I visited the original Tesla Rome Sales & Service center.It’s be consolidated into a new location. https://t.co/9YfRNxaNAaTesla Owners Silicon Valley (@teslaownersSV):Visited the Tesla Rome Sales & Service center @TeslaOwnersIT @teslaeurope https://t.co/9z5spXKjr0 ...

Group 1 - The article suggests that despite negative coverage surrounding Tesla's Q2 report, there are significant takeaways indicating potential for future stock price appreciation [1] - A notable point is the $3 billion decline mentioned, which may have implications for the company's financial health and market perception [1] Group 2 - The author expresses a keen interest in studying market dynamics, company growth, and long-term investment value, indicating a focus on fundamental analysis [1]

Core Viewpoint - Recent organized malicious attacks against Li Auto and its owners have been identified, with evidence of a coordinated effort to discredit the brand and its customers [1][3][4] Group 1: Malicious Activities - Numerous instances of Li Auto owners engaging in improper driving behaviors have been reported, leading to public outcry [1] - A screenshot from a chat group revealed a scheme where individuals were paid to document and report on Li Auto owners' misconduct, with payments of 5 yuan per image and 1.5 yuan per comment [2] - Li Auto has confirmed the existence of organized accounts and marketing entities that continuously post false content across various platforms, indicating a high frequency of posts even during late hours [3] Group 2: Company Response - Li Auto has received extensive feedback from its owners regarding these organized attacks and is taking immediate action to protect their rights [2][4] - The company has collected evidence of these malicious activities and is pursuing legal action through platform complaints, civil lawsuits, and criminal reports [3][4] - Li Auto encourages affected owners to provide additional information to assist in reporting the malicious content and emphasizes its commitment to defending their rights [4]

Core Viewpoint - The Next P7 was unveiled with features such as dual-chamber suspension, Ultra (Turing chip) intelligent driving, and a maximum range of 820 km. The pricing will be announced at the end of August, with a formal launch to follow [1]. Group 1: Product Features - The Next P7 has dimensions of 5017*1970*1427 mm, making it longer and wider than the current P7, but lower in height. The design emphasizes a futuristic feel rather than luxury [1]. - The vehicle features a dual-motor version that can accelerate from 0 to 100 km/h in 3.9 seconds [1]. Group 2: Design Perspective - The design of The Next P7 is described as original and futuristic, aiming to inherit the low stance and overall proportions of the previous model while innovating on its appearance. The design reflects the brand's attitude of being bold and different [1]. Group 3: Sales Outlook - The sales performance of The Next P7 will largely depend on its pricing, which is expected to be in the range of 250,000 to 300,000 yuan. The pre-sale has started, but the price has not yet been disclosed. Monthly sales are projected to reach 3,000 to 4,000 units [1].

公示期限为自2025年8月6日至2025年8月11日。对评标结果有异议者，可以公示期内以书面 形式向招标代理机构提出。根据此前招标公告，该项目计划采购公交车447辆，预算金额为 32288万元。从本次公示结果来看，将最终诞生一家中标企业。三家中标候选人，最终谁将拿 下这一超级大单呢？ 福州公交集团2025年公交车采购项目中标候选人公示 内容: 一、项目基本情况 8月6日，福州公交集团2025年公交车采购项目中标候选人公示发布。公示显示，中标候选人 有三家，第一名为厦门金龙旅行车有限公司，投标总价322554100元（约32255.4万元）； 第二名为金龙联合汽车工业（苏州）有限公司，投标总价为322772200元（约32277.2万 元）；第三名为福建省一禄通特种车有限公司，投标总价为322300600元（约32230.1万 元）。 招标编号:KTZBG-2025077 项目名称:福州公交集团2025年公交车采购项目 二、项目废标/流标的原因 / 三、其他补充事宜 | 合同包 | 项目名称 | 排序 | 中标候选人名称 | 投标总价(元) | | --- | --- | --- | --- | --- | | ...

Core Viewpoint - Li Auto has reported a surge in misleading negative information targeting its vehicle owners across various online platforms, which has severely impacted the company's user image and caused significant disruption to the lives of its customers [2][5]. Group 1: Legal Actions and Company Response - The company has confirmed that the negative information has been continuously and intensively published across multiple platforms, indicating organized illegal activities [5]. - On August 3, for instance, one platform alone saw 45 identical posts related to Li Auto owners within a span of just seven hours, showcasing the coordinated nature of the attacks [5]. - Li Auto has vowed to take all necessary legal actions, including filing complaints, civil lawsuits, and criminal reports, to protect the rights of its users and the company [5][7]. Group 2: Evidence of Organized Malicious Activities - Evidence has emerged of a "black production workshop" where individuals are paid to collect and disseminate negative content about Li Auto, with specific pricing for different types of content [7]. - The pricing structure includes 5 yuan for a photo of improper parking and 8 yuan for a video, while malicious text comments are priced at 1.5 yuan each, increasing to 2 yuan for comments with images [7]. Group 3: Market Reaction - Following these developments, Li Auto's stock has seen a decline, with a nearly 2% drop in Hong Kong and over a 5% drop in the U.S. market [8].

Differing interpretations of tariff-stacking in the US-Japan trade deal came to the fore on Thursday, as Japan’s chief negotiator visits Washington to press for follow-through on a pledge to cut a levy on car imports to 15% https://t.co/EA11AOpv4w ...

Core Viewpoint - The new Xiaopeng P7 has been launched with three versions, all labeled as "Ultra," showcasing significant advancements in design, performance, and technology [2][3][6]. Group 1: Product Features - The new Xiaopeng P7 includes three models: 702km long-range version, 820km ultra-long-range version, and 750km high-performance version, all equipped with dual-chamber air suspension [2]. - The design philosophy of the new P7 emphasizes a blend of technology and art, featuring a low drag coefficient of 0.201Cd and a width-to-height ratio of 1.40, enhancing its sporty appearance [4]. - The vehicle's performance is highlighted by a 0-100 km/h acceleration in the 3-second range, supported by a low center of gravity and wide tires [4]. Group 2: Technological Advancements - The new P7 is equipped with an all-domain 800V high-voltage architecture and 5C supercharging AI battery, allowing for a charging efficiency that enables 525km range in just 10 minutes, with a maximum range of 820km [6]. - It features three Turing AI chips providing 2250TOPS computing power, enabling full local deployment of intelligent driving and cabin functions, enhancing data security and response speed [6]. Group 3: Market Performance - Xiaopeng Motors has seen a significant increase in deliveries, with 233,900 vehicles delivered in the first half of the year, representing a 270% year-on-year growth, and a record monthly delivery of 36,700 vehicles in July [7]. - The company aims to achieve a sales target of 350,000 vehicles for the year, with a current completion rate of 66.8% [7]. - The CEO emphasized a shift from the initial market enlightenment phase to a second phase focused on deep technological iterations, indicating a strategic long-term vision rather than short-term sales spikes [7].

Hyundai and GM plan to jointly develop five vehicles that will hit the market in 2028, deepening the automakers' strategic ties following intensifying competition from China https://t.co/PCk2fJdyhZ ...

Financial Data and Key Metrics Changes - The company achieved record sales and adjusted EBITDA for Q3 2025, with adjusted EBITDA at $58 million, a 20% increase compared to the previous year [10][23][26] - Revenue for Q3 reached $398 million, which is $65 million or 20% higher than the prior year [11][23] - Free cash flow for the quarter was $52 million, significantly higher than the previous year [23][30] - The company raised its full-year guidance for adjusted EBITDA to $210 million, reflecting a 14.5% margin [33][42] Business Line Data and Key Metrics Changes - The company sold 2,467 buses in Q3, marking a 15% increase year-over-year [23] - Electric vehicle (EV) sales reached a record 271 units, which is 33% higher than the previous year [25][26] - Parts revenue remained flat at $26 million year-over-year [26] Market Data and Key Metrics Changes - The backlog at the end of Q3 was nearly 4,000 units, indicating a slight decrease due to tariff uncertainties [24][25] - The average selling price for buses increased by approximately $7,700 per unit compared to the previous quarter [14][26] - The company noted that the fleet is aging, leading to a heavy replacement cycle, which is expected to drive future demand [13][54] Company Strategy and Development Direction - The company is focusing on enhancing its manufacturing strategy, including automation and production efficiency improvements [6][9] - Investment in differentiated products and features is planned to drive top-line growth [9][10] - The company aims to maintain a competitive edge in alternative-powered vehicles, particularly in the EV segment [7][36] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the long-term outlook for EVs, despite current demand softening due to tariff uncertainties [7][16] - The company is well-positioned to navigate tariff impacts to achieve a margin-neutral outcome [10][90] - Management believes the current order drop is temporary and expects a pickup in orders as tariff uncertainties stabilize [54][90] Other Important Information - The company has initiated production at its new MicroBird plant, which will double small bus capacity [18][19] - A new share repurchase program of up to $100 million has been approved, reflecting strong cash flow generation [32][45] - The company is also working on a new commercial chassis, expected to enter production in 2026 [20][21] Q&A Session Summary Question: Order and backlog commentary - Management noted that the drop in backlog was consistent with industry trends and attributed it to tariff uncertainties, which are expected to stabilize [50][52][54] Question: Operational improvements and margin sustainability - Management confirmed that operational improvements have contributed to margin stability and that they are less sensitive to product mix changes [58][60] Question: EV sales visibility and backlog - The company has 500 EV units in backlog and projects to sell about 200 units in Q4, with additional opportunities expected from EPA funding [68][70] Question: Pricing strategy and market conditions - Management discussed their pricing strategy, emphasizing that tariffs are viewed as a tax and that customers understand the need for price adjustments [88][92] Question: Long-term growth outlook and chassis orders - Management highlighted that the new commercial chassis and MicroBird expansion will contribute to revenue growth and profitability [98][99]