据新华社北京5月6日报道，2025年5月6日是中国和欧盟建交50周年纪念日。外交部发言人林剑6日表示，今年中欧之间有很多重要议程。中方欢迎欧洲理事 会主席科斯塔、欧盟委员会主席冯德莱恩适时联袂来华举行新一次中欧领导人会晤，双方还将举行战略、经贸、绿色、数字等高层对话。林剑表示，1975年 5月，时任国务院总理周恩来同来访的欧洲经济共同体委员会副主席索姆斯爵士举行会见，宣布中欧建交的决定，这是当时国际关系中的一件大事。 万斯（资料图） 很显然中欧之间的关系在最近一段时间突飞猛进，双方加强了合作，取消了以前的一些交往限制。中欧关系为什么会发展如此迅速？这其实还要感谢特朗普 带来的助攻。今年特朗普对全世界掀起了所谓的"关税战"，欧洲这些美国的传统盟友也没有幸免，反而是被特朗普重点招呼，不但要加关税还要加保护费。 在这种背景之下，欧洲能够怎么办？束手就擒，坐以待毙吗？显然不是，但他们需要同行者。而放眼全世界，能够顶住美国关税压力，能够弥补丢失的美国 市场的地方，就只有一中国。 中国和欧盟都是美国单边主义的受害者，这一点并不是现在才出现的，在过去几年里表现得非常明显，特朗普的第一个任期，以及拜登的任期，都对欧洲进 行了 ...

据近期发布的一份报告，24年期间，包括印尼、马来西亚、菲律宾、新加坡、泰国、越南在内的东南亚 六国私人绿色投资额较上年增长43%，达到80亿美元。 报告强调，就具体地域而言，马来西亚和新加坡贡献了超60%的交易额。另一方面，气候基金和基础设 施基金对该地区的兴趣也分别大幅增长了4倍和14倍。 据介绍，电力是其重点投资领域，占据了六国绿色投资总额的三分之二，且其交易额仍在不断上升。而 从这一点出发，针对太阳能细分领域的增幅最高，达到了100%。 这份由贝恩、GenZero、谷歌、渣打银行以及淡马锡联合发布的《东南亚绿色经济报告》表示，去年， 亚太地区以外对东南亚六国绿色经济的外国投资增加了超两倍，而来自亚太地区的外国投资则增加了一 倍。而作为对比，来自东南亚六国的国内投资则下降了40％ 其次，在下一代电网发展方面，报告强调，上述六国的的国内电网需要实现扩展和现代化转型，以跟上 可再生能源、电池存储系统、分布式能源资源和微电网的整合。此外，这些地区还需要扩大跨境连接， 以加快电网的去碳化进程。 报告称，政府通过监管改革在加速电网发展方面发挥着至关重要的作用，这可以促进更多的私人投资、 跨境电力交易以及对关键基础设 ...

尽管马斯克曾于3月宣称"未来两年美国汽车产量将翻倍"，但Model Y改款销量平淡、Cybertruck产能瓶 颈以及储能业务利润空间受关税挤压等现实问题，使这一目标面临挑战。分析师认为，此次强制休假不仅 是生产节奏的调整，更是特斯拉在需求降温背景下从"扩张优先"转向"库存管控"的战略信号。 截至发稿，特斯拉官方尚未就休假原因置评，但行业观察者指出，电动车市场竞争加剧与消费者偏好变 化，或将迫使特斯拉重新评估其全球产能布局。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：金属加工世界 据外媒报道， 特斯拉位于美国得克萨斯州奥斯汀的超级工厂宣布，Model Y和Cybertruck生产线员工将 于5月26日阵亡将士纪念日当周强制休假 。这是 该工厂首次在同期安排长达一周的停产， 与去年同期的 满负荷运转形成鲜明对比。 根据内部通知，员工可选择使用带薪假期或参与清洁、培训等非生产性工作，但生产线将完全停摆。多名 员工反映，自今 ...

文丨袁杰 去年10月初，在欧盟表决通过对华电动汽车加征关税案时，德国投了反对票。今年4月初， 美国对进口汽车加征25%关税时，在欧洲国家中，又是德国受伤最重。因而，这个欧洲最大 经济体为了自身利益正着力推动中欧重启电动汽车价格承诺谈判，并乐见其成。 欧盟对中国电动车加征关税 2024年10月4日，欧盟成员国代表曾对来自中国的电动汽车征收部分高额反补贴税一事进行 过投票表决。 编者荐语： 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者袁杰 FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 德国现正着力推动中欧重启电动汽车价格承诺谈判，并乐见其成，因为这符合这个欧洲 最大经济体的自身利益。 阅读更多内容请点击下方" 阅读原文 " （本文由FT中文网提供） ...

据光明网报道，我国商务部新闻发言人近日表示，中方注意到美方高层多次表态，表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主 动向中方传递信息，希望与中方谈起来。对此，中方正在进行评估。有记者问：近期美方多次表示，正与中方就经贸问题进行谈判，并会达成协议，请问商 务部对此有没有进一步的消息和评论？商务部新闻发言人作出上述回应。发言人表示，中方立场始终如一，打，奉陪到底；谈，大门敞开。 中美两国的贸易战，始于特朗普政府的"单方面开火"。在他的眼里，巨额的贸易逆差是美国经济遭遇困境的主因，而中国则成为了他祭出的"靶子"。特朗普 不仅提出了一系列关税举措，还一度扬言，"贸易战打起来谁都不会赢"。可随着时间的推移，这场争斗的后果却超出了他当初的预期......为了迫使中国妥 协，特朗普祭出了大规模加征关税的政策。最初这些措施似乎取得了一些效果，但随着对中国商品的关税提高至145%时，不仅中国的反击猛烈，美国国内 的批评声也越来越大。 目前，许多西方媒体分析认为，特朗普计划保留对所有国家的10%"最低基准关税"，以及对中国50%上下的"对等关税"。在美日贸易谈判中，特朗普坚持保 留10%的基准关税，若日本满 ...

Core Viewpoint - The recent challenges faced by Xiaomi's founder and CEO Lei Jun have prompted a period of reflection and adjustment for the company, particularly in the electric vehicle sector, following a serious incident involving the Xiaomi SU7 [1][2]. Group 1: Company Challenges and Responses - Lei Jun described the past month as the most difficult since founding Xiaomi, leading to a temporary withdrawal from public engagements and social media [1]. - The company has faced scrutiny after an accident involving the Xiaomi SU7, resulting in a rebranding of "smart driving" to "assisted driving" on their vehicle ordering page [1]. - Despite these challenges, Lei Jun expressed gratitude for the support received, which has helped him regain confidence and motivation [1]. Group 2: Product Development and Future Outlook - The Xiaomi SU7 Ultra is currently undergoing testing at the Nürburgring, indicating the company's commitment to advancing its electric vehicle technology [2]. - Xiaomi's participation in the Shanghai Auto Show showcased its products, including the SU7 Ultra, and highlighted the company's ongoing efforts in the automotive sector [1]. - The company remains focused on addressing the incident's implications while continuing to push forward with its electric vehicle initiatives [2].

Core Viewpoint - Tesla's unusual decision to enforce a mandatory week-long leave for employees at its Austin factory during Memorial Day week has raised questions about its production status and market strategy [2][3]. Group 1: Production and Market Strategy - The Austin factory's mandatory leave is unprecedented in Tesla's history, leading to speculation about the current production conditions and market strategies [2]. - Analysts suggest that the leave may relate to production task arrangements, changes in market demand, and inventory management [3]. - The decision to halt production during a significant holiday may indicate Tesla's anticipation of reduced consumer purchasing activity during this period [3]. Group 2: Employee Impact - The mandatory leave presents a unique experience for employees, potentially affecting their personal lives and work plans [3]. - Conversely, this break may provide employees with an opportunity to rest and recharge, which could enhance their efficiency and quality of life [3]. Group 3: Industry Implications - Tesla's decision may influence the broader automotive industry, prompting other manufacturers to reconsider their production strategies and employee arrangements in response to market dynamics [4]. - In Q1, Tesla's global sales were 336,700 units, a 13% year-over-year decline, with automotive revenue decreasing by 20% [4]. - In the U.S. market, Tesla sold approximately 130,000 vehicles in Q1, down 9.1% year-over-year, with Model Y sales dropping by 33.8% to 64,051 units, and Cybertruck sales at 6,406 units [4].

Core Viewpoint - Xiaomi is expected to replicate the success of tech giants like Apple, driven by strong performance in electric vehicles and smartphones, with Morgan Stanley projecting a market value of 2.5 trillion RMB by 2030 and a stock price exceeding 100 HKD, indicating nearly 100% upside potential in the next five years [1][2]. Group 1: Electric Vehicle Business - Morgan Stanley predicts Xiaomi's electric vehicle (EV) sales will grow rapidly, with a compound annual growth rate (CAGR) exceeding 100%, and the price-to-sales ratio (P/S) expected to reach 2-3 times by 2026 [2][12]. - Revenue from the EV business is projected to increase from 33 billion RMB in 2024 to 233 billion RMB in 2027, and further to 462 billion RMB by 2030, with profits expected to turn from a loss of 6.2 billion RMB in 2024 to a profit of 46 billion RMB by 2030 [3][6]. - The launch of the SU7 Ultra marks a significant milestone for Xiaomi, enhancing its brand value and market share in the high-end EV segment [5]. Group 2: Traditional Business - Xiaomi's traditional business, encompassing smartphones, AIoT, and internet services, is expected to benefit from market share gains, product mix improvements, and international expansion, with revenue projected to rise from 333 billion RMB in 2024 to 600 billion RMB by 2030 [4]. - Profit from traditional business is anticipated to grow from 33.4 billion RMB in 2024 to 70 billion RMB by 2030 [4]. Group 3: Valuation Comparisons - Morgan Stanley uses comparisons with Tesla, BYD, and Apple to provide a valuation framework for Xiaomi, noting that BYD's EV sales grew approximately 70% in 2020 and 150% in 2021, with significant increases in P/S and P/E ratios during that period [11][13]. - The report suggests that Xiaomi's EV business could achieve a valuation premium compared to other EV companies due to expected stronger growth by 2025 [18]. Group 4: Future Projections - By 2030, Xiaomi's total revenue is projected to exceed 1 trillion RMB, with net profits potentially surpassing 100 billion RMB [6]. - In a baseline scenario, Xiaomi's market value could reach 1.2-1.6 trillion RMB in the next 6-12 months, corresponding to a stock price of 50-67 HKD [16]. In an optimistic scenario, the stock price could rise to 75-85 HKD, while a pessimistic scenario could see it drop to 25-40 HKD [17].

Group 1 - Tesla's stock price surged by 4.72% on May 9, marking a three-day increase of 8.32%, reaching its highest value since February 2025, which has sparked market discussions [1] - The appointment of Elon Musk to a new government efficiency position by Trump has contributed to the rise in Tesla's stock, although investor reactions are mixed due to concerns about Musk's focus on multiple companies and political involvement [1] - The political environment post-election has influenced market sentiment, leading to a rapid rebound in Tesla's stock after significant declines, prompting investors to reassess its potential in the electric vehicle and renewable energy sectors [1] Group 2 - Tesla's growth is not solely dependent on market support and policy environment; its production and technological advancements, such as the rapid ramp-up of Model Y production at the Shanghai Gigafactory, are crucial factors [2] - Challenges remain for Tesla, including uncertainties in global economic recovery, changes in the macroeconomic environment, and intensified competition from other automakers in the electric vehicle market [2] - Tesla must closely monitor regulatory changes in various countries, particularly regarding electric vehicle subsidies and emission standards, as these can directly impact its market performance and sales [2] Group 3 - To maintain its market position and ensure stock stability and growth, Tesla should focus on enhancing product performance and user experience, as well as strengthening supply chain management [2]

Core Viewpoint - Xiaomi is expected to replicate the success of tech giants like Apple, driven by strong performance in electric vehicles and smartphones, with Morgan Stanley projecting a market value of 2.5 trillion RMB by 2030 and a stock price exceeding 100 HKD, indicating nearly 100% upside potential in the next five years [1][2]. Group 1: Long-term Growth Drivers - Xiaomi's long-term growth will be driven by two core engines: the electric vehicle (EV) business and traditional business (smartphones + AIoT + internet services) [2]. - Revenue from the EV business is projected to grow from 33 billion RMB in 2024 to 233 billion RMB in 2027, and further to 462 billion RMB by 2030, with profits expected to reach 46 billion RMB by 2030 [2]. - Traditional business revenue is expected to increase from 333 billion RMB in 2024 to 600 billion RMB by 2030, with profits rising from 33.4 billion RMB in 2024 to 70 billion RMB in 2030 [2]. Group 2: Valuation Comparisons - Morgan Stanley uses Tesla, BYD, and Apple as valuation benchmarks for Xiaomi, noting that BYD's EV sales grew approximately 70% in 2020 and 150% in 2021, with significant increases in price-to-sales (P/S) and price-to-earnings (P/E) ratios [9][12]. - Tesla's P/S ratio also saw a rise from 2-4 times in 2017-2019 to 10-18 times in 2020-2022, correlating with accelerated EV sales growth [12]. - Xiaomi's EV sales are expected to grow significantly, with delivery projections increasing from 137,000 units in 2024 to 750,000 units in 2026, indicating a compound annual growth rate (CAGR) exceeding 100% [15]. Group 3: Financial Projections - Morgan Stanley has raised the average selling price forecasts for Xiaomi's EVs for 2025 and 2026 to 250,000 RMB and 255,000 RMB, respectively, with gross margin estimates adjusted to 20.7% and 22.2% [3]. - By 2030, Xiaomi's total revenue is expected to exceed 1 trillion RMB, with net profits projected to surpass 100 billion RMB [3]. Group 4: Market Scenarios - Morgan Stanley has set a target price of 62 HKD for Xiaomi, with a market value projection of 1.2-1.6 trillion RMB under baseline scenarios, and a potential target price of 75-85 HKD in optimistic scenarios [18]. - In a pessimistic scenario, if the EV business underperforms, the target price could drop to 25-40 HKD, corresponding to a market value of 625-950 billion RMB [18].