In the new week, the automotive industry began to resume work and production, and the supply chain tension will ease; the ideal CEO complained about the set degree lidar design, saying that it did not meet the pedestrian protection norms; Musk said that although inflation is higher, Tesla will not increase prices in the near future; catheter times' power exchange business is put into operation in Xiamen and is expected to increase to 30 replacement stations within the year.
Well, don't say much, the following little brother to come and nag everyone, this week's car circle happened new things.
01 The dawn began to dawn, and the automotive industry began to resume work and production
Affected by the epidemic in Shanghai, in the past month, the production of automobile manufacturers and supply chain enterprises in Shanghai has pressed the pause button. He Xiaopeng, CEO of Xiaopeng Motors, once said on social media that if the automotive industry does not resume work and production, the national automotive industry will completely stop work in May. Under the overall coordination of the central and local governments at all levels, the relevant enterprises in the automotive industry in Shanghai are gradually resuming work and production.
Since April 17, employees of The Shanghai Tesla Gigafactory have begun to return to the factory, and on April 19, tesla's Shanghai factory has officially resumed work, while SAIC Lingang Passenger Car Factory, more than 200 supply chain enterprises in Shanghai and vehicle logistics companies have resumed work simultaneously.
In addition to Shanghai, the headquarters of FAW Group in Changchun and BMW Brilliance in Shenyang also resumed work in mid-April. With the gradual recovery of the supply chain, the NIO vehicle production base in Hefei also began to gradually resume production on April 14.
Please note the road car
With the gradual improvement of the epidemic situation in various places, the automobile industry has also started to resume work and production at the same time, which is a happy thing for the automotive industry, especially the vehicle manufacturing industry, which is in the supply chain continues to be tight. It is believed that with the resumption of work more and more enterprises, this short-term crisis will be completely overcome, and car companies will be able to restore the previous level of delivery. However, this crisis has also given all vehicle companies a wake-up call, and it is necessary to do a good job in the control of supply chains and parts, and to be prepared to better cope with the crisis.
02 Ideal CEO spit set degree "dual lidar"
Recently, Jidu released the first car robot concept car front shape design details, Jidu will be lidar innovatively placed on the central sides of the front hatch, similar to the AE86 jump light design, when need to use automatically pop up, the design triggered many netizens to discuss, and even ideal car CEO Li Xiang personally "spit" the design.
Li wanted to say on social media that the lidar of Jidu Automobile is located on the front cover, which does not meet the pedestrian protection regulations expected to be implemented in 2024, that is, the engine cover should be fully covered on the lights, and there is a certain buffer zone, Li xiang also said that there is no difference between putting a radar on the roof and putting two performances on the cover, and even the performance of the single radar on the roof will be better, but it needs to be adapted in the shape.
At present, the lidar of the front of the car is mainly placed on the roof or headlight position, like the Weilai ET7, the ideal L9 adopts the design of a single radar on the roof, and the Xiaopeng P5 and G9 are integrated at the headlights. The advantages and disadvantages of these two designs will take time to verify. However, the design hidden in the front cabin increases the mechanical structure and occupies the internal space of the cabin, I don't know how the concentration will improve the stability of the mechanical structure and the internal space design problem?
Road car Please note
Nowadays, lidar has become an important configuration for more and more intelligent cars, and each company has different solutions in the installation location of lidar due to its own design and algorithm. Although this design of Jidu has a sense of futurism and helps to reduce wind resistance, it may also affect the safety of pedestrian collisions, and Li Xiang's kind "spit" may help optimize the program of future Jidu automobiles. But then again, according to this pedestrian protection plan, isn't it Lynk & Co and Extreme Krypton that need to be redesigned first? I wonder what the reform plan will be for Lynk & Co and Extreme Kr?
03 Musk said Tesla will not raise prices in the near future
Recently, Musk said on the earnings call that inflation has led to serious price increases in the supply chain, but Tesla will not increase prices in the near future.
Musk said that the inflation problem is more serious than the official US report, is likely to last throughout 2022, some suppliers have asked for parts to raise prices by 20-30%, but Tesla's current price has included Tesla's expectations for future cost growth, the price is for the next 6-12 months of delivery of cars, so there will be no price increase in the near future.
At the beginning of this year, Tesla has carried out several rounds of price increases in China and the United States, in the Chinese market, Model 3 and Model Y have multiple price increases, and each configuration version has at least more than 10,000 yuan of increases compared with the price increase. In the first quarter of this year, Tesla's gross margin has jumped to 32.9%, doubling the average gross margin.
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As the leading industry of new energy vehicles, Tesla has always changed with the fluctuation of market prices, last year because of the supply chain price decline and a sharp price reduction, at the beginning of this year Tesla smelled the breath of price increases and took the lead in raising prices, I have to say that Tesla's market sensitivity is indeed high enough, which is also the reason why it can achieve such a high gross profit margin.
04 CATL EVOGO substation put into operation in Xiamen
On April 18, CATL officially announced that its EVOGO power battery replacement service was launched in Xiamen, and the first batch of four substations have been officially put into operation in Xiamen, and it is expected that by the end of this year, 30 substations will be built in Xiamen.
CATL's EVOGO power exchange brand was released in January this year, and the brand's power exchange technology uses the "chocolate power exchange block" developed by CATL as a battery, which has the characteristics of small size, high energy density and free combination. The battery energy density reaches 160wh/kg, which can achieve a single battery to provide 200km of endurance, and the whole time of power exchange takes only 1 minute.
It is reported that the monthly preferential price of the "chocolate" replacement block in the Ningde era is as low as 399 yuan / block, and the rental price and the replacement price will be dynamically adjusted with market changes. At present, the Pentium NAT power exchange version can already be replaced at the power exchange station.
Road car Please note
When the power battery giant began to operate its own power exchange service, it had a certain role in promoting the development of the entire power exchange market. Although the current model that supports power exchange is a Pentium NAT model for the taxi and online car markets, EVOGO's power exchange technology supports A0-C class models, with the gradual popularization of the power station and the gradual improvement of popularity, other brands of models or will successively launch a version that supports the power exchange technology, maybe one day in the future, we can see that Weilai can also change the power in this power exchange station
All right! Xiao Dao brother this week and everyone first nagged so much, the car circle hot smell, said on the road! If you still want to eat melon seeds together, please pay attention to me.
We'll see each other next Friday.