Workflow
Autos
icon
Search documents
447辆公交车招标结果揭晓!谁将独揽3.2亿元大单?
第一商用车网· 2025-08-07 02:50
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) | | --- | --- | --- | --- | --- | | ...
警告!理想汽车回应“车主被大量抹黑”
证券时报· 2025-08-07 02:37
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].
X @Bloomberg
Bloomberg· 2025-08-07 01:40
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 ...
小鹏P7换代首秀:6分钟小订破万,何小鹏喊出「第二周期」
雷峰网· 2025-08-07 00:43
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].
X @Bloomberg
Bloomberg· 2025-08-06 23:09
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 ...
Blue Bird(BLBD) - 2025 Q3 - Earnings Call Transcript
2025-08-06 21:30
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]
Amazon's Zoox robotaxi unit clears regulatory hurdle, safety probe
CNBC· 2025-08-06 19:48
Core Insights - Amazon's Zoox robotaxi unit is increasing vehicle production at a new facility in Hayward, California, and has cleared a significant regulatory hurdle for self-driving robotaxis [1] - The National Highway Traffic Safety Administration (NHTSA) granted Zoox an exemption from certain requirements, marking a first for U.S.-built vehicles under an expanded program [1][2] - The NHTSA is closing a probe into Zoox's self-certification regarding federal safety standards, allowing the company to move forward with its autonomous vehicle initiatives [2] Regulatory Developments - NHTSA Chief Counsel Peter Simshauser stated that transportation innovators can expect expedited reviews and exemptions from Federal Motor Vehicle Safety Standards [2] - Zoox is required to remove any claims that its purpose-built vehicles meet all federal motor vehicle safety standards as part of the exemption process [2] - The Department of Transportation has expanded the exemption program to include domestically produced autonomous vehicles, which was previously limited to imported ones [3] Company Statements - Zoox expressed excitement about the new exemption process, indicating a desire to move past previous discussions and focus on future developments [3]
Tesla: Why I See It As An Undervalued Hyper-Growth Startup
Seeking Alpha· 2025-08-06 19:25
It’s morphing into an AI-robotics and energy company, which I believe will be two of the fastest-growing segments over the next decade.Tesla, Inc. (NASDAQ: TSLA ) is no longer just an EV company.This is a high-risk/high-reward opportunity, which is exactly what I look for in my YOLO portfolio.Joint the Pragmatic Investor today to get insight into stocks with high return potential.You will also get:- Weekly Macro newsletter- Access to the End of The World and YOLO portfolios- Trade Ideas- Weekly Video ...
Feds Greenlight Amazon's Zoox To Operate Robotaxis With No Steering Wheel Or Pedals
Forbes· 2025-08-06 19:10
A Zoox robotaxi testing in San FranciscoZooxZoox, the autonomous vehicle company owned by Amazon, has received approval from U.S. regulators to operate its purpose-built electric robotaxis that lack steering wheels, mirrors and conventional vehicle controls on public roads, a necessary step as it prepares to take on Alphabet’s Waymo.The National Highway Traffic Safety Administration said it granted Zoox the first-ever exemption from U.S. rules requiring the use of certain features as part of its expanded Au ...
Lucid Plans 2026 Midsize EV, Uber Robotaxi Launch But Near-Term Headwinds Linger
Benzinga· 2025-08-06 18:54
Core Insights - Lucid Group, Inc. reported disappointing Q2 results with revenue of $259.4 million, missing analyst estimates of $296.24 million, and a larger-than-expected adjusted loss of 24 cents per share compared to the forecasted loss of 21 cents [1] Group 1: Financial Performance - The company’s Q2 revenue was $259.4 million, falling short of the expected $296.24 million [1] - Lucid posted an adjusted loss of 24 cents per share, exceeding the forecasted loss of 21 cents [1] - The FY25 revenue estimate was lowered to approximately $1.41 billion from roughly $1.43 billion [5] Group 2: Analyst Ratings and Market Outlook - Cantor Fitzgerald analyst Andres Sheppard maintained a Neutral rating on Lucid, citing ongoing challenges such as supply constraints and negative gross margins [2] - The FY25 production estimate was revised down to 18,500 units from 20,000, reflecting updated company guidance [4] - The FY25 delivery estimate was also lowered to 16,650 from 17,000 to remain conservative [5] Group 3: Product and Market Developments - Lucid's Gravity SUV has shown strong vehicle performance, with daily orders nearly doubling since its debut [3] - The company plans to enter the robotaxi market with Uber in late 2026, which is expected to boost customer demand and margins [4] - A midsize platform launch is anticipated in the second half of 2026 [3]