大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克与川普 冲突的时间线详解 2. 双方争议的几个重点 3.冲突事件的后续影响 关注这些话题的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周四收盘是284.70% 全天了下跌47.35%美元 跌幅是14.26% 美国三大股指 纳指下跌0.88% 道指下跌0.25% 标普下跌0.53% 在马斯克与川普争斗期间 特斯拉股价创下了 历史上第十糟糕的一天 作为投资者 希望大家控制好 自己的情绪 专注于基本面和长期目标 在今天这样的日子里 你投资方面经验 恐怕不会发挥太大作用 但是你刷X平台的频率 和你对贴文的 反应速度能有多快 似乎成为一个 决定性的因素 第一部分 马斯克与川普 冲突的时间线详解 美国政坛与商界 上演了一出超级大戏 这次的主角是 全球首富马斯克 和美国总统川普 两人从昔日盟友 到公开翻脸 简直比美剧 权利的游戏还精彩！ 这场冲突不仅牵涉 政策争议 还让Tesla股价暴跌 SpaceX也卷入风暴 我们就来一步步 拆解这场大战 很多人都认为冲突的起因 是马斯克对 大而美法案开炮 其实两人之间的裂痕 之前已经有过几个信号 我 ...

Core Viewpoint - After the end of electric vehicle subsidies in the U.S., Tesla's sales are expected to decline significantly due to the planned cancellation of the $7,500 tax credit by the end of 2025, which is seven years earlier than originally scheduled [1] Group 1: Impact of Subsidy Changes - The U.S. spending bill plans to eliminate the $7,500 electric vehicle tax credit by the end of 2025, impacting Tesla's sales [1] - Analyst Seth Goldstein from Morningstar believes that the removal of government subsidies will not be a major long-term driver for electric vehicle growth [1] Group 2: Broader Implications - Former President Trump has threatened to cancel all government contracts and subsidies for Musk's companies, although the impact on SpaceX is expected to be greater than on Tesla [1] - Morningstar maintains a fair value estimate of $250 for Tesla [1]

Group 1 - The core issue revolves around the "rare earth crisis" faced by the Trump administration, highlighting the strategic importance of rare earth exports controlled by China [1][3] - The U.S. is heavily reliant on rare earths for modern technology, and any supply chain disruptions could significantly impact American tech giants like Tesla [3][5] - China's response to U.S. tariffs includes targeted countermeasures affecting coal, crude oil, and key metals, indicating a strategic approach to counter U.S. pressure [5][7] Group 2 - The ongoing U.S.-China trade tensions are characterized by a complex interplay of tariffs and strategic resources, with both sides holding significant leverage [7][9] - The competition extends beyond trade to include technology and geopolitical influence, with both nations seeking to balance cooperation and competition [9][11] - Future dialogues between U.S. and Chinese leaders will likely address broader economic order issues, with potential global implications [11]

Core Viewpoint - The public fallout between President Trump and Tesla CEO Elon Musk has led to a significant decline in Tesla's stock price, highlighting the impact of political tensions on the company [1][4]. Group 1: Political Conflict - Musk criticized a spending bill supported by Republicans and endorsed by Trump, claiming it contained unnecessary expenditures [1]. - Trump retaliated by threatening to revoke federal subsidies and contracts worth billions for Musk and his companies, particularly SpaceX [1]. - Musk's response included a threat to retire the Dragon spacecraft used for transporting astronauts, which could undermine U.S. space capabilities [1]. Group 2: Allegations and Reactions - Musk expressed support for a post suggesting Trump's impeachment and hinted at Trump's involvement in the Epstein case, which shocked public opinion [2]. - Trump expressed disappointment in Musk, stating he had previously helped him and had removed Musk from his advisory role due to Musk's behavior [2][3]. - Musk dismissed Trump's claims as "obvious lies," indicating a significant shift from his previous support for Trump [3]. Group 3: Market Impact - Tesla's stock price fell by 14.26% in a single day, marking one of the largest declines of the year, influenced by the negative sentiment surrounding Musk's political involvement [4]. - Despite other factors affecting the stock, the political conflict has exacerbated market reactions to Tesla [4].

美国众议院议长约翰逊：确信特斯拉(TSLA.O)担心的电动车强制规定将会取消。 ...

Investment Rating - Industry Investment Rating: Overweight [1] Core Insights - Green electricity direct connection is expected to boost demand, and offshore wind projects are progressing steadily [1] - The report highlights the stable development of offshore wind projects, with significant tenders and construction activities in various regions [18][19] - The energy storage sector is seeing policy support, with the introduction of market-driven pricing for renewable energy [20][22] - Hydrogen energy applications are accelerating, with new projects and government support for hydrogen production and storage [28][30] - The power grid equipment sector is advancing with new high-voltage equipment tenders and integrated energy solutions [32][33] Summary by Sections 1.1 Photovoltaics - June production is declining, and the price trend remains sticky, with a slight decrease in silicon material and N-type battery prices [11][12] - The report suggests a cautious outlook for the second quarter of 2025, with potential downward pressure on prices due to weak domestic demand [13][14] - Investment focus on companies with stable earnings and high certainty in the BC technology trend, including Longi Green Energy and Aiko Solar [17] 1.2 Wind Power - Offshore wind projects are entering a positive phase, with significant tenders announced for various projects [18][19] - The report emphasizes the importance of monitoring the progress of these projects and their impact on the industry [18] 1.3 Energy Storage - The introduction of a market-driven pricing mechanism for renewable energy in Inner Mongolia is a significant development [20][22] - The report notes the completion of a large-scale battery storage system in Bulgaria, marking a milestone in the EU [23] 1.4 Hydrogen Energy - The establishment of a hydrogen drone industrial park in Jiangxi is highlighted, with a total investment of approximately 480 million yuan [29] - The report discusses the international collaboration on hydrogen pipelines between the UK and Germany, enhancing energy security [28] 1.5 Power Grid Equipment - The State Grid has announced a new batch of high-voltage equipment candidates, with a total bid amount of 519 million yuan [32] - The report discusses the integration of source-network-load-storage systems in Henan province, promoting local consumption of renewable energy [32] 1.6 Humanoid Robots - The entry of major companies like Honor into the humanoid robotics sector is noted, indicating a growing market potential [34][35] - The report suggests that the humanoid robot industry is expected to enter a production phase in 2025, with significant investment opportunities [38] 1.7 Lithium Batteries - CATL's solid-state battery technology is projected to achieve small-scale production by 2027, representing a significant advancement in battery technology [39] - The report highlights the ongoing developments in lithium battery materials and the shift towards more cost-effective solutions [40][41]

Group 1 - Lucid has signed a multi-year supply agreement with Graphite One for graphite materials [1] - This agreement strengthens Lucid's supply chain for raw materials and resources in the U.S. [1]

Group 1 - The stock of Green Technology (301322.SZ) closed at 29.85 yuan, with a decline of 9.90%, currently in a broken state [1] - Green Technology was listed on the ChiNext board on March 6, 2023, with an initial offering price of 131.11 yuan per share, issuing 17,490,000 shares, accounting for 25.01% of the total share capital post-issuance [1] - The stock reached its highest point at 149.50 yuan on March 9, 2023, just four trading days after its listing, followed by a downward trend [1] Group 2 - The total funds raised from the initial public offering amounted to 229,311.39 million yuan, with a net amount of 210,121.43 million yuan after deducting issuance costs, exceeding the original plan by 169,626.47 million yuan [1] - The company planned to use the raised funds for projects including the expansion of electric vehicle production, research and development center construction, information technology projects, and working capital [1] - The total issuance costs (excluding VAT) were 19,189.96 million yuan, with underwriting and sponsorship fees amounting to 16,251.80 million yuan [1] Group 3 - The profit distribution plan for 2022 approved by the board included a cash dividend of 9.00 yuan per 10 shares (tax included) and a capital reserve transfer of 5 shares for every 10 shares [2] - The equity distribution for 2023 will involve a cash dividend of 10 yuan per 10 shares (tax included) and a capital reserve transfer of 4 shares for every 10 shares, with the registration date set for May 28, 2024 [2]

Core Viewpoint - Greenway Technology (301322.SZ), an electric vehicle company with a market value of less than 5 billion, plans to acquire a stake in semiconductor company Damo Semiconductor to diversify its business amid declining performance [1][3]. Group 1: Acquisition Details - On June 2, Greenway Technology signed a letter of intent to acquire at least 51% of Damo Semiconductor for cash, aiming to gain control and enter the semiconductor equipment industry [1][3]. - Damo Semiconductor has previously attempted to sell itself, with a failed acquisition by Tianli Lithium Energy in April 2023 [1][10]. - The acquisition is still in the planning stage, and the details regarding the asset's condition, pricing, and performance remain unclear [3]. Group 2: Financial Performance - Greenway Technology's revenue and net profit have been declining, with a 26.48% drop in revenue to 1.08 billion and a 15.64% decrease in net profit to 263 million in the first quarter of 2023 [4][5]. - The company reported a total revenue of 831 million in 2022, down 23.15% year-on-year, and a net profit of 142 million, a decrease of 45.98% [4]. - The decline in sales of golf carts, which accounted for 87.82% of total revenue in 2023, is a significant factor in the revenue drop [3][4]. Group 3: Market Context - The semiconductor equipment manufacturing sector is capital and labor-intensive, with median employee counts exceeding 1,300 and average total assets over 10 billion among listed companies [8]. - Damo Semiconductor's asset scale, employee count, and revenue are significantly lower than those of established semiconductor companies, raising questions about the potential success of Greenway Technology's acquisition [8][9]. - Damo Semiconductor's products primarily focus on front-end measurement and repair equipment, with clients including major semiconductor firms, but it has not secured any financing since its establishment in 2017 [7][9].

Investment Rating - The report maintains a "Recommendation" rating for the electric vehicle industry, expecting the industry index to outperform the benchmark index by more than 5% in the next 3-6 months [18]. Core Insights - In May 2025, new energy vehicle deliveries from various manufacturers totaled 311,797 units, representing a year-on-year increase of 53% and a month-on-month increase of 41%. Zeekr led the sales with 46,538 units, showing a year-on-year increase of 150% and a month-on-month increase of 239% [5]. - Cumulative deliveries of new energy vehicles from domestic manufacturers reached 1,143,627 units by May 2025, reflecting a year-on-year increase of 327% [5]. - The report highlights that battery components are the most valuable parts of electric vehicles, suggesting a focus on upstream supply chains due to stable delivery growth from new energy vehicle manufacturers [5]. Summary by Sections Industry Basic Data - The electric vehicle industry comprises 300 listed companies with a total market capitalization of 48,588.68 billion and a circulating market capitalization of 42,362.62 billion [2]. Relative Index Performance - The absolute performance of the industry over the past month is 2.5%, with a 6-month performance of -8.5% and a 12-month performance of 3.3%. The relative performance shows a 0.6% increase over the past month, a -6.5% decrease over 6 months, and a -3.5% decrease over 12 months [3]. Delivery Performance - The report details the delivery performance of various new energy vehicle manufacturers in May 2025, with significant year-on-year growth for brands like Xiaopeng (230%), Li Auto (17%), and others, indicating a robust market demand [5].