Cailian Automobile Morning Post [April 21]

(Original title: Cailian Automobile Morning Post [April 21])

Association: In the second week of April, the average daily retail sales of the overall narrow passenger car market was 27,000, down 39% year-on-year.

On April 20th, according to the data of the Association, the average daily retail sales of the overall narrow passenger car market in the second week of April was 27,000, down 39% year-on-year, and down 33% compared with the average in the second week of March this year. From April 1 to Tuesday, the average retail sales were 25,000 vehicles, down 35% year-on-year, which reflected the relatively low demand under the recent complex epidemic.

Cui Dongshu: As the epidemic situation has already appeared in mid-March, it is normal that the month-on-month decline is small this week.

SAIC: We will comprehensively consider the epidemic situation and stress test results to formulate a dynamic plan for further resumption of work and production.

On April 20, SAIC stated on the interactive platform that SAIC actively responded to promote the resumption of work and production of industrial enterprises in Shanghai on the premise of strictly grasping the epidemic prevention work. On April 18, SAIC officially launched a stress test to comprehensively eliminate the difficulties and blocking points of resumption of work. On April 19, SAIC completed the first car off the assembly line under the stress test of resumption of work and production at Lingang Passenger Car Factory. Next, SAIC will comprehensively consider the epidemic situation and stress test results, and formulate further dynamic plans for resuming work and production.

Cailian Automobile: As the epidemic situation continues to improve, car companies in Shanghai and surrounding areas are actively preparing for the resumption of production to ensure the safety and stability of the industrial chain supply chain.

Xinwangda: The adjusted price increase refers to the level of leading companies in the industry.

On April 20th, Xinwangda said at the performance briefing that the price increase of raw materials upstream of power batteries is an industrial problem. The company has made a strategic layout in the field of raw materials upstream of lithium batteries, and the supply of raw materials upstream is normal, which can meet the delivery of customers’ orders. The company has reached a supply consensus with upstream raw material partners and formed a price linkage mechanism with downstream customer partners. According to different customers, projects and product structure, the company has made corresponding adjustments to the price, and the increase rate refers to the level of leading companies in the industry.

Cailian Automobile: High-tech lithium battery data shows that the price of power batteries has generally increased by more than 15%, and some of them have reached 20%-30%.

LI: The supply chain affected the delayed delivery of some production orders in April.

On April 20th, in response to the problem that some supply chain enterprises located in Jiangsu, Zhejiang and Shanghai could not supply goods due to epidemic prevention and control requirements, LI said that this situation had a great impact on LI’s production in April, which led to the delay in the delivery of some users’ new cars. LI said that he is working with supply chain enterprises to actively restore production capacity while meeting the requirements of epidemic prevention and control, and strive to control the delivery delay within three weeks.

Cailian Automobile: Due to the epidemic, delayed delivery of orders will become a common phenomenon in the next.

Less than two months after delivery, Huawei AITO asked the M5 official to raise the price by 10,000 yuan.

On April 20th, the official AITO Automobile Company, which Huawei cooperated with Cyrus, released the announcement about the price adjustment of the M5&the listing description of the standard version of the M5 rear drive, and adjusted the prices of some models of the M5. Among them, the starting price of the standard version of Wujie M5 rear drive was adjusted to 259,800 yuan, which was 10,000 yuan higher than the previously announced price. The four-wheel drive version will be adjusted after 24: 00 on May 5, and the price adjustment plan will be announced before this. It is reported that the reason for this price increase is mainly affected by the rising cost of raw materials upstream of automobiles. On March 5th this year, the delivery ceremony of AITO Media M5 was held in Shanghai, Guangzhou, Hangzhou, Chongqing and other cities simultaneously. So far, the sales have been less than February.

Cailian Automobile: Yu Chengdong, the head of Huawei’s consumer BG, said that Huawei’s entry into the automobile industry is to be the first, and Huawei’s AITO sector M5 has also been highly anticipated.

Geely Mobile established Yuanxingji Technology Company.

Tianyancha App shows that on April 19th, Beijing Yuanxingji Technology Co., Ltd. was established with a registered capital of RMB 1 million, and its legal representative is Wang Yong. Its business scope includes mobile terminal equipment manufacturing. Integrated circuit chips and product manufacturing. According to shareholder information, the company is wholly owned by Hubei Yuanshidai Technology Co., Ltd., with Li Shufu as the chairman, and the latter shareholder is UpPhone Technology Hong Kong Limited.

Cailian Automobile: In September last year, Hubei Xingji Times Technology Co., Ltd., founded by Li Shufu, signed a strategic cooperation agreement with Wuhan Economic and Technological Development Zone, officially announcing its entry into the mobile phone field.

The new BMW 7 Series i7 is the world premiere.

On April 20th, the new BMW 7 Series i7 made its world premiere in Beijing. As the fifth pure electric vehicle brought by BMW Group to China market, the i7 is equipped with the fifth generation electric drive system of BMW, and adopts advanced computing platform and intelligent equipment, so it is technically possible for L3-class automatic driving. As the electric flagship of the BMW family, the i7 has a cruising range of over 600 kilometers.

Cailian Automobile: As a representative of all-round transformation to electrification, the release of i7 is of far-reaching significance to BMW.

Lexus exclusive pure electric vehicle new RZ world premiere

On April 20th, the new RZ, the exclusive pure electric vehicle of Lexus, was officially launched in the world. RZ is equipped with the new Steer by Wire variable ratio electronic steer-by-wire system, and DIRECT4 electronic dynamic four-wheel drive system, equipped with 71.4 kWh battery pack, and the intelligent driving system Advanced Drive is applied for the first time, which can realize intelligent tracking driving when driving on the expressway and reaching certain conditions.

Cailian Automobile: Lexus’s mature hybrid technology will become a solid foundation for its electrification transformation.

The new regulations of the British Ministry of Transport: drivers can watch videos when the vehicle is driving automatically, and individuals are not responsible for accidents.

On April 20, according to the proposed traffic law amendment proposed by the British Department of Transportation, drivers can watch TV and movies on the built-in screen of the car as long as they stay in one lane and the driving speed is less than 60 km/h during the period of automatic driving, but they should take back the control of the car when necessary. When an accident occurs in the automatic driving mode, the driver is not personally responsible and will be responsible by the insurance company.

Cailian Automobile: With the continuous deepening of autonomous driving technology, the corresponding laws and regulations are constantly being introduced and improved.

Russia-Ukraine conflict intensifies the shortage of parts and chips, and European car sales decline for nine consecutive months.

On April 20th, the European Automobile Manufacturers Association released data that in March this year, European automobile sales declined for the ninth consecutive month. In the context of the original tight supply chain, the conflict between Russia and Ukraine further weakened the supply chain and triggered a record inflation, which led to limited production capacity of car companies and suppressed market demand. According to the association’s data, in March this year, the number of new car registrations in Europe decreased by 19% year-on-year to 1.13 million, due to insufficient production of automotive semiconductors and other parts.

Cailian Automobile: The global automobile industry is experiencing multiple crises.

Schaeffler, the fifth largest parts supplier in Germany, signed a rare earth procurement agreement in Europe.

On April 20th, according to foreign media reports, German auto parts supplier Schaeffler signed a five-year rare earth metal procurement contract with Norwegian manufacturer REEtec to produce permanent magnets for electric vehicles. Schaeffler is the fifth largest automobile supplier in Germany, mainly supplying bearings to Volkswagen, GM and Honda.

Cailian Automobile: This is the first open agreement for a European automobile supplier or automobile manufacturer to purchase rare earth in Europe, which was mainly imported from China.

(Cailian reporter Hao Xu finishing/commenting)