首先需要明确的是，马斯克尚未在任何公开场合明确表示正式取消Model 2。 但据路透社6月3日的报道称，特斯拉首席执行官埃隆·马斯克否认平价电动车"Model 2"项目被取消的说法，正引发特 斯拉内部高层的不满与市场对其战略方向的质疑。路透社最新调查显示，尽管马斯克在社交平台上公开称"路透社在 撒谎"，但内部高管却表示，Model 2项目早已被叫停，公司战略已悄然从"颠覆性电动汽车"转向"人工智能驱动的机器 人出租车"。 这场关于战略调整的分歧，正在撕裂特斯拉内部，也加剧了外界对其未来走势的担忧。 从"颠覆"到"简化"： 马斯克的AI赌注 马斯克曾誓言打造一款售价2.5万美元、面向大众市场的电动车，为特斯拉带来下一个销量爆发点。但这款外界普遍称 为"Model 2"的车型，最终成为马斯克兴趣转移的牺牲品。 在马斯克的愿景中，Robotaxi将彻底改变出行模式，推动特斯拉超越传统制造业，进入高利润的服务型平台经济。他 曾公开表示，"真正决定特斯拉是市值数万亿的科技巨头，还是一文不值的车企的，是FSD（完全自动驾驶）。" 2024年，特斯拉将AI投资提至前所未有的高度——超100亿美元投入英伟达芯片、Dojo超级 ...

会议期间，凤凰网财经对话了阿联酋 BAGO 战略咨询公司（BAGO Strategy Consulting LLC）首席执行官巴迪尔·阿尔穆沙雷赫（Badir Almusharrekh），并就 中国企业出海阿联酋的现状与机遇、中阿在新能源与绿色技术领域的协同潜力等相关话题进行了深度交流。 在全球产业链深度重构与中国"双循环"战略协同推进的背景下，中国企业出海正迈向技术赋能与生态共建的新阶段。为助力中国科创企业开拓国际市场，由 北京国际技术交易联盟(NICTC)和金砖国家技术转移中心主办、P4中英精准医疗（北京）创新中心承办的"北京科技创新企业出海对接交流会"于2025年5月 30日在北京亦庄隆重举行。 本次活动聚焦生物医药、人工智能等前沿领域，特邀阿联酋、墨西哥、俄罗斯、南非等国家驻华机构代表、产业园区负责人及国际投资专家参会。通过政策 解读、案例分享、资源对接及企业路演四大板块，深度解析国际市场规则，分享实战经验，搭建高效合作通道。北京经济技术开发区科产局及商务金融局担 任指导单位，凤凰网作为特邀媒体协办单位，共同推动中国高新技术企业实现国际化突破。 巴迪尔强调，这些合作完美融合了中国的专业优势与阿联酋构建 ...

与此同时，马斯克宣布：6 月起交付自动驾驶版 Model Y。 马斯克昨天发帖称，特斯拉过去几天一直在德克萨斯州的奥斯汀公共街道测试自动驾驶版 Model Y 汽车，期间 "未发生任何事故"。 马斯克表示，该计划将比原计划提前一个月实施，预计在 6 月实现首次从工厂到客户的自主交付。 自助交付指的是特斯拉通过完全自动驾驶（FSD）技术使车辆自主完成从工厂到客户的运输过程， 这是其规模化应用自动驾驶技术的重要尝试。 美国法院叫停特朗普大部分进口关税。 在美国，国会立法确定总统权力边界，法院则能判定总统是否滥用权力。特朗普绕过国会、加征 10%"基准关税" 和更高的 "对等关税"，是靠 1977 年就颁布的《国际紧急经济权力法》，但该法主 要涉及贸易禁运和经济制裁。特朗普之前，没有美国总统靠它改变关税。现在，三名法官组成的小 组判定特朗普已经越权，要求行政部门在 10 日内撤回相关关税。但汽车关税等靠其他法案加征的 关税不受影响。 判决书中，法官认为无论从哪个角度分析，"任何认为《国际紧急经济权力法》赋予总统无限关税 权力的解读都是违宪的。" 法律专家说这判决还意味着美国政府需要偿还已经征收的关税。特朗普 政府则 ...

Core Viewpoint - The article discusses the shift in the electric vehicle (EV) battery market from nickel-cobalt-manganese (NMC) batteries to more cost-effective lithium iron phosphate (LFP) batteries, driven by automakers like General Motors (GM) aiming to reduce costs and appeal to a broader consumer base [1][2]. Group 1: Transition to LFP Batteries - General Motors is actively transitioning to LFP batteries to lower EV costs, with major suppliers LG Energy Solution and Samsung SDI planning to establish LFP production in the U.S. [1] - If LG Energy Solution and Samsung SDI can expedite their efforts, their factories may become the first LFP battery plants in the U.S., potentially ahead of Ford's collaboration with CATL [1][2]. - Samsung SDI's $3.5 billion joint venture with GM in Indiana is set to produce prismatic battery cells by 2027, with facilities being repurposed from NMC to LFP production [2]. Group 2: Cost Implications and Market Position - GM's transition to LFP batteries is expected to reduce the cost of the Silverado EV by up to $6,000 compared to NMC battery packs [3]. - Currently, several EV models, including entry-level Tesla Model 3 and Model Y, Ford Mustang Mach-E, and Rivian R1T and R1S, already utilize LFP battery packs [3]. Group 3: Future Battery Development - GM is also exploring a new battery chemistry called lithium manganese rich (LMR), which reduces the use of expensive nickel and cobalt while increasing manganese content, aiming for over 400 miles (approximately 643.74 kilometers) of range at a cost comparable to LFP batteries [4].

当前，全球经贸正面临着地缘政治不确定性的冲击。美国所谓"对等关税"政策给全球商界的可持续发展带来了诸多挑战。然而，全球经贸依然需要强大的、 完整的供应链作为支撑，全球化趋势不会因此中断，全球商界依然需要更加安全、稳定的供应链。 新京报贝壳财经：你已经在中国生活多年，你如何看待近年来中国经济发展的变化？ 近年来，中国已经形成了可助力世界经贸发展的强大供应链和制造能力，科技创新能力也在加速提升。与此同时，中国坚持对外开放，让中国在国际市场 的"朋友圈"越来越广泛。 世界商界如何看待中国经济发展前景？他们与中国是否会持续加强合作？为此，新京报贝壳财经记者采访了多位来自不同国家在华商会高管，诠释中国在全 球商界的重要性与影响力。 本次对话嘉宾为中国比利时商会副会长皮埃尔·米罗什尼科夫。 中国比利时商会副会长皮埃尔·米罗什尼科夫。受访者供图 近期，皮埃尔·米罗什尼科夫在接受新京报贝壳财经记者专访时表示，如果有一个词来形容近年来中国市场的变化，那就是"Amazing（太神奇了）"。这 种"神奇"源自中国城市、科技等多个方面的高速发展，也源自中国"尊重一切"的理念。 今年是中欧建交50周年。50年间，中欧经贸关系已发展为全 ...

Core Viewpoint - The completion of the China-ASEAN Free Trade Area 3.0 negotiations marks a significant step towards signing the upgraded protocol by the end of this year, aiming to foster a mutually beneficial cooperation model amidst unprecedented global trade challenges [1][2]. Group 1: Trade and Economic Cooperation - The China-ASEAN Free Trade Area 3.0 aims to counteract rising global trade protectionism and unilateralism, with 169 new trade restrictive measures reported by the WTO, affecting approximately $887.6 billion in goods trade [2]. - The trade value between China and ASEAN is projected to reach 6.99 trillion yuan in 2024, reflecting a growth of 9.0%, which constitutes 15.9% of China's total foreign trade [3]. - China and ASEAN have committed to enhancing supply chain connectivity, ensuring the free flow of key products and services, and improving infrastructure connectivity to stabilize regional supply chains [3]. Group 2: Market Integration and Consumer Protection - The combined population of China and ASEAN exceeds 2 billion, creating a significant internal market that is crucial for addressing external risks [4]. - In 2024, China's retail sales are expected to reach 48.8 trillion yuan, while ASEAN's consumer spending is projected to hit $2.2 trillion, highlighting the region's importance as a consumer market [4]. - New rules in the Free Trade Area 3.0 include online consumer protection and tourism consumer protection, aimed at optimizing the market environment and fostering new consumption patterns [4]. Group 3: Digital Economy and Innovation - China and ASEAN are enhancing digital economic cooperation by improving digital infrastructure and aligning standards for digital trade, which is essential for building an open innovation ecosystem [5]. - The collaboration in the digital economy is expected to empower ASEAN's manufacturing transformation and provide extensive market opportunities for digital technology applications [5]. Group 4: Green Economy and Sustainable Development - The Free Trade Area 3.0 emphasizes green economic cooperation, focusing on green trade, investment, and standards to promote sustainable energy and reduce carbon emissions [6]. - The partnership aims to create a mutually beneficial electric vehicle ecosystem, leveraging China's technological advantages to enhance regional automotive industry competitiveness [6]. Group 5: Inclusive and Practical Cooperation - The negotiations reflect a commitment to inclusive and practical economic cooperation, addressing development imbalances and supporting less developed ASEAN countries [7]. - China has maintained its position as ASEAN's largest trading partner for 16 consecutive years, while ASEAN has been China's largest trading partner for five years, indicating a resilient economic relationship [7].

Core Insights - Shanghai's foreign trade import and export value reached 1.4 trillion RMB in the first four months of the year, marking a 1% increase year-on-year, with exports valued at 629.02 billion RMB, up 13.8% [1][2] Group 1: Trade Performance - In April, Shanghai's import and export value hit 399.35 billion RMB, with both year-on-year and month-on-month growth exceeding 10%, achieving a historical high for the month [1] - Exports in April grew by 17.2% year-on-year, while imports increased by 8.1% [1] Group 2: New Product Categories - The emergence of new productive forces in Shanghai's foreign trade is characterized by four key trends: "Heavy," "Green," "Smart," and "Transform" [1][2] Heavy - Exports of shield machines and petrochemical machinery surged by 8.5 times and 35.3% respectively in the first four months, supporting infrastructure development in Belt and Road Initiative countries [1] Green - Exports of electric vehicles manufactured in Shanghai reached over 26 billion RMB, expanding to 104 countries and regions, with a 11-country increase from the previous year [1] - The export of energy storage batteries achieved a breakthrough of 1.62 billion RMB, marking a new growth area for Shanghai's foreign trade [1] Smart - Exports of CNC machine tools rose to 880 million RMB, reflecting a 31.5% increase [2] - The robotics industry in Shanghai is rapidly developing, with surgical robot exports increasing by 2.3 times, accounting for over 80% of the national total [2] Transform - Labor-intensive product exports reached 60.94 billion RMB, with a year-on-year growth of 9.2%, including significant increases in furniture, toys, and plastic products [2] - The export of competition and mountain bicycles grew by over 80% as they transitioned from mere transportation tools to sports equipment [2]

当地时间5月28日,美国白宫确认埃隆·马斯克将不再担任"政府效率部"负责人 127天的"仕途"就此止步但马斯克还有一个商业帝国 在政府效率部任职 特斯拉 的127天里 k财富(左轴) (法府西面面 电动汽车、储能设施 坦 主要业务 CEO 2004年加入 马斯克职位 · 14万人 。 员工数量 特斯拉市值缩水 个人净溶产 企业价值(2025年5月28日) -5630Z - 71 157 $11496亿 支持特朗普大选投入 $2.777 EBYCE 航天设备制造、太空运输 E 基建、隧道建设 创始人 董事长 CEO CTO 创始人 2016年创立 2002年创立 . 270 / 1.3万人 企业价值(2024年12月估算) 企业价值(2023年10月估算) 个人财富(2025年5月28日) $3500亿 第8804 S7047. 5 神经科技、脑机接口 | 人工智能研发、社交媒体 创始人 2023年创立 创始人 2016年创立 2025年3月收购X(原twitter) 500 A 1500人(x员工2800人) 企业价值(2025年5月估值) 企业价值(2025年5月估值) $90亿 $120017. ·201 ...

Group 1 - The article emphasizes the importance of unique competitive advantages for companies to survive and thrive in a highly competitive market [15] - Companies must adapt their strategies according to different market stages: being pioneers in empty markets, disruptors when competitors emerge, and striving to be unique in saturated markets [1][3][4] - The article outlines three competitive battlefields: the initial stage focuses on resource competition, the advanced stage on efficiency, and the top stage on irreplaceability [7][8][11] Group 2 - In the initial battlefield, companies often rely on resources such as capital and materials, leading to fierce competition and declining profits [7] - As competition intensifies, companies shift to improving efficiency through process optimization and cost reduction, but this can also lead to profit dilution [8] - In the top battlefield, companies that offer irreplaceable products or services dominate the market, exemplified by Tesla's technology and Apple's ecosystem [11]

Core Insights - China ranks first globally in the number of invention patents for electric vehicles, lithium batteries, and solar cells, showcasing its innovation capabilities in these sectors [1] - The export value of China's "new three items" (electric vehicles, lithium batteries, and solar cells) exceeded $47.7 billion from January to April this year, indicating strong market demand and resilience against protectionism [1] - The industry is undergoing quality upgrades, significantly impacting global manufacturing and leading the green transition [1] Group 1: Product and Technology Innovations - CATL, a leading battery manufacturer, recently went public in Hong Kong with an IPO expected to raise $4-5 billion, marking one of the largest IPOs in recent years [2] - The company has invested over 70 billion yuan in R&D over the past decade, with more than 43,000 patents, and has established six R&D centers globally [2] - Innovations in battery technology include the launch of a new battery capable of charging in 5 minutes and achieving a range of 520 kilometers, indicating a significant leap in performance [2][3] Group 2: Industry Growth and Market Dynamics - BYD has become a sales leader in seven countries and regions in Q1, leveraging its extensive database and R&D workforce to drive innovation [3] - Longi Green Energy's factory in Jiaxing has achieved remarkable efficiency, with production lines capable of producing a solar cell every 18 seconds, showcasing advancements in manufacturing technology [6] - The company has improved the efficiency of its solar cells, setting new world records for silicon-based solar cells [6] Group 3: Global Expansion and Competitive Landscape - Changan Automobile has successfully entered the European market, demonstrating the global competitiveness of Chinese automotive brands [8][9] - The company has established a factory in Thailand, marking a significant step in its international expansion strategy [9] - Chinese companies are increasingly focusing on high-value technology and innovation rather than price competition, enhancing their global market position [10] Group 4: Future Outlook and Strategic Positioning - The Chinese "new three items" are positioned to lead the global green transition, supported by technological breakthroughs and favorable policies [11] - The integration of AI, big data, and digital technologies is accelerating the transformation of the electric vehicle industry, contributing to its growth [8] - China's share of the global market for new energy passenger vehicles has risen to 67.7%, indicating its leadership in the green mobility sector [10]