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New Energy Vehicle Industry Morning Report

Sanyan Technology Summary

Musk announced that Tesla's Robotaxi demonstration event will be postponed to October due to "changes in the car's appearance design"

Earlier, there was news that the release date of Tesla's driverless taxi Robotaxi prototype will be postponed from August 8 to October. Today, Musk confirmed the news, claiming that they will make "a series of important design changes" to the car, which is expected to bring a sci-fi appearance design similar to the Cybertruck pickup truck.

The idea of ​​launching a self-driving taxi service has been in the works for years at Tesla, dating back at least to the second chapter of Musk's "Grand Plan" for Tesla in 2016. Musk has prioritized the series of projects in recent months over developing a cheaper electric car, the "Model 2," than Tesla's current Model 3.

However, the delay of Robotaxi now suggests that Tesla is facing challenges. After the news of the delay of the Robotaxi prototype was exposed, the company's stock price quickly fell, falling by 8.44% on the day, and its market value shrunk by about US$70 billion. (IT Home)

Yu Chengdong clarifies "Huawei first proposed active security": the word "omnidirectional" was omitted

On July 15, Yuhuixing launched a special live broadcast of Huawei's full-scenario products. Yu Chengdong explained the previous controversy over active safety during the live broadcast. He said that he had missed two words at the time: "omnidirectional" active safety was the first proposed by Huawei in the industry.

Earlier, in early June, Yu Chengdong introduced Huawei's intelligent driving safety-related concepts in a live broadcast and said: "Intelligent driving not only reduces driving fatigue, but the key is to improve safety. Huawei was the first to propose active safety in the entire industry. We use high-level intelligent driving systems to improve forward AEB capabilities to a very high level."

This statement caused great controversy at the time. Many netizens and bloggers expressed doubts about Yu Chengdong's statement, believing that Huawei was not the first to propose this concept.

Yu Chengdong revealed that Huawei's fourth realm is "Zun Realm"

On July 15, Yuhuixing launched a special live broadcast of Huawei's full-scenario products, and Huawei's executive director Yu Chengdong was a guest in the Yuhuixing live broadcast room. When talking about the transfer of the "Wenjie" trademark, Yu Chengdong accidentally revealed that the fourth realm of Hongmeng Zhixing is "Zunjie", not the previously rumored Aojie.

It is understood that Zunjie will be built by Huawei and JAC, and the first car is expected to be released in the fourth quarter of 2024.

Yu Chengdong responded to questions about the low price of the trademark of Seres: According to regulations, the brand owner and the manufacturer must be unified

On July 15, during a live broadcast by Dong Yuhui and Yu Chengdong, Yu Chengdong talked about selling the Wenjie trademark and patent to Seres at a low price. He said: Because national regulations require that brand owners and manufacturers must be one, the brand must be owned by the manufacturer. So, we are now following national regulations and letting the manufacturer own the brand. We are now selling Wenjie to Seres at a very low price, so the car manufacturer is also making a lot of money. (Pear Video)

Sun Shaojun: Xiaomi Motors’ newly added locked orders returned to over 3K last week

On July 15, car blogger Sun Shaojun revealed: "Car fans have confirmed that Xiaomi's first-tier brands continued to bottom out and rebound, with new locked orders last week returning to above 3K."

Weilai executives talk about brand building: It is hard to imagine that Huawei fans do not support Huawei and BYD fans do not support BYD

Recently, at the 2024 China Automotive Forum, Ma Lin, Assistant Vice President of Brand and Communications at NIO, said: "It is hard for me to imagine that if Di fans no longer support BYD, Huawei fans no longer support Huawei, and NIO users no longer support NIO, the company may really lose its basis for existence. So in our view, in the era of mobile Internet, users are extremely important, so NIO proposed a user enterprise very early on. NIO exists to satisfy users. Through NIO's success, we help users realize their own value, and we have been working hard in this direction."

China Automobile Association: Passenger car sales in the first half of the year reached 11.979 million units, a year-on-year increase of 6.3%

On July 15, the China Association of Automobile Manufacturers released the report "Brief Analysis of Passenger Car Production and Sales in June 2024". According to the data from the China Association of Automobile Manufacturers, in June 2024, the production and sales of passenger cars were 2.177 million and 2.215 million respectively, up 6.2% and 6.7% month-on-month, and down 1.9% and 2.3% year-on-year respectively. From January to June 2024, the production and sales of passenger cars were 11.886 million and 11.979 million respectively, up 5.4% and 6.3% year-on-year respectively.

Huace Navigation: The company is the exclusive supplier of P-Box products for Baidu's sixth-generation unmanned vehicle

Huace Navigation said on the interactive platform that the company has reached a cooperation with Baidu and is the exclusive supplier of P-Box products for Baidu's sixth-generation unmanned vehicle Luobo Kuaipao. At the same time, the company is also actively following up on related businesses of other companies.

Xiaomi will launch SU8? Xiaomi's Wang Hua denies the rumor: It's fake

There are market rumors that Xiaomi will unveil SU8 on July 16, and there are renderings of Xiaomi SUV. In response, Wang Hua, general manager of Xiaomi's public relations department, refuted the rumor on Weibo, saying: "There is no SU8, it's fake!"

The more cars are reduced in price, the more expensive they become? The average price of a car in the first half of the year was 37,000 yuan more expensive than in 2019

Recently, Cui Dongshu, secretary-general of the National Passenger Car Market Information Joint Conference, wrote an article pointing out that although the domestic passenger car market has generally seen price cuts, the average retail price of passenger cars has become more and more expensive.

According to the China Passenger Car Association, the average retail price of domestic passenger cars was 142,000 yuan in 2019, 153,000 yuan in 2020, and will rise to 160,000 yuan in 2023. From January to June 2024, the average retail price of domestic passenger cars climbed to 179,000 yuan, an increase of 37,000 yuan from 2019.

Ideal Auto officially pushes OTA 6.0: full push of NOA function without image, available nationwide

According to the official Weibo account of Ideal Auto, Ideal Auto officially released the OTA 6.0 upgrade on July 15. This upgrade is a major mid-year upgrade for the Ideal MEGA and Ideal L series, including 59 new features and 52 experience optimizations.

According to reports, Ideal AD MAX version fully pushes the NOA function without map, realizing an experience that can be driven across the country; whether it is a city main road, a small road or a countryside, NOA without map can be turned on.

Former U.S. Transportation Secretary Elaine Chao joins board of directors of Israeli self-driving technology company Mobileye

Mobileye, an Israeli self-driving technology provider, announced that Elaine Chao, formerly the 18th U.S. Secretary of Transportation and the 24th U.S. Secretary of Labor, has joined the company's board of directors as an independent director.

Jaguar to drastically phase out low-profit models

Recently, Adrian Mardell, the global CEO of Jaguar Land Rover, said that Jaguar is currently drastically reducing and eliminating brand models, including five models such as Jaguar XE, XF, F-TYPE, E-PACE, and I-PACE, because the profitability of these models is "close to zero." (Grones)

Ideal Auto: 16 supercharging stations were put into operation last week, and there are currently 635 supercharging stations across the country

On July 15, Ideal Auto announced that from July 8 to July 14, 2024, a total of 16 Ideal Supercharging Stations will be put into operation, located in: Hangzhou, Wenzhou, Ningbo, Chongqing, Beijing, Shenzhen, Guangzhou, Shanghai, Suzhou, Chengdu, Tianjin, and Taiyuan.

As of July 14, there are 635 Ideal Supercharging Stations and 2,848 Ideal Charging Piles across the country, covering 26 provinces and 151 cities, and connecting four highways.

Ideal Auto's charging network plan for 2024 is: to put 2,000+ Ideal Supercharging Stations online by the end of 2024, to put 10,000+ Ideal Charging Piles online by the end of 2024, to plan to exceed 90% coverage in core urban areas of key cities by 2024, and to exceed 70% coverage of national-level highway trunk mileage by 2024.

Musk asked the R&D team to speed up the development of 4680 batteries

In May, Musk told the 4680 battery development team to cut costs and scale up a key innovation by the end of the year, according to three people familiar with the matter. One of the people familiar with the matter said that in recent months, Musk told them that he wanted to see a solution to the technical problem of batteries breaking down on their own during use. (Cai Lianshe)