有最新报告指出，特朗普正努力推翻支持电动车的相关政策，这将可能让美国在未来几年在电动车发展上落后。 周三，彭博新能源财经（BNEF）发布报告表示，特朗普政府对电动车政策的全面推翻正将美国推向一个尴尬境地—— 美国在电动车普及率方面不仅将落后于 中国和欧洲，甚至可能直到2040年都无法达到全球平均采用率。 由于美国政策倒退，这家研究机构首次同时下调了美国近期和长期电动车展望， 将2030年前的电池动力汽车销售预测削减了1400万辆。 美国电动车市场或沦为全球落后者 BNEF的预测假设是，美国将恢复到特朗普上任第一任期时的汽车燃油和尾气排放标准，并且大多数电动车在今年之后将无法再享受最高7500美元的购车税收 补贴。 加州诉讼成关键变数 更大的不确定性来自州级政策的命运。如果美国最终还取消州一级制定更严格清洁空气法规的豁免权（特别是加州主导的政策），那么电动车销量的前景将进 一步恶化。 加州总检察长Rob Bonta已经联合多个州提起诉讼，反对联邦政府废除州政策的决定。 BNEF警告称： "如果取消加州豁免权的尝试成功，将严重打击加州的电动车销量。而由于加州在全美电动车市场中占据重要地位，这将波及整个美国的电动车 ...

金十数据6月19日讯， 汇丰环球研究发报告指，中国电动车价格和销量面临挑战，主要受需求冷淡和消 费交易下降所致。因近期新车上市价格普遍低于预售价格，又因夏季通常为淡季，因此该行预期未来几 个月中国电动车的价格环境可能仍会受压。其次，中国电动车正在进行产业整合，故有短暂的波动性。 另外，由於原始设备制造商付款周期缩短，供应商将因此受惠。汇丰见业界定价和产量面临更多挑战， 相对於原始设备制造商，更为青睐稳健的供应商，包括福耀玻璃(03606.HK)、 宁德时代(03750.HK)和拓 普。 汇丰：中国电动车价格和销量面临挑战 未来几个月价格仍会受压 ...

Group 1 - The "trade-in" policy has expanded this year, covering more product categories and stimulating consumer demand for home appliances, mobile phones, and smart wearable devices [1][2] - Retail sales of home appliances and audio-visual equipment increased by 53% year-on-year in May, while communication equipment sales rose by 33%, indicating a strong impact from the trade-in policy [1][2] - The sales of smart devices, particularly smartwatches, have seen significant growth, with an overall increase of 54% and smartwatches alone achieving an 80% year-on-year increase [2][3] Group 2 - Companies are adapting to the trend of consumption structure upgrades by launching products that meet consumer demands, such as large-screen TVs and smart refrigerators [3][4] - The market for quality products is growing, with companies like Hisense achieving top sales in 4K projectors on platforms like JD.com, reflecting consumer preference for high-quality and health-oriented products [3] - There is a call for companies to increase investment in product research and innovation to align with policy directions and consumer needs, enhancing market competitiveness [4][5]

Core Viewpoint - The article highlights the overwhelming popularity of the Yadea Crown S series, which has become a benchmark in the electric mobility sector, driven by its exceptional performance and user-centric design [1][12]. Group 1: Sales Performance - The Yadea Crown S series has experienced a sales frenzy, with reports of stores selling out immediately upon arrival, indicating a demand comparable to that of the "Super League" [3]. - The series has garnered widespread recognition and praise from consumers globally, with customers eagerly waiting to purchase the new models [3][6]. Group 2: User Engagement and Feedback - Social media buzz around the Crown S series has been significant, with users sharing their positive experiences and excitement about the product, contributing to a snowball effect in word-of-mouth marketing [6]. - The series has sparked discussions online regarding its long battery life and robust performance, further enhancing its appeal [6]. Group 3: Product Features and Innovations - Yadea has identified three primary user needs for long-range capabilities: sustained long-range, strong power with long-range, and low-temperature endurance, leading to the development of various models within the Crown S series [7][8]. - The Crown S series includes models like the Crown S White Shark 90 and 100, which are designed to meet diverse long-range requirements while also promising a three-year battery durability guarantee [8][12]. Group 4: Market Positioning and Strategy - The global success of the Crown S series reflects Yadea's commitment to a user-centered approach, showcasing the strong demand for high-quality and high-performance electric mobility solutions in the market [12]. - As the green transition accelerates, Yadea aims to leverage its technological expertise and understanding of consumer pain points to lead industry upgrades [12][13].

据知名产业媒体rest of world及非洲当地媒体报道，传音控股（下称传音）已成立出行事业部，探索两轮电动车等相关业务。消息人士透露，传音目前正 在把两轮车电动迅速在非洲和另外的发展中国家铺开。 据公开的招聘信息显示，招聘的岗位包括出行业务合伙人以及出行业务国家负责人（驻科特迪瓦），招聘信息显示，起国家出行业务负责人的薪资区间为 月薪3-6万元，而出行业务合伙人的薪资区间为月薪5-8万元。 报道称，传音于2022年内部成立了出行事业部，孵化了独立的两轮电动车品牌"Revoo"，并以"TankVolt"作为产品品牌推出电动两轮车和三轮车。首批 TankVolt电动两轮车于 2023年在乌干达亮相。此后两年内，传音将这一业务迅速扩展至尼日利亚、肯尼亚、坦桑尼亚等国。 凭借强大的制造供应链和非洲渠道网络，传音TankVolt已跻身非洲电动车销量前三名。传音的策略是在深圳工厂生产高性价比车型（约1500美元），通过 当地分销商和融资伙伴销售，并提供电池租赁等增值服务。 2024年，传音实现营收687亿元，净利润55.49亿元。截至发稿时，传音市值为876亿元。 非洲的电动车市场，究竟有哪些机会？（下文中，电动车特 ...

有最新报告指出，特朗普正努力推翻支持电动车的相关政策，这将可能让美国在未来几年在电动车发展 上落后。 周三，彭博新能源财经（BNEF）发布报告表示，特朗普政府对电动车政策的全面推翻正将美国推向一 个尴尬境地——美国在电动车普及率方面不仅将落后于中国和欧洲，甚至可能直到2040年都无法达到全 球平均采用率。 由于美国政策倒退，这家研究机构首次同时下调了美国近期和长期电动车展望，将2030年前的电池动力 汽车销售预测削减了1400万辆。 BNEF警告称： "如果取消加州豁免权的尝试成功，将严重打击加州的电动车销量。而由于加州在全美电动 车市场中占据重要地位，这将波及整个美国的电动车销售。" "如果在取消需求侧补贴（如购车抵免）的同时，又撤销供给侧的强制要求（如车企电动车 比例），那么美国的电动车销量将会大幅下滑。" 特朗普在1月重返白宫首日即下令取消电动车补贴和其他扶持措施。其政府和共和党控制的国会正积极 响应这一指令，着手放宽国家燃油经济性标准、逐步取消电动车税收抵免，并剥夺加州制定自身排放限 制的能力。 BNEF的预测假设是，美国将恢复到特朗普上任第一任期时的汽车燃油和尾气排放标准，并且大多数电 动车在今年之 ...

Group 1 - The Hong Kong government aims to enhance charging infrastructure for electric vehicles (EVs) through various measures, including a HKD 3.5 billion funding program to assist existing residential buildings in installing EV charging facilities, with an expectation of over 200,000 parking spaces equipped by mid-2027 [1] - The government has set a target to reduce carbon emissions by 50% from 2005 levels by 2035, as part of the "Hong Kong Climate Action Blueprint 2050," which includes strategies for "net-zero power generation," "energy-efficient buildings," "green transportation," and "waste reduction" [1] - The government plans to review the climate action blueprint every five years in line with the Paris Agreement, with the next review results expected in 2026 [1] Group 2 - The government aims to improve the overall energy performance of government buildings and infrastructure by over 6% compared to the 2019-19 baseline by the 2024-25 fiscal year, having already achieved a 5.3% improvement by the 2022-23 fiscal year [2] - A three-year energy and carbon audit has been conducted for approximately 250 government buildings to identify energy management and carbon management opportunities [2] - The "2025 Building Energy Efficiency (Amendment) Bill" has been passed and will come into effect in September 2026, requiring most government buildings to undergo regular energy audits [2] Group 3 - The Hong Kong government has implemented a new arrangement allowing companies to use an implied consent mechanism to publish communications to shareholders online, promoting paperless communication [3] - The "Green Hong Kong Carbon Audit" initiative has over 140 participating organizations, including property management companies, universities, and non-profit organizations, to support greenhouse gas emission reduction [3] - The number of electric vehicles in Hong Kong has increased significantly from approximately 14,000 five years ago to about 110,000 by the end of last year, with around 70% of newly registered private cars being electric [3] Group 4 - The government has outlined measures to expand the public charging network for electric vehicles, including converting gas stations into fast charging stations and opening bus depot charging stations [4] - A HKD 300 million incentive program is set to provide 3,000 fast charging stations by the end of 2028, supporting an additional 160,000 electric vehicles [4] - The incentive program is expected to be launched in the next one to two months [4]

Core Viewpoint - Transsion Holdings (688036.SH) is establishing a mobility division to explore two-wheeled electric vehicle (EV) business, targeting markets in Africa and other developing countries [1][2]. Group 1: Business Development - The two-wheeled electric vehicle business has been incubated internally for nearly three years, with project testing conducted in South Asia and Africa [2]. - Transsion is actively recruiting for various positions related to the mobility business in countries like Nigeria, Côte d'Ivoire, and Colombia, indicating a strategic push into this sector [2][3]. - Revoo, an independent electric motorcycle brand under Transsion, offers a range of models including Revoo A11, A12, C32, C32 Pro, and E52 [3]. Group 2: Financial Performance - In Q1, Transsion reported revenue of 13.004 billion yuan, a year-on-year decline of 25.45%, and a net profit of 490 million yuan, down 69.87% [4]. - The decline in performance is attributed to increased market competition and supply chain costs, with competitors like Xiaomi intensifying their presence in the African market [5][6]. - Despite a 5% year-on-year drop in shipment volume to 9 million units, Transsion maintains a 47% market share, although competitors like Xiaomi, OPPO, and Honor have seen significant growth in their shipments [6].

Group 1 - The smart lawn mower market is entering a competitive phase, requiring companies to have strong funding, technology, and team capabilities [2] - Chinese battery manufacturers are facing increased competition from Japanese and Korean companies as they expand into Europe [3] - Babycare's CEO emphasizes the importance of determination and patience in international expansion, despite the potential for success in the Chinese market [4] Group 2 - Nvidia's CEO Huang Renxun commented on Ren Zhengfei's remarks, highlighting that while Nvidia's technology is advanced, China's energy resources allow for effective use of more chips [5] - JD Logistics plans to adopt a self-operated model in Saudi Arabia, marking its first self-operated logistics network overseas [5] - Transsion Holdings has established a mobility division to explore the electric two-wheeler market in Africa and other developing countries [6][7] Group 3 - WeRide has signed a partnership with Uber and Dubai's RTA to deploy commercial Robotaxi services in Dubai, with plans for fully autonomous operations by Q1 2026 [7] - Pop Mart has temporarily suspended offline sales of LABUBU plush toys in South Korea due to safety concerns [7] - Ant Group's international arm released its first sustainability report, covering services that connect over 100 million merchants globally [8] Group 4 - Hong Kong Stock Exchange's CEO stated that simultaneous listings of Greater Bay Area companies in Hong Kong and Shenzhen will not dilute market liquidity [9] - Thailand's Commerce Minister expressed confidence in negotiating a reduction of US tariffs to 10% [9]

日前，有消息称传音控股已成立出行事业部，探索两轮电动车等相关业务，传音控股目前正在把两轮电 动车迅速在非洲和另外的发展中国家铺开。6月16日，新京报贝壳财经记者从接近传音控股知情人士获 悉，两轮电动车业务是传音控股内部孵化的一个项目，已经发展了近3年的时间，一直在南亚和非洲两 个项目做测试，此前也尝试过在其他地区测试，但因为整个研发和本地生产上存在一定难度，因此放弃 了该地区的测试。记者对此向传音控股进行求证，传音控股未予置评。(贝壳财经) ...