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【快讯】每日快讯(2025年5月12日)
乘联分会· 2025-05-12 08:34
点 击 蓝 字 关 注 我 们 国外新闻 商用车 国内新闻 1 生态环境部推动落实机动车环境监管工作 1.生态环境部推动落实机动车环境监管工作 2.1-3月出口到"一带一路"沿线国家汽车商品金额同比增11.7% 3.极氪开启渠道变革 引入代理制模式 4.一汽奔腾启动新一轮增资 全速迈进智电转型"新征程 5.蔚来汽车里程碑时刻 蔚来第70万台车交付 6.岚图首发阿联酋 宣布岚图梦想家正式进入中东市场 7. 比亚迪官宣进入罗马尼亚市场 8.英伟达已通知中国客户 计划推出降级版H20芯片 1.土耳其4月汽车出口额突破31亿美元 2.现代汽车简化并改进其新型电动汽车充电方式 3.西班牙制造商Baltasar发布纯电赛道猛兽 4.慕尼黑工业大学研发新型固态电池材料 1. 亿纬锂能发布8款商用车电池产品 2. 速豹科技加速布局新能源重卡市场 3. 福田图雅诺携手宁德时代首发新国标新能源物流车 4. 续航突破500公里 金龙氢能重卡亮相厦门 本文全文共 4256 字,阅读全文约需 14 分钟 目录 国内新闻 时间:2025.5.9 来源:财经网 作者: 彭鑫 5月8日,生态环境部会同最高法、最高检、国家发展改革委、公安部、 ...
首批亮相!银行间市场科技创新债券上线,50只近400亿元新债在路上
Di Yi Cai Jing· 2025-05-10 05:37
Core Viewpoint - The launch of the Technology Innovation Bonds in China's interbank market has received a positive response, with significant participation from various technology companies and investment institutions, indicating a strong demand for innovative financing solutions in the tech sector [1][3]. Group 1: Market Response and Participation - The Technology Innovation Bonds were officially launched on May 9, with 36 companies announcing a total issuance of 21 billion yuan, and 14 companies registering for an additional 18 billion yuan [1][3]. - The event featured a centralized roadshow with participation from multiple technology firms and investment institutions, highlighting the collaborative effort to promote these bonds [1][3]. - The initial response from institutional investors has been enthusiastic, suggesting a robust market appetite for these bonds [1]. Group 2: Issuer Details - Among the first 50 issuers, 26 technology companies are expected to issue bonds totaling 23.5 billion yuan, while 24 investment institutions plan to issue bonds worth 15.5 billion yuan [3][4]. - Notable issuers include both private enterprises like Luxshare Precision and public companies such as BOE Technology Group, covering a wide range of sectors including artificial intelligence and biomedicine [4][5]. - The geographical distribution of issuers spans 13 provinces, indicating a nationwide interest in the bonds [4]. Group 3: Fund Utilization - The funds raised through these bonds are primarily aimed at enhancing liquidity, supporting R&D, and facilitating comprehensive operational development for the issuing companies [3][7]. - Investment institutions are expected to use the funds for equity investments in technology sectors, ensuring that at least 50% of the raised capital is directed towards technology-focused enterprises [7][8]. - The flexibility in fund usage is a key feature of the Technology Innovation Bonds, allowing issuers to address specific financial needs [6][7]. Group 4: Risk Mitigation and Support Mechanisms - The issuance of Technology Innovation Bonds is supported by various risk-sharing mechanisms, including credit enhancement tools provided by financial institutions [10][12]. - The central bank has introduced a risk-sharing tool to support long-term financing for equity investment institutions, enhancing the credibility and market acceptance of these bonds [13][14]. - The involvement of diverse underwriting teams and the introduction of innovative credit risk mitigation measures are expected to improve the attractiveness of these bonds to investors [10][12].
中国品牌日四川活动在成都举行 《四川品牌发展报告2025》发布
Si Chuan Ri Bao· 2025-05-10 02:04
Group 1 - The event "Charming Tianfu Brand Night" was held in Chengdu to kick off the China Brand Day activities in Sichuan, focusing on the theme "Charming Tianfu · Brand Power" [1] - The "Sichuan Brand Development Report 2025" was released, highlighting various aspects of brand development in Sichuan, including rooted industrial clusters and new brand initiatives [1] - Innovative products were showcased, including the world's first gallium nitride quantum light source chip and domestically developed amphibious drones [1] Group 2 - The provincial government is implementing innovative support measures for underdeveloped counties, featuring grassroots "brand officials" who shared stories to promote local brands [2] - A platform called "39 Market" was established to promote product brands from 39 underdeveloped counties, which will continue until May 11 [2]
美股前瞻 | 三大股指期货涨跌不一,特朗普称对华80%关税“似乎合理”
智通财经网· 2025-05-09 11:55
市场消息 特朗普称对华80%关税"似乎合理"。美国总统唐纳德·特朗普在即将于周六开始的中美谈判前,提出对中国征收80%的关税,并敦促北京进一步开放市场, 让美国产品更容易进入中国。"对中国征收80%关税,看起来很合适!由斯科特·B决定。"特朗普在周五早上的社交媒体帖子中写道,他提到的是财政部长斯 科特·贝森特(Scott Bessent)。在另一则帖子中,他还表示:"中国应该向美国开放市场——这对他们非常有利!!!封闭的市场已经行不通了!!!"贝森 特与美国贸易代表贾米森·格里尔(Jamieson Greer)将于本周末在瑞士与中国副总理何立峰举行会谈,这是世界两大经济体之间首次就缓解贸易战进行公开 磋商。 《纽约邮报》:美国考虑将对华关税大幅下调至50%,最早于下周生效。据《纽约邮报》周四援引匿名消息人士报道,在中美高层官员即将前往瑞士展开高 级别贸易谈判之际,特朗普政府正考虑将对中国进口商品征收的145%关税削减一半以上,最早将于下周生效。消息人士透露,美国官员正讨论一项提案, 将特朗普总统对中国商品征收的惩罚性关税降至50%至54%之间。消息人士评价这项关税调整计划称,"他们打算在谈判期间将对华关税降至 ...
科技创新债券最新进展 | 债券市场“科技板”扬帆起航 已有36家企业宣布发行科技创新债券
Zheng Quan Ri Bao· 2025-05-08 16:10
Core Viewpoint - The launch of technology innovation bonds by the China Interbank Market Dealers Association has generated significant market interest, with numerous institutions actively participating in the registration and issuance process [1][2]. Group 1: Technology Innovation Bonds Overview - As of May 8, 36 companies have announced the issuance of technology innovation bonds, with a total issuance scale of 21 billion yuan; 14 companies have registered with a total scale of 18 billion yuan [1]. - A total of 26 technology companies are involved in the registration and issuance of technology innovation bonds, with an expected overall scale of 23.5 billion yuan [2]. - The participating companies span various sectors, including artificial intelligence, chip manufacturing, high-end equipment manufacturing, and biomedicine, with funds raised aimed at enhancing operational capabilities and supporting innovation [2]. Group 2: Participation of Investment Institutions - 24 private equity investment institutions have participated in the registration and issuance of technology innovation bonds, with an expected total scale of nearly 15.5 billion yuan [3]. - Notable investment institutions such as Yuanhe Holdings and Lushin Chuangtou have announced issuance plans, with a projected scale of 6 billion yuan [3]. - The funds raised by these institutions are targeted for investment in technology innovation sectors, providing equity funding support to technology companies [3]. Group 3: Role of Financial Institutions - Several financial institutions are acting as lead underwriters, enhancing the support for the technology bond market [4]. - Agricultural Bank of China has tailored its bond products to meet the specific needs of technology companies, focusing on long-term funding for early-stage and small-scale investments [4]. - The issuance of technology innovation bonds is seen as a new financing avenue for technology companies, particularly in times when traditional financing channels are constrained [5]. Group 4: Future Outlook - The technology innovation bond market is expected to provide a new option for technology companies to access capital markets, stimulating diverse financial capital to discover value and allocate resources effectively [5][6]. - The China Interbank Market Dealers Association plans to continue promoting the issuance of more technology innovation bond projects, focusing on attracting financial resources to support the transformation of technological achievements [6].
复旦微电子亮相2025上海车展:以芯赋能智能汽车新未来
半导体芯闻· 2025-05-07 09:49
如果您希望可以时常见面,欢迎标星收藏哦~ 4月23日,第二十一届上海国际汽车工业展览会正式在国家会展中心(上海)举行,在今年的车展 现场,复旦微电子集团以一系列面向智能汽车的创新产品强势亮相,展示了其在车规级MCU、 NFC、SE加密芯片、存储器等领域的技术积累和市场野心。 在 交 流 中 , 复 旦 微 电 子 市 场 经 理 王 威 详 细 介 绍 了 复 旦 微 此 次 带 来 的 核 心 产 品 , 包 括 FM33 系 列 MCU、FM17661A NFC芯片以及多款车规级存储器产品,并分享了复旦微在车规芯片国产化和智 能化进程中的深度布局。 "今年我们在是Host Bridge产品线上,进行了全面的技术升级。"王威表示,"在FM33系列研发初 期,团队曾经连续几个月驻扎在合作车厂,跟工程师们一起调试,仅为了优化中控系统的响应速度 和稳定性。"那段时间特别艰苦,但也很有成就感。因为我们知道,哪怕快0.1秒的响应,都可能极 大提升用户体验。" 如果说MCU是汽车的"大脑",那么NFC读写器芯片,则是智能汽车生态中不可或缺的"感知触 角"。 复旦微此次重点展出的FM17661A NFC芯片,累计出货量已 ...
英伟达:即使经过大幅回调,也并非便宜货
美股研究社· 2025-05-06 11:59
长按即可参与 尽管英伟达(NASDAQ:NVDA)过去表现辉煌,但分析师还预测其每股收益增长率将会放缓。 英伟达股价仍高于行业平均水平。其高市盈率和企业价值/息税折旧摊销前利润比率对投资者构成 了严重风险。迄今为止,几乎没有什么变化。只有贸易紧张局势带来的风险大幅上升。 前段时间有消息称, 由于美国政府要求从美国向华出口芯片必须获得许可证,或将支付出口 H20 图形处理器 (GPU) 相关的 55 亿美元季度费用。 下面的图表是根据上面的表格制作的,显示英伟达的销售额一直在稳步增长。 在《纽约时报》 报道 特朗普政府正在采取措施打击 DeepSeek( 英伟达向其 供应芯片) 后, 英 伟达股价进一步下跌。 对英伟达和其他依赖大中华市场的高科技公司来说,向该市场运输 H20 图形处理器的 费用可能只是一个开始。 此外,特朗普的关税可能导致美国经济放缓。美联储主席鲍威尔也 表示 ,特朗普的关税可能对 美联储构成挑战。这是因为关税可能会在不久的将来推高通胀,同时导致美国经济放缓。正如鲍 威尔所说,特朗普的关税" 可能会让我们离目标更远 "。换句话说,美联储将陷入" 进退维谷 "的 境地,不知道是放松还是收紧货币政 ...
印度半导体,找上欧洲巨头
半导体芯闻· 2025-05-06 11:08
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:本文编译自eenewseurope ,谢谢 。 据《经济时报》报道,印度塔塔电子公司正在与恩智浦半导体洽谈成为这家荷兰芯片巨头的代工供 应商。 塔塔集团正在古吉拉特邦建设一座晶圆厂,并在阿萨姆邦建设一座封装厂,该项目在台湾PSMC的 支持下于2024年3月动工。芯片制造预计将于2026年开始。 位于古吉拉特邦多莱拉的晶圆厂主要生产电源管理IC、显示驱动器和微控制器(MCU)。据匿名 消息人士透露,恩智浦正在研究哪些产品可以落户这家印度晶圆厂。 推荐阅读 塔塔电子与恩智浦半导体之间的交易可能类似于塔塔已同意与ADI公司进行的合作。ADI公司已与 塔塔电子、塔塔汽车和Tejas Networks签署了一份谅解备忘录,以探索在印度发展半导体制造的机 会。 据此前报道,塔塔电子还计划在第一家工厂于 2026 年投产后再建造两家工厂。 这些交易体现了轻晶圆厂芯片公司日益增长的趋势,即针对不同地域市场进行本地制造。与此同 时,塔塔电子及其母公司——钢铁和软件业务集团塔塔集团——处于有利地位,有望从设备制造业 的外流中获益。 随着世界贸易紧张局势加剧,地缘政治不确定性也随之增 ...
48小时内,美国3次对华摊牌,逼中企摘牌退市,特朗普圈定新战场
Sou Hu Cai Jing· 2025-05-06 06:50
48小时内,美国三次向中国"摊牌",逼迫中企摘牌退市。 高科技脱钩和圈定新战场的种种操作背后,美国在下一盘什么棋?中国又会如何接招? 作者-甜 编辑-甜 美国证券交易委员会(SEC)突然对部分中资企业开刀,这次他们拿起"法律"工具,要求那些不符合所谓审计透明度要求的中资企业摘牌退市,情况相当严 峻,很多人第一反应是,这又是特朗普的手段,为了在全球范围内打压中国企业吧?但这更像一种金融战争的升级版策略。 美国资本市场是全球资金流动的心脏地带,众多中国企业通过赴美上市获得国际融资,这可不是简单的商业行为,而是中国企业参与全球化发展必经的重要 通道,然而,特朗普政府如今直接用退市限制来干扰这些企业的运作,这一招够狠,但仔细一想,这不过是他们打的心理战而已。 他们想用退市的威胁,给国际投资者和中国企业制造一种恐慌,你们的未来在美国没保障,这是一种彻彻底底的"降维打击",意在削弱中国企业在国际资本 市场的竞争力,但有意思的是中国企业真的怕吗?答案恐怕是未必,现在的全球资本市场远不止美国一家,中国还有香港。 还有欧洲、还有自己的资本市场平台,在这一点上,美国想封杀中国企业的梦想,恐怕没那么容易,而这连环摊牌的第二场,也是 ...
美股科技巨头财报缓解市场担忧 机构提示仍充满不确定性
Huan Qiu Wang· 2025-05-06 01:57
Group 1 - The overall performance of the technology sector has exceeded expectations, providing strong support for the stock market rebound during the earnings season [1][3] - The Mag7 companies (Apple, Microsoft, Amazon, Meta, Google, Tesla, and Nvidia) are projected to see a 21.6% increase in earnings and a 9.7% increase in revenue by 2025 [1] - Despite Apple's latest quarterly performance falling short of expectations, core business demands in electronic devices, cloud computing, software, and digital advertising remain strong, alleviating investor concerns about potential trade policy impacts [3] Group 2 - Among the Mag7 companies that have reported earnings, four companies' revenue forecasts are in line with or exceed Wall Street expectations [3] - Microsoft reported strong performance in its Azure cloud computing business, exceeding revenue forecasts for the quarter [3] - Amazon's CEO Andy Jassy emphasized that there are no signs of demand weakening, despite slightly lower operating profit performance [3] Group 3 - Meta alleviated concerns about slowing digital advertising spending by providing revenue forecasts that met expectations [3] - Capital expenditures related to artificial intelligence continue to rise, benefiting chip manufacturers, with Meta increasing its capital expenditure forecast for the year [3] - Microsoft indicated that while growth in AI-related spending may slow next year, it will still continue to rise [3] Group 4 - Tesla has canceled its previous forecast for revenue recovery growth by 2025, and Apple warned that tariffs will increase costs by $900 million for the quarter [3] - Following these announcements, Apple's stock price was downgraded by two Wall Street firms [3]