Core Viewpoint - Boeing has faced significant challenges in recent years, with its stock underperforming compared to the S&P 500, but recent operational improvements and a strong backlog provide a glimmer of hope for recovery [1][10]. Group 1: Stock Performance - As of July 8, Boeing's five-year total return was only 22%, significantly lower than the S&P 500's return of approximately 112% [1]. - Boeing stock started 2025 poorly, falling 23% through early April, but rebounded to a 23% increase by June 8, outperforming the S&P 500's 6% return [2][3]. Group 2: Operational Improvements - Boeing reported a 27% increase in commercial plane deliveries in June compared to the previous year, with a total of 60 planes delivered [4]. - For the first half of 2025, Boeing's commercial plane deliveries reached 280, marking a 60% increase from the first half of 2024 [4]. - Defense, Space, and Security deliveries also improved, totaling 62, a nearly 48% increase from 42 in the first half of 2024 [4]. Group 3: Competitive Landscape - Boeing is narrowing the gap with Airbus, which delivered 306 planes in the first half of 2025, while Boeing's deliveries have surged [5]. - Airbus's deliveries fell by around 5.6%, indicating a potential shift in market dynamics favoring Boeing [5]. Group 4: Safety Concerns - Safety remains a critical issue for Boeing, highlighted by the recent Air India crash involving a 787 Dreamliner, which could impact public perception [6][7]. - Despite efforts to improve safety, including leadership changes and quality control measures, it will take time to rebuild trust in Boeing's safety record [8]. Group 5: Backlog and Future Outlook - Boeing's backlog stood at 5,953 planes at the end of June, indicating strong demand and a potential for future growth [9]. - The current recovery is seen as a positive sign, but Boeing must continue to improve execution to see significant stock appreciation [10].

Core Viewpoint - The starting price of the Ladao L90 is confirmed to be below 300,000 yuan, showcasing the product strength of Ladao after its transformation [2][4]. Group 1: Product Launch and Features - The Ladao L90 is the second model from Ladao and the first after its transformation, aimed at increasing delivery volumes [4]. - The Ladao L90 is a large three-row pure electric SUV, priced over 100,000 yuan lower than similar models in its class, which typically start at over 400,000 yuan [4]. - The Ladao L90 will be available in stores starting July 10, with over 500 display vehicles shipped to ensure coverage across all offline stores [5][6]. Group 2: Safety and Design - The Ladao L90 features a spacious design that addresses the common issue of insufficient luggage space in traditional large SUVs [8]. - It has undergone a unique collision test, demonstrating its safety capabilities, where it was rear-ended by an 8-ton truck at 50 km/h and subsequently collided with a stationary 30-ton truck [8][11]. - The vehicle's safety performance was confirmed by experts, highlighting its robust structure and excellent protection for third-row passengers [10][12]. Group 3: Operational Improvements and Delivery Performance - Following internal reforms, Ladao has seen a significant increase in delivery volumes, with a more than 40% month-on-month growth in May [13]. - The monthly delivery figures for Ladao show a trend of recovery, with cumulative deliveries reaching 52,600 units by the end of June [15]. - Leadership changes and restructuring have allowed for better resource allocation and operational efficiency within Ladao [14].

然而，周三特斯拉股价反而上涨5%至315.65美元，"对于特斯拉来说，'焰火'来得有点早，"Wedbush分 析师丹·艾夫斯（Dan Ives）这样评价，并称业绩好于担忧。艾夫斯给予"买入"评级，目标价500美元。 威廉·布莱尔（William Blair）分析师杰德·多斯海默（Jed Dorsheimer）也持类似看法，他给予"买入"评 级，但未给出具体目标价。 多数投资者已有所准备，因大多数季度中期销售数据不佳。根据花旗分析师杰夫·钟（Jeff Chung）跟踪 的每周数据，特斯拉在欧洲4月和5月的销量同比下滑约37%；在中国季度销量则同比下降逾10%。 此外，马斯克在特朗普政府中的立场令部分倾向环保的左翼核心买家望而却步，特斯拉管理层在4月第 一季度财报电话会议上也承认品牌面临挑战，贸易紧张局势让部分亚洲消费者回避购买美国产品。 周三数据显示，特斯拉(TSLA.O)在第二季度交付了384,122辆汽车，较2024年第二季度的444,000辆下降 了13.5%，但与华尔街普遍预期的约386,000辆仅差不多持平。 这是该公司历史上季度降幅最大的一次，不过好于预期，也高于2025年第一季度的337,000辆 ...

25年6月，理想交付36279，环比下降11.2%, 同比下降24%。 根据TOP2推算，各车型25年6月交付大约为： L6:16389 L7:8250 L8:4360 L9:4968 L789:17578 MEGA:2312 | | 1月 2月 4月 | | | | 8月 9月 10月 | | 11月 12月 | | --- | --- | --- | --- | --- | --- | --- | --- | | 24年 | | | | | | | | | L789 | 31166 20252 25755 22078 21441 | | 23321 | 25490 | 22479 27419 | 24805 | 23562 29489 | | L6 | 2381 | 12965 | 23864 | 24856 | 24897 25393 25814 24318 27769 | | | | MEGA | 3229 1145 | 614 | 589 | 654 | 746 879 | 824 | 863 1255 | | 息交付 | 31165 20251 28984 25787 35020 | | 4777 ...

瑞银发布研报，重申对 特斯拉的"卖出"评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025 年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。 ...

近日，各新能源汽车品牌纷纷公布了5月交付量，从数据表现来看，大家普遍不错。比亚迪继续一马当先，零跑汽车、鸿蒙智行、理想汽车销量达到4万 台；小鹏汽车则连续7个月交付量超30000台；极狐汽车、阿维塔、岚图也实现同比超100%增长。 | 新能源品牌 | 5月交付量(辆) | 4月交付量(辆) | 环比 | 同比 | | --- | --- | --- | --- | --- | | 比亚迪 | 382476 | 380089 | 0.6% | 14.1% | | 零跑汽车 | 45067 | 41039 | 9.8% | 148.0% | | 鸿蒙智行 | 44454 | | | | | 理想汽车 | 40856 | 33939 | 20.4% | 16.7% | | 小鹏汽车 | 33525 | 35045 | -4.3% | 230.0% | | 小米 | 28000 | 28000 | - | - | | 埃安 | 26777 | 28301 | -5.4% | -33.2% | | 深蓝汽车 | 25521 | 20138 | 26.7% | 78.0% | | 蔚来 | 23231 | 23900 | ...

国内新能源车企的竞争格局，或将在未来几个月更为激烈。5月，多家车企进行产品焕新或推出新 品，6月、7月的交付量将大幅度提升。 | 品牌 | 销量或交付量(辆) | 同比 | 环比 | | --- | --- | --- | --- | | 比亚迪 | 38. 25万 | 15. 27% | 0. 63% | | 零胞 | 45067 | 148. 10% | 9.82% | | 理想 | 40856 | 16.70% | 20. 38% | | 小鹏 | 33525 | 230. 43% | -4. 34% | | 小米 | 超2.8万 | | | | 埃安 | 26777 | -33. 18% | -5. 38% | | 深蓝 | 25521 | 77.59% | 26. 73% | | 蔚来 | 23231 | 13.08% | -2.80% | | 阿维塔 | 12767 | 179. 43% | 9. 30% | | 岚图 | 10022 | 121. 68% | 0. 03% | | 图为:新能源车企5月销量或交付量数据 | | | | | 来源:车企官方数据 | | | | 01 头部造车新势力竞 ...

6月1日，雷军发布微博称，2025年5月小米su7交付量超28000台。我们正在全力为小米yu7大规模量 产做准备，预计7月份量产。此外，雷军还表示，刚学会一句莫言名言：诋毁，本身就是一种仰 望。 对此，不少网友解读为对余承东言论的隔空回应，相关话题冲上微博热搜。 来源：第一财经 端午送好礼 为感恩每一位关注与支持新华网财经的朋友，我们精心筹备了端午惊喜福利！ 参与方式超简单：关注新华网财经微信公众号，并在本篇文章下方的评论区留言。我 们将选取前两位留言的幸运儿，送上极具特色的「夏午唱游 蜀韵山河」端午风物礼 盒！先到先得哦！每位朋友仅可领取一份，可别错过啦～ 如果这次与福利擦肩也别遗憾！端午假期期间，我们将在每日的推送中持续派送礼 盒。快把我们设为星标，不错过每一份好运！ 「夏午唱游 蜀韵山河」端午礼盒 据《证券时报》此前报道，在本届未来汽车先行者大会上，余承东称："大家看到，从其他行业来的这 个公司只做一款车就卖爆了。虽然它的产品可能不是那么好，但卖得很爆"，余承东意有所指，"无论它 的质量，甚至它的智驾能力都很……"。 余承东说，正是因为这家企业有强大的品牌能力、流量能力，所以一个产品就能打爆。"我们做 ...

小鹏汽车第一季度营收158.1亿元人民币，市场预估156.3亿元人民币。 第一季度净亏损6.60亿元人民币。 预计第二季度汽车交付量102000辆至108000辆。 小鹏汽车美股盘前涨近5%。 第一季度交付量94008辆，市场预估90592辆。 预计第二季度营收175亿元至187亿元人民币。 | | | 截至以下日期止三個月 | | 變動比率 | | | --- | --- | --- | --- | --- | --- | | | 2025年 | 2024年 | 2024年 | | | | | 3月31日 | 12月31日 | 3月31日 | 按年比 | 按季比 | | 汽車銷售收入 | 14.37 | 14.67 | 5.54 | 159.2% | -2.1% | | 汽車毛利率 | 10.5% | 10.0% | 5.5% | 5.0個百分點 | 0.5個百分點 | | 總收入 | 15.81 | 16.11 | 6.55 | 141.5% | -1.8% | | 毛利 | 2.46 | 2.32 | 0.84 | 191.5% | 5.8% | | 毛利率 | 15.6% | 14.4% | 12.9 ...

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源丨定焦One（dingjiaoone）原创 5月第一天，当电动车车主在高速服务区"抢"充电桩的时候，造车新势力4月交付量榜单如期揭晓，固有 格局继续被打破：前三名依次是零跑、小鹏、理想。 作者丨金玙璠 编辑丨魏佳 图源丨零跑汽车官方微博 零跑一早就甩出一张交付41039辆、同比增长173%的成绩单，超过小鹏（35045辆）、理想（33939辆）， 连续两个月登顶新势力销冠。 小鹏交付量同比涨了2.7倍，在头部新势力中涨幅最大，但和零跑仍有6000辆差距，只拿到第二名。 理想去年稳坐头把交椅，今年1、2月被小鹏反超，3、4月又因为零跑逆袭降到第三名。 挨过3月舆论风波的小米，仍未公布具体数据，仅宣布交付超过2.8万辆，咬紧牙关守住了第四。 蔚来（含乐道）交付23900辆，反超深蓝汽车（20138辆）。 在万辆俱乐部里，几方势力同样暗潮汹涌： 比亚迪腾势（15388辆）、华为加持的阿维塔（11681辆）和东风岚图（10019辆）组成"万辆三剑客"，排 名稳定。 尾部阵营的智己汽车（上汽集团、张江高科和阿里巴巴共同打造）处境略显尴尬 ...