特斯拉推出购车优惠方案。 当地时间1月2日，特斯拉发布了2025年四季度和全年的汽车交付数据。 1月6日，据特斯拉公众号消息，特斯拉Model 3/Y/Y L推出7年超低息购车方案。其中，Model 3/Y首付 7.99万元起，月供可低至1918元；Model Y L首付9.99万元起，月供可低至2947元。 特斯拉还称，Model Y L首次推出5年0息，首付9.99万元起，月供可低至3985元。 值得注意的是，就全年数据来看，特斯拉有史以来首次被中国汽车制造商比亚迪超越。数据显示，特斯 拉2025年全球交付汽车163.6万辆，同比下降约8.6%。同期，比亚迪纯电动汽车销量为225.67万辆。 根据特斯拉发布的数据，公司2025年四季度生产超过43.4万辆，同比下降5.5%；交付了超过41.8万辆， 同比下降约16%。 而根据StreetAccount汇总的估算，华尔街分析师预计特斯拉2025年四季度交付量为42.6万辆。 分析认为，特斯拉2025年四季度销量下降主要受到美国联邦政府提前在9月30日前终止电动汽车激励措 施的影响。这一决定比原计划更早，并促使特斯拉及其他汽车制造商的电动汽车销量提前至第三季度 ...

| NIO 蔚来 | | | | --- | --- | --- | | 5.100 + +0.190 +3.87% | | 收盘价 12/26 16:00 美东 | | 5.200↑ 0.100 +1.96% | | 盘前价 12/29 04:05 美东 | | 三五四年5月 | | ● 快捷交易 | | 最高价 5.150 | 开盘价 4.900 | 成交量 4909.47万 | | 最低价 4.900 | 昨收价 4.910 | 成交额 2.5亿 | | 平均价 5.087 | 市盈率TM 亏损 | 总市值 126.15亿 (--) | | 振 幅 5.09% | 市盈率(静) 亏损 | 总股本 24.73亿 | | 换手率 2.77% | 市净率 24.056 | 流通值 90.47亿 | | 52周最高 8.020 | 委 比 42.86% | 流通股 17.74亿 | | 52周最低 3.020 | 量 比 1.96 | 色 主 1股 | | 历史最高 66.990 | 股息TTM -- | 换股比率 1.00 | | 历史最低 1.190 1 the | 股息率ITM -- | | | ADR换 ...

来源：市场资讯 天眼查资料显示，重庆海辰储能科技有限公司，成立于2022年，位于重庆市，是一家以从事其他制造业 为主的企业。企业注册资本240000万人民币。通过天眼查大数据分析，重庆海辰储能科技有限公司参与 招投标项目40次，专利信息19条，此外企业还拥有行政许可18个。 国家知识产权局信息显示，重庆海辰储能科技有限公司、厦门海辰储能科技股份有限公司取得一项名 为"电解液、包含该电解液的电池、储能装置和用电设备"的专利，授权公告号CN120878973B，申请日 期为2025年9月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 厦门海辰储能科技股份有限公司，成立于2019年，位于厦门市，是一家以从事电气机械和器材制造业为 主的企业。企业注册资本109474.5156万人民币。通过天眼查大数据分析，厦门海辰储能科技股份有限 公司共对外投资了18家企业，参与招投标项目222次，财产线索方面有商标信息141条，专利信息2852 条，此外企业还拥有行政许可82个。 ...

"韩国电池一哥"痛失450亿元大单。 LG新能源在交易所文件中指出，此次订单被取消，主要由于近期政策环境与电动汽车需求前景变化，导致福特决定停 止生产部分电动汽车车型，并据此通知解除合同。 近日，LG新能源在交易所文件中披露，已收到福特方面通知，取消价值9.6万亿韩元(约合人民币459亿元)的动力电池采 购合同。 2024年，LG新能源营收同比下降24.1%，至25.6万亿韩元。以此计算，LG新能源被取消的订单价值约占去年全年总营收 的三成。 12月19日，LG新能源就此事宜向智通财经回应称，随着客户电动化战略的变更，部分车型中断开发，会相应调整双方 的订单合同。LG新能源表示，未来与福特仍将保持合作关系。 此外，LG新能源还指出，此次取消的订单批次原计划于2027年后开始供应，因此当下并没有在运营的生产线，未来将 通过积极提升运营效率，提升整体产能利用率，将变化影响最小化。 LG新能源是韩国最大电池生产商，由LG集团旗下的LG化学电池业务分拆而来，2022年独立上市，所生产的锂电池产品 涵盖消费类电池、动力电池和储能电池。 此次被取消的合同签署于去年10月15日。彼时，LG新能源与福特共签署两份动力电池电池 ...

Group 1 - XPeng Motors has obtained an L3 autonomous driving road test license in Guangzhou, initiating regular L3 road tests on high-speed roads for conditional autonomous driving [2] - Li Auto's subsidiary, Beijing Rockville Technology Co., Ltd., has reduced its registered capital by 89.5%, from 1 billion RMB to 105 million RMB, with changes in executive leadership [2] - Ford Motor Company announced a new battery storage system business, planning to invest nearly $2 billion over the next two years to meet the growing demand for battery storage in data centers and grid infrastructure [2] - China FAW Group revealed plans to mass-produce solid-state batteries by the end of 2027, with prototypes already developed and intended for use in high-end Hongqi models [2] - The Land Transport Authority of Singapore awarded contracts for 660 new electric buses, with Chinese companies BYD and Yutong among the successful bidders, set to replace aging diesel buses starting in late 2026 [2]

具体内容是什么? 约85亿美元与取消多款未来电动汽车项目相关的成本有关，其中包括一款原计划在田纳西州生产的大型 皮卡。此外，福特还因与韩国SK-On公司合资的电池业务而减记60亿美元——SK-On上周宣布终止双方 合作关系。 SK Innovation旗下子公司SK On上周四宣布，已与福特达成协议，终止双方的合资企业。两家公司将分 割资产：福特将拥有并运营位于肯塔基州的两座电池工厂，而SK On将运营位于田纳西州BlueOval SK 园区内的工厂。 福特汽车(F.US)周一宣布，将对电动汽车投资计提195亿美元的费用，这是迄今为止汽车行业放弃电动 汽车技术的最明显迹象，而汽车制造商在本世纪初曾全心全意地拥抱了这项技术。这笔款项的大部分用 于支付取消耗时数年研发的全电动车型的相关费用。福特正将重心转向扩大传统燃油车型和混合动力车 型的市场，以更好地满足美国购车者的偏好。 以下是福特此次声明的一些值得注意的方面： 自福特F-150Lightning问世以来，电动汽车行业就面临着诸多挑战。特斯拉为了应对销量下滑，发起了 一场激烈的价格战，这进一步蚕食了传统汽车制造商本就微薄(甚至亏损)的利润。特朗普的连任，以及 ...

Group 1 - Ctrip Group-S (09961) reported a net operating revenue of 18.3 billion RMB (approximately 2.6 billion USD) for Q3 2025, a 16% increase year-on-year [1] - XPeng Motors-W (09868) experienced a decline of over 9% post-earnings, with Q3 revenue at 20.38 billion RMB, a 102% year-on-year growth, but slightly below market expectations of 20.45 billion RMB [1] - BeiGene (06160) saw a 2.32% increase following positive results from its Phase III HERIZON-GEA-01 study [1] - Kinko Service (09666) surged over 17% after resuming trading, with a revised offer price of 6.67 HKD per share contingent on shareholder approval for delisting [1] Group 2 - Gold stocks continued to decline, with Lingbao Gold (03330) down 6.91% and Tongguan Gold (00340) down 4.66%, as gold prices fell for the fourth consecutive day [2] - Joy City Property (00207) rose 1.67% after announcing plans to withdraw its listing status on November 27 [2] - Semiconductor stocks performed well, with Hua Hong Semiconductor (01347) up 4.45% and SMIC (00981) up 1.58%, indicating high demand with a 95.8% capacity utilization rate in Q3 [2] - Guangzheng Education (06068) fell nearly 10%, projecting a net profit of approximately 37.7 million RMB for the fiscal year ending August 31, 2025, down from 96.4 million RMB in the previous year [2] Group 3 - Coal stocks faced declines, with Yanzhou Coal Mining (01171) down 4.7% and China Shenhua Energy (01088) down 3.59%, despite a quarter-on-quarter recovery in coal prices [3] - Hong Kong Travel (00308) dropped over 17% following the announcement of a cash distribution plan related to its private company shares [4] Group 4 - Dell Technologies (DELL.US) fell 8.43% after Morgan Stanley downgraded its stock rating from "Overweight" to "Underweight," raising concerns about its earnings outlook [5] - XPeng Motors (XPEV.US) dropped 10.32% as its Q3 revenue fell short of market expectations [5] - Lithium stocks surged, with Sigma Lithium (SGML.US) up 32.34%, driven by strong demand rather than supply disruptions [5] - Sohu (SOHU.US) rose 7.26% with a Q3 revenue of 180 million USD, a 19% increase year-on-year [6] - Quantum Computing (QUBT.US) increased 8.49% after reporting better-than-expected earnings and outlining a roadmap for mass production [6] - Google (GOOGL.US) gained 3.11% following Berkshire Hathaway's new investment in Alphabet [6] - Alibaba (BABA.US) rose over 2.54% after announcing its entry into the AI to C market with the "Qianwen" project [6]

Financial Data and Key Metrics Changes - For Q1 fiscal 2026, the company reported revenue of CAD 19.2 million, an increase of approximately 27% compared to CAD 15.1 million in the same period last year [10][12] - Development fee revenue for Q1 fiscal 2026 was CAD 3.4 million, a significant increase from zero in the prior year [10] - Gross margin improved to approximately 45% in Q1 fiscal 2026, up from 27% in the same quarter last year [11] - Net income for the quarter was around CAD 1 million or CAD 0.03 per basic share, compared to a net loss of CAD 26.5 million or CAD 0.87 per basic share in the same quarter of fiscal 2025 [12] Business Line Data and Key Metrics Changes - Revenue from EPC services increased by approximately 1% to CAD 11.9 million in Q1 fiscal 2026 [10] - Independent Power Producer (IPP) revenue grew to CAD 3.8 million, an 18% increase from CAD 3.3 million in the prior year [5][11] Market Data and Key Metrics Changes - The company is focusing on expanding its IPP portfolio and advancing its development pipelines, particularly in the U.S. and Canada [13][15] - The demand for battery storage is increasing, with the company shifting its marketing and sales activities towards battery storage project development [17][31] Company Strategy and Development Direction - The company aims to deliver a significant number of solar projects before the end of 2030, leveraging U.S. government guidance and incentives [16] - The company is entering the data center market and exploring environmentally friendly solutions for data centers powered by solar energy [19][20] - A strategic development agreement has been established with Intellistic Technologies to focus on AI and blockchain technologies [22] Management's Comments on Operating Environment and Future Outlook - The management acknowledges the challenges faced by the renewable energy industry but sees a clearer path forward due to recent government actions [15][16] - The company remains positive about the outlook for battery storage, citing increasing electricity prices and demand [31] Other Important Information - The company has secured contracts for community solar projects in Nova Scotia, Canada, and is developing a battery energy storage system in Ontario [7][8] - The company is also exploring a crypto treasury strategy using revenue from its solar assets [21] Q&A Session Summary Question: Factors driving the company's gross margin increase from 27% to 45% - The increase is attributed to effective management of field activities and procurement strategies, shifting from international to domestic content [25][26] Question: Delays impacting project timelines - Delays are primarily due to permitting issues and interconnection challenges, which are common across the battery energy sector [27][30] Question: Progress in monetizing and securing safe harbor for US pipelines - The company is focusing on project-specific long lead items to meet new guidelines and ensure timely project delivery [32]

Core Viewpoint - Recent surge in lithium stocks driven by strong demand rather than supply disruptions, according to Citigroup's research report [1] Group 1: Stock Performance - Sigma Lithium (SGML.US) surged over 18% [1] - Lithium Americas (LAC.US) and Sociedad Química y Minera de Chile (SQM.US) both rose over 11% [1] - Albemarle Corporation (ALB.US) increased by over 8% [1] Group 2: Market Insights - Citigroup expresses increasing confidence in strong battery storage demand in the coming years [1] - Recent lithium price increases attributed to robust demand [1]

Group 1 - Lithium stocks have strengthened, with Albemarle rising over 7.6%, SQM increasing over 3%, and FMC gaining nearly 2% [1] - Citigroup recently published a research report indicating that the recent rise in lithium prices is primarily driven by strong demand rather than potential supply disruptions [1] - Citigroup expresses increasing confidence in the strong battery storage demand expected in the coming years [1]