莫迪最近这话，把国际政坛的下巴都惊掉了——美国给印度加多少关税都行，但必须比中国低10到20个百分点！这哪是国家谈判？活脱脱菜市场砍价："老 板，不管隔壁老中买啥价，我就比他少两成！" 见过跪舔的，没见过这么上赶着打折甩卖国家利益的。合着印度的经济主权是超市临期品？今天给美国打八 折，明天是不是得给欧洲买一送一？ 先不说这操作丢不丢人，咱得掰扯掰扯：这"关税打折换投资"的买卖，印度真能赚到？ 一、喊了十年"印度制造"，结果制造业跌成"印度不制造" 莫迪2014年上台时，拍着胸脯喊"印度制造"，目标是让制造业占GDP比重提到25%。结果呢？2025年最新数据，这数儿不仅没涨，反倒从18.3%跌到14.7%。 十年功夫，制造业不增反降3.6个百分点，这哪是"印度制造"？分明是"印度不制造"！ 更扎心的是，连越南都骑到头上了。2024年越南制造业占GDP比重15.2%，比印度还高0.5个百分点；手机出口量更狠，直接把印度"世界第二大手机制造 国"的帽子抢了去。要知道，印度人口是越南的8倍，市场比越南大得多，结果制造业被越南按在地上摩擦，莫迪晚上睡得着觉？ 为啥跌这么惨？看看外资的遭遇就懂了。 富士康当年多豪气？20 ...

近日，充电桩头部企业星星充电发布了最新科技成果——"三网融合平台"及"太乙交易系统"，成为能源优 化调度的标杆案例，引发行业广泛关注。 风口财经注意到，相较于经营业务端的高歌猛进，星星充电在资本市场的表现却略显缓慢。2024年10月31 日，证监会官网披露，其母公司万帮数字能源股份有限公司（简称"万帮能源"）进行上市辅导备案，拟在 A股上市，如今已过去8个多月，万邦能源IPO一直没有更新消息。 根据中国证监会《首次公开发行股票并上市辅导监管规定》，辅导期原则上不少于3个月。常规来讲，如 果企业基础良好，A股上市辅导通常为3-6个月，若企业财务规范和业务等方面需要整改，辅导期将会延 长。 万帮能源成立于2014年，是行业中的早期参与者，2017年完成股改，主营业务是电动汽车充电桩的研发制 造与运营，光伏系统集成，储能系统研发制造，车网互动技术研发与应用，综合能源管理以及绿色电力交 易。旗下除了核心品牌星星充电，还有美丽充、星星能源、国创能源、碳迹等品牌。 胡润研究院发布的《2024全球独角兽榜》显示，星星充电估值180亿元，排名全球第422位。中国汽车动力 电池产业创新联盟2025年5月发布数据显示，全国充电运 ...

" 几乎全球所有公司都无法再忽视AI。" 文 ｜ 陈曦 图片来源 ｜ 企业供图 今年初，小鹏汽车CEO何小鹏在内部做了一次复盘，他指出，所有部门都要拥抱AI。 去年11月新车P7+上市时，小鹏首次提出了"AI汽车"概念。但有员工表示，何小鹏对AI的关注不限于汽车产品、辅助驾驶大模型等，他还研究，内部30多个 一级中心部门哪些部门拥抱了AI，员工通过AI学习了多少知识。 "AI能让一个更大、更强的企业在群体效率、群体复利上变得更强大。"何小鹏近日在飞书未来无限大会上谈及组织能力时强调了AI的作用。他希望，在全球 2万多员工的治理中，发挥出AI的价值。 当下，中国汽车竞争白热化。小米YU7上市一小时获得28.9万大定，高强度爆单、品牌巨浪席卷，中国车企们不得不深思，如何快速奔跑，才能赢下更多生 机。 而过去两年经历了产品配置争议、组织变革、逐渐走出阴霾后，小鹏汽车掌门人已经意识到：新势力成长的十年中，过往依靠单一爆品和局部优势打法获得 的胜利，无法持久。更多爆品、更强的企业抗风险能力，来源于不断进化的组织管理。他认为，把"科技—群体—复利效应"做好，企业更容易成功。 何小鹏此前多次公开表示，AI汽车时代已经到来。 ...

Group 1 - The report highlights a steady increase in domestic electrification rates and a strong recovery in European sales, with global sales expected to grow by 21% in 2025 and maintain over 15% growth in 2026 [2][3] - In 2025, domestic electric vehicle sales are projected to reach 5.61 million units, a year-on-year increase of 44%, with an annual growth forecast of 25% [2][5] - The report anticipates a robust demand for lithium batteries, with a revised growth estimate of over 30% in 2025 and nearly 20% in 2026, driven by strong energy storage policies and market dynamics [2][3] Group 2 - The report indicates that the profitability of the industry has begun to recover slightly, with leading companies starting to expand production in an orderly manner, while smaller firms continue to exit the market [2][3] - The report notes a significant disparity in profitability across different segments of the supply chain, with leading battery manufacturers maintaining high profit levels compared to second-tier manufacturers [2][3] - The solid-state battery technology is highlighted as a key area of focus, with advancements expected in sulfide-based materials and core equipment, indicating a rapid acceleration in industrialization [2][3] Group 3 - Investment recommendations emphasize focusing on leading lithium battery companies and those accelerating the industrialization of solid-state technologies, with specific companies identified for potential investment [2][3] - The report suggests that the lithium carbonate price has reached a bottom, making it favorable to invest in companies with quality resources [2][3] - The report identifies several companies in the solid-state battery sector that are expected to benefit from technological advancements and market demand [2][3]

Group 1 - The article discusses India's dependency on China for critical resources, particularly in the context of Prime Minister Modi's statements at the BRICS summit, highlighting the contradiction between India's desire for self-sufficiency and its reliance on Chinese supply chains [1][10] - India ranks third globally in rare earth reserves, with over 9 million tons, but lacks the infrastructure to extract and process these resources, making it reliant on China for processing capabilities [6][8] - The demand for rare earth materials, especially in the electric vehicle sector, is increasing significantly, yet India continues to depend on China for refined materials, creating a diplomatic tension between the two nations [10][12] Group 2 - Modi's diplomatic approach is characterized by a desire for cooperation while maintaining a tough public stance, reflecting India's cultural emphasis on national pride and self-respect [12][15] - The article suggests that India is attempting to leverage multilateral platforms like BRICS to exert pressure on China rather than engaging in direct negotiations, which may not be an effective strategy [12][15] - The need for India to balance its aspirations of becoming a major power with the reality of its industrial dependencies on China is emphasized, indicating that true independence in industry cannot be achieved without cooperation from China [13][15]

Group 1 - The Tianzhou-9 cargo spacecraft and Long March 7 Yao-10 rocket have been transported to the launch area, with plans for a launch in the near future [1] - A new type of quantum entangled light source has been developed by a research team from Sun Yat-sen University, achieving a fidelity of 99.4% in a novel micro-nano quantum entangled light source [2] - The establishment of the Rulai Intelligent Robot R&D headquarters in Wuxi High-tech Zone marks a significant achievement in the region's intelligent manufacturing sector, with a total investment exceeding 1 billion yuan and a planned construction area of 55,000 square meters [2] Group 2 - VinFast, a Vietnamese electric vehicle manufacturer, has signed a strategic cooperation agreement with BatX Energies to develop a high-voltage battery recycling and reuse project, which is a key part of VinFast's localization supply chain strategy in India [2]

央视网消息：我国是电动自行车生产、消费大国，电动自行车社会保有量超3.5亿辆，电动自行车已经成为人们日常出行的重要交通工具。然而高速发展的 同时，电动自行车也多次引发火灾事故。据国家消防救援局通报，电动自行车引发的火灾2021年是1.8万起，2023年就迅速增加到2.5万起。电动自行车引发 的火灾急剧增加，暴露出电动自行车在生产、销售、使用、停放、充电、管理等全链条存在的不足。 对此，2024年4月，国务院部署开展电动自行车安全隐患全链条整治行动。一年以来，各地的全链条整治行动是如何在全链条的各个环节发现并破解电动自 行车安全的难点问题呢？《新闻调查》在北京展开调查。 中国电子技术标准化研究院安全技术研究中心副主任 何鹏林：目前我们的锂电池，它的电解液一般是可燃的有机物组成的。这些可燃的有机物，它在过 充、高温下容易分解、析出氢气、一氧化碳、甲烷等气体。这些气体是可燃的，遇到空气中的氧气可能会发生燃烧或者爆炸。对于质量比较好的锂电池，会 采取各种方式或措施来避免锂电池电解液分解出这些气体。对于像高镍的三元锂电池，它不仅会分解出这种可燃性气体，还会分解出氧气，不需要接触外界 空气中的氧气就可能发生爆炸。除了锂电 ...

Core Viewpoint - Linda Yaccarino has stepped down as CEO of social media platform X, marking another departure from Elon Musk's business empire amid increasing chaos in his personal and professional life [1][2]. Group 1: Leadership Changes - Yaccarino joined X in June 2023 and had a background in media and advertising, previously working at NBC and Turner Broadcasting [2]. - The reasons for Yaccarino's departure remain unclear, but the platform has faced significant challenges since Musk took over in 2022, including a loss of users to competitors like Bluesky [3]. - Other recent high-profile departures from Musk's companies include: - Omead Afshar, former North America and Europe sales head at Tesla [4]. - Jenna Ferrua, former HR director at Tesla, who left after seven years [5]. - Milan Kovac, former head of the Optimus robot team at Tesla, who spent nine years at the company [6]. - Vineet Mehta, former battery architecture head at Tesla, who left after 18 years [7]. - Mark Westfall, former mechanical engineering head in Tesla's energy division, who worked there for ten years [9]. - Brett Weitz, former global content, talent, and brand sales head at X, who described his time at the company as memorable [10]. Group 2: Impact of Departures - The departures of these executives highlight a trend of instability within Musk's companies, which may affect their operational efficiency and strategic direction [3][4][5]. - The loss of experienced leaders could hinder the companies' ability to innovate and compete effectively in their respective markets [3][6][7].

2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 会议同期，起点研究院SPIR正式发布 2025中国两轮车共享换电电池TOP排行榜及行业白皮书，具体内容如下： 1-1、电动两轮车行业发展 2020-2026年中国电动两轮车出货量及预测 2021-2026年中国锂电电动两轮车出货量及预测 中国锂申库出货量 中国锂申申白出台量（万辆） 中国电动两轮车出货量(万辆) 一 锂田申动两轮车 =同比描述 H台最合计(万辆) 15.0% 670 5800 700 10.0% 600 540 462 5.0% 500 436 400 0.0% 4960 300 500 200 85 80 9.8% 70 10.09 100 15.09 2022 2023 2025F 2026P 2021 2024 202 202 2023 2024 2025B 2026 备注:1、以上数据含中国企业出口海外数据:2、电摩数据含电轻摩:3、电自含出口海外E-bike ...

来源：央视新闻微信公众号 工业和信息化部等五部门组织修订的强制性国家标准《电动自行车安全技术规范》已于2024年12月31日 正式发布，将于今年9月1日起实施。"新国标"继续沿用了2018年提出的电动自行车设计速度，最高 25km/h的规定。 然而新规实施在即，电动自行车的非法改装却并未销声匿迹，有些地方甚至形成了改装"一条街"甚至改 装"产业园"，号称"电动自行车的车牌，电动摩托车的速度"，可将规定的电动自行车最高时速25公里改 到80公里，续航里程提升至200公里。 这究竟是一条怎样的产业链？电动自行车改装问题该如何解决？ 商家号称改装后的电动自行车 "速度直上80+！" 在短视频平台上，搜索"电动车+控制器""电动车+电机"，会出现大量相关推广链接和直播销售渠道。 "有推背感，想要起步冲，全部都能给你整，速度直上80+！"有商家称，买他们的产品，自己操作就能 把电动自行车的速度改到75公里/小时左右。还有的商家称，除了车牌是电动自行车的，其他都是摩托 车配件。 一些电动自行车销售门店做起了销售、改装一条龙的生意。"想提升动力，推荐这款控制器，原车线路 无损，直接插上去就可以了，非常简单，最大时速可以达到 ...