Car company dynamics | OEM Trend
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Gasgoo:June 30, byHuaweiThe official Weibo of “Shangjie Automobile” created in cooperation with SAIC has been opened.At present, the account has not released content. It is reported that Shangjie’s first model has completed the final review and is expected to be officially launched in the fall of 2025.
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Gasgoo: On June 30, Tesla announced,China’s first batch of V4 supercharging pile sites officially launched,Covering service areas in Shanghai, Gansu, Zhejiang, Chongqing and other places. This batch of charging piles has a six-fold safety protection mechanism such as rainproof and waterproof,And synchronously to non-Tesla brandsElectric vehicleOpening.According to public information, the Tesla V4 Supercharger can provide up to 500 kilowatts of charging support for electric vehicles and 1.2 megawatts of charging support for Tesla’s commercial Semi trucks.
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Fast Technology: June 30,Xpeng Motors announced that its new model G7 will hold a launch conference on July 3.The car is positioned as a mid-size SUV, with dimensions of 4892×1925×1655mm, wheelbase of 2890mm, and is divided into Max and Ultra versions; The whole series is equipped with 702km endurance (CLTC), 800V in the whole area, 5C supercharging, light-chasing panoramic head-up display, DCC shock absorber + Tai Chi hydraulic jacket, and all four seats are ventilated/heated/massaged/electrically adjusted.
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Yicai: He Xiaopeng, chairman and CEO of Xiaopeng Motors, was interviewed and said in response to “the payment period of car companies does not exceed 60 days”:After this meeting and the self-discipline of the industry, I think it will get better in the second half of the year and next year.He Xiaopeng said that technology car manufacturers rely on cash flow to suppress other people’s money, and after three months, they still do not make money.If the company is larger, stronger, and more technological, it should have a greater sense of social responsibility.“I think it’s very important that the wind direction gets better.”
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Financial Associated Press: Toyota’s Daihatsu Motor announced on June 30 thatDue to insufficient supply of supplier parts, Daihatsu Motor’s Japanese automakers will suspend the following operations:from July 8 to 11, the operation of the second plant in Shiga was suspended; From July 7 to 11, the operation of the Oita Nakatsu Plant 2 was suspended.
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IT House: Blogger “Sun Shaojun 09” posted thatXiaomi’s new lock order broke 280K (280,000) last week, and said that it has set a historical record in China’s automotive industry. The blogger said,Xiaomi YU7 carThe average store added 800~900 new lock orders, the order lock rate is 75~80%, and the store volume accounts for 90%.The launch effect of the car completely exceeded the expectations of the store, and generally exceeded the manufacturer’s tasks. After allocating orders according to the default distance, the proportion of orders in densely populated areas increased significantly.
Parts and components enterprises | Supply Chain News
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Jiemian News: On June 30, according to the documents of the Hong Kong Stock Exchange,Huizhou EVE Lithium Energy Co., Ltd. submitted a listing application to the Hong Kong Stock Exchange.The sole sponsor is CITIC Securities.
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Jiemian News: NavInfo announced on June 30,The company learned from the shareholding company Siwei Zhilian that it has submitted an application to the Hong Kong Stock Exchange for an initial public offering of overseas listed shares (H shares) and listing on the main board of the Hong Kong Stock Exchange on June 27, 2025, and on the same day, the application materials for the offering were published on the website of the Hong Kong Stock Exchange. Up to now, the company has 45.32% of the voting rights of Siwei Zhilian.
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Financial Associated Press: On June 30, Times Electric said on the interactive platform,The company’s SiC products have been realized at presentCharging pilesBatch supply in the field.
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Science and Technology Innovation Board Daily: Guoxin Technology announced thatThe company has developed an automotive electronic airbag ignition chip for the next generation of 48V electronic and electrical architectureThe new product “CCL1800B” recentlySuccessful in internal company testing.
Sankei Focus | Industrial Economy
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Financial Associated Press: Cui Dongshu, secretary general of the Passenger Federation Branch, issued a document saying,China will reach 34% of the world’s automobile share from January to May 2025, and the low level of Chinese car companies at the beginning of the year is a normal reflection of the Spring Festival factor.With the effect of policy stimulus, China’s auto market began to strengthen from March to May. In May, the world sales share of Chinese automobiles rebounded to a good level of 34.7%, an increase of 2.7 percentage points over last year.
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Sina Finance: Since the implementation of the “Hong Kong Cars Going North” policy on July 1, 2023, it has further accelerated the interconnection and integrated development of the Guangdong-Hong Kong-Macao Greater Bay Area. According to data from the Hong Kong-Zhuhai-Macao Bridge Border Inspection Station,As of June 30 this year, more than 108,000 vehicles and more than 129,000 registered drivers have completed the “Hong Kong Car Going North” border inspection.The number of “Hong Kong vehicles going north” inspected by the border inspection station has exceeded 2.85 million.
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Sina Finance: TrendForce released a report saying that looking forward to 2025, it is expected to face greater downward pressure on prices in 2025 due to the continued impact of overall economic uncertainty. However, according to TrendForce’s analysis of the order performance of automotive LED manufacturers in hand, the production of the auto market is expected to recover again in 2H25, and the car model will continue to plan to introduce advanced technology in 2026.The automotive LED and lighting market is expected to grow in 2025OutputIt will grow to $3.451 billion and $35.729 billion, respectively.
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Gasgoo: On June 30, it was learned from Foton Motor’s officialIts holding subsidiary, Beijing CavinNew energy vehiclesCo., Ltd. (hereinafter referred to as “Cavan New Energy”) successfully completed the Pre-A round of financing，The total amount of funds raised exceeded 1.2 billion yuan,New shareholders such as Beijing Green Energy Fund, Beiqi Foton, BAIC Industrial Investment, Bosch Venture Capital, Boyuan Capital and other existing shareholders have over-supported, and Guotai Junan Innovation Investment, CICC Capital, Jinyuan Group, etc. also participated in this round of financing. After the completion of this capital increase, Foton Motor will still be the controlling shareholder of Carvin Motors。
Policy News | Policy Situation
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Jiemian News: The “Industrial Development Plan for the Guangdong-Macao In-Depth Cooperation Zone in Hengqin (2025-2029)” was recently issued. It proposes,Build an artificial intelligence collaborative innovation ecosystem.Support the construction of a new generation of brain-like artificial intelligence public computing power open innovation platform, and promote the global opening of road testing and demonstration applications of intelligent networked vehicles.Build test sandboxes and application scenarios for artificial intelligence in key areas such as intelligent driving, medical and health, government services, and smart cities.Relying on Macao’s international regulatory environment and application scenarios in the Cooperation Zone, we will promote big data, artificial intelligence, and the Internet of Things to empower the real economy and urban development.
