Car company dynamics | OEM Trend
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Gasgoo: Recently, Lei Jun, founder, chairman and CEO of Xiaomi, revealed the export plan of Xiaomi cars in the live broadcast roomHe said that because there are currently too many users queuing up for the delivery of Xiaomi cars in China,In the next two years, Xiaomi will give priority to solving domestic delivery problems.It is not expected that export-related matters will be considered until 2027.
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Gasgoo:Chinese automaker Changan Automobile plans to build a factory in Europe to support its future sales in the European market.On July 2, Nic Thomas, head of marketing, sales and service of Changan Automobile Europe, revealed,Potential plant locations are currently being evaluated.
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Financial Associated Press: Feng Xingya, chairman and general manager of GAC Group, said on his Weibo that he made a special trip to Shenzhen on June 30HuaweiMr. Ren Zhengfei conducted in-depth learning and exchanges on automobile industry trends, marketing innovation, customer insights, corporate reform and governance, and cooperation project promotion.We look forward to the launch of the first product of the cooperation project between the two parties as soon as possible to shape the future of new travel.
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IT House:BYD Equation Leopard announced that the price of Huawei’s Qiankun intelligent driving high-end function package has increased to 32,000 yuan (one-time purchase).In July, you can enjoy a subsidy of 20,000 yuan, and the price is 12,000 yuan for a limited time. It should be noted thatIf the decision is completed before 24 o’clock on June 30, it will not be affected by this price adjustmentThe one-time purchase price is still 30,000 yuan, after deducting the 20,000 yuan of intelligent driving rights and interests given by Equation Leopard, users only need to pay 10,000 yuan to enjoy Huawei’s Qiankun intelligent driving high-end functions.
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Financial Associated Press:BMW’s automatic charging robot has recently completed a proof-of-concept and will be put into application in a timely manner in combination with the future market state.Through the AI visual recognition function, after the vehicle is parked in the automatic charging space, the robot will accurately locate the charging port, automatically complete the path planning, insert the gun and start charging, and automatically pull out the gun and reset it after the charging is completed.In the future, BMW will continue to explore technologies in the field of charging and parking, combining automatic charging with valet parking functions.
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IT House:Geely Automobile officially landed in the UK market.Geely, which owns well-known brands such as LEVC, Lotus, Polestar and Volvo, entered the UK under the Geely brand, marking a further advancement in its globalization strategy. It is reported thatGeely’s first model to enter the UK market will be the EX5 Electric vehicle(Galaxy E5 in China).The model will compete with the likes of the Skoda Elroq, Kia EV3 and Renault Megane.
Parts and components enterprises | Supply Chain News
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Fast Technology: Li Wenguang, President of Huawei’s intelligent driving solution product line, said,Tesla FSD is the industry benchmark in road perception and vehicle control.Huawei is also working in this direction, and after investing enough time and money, there will not be much difference in ability with Tesla. However, Li Wenguang believes thatAlthough Tesla’s pure vision route is performing well at this stage, the requirements for reliability and safety of autonomous driving will increase significantly in the future, and there are doubts about whether the pure visual route can continue to develop.Li Wenguang mentioned,Huawei adheres to the multi-sensor fusion route, and its core goal is to “reduce accidents and free up time.”
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Gasgoo:Shanghai ZF Transmission Co., Ltd. recently announced that its orientationNew energy vehiclesThe first reducer product on the market officially rolled off the production line.The products rolled off the production line this time combine the global technical advantages of ZF’s electric drive system with China’s local manufacturing experience, and have core advantages such as high efficiency, low noise, and compact design, which can meet the strict technical standards of mainstream new energy vehicle platforms in China. With the delivery of the first product, Shanghai ZF Transmission Co., Ltd. will accelerate the pace of mass production and continue to improve delivery capacity.It is scheduled to be equipped with this product for the first time in a mid-size SUV in the second half of 2025.
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Gasgoo: Recently, according to a source close to Taiwan’s manufacturing group Foxconn,Foxconn is close to reaching an agreement with Japanese commercial vehicle manufacturer Mitsubishi Fuso Truck Bus to supply pure electric buses.Mitsubishi Fuso plans to sell the Model T bus and Model U minibus developed by the Foxconn Group under its own brand, which will be the first electric buses in its product line.It is reported that the two sides are considering setting up a new company to co-ordinate the bus business.
Sankei Focus | Industrial Economy
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Passenger Branch:From June 1 to 30, the national passenger car market retailed 2.032 million units, an increase of 15% year-on-year and 5% year-on-monthSince the beginning of this year, the cumulative retail sales have reached 10.849 million units, a year-on-year increase of 10%; June 1-30, national passenger carsNew energyThe market retail sales were 1.071 million units, an increase of 25% year-on-year and 4% over the previous month, and the retail penetration rate of the national passenger car new energy market was 52.7%, with a cumulative retail sales of 5.429 million units since the beginning of this year, a year-on-year increase of 32%.
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Financial Associated Press: According to data from the General Administration of Customs compiled by the China Association of Automobile Manufacturers,In May 2025, the total import and export value of automobile goods was US$25.06 billion, an increase of 8.5% month-on-month and 3.2% year-on-year.Among them, the import amount was 4.38 billion US dollars, an increase of 18.4% month-on-month and a year-on-year decrease of 25%; the export value was US$20.67 billion, up 6.6% month-on-month and 12.2% year-on-year. From January to May 2025, the cumulative total import and export volume of automobile goods in China will be US$107.73 billion, a year-on-year decrease of 2.7%. Among them, the import value was 17.66 billion US dollars, a year-on-year decrease of 32.4%; the export value was 90.07 billion US dollars, a year-on-year increase of 6.5%.
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Financial Associated Press: According to statistics from Shenzhen Customs,In the first five months of 2025, Shenzhen exported 11.18 billion yuan of electric vehicles.a year-on-year increase of 16.7%.
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CCTV News:The automobile ro-ro ship “Zahel” under the Abu Dhabi Port Group of the United Arab Emirates, loaded with nearly 4,000 domestic cars in Ningbo Zhoushan Port, will be held today（July 3rd）The first flight started in the afternoon.The ship will pass through the Middle East, Mediterranean and African regions, eventually arriving at the port of Damietta in Egypt. This is also the first automobile export Ro-Ro route through the region.
Policy News | Policy Situation
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Jiemian News: On the afternoon of July 3, the Ministry of Commerce held a regular press conference. A spokesperson for the Ministry of Commerce said,Automobiles are “large-scale and durable” consumer goods, and it is common practice in all countries to encourage and support the development of the “second-hand car” market.In February 2024, the Ministry of Commerce, together with relevant departments, jointly formulated relevant requirements and procedures for second-hand car export and issued an announcement, officially launching the second-hand car export business nationwide. For more than a year, all localities have organized and implemented according to the requirements of the announcement, strictly ensured quality and safety, and done a good job in the export of second-hand cars, meeting the car purchase choices of overseas consumers.In the next step, we will continue to work with relevant departments to strengthen the guidance of second-hand car exports and promote the healthy and orderly development of second-hand car exports.
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CCTV News: Germany’s Siemens AG received a notice from the U.S. government saying,The United States has lifted export restrictions on chip design software from China。 According to the company’s statement, the German supplier has restored full access to its software and technology for Chinese customers.