Car company dynamics | OEM Trend
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IT Home: Dealer Harmony Automobile announced that it is the chairman of BYD GroupWangrecentlyThe opening of BYD Caroline Springs, the 100th overseas store opened by Harmony BYD, was opened and awarded。
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Fast Technology: Recently, the managing director of Volkswagen Group in charge of China’s business, and the chairman and CEO of Volkswagen Group (China), Brad said bluntly in an interview:The current competition in the Chinese market is not rational, with about 130 brands competing for market share in the field of electric vehicles, which has brought fierce price competition。 “Although pureElectric vehicleManufacturers have a strong ability to innovate and sell quickly, but almost all of them are not profitable, which means that they lack the funds to invest in the future. To this end, the Chinese government has begun to strengthen supervision, such as the recent introduction of new regulations on supplier payment cycles, according to BlackRock. But in the short term, we will not see significant market consolidation and price recovery.Relying solely on price reductions to drive sales will ultimately damage brand value.Bradley said.
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Jiemian News: Tianyancha intellectual property information shows that on July 15,The patent for “a kind of vehicle garbage bin and vehicle” applied for by Cialis Automobile Co., Ltd. was announced.The abstract shows that the vehicle garbage bin box and the box cover are installed inside the notch to be installed in the vehicle, and there is a placement chamber inside the box body, and the box cover is set at the opening of the box body to close the placement chamber. There is a drive between the box body and the box cover, which is used to drive the box lid to move towards or away from the opening. The second box is set inside the placement chamber, and the control interface is electrically connected with the drive and the vehicle control system respectively, so that the vehicle control system can control the drive to move the box cover towards or far away from the port through the control interface.The opening and closing of the bin lid is controlled by automatically sensing the human body to be close or far away through intelligent sensing sensors, eliminating the need for manual operation by the user, greatly simplifying the use process.
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Interface News:Stellantis Group announced the termination of its hydrogen fuel cell technology research and development program.Stellantis said it does not expect hydrogen-powered light commercial vehicles to be commercially available until 2030 due to limited hydrogen refueling facilities, high capital needs and a lack of strong consumer purchase incentives. Meanwhile, Stellantis said,This year, its new hydrogen-powered Pro One series models will no longer be launched. In addition, the series of models originally planned for mass production in Haldan (medium van) in France and Gliwice in Poland (large van) this summer will be canceled.
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Fast Technology:YesMedia coverage，FAW Toyota has started the research and development of the next generation of intelligent cockpits。According to people familiar with the matter, the project has been approved, and there will be an intelligent cockpit demo design soon, which is planned to be released in 2026 and installed on the latest electric vehicles, “In the research and development process, FAW Toyota will NIO, Ideal and.”HuaweiThe HarmonyOS cockpit is regarded as a benchmarking object. “The new intelligent cockpit will be deeply integrated with the AI large model.In addition to having more accurate/emotional interactive functions, the biggest feature is that it can be linked with assisted intelligent driving to respond dynamically to the driving process。
Parts and components enterprises | Supply Chain News
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Yicai: On the sidelines of the opening ceremony of the Chain Expo held in Beijing, Nvidia CEO Jensen Huang responded to the “progress of H20 chip resumption of sales to China”, saying:There are already many orders.occupyIt is understood that some companies that have already pre-ordered H20 chips are currently waiting for Nvidia’s official shipment notice.
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Gasgoo: According to Valeo’s latest news, a mainstream in ChinaNew energy vehiclesManufacturers have selected Valeo 5-in-1 deeply integrated electric drive modules for their electric drivetrain systems.It is reported that in order to shorten the development cycle to meet the growing customer and market demand, Valeo has adopted a flexible development process based on the advance pre-research technology stack, which allows the entire project to advance from the concept stage to the mass production stage in less than a year.And it is planned to start official mass production in 2026.
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Gasgoo:neardayUber Technologies Inc. and Baidu jointly announced that the two sides have reached a multi-year strategic partnership.The plan is to exclude the United States and ChinacontinentDriverless taxi (robotaxi) service will be operated in multiple markets, and the service will be connected to Uber’s shared mobility platform.
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Gasgoo:recentlyYoujia Innovation officially announced that it has been designated by Changan Automobile and will provide assisted driving domain controllers for many of its own brands and main models.According to the plan, the first cooperative model is expected to be officially mass-produced in the fourth quarter of 2025, marking the acceleration button for the large-scale penetration of ADAS into the mainstream market.
Sankei Focus | Industrial Economy
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Sina Finance:July 16th,The auto parts sector continued to be active in the afternoon,Tianlong shares and Yingli Automobile pulled up the daily limit in the afternoon, and West Shanghai and Yinlun shares followed suit.
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Interface News:July 16th,Chip stocks fluctuated higher,Cambrian rose more than 7%, Hongwei Technology rose more than 15%, and Zhuosheng Micro, Guoke Micro, Hengshuo shares, VeriSilicon shares, Ming Microelectronics, Fuman Micro, etc. followed suit.
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Tianyancha:On July 16, Shanghai Cosmar Automotive Technology Co., Ltd. was established.The legal representative is Gao Xinhua, with a registered capital of 80 million yuan, and its business scope includes auto parts research and development, machinery and equipment research and development, software development, artificial intelligence application software development, artificial intelligence basic software development, industrial design services, etc.It is wholly-owned by Chery Automobile Co., Ltd.
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Tianyancha:Recently, Nanjing Jiangning Economic DevelopmentNew energyDevelopment Company Limited,The legal representative is Qiu Guoping, with a registered capital of about 1.1 billion yuan, and its business scope is emerging energy technology research and development, parking lot services, property management, equity investment, housing leasing, and non-residential real estate leasing. Shareholder information shows,The company is wholly owned by SAIC Volkswagen Co., Ltd.
Policy News | Policy Situation
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Financial Associated Press: The Chongqing Municipal Commission of Economy and Information Technology recently solicited public opinions on the “Chongqing Intelligent Networked New Energy Vehicle Industry Chain “Chongqing Chain Intelligent Engine” Action Plan (2025-2027)”. It proposes to enhance the role of financial empowerment.Encourage municipal industrial fund of funds and related sub-funds to increase investment in the field of intelligent networked new energy vehicle parts, and explore the establishment of a fault-tolerant mechanism for government guidance funds in the field of intelligent networked new energy vehicles.Deepen and implement the listing coordination mechanism and M&A financing financial services, focus on exploring enterprises that meet the listing conditions and M&A conditions in the field of intelligent networked new energy vehicles, and store good seedlings in the market, serve and cultivate them early. Improve the assessment and evaluation indicators of banks, and take financial support for the intelligent networked new energy vehicle industry chain as an important evaluation indicator for banking institutions to evaluate the excellence of the annual evaluation。 By 2027, more than 5 new listed companies will be added in the field of intelligent networked new energy vehicles in the city, and more than 25 customized financial products for the automotive industry will be launched.
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Financial Associated Press:Recently, many provinces and cities have successively released limited-time car purchase subsidy activities for HarmonyOS Zhixing models in July.That is, from July 1 to July 31, if you purchase some models of HarmonyOS Zhixing in the provinces and cities where the event is launched, you can be given a cash purchase subsidy of 3,000 yuan per car, but the number of subsidized models in each province and city is limited, most of which are 1,000~2,000 vehicles.At present, there are Henan Province, Anhui Province,Yunnan Province, Hebei Province,Hunan Province, Tianjin, Yueyang, Changchun, Ordos, Hulunbuir and other provinces and cities released HarmonyOS Zhixing’s limited-time cash subsidy activity in July.
