Edit the | Gold does not change
| Electric Guild
1. The price of automotive chips has risen across the board
On February 24, according to CCTV, the SEG Electronics Market in Shanghai's Huangpu District, the largest semiconductor trading market in Shanghai, has attracted much attention since the shortage of automotive chips.
After consultation, a core chip for a body electronic stability system produced by STMicroelectronics. In the previous year, the original price of this chip was only about 20 yuan, and the price rose sharply. Market merchants told reporters that it has now been speculated to 2800 yuan, not including tax. It is understood that the price of most automotive chips is currently rising, and the increase is several times small.
Since last year, affected by the epidemic, the production capacity of chip factories in Southeast Asia and other places has fallen sharply, and the supply of automotive chips has exceeded demand. In addition, the hoarding of chip dealers is also an important reason for the soaring price of automotive chips.
2. Euler responds to the black/white cat suspension
On the evening of February 23, Euler CEO Dong Yudong posted in the ORA App that the Euler brand passed the notice of black cats and white cats to the terminal on February 14 to stop taking orders, but after the notice was issued, it caused users and followers to question the suspension of production, and said: Black and white cats stopped taking orders, not production, we did encounter difficulties.
Dong Yudong said that although the Euler brand has the advantages of the industrial chain, it still brings huge losses to the company, taking black cat as an example, after the sharp rise in raw material prices in 2022, the loss of a single station exceeded 10,000 yuan. In the environment of lack of core and less electricity, the cumulative number of orders waiting for delivery to users by black and white cats has exceeded 20,000 units, calculated according to the current production volume, if orders continue to be received, the delivery of new orders will wait until the second half of 2022.
3. Ningde era power exchange officially "opened"
On February 23, CATL released two news, one is that it and Sany Heavy Industry put into operation the Fujian Provincial Heavy Truck Application Demonstration Project, and the other is announced that it will work with the Fujian Expressway Group to build a high-speed power exchange network in Fujian Province. As of the close of the day, catalpines rose 2.98% to 519 yuan, with a total market value of 1.21 trillion yuan.
The reason for choosing heavy trucks as a priority landing project, CATL said that heavy trucks, as a major carbon emitter in the field of transportation, it is imperative to fully promote electrification. In addition to environmental protection issues, the most worrying thing for users is the operational efficiency problems caused by slow charging, difficult charging, and anxiety about battery life, and the current charging mode cannot really solve the user's pain points, so the power exchange mode came into being.
4. WEILAI entered the mobile phone industry, and Yin Shuijun, the former president of Meitu, joined
Apple, Huawei, Millet and other mobile phone giants to build cars, has long been not a new thing, and car companies to make mobile phones, is no longer an isolated case of Geely. Recently, we learned from a number of insiders that the domestic new car head company Weilai has entered the mobile phone industry, and Yin Shuijun, the former president of Meitu Mobile Phone, has joined and led the mobile phone business of Weilai.
"The project has been established for a while, and the current team is located in Shenzhen, doing personnel recruitment." Sources said that WEILAI has released a large number of mobile phone business related positions, including BSP engineers, communication test engineers, imaging chip design engineers and so on.
5. Volkswagen's 4,000 luxury cars caught fire and burned
February 23 news, a few days ago a car transport ship called "Felicity Ace", loaded with nearly 4,000 Porsches, Bentley, Audi, Lamborghini and Volkswagen, in the atlantic near the Azores, a fire broke out, causing global netizens to pay attention.
Yan Boyu, president and CEO of Porsche China, responded in an interview, "Since Porsche, Volkswagen and Lamborghini are all operating independently of each other, it is not clear how big the total loss will be. It is reported that the "Felicity Ace" freighter is still smoking, drifting at sea in an unmanned state.
6. Volkswagen is considering listing 25% of Porsche shares
Recently, according to foreign media reports, two people familiar with the matter revealed that Volkswagen Group is considering listing its luxury car manufacturer Porsche, issuing an equal number of common and preferred shares, and possibly paying special dividends to Porsche shareholders to gain support.
Volkswagen and Porsche confirmed earlier that they were negotiating a listing, which could become one of the largest IPOs in history. It is reported that if Volkswagen decides to support Porsche's initial public offering (IPO), it may seek to list 25% of Porsche's shares, although no agreement has yet been reached, and the details of the final agreement may still change.
7. BYD's 2022 Don EV new official picture is released
Recently, BYD Auto Official Micro posted the 2022 Tang EV poster designed with the new EV Dragon Face. As a mid-term modification, one of the biggest changes in the appearance of the 2022 Tang EV is that on the front face, it is replaced by a closed intake grille design similar to that of Han EV and Song PLUS EV, and the front grille adds a thick chrome trim and embedded the "Tang" logo.
It is reported that the 2022 Don EV is available in two-wheel drive and four-wheel drive versions, and the endurance of CLTC reaches 615 kilometers (four-wheel drive) and 730 kilometers (two-wheel drive) under CLTC conditions. The new Don EV will be equipped with a front-drive motor with a maximum of 168 kilowatts, and the four-wheel drive high-performance version is equipped with dual motors front and rear, with a maximum power of 180 kW and 200 kW respectively, and an acceleration time of 0-100 km/h takes only 4.4 seconds.
According to the previous exposure information, the 2022 Don EV is currently tentatively scheduled to open pre-sale in late March, and will be delivered in small quantities while being listed in late April, and will be delivered normally from May.
8. Ruilan Auto Maple Leaf 60S was officially launched
On February 23, Ruilan Automobile's first electric car, the Maple Leaf 60S, was officially launched, launching two models, the Easy Line Version and the U-Line Version, with the official guidance prices of 139,800 yuan and 169,800 yuan respectively. The model is based on GBRC's new generation of charging and replacing modular platform, mainly focusing on the B-end operation market.
The development history of Ruilan Automobile:
In October 2021, Geely Automobile Group CEO Gan Jiayue proposed for the first time at the "Smart Geely 2025" strategy conference that it would launch a new "power exchange travel brand"
In December 2021, Geely Automobile and Lifan Technology jointly announced that the two sides will each invest 300 million yuan to establish a joint venture
On January 1, 2022, the global name campaign for the joint venture tram replacement system with the theme of "Awakening The Force of Freedom 2022" was launched
On January 24, 2022, the joint venture was named "Ruilan Automobile".
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