The main information comes from the daily news of the Federation.
Website of Passenger Car Market Information Association: http://www.cpcaauto.com
One,Overview of this week’s auto market:
1.oneMonthly auto market retail achieved positive growth in Zhou Du.
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2018There was an annual negative growth in the auto market in, which was a severe pressure, but2018yearfourThe quarter is the darkest hour, near20%The sharp decline is hard to happen again (except for the Spring Festival interference).
2019AnnualoneIn the first week of June, the retail sales in the auto market reached the daily average.5.08The level of 10,000 units, the year-on-year decline reached-17%A larger margin. In the following second week, the retail sales of the automobile market reached the daily average.5.610,000 units, year-on-year3%Positive growth, which is also good news, shows that consumption is still in a good state.19yearonelunar1-2The cumulative weekly sales volume is the daily average.5.4Ten thousand units, down year-on-year.5%The decline rate is also relatively good.
2.oneThe wholesale of the monthly auto market started steadily.
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oneIn the passenger car market in June, the performance of wholesale sales to dealers by manufacturers was weak. The average daily wholesale in the first week is5.2The daily average of 10,000 units decreased year-on-year.-37%, relative to2018yearoneA large number of transfers released in the first week of June2017yeartwelveMonthly wholesale volume data, this yearoneThe performance of the wholesale auto market, which started in June, is relatively weak. The factory wholesale in the second week is5.29Ten thousand units, compared with the same period last year.7.46The performance of 10,000 units is also relatively declining.-29%Yes. The performance of the market is generally low. but2018AnnualoneMonthly and weekly sales are increasing, and2017The year is declining, so2018AnnualoneThe monthly base is still unreasonable wholesale data.
2019yearoneRetail will be confident in the next month, and the influence of wholesale will continue.2017The market characteristics of 2008, the actual state is relatively good.
3.The standard setting of 1.1 times of battery subsidy is conducive to technological progress.
Since China has set the target of improving the battery technology to 220 WHr in 2020, the subsidy standard should keep up with the progress of the target, so as to promote the performance improvement of the whole vehicle. At present, Tesla has achieved the goal of 300 watts in 2017, and the system energy is around 200 watt-hours. If our products in 2019 are still at the level of 160 WHr in the system, the gap with Tesla will become larger and larger. It is not conducive to achieving equal competitive development. Even if the subsidy index of 1.1 times of 180 WHr is set in 2019 and the subsidy index of 200 WHr is set in 2020, the battery level of Tesla in 2020 will not be reached, which is unfavorable to the development of the whole vehicle.
We set high technical indicators, and if we can achieve them, we will get high subsidies, which also reflects the attitude of encouraging the advanced. Otherwise, it is to encourage the lowest cost and low technology to tap the potential, which will cause great losses to the development of new energy vehicles. The fire is not a subsidy to worry about, and excellent enterprises will consider the balance between risk and share. And you can’t be afraid of catching fire without upgrading your technical indicators. It is not the new car in 2019 that is currently produced, and the fire of historical vehicles is not changed because of the 2019 index.
4.Evergrande’s purchase of national energy is beneficial to the development of new energy.
Recently, it was reported online that Evergrande bought Swedish Saab brand and electric vehicle industry, which is a good industrial transformation model. With the continuous strength of China automobile enterprises, the market performance of foreign brands in China continues to be divided, and the value of Saab’s brand in China has also been greatly reduced. However, the industrial investment and qualification of electric vehicles under the Saab concept are good resources. Buying these resources at a relatively high price is also very meaningful for the integrated development and industrial integration of the industry. At that time, the purchase of Saab brand was also a very hard investment of China car companies. Unfortunately, the conservative and universal influence of Saab led to Saab’s pity. At present, the development of electric vehicles is mainly the introduction of new technologies and the strong development of new brands, especially the financial support of a huge industrial chain is very important. The new energy vehicle is a new long March that needs continuous huge investment, and Evergrande’s investment is also very good.
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5.Japan’s tax relief policy for vehicles equipped with driver assistance systems is worth learning.
Intelligent network connection and driver assistance are the components of the new four modernizations, and should be given certain policy support. The Japanese government is considering offering tax-free preferential policies to car owners equipped with driver assistance systems. This move aims to promote more cars with improved safety performance and reduce the probability of traffic accidents caused by elderly drivers. The Japanese government will begin to formulate a specific plan for preferential tax and fee policies in a short period of time, which is intended to be officially implemented in fiscal year 2021. At present, the promotion of intelligent network connection in China also has the functions of Beidou and driver assistance. ADAS system is usually regarded as the premise of fully automatic driving. Promoting intelligent networked vehicles is a good impetus to the aging consumption boom. If we can further increase the popularity of private cars and electric vehicles for the middle-aged and elderly people in China, it will be a huge market and the main position of independent products.
Second,New cars will be launched this week.
1.Pentium X40 automatic interconnection intelligent edition
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On January 9th, pentium X40 Automatic Interconnection Intelligent Edition went on the market, and the price of the new car was 86,800 yuan.
In terms of appearance, the new car is basically the same as the regular version.
In terms of configuration, the new car is equipped with car voice control, online music, car payment, 4G network, Wi-Fi hotspot, wireless update and upgrade.
In terms of power, the new car is equipped with a 1.6L engine and matched with a 6-6TIP gearbox.
Analysis:
2.Dongfeng scenery 580PHEV
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On January 10th, Dongfeng Scenery 580PHEV went on the market, and the price of the new car was 169,900 yuan, enjoying the national subsidy of 22,000 yuan.
In terms of appearance, the new car adopts a three-banner air intake grille shape, blue elements are added to the logo, and a charging interface is added to the left rear fender.
In terms of interior, the new car adopts a multi-layer symmetrical center console with a suspended central control panel design.
In terms of configuration, the new car is equipped with 18-inch wheels, LED daytime running lights, front fog lights, four-door one-button lifting windows, rearview mirror electric heating/folding, automatic air conditioning, rear air conditioning air outlet, electronic handbrake and so on.
In terms of power, the new car is equipped with a hybrid system consisting of a 1.8L engine and an electric motor, matching the E-CVT gearbox.
Analysis:
3.Jietu X90
Time to market: January 13, 2019 Sales price: 85,000-145,000 yuan for pre-sale.
Engine: 1.5T and 1.6T transmissions: 6-speed manual, 7-speed dual clutch and 8-speed automatic.
Body size: 4840/1925/1745mm
Analysis:
4.Prado TX-L exclusive edition
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On January 4th, the exclusive version of Prado TX-L was launched, and four new cars were launched, with the price range of 503,800-514,800 yuan.
In terms of appearance, the new car is basically the same as the regular version.
In terms of configuration, the new car is equipped with tire pressure monitoring, parking radar, cruise control, 8-way electric adjustment for the main driver/4-way electric adjustment for the co-pilot, ventilation for the front seats, and heating for the front seats.
In terms of power, the new car is equipped with a 3.5L engine and matched with a 6TIP gearbox.
Analysis:
5.New Jeep guide
Time to market: January 4, 2019 Sales price: 159,800-241,800 yuan.
Engine: 1.4T, 2.4L transmission: 6-speed manual, 7-speed dual clutch, 9-speed automatic manual.
Body size: 4415/1819/1645mm
Analysis:
6.New Peugeot 308
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On January 10th, the new Peugeot 308 went on the market, and seven new cars were launched, with the price range of 89,700-135,700 yuan.
In terms of appearance, the new car adopts inverted trapezoidal air intake grille with internal hollow rectangular strip design.
For the interior, the new car adopts three flat-bottomed steering wheels and an embedded central control panel design.
In terms of power, the new car is equipped with 1.2T and 1.6L engines, matching the 5MT and 6TIP gearboxes.
Analysis:
7.New fengshen AX7 Classic Edition
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On January 10th, the new fengshen AX7 Classic was launched, and three new cars were launched, with the price range of 89,800-119,800 yuan.
In terms of appearance, the new car adopts a three-banner chrome grille shape with a brand logo embedded in the center.
In terms of configuration, the new car comes standard with electric sunroof, front and rear fog lights, electric heating of exterior rearview mirror, leather multi-function steering wheel, leather seat, air outlet of rear air conditioner, tire pressure monitoring and reversing image.
In terms of power, the new car is equipped with 1.5T and 1.6T engines, matching 5MT and 6TIP gearboxes.
Analysis:
8.New Kawei Louis
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On January 4th, the new Kawei Louis was launched, and two new cars were launched, with the price range of 108,800-112,800 yuan.
In terms of appearance, the new car adopts a ten-hole air intake grille with square headlights on both sides.
In terms of configuration, the new car is equipped with a 10.4-inch large screen, double airbags in the front row, tire pressure monitoring, automatic air conditioning, and a four-position steering wheel with leather seats.
In terms of power, the new car is equipped with a 2.0T engine and matched with a 5MT gearbox.
Analysis:
9.New Weilang hatchback
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On January 10th, the new Weilang hatchback went on the market, and five new cars were launched, with the price range of 135,900-185,900 yuan.
In terms of appearance, the new car is basically the same as the old model.
In terms of configuration, the new car is equipped with reversing images, cruise control, engine start and stop, electric sunroof and rearview mirror heating.
In terms of power, the new car is equipped with 1.5L and 1.5T engines, matching 6MT and 7DCT gearboxes.
Analysis:
10.New Zotye Sesame eZ
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On January 7th, the new Zotye Sesame eZ was launched, with a new car price of 129,800 yuan and a state subsidy of 45,000 yuan.
In terms of appearance, the new car adopts a narrow banner grille with long and narrow headlights on both sides.
In terms of configuration, the new car is equipped with electric adjustment of the exterior rearview mirror, rear parking radar, reversing video image, and delayed turn-off of headlights.
In terms of power, the new car is equipped with an electric motor with a comprehensive cruising range of 330km.
Analysis:
11.Chang ‘an Auchan CX70T Tianqing Edition
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On January 10th, Changan Auchan CX70T Tianqing Edition was launched, and the price of the new car was 100,900 yuan.
In terms of appearance, the new car adopts a large-size grid-like lattice front grille shape.
In terms of configuration, the new car is equipped with headlights with delayed turn-off, daytime running lights, rearview mirror electric folding, keyless start/entry, 11-inch central control panel, reversing radar and so on.
In terms of power, the new car is equipped with a 1.5T engine and matches the 6TIP gearbox.
Analysis:
12.Chang’ an auchan X70A1.3T
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On January 10th, Changan Auchan X70A1.3T was launched, and three new cars were launched, with the price range of 70,900-85,900 yuan.
In terms of appearance, the new car is basically the same as the regular version.
In terms of configuration, the new car is equipped with body stability control, traction control, reversing radar, front and rear independent air conditioning, rearview mirror heating and multi-function steering wheel.
In terms of power, the new car is equipped with a 1.3T engine and matched with a 6MT gearbox.
Analysis:
III. Macroeconomics and Policies
1.Development and Reform Commission: A new policy to encourage automobile consumption will be introduced this year.
Recently, Ning Ji Zhe, deputy director of the National Development and Reform Commission, said that although the overall size of China’s automobile market is close to 30 million vehicles in 2018, the market potential still exists, and consumers still have the demand for reasonable consumption, green consumption and upgrading consumption. Automobile products have been explored from the urban market to the rural market, and the National Development and Reform Commission is considering formulating relevant policies to encourage consumers at this level to buy cars and other consumption behaviors.
Analysis:
2.Development and Reform Commission: We are considering formulating policies to encourage rural car purchase.
In an interview with the media, the deputy director of the National Development and Reform Commission said: Automobile products have been explored from the urban market to the rural market, and the National Development and Reform Commission is considering formulating relevant policies to encourage consumers at this level to buy cars and other consumption behaviors. In addition, in terms of foreign investment, it is also mentioned that the scope of encouraging foreign investment should be expanded in 2019, and new energy vehicles and power batteries will become major foreign investment projects.
Analysis:
3.Eleven departments, including the Ministry of Ecology and Environment: Notice on Printing and Distributing the Action Plan for Combating Pollution of Diesel Trucks.
The main contents of the Action Plan for Pollution Control of Diesel Truck include: 1. General requirements; 2. Clean diesel vehicles; 3. Clean diesel engines; 4. Clean transportation; 5. Clean oil products; and 6. Safeguard measures. There are 26 specific requirements in six aspects.
The target indicators of the Action Plan are: by 2020, the emission compliance rate of diesel trucks will be significantly improved, the quality of diesel and urea for vehicles will be significantly improved, the total emission of nitrogen oxides and particulate matter from diesel trucks will be significantly reduced, the concentration of nitrogen dioxide in the air of key cities will be gradually reduced, the capacity and level of vehicle emission supervision will be greatly improved, the national railway freight volume will be significantly increased, and a green, low-carbon, clean and efficient transportation system will be initially formed.
—— The qualified emission rate of diesel vehicles in use in China has reached 90%, and the emission rate in key areas has reached more than 95%, and the phenomenon of black smoke from exhaust pipes has basically been eliminated.
—— The qualified rate of sampling inspection of diesel oil and vehicle urea in China reached 95%, and the key areas reached more than 98%, and the phenomenon of illegal production and sale of counterfeit and inferior oil products was basically eliminated.
—— The national railway freight volume increased by 30% compared with 2017, and it was initially realized that medium and long-distance bulk goods were mainly transported by rail or waterway.
The clean diesel vehicle action in the Action Plan includes the following six requirements: strengthening the supervision of environmental protection standards for newly produced vehicles, strengthening the supervision and law enforcement of in-use vehicles, strengthening the emission inspection and maintenance management of in-use vehicles, accelerating the elimination and in-depth management of old vehicles, promoting the construction and application of monitoring systems, and promoting the intensive development of related industries.
Analysis:
4.Motor Vehicle Emission Monitoring Center of the Ministry of Ecology and Environment: Public Summary of Environmental Protection Information of National Six Light Vehicle Models (January 4, 2019)
As of January 3, 2019, a total of 822,784 vehicles with 918 models (1,664 information disclosure numbers) from 59 enterprises have been disclosed in the National Sixth Environmental Protection Information, an increase of 27 vehicles and 49,796 vehicles compared with last week’s summary. Among them, there are 46 domestic manufacturers, 682 models and 696,183 vehicles, and 13 foreign manufacturers, 236 models and 126,601 vehicles; There are 57 light gasoline vehicle enterprises with 862 models and 807,240 vehicles, and 21 light hybrid vehicle enterprises with 56 models and 15,544 vehicles. The public models are all Guoliu B (except one imported model is Guoliu A).
Analysis:
5.11 departments jointly issued a document: actively promote new energy logistics distribution vehicles
Recently, the Ministry of Ecology and Environment, the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Finance and other 11 departments jointly issued the Action Plan for Fighting Pollution Control of Diesel Freight Cars. It is mentioned in the Plan that new energy or clean energy vehicles will be adopted for buses, sanitation, postal services, taxis, commuters and light logistics vehicles newly added and updated in urban built-up areas, and the proportion of vehicles used in key areas will reach 80%.
Analysis:
6.Jinan: Low-speed electric vehicles have a three-year transition period.
Jinan Economic and Information Network released the Implementation Plan of Jinan on Strengthening the Management of Low-speed Electric Vehicles. It is mentioned in the plan that a three-year transition period is set for in-use vehicles, and it is encouraged to accelerate the elimination of in-use low-speed electric vehicles through replacement, repurchase and scrapping.
Analysis:
7.Nanjing: Released Nanjing Action Plan for Building New Energy Vehicle Industry Landmarks.
Nanjing issued the Action Plan for Building New Energy Vehicle Industry Landmark in Nanjing, proposing to strive to achieve 300,000 new energy passenger cars in 2020, 1 million new energy commercial vehicles in 2025, 50,000 new energy commercial vehicles and 100,000 new energy commercial vehicles respectively.
Analysis:
8.Ministry of Industry and Information Technology: Issued the 315th batch of Announcement on Road Motor Vehicle Manufacturers and Products.
The Ministry of Industry and Information Technology issued the 315th batch of Announcement of Road Motor Vehicle Manufacturers and Products. A total of 496 automobile, motorcycle and low-speed automobile manufacturers have applied for this batch of Announcement, with a total of 2,103 new products. At the same time, this batch of announcements released the Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles (13th batch in 2018), including 95 models from 48 enterprises, including 83 models from 45 enterprises for pure electric products, 10 models from 4 enterprises for plug-in hybrid power products and 2 models from 2 enterprises for fuel cell products.
Analysis:
9.The Ministry of Industry and Information Technology released the 13th batch of new energy vehicle catalogue.
A few days ago, the Ministry of Industry and Information Technology released the Catalogue of Recommended Models for the Promotion of New Energy Vehicles (13th batch in 2018), which included 95 models of 48 enterprises, including 83 models of pure electric products of 45 enterprises, 10 models of plug-in hybrid products of 4 enterprises, and 2 models of fuel cell products of 2 enterprises.
In the list of products released this time, Dongfeng Nissan, Buick, Beiqi New Energy, Emgrand, Jianghuai, Yundu and BYD are included in the recommended catalogue.
Analysis:
10.Guangdong province issued the technical specification for the construction of electric vehicle charging facilities.
In order to implement the requirements of the Opinions of Guangdong Provincial People’s Government on Accelerating the Innovation and Development of New Energy Automobile Industry, and the tasks of "100% charging facilities must be built or installation conditions must be reserved for parking spaces in new residential buildings, and relevant standards should be included in architectural design and acceptance specifications", the Guangdong Provincial Department of Housing and Urban-Rural Development recently issued the Guangdong provincial standard "Technical Specification for Charging Infrastructure Construction of Electric Vehicles", which will be implemented on February 1, 2019.
The highlights are as follows: the content is comprehensive and operability is strong; The basic principles of electric vehicle charging infrastructure construction are clarified; Unify the technical measures and acceptance requirements of power supply and distribution design of electric vehicle charging infrastructure; Attach importance to fire safety and combine safety with development.
Analysis:
11.Shanghai: Release relevant operation procedures to encourage the purchase and use of new energy vehicles.
Shanghai issued the "Notice of Shanghai Economic Information Commission on Issuing the Relevant Operating Procedures of Shanghai’s Measures for Encouraging the Purchase and Use of New Energy Vehicles in 2019", which stipulated the relevant operating procedures of Shanghai’s measures for encouraging the purchase and use of new energy vehicles in 2019. In addition, the notice also pointed out that manufacturers of new energy vehicles can help the intended users who have passed the audit to build their own or special charging facilities.
Analysis:
12.Shenzhen: Notice on Accessing Operation Monitoring Data of Pure Electric Logistics Vehicles
Shenzhen Port and Shipping Freight Bureau issued the "Notice on Developing Data Access for Operation Monitoring of Pure Electric Logistics Vehicles". According to the notice, in order to ensure the smooth development of the pure electric logistics distribution vehicle operation funding project, it is decided to enable the pure electric logistics distribution vehicle operation data access supervision platform, which is applicable to pure electric logistics vehicles registered and engaged in operation business in Shenzhen after January 1, 2017.
Analysis:
13.Shijiazhuang: released a three-year operational plan
Shijiazhuang Municipal People’s Government issued the "Three-year Action Plan for Winning the Blue Sky Defence War in Shijiazhuang City (2018-2020)", which mentioned that it will cultivate and expand the new energy automobile industry. Increase support for the new energy automobile industry, strengthen the factor guarantee, focus on the construction of Chery Shijiazhuang new energy automobile production base, CRRC Shijiazhuang new energy automobile production base and other projects, and build a new energy automobile manufacturing base in North China.
Analysis:
14.Nanjing released the new energy plan for 2020.
Recently, Nanjing issued the Action Plan for Building New Energy Vehicle Industry Landmark in Nanjing, proposing to strive to achieve 300,000 new energy passenger cars in 2020, 1 million new energy commercial vehicles in 2025, 50,000 new energy commercial vehicles and 100,000 new energy commercial vehicles respectively.
Analysis:
15.Bureau of Statistics: In December 2018, CPI increased by 1.9% year-on-year.
In December 2018, the national consumer price rose by 1.9% year-on-year. Among them, cities rose by 1.9% and rural areas rose by 1.9%; Food prices rose by 2.5%, and non-food prices rose by 1.7%; Consumer goods prices rose by 1.7% and service prices rose by 2.1%.
Analysis:
16.Bureau of Statistics: In December 2018, PPI rose by 0.9% year-on-year.
In December 2018, the ex-factory price of industrial producers nationwide increased by 0.9% year-on-year and decreased by 1.0% quarter-on-quarter.
Analysis:
17.In 2018, the central government will increase local transfer payments and promote coordinated regional development.
The central government’s budget for transfer payments to local governments was 6.22 trillion yuan, an increase of 9% over the previous year, the highest increase since 2013. Two, the comprehensive use of fiscal and taxation policies to support regional coordinated development. Adjust and improve the general transfer payment method from the central government to the local government, increase the balanced transfer payment, and promote the coordinated development of regions.
Analysis:
18.Foreign exchange bureau: At the end of 2018, the scale of China’s foreign exchange reserves was 3,072.7 billion US dollars.
By the end of December 2018, the scale of China’s foreign exchange reserves was US$ 3,072.7 billion, up US$ 11 billion or 0.4% from the end of November.
Analysis:
19.Central Bank: RRR cut by 1 percentage point
The news released by the central bank shows that the deposit reserve ratio of financial institutions will be lowered by 1 percentage point. Among them, it was lowered by 0.5 percentage points on January 15 and January 25, 2019 respectively.
Analysis:
20.Intellectual Property Office: In 2018, the number of invention patents per 10,000 population in China reached 11.5.
By the end of 2018, the number of invention patents in China (excluding Hong Kong, Macao and Taiwan) totaled 1.602 million, and the number of invention patents per 10,000 population reached 11.5.
Analysis:
Five,Enterprise information tracking
1.Audi China Lu Yi became Executive Vice President.
It was learned from the official of Audi China that Lu Yi, former general manager of Dongfeng Yingfinidi and Yingfinidi China, will officially become the executive vice president of Audi China, responsible for coordinating the marketing and sales-related business of Audi brand in China, and report directly to Ouyang Qian, president of Audi China.
Analysis:
2.The BMW 2+4 strategy is fully implemented.
Around the "2+4" strategy, that is, to maintain the growth of BMW brand and MINI brand as well as the process of A.C.E.S
In 2018, BMW perfected the trinity R&D system of Shenyang, Beijing and Shanghai, which is the largest overseas R&D center established by BMW outside Germany. Among them, Shenyang covers industrial 4.0 production and power battery research and development, Beijing R&D Center is responsible for consumer market research, access, engineering testing, etc., while Shanghai involves design studios, digital services (APP), autonomous driving and other teams, through a series of forward-looking technical layout, industry tracking, etc. to ensure BMW’s leading position in the industry. In addition, BMW has a science and technology team, which keeps track of the leading technology in the industry by studying the urbanization process, consumers, laws and regulations, and cooperating with domestic technology companies.
In terms of "A.C.E.S", BMW has carried out a new round of layout in the past year. In terms of autonomous driving, BMW and Baidu reached a strategic cooperation, joined the Baidu Apollo program, and became a member of the board of directors. At the same time, BMW also obtained an autonomous driving test license in Shanghai; In terms of Zhilian, BMW launched the BMW Cloud Internet APP with more than 1.5 million users. In addition, BMW will introduce IPA intelligent personal assistant in the second half of this year, which comes with AI learning function.
In terms of electrification, BMW launched the iX3 electric car at the Beijing Auto Show, and announced that it will officially make iX3 in 2020 and export it to the global market. At the same time, BMW will also bring many new I-series models such as iNEXT to China; In terms of sharing, BMW became the first foreign car company to obtain a license for network car operation, and further expanded its ReachNow instant travel? Business scope, covering time-sharing car rental and high-end network car rental market.
According to relevant data, in the first 11 months of 2018, BMW Group sold 577,058 new cars (including MINI brand) in China market, up 6.4% year-on-year. Among them, stimulated by the reduction of import tariffs and the listing of a number of new cars, BMW achieved double-digit growth for four consecutive months from August to November, ahead of the overall growth rate of the luxury car market in the same period.
In 2019, the BMW brand will continue to innovate at the product level. Flagship models represented by full-size SUVX7 and large coupe 8 Series will be launched one after another, and a new generation of domestic 3 Series cars and other vehicles will also be launched one after another.
Analysis:
3.BMW cooperates with Tmall Elf.
BMW and Tmall Elf jointly announced that BMW models equipped with Tmall Elf intelligent car system will be officially mass-produced in October 2019. The new car will support the "home-car interconnection" function and provide the voice interaction and AI service capabilities of Tmall Elf. It is reported that in the future, BMW’s mainstream models will be connected to Tmall Elf service one after another.
Analysis:
4.Mercedes-Benz Shunyi new energy vehicle production line was put into production during the year.
On the morning of January 7, the "two sessions" in Shunyi District opened. A reporter learned at the meeting that the new energy vehicle production line of Beijing Benz, which is located in Zhaoquanying Town, will be completed and put into operation during the year. At present, the project is progressing smoothly as a whole, and it is expected that the first new energy vehicle will be rolled off the assembly line in October this year. It is estimated that by 2025, Shunyi intelligent new energy automobile industry will achieve a total industrial output value of 250 billion yuan, cultivate five leading enterprises with a capacity of over 300,000 new energy vehicles.
On May 12, 2018, Beijing Benz held a signing ceremony for the strategic restructuring project in Shunyi. According to the plan, the total investment of Beijing Mercedes-Benz strategic restructuring project is 11.9 billion yuan, and it will be built into a Mercedes-Benz high-end new energy vehicle production base with the most advanced production technology standards in the world. The first phase of the project has an annual production capacity of 150,000 vehicles, with an estimated annual output value of 50 billion yuan and an annual tax revenue of about 7 billion yuan. The annual production capacity will be expanded to 300,000 vehicles in the future according to development needs.
Analysis:
5.BYD’s annual sales in 2018 increased by 23% year-on-year
BYD sold 500,028 vehicles in 2018, a year-on-year increase of 23%. In addition, the annual sales volume of new energy vehicles reached 227,152, a year-on-year increase of 108%. Song MAX, who pioneered the home MPV, will also launch plug-in hybrid models this year to further meet market demand.
Analysis:
6.Volkswagen and FAW set up a joint venture to promote the erection of fast charging network
Volkswagen Group is cooperating with local partners to build a network of fast charging stations in China as part of its multi-billion-dollar investment in promoting electric vehicle sales in the world’s largest market.
Anonymous sources pointed out that Volkswagen and its long-term automobile manufacturer partner, China FAW Group, will set up a joint venture for this purpose, each of which will own 30% of the country’s charging facilities, and two other China companies will hold the remaining shares.
Analysis:
7.Dongfeng Honda builds a factory-the first SUV of electric vehicles will be rolled off the assembly line in April.
Zheng Chunkai, executive deputy general manager of Dongfeng Honda Automobile Co., Ltd., said when communicating with the online auto market that the construction project of the third factory of Dongfeng Honda was completed at the beginning of this year. The third factory project is planned to be implemented in two phases. After the completion of the first phase project, Dongfeng Honda will increase its annual production capacity by 120,000 units, which is 23.4% higher than the existing production capacity, and will have the production capacity of new energy vehicles and put into production HEV and PHEV models one after another. According to the EIA information, the new plant will be put into production in April this year, and the first production model will be Cr-V.
According to the capacity planning information of Dongfeng Honda, Dongfeng Honda will put into production cars, SUVs, MPV and new energy vehicles, as well as 1.5L/2.0LHEV and PHEV power in the third plant. Godric, Jingrui and XR-V under Dongfeng Honda currently have models equipped with 1.5L naturally aspirated engines. In the future, the redesigned and replaced models of these three models are expected to be replaced with new 1.5L hybrid systems and plug-in hybrid systems.
Analysis:
8.Dongfeng tu yi Guo Liu b products are on sale
As a small light truck model that breaks through the "last mile of logistics", Dongfeng Tuyi, a product of Dongfeng Motor Co., Ltd., has quickly won the top spot among similar products in the market because of its beautiful appearance, agility of small trucks, bearing capacity comparable to that of light trucks and comfort like cars, and its sales volume has exceeded 7,000 in less than one year.
The Dongfeng Tuyiguoliu B product listed this time is equipped with a 1.5L Liuji 4A15Q6 engine with 110 Ma Chao and high horsepower. There are three kinds of wheelbase, 2.6m/2.8m/3.0m, and special-purpose vehicles have been developed at the same time, totaling 8 basic vehicles, which can be converted into various special-purpose vehicles for urban logistics.
Analysis:
9.Dongfeng yueda Kia released a new car plan.
It is learned from the official of Dongfeng yueda Kia that in 2019, Dongfeng yueda Kia will launch five new models, including the new generation KX5 which will be launched in March, the replacement K3 which will be launched in the first half of the year, and the small and medium-sized SUV and two new energy vehicles which will be launched in the fourth quarter.
Analysis:
10.GAC Fick will produce Jeep hybrid models by adjusting its product structure.
It is learned from the official of GAC Fick that GAC Fick will reduce the annual production capacity of Linea series cars and C-HB series cars (Fiat Feixiang and Zhiyue) by 0.6 million vehicles respectively, with a total reduction of 12,000 vehicles; An annual production capacity of 12,000 new PHEV models with a total production capacity of 90,000 vehicles was added, and the overall production capacity remained at 210,000 vehicles.
Analysis:
11.Guoxuan Hi-Tech Trial Production of High Nickel 811 Soft Battery in 2019
Guoxuan Hi-Tech recently publicly stated that its ternary 811 flexible battery core with an energy density of 302Wh/kg has recently passed the mid-term inspection by the Ministry of Science and Technology, and will be put into trial production in 2019, and the supporting 1GWh flexible battery production line will have production capacity in January 2019.
Analysis:
12.Geely released the new car plan for 2019.
Li Shufu, chairman of Geely Holding Group, revealed in his New Year speech that Geely will launch 14 models in 2019, including 6 brand-new models and 8 redesigned/added models, including FY11, Jiaji, SX12 and the new Emgrand. In terms of new energy, GE11, new Emgrand GSe and Binyue PHEV will be launched.
Analysis:
13.The sales volume of Jianghuai new energy products broke out and soared in 2018.
It was learned from Jianghuai Automobile official that the cumulative sales volume (including passenger cars and commercial vehicles) in 2018 was 462,447, a year-on-year decrease of 9.48%; Among them, the sales volume of pure electric vehicles was 63,671, a substantial increase of 125.28% year-on-year.
In terms of new energy vehicles, a total of 63,671 pure electric vehicles were sold in 2018, a substantial increase of 125.28% year-on-year. The annual sales volume of car series was 48,498, an increase of 41.1% compared with last year.
Analysis:
14.Jietu released the new car plan for 2019.
It is learned from the official of Jietu Automobile that Jietu will officially release the Jietu X95 in 2019. The new car is positioned in a medium-sized SUV and is expected to be launched in the third quarter. In the field of new energy, Jietu will launch the first pure electric vehicle-X70SEV. In the future planning, Jetway will also launch MPV products, which are scheduled to be released in 2020.
Analysis:
15.Kangdi/Senyuan/Guoxin obtained the qualification of new energy production to catch the last bus.
It was officially learned from Kangdi Electric Vehicle Group, Jiangsu Guoxin New Energy Vehicle Co., Ltd. and Henan Senyuan Electric Vehicle Co., Ltd. that all three enterprises have been approved by the National Development and Reform Commission to build a new pure electric passenger car construction project. This also means that these three car companies have become the last batch of new energy enterprises approved by the National Development and Reform Commission before the Regulations on Investment Management in the Automobile Industry officially implemented on January 10.
On January 8, Jiangsu Rugao Kangdi Electric Vehicle Jiangsu Co., Ltd. received a notice from Jiangsu Development and Reform Commission on the approval of the project of Kangdi Electric Vehicle Jiangsu Co., Ltd. with an annual output of 50,000 pure electric passenger cars. Kangdi Electric Vehicle Group Co., Ltd. is jointly established by Geely Holding Group and Kangdi Technology Group, each holding 50% equity. The approved project is located in Rugao City, Jiangsu Province.
On the same day, the project of Jiangsu Guoxin New Energy Passenger Car Co., Ltd. with an annual output of 70,000 carbon fiber lightweight pure electric passenger cars of tinghu district Jiangsu Guoxin New Energy Automobile Co., Ltd. was also approved by Jiangsu Development and Reform Commission. Guoxin New Energy Automobile Co., Ltd. is one of the founders of Chinese Express. Its project site is located in tinghu district, Yancheng City, Jiangsu Province, with a total construction area of nearly 170,000 square meters, with a total investment of 2.95 billion yuan and fixed assets investment of 2.16 billion yuan.
On January 9th, Xuchang Henan Senyuan Electric Vehicle Co., Ltd. received the approval of Henan Provincial Development and Reform Commission on the construction project of Henan Senyuan Electric Vehicle Co., Ltd. with an annual output of 50,000 pure electric passenger cars. Senyuan’s construction project with an annual output of 50,000 pure electric passenger cars is located in Xuchang City’s urban-rural integration demonstration zone. According to previous news, relevant units in Xuchang City have planned 3,000 mu of land as the production base of Senyuan passenger cars, and the project investment exceeds 10 billion yuan.
Analysis:
16.SAIC MG’s Product Plan Exposure in 2019
It is learned from the official of SAIC MG that it will launch a number of new cars in 2019, including plug-in hybrid model MG eHS, pure electric model MG EZS, mid-term redesigned MG ZS, new MG 6 (adding BOSE audio) and so on. At the same time, MG will continue to promote overseas projects in 2019, and MG EZS, MG 6 and MG HS will all land in overseas markets one after another.
Analysis:
17.Shenzhou X Baowo: An attempt to create a new retail model that subverts tradition.
On January 8th, UCAR and Baowo Automobile released a brand-new strategy, announcing the launch of a new retail platform of Baowo Automobile in China. Through the transformation of industrial chain and platform empowerment, the separation of production and marketing, channel remodeling, automobile consumption reconstruction and new retail of automobiles were fully realized. The new retail model of Shenzhou Baowo Automobile will redefine the relationship among OEM, dealers and consumers, and create efficient channels, sinking networks and flexible products through the core transformation of "from heavy to light".
First of all, to realize the separation of automobile production and sales, the OEM will focus on product research and development, production and after-sales service, and the new retail platform of Shenzhou Baowo Automobile will serve as an enabler, fully empowering dealers in terms of brand, finance, inventory, traffic, scenarios, informationization, etc., while dealers will return to the essence of sales, zero inventory and go into battle lightly; Secondly, the new retail platform of Shenzhou Baowo will break the status quo of high cost, low efficiency and far distance from customers of traditional 4S stores, start the channel sinking plan of "Thousands of Stores in Cities", and change the original 4S store model into diversified retail outlets such as brand flagship stores, authorized franchise stores and special sales points, which are infinitely close to users.
Thirdly, focusing on improving the user experience and reducing the decision-making cost of users, based on the "car rental+special car" car sharing network of UCAR covering the whole country, with the help of online APP operation and big data analysis, innovative services such as 0 down payment, deep test drive, 90-day unreasonable car return and fully transparent after-sales maintenance are launched to realize the light consumption mode of cars that can be bought first, returned and exchanged.
Lu Zhengyao, chairman and CEO of UCAR, believes that the traditional automobile production and marketing model has been unable to adapt to the changes of new technologies and new consumption in terms of cost, efficiency and user experience. The "new retail of automobiles" based on pure e-commerce platform and the direct sales model represented by new forces have not really solved the problems of efficiency and customer experience. The real new automobile retail is not to abandon dealers, but to empower dealers. It is to create brand-new efficiency and better customer experience through the comprehensive reconstruction of the cost structure of the entire industrial chain, and to redefine the relationship between OEMs, dealers and consumers, release channel energy, and optimize the efficiency of people, goods and markets in automobile consumption.
At the press conference, BrunoLambert, global president of Baowo Automobile, introduced the current trend of technological change in the global automobile industry, saying that Baowo Automobile will continue to focus on product research and development and manufacturing under the empowerment of the new model, devote itself to the electrification, networking, intelligence and sharing of a new generation of automobiles, gather global resources, accelerate product iteration, expand the scale of production and sales, and become a "car-making roof of the world" between the traditional OEM and the new car-making forces. .
Analysis:
18.Tesla Giga Shanghai officially started construction. Musk came to the scene.
According to the plan, Shanghai Super Factory will integrate R&D, manufacturing, sales and other functions, with a total investment of 50 billion yuan and an investment of 16 billion yuan in the first phase. At the initial stage, the assembly production line will be built first, and then the localization process of Tesla will be promoted. The first-phase production capacity is 250,000 vehicles/year, and the total production capacity target is 500,000 vehicles/year. Previously, Musk said that most of the funds needed for Tesla to build a factory would be raised by issuing bonds.
According to Musk’s previous statement, building a factory in China can reduce the transportation cost by at least $3,600, and greatly reduce the cost through domestic supply chain and China labor force. The price of Tesla may be reduced by one third. Although the production capacity of model3 has been improved, the fourth quarter delivery data released recently did not meet expectations, and the unexpected price reduction measures taken nationwide in the United States caused the stock price to drop significantly. HargreavesLansdown, a brokerage, predicts that Tesla’s price cut will reduce its revenue by $700 million in 2019.
Analysis:
19.Tucki G3 upgraded OTA for the first time, adding "vehicle key calling" function.
Xpeng Motors officially pushed OTA upgrade to Xiaopeng G3 users for the first time. This OTA upgrade has optimized the capabilities of XPILOT2.5, X-MartOS and battery pack, and added the function of "vehicle key calling".
Analysis:
20.82.50% of the equity of Mustang Auto was officially listed for sale, and the reserve price was 1.2 billion.
Sichuan Mustang Automobile Co., Ltd. officially listed and sold 990 million shares (82.50% equity) on the Beijing Equity Exchange, with a reserve price of 1.2 billion yuan.
Analysis:
21.FAW-Volkswagen continues to innovate! The third brand was released in Germany on February 26th.
From February 25th to 27th, local time, the new brand of FAW-Volkswagen will be released in Wolfsburg, Germany, the headquarters of Volkswagen Group. The new brand is also a brand-new sub-brand of Volkswagen Group. The new brand will be positioned as a young and modern brand image, and a brand-new LOGO will be launched, further embodying the business philosophy of FAW-Volkswagen’s continuous innovation.
Analysis:
Six,Industry information tracking
1.The goal of power battery in 2020 is difficult to achieve.
He also believes that the subsidy policy drives enterprise decision-making, and the frequent adjustment of subsidies is not conducive to product quality verification. "The subsidy policy changes every year, which does not match the product development cycle". The improvement and development cycle of power battery materials generally takes 24-28 months, including 8 months of material development, 10 months of test and verification, 3 months of single product certification and 5 months of real vehicle verification. Some enterprises blindly pursue high specific energy to obtain subsidies and shorten the test and verification time. In 2020, the energy density of power battery monomer will reach 300Wh/kg and 0.6 yuan/Wh; The energy density of power battery system reaches 220Wh/kg and 1.0 yuan/Wh; Cycle life is 1500 times. He said that at present, it is difficult to achieve this goal.
Analysis:
2.Is spring in the charging pile market far behind?
The recovery period of charging pile construction is long. At present, all enterprises only rely on the charging service fee to recover some previous investments. In addition, the market development is very uneven, and the public charging infrastructure operators are highly concentrated, so most enterprises have a hard time.
Analysis:
3.The best time for travel service is also the worst time.
According to the financial data released by Didi Chuxing, in the first half of 2018, the loss amount of Didi Chuxing rapidly expanded to 4.04 billion yuan, 61% higher than the loss amount of 2.5 billion yuan in 2017.
At present, there are at least 600 players in the car-sharing market, ranging from leading enterprises operating tens of thousands of vehicles to "mom-and-pop shops" with only dozens of cars.
That is, it has stable transportation capacity, the ability to acquire passengers and reshape the travel experience.
In the future market development, the standard of survival of the fittest for travel platforms lies in the "quality" audit. The platform provides convenient travel while giving consideration to service and safety. It will be difficult for illegal and legal platforms to survive, and the whole industry will enter a new stage of healthy and vigorous development.
Analysis:
5.The new trend of building cars in commercial vehicles is emerging, and OEM production is a way out.
■ OEM production or a shortcut to mass production. "The automobile industry is a standardized industry, not to mention how strict and high the standard requirements for core technologies and access qualifications are, and the coordinated operation of complex procedures of a car is dazzling, not to mention the research and development and production of the main body and core components of the vehicle. OEM production may be a new way for commercial vehicles to build cars.
Analysis:
Five,Multinational groups and international markets
1.Sales of electric vehicles in the United States soared by 80% in 2018. Tesla Model3 smashed other cars for several streets.
In 2018, the cumulative sales of electric vehicles in the United States reached 358,645, a surge of 80% compared with 2017. This is mainly due to the delivery of Tesla Model3. In December last year, the sales volume of Tesla Model3 reached a new record, reaching nearly 25,000 vehicles; In 2018, Model3 sold 139,513 vehicles in the US market, accounting for 39% of the market share, making it the best-selling electric vehicle in the United States.
Toyota Prius Prime ranked second in the US electric vehicle sales list in 2018 with a cumulative score of 27,595 vehicles, achieving a sales increase of 31% compared with 2017. Prius Prime is a plug-in hybrid vehicle, which was first introduced to American consumers in 2016 and has sold more than 50,000 vehicles since its listing in the United States.
Analysis:
2.Uber sells Singapore car rental subsidiary
Uber sold its Singapore car rental subsidiary to a joint venture company, further divesting its local business. The business price is about $257 million, including about 8,000 cars.
Analysis:
3.Audi sold 1,812,500 vehicles worldwide in 2018.
In 2018, the global sales of Audi brand reached about 1,812,500 vehicles. Since the beginning of 2018, Audi has updated Audi A1, Audi A6, Audi A7, Audi Q3 and other important models in Europe, and the sales of the updated models account for nearly one-third of the sales in Europe. In China, Audi has been leading the luxury car market for 30 consecutive years. In the North American market, Audi’s annual sales in 2018 were basically the same as last year. In December, Audi sold about 154,550 vehicles worldwide.
Analysis:
4.Baiteng’s C round of financing wants to raise 500 million US dollars, and the company’s valuation exceeds 4 billion US dollars.
Baiteng Automobile plans to start a new round of financing, hoping to raise at least 500 million US dollars to support the company’s further development. This move will make this three-year-old company worth more than $4 billion.
Analysis:
5.Mercedes-Benz aims to become a mass production giant of self-driving cars.
ChristophSchroeder, a Mercedes-Benz executive, said in an interview with the German newspaper Le Monde that Mercedes-Benz’s goal is not to be the first manufacturer to develop self-driving cars, but to be one of the first two manufacturers to apply autonomous driving technology on a large scale.
At present, Uber, Google, GM, Volkswagen and other automakers and technology companies are preparing to launch self-driving taxi services to enter the online car market. At present, Waymo, owned by Google, has the longest test mileage. Competitors such as Volkswagen Group also admit that Waymo is ahead of other competitors in developing self-driving prototypes. However, Mercedes-Benz did not worry about Waymo taking the lead.
Analysis:
6.Bosch and Mojio released a new comprehensive emergency response plan for the Internet of Things.
Bosch and Mojio released a comprehensive emergency response scheme based on the Internet of Things, which was jointly developed by the two companies. The new scheme adds collision detection and emergency call response functions to Mojio’s current car networking scheme. Simply connect this plug-and-play device to the OBD-II port of the vehicle and use this function through a mobile phone application.
Analysis:
7.Daimler invested $570 million to develop self-driving trucks.
On January 8, Daimler Commercial Vehicles announced on Monday that it intends to invest 500 million euros (about 573 million US dollars) in developing highly self-driving trucks in the new year, which will bring more than 200 new employment opportunities.
At the same time, the new Funalai Cascadia with L2 autopilot was released. Of course, L2 is only in the initial stage, and the development of L4 self-driving trucks will be accelerated in the future.
Analysis:
8.Denso signed a cooperative research and development agreement with Dellfer company
Denso signed a cooperative R&D agreement with Dellfer Company to jointly promote ——ZeroDayGuard1.0, a safety scheme for vehicle networking, to the automobile market. ZeroDayGuard is an Internet of Things network security solution under Dellfer, which can use built-in code to implement protection to prevent zero-day vulnerabilities of Internet of Things devices.
Analysis:
9.Toyota releases Guardian system, which combines automatic driving with safety.
On the 7th, Toyota introduced the Guardian driver assistance system at CES 2019, aiming at assisting drivers to operate, improving driving safety and preventing accidents.
Analysis:
10.Toyota released a new self-driving prototype based on Lexus LS.
Toyota Research Institute shows its latest self-driving prototype TRI-P4. The car is based on the all-new Lexus LS500h hybrid car. Toyota will continue to develop its Chauffeur and Guardian driving technology using the TRI-P4 test platform.
Analysis:
11.Canada’s sales in 2018 fell for the first time in nearly a decade, and fell by 6.5% in December.
In 2018, the sales of new cars in Canada declined for the first time in the past decade, with a total of 2,003,506 vehicles sold, down 1.9% compared with 2017.
Affected by the Great Depression in 2008, the sales volume of new cars in Canada declined in 2009, which was 11% lower than that in 2008. The decline in sales in 2018 was further aggravated in December, when a total of 116,605 new cars were sold, down 6.5% from the same period last year.
Analysis:
12.Mazda will launch a brand-new high-efficiency engine to enhance brand power
In 2019, Mazda will apply new technologies such as SKYACTIVE-X engine to new products, including the new Mazda 3 to be launched before the end of this year and SUV models produced in Japan. Although Mazda’s performance is stagnant at present, it is difficult to give priority to investment, but the company is considering improving its brand strength through new products and accumulating strength for future growth.
"In the 110-year history of mass production of internal combustion engines, this engine has never been promoted and applied by any other company."
Analysis:
13.Ford Motor Company of the United States will deploy cellular car networking technology based on 5G.
Ford Motor Company of the United States announced that it will deploy cellular car networking technology based on 5G network for new cars listed in the United States from 2022, which can realize early warning and other functions and help to further improve road traffic safety.
Analysis:
14.Research and development of magnesium-based batteries for electric vehicles by E-MAGIC project of EU
The E-MAGIC project in the European Union recently received 6.5 million euros (about 7.42 million US dollars). E-MAGIC’s project partners will participate in the research and development of magnesium-based batteries throughout the process, covering all aspects from basic research to mass production of batteries. This project aims to develop a magnesium-based battery with long practical life. If magnesium metal is used, the high storage capacity of the metal can be directly utilized to improve the battery performance.
Analysis:
15.How smart can a car be? Honda will push three "black technologies"
It is learned from American auto media that Honda will display a number of new technologies, including intelligent security systems, at the 2019 International Consumer Electronics Show (CES) in Las Vegas, USA, which can make automotive products more intelligent.
The first technology is intelligent safety system, which relies on V2X technology to obtain the position and speed of the car and inform the driver of the surrounding vehicles. If the front lane is blocked by an accident or faulty vehicle, the system can tell the driver to change the lane in advance, which greatly speeds up the passing efficiency of the car.
The second technology is two-way energy management system, which can realize wireless charging of electric vehicles and transmit the power of vehicles back to the power grid to achieve the purpose of energy storage. The third technology is Noveto intelligent audio technology, which can guide the driver to reverse left or right according to the audio signal, which can not only solve the problem of difficult reversing, but also avoid traffic accidents caused by the blind spot of reversing.
In addition to the safety system, Honda will also display a new infotainment system. Drivers can use this system not only to book restaurants, but also to pay for gasoline and parking fees, which greatly saves time. In addition, if the mobile phone is connected to the system, the driver can watch movies and control the radio in the car, so that the driver is not bored while waiting for someone.
Analysis:
16.Investment in electric vehicles will increase by 300 billion US dollars, with Volkswagen and China leading the way.
Global automakers plan to increase their investment in electric vehicle technology by $300 billion in the next five to ten years, nearly half of which will be invested in China, accelerating the transformation of the industry from fossil fuels to Asian battery and electric vehicle technology suppliers.
This huge investment (led by Volkswagen in Germany) is largely driven by government policies to reduce carbon dioxide emissions, promote technological progress of electric vehicles (improve battery cost, cruising range and charging time), and make electric vehicles more attractive to consumers.
Analysis:
17.Japan plans to provide tax relief policy for driver assistance system vehicles.
The Japanese government is considering offering tax-free preferential policies to car owners equipped with driver assistance systems. This move aims to promote more cars with improved safety performance and reduce the probability of traffic accidents caused by elderly drivers.
The Japanese government will begin to formulate a specific plan for preferential tax and fee policies in a short period of time, which is intended to be officially implemented in fiscal year 2021.
According to the current relevant laws, the owners of passenger cars and mini-passenger cars in Japan need to pay automobile tax and automobile weight tax.
advanced driver assistance systems
At present, the driver assistance system concerned in the market mainly focuses on ADAS (Advanced Driver Assistance System), that is, advanced driver assistance system. The system ADAS system is usually regarded as the premise of fully automatic driving. It refers to the use of various sensors installed in the car, such as millimeter-wave radar, laser radar, camera, ultrasonic radar, etc., to perceive the surrounding environment of the car body and collect data, to identify, detect and track static and dynamic objects, and to carry out systematic calculation and analysis, so that drivers can detect possible dangers in advance and effectively improve the comfort and safety of driving.
ADAS is usually coordinated by multiple supporting systems, which can be specifically divided into: adaptive cruise system (ACC), lane departure warning system (LDW), lane keeping system (LKA), frontal collision warning system (FCW), automatic emergency braking (AEB), night vision system (NVS), blind spot detection system (BSD) and panoramic parking system (SVC).
The ADAS market is in a high-speed growth period. Analysts predict that the global ADAS market will reach 27.5 billion euros in 2025, with a compound annual growth rate of 17% from 2015 to 2025. Continental, Delphi, Denso, Valeo and other large global parts suppliers account for more than 60% of the market.
Analysis:
18.Tesla urges the US government to exempt 25% import tariffs on Chinese-made car computers.
Tesla has asked the Trump administration to waive the 25% tariff imposed on the "brain" of its domestic car computer in August last year, saying that the tariff increase threatened the company’s interests. It is reported that the car computer is used in the Tesla Model3 model.
The electric vehicle manufacturer previously said in an unreported statement requesting the government to reduce tariffs, "The increase in tariffs on this specific part will increase the company’s costs and affect its profitability, thus damaging Tesla’s economic interests."
Analysis:
19.Tesla’s new patent: the vehicle can be detected before it breaks down and even drive to the service center by itself.
Unless the vehicle is inspected comprehensively on a regular basis, most of them wait until something in the vehicle is broken. According to foreign media reports, Tesla is developing a more effective method to avoid this situation.
Tesla described the current methods to detect vehicle damage: one is to wait until the fault occurs, and then replace or repair the faulty components. However, this method is particularly dangerous, because the failure of equipment may pose a security threat, which may even be greater than the threat brought by the failure of equipment. The other is to check or replace the equipment regularly (such as monthly inspection or inspection after the vehicle has driven a certain number of miles). However, this method is only based on "experience" or estimation. Although frequent inspection and maintenance may prevent equipment failure caused by pressure damage, this method is inefficient, and regular inspection is time-consuming and expensive.
Analysis:
20.General Motors cooperates with the three largest charging networks in the United States.
On January 9th, local time, General Motors (GM) announced its cooperation with three largest charging networks in the United States, namely EVgo, ChargePoint and Greenlots, to improve its charging solutions for electric vehicles.
Companies such as Tesla are building their own charging networks to serve their own brands of vehicles, while several other automobile manufacturers rely on third-party charging networks, which makes charging more complicated. GM plans to introduce a simpler solution to aggregate the dynamic data of various electric vehicle charging networks, so that GM owners such as pure electric Chevrolet Bolt electric vehicles can get a seamless charging experience.
Analysis:
21.Hyundai will launch a pilot project of self-driving taxis in South Korea in 2021.
Eui-Sun Chung, executive vice chairman of Hyundai Group, said that the company will start the trial operation of "robot" taxis in South Korea in 2021 to promote the company to become an intelligent mobile service provider. Robot taxis will reach the level of four or five automatic driving.
Analysis:
