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三季度,美国将迎来最后的“电车抢购潮”
Hua Er Jie Jian Wen· 2025-07-10 04:08
美国电动汽车市场即将迎来一个关键转折点。 据追风交易台消息,巴克莱最新研报指出,随着特朗普签署法案将于9月30日取消7500美元的电动汽车税收抵免,这将在三季度引发显著的抢购潮,随后 在四季度及更长时间内出现"电动汽车宿醉期"。而这一政策变化将对特斯拉、福特、通用等主要厂商产生重大影响。 政策巨变引发行业震荡 美国特朗普总统签署的《大漂亮法案》将对美国电动汽车市场产生深远影响。该法案最重要的变化包括: 以特斯拉Model 3基础版3年租赁为例,目前月租为349美元,取消抵扣后隐含月租将大幅上升至约560美元。特斯拉可能是抢购潮的最大受益者,因其在美 国市场占主导地位,且有动力增加销量,因为其车辆盈利。据估算,特斯拉约三分之二的美国销售受益于美国电动车税收抵扣,这意味着特斯拉全球约 20%的销售受益于美国税收抵扣。 税收抵免取消:7500美元的消费者税收抵免和7500美元的商用新能源汽车抵免(包括租赁)将于9月30日逐步取消; 电池生产税收抵免收紧:为美国电池生产提供每千瓦时45美元抵免的生产税收抵免将面临更严格的资格标准。 巴克莱分析师Dan Levy表示,综合考虑特朗普政府软化排放法规的举措,该法案将显著降 ...
smart精灵#5荣获德国红点设计国际大奖
Zhong Guo Qi Che Bao Wang· 2025-07-10 03:26
Core Viewpoint - The smart brand's luxury mid-size SUV, smart精灵5, has won the 2025 Red Dot Design Award, a prestigious international design accolade recognized as the "Oscar of Design" [1][3]. Design Achievements - The smart精灵5 is part of a series of models, including smart精灵1 and 3, which have also received design awards, showcasing the brand's commitment to innovative design [3][13]. - The design team from Mercedes-Benz has emphasized the evolution of the smart brand's design philosophy, focusing on the principles of "love, purity, and surprise" [5][13]. Product Features - The smart精灵5 features a unique boxy design, maximizing interior space with a length of 4,705 mm and a wheelbase of 2,900 mm, balancing aesthetic appeal with functionality [11][12]. - The interior of the smart精灵5 is equipped with advanced technology and high-quality materials, including a dual 13-inch AMOLED display, providing a luxurious driving experience [12][14]. Market Strategy - The smart brand is expanding its global presence, currently operating in 38 countries and regions, with plans to introduce the smart精灵1, 3, and 5 to more international markets [15].
北京发布96项地方标准 首次制定69项
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-10 00:22
Group 1 - The Beijing Municipal Government has released 96 local standards, including 69 new and 27 revised standards, aimed at improving various sectors [1] - The "Health Examination Quality Control Specification" is the first health examination standard collaboratively developed by Beijing, Tianjin, and Hebei, focusing on quality control in health examination services [1] - The standard emphasizes comprehensive quality control throughout the health examination process, including pre-examination, during examination, and post-examination phases, enhancing service quality and safety in the region [1] Group 2 - The "Electric Vehicle Charging Infrastructure Planning and Design Standard" mandates that 100% of new residential projects must include charging infrastructure, optimizing the planning and design of charging facilities [2] - This standard aims to improve the efficiency of parking resources and charging facilities by aligning charging characteristics with travel patterns in different public building contexts [2] - The "Food Safety Management Specification for Large Events" clarifies the responsibilities of organizing units, food suppliers, and inspection agencies, providing a scientific and standardized approach to food safety management for large events in Beijing [2] Group 3 - The "Administrative Mediation Service Specification for Consumer Disputes" is the first local standard in China addressing administrative mediation for consumer disputes, detailing service requirements and processes [3] - This standard aims to enhance the efficiency of mediation services and improve the enforcement level of market regulation, contributing to a better consumer environment in Beijing [3] - The "Technical Requirements for Indoor Emergency Shelters in Primary and Secondary Schools" outlines the conversion of schools into emergency shelters without disrupting educational functions, promoting standardized emergency management practices [3]
外媒:中国加入尼泊尔电动汽车热潮并领先一步
Huan Qiu Wang Zi Xun· 2025-07-09 23:05
电动汽车在尼泊尔的主导地位改变了该地区的战略格局,而中国对电动汽车的推广更是深化了其在南亚 的影响力。 中国不仅推动电动汽车销量大幅上升,还在尼泊尔的电动公共交通领域大举投资,特别是电动公交车和 充电站。几年前,充电站建设缓慢阻碍了尼泊尔电动汽车的普及,但如今随着电动汽车需求的增加,充 电站的数量也在迅速增长。 来源:环球时报 日本《日经亚洲评论》7月9日文章,原题:中国加入尼泊尔的电动汽车热潮并领先一步 就在几年前, 尼泊尔很少有人驾驶电动汽车。而如今,尼泊尔大多数汽车都是电动的。 去年,尼泊尔进口的电动汽车中近70%产自中国,这一比例远超其南方邻国印度。随着中国汽车品牌知 名度超越印度品牌,中国车企成为尼泊尔最大的汽车销售商,印度在尼泊尔汽车市场长期以来的主导地 位已逐步消失。 尼泊尔大规模转向电动汽车,是全球减少碳排放、遏制空气污染竞赛的一部分。世界银行新发布的一份 报告显示,污浊的空气正对尼泊尔民众造成毁灭性影响,已成为导致该国民众死亡和残疾的首要风险因 素之一。 到2030年,尼泊尔政府希望90%的私家车和60%的公共四轮乘用车实现电动化。这不仅关乎健康或气 候,还关乎经济。电动汽车不仅速度快、噪音 ...
美国电动车补贴倒计时,“政策末班车效应”有望猛提车企销量
智通财经网· 2025-07-09 13:28
Group 1 - Automakers are urging U.S. consumers to purchase electric vehicles (EVs) before the $7,500 federal tax credit expires on September 30, 2025 [1][3] - Ford has extended its free home charger and installation service until September 30 to attract EV buyers [1] - The comprehensive tax and budget bill passed by Congress will eliminate the $7,500 tax credit for new EV purchases and a $4,000 credit for used EVs, which have significantly boosted EV sales in recent years [3] Group 2 - Rivian's CFO indicated that now is an excellent time to consider purchasing an EV, and the company may introduce more incentives after the tax credit ends [3] - Demand for battery electric vehicles has slowed down recently, and industry executives warn that sales may decline further once the tax credits are removed [3] - A study from professors at UC Berkeley, Duke University, and Stanford University suggests that the elimination of tax credits could lead to a 27% drop in EV registrations [3] Group 3 - Other countries have seen similar impacts on EV adoption due to policy changes, with Germany experiencing a significant drop in EV sales after subsidy policies ended [4] - Barclays analysts predict a surge in EV bookings in Q3, followed by a significant drop in sales in the subsequent months [4] - Dealers expect a similar sales spike as seen in previous deadlines, with consumers rushing to purchase vehicles to avoid price increases due to tariffs [4] Group 4 - The Trump administration has been exploring the cancellation of EV tax credits since late 2024, prompting some consumers to increase their EV purchases [5] - Automakers have historically increased consumer incentives to offset the loss of tax credits, which may impact their profit margins [5] - General Motors has offered $7,500 incentives for vehicles losing the tax credit, while Ford significantly reduced the price of its Mustang Mach-E after losing $3,750 in tax credits, but sales still declined [5]
优优绿能: 公司章程(2025年7月)
Zheng Quan Zhi Xing· 2025-07-09 11:13
深圳市优优绿能股份有限公司 章 程 深圳市优优绿能股份有限公 司 章程 目 录 深圳市优优绿能股份有限公 司 程 第一章 总则 第一条 为维护深圳市优优绿能股份有限公司(以下简称 "公司 ")、股东、 职工和债权人的合法权益,规范公司的组织和行为,根据《 中华人民共和国公司 法》 (以下简称《 公司法》)、《 中华人民共和国证券法》 (以下简称《 证券法》)和 其他有关规定、制定本章程。 第二条 公司系依照 公司法》和其他有关规定由深圳市优优绿能电气有限 公司以经审计的账面净资产折股整体变更设立的股份有限公司,在深圳市市场监 督管理局注册登记并取得营业执照,统一社会信用代码为 91440300350007413E 。 第三条 公司于 2025 年 3 月 1 1 日经中国证券监督管理委员会《 (以下简称《 "中 国证监会 ")同意注册,首次向社会公众发行人民币普通股 1,050 万股,于 2025 年 6 月 5 日在深圳证券交易所上市。 第四条 公司注册名称:深圳市优优绿能股份有限公司。 第八条 代表公司执行公司事务的董事或者经理为公司的法定代表人。 担任法定代表人的董事或者经理辞任的,视为同时辞去法定代表 ...
孟加拉国媒体:从模仿者到创新者,中国转变并非偶然
Huan Qiu Wang· 2025-07-09 10:55
Core Insights - The article emphasizes China's transformation from a technology imitator to an innovator, highlighting its achievements in economic transition and innovation [1][3]. Group 1: Innovation and Economic Transition - China has moved beyond merely copying Western technologies, with local giants now setting global benchmarks in fields like artificial intelligence, electric vehicles, and quantum computing [3][4]. - The shift from reliance on foreign technology to self-innovation is attributed to strategic investments in R&D, education, and talent development [3][4]. Group 2: Government Support and Policy - The Chinese government plays a crucial role in fostering innovation through subsidies, tax incentives, R&D incentives, and infrastructure development, which are essential for transforming ideas into scalable businesses [3][4]. Group 3: Urban Innovation Hubs - Cities like Shenzhen, Shanghai, and Beijing have become innovation centers by concentrating talent, capital, and infrastructure, exemplified by Shenzhen's transformation from a fishing village to a global tech hub [4]. Group 4: Entrepreneurial Characteristics - Chinese entrepreneurs are characterized by their quick decision-making, willingness to experiment, and a large domestic market that allows for rapid iteration of ideas [4]. - The culture of risk-taking is vital for navigating fast-changing business environments and testing ideas in local markets before international expansion [4]. Group 5: Global Collaboration - Chinese companies are not only competing globally but are also actively collaborating with Western firms, sharing knowledge and co-investing, which is reshaping the concept of globalization from zero-sum competition to shared innovation [4]. Group 6: Execution and Scalability - One of China's key advantages is its ability to rapidly scale and deploy innovations, such as in electric vehicles and smart city infrastructure, setting Chinese companies apart [5]. - The focus on efficient execution, including optimizing regulatory processes, supply chains, and market strategies, is essential for maintaining a competitive edge in innovation [5].
(经济观察)破局绿色转型挑战 中国零碳园区建设驶入“快车道”
Zhong Guo Xin Wen Wang· 2025-07-09 08:54
国家发改委能源研究所副所长、研究员李忠表示,中国制造业规模居世界首位,但在全球绿色发展大势 下面临日益严峻的转型压力。加快建设零碳园区,推动绿色能源更有效匹配制造业升级发展需要,既有 利于促进新能源高水平开发和消纳利用,还有利于提升产业绿色竞争力,增强应对国际各类"绿色壁 垒"的底气和能力。 中新社北京7月9日电 (记者 王梦瑶)为破解当前绿色转型难题,中国三部门近日发布《关于开展零碳园 区建设的通知》(下称《通知》),推进开展零碳园区建设。 零碳园区是指通过规划、设计、技术、管理等方式,使园区内生产生活活动产生的二氧化碳排放降 至"近零"水平,并具备进一步达到"净零"条件的园区。 国家发改委有关负责人介绍,当前,中国已进入实现碳达峰目标、加紧经济社会发展全面绿色转型的关 键期,面临着新能源消纳压力增大、高耗能行业深度降碳困难、低碳零碳负碳技术推广应用受限等挑 战,亟待通过政策创新、技术创新、模式创新实现"破局"。 新能源装机大规模增长背景下,消纳问题成为关键。据国家发改委数据,截至今年5月底,中国风电、 光伏发电装机规模分别达到5.7亿、10.8亿千瓦,占全部装机比重达到45.7%,已经超过了火电装机的比 ...
从特斯拉到X,马斯克的政治操作,撼动商业帝国根基
Sou Hu Cai Jing· 2025-07-09 06:15
文︱陆弃 埃隆·马斯克最近的一番政治言论无疑让人瞠目结舌,特斯拉的股价也因此惨遭暴跌7%。7月7日,马斯 克宣布成立新政党"美国党",以对抗美国总统特朗普的政治霸权。然而,投资者们的反应却是冷酷无情 ——特斯拉股价暴跌6.8%,市值瞬间蒸发680亿美元,跌破1万亿美元大关。这一现象似乎标志着马斯 克的政治涉足,终于对他的商业帝国产生了深远影响。 马斯克的最新举动引发了股市的强烈反应。分析人士普遍认为,特斯拉股价的暴跌并非偶然,而是因为 投资者对马斯克越陷越深的政治参与感到担忧。在政治领域的扩展,尤其是与特朗普的公开对立,不仅 挑战了马斯克的企业形象,还让投资者对于特斯拉未来的经营方向产生了深深的疑虑。特斯拉作为一家 全球领先的电动汽车制造商,其股价的波动一直与马斯克的言行紧密相关,而此次政治参与无疑是将这 种影响进一步加剧。 特斯拉的股价暴跌并非孤立事件。从去年年底的479美元一股的历史高点,到如今的293.94美元,特斯 拉的股价已经跌去了接近40%。这一路的跌势,反映了马斯克个人品牌的政治冒险,逐步蚕食了投资者 对公司未来发展的信心。马斯克曾是特朗普政府的坚定支持者,为特朗普总统提供了巨额资金。然而, 随 ...
又吵起来了!马斯克怒斥特斯拉“死多头”:“闭嘴!”
Jin Shi Shu Ju· 2025-07-09 00:29
特斯拉CEO埃隆·马斯克周二怒斥Wedbush Securities的分析师丹·艾夫斯(Dan Ives)"闭嘴",此前这位 分析师在社交平台X上的一篇帖子中,向这家电动汽车公司的董事会提出了三项建议。 艾夫斯一直是华尔街最看好特斯拉的分析师之一。他对该股设定了500美元的目标价,是FactSet追踪的 所有分析师中给出的最高预测。 但在周二,艾夫斯发表了对马斯克政治活动的批评言论。此前,这位世界首富于上周末表示,他正在创 建一个名为"美国党"的新政党,以挑战那些投票支持"大而美"法案的共和党候选人。 在艾夫斯发帖之前,特斯拉股价周一下跌了近7%,市值蒸发了680亿美元。 艾夫斯呼吁特斯拉董事会为马斯克设立一个新的薪酬方案,给予他25%的投票控制权,并为与xAI的合 并扫清道路;为马斯克必须在特斯拉花费多少时间设立"护栏";并对"政治活动提供监督"。 艾夫斯与他公司的其他分析师发表了一份更长的报告,标题为:"特斯拉董事会必须采取行动,为马斯 克制定基本规则;这场'肥皂剧'必须结束。"分析师们表示,马斯克发起新政党的行为,为"特斯拉的故 事创造了一个引爆点",因此公司董事会有必要采取行动来约束这位CEO。 尽管 ...