Today's Evening News highlights: the Ministry of Industry and Information Technology stipulates that vehicle companies, OTA functional products, and OTA activities need to be filed; under the epidemic situation, the automobile industry is struggling to resume production upstream supply challenges, more than 30 parts suppliers of car companies have stopped production, and industry insiders said that Chinese car companies may all stop production in May; Jia Yueting was disciplined to step down as Faraday Future CEO, and his close confidant Wang Jiawei left his post; in terms of models, Changan UNI-K iDD new energy vehicles increased in price, WM E.5 medium-sized vehicles were listed, Smart Genie #1 will be released on April 25, BMW i7 will be launched worldwide on April 20, and the core information of self-touring NV will be exposed...
Policy Related:
Ministry of Industry and Information Technology: Vehicle enterprises, OTA functional products, and OTA activities need to be filed
One sentence comment: Presumably this is also for the sake of "data security" to consider, when the OTA upgrade has a filing process, this can also urge car companies to correct the direction of thinking before each OTA.
On April 15, the Equipment Industry Development Center of the Ministry of Industry and Information Technology issued the Notice on Carrying Out online upgrade filing of automotive software. The Notice stipulates that the vehicle manufacturers that have obtained the road motor vehicle production access license, as well as the automotive vehicle products with OTA upgrade functions and the OTA upgrading activities implemented by them, should be filed for the record.
Hot Events:
Why did BMW fall in the electric age?
One-sentence comment: In the strategy of electrification transformation, BMW Group has fallen behind in terms of strategy, technology and sales in the era of electric vehicles because of its large size and the management's forward-looking approach.
The BMW Group's hundred-year history in the field of fuel vehicles has become a historical burden of the electric vehicle era. With the advancement of the global "carbon reduction" timetable, fuel vehicle companies have accelerated towards the era of electric vehicles, just into April, BYD announced the end of the brand's nearly 20-year history of fuel vehicles, becoming the world's first car company to announce the suspension of fuel vehicles, BYD in the market ripples for a long time, which aggravated the anxiety of other fuel vehicle companies.
The auto industry is struggling to resume production upstream supply assurance has become a challenge More than 30 parts suppliers of car companies have stopped production
One-sentence comment: If the upstream of parts and components companies cannot be produced in areas where the new crown epidemic occurs, it also leads to the inability to supply OEMs in time.
"We have signed more than 1,000 cars for overseas orders, and they have not yet been sent out, and the customer has paid a deposit, and it has been 40 days today." The departure of the domestic market has also been greatly affected, and many dealers are waiting for the car. On April 14, Wang Shan (pseudonym), a senior executive of an independent car company, told the first financial reporter that according to the policy, although some areas can resume work and production, the supply of parts from some suppliers is interrupted because the road is not completely smooth. At present, a number of car companies have been affected by the suspension of parts and components.
Changan Automobile announced a price increase The price of the new energy model UNI-K iDD will be raised by 6,000 yuan
A word comment: I did not expect that the impact of the price increase of battery raw materials on the plug-in and hybrid model is not small, and friends who intend to buy the car quickly place an order before May 1.
On April 15, Changan Automobile official micro released an explanation on the price adjustment of UNI-K iDD: Affected by the recent sharp rise in raw material prices, Changan Automobile will adjust the official guidance price of the new energy model UNI-K iDD, with an increase of 6,000 yuan. The price adjustment will take effect at 00:00 on May 1, and users who have been determined before this time will not be affected by this price adjustment.
He Xiaopeng: If you can't find a dynamic way to resume work and production, Chinese car companies may stop production in May
One-sentence comment: It can only be said that the impact of the epidemic in Shanghai is far more than this, and it is expected that the government will continue to refuel, after all, it is necessary to live in food, clothing and housing, in order to be happy again.
A few days ago, He Xiaopeng, chairman of Xiaopeng Automobile, posted in the circle of friends that if the supply chain enterprises in Shanghai and the surrounding areas cannot find a way to dynamically resume work and production, all Chinese automakers may have to stop work and production in May. He Xiaopeng's concern is not unreasonable: as one of China's important vehicle production bases, Shanghai will produce 2.833 million vehicles in 2021, accounting for more than one-tenth of the national automobile production (26.528 million units).
Yu Chengdong: If Shanghai cannot resume work and production, the automobile industry will completely stop production after May
One-sentence comment: So, in May, all Chinese automakers may really have to stop work and production?
April 15 news, today, Huawei consumer business CEO, smart car BU CEO Yu Chengdong posted in the circle of friends that if Shanghai can not resume work and production, after May all technology/industrial industries involving Shanghai supply chain, will be fully suspended, especially the automobile industry. He also said that since mid-April, some companies have begun to cut off supply chains due to closures such as Shanghai.
Jia Yueting was disciplined to step down as Faraday's future CEO Wang Jiawei, a close confidant, left his post
One sentence comment: Some people close to FF revealed that the contradiction between the current FF board of directors and the management team dominated by Jia Yueting has escalated, and the influence of the Chinese executive founding team represented by Jia Yueting on FF has been seriously weakened.
On April 15, Faraday Future(hereinafter referred to as "FF") latest internal investigation results and related disciplinary sanctions were exposed, Jia Yueting was dismissed as CEO, and now continues to serve as chief product officer, focusing on product, mobile ecosystem, Internet, artificial intelligence and technology research and development functions, and no longer holding management-related positions. According to the latest findings, he was replaced by Matthias Aydt, former senior vice president of business development and a member of the board of directors, for a six-month probationary period with immediate effect. At the same time, he will continue to serve as a non-independent director of the board of directors during the term of the new CEO.
NIO gradually resumed production on April 14 And the suspension of production for 5 days / follow-up depends on the recovery of the supply chain
A word comment: As far as the current situation of the epidemic in Shanghai is concerned, it is really difficult to resume production on a large scale, and perhaps in May, Weilai will stop work for a period of time.
A few days ago, we learned from relevant channels that WEILAI will gradually resume production from today, which shows that after five days of announcing the suspension of production on April 9, the Jianghuai Weilai factory in Hefei, Anhui Province, began to gradually resume production. It is reported that the current supply chain has recovered slightly, but the subsequent production situation depends on how the recovery is. Just on April 9, that is, five days ago, WEILAI insiders said that since March, due to the epidemic, WEILAI's supply chain partners in Jilin, Shanghai, Jiangsu and other places have stopped production one after another and have not yet recovered.
New Car Information:
WM E.5 listed NEDC 505km endurance price of 18.01-19.01 million yuan
A word comment: In the medium-sized pure electric car, this pricing is still very competitive, but WM should better use E.5 to "reduce the dimensionality of the blow" BYD Qin PLUS, GAC Aion S is right, if so, this price has no advantage.
On April 15, the new WM E.5 was officially launched, and a total of 2 models were released for the new car, priced at 180,100-19.01 million yuan. Previously, WM E.5 was exclusively available for the online ride-hailing market and will be sold to individual users from now on. In detail, the WM E.5 adopts an electrified front face design, which makes the visual effect wider, and while optimizing aerodynamics, it also makes the front posture more impactful. The front fog light area features a reference to the two wings of the fighter, which has a great sense of speed.
Scenery MINIEV candy model opens blind subscription Four blind subscription rights / May market sale
A word comment: I don't know how big the micro pure electric vehicle market is, anyway, the pioneers have derived new models and new ways to play, but maybe Dongfeng Scenery MINIEV will still have space for the female market, please look forward to it.
On April 15th, the scenery MINIEV candy model officially opened blind booking. During the event, users need to pay a one-time payment of 99 yuan online, and they can participate in blind booking through the MINIEV Mini Program. This time, for 2,000 users across the country, four blind booking rights blind boxes with a limited value ranging from 3638 yuan to 8988 yuan are provided. As a new product of the MINIEV series, the new car is equipped with a NEW VERSION OF THE CLTC WITH A MAXIMUM RANGE OF 220 KM, EQUIPPED WITH A MOTOR WITH A MAXIMUM POWER OF 30 KW AND A 16.8 KWh LithiuM Iron PhosphATE Battery.
Smart Genie #1 will be available on April 25 clinging to the CLTC with a range of 560km
A word comment: Look at the largest smart in history is still taking the boutique model route, but the price will certainly not be cheap, but after electrification, smart is more like the real "city commuter elf".
Recently, it was learned from smart officials that Genie #1 will be listed on April 25. As a new small pure electric SUV created by the smart brand, the new car is designed by the Mercedes-Benz global design team, and is built based on the Geely Haohan SEA architecture and produced in China. The exterior styling of the new car is highly consistent with the previously released concept car, and is equipped with a rear motor and a 66kWh ternary lithium battery pack, and the CLTC has a maximum cruising range of 560km.
Power More Aggressive/Fuel Consumption Challenge BYD DM-i Geely Emgrand L Thor Hi · X is officially unveiled
One sentence comment: This time Emgrand L Thor Hi · The arrival of X will further enrich users' car purchase choices and help Geely's electrification transformation process, and look forward to a surprise price in the future.
Currently, Geely Emgrand L Thor Hi · X is officially unveiled. As Geely's first sedan equipped with a 1.5TD-3DHT RayTheon Engine system, it officially announced that its maximum endurance is 1300km when full fuel, the acceleration time of 0-100km/h is only 6.9 seconds, and the fuel consumption is 3.8L/100km. In terms of exterior design, the new car basically follows the design style of the current Emgrand L, but has been adjusted for details, such as the car adopts a large front grille, and the charging port is set at the left front fender.
BMW i7 brochure exposed The world premiere on April 20
One sentence comment: BMW does not bring too many highlights in pure electrification products, and it is expected that bmw i7 can be different.
Recently, foreign media exposed the BMW i7 brochure, and the new car was also displayed in front of everyone's eyes for the first time. As the new flagship pure electric sedan created by the BMW i brand, the BMW i7 and the new generation of the 7 Series will be launched worldwide on April 20. It is expected that the BMW i7 xDrive60 model will be released at that time, and the comprehensive Cruising range of EPA conditions will be about 483km.
5.9 seconds to break the 100 / extended range version of the comprehensive endurance of 939km self-touring NV core parameter information exposure
One-sentence comment: Although the release of the real car has been postponed, the release of the core information is still very sincere, which has to make people look forward to the price of this medium-sized SUV that resembles a Land Rover.
On April 15, the core information such as NV endurance, power and safety was obtained from the official self-touring car. The new car is positioned as a luxury medium to large urban exploration SUV, providing pure electric/extended range two powertrains. In order to meet the user's daily commuting and long/short outdoor travel, the new car has launched two power modes based on the GEMINI twin power module system: the pure electric version of the CLTC working range of 550km, the extended range model WLTC working range of 939km (CLTC working mileage of more than 1257km).
The factory plans to disclose new car information Honda CR-V\ Accord hybrid is about to be replaced
One sentence comment: The technical innovation of the hybrid system is believed to be more attractive than the replacement of the model, and the Honda MMD is worth believing.
Recently, Honda's Indiana plant said that it will end production of Honda INSIGHT in June and will launch a new CR-V hybrid model this year, followed by the Accord hybrid model. For reference, the third-generation Honda INSIGHT is one of the best-selling compact hybrid models in the United States, with cumulative sales of more than 80,000 units since its launch in 2018. In the future, the launch of the new CR-V\Accord hybrid is expected to account for 50% of the total sales volume of the series. Thereafter, the plant will also produce Civic hybrid models.
Ford F-150 Lightning delivered on April 26 Pure electric pickup truck marks milestone moment
One-sentence comment: Electric pickup trucks have a high degree of attention in North America, but they are temporarily out of touch with the domestic market, and the follow-up will compete with tesla, Hummer and other brands of electric pickups.
Recently, according to Ford's official statement, the new Ford F-150 Lightning will be put into production and delivery on April 26, and Ford owners and employees will participate in the celebration of "Job 1". The Ford F-150 Lightning, which debuted worldwide in May 2021, is available in a dual-row seat, single-cargo-size model, as well as a commercial vehicle version. The XLT model guide price is 52,974 US dollars, about 340,800 yuan; the top model Platinum is priced at 90,474 US dollars, about 582,100 yuan.
Smart Technology:
Stellantis Group and Qualcomm have reached a cooperation to create a 5G intelligent cabin system for the Internet of Vehicles
One-sentence comment: Snapdragon digital chassis solutions will first be applied to the Maserati brand, empowering The Stellantis Group's next-generation information audio-visual system.
Recently, Stellantis Group and Qualcomm Technologies announced a technical cooperation for many years to come. From 2024 onwards, both sides will take advantage of the latest Snapdragon? Digital chassis? Advanced technology delivers a smart, customizable and immersive in-car experience for millions of cars across Stellantis' 14 iconic car brands. Taking advantage of Snapdragon? With cockpit platforms and 5G capabilities for in-vehicle connected systems, the Stellantis Group will be able to meet the changing needs of customers for personalized and advanced experiences that can be continuously upgraded.
Industry:
700km/acceleration 5.5s Volkswagen announces plans to upgrade the MEB platform
One-sentence comment: Although the MEB platform has launched a number of pure electric vehicles, in the fierce market competition, the comprehensive strength of its products is not outstanding, and the mileage, charging speed and vehicle performance cannot be compared with the benchmark of the same level, so the upgrade is imminent.
Volkswagen announced plans to upgrade its Electric Vehicle Platform (MEB). The program includes a range of up to 435 miles (700 km), over 200 kilowatts of charging power, and 5.5 seconds of 100 km/h acceleration, making its products compete with the best on the market today. It is reported that the latest upgrade may appear first in upcoming cars, such as the Aero B. However, existing models should be gradually upgraded.
The Mercedes-Benz MMA pure electric platform will be compatible with the production of fuel vehicles including the new A-Class/B-Class and other vehicles
One sentence comment: This benefit is to help Mercedes-Benz better save operating production costs, and combined with the price of luxury models, it will increase the profit margin of Mercedes-Benz.
Recently, it was learned from relevant sources that the Mercedes-Benz MMA pure electric platform will be compatible with the production of fuel vehicles in the future, and the platform is expected to be unveiled in 2024, which means that products including the new A class, the new B class, the new CLA and other products may provide fuel and pure electric models at the same time. It is expected that most of these products will be produced by Beijing Benz in the future. According to the description of Mercedes-Benz insiders, the MMA pure electric platform will be a pure electric vehicle priority manufacturing platform in the future, but it is not exclusive to pure electric vehicles and will be compatible with the production of fuel vehicle products.
Lantu signed a strategic cooperation agreement with Baidu to cooperate in the field of intelligent driving
One sentence comment: This powerful combination can not only strengthen the application of Lantu in the intelligent cockpit, but also the automatic driving assistance system will go to a higher level.
On April 15, Lantu and Baidu signed a strategic cooperation agreement, according to which the two sides will carry out priority cooperation in business areas such as intelligent driving, intelligent cockpit, intelligent driving simulation cloud, automobile safety, intelligent map, etc., give full play to the respective advantages of high-tech Internet companies and high-end new energy vehicle enterprises, combine to form an effective technology alliance, jointly build new scenarios for intelligent driving and intelligent networking, explore new business models and new ecological cooperation, and promote the development of China's high-end automobile brands.
CATL and Indonesia to build a power battery industry chain project amounting to nearly 6 billion US dollars
One-sentence comment: The project will further improve the strategic layout of the CATL era in the battery industry, ensure the supply of upstream key resources and raw materials, reduce production costs, and promote the company's battery recycling industry layout.
Recently, Guangdong Bangpu subsidiary Puqin Times signed a tripartite agreement with Indonesia's PT Aneka Tambang (ANTAM) and PT Industri Baterai Indonesia (IBI) to jointly build a power battery industry chain project including nickel mining and smelting, battery materials, battery manufacturing and battery recycling. For reference, Guangdong Bangpu is a holding subsidiary of CATL Times.
(Text / Liu Kanshun)