近期，通用汽车与特斯拉加速北美供应链"去中国化"的事情闹得沸沸扬扬。 2025.11. 21 本文字数：1220，阅读时长大约2分钟 作者 | 第一财经 武子晔 "通用汽车的总体战略是'在哪里生产，就在哪里采购'。这样的供应链韧性战略具有全局性，并不特定 针对任何国家或地区。"近日，接近通用汽车的知情人士向第一财经记者表示。 今年5月，特斯拉在公开渠道上表示，上海工厂每一辆Model 3和焕新Model Y上，超过95%的零件 都产自中国。 近年来，中国供应商也越来越多地给特斯拉全球其他地方的工厂供货，部分已经跟随特斯拉在海外建 厂。特斯拉副总裁陶琳在今年5月表示，特斯拉上海工厂有400多家中国供应商合作伙伴，其中60多 家已被特斯拉引入全球采购体系。 微信编辑 | 苏小 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 上述人士表示，自2021年以来，通用通过推进本土化采购与友岸外包来构建韧性供应链体系，这一 全球战略正持续实 ...

别克旗下高端新能源子品牌"至境"正是上汽通用高度本土化的产物。 11月21日，在广州车展上，别克至境第二款车型"世家"首次亮相，定位新能源旗舰MPV。新车是上汽 通用和中国本土供应商一起协同打造的本土化产品，基于本土全栈自研的"逍遥"超级融合整车架构打 造，采用插混动力形式，CLTC 纯电续航为224km，CLTC综合续航为1320km，零百加速5.8s；在智能驾 驶方面，上汽通用也与位列智驾行业第一梯队的本土供应商Momenta合作，开发了逍遥智行辅助驾驶系 统。 而对于特斯拉要求供应商在其美国生产的汽车中不使用中国制造零部件的消息，截至发稿，特斯拉方面 并未正面回应。 但业内人士预计，该事件也不会对特斯拉上海超级工厂带来影响。特斯拉在上海超级工厂生产的汽车， 主要使用中国本土生产的零部件，并在中国和部分海外市场销售，海外主要销往亚洲和欧洲，不销往美 国。 通用汽车北美市场本土化采购策略，并不影响上汽通用业务。 "通用汽车的总体战略是'在哪里生产，就在哪里采购'。这样的供应链韧性战略具有全局性，并不特定 针对任何国家或地区。"近日，接近通用汽车的知情人士向第一财经记者表示。 近期，通用汽车与特斯拉加速北美供 ...

Group 1 - Tesla has requested to eliminate Chinese components from its vehicles manufactured in the US, aiming to complete this transition within two years due to geopolitical tensions and previous tariff impacts [5][6]. - The CEO of Xiaomi, Lei Jun, responded to criticisms regarding the safety of their vehicles, emphasizing that safety is a fundamental priority alongside aesthetics [11]. - During the Double 11 shopping festival, Fliggy reported a 30% increase in gross merchandise volume (GMV) compared to the previous year, with significant growth in user participation and transaction numbers [13]. Group 2 - Leap Motor's founder announced that the company has achieved its 2025 sales target of 500,000 vehicles ahead of schedule and aims to reach 1 million sales in 2026 [17]. - Apple CEO Tim Cook may resign as early as next year, with the company actively searching for a successor, potentially signaling significant management changes [36][37]. - Nokia plans to close its Munich R&D center by 2030, resulting in over 700 job cuts, as part of a global strategy to focus investments on key sustainable hubs [38][39]. Group 3 - Jaguar Land Rover reported a direct loss of £196 million due to a cyberattack that disrupted production and affected thousands of employees [41][42]. - Kuka, a German robotics manufacturer, announced an increase in layoffs to 560 positions due to a significant drop in orders, primarily driven by a slowdown in the automotive sector [45][46]. - Samsung has announced a 60% price increase for certain memory chips, which is expected to lead to higher prices for consumer electronics, including smartphones and PCs [46][47].

Group 1 - A significant number of unapproved power banks without "3C certification" have been intercepted at airports, leading to a surge of these products being sold on second-hand platforms at low prices ranging from 15 to 30 yuan [6] - The Civil Aviation Administration of China issued a notice prohibiting passengers from carrying power banks without clear 3C certification starting June 28, emphasizing the need for proper disposal and storage procedures for travelers [6] - Anker has introduced a new recall solution for power banks, allowing users to soak the devices in saltwater for 24 hours to receive compensation, amid ongoing investigations into the safety of their products [8][11] Group 2 - Hangzhou Deshi Biotechnology Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange, with Huatai International as the exclusive sponsor [3] - Shanghai Jinjiang International Hotel Co., Ltd. has also filed for an IPO with Dongfang Securities International as the exclusive sponsor [4] - The maternal and infant e-commerce platform Haipaike has submitted its IPO documents to the Hong Kong Stock Exchange [5] Group 3 - Xiaomi responded to concerns regarding the YU7 model's brake catching fire during track testing, clarifying that the incident occurred due to extreme conditions and urging caution for unmodified vehicles [9][14] - Bubble Mart has faced complaints about delayed shipments of collectible products, attributed to a surge in orders during the "618" shopping festival, with an apology issued for the delays [8][10] Group 4 - Buffett announced a donation of $6 billion worth of Berkshire Hathaway stock to various charitable organizations, bringing his total donations to over $60 billion [12] - PwC is set to lay off 175 junior auditors as part of its restructuring efforts [12] Group 5 - The Italian air traffic control faced a data transmission failure, leading to the suspension of over 300 flights in the northwest region, which was later resolved [12] - Germany has requested Apple and Google to remove the DeepSeek application from their stores due to data security concerns [15]

Core Insights - Tesla officially launched its Robotaxi service in Austin, Texas, on June 22, with around 10 updated Model Y vehicles deployed for passenger transport [1][2] - The service allows invited users to call Robotaxis via a new app, with a fixed fare of $4.20 per ride, operating from 6 AM to midnight [2] Group 1 - Tesla CEO Elon Musk celebrated the launch as a culmination of ten years of hard work by the team, highlighting the internal development of AI chips and software [2] - The Robotaxi service utilizes only cameras and neural networks for its autonomous driving technology, without the use of lidar [2] - The first passenger experience was shared on social media, emphasizing the revolutionary nature of the service and the affordability of the vehicle priced at approximately $38,000 [2] Group 2 - Musk envisions the Robotaxi industry as a combination of Airbnb and Uber, allowing Tesla owners to share their vehicles and earn income [2] - Vehicle owners can flexibly join or leave the Robotaxi network through the app, with the potential for significant revenue generation for Tesla, described by Musk as a "trillion-dollar opportunity" [2]

Group 1 - Wahaha bottled water is reportedly produced by Jinmailang, leading to consumer confusion, but Wahaha's customer service assures that all products from legitimate channels meet quality standards [1] - Japanese restaurant chain SASAYA issued an apology after a location displayed a sign prohibiting Chinese customers, clarifying that the sign was unauthorized and emphasizing their commitment to serve all customers equally [3] - Two Chinese students in Malaysia staged a fake kidnapping to extort 5 million yuan from their parents, leading to their arrest [4] Group 2 - The parent company of Manus, Butterfly Effect, denied reports of planning a $100 million financing round at a $1.5 billion valuation, stating that the information is false and the team is focused on product development [6] - Nvidia's CEO Jensen Huang's compensation for the fiscal year 2025 increased by 46% to nearly $50 million, primarily due to a significant rise in stock awards [8] - BYD's news office responded to criticisms regarding the design of their gear shift, labeling the negative comments as typical "black public relations" tactics [9][10] Group 3 - Neta Auto denied bankruptcy rumors, clarifying that a third-party advertising company filed for bankruptcy, while the company itself is not pursuing such actions but is facing difficulties and seeking solutions [11] - Shenzhen Metro Group plans to lend Vanke up to 1.552 billion yuan to repay bond principal and interest, with the loan rate based on the LPR minus 76 basis points [11] - Ferrari's CEO stated that the brand focuses on driving experience rather than excessive technology in vehicles, emphasizing that Ferrari is not meant to be a mobile entertainment center [12] Group 4 - Tesla's Shanghai Gigafactory exported nearly 30,000 Model 3 and Model Y vehicles in April, marking a record high for monthly exports in the past year, with significant growth in sales in the South Korean market [15] - Goldman Sachs was fined $1.45 million for failing to accurately report billions of stock market transactions, as per U.S. regulatory authorities [16] - A steel company in Jiangsu was found to have a majority of its quality inspection department involved in falsifying test results, leading to significant financial losses for the company [17][19] Group 5 - Tesla's VP Tao Lin announced that the refreshed Model Y has begun deliveries in multiple markets across the Asia-Pacific region, including Hong Kong, the Philippines, Japan, Australia, Singapore, and South Korea [20][21] - Elon Musk predicted that the number of humanoid robots could eventually reach hundreds of billions, suggesting that everyone may desire their own personal robot [22]

Core Insights - The Chinese automotive industry has achieved a historic milestone with both production and sales exceeding 10 million units for the first time in history during the first four months of the year, marking a year-on-year growth of over 10% [1][2] - This achievement signifies a substantial shift from being a "follower" to becoming a "leader" in the automotive sector [2] Industry Performance - In the first four months, the production and sales of new energy vehicles (NEVs) reached 4.429 million and 4.3 million units respectively, reflecting year-on-year growth of 48.3% and 46.2%, with NEVs accounting for 42.7% of total new car sales [4] - Exports of automobiles totaled 1.937 million units, with NEV exports reaching 642,000 units, a year-on-year increase of 52.6% [4] Driving Factors - **Technology**: The concept of "technological equality" is reshaping the automotive market, with L2 level smart driving penetration expected to reach 57.3% in new passenger cars by 2024. The rapid application of new technologies in domestic NEV models is significantly enhancing vehicle performance and stimulating market demand [7][8] - **Policy**: The "Two New" policy, which includes large-scale equipment updates and trade-in incentives, is crucial for boosting domestic automotive consumption. Predictions indicate that this policy could lead to over 6.5 million vehicle updates in 2024 [9] Regional Developments - The automotive industry is reshaping regional competitiveness, with cities like Chongqing leveraging automotive growth to enhance their economic standing, while Anhui has surpassed Guangdong in production volume, producing 761,700 vehicles in the first quarter, with NEVs increasing by 83% [10][12] - The competitive landscape is evolving, with government measures aimed at reducing "involution" among domestic automakers to promote healthy industry development [13]

Core Viewpoint - The article discusses various companies' strategic moves and market expansions, particularly focusing on their international ventures and collaborations in the Middle East and Europe. Group 1: Company Developments - Nayuki Tea has reportedly changed its logo and name, possibly in relation to its expansion into the European and American markets [7] - Dingdong Maicai has entered the Hong Kong market through a strategic partnership with DFI Retail Group, aiming for a sales target of 100 million HKD in the first year [8] - CATL is seeking a loan of approximately 1 billion USD to expand its operations in Indonesia [11] - WeRide and Uber are expanding their strategic partnership to deploy autonomous Robotaxi services in 15 new international cities [10] - XTransfer has obtained an electronic money institution license from the Dutch central bank, enabling it to provide local accounts and cross-border settlement services to small trade enterprises in the Netherlands [17] Group 2: Market Trends - The European market is becoming a new battleground for cross-border e-commerce platforms, with SHEIN and Temu significantly increasing their advertising spending in France and the UK [9] - The global retail e-commerce market in Europe reached a size of 631.9 billion USD in 2023, indicating substantial growth potential [9] - The automotive trade in China saw a total import and export value of 23.82 billion USD in March, with a month-on-month increase of 32.1% [19] Group 3: Financial and Investment Activities - Uber has committed to an additional 100 million USD investment in WeRide, marking its largest investment in the autonomous driving sector to date [21] - The Chinese government has introduced financial policies to support foreign trade enterprises, which are seen as a timely boost for businesses affected by tariffs [18] - Huabao New Energy launched a new family green power system at the Intersolar Europe 2025 event, showcasing advancements in renewable energy solutions [15]

Group 1: Company Developments - Nayuki Tea is reportedly changing its logo and name, possibly related to its expansion into the European and American markets [3] - Dingdong Maicai has entered the Hong Kong market through a strategic partnership with DFI Retail Group, aiming for a sales target of 100 million HKD in the first year [3] - WeRide and Uber are expanding their strategic cooperation to deploy autonomous Robotaxi services in 15 new international cities over the next five years [6] - Ant Group plans to separately list its overseas unit Ant International in Hong Kong, with no current policy obstacles reported [6] - CATL is seeking a loan of approximately 1 billion USD for its business expansion in Indonesia [7] Group 2: Industry Trends - The European market is becoming a new battleground for cross-border e-commerce platforms, with SHEIN and Temu increasing their advertising spending significantly [4] - The global retail e-commerce market in Europe reached 631.9 billion USD in 2023, indicating substantial growth potential [4] - The Chinese B2B foreign trade financial platform XTransfer has obtained an electronic money institution license from the Netherlands, enabling it to provide local accounts and cross-border settlement services [12] - China's goods trade import and export value for the first four months of the year was 14.14 trillion CNY, showing a year-on-year growth of 2.4% [13] - The automotive goods import and export total for March was 23.82 billion USD, with a month-on-month increase of 32.1% [14]

Group 1 - The article discusses the challenges faced by African video bloggers in monetizing their content despite high traffic [2] Group 2 - The German heat pump market is experiencing renewed competition, presenting opportunities for Chinese heat pump companies [3] - A former executive from Aoki has launched a smart coffee maker, achieving overseas revenue of 150 million [3] Group 3 - A toy similar to one sold on Taobao has generated 2 million in revenue on TikTok in a month, indicating a promising future for cross-border toys [4] Group 4 - U.S. Treasury Secretary Bessent stated that the U.S. debt trajectory is unsustainable, emphasizing the importance of the debt-to-GDP ratio [5][6] - The Chinese government has agreed to engage in talks with the U.S. regarding tariffs, following a series of unilateral measures by the U.S. that have impacted Sino-U.S. trade relations [6] - The Chairman of the China Securities Regulatory Commission supports the return of quality Chinese concept stocks to the domestic and Hong Kong markets [6] Group 5 - NVIDIA's CEO Huang Renxun predicts that China's AI chip market could reach 50 billion, stressing the importance of U.S. companies gaining access to this market [7] - Tesla's Shanghai Gigafactory has achieved over 95% localization for Model 3 and refreshed Model Y, with over 60 Chinese suppliers integrated into Tesla's global procurement system [7] - Uber is set to invest an additional 100 million in WeRide, marking its largest investment in the autonomous driving sector to date [7] Group 6 - The European Parliament has approved relaxed carbon emission rules for car manufacturers, allowing more time for compliance and reducing potential fines [8] - In response to U.S. tariff policies, several German retailers are shifting their focus from the U.S. market to Europe [8] - TikTok announced a new data center project in Finland with an investment of 1 billion euros, part of a broader initiative to enhance data protection in Europe [8]