Car company dynamics | OEM Trend
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Interface News:On July 10, in response to the new products of Zongshen tricycles named Zhijie S300 and Wenjie Q1P, the WeChat public account of “Zongshen Smart Travel” issued an apology statement, saying:The company is fully aware of the inappropriate content of the release and live broadcast,The naming of relevant products has been immediately rectified,Remove and stop disseminating all relevant controversial content, and comprehensively strengthen the internal audit mechanism.
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Gasgoo:On July 10, Xiaomi Auto announced that its cumulative delivery has exceeded 300,000 units.At the same time, Xiaomi Auto said, “After 15 months on the market, 300,000 deliveries have been completed, thanks to the trust of car owners and friends.” We will continue to work hard to build a good car tenfold. ”
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Renault Group:firmIts subsidiaries, Ampere, CICC Private Equity, Hangzhou Capital and Hangzhou High-tech Financial Investment signed in HangzhouNew energy vehiclesIndustrial fund partnership agreement.This fund cooperation will be laid out in multiple cutting-edge directions such as batteries, intelligent driving, smart cabins, software, and embodied intelligence, explore ecological investment opportunities in the new energy vehicle industry, strive to achieve a win-win situation for invested companies, strategic partners and investors, cultivate mutually supportive advantageous industrial chains, and promote industrial upgrading.
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Tianyancha:Recently, NIO Automobile Sales and Service Co., Ltd. and NIO Automobile Technology (Anhui) Co., Ltd. have undergone industrial and commercial changes, with the registered capital of the former increasing from 11 billion yuan to 23 billion yuan, and the registered capital of the latter increasing from 18 billion yuan to 26 billion yuan.NIO Automobile Sales and Service Co., Ltd. and NIO Automobile Technology (Anhui) Co., Ltd. were established in March 2017 and August 2020 respectively, with the legal representative Qin Lihong, and the business scope includes technical services, technology development, technical consulting, etc., all of which are wholly-owned by NIO Holdings Co., Ltd.
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The Paper: Recently, the official website of the Guangzhou Municipal Bureau of Planning and Natural Resources announced a “Idle Land Identification Letter” (Sui Planning Resources Xianzhi [2025] No. 9). The determination mentions:The Nansha Branch of the Guangzhou Municipal Bureau of Planning and Natural Resources rushed to Evergrande Hengchi in the early stageNew energyAutomotive Technology (Guangdong) Co., Ltd. issued the “Notice of Investigation of Idle Land”, and the surveyed parcel has applied for the “Real Estate Title Certificate” (Guangdong [2022] Guangzhou Real Estate Property Rights No. 11021857), and the registered owner is Evergrande Hengchi New Energy Automobile Technology (Guangdong) Co., Ltd.,The registered area is 437441 square meters, and the land use is industrial land. According to the provisions of the “Measures for the Disposal of Idle Land” and the relevant provisions of the “State-owned Land Use Right Transfer Contract”,It is determined that this parcel has been idle since June 9, 2021, and the reason for idle is due to enterprise reasons.The parcel will be disposed of in accordance with the “Measures for the Disposal of Idle Land” in accordance with the law.
Parts and components enterprises | Supply Chain News
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Interface News: TSMC disclosed its June revenue report on July 10, showing thatConsolidated revenue in June was NT$263.709 billion,decreased by 17.7% month-on-month and increased by 26.9% year-on-year.
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Jiemian News: Sunwoda said on the interactive platform on July 10,The company plans to launch the first generation of all-solid-state battery products in 2026;In 2027, the second generation of all-solid-state battery products will be launched.
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IT House:On July 10, Stewell officially announced the launch of the Automotive Sensor (AT) Series3MP automotive-grade image sensorPerformance upgrade new product – SC326AT.The new product is in the Siwei automotive seriesThe first to realize the localization of the whole processThe CMOS image sensor is based on Smartway CarSens-XR process technology and is designed with a 3.0μm single pixel and back-illuminated architecture.
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Polar Film Lab:RecentHoneycomb Energy has been designated as a smart battery project, will supply lithium iron phosphate short knife batteries, not only for domestic but also overseas markets. The news quoted people familiar with the matter as saying: “In addition to smart,Honeycomb Energy is also in contact with a leading multinational car companyThe project is close to the designated point, and Honeycomb Energy has a high degree of recognition in overseas markets. ”
Sankei Focus | Industrial Economy
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Baker Finance: Zhu Yunyao, deputy chief engineer of China Automotive Engineering Research Institute Co., Ltd. and Political Research Consulting Center, said: “China’s future trend must be to take green electricity as the main energy consumer.We predict that in 2025, the penetration rate of new energy vehicles in China will reach about 50%.By 2030, the penetration rate will be 70% to 75%,By 2035, it will reach 85% to 90% (penetration)。”
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Passenger Branch:From July 1 to 6, the national passenger car new energy market retailed 135,000 units, an increase of 21% year-on-year in July last year and a decrease of 11% over the same period last month.The retail penetration rate of the new energy market was 56.7%, with a total of 6.583 million units retailed since the beginning of this year, a year-on-year increase of 37%;From July 1 to 6, passenger car manufacturers nationwide wholesaled 125,000 new energy units, an increase of 31% over the same period in July last year and 0% over the same period last month.The wholesale penetration rate of new energy manufacturers was 53.6%, and the cumulative wholesale volume since the beginning of this year was 5.594 million units, a year-on-year increase of 33%.
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Financial Associated Press: Data released by the China Association of Automobile Manufacturers shows thatFrom January to June, the automobile market continued its good trend, with production and sales exceeding 15 million units, achieving a year-on-year growth of more than 10%.Among them, new energyAutomobile production and salesCompleted 6.968 million units and 6.937 million units, up 41.4% and 40.3% year-on-year, respectively. The sales of new energy vehicles reached 44.3% of the total sales of new vehicles.In terms of exports, from January to June this year, the overall export of automobiles was 3.083 million units, a year-on-year increase of 10.4%. Among them, 1.06 million new energy vehicles were exported, a year-on-year increase of 75.2%.
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Jiemian News: On July 10, the China Automotive Power Battery Industry Innovation Alliance released the monthly information on power batteries in June 2025.In terms of loading volume, in June, our country’s power battery loading volume was 58.2GWh, an increase of 1.9% month-on-month and 35.9% year-on-year.Among them, the loading volume of ternary batteries was 10.7GWh, accounting for 18.4% of the total loading volume, an increase of 2.0% month-on-month and a year-on-year decrease of 3.4%; The loading volume of lithium iron phosphate batteries was 47.4GWh, accounting for 81.5% of the total loading volume, an increase of 1.9% month-on-month and 49.7% year-on-year.From January to June, the cumulative loading volume of power batteries in our country was 299.6GWh, a cumulative year-on-year increase of 47.3%.Among them, the cumulative loading volume of ternary batteries was 55.5GWh, accounting for 18.5% of the total loading volume, a cumulative year-on-year decrease of 10.8%; The cumulative loading volume of lithium iron phosphate batteries was 244.0GWh, accounting for 81.4% of the total loading volume, with a cumulative year-on-year increase of 73.0%.
Policy News | Policy Situation
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CCTV News: At the regular press conference of the Ministry of Foreign Affairs on July 10, a reporter asked: US President Donald Trump announced yesterday that he would impose a 50% tariff on imported copper on the grounds of national security. A spokesman for the Ministry of Foreign Affairs saidWe have always opposed the generalization of the concept of national security, and we have always believed that there is no winner in tariff wars and trade wars, and that indiscriminate tariffs are not in the interests of any party.
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Financial Associated Press: The Beijing Municipal People’s Government issued the “Beijing Special Action Plan for Deepening Reform and Boosting Consumption”, which mentioned that the new ecology of automobile consumption should be improved. Optimize the configuration of passenger car indicators to better serve the demand for family cars. Cultivate and expand second-hand car business entities, and continue to implement facilitation measures such as “reverse invoicing” and off-site transaction registration for second-hand car sales.Strengthen information sharing in the automotive field, support the development of third-party second-hand car information query platforms, and promote safe and convenient transactions of second-hand cars.Expand automotive aftermarket consumption such as car modification, leasing, events and RV camping. Plan and organize a series of new energy vehicle events in Beijing-Tianjin-Hebei to stimulate the vitality of new energy vehicle consumption.