Auto Market Scan-Issue 6, 2018 (February 1-February 9)
The main information comes from the daily news of the National Federation of Riders.
Website of National Passenger Car Market Information Association: http://www.cpca1.org/index.asp
One,Overview of this week’s auto market:
1.2In the first week of June, the auto market retail was super strong.
18year2The first week of June is the hottest period of high sales before the Spring Festival, and the rush to buy cars in China is generally very strong. Although there is a serious stock market crash this year, the rush to buy cars for consumers to pursue a better life during the Spring Festival is still very strong.2In the first week of June, the retail sales of the automobile market reached6.3Ten thousand units, compared with the same period of performance is very good, therefore.2Under the complicated factors of the month, the Spring Festival is still very popular. Especially in the last few days, the auto market retail is still very good, and the Spring Festival is hot.
2.2The wholesale trend of manufacturers in June was steady.
although17The macroeconomic trend at home and abroad was very good in, but17At the end of the year, the property market in the midwest is still hot, plus18With the trend pressure of the stock market in 2008, the enthusiasm for car purchase in the main pre-holiday car purchase areas in the central and western regions is not very strong recently.2At the beginning of the month, the sales volume of manufacturers was not very high, and some enterprises had a holiday early, so the wholesale data of manufacturers have not been counted yet, and it is estimated that the sales volume of manufacturers is low.
3.2018The new energy subsidy policy in 2000 is a major industry benefit.
Today, the Ministry of Finance and other four departments released<Notice on adjusting and perfecting the financial subsidy policy for the promotion and application of new energy vehicles>Caijian [2018〕18number,The policy aims to promote the new energy vehicle industry to improve quality and efficiency, enhance core competitiveness, achieve high-quality development, and do a good job in the promotion and application of new energy vehicles, which has an important role in promoting the development of new energy vehicles in China. From the perspective of policy analysis, the policy adjustment has been fully brewed and analyzed by Duolun, although the policy adjustment is very strong, which brings to the development of the industry. Compared with the previous online version, the release of the final policy is very good.
The policy strongly supports fuel cell vehicles, encourages the development of high-end passenger cars, and further improves the energy density threshold requirements of pure electric passenger cars. According to the cost changes, etc,Adjust and optimize the subsidy standards for new energy passenger cars, and reasonably reduce the subsidy standards for new energy passenger cars and new energy special vehicles. The subsidy for fuel cell vehicles remains unchanged. Fuel cell passenger cars are subsidized according to the rated power of the fuel cell system, and fuel cell buses and special vehicles are subsidized by quota. from2018Since 2000, the subsidy funds for local purchase of new energy vehicles have been gradually transferred to support the construction and operation of charging infrastructure, the use and operation of new energy vehicles and other links. . From the perspective of policy analysis, the policy adjustment has been fully brewed and analyzed by Duolun, although the policy adjustment is very strong, which brings to the development of the industry. Compared with the previous online version, the release of the final policy is very good.
4.The phased implementation of subsidies for new energy vehicles has promoted the continuous popularity for 18 years.
18In 2008, the subsidy for new energy vehicles was implemented by the policy of subsection subsidy, which realized the effective continuity of supply and demand of products sold in the market.2018year2arrivesixMonth implementation2017Subsidy policy in 2000, in this case.17The products in the model catalogue of 2000 can be found in18Effective supply of resources in 2008.
With the introduction of this new subsidy policy, the design and launch of new products will be gradually put in place in the first half of the year. The implementation of the new subsidy policy in the second half of the year will greatly promote the product upgrading of new energy vehicles and the core competitiveness of enterprises.
Considering the particularity of the Beijing market, the policy of segmented subsidies can also effectively satisfy the consumption in the Beijing market, because Beijing is2At the end of the month, it will be distributed.18A new round of your wheel license plate in 2008, and then use it.17It should be said that the subsidy standard of 2008 can ensure the full supply of new energy vehicles in Beijing market, and at the same time, it can also ensure that Beijing consumers can get more reasonable subsidies.
5.18In January, 2000, the output of new energy vehicles increased by 8 times, and the loading of lithium batteries increased by 11 times.
According to calculations,18The number of new energy vehicle production certificates has made a good start in,oneMonthly output of new energy vehiclesfourTen thousand units, a year-on-year increase.eightTimes, battery consumption128Ten thousand degrees, a year-on-year increase.11Times.17The output of new energy vehicles in 2000 continued to increase compared with last month.twelveMonthly arrival21.22Ten thousand units.18yearoneThe month-on-month decline is not big, which is also very good. fromoneAccording to the automobile trend in June, the battery demand and the number of vehicles are gradually increasing.oneThe monthly production and sales volume is very low,18The pulling effect of new energy vehicles is better in 2008.
With the announcement of the subsidy policy for new energy vehicles, the products of new energy vehicles have been promoted and continued to be popular. However, due to the improvement of standards, the overall growth rate will not be particularly high.
6.2017Imported cars and new energy vehicles were weaker than domestic cars in.
In the past 17 years, the import volume of new energy vehicles was 63,000 units, among which the import of ordinary hybrid vehicles reached 43,600 units, which is still the main force of new energy vehicles, and the growth rate is 59%. Imported pure electric vehicles performed well, with a sales volume of 19,000 units, a year-on-year increase of 49%. However, the performance of imported plug-in hybrid vehicles is weak, showing negative growth. The market demand for imported new energy vehicles is average, so the performance of manufacturers is relatively flat. However, the growth of hybrid power is strong. Toyota imported 24,500 hybrid vehicles in 16 years, increasing by 44% in 17 years, indicating that there is a certain demand in the market.
Pure electric BMW performed very well. In 17 years, the import of BMW I series was relatively strong, reaching the scale of more than 2,000 units, which was very good. The import of new energy vehicles from Land Rover in Britain increased a lot at the end of 17 years, which is estimated to balance the pressure of fuel consumption. Hyundai’s hybrid models in Korea have also been recognized.
There is not much policy support for imported hybrid power, which shows that hybrid power has a certain market base in China.
Second,New cars will be launched this week.
1.Byd song EV 400
Time to market: February 8, 2018 Pre-sale price: 200,000 yuan.
Engine: electric motor
Analysis:.
2.Pajero 3.0L Automatic Comfort Edition
Time to market: February 5, 2018 Sales price: 379,800.
Engine: 3.0L transmission: 5-speed automatic manual transmission.
Analysis:.
3.Geely Jingang Automatic Village Taobao Edition
On February 2nd, the Taobao version of Geely King Kong Auto Village was launched, and the price of the new car was 60,900 yuan.
In terms of appearance, the new car is basically the same as the current model.
In terms of configuration, the new car provides options such as multi-function steering wheel, electric sunroof and rear reversing image.
In terms of power, the new car is equipped with a 1.5L engine and matched with a 4TIP gearbox.
Analysis:.
4.Hanteng X7S
On February 2nd, the new model of Hanteng X7S was launched, and two new models were introduced, with the price range of 89,800-99,800 yuan.
In terms of appearance, the new car is basically the same as the current model.
In terms of configuration, the new car comes standard with one-button start, leather multi-function steering wheel, leather seat, 9-inch central control LCD screen, reversing image, etc. Some models are equipped with keyless entry, front seat heating and EPB electronic parking.
In terms of power, the new car is equipped with a 1.5T engine and matched with a 5MT gearbox.
Analysis:.
5.Siwei X7 five-seat edition
Time to market: February 8, 2018 Sales price: 8.59-106,900 yuan.
Engine: 1.8L, 1.5T transmission: manual.
Body size: 4710/1855/1770mm
Analysis:.
III. Macroeconomics and Policies
1.In 2017, the total social logistics increased by 6.7%.
In 2017, the total social logistics in China was 252.8 trillion yuan, up 6.7% year-on-year at comparable prices, and the growth rate was 0.6 percentage points higher than the same period of last year.
Analysis:
2.Anhui: More than 28,000 new energy vehicles will be produced and promoted in 2018.
This year, Anhui Province will produce and promote more than 28,000 new energy vehicles (standard vehicles), and will accelerate the construction of Jianghuai Volkswagen New Energy Vehicle Project, and fully support Hefei to strive for a "Made in China 2025" national demonstration zone.
Analysis:
3.Beijing: 210,000 people apply for new energy vehicle number plates, and the first phase of the annual indicators will be exhausted.
As of 24:00 on February 8, 2018, a total of 2,828,583 applications and confirmations for extension of passenger car configuration indicators have been received; There are 38,962 enterprises and institutions applying for 61,394 allocation indexes of ordinary passenger cars; A total of 210,235 applications for and confirmation of extension of individual new energy minibus configuration indicators have been received; There are 5,957 enterprises, institutions and other units applying for 8,714 allocation indicators of new energy passenger cars.
Analysis:
4.Beijing: Technical requirements for the first closed test site for self-driving vehicles in China are issued.
The Beijing Economic and Information Commission and other three ministries and commissions jointly issued the Contents and Methods of Road Test Capability Assessment for Self-driving Vehicles in Beijing (Trial) and the Technical Requirements for Closed Test Sites for Self-driving Vehicles in Beijing (Trial).
The Contents and Methods of Road Test Capability Evaluation of Self-driving Vehicles in Beijing (Trial) is applicable to the evaluation of the self-driving capability of self-driving vehicles applying for road test, and the evaluation results can be used as the basis for whether self-driving vehicles can carry out road test. The Technical Requirements for the Closed Test Site for Self-driving Vehicles in Beijing (Trial) stipulates the technical requirements for the test and training site, capability evaluation site, supporting office and service facilities included in the closed test site for self-driving vehicles.
Analysis:
5.Ministry of Industry and Information Technology: Announcement on Strengthening the Catalogue Management of New Energy Vehicles Exempted from Vehicle Purchase Tax (Draft for Comment)
It is clearly pointed out that it is necessary to strengthen the dynamic management of the Catalogue. All models listed in the Catalogue of New Energy Vehicles Exempted from Purchase Tax on or after January 1, 2017 will be revoked from the Catalogue if there is no production within 12 months after entering the Catalogue, and after five working days of publicity, there will be no objection.
Analysis:
6.Ministry of Industry and Information Technology: Catalogue of Recommended Vehicles for Promotion and Application of New Energy Vehicles (1st batch in 2018).
The Ministry of Industry and Information Technology issued the Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles (the first batch in 2018), including 118 models of 59 enterprises, including 106 models of pure electric products of 53 enterprises, 9 models of plug-in hybrid products of 7 enterprises and 3 models of fuel cell products of 3 enterprises. Since 2017, the Ministry of Industry and Information Technology has issued a total of 13 batches of recommended models, including 3,351 models of 227 enterprises.
Analysis:
7.Guangdong: The policy of land compensation for new energy vehicles is introduced, and the charging service platform can receive huge subsidies.
The Guangdong Provincial Development and Reform Commission officially issued the Notice on Doing a Good Job in the Promotion and Application of Local Financial Subsidies for New Energy Vehicles in Guangdong Province. The scope of subsidies covers new energy vehicles and infrastructure for charging, replacing and hydrogenation. Among them, the local car purchase subsidy for pure electric and plug-in hybrid vehicles does not exceed 50% of the central financial bicycle subsidy. Subsidies for charging and replacing electric infrastructure shall be made according to the rated output power.
Analysis:
8.National energy administration: approved the establishment of high temperature fuel cell standardization technical Committee
The National Energy Administration gave a reply to the Letter on Reporting the Establishment Scheme of the Technical Committee for Standardization of High-temperature Fuel Cells in the Energy Industry (CLP [2017] No.215) reported by China Electrical Appliance Industry Association, and agreed to establish the Technical Committee for Standardization of High-temperature Fuel Cells in the Energy Industry (hereinafter referred to as the "Standardization Committee"), numbered NEA/TC34. At the same time, it also made an analysis of the composition of the members of the Standardization Committee, the areas of responsibility and the daily management, standard establishment and approval of the Standardization Committee.
Analysis:
9.Henan: It will continue to expand and open up in new energy vehicles and other fields.
The Henan Provincial Government issued the "Implementation Opinions on Promoting the Growth of Foreign Investment", and continued to expand the opening up of special-purpose vehicles and new energy vehicles, regional and general-purpose aircraft maintenance, railway passenger transportation, gas stations, bank securities insurance, modern logistics and other fields, and studied and formulated supporting measures.
Analysis:
10.Ministry of Communications: It is studying and drafting the technical specification for unmanned road test.
Li Xiaopeng, Minister of Transportation, said that driverless technology will bring broad prospects to the development of transportation. The Ministry of Transportation attaches great importance to it and actively promotes scientific and technological research. At present, it is preparing plans and studying and drafting technical specifications.
Analysis:
11.Ministry of Commerce: The import and export of services increased by 6.8% in 2017.
The latest news released by the Ministry of Commerce shows that the total import and export of services in 2017 was 4,699.11 billion yuan, a year-on-year increase of 6.8%; Among them, exports were 1,540.68 billion yuan and imports were 3,158.43 billion yuan; The service deficit was 1,617.74 billion yuan, basically the same as the previous year.
Analysis:
12.Ministry of Commerce: Eight pilot projects to expand parallel imports of automobiles
In addition to the original nine pilot areas, the parallel import pilot of automobiles will be carried out at Manzhouli Port in Inner Mongolia, Zhangjiagang Bonded Port in Jiangsu, Zhengzhou Railway Port in Henan, Chenglingji Port in Yueyang, Hunan, Qinzhou Bonded Port in Guangxi, Haikou Port in Hainan, Chongqing Railway Port and Qianwan Bonded Port in Qingdao.
Analysis:
13.Shanghai: The first hydrogen energy and fuel cell industrial park was unveiled in Anting to boost the development of hydrogen energy industry.
Shanghai’s first "Hydrogen Energy and Fuel Cell Industrial Park" was unveiled in the "Huantongji Chuangzhi City" located in Anting, Jiading. As an important part of Jiading’s efforts to build a world-class automobile industry center, the industrial park will focus on the development of hydrogen energy industry, and will introduce clusters such as fuel cell vehicle power system integration, key parts enterprises and hydrogen energy industry supporting enterprises to form a complete industrial chain. The output value of the park will strive to exceed 10 billion yuan by 2025.
Analysis:
14.Shanghai: The promotion of new energy vehicles has reached a maximum of 165,500 vehicles nationwide.
In 2017, Shanghai’s new energy automobile industry developed rapidly, with a total of 61,354 new energy vehicles promoted, up more than 35% year-on-year, achieving an output value of 23.238 billion yuan, a comparable increase of 42.6%.
Analysis:
15.Statistics Bureau: China’s CPI rose by 1.5% year-on-year in January.
In January, CPI in China increased by 1.5% year-on-year and 0.6% quarter-on-quarter. China’s PPI in January increased by 4.3% year-on-year and 0.3% quarter-on-quarter.
Analysis:
16.Foreign exchange bureau: China’s foreign exchange reserves in January were US$ 3,161.5 billion.
China’s foreign exchange reserves in January reached US$ 3,161.46 billion, an increase of US$ 21.5 billion from the previous month, rising for the 12th consecutive month.
Analysis:
17.Changchun: The management measures for the construction of charging facilities were introduced, and 100% of new residential parking spaces should be built with charging piles.
In order to speed up the popularization and application of new energy vehicles in Changchun, the Changchun Municipal Bureau of Industry and Information Technology recently formulated the Interim Measures for the Construction, Operation and Management of Electric Vehicle Charging Infrastructure in Changchun (hereinafter referred to as the Interim Measures). According to the requirements of the Interim Measures, 100% charging infrastructure should be built or installation conditions should be reserved for new residential parking spaces.
Analysis:
18.China Machinery Center: Sixteen new double-point accounting parameters are declared in the Announcement, and car companies need to supplement the relevant parameters.
The Notice on Supplementing the Technical Parameters of Passenger Car Manufacturers issued by China National Machinery Center pointed out that in order to implement the double-point management method, according to the requirements of the Equipment Industry Department of the Ministry of Industry and Information Technology, it is planned to extract the vehicle "Announcement" parameters and certificate data declared by enterprises to carry out the double-point accounting of passenger car manufacturers, which requires enterprises to supplement the relevant parameters.
Analysis:
Five,Enterprise information tracking
1.Toyota challenges the sales target of 1.4 million in China in 2018.
Recently, Ichiro Kobayashi, Chairman and General Manager of Toyota Motor Corporation’s China Minister, Toyota Motor (China) Investment Co., Ltd. said: In 2017, Toyota achieved a market sales of 1.29 million vehicles in Chinese mainland. In 2018, it will challenge the new target of annual sales of 1.4 million.
Analysis:
2.PSA and Dongfeng electric vehicle set up joint venture company
PSA Group of France, Dongfeng Electric Vehicle Co., Ltd. and Wuhan Electric Vehicle Demonstration Operation Co., Ltd. signed a joint venture contract and articles of association in Wuhan to jointly establish a joint venture company. The new joint venture company will explore new business models for the operation of new energy vehicles, and further strengthen forward-looking research and cooperation in car sharing, travel service and new ecology of the automobile industry.
Analysis:
3.An Kai bus won 209 million yuan in export orders.
Anhui Ankai Automobile Co., Ltd. issued a major contract announcement that An Kai Bus recently signed a major Sales Contract with Hafir Transportation Company, the largest transportation company in Saudi Arabia. The contract value is US$ 33.248 million (about RMB 209 million), and An Kai Bus will deliver the buses in the contract before May 25, 2018.
Analysis:
4.Audi builds momentum in 2018. 16 new car layout "new era"
Jing Qingchun, executive deputy general manager of FAW-Volkswagen Audi Sales Division, said that in the new era, FAW-Volkswagen Audi will create more scenes and provide more possibilities. In terms of products, FAW-Volkswagen Audi will launch 16 heavy models in 2018, including the new Audi A8L；; The new Audi Q5L； with the largest driving space in its class and the best family travel experience; And the brand-new Audi Q2L that opens up a brand-new market segment. In terms of new energy, Audi brand has formed the family layout of Audi A3 Sportback e-tron, Audi A6L e-tron and Audi Q7 e-tron. By 2020, FAW-Volkswagen Audi will release seven new energy vehicles, including Audi’s first domestic high-end electric SUV with a cruising range of 500 kilometers-C-BEV.
Analysis:
5.Audi will push four domestic pure electric vehicles in China.
Wei Yongxin, general manager of Audi (China) Enterprise Management Co., Ltd. said: Audi plans to launch four localized pure electric vehicles with China’s partner FAW-Volkswagen in the next four years, and the first batch of vehicles will be officially localized next year.
Analysis:
6.BAIC will cooperate with Yihuatong to push hydrogen fuel vehicles.
On January 31, 2018, Zhang Xiyong, general manager of BAIC Group and chairman of Foton Motor, and his party went to Beijing Yihuatong Technology Co., Ltd. for investigation, and had in-depth exchanges with Zhang Guoqiang, chairman of Yihuatong, on the fuel cell vehicle industry. The two sides indicated that they would strengthen industrial cooperation and jointly promote the industrial development process.
Analysis:
7.Can Beiqi Sic Bo join hands with Maodou New Car Network to sell cars "car enterprise+e-commerce" mode out of the predicament?
Beiqi Sic Bo and the new car sales brand Maodou New Car Network (hereinafter referred to as "Maodou New Car Network") under Cheduoduo Group jointly announced that they have formally signed a brand licensing agreement and reached a strategic cooperation. A number of models of BAIC Sic Bo have settled in the new edamame platform, and the new edamame has become the brand dealer of the first new retail channel authorized by BAIC Sic Bo.
During the three years from 2014 to 2016, automobile e-commerce is the hottest topic. During these three years, almost all auto e-commerce companies tried to sell their cars through online channels, and some models were all transferred to online, such as Qoros 3 five-door version and GAC Chuanqi GA3S 200T model, but they all ended in failure, even though the partners were car home and Easy Car, the two largest vertical auto websites in China.
Relying on Chexiang.com of SAIC and Dongfeng Peugeot, which had planned to transfer all of them to the e-commerce platform within a few years, their e-commerce plans have basically stagnated or it is difficult to break through the bottleneck, especially the strategic contraction of E-commerce business of E-car and car home, which makes the outside world fundamentally question the feasibility of the current automobile e-commerce model.
For a brand with an annual sales volume of only 100,000, the average sales volume of each of the 420 dealers is less than 200 units. The logic supporting BAIC’s "net" is that it believes that the business model of 4S stores makes its regional radiation ability limited, especially for third-and fourth-tier cities.
"With the help of the new business model and communication channels of edamame, it is expected to greatly increase the market share and coverage of Beiqi Sic Bo, and increase the exposure, so as to increase sales.
BAIC believes that the Internet nature of edamame enables it to shorten the supply chain cycle of products, quickly respond to users’ needs and enhance the user experience. After-sales, new cars sold by e-commerce platforms also enjoy services in traditional channels.
Automobile e-commerce can exist because it serves the offline channel to some extent, and the after-sales service as the most profitable sector is still on the offline channel, which has become one of the reasons why dealers can accept e-commerce intervention. At present, no car company dares to focus its channels entirely on e-commerce, or even transfer the after-sales to e-commerce.
Maodou is also building its own after-sales service system, but it will not consider opening a store directly, but will choose to integrate social resources to create a service ecology. Maodou New Car Network will set its own service standards and control quality.
This will inevitably lead to a rebound in the offline channels of BAIC. On the other hand, the goal of selling new cars by edamame is not to sell new cars, but to make profits through financial means.
Once the car sales cycle is lengthened, the e-commerce platform will be occupied with a large amount of funds just like the dealer group, the asset-liability ratio will increase sharply, the capital pressure will become greater, and it is easy to cause losses.
Analysis:
8.BYD and Qinghai Salt Lake want to build the largest lithium carbonate project in China.
The "3+2" battery-grade lithium carbonate project of Qinghai Salt Lake BYD Resources Development Co., Ltd. and Qinghai Salt Lake Fozhao Lanke Lithium Industry Company has been officially started, which will be the largest lithium carbonate project in China.
Analysis:
9.How do you plan to play the "new car retail" that is different from the traditional 4S shop Singularity car?
Singularity iS6 smart electric vehicle will be delivered in mass production at the end of 2018, and building a sales and after-sales service system has naturally become the top priority of Singularity Automobile. With the opening of the first experience store in Sanlitun business district in Beijing last week, the three values of "smart space, worry-free exclusive service and easy ownership" are the core of "wonder?" The new retail system of "Le Unlimited" was also released at the same time. The innovation of this new system is that the offline channel adopts the separation mode of pre-sale, sale and after-sale, and each link will recruit partners, which is not completely direct. In the next three years, Singularity plans to develop 200 such experience stores nationwide.
Analysis:
10.Product capacity makes concerted efforts Chery Jaguar Land Rover starts a new five-year journey.
Thanks to the joint efforts of Land Rover evoque, Land Rover Discovery Shenxing, Jaguar XFL and the new Jaguar XEL, the total sales volume of Chery Jaguar Road reached 83,888 vehicles last year, up 35.2% year-on-year, and accounted for nearly 60% of the total sales volume of Jaguar Land Rover in China.
On the one hand, the enterprise’s quality system strictly implements global unified standards. On the other hand, the perfect R&D system covers all business capabilities of vehicle R&D, such as product planning, design and development, project management, processes and systems, engineering application development, vehicle trial production, testing and certification, etc., to improve engine performance, reduce emissions, and participate in new energy development. The brand-new Jaguar E-PACE will be put into production this year, which will not only realize the global synchronous product landing, but also fulfill the promise of "five new cars in three years" to China consumers. In addition, the second-phase capacity expansion project of the enterprise will also be put into full operation this year, which can bring more than 50% capacity increase.
Analysis:
11.Big search car and car easy to shoot reached in-depth strategic cooperation
Dashouche signed a cooperation framework agreement with Cheyipai, the leading used car trading service platform in China, and the two sides reached a strategic cooperation to jointly enter the used car C2B market.
Analysis:
12.Didi Chuxing brand officially entered the online taxi service in Hong Kong.
Didi Chuxing’s "Fast Taxi" was fully upgraded, and DiDi APP started trial operation on the same day, marking the official entry of Didi Chuxing brand into Hong Kong. In the past few years, Didi’s Hong Kong team has served Hong Kong under the brand of "Fast". At present, it has cooperated with more than 20,000 taxi drivers, serving more than 600,000 registered users, accounting for more than half of all taxi drivers in Hong Kong.
Analysis:
13.Didi New Energy Sharing Car Friends Circle Expansion: Strategic Cooperation with 12 Automobile Manufacturers
Didi Chuxing announced that it has reached strategic cooperation with 12 automobile manufacturers including Beiqi New Energy, BYD, Changan Automobile, Dongfeng Passenger Car, Dongfeng yueda Kia, Huatai Automobile, Jianghuai, Geely, Renault Nissan Mitsubishi Alliance, Chery, China FAW and Zotye New Energy to jointly build a new energy sharing automobile service system.
Analysis:
14.Dongfeng medium-term business plan will launch a number of electric vehicles.
Dongfeng Motor released its medium-term business plan for 2022. By 2020, its planned sales volume will reach 2.6 million vehicles. It is worth noting that Dongfeng Motor will launch more than 40 new cars, of which electric vehicles will launch more than 20 new cars (zero emission and e-POWER).
Analysis:
15.Ford will launch four new SUVs in China.
At present, Ford has Wing Beat, Wing Tiger, Sharp Edge, Road Breaker and Imported Model Explorer in the SUV field in China. In 2017, Ford announced the latest 2025 strategy, and plans to launch more than 50 new models in China by the end of 2025, including 8 brand-new SUV models. According to the SUV planning of Ford Motor Company, Ford will launch four SUVs in China, namely, the brand-new Maverick, the brand-new Sharp, the Conqueror and a pure electric vehicle.
Analysis:
16.Ganfeng Lithium Industry cut into the 250 million solid-state battery to be put into the trial line.
Ganfeng Lithium introduced Dr. Xu’s team from Ningbo Institute of Materials and officially cut into the solid-state battery sector. The technology of the laboratory has made a breakthrough, and it is planned to invest 250 million yuan to build a pilot production line, the scale of which is above 100 MW. In the future, the 600 MW power battery production line will focus on matching with solid-state batteries, cultivating the market and team building in the early stage.
Analysis:
17.Guangzhou Automobile Passenger Car Xinjiang Factory adds another 50,000 production capacity for Chuanqi.
The main project of the first phase of Guangzhou Automobile Passenger Car Factory in Xinjiang is completed, which will increase the production capacity of Guangzhou Automobile Chuanqi by 50,000/year, and the production capacity of the factory can be expanded to 100,000/year according to market demand in the later period.
According to the Guangzhou Automobile Passenger Vehicle, the Xinjiang project covers an area of 330,000 square meters as a whole and started construction in March 2017. The first-phase investment is 1.087 billion yuan, and it takes 8 months to complete the construction of the main project, which will form an annual production capacity of 50,000 vehicles. The second phase will be expanded to 100,000 vehicles/year according to market demand.
Analysis:
18.Guangzhou automobile group Qian shou Xiao ma zhi hang
Guangzhou Automobile Group will join hands with Xiaoma Zhixing, and the two will cooperate deeply in four aspects: autonomous driving, driverless driving, capital field and mobile travel.
Analysis:
19.JD.COM teamed up with Shell to increase the digital car after-service market to start a card battle.
JD.COM Group announced that it has reached a cooperation with Shell, an international energy giant. The two sides will carry out multi-faceted cooperation in the fields of Shell lubricants, gas station business, logistics and distribution, and enterprise procurement.
Regarding this cooperation, JD.COM said that Shell is an internationally renowned energy company, involving many businesses in the automotive aftermarket, such as lubricants, gas stations and brand service stores, covering all important links in the automotive aftermarket. The integrated platform of the whole industrial chain built by JD.COM will connect manufacturers, distributors, repair shops and insurance companies in the industrial chain, and provide consumers with all-round integrated services. Based on this, the two sides will give full play to their respective advantages in brand building, technological innovation and user experience for deeper cooperation.
Analysis:
20.Changan Ford Hangzhou factory will produce new SUV or be an explorer.
Changan Ford signed the "Changan Ford Large Luxury SUV Project" with Hangzhou Dajiangdong Industrial Cluster. It is expected that this model will be a Ford explorer. In addition, the factory will put into production a new Lincoln brand car in 2019.
Analysis:
21.Geely will push a number of new energy vehicles before 2020.
Geely officially said that it will launch 20 new energy vehicles by 2020, and the product series covers EV, HEV and PHEV models, among which Emgrand EV450 and Emgrand GSe400 will be launched in 2018.
Analysis:
22.Geely’s acquisition of Daimler-Benz’s secondary market is nearly completed.
According to previous reports, Daimler declined Geely’s tender offer, but through the acquisition from the secondary market, Geely’s acquisition of part of Daimler’s shares has been nearly completed, and the acquisition subject is Geely Holding Group. The acquisition may be officially completed after the Spring Festival.
At present, Geely has not disclosed the amount paid for this acquisition and how much equity it has acquired, but according to previous media reports, Geely’s goal is 3% to 5% of Daimler’s shares.
It is reported that Geely wants to cooperate with Daimler to establish an electric vehicle joint venture company, or the behind-the-scenes reasons for this acquisition. According to the policy, the new electric vehicle joint venture company can have any joint venture ratio. Under the background of the rapid development of new energy vehicles in China, it is also possible for Daimler and Geely to adjust the joint venture ratio to establish an electric vehicle joint venture company according to their own development needs.
Analysis:
23.MG 6 Hybrid/New SUV and other MG new car planning in 2018.
The new car planning of MG exploded in 2018: MG 6 will usher in the upgrade of configuration and the listing of plug-in hybrid models. In addition, in the second half of 2018, MG will launch a new compact SUV and a pure electric version of MG ZS.
Analysis:
24.Weilai Automobile will build a factory in Jiading, Shanghai.
Rong Wenwei, deputy of Shanghai Jiading District People’s Congress, said: Weilai Automobile’s vehicle base will be moved to Jiading, and it has been located in Waigang Town, with a planned land area of about 800 mu. At the same time, the administrative service center in Jiading District of Shanghai also inquired about the corresponding document entitled "Environmental Protection Bureau window to fully promote the environmental impact assessment of the major project Weilai Automobile".
Weilai is planning to build a new factory in Waigang Town, Jiading District, Shanghai. At the same time, from the Master Plan and Land Use Master Plan of Waigang Town in Jiading District (2016-2040) published by Jiading Bureau of Soil and Resources, it can be found that Waigang Town is defined as "leading by advanced manufacturing industries such as key parts of new energy vehicles and intelligent manufacturing" in the long-term strategic planning, which further proves that Weilai Automobile Factory has settled here.
Analysis:
25.Weilai’s first batch of products was delivered in April, and the service package information was released at the same time.
I learned from the official channels of Weilai Automobile. The first delivery time of Weilai ES8 is in late April 2018. The delivery of the founding version was completed in September 2018. As for the benchmark model, it will have to wait until October 2018. At the same time, the battery rental scheme of Weilai ES8 car was officially released. The details are as follows:
The delivery time of the founding version began in late April 2018, and the delivery time of the benchmark version began in October 2018. Judging from the information released so far, the specific delivery time of the original model is also different according to the body color. Yunbai, Deep Space Black and Sky Blue will be delivered in the first batch in late April, Star Grey and Aurora Brown will be delivered in July, Dawn Red will be delivered in August and Starry Blue will be delivered in September. From October, the benchmark model will be delivered, but the official has not yet fully announced the delivery time of the specific color of the benchmark model.
Along with the delivery information, the price of Weilai ES8 related services was also released. One of the most striking is the full car battery rental scheme. According to the manufacturer’s announcement, all the users of the original edition and the benchmark edition before May 1st intend to pay money. The rental scheme is that the car price is reduced by 100,000, and the monthly payment is 1,280 months, with a term of 78 months. According to the author’s preliminary calculation, 78 months is equal to 6.5 years. According to the monthly payment of 1,280 yuan, the total amount is 99,840 yuan. Weilai’s service plan, energy worry-free plan, the annual fee is 10,800 yuan, and the monthly payment is 980 yuan. The scope of rights and interests of this service is: one-click power-on (door-to-door service for guests), home-filled piles, and free charging of public piles. At present, it is limited to urban operation network. In addition, users who have no worries about energy will have the opportunity to use the upgraded battery for free.
Another item of Weilai service package is worry-free service, with an annual fee of 14,800 yuan and a monthly fee of about 1,233 yuan. As for rights and interests, one-click maintenance, free maintenance, free maintenance, three insurances, free scooter and enhanced traffic service.
Editor’s comment:
As a representative of internet car-making, Weilai Automobile has been doomed to the DNA of different brands from its birth. These differences are not only reflected in the product itself, but also in the service, which is more memorable. Like the service package information released today, it will definitely bring shocks and challenges to the traditional after-sales service of automobiles. According to the founder and chairman of Weilai Automobile, Mr. Li Bin also said at the conference of Weilai ES8, "Worry-free service is definitely much cheaper than buying insurance by yourself, and worry-free energy is definitely much cheaper than charging outside by yourself. “
Analysis:
26.Five new cars were introduced to Britain and finidi, and 150,000 vehicles were sprinted in 2022.
In the next five years, Dongfeng Ying finidi will launch five new models, equipped with variable compression ratio turbocharged engine and electric powertrain; The dealer network will also expand from the current 126 to more than 200; At the same time, Dongfeng Ying finidi will increase its sales by accelerating the development of e-commerce.
Analysis:
27.New model, new battery life and new battery BYD announces the product strategy of pure electric vehicle in 2018.
A few days ago, BYD held a strategic communication meeting on the whole product matrix of pure electric vehicles in Beijing, and officially announced that four new models, e5 450, Qin EV 450, Song EV400 and Yuan EV 360, will be launched in 2018. In the new year, BYD will continue to build a full product matrix to meet the diversified needs of users with top-notch professional technology and the excellent quality of its peers, and continue to lead all market segments of pure electric vehicle products.
Analysis:
28.Endurance 220 kilometers! Chang ‘an Jumper Light Truck can hold 17 square meters.
● Mature design of Jiangling chassis
This new energy logistics vehicle is a pure electric light truck built by Changan across the K-series platform based on Spanner. In appearance, there is little adjustment to the elements of Jiangling chassis, and the main change lies in the optimization and adjustment of electronic control system and chassis adjustment.
Although it is an electric car, the interior design of the cab of Chang ‘an Spanner is not too radical, but is slightly upgraded and adjusted in combination with the original design. The instrument is mainly upgraded to the reading mode of pointer+LCD display, which can display the battery voltage, cruising range, vehicle speed and other series of data in real time.
The gear lever is similar to that of an automatic car, with three gears, namely, D- forward gear, N- neutral gear and R- reverse gear. The operation conforms to the driver’s daily operation habits and is simple and convenient.
In terms of power system, Chang ‘an Spanner electric vehicle is equipped with a permanent magnet synchronous motor with a maximum output of 90 kW and a maximum output of 122 HP.
It is understood that the wheelbase of this car is 2800mm, the cargo compartment size is 4170X2050X2000mm, and the maximum loading space is 17 cubic meters. In addition, the battery capacity of this car is 75.3 kWh, and the comprehensive cruising range is 200 kilometers. It can be fully charged in 2 hours, which is more in line with the comprehensive needs of supermarkets, express logistics and other markets.
At this stage, although the subsidy retreat has caused a certain degree of impact on electric vehicles, under the promotion of environmental protection, restrictions, and other policy advantages and the "timetable for stopping selling diesel vehicles" issued by many domestic and foreign car companies, clean energy and new energy vehicles are bound to be a rising force in the future automobile industry.
As far as Chengdu is concerned, there is no limit to the number of new energy logistics vehicles, no limit to the morning and evening peaks, which is undoubtedly a green light for the development of new energy logistics vehicles. Chang ‘an Leapfrog pure electric logistics vehicle exhibited at this year’s annual meeting is the clarion call for it to enter the new energy field. Whether this vehicle can become a dark horse of urban logistics in the future remains to be seen.
Analysis:
29.Easy-to-drive travel was awarded the online car license, which is the first in the time-sharing leasing industry in China.
The transportation management department of Wuhu City, Anhui Province officially issued the "Network Booking Taxi Business License" to Wuhu Hengtian Yikai Software Technology Co., Ltd., and issued the network car license to the shared car time-sharing operation enterprise for the first time.
It is reported that this is the fourth online car license issued by Anhui Province, and it is also the first online car license awarded in the field of car time sharing. Yikai Travel has become the first time-sharing rental platform in China to obtain a network car license, and it has the qualification to carry out network car travel services nationwide.
Analysis:
30.Changan Ford will push two new cars in 2025.
A few days ago, Changan Ford brand released the latest sales data, and sold more than 820,000 new cars in the whole year, which did not increase. Facing 2018, Changan Ford will launch a brand-new product offensive, and launch Mondeo plug-in hybrid version and a new generation of Focus. According to the plan, Changan Ford’s products will be electrified in the future. By 2025, all models of Changan Ford will have electric models.
Analysis:
31.Zhongan Insurance upgrades the "light mode" automobile ecology and uses auto insurance to incite the whole industry chain of the whole scene.
On January 31, Zhongan Insurance held the "Automobile Ecological Strategy Conference" in Beijing, announcing that it would cut into the automobile ecology from auto insurance, connect all partners in the automobile industry chain from point to point, and implement a comprehensive strategic upgrade.
"The four core scenarios of new retail, new finance, new travel and car networking, and the four special services of car trading, car wallet, car enjoyment and UBI reserve constitute the Zhongan automobile ecological service system, which aims to provide car users with the whole process of buying, using and maintaining cars. One-stop smart car service and full scene guarantee system." Chen Jin, CEO of Zhongan Insurance, said at the press conference.
The strategy of "auto insurance single product" has been upgraded to a four-in-one "automobile ecology"
Analysis:
Five,Industry information tracking
1.The gas shortage crisis broke out again, and the natural gas truck market reappeared.
On January 31, PetroChina issued a notice to strictly implement the daily gas supply plan, which indicated that the gas from Central Asia was further reduced from 120 million cubic meters to 70 million cubic meters, and the PetroChina pipeline network was in danger of collapse.
In order to protect people’s livelihood and implement the overall deployment and requirements of "suppressing non-protecting people", only a few LNG plants supplied by PetroChina in northwest China were once again required to limit gas supply and stop production.
Subsequently, PetroChina launched an emergency plan for natural gas supply, and with the efforts of all parties, the gas intake was restored on February 2, and the actual daily gas intake was restored to about 110 million cubic meters.
Analysis:
2.How to reduce the logistics cost by more than 80 billion in 2017? The Ministry of Transport said.
In 2017, the Ministry of Transport focused on the supply-side structural reform, focused on reducing logistics costs, filling the shortcomings of transportation facilities, and strengthening transportation services, and promoted the reduction of logistics costs by about 88.16 billion yuan throughout the year.
There are 15 quantitative measures in four aspects. First, cancel the fees charged by the governments of the four western provinces for repaying loans on secondary roads. The second is to cancel the mandatory inspection of secondary maintenance of operating vehicles. The third is to reduce the charges for the operation and service of port and shipping enterprises, adjust and standardize the charging policies such as shipping surcharges and port construction fees, and cancel the port charges, ship registration fees and inspection fees for ships and marine products and facilities. The total cost was reduced by 13.5 billion yuan.
Fourth, vigorously develop multimodal transport, give full play to the comparative advantages of different modes of transport, encourage the innovative development of car-free logistics, and effectively improve the efficiency of transportation organization. These measures have reduced enterprises by about 10 billion yuan.
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Analysis:
3.In 2018, the logistics industry will move towards high-quality development in an all-round way.
In 2018, with the maturity of various "black technologies" and the continuous catalysis of favorable policies, smart logistics and green logistics are expected to enter an accelerated popularization and promotion period. At the same time, the combination of capital and logistics enterprises is increasingly close. On the one hand, capital continues to penetrate into various logistics sub-industries; On the other hand, as more logistics enterprises enter the capital market, the "Matthew effect" will become more obvious. Large logistics enterprises will form an absolute dominant position through the merger and integration of logistics resources, and small logistics enterprises will face a new round of reshuffle and elimination.
In 2017, the logistics industry maintained a rapid growth trend. Take the express delivery industry as an example. On January 8, 2018, the data reported by the National Postal Management Work Conference showed that in 2017, 40.1 billion pieces of express delivery business were completed nationwide, up 28% year-on-year, ranking first in the world for four consecutive years. It exceeds the developed economies such as the United States, Japan and Europe, and contributes more than 50% to world growth. By the end of 2017, there were more than 230 professional express logistics parks in China, with 96 cargo planes operating in the industry.
Analysis:
4.The report says that finance will become the core profit source of the automobile industry.
The research report "China Auto Finance Cross Review 5: Finance Becomes the Core Profit Source of the Auto Industry, All in Helps the Birth of the Billion Dollar Platform" released by the Auto Finance Research Institute recently said that finance has become one of the core profit sources of the auto industry, and the trillion-dollar market of China auto finance will help the birth of tens of billions of dollars platforms in the future.
According to the report, the high return of auto finance has been confirmed in the mature auto market. According to the financial statement of AutoNation, the largest distributor in the United States, in 2016, the revenue structure of AutoNation was 57% for new car business, 23% for used car business, 15% for auto parts and service business, and 4% for finance and insurance, etc. These four businesses accounted for 19%, 10%, 43% and 27% of the total profit respectively.
Compared with the development of American auto finance in the past hundred years, China auto finance has just entered the 20th year, and it is only in the last five years that Internet auto platforms began to provide auto finance-related services. Up to now, the financial penetration rate of new cars in China is only about 30%, and that of used cars is even lower.
Analysis:
5.Development and Reform Commission: In the future, we will focus on supporting 9 industries including smart cars.
Relevant departments of the National Development and Reform Commission said on the 6th that it is necessary to effectively promote the transformation and upgrading of the manufacturing industry. Actively cultivate new kinetic energy, vigorously implement the biological industry multiplication plan, and organize the implementation of "internet plus" and artificial intelligence innovation and development projects. Accelerate the development of advanced manufacturing industries, focusing on supporting industries in nine major fields, such as rail transit equipment, high-end ships and marine engineering equipment, intelligent robots and smart cars. Accelerate the integration of manufacturing and informatization, carry out the construction and demonstration application of industrial cloud service platform, and promote the construction of intelligent demonstration factories in key industries. Support the technological transformation of traditional industries and implement key projects such as upgrading high-end equipment and developing key new materials.
Analysis:
6.The first closed test site for self-driving cars in China is required to be introduced.
Recently, the Beijing Economic and Information Commission and other three ministries and commissions jointly issued the Contents and Methods of Road Test Capability Assessment for Self-driving Vehicles in Beijing (Trial) and the Technical Requirements for Closed Test Sites for Self-driving Vehicles in Beijing (Trial).
The Contents and Methods of Road Test Capability Evaluation for Self-driving Vehicles in Beijing (Trial) stipulates the contents and methods of road test capability evaluation for self-driving vehicles in Beijing. It is suitable for evaluating the autonomous driving ability of self-driving vehicles applying for road test, and the evaluation results can be used as the basis for whether self-driving vehicles can carry out road test.
The Technical Requirements for the Closed Test Site for Self-driving Vehicles in Beijing (Trial) stipulates the technical requirements for the test and training site, capability evaluation site and supporting office and service facilities included in the closed test site for self-driving vehicles. It is suitable for the construction requirements of test training sites needed for R&D test training of self-driving vehicles and capacity evaluation sites needed for road test capacity evaluation.
Analysis:
7.The national regulatory platform for new energy vehicles will be put into operation early this month.
Recently, the National Big Data Alliance for New Energy Vehicles released the National Monitoring Report for New Energy Vehicles (hereinafter referred to as the Report). Su Baoli, researcher of the General Department of the Equipment Department of the Ministry of Industry and Information Technology, said that in 2017, the Ministry of Industry and Information Technology entrusted Beijing Institute of Technology to carry out the construction and operation of a national monitoring and management platform for new energy vehicles. The platform has initially possessed the synchronous monitoring and management capabilities of 1.6 million new energy vehicles, and can carry out safety supervision, data analysis, vehicle management and subsidy accounting. The platform will be officially put into use in early February this year.
It is reported that this is the first time that China has released the monitoring data of new energy vehicles nationwide. According to the "Report", according to the statistics of the National Monitoring and Management Platform for New Energy Vehicles, as of December 2017, the platform has collected a total of 328,943 running vehicles, with a total of 89,143 vehicles with real-time dynamic response data; There are 279 vehicle companies that have passed the platform compliance test and 4,089 vehicles that have passed the vehicle compliance test.
Analysis:
8.Heavy trucks have gone up in price! In addition to the rise in raw materials, there is actually this reason.
Raw materials have set off a "price hike", and the cost of the whole vehicle has risen. The high price of raw materials has finally made the price of heavy trucks in some areas unbearable!
The price of raw materials is controllable, but the environmental protection configuration is endless! "A dealer said.
It is understood that the new national standard GB7258-2017 puts forward many new requirements for vehicle configuration. For example, trucks with a total mass of 12000kg or more should be equipped with an audible warning device for vehicles turning right, trucks with three axles or more should have overspeed alarm function, all wheels of semi-trailers for transporting dangerous goods, three-axle rail-type semi-trailers and barn-type semi-trailers should be equipped with disc brakes, and some vehicles and semi-trailers for transporting dangerous goods should be equipped with air suspension.
"An air suspension costs 10,000 to 15,000 now." With the issuance of the new national standard, there will be more and more such equipment, and the price is beyond our control, so just one will cost tens of thousands. "And these devices will eventually become part of the price increase of the whole vehicle, which will be borne by consumers. .
Analysis:
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Six,Multinational groups and international markets
1.2019 dodge Ram product line announced
The 2019 Dodge Ram1500 was officially released. Compared with the old models, the appearance of the new model has not changed much, mainly in the front air intake grille, canceling the cross grille shape traditionally used in the past. There are six models in the product line of 2019 Ram models.
Analysis:
2.In 2019, Renault Truck Company will also release electric heavy trucks.
Recently, Renault Trucks announced that it will start producing and releasing a series of electric heavy trucks in 2019. Prior to this, a number of companies have announced plans to launch electric heavy trucks, such as Volvo, Daimler and Tesla. The news that Renault Truck announced the production of electric heavy trucks once again confirmed that major car companies around the world are optimistic about the future prospects of electric trucks.
● Renault Truck Company under Volvo.
Renault Truck Company, founded in 1894, is a truck manufacturer in France. Headquartered in Lyon, the second largest city in France, it was originally a part of Renault Car Factory. In the process of innovation and development for more than a century, Renault trucks are committed to providing more professional and efficient means of transportation. In 2001, Renault Truck Company was acquired by Volvo.
Volvo is the largest commercial vehicle manufacturer in Europe, producing many types of commercial vehicles such as light trucks, heavy trucks and special vehicles, and its products are world-renowned.
● It is planned to launch electric heavy trucks in 2019.
In fact, as early as 2010, Renault Truck launched an electric truck named Renault Electric Maxity, weighing 4.5 tons. Now, after testing and development in the New Year, with more experience and more mature technology, the company recently announced that it will start producing a new series of electric trucks in 2019.
This news is by no means groundless. It has been confirmed that Renault trucks have started to prepare special assembly lines for their electric trucks in a factory in Normandy, France.
In the sustainable development of urban traffic, electric vehicles are undoubtedly an effective solution, which has a significant role in improving air quality and controlling climate change. Therefore, in the field of electric trucks, major car companies have also launched actions in order to take the lead in this brand-new market.
More information about Renault’s brand-new electric heavy truck has not been disclosed by the company at present, and we will continue to pay attention to it in the future. In any case, with the participation of more and more well-known commercial vehicle companies, the future electric truck market will be more and more exciting.
Analysis:
3.Owl develops a security camera to monitor vehicle safety 24 hours a day.
Owl, a California startup, announced the launch of its first connected car security camera and announced that it had received $18 million in financing. The dual-facing camera can capture the internal and external information of the vehicle at the same time, and can provide video recording and reminding for the driver for 24 hours.
Analysis:
4.Elon musk: Oppose the use of lidar by Tesla self-driving cars.
Elon musk said in the earnings conference call that lidar is not the core part of his autonomous driving strategy. Explicitly oppose the introduction of lidar in Tesla autopilot design.
Analysis:
5.Baiteng will cooperate with Aurora to develop L4 self-driving cars.
Batten announced a strategic cooperation with Aurora, a Silicon Valley startup, and they will jointly develop L4-level (highly autonomous driving) autonomous driving technology. The purpose is to become the first company capable of promoting L4-class self-driving cars to open up the market, and to prepare for mass-produced models with L5-class self-driving technology in the future.
Analysis:
6.Porsche will invest $7.43 billion to produce electric vehicles.
Porsche announced on Monday that it will invest more than 6 billion euros (about 7.43 billion US dollars) to produce plug-in hybrid vehicles and pure electric vehicles by 2022.
Analysis:
7.Sales of French and Asian brand cars have soared in the German market.
According to the data of the German Federal Motor Vehicle Transport Authority (KBA), in January this year, the sales growth of French and most Japanese and Korean brands in the German market exceeded that of domestic competitors, and the sales increased by 12% to 269,429 vehicles.
Kia’s growth rate was the largest, reaching 41%, followed by Toyota’s growth of 37% and Hyundai’s growth of 30%.
Among French brands, Peugeot’s sales increased by 34%, and Citroen’s sales increased by 25%. Sales of DS under PSA Group increased by 3.5%. Renault’s sales increased by 24% and Dacia’s by 29%.
The growth rate of German local brands is lower than the market. The number of registered Volkswagen brands increased by 9.7%, and the growth rates of Seat and Skoda were 24% and 17% respectively.
Except Porsche, the monthly sales of German luxury brands are relatively low. Porsche sales increased by 37%, Mercedes-Benz sales increased by 8.4%, BMW brand sales increased by 1.8%, and Audi sales decreased by 2.9%.
Analysis:
8.Toyota cooperates with Central Electric Power Company to recycle used batteries of electric vehicles.
Central Japan Electric Power Company announced that it has reached a cooperation with Toyota Motor Corporation to recycle the used batteries of Toyota electric vehicles (hybrid and electric vehicles) and establish a large-capacity battery system.
Analysis:
9.Toyota’s sales performance in the first three fiscal quarters was eye-catching, and its comprehensive net income rose by 8%.
According to the data released by Toyota Motor official website, the fiscal revenue of Toyota Motor in the first three quarters of this fiscal year (April 1 to December 31, 2017) recently announced is as follows:
Toyota’s sales in the first three quarters of this fiscal year totaled 6,678,279 vehicles, an increase of 34,893 vehicles compared with the same period of the previous fiscal year. The comprehensive net income in the first three quarters was 21.7969 trillion yen, an increase of 8.1% year-on-year; Operating income increased from 1.5554 trillion yen to 1.7701 trillion yen, while pre-tax income was 2.0031 trillion yen. Net income increased from 1.4327 trillion yen to 2.0131 trillion yen. Operating income increased by 214.7 billion yen, mainly due to the increase of 295 billion yen brought by exchange rate fluctuation and 135 billion yen brought by cost reduction.
Analysis:
10.Fujitsu has developed a new technology to detect cyber attacks in vehicles.
Fujitsu and Fujitsu Research Institute have developed a technology to detect cyber attacks in vehicles. The principle of this technology is to let the system learn the cycle of receiving information under normal circumstances, and then compare the actual amount of information received with the amount of information that the system should receive according to the learning experience, and judge whether it has been attacked by the network according to the difference between them.
Analysis:
11.Ghosn may not be able to resign and is expected to continue to be elected CEO of Renault.
Carlos Ghosn is expected to be re-elected as CEO at Renault’s shareholders’ meeting on February 15th. Ghosn is 63 years old. According to the plan, the CEO position will be handed over to a new successor when the contract expires in June this year, so that he can better manage the work of Renault-Nissan Mitsubishi Alliance.
Analysis:
12.South Korea pre-invested 32.6 billion US dollars to develop technologies such as electric vehicles.
South Korea plans to invest 35 trillion won (about 32.6 billion US dollars) in the next five years to develop new models, including pure electric vehicles that can travel more than 500 kilometers on a single charge, and build related infrastructure such as electric vehicle charging stations.
Analysis:
13.Renault Nissan Mitsubishi joined hands with Didi to enter the new energy sharing car.
Renault-Nissan-Mitsubishi Alliance officially announced the signing of a memorandum of understanding with Didi Chuxing. The two sides will mainly discuss the future commercial cooperation of sharing service of electric vehicles in China. This cooperation will help the alliance become the largest electric vehicle operator in the world and will have 1 million electric vehicles by the end of 2020.
Analysis:
14.Lithium-ion battery self-heating technology BMW signs intellectual property agreement
BMW signed an intellectual property agreement with Pennsylvania State University and its derivative company EC Power on low-temperature lithium-ion battery technology. By creating a self-heating function, this technology can self-heat the battery to the best operating state in a low temperature environment.
Analysis:
15.New car sales in the United States unexpectedly rose by 1.2% in January, and the performance of the United States was not as good as that of Japan.
Despite the cold weather, the sales of light vehicles in the United States increased by 1.2% in January, thanks to high subsidies and increased demand for light trucks. The delivery of cars and light trucks in the United States in January was 1,157,407, the fourth best result in the same period in history. According to past data, January is usually the month with the lowest sales volume in a year.
Sales in the United States last month were mainly driven by rising demand for light trucks and cross-border vehicles, while sales of cars and wholesale cars were weak. Overall, the demand for light trucks increased by more than 8%, while cars fell by 11%.
Overall, the sales of new cars in the United States in 2018 are expected to drop to 17 million, the first time in the past three years, and most analysts predict that the range is between 16.7 million and 16.9 million. Analysts say that the tax reform in the United States will also promote the growth of sales to a certain extent, and low interest rates, falling gasoline prices and falling unemployment rate will all contribute to the development of the American automobile industry.
Analysis:
16.In 2017, the sales of new energy vehicles in Europe soared by nearly 40%, and the market share gradually increased.
According to the data released by the European Automobile Manufacturers Association (ACEA), in the fourth quarter of 2017, the demand for new energy vehicles in the EU continued to grow, with a year-on-year increase of 35.1%, with a total of 227,378 vehicles sold, accounting for 6.7% of the total passenger car sales.
Analysis:
17.Strong cooperation! Mainland hand in hand with NVIDIA in the field of automatic driving
Under the background of rapid development of automobile industry, strong cooperation has gradually become the choice of major enterprises. Recently, Continental, a German auto parts supplier, announced that it has established a cooperative relationship with Nvidia, and the two sides will develop an autonomous driving system based on NVIDIA’s artificial intelligence platform.
NVIDIA’s Drive autopilot platform has been widely used in the industry, and this cooperation with the mainland is also its latest cooperation plan. NVIDIA has always been famous for its display chips, and the company announced last month that 320 companies have used NVIDIA’s Drive platform when developing self-driving cars.
Analysis:
18.The global self-driving taxi market has a compound annual growth rate of 81%
Last year, a number of companies conducted self-driving taxi tests. Among them, most companies hope to officially launch commercial self-driving taxi service in 2021, which will greatly change the future transportation mode. TrendForce predicts that the compound annual growth rate of self-driving taxis will reach 81% from 2018 to 2023.
YvetteLin, an analyst at TrendForce, pointed out that fully self-driving cars (L5-class self-driving cars) are the ultimate goal of autonomous driving technology. For self-driving taxis, fully-automatic cars can greatly improve the utilization rate of cars and improve traffic efficiency, because theoretically, self-driving cars can work 24 hours a day and 7 days a week.
However, there is still a long way to go before the regulations on self-driving cars are widely adopted. Therefore, both traditional car companies and technology companies predict that L4-class self-driving cars will be put into commercial operation in 2020. In addition to improving safety, L4-class self-driving cars can also improve traffic efficiency and convenience, which is also the core of shared services. Therefore, self-driving taxis have become the development direction of taxi service operators.
Analysis:
19.Tesla released a financial report: last year’s revenue was 11.8 billion US dollars, and the Model3 production capacity target remained unchanged.
Tesla released its fourth quarter 2017 financial report. The financial report shows that Tesla’s revenue in 2017 was $11.8 billion, a natural increase of 55% year-on-year. On the occasion of the arrival of the first quarter of 2018, Tesla’s cash balance is 3.4 billion US dollars, and its revenue growth in 2018 is expected to significantly exceed that in 2017.
Tesla said in the financial report that in the fourth quarter of 2017, the delivery volume of Model S and Model X reached a new high. In response to the production capacity of Model 3 that everyone is concerned about, Tesla also stressed that its goal remains unchanged: 5,000 vehicles will be produced every week at the end of the second quarter of 2018.
Analysis:
20.Enjoy preferential policies BMW plans to produce plug-in hybrid battery in Thailand.
Thailand has recently begun to make efforts to attract automobile manufacturers to invest in Thailand to manufacture green cars, such as hybrid vehicles, plug-in hybrid vehicles (PHEV) and all-electric vehicles. At present, Thailand is already a leader in the production of pickup trucks and small cars.
Last year, the Investment Committee of Thailand (BoI) approved preferential policies for automobile manufacturers. Toyota, the market leader, is the first automobile manufacturer to apply for the hybrid vehicle category and get preferential treatment from the Investment Committee of Thailand. The company will launch the Toyota C-HR hybrid vehicle in early March. Toyota will also be the first car company to launch a new model under this cooperation framework in Thailand.
According to the Bangkok Post, many high-end brands have advantages in plug-in hybrid electric vehicles. Earlier this month, BMW’s competitor Mercedes-Benz announced that it would apply to the Investment Committee of Thailand to assemble plug-in hybrid and electric vehicles in Samut Prakan’s joint venture factory. BMW has become the second German automaker to apply to the Thailand Investment Committee for preferential policies for plug-in hybrid electric vehicles. BMW also plans to assemble and produce plug-in hybrid vehicle batteries in Thailand in 2019.
Analysis: