大家好我是大鱼 今天的资讯 包括下面几个消息 1. 德国汽车业联手 打造软体新生态 2. 特斯拉V4超充桩 登陆中国！ 3.Robotaxi的隐藏危机 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 德国汽车业联手打造 软体新生态 上周德国11家汽车制造商 与零部件供应商 在德国汽车工业 协会（VDA）的支持下 签署了一份重量级的 谅解备忘录（MoU） 目标是共同开发一个 开放且标准化的 车载软体平台 这可是德国汽车业 对抗数字化浪潮的 关键战略 这11家公司 涵盖了从传统汽车巨头 到核心零件供应商 大家决定不再 各自为政 而是携手合作 打造一个能加速 软体更新 提升车辆智能化的 生态系统 这个平台将支援 远程软体更新（OTA） 让你的爱车 不必跑去维修厂 软体就能像手机一样 自动升级 安全性和用户体验 都会有显著提升 为什么要这么做？ 因为现代车辆的 软体复杂度爆炸 单靠一家企业独自开发 不仅成本高昂 还容易造成 行业的重复投资 效率低下 透过开源合作 大家共享核心模组 专注打造差异化特色 既降低风险 又能快速迭代 这种软体共享的经济模式 正是未来汽车 产业竞争的关键 根据规 ...

Financial Data and Key Metrics Changes - Net revenue for Q1 2025 was USD 657 million, a 150% increase year over year and largely in line with Q4 2024 [27] - Cost of goods sold for the quarter was USD 888 million, an increase of 113% year over year and down 25% quarter over quarter [27] - Q1 2025 gross margin was -35%, an improvement from -59% in the same period last year [27] - Net loss for the quarter was USD 712 million, with a net loss margin of -109%, compared to -226% in Q1 2024 [30] Business Line Data and Key Metrics Changes - In Q1 2025, VinFast delivered 36,330 electric vehicles, representing a 296% increase year over year and a 32% decline quarter over quarter [7] - Two-wheeler deliveries reached 44,904 units, marking a 473% year over year increase and a 44% rise quarter over quarter [8] - B2C deliveries accounted for over 70% of total sales for three consecutive quarters through Q1 2025 [9] Market Data and Key Metrics Changes - In Vietnam, VinFast's market share of overall auto sales increased to nearly 40% in Q1 2025 from approximately 20% last year [15] - EV penetration in Vietnam reached nearly 40% in Q1, while BEV adoption in Indonesia was 7% and 3% in The Philippines [11] - Vietnam led Southeast Asia in automotive sales growth with a 24% year over year increase [15] Company Strategy and Development Direction - VinFast aims to double vehicle deliveries in 2025 and maintain strong momentum into 2026 [39] - The company is transitioning from a direct-to-consumer model to a dealer-based model to enhance efficiency [28] - New vehicle platforms and EE architecture are expected to drive long-term cost savings and operational efficiency [26][22] Management Comments on Operating Environment and Future Outlook - Management expressed optimism about improved operating leverage driven by economies of scale [6] - The company is focused on scaling operations, accelerating product development, and executing cost optimization to achieve profitability [39] - Management acknowledged the challenges posed by global macroeconomic and trade uncertainties but remains committed to growth [7] Other Important Information - CapEx for Q1 2025 was USD 147 million, down 24% year over year and 40% quarter over quarter [30] - As of May 31, liquidity stands at approximately USD 2.4 billion, including various loans and grants [32] Q&A Session Summary Question: Timeline on new factories in Vietnam, India, and Indonesia - All facilities in Asia are expected to start operations this year, with the India factory opening in July [36] Question: Key catalysts for investors in 2025 - Growth will be driven by deeper market penetration in key international markets and new product offerings [39] Question: Timing of CapEx and when it might peak - Total CapEx planned for 2025 is USD 800 million, with over 50% allocated to R&D [44] Question: Expansion into the bus market - Deliveries of buses have already started in Vietnam, with plans to expand into other markets [46] Question: Average selling price (ASP) trajectory for the rest of the year - ASP for Q1 2025 was around USD 15,000, expected to remain under USD 20,000 for the full year [49] Question: Variable margin versus fixed costs in production - Variable costs are being optimized, with expectations for improvements in gross margin by 2026 [51] Question: Rationale for closing B2C showrooms in North America and Europe - Transitioning to a dealership model to enhance efficiency and scale globally [61] Question: Liquidity status - Total cash burn for 2025 is expected to be around USD 2 billion to USD 2.5 billion [64]