??important news
??July new power list: after 7 months, the ideal to break 50,000 new high, ask the world, and polar krypton sales decline
First Electric reported on August 1 that the new forces announced the July delivery record as scheduled. After a lapse of 7 months (50,353 vehicles were delivered in December last year), the ideal sales volume once again exceeded 50,000 vehicles to 51,000 vehicles, a record high, and won the championship of the new power list for two consecutive months. After breaking through 20,000 vehicles in June, the sales volume in July broke through 20,000 again to 22,093 vehicles, setting a new record high, surpassing NIO again and ranking fourth on the list. Extreme krypton, Q-world and NIO sales fell month-on-month in July, of which Extreme krypton sales fell by 22%, NIO and Q-world sales fell slightly by 3.4% and 2.9% respectively. Avita, a subsidiary, has not announced sales as of press time. Deep Blue sold 16,721 units in July, ranking sixth.
??July sales 342,400, an increase of 30.6%
BYD shares on August 1Announcement, in July 2024, the production of new energy vehicles was about 320,900, an increase of 17.78% year-on-year; sales were about 342,400, an increase of 30.6% year-on-year. It is worth noting that the sales of plug-in hybrid models 193,500 in July, significantly exceeding the sales of pure electric models (125,800), the difference has been nearly 70,000. The ratio of the two quantities has also come to 1.54:1. Subsequently, the official account of Difan Home announced,In July, BYD passenger cars sold a total of 340,799 vehicles, including 172,930 Dynasty Network models, 152,767 Ocean Network models, 439 Yangwang brand deliveries, 1,842 Equation Leopard brand deliveries, and 10,340 brand deliveries. BYD Qin L sold 32,000 vehicles, and 06 sold 25,000 vehicles.
From January to July 2024, the production of new energy vehicles was about 1.9529 million, an increase of 26.16% year-on-year; the sales volume was about 1.9554 million, an increase of 28.83% year-on-year. The company sold a total of 30014 new energy passenger vehicles overseas in July 2024. The company’s total installed capacity of new energy vehicle power batteries and energy storage in July 2024 was about 16.519GWh, and the cumulative installed capacity in 2024 was about 89.075GWh.
??Car sales in July 91,300 units, down 16.32% year-on-year
Great Wall Motor announced on August 1 that the total sales volume in July was 91,285 units, down 16.32% year-on-year; the cumulative sales volume this year was 650,954 units, an increase of 3.60% year-on-year. Among them, 24,145 new energy vehicles were sold in July, and 156,519 units were sold in January-July.
Of the brands under the Great Wall, only the tank brand achieved a year-on-year positive growth (+ 77.26%), and the rest of the brands declined year-on-year. Among them, the pure electric brand Euler decreased by 42% year-on-year, and the Great Wall pickup also decreased by 13.86% year-on-year.
??July sales 150,800, up 13% year-on-year
August 1st news,Geely AutomobileThe latest production and sales data revealed that car sales in July were 150,782 units, an increase of 13% year-on-year. Geely Automobile exported 32,382 units in July, an increase of 65% year-on-year.Brand sales reached 113,855, an increase of 9% year-on-year, of which 16,704 units of the Galaxy series increased by 66% year-on-year.Car sales in July reached 21,272 units, an increase of 24% year-on-year; Extreme Krypton vehicles 15,655 units, an increase of 30% year-on-year. Geely Automobile sold 28,193 plug-in hybrid vehicles in July, an increase of 119% year-on-year; JulySales were 30,858 units, an increase of 26% year-on-year.
??The Group’s July automobile sales 196,000 increased by 30.1% year-on-year, and new energy increased by 254.5% year-on-year.
On August 2, Chery Holding Group released sales data for July 2024, selling 195,759 vehicles in July, an increase of 30.1% year-on-year. Chery brand: sales of 123,123 units in July, an increase of 20.4% year-on-year; sales of 829,890 units in January-July, an increase of 38.3% year-on-year; Xingtu brand: sales of 14,443 units in July, an increase of 26% year-on-year; sales of 68,890 units in January-July, an increase of 28.3% year-on-year; brand: sales of 41,106 units in July, an increase of 91.1% year-on-year; sales of 264,661 units in January-July, an increase of 97.7% year-on-year; iCAR brand: sales of 6065 units in July after the first product was launched for 5 months; cumulative sales of 31,651 units since the beginning Chery Group exported 90,281 vehicles in July, an increase of 16.8% year-on-year; new energy sales of 45,370 vehicles, an increase of 254.5% year-on-year. From January to July, Chery Group sold a total of 1296,380 vehicles, an increase of 45.4% year-on-year.
??MIIT: Before enterprises implement OTA upgrade activities, they should ensure that automotive products meet relevant requirements and file
On August 1, MIIT publicly solicited opinions on the "Notice on Further Strengthening the Management of Access, Recall and Software Online Upgrade of Intelligent Connected Vehicles" (exposure draft). It pointed out that the supervision and management of OTA upgrade activities should be strengthened. Before implementing OTA upgrade activities, enterprises should ensure that automotive products comply with relevant requirements such as national laws and regulations, technical standards and technical specifications, and file with the Ministry of Industry and Information Technology and the General Administration of Market Supervision according to relevant requirements. The filing content includes enterprise management capabilities, models and functions, specific upgrade activities and relevant certification materials. Enterprises can only carry out OTA upgrade activities after the filing is completed. Those involving changes in product technical parameters should be reported to the Ministry of Industry and Information Technology before filing to ensure the consistency of automobile product production. The State Administration for Market Regulation shall conduct filing evaluation and supervision inspections in a timely manner, standardize the application methods of OTA upgrades, and prevent enterprises from concealing vehicle defects or evading responsibilities through OTA upgrades. Those who use OTA upgrades to eliminate automobile product defects and implement recalls shall formulate a recall plan in accordance with the Implementation Measures for the Regulations on the Administration of Recall of Defective Automotive Products, and file with the State Administration for Market Regulation in a timely manner.
??Sharp comment on BYD’s cooperation with Uber: BYD needs to change its route as soon as possible, otherwise it will be troublesome
On August 1st, Uber, the originator of online ride-hailing, announced that it will cooperate with BYD to add 100,000 electric vehicles to the platform. The cooperation will be launched first in Europe and Latin America. It is expected to provide first-class pricing and financing services for BYD car drivers on the Uber platform, and will expand to markets such as the Middle East, Canada, Australia and New Zealand. In addition, the two sides will also cooperate to develop future BYD cars and deploy them on the Uber platform. CEO Musk also paid attention to this matter, and immediately issued his own sharp comment, saying: BYD needs to change course quickly, otherwise it will be in trouble. Why did Musk suddenly have such a statement? That’s because the media quoted Li Yunfei, the general manager of BYD’s brand and public relations department, in the article reporting the cooperation between BYD and Uber, that "fully autonomous driving is basically impossible." Obviously, Musk does not agree with this view at all. After all, Tesla’s ultimate goal is fully autonomous driving. Musk said earlier this year that he would launch a special taxi on August 8, and in the earnings call, Musk also said that the release date would be delayed to October 10.
??domestic
??Avita 07 design details announced
IT Home reported on August 1 that Avita officially announced the design details of Avita 07 car today, continuing the family-style front face, adopting a low wind resistance design, and a comprehensive battery life increase of 46.2 kilometers.
The car will provide two different kinds of power: extended range and pure electric. It will be pre-sold in the third quarter of this year (this quarter) and is expected to be officially launched in September. Its length, width and height are 4825/1980/1610 (or 1620) mm respectively, and the wheelbase is 2940mm. The pure electric model can choose 252kW single motor and 188 + 252kW dual motor. The extended range model is equipped with a 1.5L range extender of 115kW, and can choose 231kW single motor or 131 + 231kW dual motor.
The cockpit of the car adopts a wrapping design and uses a four-screen arrangement (an integrated super-long "hairtail screen", a horizontal central control screen, and two secondary screens at the edge for streaming media external rearview mirrors); the front seats are all zero-gravity seats, made of Nappa leather, and the right side of the main driver is equipped with mobile phone wireless charging, cup holder, etc., and provides a physical car key.
There are 39 ambient light sources in the whole car, and the longest is equipped with 2854mm continuous light strips; the peak power of the speakers in the car is 2016W, and the tuning technology of "British Treasure" is used to support 7.1.4 channel rendering composed of "four-way sky sound".
??Ledao is fully integrated into the NIO service system
Electric Zhijia reported on August 1 that NIO’s Ledao Automobile will be officially listed in September. Everyone is curious. Will the "service" that NIO has always been proud of be reflected in Ledao? What is the relationship between Ledao and NIO’s service? Ledao Automobile officials explain this.
Ledao Auto said that Ledao services are fully integrated into the NIO service system and share the NIO service network. It is expected that by the end of 2024, more than 350 NIO service centers in 200 cities across the country will have the repair and maintenance capabilities of Ledao cars. In the future, we will continue to expand the service network according to user requests, and open Ledao brand exclusive service stores in suitable areas.
NIO’s most distinctive one-click maintenance, door-to-door tire repair, maintenance and car delivery services will also serve Ledao users. The Ledao service package is more lightweight than the NIO service package. In September, the policy, pricing, and detailed interpretation of rights and usage instructions will be announced. If NIO’s service is worry-free throughout the process, then Ledao’s service is flexible and efficient. From the service center to the service staff, from the service process to the service standard, Ledao will continue the quality and experience of NIO’s service, but it will be defined differently in service products.
??Lynk & Co 09 MHEV 4WD Global Edition model price reduction for a limited time 30,000
IT Home August 1st news, Lynk & Co Automobile announced today that the Lynk & Co 09 MHEV four-wheel drive global version will launch a "limited-time exclusive price" from now on, priced at 235,800 yuan (previously the official guide price was 265,800 yuan).
At the same time, the car can also enjoy comprehensive car purchase rights of up to 40,000 yuan this month, including 15,000 yuan purchase tax, 10,000 yuan replacement/additional purchase subsidy, 5,000 yuan to the store purchase subsidy, up to 10,000 yuan financial subsidy.
IT Home news on August 1, Zhang Zhuo, general manager of BYD Ocean Network Sales Division, posted on the social platform that BYD Seal EV will retain the original "Seal" name without change; while the hybrid model equipped with the fifth generation DM-i technology will be named Seal 07DM-i. The official appearance map of the new car was also announced, and the color scheme was named "Sky Purple".
??Beijing promotes "oil-for-electricity" and "oil-for-hydrogen" for public and social sector vehicles
On August 1, the Beijing Municipal Committee of the Communist Party of China and the Beijing Municipal People’s Government issued a statement on building a beautiful Beijing in an all-round way and accelerating the harmonious coexistence of man and natureImplementation opinions of transformation. Among them, it is proposed to optimize the transportation structure, improve the "package" support policies such as strong new energy automobile industry, additional application, promotion of consumption, and favorable traffic, accelerate the construction of facilities such as charging and exchanging electricity, hydrogen refueling stations, and promote the "oil-for-electricity" and "oil-for-hydrogen" of vehicles in public and social fields. Promote the green transformation of railway stations, civil airports, logistics parks, etc., and build a clean transportation fleet. Vigorously promote the green development of buildings, focusing on the construction of ultra-low energy consumption buildings and the energy-saving and green transformation of existing public buildings, promote the low-carbon green transformation of heating, and promote the integration of photovoltaic buildings and other technical applications By 2027, natural gas consumption will decline steadily, gasoline and diesel consumption will continue to decline, and renewable energy consumption will account for about 20%; by 2035, natural gas and gasoline and diesel consumption will decrease significantly, and renewable energy consumption will account for 35%.
??Chinese Statement on Japanese Certification Application: Compliance with Chinese Quality Standards
On August 1, IT Home quoted NHK as reporting yesterday that Japan’s Ministry of Land, Infrastructure, Transport and Tourism has decided to issue a correction order in the near future under the Road Transport Vehicles Law, requiring automakers and others to completely reform the issue of "model certification" necessary for the mass production of automobiles and other vehicles in violation of regulations, and saidNew irregularities discovered by Toyota Motor Corporation…
Toyota China issued a statement today in response to the incident, expressing its sincere apologies for the concerns that some models of the same name may have caused to Chinese customers. Toyota China said that after confirmation, the relevant certification experiments of FAW Toyota, GAC Toyota and models sold in the Chinese market were completed in strict accordance with Chinese laws and regulations, under the supervision and guidance of the Chinese management department, and met the national quality-related standards. There are no safety and quality problems. Please feel free to use them.
??SAIC-GM sold 44,800 vehicles in July
On August 1, SAIC General Motors released sales data for July. In July 2024, SAIC General Motors retail sales were 44,822 units, an increase of 2% compared with the previous month. Among them, the retail sales of new energy vehicles were 7,901 units, an increase of 27% compared with the previous month. From January to July 2024, the cumulative retail sales were 349,922 units. Among them, the cumulative retail sales of new energy vehicles were 50006 units, an increase of 41.6% year-on-year. Specifically,GL8’s retail sales in July were 8,229 units, an increase of 53% month-on-month, reaching the top in a rowWeekly sales list.
??Yipai sold 6,329 units in July
On August 1, Dongfeng Yipai official blog announced that from March 14, Yipai 007 was listed, and as of July 31, a total of 23,157 units had been sold, and the sales volume in July was 6,329 units. Dongfeng Yipai eπ 007 extended range version was listed and delivered on August 9. Eπ 008 was officially listed and delivered on June 14, and the sales volume exceeded 8,000 units in one and a half months of listing.
??FAW Toyota sold 70,200 vehicles in July, and the new generation Prado was delivered on August 5
August 1st news, FAW Toyota today announced the latest delivery data for July: 70,165 vehicles delivered in the month. FAW Toyota delivered 73,545 vehicles in June. The official delivery data was not released in July last year. It can be seen that FAW Toyota’s delivery in July this year fell slightly by 4.6% month-on-month, but still exceeded 70,000 vehicles. At the same time, the new generation Prado will officially start delivery on August 5th. The car has been listed and rolled off the assembly line. A total of 4 models have been launched, and the price range is 45.98-54 9,800 yuan.
??New generation EQA pure electric SUV and EQB pure electric SUV launched
On August 1, Mercedes-Benz officially announced that the new EQA pure electric SUV and EQB pure electric SUV were officially launched, launching a total of three models: EQA260 pure electric SUV, EQB 260 pure electric SUV and EQB3504MATIC pure electric SUV, with recommended retail prices of RMB 322,000, RMB 352,000 and RMB 428,000 respectively.
??Avita released the latest limited-time car purchase rights, value 64,000 configuration free upgrade
On August 1, Avita officially released the latest car purchase rights, including the followingYou can enjoy free equipment upgrades worth 64,000 yuan; if you order Avita 12, you can enjoy hardcore upgrades worth 42,000 yuan. The event starts from now until August 31.Specifically, from now until August 31st, when you order Avita 11, you can give away a British treasure audio set worth 30,000 yuan for a limited time, as well as a front-row double zero-gravity seat worth 15,000 yuan, and a smart fragrance system worth 3,000 yuan. Optional Twilight Purple/Smoke White interior can be reduced by 10,000 yuan, and the black car color worth 6,000 yuan is free for a limited time. Order Avita 12 and you can also enjoy an upgrade gift worth 42,000 yuan, including 20,000 yuan of optional accessories and 22,000 yuan in cash. For details, please consult your local dealer.
??It is reported that Su Tan, the former general manager of Baidu IDG’s automotive business department, has joined Microsoft Cloud to form a new automotive team
On August 1, Leifeng.com New Intelligent Driving reported that Su Tan, general manager of Baidu IDG (Intelligent Driving Business Group) Automotive Business Department, who left in early July, joined Microsoft Cloud and reported to Yuan Xin, president of Microsoft China. Microsoft Cloud China previously had a low-level automotive team within the EC (Enterprise Business) department. After Su Tan arrived, Microsoft established a separate automotive team for it, which was on par with the EC department, and the strategic height of the automotive business was improved.According to the news, the formation of the newly established automotive team has not been fully determined, but the AE post of the original automotive team has been greatly downsized. In the past year, two executives of IDG have joined the cloud manufacturer. In early October 2023, the general manager of Baidu ASD (Intelligent Vehicle Division), who was also Su Tan’s boss at Baidu, Chu Ruisong, took over the No. 1 position in AWS Greater China. Not long ago, Chu Ruisong made personnel adjustments to the AWS automotive industry line. The former head of the company, Ji Jun, left, and Chu Ruisong’s former Baidu subordinate, Zhao Yi, succeeded him.
??Extreme Krypton and Israeli autonomous driving company Mobileye will accelerate the localization of technology in China
Extreme Krypton Automobile and Israeli autonomous driving technology company Mobileye announced on August 1 that they plan to accelerate technology localization in China and integrate Mobileye SuperVision technology into next-generation Extreme Krypton models. Extreme Krypton plans to expand the installation range of the Mobileye SuperVision platform to more vehicles and further expand the highway and city coverage of its existing ZEEKR Pilot system.
??Former executives "cloned" to start a business? Guoxuan Hi-Tech responded: The news is not true
On August 1, according to a report by 21 Economic Network, recently, an article titled "Guoxuan Hi-TechThe former executives of the company are cloning another Guoxuan Hi-Tech! "The article attracted attention in the industry. According to public information, Hu Xiaoming, the legal representative and largest shareholder of Guoxuan Energy, Fang Jianhua, the second largest shareholder, and Wang Chenxu and Yang Xulai, the shareholders, were all executives or shareholders of Guoxuan Hi-Tech. In this regard, the reporter checked with Guoxuan Hi-Tech as an investor, and the relevant staff responded:" The news is not true, and there is no relationship between the company and Guoxuan Energy. "The person further said that the news has been fermented on the Internet, and the company has paid attention to it and will consider reporting false news. When asked whether the executives signed a non-compete agreement, the above-mentioned staff said they were unsure of the situation and needed further verification, but the staff did sign a non-compete agreement when they joined the job.
??international
??Tesla’s 10 million electric drive system released, a new milestone moment
On August 1, Tesla officially announced that the world’s 10 million electric drive system was rolled off the production line at Tesla’s Shanghai Super Factory, which is the first "10 million" milestone reached by Tesla. Tesla’s electric drive system is all self-developed and self-produced by Tesla from scratch. Integrating the motor, gearbox and motor controller, it is the powerful heart of Tesla electric vehicles, bringing the iconic "Tesla power" to each car. Data shows that Tesla can currently roll off an electric drive system every five seconds worldwide. Tesla official said in Weibo: "Tesla redefines the electric drive system, self-developed and self-produced from scratch, more than 10 million powerful" hearts ", making Tesla all performance cars. Thanks to the support and company of more than 6 million car owners, together we accelerate the world’s transition to sustainable energy. "
??Sales of South Korea’s top five automakers fell 2.2% year-on-year in July, falling for three consecutive months
According to the sales performance released by South Korea’s five major vehicle manufacturers on August 1, the total sales volume of Korean-made automobiles at home and abroad (including full parts assembly) decreased by 2.2% year-on-year in July, which was 658,297 vehicles.
Specifically, due to the high sales base in the same period last year, the domestic sales of the five major automakers experienced negative growth for six consecutive months, falling 4.1% in the month to 110,152 vehicles; overseas sales fell 1.8% year-on-year to 548,145 vehicles. This was mainly due to factors such as the temporary stagnation of electric vehicle market demand in Europe and Asia Pacific, which led to a decrease in export traffic. According to automakers, Hyundai Motor sold 332,003 vehicles, down 1.4% year-on-year; 261,334 vehicles were sold, up 0.2% year-on-year; General Motors of Korea sold 51,200 vehicles, down 14.8% year-on-year; KGM (formerly automobile) sold 8,313 vehicles, down 23.4% year-on-year; South Korea sold 5,447 vehicles, up 12.7% year-on-year.
??The two companies will deepen cooperation in the fields of software, batteries and "E-Axle"
On August 1, Honda, Nissan and Automotive signed a memorandum of understanding that will begin discussions on a strategic cooperation framework for intelligent and electrified vehicles. Honda and Nissan announced on August 1 that the two sides reached a joint research agreement on basic element technologies in the field of next-generation software-defined vehicle platforms, and signed a memorandum of understanding on deepening strategic partnership in the field of technologies such as batteries and electric vehicle drive units "E-Axle". Under the new agreement, Mitsubishi will join the discussions between the two companies.
??Auto sales in the second quarter 36.944 billion euros, down 0.7% year-on-year
On August 1, the BMW Group released its second quarter results report. The report shows that sales in the second quarter of 2024 36.94 billion euros, a decrease of 0.7% year-on-year, of which the second quarter automotive division revenue 32.07 billion euros, an increase of 1.4% year-on-year. The second quarter EBIT 3.88 billion euros, a decrease of 10.7% year-on-year. Deliveries in the second quarter were 618,743 vehicles, a decrease of 1.3% year-on-year. According to the report, the EBIT margin of the BMW automotive business was 8.4%, a decrease from 9.2% in the same period last year and lower than the market estimate of 8.75%. Specific to sales volume, in the first half of this year, the BMW Group delivered a total of 1213,276 BMW, and Rolls-Royce brand cars in the global market, which is roughly the same as in 2023. The BMW brand sold 109,423 vehicles in the first half of the year, an increase of 2.3% year-on-year. Of these, nearly 180,000 BMW brand models (179,500) were delivered worldwide, an increase of 34% year-on-year.
??Automotive second quarter revenue 83.34 billion euros, up 4.1%
Fast technology news on August 1st, Volkswagen announced today that the second quarter of 2024 revenue 83.34 billion euros (currently about 651.738 billion yuan), an increase of 4.1%, estimated 81.92 billion euros. Volkswagen’s second quarter operating profit 5.46 billion euros (currently about 42.698 billion yuan), a decrease of 2.4% year-on-year, estimated 5.17 billion euros; automotive sector operating cash flow 8.40 billion euros (currently about 65.69 billion yuan), an increase of 36%, estimated 7.41 billion euros. Volkswagen delivered 2.244 million vehicles globally in the second quarter of 2024, down 3.8% year-on-year; 4.348 million vehicles delivered in the first half of the year, down 0.6% year-on-year.
??Haobo SSR overseas version offline, delivered to South East Asia market in August
Fast Technology reported on August 1st that the overseas version of Haobo SSR has been officially rolled off the assembly line. The overseas version of Haobo SSR is expected to be delivered to the South East Asia market in August, and plans to further expand to the Middle East, South America and European markets to accelerate its high-end globalization process. The design of Haobo SSR adopts a wedge-shaped design, and the whole car has sharp lines, showing a strong fighting atmosphere. After wind tunnel testing, the vehicle has added a number of aerodynamic designs to make the aerodynamic performance reach the level of F1 racing cars. In terms of power system, Haobo SSR is equipped with a two-speed four-in-one high-performance motor, equipped with a 900V high-voltage silicon carbide chip and a full-stack self-developed Edrive 3.0 intelligent control system, achieving a maximum efficiency of 94.5% of the electric drive assembly. The three motors together provide a maximum power of over 900kW and a maximum torque of 12000N · m on wheels, enabling the vehicle to achieve zero-hundred acceleration in 1.9 seconds.
??Land Rover plans to spend an additional 3 billion pounds, aiming to electrify all models within ten years
Jaguar Land Rover, the British luxury SUV maker, announced plans to spend an additional 3 billion pounds ($3.80 billion) to support its strategic shift to the electric vehicle market. The automaker plans to increase its investment to 18 billion pounds over the next five years, with the goal of making all models fully electric by the end of this decade.
Richard Molyneux, Jaguar Land Rover’s chief financial officer, has revealed that the company will flexibly adjust its product development strategy according to the level of acceptance of pure electric vehicles in the global market and the speed of transition. This means that JLR may need to continue to develop internal combustion engines and models in some markets to meet the needs of different regions.
