月度归档： 2024 年 5 月

In the second half of 2020, BYD’s new generation of products was born, and it became an explosion when it went on the market. After completing the climbing of production capacity, it firmly occupied the first place in the sales of high-end new energy cars and fired the first shot of a new generation of models.

After the Han model, from March to April, 2021, BYD’s new generation products were unveiled. The high-end SUV Tang (EV, DM-I), the mid-range SUV Song PLUS (parameter picture) (EV, DM-I) and the mid-range car Qin PLUS(EV, DM-I) drew their swords and drew their swords to the sky, which is about to set off the mid-to high-end new energy vehicle market.

Byd Han new energy

BYD Han has been on the market for 9 months, and its cumulative sales volume is as high as 68,010 vehicles, with an average monthly sales volume of 7,556 vehicles, which is far ahead among the C-class high-end new energy cars in China. Competitors at the same level include Tesla MODEL S, Weilai ET7, Weilai EC6, BMW 535Le, Mercedes-Benz E300eL, Audi A6L Quattro, Volvo SC90 New Energy, etc., but the monthly sales of all competing models are far less than Adihan New Energy.

Byd Tang new energy

BYD Tang New Energy originally had two models, DM and EV. However, Tang EV has been discontinued for nearly a year because of the change. Only one Tang DM is on sale. At the end of last year, 2021 Tang EV was listed, but the blade batteries were given to Han EV to ensure its delivery. Recently, the new Tang EV has finally been officially listed in China, and a new Tang DM-I will be added this month, forming three product lines of Tang DM, EV and DM-I. It is expected that the sales of Tang New Energy will explode in the second half of the year.

At present, the high-end new energy SUVs mainly include Tang New Energy, MODEL X (imported), Weilai ES6, Li ONE, Audi Q7 New Energy, BMW X5 New Energy, etc. For the time being, Li ONE’s sales volume is leading. However, with the launch of new Tang EV and Tang DM-I by Tang New Energy this month, there is little suspense that the sales volume will surpass that of Li ONE.

Byd Qin PLUS new energy

During the month, BYD continuously launched Qin PLUS DM-I and Qin PLUS EV, and made great efforts in the field of mid-range cars through upgrading models. In just one month, the market order of Qin PLUS DM-I has broken 50,000 vehicles, and Qin PLUS EV will further push up the order volume of Qin PLUS new energy vehicles.

At present, the mid-range new energy cars mainly include Qin PLUS New Energy, Tesla MODEL 3, Tucki P7, GAC Aeon S, etc. The sales of Tesla MODEL 3 are far ahead, and other models are basically incomparable.

However, due to the limited production capacity, the monthly production capacity of Tesla MODEL 3 can only reach about 30,000 vehicles at most. With the continuous increase of new energy in Qin PLUS, the production and sales in the fourth quarter exceeded 30,000 vehicles, surpassing Tesla MODEL 3 and becoming a mid-range new energy car. The crown selling is basically a high probability event.

Byd songplus new energy

During the month, BYD continuously launched Song PLUS DM-I and Song PLUS EV, and made great efforts in the field of mid-range SUVs through upgrading models. At present, the order has broken 20,000 vehicles, and Song PLUS EV will further push up the order volume of Song PLUS new energy vehicles.

At present, the mid-range new energy SUVs mainly include Song PLUS New Energy, Tesla MODEL Y, BMW ix3, Roewe RX5 New Energy, GAC Aian LX, etc. Tesla MODEL Y is far ahead in sales, and other models are incomparable for the time being.

However, Tesla MODEL Y is also limited by production capacity, which is collinear with MODEL 3. The total monthly production capacity can only reach about 40,000 vehicles at most, Model sells 30,000 vehicles in March, and MODEL Y can only sell 10,000 vehicles per month. With the continuous increase of new energy in Song PLUS, it is basically a high probability event that production and sales in the fourth quarter will surpass Tesla MODEL 3 and become the sales champion of mid-range new energy cars.

Write at the end:

In recent years, with the catfish Tesla being put into the China market, the sales volume has been rising all the way, which has also stimulated China car companies. First, BYD pressed hard, then Wuling came from behind, and then Weilai, Ideality and Tucki tried their best to catch up.

Judging from the current market situation, in terms of mid-to-high-end models, Tesla has already left Weilai, Ideality and Tucki farther and farther in sales volume, and there are even signs that it will counter BYD for the first time this year. However, BYD has taken advantage of Hanxin Energy to triumph all the way. Recently, it has drawn its sword continuously and launched a large number of mid-to-high-end new energy vehicles, which will start a hand-to-hand battle with Tesla.

In terms of production capacity, Tesla’s production capacity this year is about 400,000 vehicles, and BYD’s sales target for new energy vehicles this year is also 400,000 vehicles. If the target can be achieved, it is basically equal to Tesla’s production capacity. Is BYD continuing to suppress Tesla, or is Tesla turning over for the first time? In the end, it is only possible to know who will die at the end of the year.

Tesla’s weakness is limited by production capacity, but the new model came on the market earlier and seized a certain opportunity. Although the release of BYD’s new models is a few months late, its capacity expansion speed is higher than Tesla’s. With the centralized listing of many new models in Qin, Tang and Song Dynasties, a strong war of resistance will be launched with the leading edge of technical route and the cost and cost performance advantages brought by the vertical integration of core technologies.

1. In 2023, the first adjustment of domestic oil prices will rise.

According to the domestic refined oil price adjustment rules, a new round of refined oil retail price limit adjustment window will open at 24: 00 on January 3, 2023. As of December 27th, on the 6th working day, with reference to the crude oil change rate of 4.87%, it is predicted that gasoline and diesel will be raised by 275 yuan/ton, and after conversion, it will be raised by 0.21-0.24 yuan/liter. At present, the 4 cents that fell only last week has increased by half. According to this calculation, it will cost about 10.5-12 yuan to fill a tank with a capacity of 50L.

The date of price adjustment (24: 00 on January 3) is getting closer and closer, and downward adjustment is impossible. Oil prices will usher in the "first price increase" in 2023, and riders can refuel in advance.

2. Will there be a price hike for mainstream car companies early next year?

In order to seize the last wave of policy dividends, a group of new energy vehicle companies launched an unprecedented limited-time insured promotion war when the "state subsidy" entered the countdown. According to incomplete statistics, since November, more than 20 car companies have successively introduced time-limited insurance policies: some car companies have adopted the method of "locking orders before the year, paying a deposit and enjoying state subsidies in 2022", while others have played a combination boxing scheme of "insurance within the year+price increase after the year". Among them, BYD, which has completed the annual sales target of 1.5 million vehicles ahead of schedule, took the lead in launching the "first shot" of price increase.

In the price increase statements of various car companies, "the subsidy policy for the purchase of new energy vehicles will be terminated on December 31, 2022, and the countries that have licensed vehicles will no longer give subsidies" and "the prices of major raw materials such as batteries continue to rise sharply" are two essential reasons. In recent years, the continuous high sales of new energy vehicles directly boosted the growth of lithium battery loading. However, the explosive growth of terminal demand has caused the price of lithium material, which is an important raw material for vehicle power batteries, to soar. From the low price of 41,000 yuan/ton in June 2020 to the high price of 537,500 yuan/ton on October 18, 2022, the price of battery-grade lithium carbonate rose by more than 12 times, up by more than 8 times compared with the beginning of last year.

According to the analysis of Cui Dongshu, secretary-general of the Association, the net profit rate of lithium mine business of leading enterprises is around 70% this year, and the profit rate of power battery enterprises is around 8%, but the profit rate of vehicle enterprises is only around 5%. Obviously, the rising prices of raw materials have directly squeezed the profits of car companies. Therefore, in the context of the withdrawal of "state subsidy", I am afraid that more new energy vehicle companies will join the price increase camp in 2023.

3. Weimar Automobile was applied for freezing property.

Weimar Automobile, once one of the "Four Little Dragons", a new force to build cars, is living in the dilemma of "lack of money". From the aggravation of losses to internal salary reduction, from the power lock-up storm to the decline in sales, coupled with the IPO being blocked and patent compensation … Weimar Automobile was particularly cold this winter, but unfortunately it did not stop there.

Recently, Anji Zhixing Logistics Co., Ltd. and Weimar New Energy Automobile Sales (Shanghai) Co., Ltd. and Weimar Automobile Technology Group Co., Ltd. made public the non-litigation preservation review ruling. According to the documents, the applicant Anji Zhixing Logistics Company requested the court to seal up and freeze the property of the respondent Weimar Company and Weimar Company worth 76.52 million yuan. The court held that Anji Zhixing Logistics Company’s application was in compliance with the law and was ruled to be executed.

However, it is noteworthy that Weimar Automotive Technology (Sichuan) Co., Ltd. has recently undergone a number of industrial and commercial changes, with its registered capital increased from 170 million yuan to 520 million yuan, its legal representative, executive director and manager changed from Freeman Shen to Wei Wei, and Mianyang Anzhou Investment Holding Group Co., Ltd. became the new shareholder of the company. I wonder if the blessing of the state-owned party will bring a new situation to Weimar Automobile?

4. Or introduce new models, and expose the product planning of GAC Toyota.

On December 21st, the fifth plant of GAC Toyota New Energy Vehicle was officially put into operation, with an annual production capacity of 200,000 vehicles. Then on December 26th, GAC Toyota officially reached the milestone of annual output of 1 million units. A few days ago, some domestic media exposed the production plan of the fifth factory. The 200,000 new cars in the new factory are all new energy products. In addition to the confirmed pure electric medium-sized SUV bZ4X, there will be brand-new SUVs and MPV models.

According to Toyota’s recent product planning, the SUV model may be the Grand Highlander which will be launched in February next year. The MPV model is still mysterious, because there is no pure electric MPV product in Toyota’s planning. In addition, the sixth plant of GAC Toyota may also be planned, and it is expected to start construction in 2023 and officially put into production in 2025.

5. Land Rover Defender Special Edition sold 898,000, and 130 pre-sold 1.198 million.

2023 is the 75th anniversary of the Land Rover brand. To celebrate this milestone, Land Rover launched the legendary version of the 75th anniversary of Defender, and the prices of the two models were 898,000 yuan and 958,000 yuan respectively. This car continues the design of the ordinary version and introduces the iconic Grassmill green to commemorate the Land Rover Series I launched in 1948.

At the same time, the Guardian 130 also started the pre-sale, offering two models with optional extended light kit and off-road kit, with a pre-sale price of 1.198 million yuan. The new car can be regarded as an extended version of the 110, with a length of 5100mm and a wheelbase of 3022mm, and an eight-seat layout of 2+3+3 is adopted in the car. The power is equipped with a power combination of 3.0T six-cylinder double supercharged engine and +48V light mixing.

6. Starway Eta Ursae Majoris made its debut and started blind booking.

Star Road Eta Ursae Majoris officially appeared and opened a blind subscription, with a price range of 170,000-220,000 yuan. The new car is based on Starway M3X Mars Architecture 2.0, with a length of 4781mm and a wheelbase of 2815mm, and is positioned as a medium-sized SUV. In terms of appearance, the grid with borderless style, the through LED strip and the dot-matrix light groups in the fog lights on both sides increase the recognition of the whole vehicle. From the side of the car body, a sporty coupe SUV shape is adopted. A large number of horizontal lines are used at the rear of the car, and the penetrating taillights further stretch the visual width of the tail.

The interior design is simple and fashionable, equipped with a 24.6-inch curved dual screen, built-in Qualcomm 8155 intelligent cockpit chip and Horizon J3 driver-assisted chip, which supports functions such as WHUD, ARHUD and 50W mobile phone charging. The power is equipped with a 2.0T engine and matched with a 7-speed dual-clutch gearbox.

7. Weilai will sell more than Lexus next year.

Li Bin, the founder and chairman of Weilai, said in an exclusive interview with the media in Weilai, 2022 that 2023 will be the year when the sales of the second-generation platform will be released, and three new cars will be released next year. It is expected that the overall sales potential of the second-generation platform will be seen in the fourth quarter of next year. The internal sales target for next year is to exceed the sales of Lexus fuel vehicles. Qin Lihong, president of Weilai, said that there was "little pressure" to achieve this goal.

The data shows that from January to November this year, Weilai Automobile delivered a total of 106,700 new cars. Lexus’s performance has declined this year, with a cumulative sales volume of 168,600 vehicles from January to November. There is a gap of more than 60,000 vehicles between them. Judging from the sales volume of 227,000 vehicles of Lexus in China in 2021, the sales volume of Weilai Automobile will reach 19,000 vehicles at least every month. Weilai has obvious advantages among competitors at the same level, and has attracted a large number of loyal fans. As for whether Li Bin’s statement that "the sales volume will definitely exceed the sales volume of Lexus fuel vehicles next year" can be achieved, we may wish to wait and see.

8. Two-door and four-seat layout, Geely Panda mini will be unveiled soon.

We learned from the official that Geely Panda mini will be unveiled at the Guangzhou Auto Show, which will open on December 30th. As a brand-new micro electric vehicle, the new car is small and cute, and it is more cute with a round headlight group. In terms of size, the length of the car is 3065mm, the wheelbase is 2015mm, and the layout of two doors and four seats is adopted. According to the application information, the car will be equipped with a 30kW motor and a lithium iron phosphate battery provided by Guoxuan Hi-Tech, with a pure electric cruising range of about 200 kilometers.

The market segment of mini pure trams has become another strategic goal of various car companies. As for whether Geely Panda Mini can be recognized by the market, it depends on whether it can match the price range accepted by consumers.

　　Yin Tongyue emphasized that "Jietu’s development path is the concentrated embodiment of Chery’s strategy, and it is the undertaker, innovator and breakthrough. It represents the determination and practice of the Group to open up user thinking and Internet thinking, and contributes irreplaceable’ ecological power’ to the development of the Group." Li Xueyong said, "Jietu has firmly implemented the’ Travel+’strategy, and has not changed its original intention along the way, constantly expanding the’ Travel+’ecosystem and enriching the’ Travel+’products, which has brought more surprises and joy to users during their travels, broadened the boundaries and horizons of Jietu and provided more development possibilities."

　　As a brand-new product in the era of "Travel+"2.0, "Traveler" embodies Jietu Automobile’s profound understanding and insight into user groups, fully considers the travel needs of users in multiple scenarios, focuses on free and comfortable travel experience, redefines unruly and free travel life with the core of science and technology, and tries to open up a new blue ocean in the global automobile market.

　　"Jietu’s development path is the concentrated embodiment of Chery’s strategy, and it is the undertaker, innovator and breakthrough. It represents the determination and practice of the Group to open up user thinking and Internet thinking, and contributes irreplaceable’ ecological power’ to the development of the Group." At the Second Travel+Conference of Jietu Automobile held yesterday (March 1st), Yin Tongyue, Chairman of Chery Holding Group, stressed that "as one of the’ double mainstream’ brands of Chery Group, Jietu Automobile should continue to strengthen users’ thinking, and continue to innovate in key areas such as products, marketing, ecology and services to create an upward pyramid."

Photo courtesy of Yin Tongyue, Chairman of Chery Holding Group　　

　　At the press conference, Jietu Traveler made its debut. As a brand-new product in the era of "Travel+"2.0, Jetway Traveler was designed by former Porsche design director Hakan Saracoglu, focusing on free and comfortable travel experience, redefining unruly and free travel life with the core of science and technology, fully considering the travel needs of users in multiple scenarios, and boldly trying and exploring to open up a new blue ocean in the global automobile market.

Photo courtesy of Jietu "Traveler" Enterprise

　　Jietu brand has been firmly on the road of "travel+"since its release, which is also the foundation for its future travel. Li Xueyong, general manager of Jietu Automobile, said, "Jietu firmly implements the strategy of" Travel+",and has not changed its original intention along the way, constantly expanding the" Travel+"ecosystem and enriching the" Travel+"products, bringing more surprises and joys to users during their travel, broadening the boundaries and horizons of Jietu and providing more development possibilities."

　　

Photo courtesy of Li Xueyong, general manager of Jietu Automobile.　　

　　By integrating well-known domestic tourism resources and providing value-added rights for users’ travel, Jetway Automobile fully focuses on users’ travel needs. It is understood that Jietu Automobile has joined forces with 80+ ecological partners to create 100+ rights and interests, covering more than 100 cities across the country.

　　At the event site, Jietu Auto and Eco-Alliance partners brought users exclusive value-added rights and interests belonging to Jietu users, including the Jietu rights and interests plan. A total of 9,217 hotels in the national 30+ hotel brand matrix have a minimum of 20% discount, and more than 10 value-added rights and interests; Jietu travel plan, 50% off the national 5A scenic spots, so that users can love to travel, go to travel, start a new journey and enjoy travel. Relevant rights and interests will be officially launched during the spring equinox on March 21, when users can receive corresponding benefits in Jetway APP.

　　Focusing on users and experiences, we actively expand a new chapter in the "Travel+"strategy, and Jietu Automobile adheres to the positioning of the "Travel+"travel eco-leading brand to achieve leap-forward development. Even in the face of the impact of uncertain factors such as the epidemic, the sales volume of Jetway has continued to grow. The data shows that during the period from 2019 to 2022, the sales volume of Jietu Automobile was 138,000, 127,000, 154,000 and 180,000 respectively.

　　

Photo courtesy of Zhang Chunwei, General Manager of Jietu Automobile Marketing Company　　

　　Zhang Chunwei, general manager of Jietu Automobile Marketing Company, said confidently, "In the past five years, Jietu Automobile has gained the choice and trust of 660,000 car owners and 23.81 million fans. Because of the support of users, Jietu Automobile has created a record of the growth rate of its own SUV and has the speed of Jietu that makes all Jietu people proud. In 2022, the total sales volume of Jietu ranked first in the 7-seat SUV with independent fuel. "

　　Focusing on the "traveler" who made his debut this time, the new car embodies Jetway’s deep understanding and insight into the user community. In appearance, "Voyager" combines the design language of "vertical and horizontal way" with the concept of "travel+",and the posture of the whole vehicle is vigorous, with sharp lines and full profile coexisting. The central control panel in the interior is angular, simple and powerful. The combination of 15.6-inch central control panel and 10.25-inch instrument panel, and the leapfrog configuration such as suede seat and crystal bumper further enhance the luxury of the whole vehicle.

　　

Photo courtesy of Jietu "Traveler" internal enterprise　　

　　In terms of intelligent driving, healthy cockpit and ecological services, Jetway "Voyager" is equipped with XWD intelligent four-wheel drive+double lock, 8155 intelligent cockpit and 2.0TGDI Kunpeng Power, creating a 5-year healthy cockpit environment, and launching 20+ "Travel+"ecological products to realize travel camping, travel leisure and entertainment. (China Economic Net reporter Wang Yueyue)

　　

In 2024 (18th) beijing international automotive exhibition, Sailis Auto made a stunning appearance with all its AITO products and the latest technological achievements. On the day of the exhibition, Celestial Auto also held a technical innovation strategy sharing meeting, and publicly introduced innovative contents such as Celestial Rubik’s Cube Platform and AITO Intellectual Driving Index.

Zhang Xinghai, Chairman of Celestial Group, said at the meeting that the company will continue to deepen its cross-border cooperation with Huawei, devote itself to providing users with excellent life cycle experience and explore new paths for China’s automobile industry.

At this year’s auto show, the Cyrus booth displayed products, technologies and services in an all-round way, including Cyrus Rubik’s Cube platform, a new generation of extended range assembly, and a highly integrated electric drive seven-in-one assembly. It is particularly worth mentioning that the integrated die-casting body technology of AITO M9 also appeared in this exhibition, showing the strength of Cyrus in intelligent manufacturing.

In addition, AITO’s M9 light and shadow space has become the highlight of the exhibition, and its intelligent lighting system can realize a variety of interactive and entertainment functions, attracting a large number of audience’s attention. At the same time, Cyrus also demonstrated its charging service, boutique accessories, etc., which fully presented the quality of CARE care service.

At the sharing meeting, He Liyang, president of Sailis Automobile, released the AITO intelligent driving index. The data shows that the cumulative mileage of intelligent driving models in AITO has exceeded 135 million kilometers, and the daily users of intelligent parking account for 68%, highlighting the popularity of intelligent driving among users.

At the same time, Cyrus Auto also introduced in detail the self-developed Cyrus Rubik’s Cube platform, which is characterized by safety, power, space and wisdom and is committed to providing users with a high-quality driving experience.

Celestial automobile has always insisted on technological innovation, and it has made remarkable achievements in three-power technology and extended range technology. The newly completed super factory has realized 100% automation of key processes. Looking forward to the future, Sailis will continue to focus on technological innovation, promote high-quality development, and strive to become a leading technology-based enterprise. (Li Ji)