Core Viewpoint - The discussion highlights the contrasting approaches of Western countries, particularly the U.S., and China in the fields of life sciences and biotechnology, with the former retreating from cross-border collaboration while the latter makes significant advancements [1][2]. Group 1: China's Advancements in Life Sciences - China is developing drugs and therapies based on independent innovation and a local life sciences ecosystem, which is not surprising given its population of 1.4 billion and its share of 26% to 27% of global cancer cases [2]. - The first generation of Chinese biotech companies primarily served as Contract Research Organizations (CROs), but their innovation capabilities are continuously improving [2]. - The key questions raised include how China will innovate, how it will dominate the field, and whether the U.S. and other countries are willing to participate in this evolution [2]. Group 2: U.S. Perspective and Concerns - The U.S. is broadening the concept of "national security," which may lead to a loss of cross-border innovation, particularly in biotechnology and life sciences [2]. - There is skepticism in Washington regarding China's scientific achievements, with concerns that any breakthroughs may be viewed as theft or fraud rather than genuine innovation [2]. Group 3: Misconceptions about China - The perception of China as merely a "textile factory" is outdated; instead, it is rapidly advancing in electric vehicles, batteries, and transformers [3]. - Shenzhen's hardware ecosystem is highlighted as a unique model that allows for rapid prototyping, manufacturing, and innovation, which is difficult to replicate elsewhere [3][5]. - The "China +1" strategy indicates that Chinese companies are expanding internationally while bringing their multinational partners along, further enhancing their global presence [3]. Group 4: Competitive Landscape - Taiwan excels in hardware but lacks in software integration, which poses challenges in competing with mainland China [5]. - The ability of Shenzhen to quickly iterate on product designs and integrate hardware and software effectively positions China as a leader in advanced manufacturing and automation [5]. - Other countries have attempted to replicate China's manufacturing success but have not achieved similar results, indicating China's continued dominance in this area [5].

Group 1 - The article highlights the marginalization of Europe in the context of US-China trade negotiations, with European business figures expressing frustration over their lack of involvement [3][5] - The US has made significant concessions to China in trade talks, raising questions about why similar considerations are not extended to Europe, which is also a key economic player [5][9] - Europe has historically relied on the US for technological advancements and military support through NATO, leading to a dependency that limits its ability to assert itself in global negotiations [7][9] Group 2 - The article points out that Europe lacks significant achievements in emerging sectors like electric vehicles and AI, where the US and China have made notable advancements [7] - It emphasizes that Europe must recognize the efforts China has made to achieve its current standing, including self-reliance in technology and military modernization [9][10] - The conclusion suggests that Europe needs to adopt a more assertive stance in international relations, as respect cannot be gained through appeasement but rather through a willingness to stand up for its interests [10]

Group 1 - The U.S. government frequently uses tariffs as a tool to combat what it perceives as "unfair competition" from foreign subsidies, leading to a contradictory situation [1][2] - The legitimacy of the U.S. government's stance on subsidies is questionable, as it has provided significant subsidies to its own industries, totaling at least $68 billion from 2000 to 2015, and has continued to do so under both Democratic and Republican administrations [3][4] - Recent U.S. policies aimed at boosting domestic manufacturing have not met expectations, with companies citing worsening market conditions and policy uncertainty as reasons for delaying investment plans [4][5] Group 2 - The U.S. manufacturing sector faces significant challenges, including a shortage of skilled labor and high operational costs, which are major constraints on its development [5][6] - In contrast, China's manufacturing sector has shown strong performance and export capabilities, adhering to WTO rules regarding subsidies, and its trade surplus is stable across various industries [6][7] - The U.S. government's continued focus on "anti-subsidy" measures may ultimately harm its own interests, as it seeks to blame external factors for its manufacturing struggles [7]

电动汽车"化身"储能单元，向电网反向"售电"并获得经济收益，这样的新鲜事正在重庆发生。 近日，重庆市北碚区电动汽车车主张先生收到一笔来自V2G充电桩的放电收益。这是重庆电动车主首次 获得"售电"收益，也标志着重庆V2G反向放电报装、计量、结算、支付全流程成功贯通，为今后进一步 开展车网互动奠定基础。 近期，国网重庆电动汽车服务有限公司邀请6名电动汽车车主，在V2G示范项目场站开展放电上网，现 场测试V2G放电计量、结算和支付流程的运行情况。"6名车主共放电35车次，上网电量约982千瓦时， 结算收益达703元，度电收益达0.72元。"国网北碚供电公司营销部工作人员黄子琪说。 国网重庆电动汽车服务有限公司相关负责人表示，今后，重庆电动汽车用户可前往纳入重庆市示范项目 的V2G充电桩，手机扫码后根据客户端提示操作，进行放电并获得收益。 记者了解到，今年3月，重庆入选全国首批车网互动规模化应用试点城市。此前，重庆市经信委等多部 门联合发布文件，提出到2025年，重庆将打造逾百个双向充放电（V2G）项目，初步构建车网融合互动 新型产业生态。到2030年，将基本建成车网互动和谐城市，实现V2G等多种车网互动示范场景规模 ...

Group 1 - The report provides a comprehensive analysis of the global and Chinese electric vehicle ultra-wide constant power charging module market from 2025 to 2031, focusing on market trends, growth opportunities, and competitive landscape [1][3][4] - It categorizes electric vehicle ultra-wide constant power charging modules into different product types, including air-cooled and liquid-cooled modules, and analyzes their sales growth trends from 2020 to 2031 [3][4][5] - The report highlights the current status and future trends of the electric vehicle ultra-wide constant power charging module industry, emphasizing the increasing demand and technological advancements [3][4][9] Group 2 - The global electric vehicle ultra-wide constant power charging module market is expected to experience significant growth, with supply and demand forecasts provided from 2020 to 2031 [4][5][6] - Regional analysis indicates varying production capacities and market shares across major regions, including North America, Europe, China, Japan, Southeast Asia, and India [4][5][6] - The report includes detailed sales and revenue data for major manufacturers in the electric vehicle ultra-wide constant power charging module market, along with their market positions and competitive strategies [5][6][7] Group 3 - The report discusses the competitive landscape, identifying key players in the market such as Eaton, Huawei, and others, along with their product specifications, sales performance, and market strategies [5][6][7] - It provides insights into the market concentration and competitive intensity, analyzing the market shares of the top manufacturers and their growth prospects [5][6][7] - The report also covers investment trends and merger activities within the electric vehicle ultra-wide constant power charging module industry, indicating a dynamic market environment [5][6][7]

来源：环球时报 美国"世界其他地方"网站6月18日文章，原题：印度希望拥有自己的电动汽车市场，但需要中国来实现 这一目标 副题：尽管对华关系紧张，但印度正在避免对中国技术采取美国式限制措施，希望以此能为 国内创新架起一座桥梁 印度正在押注中国技术，以顺利推进其电动汽车转型。就在美国筑起贸易壁垒 以将中国电动汽车巨头拒之门外之际，印度采取了不同路线。 印度的一些大型电动汽车制造商仍然依靠中国供应商提供锂电池和电子元器件，即使最终组装是在印度 本地完成。市场研究机构Market Research Future的资深科技分析师穆恩德说："印度的目标是建立一个 有弹性的国内生态系统，而非与中国脱钩。" 印度企业选择与全球同行——大多为中国企业——建立合资企业，以获得资本并缩短产品研发时间。这 些合作伙伴关系帮助印度企业通过利用经过验证的电动汽车平台、电池模块和制造手册来跨越有关开发 阶段。中国企业还帮助印度合作伙伴提升供应链可靠性，并通过从现有零件库和制造标准做起来加快实 现本地化。 总部位于伦敦的数据分析公司GlobalData预测，印度的电动汽车市场将从2025年的48万辆增至2035年的 300万辆以上。该公司 ...

摩洛哥《晨报》6月18日报道，惠誉最新报告显示，摩洛哥电动汽车市场将迎来快速增长期。报告预测， 摩电动汽车市场2025年将增长49.6%，销量达4,404辆，渗透率将从2024年1.9%升至2.6%。这主要得益于三方面 因素：新车型的上市，尤其是来自中国的更实惠的车型，本地汽车产业的快速发展以及政府出台的激励政策。 相关ETF 市场现状方面，2024年摩洛哥电动和混合动力汽车总销量为1.1万辆。其中，传统混合动力汽车以8,190辆 的销量占据主导地位；纯电动汽车（BEV）销量达1,125辆，同比增长143%；插电混动汽车（PHEV）表现尤为 亮眼，销量1,819辆，增幅达224%。 摩洛哥电动汽车市场吸引了多个中国品牌。比亚迪2023年在摩洛哥推出三款车型，2024年成为摩洛哥插电 混动汽车市场的第一品牌，市场份额约为32%。2025年极氪携两款新车型进入摩洛哥市场，凭借出色的性价 比，中国生产的电动汽车受到摩洛哥消费者的青睐。在纯电动汽车方面，达契亚（Dacia）以40.2%的销量占据 市场领先地位。 摩洛哥政府推出了一系列激励政策，包括免除增值税和年度流通税，减免80%关税，提供个人5,000美元/ 企业 ...

Group 1 - China and Europe are enhancing cooperation in ecological and green production, focusing on clean energy and technological innovation to address climate change challenges [1][8] - In Eastern Europe, Chinese companies are investing in clean energy projects, such as the 84 MW wind farm in Bosnia, which generates 259 million kWh annually and reduces CO2 emissions by approximately 240,000 tons [2] - In Croatia, a solar project is underway that will become the largest in the country, expected to generate 165 million kWh and reduce carbon emissions by 150,000 tons annually [2] Group 2 - Portugal is expanding cooperation with China in solar and lithium battery sectors, aiming for a solar capacity of 22 GW by 2030, with a lithium battery factory investment of €2 billion [3] - Chinese electric vehicle brands are gaining popularity in Europe, with companies like BYD and Chery establishing local production facilities [4] - Chinese battery manufacturers, such as CATL, are setting up factories in Germany, Hungary, and Spain, supporting local automotive supply chains [4] Group 3 - China is recognized as a leader in the global electrification process, with calls for Europe to learn from its advancements in solar and energy storage technologies [5] - In Northern Europe, China and Norway are collaborating on green shipping and carbon capture, with significant potential for mutual benefits [6][7] - Various projects, including solar power and electric vehicle manufacturing, are being implemented across Europe, showcasing the extensive reach of China-Europe green cooperation [7][8]

兰剑智能：截至目前公司订单充足 金十数据6月19日讯，兰剑智能近期接受机构调研时表示，截至目前公司订单充足，公司下游行业覆盖 范围比较广。近两年在新能源（锂电、光伏）、电动汽车、航空航天等新兴战略行业获得持续快速增 长，且这一趋势进一步明显。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自彭博 。 两年多来，关于最大、最重要的科技公司的讨论总是围绕着同样的七只股票。现在，华尔街的一些人 开始主张，博通公司也应该加入到这场讨论中。 在人工智能计算设备上的持续投入，大幅提升了这家芯片制造商的收入和利润，推动其股价自2023年 初以来上涨了340%以上，并使其跻身市值至少1万亿美元的精英股票行列。与此同时，特斯拉公司 ——最初被称为"七大企业"之一——今年已暴跌22%，原因是首席执行官埃隆·马斯克进军美国政坛 引发了对这家电动汽车制造商的强烈反对。 另一方面，据彭博社汇编的分析师预测，博通预计其2025财年的销售额将增长22%，2026财年将增 长21%。这一增幅在"七大巨头"中仅次于英伟达公司。这七大巨头包括亚马逊公司、微软公司、Meta Platforms Inc.和Alphabet Inc.。相比之下，特斯拉的营收预计今年将萎缩1%。 Jonestrading 首席市场策略师迈克尔·奥罗克 (Michael O'Rourke) 表示： "博通 将是特斯拉的一个不 错的替代品。"奥罗克是 2023 年初首批使用"七侠荡寇志"绰号的 ...