- Chery's iCar brand rolled off the first locally produced iCar V23, an all-electric SUV, from its new Malaysian plant, with the model set to start arriving at local showrooms in late July 2026, per a Wednesday statement.
- The Malaysian plant broke ground in February 2025 and has an initial annual capacity of 100,000 vehicles; the iCar V23 first launched in Malaysia in November 2025 in two variants priced from 119,800 ringgit ($29,320) to 132,800 ringgit.
- The rugged, boxy all-electric SUV targets younger consumers, and local production marks Chery (HKEX: 9973) deepening its Southeast Asia manufacturing footprint beyond exports.
- 奇瑞旗下iCar品牌在其马来西亚新工厂产出首批本地生产的iCar V23纯电SUV，据周三发布的声明，该车型将于2026年7月底开始进入当地展厅。
- 马来西亚工厂于2025年2月开工建设，初期年产能为10万辆；iCar V23于2025年11月在马来西亚首发，共两款配置，售价区间为119,800林吉特（约29,320美元）至132,800林吉特。
- 该车型造型硬朗方正，主打年轻消费群体；本次本地化生产标志着奇瑞（港交所：9973）在东南亚市场从出口转向深化制造布局。
- On Tesla's Q2 2026 earnings call (Jul 22, 2026), Wells Fargo analyst Colin Rusch asked Elon Musk whether he sees "synergies eventually from combining" Tesla and SpaceX; Musk did not reject the premise, saying the two companies show "more and more overlap" across many collaborations.
- Musk singled out Terafab as an example, calling it "really going to be a gigantic project," but said talk of "combining companies" can't happen on an earnings call and must go through "the appropriate process," deferring to Tesla's general counsel.
- The remarks are the closest Musk has come to directly addressing long-running Tesla-SpaceX merger speculation, underscoring how cross-company projects like Terafab are increasingly blurring the line between Tesla's manufacturing operations and his other ventures.
- 在特斯拉2026年第二季度财报电话会（2026年7月22日）上，富国银行分析师Colin Rusch问马斯克是否看到特斯拉与SpaceX"最终合并的协同效应"；马斯克没有否认这一前提，称两家公司在多项合作中"重叠越来越多"。
- 马斯克特别提到Terafab项目，称其"将会是一个巨大的项目"，但表示"合并公司"这类话题不能在财报电话会上谈，必须经过"适当的流程"，并将此事交由特斯拉总法律顾问处理。
- 这是马斯克迄今为止最接近正面回应特斯拉-SpaceX合并传闻的一次表态，也凸显出Terafab等跨公司项目正在让特斯拉的制造业务与马斯克旗下其他企业的界限日益模糊。
- Mercedes-Benz launched the long-wheelbase version of the electric GLC in China, offering three five- and six-seat variants priced from 299,900 yuan.
- The five-seat "Liujin" trim is available now from 338,000 yuan (roughly 40,000 euros), while two additional variants enter pre-sale first.
- The model is built on 800-volt technology with a battery supplied by CATL, reflecting Mercedes' strategy to localize its electric lineup for China's premium EV market.
- 梅赛德斯-奔驰在中国市场推出电动GLC长轴版，提供三款五座和六座车型，起售价299,900元。
- 五座“Liujin”版现已上市，起售价338,000元（约合4万欧元），另有两款车型率先开启预售。
- 该车型采用800伏技术，电池由宁德时代（CATL）供应，体现出奔驰针对中国高端电动车市场推进本地化布局的策略。
- GM reported Q2 2026 net revenue of $48 billion, but profit declined as EV-related business losses dented overall margins, according to the report published July 22, 2026 by Eric Walz.
- GM attributed the Q2 profit decline partly to cost pressures from inflation and higher manufacturing expenses tied to onshoring more vehicle production to the U.S.
- Despite these pressures, GM said its margins remained within its targeted 8-10% range for 2026, underscoring how EV-transition costs and reshoring investments are testing traditional automakers' ability to defend profitability while restructuring supply chains domestically.
- 通用汽车公布2026年第二季度净收入48亿美元，但电动车相关业务亏损拖累了整体利润率，该报道发布于2026年7月22日，作者Eric Walz。
- 通用汽车将Q2利润下滑部分归因于通胀成本压力，以及将更多整车生产转移回美国本土带来的制造费用增加。
- 尽管面临上述压力，通用汽车表示其利润率仍处于2026年8-10%的目标区间内，这凸显出电动车转型成本与本土化生产投入正在考验传统车企在供应链重构过程中维持盈利能力的能力。
- ZF announced on July 22, 2026 in Friedrichshafen that it has produced 100 million electric power steering (EPS) systems globally, marking the technology's evolution since its 2001 introduction as an alternative to hydraulic steering into a key component of modern vehicle architectures.
- Ramiro Gutierrez, Senior Vice President of ZF's Business Unit Steering, said the milestone underscores ZF's leadership in steering technology, calling EPS today's industry standard for efficient, scalable, and software-enabled steering.
- ZF positions EPS as the foundation for steer-by-wire solutions and future software-defined vehicle (SDV) functionalities, enabling new software-based features, personalization, and continuous innovation to enhance vehicle performance and customer value.
- ZF于2026年7月22日在腓特烈港（Friedrichshafen）宣布，其电动助力转向（EPS）系统全球累计产量已达1亿套，标志着该技术自2001年作为液压转向替代方案推出以来，已发展为现代车辆架构的核心部件。
- ZF转向事业部高级副总裁Ramiro Gutierrez表示，这一里程碑彰显了ZF在转向技术领域的领先地位，并称EPS已成为高效、可扩展、软件驱动转向系统的行业标准。
- ZF将EPS定位为线控转向（steer-by-wire）方案及未来软件定义汽车（SDV）功能的基础，可通过软件化功能、个性化及持续创新提升车辆性能与客户价值。
- Tesla released its Q2 2026 financial results and shareholder letter after market close on July 22, 2026, with headlines from Electrek and Teslarati both confirming record revenue alongside a big miss on profit.
- Coverage specified the miss was on EPS while the top line beat expectations, meaning per-share earnings fell short of Wall Street forecasts even as revenue hit a new high.
- Heading into the report, Wall Street consensus had called for revenue of about $26.4 billion, with the crowd-sourced Estimize estimate running slightly lower, and management's earnings call was set for 5:30 p.m. ET the same day.
- 特斯拉于2026年7月22日美股收盘后发布Q2财报及股东信，Electrek和Teslarati均确认财报营收创纪录，但利润大幅不及预期。
- 报道指出此次是每股收益（EPS）不及预期、而营收超预期，意味着尽管营收创新高，每股盈利仍低于华尔街预测。
- 财报发布前，华尔街普遍预期营收约26.4亿美元，众包平台Estimize的预期略低于此，管理层电话会议定于当天美东时间下午5:30举行。
- Reuters reports Tesla's latest quarterly results missed profit expectations, with the company posting cash burn as spending accelerates.
- The increased outlays are tied to Tesla's ramp-up in AI compute and Robotaxi development, pressuring near-term profitability and cash position even as the company prioritizes the buildout.
- The results underscore the capital intensity of the autonomous-driving race, as automakers and tech rivals alike absorb rising AI infrastructure costs to compete in the Robotaxi and AV space.
- 据路透社报道，特斯拉最新季度业绩利润不及预期，且随着支出加速，公司出现现金外流。
- 支出增加与特斯拉在AI算力和机器人出租车业务上的扩张有关，尽管这给短期利润和现金状况带来压力，公司仍将其列为优先投入方向。
- 该业绩凸显了自动驾驶竞赛的资本密集特性，车企与科技公司均面临AI基础设施成本上升，以在机器人出租车与自动驾驶领域保持竞争力。
- Deutsche Bank initiated coverage of Seyond (HKEX: 2665), the LiDAR supplier to Nio Inc (NYSE: NIO), with a buy rating and a HK$4.00 target price implying 60% upside from the current share price.
- The bank's analyst team, led by Wang Bin, forecasts Seyond's LiDAR shipments rising from 332,000 units in 2025 to 2.8 million units in 2028, with revenue growing nearly five-fold to $718 million by 2028, when the company is expected to turn profitable.
- Seyond ranks as China's fourth-largest LiDAR maker, holding a 15% share of China's ADAS LiDAR market in the first five months of the year according to NE Times data, with its units already mounted on Nio's 2026 Onvo L90.
- 德意志银行首次覆盖蔚来（NYSE: NIO）激光雷达供应商 Seyond（港交所：2665），给予买入评级，目标价 4.00 港元，较当前股价隐含 60% 上行空间。
- 该行由王斌（Wang Bin）领衔的分析师团队预测，Seyond 激光雷达出货量将从 2025 年的 332,000 台增至 2028 年的 280 万台，收入将增长近五倍至 7.18 亿美元，公司预计于 2028 年实现盈利。
- 据 NE Times 数据，Seyond 是中国第四大激光雷达厂商，今年前五个月在中国 ADAS 激光雷达市场的份额为 15%，其产品已搭载于蔚来 2026 款乐道（Onvo）L90 车型。
- BMW launched the iX3 — the first model of its next-generation Neue Klasse EV platform — at BMW dealers across Japan, priced from ¥9.82M with deliveries starting late July, achieving a WLTC range of 906km on the 4WD dual-motor iX3 50 xDrive.
- The car debuts 6th-generation BMW eDrive (Gen6) tech: a cell-to-pack 109.1kWh battery built from 46mm-diameter, 95mm-tall cylindrical cells, and an 800V architecture that makes it the BMW Group's first EV to support 320kW DC charging (15 min for ~395km, 10-80% in ~26 min, up to ~420km per 15 min once planned 350kW/400kW chargers like those at Ebina service area arrive), plus V2H/V2L bidirectional power supply.
- It is also BMW's first model with a front induction motor (paired with a rare-earth-free wound-field synchronous motor at the rear) and the new BMW Panoramic iDrive cockpit — a 43.3-inch windscreen-spanning Panoramic Vision display, a 17.9-inch center touchscreen tilted 17.5° toward the driver, and BMW's first 3D head-up display with AR navigation overlay.
- 宝马在日本全国正规经销商发售新一代Neue Klasse电动平台首款车型iX3，起售价982万日元，7月下旬起开始交付，四驱双电机版iX3 50 xDrive的WLTC续航达906公里。
- 新车搭载第6代BMW eDrive（Gen6）技术：采用直径46mm、高95mm圆柱电芯的电芯直装式（Cell-to-Pack）109.1kWh电池，800V高压架构使其成为宝马集团首款支持320kW直流快充的车型（15分钟补能约395公里，10%-80%约26分钟，未来接入海老名服务区等350kW/总输出400kW快充桩后15分钟最高可补能约420公里），并支持V2H/V2L双向供电。
- 该车还是宝马首款前桥采用感应电机（后桥为无稀土绕组式同步电机）的车型，并首次搭载全景iDrive座舱：43.3英寸横跨风挡的全景视野屏、朝驾驶员倾斜17.5度的17.9英寸中控触屏，以及宝马首款支持AR导航叠加显示的3D抬头显示。
- Link Engineering Company's laboratory in Limburg, Germany, has been authorized by the UK's Vehicle Certification Agency (VCA) to conduct witnessed brake emissions testing for vehicle type-approval programs, supporting manufacturers pursuing Euro 7 compliance.
- Euro 7 regulations introduce brake particle emissions limits for the first time, and only a limited number of organizations worldwide possess the equipment, expertise, and accreditations needed to support such type-approval testing programs.
- The VCA authorization builds on LINK's ISO/IEC 17025 accreditation and its status as one of the first organizations accredited by Germany's DAkkS for brake emissions testing, positioning it as a comprehensive testing partner for Euro 7 programs.
- 林克工程（Link Engineering）位于德国林堡的实验室获得英国车辆认证局（VCA）授权，可为车辆型号认可项目开展见证式制动排放测试，支持制造商满足欧7排放法规要求。
- 欧7法规首次引入制动颗粒物排放限值，全球仅有少数机构具备开展此类型号认可测试所需的设备、技术能力和资质认证。
- 此次VCA授权是在林克工程已有的ISO/IEC 17025认可及其作为首批获得德国DAkkS制动排放测试认可机构之一的基础上取得的，使其成为欧7项目的综合测试合作伙伴。
- Xpeng began delivering the Mona L03 SUV to its first customers in China on Jul. 22, 2026, with chairman and CEO He Xiaopeng personally handing over keys to some of the first buyers, and the company said nationwide mass deliveries will accelerate in August as factories run overtime at full capacity.
- The Mona L03 was launched on July 16, 2026, and dealers say the SUV has accumulated more than 50,000 non-cancellable orders that Xpeng is now working to fulfill.
- Deutsche Bank expects Mona L03 monthly deliveries to reach about 15,000 units in 2026, followed by full-year volume of around 150,000 units in 2027.
- 小鹏于2026年7月22日开始向中国首批客户交付Mona L03 SUV，董事长兼CEO何小鹏亲自向部分首批车主交车，公司表示随着工厂全力加班生产，8月起全国大规模交付将提速。
- Mona L03于2026年7月16日上市，据经销商透露，该车型已累积超过50,000张不可取消订单，小鹏正加紧消化。
- 德意志银行预计Mona L03月交付量将在2026年达到约15,000辆，2027年全年交付量约为150,000辆。
- Tesla will report Q2 2026 earnings this evening after market close, with Wall Street consensus expecting Earnings Per Share (EPS) of $0.53 and revenue of approximately $26.4 billion.
- This would mark growth from Tesla's Q2 2025 results of $0.39 EPS and $22.19 billion revenue, while the prior quarter (Q1 2026) saw EPS of $0.40.
- Beyond the financial figures, analysts and investors remain uncertain what strategic topics Tesla management will address on tonight's earnings call.
- 特斯拉将于今晚美股收盘后发布2026年第二季度财报，华尔街普遍预期每股收益（EPS）为0.53美元，营收约为264亿美元。
- 这将高于特斯拉2025年第二季度的0.39美元EPS和221.9亿美元营收，而上一季度（2026年第一季度）EPS为0.40美元。
- 除财务数据外，分析师和投资者对特斯拉管理层将在本次财报电话会议上讨论哪些战略议题仍不明确。
- Audi officially launched the new-generation A6L (C9) in July 2026, delivering a full upgrade across design, intelligence, and powertrain to redefine the C-segment luxury sedan standard.
- The A6L (C9) is the first vehicle to bring Huawei's Qiankun (ADS) smart-driving technology into the gasoline-powered luxury sedan segment.
- Its exterior design breaks from the traditional formal 'business suit' look, adopting a younger, avant-garde style.
- 奥迪于2026年7月正式发布全新一代A6L（C9），实现设计、智能、动力全维度升级，重新定义C级豪华轿车标准。
- 该车是首款将华为乾崑智驾技术引入豪华燃油轿车领域的车型。
- 外观设计上，全新A6L（C9）彻底告别传统商务车形象，风格更加年轻、前卫。
- Tesla will release its Q2 2026 financial results after U.S. markets close on Wednesday, and analyst Gene Munster says investors will scrutinize automotive profitability, delivery trends, capital expenditures, and progress on autonomy and robotics initiatives; shares traded 1% lower at the time of writing.
- Munster anticipates Tesla will guide full-year 2026 capital expenditures to above $25 billion.
- On the Cybercab robotaxi, Munster expects CEO Elon Musk to shift the production ramp target from late 2026 to the first half of 2027, while he anticipates limited new details on the Optimus humanoid robot in the earnings update.
- 特斯拉将于周三美股收盘后公布2026年第二季度财报，分析师Gene Munster表示投资者将重点关注汽车业务盈利能力、交付趋势、资本支出以及自动驾驶与机器人业务进展；截至发稿时特斯拉股价下跌1%。
- Munster预计特斯拉将把2026全年资本支出指引上调至25亿美元以上。
- 关于Cybercab无人驾驶出租车，Munster预计埃隆·马斯克将把量产爬坡目标从2026年底推迟至2027年上半年，同时预计本次财报对Optimus人形机器人的最新进展披露有限。
- Nio delivered the 130,000th unit of its third-generation ES8 on July 22, 2026, with the milestone vehicle being the newly launched five-seat variant, deliveries of which began on July 10.
- The latest batch of 10,000 units was delivered in just about 1 month, signaling that the ES8's delivery pace is returning to roughly 10,000 units per month.
- The milestone reflects renewed momentum for the ES8, Nio's best-selling SUV, following the introduction of the new five-seat variant.
- 蔚来于2026年7月22日完成第三代ES8第13万辆交付，该里程碑车型为7月10日刚开始交付的五座版本。
- 最近1万辆交付仅用约1个月完成，表明该车型的交付节奏正恢复至月均约1万辆的水平。
- 这一里程碑标志着蔚来旗下最畅销SUV车型ES8的市场势头正在回升，而新推出的五座版本的上市进一步拓展了产品线。
- SonicWall's 2026 Manufacturing Protect Brief reports manufacturing intrusion prevention (IPS) volume fell 56.2% year-over-year in the first half of 2026 — the steepest decline of any tracked industry — yet absolute volume remained significant at 474 million events.
- The sector recorded 43 million attacks on network cameras and now carries the highest industrial control system (ICS) attack rate of any industry tracked in the report.
- SonicWall attributes the shift to factories increasingly connecting operational technology (OT) to corporate IT networks, letting attackers strike precise, targeted entry points even as overall volume declines — a convergence risk directly relevant to automotive manufacturing plants integrating connected production systems.
- SonicWall《2026年制造业保护简报》显示，2026年上半年制造业入侵防御（IPS）攻击量同比下降56.2%，为所有受跟踪行业中降幅最大，但绝对攻击量仍高达4.74亿次。
- 该行业遭受4300万次针对网络摄像头的攻击，工业控制系统（ICS）攻击率为报告所跟踪行业中最高。
- SonicWall指出，这一变化源于工厂运营技术（OT）与企业IT网络日益融合，即便整体攻击量下降，黑客仍能精准打击新暴露的入口——这一融合风险同样直接适用于正在集成互联生产系统的汽车制造工厂。
- Tesla is set to report second-quarter results after the bell on Wednesday, with analysts polled by LSEG expecting EPS of 51 cents and revenue of $25.71 billion, implying roughly 14% year-over-year revenue growth.
- Three weeks earlier, Tesla reported a 25% year-over-year increase in Q2 vehicle deliveries, marking a rebound after consecutive annual declines.
- Heading into the report, Tesla shares are down about 16% year-to-date (10% this month), sharply underperforming the Nasdaq's 11% gain, highlighting investor caution despite the delivery recovery.
- 特斯拉将于周三美股盘后公布二季度财报，据LSEG调查的分析师预期，每股收益为51美分，营收为257.1亿美元，同比增长约14%。
- 三周前，特斯拉公布二季度交付量同比增长25%，结束了此前连续多年的下滑趋势。
- 财报发布前，特斯拉股价年内累计下跌约16%（本月下跌10%），同期纳斯达克指数上涨11%，跌幅形成鲜明对比，凸显市场对其复苏前景的谨慎态度。
- Ahead of Q2 earnings, analysts forecast Tesla will report its first negative quarterly free cash flow in over two years, with cash burn of roughly $3.3 billion as annual capital expenditures rise to $25 billion to fund robotaxis, the Optimus humanoid robot, and Full Self-Driving.
- Tesla expanded robotaxi service to Orlando and Tampa and delivered a near two-year high of 480,126 vehicles (up 25% year-over-year), but margins are being squeezed by low-rate financing offers and the removal of upfront FSD purchase fees.
- With shares down 18% year-to-date, investors are questioning whether Tesla's heavy AI-driven capex builds durable advantage in autonomy and robotics or is simply outpacing the cash generated by its core vehicle business—a tension directly relevant to how the auto industry weighs robotaxi/AV investment against near-term profitability.
- 在第二季度财报发布前，分析师预计特斯拉将两年多来首次报告季度自由现金流为负，现金烧损约33亿美元，年度资本支出升至250亿美元，用于支持机器人出租车、Optimus人形机器人及完全自动驾驶（FSD）业务。
- 特斯拉已将机器人出租车服务扩展至奥兰多和坦帕，交付量达近两年新高的48.0126万辆（同比增长25%），但低利率融资优惠及取消FSD预付购买费用正挤压利润率。
- 特斯拉股价年初至今下跌18%，投资者正质疑其巨额AI相关资本支出究竟能否在自动驾驶与机器人领域建立持久优势，还是仅仅消耗现金的速度快于核心整车业务的造血能力——这一矛盾也折射出汽车行业在权衡Robotaxi/自动驾驶投入与短期盈利之间的普遍张力。
- Audi confirmed in March 2026 that the A2 will return as a fully electric model, the A2 e-tron, and the car has since been spotted testing with minimal camouflage ahead of its official debut.
- The A2 e-tron will deliver more than 400 miles of driving range, positioning it as an affordable, long-range entry point into Audi's EV lineup.
- CEO Gernot Döllner said the model will make "entry into the Audi world easier and more relevant than ever," signaling Audi's push into the mass-market EV segment ahead of the car's world premiere this fall.
- 奥迪已于2026年3月确认A2将以纯电动车型A2 e-tron回归，该车近日被拍到以近乎无伪装状态进行路试，为官方首秀做准备。
- A2 e-tron续航里程将超过400英里，使其成为奥迪电动车阵容中定价亲民、续航突出的入门车型。
- 奥迪CEO Gernot Döllner表示，该车将让"进入奥迪的世界比以往任何时候都更容易、更具意义"，凸显奥迪在今年秋季全球首秀前布局大众化电动车市场的战略。
- Swedish electric and autonomous trucking company Einride has agreed to acquire EV charging startup Flipturn in an all-stock deal worth $38 million, marking Einride's first acquisition since becoming a publicly traded company, with the deal expected to close this month.
- Flipturn, founded in 2022 and employing 17 people who will stay on as the same team, had raised $15.5 million in venture capital to build a charging software platform that communicates with any EV charger via the Open Charge Point Protocol (OCPP), monitors charger health, pulls in vehicle battery levels, driving history and routes, and integrates with on-site solar and energy storage systems.
- Einride CEO Roozbeh Charli called the deal "a decisive step" in the company's U.S. scaling strategy, with the acquisition making Einride a more vertically integrated company able to offer customers electric trucks alongside charging infrastructure.
- 瑞典电动及自动驾驶卡车公司Einride同意以3800万美元全股票交易收购电动车充电初创公司Flipturn，这是Einride上市以来的首次收购，交易预计于本月完成。
- Flipturn成立于2022年，现有17名员工将保留原团队继续运营，此前已融资1550万美元，其充电软件平台可通过行业标准协议开放充电点协议（OCPP）与任意充电桩通信，监测充电基础设施健康状况，并汇总车辆电池电量、行驶历史与路线数据，同时可与现场太阳能及储能系统集成。
- Einride首席执行官Roozbeh Charli称此次收购是公司美国扩张战略的“关键一步”，收购完成后Einride将实现更深度的垂直整合，能够同时为客户提供电动卡车与配套充电基础设施。
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