【文/观察者网 柳白】 达拉·科斯罗萨西接受播客节目"People by WTF"采访 当被问及为何中国制造商能超越同行时，科斯罗萨西将其归因于激烈的本土竞争。 "中国整车厂和电动汽车行业涌现的创新，是我从未见过的。" "每一个重要的中国城市或省份，都希望他们当地的电动车企业成功，"他说。"现在中国有超过100家整 车厂商，这种自下而上的竞争契合了政府的战略方向。" 在近期的一档播客节目中，美国网约车巨头优步（Uber）CEO达拉·科斯罗萨西对中国电动汽车赞不绝 口，称其"令人难以置信"，他还表示，中国车企经历了本土市场竞争的严峻考验，本质上就是"适者生 存"。 在科斯罗萨西看来，这是一种"两全其美"的格局。 《商业内幕》网站8月25日报道称，"铁磨铁，越磨越利"（iron sharpens iron）这句俗语，或许正好描述 了中国的电动车产业。比亚迪等车企帮助中国主导了全球电动车市场，同时给美国车企如特斯拉和福特 带来压力。 "一方面有产业政策的引导，另一方面最终的赢家并非'总统的好友'，而是在残酷竞争环境中胜出的企 业，" 科斯罗萨西说，"因此，从中国脱颖而出的赢家，比如全球知名的吉利和比亚迪，都历经了严 ...

Core Insights - The CEO of Uber, Dara Khosrowshahi, praised the innovation in China's electric vehicle (EV) industry, highlighting the intense local competition that has driven companies to excel [1][3] - Chinese automakers, such as BYD, are leading the global EV market, putting pressure on American companies like Tesla and Ford, which have acknowledged the superior technology, cost, and quality of Chinese EVs [1][4] - The competitive landscape in China, characterized by over 100 automakers, aligns with government strategies, creating a "survival of the fittest" environment that fosters innovation and rapid industry development [3] Investment Trends - In 2022, Chinese EV supply chain companies invested approximately $16 billion overseas, surpassing domestic investments of $15 billion for the first time since 2014 [4] - This shift marks a historic change, as previously about 80% of investments were concentrated in the domestic market, indicating a growing international focus among Chinese zero-emission vehicle companies [4] - Battery manufacturers are leading the way in international expansion, while EV manufacturers still primarily focus on the domestic market [4]

Company Performance - Haidilao reported a revenue of 20.7 billion yuan for the first half of the year, a year-on-year decrease of 3.7%, with a net profit of 1.76 billion yuan, down 13.7% year-on-year [1] - Dongfeng Motor's management stated that there are currently no further capital operation plans following the privatization of Dongfeng Group, focusing instead on professional integration and strategic positioning [2] - Keep achieved a revenue of 822 million yuan in the first half of 2025, with an adjusted net profit of 10.35 million yuan and a gross profit of 429 million yuan, increasing the gross margin from 46.0% to 52.2% year-on-year [2] - Maoyan Entertainment reported total revenue of 2.472 billion yuan for the first half of 2025, a year-on-year increase of 13.9%, with a net profit of 179 million yuan [3] - Pinduoduo's second-quarter revenue reached 103.98 billion yuan, a year-on-year growth of 7%, while net profit decreased by 4% to 30.75 billion yuan [4] Corporate Adjustments - Porsche announced adjustments to its battery business, with its subsidiary Cellforce focusing on battery cell development and reducing staff in a responsible manner [5] - KDP announced the acquisition of JDE Peet's in a cash transaction, with the deal expected to close in the first half of 2026 [6] New Products and Initiatives - Zeekr 9X, the world's first 900V hybrid full-size SUV, will start pre-sales at the Chengdu Auto Show on August 29, with the top configuration priced at 599,800 yuan [7] - A new energy technology company, Times Qiji New Energy Technology (Yulin) Co., Ltd., was established under CATL, focusing on charging pile sales and related services [8] - Tencent Meeting launched an "AI Minutes" feature that generates real-time meeting minutes and allows users to ask questions post-meeting [9] - Xiaopeng Motors has deployed hundreds of humanoid robots on its production line, primarily for algorithm training and data collection [10] Market Trends - Huawei Cloud announced an organizational restructuring to focus more resources on AI and computing industries [11] - Singapore's inflation rate dropped to 0.6% in July, lower than expected, indicating a potential economic slowdown [11] - India's crude oil imports fell to a near 18-month low of 18.56 million tons in July, a decrease of 8.7% month-on-month [12]

AvaTrade爱华每日市场报告：全球市场在美联储主席鲍威尔明确释放降息信号后迎来强劲反弹，美股三 大指数集体走高，道指创历史新高，欧亚市场同步受益于鸽派预期。尽管今日英国假期可能抑制交投活 跃度，市场焦点已转向本周即将公布的通胀数据及科技巨头财报，以寻找政策路径的进一步线索。 | 股票指数 | 8月25日(星期一) | | --- | --- | | 英国 100 | 개 | | STRATEGIC_METALS | 闭 | | NICKEL_SPOT | 闭 | | ALUMINIUM_SPOT | 用 | | 股票 - ETF | | | 英国股票 | 用 | 1. 前一天总结 – 2025 年 8 月 22 日星期五 美国市场 波动性和收益率 美联储主席鲍威尔在杰克逊霍尔发出降息信号，最早可能在 9 月开始降息后，美国股市周五大幅上涨。 小盘股和对利率敏感的板块领涨，而波动性有所缓解，收益率下降。 商品 欧洲 • 标准普尔500指数（US_500）：▲1.5%，至6,466.91点 • 道琼斯指数（US_30）：▲ 1.9%，至 45,631.74 点（历史新高） • 纳斯达克 100 指数（US_T ...

Group 1: Autonomous Vehicles and Logistics - Baidu has launched open road testing for its Apollo Go autonomous vehicles in the UAE, with plans to deploy thousands of self-driving cars in partnership with Uber, marking the first such initiative in Asia and the Middle East [2] - A new international cargo route from Urumqi to Dubai has been established, significantly reducing transportation time from 20-30 hours to approximately 6 hours, enhancing logistics efficiency by over 70% [2] Group 2: Mergers and Acquisitions - In the first half of 2025, the UAE's merger and acquisition transaction volume reached $25.4 billion, accounting for 43% of the total $58.7 billion in the MENA region [3] Group 3: Banking and Financial Performance - As of May 2025, the total assets of UAE banks increased by 2.7% to AED 4.878 trillion, with total credit rising to AED 2.293 trillion, a growth of 1.5% [3] - The UAE Central Bank's gold reserves grew by 25.9% in the first five months of the year, reaching AED 28.933 billion [3] Group 4: Digital Economy and Startups - In the first half of 2025, Dubai's digital economy chamber supported 308 digital startups, a 39% increase from the previous year [3] - The Dubai International Chamber attracted 143 new companies in the first half of 2025, a 138% increase year-on-year, including 31 multinational companies [4] Group 5: Renewable Energy and Infrastructure - Masdar has invested over AED 6.19 billion (approximately $1.685 billion) in renewable energy projects through green bonds, which are expected to reduce CO2 emissions by over 6.28 million tons annually [5] - Masdar has decided to pause its green hydrogen project and shift focus to data centers due to changing market dynamics [5] Group 6: Electric Vehicles and Charging Infrastructure - Parkin has signed a 10-year agreement to deploy 200 "ultra-fast" electric vehicle charging stations in Dubai, aiming to reduce charging time to under 30 minutes [5] - Faraday Future plans to establish a factory in Ras Al Khaimah, UAE, for assembling its FX Super One electric vans, supported by AED 30 million (approximately $8.1 million) in initial funding [6] Group 7: Economic Growth and Trade - Qatar's economy is expected to grow by 4.8% in 2026, with signs of recovery in the non-energy sector [7] - Qatar's total foreign trade reached QAR 476.28 billion in 2024, a 1.3% increase year-on-year, with a trade surplus of QAR 215.64 billion [7] Group 8: Financial Center and Investments - The Qatar Financial Center registered 828 new companies in the first half of 2025, a 64% increase year-on-year, reflecting investor confidence in the Qatari market [8] - Qatar's royal family has committed to invest $31 billion in Botswana and Zambia for infrastructure and development projects [8]

近日，国家税务总局曝光了"新三样"（电动汽车、锂电池、光伏产品）领域2起偷骗税案件，这是税务 部门首次对该领域的违法案件进行披露，警示任何试图以偷骗税损害税收公平、破坏市场秩序的违法行 为都将受到严惩。 2021年至2023年，江西南氏锂电新材料有限公司通过扩大研发人员范围，将非直接从事研发工作的人员 工资费用668.22万元纳入研发支出进行申报，违规享受研发费用加计扣除税费优惠。同时，该公司还存 在其他少缴税款的违法行为。2025年4月，国家税务总局宜春市税务局第一稽查局对其依法作出追缴税 费、罚款共计571.9万元的处理处罚决定，并依法加收滞纳金。 据了解，税务部门将持续推进依法治税，依法严肃查处以损害税收公平为代价破坏市场秩序的违法行 为，让国家的税收优惠政策"红利"流向真正专注于技术创新、品质提升的企业，坚决维护法治公平的税 收环境。 （文章来源：经济日报） 近年来，党中央、国务院部署实施了一系列税费优惠政策，有力支持了"新三样"领域经营主体快速发 展。然而，少数"新三样"领域经营主体在本身缴税就较少的情况下，仍违规骗享税费优惠甚至肆意偷税 骗税。"产业越是火热，越要守住底线。'新三样'作为国家重点支 ...

Core Insights - The number of registered electric vehicles (EVs) in Kazakhstan has reached 17,976, showing significant growth in recent years [1] - In February 2023, the number of registered EVs was just over 12,000, indicating an increase of nearly 5,976 vehicles within six months [1] - This growth is attributed to a series of supportive measures introduced by the government [1] Government Initiatives - In July 2024, Kazakhstan passed amendments related to transportation and electric vehicle infrastructure development, establishing a policy framework for EV growth [1] - The amendments aim to accelerate the construction of supporting facilities and introduce various incentives to encourage the public to transition to green transportation [1] - The government has also implemented a series of measures to promote the development of the electric vehicle industry [1] Environmental and Economic Impact - The promotion of electric vehicles is expected to reduce carbon emissions and stimulate the development of related manufacturing, energy, and service sectors [1] - Kazakhstan's accelerated efforts in EV adoption are seen as a way to further integrate into global green development trends [1]

Group 1 - The article highlights the significant growth of China's clean energy sector, with patent applications increasing from 18 in 2000 to over 5000 by 2022, indicating a strong international competitive edge [1] - China has surpassed other countries in renewable energy innovation, particularly in solar and wind energy, batteries, and electric vehicles, contributing to a global shift away from fossil fuels [1] - Chinese clean technology companies have established a dominant position in both domestic and international markets, building on initial technologies developed by Western countries [3] Group 2 - The development of China's clean energy technology is supported by favorable policies and a mature academic research environment, with nearly 50 graduate programs focused on battery chemistry and metallurgy [3] - A significant portion of widely cited battery technology papers, 65.5%, originates from Chinese researchers, underscoring China's leadership in this field [3] - Analysts note that the global energy transition increasingly relies on advancements in Chinese technology, with a shift in focus towards emerging technologies such as carbon capture, smart grids, and electrification of heavy industries [4]

Group 1 - The list of candidates for the 2025 academician election reflects the landscape of industrial innovation in China, attracting attention from the capital market due to the inclusion of executives from leading listed companies [1] - Wu Kai, chief scientist of CATL, and Lian Yubo, chief scientist of BYD, are notable candidates representing the electric vehicle sector [1] - In the aerospace field, Chen Yong, chief designer of COMAC's C909, and Deng Jinghui, chief designer at the Aviation Industry Helicopter Institute, are also included [1] Group 2 - In the digital technology sector, Wu Qingbo, chief scientist of Kirin Software under China Electronics, represents the software industry [1] - Li Zhenguo, founder of LONGi Green Energy, is nominated for the engineering academy's chemical, metallurgy, and materials engineering division [1] - In the coal industry, candidates include Shang Jian, chief engineer of Shaanxi Coal and Chemical Group, and Zhang Jianguo, executive deputy general manager of China Pingmei Shenma Group [1]

Group 1 - The core viewpoint is that China dominates the global electric vehicle (EV) market, producing 70% of the world's EVs and significantly outperforming Western manufacturers [1] - In addition to EVs, China contributed over half of the global growth in solar and wind energy equipment last year, establishing itself as the largest supplier in the renewable energy sector [1] - The International Energy Agency (IEA) reported a 60% increase in EV sales in developing countries across Africa, Asia, and Latin America, driven by the influx of Chinese EVs [2] Group 2 - In Turkey, EV sales have more than doubled, with local brand Togg capturing 27% of total car sales, while over 70% of imported cars in Nepal were electric [2] - The average price of Chinese EVs in Thailand was approximately $30,000, compared to $34,000 for similar gasoline vehicles, making them competitively priced [2] - Various countries are implementing favorable policies for EVs, such as lower tax rates for electric vehicles compared to traditional fuel vehicles in Turkey [2] Group 3 - The U.S. and EU are attempting to restrict Chinese EVs through tariffs, prompting China to seek opportunities in the Global South, although protectionist measures are also emerging in these markets [3] - Brazil has recently allowed tariff-free entry for EVs, and Indonesia is increasing local production requirements for EVs [3] - Despite the higher initial investment costs for clean technologies compared to fossil fuels, the decreasing prices of clean energy technologies are making them more attractive globally [5]