Last week, what major events happened in the domestic and foreign new energy vehicle markets?

September sales of new energy passenger vehicles were 355,000, Tesla broke 50,000 for the first time

On October 12, the latest data released by the China Passenger Car Association showed that the retail volume of China’s passenger car market in September was 1.582 million, a year-on-year decrease of 17.3%. In contrast to the overall downturn in the auto market, new energy passenger vehicles still maintained a strong trend in September.

In September of this year, the domestic wholesale volume of new energy passenger vehicles was 355,000, an increase of 14.7% month-on-month and an increase of 184.4% year-on-year; the retail volume was 334,000, an increase of 33.2% month-on-month and an increase of 202.1% year-on-year. From the perspective of the entire third quarter, whether retail or wholesale, new energy passenger vehicles have achieved a substantial monthly growth rate compared to the same period last year. From January to September, the wholesale of new energy passenger vehicles has exceeded 2 million, reaching 2.023 million, a year-on-year increase of 218.9%.

In terms of manufacturers, the companies whose wholesale sales exceeded 10,000 vehicles in September include BYD (70432 vehicles), Tesla China (56006 vehicles), SAIC-GM-Wuling (38850 vehicles), SAIC Passenger Vehicles (21552 vehicles), GAC Aian (13572 vehicles), Great Wall Motors (12770 vehicles), Weilai Automobiles (10628 vehicles), Xiaopeng Automobiles (10412 vehicles).

Comment: As the sales of new energy vehicles continue to increase, the penetration rate of the new energy vehicle market in September has also increased significantly. Data show that in September, the wholesale penetration rate of new energy manufacturers reached 20.4%, and the retail penetration rate reached 21.1%. From this perspective, China’s goal of 20% of total sales of new energy vehicles in 2025 will accelerate.

Xiaomi Motors appoints Li Xiaoshuang as vice president, responsible for product, supply chain and marketing

On October 15, Xiaomi Group announced organizational adjustments and appointment of cadres, and appointed Li Xiaoshuang as vice president of Xiaomi Automobile. The latter will be responsible for product, supply chain and market-related work, and will report to Lei Jun.

Public information shows that Li Xiaoshuang graduated from Beijing University of Science and Technology with a bachelor’s degree and graduated with a master’s degree from Beijing Institute of Technology. Li Xiaoshuang participated in the design of the Xiaomi box product in 2012 and served as the product director of Xiaomi TV in 2015. In February 2020, Xiaomi Group announced a new structural adjustment and appointed Li Xiaoshuang as the general manager of the major appliances department.

In fact, as early as May this year, a source revealed that Li Xiaoshuang will be transferred to take charge of Xiaomi’s auto business, and several senior executives will be transferred to Xiaomi’s auto business line. At that time, in response to this statement, Li Xiaoshuang responded that it was false news, and personnel changes should be subject to the announcement.

Comment: From the beginning of March to September this year, Xiaomi Automobile has built a team of nearly 300 people. The industry is looking forward to how Li Xiaoshuang, who has been transferred internally, will advance the process of Xiaomi’s car building.

NIO’s Hefei plant has completed phased production line transformation, with an overall upgrade to an annual production capacity of 240,000 units

On October 15th, it was learned from NIO that the production line of JAC NIO’s advanced manufacturing base in Hefei has completed the phased upgrade, making further preparations for the introduction of new models and the increase in production capacity.

This phased upgrade will begin on September 28 and will be completed on October 15. “This transformation makes full use of the National Day holiday for the production line shutdown transformation, to minimize the impact on production, and will not affect the overall production plan of Q4.” said Ma Lin, director of NIO’s communication.

It is understood that the phased upgrade of JAC NIO’s advanced manufacturing base in Hefei has completed key transformations in the body, painting, and assembly workshops. Among them, 101 robots were added to the body shop, and 408 robots were adjusted in software programs and tempo. At the same time, a high-strength steel-aluminum hybrid process body production line was installed; two production lines were newly built in the final assembly shop, and online tooling equipment was upgraded. In addition, the new paint shop under construction is also progressing as planned.

According to the plan, the overall upgrade of the production line will be completed in the first half of 2022 to meet the growing market demand. According to official disclosures, the annual production capacity of JAC NIO’s advanced manufacturing base in Hefei is 120,000 units per year. After the overall upgrade is completed, the annual production capacity will reach 240,000 vehicles and parts. The annual production capacity can be increased to 30 by overtime or increased shifts. Million units.

Comments: The delivery volume and order volume continue to grow, the Norwegian market starts delivery, and the ET7 delivery enters the countdown… The upgrade of the production line of the Weilai Hefei factory is already on the line.

Rumor has it that Leap Motor is considering an IPO in Hong Kong, raising at least US$1 billion

Gasgoo.com According to foreign media reports, people familiar with the matter revealed that Chinese electric car manufacturer Lingpao is considering an initial public offering (IPO) in Hong Kong to raise at least US$1 billion.

People familiar with the matter said that the electric car startup has had preliminary discussions with consultants on IPO matters and may go public as early as next year. Supporters of LS Motor include Zhejiang Dahua Technology Co., Ltd. and Red Shirt Capital China Fund.

People familiar with the matter also revealed that details such as the amount and timing of the fund-raising are still at the preliminary stage and may change. A spokesperson for Leaper declined to comment on a possible IPO, and Dahua did not immediately respond to a request for comment.

Comment: Following the iron rule that rumors are not groundless, the high probability of Zero Run to Hong Kong for IPO has been put on the agenda, because the slogan of achieving annual sales of 800,000 vehicles in 2025 has been shouted, Zero Run will undoubtedly need to continue to invest a lot of money to advance .

CATL signs a battery supply agreement with a US car company, or builds a factory in the US

Gasgoo News According to foreign media reports, on October 14, American commercial electric vehicle manufacturer Electric Last Mile Solutions (ELMS) stated that the company has signed a battery supply agreement with CATL, and CATL will supply batteries for it by 2025. .

The financial terms of the transaction were not disclosed. In September, ELMS began production of Class 1 small commercial electric vehicles at its plant in Mishawaka, Indiana, using batteries supplied by CATL.

According to the agreement, CATL will provide ELMS with lithium iron phosphate batteries (LFP) with simpler packaging technology. Compared with cobalt or nickel-based cathodes in other batteries, LFP materials are cheaper and safer.

An ELMS spokesperson stated that CATL will build a battery factory in the United States to supply ELMS cells, and then ship them to the ELMS Indiana factory to assemble into battery packs.

Comment: Supplying US auto companies will further consolidate the leading position of CATL in the world. In the first eight months of this year, its global market share has risen from 27.1% in the first seven months to 30.3%. LG New Energy not only holds the top spot but also leads the second place by nearly 6 percentage points.

Huawei Smart Highway Corps: Let smart cars meet smart roads

According to people familiar with the matter, Huawei recently issued an internal document to formally establish the Customs and Port Corps, the Smart Highway Corps, the Data Center Energy Corps, and the Smart Photovoltaic Corps. Huawei’s “legion” organization was personally formulated and supervised by Huawei founder Ren Zhengfei. It is worth noting that this is after the establishment of the Coal Mine Corps in April this year, Huawei has made breakthroughs in key businesses on a larger scale using the “legion” model.

It is understood that the level of the Smart Highway Corps is the same level as the BU of Huawei’s automotive business. Then, in the field of travel, Huawei may use the Smart Highway Corps and Auto BU to jointly create smart travel services—the former focuses on building intelligent roads, and the latter focuses on bicycle intelligence.

Comment: The smart road of smart car linkage will not only provide safer, more efficient and more humane services for human travel, but more importantly, it will play a certain role in promoting the construction of a smart world with all things connected in the future, which is worthy of the industry Continued attention and research.Baidu Apollo Officially Announces Phased Results of Unmanned Mining Cards

On October 12, Baidu Apollo and Huaneng Yimin Coal and Electricity Company jointly announced the results of phased cooperation in the field of unmanned mining cards. This marks that in addition to retail, manned, cleaning, and patrol tracks, Baidu Apollo has added another commercial operation scenario based on the eight-year research and development results of autonomous driving technology.

It is understood that Baidu Apollo and Huaneng Yimin Coal and Electricity Company will jointly build unmanned mining trucks and autonomous driving intelligent dispatching platforms as early as 2020. At present, the two companies have completed the daytime and night operation tests of the Yimin Open-pit Mine, and realized the functions of truck and shovel alignment, autonomous navigation, autonomous unloading, and active obstacle avoidance. It can carry out unmanned driving at multiple junctions and complex road conditions. Complete precise unloading of designated areas such as dumping grounds.

Comment: In addition to Baidu Apollo, the current autonomous driving technology providers represented by Xidi Smart Drive, Tage Smart Drive, Huituo Smart, and Easy Control Smart Drive are also actively deploying autonomous driving in mining areas. However, despite the broad prospects of the unmanned mining card market, there is still a long way to go to achieve large-scale implementation.

Cambrian will push 250TOPS computing power car smart chip next year

A few days ago, Wang Ping, CEO of Cambrian Traveling Ge (Nanjing) Technology Co., Ltd., announced at the 2021 Global New Energy and Smart Car Supply Chain Innovation Conference that it will launch the first SoC based on 7nm advanced process and 250TOPS computing power in 2022. Smart chip products will pass various vehicle regulatory certifications in the second half of 2023 to achieve vehicle SOP.

Facing the future, Wang Ping said that the Cambrian will continue to promote the collaboration of cloud-side vehicles. On the car side, it will launch a large computing power, open and universal intelligent driving chip, which can not only support the large computing power requirements of complex models of high-level intelligent driving in the future, but also support the continuous iteration of algorithm models.

Comment: At present, the global automotive industry is facing a “core shortage” dilemma, and building a complete car-level ecological chain has become an urgent task for domestic chip companies. Incubation of more chip suppliers to ensure the supply of chips for smart cars in the future has become a layout idea and investment opportunity for related companies and institutions. As a result, related companies such as Cambrian, Horizon and Xinchi have attracted much attention.

Source: Shanghai Kinmachi New Material Technology from the Internet

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