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8GWh!LG拿下奇瑞46系大圆柱电池订单!
鑫椤锂电· 2025-06-16 08:52
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 本文来源:IT之家 6月16日消息,据韩联社报道, 韩国电池制造商LG新能源宣布,已与中国整车厂商奇瑞汽车签署了一项为期6年的 46系大圆柱电池供货协议。 这是韩国电池厂商首次与中国整车厂商签署圆柱电池供应合同。 根据协议,LG新能源将向奇瑞汽车供应46系大圆柱电池,订单规模达到8吉瓦时(GWh),可满足约12万辆电动汽 车的装载需求。尽管合同金额尚未公开, 但据行业专家推测,该合同金额可能超过1万亿韩元(现汇率约合52.52亿 元人民币)。 46系大圆柱电池容量和功率是现有圆柱电池的5倍以上,能够显著提高电动汽车的续航里程和整体性能。LG新能源 计划于明年初开始向奇瑞汽车供应该型号电池,其将搭载于奇瑞汽车的主力车型。此外,双方还计划进一步扩大合作 范围,将46系电池的供应扩展至奇瑞汽车旗下的其他电动汽车车型。 LG新能源方面表示,此次与奇瑞汽车的合作不仅是公司拓展46系电池市场的契机,也是其在全球电池市场竞争中抢 占制高点的重要一步。 END 2025(第三届)中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 ...
摩根士丹利:印度-积极的政策势头强化了我们的建设性观点
摩根· 2025-06-16 03:16
亚洲经济研究 | Asia Pacific M Idea 观点:印度⸺积极的政策势 头强化了我们的建设性观点 近期决策层在减少收益性支出、加快资本性支出、改善营商 环境、吸引制造业投资等方面的政策努力令人鼓舞。这支撑 了投资的增长,并抑制了宏观稳定性风险,强化了我们长期 坚持的建设性观点。 June 13, 2025 02:03 AM GMT Morgan Stanley Asia Limited+ Chetan Ahya 亚洲首席经济学家 Chetan.Ahya@morganstanley.com +852 2239-7812 Morgan Stanley Asia (Singapore) Pte.+ 甘永康 亚洲经济学家 Derrick.Kam@morganstanley.com +65 6834-8272 Morgan Stanley Asia Limited+ 张乐然 经济学家 Jonathan.Cheung@morganstanley.com 王奕丹 经济学家 Kelly.Wang@morganstanley.com +852 3963-0891 要点 在本报告中,我们重点介绍了最近的关键政策进展, ...
5月中国手游出海收入榜出炉!《Gossip Harbor》首次夺得亚军
智通财经网· 2025-06-16 03:02
智通财经APP获悉,Sensor Tower商店情报平台最新数据显示,柠檬微趣旗下以剧情为驱动的女性向合成手游《Gossip Harbor》(中文名《浪漫餐厅》)展现 出强劲的增长势头。5月,随着全新剧情的上线,以及"The Lost City of Heron Keys"、"Joyful Moments"等限时活动的推出,游戏海外收入环比增长8%,同 比大涨254%,首次攀升至出海手游收入榜第2名,进一步稳固其在合成手游赛道的冠军地位,表现出极高的用户留存能力和持续增长动能。 | | | 手游及发行商 | | | --- | --- | --- | --- | | 1 | Whiteout Survival | 16 | Archero 2 | | | 点点互动 | | 海彼 | | 2 | Gossip Harbor: Merge & Story | | Last Z: Survival Shooter | | | 柠檬微趣 | 17 | Florere Game | | 3 | PUBG MOBILE 腾讯 | 18 | 万国觉醒 莉莉丝游戏 | | 4 | 使命召唤手游 | | 荒野行动 | | | ...
“X环”,二游的命名新潮流
Sou Hu Cai Jing· 2025-06-15 14:34
最近的话二次元手游市场掀起了一股"X环"命名的热潮,是出现了一大批还没上线是异环,火环,虚环,归环的"X环"游戏,在讨论这些游戏的命名原理之 前,二游的游戏命名其实挺有意思的。 以前的国产二游就是战舰少女,少女前线,少女咖啡枪,非常明确的美少女主题潮流,还有各种"xx学园"的日系风格,而近几年的深空之眼,白夜极光,尘 白禁区,白荆回廊,望月,不能说没有主题,但后续游戏文案基本都要求一些世界观塑造,比如金币,钻石,点券,大家基本都发明了各自一套专有名词, 导致游戏命名也都有点花里胡哨。 在二次元游戏圈,"谜语人式"命名往往被等同于高级审美,像简单一点的叫"白银之城",还被不少玩家吐槽名字土,虽然人家工作室就叫silver studio,白银 之城也是西幻常见元素,不过乐元素也正常,以前的确没什么二游基因,换其他厂商可能会叫拉比林斯提升逼格了。 不过看起来很厉害但意义不明在二游市场还是蛮吃香的,类似"战双帕弥什",一群玩家都不知道战双是什么意思,叫个全名还经常说成"战双帕米尔",甚 至"鸣潮"这名字到现在都有点意义不明,虽然贴吧盛行朝代风水论。 而几个"X环"游戏,也基本都有自己的命名含义。可能真是埃尔登法环带的 ...
无AI不旗舰?手机厂商AI功能聚焦精准应用
Huan Qiu Wang Zi Xun· 2025-06-13 10:03
来源:中国新闻网 中新网北京6月13日电(记者 吴涛)各类AI应用正在手机上迅速落地。记者注意到,已有一大批AI应用崭 露头角,出现在新推出的旗舰机型上。 在近日发布的华为旗舰机型Pura 80系列中,就增加了AI辅助构图、AI防窥保护等。以AI辅助构图为 例,据介绍,打开镜头后,便可智能推荐取景范围,自动切换拍摄焦段,让拍照"小白"秒变摄影师。 目前国内手机市场保持稳定增长。中国信通院数据显示,2025年4月,国内市场手机出货量2503.8万 部,同比增长4.0%;2025年1-4月,国内市场手机出货量9470.8万部,同比增长3.5%。 Canalys近日发布报告称,2025年芯片厂商发布的新款次旗舰SoC已经具备了流畅运行端侧大模型的能 力,Deepseek的出现也在很大程度上降低了大模型对于芯片算力的开销,在这两大因素的共同作用下, 2025年至2026年AI手机预计会保持高速渗透的趋势。(完) 纵观2025年手机市场,手机的AI竞赛更聚焦具体场景、解决用户真实痛点,而这些AI应用未来或将不 再是旗舰机型的专属。全球科技市场独立分析机构Canalys预计,2025年AI手机渗透率将达到34%,端 侧模 ...
晚点独家丨智界、尚界将设独立销售渠道,正筛选经销商资质
晚点LatePost· 2025-06-13 07:11
Core Viewpoint - Huawei is restructuring its automotive sales channels by establishing independent sales networks for its various brands, including Zhijie, Shangjie, and Xiangjie, to enhance brand identity and user engagement [4][10]. Group 1: Sales Channel Development - Huawei is expanding its automotive sales channels by creating dedicated networks for its brands, with a focus on rapid entry and simplified dealership requirements [6][9]. - The new sales channels will include user centers that provide comprehensive services, including sales, delivery, and after-sales support, similar to traditional 4S dealerships [7][8]. - As of November last year, Huawei had established over 990 experience centers and 330 user centers across the country, with plans to add more dedicated user centers for specific brands [9]. Group 2: Brand Positioning and Market Strategy - The shift to independent sales networks allows each brand to develop a distinct identity and target specific user demographics through tailored marketing strategies [9][10]. - The introduction of the "Fifth Realm" Shangjie brand is part of Huawei's strategy to diversify its offerings and enhance its market presence [9]. - Huawei's approach is evolving from a dominant role to a more collaborative model with partners, focusing on technology empowerment and strategic guidance [12]. Group 3: Challenges and Adjustments - The launch of the Zhijie S7 faced delays due to production and supply chain issues, highlighting the complexities of scaling operations with larger manufacturers [10][11]. - Sales for the Xiangjie S9 have fluctuated significantly, indicating challenges in meeting initial development costs and market demand [11]. - Huawei is adjusting its revenue-sharing models with partners based on performance and market conditions, reflecting a dynamic approach to collaboration [11].
一加圈层变阵,用「游戏牌 」征服「性能党 」
雷峰网· 2025-06-13 00:43
" 和年轻人 「 共创 」 ,一加卷的不止是性能。 " 作者丨 雪银 编辑丨 相辉 "最出乎意料的是,有的学生用户会用一加手机打8个小时的游戏,我们突然意识到,年轻人需要的不是只 能高性能输出半小时的手机,而是能扛住五六个小时激战的'性能猛兽'。"谭皓在回答雷峰网提问时难掩激 动。 6月9日,一加中国区品牌总经理刘宝有和 OPPO 游戏中心负责人谭皓在成都里堂茶巷与媒体分享时表 示:一加员工每到一个城市都会和当地的大学生"混"在一起,以此精准捕捉当代年轻人的真实需求与偏 好。 2023年,一加全面回归年轻市场。为了在年轻群体中刷"存在感",一加下足了"苦功"。去年,一加正式 切入游戏赛道,凭借"性能"优势与"圈层"营销,成功圈粉了一批年轻的"游戏党"。 在前不久于成都收官的首届"一加杯"和平精英高校赛总决赛中,一加与年轻人交朋友的决心得到进一步印 证。一加与高校创新推出了"荣誉奖励、职业成长、社会实践"的一站式激励体系——参赛选手不仅能获 得"加学分""进大厂"等福利,总决赛中的优秀选手还可获得 PEL 青训试训资格与一加实习机会,一加与 大学生之间的链接更加紧密。 此外,一加的线下运营同样亮眼:一加每月会在 ...
一加圈层变阵,用「游戏牌 」征服「性能党 」
雷峰网· 2025-06-13 00:40
6月9日,一加中国区品牌总经理刘宝有和 OPPO 游戏中心负责人谭皓在成都里堂茶巷与媒体分享时表 示:一加员工每到一个城市都会和当地的大学生"混"在一起,以此精准捕捉当代年轻人的真实需求与偏 好。 " 和年轻人 「 共创 」 ,一加卷的不止是性能。 " 作者丨 雪银 编辑丨 相辉 "最出乎意料的是,有的学生用户会用一加手机打8个小时的游戏,我们突然意识到,年轻人需要的不是只 能高性能输出半小时的手机,而是能扛住五六个小时激战的'性能猛兽'。"谭皓在回答雷峰网提问时难掩激 动。 2023年,一加全面回归年轻市场。为了在年轻群体中刷"存在感",一加下足了"苦功"。去年,一加正式 切入游戏赛道,凭借"性能"优势与"圈层"营销,成功圈粉了一批年轻的"游戏党"。 在前不久于成都收官的首届"一加杯"和平精英高校赛总决赛中,一加与年轻人交朋友的决心得到进一步印 证。一加与高校创新推出了"荣誉奖励、职业成长、社会实践"的一站式激励体系——参赛选手不仅能获 得"加学分""进大厂"等福利,总决赛中的优秀选手还可获得 PEL 青训试训资格与一加实习机会,一加与 大学生之间的链接更加紧密。 此外,一加的线下运营同样亮眼:一加每月会在 ...
Zedge(ZDGE) - 2025 Q3 - Earnings Call Transcript
2025-06-12 21:30
Financial Data and Key Metrics Changes - Total revenue returned to growth in Q3, up 1.3% to $7,800,000, despite challenges in the advertising market [14][15] - Adjusted EBITDA increased 46% year over year to $1,200,000, with GAAP net income of $200,000 compared to a loss of $100,000 last year [17][18] - Free cash flow was $800,000 for the quarter, impacted by restructuring and retention bonus payments totaling approximately $1,000,000 [6][17] Business Line Data and Key Metrics Changes - Zedge Plus subscriber base grew to nearly 900,000, a 37% year over year increase, with subscription revenue up 13% [7][14] - Deferred revenue reached $4,900,000, growing by 111% over the past seven quarters, indicating a strong recurring revenue stream [14][15] - Zedge Premium revenue more than doubled, driven by expanded offerings and increased usage of the paint.ai image generator [7][15] Market Data and Key Metrics Changes - Monthly active users (MAU) declined year over year, but the focus has shifted to attracting higher lifetime value (LTV) users in developed markets [8][30] - Average revenue per monthly active user increased by 33% year over year, reflecting improved monetization strategies [8][15] Company Strategy and Development Direction - The company is focusing on AI innovation, creator community empowerment, and B2B expansion through initiatives like dataseeds.ai, a B2B content marketplace [10][13] - Plans to roll out an AI audio generator as part of the Paint GenAI creation suite, enhancing user-generated content capabilities [11][40] - The company aims to stabilize and grow its user base by prioritizing high-value users in well-developed markets [30][31] Management's Comments on Operating Environment and Future Outlook - Management noted the resilience of the business despite macroeconomic volatility and challenges in the advertising market [5][6] - The restructuring efforts are expected to yield significant cash flow improvements in the upcoming quarters, with a focus on sustaining growth and higher margins [18][46] - Management expressed confidence in the performance marketing efforts and product roadmap to achieve growth targets [9][13] Other Important Information - The company ended the quarter with $20,400,000 in cash and no debt, even after share repurchases [6][18] - The introduction of new features like digital stickers and the Mojipedia sandbox is aimed at enhancing user engagement [11][32] Q&A Session Summary Question: How would you rank the different pieces of advertising revenue? - Management indicated that advertising is a comprehensive effort, making it difficult to rank specific components [20][21] Question: How long was TikTok back in the market during the quarter? - Management clarified that TikTok returned mid-February, impacting advertising revenue for part of the quarter [22][23] Question: Should we expect monthly active users to continue declining? - Management is focused on stabilizing MAU by prioritizing high-value users in developed markets [30][31] Question: Can you comment on the new features in Mojipedia? - Management mentioned testing new features like creating emojis with AI and the upcoming release of digital stickers [32][33] Question: How is Zedge Premium performing? - Management noted that Zedge Premium continues to be a core part of the marketplace, with new artist onboarding and web availability driving growth [34][35] Question: What is the rollout plan for dataseeds.ai? - Management is actively building relationships with prospective customers and has published a research paper to demonstrate the advantages of their dataset [36][37] Question: What will the AI audio generator look like? - Management plans to roll out the AI audio generator on a limited basis before June, allowing users to create custom ringtones [40][41]
Top Founder-Run Company Stocks That Are Safe Long-Term Plays
ZACKS· 2025-06-12 19:06
Founder-Run Companies Overview - Founder-run companies constitute less than 5% of the S&P 500 index but account for nearly 15% of the total index's market capitalization, highlighting their significant impact on the market [2] - Notable founder-led companies include NVIDIA, Amazon, Meta, Berkshire Hathaway, and Netflix, which have redefined industries and created trillion-dollar enterprises [2] Characteristics of Founder-Run Companies - These companies are often born from unique ideas and technological innovations, allowing them to navigate challenges and maintain long-term sustainability [3] - Founders typically invest personal wealth into their ventures initially, facing difficulties in securing external funding [4] Challenges Faced by Founders - Founder-owners often struggle to delegate responsibilities due to skepticism about others' commitment, which can hinder the company's growth and adaptability [5] - The reluctance to delegate can limit the infusion of professional expertise, impacting the company's ability to scale effectively [5] Performance of Founder-Led Companies - Founder-led companies have shown superior performance, with a Harvard Business Review study indicating a market-adjusted return of 12% over three years, compared to a negative 26% for companies with professional CEOs [6] Investment Opportunities in Founder-Run Companies - Current appealing stocks include Netflix, AppLovin, and Dell Technologies, which are identified as high-potential investments [6] Company Profiles Netflix - Netflix, co-founded by Reed Hastings and Marc Randolph, has a market capitalization of $387.7 billion and has evolved from a DVD rental service to a leading streaming provider [8] - The company is focusing on expanding its original content portfolio and international growth, with projected revenues between $43.5 billion and $44.5 billion for 2025 [11] AppLovin - AppLovin, co-founded by Adam Foroughi, has a market capitalization of $129.7 billion and leads in mobile advertising through its AI engine, Axon 2 [12] - The company is transitioning to a software-centric model, enhancing profitability and returns on invested capital [14] Dell Technologies - Dell Technologies, founded by Michael Dell, has a market capitalization of $75.5 billion and is a major player in servers, storage, and PCs [15] - The company is expected to benefit from recovering demand driven by the PC-refresh cycle and strong interest in AI servers, with projected revenues for the first quarter of fiscal 2026 between $22.5 billion and $23.5 billion [18]