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8点1氪|小米YU7售价25.35万起,3分钟大定破20万辆;北约秘书长喻称特朗普为“爸爸”引争议;宾利回应“联名槟榔礼盒”争议
3 6 Ke· 2025-06-27 00:05
据报道,科技公司VISMA选择在伦敦而非阿姆斯特丹进行IPO。(新浪财经) 合合信息 36氪获悉,据港交所文件,上海合合信息科技股份有限公司向港交所提交上市申请书,独家保荐人为中 金公司。 上市进行时 瑞为技术 厦门瑞为信息技术有限公司(Reconova)据悉计划赴港IPO。(新浪财经) VISMA 6月26日消息,近两日,北约秘书长马克·吕特在荷兰海牙举行北约峰会期间对美国总统特朗普的态度被 西方舆论评价为"谄媚"。吕特本人澄清他没有叫特朗普"爸爸",只是打了个比喻。不过白宫在特朗普返 程时还是使用"爸爸"梗进行调侃。 据悉,特朗普25日与吕特共同出席记者会时,当特朗普被问及"爆粗口"斥责以色列和伊朗违反停火协议 一事,他回答说:"他们大打出手,就像学校操场上的两个孩子。他们打得不可开交,你没法阻止他 们。那就让他们打上两三分钟,再要阻止就容易了。"吕特接话道:"'爸爸'有时候不得不说点狠话来阻 止(他们)。"特朗普接着说:"你必须要说点狠话,大家都看到了,你就是要用上'某些词语'。"随后, 一名英国记者在另一场记者会上向特朗普提问:"北约秘书长吕特刚才称你为'爸爸',你是否将北约盟 友们视为孩子?""不, ...
欧洲销量五连跌 马斯克挥刀解雇特斯拉(TSLA.US)北美及欧洲业务负责人
Zhi Tong Cai Jing· 2025-06-26 23:11
Core Viewpoint - Tesla's CEO Elon Musk has dismissed the heads of North American and European operations due to dissatisfaction with the company's performance and declining market visibility, indicating a significant restructuring effort to boost global sales, particularly in Europe [1] Group 1: Executive Changes - Elon Musk has fired Omead Afshar, the head of North American and European operations, as part of a broader effort to address declining sales in the European market [1] - This marks the second high-level executive change at Tesla within the month, highlighting Musk's aggressive approach to reforming the company's leadership structure [1] Group 2: Sales Performance - Tesla's electric vehicle sales in Europe have dropped significantly, with a 28% decrease in May 2024 compared to May 2023, despite an overall increase in demand for electric vehicles in Europe [1] - The number of new Tesla vehicle registrations in Europe fell to 8,729 in May, a 40.5% year-over-year decline, reducing its market share from 1.6% to 0.9% [2] - Year-to-date, Tesla's market share in Europe has hovered around 1%, down from approximately 2% a year ago [2] Group 3: Analyst Expectations - Analysts expect Tesla to deliver approximately 393,000 electric vehicles globally in the second quarter, reflecting an 11% year-over-year decline but a 17% increase from the previous quarter [2] - Baird has revised its delivery forecast for Tesla's second quarter down to 377,000 vehicles, citing weak third-party data and production issues with the new Model Y [3] - UBS has maintained a "sell" rating on Tesla, projecting a second-quarter delivery of about 366,000 vehicles, which is 10% lower than market expectations [3][4] Group 4: Market Sentiment - Investors are increasingly focused on Tesla's upcoming fully autonomous taxi service, Robotaxi, which may overshadow concerns about electric vehicle delivery numbers [4] - UBS warns that disappointing delivery reports could serve as a reality check for investors, as historical data shows that missed delivery expectations typically lead to a decline in Tesla's stock price [4]
隔夜美股全复盘(6.27) | 稳定币龙头CRCL大涨近8%,拟将加密货币当作房贷抵押品,美住房监管主管要求“两房”做好准备
Ge Long Hui· 2025-06-26 22:59
01 大盘 昨夜美股三大股指震荡走高。道指涨 0.94%,纳指涨 0.97%,标普涨 0.8%。恐慌指数VIX跌1.01%至 16.59。美元指数昨日跌 0.41%,报97.3。美国十年国债收益率跌1.142%,收报4.243%,相较两年期国债 收益率差52.2个基点。现货黄金昨日跌0.13%,报3327.6美元/盎司。布伦特原油收涨0.42%至66.68。 02 行业&个股 行业板块方面,除房地产和日常消费分别收跌0.63%和0.09%外,标普其他8大板块悉数收涨:能源、通 讯、原料、工业、公用事业、半导体、科技和医疗分别收涨1.43%、1.16%、1.11%、1.08%、0.83%、 0.78%、0.69%和0.24%。 HIMS涨11.76%,Hims & Hers首席执行官Andrew Dudum表示,其远程医疗平台仍将提供廉价Wegovy复 方药物。 03 每日焦点 1、拟将加密货币当作房贷抵押品 美住房监管主管要求"两房"做好准备 6.26 当地时间周三,美国联邦住房金融署(FHFA)署长Pulte在社交媒体上发文:"经过深入研究,并遵 循特朗普总统将美国打造成'加密货币之都'的愿景,今天我下令房 ...
一小时大定28.9万台,雷军:小米创造了中国工业史上的奇迹!
Sou Hu Cai Jing· 2025-06-26 18:23
去年的小米SU7开启预售,仅仅27分钟预订量就冲上了5万台,对标保时捷和特斯拉,价格只要21万出头,但当时很多人都不信,认为是小米虚构的数据。 后来随着销量逐月上升,从月交付几千台到上万台,再到如今接近3万台,总交付量已逼近30万台的小米SU7,已经用实力堵住了很多人的嘴。 而如今能够超越小米的也只有小米本身了,因为最新发布的首款SUV车型小米YU7开局即王炸,SU7花了27分钟将预订量做到了5万台,YU7只花了3分钟, 大定就达到了20万台。 随后小米官方又公布了一份数据,1小时大定突破289000台,若以标准版25.35万元的售价计算,意味着在短短60分钟内锁定了约578亿元的营收。 而这个数据,相当于小米集团2024年全年汽车营收321亿元的1.8倍。 对此雷军也很激动,在短视频平台上表示:"我们所有的车主朋友们,和小米一起创造了中国工业史上的奇迹。" 性能比肩保时捷、价格仅其四分之一,这是小米SU7 Ultra的定位,如今在小米YU7身上,又再次得到了更极致的体现。 这款定位高端电动SUV的车型,以25.35万元至32.99万元的定价区间,配合最高价值6.6万元的限时权益,将原本属于豪华品牌的核心体验 ...
Orion(OESX) - 2025 Q4 - Earnings Call Transcript
2025-06-26 15:00
Financial Data and Key Metrics Changes - In Q4 2025, revenue was $20.9 million, up from $19.6 million in Q3 2025 but down from $26.4 million in Q4 2024 [14] - Fiscal 2025 revenues totaled $79.7 million, compared to $90.6 million in fiscal 2024, reflecting a decline [14] - The net loss for Q4 2025 was $2.9 million, or $0.09 per share, compared to a net income of $1.6 million, or $0.05 per share in Q4 2024 [19] - Fiscal 2025 net loss increased slightly to $11.8 million, or $0.36 per share, compared to a net loss of $11.7 million, or $0.36 per share in fiscal 2024 [19] - Cash generated from operations improved to $600,000 in fiscal 2025 from negative $10.1 million in fiscal 2024 [19] Business Line Data and Key Metrics Changes - The EV charging business saw a revenue increase of 1837% in Q4 2025, driven by expanded geographic reach and order backlog execution [14] - LED lighting revenues in Q4 2025 and fiscal 2025 decreased by 3322% year-over-year due to reduced project activity and product demand [15] - Electrical Maintenance Services revenue decreased to $4.1 million in Q4 2025 from $5.2 million a year ago, but gross profit margin improved significantly to 18.2% from 4.4% in fiscal 2024 [16][17] Market Data and Key Metrics Changes - The company expects modest growth in LED lighting and electrical maintenance revenues for fiscal 2026, while anticipating flat to slightly lower EV charging revenues due to uncertainty in project funding [21] - The overall gross profit margin increased by 170 basis points to 27.5% in Q4 2025 compared to 25.8% in fiscal 2024, attributed to improvements in maintenance and a higher margin revenue mix in EV charging [17] Company Strategy and Development Direction - The company has reorganized into two commercial business units: Solutions and Partners, to better leverage capabilities across LED lighting, EV charging, and electrical maintenance [9][10] - The Solutions unit focuses on large projects and cross-selling opportunities, while the Partners unit emphasizes product sales through distribution channels [10] - The company aims to enhance leadership and urgency in executing its growth and profitability goals, with a focus on integrating engineering design and project management capabilities [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the need for improved execution on product and service opportunities and emphasized the importance of maintaining customer relationships [6][12] - The company is optimistic about its project pipeline and expects to achieve positive adjusted EBITDA for the full fiscal year 2026 [22] - Management remains cautious about the EV charging segment due to uncertainties in federal funding and project timelines, despite a strong project pipeline [31][38] Other Important Information - The company reduced operating overheads by more than $4 million in fiscal 2025 and plans to implement further reductions in fiscal 2026 [8] - A binding term sheet was executed to address Voltrec earn-out obligations, which includes issuing $1 million in common stock and a cash payment of $875,000 [20] Q&A Session Summary Question: Order trends and expectations for Q2 - Management noted a strong start to the year with orders, particularly in April, and expects this trend to continue [28] Question: Assumptions for EV charging revenue outlook - Management is taking a conservative approach for the EV segment, citing a strong project pipeline but acknowledging potential impacts from federal actions [31][38] Question: Clarification on earn-out obligations - The earn-out opportunity related to the purchase has ended, with remaining obligations tied to stock and cash payments [39] Question: Revenue cadence throughout the quarter - Management expects a more consistent revenue flow throughout the year, with subsequent quarters anticipated to be higher than Q1 [43] Question: Gross margins by business unit - Management expects gross margins to be relatively consistent across business units, with potential for improvement based on cost-saving initiatives [44] Question: Impact of federal government rule changes - Management clarified that while there has been some noise, the company has not been significantly impacted by federal funding issues, particularly in the EV segment [60][61]
Robotaxi热潮难掩“汽车寒冬”?华尔街预警特斯拉(TSLA.US)Q2交付量或表现不佳
Zhi Tong Cai Jing· 2025-06-26 13:09
Group 1 - Tesla's expected Q2 delivery volume has decreased to 393,000 vehicles, down from 443,956 vehicles year-over-year, but up from 336,681 vehicles in Q1 [1] - Baird has lowered its Q2 delivery forecast to 377,000 vehicles, citing weak third-party data since May and ongoing production ramp-up of the new Model Y [1] - Barclays analysts predict Tesla will deliver approximately 375,000 electric vehicles in Q2 2025, while UBS forecasts 366,000 vehicles for the same period [1] Group 2 - UBS reports that investors are focusing on Tesla's Robotaxi, potentially overlooking electric vehicle delivery data, as they believe Tesla's value lies in AI [2] - UBS emphasizes that Tesla's current financial performance heavily relies on its automotive business, which funds its advanced projects [2] - Historical data shows that underperforming delivery reports can lead to a decline in Tesla's stock price, although the previous quarter saw a 5% increase despite a delivery miss [2] Group 3 - Analysts from Seeking Alpha indicate that if Q2 delivery data does not improve significantly, it may suggest a serious ongoing demand issue for Tesla [3] - Oakoff Investments notes that while Q2 delivery volumes are expected to be similar to Q1, recent data from China suggests actual numbers may fall short of expectations [3] - The competitive landscape in the industry is intensifying, particularly in China, with signs of weakness in Tesla's sales in Europe as well [3]
出海速递 | 易控智驾冲刺港股IPO/王兴兴:宇树科技年度营收已超10亿元
3 6 Ke· 2025-06-26 11:08
Group 1: Easy Control Technology's IPO and Financial Performance - Easy Control Technology has submitted an IPO application to the Hong Kong Stock Exchange, projecting a revenue of 986 million yuan for 2024, representing a 264% increase from 2023 [2] - The company has turned a profit in gross margin for 2024 and operates a fleet of over 1,400 autonomous mining trucks [2] - Easy Control Technology recently completed a Series D funding round exceeding 400 million yuan, with investors including CATL's investment platform and other notable companies [2] Group 2: China's Foreign Investment and Trade - In the first five months of this year, China's non-financial direct investment abroad reached 61.6 billion USD, a year-on-year increase of 2.3% [2] - Investment in Belt and Road Initiative countries amounted to 15.52 billion USD, growing by 20.8% [2] - China's foreign contracting projects generated a turnover of 61.94 billion USD, up 5.4%, with new contracts signed totaling 98.68 billion USD, an increase of 13% [2] Group 3: Automotive Export Trends - China's automobile exports are expected to reach 7 million units this year, following a record of 6.4 million units exported last year, reflecting a 10% growth forecast [3] - Neta Auto Thailand may need to repay over 2 billion Thai Baht (approximately 439 million yuan) in government subsidies if production targets are not met [4] - XPeng Motors is launching the right-hand drive version of the X9 in Indonesia, marking its first local production project overseas [4] Group 4: BYD's Collaboration and Shanghai's Trade Performance - BYD has signed a cooperation agreement with European steel manufacturer voestalpine to supply steel for its Hungary passenger car factory [5] - Shanghai's foreign trade in the first five months reached 1.8 trillion yuan, with exports amounting to 787.38 billion yuan, a growth of 11.5% [5] Group 5: Robotics and AI Market Insights - NVIDIA's CEO highlighted robotics technology as a significant growth opportunity for the company, alongside AI, with autonomous vehicles being a primary application area [6] - Yu Tree Technology reported annual revenue exceeding 1 billion yuan [6] - The commercialization of autonomous taxi services is accelerating, with expectations for large-scale implementation by 2026 [6] Group 6: Toy Industry Export Growth - Shantou Chenghai, a major toy production and trade base in China, accounts for over 30% of global plastic toy production capacity, with exports reaching 10.24 billion yuan last year [7] - Despite rising shipping costs, foreign demand for toys from China is increasing, particularly in preparation for the holiday season [7]
【中国那些事儿】多国商界领袖和专家对中国经济充满信心:中国已成为全球创新中心
Sou Hu Cai Jing· 2025-06-26 08:56
中国日报网6月26日电 在世界经济论坛第十六届新领军者年会(夏季达沃斯论坛)上,多国商界领袖和专家表示,对中国经济的韧性和长期增长潜力充满信 心,并指出中国在人工智能、绿色能源等领域走在世界前列,中国正逐渐成为全球创新中心。 麦肯锡全球资深董事合伙人艾家瑞(Karel Eloot)在论坛上表示,中国在数字化和人工智能方面拥有良好的技术基础设施,多年来已经形成了世界一流的 B2C(企业对消费者)生态系统,为进一步创新奠定了非常坚实的基础。 艾家瑞说:"中国企业一直非常乐于尝试新事物,因此他们学得很快。"他还补充道,中国企业走在数字分析和技术转型的前沿。 世界经济论坛执行董事梁锦慧(Gim Huay Neo)指出,中国是新能源投资领域的全球引领者。中国在电池和电动汽车领域开创了变革性技术,在这些面向 未来的领域创造了数百万个高质量工作岗位。 她认为,在这些领域同中国建立建设性的伙伴关系有助于推动全球能源转型。 德科中国首席执行官倪瀛表达了对中国经济的坚定信心。他说:"中国是我们全球第二大市场。中国充满活力的创新生态系统和丰富的人才储备给了我们极 大的信心。" 6月25日在国家会展中心(天津)外拍摄的2025年夏季 ...
交付数据或不及预期 但特斯拉“无人出租车”热潮仍抢镜
Jin Shi Shu Ju· 2025-06-26 08:41
据Baird Equity Research称,特斯拉即将公布的第二季度交付数据可能低于市场预期,不过上周末备受 期待的无人出租车(Robotaxi)发布会带来的持续热度可能会掩盖这一负面消息。 上周日,特斯拉在德州奥斯汀发布无人出租车,引发市场强烈反应。周一,特斯拉(TSLA)股价飙涨 8.2%,市值一日增加854亿美元。 但随后回调。周二股价回落,周三早盘继续下跌5.2%。 Baird分析师本·卡洛(Ben Kallo)表示,他对特斯拉第二季度交付量保持"谨慎"态度,预计特斯拉将在7 月2日左右公布相关数据。卡洛预计交付量为37.7万辆,低于FactSet汇总的分析师平均预期的39万辆, 也低于2024年第二季度的44.4万辆交付量。 他写道:"来自第三方的数据显示,例如中国的上险量和5月的批发数据,更加坚定了我们交付量将低于 市场预期的判断。"他还指出:"请注意,第一季度末,特斯拉四大工厂的新款Model Y正处于生产爬坡 阶段,我们认为这一进程延续到了第二季度初,可能对交付造成了影响。" 尽管交付存在不确定性,卡洛仍强调市场对无人出租车发布的持续关注。 "虽然交付仍是基本面中的关键一环,但我们认为,无 ...
他诉苦:请中方理解下欧洲的恐惧,下个月给解决稀土吧
Sou Hu Cai Jing· 2025-06-26 06:51
► 文 观察者网 齐倩 报道称,近几个月来,中国稀土磁铁出口大幅下滑,全球汽车及其他高科技产品供应链因此受阻,欧洲 受到的影响尤为严重。尽管中国承诺加快审批速度,但在欧洲,稀土短缺问题依然持续存在。 托莱多称,总体而言,中欧间贸易和经济关系"不太明朗"。他还透露,欧盟委员会主席冯德莱恩和欧洲 理事会主席安东尼奥·科斯塔计划于下个月访华。 随后,托莱多开始"诉苦",援引数据称,中国经济自2017年以来增长了40%,但欧盟对华出口却下降了 30%。他还声称,欧洲只是想要一个"公平的竞争环境"。 据彭博社6月25日消息,欧盟驻华大使豪尔赫·托莱多当天表示,欧洲请求中方理解欧洲企业的"恐惧和 顾虑",磁铁短缺对欧企造成了"非常、非常严重"的影响。 托莱多称,欧盟希望中方可以在下个月解决对欧稀土磁铁出口问题。 今年4月,美国总统特朗普对华加征畸高关税后,中方迅速出手反制,包括对一系列关键矿产和稀土磁 铁实施出口管制。有业内人士透露,中方正在建立出口许可制度。随着管制影响显现,美西方企业哀 号"稀土荒",开始联合媒体炒作所谓"稀土武器化",企图展开对华舆论战。 对此,外交部发言人此前已明确表示,中方出台的出口管制措施符合 ...