Core Viewpoint - CATL is in deep negotiations to acquire a controlling stake in NIO's energy division, which operates the largest battery swapping network in China with over 3,000 stations [1][2]. Group 1: Acquisition Details - The acquisition proposal follows CATL's earlier investment of 2.5 billion RMB (approximately 342 million USD) into NIO Power [1]. - NIO's energy division is valued at over 10 billion RMB in the latest funding round for 2024 [1]. - Both companies are working on a joint construction plan for battery swapping stations, emphasizing a strategic partnership [1]. Group 2: Industry Impact - NIO Energy not only serves its own customers but also opens its charging network to other EV brands like Tesla and BYD, enhancing CATL's position in the energy services sector [2]. - NIO has invested heavily in its battery swapping network, currently operating around 3,240 stations that can complete battery swaps in three minutes, addressing consumer range anxiety [2]. - The potential acquisition could reshape the landscape of China's new energy vehicle industry, providing NIO with stable battery supply and financial support from CATL [2].

撰 文 / 张霖郁 设 计 / 师 超 来源 / Bloomberg，Fox，Reuters，WSJ 据知情人士透露，特斯拉软件工程副总裁大卫·刘（David Lau）已向内部员工宣布辞职。 他的团队负责特斯拉汽车软件，主要是信息娱乐、信息安全以及无线软件更新以及云服务和制造系 统。 特斯拉官方和大卫本人暂没确认辞职这一消息。 大卫离职这段时间正是特斯拉艰难时刻。 公司正努力应对消费者"反特斯拉"的强烈情绪。另外，因产品线老化、电动汽车市场低迷以及特朗 普的汽车关税，导致特斯拉2025年第一季度销售额下降了13%，促使分析师下调预期。 近几个月来，美国和欧洲爆发了抗议活动，抗议马斯克在政府效率部（DOGE）扮演的角色，该部 门一直在削减联邦政府工作人员。 截至美国当地时间4月4日下午，特斯拉股价因大盘下跌而下跌了10%。这是自2024年12月17日特朗 普胜选后创下历史新高以来的最低，截至4月3日收盘，特斯拉股价已下跌 44%。 目前，大卫离职原因尚不清楚。 大卫在2023年随马斯克一起出现在特斯拉首席执行官核心高管亮相会上。 那一年下半年，特斯拉推出了重新设计的Model 3，大卫出现在一段视频中，宣传设计 ...

马斯克最近麻烦缠身。而股价持续回调的特斯拉，也再度迎来多个利空消息。 4月2日美股开盘，特斯拉一度跌超6%，截至发稿，股价翻红涨超2 . 6%。 特斯拉一季度交付不及预期 4月2日晚间，特斯拉公布第一季度全球交付数据。 特斯拉在2 0 2 5年第一季度交付了3 3 6 0 0 0辆汽车，同比下降1 3%。为自2 0 2 2年第二季度以来的最差季度表现。根据分析师预期，市场平均预计 特斯拉该季度销量将超过3 9万辆。 而就在两天前，特斯拉的股价刚刚录得自2 0 2 2年以来最差的季度表现。 根据Str e e tAc c o u n t的数据，投资者原本预期特斯拉将交付3 6万至3 7万辆汽车。特斯拉投资者关系团队向部分分析师发送的公司汇总预期显 示，平均交付预期为3 7 7 5 9 0辆。预测市场公司Ka ls h i于周二发布的预测为3 5 2 0 0 0辆。 2 0 2 4年第一季度，特斯拉报告的交付量为3 8 6 8 1 0辆，产量为4 3 3 3 7 1辆。 "交付量"是特斯拉报告中最接近"销售"的指标，但在公司向股东发布的信息中，并未给出明确定义。 特斯拉在荷兰、瑞典、丹麦的销量跌幅均超过5 0% ...

撰文 / 钱亚光 设计 / 师 超 来源 / w w w. j a t o . c o m , w w w. e l e c t r i v e . c o m 今年2月，据 JATO Dynamics 公司的数据，欧洲共登记了966300辆新乘用车，与去年同期相比下降了3%。根据 JATO Dynamics对8个细分市场（欧盟25 国+英国+挪威+瑞士）的数据，德国、意大利、比利时、荷兰、瑞士和爱尔兰的销量下降是这一趋势的主要驱动因素。今年前两个月，新车注册量下降 了2%，总计1962850辆。 与2024年2月相比，2月份电动汽车数量增加了26%，达164148辆，电动汽车的市场份额达到了17%——同比增长3.8个百分点，这是电动汽车领域销售表 现最佳的一个月。此外，2月还销售了72639辆插电式混合动力车（增长1%），市场份额为7.5%。 | | | 2025年2月欧洲 28 国新车销量及市场 | | | --- | --- | --- | --- | | | 2024年2月 | 2025年2月 | 同比增长率 | | 销量 | 991471 辆 | 966271 辆 | -2.5% | | 纯电汽车 ...

近年来，特斯拉作为全球电动汽车领域的领军企业，其市场表现一直备受关注。然而，最新数据显示， 特斯拉在欧洲多国的销量持续下滑，引发了业界对其未来发展的担忧。这一现象的背后，既有市场竞争 加剧的因素，也与特斯拉首席执行官埃隆.马斯克的政治立场密切相关。 未来展望与挑战 销量数据揭示市场困境 尽管特斯拉计划推出更便宜的车型并加码自动驾驶技术，但其在欧洲市场的困境短期内难以缓解。马斯 克的政治立场对品牌形象的影响已经显现，而市场竞争的加剧更是让特斯拉雪上加霜。未来，特斯拉能 否在欧洲市场重拾辉煌，不仅取决于其产品创新和市场策略，更取决于马斯克如何平衡其政治行为与品 牌声誉之间的关系。 根据最新公布的数据，特斯拉在欧洲主要市场的销量表现令人堪忧。在法国，特斯拉上个月的销量为 3157辆，同比下降36.83%；瑞典市场销量仅为911辆，同比暴跌63.9%；挪威市场销量为2211辆，同比 下降1%。与此同时，特斯拉在法国的市场份额也从一年前的2.55%降至1.63%，被比亚迪（002594）等 中国电动汽车品牌超越。这一趋势不仅反映了特斯拉在欧洲市场的竞争力下降，也凸显了其在全球范围 内面临的挑战。 特斯拉在欧洲的销量下滑 ...

摘要 兆瓦级超充竞赛升温：技术突破，还是资本游戏？ 在 5-6C 超快充技术步入规模化应用阶段的当下，国内电动汽车补能技术的发展却已呈现出向更 高功率等级演进的趋势。 近期，包括宁德时代、华为、比亚迪在内的行业主要参与者相继发布了 "兆瓦级"充电解决方案， 宣称功率高达 1 兆瓦乃至 1.5 兆瓦，远超当前主流水平。 这一动向表明，相关企业正着眼于下一代大功率充电基础设施的布局，以期满足未来潜在的市场需 求，尤其是在商用车电动化等领域。 尽管目标功率宏大，但目前公布的兆瓦级方案在技术实现路径和初期市场策略上已显现出差异。例 如，基于现有信息，不同方案在实际可达到的充电倍率上有所不同。 同时，在优先应用场景的选择上，华为初步聚焦于商用重卡，而比亚迪则率先将其应用于高端乘用 车，并计划建设配套的专属充电网络。 这些不同的策略选择，引发了市场对于兆瓦级充电技术当前阶段的成熟度、经济可行性以及不同细 分市场推广路径的关注与评估。 兆瓦级充电获密集发布，技术、应用现分野 "兆瓦级"充电，即大功率超充，其实现依赖于高电压与大电流技术的协同突破。这并非单一环节 的革新，而是一个涵盖车辆高电压平台、高性能电池以及大功率充电桩 ...

Core Viewpoint - BYD's recent advancements in "super e platform" and "megawatt flash charging" technology are set to revolutionize the electric vehicle charging landscape, addressing key challenges in charging speed and infrastructure [2][3][22]. Group 1: Business Performance - BYD's 2024 annual report shows impressive financial growth, with revenue reaching 777.1 billion yuan, a 29% increase year-on-year, surpassing Tesla's revenue of 702.2 billion yuan [8]. - The net profit for BYD in 2024 was 40.254 billion yuan, reflecting a 34% year-on-year growth, indicating continuous improvement in profitability [8]. Group 2: Technological Breakthroughs - The "megawatt flash charging" technology allows for a charging time of just 5 minutes to achieve a range of 400 kilometers, marking a significant advancement in charging speed comparable to traditional fuel refueling [3][19]. - The supporting storage system for the megawatt flash charging stations features an innovative architecture of "1 main unit + 1 storage cabinet," with a storage capacity of 225 kWh and a maximum output power of 800 kW, which can surge to 1360 kW when working with the grid [4][9]. Group 3: Strategic Infrastructure Development - BYD plans to establish over 4,000 megawatt flash charging stations across the country, a strategic move to enhance its charging infrastructure and reduce reliance on third-party charging facilities [10][19]. - The integration of storage systems in these charging stations is expected to optimize operational costs and create new application scenarios for BYD's storage capacity, promoting further growth [10][14]. Group 4: Industry Impact - The introduction of BYD's megawatt flash charging technology is anticipated to trigger a chain reaction in the industry, encouraging other companies to accelerate the installation of similar charging systems [10][17]. - The shift towards storage-enabled charging stations is expected to alleviate grid pressure and meet high-power charging demands, potentially transforming the electric vehicle charging landscape into a mainstream trend [18][21]. Group 5: Market Outlook - The barriers to the commercial development of storage charging have been addressed, paving the way for a new era in the industry, with BYD's initiatives likely marking 2024 as the true beginning of the "storage charging" era [19][22].

比亚迪公关处总经理李云飞在中国电动汽车百人会论坛上呼吁技术要创新，营销要守正。他说，首先，汽车行业应该为消费者负 责，要拒绝夸大式宣传。第二，建议以量产为准，拒绝透支性营销。第三，要比技术、拼产品，而不是搞各种拉踩，甚至说话的时 候阴阳怪气。 库克宣布苹果向地震灾区捐款 苹果公司首席执行官蒂姆・库克宣布，苹果公司将向缅甸和泰国地震灾区捐赠一笔未公开金额的款项，以支持当地的救援工作。库 克在社交媒体上发文表示："我们的心与缅甸和泰国所有受这场毁灭性地震影响的人们同在。" 马斯克称全球低生育率让自己夜不能寐 马斯克在接受福克斯新闻专访时表示，全球低生育率令他担忧。主持人问："让你夜不能寐的最大事情是什么？"马斯克回答说："我 担心的事情有很多，很多事对人们来说非常深奥，你知道，几乎每个国家的生育率都很低，除非这种情况改变，否则（人类）文明 将会消失。" 曝特斯拉ModelY产线暂时停工 博主"胖虎Shawn"在微博发文，声称"Model Y 产线这两天停工了，预计下个月 7 号再开工"，但没有透露具体原因。相应博主评论区 有不少用户猜测认为原因是"订单不足"或"为新的三元锂电池做准备"，而博主本人并未对此进一步讨 ...

中国经济网3月31日讯(记者 姜智文)"未来中阶智驾一定不是汽车的灵魂，而是标配，就像今天的安全 带、安全气囊一样。一旦成为标配后，主机厂没必要花费巨大的人力物力财力进行全栈自研，应该交给 供应商去做，座舱才是车企差异化竞争的主战场。"博世智能驾控系统中国区总裁吴永桥，在中国电动 汽车百人会论坛(2025)智能汽车创新技术与产业分论坛上表示。 据吴永桥介绍，今年2月，比亚迪发布了天神之眼标配中阶智驾，算力达到80—150TOPS，拥有高速领 航、城市记忆行车、全自动泊车等功能，并在8万—15万元标配此技术。 "在三年之内，8万—15万元车辆将标配80—150TOPS的中阶智驾，主机厂一定会放弃全栈自研。"吴永 桥预测，三年之后，高阶智驾逐步普及，在15万元以上车型中标配全领域领航，包括高速、城区、全自 动泊车等，以中国汽车"卷"的速度一定会快速实现。 吴永桥指出，中阶智驾的数据闭环和工具链，每年需要投入几个亿甚至数十亿，博世去年在智驾领域投 入接近20亿。中阶智驾成为标配后，以博世、元戎启行、华为和momenta为代表的Tier1供应商可以支持 七八个客户，几十款车型，甚至50—100个车型；主机厂投入100 ...

Group 1 - NIO's founder Li Bin responded to concerns about the company's spending, stating that approximately 60 billion yuan has been invested in R&D, management, and battery swap networks [5][6] - In 2024, NIO's total R&D investment is projected to be 13.037 billion yuan, with Q4 investment at 3.64 billion yuan, aimed at enhancing user experience and product competitiveness [5] - NIO delivered 221,970 vehicles in 2024, a year-on-year increase of 38.7%, with revenue reaching 65.73 billion yuan, up 18.2% [6] Group 2 - Zhu Xiaohu announced his exit from the humanoid robot project due to unclear commercialization, having previously exited two notable humanoid robot companies [8][9] - The CEO of Zhongqing Robotics criticized Zhu for his short-term investment approach, suggesting that the humanoid robot sector will eventually yield significant companies [9] Group 3 - Taobao Buy Vegetables is transitioning from community group buying to a home delivery model, ceasing local supply chain operations [12] - The new model will focus on direct shipping from farms, with operations managed by Shanghai Caicai Supermarket Co., Ltd., which is fully owned by Alibaba [12] Group 4 - Midea Group has completely divested its holdings in Xiaomi stocks, cashing out nearly 2 billion yuan, with a total revenue of 407.1 billion yuan in 2024, a 9.43% increase [13] - Midea's net profit for 2024 reached 38.5 billion yuan, up 14.28%, with operating cash flow increasing by 4.51% to 60.5 billion yuan [13] Group 5 - TSMC's former executive Jiang Shangyi criticized Intel, suggesting it has become a "nobody" in the chip industry and should merge with a mature chip technology company [15][16] - Jiang emphasized that Intel should focus on mature manufacturing processes rather than competing with TSMC in advanced nodes [16] Group 6 - Douyin's president revealed the platform's recommendation algorithm, which now relies on predicting user behavior probabilities rather than content tagging [17] - The algorithm uses neural network calculations to forecast user interactions, marking a significant shift in recommendation technology [17] Group 7 - Audi plans to integrate Huawei's intelligent driving system into its new models, including the Q5L and A5L, set to launch in 2025 [19] - The new models will feature advanced sensor technology and support for continuous upgrades via OTA [19] Group 8 - Manus AI is negotiating a new funding round with a valuation of at least 5 billion USD, reflecting a fivefold increase [20] - The company has seen significant interest from U.S. investors despite challenges faced by Chinese AI products in the U.S. market [20] Group 9 - BYD's public relations manager emphasized the importance of responsible marketing and innovation in the automotive industry, rejecting exaggerated claims and competitive undermining [21][22] - The company aims to maintain a clear and honest communication strategy while addressing market challenges [22] Group 10 - TikTok's U.S. e-commerce team is facing pressure from Chinese executives due to underperformance, leading to significant personnel adjustments [31][32] - The company has set ambitious growth targets for its U.S. e-commerce operations, aiming for nearly 200% growth this year [31]