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 ...

特朗普上任初期，其对外贸易政策的强硬态度，特别是"敌友不分"的做法，令欧盟感到极大的压力。为了应对特朗普政府的这一系列挑战，欧盟采取了双管 齐下的策略。一方面，欧盟高层不断释放强硬信号，表明如果美国继续加征关税，他们将毫不犹豫地进行反制；另一方面，欧盟还主动调整了对中国的政 策，表现出希望通过加强中欧经贸合作来缓解美国带来的压力。包括欧盟委员会主席冯德莱恩在内的多位欧盟高级官员，纷纷主动与中方联系，表达希望在 经济领域加强合作的意愿，似乎暗示着欧盟有意通过"联华制美"的战略来摆脱美国的压力。 面对欧盟的这些"橄榄枝"，中国基于互利共赢的原则，作出了积极回应。中国不仅暂停了针对欧盟的一些"双反"调查，还在稀土出口问题上给予了欧盟特别 的优惠待遇。近期，我国商务部长王文涛与欧盟负责经贸的高官谢夫乔维奇进行会谈时，明确表示将为符合条件的欧方稀土出口申请开设绿色通道。这一举 措表明，中国在处理中欧关系时，展现出了极大的诚意与善意。 值得注意的是，美国经过长时间的施压，并且不断寻求与中国的谈判，才在稀土出口问题上获得了中方的部分让步。而与此相比，中方对待改善中欧关系的 态度可谓更加宽容和积极。然而，令人遗憾的是，欧盟在 ...

Core Points - The company, Shenzhen UUGreenPower Co., Ltd., was established as a joint-stock company based on the audited net assets of Shenzhen UUGreen Power Electric Co., Ltd. and registered with the Shenzhen Market Supervision Administration [2][3] - The company plans to issue 10.5 million shares of RMB ordinary stock to the public, approved by the China Securities Regulatory Commission, with a listing date set for June 5, 2025 [3][4] - The registered capital of the company is RMB 42 million [3] Chapter Summaries General Provisions - The company aims to protect the legal rights of shareholders and creditors while regulating its organization and behavior according to relevant laws [2] - The company is a permanent entity, with the chairman serving as the legal representative [3] Business Objectives and Scope - The company's business objective is to provide competitive core equipment and overall solutions to create continuous value for customers [4] - The business scope includes electric vehicle charging products, automation equipment, software development, and related services [4] Shares - The company issues shares in the form of stocks, with all shares being ordinary shares valued at RMB 1.00 each [4][5] - The total number of shares issued is 42 million, with a total capital of RMB 42 million [6] Share Issuance and Transfer - The issuance of shares follows principles of openness, fairness, and justice, ensuring equal rights for all shareholders of the same class [4][5] - Shares can be transferred legally, but certain restrictions apply to the transfer of shares held by founders and key management personnel [10][11] Shareholders and Shareholder Meetings - Shareholders have rights to dividends, participate in meetings, and supervise company operations [12][13] - The company must hold an annual general meeting within six months after the end of the fiscal year [19] Decision-Making and Voting - Resolutions at shareholder meetings require a majority or two-thirds majority vote depending on the type of resolution [76][78] - Special resolutions are required for significant decisions such as capital changes, mergers, and amendments to the articles of association [78] Legal Compliance and Governance - The company must comply with laws and regulations regarding shareholder rights and corporate governance [15][39] - The board of directors is responsible for ensuring that shareholder meetings are conducted in accordance with legal requirements [59][60]

Core Viewpoint - The 9th China-South Asia Expo aims to enhance regional cooperation and economic development through open collaboration, attracting businesses from South Asia and Southeast Asia to Kunming [1][2]. Trade and Economic Cooperation - The trade volume between China and South Asian countries is projected to approach $200 billion in 2024, doubling over the past decade with an average annual growth rate of approximately 6.3% [1][2]. - South Asian products such as cashmere, lapis lazuli, and spices are gaining popularity among Chinese consumers, presenting significant market opportunities [1]. - Investment cooperation is also on the rise, with projects like the China-Pakistan Economic Corridor and various energy and infrastructure projects in Sri Lanka, Bangladesh, and Nepal contributing to regional economic growth [2]. Policy and Institutional Support - The China-Maldives Free Trade Agreement has come into effect, and negotiations for an investment agreement with Bangladesh are underway, aimed at facilitating trade and investment [2]. - China is providing zero-tariff treatment for 100% of products from several least developed South Asian countries, enhancing their export capabilities to China [2]. Regional Connectivity and Development - Yunnan province is positioned as a key hub connecting China with South Asia and Southeast Asia, leveraging its geographical advantages to promote trade and logistics [3]. - The province is actively implementing measures to enhance regional connectivity, including the construction of the China-Laos Railway and various trade facilitation initiatives [3]. Global Economic Context - The backdrop of rising protectionism and unilateralism in global trade necessitates stronger cooperation among developing countries, including those in South Asia, to enhance economic resilience [3][4]. - China is committed to opposing protectionism and fostering an open economic environment through various national and international trade exhibitions [4]. Collaborative Future - The expo serves as a platform for countries to unite in collaboration and development, aiming to create new growth points and drive regional prosperity [5].

Core Viewpoint - Polestar has secured a $200 million equity investment from PSD Investment, which is controlled by Geely's chairman, Eric Li, leading to a 4.85% increase in its stock price and a market capitalization of approximately $2.3 billion [2]. Investment Details - The investment will be executed through a private investment in public equity (PIPE) transaction, involving the sale of 190 million newly issued Class A American Depositary Shares (ADS) at a price of $1.05 per share [2]. - Following this transaction, PSD Investment's stake in Polestar will rise to 44%, while Geely's total ownership will increase to 66% [2]. Company Background - Polestar, headquartered in Gothenburg, Sweden, focuses on high-performance electric vehicles and has faced challenges in its development since its inception [4]. - From 2020 to 2023, Polestar's global sales totaled 145,300 units, with cumulative losses of $2.016 billion during 2021 to 2023 [4]. Market Position and Strategy - Polestar has struggled with brand positioning, initially targeting the high-end market but later shifting towards a more mainstream approach, leading to inconsistent market presence [5]. - The company plans to focus on the European market, which is expected to account for 75% of its total sales in 2024, while also reducing its operations in China [7][8]. Financial Challenges - Polestar's monthly cash burn is estimated at $100 million to $200 million, making the recent $200 million investment insufficient for long-term sustainability [9]. - The company has accumulated approximately $4.4 billion in total debt, with $800 million in loans due by the end of the year [8][9].

Core Viewpoint - The recent US-China trade negotiations have led to a significant reduction in tariffs, which is expected to positively impact China's economic growth and reduce the need for aggressive policy easing [1][2][4]. Trade Relations - The US has agreed to lower tariffs on Chinese goods, reducing the effective tariff rate from approximately 107% to around 39%, while China will lower its effective tariff rate from 144% to about 30% [1][2]. - The reduction in tariffs exceeds market expectations, indicating a lesser drag on China's economic growth than previously predicted [2]. Economic Forecast Adjustments - China's export growth forecast for 2025 has been revised from -5% to 0%, with net exports now expected to contribute +0.1 percentage points to GDP growth, up from a previous estimate of -0.5 percentage points [4]. - The anticipated policy easing has been adjusted downward, with expectations for further monetary policy easing in the form of rate cuts and reserve requirement ratio reductions [4][5]. GDP Growth Projections - The GDP growth forecast for 2025 and 2026 has been raised from 4.0% and 3.5% to 4.6% and 3.8%, respectively, due to the improved trade outlook [5][6]. Policy Response - The Chinese government is focusing on stabilizing employment, businesses, and market confidence, aiming for a GDP growth target of around 5% [7]. - The approach to fiscal policy has become more conservative, with a focus on targeted measures rather than broad-based fiscal stimulus [8][9]. Manufacturing Sector Focus - Despite calls for a shift towards consumer-driven growth, the Chinese government continues to prioritize the development of the manufacturing sector, viewing it as a key driver of economic growth [10][11]. - China's manufacturing sector remains robust, with significant global market share and competitive advantages in production costs [11]. Economic Rebalancing - The long-term direction for China's economy is to shift towards domestic demand and household consumption, with potential reforms aimed at enhancing consumer spending and social security systems [12][13].

江苏 Jiang Su 6月17日，市民正在江苏省五台山体育中心附近的体育用品商店内，选购球衣、球鞋等商品。随着"苏超"走红，相 关文创产品、体育用品销量明显增长。 陈俨 摄 视觉江苏网供图 国内 Domestic 为持续提升农村供水保障能力，今年国家再支持60个县域开展小型引调水项目建设，江苏省淮安市淮安区农 村供水管网建设工程、邳州市农村供水管网互通工程、盐城市大丰区农村供水输配水工程等3个小型引调水 项目成功入选。中央财政实行奖补结合机制，对每个选定项目补助8000万元，3个项目共补助2.4亿元，分两 年安排，近期已下达第一批中央补助1.21亿元。 6月17日，为引导金融与产业深度融合，破解工业软件企业"融资难、融资贵、融资慢"等问题， "2025科技 产业金融对接活动（工业软件方向）"在南京举行。北京证券交易所等国家级金融平台深度参与此次对接活 动，围绕企业融资需求开展精准对接，并特设"北交所上市要求解读"及企业经验分享环节，为成长型企业提 供资本规划与实操指导。 国家外汇管理局副局长、新闻发言人李斌表示，5月份，境内外汇供求总体平衡，外汇市场运行平稳。5月份 企业、个人等非银行部门跨境资金净流入33 ...

中国是全球绿色公共交通、特别是电动化交通的引领者，已在百余座城市成功实现公共交通100%零排 放，其中绝大多数是电动公交，构建起覆盖全产业链的技术体系与运营经验。近年来，在"一带一路"倡 议下，中国企业凭借持续的技术创新、完善的产供链体系、优质的服务能力，积极参与智利公共交通电 动化进程，助力智利加速能源转型，得到智利社会与民众的认可。未来，中方愿秉持开放、合作、共赢 的理念，充分发挥技术、产业、金融等方面优势，继续推动中国企业在清洁能源、电动汽车产业等领域 与阿塔卡马大区、与科皮亚波市开展更多高水平务实合作，为可持续交通发展注入强劲动力。 还需要强调，电动交通使用大量的铜和锂，这也将给智利带来更大收益。可以说，中国和智利是矿业和 电动公交领域的天然合作伙伴和利益共同体，两国加大在这些领域的合作，也是对应对气候变化、保护 人类共同家园的重要贡献。 科皮亚波市希望成为南美首个实现公共交通100%电动化的城市，您与阿塔卡马大区政府举行了会谈， 在这一目标中中国将扮演什么角色？ 答：科皮亚波市致力于成为南美首个实现公共交通100%电动化的城市，这一目标高度契合全球绿色低 碳发展趋势和智利政府能源发展转型，彰显了城市 ...

Core Viewpoint - The global electric vehicle market is entering a highly competitive phase, with Polestar receiving a significant $200 million investment from PSD Investment, which will support its product development, technological innovation, and market expansion [1][3]. Investment Details - Polestar has sold approximately 190.5 million new Class A American Depositary Shares (ADS) at $1.05 per share to PSD Investment, which is controlled by Li Shufu and already a shareholder of Polestar [1][3]. - After the transaction, Li Shufu will hold 66% of Polestar through PSD Investment and Geely's Swedish subsidiary, while Volvo's stake will decrease from 18% to 16% [3]. Market Positioning - Polestar aims to establish itself as a high-end electric vehicle brand focused on performance and design, differentiating itself from competitors that emphasize technology or cost-effectiveness [3][5]. - The brand faces intense competition from Tesla, traditional luxury brands like BMW and Mercedes, and domestic Chinese electric vehicle manufacturers [5][6]. Competitive Challenges - Tesla's Model 3 and Model Y dominate the market with strong brand loyalty and cost advantages, while traditional luxury brands are accelerating their electric transitions [5][6]. - Polestar's close relationship with Volvo may blur its brand identity, making it crucial to communicate its unique value proposition effectively [6][9]. Financial Health - Polestar's financial situation is concerning, with a projected global retail sales decline from 54,600 units in 2023 to 44,458 units in 2024, representing an 18% decrease [8]. - Revenue for the first three quarters of 2024 is expected to be $1.457 billion, down 21% from $1.846 billion in the same period of 2023, with a net loss of $863 million [8][9]. Strategic Importance of Funding - The $200 million funding is critical for Polestar to enhance brand awareness, strengthen marketing communication, and support the launch of new models like Polestar 3 and Polestar 4 [6][9]. - This financing is seen as a lifeline rather than a long-term solution, as Polestar must quickly improve its cash flow and gross margins to avoid a cycle of continuous fundraising [9][10]. Product Strategy - Polestar's product strategy includes a comprehensive lineup from the now-discontinued Polestar 1 to the upcoming Polestar 3 and Polestar 4, but it currently lacks a competitive edge in core electric vehicle technologies [12][13]. - The brand's reliance on the Polestar 2 model has made it vulnerable, especially in the Chinese market where it struggles to gain traction [12][13]. Market Environment - The global electric vehicle market is experiencing a slowdown in growth, with a shift from policy-driven to product-driven demand, leading to increased competition and price wars [13][15]. - Polestar is sensitive to global trade dynamics, including EU investigations into Chinese electric vehicles and US-China trade tensions, which could impact its global strategy [15][16]. Conclusion - The $200 million investment is a crucial step for Polestar, providing necessary resources to navigate a challenging market landscape, but it is not a guarantee of success [16].