【文/观察者网 潘昱辰 编辑/高莘】据《日本经济新闻》10月9日报道，由于全球市场电动汽车需求疲 软，日产、特斯拉、现代、福特、通用等跨国汽车巨头均选择大幅降价，以刺激消费。而在业内人士看 来，随着全球市场竞争的加剧，电动汽车的售价未来将持续下降。 更长续航，更低价格 就在10月9日，日产汽车宣布将于10月17日上市第三代聆风，并计划于今年年底和明年1月在美国和日本 开启交付。该车型在日本的起售价约为520万日元（约合人民币24.3万元）。若叠加政府补贴，其终端 价格将在430万日元（约合人民币20万元）左右。此外，日产计划于明年2月推出电池容量和价格更低的 版本，价格将在350万日元（约合人民币16.3万元）左右。 第一代日产聆风于2010年推出，是世界上第一款面向大众市场的电动汽车，迄今全球累计销量超过70万 辆。但日产首席营销经理寺西章表示，前两代聆风一直被认为续航里程过短，需要频繁充电，因此日产 必须努力改变客户的固有印象。 扣，使现代IONIQ 5的价格降至约300万日元（约合人民币14万元）；比亚迪则在9月提供高达117万日 元（约合人民币5.46万元）的折扣，并计划于明年在日本推出K-Car—— ...

Core Insights - The article highlights the transformation of the Chinese technology industry from a "follower" to a "leader" in innovation, particularly in the consumer electronics sector, exemplified by the success of Xiaomi's 17 series smartphones [1][3][9] Group 1: Innovation Trends - Innovation capability is shifting from "weak" to "strong," with Chinese tech companies redefining product innovation and establishing new advantages in the consumer electronics market [3][4] - The value chain is moving from "low" to "high," driven by technological innovation and industrial upgrades, indicating a transition towards mid-to-high-end products [4][5] - New consumer demands are emerging, with technology innovation creating new consumption scenarios and stimulating market activity, as seen during the recent holiday shopping period [6][7] Group 2: Market Performance - In the automotive sector, China's new energy vehicle sales surged to 12.87 million units in 2024, with a penetration rate of 40.9%, showcasing significant growth from 2014 [5][6] - The export of automobiles reached 4.29 million units in the first eight months of the year, with new energy vehicle exports increasing by 87.3% [6] Group 3: Long-term Strategy - The focus is shifting from short-term gains to long-term technological foundations, with companies like Xiaomi investing heavily in core technology research and development [7][8] - Xiaomi plans to invest 200 billion yuan in core technology R&D over the next five years, emphasizing the importance of continuous investment in innovation [9]

美国铝供应链为何存在短板？ 万能金属 易拉罐、牙膏软管、铝箔纸，铝制品在生活中非常常见。 最近，一则消息，轰动美国汽车行业。 美国铝业巨头诺维利斯公司（Novelis）位于纽约州奥斯威戈的工厂，因火灾事故预计停产至明年初。 作为美国汽车业的核心铝材供应商，该工厂承担着全美约40%的汽车用铝板原料供应，停产将直接冲击福特等主流车企的生产节奏。 被誉为"万能金属"的铝对制造业有多重要？ 正因为很常见，很多人忽视了铝对制造业的重要性。 铝，被誉为制造业的"万能金属"。 铝具备轻量化、高强度、耐腐蚀、易加工、导电导热性、可回收性六大核心优势，使其成为从基础工业到高端制造的核心材料，广泛应用于汽车、航空航 天、电子、建筑、包装、新能源等关键领域。 铝合金占C919飞机总净质量的65% 特别是，铝能够满足当前制造业对"高效、低成本、可持续"的核心需求。 这让铝的用量，不降反增。 最典型的，便是新能源汽车行业。 众所周知，汽车车身重量越轻，耗能越低。 新能源汽车携带沉重的电池包（通常重达400-600公斤），车身重量比燃油车重。 研究表明，车辆重量每减少10%，续航里程可增加约6%-8%。 根据世界金属统计局（WBMS）最 ...

从消费者反馈来看，新版Model 3标准版的配置缩水成为争议核心。有多位海外用户在社交平台表示，花近4万美 元买一辆大量功能缩水的车价值并不高。 特斯拉近日已在美国市场推出新版Model 3标准版，起售价降至3.7万美元（约合人民币26万元），较此前同系列 后驱版本降价约3.8万元人民币。 不过，这款以削减续航、动力及充电速度为代价的"低价车型"，市场认可度却有限。不仅消费者吐槽声不断，资 本市场也给出负面反馈，新车发布当日特斯拉股价收盘下滑4.45%，市值蒸发约650亿美元（折合人民币4630亿 元）。 新京报贝壳财经记者了解到，目前该减配版本主要面向美国市场，暂未进入中国市场。 消费者吐槽减配"不值"，核心功能缩水 值得注意的是，即便第三季度交付量达到超预期的49.7万辆，资本市场的反馈也难称积极，特斯拉股价在数据公 布后单日跌幅近5%。这与机构对其盈利前景的担忧直接相关。高盛虽将特斯拉12个月目标价从300美元上调至395 美元（主要基于Q3交付超预期及能源业务增长预期），但仍维持"中性"评级，认为竞争加剧与战略执行风险可能 限制其盈利增长。 据特斯拉美国官网以及社交媒体用户反馈的信息显示，新车续航里程 ...

Investment Highlights - In the fourth week of September, compulsory insurance reached 644,000 vehicles, with a week-on-week increase of 26.7% and a month-on-month increase of 25.0% [2][9] - The performance of segmented automotive sectors ranked as follows: SW commercial cargo vehicles (+3.8%) > SW passenger vehicles (+2.8%) > SW automotive (+1.7%) = SW automotive parts (+1.7%) > SW commercial passenger vehicles (-1.7%) [2][9] - The top five stocks covered this week with the highest gains were Songyuan Safety, Jingwei Hengrun-W, Silis, Xinquan Co., and Yadi Holdings [2][9] Core Industry Changes - Tesla released the FSD V14 version, expanding the model scale by 10 times and increasing the context length by 3 times; a simplified version of Model 3 and Model Y was launched in the U.S. market with a price reduction of $5,000 to cope with subsidy declines [3][9] - Xiaopeng Motors delivered 42,000 vehicles in September, a year-on-year increase of 95% and a month-on-month increase of 10% [3][9] - Li Auto delivered 34,000 vehicles in September, a year-on-year decrease of 37% but a month-on-month increase of 19% [3][9] - WeRide entered the third emirate of the UAE, Ras Al Khaimah, to begin trial operations of Robotaxi and Robobus [3][9] - 700 Yutong buses were delivered to Turkmenistan [3][9] - Xinquan Co. redeemed its "New 23 Convertible Bonds" ahead of schedule [3][9] Q4 Focus on AI Smart Vehicle Investment Opportunities - The automotive industry is entering a new crossroads phase, with the electric vehicle (EV) dividend nearing its end and the smart vehicle sector in a "dark before dawn" stage, indicating a shift in investment logic [4][5] - Key investment opportunities include: - **AI Smart Vehicle Mainline**: Focus on Robotaxi and Robovan, with downstream application core stocks including Tesla, Xiaopeng Motors, and Qianli Technology [5][10] - **C-end Vehicle Sales Perspective**: Key players include Xiaopeng Motors, Li Auto, and the Huawei and Xiaomi ecosystems [5][10] - **Upstream Supply Chain Perspective**: Key players include BAIC Blue Valley, GAC Group, and SAIC Group for B-end vehicle manufacturing, and various core suppliers for components like chips and sensors [5][10] Market Performance Overview - The automotive sector's performance in the A-share market ranked 10th this week, while the Hong Kong market ranked 12th [14] - The automotive sector has shown a general upward trend, with SW commercial cargo vehicles performing the best [19][20] - The overall vehicle insurance data for the week indicates a total of 644,000 vehicles, with new energy vehicles accounting for 368,000, reflecting a penetration rate of 57.2% [52]

Core Viewpoint - Tesla has introduced significant price reductions for its Model 3 and Model Y standard versions in the U.S. market to stimulate sales following the termination of federal subsidies for electric vehicles [1][3]. Pricing and Specifications - The Model 3 standard version has seen a price reduction of $5,500, a decrease of 13%, bringing its price to $36,990. The Model Y standard version has been reduced by $5,000, a decrease of 11%, now priced at $39,990 [2]. - The EPA estimated range for the Model 3 standard version has decreased from 363 miles (584 km) to 321 miles (516 km), and its 0-60 mph acceleration time has increased from 4.9 seconds to 5.8 seconds [3][5]. - The Model Y standard version's EPA estimated range has also dropped from 357 miles (574 km) to 321 miles (516 km), with its 0-60 mph acceleration time increasing from 5.4 seconds to 6.8 seconds [5]. Changes in Features - The interior materials of the Model 3 standard version have been downgraded to fabric, and several comfort features have been removed, including electric adjustments for the rearview mirror and steering wheel, ambient lighting, and rear seat heating [5]. - The Model Y standard version has undergone more noticeable exterior simplifications, including the removal of the continuous light strip and adaptive high beams, as well as the elimination of the "TESLA" logo on the front and rear [7]. Market Context and Challenges - Tesla achieved a record global delivery volume in the third quarter, attributed to consumers purchasing electric vehicles before the $7,500 federal subsidy was eliminated [9]. - The company faces increasing challenges in the U.S. market, particularly due to the competitive rise of BYD and other manufacturers, as well as controversies surrounding CEO Elon Musk [10]. - In the UK, BYD's sales have surpassed Tesla's, with a nearly tenfold increase in September sales compared to the previous year, while globally, BYD sold approximately 1.6 million vehicles compared to Tesla's 1.2 million [10].

Group 1 - The National Day box office has surpassed 1.8 billion yuan, with a total of ten new films released during the holiday period [4] - The average ticket price has decreased to 36.7 yuan, down from 40.4 yuan in the previous year, making cinema visits more affordable [4] - The top three films during the National Day period are "The Volunteer Army: Blood and Peace," "731," and "Assassination Novelist 2" [4] Group 2 - The total number of cross-regional movements during the National Day holiday reached 2.432 billion, averaging 304 million per day, a year-on-year increase of 6.2% [5] - The report indicates a significant increase in entertainment consumption, with offline performances in lower-tier cities growing by 34.1% [6] Group 3 - Tesla's third-quarter passenger car sales have exceeded those of Mercedes-Benz for the first time, with Tesla selling 497,099 vehicles, a 7.4% year-on-year increase, while Mercedes-Benz sold 441,500 vehicles, a 12.3% decline [16] - The launch of Tesla's lower-priced Model Y and Model 3 has not met market expectations, leading to a 4.45% drop in Tesla's stock price [14] Group 4 - Xiaomi's 17 series has seen sales performance exceeding expectations, with promotional offers extended until October 31 [5] - SAIC Motor reported a 40.4% year-on-year increase in vehicle sales for September, totaling 440,000 units [5]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 周二，美元指数走强，升至逾一周高点，最终收涨0.49%，报98.59。在美国三年期国债拍卖吸引了强劲需求后，美债收益率普跌，基准的10年期美债收益率 收报4.131%，对美联储政策利率敏感的2年期美债收益率收报3.576%。 由于投资者在美国政府停摆且经济面临不确定性的背景下继续寻求避风港，现货黄金一度触及3990美元/盎司关口，再创历史新高，最终收涨0.59%，收报 3984.56美元/盎司；现货白银盘中跳水，失守48美元/盎司关口，最终收跌1.43%，报47.83美元/盎司。 随着交易员权衡11月份欧佩克+ 谨慎减产与潜在供应过剩迹象，国际原油横盘震荡。WTI原油企稳在61美元关口上方，最终收涨0.46%，报61.8美元/桶；布 伦特原油最终收涨0.26%，报65.55美元/桶。 美股三大股指齐跌，道指收跌0.2%，标普500指数跌0.38%，纳指跌0.67%。特斯拉(TSLA.O)跌4.4%，AMD(AMD.O)涨近4%，Strategy(MSTR.O)跌8.7%。 ...

特斯拉Model Y减配版（或称低价版、精简版）近期备受市场关注。10月7日，特斯拉减配版或将上市 的消息登上多个平台热搜。 据多家媒体报道，特斯拉或将在本周推出减配版Model Y，特斯拉柏林工厂经理表示，全新减配版 Model Y的售价将"降低约10%" 。 特斯拉或采取新举措提振销量。 Model Y是特斯拉旗下中型纯电SUV，Model Y以"家用+科技"为核心标签。目前其在国内销售的2025款 在售车型"入门"指导价26.35万元。市场预计，减配版特斯拉将在这一价格基础上进一步下降。 特斯拉或向市场推出减配版本，与其在全球市场的销量密切相关。今年以来，特斯拉在全球多个市场面 临销售压力。上半年，特斯拉在欧洲市场销量一度暴跌。 在国内市场，特斯拉在国内新能源汽车销量整体上升的背景下，销量同比出现下滑。据中国汽车流通协 会乘用车市场信息联席分会销量数据统计，今年8月，特斯拉中国的零售销量为57152辆，同比下滑近 10%。 | | | 2025年1-8月新能源厂商 > 销量排行榜 | | | | --- | --- | --- | --- | --- | | 单位:辆 | | | | | | NO. | ...

据多位汽车行业博主爆料，减配版特斯拉Model Y的配置缩减可能包括尺寸缩短，后排空间变小；取消 前后贯穿式车灯设计；取消电动折叠后视镜等。 特斯拉或采取新举措提振销量。 特斯拉Model Y减配版(或称低价版、精简版)近期备受市场关注。10月7日，特斯拉减配版或将上市的消 息登上多个平台热搜。 据多家媒体报道，特斯拉或将在本周推出减配版Model Y，特斯拉柏林工厂经理表示，全新减配版 Model Y的售价将"降低约10%"。 在国内市场，特斯拉在国内新能源汽车销量整体上升的背景下，销量同比出现下滑。据中国汽车流通协 会乘用车市场信息联席分会销量数据统计，今年8月，特斯拉中国的零售销量为57152辆，同比下滑近 10%。 今年4月22日，特斯拉中国宣布，6月30日前，焕新Model Y首次全系推出5年0息，首付7.99万元，月供 低至约3060元。 今年9月1日，特斯拉官网显示，特斯拉中国将续航里程830公里的Model3售价下调至25.95万元，此次降 价距离该车型发售不到一个月。 Model Y是特斯拉旗下中型纯电SUV，Model Y以"家用+科技"为核心标签。目前其在国内销售的2025款 在售车型" ...