Rain wawa

China EVs ⚡️ | AI

Following China's EVs & global expansion.

Tech • AI • Future Mobility

[Rain wawa @Rainbdv5]

AI × Auto｜一个容易被忽略的变化

China’s CXMT will supply LPDDR6 memory for Xiaomi’s next flagship phone.

Its chips are also being sampled for smart cars.

This is bigger than smartphones.

China’s auto-tech stack is becoming increasingly local.

https://t.co/CdxJRsYhkA

[Rain wawa @Rainbdv5]

最近 XPeng、BYD、Chery、Changan、GAC、Li Auto、SAIC 等多家中国汽车企业都在推进人形机器人业务，汽车企业进入 Physical AI 已经开始形成明显趋势。

Chinese automakers are following Tesla’s bet that robots are the next big profit machine https://t.co/QABCdUHCZE 来自 @techcrunch

[Rain wawa @Rainbdv5]

BYD just posted its first quarterly profit increase in over a year.
The twist: exports are doing the heavy lifting.
China’s EV story is no longer just about domestic competition.
The next battlefield is global.
#ChinaAuto #EV

https://t.co/DXKxbH4kU4

[Rain wawa @Rainbdv5]

过去海外闭源模型垄断算力大脑；现在国内一批第一梯队开源模型陆续释放。
中国硬件（车、机器人）+国产大模型，软硬一体，会成为出海新组合拳。
真正的胜负手，不在纸面参数，而在真实场景的工程化落地。

[Rain wawa @Rainbdv5]

腾讯混元Hy4 Preview开源！770B大参数，国产开源大模型再上一个台阶

国产开源大模型竞争已经白热化。更大参数、超长上下文、低成本推理，会直接加速AI机器人、车载智能座舱的落地迭代。

你觉得Hy4会给车载AI、人形机器人带来哪些实际变化？👇

#AIModel #Hunyuan

https://t.co/Q0g9sCvMR7

[Rain wawa @Rainbdv5]

Li Auto vehicle margin halved while BYD’s H1 gross margin first exceeded 20%. When volume is soft, cost control and product mix decide who survives the cycle better. https://t.co/h7sZ0R893w

[Rain wawa @Rainbdv5]

Li Auto Q2: revenue RMB25.7B, vehicle margin halved

Li Auto Q2 revenue RMB25.7B (-15% YoY), deliveries 98.3k. Vehicle gross margin fell from 19.4% to 9.4%. Q3 guidance 95-100k units. Next-gen MEGA on Sep 2.
#ChinaAuto #LiAuto

https://t.co/F4XjemoK1Y

[Rain wawa @Rainbdv5]

Germany wants tougher action against Chinese automakers.

That’s not just a trade story.

It’s a signal that Chinese auto is becoming a serious global competitor.

Competition is no longer coming.

It’s already here.

#ChinaAuto #GlobalAuto

[Rain wawa @Rainbdv5]

德国汽车及产业界今天要求总理默茨对中国采取更强硬的贸易政策，尤其担忧中国汽车品牌带来的竞争压力���德国与中国的贸易逆差在2025年扩大到893亿欧元。

https://t.co/G2kmwtB1k3

[Rain wawa @Rainbdv5]

机器人跑赢博尔特

今天 Reuters 报道，中国“天工Ultra”人形机器人100米跑出 8.64秒，超过博尔特9.58秒的纪录；但赛后机器人撞墙，也暴露了感知、刹车和决策能力的不足。

https://t.co/TU5bOroGTF

[Rain wawa @Rainbdv5]

特斯拉中国就网传“上海数据中心人去楼空”报警辟谣。

���前很多传言基于此推断特斯拉 FSD 撤出中国。
#Tesla #AutoNews #ChinaEV

[Rain wawa @Rainbdv5]

Physical AI（具身智能）正在打通汽车与机器人的边界。 自动驾驶的环境感知、规划控制技术，可以直接复用人形机器人。 NVIDIA 同一套 Blackwell 架构同时服务汽车与机器人；特斯拉 FSD 与 Optimus 共享 AI 堆栈。 未来，汽车不再只是交通工具，而是移动机器人载体。 #PhysicalAI #AutonomousDriving

[Rain wawa @Rainbdv5]

车企正在集体从「造四轮汽车」走向「造双足机器人」。 智能汽车和人形机器人，70% 以上算法、算力、供应链高度同源。 小鹏机器人完成 9 亿美元融资；特斯拉改造产线生产 Optimus；比亚迪、广汽、奇瑞纷纷推出样机。 但样机展示不等于大规模商用，量产成本、可靠性依旧是最大门槛。 #Robotics

[Rain wawa @Rainbdv5]

Retweeting @autocarindiamag
MG Hector Tomahawk EV印度上市，194.9万卢比，69.2kWh电池，续航517公里。

MG背后是上汽。中国车企通过本地化品牌深耕印度市场，避开直接贸易壁垒。
但印度本土政策波动大，塔塔、马恒达也在加速电动化。
中国品牌在印度的长期前景如何？
#MG #ChinaEV #IndiaAuto

[Autocar India @autocarindiamag]

.@MGMotorIn Hector Tomahawk EV launched at Rs 19.49 lakh. It gets a 69.2kWh battery and up to 517km range.

Tap below for the full price list and more info: https://t.co/WE7BstxMqB

[Rain wawa @Rainbdv5]

Retweeting @quatrorodas
吉利银河混动入选巴西20万雷亚尔级别最佳购车。

混动正在成为中国车企打开拉美市场的利器。
相比纯电，混动更适配当地基建现状。
#Geely #BrazilAuto

[QUATRO RODAS @quatrorodas]

SUVs médios dominaram a categoria dos híbridos mais baratos no Melhor Compra 2026
https://t.co/mTjNII9f1M

[Rain wawa @Rainbdv5]

@quatrorodas Retweeting @quatrorodas

Geely Galaxy hybrid named best buy under R$200k by Quatro Rodas Brazil.
Hybrid tech becomes a sharp weapon for Chinese automakers entering Latin‑America, better matching local infrastructure.
#Geely #BrazilAuto

[Rain wawa @Rainbdv5]

@CARandDRIVER Retweeting @CARandDRIVER

Honda Ridgeline refresh stays with ICE.
EV pickup battle is already underway in North America. Japanese brands lag behind.
How much future does the unibody pickup segment have?
#Honda #Ridgeline

[Rain wawa @Rainbdv5]

Retweeting

This IEA chart tells a clear story:
Booming NEV exports offset soft domestic vehicle sales in China.

Yet overseas growth won’t last forever. Trade barriers & regional competition are building up.
Can export momentum permanently cushion domestic headwinds?
#ChinaEV

[International Energy Agency @IEA]

Surging EV exports from China are shielding manufacturers from declining domestic car sales.

While China's total car sales fell by more than 20% in the first half of 2026 versus a year earlier, electric car exports increased by more than 120% 👉 https://t.co/y9MSqMWIhv

[Rain wawa @Rainbdv5]

Retweeting @EV_carba

NIO certified used‑EV lands in Europe starting at €26,900, battery excluded.

Battery depreciation assessment & leasing risk become new challenges locally.

Can this model reshape Europe’s used‑EV market?
#NIO #EVExport #BaaS

[EV @EV_carba]

Nio’s Certified Used Cars Start at €26,900 in Europe, Battery Excluded — EV $NIO via @EV_CARBA
https://t.co/qUF2F194Cz

[Rain wawa @Rainbdv5]

@EV_carba Retweeting @EV_carba
蔚来认证二手车登陆欧洲，起售价26900欧元，不含电池。

BaaS电池租用模式，让二手蔚来门槛大幅下探。
但二手电池的折旧评估、租赁风控，会是欧洲市场新课���。
这套模式能撬动欧洲二手电动车市场吗？
#NIO #EVExport #BaaS