Editor's note: Whip Bull Corps sorts out the hot industry news every day and understands the dynamics of the day in one stop.
—— Domestic dynamics ——
1. The M9 exceeded 80,000 units in 136 days after it was launched
According to the official news of Hongmeng Zhixing, after 136 days of listing, the cumulative number of M9 has exceeded 80,000 units. The official guide price range is 469,800-569,800 yuan.
2, Zhou Hongyi responded that he didn't understand the car: he is a novice in the car rim and not a top class
Today, Zhou Hongyi released a video in response to the question of "I don't know how to drive but recommend cars to everyone", Zhou Hongyi said, "There is a huge misunderstanding here." I've never wanted to be a car critic, I'm just a novice in the car circle, but I may represent a mentality that many novice users choose a car."
Zhou Hongyi also said that as new energy vehicles become more and more popular, it is not necessary to understand its technical principles, and the parameters and performance indicators that cannot be understood are to make judgments and choices about the car from the perspective of user experience, which may also represent a consideration for users, so the car may become more and more like a digital product, and user experience or perceptual understanding may become more and more important.
Of course, Zhou Hongyi admitted that the rim V was more professional than him, and also expressed his hope to ask the rim V for advice, advice and help, and hoped to give him some guidance on technical parameters and professional indicators.
3. The SAMR issued the Interim Provisions on Online Anti-Unfair Competition, which came into force on September 1
The State Administration for Market Regulation (SAMR) today issued the Interim Provisions on Anti-Unfair Competition Online, which will come into force on September 1, 2024. It aims to prevent and stop unfair competition on the Internet, maintain the market order of fair competition, encourage innovation, protect the legitimate rights and interests of operators and consumers, and promote the standardized, healthy and sustainable development of the digital economy.
4. Li Auto will push OTA version 5.2: 19 new functions
Li Auto officially announced that OTA5.2 will be pushed to the Ideal MEGA and Ideal L series, including 19 new functions and 23 experience optimizations. According to the function introduction, OTA5.2 is the first mass-produced BEV model architecture intelligent driving solution based on the Horizon Journey 5 chip, AD Pro 3.0 realizes high-speed NOA 1,000-kilometer level zero takeover, and intelligent parking supports more than 300 types of complex parking spaces. The whole system supports Apple shortcuts to control the car.
In May and April, the number of public charging piles increased by 68,000 compared with March, a year-on-year increase of 47.0%
According to data from the China Charging Alliance, there were 68,000 more public charging piles in April 2024 than in March 2024, a year-on-year increase of 47.0% in April. As of April 2024, members of the alliance have reported a total of 2.977 million public charging piles, including 1.315 million DC charging piles and 1.661 million AC charging piles. From May 2023 to April 2024, an average of about 79,000 new public charging piles will be added every month.
From January to April 2024, the increment of charging infrastructure will be 1.017 million units, and the domestic sales of new energy vehicles will be 2.520 million units, and the charging infrastructure and new energy vehicles will continue to grow rapidly. The incremental ratio of pile vehicles is 1:2.5, and the construction of charging infrastructure can basically meet the rapid development of new energy vehicles.
6. Brother Sam responded to the Jingjing incident again: Every time there is a negative growth, but the business has skyrocketed
Xuan Jing, the former vice president of public relations of Baidu, once spent 5,960 yuan to pay for classes, and the Douyin Internet celebrity Sange talked about the Xuan Jing incident again in the WeChat group today. Brother Sam said in the WeChat group that there is a negativity every time he grows, and basically it will be better after each time, and the last time his business skyrocketed. Faced with the group's inquiries about the current state, Brother Sam said that this is the third time and he is used to it.
7. Geely Automobile: "The announcement of a strategic partnership with Foretellix" is false information
Geely Automobile said in a statement today that the recent reports about "Geely Automobile and Foretellix announcing a strategic partnership" are false information. Geely Auto does not have a strategic partnership with Foretellix, and Geely Auto has asked the relevant parties to remove the false information.
According to media reports, Israeli automotive safety technology startup Foretellix issued a statement on May 7 local time, announcing a strategic partnership with Geely Automobile to promote the large-scale safe deployment of autonomous vehicles, while reducing Geely's R&D costs and improving development efficiency.
8. The ZEEKR 001 model sold 11,729 units in April
Today, Lin Jinwen, vice president of ZEEKR Intelligent Technology, released a poster that the new ZEEKR 001 model sold 11,729 units in a single month in April, with the words "more than 250,000 pure electric champion cars".
9. China Association of Automobile Manufacturers: The sales volume of new energy vehicles in April 2024 will be 850,000 units, a year-on-year increase of 33.5%
According to data released by the China Association of Automobile Manufacturers, in April 2024, the sales volume of new energy vehicles will be 850,000 units, a year-on-year increase of 33.5%, and the market share will reach 36%. From January to April, the production and sales of new energy vehicles reached 2.985 million units and 2.94 million units, up 30.3% and 32.3% y/y, respectively, with a market share of 32.4%.
In addition, in April this year, the domestic sales of passenger cars were 1.572 million units, a decrease of 13.2% month-on-month and a year-on-year increase of 5.1%; Passenger car exports totaled 429,000 units, reflecting a 1.2% m/m increase and a 35.9% y/y increase. Among them, the domestic sales of traditional fuel passenger vehicles were 878,000 units, a decrease of 107,000 units over the same period of the previous year, a decrease of 20.4% month-on-month, and a year-on-year decrease of 10.8%.
10. NIO applied for a trademark for the self-developed chip Shenji
Tianyancha intellectual property information shows that recently, Shanghai Weilai Automobile Co., Ltd. applied for the registration of 1 "Shenji" trademark, which is internationally classified as a scientific instrument, and the current trademark status is pending substantive examination.
It is worth mentioning that the company applied for the registration of a scientific instrument "Shenji" trademark in November last year, but the trademark application has been rejected. According to reports, in December last year, at the 2023 NIO Day, NIO released its first self-developed intelligent driving chip, Shenji NX9031, which is the industry's first intelligent driving chip manufactured using a 5nm automotive process and integrates more than 50 billion transistors inside.
11. Xpeng Motors announced its entry into the Australian market
Xpeng Motors today announced that it has entered into the Australian market by entering into the Australian market with TrueEV Australia, which will serve as the exclusive import, distributor and retailer of Xpeng Motors in the Australian market, providing brand showrooms and full customer support. Xpeng Motors will officially launch the Xpeng G6 for the Australian market in the fourth quarter of 2024.
12. The market value exceeded 50 billion yuan, and ZEEKR's U.S. stock closed up 34.57% on the first day of listing
At the end of the first trading day of the New York Stock Exchange, the closing stock price was $28.26, up 34.57% from the issue price, and the intraday increase once exceeded 40%, and the market value once reached $7.16 billion (about 51.729 billion yuan).
It is reported that in 2021, 2022, and 2023, the total operating income of ZEEKR will be 6.5 billion yuan, 31.9 billion yuan, and 51.7 billion yuan respectively, of which the revenue in 2023 will increase by 62% year-on-year, and the gross profit margin of the vehicle will be 15%.
13. Apple is about to reach an agreement with OpenAI to use ChatGPT features in iOS 18
According to Bloomberg, Apple is close to striking a deal with OpenAI to use the startup's technology on iPhones as part of a broader effort to bring AI capabilities to its devices, according to people familiar with the matter.
The two sides are finalizing the terms of the agreement to use ChatGPT's features in iOS 18, Apple's next-generation iPhone operating system, according to people familiar with the matter. [Bloomberg]
14. Can Chuangwei Automobile cure diseases and prolong life? Official response: taken out of context
Recently, Huang Hongsheng, the founder of Skyworth Automobile, said that Chuangwei Automobile can alleviate high blood pressure and improve immunity, which has aroused heated discussions among netizens. Skyworth Motors today released a statement on the untrue remarks spread on the Internet, saying that the remarks spread on the Internet that "the founder of Skyworth Motors said that Chuangwei Motors can cure diseases and prolong life" is taken out of context and maliciously patchwork, seriously misleading the public.
15. A joint venture between Leapmotor and Stellantis Group will be established soon, and it is expected to start export business in the second half of the year
Zhu Jiangming, Chairman of Leapmotor, and Tang Weishi, CEO of Stellantis Group, will jointly attend a joint press conference next week, when the two parties will announce the establishment of the "Leapmotor International" joint venture.
Zhu Jiangming said in March 2024 that the joint venture's senior management team had been formed and that it was expected to start export business in the second half of 2024, with the goal of selling 500,000 vehicles outside the Chinese market by 2030. (Sina Technology)
16. Geely Holdings: Sales of new energy vehicles in April were nearly 100,000 units, an increase of 52% year-on-year
According to data released by Geely Holding Group, the total sales volume in April 2024 was 247,300 units, a year-on-year increase of 29%. Among them, the sales of new energy vehicles were 99,200, a year-on-year increase of 52%, and the penetration rate of new energy reached 40%. From January to April, sales were 986,000 units, a year-on-year increase of 28%.
—— International News ——
1. Ultraman: The product to be released next Monday is not GPT-5, nor is it a search engine
OpenAI CEO Sam Altman refuted a Reuters report that OpenAI will launch a search product next Monday, the day before Google's Google I/O conference.
Rumors about the launch have been circulating throughout the week, and OpenAI today confirmed through an X post that it will host the Spring Update event on Monday, May 13 at 10 a.m. PT, inviting the public to attend the event via a livestream on the company's website.
2. Biden plans to raise tariffs on Chinese electric vehicles: soaring from 25% to about 100%
According to foreign news reports, people familiar with the matter revealed that the Biden administration plans to raise tariffs on electric vehicles and other clean energy products from China next week. According to the sources, the tariff rate on electric vehicles in China will rise about fourfold, from 25% to about 100%. They also said the rate hikes would apply to China's batteries and solar panels — two areas in which the Biden administration is investing domestically. Administration officials plan to make the announcement on Tuesday, though the timing could change. The White House declined to comment.
3. Microsoft was awarded $242 million in damages in the Cortana patent lawsuit
A federal jury in Delaware said Friday after ruling that Microsoft's Cortana virtual assistant software infringed IPA patents that Microsoft must pay patent owner IPA Technologies $242 million.
After a week-long trial, the jury agreed with the IPA that Microsoft's speech recognition technology infringed IPA's patents on computer communications software.
4. It is reported that Samsung stopped research on autonomous driving and developers moved to the field of robotics
According to industry sources, Samsung Electronics has stopped research on self-driving cars, and the Samsung Advanced Technology Research Institute (SAIT), which is responsible for Samsung's medium- and long-term development, has excluded autonomous driving from research projects and transferred developers to the field of robotics as part of Samsung's medium- and long-term development. (BusinessKorea)