The main information comes from the daily news of the National Passenger Federation, etc
National Passenger Car Market Information Association website: http://www.cpca1.org/index.asp
First, this week’s car market overview:
1.7Strong monthly retail sales growth
7The trend of the monthly passenger car market has gradually strengthened, and the daily average retail sales of the car market in the first week3.36Tile, relative15year7monthly growth18%, single phase14year7The monthly growth is not very strong.7In the second week of the month, the retail sales of the Union manufacturers strengthened to the daily average4.2810,000 units, the growth rate of the car market has also reached31%The higher level, and relatively14year7The month-to-date segment also performed well.7month1-15Daily retail comparison15year7month1-15daily sales growth25%This is also a normal sales growth. Although the recent excessive rainfall in the south has caused flooding, the impact of the auto market is currently not significant.
2, 7Monthly wholesale growth is good
7The trend of passenger car manufacturers in January gradually strengthened. Due to6The monthly factory sales exceeded expectations, so7The monthly factory sales volume is also a trend of low before and high after. The daily average factory sales volume in the first week3…0710,000 units, but it is currently reaching the daily average in the second week4Growth rate of 10,000 units36.8%The better state of the channel indicates that the state of the channel is relatively good. due to15year7The monthly wholesale is low, so this year7The monthly wholesale sales of manufacturers will perform better.
3The decomposition of new energy vehicle indicators is not conducive to private purchases
Nanjing Municipal Government requires2016During the year, the city promoted the application of various types of new energy vehicles2,502Vehicles, including new energy city buses500Vehicles, logistics vehicles400.Vehicles, sanitation vehicles100Private passenger cars (including corporate cars)502Rental passenger cars1,000.This reflects that there are no private purchases of new energy vehicles, most of which are planned to decompose, and do not make much sense for the development of new energy vehicles.Yeah.
4The profit-making effect of new energy vehicles leads to blind expansion of production capacity
In the early stage, new energy vehicles were hard bones, but because some companies simplified their R & D design and simply assembled electric products for commercial vehicles, the profit-making effect was very good. Other companies also flocked to the market, causing market signals to fail and serious problems. Future new energy vehicles are bound to fall, because the state does not have so much money to subsidize. Relying on simple expansion of production capacity to seek greater fraud and compensation is a huge risk.
5The preferential policies for small-displacement purchase tax have not changed
Recently, the State Council has adjusted the development measures for new energy and small-displacement vehicles, including from2015year10month1day to2016year10month31Day, to buy1.6The preferential policy of halving the vehicle purchase tax for passenger cars with a displacement of liters and below is implemented. I feel that this news is untrue and easy to cause misunderstandings. The reasons are as follows:1The Huimin policy has not shrunk. The time is reduced by two months, which is the shrinkage of the Huimin policy, and the state generally does not adjust it in this way.2The Premier is on a foreign trip recently, and the State Council will not meet to study this matter in the near future. In the past two days, we have sorted out industry news. Premier Li7month13day to14On an official visit to Mongolia. At the same time7month15day to16Attending the 11th Asia-Europe Summit held in Ulaanbaatar, the capital of Mongolia, on Sunday. Premier Li’s time is very tight these days, and it is impossible to spread the policy information of preferential adjustment of purchase tax last weekend. After all, such a policy should be determined by the executive meeting of the State Council, and the Premier should make the decision.3The state’s policy towards the automotive industry is generally supportive. The recent trend of the automotive industry has been slightly better, especially for narrow passenger cars6The monthly retail sales growth rate has reached23%But this is a high growth from a low base, and it should not lead to such a rapid suppression policy by the state. The information transmitted online feels untrustworthy, and it is still subject to the documents published by the state.
New cars launched this week
1.
JunpaiD60New model for sale6.49ten thousand-9.99.ten thousand yuan
7month13Japan, the new JunpaiD60Listing, new car launch7The price range is6.49ten thousand-9.99.Ten thousand yuan.
In terms of appearance, the new car has been improved for details, with chrome-plated strips added to the front air intake grille and fog lamp positions for a more three-dimensional feel.1.8LVehicle rear "D60"The font was changed to red.
In terms of interior, the new car’s instrument cluster adds bright circle decoration, and the manual version of the model’s shift lever adopts a ball head shape.
In terms of configuration, some models of the new car are equipped with leather and leather splicing seats, leather steering wheels, and reversing imaging systems.
In terms of power, the new car is equipped with1.5Land1.8LEngine, match5MTand6TIPTransmission.
Analysis:. Product quality design and cost-effective advantages are obvious.
2.
Dongfeng Peugeot3008Official listing15.27-21 97ten thousand yuan
7month12Day and night, the new Dongfeng Peugeot3008Officially launched in Chongqing, compared to the old model, the new model mainly makes some improvements to the styling design, the most obvious being the new style of lattice air intake grille. New car launched2Displacement total6Model, the price range is15.27-21 97Ten thousand yuan.
The new car will have three configuration models: Classic Edition, Trend Edition and Zhishang Edition. The new car is fully equipped withABS + EBDBrake assist, traction control, body stability control system, uphill assist, electric sunroof, rear parking radar, Bluetooth, daytime running lights, front fog lights and other configurations. Trend version and above models have xenon headlights, electric folding of exterior rearview mirrors, tire pressure monitoring, side air curtains, fixed speed cruise, automatic air conditioning, driver’s seat electric adjustment, etc. As a top model, the Zhishang version also has automatic headlights, rain sensing wipers,ADASIntelligent driving assistance, driving recorder, front parking radar, automatic anti-glare inner rearview mirror,HUDHead-up display, front seat heating, passenger seat electric adjustment, and panoramic sunroof.
In terms of power, new models3008Still carrying1.6Tand2.0LThe engine, of which2.0LMaximum engine power108kW, peak torque200Nm;1.6TMaximum engine power123kWThe peak torque is245NmWith2.0LEngine matching5Quick manual or6Speed hand automatic transmission,1.6TModel matching6Speed hand automatic transmission.
Analysis:The configuration performed well.
3.HAVALH6 CoupeDiesel version launched
7month7Day, HarvardH6 CoupeDiesel version launched,4549/1835/1700New car launch6Model, the price range is12.68ten thousand-16.38Ten thousand yuan.
Analysis:The diesel version is very attractive to some consumers and can also reduce fuel consumption
4.teslaMODEL X 60Dlisting75.44ten thousand yuan
7month13Day, TeslaMODEL X
60DListed, the new car is priced at75.44Ten thousand yuan.
In terms of exterior and interior, the new car and75,90The models are basically the same.
In terms of power, the new car is equipped with an electric motor and battery capacity60kWh, cruising mileage up to355Km, the top speed210 km/h…
Analysis:…
II. Macroeconomics and policy
1.Beijing: Accelerate the construction of new energy automobile industrial parks
7month12Yesterday, it was learned from the Beijing Municipal Development and Reform Commission that the "Opinions of the Beijing Municipal People’s Government on Further Optimizing and Enhancing the Producer Service Industry and Accelerating the Construction of a High-end Economic Structure" were officially issued and implemented.
The opinion points out that it is expected that2020Focusing on key areas such as the atmosphere, water bodies, and solid waste, as well as key industries such as construction and transportation, we will accelerate the formulation of energy conservation, environmental protection, and low-carbon standards, vigorously promote third-party pollution control, expand the application of green buildings and green building materials, standardize the development of service formats such as technical consultation, energy conservation assessment, energy audit, and carbon trading, and strive to establish a national carbon emission trading center in Beijing.
Analysis:New energy vehicles are currently experiencing explosive growth, but the future development potential is minimal
2.Ministry of Finance: The subsidy policy will continue and will be distributed in sequence after the liquidation is completed
7month12It is reported that at the recent New Energy Vehicle Industry Development Symposium held in Xi’an, Vice Minister of Finance Liu Kun said that the subsidy liquidation work affected by the verification of the promotion and application of new energy vehicles is being completed, and the subsidy will be issued as soon as possible after the work is completed.
However, it was not specified when and how the subsidies would be issued. Liu Kun also stressed that on the basis of serious investigation and punishment of fraudulent subsidies, the overall continuity of subsidy policies will be maintained in the future.
Analysis:The completion of the liquidation and issuance of subsidies shows that the government will maintain the continuity of subsidy policies for a period of time in the future on the basis of serious investigation and punishment of fraudulent subsidies. In addition, the new energy vehicle policy may be gradually tightened. In addition to plugging regulatory loopholes and preventing fraudulent subsidies, measures such as market competition, raising the technical threshold and necessary administrative means will be taken to prevent the new energy automobile industry from continuing to be scattered…
3.National Development and Reform Commission: National crude steel production declined year-on-year1.4%
7month14According to the data released by the National Development and Reform Commission, the former5Last month, the national crude steel production declined year-on-year1.4%The output of coal enterprises above designated size decreased year-on-year8.4%The new production capacity has been effectively controlled, and the economic operation of the steel and coal industry has been stable and improving.
Analysis:.
4.
Gansu: Issued the "Measures for the Administration of New Energy Vehicle Subsidy Funds in Gansu Province"
7month15It is reported that Gansu Province has recently formulated and issued the "Measures for the Administration of New Energy Vehicle Subsidy Funds in Gansu Province".
New energy vehicles refer to pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles that are included in the "Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles" and are included in the scope of central financial subsidies. Financial subsidy funds for new energy vehicles refer to special project funds included in the financial budgets of all levels to subsidize corporate consumers (including public transportation, rental, sanitation, logistics, electricity, enterprise commuting, etc.) and individual consumers who buy and use new energy vehicles.The purchase of new energy vehicles by party and government organs and institutions shall be implemented in accordance with the current regulations and shall not be included in the scope of subsidies under these measures.
Analysis:. The proportion of unit purchases is relatively large, but Gansu’s Geely electric vehicles should have greater opportunities in the private market.
5.New energy production and sales are growing rapidlyThe National Development and Reform Commission warns of the risk of overcapacity
7month11"Under the guidance of national strategy and policy support, China’s new energy vehicle industry has developed rapidly and its industrial scale has continued to expand," said Wu Wei, director of the machinery and equipment department of the industrial coordination department of the National Development and Reform Commission in Japan. "The new energy vehicle industry is generally good, but the industry is scattered and blind investment problems exist. All parties should pay attention to it and prevent risks."
It is reported that in order to promote the sustainable and healthy development of the new energy automobile industry, accelerate the improvement of technological level and international competitiveness, and prevent blind investment and low-level duplication of construction, the National Development and Reform Commission has commissioned the China Automotive Technology Research Center and other units to enter the country
Yesterday, Wang Cheng, deputy director of the Beijing Department of the China Automotive Technology Research Center, made it clear that there is a risk of duplicate construction and overcapacity in China’s new energy vehicle sector.
Analysis:The demonstration effect of fraudulent subsidies for new energy vehicles has led some private enterprises to expand production blindly
6.MIIT: Publicity2015Average annual fuel consumption of passenger car companies31The car company failed to meet the standards
7month13Today, MIIT announced2015Average annual fuel consumption of passenger car companies.
2015Annual in China116Home passenger car companies co-produce/Imported passenger car2,111.36The actual value of the average fuel consumption in the industry is7.97L/100km…89Domestic passenger car manufacturer2015Annual cumulative production of passenger cars2,015.86The average fuel consumption target value is7.82L/100kmThe actual value is7.66L/100km…27Home Imported Passenger Cars Dealers Imported Passenger Cars95.5The average fuel consumption target value is8.89L/100kmThe actual value is8.99L/100kmtotal31Car company2015The average annual fuel consumption is not up to standard.
Analysis:.
Seven.MIIT Energy Conservation and Comprehensive Utilization Division Launches Special Survey on Industrial Green Development
7month12As the days go by,7-9In order to implement the "Made in China" policy2025To promote the "Green Manufacturing Project Implementation Guide" and the "Thirteenth Five-Year Plan" for industrial green development, Gao Yunhu, director of the Department of Energy Conservation and Comprehensive Utilization of the Ministry of Industry and Information Technology, led a team to Shanghai and Guiyang to carry out special research on industrial green development.
The research team conducted a key investigation on the recycling and utilization of new energy vehicle power batteries in Shanghai, and held discussions and exchanges on key issues such as the establishment of new energy vehicle power battery recycling and utilization models, cascade utilization, and standard system construction, as well as the promotion of system construction, pilot demonstrations, and product code traceability management. The research team then went to Guizhou Province to Guiyang City to discuss with representatives of some relevant enterprises and industry institutions on promoting the comprehensive utilization of industrial resources, green transformation and upgrading of the industry, energy conservation, cost reduction and efficiency increase, and green development of the communication industry.
Analysis:.
Eight.Guangzhou: plans to develop a unified charging pile standardThere are charging piles per kilometer in the core area
7month12It was reported that the Guangzhou Municipal Land Resources and Planning Commission publicly invited tenders to purchase Guangzhou charging pile (station) setting standards and recent layout planning projects. Budget80Ten thousand yuan.
The Guangzhou Municipal Planning Commission pointed out in the invitation tenders document that the establishment of charging piles (stations) in Guangzhou and the recent layout planning research will help to adapt to the rapid development of energy-saving and new energy vehicles in Guangzhou and fill the gap in the planning and construction of electric vehicle charging stations in Guangzhou.
Analysis:In the new energy industry chain, charging infrastructure plays a key role. However, in the existing charging pile layout, the promotion speed in most regions is lower than the expectations of the entire market. Therefore, in the next industrial chain, the rollout of charging piles is the general trend…
Nine.
Henan:7month15From now on, yellow-label vehicles will be banned on expressways in the province
7month13It was reported that the Henan Provincial Public Security Department Expressway Traffic Police Corps and the Henan Provincial Public Security Department Expressway Public Security Bureau issued the "Notice on the Prohibition of Yellow Label Vehicles on the Provincial Expressway" and decided to2016year7month15From midnight on the same day, yellow-label vehicles are prohibited from passing on all expressways within the administrative region of Henan Province.
The notice states that in order to further implement the "Law of the People’s Republic of China on the Prevention and Control of Air Pollution" and ensure the effectiveness of the province’s air pollution prevention and control work, in accordance with the "Road Traffic Safety Law of the People’s Republic of China", "Henan Provincial Road Traffic Safety Management Regulations" and other relevant laws and regulations, as well as the "General Office of Henan Provincial People’s Government on the issuance of2016Notice on the Work Plan for Eliminating Yellow Label Cars and Old Cars in Henan Province (Henan Zheng Office [2016]103No.) requires that it be decided to ban yellow-label vehicles from passing within the province’s expressways.
Analysis:. Simple and effective measures to combat yellow label cars.
10.Ministry of Environmental Protection: Release6month74City air quality
7month8The Ministry of Environmental Protection announced6The air quality situation of the whole country and the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta regions and municipalities directly under the Central Government and provincial capitals.
According to the presentation,338The average number of good days in cities at the prefecture level and above is84.7%, a year-on-year decrease0.3Percent. Among them, the Yangtze River Delta region25The average number of good days in each city is83.9%, a year-on-year increase7.5Percent. This year, the Yangtze River Delta and the Pearl River DeltaPM2.5andPM10The concentration reached the national second-level average annual concentration standard for the first time.
Analysis:.
11.Nanjing: Launch a new energy vehicle promotion plan
7month15The General Office of the Nanjing Municipal Government has officially issued the "2016Notice of Nanjing New Energy Vehicle Promotion and Application Plan2016Nanjing new energy vehicle promotion and charging infrastructure building made a detailed plan.
In the promotion of new energy vehicles, the Nanjing Municipal Government requires2016During the year, the city promoted the application of various types of new energy vehicles2,502Of which, the number of new energy buses promoted accounted for the number of new and updated buses throughout the year50%Above.2016Annual promotion and application of new energy city buses500Car, special car500Vehicles, including logistics vehicles (including postal vehicles)400.Vehicles, sanitation vehicles100Car, passenger car1,502Car. Private car (including corporate car)502Car, rental car1,000.In order to promote the popularization of new energy vehicles, the Nanjing Municipal Government will continue to encourage and guide private consumers to purchase and use new energy vehicles
Analysis:. This is not a rhythm that encourages private purchases. It is all planned unit purchases, which are of little significance to the development of new energy.
12.Ministry of Commerce:1-6Moon ChinaFDIyear-on-year increase5.1%
7month12According to data released by the Ministry of Commerce,1-6The actual amount of foreign capital used in China (abbreviationFDI)4,417.6RMB 100 million (discounted)694.2Billion US dollars), a year-on-year increase5.1%(Excluding banking, securities, and insurance data).
Analysis:.
13.
Bureau of Statistics:2016year1-6National fixed asset investment (excluding farmers) rose in January9%
7month15Yesterday, the National Bureau of Statistics released data showing that…2016year1-6National fixed asset investment (excluding farmers)258,360Billion yuan, a year-on-year nominal increase9%(Real growth after factoring in prices)11%), the growth rate ratio1-5month down0.6Percent. From the month-on-month speed,5Monthly fixed asset investment (excluding farmers) rose0.45%…
Analysis:.
14.Bureau of Statistics:6Industrial producer prices fell year-on-year in January2.6%
7month10Yesterday, the National Bureau of Statistics released data showing that…6In January, the price of industrial producers across the country fell month-on-month0.2%, a year-on-year decrease2.6%Industrial producer purchase prices rose month-on-month0.2%, a year-on-year decrease3.4%In the first half of the year, industrial producer prices fell year-on-year3.9%The purchasing prices of industrial producers fell year-on-year4.8%…
Analysis:.
15.
Bureau of Statistics:6Monthly increase in industrial added value above designated size6.2%
7month15Yesterday, the National Bureau of Statistics released data showing that…6In January, the added value of industries above designated size increased year-on-year in real terms6.2%, than5Monthly acceleration0.2Percent. From a month-on-month perspective,6In January, the added value of industries above designated size increased compared with the previous month0.47%…1-6In January, the added value of industries above designated size increased year-on-year6.0%…
Analysis:.
16.Bureau of Statistics:6Consumer prices rose year-on-year in January1.9%
7month10Yesterday, the National Bureau of Statistics released data showing that…6In January, the overall level of consumer prices across the country rose year-on-year1.9%Among them, the city rose1.9%The rise in rural areas1.9%Rising food prices4.6%Rising non-food prices1.2%Consumer goods prices rose1.7%The price of services has risen2.2%In the first half of the year, the total level of consumer prices across the country rose compared with the same period last year2.1%…
Analysis:.
IV. Enterprise
1.BYD invests19.9Billion strong won the bidding of new energy vehicle procurement project
BYD shares issued an announcement on winning the bidding and winning the bidding for major commercial vehicle contracts, and its holding subsidiary BYD Automotive Industry Co., Ltd. recently participated in the bidding "Shenzhen West Bus Co., Ltd2016year2919Taiwan new energy vehicle procurement ", BYD Automotive Industry Co., Ltd. was identified as the first candidate to win the bidding, winning the bidding content includes296car8Mi pure electric ordinary bus,2,228car10Mi pure electric ordinary bus, and395car10Mi pure electric high-speed bus; involved in capital17.97100 million yuan, excluding state and local government subsidies.
7month11BYD issued an announcement on the adjustment of the number of commercial vehicles to win the bidding project, due to the adjustment of the purchaser’s capacity, the purchaser – Shenzhen West Bus Co., Ltd.2228car10The purchase quantity of "pure electric ordinary bus" was adjusted, and BYD won the691Orders for new energy buses.
In addition, the holding subsidiary BYD Automotive Industry Co., Ltd. recently participated in the bidding for "Shenzhen West Bus Co., Ltd."2016year832Taiwan new energy bus ", also successfully won the bidding, including400.car6Pure electric minibus, and432car7Mi Pure Electric China Bus, involved in capital1.9Billion yuan.
It is reported that BYD Automotive Industry Co., Ltd. will win the bidding date30Negotiate with Shenzhen West Bus Co., Ltd. on cooperation matters and sign a procurement contract.
Analysis:The full range of electric vehicles is lucrative
2.BYD partners with Didi to build a new energy ecosystem
Recently, BYD and Didi Chuxing jointly launched the "China Good Car Owner" project, which will promote the sharing economy model in the future.
The way BYD and Didi cooperate is currently based on the sharing on the platform, BYD provides products, and Didi Chuxing provides big data. More cooperation models will also be opened up in the future. It is understood that BYD and Didi Chuxing have been cooperating in Shenzhen for some time. Since BYD’s new energy vehicles can be licensed for free in Shenzhen, Didi’s franchised drivers are equipped with BYD Qin cars and launched a rental-purchasing model.
Analysis:.
3.Bentley plans to launch an electric version of Mulsanne in China
7month14Bentley is about to launch an electric version of the Mulsanne luxury sedan in China,Hans, product marketing manager at Bentley, said the electric motor was noiseless and had high torque at low speeds, making it the perfect fit for the comfort-focused Mulsanne sedan.
Analysis:.
4.Dongfeng Nissan focuses on products, brands and channels
Sales hit a new high
2016Sales of Dongfeng Nissan reached a new record high in the first half of the year.1-6Monthly cumulative end point sales breakthrough50Million, exceeding the half-year target.16In 2008, Dongfeng Nissan adhered to the mentality of "returning to the original intention", and made efforts from the three aspects of product strength, brand strength, and channel strength to create a strong comprehensive strength of the entire value chain.
In terms of product strength, Dongfeng Nissan has basically completed the younger upgrade of the main models. With the first half of the year, the new generationTIIDAlisting,The Dongfeng Nissan family camp has basically formed, providing consumers with diverse and personalized choices. In terms of brand power, Dongfeng Nissan deepens its strategy of promoting youth.2016In 2008, Dongfeng Nissan officially entered the marketYOUNG NISSAN 2.0In the times, the concept of youth has deepened from age to mentality. At the same time, releaseNISSAN i-SAFETYSmart security strategy.2016Breakthrough in the loading rate of models on sale80%, strengthen the brand technical image. In terms of channel power, further improve the marketing system and promote the sinking of channels. Dongfeng Nissan expands the sinking of the marketing departments in the four major regions to the whole country12A regional marketing center, the establishment of regional support offices, to create a more flat organizational structure, further close to market changes, improve decision-making speed and support speed. In addition, with the official completion of Dongfeng Nissan’s three major centers, it will further enhance Dongfeng Nissan’s comprehensive competitiveness…
Analysis:.Dongfeng Nissan sold in the first half of the year50ten thousand
5.Ford’s retail sales in China rose year-on-year6%
In the first half of this year, sales of Ford brand, Lincoln brand and their joint ventures in China reached577,097Vehicles, up year-on-year6%. Xiao Dawei, Vice President and President of Asia Pacific, Ford MotorDave Schoch) said, "Our sales in China continued to grow steadily in the first half of the year. Even with slower growth and an increasingly mature market, consumers still responded well to our products, especially under our global strategySUVProduct lineup.
Lincoln continues to grow in China, with retail sales surging threefold in the first half of the year12,450Vehicle, more2015The annual sales volume is higher11,630The brand will be introduced to China in the second half of this yearContinentalFlagship car. It is understood that Lincoln is considering domestic production in China. China may surpass North America to become the brand’s largest market…
Analysis:.
6.Qoros launches new "amphibious" strategy
Qoros has quietly launched a new "amphibious" strategy, which means the common development of traditional and new energy vehicles. In the field of traditional automobiles, it will continue to improve and enrich the existing product line. Qoros plans to increase sales by expanding the dealer network, adjusting product pricing, marketing activities and other means.
It is reported that Qoros plans to launch a car based on Qoros at this year’s Guangzhou Auto Show3Platform products have a higher chassis and a stronger sporty atmosphere; in addition, in cooperation with KoenigseggQamFreeThe engine will also accelerate the pace of development and enrich Qoros’ existing product line.
Another key sector of the amphibious strategy is new energy vehicles. "Qoros Automobile last year11Signed a cooperation framework agreement with the Yunnan government in June, which may introduce new energy and driverless projects to Kunming. "It is reported that Qoros’ first pure electric vehicle is expected to be launched2017Year to market.
People familiar with the matter said that Qoros’ mobility division is also about to make a big move. "A well-known domestic company has signed a cooperation contract with Qoros for mobility projects."
Analysis:.
Seven.Conch profiles give up the acquisition of Chery New Energy
7month12On the afternoon, Wuhu Conch Profile Technology joint stock company issued a resumption of trading announcement, saying that the board of directors decided to give up the acquisition of Chery New Energy, because Chery New Energy currently has no production qualifications.
Analysis:.
Eight.Li Shaozhu appointed as general manager of Dongfeng Group
7month12On the afternoon of Sunday, Dongfeng Motor Company held a leadership team expansion meeting. Li Shaozhu took over as the general manager of Dongfeng Motor Company,He also serves as a director and deputy secretary of the party committee of Dongfeng Motor Company.
Analysis:.
Nine.Kia SorentoLNo domestic plans yet
7month14In today’s news, Kia officially announced that the new SorentoLAt present, there is no domestic plan, and it will still be sold in the Chinese market as an imported car.
Analysis:.
10.FAW Xiali reported another huge loss in the first half of the year
7month15FAW Xiali disclosed its semi-annual performance status, showing a serious loss, including net profit losses attributable to shareholders of listed companies4.75Billion yuan –5.75Billion yuan, a year-on-year loss5.37Billion yuan; basic earnings per share loss of approximately0.30Yuan –0.36Yuan, a year-on-year loss0.34Yuan.
Analysis:.
11.Tencent Foxconn2020Years ago will push autonomous cars
7month12New car company funded by TencentFMCIndicates that it will be in2020A self-driving electric car was launched a few years ago.FMCCreated in2015In 2008, it was jointly established by Tencent, Foxconn and Harmony Automobile, with a focus on the mid- to high-end electric vehicle market.
Analysis:.
12.Sinotruk and XCMG sign an agreement
Recently, China National Heavy Duty Truck Group and Xugong Group signed a strategic cooperation agreement. The two sides will cooperate in an all-round way based on the principle of complementary advantages, mutual benefit and common development, establish a long-term and stable strategic partnership for the future, and use their respective advantageous resources to comprehensively enhance product competitiveness.
Analysis:.
13.Zhongtong Bus’s net profit in the first half of the year increased year-on-year500%above
7month12Zhongtong bus holding joint stock company released2016Interim results forecast. The forecast shows,2016year1month1day to2016year6month30The net profit attributable to the parent company was29,000ten thousand yuan-30,400Thousands of yuan, compared with the same period last year4,825.8210,000 yuan, a year-on-year increase500% -530%…
Analysis:.
V. Industry
1.Miniature electric national standard7monthly introduction
7month15It is reported that Vice Premier Ma Kai of the State Council has made important instructions on the micro-electric vehicle standard and submitted it to MIIT. The micro-electric vehicle standard is expected to be adopted as soon as possible7Announced and implemented monthly.
The introduction of the national standard for micro electric vehicles is a major opportunity for car companies that meet the standards. Small workshops’ shoddy products without quality assurance and after-sales services will be cleared from the market, and the market share of regular micro electric vehicle companies will increase significantly.
Analysis:. Micro-electric vehicles have great potential, and major automakers should take advantage of subsidy opportunities to accelerate their development.
2.
SUVThere are still two years of growth, and the profit margin may be doubled
Future ChinaSUVWhether the market can continue to maintain rapid growth depends mainly on two factors: First, the international automotive leader countriesSUVWhat is the peak level of the proportion, and whether our country has the conditions to exceed such a peak; the second is whether our country still has sub-segments with insufficient competition.
Sales are growing rapidly and profits are high, which is why more and more automobile companies are accelerating their growth inSUVThe most important reason to place a product on the marketSUVThe abundance of products and the increasingly fierce market competitionSUVProducts from2015The price war began in the second half of this year. Of course, the rapid decline in prices will also allow more consumers to chooseSUV, supportSUVThe further development of the market. However, the rapid growth of the market is often directly related to the profit of the product. When the profit of the product is diluted or even zero, the growth space of the market segment often disappears.
Analysis:.
3.LeTV Auto’s first round of financing will be completed
7month14Recently, relevant Financial Institutions Group sources revealed that the first round of financing of LeTV Super Auto may be completed within two weeks.
Analysis:.
4.Porsche’s sales in China increase4%
MacanContribute 40%
7month15According to the sales data released by Porsche recently, its global sales in the first half of the year reached117,963Vehicles, year-on-year growth3.5%Sales in China increased year-on-year4%It is the growth driver of the Porsche brand.MacanIt contributed nearly 40% of sales.
Analysis:.
5.Beijing10Thousands of construction machinery will be labeled with environmental protection labels
7month13From now on, in Beijing10Thousands of excavators, loaders, internal combustion forklifts, and other non-road mobile construction machinery in use will be uniformly registered and posted with environmental protection labels of different emission standards. "Zero and first-stage emissions" are marked in yellow; "second-stage emissions" are marked in orange; "third-stage emissions" are marked in green; "fourth-stage emissions,DPFRenovation, electric, natural gas "logo is blue.
Analysis:. It is necessary to manage construction machinery.
6.The segmentation of the electric vehicle market is accelerating
Car companies are already there2016New energySUVAs a key market segment. in addition toSUVMarkets, including low-speedA00More market segments and growth points, including electric vehicles, are being launched. While meeting the diverse needs of the market, the development of Blue Ocean is also expected to open up more buffer space for automakers to enter the subsidy-free era. In addition to new energySUVIn addition, many car companies are secretly accelerating the layout of low-speed electric vehicles with strong demand at the end point of the market. Some experts pointed out that with the opening of more market segments, in addition to the improvement and maturity of technology, marketing promotion and new business models for different models also need to be launched.
Analysis:.
Seven.The competition in the power battery industry is becoming increasingly fierce
At present, the production capacity of domestic power battery manufacturers ranks among the top, including BYD, Lishen, Ningde Times, Wanxiang, Guoxuan and other manufacturers. According to the statistics of motor vehicle factory certificates,2015annual BYD installed capacity64,837Vehicle market share reached17.32%, Lishen battery installed capacity37,237Vehicle market share reached9.95%The two ranked first and second respectively in terms of installed capacity that year.
The production capacity and technical layout of local battery companies are particularly important. domestic2015BYD, the big brother with the largest annual market share, has the world’s largest power battery production base, but it has been breaking through with lithium iron phosphate batteries as a technical path since the beginning. Driven by it, the above-mentioned Lishen, Wanxiang, and Ningde Times also have large-scale layouts on this technical route.
The ternary battery is responding to the passenger car market, and the technology has gained an advantage in seizing the market due to the advance layout of South Korea. This time Samsung,LGIf it is not included in the batch catalog, it will have a greater impact on automakers using ternary lithium batteries, while BYD, which uses lithium iron phosphate batteries, will enjoy a positive impact.
Analysis:.
Eight.SAIC Ali high-profile test water Internet car
Alibaba is not shouting about subverting traditional cars; nor is it willing to be just one of many suppliers to traditional car companies. Alibaba’s route is to establish a 50-50 joint venture with SAIC Motor Group, the largest car group in China – Zebra Automobile. This is the third model for Internet car companies to enter the automotive industry. The cooperation between Alibaba and SAIC is not exclusive. This model is different from the model dominated by Internet companies such as Tesla, LeEco, and NIO. It is also different from the model dominated by car companies such as Geely, Volvo, and Chery. It cooperates with many Internet companies and only uses Internet companies as its suppliers.
Ali’s Internet technology has been applied to RoeweRX5The configuration includes opening the door with a watch, automatically sensing the speed of the car with a map, taking selfies, no mobile phone navigation is required in the car, and voice becomes the first interaction pattern.
In order to cultivate consumers’ dependence on internet-connected cars, SAIC also promoted RoeweRX5Tailor-made traffic lifetime free services, including software upgrades, map navigation, remote car conditions, road assistance, voice, and more.
Analysis:. The advantages of mobile phones are difficult to replace
Nine.Tuhu car maintenance won Yaxia car1Billion yuan in financing,VIEArchitecture split completed
7month12Yesterday, Yaxia Automobile plans to1Subscribe to the automotive aftermarket at a premium of 100 million yuanB2CE-commerce platform Tuhu car maintenance2.03%Equity, while Tuhu saidVIEThe structure has been split and completed, and it is reported that the funds will be used as Tuhu Car Maintenance NetworkDPart of the round of financing.
Analysis:.
10.Intelligent connected vehicles will become a development trend at home and abroad
With the rapid development of automotive electronics, networks, and information technology, intelligent connected vehicles have become the trend of automotive technology development. Google’s driverless cars, Apple’s driverless cars, andiOS7Automotive versions, Volvo Cars’ "road trains" and other technologies and products.
Emerging high-speed network communication (CAN,GPRS/3G/4G,DSRCAdvanced environmental awareness (images, radar, etc.)GPSBeidou, etc.), big data computing, intelligent control and other technologies have become the focus of the automotive industry. Determine the future economy12"Big Disruption Technology" predicts that smart cars will be2025The year will create1.9The trillion-dollar output value ranks among the next generation of genomics,3DBefore printing, etc., it was in sixth place.
Europe, the United States, Japan and other developed countries have recently10The year’s national project support has been basically completedV2XLarge-scale road test evaluation of communication and control, and proposed from the perspective of national standards and regulationsADASThe system has entered the stage of industrialization and market deployment. According to relevant standards and regulations of the European Union, the United States, Japan, etc.,AEB(Automatic emergency braking),LDW(Lane departure warning),APA(Parking Assist) and other driver assistance systems will be available2013year-2017Mandatory assembly on all commercial vehicles in stages every year.
Therefore, Ford, General Motors, Toyota, Mazda, BMW, Audi and other automotive companies have2010It has been standard assembled since the beginning of the yearADASSystem.2011Year,2012Global Automobile of the YearADASThe system market growth rate has reached57%,63%Can be expected2015year-2016During the year, automobile manufacturers around the world willADASSystems were quickly brought to market as standard assembly.
Although domestic vehicle manufacturers are also developing automobilesADASTechnology research and development and industrial application, such asFCW(Front collision alarm),LDWReversing and panoramic systems are optional equipment on the vehicle.
But on the whole, our country’s independent research and development of smart cars is actually in a very lagging state compared with foreign developed countries.ADAS,V2XMost of them are in the stage of technical research and prototype development, and have not undergone large-scale testing and evaluation and systematic standards and regulations certification, leaving a considerable gap from the industrialization stage.
Analysis:.
11.2016China’s automobile exports may decrease by 10% this year
The main reason for the continued sluggish export of automobiles is that the world economy has been growing at a low rate in recent years, consumers in developed countries are more cautious about consumer spending, and emerging economy markets have also experienced greater fluctuations, which has resulted in low willingness to buy automobiles and sluggish demand. In addition, tariff barriers and trade restrictions have made the threshold for China’s automobile exports higher. At the same time, Chinese automakers have accelerated the pace of overseas investment and factory construction, striving to achieve localized production, and some vehicle exports have also been converted into parts exports. At present, there is still a certain gap between China’s automobile brands, R & D and services with developed countries in Europe, America, etc. Continuously improving quality and improving services will help China’s automobile exports increase.
Analysis:.
12.6Monthly new energy vehicle sales growth107.3%
Sales of new energy vehicles rebounded in the second quarter after a setback in the first quarter of this year.6Month, new energy vehicle sales4.410,000 vehicles, a year-on-year increase107.3%…
In the first quarter of this year, the sales of new energy vehicles suffered a setback due to factors such as inventory "fraudulent compensation" and the decline in subsidies. In the second quarter, with the successive implementation of new energy vehicle subsidy policies in various places, the new energy vehicle market regained its hot situation. In the second half of the year, the monthly production of new energy vehicles will continue to show a doubling trend. Previously, the China Automobile Association predicted that this year70The production and sales target for 10,000 vehicles will remain unchanged.
Analysis:.
VI. Multinational groups and international markets
1.Audi Toyota Huawei Indirectly"join forces"forceLTE-Vtechnology
LTE-VIt’s mobile.LTE(4GThe fourth-generation version is currently available in Europe3GPPThe use of this technology is specified in the project, which is used to develop communication standards, while the latter belongs toRelease 14Part of.This version is designed to enable communication between vehicles and between vehicles and road communication facilities, capable of handling multiple application typesIt covers a wide range of safety applications, from intelligent connected vehicles (e.g. collision warnings, pedestrian warnings, etc.) to intelligent mobile applications for intelligent connected vehicles, to improve efficiency and enable users, systems, and vehicles to adapt to formal strategies such as fuel savings and reduced travel delays. On real highways,LTE-VThe technical characterization of vehicles between vehicles and between vehicles and road communication facilities is reflected in the execution of such field trials. After using the test vehicle, it is necessary to prove the technology itself from the different scenarios and environmental conditions faced in real life, evaluate its performance and feasibility, and confirm whether it is suitable for different future use cases and applications.
Analysis:.
2.Audi will unveil a new strategy
Audi is about to unveil a new strategic plan within a month, which will involve the "three modernizations", namely electrification, digitalization and urbanization. Among them, electrification will be the focus of future development. Audi will start from2018We will provide more pure electric vehicle products in the future2025At the same time, Audi chairperson Rupert Stadler revealed that Audi will not give up hybrid, gasoline and diesel cars in the future…
Analysis:.
3.Autonomous vehicles introduce gesture recognition technology
According to reports, the latest monthly report released by Google states that its autonomous car can recognize cyclists’ gestures and even give cyclists more space near parked vehicles. For autonomous cars, being able to avoid other vehicles and pedestrians is not enough, Google’s autonomous car team is ensuring that its self-driving LexusSUVAnd custom prototypes are able to recognize the rider’s intentions.
An update on the monthly progress of Google’s autonomous car said its software could already recognise the hand gestures many cyclists make when they want to turn. The system could also observe the state of the rider’s ride and predict what they might do next. Google said its autonomous car could even "remember" the hand movements cyclists made when they were away from an intersection to better predict whether they would turn later.
In other cases, Google’s autonomous car will even be more polite than the real driver. If the autonomous car’s sensors detect that the rider is passing a parked car with the door open, the autonomous car will give the rider more riding space. If the Google car wants to pass the bicycle, the system requires them to provide the other party with "sufficient buffer". In addition, Google has also tested the reaction of its autonomous car to different bicycles, including front and rear tandem bicycles and unicycles.
Analysis:.
4.Honda technology breakthroughRare earth metal supply constraints eased
Honda Motor Co. has teamed up with other companies to develop the world’s first hybrid electric motor that does not use any heavy rare earth metals, which will reduce Honda’s dependence on heavy rare earth metals. It addresses two core challenges in manufacturing key components for drivetrains:1.The cost remains high2. The supply of rare earth strong magnet (metal) materials is unstable.
Analysis:.
5.Nissan launchProPILOTAutonomous driving technology
exist7month13Nissan released it in JapanProPILOTAutonomous driving technology, and claims that the technology is in2020It can reach full maturity by the end of the year.
ProPILOTIt is an autonomous driving technology developed by Nissan that can be used for single-lane driving on highways. The technology can perform operations such as steering, acceleration and braking in fully autonomous mode, thus reducing the burden of traffic congestion and long-distance driving on highways. Nissan’s newSerenaThe application will be loaded.ProPILOTThe system of technology relies on image processing technology, once the system is in startup mode, it will be based on the driver’s pre-set speed limit (approximately30-100Km/hAutomatically control the distance to the vehicle in front. It is reported that the development process of Nissan’s autonomous driving technology can be divided into three stages:1,2016In 2018, Nissan models equipped with this technology could achieve single-lane autonomous driving on highways.2,2018In 2018, the technology will be equipped with more advanced systems, allowing vehicles to drive autonomously in multi-lane conditions.2020In 2020, the technology will be fully mature, enabling autonomous driving functions even in urban street intersections or urban traffic conditions.
Electrification can better support vehicle intelligence, thus enabling eventual autonomous driving, which is the main reason why Nissan places so much emphasis on vehicle electrification. A highly electrified car is not only well compatible with navigation systems, smart keys, electric seats and other equipment, but also more conducive to the installation of electronic active safety equipment. To achieve true autonomous driving, it is necessary to develop a vehicle that protects people. This is the Nissan safety barrier concept.
Analysis:.
6.Panasonic forecasts automotive battery revenue3Double every year.
Recently, the head of Panasonic’s automotive and industrial systems department announced their expectations for future income, among which they believe that their annual income in automotive batteries will be in the future3The year has doubled, from2015fiscal year1,800Billion yen increased to4,000.Billion yen.
Analysis:.
Seven.Truss says it will not be removedAutopilotfunction
7month14Daily news, althoughModels
SThe car owner died while enabling Autopilot mode, TeslaCEOMusk says they won’t remove it as a resultAutopilotAutopilot mode. Tesla will release the latest version of its in-car software system8.0The system will focus on large-scale upgrades and corrections to the autonomous driving system to make it more sensitive. Users can download the system themselves in the future without visiting a specialty store.
Analysis:.
Eight.Hyundai partners with the U.S. Department of Energy to launchFCVPhase II
7month13According to the report, Hyundai and the U.S. Department of Energy (DOEThey are currently working on the second phase of their fuel cell demonstration project. The first phase is13year to15Year, the second phase begins2016to2017Years. The project content includes: Modern offers a large number ofTuscon fuel cellCUVFor daily useDOEThe use of hydrogen energy infrastructure for demonstration.
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