雷诺在过去几个月发生了不少大事。 6月，功勋CEO卢卡·德·梅奥官宣离职。 7月，为集团工作了23年、管理供应链的高管弗朗索瓦·普罗沃斯特宣布接任CEO。随后集团发布了半年报，净亏损超111亿欧元。 当然实际情况并没有如此恐怖，巨额亏损是由于减持日产股份产生的会计处理变更、以及共同持股子公司的重新估值导致，实际上半年产、销、利润均保 持增长，但净利润大幅收窄，仅为去年同期的约1/3，的确略显隐患。 还是7月，雷诺旗下电动汽车及软件子公司安培（Ampere）与中金私募、杭州资本和杭州高新金投，在杭州签署了新能源汽车产业基金合伙协议。 图片来自官方 本月，法媒报道新任CEO弗朗索瓦·普罗沃斯特正在推动雷诺进行新一轮裁员，这项计划涉及全球范围内营销、财务、人力资源等支持性部门的3000名员 工，可以削减大约15%的薪资成本。 同时，雷诺集团全球活动「科技世界探索（Teck World Tour）」在亚洲的第一站就来到了中国。 「……直观展示雷诺集团在中国的生态合作模式及其对全球市场的战略适用性……全面深化了对中国创新生态的理解，亲身体验了中国团队通过积极链接 中国本土生态系统，持续为雷诺集团加速发展、技术迭代与国际 ...

Core Insights - The competition to produce affordable electric vehicles (EVs) is intensifying, with BYD Co Ltd leading the charge in Europe with its new model, the Dolphin Surf [1][5]. Group 1: BYD's Strategy and Performance - BYD's Seagull model has achieved significant success in China, with over 442,000 registrations, making it the second best-selling EV behind Tesla's Model Y in 2024 [2]. - Global sales of the Seagull have increased by 45% this year, reaching 170,000 units [2]. - The Dolphin Surf is priced competitively in Europe, ranging from €22,990 to €30,990 ($26,100–$35,100), with a promotional price of €19,990 ($22,700) until June 30 [3]. - BYD plans to expand its dealer network and enter 12 new European markets this year, aiming to increase sales locations to over 1,000 [4]. Group 2: Competitive Landscape - Stellantis is launching the Citroën ë-C3, priced around $25,000, and collaborating with Leapmotor to introduce the T03 EV at €18,900 [6]. - Volkswagen is preparing to launch its low-cost EV lineup, including the VW ID.2 at around €25,000 and ID. EVERY1 starting at $21,500 by 2027 [7]. Group 3: Financial Performance - BYD shares have increased by approximately 74% year to date, contrasting with a 1.3% decline in the industry [9]. - The company has a forward price-to-sales ratio of 1.21, which is above the industry average, and holds a Value Score of B [11]. - Earnings estimates for BYD indicate a year-over-year growth of 33.7% and 19.5% for 2025 and 2026, respectively [13].