Car company dynamics | OEM Trend
-
Gasgoo: On June 24, Cialis Group Co., Ltd. issued an announcement saying,It was agreed that its holding subsidiary, Cialis Automobile Co., Ltd. (hereinafter referred to as “Cialis Automobile”), completed the introduction of strategic investors and jointly increased the capital of Cialis Automobile in monetary terms, with a total capital increase of no more than RMB 5 billion.It is reported that after the completion of this capital increase, Cialis Automobile is still a holding subsidiary of the company, and the scope of the company’s consolidated statements has not changed due to this capital increase, which will not adversely affect the company’s production and operation, and there is no situation that harms the interests of the company and all shareholders.
-
IT Home: BYD’s luxury brand Yangwang Automobile announced,Looking up to the U9 will fight again in the top speed and New North lap time,In July, it officially entered the “moment of rushing the list” for performance verification.
-
IT Home: Lantu FREE+ opened pre-sale on June 24, and the new car is known as a “super easy-to-drive Chinese SUV”, with a pre-sale price starting from 229,900 yuan. The official issued a document today (June 25) announcing thatLantu FREE+ modelThe 18-hour small order exceeded 10,000 units。
-
Fast Technology:The S800 Pioneer Program will officially start delivery on June 26.The price starts at 708,000 yuan.June 24,HuaweiYu Chengdong, executive director and chairman of Terminal BG, said on social media that the delivery of Xiangjie S9 has exceeded 4,000 units in the past month, and the Zunjie S800 has exceeded 5,000 units.
-
Daily Economic News: Citing Xiaomi Auto’s internal staff, the existing model of Xiaomi YU7 is produced in Xiaomi Automobile factory,And it is close to the Xiaomi car factoryThe second phase of Xiaomi’s intelligent manufacturing industrial base projectProduction has not yet begun. “The second phase of the project is mainly built for the Xiaomi YU7 and will be put into production soon.”The plant and office building of the second phase of Xiaomi Automobile have been built. Not only that, the logo with the word “Xiaomi” at the gate of the second phase of the project has also been installed, but it is still wrapped in green mesh. A third-party supplier of the second phase of the Xiaomi Automobile project said, “There are also people working in the factory at night,We are all nowThreeShifts, overtime work。”
-
IT home：MG plans to release a new all-electric SUV at the Goodwood Festival of Speed, positioning itself as a potential competitor to the Tesla Model Y.The teaser image released by MG on social platforms shows that “the beginning of our new chapter” will be revealed on July 10, and no further information has been revealed.
-
Fast Technology: According to Mazda CTO Ryuichi Umeshita,The Iconic SP concept car with a rotary engine will be the spiritual successor to the RX-7.The hybrid system of the Iconic SP concept car has a combined output of 365 horsepower, using a twin-rotor engine as a range extender, paired with a single motor and battery pack.The production version is expected to continue with this configuration, but Mazda is also considering a rotary engine as the main drive system. In addition, the team of engineers is developing an upgraded version of the rotor range extender on the MX-30 crossover to meet U.S. emissions standards and improve output power.
Parts and components enterprises | Supply Chain News
-
Tianyancha:Recently, SAIC Power System (Shanghai) Co., Ltd. was established,The legal representative is Wang Wei, with a registered capital of 50 million yuan. The panoramic penetration chart of equity shows thatThe company is wholly owned by SAIC Times Power Battery System Co., Ltd.,The latter is jointly owned by SAIC Motor Group Investment Management Co., Ltd. and CATL (300750), a subsidiary of SAIC Motor (600104).
-
Gasgoo:On June 25, Jiongyi Electronic Technology (Suzhou) Co., Ltd., an intelligent chassis company, announced that it had recently completed nearly 100 million yuan of Pre-A+ round financing, which was jointly invested by Hongrong Capital, Xincheng Capital and a leading auto parts industry investment institution.Only eight months before its Pre-A round of financing in October 2024, the company has once again received capital support, which will undoubtedly further accelerate the industrialization process of domestic electromechanical braking systems (EMBs).
-
Gasgoo:German auto parts suppliercontinentThe group announced that it has decided to lower its full-year 2025 earnings forecast due to rising costs caused by US President Trump’s tariff policies.At the same time, Continental is actively pursuing plans to split its business. According to the latest forecast, Continental’s sales in fiscal 2025 will be between “19.5 billion euros and 21 billion euros”.Adjusted EBIT margin will be between 10.0% and 11.0%, down from the previous forecast of 10.5% to 11.5%.
Sankei Focus | Industrial Economy
-
Financial Network: Data released by Shanghai Steel Union shows thattoday（June 25th）The price of battery-grade lithium carbonate (morning) was the same as the previous day,The average price was reported at 60,000 yuan/ton.
-
Passenger Branch:From June 1 to 22, the national passenger car market retailed 1.269 million units, a year-on-year increase of 24%.It increased by 8% over the same period last month, and the cumulative retail sales since the beginning of this year were 10.086 million units, a year-on-year increase of 11%. From June 1 to 22, passenger cars across the countryNew energyThe market retail sales were 691,000 units, a year-on-year increase of 38%, an increase of 11% over the same period last month, and the retail penetration rate of the national new energy market was 54.5%, with a cumulative retail sales of 5.049 million units since the beginning of this year, a year-on-year increase of 35%.
-
Financial Associated Press: In 2025 globalNew energy vehiclesAt the Cooperation and Development (Shanghai) Forum, Zhang Lin, Chief Representative and General Manager of the German Association of Automobile Manufacturers (China), said:In an internal survey in the first quarter of this year, nearly 70% of the 70 companies that are members of the German Automobile Industry Association (VDA) have confirmed that they will increase investment in China in 2025 and beyond.More than 78% of the company’s key investments will focus on R&D.
-
Jiemian News: Recently, the Nasdaq China Golden Dragon Index (HXC) has made a new round of adjustments to its constituent stocks.Chinese Robotaxi company Pony.ai (PONY.US) is officially included.The Golden Dragon Index after this round of adjustment includes 73 stocks, covering Alibaba, JD.com, NetEase, Ideal, Xpeng, etc.
Policy News | Policy Situation
-
Financial Associated Press: Chengdu Development and Reform Commission June 25 official WeChat news, in order to accelerate the exploration of new forms and new models of low-altitude economy and build a low-altitude economic center in the west, the Chengdu Municipal Development and Reform Commission, together with the Municipal Party Committee Military-Civil Integration Office and the Municipal Financial Administration, carried out in-depth research, focusing on the construction of low-altitude infrastructure, the improvement of flight service supervision capabilities, the expansion of low-altitude application scenarios, and the support of low-altitude industries. It was jointly issued recently. thereintoThe “Measures” encourage the development of low-altitude manned commercial operations, support low-altitude flight operation enterprises to actively apply for the opening of manned routes, and provide one-time subsidies to enterprises that have obtained route approval and achieved commercial operation.The annual subsidy for each enterprise shall not exceed 5 million yuan, and passengers will be given fare subsidies according to the route distance.
