以下文章来源于BT财经 ，作者BT财经 BT财经 . 亚洲有影响力的金融信息服务传播平台 来源 | BT财经 近日，贾跃亭发微称，FF与特斯拉签署协议并达成首次合作引发关注。 根据合作协议，未来配备 NACS 充电接口的 FF 与 FX 纯电动车型将在北美、日本及韩国可直接使用特斯拉超级充电网络，接入超过 28000 座特斯拉超级充电站。贾跃亭称， FF 与 FX 接入 Tesla 超级充电网络，将极大助力 Super One 后续放量交付，并大幅提升用户充 电便利性、可靠性及充电效率，并与现有快速充电网络形成互补，实现充电自由。此外，贾跃亭还表示， FF 与特斯拉达成首次合作，为未 来可能的深度合作奠定基础。 手 握 两 家 上 市 公 司 值 多 少 钱 ？ 此外，贾跃亭还在微博发文称，法拉第未来愿与特斯拉在 FSD （完全自动驾驶）技术上展开全面合作。他表示， FF 与 FX 车型已实现与特 斯拉超充网络兼容，并呼吁双方共建生态。贾跃亭强调， FF 与特斯拉共享"第一性原理、技术驱动"的理念，认为 FSD 应成为行业通用语 言。他特别 @ 马斯克，提议双方就 FSD+FF/FX 的未来发展进行对话。 不 ...

近日，贾跃亭发微称，FF与特斯拉签署协议并达成首次合作引发关注。 根据合作协议，未来配备NACS充电接口的FF与FX纯电动车型将在北美、日本及韩国可直接使用特斯拉超级充电网络，接入超过28000座特斯拉超级充电 站。贾跃亭称，FF与FX接入Tesla超级充电网络，将极大助力Super One后续放量交付，并大幅提升用户充电便利性、可靠性及充电效率，并与现有快速充 电网络形成互补，实现充电自由。此外，贾跃亭还表示，FF与特斯拉达成首次合作，为未来可能的深度合作奠定基础。 此外，贾跃亭还在微博发文称，法拉第未来愿与特斯拉在FSD（完全自动驾驶）技术上展开全面合作。他表示，FF与FX车型已实现与特斯拉超充网络兼 容，并呼吁双方共建生态。贾跃亭强调，FF与特斯拉共享"第一性原理、技术驱动"的理念，认为FSD应成为行业通用语言。他特别@马斯克，提议双方就 FSD+FF/FX的未来发展进行对话。 不过马斯克并没有表现出太大兴趣。同日，马斯克在X平台表示，曾有多家车企接触特斯拉商讨FSD合作， 方案规模小、条件不合理，缺乏诚意。 此前不久，永远"下周回国"的贾跃亭又一次表示要尽快回国。自2017年7月他以推动法拉第未来（F ...

Group 1 - Shanghai Green Express Company (referred to as "Green Express") has been found guilty of food safety violations, leading to the revocation of its food business license and business license, with eight responsible individuals arrested [3][8]. - The incident began on September 15 when a citizen reported issues with shrimp fried eggs supplied by Green Express to local schools, prompting a thorough investigation by the Shanghai government [3][6]. - The investigation revealed that the company engaged in collusion in bidding processes, resulting in illegal wins for 86 school meal service projects [8]. Group 2 - Green Express's operations included supplying meals to over 500 schools and kindergartens in Shanghai, with a daily meal provision exceeding 500,000 portions [8]. - The company faced significant operational disruptions as Shanghai's state-owned Guangming Food Group took over meal supply for 484 schools to ensure student dining was not affected [8]. - The company has a history dating back to 1999, with its current structure established after a reorganization in which a Hong Kong company became the sole shareholder [8]. Group 3 - In a separate incident, Chery Automobile issued an apology following an accident during a vehicle testing event at Tianmen Mountain, where a vehicle slipped and damaged the scenic area [10][14]. - Chery's financial performance remains strong, with a reported revenue of 214.83 billion yuan for the first three quarters of the year, marking a 17.94% year-on-year increase [15]. - The company sold 2.1433 million vehicles in the first ten months of the year, reflecting a 12% increase compared to the previous year, positioning it among the top five Chinese automotive groups [15]. Group 4 - Evergrande Auto has entered bankruptcy proceedings for its Tianjin subsidiary, with the court accepting creditor applications for bankruptcy and liquidation [27]. - The company reported a significant revenue drop of 75.17% year-on-year for the first half of 2024, with revenues of 38.38 million yuan compared to 154 million yuan in the same period last year [29]. - Evergrande Auto's net loss for the first half of 2024 reached 20.256 billion yuan, surpassing the total loss for the entire year of 2023 [29][30]. Group 5 - Faraday Future, led by Jia Yueting, has signed a cooperation agreement with Tesla, allowing its vehicles to access Tesla's Supercharger network in North America, Japan, and South Korea [31][34]. - This partnership is expected to enhance the convenience and efficiency of charging for Faraday Future's upcoming models, including the FX Super One [34]. - Despite the collaboration, Faraday Future's sales have been underwhelming, with only 16 units of its flagship model sold since its launch [34].

Group 1 - Mercedes-Benz Canada has announced that owners of its electric vehicles can now access the Tesla Supercharger network, with a new North American charging standard interface to be introduced by the end of 2025 [2] - In September, China's automobile exports exceeded 600,000 units, with new energy vehicle exports maintaining rapid growth. Passenger car exports reached 560,000 units, a month-on-month increase of 5% and a year-on-year increase of 22.4%. From January to September 2025, passenger car exports totaled 4.201 million units, a year-on-year increase of 15.6% [2] - The newly launched 2025 model of SAIC Maxus G50 PHEV features a 1.5-liter plug-in hybrid power system, with prices starting at 139,800 yuan [2][3] Group 2 - Volvo Cars has introduced a free home charging plan in Sweden, offering one year of free home charging service for customers purchasing new electric vehicles starting from February 2026 [5]

Core Viewpoint - Tesla's stock increased by 5% following the announcement of a price hike for its fastest version of the Cybertruck, indicating positive market reaction to the company's pricing strategy [1] Group 1: Price Adjustment - Tesla has raised the price of the Cyberbeast version of the Cybertruck by $15,000, from $99,990 to $114,990 [1] - The price adjustment includes the addition of a "luxury package," which features Full Self-Driving capabilities and free access to Tesla's Supercharger network [1] - Other versions of the Cybertruck have not seen any price changes [1]

Group 1 - Tesla has increased the price of its fastest version of the Cybertruck, the Cyberbeast, by $15,000, raising the price from $99,990 to $114,990 [1] - The Cyberbeast version will now include a "luxury package" that features Full Self-Driving capabilities and free access to Tesla's Supercharger network [1] - Prices for other versions of the Cybertruck remain unchanged [1] Group 2 - Tesla has officially opened pre-orders for the new Model YL in the Chinese market, with a starting price of 339,000 RMB (approximately $47,184) [1] - This move is seen as a strategic adjustment to address increasing local competition in the world's largest automotive market [1] - Tesla has updated its product line in China to align with market demands [1]

Core Viewpoint - NIO's battery swapping model is being criticized, but it is strategically building a competitive moat that requires time to demonstrate its value [1][2][8] Financial Performance - NIO reported a net loss of 4.26 billion yuan in Q1 2025, a year-on-year increase of 37.8%, with R&D expenses accounting for 41% of costs, primarily due to battery swapping network investments [2] - The initial heavy asset investment in battery swapping is necessary for long-term competitive advantages, similar to Amazon and JD's logistics investments [2] Battery Swapping Model Benefits - The battery swapping service allows users to save approximately 1,500 yuan monthly on charging time and costs, enhancing convenience compared to traditional charging methods [3] - NIO's battery leasing service reduces the purchase cost of vehicles by 100,000 yuan, broadening the target customer base [3][4] Strategic Partnerships - NIO's recent partnership with CATL aims to develop a second-generation battery pack with a 15% increase in energy density and a 20% reduction in cost, potentially reshaping industry dynamics [4] - The collaboration may lead to a standardized battery pack design, allowing different brands to share the same battery swapping infrastructure [4] Market Position and Ecosystem - NIO has established 2,800 battery swapping stations, covering 95% of prefecture-level cities, which serve as both service points and data collection hubs [6] - The battery swapping model is expected to improve operational efficiency by 40%, with daily service vehicles per station exceeding 120 [6] Competitive Landscape - The ultimate competition in the electric vehicle market is shifting from individual products to ecosystem battles, with NIO focusing on reconstructing the energy supply system [6][8] - NIO's battery swapping network is seen as a hidden barrier to entry, requiring time to fully realize its potential [8] Future Outlook - As battery swapping becomes standardized, new business models will emerge, including battery valuation, second-life usage, and green energy trading [8] - NIO's investment recovery period for battery swapping stations has decreased from 48 months to 30 months, indicating improving financial viability [8]