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中国汽车芯片国产化的三大投资主题-2025-06-零部件

MJune20,202502:44AMGMTAsiaPacificInsight半导体行业MorganStanleyAsiaLimited++8522848-7310+88622730-1725中国汽车芯片国产化的三大投戴舒云+44207425-3378资主题股票分析师+1212761-7516有何调整Daisy.Dai@mo...

时间:2025-07-07 10:50栏目:汽车

2025年5月欧洲乘用车上牌数据-2025-06-出海研究

NEWCARREGISTRATIONS,EUROPEANunION1EMBARGOEDPRESSRELEASE6.00CEST(4.00GMT),25June2025Newcarregistrations:-0.6%inMay2025year-to-date;battery-electric15.4%marketshareInMay2025year-to-date(YTD),newEUcar...

时间:2025-07-07 10:50栏目:汽车

DeepDrive双转子径向磁通电机技术报告-2025-07-技术资料

Dual-Rotor,Radial-FluxElectricMachinesforLow-CostandHighlyEfficientDriveunitsZoéWeicherdingDeepDriveGmbHMay16th,2024DeepDriveDeeptechnicalexpertiseandmotorsportspiritQUICKFACTS60+9headcountnationa...

时间:2025-07-07 10:28栏目:汽车

870页“大而美”法案(英)-2025-07-宏观大势

IntheSenateoftheunitedStates,July1(legislativeday,June30),2025.Resolved,ThatthebillfromtheHouseofRepresenta-tives(H.R.1)entitled‘‘AnActtoprovideforreconciliationpursuanttotitleIIofH.Con.Res.14.’...

时间:2025-07-07 10:28栏目:行业宏观

KROLL-汽车行业洞察——2025年夏季(英)-2025-06-市场解读

AutomotiveIndustryIndustryInsightsSUMMER2025LearnmoreIndustryHighlightsOverviewGlobally,2024markedayearofslowgrowthfortheautomotiveindustry,asvolumesonlygrew1.7%to88.1millionunits.2025isexpectedtob...

时间:2025-07-07 10:28栏目:行业宏观

高盛:利用详细贸易数据剖析中国出口韧性-2025-06-宏观大势

22June20259:37AMHKTAsiaEconomicsAnalystunpackingChina’sExportResilienceUsingGranularTradeData(Chen/Jio)中国的出口在过去两年中表现出惊人的强劲,自2023年第四季度以来,实际出口实安德鲁ꞏ蒂尔顿+852­2...

时间:2025-07-07 10:28栏目:行业宏观

英文版:比皇报告还炸裂!67页AI深度调研屏,全球LLM大决战真正开始.pdf

June2025TheBuilder’sPlaybook2025StateofAIReportPrivateandStrictlyConfidentialCopyright©2025ICONIQCapital,LLC.AllRightsReservedForProfessionalClientsOnly.ICONIQPartners(UK)LLP(973080)isanappointed...

时间:2025-07-04 17:57栏目:综合其他

全球经济和大类资产半年报-全球经济进入冲顶期

全球经济和大类资产半年报全球经济和大类资产半年报全球经济进入冲顶期2025年6月26日联系邮箱:yujunli@greendh.com于军礼F0247894Z00001122348.048.549.054.0051.051.550.0050.52022-07全球制造业PMI指数受对等...

时间:2025-07-04 17:57栏目:综合其他

870页“大而美”法案(英).pdf-

IntheSenateoftheunitedStates,July1(legislativeday,June30),2025.Resolved,ThatthebillfromtheHouseofRepresenta-tives(H.R.1)entitled‘‘AnActtoprovideforreconciliationpursuanttotitleIIofH.Con.Res.14.’...

时间:2025-07-04 17:57栏目:综合其他

某国外研究机构眼中的中国汽车产业-市场解读-DunNE-2025.6-36页

China:EverywhereAllAtOnceFuture.Electrics.Global.1dunnJeainnsi2g5ht,s2.c0o2m5MassiveCapacity50%oftotalglobalvehicledemand100%oftotalglobalbatterydemandFuture.Electrics.Global.3dunneinsights.comChin...

时间:2025-07-03 21:11栏目:综合其他

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