble over 2 million vehicles annually by 2027 [6] - The Zambian government is encouraging automotive manufacturers to establish electric vehicle component factories near its copper mines to enhance value addition [7] - Marelli Corp, a Japanese automotive parts company, filed for Chapter 11 bankruptcy protection in the U.S. and secured approximately $1.1 billion in financing commitments from lenders [8] Corporate News - Robert Cisek will succeed Stefan Mecha as the CEO of Volkswagen Passenger Cars in China starting July 1, 2025 [9] - Leap Motor officially entered the Hong Kong market with the opening of its first store, aiming to use the region as a platform for global exposure [10] - Xiaomi's SU7 Ultra production model set a new record for mass-produced electric vehicles at the Nürburgring Nordschleife with a time of 7 minutes and 4.957 seconds [11] - XPeng Motors announced legal action against an automotive media outlet for breaching a confidentiality agreement related to a new model product shoot [12] - Alibaba's AliExpress launched a car sales business, primarily featuring Chinese new energy vehicles, marking a significant step in cross-border e-commerce [13] - CATL signed a strategic cooperation agreement with the University of Hong Kong to focus on zero-carbon policy standards and innovations [14] - AAC Technologies completed a strategic acquisition of Hebei Chuguang Automotive Parts Co., aiming to enhance automotive intelligence and sensing technology [15]

特斯拉CEO，亿万富豪马斯克与美国总统特朗普之间的"口水战"或许将迎来大结局。 6月5日，特朗普谈及马斯克时，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯 克"非常失望"。 特朗普称，马斯克对特朗普政府撤销电动汽车"强制令"感到很不高兴。他当天还表示，马斯克了解"宏 大而美丽"法案的内部运作，且对此毫无异议，直到发现要撤销电动汽车"强制令"才意识到问题。 随后，马斯克迅速在社交媒体上回应并反驳称，"大错特错，这项法案一次也没有给我看过，而且是在 深夜迅速通过的！" 紧接着，特朗普就在其社交媒体平台"真实社交"上发文称，马斯克已开始"失去耐性"。特朗普称他要求 马斯克离开，撤销了马斯克强推的电动汽车"强制令"，结果"马斯克疯了"。特朗普还说，马斯克几个月 前就知道他会撤销电动汽车"强制令"。此外，特朗普还对马斯克发出威胁，他表示，在数十亿美元的预 算中，最简单的省钱方法就是终止马斯克的政府补贴和合同。 马斯克的回击则包括指责特朗普"忘恩负义"，称如果没有他，特朗普本会输掉2024年总统选举。 马斯克11日在社交媒体上发文说，他对自己上周发布的一些有关特朗普的帖文感到"后悔"。 在马斯克上述表态后， ...

马斯克11日在社交媒体上发文说，他对自己上周发布的一些有关特朗普的帖文感到"后悔"。 在马斯克上述表态后，特斯拉在法兰克福股价大幅上涨，截至发稿涨超5%。此外，特斯拉美股盘前亦大幅走高，目前涨超2%。 特斯拉CEO，亿万富豪马斯克与美国总统特朗普之间的"口水战"或许将迎来大结局。 马斯克后悔了 11日，马斯克在社交媒体上写道："我对自己上周发的关于总统特朗普的一些帖文感到后悔。它们太过了。"在和特朗普进行了数天的"口水战"后，马斯克开始服 软。此外，他还删除了部分和特朗普有关的帖子。 在正式离任"政府效率部"后，马斯克开始发泄对特朗普以及其内阁成员的不满。特别是特朗普力推的 大规模税收与支出法案 在参议院通过后，马斯克的不满更是到 达顶点。上周，他在社交媒体上连发多帖，批评特朗普政府的大规模税收与支出法案。而特朗普也毫不示弱，在电视和社交媒体上进行反击。 6月5日，特朗普谈及马斯克时，称不知道还能不能与其保持良好的关系。特朗普当天表示，对马斯克"非常失望"。 特斯拉股价"过山车 " 6月5日当天，在两人正式交恶后，特斯拉股价单日下跌14%，市值损失超过1500亿美元，总市值也跌破万亿美元大关。 不过在上周四（ ...

摩根大通公布2025年夏季阅读书单。图片来源：Getty Images 对 许多人而言，夏季阅读或许等同于沉浸在惊悚小说或通俗言情故事中，但如果你想提升自身人生 境界，摩根大通推荐如下书单。 这家金融机构的年度夏季阅读书单已成为富人海滩读物首选，今年的书单提供了16本书籍供读者挑选， 从梅琳达·弗伦奇·盖茨的自传以及对慈善事业的思考，到帕兰提尔（Palantir）首席执行官亚历克斯·卡普 对人工智能未来走向的预测，不一而足。 与往年相比，入选图书数量有所增加，往年通常只有10本图书入选。今年这份书单还推荐了一些夏季体 验活动，包括纳帕的希尔家族酒庄以及百老汇音乐剧《也许幸福结局》。 • 《技术共和国：硬实力、软信仰与西方未来走向》——亚历山大·C·卡普（Alexander C. Karp）、尼古 拉斯·W·扎米斯卡（Nicholas W. Zamiska） • 《不可避免：混乱却不可阻挡的电动汽车转型内幕》——迈克·科利亚斯（Mike Colias） • 《培育人工智能：培育未来基本指南》——德恺（De Kai，音译） • 《镜像：当代艺术中的反射面》——迈克尔·佩特里（Michael Petry） • 《弗 ...

其他主要对华出口类别也出现大幅下降。石化产品出口下降11.4%，通用机械出口下降13.6%。对 东盟市场的出口下降1.3%。 在竞争力减弱和贸易政策持续不确定性的背景下，短期复苏前景似乎有限。现代经济研究院经济研 究主管周元指出，由于关税原因，中国的石化产品和钢铁产品无法进入美国市场，反而涌入全球市 场，取代了韩国的出口。 韩国产业经济研究院预测，今年韩国出口总额将下降2.1%。受需求停滞和关税双重打击，汽车出 口预计将下降8%。 对三大市场——中国、美国和东盟——的出口均出现下降。对美国的出口额同比下降8.1%，总额 达100.5亿美元。汽车是韩国最大的出口商品，对美出口额暴跌32%，至18.4亿美元。此前，美国 政府于4月3日起对进口汽车征收25%的关税，以及现代汽车集团将生产线转移到其位于佐治亚州新 建成的Metaplant工厂，导致出口量大幅下降，导致韩国对美出口量大幅下降。对美钢材出口量下 降20.6%，汽车零部件出口量下降8.3%。 韩国对华出口在4月份曾短暂反弹，但5月份却萎缩了8.4%。长期以来一直是韩国对华最大出口商 品的半导体出货量同比下降了14.6%。韩国半导体产业协会执行理事安基铉表示 ...

Core Insights - Tesla's car sales in multiple European markets have significantly declined for five consecutive months, attributed to CEO Elon Musk's political activities and an aging vehicle lineup [1][3] Sales Performance - In Sweden, Tesla's new car sales dropped by 53.7% year-on-year in May, while Portugal saw a decline of 68%. Notably, overall electric vehicle sales in these markets grew by nearly 25% [3] - Sales in Denmark decreased by 30.5%, in the Netherlands by 36%, in Spain by 19%, and in France by 67% [3] - Conversely, Norway showed a positive trend with Tesla's Model Y sales increasing from 690 units to 2,346 units, marking a 213% rise [3] Competitive Landscape - Since 2020, Tesla has not launched new mainstream models, facing intensified competition from traditional automakers and Chinese rivals like BYD entering the European market [4] - In Sweden, the Volkswagen ID.7 outsold the Model Y nearly twofold, and Tesla's Model 3 sales lagged behind models from Porsche, BYD, and Xpeng [4] - The founder of FairCharge noted that while Tesla's price cuts have stimulated sales, the brand's future outlook appears bleak due to limited popular models [4] Market Strategy - Tesla is offering financial incentives in Sweden, Germany, the UK, and France to stimulate demand, and is providing interest-free loans for the new Model Y in Norway [3] - The new Model Y is expected to start deliveries in Germany, the UK, France, and Italy, which may not yet be reflected in sales data [3]