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New Energy Vehicle Industry Morning Report

Sanyan Technology Summary

More than 20 auto brands compete for the NOA city, and the market size is expected to exceed 100 billion yuan in 2027

Currently, Urban NOA (Pilot Assisted Driving), as the most popular autonomous driving product, has become a must-win for car companies. Since the beginning of this year, Urban NOA has gradually evolved from a competition for the number of cities to a competition for "being able to drive across the country".

According to incomplete statistics, more than 20 auto brands, including Weixiaoli, Zhiji, Wenjie, and Zeekr, have launched the City NOA high-end intelligent driving system. At the same time, the choice of models equipped with City NOA is forming a market sinking trend. In the past, this system was only available in models of 250,000 yuan and above, but now it is not uncommon for models under 200,000 yuan.

As car companies are "rolling" towards urban NOA, the market is also accelerating into a new stage of rapid growth. According to a report from Taibo Research Institute, by 2025, the number of models equipped with NOA in the domestic market is expected to exceed 4 million, and the market size that year will exceed 50 billion yuan. With the continuous polishing of user education and habit cultivation and corporate technical capabilities in the early market, urban NOA is expected to usher in an inflection point in the increase of mass production growth in 2026. By 2027, the market size is expected to exceed 100 billion yuan, and the compound growth rate from 2023 to 2027 will reach 37%. (Securities Daily)

Guanghui Auto: Received advance notice of proposed termination of listing of company shares and convertible bonds

Guanghui Auto announced that the company received the "Regulatory Work Letter on Matters Related to the Termination of Listing of Guanghui Automotive Service Group Co., Ltd.'s Shares and Convertible Corporate Bonds" issued by the Shanghai Stock Exchange on July 21, 2024.

The "Supervision Work Letter" pointed out that from June 20, 2024 to July 17, 2024, the daily closing price of Guanghui Automobile's stock was less than 1 yuan for 20 consecutive trading days. According to the "Shanghai Stock Exchange Listing Rules (Revised in April 2024)", Guanghui Automobile's stock and convertible bonds have reached the conditions for termination of listing.

The shares and convertible bonds of China Guanghui Automobile Co., Ltd. will be suspended from trading from the opening of the market on July 18. The Listing Review Committee of the Shanghai Stock Exchange will review whether to terminate the listing of the company's shares and convertible bonds within 15 trading days after the expiration of the relevant period for the company to submit a hearing, statement and defense or the end of the hearing procedure. The Shanghai Stock Exchange will make a corresponding decision to terminate the listing based on the review opinions of the Listing Review Committee.

Mercedes-Benz and Starbucks to install electric vehicle charging stations in more than 100 stores in the United States

On July 17, local time, Mercedes-Benz High Power Charging and Starbucks announced that the two parties will cooperate to install electric vehicle charging piles in more than 100 Starbucks stores in the United States. In the first phase of this cooperation, 400 kilowatt electric vehicle charging piles will be installed in Starbucks stores along Interstate 5 in the United States.

Last November, Mercedes-Benz High Power Charging established its first charging station in the United States. Currently, it has built more than 10 400-kilowatt electric vehicle charging stations in Texas, Alabama, Georgia, Florida, etc. Mercedes-Benz High Power Charging expects that the layout of charging stations will be expanded to nearly half of the states in the United States in the next 12 to 18 months. (Beijing Business Daily)

Xpeng Motors: Signed a strategic cooperation and joint development agreement on electronic and electrical architecture technology with Volkswagen Group

Xpeng Motors announced that Xpeng Motors and Volkswagen Group have signed a strategic cooperation and joint development agreement on electronic and electrical architecture technology. Both parties will devote their full efforts to developing industry-leading electronic and electrical architecture for Volkswagen's CMP and MEB platforms produced in China.

In the strategic cooperation on electronic and electrical architecture technology, Xpeng Motors and Volkswagen Group have established a joint development project team in Guangzhou and Hefei. Engineers from both sides will work closely together to accelerate the development of the electronic and electrical architecture. Through the close technical cooperation of the joint development project team, the first model equipped with the electronic and electrical architecture jointly developed by the two parties is expected to be mass-produced in about 24 months.

In addition, under this joint development agreement, Xpeng Motors and Volkswagen Group will actively explore opportunities for further cooperation to expand the application scope of the jointly developed electronic and electrical architecture.

Porsche reportedly considering buying a minority stake in VARTA to protect potential investment in V4Drive battery business

Porsche is considering buying a minority stake in VARTA to protect a potential investment in the struggling battery maker's large lithium-ion battery business, according to German newspaper Frankfurter Allgemeine Zeitung (FAZ).

Varta announced on the 4th of this month that it is in talks with Porsche on investment in V4Drive, a large lithium-ion cylindrical battery. According to the plan, the business will be transferred to V4Drive Battery GmbH, and Porsche will be involved through capital increase.

On the 21st, FAZ reported that in order to maintain this plan, Porsche can also hold a minority stake in V4Drive's parent company Varta AG. (IT Home)

EVE Energy and Guangzhou Public Transport Group New Energy Company Signed a Strategic Cooperation Agreement

Yiwei Lithium Energy announced yesterday that on July 16, Guangzhou Public Transport Group New Energy Development Co., Ltd. and Yiwei Lithium Energy held a strategic cooperation signing ceremony.

According to the agreement, the two parties will carry out in-depth cooperation in the fields of battery technology research and development, battery sales, battery bank extended business, battery after-sales service stations, battery recycling and cascade utilization, and "photovoltaic storage and charging" new energy.

Xiaomi Motors: The core hardware and body structure of the Xiaomi SU7 Ultra prototype are independently designed and developed by the company

Last night, Xiaomi Motors released "Xiaomi SU7 Answers to Netizens' Questions (Episode 48)". It mentioned how the Xiaomi SU7 Ultra Prototype was designed? This is your first time making a track prototype car, do you have any experience?

Xiaomi Motors said that the Xiaomi SU7 Ultra Prototype was designed and developed by Xiaomi Motors. Since 2021, Xiaomi Motors has formed a team with strong technical capabilities and track experience.

At present, the core hardware and body structure of the prototype car are independently designed and developed by Xiaomi Auto. For example, the super motor V8s is completely independently developed, the track-level Xiaomi CTB battery pack is jointly developed with CATL, and it is the first time in the world to be equipped with Kirin second-generation batteries. In addition, the vehicle thermal management system, electric drive controller, battery control strategy, etc. are also independently designed and developed by Xiaomi Auto.

After the vehicle design was completed, Xiaomi Auto also invited the world's top technical consulting team to provide advice and support on track capabilities in preparation for challenging the Nürburgring Nordschleife.

Xiaomi SU7 Ultra Prototype will officially challenge the Nürburgring in October, hoping that through continuous experience in the harsh environment of the track, more leading technologies will be applied to mass-produced cars in the future.

NIO: Overtakes Hangzhou in the last half hour, NIO Day 2024 confirmed to be held in Guangzhou

Last night, NIO announced that the results of the city bids for NIO Day 2024 were released at 21:00 on July 21. Guangzhou surpassed Hangzhou with a slight advantage in the last half hour and became the host city of NIO Day 2024.

According to reports, NIO received a total of 367,079,893 votes in this year's NIO Day application voting. In the final voting phase, Guangzhou, Hangzhou, and Xiamen received 170,439,352 votes, 167,981,338 votes, and 28,659,203 votes respectively (the NIO value of community users is used as the voting value).

Zeekr An Conghui: We do not rely on price to participate in market competition

A few days ago, after the new Zeekr 009 was launched, An Conghui, President of Geely Holding Group and CEO of Zeekr Intelligent Technology, and others held a communication meeting.

Regarding the price war that is still ongoing recently, An Conghui said, "Zeekr's attitude towards price wars is that we do not rely on price to participate in market competition. The most important competitiveness of the Zeekr brand is to create the ultimate travel experience for users through products and technology. We must fight quality wars, technology wars, brand wars, and service wars to win market competition. 009 Guanghui will definitely not increase at present, and other products will not increase in the near future, but it is not ruled out in the future. Because we have had some internal discussions on various aspects recently, we have not decided to adjust prices in the near future. What decisions will be made after reaching an internal consensus in the future will be announced to the public in a timely manner." (Auto Consumer Network)

BYD Auto's Zhao Changjiang asks netizens for help: How to increase the popularity of BYD N7

Recently, the general manager of BYD's Denza sales division wrote a message asking for help from netizens, "The new Denza N7 is good in every way, except for one thing: it has low popularity! Can you tell me how to increase its popularity?" Netizens left messages offering suggestions: running advertisements, jumping over the Yangtze River, doing live broadcasts, etc.

Xia Yiping, CEO of Jiyue: If there is an accident with Carrot Run, the operator shall bear the responsibility

On July 20, during a live broadcast of experiencing Carrot Run and Jiyue 01, when asked who would be responsible if an accident occurred with Carrot Run, Jiyue CEO Xia Yiping said that in the fully autonomous L4 state, the responsibility would be borne by the operator, but it would also be borne in accordance with relevant national laws and regulations.

Xia Yiping, CEO of Jiyue: Jiyue's intelligent driving technology is the first echelon in the industry and is ahead of FSD in China

On July 20, during a live broadcast of experiencing LuoBoKuaiPao and JiYue 01, JiYue CEO Xia Yiping said that JiYue's intelligent driving and LuoBoKuaiPao's L4 are the same software, and JiYue's intelligent driving technology can be said to be in the first echelon of the industry, "We say second, no one dares to say first." Even if FSD enters China, JiYue is still confident that it will be ahead of FSD in all-domain intelligent driving in various scenarios.

Xia Yiping, CEO of Jiyue, talks about the rush to grab jobs: It will take a long time and we are too anxious

On July 21, Jiyue's official account released a video of CEO Xia Yiping talking about Luobo Kuaipao. In the video, when asked whether Luobo Kuaipao would take away the jobs of online car-hailing drivers, Xia Yiping said that people might be a little too anxious now, and it might take a long time for AI smart driving to replace online car-hailing. In addition, many people deliberately create some anxiety in order to attract traffic. He believes that the emergence of any new thing is always accompanied by new opportunities.

BMW 4S stores in many places were exposed for refusing to deliver cars and temporarily increasing prices. Customer service responded: We will help feedback to the store for negotiation

Recently, consumers in many parts of the country have posted on social media platforms that they have encountered BMW's unfair terms. The BMW cars they had ordered before were refused delivery by the 4S stores, and the sales staff temporarily demanded a price increase before they could pick up the car. There were also 4S store sales staff who refused consumers to pick up the car on the grounds of "no cars due to production reduction" or "inability to issue invoices due to price increases".

In this regard, a salesperson at a BMW 4S store in Suzhou said that it was indeed difficult to deliver the car in July, but the specific reason was not convenient to disclose. "It has nothing to do with the price increase, it's just that you have to wait a little longer before picking up the car." BMW Customer Service Center said that if the 4S store is late in delivering the car, you can call to give feedback, and the customer service will help give feedback to the store for negotiation.

Dai Hexuan, CEO of BMW Brilliance, said: "Prices are determined by dealers as independent business entities. BMW will maintain intensive discussions with upstream and downstream partners to see how a sustainable business model should proceed to ensure that all partners can make enough money to survive into the future."