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传高合汽车将复活,黎巴嫩公司注资7.2亿成立合资公司
Jin Rong Jie· 2025-05-22 09:43
多家媒体报道,此前爆雷的高合汽车即将复活。天眼查APP显示,5月22日,江苏高合汽车有限公司成 立,法定代表人为Jihad Mohammad,注册资本约1.43亿美元。新的高合汽车是一家合资公司,其中黎巴 嫩公司EV Electra Ltd.出资1亿美元(约合人民币7.2亿元),占股69.8%;华人运通(江苏)技术有限公 司出资4326.65万美元(约合人民币3.1亿元),占股30.2%。 据悉,这次充当高合汽车"白马王子"的EV Electra Ltd.是一家黎巴嫩电动汽车制造公司,成立于2017 年,总部位于黎巴嫩Khalde,在加拿大、意大利、德国、荷兰等多个国家设有分支机构。对于高合而 言,成立新公司,或许是其重启的希望。此外,EV Electra Ltd.的加入,或许可以帮助高合开辟国外市 场,进一步提升销量。不得不说,高合是幸运的,绝大多数爆雷的新势力车企几乎都没有翻身的可能, 高合却等来了新的投资人。不过即便复活,高合的前进道路依旧坎坷,如果不能提升销量早日盈利,极 有可能重蹈覆辙。 本文源自:金融界 作者:刘航 此前高合汽车因为资金链断裂,导致爆雷,其母公司华人运通(江苏)技术有限公司已于20 ...
马斯克:中国实力不一般,大多数人并不了解
Guan Cha Zhe Wang· 2025-05-22 06:47
【文/观察者网 刘程辉】当地时间5月20日,美国企业家马斯克接受美国消费者新闻与商业频道 (CNBC)采访,提及中美科技竞争时表示:中国拥有数量惊人的杰出人才,中国的实力不一般 (special),但身处中国之外的大多数人对此缺乏认知。 马斯克先谈到了人工智能(AI)发展的电力问题,认为中国发电能力远超美国。 "中国有许多已经建成和正在建设的发电厂,我们认为人们还没有意识到这一点,"马斯克提到他发布过 的一张两国发电量对比图,"中国的发电量看起来就像一枚火箭进入轨道,而美国的发电量却停滞不 前。" 他预测,到今年年底,中国的发电量将达到美国的2.5倍,而且有望达到美国的3到4倍。 马斯克接受CNBC记者采访 主持人随后把话题转向中美科技竞争:"有意思的是,在谈到中国时,我们会想到电动汽车、自动驾 驶、电池、太阳能发电,顺带一提,最近甚至还有生物技术。他们在某些重要领域是否领先我们?" 马斯克在回应时表示,美国在突破性创新方面仍然具有优势。 "但我想强调的是,中国拥有的杰出人才数量惊人,他们工作非常勤奋,中国人才规模之庞大令人震 惊。" 他说:"我很钦佩中国的实力。我觉得身处中国之外的大多数人都不清楚中国的实力 ...
马斯克:除非我死,5年内特斯拉CEO还是我
Sou Hu Cai Jing· 2025-05-22 05:48
Core Viewpoint - Elon Musk has committed to remaining CEO of Tesla for the next five years unless he dies, emphasizing the importance of maintaining control over the company rather than focusing on salary [2] Group 1: Political and Financial Implications - Musk's political contributions have negatively impacted Tesla's stock, with a reported loss of $3 for every $1 spent on political donations [4] - The company's stock price dropped 12% in one week following Musk's support for a losing conservative candidate in Wisconsin, leading to a consumer boycott [4] - Tesla's first-quarter net profit fell by 71%, attributed to Musk's political spending and the backlash from consumers [2][4] Group 2: Robotaxi Initiative - Tesla plans to launch a Robotaxi pilot program in Austin, Texas, with the first 10 Model Y vehicles set to operate without a human driver [7][8] - The company aims to expand the Robotaxi service to Los Angeles and San Francisco after the initial launch [7] - Safety measures include remote monitoring and a redundant braking system, as the FSD system has a higher error rate compared to human drivers [7][8] Group 3: Financial Strategy and Control - Tesla's cash flow turned negative for the first time since 2018, with a reported loss of $1.2 billion in the first quarter [11] - Musk plans to license the FSD system to traditional automakers, potentially generating $2 billion annually, and is considering a spin-off of Starlink to raise funds for autonomous driving development [11] - Musk currently holds 12.77% of Tesla's shares and aims to increase his voting power to 25%, requiring an investment of approximately $80 billion [11]
马斯克放话"除非死了"也要干特斯拉!押注机器人革命,这场豪赌能赢吗?
Sou Hu Cai Jing· 2025-05-22 00:36
2025年5月20日,卡塔尔经济论坛的镁光灯下,马斯克身着标志性黑色高领衫,对着镜头掷地有声:"未 来五年,我仍将执掌特斯拉——除非我死了。"这句近乎宣誓的宣言,瞬间引爆全球舆论场。在特斯拉 股价波动、欧洲市场暴跌、投资者信心动摇的关键时刻,马斯克似乎是在向世界宣告自己的决心。 五年之约,马斯克想来一场豪赌。这场豪赌的导火索,是特拉华州法院对马斯克560亿美元薪酬方案的 否决。法官凯瑟琳·麦考密克裁定,马斯克通过亲信控制董事会,导致股东利益受损。但戏剧性的是, 就在三天前,特斯拉刚刚任命新董事杰克·哈通,被外界解读为董事会试图平衡权力的信号。 "这不是钱的问题,而是当我们要制造数十亿个人形机器人时,必须确保公司方向不被干扰。"马斯克在 论坛上直言。他深知,自己的控制权与特斯拉的未来深度绑定——超过70%的投资者表示,正是因为他 的领导才选择投资特斯拉。而他的持股比例(25%)和个人影响力,让特拉华州法院的裁决沦为"法律 否决,实际掌权"的尴尬局面。 面对比亚迪530万辆年销量的碾压式反超,马斯克将特斯拉的未来押注在两大技术革命上:一是 Robotaxi,旨在重新定义汽车价值的"核武器"。6月底,得州奥斯汀街头 ...
美债突发!道指跌逾800点,黄金又涨了!
第一财经· 2025-05-21 23:34
本文字数:1240,阅读时长大约2分钟 作者 | 第一财经 樊志菁 周三,美股大幅下挫,因担心如果国会通过美国总统特朗普提出的减税法案,美国政府债务将膨胀数 万亿美元,美债收益率飙升。 三 大 股 指 均 创 近 一 个 月 最 大 跌 幅 , 道 指 跌 816.80 点 , 跌 幅 1.91% , 报 41860.44 点 , 纳 指 跌 1.41%,报18872.64点,标普500指数跌1.61%,报5844.61点。 自上周五穆迪下调美国主权信用评级以来,美债一直面临压力。周三,30年期国债的收益率回升至 5.09%,基准10年期国债收益率攀升11.5个基点至4.59%。与利率预期关联密切的2年期美债涨4.7 个基点至4.01%。 美国国债收益率飙升之前,对美国政府债务的需求减弱,对预算赤字的担忧日益加剧。当天,财政部 160亿美元20年期美国政府债券拍卖需求疲软,因为投资者正在监测该国财政轨迹的进展。 众议院规则委员会周三召开听证会,共和党人试图克服关于削减医疗补助计划和高成本州税收减免的 内部分歧。投资者也一直在关注特朗普减税提案的进展,以及该提案恶化美国预算赤字的可能性。上 周,评级机构穆迪下调 ...
马斯克持续采购英伟达、AMD芯片
Jing Ji Ri Bao· 2025-05-21 23:27
Group 1 - Elon Musk announced that Tesla and xAI will continue to purchase chips from Nvidia and AMD, and plans to build a facility with 1 million GPUs outside of Memphis [1] - xAI has already installed 200,000 GPUs at its Colossus factory in Memphis, but the exact number of chips ordered remains unspecified [1] - Musk predicts that AI will soon face power supply issues, with significant power shortages expected by mid-2026 as the industry scales up [1] Group 2 - Musk previously arranged for Nvidia to prioritize GPU shipments to xAI, allowing it to receive chips ahead of Tesla [2] - The Dojo supercomputer in Buffalo, New York, is being used for training Tesla's Autopilot and Optimus robot systems [2] - Musk plans to remain CEO of Tesla for the next five years, alleviating investor concerns about his focus on the company [2]
电车电池成主力,中国对欧直接投资:增长并“转向”
Huan Qiu Shi Bao· 2025-05-21 23:03
Group 1 - The report indicates that China's direct investment in the EU and the UK is expected to grow by 47% in 2024, reaching €10 billion, marking the first increase in seven years [1] - The recovery is driven by significant greenfield investments and stronger M&A activity, with greenfield investments increasing by 21% to a record €5.9 billion, accounting for 59% of China's total investment in Europe [1] - M&A investments have also improved, with a year-on-year increase of 114%, reaching €4.1 billion [1] Group 2 - Hungary has become a favored destination for Chinese investments, receiving 31% of China's direct investment in Europe in 2024, with four out of the top ten ongoing projects located there [2] - The rebound in investment signals an end to the declining trend of Chinese direct investment in Europe, with factors such as intensified domestic competition and increasing global market tensions contributing to this recovery [2] - However, the value of newly announced projects has dropped by 79% year-on-year to €3.1 billion, with three large projects being canceled, indicating potential challenges ahead [2] Group 3 - The report highlights that 24 EU member states have established foreign investment review mechanisms, and the EU is implementing a new regulation for mandatory reviews across more sectors [3] - Despite regulatory tightening, there is potential for short-term easing of tensions as some EU countries seek to avoid simultaneous trade conflicts with both China and the US [3] - Recent high-level meetings between Chinese officials and European business groups suggest a willingness to collaborate, as noted by the president of the China-EU Chamber of Commerce [3]
见证历史!比特币创新高
Zhong Guo Ji Jin Bao· 2025-05-21 16:13
Group 1: Bitcoin Market Performance - Bitcoin reached a historic high of $109,455.99, surpassing its previous record set on January 20 [3] - The surge in Bitcoin's price is attributed to regulatory advancements in stablecoin legislation in the U.S., which has garnered bipartisan support [5] - The proposed legislation includes stricter regulations on money laundering and consumer protection, ensuring compliance for both domestic and foreign issuers [5] - Bitcoin futures open interest on the Chicago Mercantile Exchange has increased by 23% from its low in April [5] - Approximately $3.6 billion has been injected into 12 Bitcoin ETFs in May [5] - Glassnode data indicates that non-liquid supply has reached a historical peak, suggesting that the current Bitcoin rally is driven by institutional inflows and macroeconomic improvements [6] - Bitcoin is projected to reach a new price plateau of $150,000 to $180,000 this year [6] Group 2: XPeng Motors Financial Performance - XPeng Motors' stock surged over 10% following the release of its first-quarter financial results, which exceeded market expectations [8][9] - The company reported revenue of 15.81 billion RMB, a year-on-year increase of 141.5%, surpassing the expected 15.1 billion RMB [10] - Net loss for the quarter was 660 million RMB, significantly lower than the anticipated loss of 1.4 billion RMB and a reduction from 1.37 billion RMB in the same period last year [10] - For the second quarter, XPeng expects revenue between 17.5 billion and 18.7 billion RMB, also above market expectations [12] - The company anticipates delivering between 102,000 and 108,000 vehicles in the second quarter, representing a year-on-year growth of approximately 237.7% to 257.5% [12] - In the first quarter, XPeng delivered 94,008 electric vehicles, a year-on-year increase of 330.8%, reclaiming the top position among new energy vehicle manufacturers [12] - XPeng's CEO expressed confidence in achieving over 100% growth in sales this year and aims for profitability by the fourth quarter [12][13]
税收收入增速年内首次转正,日本意外陷入贸易逆差 | 财经日日评
吴晓波频道· 2025-05-21 14:50
Group 1: Fiscal Revenue and Expenditure - In the first four months of the year, China's general public budget revenue was 80,616 billion yuan, a year-on-year decrease of 0.4%, which is an improvement from the first quarter's decline of 1.1% [1] - Tax revenue for the same period was 65,556 billion yuan, down 2.1%, but the decline narrowed by 1.4 percentage points compared to the first quarter. Notably, April saw a 1.9% year-on-year increase in tax revenue, marking the first positive growth this year [1] - General public budget expenditure reached 93,581 billion yuan, up 4.6% year-on-year, indicating a faster growth rate than revenue and completing 31.5% of the annual budget in the first four months, the fastest pace since 2020 [1][2] Group 2: China-ASEAN Free Trade Agreement - The negotiations for the China-ASEAN Free Trade Area 3.0 have been completed, which includes nine new chapters focusing on digital economy, green economy, and supply chain connectivity among others [3] - This agreement is expected to enhance the integration of production and supply chains between China and ASEAN, which are significant trade and investment partners [3][4] Group 3: China's Direct Investment in Europe - For the first time in seven years, China's direct investment in Europe has increased, driven by electric vehicle and battery projects in Hungary, with a 47% rise in total investment to 10 billion euros [5] - Major Chinese companies like CATL and Tencent are leading this investment, particularly in the electric vehicle supply chain [5][6] Group 4: Japan's Trade Deficit - Japan experienced a trade deficit of 115.8 billion yen in April, contrary to market expectations of a surplus, with exports growing by only 2% [7][8] - The trade tensions with the U.S. have negatively impacted Japan's exports, particularly in the automotive sector, which is crucial for its economy [8] Group 5: Bilibili's Financial Performance - Bilibili reported a revenue of 7 billion yuan in Q1 2025, a 24% year-on-year increase, with a net loss of 10.7 million yuan, narrowing by 99% compared to the previous year [13][14] - The gaming segment saw a significant revenue increase of 76%, primarily due to the performance of the exclusive game "Three Kingdoms: Strategizing the World" [13]
特斯拉终于着急了
虎嗅APP· 2025-05-21 13:44
以下文章来源于远川科技评论 ,作者徐珊珊 远川科技评论 . 刻画这个时代(的前沿科技) 本文来自微信公众号: 远川科技评论 (ID:kechuangych) ,作者:徐珊珊,编辑:李墨天,题图 来自:视觉中国 削减万亿政府开支的小目标尚未达成,特斯拉的业绩瘦身却疗效显著。马斯克宣布告别白宫前夕,特 斯拉交出史上最差季报:净利润暴跌71%,汽车收入同比骤降20%,陷入实质亏损状态。 去年,在大选中慷慨解囊的马斯克荣膺"第一兄弟",特斯拉在资本市场气势如虹,一度逼近全球汽车 制造商市值总和的一半。 但和"转型"同时出现的词,往往是"阵痛"。 失效的金手指 2015年2月,特斯拉财报不及预期,马斯克在电话会上劝投资机构"看长远":十年后,特斯拉的市值 会和现在的苹果持平[2]。 当时特斯拉市值"只有"250亿美元,而苹果刚成为首家市值突破7000亿美元的科技公司。十年后,特 斯拉市值超过1万亿美元,而且是跌下来的。 2015年,马斯克称特斯拉市值将在十年后达到7000亿美元 如何给特斯拉估值一直是美国资本市场最复杂最深奥的问题之一,2010年特斯拉上市时,马斯克就 打定主意与燃油车企划清界限:我们与苹果或谷歌的距离 ...