| 4월23일 ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ 8 3 % ■ ■ ■ ■ ■ 8 .0 % ■ ■ ■ ■ 2 .0 % ■ | | --- | | 代码 | 名称 | | 最新价 | 涨跌额 | 脂跌幅 ▽ | | --- | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | ල | 5049.40 | +150.19 | 3.07% | | 800000 | 恒生指数 | | 22072.62 | +510.30 | 2.37% | | 800100 | 国企指数 | | 8116.28 | +165.49 | 2.08% | �� ������ �� | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅√ | | --- | --- | --- | --- | --- | --- | | 01810 | 小米集团-W | 0 | 47.450 | +3.050 | 6.87% | | 09988 | 阿里巴巴-W | | 116.000 | + ...

Economic Performance - In the first quarter, Beijing's GDP reached 12,159.9 billion yuan, with a year-on-year growth of 5.5%, continuing the upward trend since the fourth quarter of the previous year [1][3] - Fixed asset investment grew by 24% year-on-year, with significant contributions from effective investments in equipment and construction [3][4] Sector Contributions - The information service industry, financial sector, and industrial sector together accounted for over half of Beijing's GDP, contributing nearly 80% to economic growth [3][4] - The value added in the information service industry increased by 9.2%, while the financial sector grew by 8% and industrial output rose by 6.8% [3][4] Real Estate Market - New residential property sales in Beijing shifted from a decline of 1.2% last year to a growth of 6.2% in the first quarter, with pure commodity residential sales increasing by 23.7% [4][5] Innovation and New Industries - Over 70% of large and medium-sized enterprises in Beijing engaged in R&D activities, with R&D expenses rising by 5.5%, particularly in the new energy vehicle and electronics sectors [6][7] - The digital economy's value added grew by 8.3%, with core industries expanding by 9.7% [6] Employment and Consumer Confidence - The number of newly established enterprises in Beijing increased by 22% year-on-year, with the technology service sector accounting for nearly 40% of new businesses [7] - Consumer confidence is on the rise, supported by various policies aimed at stabilizing the economy [4][8]

国家统计局：一季度新能源汽车、3D打印设备、工业机器人产品产量同比分别增长45.4%、44.9%、 26.0%。 ...

Industry Information - The former Vice Minister of Industry and Information Technology, Su Bo, suggested that the current fuel vehicle capacity is largely underutilized and recommended mergers and restructuring of fuel vehicle companies to add new energy capacity [4][19] - The latest collision test results from China Insurance Research Institute show that the AITO M9 received the highest rating among historical test models [4] - The Ministry of Commerce reported that as of March 24, the total number of applications for vehicle trade-ins exceeded 1.5 million [12] - The State Council Development Research Center predicts that new energy vehicle sales are expected to reach 17 million units this year, with a market share of nearly 58% for new energy passenger vehicles [19] Policy Information - Hunan aims for new energy passenger vehicles to account for over 40% of total sales by 2025, with over 500,000 charging piles to be built [4] - The Ministry of Finance, Ministry of Industry and Information Technology, and Ministry of Transport announced support for 75 pilot counties to improve charging and swapping facilities by 2025 [18] Company Information - Xpeng Motors has changed its name to include "Group" in its title, indicating a broader business scope [26] - BYD plans to install nearly 200 GWh of blade battery capacity in 2024 [26] - NIO announced a partnership with Beijing Future Science City Development Group to build 100 battery swap stations [32] - NIO's cumulative delivery of the MONA model is expected to exceed 100,000 units, with over 20% of new purchases coming from users of traditional fuel vehicle brands [30] - Xiaomi Group plans to raise HKD 42.5 billion to accelerate its smart electric vehicle development [31] - Chery Automobile will invest USD 1 billion to build an electric vehicle factory in Turkey, with an expected annual capacity of 200,000 vehicles [34]

24晚间，伴随年报的发布，"史上最强" 比亚迪 (002594.SZ) 持续冲击市场热度。 在商业世界早已证明，在一个充分竞争的领域，一家企业的崛起与没落，都有迹可循。 笔者分析财报后发现，比亚迪在 "市场、盈利、投资、研发、一体化、资本" 等6个方面的持续突 破，造就了比亚迪这份史上最强年报。 首先看市场突破力。 根据中国汽车工业协会的数据，中国新能源汽车全年产销分别达1,288.8万 辆和1,286.6万辆，同比分别大幅增长34.4%和35.5%，连续十年位居全球第1。 而据财报披露，比亚迪24年产销分别为430.41万辆 （同比增长125.52%） 和427.22万辆 （同比 增长41.265） ，市场占有率超33%，即市场每投入一辆新能源汽车，有一辆就是比亚迪。 另据24潮产业研究院 (TTIR) 统计，2020-2024年这五年间，比亚迪乘用车和商用车销量分别增长 了26.21倍、2.25倍，增长势头非常强劲。 | स्ट (२) | 乘用车销量 | 商用车销量 | | --- | --- | --- | | 2024年 | 425.04 | 2.18 | | 2023年 | 301.29 | 1. ...

来源|极速财讯 在全球新能源汽车市场，特斯拉的投资者们正经历着前所未有的焦虑。BYD（比亚迪）这三个字母，如同一把达摩克利斯之剑，成为特斯拉股价持续 承压的关键动因。从智能驾驶技术突破到价格战碾压，从欧洲市场扩张到中国本土围剿，比亚迪的全方位进击让特斯拉的"多头"们夜不能寐。 比亚迪24日发布的财报显示，2024年营收首次突破1000亿美元（7771亿元人民币），并且也是首次超越特斯拉（977亿美元）。在港股市场上， 从2025年开年至今，比亚迪股份累计上涨超50%，最高触及426.60港元。 马斯克在特朗普政府中的角色，使特斯拉品牌卷入了美国政治斗争的核心，成为意识形态冲突的具象化符号。尽管白宫对此做出了一系列的操作，比 如特朗普在白宫的草坪上进行"现场背书"、商务部长在新闻节目上为特斯拉股票做宣传、联邦调查局以恐怖主义罪名威胁破坏者等等，但这些令人眼 花缭乱的手段，依然让特斯拉的投资者们显得有些绝望。 在中国市场，特斯拉正经历"滑铁卢"，今年2月，其销量同比暴跌49%，市场份额降至3.9%，同比下降4个百分点。但比亚迪并不是唯一一个正在蚕 食特斯拉市场份额的中国竞争对手，摩根士丹利研报预测，特斯拉在华收入 ...

不仅没能完成目标，对比2023年，净亏损额还多出了近17亿元。这大概就是财报发布后，李斌迎来诸多质疑的核心原因。 无论对于投资者还是对于消费者，造车11年的李斌和蔚来整个高管团队确实都需要用行动给出具体的解释。 3月21日，蔚来汽车发布2024年财报。根据财报，蔚来全年销售22.20万辆车，净亏损224亿元，粗略计算，蔚来每卖出一台车，大约净亏10万 元。 去年年初，蔚来确定的全年销量目标为23万辆，比2023年目标低了1.5万辆。当时蔚来创始人、董事长李斌对外宣称，这是一个相对理性的目标。 但24年财报显示，蔚来没能完成年初确定的销量目标，实际缺口约为8000辆。 乐道"折戟"暴露管理问题 业绩公布当天，蔚来美股股价应声下跌，收盘跌4.46%。港股表现也不尽如人意，财报发布后的两个工作日，该股股价持续下跌，截至发稿，报 33.8港元，当日跌2.59%。 这与去年9月份蔚来半年业绩发布后，美股大涨14.39%形成鲜明对比。 彼时，蔚来销量稳定，乐道还没正式上市，管理层也在电话会上强调换电业务已经等到了盈利的曙光。一时间资本纷纷看好，在理想、小鹏、比亚 迪、零跑不约而同地在财报发布后遭遇了股价下跌之后，反而是亏 ...

Industry Information - As of March 14, approximately 1.3 million applications for the 2025 vehicle trade-in subsidy have been received nationwide [4] - In January-February, the production of new energy vehicles in Beijing increased by 2.5 times [10] - Jiangsu has established an innovative consortium for the recycling of new energy power batteries [8] - CATL is developing a second-generation sodium battery with performance close to lithium iron phosphate [8] - The global market share of CATL's power batteries reached 37.9% in 2024 [10] - The total revenue of CATL in 2024 was 362 billion yuan, with a net profit of 50.7 billion yuan [10] Policy Information - The central government has increased support for the trade-in of consumer goods, extending the automotive consumption chain [4] - Zhejiang province supports the replacement of vehicles, with a maximum subsidy of 15,000 yuan per new energy vehicle [4] Company Information - Xiaomi's electric vehicle deliveries have reached 200,000 units, with a target of 350,000 units for 2025 [21][23] - BYD has entered the South Korean market and has become a formal member of the Korean Automobile Importers and Distributors Association [22] - NIO's third brand, Firefly, will launch its first model on April 19, integrating into NIO's battery swap system [27] - Li Auto has issued nearly 20 million shares for employee incentives, valued at approximately 1.89 billion yuan [26] - Xpeng Motors reported a revenue of 40.87 billion yuan for 2024, with a fourth-quarter revenue of 16.11 billion yuan [23]

Core Viewpoint - The collaboration between Guoxuan High-Tech and Chery Automobile has significantly deepened, with Guoxuan's battery installation ratio for Chery vehicles reaching 60% in the hybrid sector for 2024, indicating a strong market presence and growth potential in the new energy vehicle sector [1][2]. Summary by Sections Partnership Development - Guoxuan High-Tech and Chery have a long-standing partnership that began in 2012, focusing on the application of new energy products. The collaboration has evolved through various milestones, including the signing of a strategic cooperation agreement in 2019 and significant battery supply for popular models like the Chery QQ Ice Cream [2][3]. - In 2022, the annual installation volume exceeded 130,000 units, representing a growth of over 220% compared to the previous year [2]. Product Launch and Features - The newly launched Star Era ES range-extended version is a key product resulting from the strategic partnership, aimed at the C-class high-end range-extended sedan market. It features the "Kunpeng Battery," developed through deep collaboration between Guoxuan and Chery [2][3]. - The battery pack boasts seven core advantages achieved through innovative structural design, big data technology application, and optimization of raw materials [2]. Future Plans - The companies have planned more high-end model collaborations, with ongoing projects set to be launched in the market soon. In addition to Chery, Guoxuan is also collaborating with several top 10 OEMs, including Changan, Leap Motor, and Geely, to expand their range-extended product offerings [3]. Technical Specifications - The battery pack supports rapid charging, achieving 80% charge in just 17.5 minutes from 20% [4]. - It offers an impressive range of 1,645 km, the highest in its class for hybrid vehicles [4]. - The battery pack is designed to operate in extreme conditions, withstanding temperatures as low as -35°C, and features enhanced safety measures, including high-strength protection and advanced collision safety standards [4].

Core Viewpoint - The article discusses the competition between cities, particularly Hangzhou and Shenzhen, in attracting talent and innovation, highlighting the strategies employed by these cities to enhance their appeal to job seekers and entrepreneurs [1][2]. Group 1: Talent Attraction Strategies - Hangzhou has implemented the "Spring Rain Plan," which offers free accommodation for job seekers and entrepreneurs for up to 7 days, aiming to enhance the city's attractiveness [8][10]. - Shenzhen, in response, extended its free accommodation policy for recent graduates from 7 days to 15 days, showcasing its long-standing commitment to talent attraction [10]. - Other cities, such as Beijing and Xiamen, have also introduced similar initiatives to provide free accommodation for job seekers, indicating a nationwide trend in the "bed space competition" among cities [13][16]. Group 2: Economic and Industry Dynamics - Hangzhou is rebranding itself from a city known for e-commerce to one focused on artificial intelligence and hard technology, with a significant increase in talent density in these fields [21]. - Chengdu has seen a growth in its digital cultural industry, with its added value surpassing 250 billion yuan in 2023, reflecting its emerging status in the creative sector [21]. - The article outlines the distinct economic profiles of various cities, with Beijing as a hub for internet and AI, Shanghai for high-end manufacturing and finance, and Shenzhen for electronic information and smart manufacturing [22]. Group 3: Job Market Trends - A survey indicates that 30% of job seekers prioritize the city when choosing employment, with key factors including transportation convenience (50%), moderate living costs (47%), and economic vitality (46%) [27]. - The desire for local employment is increasing, with a notable rise in the percentage of talent willing to stay in lower-tier cities, reflecting a shift in job market dynamics [28]. - The article emphasizes that the ultimate decision for job seekers hinges on the opportunities provided by companies, highlighting the importance of corporate competitiveness in retaining talent [30].