Car company dynamics | OEM Trend
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Gasgoo: On July 24, He Xiaopeng, chairman of Xpeng Motors, announced,Xpeng’s first overseas intelligent manufacturing base has been officially put into operation.Yesterday (July 23), the first Xpeng X9 localized in Indonesia was officially delivered to Indonesian car owners, which is a milestone in Xpeng’s global localization production strategy.
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Gasgoo:On July 24, it was learned from NIO’s official that its 800,000th mass-produced car officially rolled off the production line at NIO’s Hefei plant in advanced manufacturing.The 800,000th mass-produced model off the assembly line is the NIO Ledao L90; The car will be officially launched on July 31, and deliveries will begin on August 1.
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IT Home: On July 24, Chery Automobile’s iCAR brand announced,The all-new iCAR V27It will make its world debut in Dubai on August 1。It is understood that the iCAR brand will be renamed “iCAUR” in overseas markets.
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Gasgoo:recentlyChangan Automobile and Haier Group officially signed a strategic cooperation agreement。According to the content of the agreement, Changan Automobile and Haier Group will carry out in-depth cooperation in the field of car home ecology.The two sides will jointly create the interconnection of people, vehicles and home scene systems to achieve seamless connection between vehicles and household equipment.At the same time, the two sides will also cooperate to develop on-board electrical products to enrich the life scenes in the car and improve driving comfort.
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Tianyan checked: NIO Holdings Co., Ltd. has recently undergone industrial and commercial changes, and its registered capital has increased from about 8.257 billion yuan to about 11.115 billion yuan.The company was established in November 2017, the legal representative is Li Bin, and its business scope includesNew energy vehiclesThe technology development, technical services, technology transfer and technical consulting of the vehicle and related parts are jointly owned by Nio Nextev Limited, NIO User Enterprise Limited, Hefei Jianxiang Investment Co., Ltd., etc.
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Yiou Automobile：On July 17, the first model of FF (Faraday Future) second brand FX, FX, was a model authorized by Weipai Gaoshan cooperation.According to the report, Great Wall Motors is one of the four Chinese cooperative car companies in the “Sino-US automobile industry bridge strategy” proposed by Jia Yueting, and it is also the first car company to implement the strategy.In the face of the high-barrier American market, Wei Jianjun chose to cooperate with Jia Yueting, relying on the American automobile company FF founded by Jia Yueting.Promote Great Wall Motor’s curve into the US market。
Parts and components enterprises | Supply Chain News
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Interface News: Guoxuan Hi-Tech said on the interactive platform on July 24,Jinshi battery is in the pilot mass production stage,At the same time, the company has officially started the design of the first generation of all-solid-state battery mass production line.
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Gascar：On July 24, Gasmark officially learned that its new intelligent manufacturing factory in Liuzhou has completed the groundbreaking ceremony.According to Li Jun, global vice president and president of Nexteer Asia Pacific, the Liuzhou base has produced a total of 10 million steering systems in ten years. The new factory in Liuzhou is a relocation project, and the existing factory will be moved in as a whole after completion. The new factory covers an area of more than 40,000 square meters and is equipped with complete facilities such as laboratories, test tracks, and employee centers.It is expected to be officially put into operation in the first half of 2026.
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Gasgoo: On July 24, Gasgoo was officially informed by Wuhan Economic and Technological Development Zone,The auto parts production base project of Wuhan Longyuheng Precision Manufacturing (Wuhan) Co., Ltd. was officially completed and put into production on July 20.
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Gasgoo:A few days ago, the groundbreaking ceremony of the second phase of the project of Hailida Automobile Technology Co., Ltd. was held in Changshu High-tech Industrial Development Zone, Jiangsu Province.The new factory project is adjacent to the first phase of the successfully operated factory, and plans to add 37,300 square meters of plant buildings, which will be focused onNew energyThe R&D, testing and manufacturing of thermal management modules and their key valve products and hydrogen energy valve products have a higher level of intelligence, which can realize fully automatic real-time dynamic traceability and meet more stringent quality standards.The second phase of the project is expected to be completed within two years, and it is expected that the production capacity of thermal management products will meet the level of 10 million vehicles by 2030New energy vehiclessupporting needs.
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Gasgoo:recentlyAmerican chipmaker Texas Instruments announced that its revenue increased 16% year-on-year and 9% month-on-month to $4.448 billion in the second quarter of this year.This was higher than analysts’ previous estimates of $4.36 billion, operating profit increased 25% year-on-year to $1.563 billion, net profit increased 15% year-on-year to $1.295 billion, and earnings per share increased 16% year-on-year to $1.41, also higher than analysts’ previous estimates of $1.35.
Sankei Focus | Industrial Economy
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Sina Finance: On July 24, Shanghai Steel Union released data showing thatThe price of battery-grade lithium carbonate (morning trading) fell by 500 yuan from the previous day, with an average price of 70,150 yuan/ton.
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Financial Associated Press:According to the data of the Passenger Car Branch, from July 1 to 20, the national passenger car market retailed 978,000 units, an increase of 11% year-on-year in July last year and a decrease of 12% from the same period last month.Since the beginning of this year, the cumulative retail sales have reached 11.88 million units, a year-on-year increase of 11%. From July 1 to 20, the national passenger car new energy market retailed 537,000 units, an increase of 23% year-on-year in July last year and a decrease of 12% from the same period last month, and the retail penetration rate of the national passenger car new energy market was 54.9%, with a cumulative retail sales of 6.006 million units since the beginning of this year, a year-on-year increase of 32%.
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China Automobile News: A few days ago, the Shaanxi Provincial Bureau of Statistics released data that the province’s GDP in the first half of the year was 1,682.801 billion yuan, a year-on-year increase of 5.5% at constant prices. From January to June, Shaanxi’s automobile production increased by 25.2% year-on-year, of whichnew energy vehicles increased by 30.3%. The export of the “new three” products continued to grow rapidly, with a year-on-year increase of 37.8%, of whichElectric vehicleAn increase of 1.1 times.
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Science and Technology Innovation Daily:On July 24, according to people familiar with the matter, SenseTime’s smart car business is promoting hundreds of millions of yuan in financing.Previously, SenseTime promoted the splitting of “X” sectors such as smart car “Jueying”, home robot “Yuan Radish”, smart medical care, and smart retail into ecological enterprises through the “1+X” architecture adjustment to carry out independent financing. At present, a number of ecological companies in the fields of AI chips and AI retail have disclosed their financing progress this year.