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New Energy Vehicle Industry Morning Report

Sanyan Technology Summary

Yangwang U9 has entered the production stage and will start delivery in late August

Recently, Yangwang Auto released a "Notice on the Upcoming Delivery of Yangwang U9", stating that Yangwang U9 has now entered the production scheduling stage and will begin to be shipped to stores in late August according to the delivery order.

It is understood that Yangwang U9 was launched on February 25 this year. It is positioned as a pure electric performance supercar. The whole vehicle is equipped with Yisifang power system and the price is 1.68 million yuan.

Cui Dongshu, chairman of the China Passenger Car Association: The automotive industry's revenue in the first half of the year was 4.8 trillion yuan, a year-on-year increase of 5%.

Last night, Cui Dongshu, secretary general of the China Passenger Car Association, said in a statement that from January to June, industrial enterprises above designated size achieved operating income of 64.86 trillion yuan, a year-on-year increase of 2.9%; operating costs of 55.31 trillion yuan, an increase of 2.9%; operating income profit margin of 5.41%, an increase of 0.03 percentage points year-on-year. From January to June 2024, the automotive industry's revenue was 476.72 billion yuan, a year-on-year increase of 5%; costs were 417.3 billion yuan, an increase of 5%; profits were 237.7 billion yuan, a year-on-year increase of 10.7%; the automotive industry profit margin was 5.0%.

Xiaomi Motors: Blocking vehicle sensors will affect the safety of assisted driving

Last night, Xiaomi Motors released "Xiaomi SU7 Answers Netizens' Questions (Episode 54)". It mentioned that if the license plate frame is installed, half of the front sensor will be blocked, will it affect the assisted driving function?

In response, Xiaomi Motors said that blocking the vehicle's sensors (cameras or radars) would affect the safety of assisted driving, and it is recommended that drivers check the status of the sensors before using the assisted driving function.

Weilai refutes weekly sales list: No authorization has been given, and no more than 10 people know the weekly sales

On July 27, during the NIO IN 2024 Innovation Technology Day, NIO co-founder and president Qin Lihong stated that NIO never makes any form of sales forecasts, never releases any unaudited weekly rankings, and never authorizes any other organization to release a weekly ranking with NIO's name. This number has never been approved by NIO, and NIO's weekly sales data will not be known to more than 10 people internally.

He said that first, the data is not serious, and second, Weilai’s brand is not authorized. If it is a national statistical agency, then there is no way it can be done. "If it is another company, why would they use our brand to publish the weekly list? Can they deduct me from the list? Of course, we can also feel the society’s concern for us. We should seize every minute and every second to manage our business on a weekly or daily basis."

Li Bin of NIO added that monthly calculation would be too cruel, and quarterly calculation is the way to go, after all, financial reports are released quarterly.

Nezha Zhang Yong participates in "Happy Forward"

On July 26, Zhang Yong, CEO of Nezha Auto, announced that he would join the "Happy Forward" challenge: "I will also join the challenge. Guess how many minutes I can last." The official account of Nezha Auto also replied in the comment section: "I'll give a shout-out to Brother Yong. Will you 'fall into the water' or 'reach the top'? On July 27, let's happily rush forward together in the live broadcast room of Shandong TV Variety Channel!"

The official account of Shandong TV Variety Channel also released a preview of the event. It is understood that Nezha Auto is the chief special partner of the Happy Forward program.

Li Bin: We will never make Robotaxi. Its value is not to eliminate drivers' jobs.

On July 27, during the NIO IN 2024 Innovation Technology Day, NIO’s Li Bin talked about the driverless taxi Robotaxi.

He said that the value of driverless cars is not to take away the jobs of online car-hailing drivers and taxi drivers, but its significance lies in freeing up energy and reducing accidents. He does not think driverless cars are a big business, and NIO will not make Robotaxi in the future.

Li Bin said: "The technology of Robotaxi will definitely mature from a technical point of view. I think there is no problem with that. If Robotaxi cannot solve the problem, let alone artificial intelligence, it will definitely mature, sooner or later. But is it really a sustainable business? No, you are overthinking it. Robotaxi cannot solve the problem of traffic volume. So in the end, the number of operating vehicles that a city can accommodate, whether it is driven by people or not, is a certain amount. This amount makes Robotaxi never become a business that has no boundary expansion like software and cloud services. Wake up."

Stellantis Group to shut down unprofitable brands

Recently, Stellantis Group officially announced that it will shut down unprofitable car brands in the future. This is because Stellantis Group's financial performance in the first half of 2024 was lower than expected. Stellantis Group's net revenue in the first half of the year was 85.02 billion euros, equivalent to about 670.199 billion yuan, a year-on-year decrease of 14%, lower than the expected 87 billion euros. Net profit in the first half of the year was 5.65 billion euros, about 44.538 billion yuan, a year-on-year decrease of 48%, lower than the expected 6.97 billion euros. (Autohome)

NIO's self-developed world's first 5nm smart driving chip "Shenji NX9031" was successfully taped out

On July 27, at the "NIO IN 2024 Weilai Innovation Technology Day", Weilai announced that its world's first 5nm smart driving chip "Shenji NX9031" was successfully taped out. It is understood that as the industry's first high-end smart driving chip manufactured using 5nm automotive-grade technology, the "Shenji NX9031" chip and underlying software have been independently designed, with more than 50 billion transistors.

According to reports, this chip has more than 50 billion transistors, adopts a 32-core CPU architecture, and has a built-in LPDDR5x 8533Mbps RAM. It can achieve "high dynamic range and high-performance ISP", has a pixel processing capability of 6.5 G Pixel/s, and a processing delay of less than 5ms.

NIO’s full-vehicle operating system “SkyOS · Tianshu” is officially released

On July 27, at the "NIO IN 2024 NIO Innovation Technology Day", NIO's full-vehicle operating system "SkyOS Tianshu" was officially released in full.

It is reported that it is the first vehicle-wide operating system in China that is self-developed and mass-produced by a car company. It connects the previously independent intelligent driving, intelligent cockpit, vehicle control and other systems from the bottom layer, realizes the unified management, control and coordination of the vehicle's hardware resources, and maximizes the hardware potential. It has the advantages of high bandwidth, low latency, large computing power and heterogeneous hardware, cross-domain integration, and flexible and continuous evolution. This will break through the bottleneck of intelligent development caused by independent system development in the past, provide native support and a solid "foundation" for the long-term intelligent development of the whole vehicle and product development iteration, and maximize the user experience of smart electric vehicles in the AI ​​era.

NIO releases China's first smart driving world model

On July 27, at the "NIO IN 2024 NIO Innovation Technology Day", NIO released China's first smart driving world model NWM (NIO World Model).

It is reported that it is a multivariate autoregressive generative embodied driving model that can fully understand data, has long-term deduction and decision-making capabilities, can deduce 216 possible scenarios within 100 milliseconds, and find the optimal path in "thousands of parallel worlds". As a generative model, NWM can also generate a 120-second imaginary video based on a 3-second driving video. NWM has an innate closed-loop simulation test capability, and has been fully tested and verified in complex interactive scenarios.

In addition, NIO also released the intelligent driving technology architecture NADArch 2.0, which was upgraded to an end-to-end architecture that introduces a world model at the algorithm level. It generates driving decisions from raw sensor data, reduces information loss in traditional solutions, and has stronger predictive capabilities, making the intelligent driving experience safer and more humane.

Bentley Motors' operating profit in the first half of the year fell 33% year-on-year

Bentley Motors' financial report shows that its revenue in the first half of 2024 was 1.388 billion euros, a year-on-year decrease of 17%; its operating profit was 261 million euros, a year-on-year decrease of 33%; and its sales return rate was 18.8%, compared with 23.2% in the same period last year. (Tonghuashun Finance)

Horizon Robotics: Full-scenario intelligent driving solutions will be put into mass production in Q3 2025

Recently, Horizon announced that its full-scenario intelligent driving solution Horizon SuperDrive™ successfully challenged the complex road conditions in the city center and downtown, achieving a full-time intelligent driving trial without takeover under multiple challenges such as peak traffic volume and heavy rain on Friday afternoon. Horizon revealed that SuperDrive will launch a standard mass production solution in the fourth quarter of 2024, and will deliver the first mass production cooperative model in the third quarter of 2025. (Sina Technology)

China Passenger Car Association: Narrow passenger car sales in July are expected to reach 1.73 million units, and new energy vehicles are expected to reach 860,000 units

The latest survey results of the China Passenger Car Association show that the retail sales target of the leading manufacturers, which account for about 80% of the total market, is -1.7% year-on-year and -2.2% month-on-month this month. It is preliminarily estimated that the total retail market size of narrow passenger cars in July is about 1.73 million vehicles, a slight decrease of about 2.0% year-on-year and month-on-month. The rapid growth of plug-in hybrids has provided favorable support to the new energy market. The new energy retail sales in July are expected to reach 860,000, which is basically the same as in June, and the penetration rate is expected to further increase to 49.7%.

Lei Jun spends more than 800 million yuan to acquire more land near the Xiaomi car factory in Beijing

Xiaomi has won the right to use a piece of land next to the Xiaomi Auto Factory in Beijing. According to the Beijing Economic and Technological Development Zone Development and Construction Bureau on July 25, the listing and transfer of the state-owned construction land use rights for the industrial project of Block 0106 in Block YZ00-0606 of Yizhuang New Town was recently completed and won by Xiaomi Jingxi Technology Co., Ltd. It is understood that this place is located near the current Yizhuang Xiaomi Auto Factory. Since the beginning of this year, Lei Jun has publicly mentioned the recently landed Xiaomi Auto Factory several times, saying that the park integrates R&D, production, sales, and experience, and has introduced more than 700 robots to directly serve the production line, and AI enables high-precision quality inspection. (Daily Economic News)