在全球汽车产业加速向电动化、智能化转型的浪潮中，汽车芯片作为汽车的"大脑" 和 "神经中枢"，其重要性不言而喻。近年来，一个显著的趋势是汽车 芯片制造产业正逐步流向中国。这一现象背后，是中国电动汽车产业的蓬勃发展、庞大的市场需求，以及全球芯片企业对中国市场的高度重视与战略布 局。 01中国电动汽车产业：崛起的全球力量 中国电动汽车产业的崛起堪称全球汽车行业的一大奇迹。 中国汽车工业协会数据显示，自 2021 年起，我国新能源汽车便呈现出迅猛发展的态势，年产销增速连续 4 年超过 30%。2024 年，新能源汽车年产销更是 首次突破 1000 万辆大关，产量达 1288.8 万辆，销量达 1286.6 万辆，同比分别增长 34.4% 和 35.5%。新能源新车在汽车新车总销量中的占比达到 40.9%， 较 2023 年提高了 9.3 个百分点。在乘用车市场，新能源新车销量占比已连续 6 个月超过 50%。 02汽车芯片需求暴增 庞大的电动汽车市场规模，对汽车芯片产生了巨大的需求。而且，电动汽车相比传统汽车，对芯片的需求量呈爆发式增长。特别是随着智驾平民化趋势的 推进，单车芯片使用量进一步增加。 据相关数据测算， ...

Core Viewpoint - Jeff Bezos is funding a mysterious electric vehicle startup named Slate Auto, which aims to produce an affordable electric pickup truck priced around $25,000, with production expected to start as early as next year [2][3]. Funding and Financials - Slate Auto has raised at least $111 million in Series A funding in 2023, with Bezos among the investors [5]. - The company has also completed a Series B funding round, although details regarding the amount raised and specific investors remain undisclosed [8]. - Slate has authorized the issuance of nearly 500 million preferred shares at a price of $2.37 per share for the Series B round [8]. Company Structure and Leadership - Slate was incubated by Re:Build Manufacturing, which is associated with Bezos, and has been operating quietly since its establishment in 2022 [2][11]. - The CEO of Slate is Christine Barman, who has extensive experience in the automotive industry, while the founder is considered to be Miles Arnone, who is the CEO of Re:Build Manufacturing [19]. Product and Market Strategy - Slate aims to create a low-cost electric pickup truck that serves as an entry-level vehicle for consumers, diverging from the trend of high-end electric vehicle launches [13]. - The company plans to offer customization options for its vehicles, allowing owners to personalize their trucks over time [16]. Industry Context - The electric vehicle industry is currently facing challenges, with several startups filing for bankruptcy and existing companies struggling to maintain operations [9]. - Slate's strategy includes diversifying revenue through accessories and apparel, similar to the business models of Harley-Davidson and Stellantis [9]. Amazon Connection - Slate has strong ties to Amazon, with several executives having backgrounds in the company, and its initial project was named Re:Car, reflecting Amazon's branding style [11][12].

Core Viewpoint - The article discusses the impact of the recent U.S. tariff policies on the electric vehicle (EV) supply chain, highlighting the significant increase in tariffs on various components, particularly lithium batteries, which could reshape competitive dynamics in the industry [2][4]. Tariff Impact on Electric Vehicle Supply Chain - The U.S. has implemented a 25% tariff on cars, engines, transmissions, and lithium batteries, leading to a cumulative tariff of 73.4% on power batteries and 64.9% on energy storage batteries [2]. - The overall tariff on new energy vehicles has reached 147.5%, which diminishes the competitive advantage of domestic battery manufacturers exporting to the U.S. [2][4]. Current Export Situation - In 2024, China is expected to export 116,000 vehicles to the U.S., accounting for only 1.81% of total exports, with electric vehicles making up an even smaller share [4]. - China’s lithium battery exports to the U.S. are projected to be $15.315 billion (approximately 110 billion RMB), representing 25% of total lithium battery exports, despite a 16% decline in export volume [4]. Impact on Battery and Material Companies - The tariff policies primarily affect the profitability of energy storage businesses in the U.S., but short-term impacts are mitigated as the market remains dominated by lithium iron phosphate batteries [5]. - Domestic material companies have limited direct exports to the U.S., with most exports going to Japan and South Korea, where they face similar tariff pressures [5][6]. Future Production Capacity - Domestic companies are gradually establishing production capacities in the U.S., with several firms expected to begin operations between 2026 and 2027, targeting nearly 100 GWh of capacity [6]. - As U.S. production capacity increases, the impact of tariffs is expected to diminish over time [6]. Indirect Effects on Domestic Market - The tariffs may lead to a shift in domestic production and pricing strategies, as companies with cost advantages are better positioned to withstand tariff pressures [7]. - The article suggests that some international orders may return to China, potentially increasing domestic production levels, but this could also create pressure on capacity planning and pricing strategies [8]. Long-term Strategic Considerations - The need for diversified manufacturing and supply chain strategies is emphasized, as companies must adapt to potential future tariff impacts and explore local market opportunities [8].

Core Viewpoint - CATL is in deep negotiations to acquire a controlling stake in NIO's energy division, which operates the largest battery swapping network in China with over 3,000 stations [1][2]. Group 1: Acquisition Details - The acquisition proposal follows CATL's earlier investment of 2.5 billion RMB (approximately 342 million USD) into NIO Power [1]. - NIO's energy division is valued at over 10 billion RMB in the latest funding round for 2024 [1]. - Both companies are working on a joint construction plan for battery swapping stations, emphasizing a strategic partnership [1]. Group 2: Industry Impact - NIO Energy not only serves its own customers but also opens its charging network to other EV brands like Tesla and BYD, enhancing CATL's position in the energy services sector [2]. - NIO has invested heavily in its battery swapping network, currently operating around 3,240 stations that can complete battery swaps in three minutes, addressing consumer range anxiety [2]. - The potential acquisition could reshape the landscape of China's new energy vehicle industry, providing NIO with stable battery supply and financial support from CATL [2].

撰 文 / 张霖郁 设 计 / 师 超 来源 / Bloomberg，Fox，Reuters，WSJ 据知情人士透露，特斯拉软件工程副总裁大卫·刘（David Lau）已向内部员工宣布辞职。 他的团队负责特斯拉汽车软件，主要是信息娱乐、信息安全以及无线软件更新以及云服务和制造系 统。 特斯拉官方和大卫本人暂没确认辞职这一消息。 大卫离职这段时间正是特斯拉艰难时刻。 公司正努力应对消费者"反特斯拉"的强烈情绪。另外，因产品线老化、电动汽车市场低迷以及特朗 普的汽车关税，导致特斯拉2025年第一季度销售额下降了13%，促使分析师下调预期。 近几个月来，美国和欧洲爆发了抗议活动，抗议马斯克在政府效率部（DOGE）扮演的角色，该部 门一直在削减联邦政府工作人员。 截至美国当地时间4月4日下午，特斯拉股价因大盘下跌而下跌了10%。这是自2024年12月17日特朗 普胜选后创下历史新高以来的最低，截至4月3日收盘，特斯拉股价已下跌 44%。 目前，大卫离职原因尚不清楚。 大卫在2023年随马斯克一起出现在特斯拉首席执行官核心高管亮相会上。 那一年下半年，特斯拉推出了重新设计的Model 3，大卫出现在一段视频中，宣传设计 ...

马斯克最近麻烦缠身。而股价持续回调的特斯拉，也再度迎来多个利空消息。 4月2日美股开盘，特斯拉一度跌超6%，截至发稿，股价翻红涨超2 . 6%。 特斯拉一季度交付不及预期 4月2日晚间，特斯拉公布第一季度全球交付数据。 特斯拉在2 0 2 5年第一季度交付了3 3 6 0 0 0辆汽车，同比下降1 3%。为自2 0 2 2年第二季度以来的最差季度表现。根据分析师预期，市场平均预计 特斯拉该季度销量将超过3 9万辆。 而就在两天前，特斯拉的股价刚刚录得自2 0 2 2年以来最差的季度表现。 根据Str e e tAc c o u n t的数据，投资者原本预期特斯拉将交付3 6万至3 7万辆汽车。特斯拉投资者关系团队向部分分析师发送的公司汇总预期显 示，平均交付预期为3 7 7 5 9 0辆。预测市场公司Ka ls h i于周二发布的预测为3 5 2 0 0 0辆。 2 0 2 4年第一季度，特斯拉报告的交付量为3 8 6 8 1 0辆，产量为4 3 3 3 7 1辆。 "交付量"是特斯拉报告中最接近"销售"的指标，但在公司向股东发布的信息中，并未给出明确定义。 特斯拉在荷兰、瑞典、丹麦的销量跌幅均超过5 0% ...

撰文 / 钱亚光 设计 / 师 超 来源 / w w w. j a t o . c o m , w w w. e l e c t r i v e . c o m 今年2月，据 JATO Dynamics 公司的数据，欧洲共登记了966300辆新乘用车，与去年同期相比下降了3%。根据 JATO Dynamics对8个细分市场（欧盟25 国+英国+挪威+瑞士）的数据，德国、意大利、比利时、荷兰、瑞士和爱尔兰的销量下降是这一趋势的主要驱动因素。今年前两个月，新车注册量下降 了2%，总计1962850辆。 与2024年2月相比，2月份电动汽车数量增加了26%，达164148辆，电动汽车的市场份额达到了17%——同比增长3.8个百分点，这是电动汽车领域销售表 现最佳的一个月。此外，2月还销售了72639辆插电式混合动力车（增长1%），市场份额为7.5%。 | | | 2025年2月欧洲 28 国新车销量及市场 | | | --- | --- | --- | --- | | | 2024年2月 | 2025年2月 | 同比增长率 | | 销量 | 991471 辆 | 966271 辆 | -2.5% | | 纯电汽车 ...

近年来，特斯拉作为全球电动汽车领域的领军企业，其市场表现一直备受关注。然而，最新数据显示， 特斯拉在欧洲多国的销量持续下滑，引发了业界对其未来发展的担忧。这一现象的背后，既有市场竞争 加剧的因素，也与特斯拉首席执行官埃隆.马斯克的政治立场密切相关。 未来展望与挑战 销量数据揭示市场困境 尽管特斯拉计划推出更便宜的车型并加码自动驾驶技术，但其在欧洲市场的困境短期内难以缓解。马斯 克的政治立场对品牌形象的影响已经显现，而市场竞争的加剧更是让特斯拉雪上加霜。未来，特斯拉能 否在欧洲市场重拾辉煌，不仅取决于其产品创新和市场策略，更取决于马斯克如何平衡其政治行为与品 牌声誉之间的关系。 根据最新公布的数据，特斯拉在欧洲主要市场的销量表现令人堪忧。在法国，特斯拉上个月的销量为 3157辆，同比下降36.83%；瑞典市场销量仅为911辆，同比暴跌63.9%；挪威市场销量为2211辆，同比 下降1%。与此同时，特斯拉在法国的市场份额也从一年前的2.55%降至1.63%，被比亚迪（002594）等 中国电动汽车品牌超越。这一趋势不仅反映了特斯拉在欧洲市场的竞争力下降，也凸显了其在全球范围 内面临的挑战。 特斯拉在欧洲的销量下滑 ...

摘要 兆瓦级超充竞赛升温：技术突破，还是资本游戏？ 在 5-6C 超快充技术步入规模化应用阶段的当下，国内电动汽车补能技术的发展却已呈现出向更 高功率等级演进的趋势。 近期，包括宁德时代、华为、比亚迪在内的行业主要参与者相继发布了 "兆瓦级"充电解决方案， 宣称功率高达 1 兆瓦乃至 1.5 兆瓦，远超当前主流水平。 这一动向表明，相关企业正着眼于下一代大功率充电基础设施的布局，以期满足未来潜在的市场需 求，尤其是在商用车电动化等领域。 尽管目标功率宏大，但目前公布的兆瓦级方案在技术实现路径和初期市场策略上已显现出差异。例 如，基于现有信息，不同方案在实际可达到的充电倍率上有所不同。 同时，在优先应用场景的选择上，华为初步聚焦于商用重卡，而比亚迪则率先将其应用于高端乘用 车，并计划建设配套的专属充电网络。 这些不同的策略选择，引发了市场对于兆瓦级充电技术当前阶段的成熟度、经济可行性以及不同细 分市场推广路径的关注与评估。 兆瓦级充电获密集发布，技术、应用现分野 "兆瓦级"充电，即大功率超充，其实现依赖于高电压与大电流技术的协同突破。这并非单一环节 的革新，而是一个涵盖车辆高电压平台、高性能电池以及大功率充电桩 ...

Core Viewpoint - BYD's recent advancements in "super e platform" and "megawatt flash charging" technology are set to revolutionize the electric vehicle charging landscape, addressing key challenges in charging speed and infrastructure [2][3][22]. Group 1: Business Performance - BYD's 2024 annual report shows impressive financial growth, with revenue reaching 777.1 billion yuan, a 29% increase year-on-year, surpassing Tesla's revenue of 702.2 billion yuan [8]. - The net profit for BYD in 2024 was 40.254 billion yuan, reflecting a 34% year-on-year growth, indicating continuous improvement in profitability [8]. Group 2: Technological Breakthroughs - The "megawatt flash charging" technology allows for a charging time of just 5 minutes to achieve a range of 400 kilometers, marking a significant advancement in charging speed comparable to traditional fuel refueling [3][19]. - The supporting storage system for the megawatt flash charging stations features an innovative architecture of "1 main unit + 1 storage cabinet," with a storage capacity of 225 kWh and a maximum output power of 800 kW, which can surge to 1360 kW when working with the grid [4][9]. Group 3: Strategic Infrastructure Development - BYD plans to establish over 4,000 megawatt flash charging stations across the country, a strategic move to enhance its charging infrastructure and reduce reliance on third-party charging facilities [10][19]. - The integration of storage systems in these charging stations is expected to optimize operational costs and create new application scenarios for BYD's storage capacity, promoting further growth [10][14]. Group 4: Industry Impact - The introduction of BYD's megawatt flash charging technology is anticipated to trigger a chain reaction in the industry, encouraging other companies to accelerate the installation of similar charging systems [10][17]. - The shift towards storage-enabled charging stations is expected to alleviate grid pressure and meet high-power charging demands, potentially transforming the electric vehicle charging landscape into a mainstream trend [18][21]. Group 5: Market Outlook - The barriers to the commercial development of storage charging have been addressed, paving the way for a new era in the industry, with BYD's initiatives likely marking 2024 as the true beginning of the "storage charging" era [19][22].