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陆家嘴财经早餐2025年9月4日星期四
Wind万得· 2025-09-03 22:49
Group 1 - The Ministry of Finance and the central bank held a meeting to discuss the operation of the financial market, government bond issuance management, and the offshore RMB bond issuance mechanism [2] - FTSE Russell announced changes to the FTSE China A50 Index, including the inclusion of companies such as BeiGene and WuXi AppTec, effective September 22 [2] Group 2 - Twelve provinces in China have raised the minimum wage this year, with increases ranging from 8% to 12%, resulting in all provinces having a minimum wage exceeding 2000 yuan [3] - The Ministry of Commerce of China determined that U.S. fiber optic manufacturers circumvented anti-dumping measures, imposing anti-dumping duties on several companies, with rates as high as 78.2% [3] Group 3 - A-share market showed mixed performance, with the ChiNext Index rising by 0.95%, while the Shanghai Composite Index fell by 1.16% [4] - The Hong Kong Hang Seng Index decreased by 0.6%, with significant net inflows from southbound funds reaching 10057.3 billion HKD year-to-date [4][5] Group 4 - The North Exchange has seen increased institutional research activity, with 68 companies announcing 77 research records since August [6] - Allegations of insider trading are being investigated in Hong Kong, involving staff from the stock exchange and the Securities and Futures Commission [6] Group 5 - The agricultural sector aims to develop high-end intelligent agricultural machinery by 2027, focusing on testing platforms and application centers [8] - In August, the retail sales of new energy vehicles in China reached 1.079 million units, marking a 25% year-on-year increase [8] Group 6 - Tesla's sales in major European markets have significantly declined, with a 39% drop in new car registrations in Germany in August [10] - LG Energy Solution signed battery supply agreements with Mercedes-Benz, with a total capacity of 107 GWh, potentially worth around 768 billion yuan [10] Group 7 - The U.S. stock market showed mixed results, with the Dow Jones down 0.05% and the Nasdaq up 1.02%, driven by strong performances from tech stocks [15] - Global long-term bond sell-off intensified, with U.S. 30-year Treasury yields surpassing 5% [16] Group 8 - The onshore RMB closed at 7.1468 against the USD, with a slight increase, while the offshore RMB fell to 7.1397 [21] - The South Korean economy showed a 0.7% quarter-on-quarter growth in Q2, exceeding initial estimates [20]
押注"超级大脑",BMW豪掷百亿欧元开发Neue Klasse平台,挑战中国电车对手
Hua Er Jie Jian Wen· 2025-09-03 13:03
BMW的iX3将成为在慕尼黑展出的一系列"软件定义车辆"之一,中央计算机系统将取代硬件成为最重要 的特征,传统的欧洲、美国和日本汽车集团在软件开发方面长期落后于马斯克的特斯拉和新一代中国制 造商。 BMW于2021年公布了Neue Klasse平台的概念,并已投入超过100亿欧元开发相关技术。首席执行官 Oliver Zipse今年7月向投资者表示: 凭借Neue Klasse,我们在所有相关技术领域都取得了巨大进步。新BMW iX3将成为我们行 业的标杆。 向软件驱动车辆的转变将使汽车制造商能够在车辆售出后继续改善性能,并提供他们希望能创造新收入 来源的服务。 技术突破或带来性能飞跃 BMW正押注软件驱动的电动汽车技术,以"超级大脑"系统挑战中国竞争对手和特斯拉地位。 据媒体周三报道,这家德国汽车制造商已投入超过100亿欧元开发其雄心勃勃的Neue Klasse平台,试图 在传统车企面临激烈竞争的背景下实现技术突破。 新平台将提供超过当前车辆20倍的计算能力,并配备四个"超级大脑"系统,大幅提升车内通信、信息 娱乐显示、自动驾驶和其他车辆功能。分析师认为,BMW此举相当于"押注整个公司"在Neue Klas ...
新平台首款电动车将亮相慕尼黑,宝马“赌上全部身家”
Guan Cha Zhe Wang· 2025-09-03 09:24
Core Insights - The all-new BMW iX3 will debut at the 2025 Munich Auto Show, marking the first model developed on the Neue Klasse platform, which was introduced four years ago [1][3] - BMW CEO Oliver Zipse stated that the iX3 will set a benchmark in the industry, showcasing significant advancements in all relevant technology areas [3] Neue Klasse Platform - The Neue Klasse platform, conceptualized in 2021, supports electric, fuel, and hybrid vehicles, and is designed for various models including sedans and SUVs [4] - Key features of the platform include a 20% increase in energy density, a 30% improvement in range (up to 900 km), a 30% faster charging speed, and a 50% reduction in production costs [4] - The platform utilizes an 800V architecture, allowing for 300 km of range to be charged in just 10 minutes [4] - It incorporates a high-performance computing system referred to as the "super brain," which manages core user functions such as entertainment, autonomous driving, and vehicle dynamics [4] Production and Market Strategy - The first production model based on the Neue Klasse platform is set to be manufactured in Hungary in 2025, with production in Shenyang, China, starting in 2026 [6] - The new iX3 will maintain the design language of the Vision Neue Klasse X concept, featuring dimensions of 4780 mm in length, 1895 mm in width, and 1635 mm in height, with a drag coefficient of 0.25 Cd [6] Technological Advancements - The iX3 will feature a panoramic iDrive display with a near-field projection technology that creates a nearly 40-inch, 4K resolution image on the windshield [8] - It will be powered by a sixth-generation powertrain, achieving a WLTP range of 800 km and providing over 350 km of range in just 10 minutes of charging [8] - The vehicle will utilize large cylindrical batteries co-developed with CATL and EVE Energy, enhancing energy density and charging speed [8] Electric Vehicle Sales and Market Position - BMW has achieved a global cumulative sales milestone of over 3 million electrified vehicles, with pure electric models exceeding 1.5 million [9] - In the first half of the year, electrified models accounted for over 25% of BMW's total global sales, outperforming competitors like Mercedes and Volkswagen in Germany [9] - The European market has seen rapid growth, with electric vehicles making up over 40% of BMW's sales, and a notable 18.3% year-on-year increase in South Korea [9] Investment in Technology - BMW has invested significantly in smart and electric technologies, including a €300 million investment in a future mobility development center in Sokolov, Czech Republic [10] - The company is advancing AI applications across various sectors, with hundreds of cutting-edge AI use cases already in place [10] - Since 2019, BMW has established centers for battery cell technology, manufacturing, and recycling, covering the entire battery lifecycle [10] Future Outlook - Analyst Stephen Reitman suggests that the Neue Klasse platform could represent a "giant leap" for BMW, potentially transforming the automotive industry and perceptions of Western automakers' software capabilities [11] - However, BMW faces significant challenges in regaining market dominance in the world's largest automotive market, particularly against leading Chinese electric vehicle manufacturers [11]