IT之家 1 月 27 日消息，欧洲汽车制造商协会（ACEA）当地时间周二发布的数据显示，2025 年欧洲新车注册量增长 2.4%，达到 1330 万辆，12 月份再度实 现反弹。尽管这一数据对饱受关税压力与竞争加剧困扰的行业而言是利好消息，但销量仍比疫情前水平低约 15%。 去年欧洲汽车销量增长部分得益于电动汽车销售的复苏。随着售价约 2 万欧元（IT之家注：现汇率约合 16.5 万元人民币）的更多车型上市，市场需求被有 效激活。这类车型包括 Stellantis 集团旗下的雪铁龙 ë-C3 城市车，以及比亚迪等中国品牌进口车型。纯电动汽车注册量激增 30%，该动力类型已占据整体市 场约五分之一的份额。 不过，这一表现仍略低于预期。由于欧洲充电基础设施尚不完善，许多消费者转而选择兼具电池与内燃机的混动车型。大众和保时捷均已调整其电动化战 略，以应对增长放缓的趋势，两家车企均计划推出更多混动车型。去年，插电式混合动力汽车销量增长 33%，成为该地区增长最快的动力类型。 彭博行业研究分析师吉莉安 · 戴维斯表示，受新补贴政策及多款新一代车型上市推动，欧洲汽车销量今年有 望继续增长。戴维斯在一份报告中指出，中国品 ...

越南汽车制造商金龙汽车公司周二表示，正与中国的比亚迪公司合作，在越南中部建设一座价值 1.3 亿 美元的工厂，用于生产商用电动汽车电池。 该公司表示，运营工作预计很快就会启动，但并未给出确切的时间表。 在第二阶段，该工厂的面积将扩大至 10 公顷，并将产能翻倍至每年 6 吉瓦时。此次扩建还将引入电动 汽车乘用车的电池生产。 该工厂将生产用于商用车辆的电池，包括公交车、卡车和小型巴士。 责任编辑：于健 SF069 越南汽车制造商金龙汽车公司周二表示，正与中国的比亚迪公司合作，在越南中部建设一座价值 1.3 亿 美元的工厂，用于生产商用电动汽车电池。 该公司在一份声明中称，根据协议，金龙汽车公司将负责该工厂的建设资金，而比亚迪公司将提供全面 的技术和工程支持。 金龙汽车公司在一份声明中表示，该工厂将建在一块 4.4 公顷的土地上，年产能将达到 3吉瓦时。 广告 · 按下箭头继续滚动 该公司称运营即将启动，但并未给出确切的时间表。 金龙汽车公司在一份声明中表示，该工厂将建在一块 4.4 公顷的土地上，年产能将达到 3吉瓦时。 广告 · 按下箭头继续滚动 该公司称运营即将启动，但并未给出确切的时间表。 该公司表示，运 ...

据媒体24日报道，全球矿业股已被基金经理列在必买清单前列。明晟（MSCI）全球金属与采矿指数自 2025年初以来已飙涨近90%，跑赢半导体、银行股及"科技七巨头"等热门板块，成为年内表现最亮眼的 资产类别之一。不仅铜价同期暴涨50%，铝、银、镍、铂等多种金属价格也普遍走高。资金流向清晰地 印证了这一趋势：美国银行的月度调查显示，欧洲基金经理对矿业板块的净超配比例已达26%，创下四 年新高。报道指出，矿业股近期的表现与前些年受冷遇的局面形成鲜明对比。促成这一转变的动力在 于，铜、铝等大宗商品与经济周期的关联性正在减弱：这些大宗商品从前被视为受全球经济增长速度支 配的"短周期交易品种"，但眼下正逐渐演变为"结构性投资资产"。除传统工业需求之外，人工智能数据 中心、电动汽车普及、机器人产业扩张也构成了市场对铜、铝等关键矿产需求的新支柱，投资者通过配 置金属来参与AI等长期主题，因此每当疲弱数据冲击矿业股时，逢低买盘便蜂拥而至。墨尔本 Pepperstone集团研究策略师吴迪林表示："矿业股已从一个乏味的防御性板块，转变为能同时把握货币 政策变化与地缘政治波动的战略锚点。" （央视财经） ...

In this articleTSLASPXCOMPDJIAComing into Friday trading, Tesla stock was flat on the year and up 8% over the past 12 months. (PHILIPPE LOPEZ/AFP via Getty Images)Tesla is one of the most valuable companies on the planet. It is also a chronic underperformer. ...

Group 1 - Silver prices have surged to a historic high of $100, marking a 40% increase year-to-date, significantly outperforming gold [1] - The primary driver of this price increase is the industrial demand for silver, which is expected to grow due to sectors like photovoltaics, AI, and electric vehicles [1] - The global silver market has been in a structural deficit for five consecutive years, with physical inventories rapidly depleting [1] Group 2 - Speculative trading has emerged as a major driver of the recent silver price increase, although its sustainability is questioned [2] - Short-term forecasts suggest that silver may experience high volatility and fluctuations, influenced by ongoing geopolitical issues [2] - Long-term predictions indicate that silver prices could reach $200 by 2026, with expectations of significant increases in gold prices as well [2]

1月23日， 白银价格首次站上100美元大关，刷新历史纪录，将年内涨幅推升至40% ，同期表 现远超黄金。 记者丨 叶映橙 见习记者林健民 编辑丨张楠 2026年，银价延续飙涨走势，再创历史性纪录。 "如果我在2026年底前看到黄金价格涨至1万美元，我一点都不会感到惊讶。我认为我们会看到 的。白银也会跟上这一趋势，到那时你会看到每盎司200美元的价格。"瑞卡兹总结道。 你看好白银后市吗？ 对于本轮白银价格大涨，方正证券认为， 工业属性构成了白银长期刚性需求的根本。 从供需层面来看，方正证券分析，白银供给相对稳定，近年来需求不断上升。供给方面，矿山 银是白银的主要供给，但产量呈下降趋势；而再生银则逐渐成为白银供给的第二大来源。需求 方面，目前工业需求仍是占白银需求主导地位，其中绿色经济推动工业需求增长；投资需求方 面，白银投资以实物投资为主，金融投资呈现波动剧烈。 宝城期货指出，世界白银协会最新发布的一份报告显示，由于光伏、AI、电动汽车等领域需求 激增， 全球白银工业需求未来五年将持续增长。 数据显示，2025年全球白银供应量为3.21万 吨，全球白银需求量为3.57万吨，其中工业用银在白银总需求中的占比达到 ...

1月23日，现货白银价格延续强劲涨势，今日盘中接连突破多道整数关卡，首次站上99美元/盎司，最高 涨至99.4美元/盎司，创下历史新高，今年迄今累计涨超38%，离100美元心理大关仅一步之遥，交易商 最新指出，白银已经成功突破主要阻力区，令100美元大关触手可及。分析人士指出，近期白银矿商与 现货价格同步走强，是多方势头延续的有力佐证。 美国知名贵金属交易商Money Metals Exchange的CEO Stefan Gleason从供应链内部角度剖析当前市况 称，此轮涨势主要由新进场投资者推动，长期持有者则趁机部分获利了结。虽然出现一定抛售压力，但 却被大量因新闻话题与价格波动而入市的新买盘吸收。值得注意的是，美国以外市场，特别是伦敦与亚 洲，已出现明显的供需失衡与流动性紧缩，溢价攀升反映当地供应更为吃紧。 世界白银协会最新发布的一份报告显示，由于光伏、AI、电动汽车等领域需求激增，全球白银工业需 求未来五年将持续增长。数据显示，2025年全球白银供应量为3.21万吨，全球白银需求量为3.57万吨， 其中工业用银在白银总需求中的占比达到60%。专家表示，伦敦市场白银库存近期降到10年来低位。 责任编辑： ...

Group 1: Silver Market Overview - The London silver price is currently trading above $98.39, with a recent high of $99.20 and a low of $96.19, indicating a short-term oscillating trend [1] - The World Silver Association reports that global industrial demand for silver will continue to grow over the next five years due to surging demand from sectors like photovoltaics, AI, and electric vehicles [1] - By 2025, global silver supply is projected to be 32,100 tons, while demand is expected to reach 35,700 tons, with industrial silver accounting for 60% of total demand [1] Group 2: Industrial Demand and Risks - Silver is the best conductor of electricity and has extensive applications in the industrial sector, particularly in photovoltaic manufacturing, where demand has surged to over 5,000 tons annually, representing one-sixth of global silver production [2] - There is a risk of substitution in industrial demand, as record silver prices are prompting downstream industries to seek alternatives, with companies like LONGi Green Energy planning to replace silver paste with base metals in solar cells [2] Group 3: Technical Analysis of Silver Prices - The price of silver has shown strong bullish momentum, reaching a key resistance level of $98.00, indicating a dominant buying position [3] - A breakout above the $98.00 resistance could lead to a rise towards the next resistance level of $102.00, with a trading range expected between $94.00 support and $102.00 resistance [3]

Core Insights - The World Silver Association's latest report indicates that global industrial demand for silver will continue to grow over the next five years due to surging demand in sectors such as photovoltaics, AI, and electric vehicles [1] - By 2025, global silver supply is projected to be 32,100 tons, while demand is expected to reach 35,700 tons, with industrial silver accounting for 60% of total demand [1] - The global silver market has been in a structural deficit for five consecutive years, leading to a rapid depletion of physical inventories [1] - There is strong investment demand for silver ETFs, resulting in significant amounts of silver being extracted and locked away [1] - The market is currently facing a real-time supply squeeze, driven by factors beyond just safe-haven sentiment [1]

Core Viewpoint - Minth Group (00425) has seen a significant stock price increase, rising over 10% and currently trading at 37.34 HKD, with a transaction volume of 248 million HKD. This surge is attributed to the upcoming German government subsidy policy for electric vehicles, which aims to allocate 3 billion euros by 2029 to support low- and middle-income families in purchasing zero-emission vehicles [1] Group 1: Electric Vehicle Market - The German government plans to restart its electric vehicle subsidy policy, which is expected to boost the adoption of electric vehicles and aid the recovery of Germany's automotive market [1] - Minth Group's battery box business is projected to achieve a year-on-year revenue growth of approximately 50% in both 2024 and the first half of 2025, benefiting from orders covering popular electric vehicle platforms from European automakers such as Volkswagen, Stellantis, and Renault [1] Group 2: Emerging Business Ventures - Minth Group is actively entering new sectors such as humanoid robots, liquid cooling, and low-altitude economy, leveraging its expertise in automotive manufacturing [1] - The company has signed a strategic cooperation agreement with Zhiyuan Robotics to jointly develop components like joint modules and electronic skin, with small-scale samples already completed and a demonstration production line established [1] - Minth Group's AI server liquid cooling business has secured orders from leading Taiwanese manufacturers, integrating into the global semiconductor supply chain, and plans to establish a joint factory with Fuman Technology, aiming for mass production capabilities by the end of 2025 [1] - The new business ventures are expected to synergize with the company's core technologies, enhancing long-term growth potential [1]