今年，绿色加速器项目的入围企业中有一半来自中国。艾什利·布朗说，这充分体现了中国可持续发展 生态的活力与成熟度。据悉，中科原动力、微构工场和上海电气等中国企业入围第三届百事公司绿色加 速器项目。中科原动力以"新能源+智能化"为核心技术驱动，聚焦农业机器人与智慧农业解决方案；微 构工场的核心技术是PHA(聚羟基脂肪酸酯)生物材料生产技术，这是基于下一代工业生物制造技术 (NGIB)和自研菌种技术开发的新技术。上海电气的核心技术在于将低谷电或弃电进行储存，并在需要 时通过蒸汽释放能量。 中科原动力首席执行官韩威博士表示："我们希望通过利用智能化技术提升精准作业和数字化管理水 平，促进农业的增产、增效、增收；采用新能源技术实现农业生产的低碳排放以及降低农业生产成 本。"据悉，中科原动力的智能电动拖拉机已在中国的马铃薯农场进行试点，助力生产环节的可持续转 型。这些"零排放"智能电动拖拉机旨在大幅减少对周边环境及农作物的污染，同时帮助提升作业效率， 并降低潜在作业成本。企业方面希望加速技术国际化推广，并对接全球市场资源。 微构工场首席执行官欧阳鹏飞介绍，微构工场着力解决传统塑料污染和碳排放双重挑战。"我们正积极 推进各 ...

公司客户包括中国移动、中国联通、中国铁塔、爱立信、沃达丰、挪威电信、阿里巴巴、京东、百度、 秦淮数据、万国数据等。另值得一提的是，双登股份此次赴港上市，在公开招股阶段掀起认购热潮，其 公开发售获得3876倍的超额认购，国际发售则是获得了18.75倍的超额认购。另外，双登股份此次全球 招股还获泰州地方国资战略加持，以基石投资者的身份入局，也彰显了泰州当地政府对其行业地位的认 可。 智通财经APP获悉，双登股份(06960)上市次日涨超10%，该股昨日收涨31.29%。截至发稿，涨10.24%， 报21港元，成交额2.41亿港元。 公开资料显示，双登集团是大数据及通信领域能源存储业务的领先公司，专注于设计、研发、制造和销 售储能电池及系统。根据招股书引述弗若斯特沙利文的数据，公司在2024年全球通信及数据中心储能电 池供应商中出货量排名第一，市占率达11%。公司客户有五家全球十大通信运营商及设备商，近30%全 球百大通信运营商及设备商、以及中国五大通信运营商及设备商。公司服务中国十大自有数据中心企业 的80%，以及中国十大第三方数据中心企业的90%。 ...

"高性能无人驾驶激光除草机器人利用机器视觉精准识别杂草，通过高能激光实现物理除草，结合 无人驾驶技术可24小时作业，既无农药残留又保护土壤生态。"清华大学创新领军工程博士、内蒙古八 爪智能科技市场总监李昌政介绍，该技术为农牧业绿色发展提供智能化解决方案。他表示，公司组建以 清华大学博士和农业领域专家为核心的多学科交叉创新团队，此次选择布局呼和浩特，正是看中这里优 越的区位条件、丰富的应用场景以及日益完善的创新生态。 此次对接会旨在深化京蒙协作，打造呼和浩特市与北京市海淀区"两小时创新圈"，深度融入京津冀 协同发展战略布局，依托京津冀国家技术创新中心资源优势，推动前沿颠覆性技术项目在呼和浩特落地 转化。 25个前沿颠覆性技术项目团队通过精彩路演，集中展示创新成果与落地需求。中国科学院院士叶志 镇团队带来的"锌溴液流储能电池产业化"项目，为能源存储难题提供高效方案；内蒙古八爪智能科技有 限公司的"高性能无人驾驶激光除草机器人"，将智能化技术深度融入农牧业生产；天津尚德药缘科技股 份有限公司的"全球首个靶向NF-κB/STAT3双靶点的广谱放疗增敏药ACT001"，有望突破肿瘤治疗关键 瓶颈。路演结束后，与会人员围 ...

Group 1 - The company has successfully launched Robotaxi services in Austin, with plans to expand coverage significantly in the coming weeks, aiming to reach over half of the U.S. population by year-end, pending regulatory approval [1][2][3] - Model Y has become the best-selling vehicle in Turkey, the Netherlands, Switzerland, and Austria, maintaining its position as the best-selling car globally, with autonomous driving features being a key selling point [2][3] - The company is making significant progress in software for Full Self-Driving (FSD) and plans to increase model parameters by about ten times, despite technical challenges [4][5] Group 2 - The CFO highlighted the successful mass production of the new Model Y and the delivery of the first fully autonomous vehicle directly to customers, marking a new phase for the company [7] - The company faces challenges from the Inflation Reduction Act and tariffs, with a $7500 EV subsidy ending soon, which may limit short-term supply in the U.S. market [7][8] - Despite regulatory challenges, the energy business is performing strongly, with record-high gross margins, although deployment volumes have decreased due to high-margin projects nearing completion [10][11] Group 3 - The company is focused on ensuring safety during the expansion of Robotaxi services, with plans to increase operational areas and vehicle numbers significantly [12][21] - The company is nearing the goal of offering non-supervised FSD services to individual users by the end of the year, emphasizing a cautious approach to ensure safety [13][26] - The Optimus robot is in version 2.5, with plans to prototype version 3 by the end of the year and begin mass production next year, targeting an annual production of 1 million units within five years [5][14] Group 4 - The company is prioritizing the production of lower-cost models while balancing cost, profit, and market demand, with plans to launch a more affordable model by the fourth quarter [9][15] - The adoption rate of FSD has increased significantly since the release of version 12, with a 45% rise in uptake, indicating strong demand for autonomous driving features [29][30] - The company is exploring the potential of using its balance sheet for financing once Robotaxi services generate stable cash flow [27][28]

Core Viewpoint - Tesla reported its worst quarterly results in a decade, with Q2 revenue dropping 12% year-over-year to $22.5 billion, attributed to sudden changes in EV tax credits and tariff impacts, leading CEO Elon Musk to predict "difficult quarters" ahead [1][6][31] Financial Performance - Q2 revenue fell 12% year-over-year to $22.5 billion, marking the largest decline in at least ten years [1] - Regulatory credits revenue decreased over 26% to $439 million, down from $595 million in Q1 and $890 million year-over-year [6][28] - Tariff costs increased by approximately $300 million, with two-thirds impacting automotive operations [6][28] Business Outlook - Musk expressed confidence in the future of Tesla, emphasizing the potential of autonomous driving and humanoid robots, with expectations for RoboTaxi services to cover half of the U.S. population by year-end [1][5][8] - The company anticipates capital expenditures exceeding $9 billion this year, focusing on AI, robotics, and manufacturing capacity expansion [4][31] RoboTaxi Expansion - Tesla successfully launched its first RoboTaxi service in Austin, with plans to expand the service area significantly [5][32] - The RoboTaxi service has already logged over 7,000 miles with positive customer feedback and no significant safety incidents reported [5][61] Full Self-Driving (FSD) Adoption - FSD adoption in North America increased by 25% since the release of version 12, although about half of Tesla owners have yet to try the feature [7][28] - Vehicles using FSD are reported to be ten times safer than those without it [7][28] Optimus Robot Development - The design for the third version of the Optimus humanoid robot is complete, with a prototype expected by year-end and mass production aimed for next year, targeting an annual production of 1 million units within five years [8][25][57] Energy Business Growth - Despite challenges, Tesla's energy business achieved its highest gross profit to date in Q2, driven by increasing demand for energy storage solutions [9][29] - The company plans to launch its first LFP battery manufacturing facility by year-end and a third mega factory by 2026 [10][57]

Core Viewpoint - Tesla is preparing for a potential significant decline in quarterly revenue, with expectations of an 11% year-over-year drop to $22.6 billion in Q2, marking the largest quarterly sales decline since 2012 [1] Group 1: Financial Performance - Tesla's automotive business, which contributed 90% of revenue and 94% of gross profit in 2024, is currently facing challenges, with Q2 deliveries reported at 384,000 vehicles, a 13% year-over-year decline [4] - Deutsche Bank predicts Q2 revenue will reach $22.2 billion, driven by a higher mix of the new Model Y Juniper, leading to a 4% increase in average selling price (ASP) to $41,600 [4] - Gross margin for the automotive business, excluding carbon credits, is expected to improve from 12.5% in Q1 to approximately 14% in Q2, with overall GAAP gross margin projected at 16.9%, surpassing market expectations of 16.4% [4] - Barclays forecasts a 10% decline in delivery volume for 2025, with consensus EPS expectations dropping from over $3.20 to $1.84 [6] Group 2: Future Outlook - Tesla's delivery target for 2025 is set cautiously at 1.58 million units, lower than the market expectation of 1.62 million, primarily due to delays in the low-cost Model Q [6] - The upcoming Model Y long-wheelbase version is expected to contribute approximately 50,000 units in Q4 [9] - The Robotaxi business is seen as a new growth engine, with plans to expand the fleet to over 1,000 vehicles in the next 6 to 9 months, targeting cities like San Francisco and Phoenix [10][11] Group 3: Market Sentiment and Valuation - Tesla's stock price is heavily reliant on investor confidence in its long-term vision, with approximately 95% of its current valuation tied to future potential rather than current financial performance [3] - Despite the challenges, Tesla's stock remains highly valued at 142 times expected profits, compared to the Nasdaq index at 100 times [7] Group 4: Policy and Competitive Landscape - The potential end of the EV tax credit in the U.S. by September 2025 could lead to a significant drop in sales, as about 20% of Tesla's global sales benefit from this subsidy [12] - Competition from Xiaomi's SU7 is noted, although Tesla's Model 3 sales in China have not been significantly impacted since the SU7 launch [4]

Group 1 - The core point of the article is that Tesla deployed 9.6 gigawatt-hours of energy storage products in the second quarter [1]

Group 1 - Tesla deployed 9.6 gigawatt-hours of energy storage products in the second quarter [1]

Group 1 - Fluence Energy Inc. (FLNC) saw a significant stock price increase of nearly 19%, reaching an intraday high of $5.98, the highest since May 13 [1] - The company is part of the "Trump Tariff Losers Index," indicating its stock performance is noteworthy within this context [1] - Analysts from JPMorgan believe that the Senate's budget reconciliation draft, which differs from the House's already passed version, is favorable for the energy storage sector [1] Group 2 - In contrast, solar stocks have experienced substantial declines, with Sunrun down 42.7%, SolarEdge down 39.2%, Enphase Energy down 25.8%, First Solar down 17.7%, and SPWR down 13.1% [1]

Group 1: Federal Reserve and Economic Policy - The Federal Reserve is expected to maintain interest rates in May, with Powell indicating that rate cuts may depend on inflation trends, while also mentioning that tariff policies could impact the economy [3] - The Fed's stance suggests a cautious approach, balancing between not wanting to cut rates immediately and being wary of potential economic downturns due to tariffs [3] Group 2: Oil Market Dynamics - OPEC+ plans to increase production by 410,000 barrels per day in June, leading to a drop in oil prices to $58 per barrel for WTI and below $62 for Brent [3] - Short-term oil price fluctuations are anticipated to remain between $55 and $60, with long-term trends dependent on Chinese demand [3] Group 3: Tesla's Financial Performance - Tesla's automotive business profits have plummeted by 70%, while energy storage deployment has more than doubled, with Powerwall installations exceeding 1 GWh in a single quarter [4] - Rising supply chain costs in China by 15% and a decrease in Shanghai factory utilization to 75% pose challenges for Tesla [4] - Key factors to monitor include the production progress of the 4680 battery and regulatory risks associated with the Full Self-Driving (FSD) system, which are critical for stock performance [4] Group 4: US-China Trade Relations - The US has canceled tariff exemptions on small packages from China, indicating a complex negotiation stance, while China is assessing the situation [5] - A potential easing of trade tensions could benefit export stocks, but an escalation in conflict may strengthen sectors like rare earths and semiconductors [5]