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New Energy Vehicle Industry Morning Report

Sanyan Technology Summary

Agency: Baidu's "Carrot Run" has begun to have commercial landing capabilities

According to the latest research report from CICC, Baidu's "Carrot Run" has maintained a service volume of more than 800,000 times per quarter in the past three quarters, and has begun to have the ability to be commercialized. It is currently mainly through the dual stimulation of low prices and novelty after subsidies to enhance consumer sentiment. Through mid- and long-term cost reduction, we believe that "Carrot Run" is expected to achieve an average daily profit of 25.40 yuan per vehicle in the medium term, with a payback period of 6.17 years; in the long term, it is expected to achieve an average daily profit of 133.04 yuan per vehicle, with a payback period of 2.72 years. If "Carrot Run" can be promoted in pilot cities/first- and second-tier cities/nationwide, the market space under neutral expectations can reach 42.6 billion/52.9 billion/155.3 billion yuan, corresponding to profits of 14.2 billion/17.6 billion/51.6 billion yuan. (CICC)

Xiaomi Auto: Currently, we do not support changing the wake-up name of "Xiao Ai" as users have already formed a strong image recognition

In the latest issue of answering questions from netizens, Xiaomi Motors stated that it currently does not support changing the wake-up name of "Xiao Ai". In Xiaomi's "Full Ecosystem of People, Cars and Homes", users have formed a strong image recognition and usage inertia of "Xiao Ai". In the future, we will ensure excellent wake-up performance and continuously evolve Xiao Ai based on the capabilities of the AI ​​big model, making it easier to use, smarter and more understanding of you.

GAC Toyota denies exiting price war: there will still be preferential prices, but they will tend to stabilize

Recently, there is news that GAC Toyota will follow the strategy of BMW and other luxury fuel brands to withdraw from the price war and will no longer reduce prices. Yicai.com asked a person related to GAC Toyota for confirmation on this matter and received a reply: "The official has never said that it will withdraw from the price war. It was accidentally involved in the BMW incident. GAC Toyota models will still have preferential prices, but the preferential prices are tending to stabilize." (Yicai.com)

He Xiaopeng named the executives: Even more conservative than the promotion of intelligent driving is your promotion of battery life

Recently, He Xiaopeng of Xpeng Motors forwarded the news that Xpeng X9 won the championship in the battery life list of Bitauto.com, and pointed out that "even more conservative than the publicity of intelligent driving is your publicity of battery life". It is understood that He Xiaopeng had previously pointed out that the person in charge of intelligent driving was too low-key in publicity.

Xiaomi Auto: NOA in cities will be available nationwide by the end of August and is progressing as expected

In the latest issue of answering questions from netizens, Xiaomi Auto stated that Urban NOA will be available nationwide by the end of August and is currently progressing normally according to the expected schedule.

Prior to this, Xiaomi Auto had officially announced on May 31 that the city NOA function in ten cities across the country would be gradually opened to the first batch of high-end smart driving version users who had achieved a safe smart driving mileage of 1,000 km.

BMW withdraws from price war, 4S stores across the country are reported to refuse to deliver cars and temporarily increase the price by 30,000 yuan

According to Blue Whale News, recently, consumers in many parts of the country have revealed that they have encountered BMW's unfair terms. The BMW cars they had previously ordered were refused delivery by the 4S stores, and the salesperson temporarily demanded a price increase in order to pick up the car.

According to the information disclosed by consumers, BMW 4S stores in many places across the country have refused to deliver on a large scale. The car models are mainly concentrated in the i3, ix3 and 3 Series. Most consumers ordered the car in late May and June, and most of them were asked to temporarily increase the price by 30,000 yuan when they picked up the car in July.

It is worth noting that although some people have picked up cars among these models, the process of picking up the car is very difficult. Even if all the contract procedures are completed, consumers can only pick up the car after urging many times.

The reasons why 4S stores refuse to deliver vary. For some consumers who have signed contracts and paid deposits, the stores responded that the car has been discontinued or production has been reduced. For those consumers who have only paid deposits but not signed contracts, the stores responded with reasons such as "the headquarters has not approved it". (Blue Whale News)

Xpeng Motors' revenue from Volkswagen in the first quarter was about 400 million yuan

In the first quarter of this year, Xiaopeng delivered 21,800 electric vehicles. The sales performance was not optimistic, but the revenue reached 6.55 billion yuan, a year-on-year increase of 62.3%; the gross profit margin increased significantly to 12.9%, an increase of 11.2% year-on-year.

It is not difficult to find that Xiaopeng’s revenue from car sales alone is 5.54 billion yuan, while the other 1 billion yuan in revenue comes from services and other income, including revenue generated from cooperation with Volkswagen.

An investor told 36Kr that in the first quarter, Xpeng Motors confirmed revenue of about 400 million yuan from Volkswagen. Gu Hongdi, vice chairman and president of Xpeng, also said that this revenue will be recurring, and the revenue from the cooperation with Volkswagen's electronic and electrical architecture will be confirmed from the second half of the year, and the revenue in the next few quarters will exceed that in the first quarter. (36Kr)

Xiaomi Auto reminds: Careless application of car cover may cause the headlights to crack

In the latest issue of answering questions from netizens, Xiaomi Auto said that many users will apply "car cover" protection as soon as they get the car in order to protect their beloved cars. However, when applying the car cover, some cleaning agents will be used, especially when dealing with external lamps. Please do not use cleaning agents containing acidic, alkaline, activating agents and other ingredients to avoid corrosion on the surface of the lamps, otherwise it may cause damage to the appearance of the lamps, such as cracks. At the same time, please avoid abnormal operations such as high-temperature baking of the lamps to prevent damage to the lamps.

Cui Dongshu of the China Passenger Car Association: The number of public piles in June increased by 72,300 from the previous month

Yesterday, Cui Dongshu, secretary general of the China Passenger Car Association, published a document. According to the data analysis of the China Charging Alliance compiled by the China Passenger Car Association, the number of public charging piles in June 2024 increased by 72,300 from the previous month, 12% faster than the same period last year; the annual cumulative increase of public charging piles was 400,000, a year-on-year growth rate of 13%. The number of private charging piles on vehicles increased by 247,000 from the previous month, 7% faster than the growth rate in June 2023; the annual cumulative increase of private charging piles was 1.25 million, a year-on-year growth rate of 15%. The charging capacity of public charging piles was 456,000 kWh, a good growth over the same period, and the average monthly charging capacity of a single charging pile was 1,461 kWh, an increase of 6% from June last year.

SAIC Motor responded to the Shanghai Stock Exchange's regulatory letter: Automotive industry chain companies are experiencing a trend of tight operating funds

Recently, in response to the regulatory letter from the Shanghai Stock Exchange, SAIC Motor issued a statement saying that with the impact of multiple challenges such as unprecedentedly fierce price competition in the auto market and accelerated evolution of industry changes, related companies in the automotive industry chain generally show a trend of increasingly tight operating funds, and the proportion of defaults or delayed recovery of a small number of accounts receivable of the company has increased. Taking into account the impact of various factors, the bad debt provision generated by the provision of credit impairment losses for the accounts receivable portfolio has increased accordingly.

Previously, the Shanghai Stock Exchange issued a regulatory letter to SAIC Group stating that the company set aside 1.445 billion yuan in impairment provisions for accounts receivable in 2023, an increase of 65.52% over the same period last year. Among them, the proportion of bad debt provisions for accounts receivable for which bad debt provisions are set aside on a single item increased from 36.95% last year to 60.60% this year.

Porsche removes president and CEO of China: sales in the first half of the year fell by more than 30% year-on-year

Recently, Porsche announced senior management changes. Alexander Polich will officially take over as President and CEO of Porsche China on September 1, 2024, and will be fully responsible for the brand's business in mainland China, Hong Kong and Macau.

According to European media reports, Oliver Blume, Chairman of the Porsche Global Executive Board and Global CEO, expressed dissatisfaction with the poor sales in the Chinese market and decided to remove Michael Kirsch from his position as President and CEO of Porsche China.

Polich, 57, has held several key management positions within the Group and is a sales expert with international work experience. Since July 2018, he has served as Chairman of the Executive Board of Porsche Deutschland GmbH. Prior to this, he also served as CEO of Porsche Canada and the United Kingdom, successfully expanding the brand's business in both regions. Mr. Pollich has a background in business administration and economics and has worked in Porsche's strategy department, developing a global market sales network.

In the first half of this year, Porsche's global sales volume was 155,900 vehicles, a year-on-year decrease of 7%; among them, Porsche delivered 29,600 new vehicles in the Chinese market in the first half of the year, a year-on-year decrease of 33%.

Zeekr: Over 75% of Zeekr 009 Brilliant Edition owners are CEOs, executives, and public figures

On July 19, Zeekr officially launched its luxury flagship MPV, the new Zeekr 009. Its left-hand drive and right-hand drive versions are sold simultaneously around the world, with an official retail price in mainland China starting at RMB 439,000.

At the press conference, Zeekr CEO An Conghui revealed the orders and user status of Zeekr 009 Brilliant Edition. He said that according to the company's plan, the production capacity of Brilliant Edition is 200 to 300 units per month, but the orders have already used up the annual production schedule after only three months of launch. Even so, there are still many top entrepreneurs and celebrities queuing up to place orders.

An Conghui said that although the names of these customers cannot be disclosed, what can be shared is that among Guanghui users, CEOs of listed companies, corporate executives, and top celebrities account for more than 75%. Moreover, users not only buy for themselves, but also recommend their friends and partners to place orders together.

According to the official data released by Zeekr, 75% of Zeekr 009 users are upgrading their cars from traditional luxury brands, among which Mercedes-Benz Maybach owners rank first, followed by Toyota Alpha owners, and third are Land Rover Range Rover owners.