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4S店退网潮暗藏消费风险,车企等三方应提前作出预案|有点逸思
Di Yi Cai Jing· 2025-07-08 12:06
在传统汽车消费链条中,经销商是连接消费者和汽车厂商的关键枢纽,而如今关键枢纽的经营危机,也 不断激化着消费者、经销商、汽车品牌三者之间的矛盾,信任危机也一触即发。 转型阵痛期的处理方式,也正决定着中国汽车产业高质量发展的成色。 近日,一位奔驰车主告诉笔者,收到了标注为"梅赛德斯-奔驰"发送的短信。该短信称,因为业务调 整,宝利德集团旗下绍兴之星汽车有限公司的梅赛德斯-奔驰授权将于2025年6月27日终止。车主原厂保 修保养套餐可到任何一家梅赛德斯-奔驰授权店继续使用,而车主购买的仅限宝利德集团兑付使用的售 后产品,只能联系该集团进行后续协商。 而宝利德集团的400热线无法接通。与此同时,宝利德集团分布在多地的汽车4S店也陆续闭店。今年以 来,该公司被执行总金额超4000万元,法定代表人余海军三次被限消。这导致了众多消费者保养、延保 等权益受损,叫苦不迭。 近年来,随着车市竞争的加剧,汽车经销商也普遍面临库存高企、市场竞争失序、企业资金链断裂风险 加剧等严峻挑战。经销商闭店、倒闭、跑路等现象频发,比如去年10月下旬,G.A.集团旗下宝马4S店也 同样密集出现了闭店停业、经营异常的情况。 中国汽车流通协会发布的《 ...
曙光股份(600303) - 曙光股份2025年6月产销数据快报
2025-07-08 08:00
股票简称:曙光股份 证券代码:600303 编号:临 2025-032 辽宁曙光汽车集团股份有限公司 2025 年 6 月产销数据快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 辽宁曙光汽车集团股份有限公司 2025 年 6 月产销数据快报如下: 单位:辆 | | | 产品名称 | | 月度对比 | | | 年度对比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本月 | 去年同期 | 增减% | 本年累计 | 去年累计 | 增减% | | | | 客车 | 2 | 1 | 100.00% | 35 | 45 | -22.22% | | | | 皮卡 | 363 | 61 | 495.08% | 829 | 1386 | -40.19% | | 产 | 整车 | 特种车 | 12 | 17 | -29.41% | 100 | 111 | -9.91% | | 量 | | 合计 | 377 | 79 | 377.22% | 96 ...
SensorTower:6月共33个中国厂商入围全球手游发行商收入榜TOP100,合计吸金17.6亿美元
news flash· 2025-07-08 02:03
Sensor Tower商店情报平台显示,2025年6月共33个中国厂商入围全球手游发行商收入榜TOP100,合计 吸金17.6亿美元,占本期全球TOP100手游发行商收入33%。 ...
Wall Street Lunch: XPeng Launches AI-Powered SUV
Seeking Alpha· 2025-07-07 18:38
分组1: XPeng and the Turing Chip - XPeng has unveiled its self-developed Turing chip, which is designed to enhance the capabilities of its electric vehicles, particularly in autonomous driving and intelligent cockpit systems [3][4] - The Turing chip features a 40-core processor and two proprietary neural processing units, capable of performing 700 trillion operations per second, marking a significant advancement in automotive AI [4][5] - The G7 SUV, which debuted this month, is priced at 195,800 yuan ($27,325) and is positioned to compete with Tesla's Model Y and Xiaomi's YU7, receiving positive early reviews for its AI enhancements [6] 分组2: Tesla's Market Performance - Tesla is currently the weakest performer in the S&P, following CEO Elon Musk's announcement of plans to launch a new political party, which analysts believe could distract from the company's core business [7][8] - Analyst Dan Ives expressed concerns that Musk's political ambitions could create uncertainty for Tesla investors, especially during a critical period for the company [8] - William Blair downgraded Tesla to Market Perform from Outperform, citing the elimination of the $7,500 tax credit for electric vehicle purchases as a significant negative factor impacting demand and profitability [10][11] 分组3: Telecom Sector Analysis - BofA has reinstated coverage of major telecom companies AT&T, Verizon, and T-Mobile US, highlighting their unique strategies and potential for growth despite being viewed as a mature industry [15] - AT&T received a Buy rating with a $32 price target, emphasizing its balanced growth strategy, while Verizon was rated Neutral with a $45 target due to expected competitive pressures [15][16] - T-Mobile US was also rated Neutral with a $255 target, with analysts noting its strong subscriber growth but cautioning about its reliance on this metric amid increasing competition [16][17]
瑞银:中国经济_强劲的第二季度增长,未来仍有更多逆风
瑞银· 2025-07-07 15:44
ab Global Research 3 July 2025 China Economic Comment Data Preview: Robust Q2 Growth, More Headwinds Ahead High frequency: better PMIs, weaker home sales, cooler port activities NBS manufacturing PMI edged up by 0.2ppt to 49.7 and Caixin PMI jumped by 2.1ppt to 50.4 in June, with both new orders and production index improving. NBS non- manufacturing PMI edged up by 0.2ppt to 50.5 in June with slightly softer service PMI but stronger construction PMI. 30-city property sales declined further to -10% YoY in Ju ...
收评:沪指窄幅震荡微涨0.02% 电力股集体爆发
Zhong Guo Jin Rong Xin Xi Wang· 2025-07-07 07:53
转自:新华财经 新华财经北京7月7日电 (胡晨曦)A股三大指数7月7日涨跌不一,沪指全天窄幅震荡微涨;创业板指、 深证成指则低开低走。盘面上,电力、电网股逆势爆发,华银电力等10余股涨停;跨境支付、稳定币概 念反复活跃,中亦科技、京北方、信雅达等多股涨停;地产股盘中拉升,渝开发、沙河股份、南山控股 等涨停。下跌方面,创新药概念冲高回落,科兴制药跌超14%。 截至收盘,沪指报3473.13点,涨幅0.02%,成交4762亿元;深证成指报10435.51点,跌幅0.7%,成交 7325亿元;创业板指报2130.19点,跌幅1.21%,成交3465亿元。 热点板块 盘面上,电力、房地产、多元金融、中船系、跨境支付、足球等板块和概念股涨幅居前;生物制品、医 疗服务、能源金属、减肥药、创新药、存储芯片等板块和概念股跌幅居前。 机构观点 近日,由我国牵头制定的国际标准ISO 34505:2025《道路车辆 自动驾驶系统测试场景 场景评价与测试 用例生成》正式发布。新发布的《道路车辆 自动驾驶系统测试场景 场景评价与测试用例生成》国际标 准主要规定了自动驾驶系统测试场景的评价流程与试验方法,明确测试场景暴露率、复杂度、危险 ...
Why EchoStar Rocketed 56.2% in June
The Motley Fool· 2025-07-06 10:30
Shares of EchoStar Corporation (SATS 6.68%) rocketed 56.2% higher in June, according to data from S&P Global Market Intelligence.EchoStar has been embroiled in a controversy with the Federal Communications Commission in the new administration, which has led to missed interest payments and the threat of bankruptcy.However, it appears President Trump intervened on EchoStar's behalf in June, extending the deadline for both parties to agree to a deal.EchoStar's distressed stock explodesComing into the month, Ec ...
Life360 (LIF) Is a Great Choice for 'Trend' Investors, Here's Why
ZACKS· 2025-07-04 13:51
Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in stock prices for short-term investing, highlighting that while price movements can be profitable, they can also reverse quickly, leading to potential losses [1][2]. Group 1: Stock Performance - Life360 (LIF) has shown a significant price increase of 93.2% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - The stock has maintained a price increase of 0.8% over the last four weeks, suggesting that the upward trend is still intact [5]. - LIF is currently trading at 96% of its 52-week high-low range, indicating it may be on the verge of a breakout [6]. Group 2: Fundamental Strength - LIF holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6][7]. - The Average Broker Recommendation for LIF is also 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors looking to identify stocks with strong upward trends supported by solid fundamentals [3][8]. - The article suggests that there are multiple stocks passing through this screen, indicating a broader opportunity for trend-based investing [8].
5月国内市场5G手机出货量2119万部 同比下降17%
news flash· 2025-07-04 07:47
5月国内市场5G手机出货量2119万部 同比下降17% 智通财经7月4日电,中国信通院发布数据,2025年5月,国内市场手机出货量2371.6万部,同比下降 21.8%,其中,5G手机2119.0万部,同比下降17.0%,占同期手机出货量的89.3%。2025年5月,国产品 牌手机出货量1917.7万部,同比下降24.2%,占同期手机出货量的80.9%;国产品牌上市新机型36款,同 比下降25.0%,占同期手机上市新机型数量的92.3%。 ...
折叠屏供应链“等待苹果”
Jing Ji Guan Cha Wang· 2025-07-04 07:33
Core Viewpoint - The domestic foldable smartphone market is experiencing a surge, with major brands like Honor, vivo, and Samsung launching new models, while the A-share market for consumer electronics sees significant gains due to anticipation of Apple's entry into the foldable screen segment [2][3]. Market Dynamics - The foldable smartphone market is currently at a bottleneck, with many brands adopting a conservative approach and reducing their product lines due to inherent issues like screen creases, quality, and pricing [4]. - Despite technological advancements, user growth has plateaued, with many consumers returning to traditional smartphones after initial trials [4][5]. - In contrast, the high-end smartphone segment in China is growing, with sales of devices priced above 5000 yuan projected to reach approximately 78.4 million units in 2024, up from 11% in 2020 [5][6]. Apple's Potential Impact - Apple's entry into the foldable market is highly anticipated, with reports indicating that the foldable iPhone is in the prototype development stage and expected to launch in late 2026 [3][8]. - The industry believes that Apple's involvement could redefine market dynamics and product standards, as it typically enters markets only when technology is sufficiently mature [8][11]. - The high technical barriers in the foldable supply chain, particularly in precision manufacturing and new materials, present challenges that need to be addressed before mass production can occur [9][10]. Supply Chain and Technological Challenges - The cost structure of foldable smartphones is heavily influenced by high-value components such as flexible screens and hinge systems, with screen modules priced between 1100 to 2200 yuan and hinge systems ranging from 350 to 1200 yuan [9]. - Despite advancements, there are still weaknesses in the supply chain, particularly in high-end materials and manufacturing processes, which are dominated by a few international leaders [10][11]. Future Outlook - The industry is divided on the future of foldable smartphones, with some analysts optimistic about Apple's potential to lead a technological revolution, while others caution that significant hardware improvements are necessary for mainstream adoption [16][17]. - The evolution of foldable smartphones may include new form factors like triple-fold or rollable designs, but the focus should be on balancing display space and portability rather than merely increasing folding capabilities [17].