大家好我是大鱼 今天的资讯 包括下面几个消息 1. 中国公司拯救 美国电池产业？ 2. Optimus项目 为啥要暂停？ 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 中国公司拯救 美国电池产业？ 咱们来聊一个 超乎想像的话题 川普的政策竟然可能让 中国电池企业 来拯救美国的电池产业！ 这听起来似乎匪夷所思？ 但这就是现在 美国正在发生的事！ 大而美法案里 藏着一条让人 眼睛一亮的规定 允许中国电动车 电池制造商 在美国设立合资企业 还能拿到每千瓦时 35美元的税收优惠！ 这可是个大消息 因为它可能改变 美国电池产业的 游戏规则 但这背后有什么玄机？ 会不会让中国公司 悄悄抢走美国 市场的蛋糕？ 咱们来一探究竟！ 先说合资企业的游戏规则 这项政策的 细节是这样的 中国公司可以 和美国公司合资 最高持有40%的股份 听起来很慷慨吧？ 但有个大前提 他们用的材料 需要逐渐摆脱 对中国的依赖 具体来说 到2026年 合资企业必须有 60%的材料来自 美国或其他国家 到2030年 这比例得就要涨到85% 只要符合这些规定 税收优惠的幅度可不小 每千瓦时 ...

报告导读： 锂电行业需求回升带动扩产，固态电池加速落地推动设备升级，设备商迎投资 窗口。 投资建议： 传统锂电行业逐步复苏及扩产推进，叠加固态电池对设备要求进一步改变，锂电设备公司有望 带来新的投资机遇。 锂电行业预计回暖，设备采购需求将释放。 根据大东时代智库（ TD ）通过对行业 Top20 电池厂调研数 据显示， 2025 年 7 月中国电池厂动力 + 储能产量 128GWh ，环比减 4% ，同比增长 37% ，其中储 能电芯排产占比约 30.3% ，三元电芯排产占比约 17.9% 。 据高工产业研究院（ GGII ）不完全统计， 2025 年 1-4 月，锂电池产业链共规划 123 个扩产项目，总投资额超 3400 亿元 。国内锂电行业需求回 升，电池厂商扩产积极性提升，有望带动锂电设备行业回暖。 固态电池企业竞速前行，产业化可期。 受市场需求驱动，电池企业加速布局全固态电池等下一代电池技 术，以寻突破。宁德时代、比亚迪、亿纬锂能、国轩高科、赣锋锂业、鹏辉能源等企业也在固态电池领域 取得阶段性成果，纷纷实现中试线贯通或样品开发，引发市场关注。如宁德时代选择硫化物 + 卤化物复合 电解质体系，能量密度 ...

Core Insights - Microvast Holdings (MVST) shares have surged 849.7% over the past year, significantly outperforming the industry growth of 38.3% and the Zacks S&P 500 Composite's 12.9% increase [1] - The company has outperformed peers such as AppLovin (APP) and Dave (DAVE), which saw their shares rise by 286.4% and 785.3% respectively [1] Company Developments - In 2024, Microvast entered a partnership with Evoy, a Norwegian company specializing in high-output electric motor systems for boats, marking a diversification in MVST's market presence [5] - The electric boat and ship market is projected to grow at a CAGR of 12.7% from 2025 to 2030, driven by advancements in battery systems and propulsion technology [5] - The integration of MVST's MV-I battery into Evoy's systems has showcased the company's ability to extend its battery technology applications beyond traditional commercial vehicles [6] Technological Advancements - Microvast achieved a significant milestone in January 2025 with its True All-Solid-State Battery (ASSB) technology, enhancing safety, energy density, and efficiency [7] - The ASSB technology employs a bipolar stacking architecture and eliminates liquid electrolytes, allowing for higher voltage capabilities [8] - The battery market is expected to grow at a CAGR of 16.4% from 2025 to 2030, positioning Microvast favorably within this expanding sector [9] Financial Performance - MVST is projected to achieve a revenue of $466.7 million in 2025, reflecting a year-over-year growth of 22.9%, with further growth expected to $601.3 million in 2026 [15] - The consensus estimate for 2025 earnings per share is 13 cents, indicating a substantial year-over-year increase of 148.2% [15] - Recent upward revisions in EPS estimates reflect analysts' confidence in MVST's financial performance, with 2025 earnings estimates rising from a loss to a profit [16] Valuation and Liquidity - MVST trades at a forward P/E ratio of 19.4, lower than the industry average of 22.03, making it attractive for value-oriented investors [10] - The company's current ratio has increased by 28.2% year-over-year to 1.32, indicating strong liquidity and the ability to cover short-term obligations [13] Market Position - Microvast is well-positioned to expand its market share in the battery sector by leveraging its ASSB technology and entry into the electric boat market [17] - The company is recognized as a fundamentally strong stock with an attractive valuation and solid liquidity, making it a compelling addition to investment portfolios [18]

AbsolutelyMario Nawfal (@MarioNawfal):🇺🇸 TESLA’S NEW BATTERY FACTORY COULD SUPERCHARGE U.S. ENERGYTesla is finishing construction on its new LFP battery cell factory in Sparks, Nevada.Elon calls the facility “vital to America,” as the company ramps up domestic battery production.The plant will manufacture https://t.co/bFcGRg0NAe ...

Yes.A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future.Peter H. Diamandis, MD (@PeterDiamandis):By 2030, China could have the ability to produce enough solar and storage infrastructure each year to match the entire electricity generation capacity of the United States. ...

在北京花乡旧车市场，盛夏的热浪与新能源车专区的冷清形成鲜明对比。燃油汽车展区前来看车的消费 者不在少数，而一旁的新能源汽车展位前，却鲜少有人光顾。车商李先生守着几辆贴着"急售"标签的电 动车发愁。"去年38万元收的顶配车，现在挂18万元无人问津，"他指着玻璃窗上一指厚的灰尘道："买 家怕电池随时报废，我们怕车子烂在手里。" 这一幕正是当下新能源二手车市场的缩影。中国汽车流通协会最新发布的数据显示，今年4月份，新能 源二手车市场渗透率为8.8%，而同期的新能源新车的市场渗透率为47.34%。新旧新能源汽车市场销售 冰火两重天的背后，凸显消费者对新能源二手车信心的缺失。 在笔者看来，消费者对电池衰减的焦虑、技术迭代过快以及检测认证体系的缺失已成为钳制新能源二手 车市场良性发展的关键所在。更深层的市场矛盾根源，实则是产业狂飙突进与配套体系脱节。 国务院印发的《推动大规模设备更新和消费品以旧换新行动方案》明确提出，2027年二手车交易量较 2023年增长45%的目标。二手车交易量的提升，新能源车型无疑扮演着重要角色。今年6月24日，商务 部办公厅发布的《关于组织开展2025年千县万镇新能源汽车消费季活动的通知》中提出 ...

CANADA - 2025/03/24: In this photo illustration, the QuantumScape logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) QuantumScape's primary commercialization partner is PowerCo, Volkswagen Group's battery subsidiary. Their non-exclusive license agreement, announced last year, allows PowerCo to manufacture up to 40 gigawatt-hours (GWh) per year using QuantumScape's technology, with an option to expand to 80 GWh. This capacity ...

本代机型延续上代轻薄风格，展开状态下机身厚度仅4.3mm，折叠后为9.33mm，重217g，采用碳纤维 铰链优化和精密的内部结构布局；内屏8.03英寸2K LTPOAMOLED，外屏6.53英寸；搭载骁龙8至尊版 处理器；后置三摄均为5000万像素，支持3倍光变+微距功能，配备蔡司光学镜头和蔡司T*镀膜，AF和 OIS光学防抖；行业首发第四代硅负极技术，能量密度至高达866Wh/L，行业首发第二代半固态电池技 术，实现-30℃电池正常供电，与宁德新能源深度合作，在X Fold5上创新性采用颠覆性的双层电极架 构，让负极整体的硅含量达到12%，约为上一代2.5倍。 ...

The largest solar and battery project in the Caribbean.Tesla Solar Roof looks 🔥 https://t.co/qCl76fPpeDGood Faith Energy (@GoodFaithEnergy):We just completed the largest solar + battery project in the Caribbean — on Jumby Bay Island, Antigua. 🇦🇬 🌎A massive 233.28 kW @teslaenergy Solar Roof, powered by 9 inverters and 9 @SolArkSolar L3-HV-40KWH battery stacks (that’s 72 battery modules!).This project was no joke https://t.co/VtSk9CHtDK ...

11 June 2025 Global Energy Storage Global Energy Storage: Is LMR the LFP killer? Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Lithium-Manganese-Rich (LMR) battery technology is being touted as having the potential to disrupt the LFP market. Over the past 5 years, Chinese companies have disrupted the NMC market, with LFP which has gained huge popularity, particularly in ...