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X @Tesla Owners Silicon Valley
RT Esther Rebers (@EstherRebers)News:As to be expected.@Tesla is the top selling vehicle of Europe in June 2025.New Model Y sales are going well.Can’t wait for the future here in Europe.@teslaeurope @elonmusk https://t.co/8vQmMth8lm ...
我省上半年推广新能源汽车5.97万辆 在新增车辆中占比近六成
Hai Nan Ri Bao· 2025-08-03 02:18
截至6月底,全省新能源汽车保有量已达46.42万辆,占全省汽车保有量比例达21.2%,高出全国平 均水平10.9个百分点。继上海之后,我省成为第二个新能源汽车保有量突破20%的省级地区,这也标志 着我省新能源汽车市场进入"大众化"普及阶段。 我省还积极组织开展新能源汽车下乡活动。上半年,海口、乐东、万宁等市县举办5场新能源汽车 下乡活动,促进成交车辆约2100辆,带动新能源汽车消费约3.1亿元,激发农村地区汽车消费升级。 海南日报讯(海南日报全媒体记者 邵长春 通讯员 余欢 何晓明)海南日报全媒体记者从省工业和信 息化厅获悉,今年以来,我省新能源汽车推广延续良好态势,上半年推广新能源汽车5.97万辆,同比增 长12.3%,新能源汽车在新增车辆中占比59.6%,高出全国平均水平15.3个百分点。 下一步,省工信厅将继续发挥省新能源汽车推广联席会议办公室作用,督促各市县完成年度新能源 汽车推广目标,预计全年推广新能源汽车将超12万辆,保持我省新能源汽车市场渗透率、保有量占比继 续全国领先。 据悉,我省创新开展面向个人用户车辆的"免申快享"业务场景实践,上半年向2024—2025年度购买 新能源汽车的9.82万名车 ...
The ‘Big, Beautiful' Sleeper Catalyst That's Ready to Send These 5 Stocks Soaring
Investor Place· 2025-08-01 19:40
Markets love a good headline.A single press release can send stocks soaring. A tweet, a tariff, a central bank quip — they can all yank the S&P a few percent in one direction or another before lunchtime.Traders rush in, the algos pile on, and money changes hands completely by instinct.But just as quickly as the hype arrives, it fades. The trade unwinds and eventually what looked like a turning point turns out to be more noise as a new headline takes the old one’s place and the cycle repeats.And sometimes, t ...
X @Tesla Owners Silicon Valley
Tesla to Launch First Supercharging Station in Mumbai, IndiaGet up to 250 kW fast charging at ₹24/kWh and 11 kW AC charging at ₹14/kWh — Tesla’s India journey begins August 4 in BKC, Mumbai. https://t.co/vAvrn7UFG5 ...
Qualcomm CEO On Growth Opportunities Beyond Apple
Bloomberg Technology· 2025-07-31 19:09
You and I have discussed this so many times, the move into Iot and in particular automotive. So I thought that a good starting point would be to ask when smartphone and handset is no longer the majority of revenue and when that kind of tipping point or how close toward that tipping point is where your diversification efforts have shifted the business model. Very good.Ed, great talking to you. Look, I. I don't really understand what not to like about it.We have been consistently delivering what we said we're ...
Aeva(AEVA) - 2025 Q2 - Earnings Call Transcript
2025-07-31 18:00
Financial Data and Key Metrics Changes - Aeva has invested over $500 million in R&D, indicating a strong commitment to innovation and development [40] - The company is planning to double its production capacity to 200,000 units annually, reflecting growing commercial traction [18] Business Line Data and Key Metrics Changes - Aeva's FMCW LiDAR technology is gaining traction in automotive, manufacturing automation, and smart infrastructure, with significant production wins and collaborations announced [16][19] - The launch of new products like EVE 1D and 1V extends Aeva's platform to precision sensing for manufacturing automation, showcasing adaptability across different sectors [11][33] Market Data and Key Metrics Changes - Aeva identifies a total market opportunity of $80 billion across various verticals, including automotive, manufacturing, and smart infrastructure [15] - The company is seeing rapid adoption in manufacturing automation since entering the market, indicating a strong demand for its technology [12] Company Strategy and Development Direction - Aeva's strategy focuses on aligning with industry leaders for large-scale commercialization, emphasizing partnerships with companies like LG Innotech to accelerate market entry [14][38] - The company aims to lead the adoption of FMCW technology across multiple verticals, leveraging its unique technology platform to transform industries [19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in Aeva's ability to scale and meet the growing demand for automation and perception technologies, highlighting the importance of their proprietary technology [19][20] - The leadership team emphasized the significant revenue potential across various verticals, supported by strong customer partnerships and market demand [15][16] Other Important Information - Aeva has established a vertically integrated manufacturing line, which is crucial for maintaining quality and scalability [41] - The company holds a strong IP portfolio with over 245 patents granted, providing a competitive edge in the FMCW domain [39] Q&A Session Summary Question: What is the current status of Aeva's production programs? - Aeva is on track for significant production milestones, with a focus on scaling manufacturing capabilities to meet customer demand [84][86] Question: How does Aeva's technology compare to traditional LiDAR systems? - Aeva's FMCW technology offers advantages such as real-time velocity measurements, long-range detection, and immunity to sunlight, addressing limitations of time-of-flight systems [49][50] Question: What are the key market opportunities for Aeva's products? - The company sees substantial opportunities in automotive, manufacturing, and smart infrastructure, with a focus on delivering integrated solutions that enhance safety and efficiency [15][51]
X @Bloomberg
Bloomberg· 2025-07-31 16:36
Jaguar Land Rover CEO Adrian Mardell is leaving the maker of luxury sport utility vehicles, as it grapples with higher US tariffs and a controversial makeover of the Jaguar brand https://t.co/LDCliaYxK4 ...
ITT (ITT) - 2025 Q2 - Earnings Call Transcript
2025-07-31 13:30
Financial Data and Key Metrics Changes - In Q2 2025, the company reported $1 billion in orders, a 16% increase overall and a 13% increase organically, driven by strong performance across all businesses and acquisitions [7] - Quarterly revenue exceeded $970 million, reflecting a 7% total increase and a 4% organic increase, with all segments contributing [7][22] - Operating income grew more than twice the organic sales growth rate, and operating margin expanded over 100 basis points, excluding M&A impacts [7][13] - Adjusted EPS grew by 10% year-over-year, or 16% when excluding the impact of the WorldVerlin divestiture [7][25] - Free cash flow reached $214 million year-to-date, with a free cash flow margin of 14% in Q2 [7][26] Business Line Data and Key Metrics Changes - Industrial Process (IP) orders grew by 22%, with notable strength in Gulps Pumps and Svanohoi, where orders exceeded their full year 2024 revenue in the first half of 2025 [9][12] - Connect and Control (CCT) saw a 9% organic growth driven by Defense and Commercial Aerospace, with total orders increasing by 36% [10][22] - Motion Technologies (MT) reported a 7% organic growth, outperforming global auto production by over 500 basis points [24][12] - Overall, the company achieved a book-to-bill ratio of 1.1, resulting in an ending backlog of nearly $2 billion, up 34% year-over-year [12] Market Data and Key Metrics Changes - The automotive market showed a production increase of 2.6% in Q2, with expectations for the full year to be flat or slightly positive at around 90 million vehicles produced [41] - The company outperformed in all regions, including significant gains in China, Europe, and North America [42] Company Strategy and Development Direction - The company focuses on organic growth and margin expansion, complemented by strategic M&A activities [6][15] - The long-term financial targets include over 5% organic revenue growth and approximately 10% total growth annually, with margins expected to reach 23% by 2030 [20] - The company is actively pursuing acquisition targets, particularly in the $200 million to $400 million revenue range, to enhance its market position [76] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and raised the full-year adjusted EPS outlook to $6.45, reflecting a 10% growth compared to the previous year [15][30] - The company anticipates continued growth in the Project business, firm demand in Aerospace and Defense, and outperformance in Friction OE and Rail for the second half of the year [29] - Management noted that the economic environment remains less volatile, contributing to improved visibility for the second half of 2025 [29] Other Important Information - The company repurchased $500 million of its shares year-to-date, reducing the weighted average share count by 3% [8][26] - The company expects to deliver close to $500 million in free cash flow for the year, supported by strong operating income and improved working capital management [30] Q&A Session Summary Question: Thoughts on capital equipment and project hesitancy - Management noted strong order performance with only minor shifts in timing, indicating a healthy market environment [37][39] Question: Auto landscape outlook - The company expects flat or slightly positive production for the year, with significant outperformance across all regions and powertrains [41][42] Question: CCT orders growth and market share - CCT orders grew significantly, driven by defense and aerospace, with strong share gains noted [51][52] Question: FX impact on Motion Technologies margins - The depreciation of the dollar against the euro has created transaction impacts affecting margins, but overall performance remains strong [54] Question: Performance of Svanahoy - Svanahoy is expected to grow orders by over 20% for the full year, with strong execution and product differentiation driving success [62] Question: Pricing actions and tariff exposure - The company has reduced its tariff exposure estimate for 2025 and is implementing pricing actions to mitigate impacts [115][117] Question: M&A environment and deal activity - The company sees a fragmented market with opportunities for further acquisitions, particularly in flow-related sectors [120][121]
X @Bloomberg
Bloomberg· 2025-07-31 05:42
BMW’s profitability declined in the second quarter as lower sales in China and extra costs from Trump’s trade war weighed on the German luxury-car maker’s earnings https://t.co/ttHoboTVPq ...
GreenPower Provides Business Update and Reports Year-End Fiscal 2025 Results
Prnewswire· 2025-07-31 01:13
Webinar Scheduled for August 4, 2025 at 4:15 p.m. EST/1:15 p.m. PSTVANCOUVER, BC, July 30, 2025 /PRNewswire/ -- GreenPower Motor Company Inc. (Nasdaq: GP) (TSXV: GPV) ("GreenPower" and the "Company"), a leading manufacturer and distributor of all-electric, purpose-built, zero-emission medium and heavy-duty vehicles serving the cargo and delivery market, shuttle and transit space and school bus sector, today reported its year-end fiscal year 2025 results."Fiscal year 2025 was a transformative year for GreenP ...