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New Energy Vehicle Industry Morning Report

Sanyan Technology Summary

Xiaomi: SU7 Ultra prototype has the same core technology as SU7

Recently, Xiaomi Motors released the SU7 Ultra prototype, which attracted much attention. The car is equipped with three motors: V8s+V8s+V6s. It takes only 1.97 seconds to accelerate from 0 to 100 km/h, 5.96 seconds to accelerate from 0 to 200 km/h, and has a top speed of over 350 km/h, making it the most powerful four-door car.

Regarding the question of whether the car is related to SU7, Xiaomi Motors responded that the two share a lot of core technologies. The SU7 Ultra prototype is a track prototype built on the SU7 pure electric architecture, but it is not a customized model for "lap" service.

The core hardware and body structure of SU7 Ultra are independently designed and developed by Xiaomi Auto. The super motor V8s it carries is independently developed by Xiaomi, and the vehicle's thermal management system, electric drive controller, battery controller, etc. are also independently designed and developed by Xiaomi Auto.

In addition, the Xiaomi CTB battery pack specially designed for the track was jointly developed by Xiaomi and CATL, and is the world's first to be equipped with the second-generation Kirin battery.

Xiaomi said that most of these technologies are the same as those used in SU7.

Yu Chengdong: The next realm is the "Zun realm"

At the launch of Enjoy S8 and Huawei's new products yesterday, Yu Chengdong revealed that the "next world" of Hongmeng Intelligent Driving is named "Zunjie". He said, "We have worked with four car manufacturers to create four worlds, namely Ask World, Zhi World, Enjoy World and Zun World".

Zhou Hongyi: Will participate in "Happy Forward"

Recently, Zhou Hongyi posted a video saying that Nezha Zhang Yong initiated a challenge and invited him to participate in the "Happy Forward" program. The grand prize has now changed from a refrigerator to a Nezha car.

Zhou Hongyi said that he was very interested in this kind of program. Although some people in the team thought that he should not go, it would be embarrassing to go, and there would be many mocking videos on the Internet. But Zhou Hongyi said that he still decided to go. On the one hand, he wanted to see his potential, and he would accept it even if he failed; secondly, he wanted to step out of his comfort zone and do things that he didn't dare to do before; in addition, Zhou Hongyi said that entrepreneurs are under great pressure now, that is, they have to make products, operate and manage to make money, and also take time to live broadcast and make short videos to endorse the company. Zhou Hongyi believes that participating in this program can kill two birds with one stone, and it can relieve his stress and cheer for Nezha.

Zhou Hongyi said that entrepreneurs put down their status to do these things in order to sell their company's products. Therefore, it was decided to organize a special session for bloggers and CEOs, and invite some big Vs and CEOs to go to Shandong to participate in the program on August 11.

Finally, Zhou Hongyi also "criticized" Zhang Yong, saying that Nezha's sales have been good recently and Zhang Yong is a little proud again. He took this opportunity to respond to the challenge he initiated and strive to surpass Zhang Yong in performance.

Reading Automobile was announced to owe 5.726 million yuan in taxes

According to the tax arrears announcement decision of Weifang Taxation Bureau of the State Administration of Taxation, Reading Automobile Group Co., Ltd. owes about 5.726 million yuan in taxes.

The announcement shows that the taxes owed by Reading Automobile include stamp duty and value-added tax, with the total balance of taxes owed being approximately RMB 5,725,977.49.

Tianyancha APP shows that Reading Automobile Group Co., Ltd. was established in October 2012. Its legal representative is Wang Dejin, with a registered capital of RMB 100 million. It is wholly owned by Bidwen Holding Group Co., Ltd. Reading Automobile's business scope includes electric field vehicles, park electric patrol vehicles, electric sightseeing vehicles, electric vehicles and accessories production, sales and technical development, technical consultation, technical services, technology transfer; import and export of goods and technology.

The company currently has multiple pieces of information on persons subject to execution, persons subject to execution in default (deadbeats), consumption restriction orders and finalized cases.

Mercedes-Benz (China) recalls 1,691 imported A-class vehicles

Sanyan Technology reported on August 6 that according to the website of the State Administration for Market Regulation, Mercedes-Benz (China) Automobile Sales Co., Ltd. recently filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the "Regulations on the Management of Recall of Defective Automobile Products" and the "Implementation Measures for the Regulations on the Management of Recall of Defective Automobile Products". From now on, some imported A-class cars with production dates between May 29, 2018 and December 19, 2019 will be recalled, totaling 1,691 vehicles.

Due to deviations in the software development process of the instrument cluster control unit, the rear fog light symbol in the instrument cluster of some vehicles within the scope of this recall may not meet the requirements of the national standard regarding rear fog light symbols.

Mercedes-Benz (China) Automobile Sales Co., Ltd. will upgrade the instrument control unit software for vehicles within the recall scope free of charge through Mercedes-Benz authorized dealers.

This recall is an expansion of the recall campaign "Mercedes-Benz (China) Automobile Sales Co., Ltd. recalls some imported vehicles" issued on June 7, 2024.

Porsche (China) recalls 3,780 imported Cayenne series vehicles due to possible cracks on the upper left trailing arm of the front axle

According to the website of the State Administration for Market Regulation, Porsche (China) Automobile Sales Co., Ltd. recently filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the Regulations on the Management of Recall of Defective Automobile Products and the Implementation Measures for the Regulations on the Management of Recall of Defective Automobile Products. From August 31, 2024, some imported Cayenne series vehicles produced between May 9, 2024 and June 19, 2024 will be recalled, totaling 3,780 vehicles.

For some vehicles covered by this recall, due to the use of incorrect raw materials in the forging process, cracks may form on the upper trailing arm on the left side of the front axle, affecting the vehicle's handling, increasing the risk of vehicle collision, and posing a safety hazard.

Porsche (China) Automobile Sales Co., Ltd. will entrust authorized dealers to replace the upper trailing arm on the left side of the front axle for vehicles within the recall scope free of charge to eliminate safety hazards.

Geely Holding Group: New energy vehicle sales in July reached 110,042 units, up 42% year-on-year

Geely Holding Group released the latest sales data. In July, Geely Holding Group's total sales were 245,752 vehicles, a year-on-year increase of 10%. Among them, the sales of new energy vehicles were 110,042 units, a year-on-year increase of 42%, and the new energy penetration rate reached 45%.

From January to July, Geely Holding Group's cumulative sales volume was 1,739,467 units, a year-on-year increase of 23%; from January to July, the cumulative sales volume of new energy vehicles was 696,522 units, a year-on-year increase of 48%; from January to July, the cumulative international sales volume was 690,478 units, a year-on-year increase of 23%.

Specifically, Geely Auto Group's total sales in July were 150,782 vehicles, a year-on-year increase of 13%, of which new energy vehicle sales were 59,051, a year-on-year increase of 58%.

Volvo Cars sold 57,447 vehicles worldwide in July, up 6% year-on-year, of which 27,879 were new energy vehicles, up 49% year-on-year.

Proton sold 15,103 vehicles in July, up 13% year-on-year.

Tesla plans to recall more than 1.68 million vehicles due to safety risks in the front trunk latch system

According to the State Administration for Market Regulation, Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. recently filed a recall plan with the State Administration for Market Regulation in accordance with the requirements of the Regulations on the Management of Recall of Defective Automobile Products and the Implementation Measures for the Regulations on the Management of Recall of Defective Automobile Products. Effective immediately, some imported Model S, Model X and domestically produced Model 3 and Model Y electric vehicles with production dates between October 15, 2020 and July 17, 2024 will be recalled, totaling 1,683,627 vehicles.

For some vehicles covered by this recall, after the trunk lid is unlocked, the trunk latch assembly system may not be able to detect that the trunk lid is unlocked, and the vehicle cannot issue a "front trunk is not locked" prompt. In extreme cases, the trunk lid may be opened while the vehicle is driving, affecting the driver's field of vision, increasing the risk of vehicle collision, and posing a safety hazard.

Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will use the vehicle remote upgrade (OTA) technology to upgrade the software for vehicles within the recall scope for free. The upgraded vehicles can identify the faulty state of the front trunk latch and issue a text and buzzer prompt of "front trunk is not locked". At the same time, vehicles with faulty front trunk latches will be repaired free of charge to eliminate safety hazards. For vehicles that cannot be upgraded through OTA technology, the Tesla service center will contact relevant users to implement the recall.

Tesla Motors (Beijing) Co., Ltd. and Tesla (Shanghai) Co., Ltd. will notify relevant vehicle owners through registered mail, text messages, etc. and arrange recall repairs.

Yu Chengdong talks about Tesla FSD: The upper limit is high, but the lower limit is low

At today's Hongmeng Intelligent Travel S9 and Huawei full-scenario new product launch conference, Yu Chengdong talked about Tesla FSD and said that the recent commercial version of FSD has made great progress. Its upper limit is still quite high, but its lower limit is very low.

Yu Chengdong said that when testing FSD, it was found that a white truck parked on the road was hit directly without slowing down, and a green truck was hit without slowing down. The white and green trucks parked on the road were hit directly without slowing down. They might have mistaken them for white clouds and trees. Once a problem occurs, the car will be destroyed and people will die.

Yu Chengdong: Huawei M5/M7/M9 and Huawei S7 will be upgraded to Huawei ADS 3.0 starting from September

At the Hongmeng Intelligent Driving Enjoying World S9 and Huawei's all-scenario new product launch conference, the Enjoying World S9 jointly developed by Hongmeng Intelligent Driving and BAIC Group was officially released, positioning itself as a panoramic smart flagship sedan. Enjoying World S9 has two versions, the Max version is priced at 399,800 yuan, and the Ultra version is priced at 449,800 yuan. Users can participate in the first-to-enjoy plan and start delivery on August 7.

Richard Yu, Chairman of Huawei's Device BG and Intelligent Automotive Solutions BU, said that the Huawei Enjoy S9 will be the first to launch HUAWEI ADS 3.0. In addition, the Huawei Enjoy M5/M7/M9 and Huawei Smart S7 will be upgraded to HUAWEI ADS 3.0 starting in September.

Yu Chengdong: Wenjie's new M7 Pro starts small orders, with a pre-sale price starting from 249,800 yuan

At the Hongmeng Intelligent Driving Enjoying World S9 and Huawei's all-scenario new product launch conference, the Enjoying World S9 jointly developed by Hongmeng Intelligent Driving and BAIC Group was officially released, positioning itself as a panoramic smart flagship sedan. Enjoying World S9 has two versions, the Max version is priced at 399,800 yuan, and the Ultra version is priced at 449,800 yuan. Users can participate in the first-to-enjoy plan and start delivery on August 7.

In addition, Yu Chengdong, Huawei's executive director, chairman of the Terminal BG, and chairman of the Intelligent Automotive Solutions BU, also announced the launch of the new M7 Pro, which will start small orders today and will be released in Chengdu on August 26, with a pre-sale price starting at 249,800 yuan.

Chery responds to "making three people do five people's work and get four people's salary": normal industry performance rules are misinterpreted

According to Blue Whale News, in response to the online rumor that "a suspected internal speech of Chery was exposed", a person from Chery Holdings responded that the screenshot was indeed the content of an internal publication, but this was a normal industry performance management rule to improve staff efficiency and it was misinterpreted.

Recently, a screenshot of the spirit of Chery’s internal management committee meeting in July circulated online has caused heated discussion.

According to the screenshot, the Chery Holding Group Management Committee held its July meeting on July 12. The meeting mentioned, "We must persist in improving personnel efficiency. The group's personnel department must implement the requirements on overtime work into specific actions to improve personnel work, especially around the "345" strategy for personnel, to study personnel efficiency, work quality and work ability, and establish a human efficiency model for business segments. Remember not to understand it as a simple addition and subtraction, and truly achieve 3 people doing the work of 5 people and getting the salary of 4 people."

Hongmeng Smart Enjoy S9 officially released, priced from 399,800 yuan

At today's Hongmeng Intelligent Driving Enjoy S9 and Huawei's full-scenario new product launch conference, the Enjoy S9 jointly created by Hongmeng Intelligent Driving and BAIC Group was officially released, positioning itself as a panoramic smart flagship sedan.

In terms of price, the Enjoy S9 Max version (rear-wheel drive) is priced at 399,800 yuan, and the Enjoy S9 Ultra version (four-wheel drive) is priced at 449,800 yuan. Users can participate in the first-come-first-served plan and start delivery on August 7. (Sina Technology)

Tesla Model Y is included in the Fujian Provincial Government's "Purchasing Online Supermarket" list

According to the "Fujian Provincial Government Procurement Online Supermarket" website, a Tesla Model Y "TSL6480BEVAR0" model has been included in the "Procurement Online Supermarket" list. This is a rear-wheel drive version (standard endurance version) starry gray model. According to Tesla's official website, the official guide price of this model is 249,900 yuan.

On July 4 of this year, Tesla Model Y was shortlisted in the Jiangsu Provincial Government’s vehicle procurement catalog.

According to CCTV News, Ma Yunfei, director of the Jiangsu Provincial Government Procurement Center, said that Tesla Model Y was shortlisted in the Jiangsu Provincial Government Vehicle Procurement Catalog: This time, Tesla took the initiative to apply. After evaluation, the Tesla Model Y rear-wheel drive model meets the requirements of the procurement documents and is shortlisted in the framework agreement procurement catalog. Enterprises of different ownership structures, whose products are produced in China, can participate in government procurement activities on an equal basis.

Wei Jianjun: Car rankings cannot only be based on sales volume, but also on quality, complaints and reputation

Wei Jianjun, Chairman of Great Wall Motors, recently had an in-depth conversation with Deng Qingxu, CEO of Sina Finance, which lasted three hours. When talking about the issue of automobile sales rankings, Wei Jianjun said that ranking only by sales is of no value. What the industry needs is a ranking in a consistent environment, including consumer reputation, corporate favorability, etc. A multi-dimensional and comprehensive ranking is required. (Sina Finance)

Huawei's Yu Chengdong: 230,000 units of the new M7 have been ordered since its launch

On August 6, Huawei held a press conference in Beijing to launch Hongmeng Intelligent Xingxiangjie S9 and Huawei's all-scenario new products. Yu Chengdong, chairman of Huawei's Intelligent Automotive Solutions BU, said at the scene that the cumulative sales of the new M5 reached 150,000 units, the sales of the new M7 reached 230,000 units since its launch, and the sales of the M9 reached 120,000 units in more than seven months after its launch. (Securities Times)

Ideal releases weekly sales chart again

After a number of car companies including NIO, Xpeng, and Geely opposed Ideal Auto's release of a weekly sales list last week, Ideal Auto released another weekly list.

In the 31st week of 2024 (July 29-August 4), Ideal Auto's weekly sales reached 11,800 vehicles, ranking first in sales among new brands in the Chinese market for 15 consecutive weeks.

Previously, NIO executives said that they never publish any unaudited weekly charts, and have never authorized any other organization to publish weekly charts with NIO's name on them. This number has never been approved by NIO, and NIO's weekly sales data is known to no more than 10 people internally. It is recommended that relevant departments manage the weekly charts.

He Xiaopeng said at the AI ​​Intelligent Driving Technology Conference of Xiaopeng Motors: "Venture capital companies in the United States are investing in large models, chips and other fields. They are thinking about how to make end-to-end autonomous driving assistance technology better and how to do better than humans (driving). However, after returning to China, I found that people were arguing on the Internet. Everyone was working on the 'weekly sales chart'. What are our technology companies doing?"

On the evening of July 30, Li Xiang, CEO of Ideal Auto, shared an illustration of the fable of the man who covered his ears and stole the bell on his WeChat Moments, and added a "hush" emoticon, apparently in response to some auto company executives' dissatisfaction with Ideal's weekly sales ranking.

Will Zhang Liang replace Liu Tao as co-CEO? Zhiji Auto responds: False

Recently, there was news that Zhang Liang, deputy general manager of the data business department of SAIC Motor and chief digital officer of SAIC Passenger Vehicle Company, will replace Liu Tao, co-CEO of Zhiji Auto, and take full responsibility for Zhiji Auto. In response to this rumor, Zhiji Auto said: "It is fake news."

In June this year, according to people familiar with the matter, Zhiji Auto adjusted its organizational structure again and established a new CMO position, with Li Weimeng in charge of mainland marketing and communications. In addition, there are other sources saying that Zhiji Senior Sales Director Xu Chenyang and Senior Director of the Communications Department Lu Da have reported to Li Weimeng, who reports to CEO Jiang Jun and Co-CEO Liu Tao. (Sina Technology)

Tesla Cybertruck's first fatal accident: crashed into a concrete culvert and the driver died on the spot

According to foreign media reports cited by Bianniu.com, a Tesla Cybertruck driver was killed in an accident. This is believed to be the first fatal accident involving this electric pickup truck, which has not yet undergone third-party collision testing.

The accident occurred in Chambers County, Texas last night, according to reports. According to the state police, the Cybertruck lost control for unknown reasons, deviated from the road and crashed into a concrete culvert. After the crash, the Cybertruck caught fire and the driver died on the spot. Pictures of the accident scene show that most of the vehicle was burned.

The driver's identity has not been released and state police are investigating the cause of the accident.

It is reported that Evergrande Auto dismissed a large number of employees without reason during the contract period

According to Zhiwei, many employees of Evergrande Auto have been dismissed by the company without reason.

According to the report, an old employee of Evergrande Auto said that around July 29, many colleagues received calls from HR, saying that the company was in trouble and would no longer pay for their insurance. Other employees also asked about social insurance, and HR replied that they could pay for it themselves as flexible employees. This means that they were dismissed by the company by default, and most of them still had more than a year left on their contracts.

The employee went to the local Human Resources and Social Security Bureau to check and found that he had been fired by the company on July 30. There are many colleagues who have the same experience as him. As far as he knows, positions such as production, R&D, quality inspection, and administrative personnel have all been fired. The Human Resources and Social Security Bureau gave them the advice that the company fired them without reason during the contract period, and they can apply for legal aid.

In April this year, Zhiwei reported that Evergrande Auto had stopped work and production at the end of last year. Most employees were required to rest at home, without any salary but only social security. The number of employees also dropped sharply from more than 6,000 at its peak to less than 500.

Wei Jianjun of Great Wall Motors: Give Lei Jun a score of more than 95

The official account of Great Wall Motors released a video of a conversation between Wei Jianjun, Chairman of Great Wall Motors.

Wei Jianjun said in the video that Lei Jun invited him to the Xiaomi Auto Conference, and he was very happy to go and learn. Xiaomi's ecosystem is doing very well, and he and Lei Jun exchanged cars. He gave Lei Jun a Tank 700, and Lei Jun gave him a Xiaomi SU7.

Wei Jianjun said that after returning, he carefully looked at the car made by Xiaomi. As for the car, based on the three-year time, Lei Jun gave it more than 95 points.

Suspected Chery internal speech exposed: 3 people do the work of 5 people but get the salary of 4 people

Recently, a document on the spirit of Chery's internal management committee meeting in July was circulated online. According to the screenshot, the management committee of Chery Holding Group held its July meeting on July 12. The meeting mentioned that it is necessary to persist in improving personnel efficiency, and the personnel department should implement the requirements on overtime issues into specific actions to improve personnel work, especially around the "345" strategy for personnel, and study the improvement of personnel efficiency, work quality and work ability.

According to the document circulating on the Internet, improving labor efficiency cannot be understood as simple addition and subtraction. While truly achieving the goal of 3 people doing the work of 5 people and getting the salary of 4 people, we must also strengthen employee care services and be responsible for their health and happiness. The document requires Chery's human resources department to conduct a thorough review, improve the efficiency of overtime, and resolutely put an end to ineffective overtime and low-quality overtime.

As of press time, Chery has not responded to the authenticity of the above document. An internal employee said, "I don't know, I haven't seen it."

In July this year, the topic of Chery employees complaining about the company's heavy overtime work attracted widespread attention and became a hot topic many times. A netizen who was certified as a "Chery employee" posted that "Chery Automobile has forced overtime work, '896' is the standard, and front-line sales staff need to work '007'; however, despite such a high intensity, there is no overtime pay, and only a 10 yuan meal allowance is given to employees who work overtime for more than 3 hours."

The above netizen revealed that in order to cover up the fact of overtime, the company would display the clock-in time of all employees as 5 o'clock. Several other Chery employees confirmed that the above description is true. According to the employees, "At Chery, even if the work is done, you are not allowed to leave work, you must stay at your workstation and record the overtime hours; some departments require 99% attendance rate on Saturdays, and each department must compare overtime hours. If the overtime coefficient (load rate) is not reached, you will be notified." (Sina Technology)