Frontline | The "tariff war" has caused fluctuations in imported cars in the USA: multiple brands have pressed the "pause button," and a "price increase wave" is about to arrive?
① "The store has already issued a notice that all imported cars from the USA have had their reservations canceled." On April 15, a sales representative from a certain BMW 4S store located in Peking told the Securities Times reporter. ② The Tesla China official website shows that the Model S/X no longer offers a separate "order new car" option, and the corresponding model pages only display a "view stock" button.
Trump Hints at Auto Tariff Reprieve as Companies 'Need Time' to Adjust Supply Chains
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Zijin Mining Group: In the first quarter of 2025, performance surged by 63%, with strong gold and copper production driving a profit explosion.
Zijin Mining Group's performance in the first quarter of 2025 surged by 63%, with strong growth in gold and copper production driving profit growth. Core highlights include bright financial performance: revenue reached 78.928 billion yuan, a year-on-year increase of 5.55%, with the net income attributable to shareholders increasing by 62.39% to 10.167 billion yuan. The mining company's gross margin stood at 59.94%. Production significantly improved: gold output rose by 13% year-on-year, and copper output increased by 9%, with major mines continuously releasing capacity. Profitability saw a substantial boost: rising metal prices combined with increased capacity pushed total profit up by 66.37% year-on-year and 32% quarter-on-quarter. Cash flow was abundant: cash from operating activities.
Old models are being cleared out, smart driving and megawatt charging, BYD continues to compete for young people from traditional RBOB Gasoline vehicles丨Frontline.
① BYD has launched the intelligent driving versions of the Han L and Tang L models, with the inventory of the older non-intelligent driving models almost cleared. ② Following the "same price for oil and electricity," BYD will implement the "megawatt fast charging" technology in cars, proclaiming the slogan "same speed for oil and electricity."
The negative effects of tariffs are beginning to show: imports of Autos from the USA are gradually "stopping," and businesses are reluctant to invest recklessly in the USA.
① The 25% tariff imposed by President Trump on imported cars took effect last week, causing many Auto Manufacturers to suspend deliveries to the USA market; ② Brands such as Jaguar Land Rover, Stellantis, and Audi have announced a halt to exports to the USA or production in North America; ③ The tariff has had a destructive impact in the short term, and many companies have not yet made the decision to increase production capacity in the USA, which may undermine Trump's ambitions for American manufacturing.
104079172 : Didn't he sell off most of his holdings in it some time ago?
MYGGG : Before byd sky high he sold most of his share already, he missed the train
bullrider_21 104079172 : He sold some BYD shares due to geopolitical tensions just like he sold TSMC shares. But he still has a stake just below 5%.
exFan of MMoo : Charlie you mean?
RAMBOTAN : Nop. Because he has to support USA products. not China