新质生产力、科技创新、产业创新、城市更新……这些都是向新向好之"表"。细究其"里"，则是发 展理念之新、发展格局之新。 习近平总书记强调："要坚持稳中求进工作总基调，完整准确全面贯彻新发展理念，加快构建新发 展格局"。 7月30日召开的中共中央政治局会议指出："坚持以科技创新引领新质生产力发展，加快培育具有国 际竞争力的新兴支柱产业，推动科技创新和产业创新深度融合发展。" ——看中国经济之"新" 向新向好，高质量发展的必然要求。 创新中国，活力澎湃；向新而行，以质致远。"以自强不息的精神奋力攀登，到处都是日新月异的 创造。" 打造新引擎—— 增加高质量科技供给，以科技创新引领新质生产力发展 中共中央政治局会议指出："坚持以科技创新引领新质生产力发展"。 实验正进入关键环节——经透射电镜5000倍放大，固态电池内部短路的全过程被精准捕捉。今年7 月，中国科学院金属研究所研究员王春阳带领团队成功揭示固态电池短路机理，为新型固态电池的开发 提供了理论依据。 "我们发现，在锂离子输运过程中，固态电解质中的缺陷会诱导锂枝晶生成，并贯通形成微米级导 电通道，使'软短路'最终演变为'硬短路'，导致电池失效。"王春阳说。 近 ...

Rivian says the rollback of fuel economy rules in the U.S. is holding up $100 million of revenue, a sign of how changes to automotive policy are starting to hurt the electric-vehicle industry https://t.co/U4WMMCzWDK ...

Vietnam’s EV Maker VinFast To Sell R&D Assets To Billionaire Founder For $1.5 Billionhttps://t.co/V4fISESWXL https://t.co/GIgG5kT3xj ...

🚨 NEWS: Tesla now offers free lifetime Supercharging on all new Model 3 inventory in Canada.$TSLA 🇨🇦 https://t.co/i1HXuweAYiTesla North America (@tesla_na):Unlimited road trips through CanadaFree Supercharging now on all Model 3 inventory 🇨🇦 ...

Investors might want to bet on Ferrari (RACE) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual invest ...

AEye (LIDR) 2025 Conference Summary Company Overview - **Company**: AEye - **Industry**: LiDAR technology for automotive and adjacent markets Key Points and Arguments Strategic Decisions and Product Development - AEye made a pivotal decision in early 2024 to separate from Continental and focus on developing a new LiDAR product called Apollo, aimed at improving performance, cost, and size [5][6] - Apollo was integrated with NVIDIA DRIVE AGX platform, enhancing performance metrics and providing an objective view of capabilities [7][8] Market Dynamics and Opportunities - There is a growing recognition of LiDAR's essential role in the automotive industry, with significant demand expected in the next twelve months [9][12] - AEye anticipates shipping 2 to 3 million sensors in China this year, indicating a strong market presence [11] - Replacement cycles in adjacent industries, such as tolling applications, are driving demand for LiDAR due to its cost-effectiveness compared to traditional methods [13][14] Financial Position and Growth Potential - AEye has over $80 million in cash, with the lowest burn rate in the industry, providing a strong financial position to capitalize on near-term revenue opportunities [17][18] - The company expects significant returns with lower revenue thresholds due to its efficient cost structure [18] Competitive Advantages - AEye's LiDAR technology can gather 4 to 5 times more photons than competitors, allowing for a detection range of up to one kilometer [22] - The Apollo system is designed for easy integration into vehicles without extensive modifications, enhancing its appeal to OEMs [23] Partnerships and Collaborations - AEye's partnership with NVIDIA has provided substantial support, including outbound marketing and validation of their technology, which has accelerated discussions with OEMs [47][50] - The collaboration with Lite On is crucial for supply chain management and cost efficiency, allowing AEye to maintain a competitive edge [60][68] Revenue Generation and Market Strategy - AEye has secured six contracts and is in deep negotiations for 30 more, indicating a robust pipeline for future revenue [31] - The company is focusing on both automotive and non-automotive markets, with higher margins expected in non-automotive applications [61] Future Outlook and Milestones - AEye aims to ship thousands of units by 2026, with a focus on ramping revenue and customer conversions [71] Additional Important Insights - The integration of Apollo and Optus platforms allows for a comprehensive solution that combines sensing and AI capabilities, expanding AEye's addressable market [44][46] - AEye is addressing supply chain concerns proactively, ensuring resilience through strategic partnerships [66][68] - The company is focused on maintaining financial discipline and resource allocation to convert customer engagements into long-term revenue [41][43]

Stratasys (SSYS) Q2 2025 Earnings Call August 13, 2025 08:30 AM ET Speaker0Good day, and welcome to today's conference call to discuss Stratasys' Second Quarter twenty twenty five Financial Results. My name is Kevin, and I'm your operator for today's call. Now I'd like to hand the call over to Jornal Lloyd, Chief Communications Officer and Vice President of Investor Relations for Stratasys. Mr. Lloyd, please go ahead.Speaker1Good morning, everyone, and thank you for joining us to discuss our twenty twenty f ...

文丨马晓迪 编辑丨果脯 Unity中国CEO张俊波 独立运营是自然而然的结果 Q：为什么决定独立运营？ 张俊波：这其实是一个自然而然推着走的结果。 2017年，我正式接手Unity中国的业务。当时，Unity在中国的注册用户可能就三四十万，市场占有率也只有20%。后面随着软件迭代，每年Unity中国都会 有六七十万的新增用户，到目前为止注册用户已经累积了480万，涨了小十倍。 2025上半年来，Unity中国一度吸引了不少人的注意力，比如他们正式宣布独立运营，着重发展小游戏发行业务，以及深度参与车机开发等等。不久前， 他们还公布了与蔚来深度合作的数字孪生工厂。 但与此同时，他们的诸多决策也引来了不少质疑的声音。 独立之后，中国开发者恐怕无法直接使用到Unity6引擎的诸多新功能，这对国内使用Unity的游戏开发者恐怕打击不小——尤其Unity是开发移动端游戏的 重要引擎，大多知名产品都基于它开发。 另一方面，Unity中国人数并不算多，却围绕小游戏、车机开展了多条业务线。有人会认为这将导致公司的重心不确定，最终无法取得比较理想的成绩 ——但从目前他们业务开展进度来看，Unity中国又确实在各个领域都有了不错的 ...

🚨 Tesla is hiring robotaxi test drivers in New York CityTesla is recruiting test drivers in New York to operate cars with “automated driving systems,” but the company hasn’t applied for the permits it would need to test autonomous vehicles in the nation’s largest city.A job opening on Tesla’s website says the company is looking to hire vehicle operators in the borough of Queens. The hires will be “responsible for driving an engineering vehicle for extended periods, conducting dynamic audio and camera data c ...

Financial Performance & Guidance - Methode Electronics reported FY25 sales of $1.05 billion[13, 30] and adjusted EBITDA of $43 million[30] - The company's Q4 FY25 free cash flow reached $26 million, the highest since FY23[8, 30] - FY26 guidance projects sales between $900 million and $1 billion[36], with a midpoint of $950 million[34], and EBITDA between $70 million and $80 million[30, 36], with a midpoint of $75 million[34], representing a 100%+ increase in EBITDA despite ~$100 million lower sales[10, 37] - The company anticipates $58 - $63 million in Depreciation and Amortization, $24 - $29 million in CapEx, $21 - $23 million in Interest Expense and $17 - $21 million in Tax Expense for FY26[36] Business Segments & Growth - In FY25, Automotive segment accounted for 45% of sales, Industrial 40%, and Interface 15%[13] - User Interface solutions represented 45% of sales, Lighting 27%, Power 24%, and Sensors 2%[13, 19] - The company achieved record power product sales in data centers exceeding $80 million in FY25, with similar or greater sales expected in FY26[8, 37] Market & Strategic Outlook - A reset of EV sales is expected in FY26 due to a slowdown in the North American market, particularly driven by Stellantis, with a return to growth anticipated in FY27[9] - Awards of $1.0+ billion in annual sales were secured from FY22 to FY25[30] - The company is focused on transformation, prioritizing improved execution before growth, emphasizing "Earning the Right"[8, 26, 37]