消息面上，新势力车企陆续公布9月销量，零跑汽车、小鹏汽车、小米汽车、蔚来、岚图汽车、极狐汽 车、智己汽车月交付量均创历史新高。 民生证券指出，小鹏和华为系车企持续进行智驾迭代，小鹏已在国内首发量产"端到端"大模型，智驾平 权趋势显现，有望将高阶辅助驾驶普及至20万元以下主流市场。随着城市辅助驾驶功能加速推广，智能 驾驶正迎来技术、用户接受度与商业模式的三重拐点，进一步强化自主车企在智能化领域的差异化优 势。 工信部发布《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准征求意见稿，明确提出系统需 具备手部脱离检测与视线脱离检测能力，并在驾驶员未响应报警时可控退出。银河证券认为，该标准有 望提升消费者对智能辅助驾驶的信任度，推动L2级及以上智驾功能渗透率稳步上升，同时带动激光雷 达、高算力智驾芯片及DMS（驾驶员监控系统）等核心部件市场规模扩容。 截至2025年10月9日 13:47，智能车ETF泰康(159720)上涨2.07%， 冲击3连涨。跟踪指数中证智能电动汽 车指数(H11052)强势上涨2.22%，成分股芯原股份(688521)上涨12.84%，北京君正(300223)上涨9.28%， 赣锋锂业( ...

比亚迪日本法人的社长东福寺厚树与该公司的SUV车型"海狮7" 计划于10月底在东京举办的"2025日本移动出行展"上展示。轻型汽车是日本国内独有的汽车规格。到目 前为止，比亚迪主要是将中国国内销售的车型投放到海外，而为特定国家量身打造乘用车尚属首次…… 比亚迪日本法人社长东福寺厚树在东京都内举行的活动中透露了这一消息。比亚迪正在自主 开发用于日本市场的轻型汽车的平台，并以2026年下半年为目标发售新车。该车型的售价将 参考日本主流轻型电动车的价位区间，即约250万日元（约合人民币11.7万元）左右，并力 争成为同级别中价格最低的车型之一。 到目前为止，比亚迪主要是将中国国内销售的车型投放到海外，而为特定国家量身打造乘用 车尚属首次。该轻型电动车将在中国生产，并出口至日本。 在此次日本移动出行展上，比亚迪除轻型电动车外，还将展出包括现有车型"Sea Lion 7（海 狮7）"、"Dolphin（海豚）"和"Seal（海豹）"在内的共8款乘用车。该公司表示将陆续公布 展出内容。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 相关报 ...

1.【零跑汽车将于11月启动巴西市场销售】 与斯泰兰蒂斯Stellantis合作开拓国际市场的零跑汽车在 圣保罗举行发布会称，11月初将在巴西启动销售。销售将从巴西主要城市的36家经销店开始。首批 上市的车型是进口自中国的B10和C10。零跑汽车预计将在巴西上市前几天启动智利的销售。（新浪 科技） 2.【特斯拉推出售价39,990美元的新版Model Y】 10月8日消息，特斯拉推出售价39,990美元的新 版Model Y，让旗下这款最畅销的车型价格更亲民，以应对美国电动汽车补贴取消带来的影响。根据 公司官网信息，这一新款起售价比此前基础版Model Y便宜约11%。新款的预计续航里程为321英 里，比高配版低约10%，取消了第二排触控屏，扬声器数量不到高配版的一半。（IT之家） 扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 国家高新 小时一手资讯 技术企业 C 3 7 + # 创投人物 投融资及收并购事件 热门产业 C 创新机会 F F 海 2万+LP数据 全生命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 El ...

Tesla is cooking something up for tomorrow. The electric vehicle company posted two new teaser videos to its X account. Neither had a caption, making it difficult to decode what the company could be announcing. One video did have a date, though: 10/7.The first video, published at 3:05 a.m. ET on Sunday, showed a spinning vehicle piece. What part the video depicts remains unclear; fans have speculated everything from a wheel cover to an electric jet turbine. Jokes abound. One user replied, "Finally the new ...

Tesla shares rose in premarket trading after it posted teasers online that some speculated could hint at the release of long-awaited mass market car model. The electric vehicle giant posted two videos on Sunday that that appeared to be a car component, ending with the number “10/7,” suggesting Tuesday’s date. Another video , also posted on Sunday, shows the headlights of a car, with the rest of the vehicle obscured in darkness. The teasers have led to suggestions among company watchers that it could be a ...

Rivian is looking at a potentially major transformation in its business over the coming months.Rivian Automotive (RIVN 0.85%) is expected to announce earnings in early November. If you've been eyeing this electric vehicle stock, now may be a key moment to buy it at a discount. That's because Rivian is about to reach an important growth catalyst. This will perhaps be the biggest in its history. Let's learn what that is and whether now it a good time to invest in the EV maker. Expect important updates to arri ...

Core Viewpoint - Tesla's stock experienced a short-term increase of 2.6%, reaching a new high of $456.29, with a total market capitalization returning to $1.5 trillion, driven by strong demand for the Model Y in Europe [1] Sales Performance - In September, Tesla's sales in Denmark increased by 20.5% year-over-year, with the Model Y becoming the best-selling electric vehicle in the country [1] - Norway saw a sales growth of 14.7%, fueled by demand for both the Model Y and Model 3 [1] - Spain reported a registration increase of 3.4%, largely due to a 60% surge in Model Y registrations [1] - After a prolonged period of low sales, Tesla's registration in France finally rose by 2.74% [1] Market Challenges - In contrast, new car registrations in Sweden and the Netherlands have declined for nine consecutive months, indicating potential challenges in those markets [1]

Let me ask you about tariffs and where you think things stand uh what you expect to happen uh to the tariffs from a legal perspective and how how you're confronting them yourself at this point. Well, we had a huge announcement. Um the Trump administration announced that they're looking at 232 tariffs for heavy duty trucks.This is a really big deal for our country and for Ford companies like Packar and Ford. We make all of our heavy duty trucks in America. We have a lot of competition from overseas and a 25% ...

Core Viewpoint - The company is a leading provider of home electric vehicle charging solutions in China, holding significant market shares both domestically and globally, with a focus on expanding its product offerings and manufacturing capabilities. Group 1: Market Position and Performance - The company ranks first in China for home electric vehicle charging pile sales, with a market share of 13.6% based on sales volume, and a global market share of 9.0% [5][8] - In terms of sales revenue, the company ranks third in China with a market share of approximately 6.6% [5] - The projected market share for the company in global home electric vehicle charging pile sales for 2024 is about 3.9% [5] Group 2: Product and Service Offerings - The company provides smart home electric vehicle charging piles, accessories, and services to seven out of the top ten automotive manufacturers in China [14] - A wide range of products is available for retail customers, including various series of smart home electric vehicle charging products [25] Group 3: Manufacturing and Technological Capabilities - The company is one of the earliest to obtain the IATF16949 certification for electric vehicle charging piles, ensuring compliance with automotive industry standards [30] - Advanced manufacturing capabilities include surface mount technology (SMT) and dual in-line package (DIP) production lines, enhancing the production capacity of core components [36] Group 4: Financial and Growth Projections - The compound annual growth rate (CAGR) for global electric vehicle sales from 2020 to 2024 is projected at 17.5% for passenger electric vehicles and 54.9% for commercial electric vehicles [15] - The CAGR for China's passenger electric vehicle revenue from 2020 to 2024 is expected to be 76.1% [20]

（来源：第三代半导体产业） 2025 年 9 月 29 日（美国东部时间）美国北卡罗来纳州达勒姆 —— 全球碳化硅技术引领者 Wolfspeed, Inc. 公司 (纽约证券交易所代码：WOLF) 今日宣布已成功完成其财务重整流程，并已退出美国《破产 法》第 11 章的保护。 通过此次重整，Wolfspeed 将其总债务削减了约 70%，债务到期日延长至 2030 年，年度现金利息支出 也随之降低了约 60%。此外，公司认为其保持有充足的流动性，可继续为客户提供领先的碳化硅解决 方案。凭借由自由现金流生成能力支撑的自筹资金商业计划，Wolfspeed 已蓄势待发，将充分利用其垂 直整合的 200 mm 制造基地，并以安全、可扩展的本土供应链为后盾，来推动可持续增长。 "Wolfspeed 顺利完成其快速重整程序，这标志着一个新纪元的开启。我们正以全新的活力，和对 Wolfspeed 自成立以来就具备的增长思维与创业精神的再度承诺，迈入这个新纪元，"Wolfspeed 首席执 行官 Robert Feurle 表示。"在进入这个新纪元之际，我们拥有了显著改善的财务稳定性、一个新建的规 模化、垂直整合的 200 ...