2024第31周 行业简讯

WEEK31 NEWS（2024.7.29-8.4）

▍广汽菲克工厂19亿流拍

Guangqi FCA factory failed to sell for 1.9 billion yuan

从汽车行业关注获悉，日前，京东拍卖平台显示，广汽菲亚特克莱斯勒汽车有限公司破产清算案资产正在拍卖。其中，广汽菲克长沙工厂被拍卖，起拍价为19.152885亿元。据了解，这是该工厂首次被拍卖，但因无人出价，最终以流拍告终。

News from the automotive industry that recently, the JD auction platform showed that the assets of the bankruptcy liquidation case of GAC Fiat Chrysler Automobiles Co., Ltd. are being auctioned. Among them, the Guangzhou FCA Changsha factory was auctioned off with a starting price of 1.9152885 trillion yuan. It is understood that this is the first time the factory has been auctioned, but due to no bidders, it ultimately ended in a failed auction.

（来源：汽车行业关注）

(Source: Focus on the automotive industry)

▍一汽富维在成都成立汽车新公司

FAW Fuwei establishes a new automotive company in Chengdu

从世界十佳变速器评选获悉，企查查APP显示，近日，成都富维本特勒汽车零部件有限公司成立，法定代表人为孙彦宾，注册资本3000万元，经营范围包含：汽车零部件及配件制造；汽车零部件研发；汽车零配件批发；汽车零配件零售；信息技术咨询服务。企查查股权穿透显示，该公司由一汽富维旗下富维本特勒汽车零部件（天津）有限公司全资持股。

According to the selection of the world's top ten transmissions, the Qichacha APP shows that Chengdu Fuwei Benteler Automotive Parts Co., Ltd. was recently established, with Sun Yanbin as the legal representative and a registered capital of 30 million yuan. Its business scope includes: manufacturing of automotive parts and accessories; Automotive parts research and development; Wholesale of automotive spare parts; Retail of automotive spare parts; Information technology consulting services. Qichacha's equity penetration shows that the company is wholly owned by Fuwei Benteler Automotive Parts (Tianjin) Co., Ltd., a subsidiary of FAW Fuwei.

（来源：世界十佳变速器评选）

(Source: World's Top 10 Transmission Selection)

▍奥迪与上汽合作舍弃旧LOGO

Audi and SAIC cooperate to abandon the old logos

据汽车之家报道，近日，据消息人士透露，奥迪与上汽集团合作的全新电动车型将不再会悬挂奥迪LOGO，做出这一决定是处于品牌形象考虑。首款车型的概念车将在11月推出，到2030年奥迪计划推出9款车型。这些计划并没有得到官方的证实，还有待后续揭晓。不过，上汽集团表示，合作的车型将会是真正的奥迪，拥有纯正的奥迪DNA。

According to Autohome, sources recently revealed that the new electric vehicle model jointly developed by Audi and SAIC Group will no longer display the Audi logo, and this decision is made due to brand image considerations. The concept car of the first model will be launched in November, and Audi plans to launch 9 models by 2030. These plans have not been officially confirmed and are yet to be revealed. However, SAIC Group stated that the cooperative model will be a genuine Audi with pure Audi DNA.

（来源：汽车之家）

(Source: Autohome)

▍成功汽车畅销全球46个国家和地区

Chenggong Auto sell well in 46 countries and regions worldwide

成功汽车是山西成功投资集团有限公司（下称：成功集团）的下属企业， 成功集团于2006年5月，重组淮海发动机有限公司，正式进入汽车产业，又于2008年6月16日，收购了原贵州航天圆通汽车制造有限公司80%的股份，成为山西省唯一拥有乘用车整车生产资格和发动机生产资格的企业。

Chenggong Auto is a subsidiary of Shanxi Chenggong Investment Group Co., Ltd. (hereinafter referred to as Chenggong Group). In May 2006, Chenggong Group restructured Huaihai Engine Co., Ltd. and officially entered the automotive industry. On June 16, 2008, it acquired 80% of the shares of the original Guizhou Aerospace YTO Automobile Manufacturing Co., Ltd., becoming the only enterprise in Shanxi Province with qualifications for passenger vehicle production and engine production.

成功汽车是集研发、生产、销售和售后服务为一体的全产业链，产品包括传统燃油车、甲醇车、CNG车、纯电动物流车等微面微卡系列，主要应用于城市物流、城乡物流、客运。

Chenggong Auto is a full industry chain that integrates research and development, production, sales, and after-sales service. Its products include traditional fuel vehicles, methanol vehicles, CNG vehicles, pure electric logistics vehicles, and other micro card series, mainly used in urban logistics, urban-rural logistics, and passenger transportation.

在国内市场上，成功汽车拥有山西长治、贵州遵义两个独立的整车生产制造基地，其中，长治汽车制造厂是完全拥有自主知识产权的整车生产企业，拥有设计年产30万辆、一期投产12万辆的汽车生产能力；贵州汽车制造厂拥有独立的整车生产资质，拥有20万辆的汽车生产能力。

In the domestic market, Chenggong Auto has two independent vehicle production and manufacturing bases in Changzhi, Shanxi and Zunyi, Guizhou. Among them, Changzhi Automobile Manufacturing Factory is a fully independent intellectual property vehicle production enterprise with a designed annual production capacity of 300000 vehicles and a first phase production capacity of 120000 vehicles; Guizhou Automobile Manufacturing Factory has independent vehicle production qualifications and a production capacity of 200000 vehicles.

成功汽车产品畅销全球46个国家和地区，在巴西和缅甸建立了海外工厂。

Chenggong Auto products are sold in 46 countries and regions worldwide, and overseas factories have been established in Brazil and Myanmar.

（来源：盖世汽车）

(Source: Auto.gasgoo)

▍广汽乘用车公司更名为广汽传祺

Guangzhou Automobile Passenger Vehicle Company has been renamed Guangzhou Automobile Group Co., Ltd

天眼查App显示，近日，广汽乘用车有限公司发生工商变更，企业名称变更为广汽传祺汽车有限公司。该公司成立于2008年7月，法定代表人为冯兴亚，注册资本约160亿人民币，由广汽集团全资持股。据媒体2017年报道，在广汽曾经制定的大自主战略中，包含广汽传祺、广汽长丰、广汽中兴以及广汽吉奥四大版块，但只有传祺品牌快速向上发展。此前市场就有消息称，广汽乘用车将更名为广汽传祺。

According to the Tianyancha App, Guangzhou Automobile Passenger Vehicle Co., Ltd. has undergone a business change recently, with the company name changed to Guangzhou Automobile Group Co., Ltd. The company was established in July 2008, with Feng Xingya as its legal representative and a registered capital of approximately RMB 16 billion. It is wholly owned by Guangzhou Automobile Group. According to media reports in 2017, Guangzhou Automobile Group (GAC) had formulated a major independent strategy that included four major sections: GAC Trumpchi, GAC Changfeng, GAC ZTE, and GAC Gio. However, only the GAC Trumpchi brand has rapidly developed upwards. Previously, there were reports in the market that Auto.gasgoo would be renamed as GAC Trumpchi.

（来源：盖世汽车）

(Source: Auto.gasgoo)

▍奇瑞汽车推“14维降本”，对供应商采取“穿透管理”

Chery Automobile launches "14 dimensional cost reduction" and adopts "penetration management" for suppliers

第一财经7月29日消息，奇瑞汽车近期在公司内部下发14维度降本举措，同步要求供应商一起跟进，具体包括设计优化减少零件数量，采用集成式的零部件，减少不必要的加工、转运，提升合格率，采用新技术、新材料与新工艺，对供应商的管理由原本只是管理一级供应商下沉到对二级和三级供应商、垂直整合等。奇瑞汽车还在文件中要求，降本的同时不能放松对质量的要求。此外，奇瑞汽车还积极研究二三级部件，通过实物的实际材料消耗和设计数据的对比确认，确保产品质量及一致性，寻找优化机会。如果奇瑞汽车发现了报价更便宜的二三级部件供应商或者更便宜的材料、工艺，会要求一级供应商进行切换。报道援引一家供应商的观点，奇瑞的举措“总体上是良性的”，以逼迫供应商追求更高的效率与质量，从而系统性提升效率降低成本。但有一些维度比较“想当然”，比如废旧材料的再利用，对于废旧材料如何使用行业里早已有规范，不太可能有更大的突破。这家供应商表示，由于整车的“价格战”，所有企业都在研究如何降本，部分企业采用的办法包括削减材料的用量、减少一些工艺流程等，但是导致部分车型出现质量问题。“价格战能够倒逼整个产业链条对既往工作模式的优化，但不能突破质量与安全的底线。”

On July 29th, First Financial News reported that Chery Automobile has recently issued a 14 dimensional cost reduction measure within the company, requiring suppliers to follow up together. This includes optimizing design to reduce the number of parts, adopting integrated components, reducing unnecessary processing and transportation, improving qualification rates, adopting new technologies, materials, and processes, and shifting supplier management from only managing first tier suppliers to managing second and third tier suppliers and vertical integration. Chery Automobile still requires in the document that while reducing costs, the quality requirements cannot be relaxed. In addition, Chery Automobile actively researches secondary and tertiary components, confirms product quality and consistency through comparison of actual material consumption and design data, and seeks optimization opportunities. If Chery Automobile discovers second and third tier component suppliers with cheaper prices or cheaper materials and processes, it will require first tier suppliers to switch. The report cites the view of a supplier that Chery's measures are "generally benign" in order to force suppliers to pursue higher efficiency and quality, thereby systematically improving efficiency and reducing costs. But there are some dimensions that are more 'taken for granted', such as the reuse of waste materials. There are already regulations in the industry on how to use waste materials, and it is unlikely to have a greater breakthrough. This supplier stated that due to the "price war" of the entire vehicle, all companies are studying how to reduce costs. Some companies have adopted methods such as reducing the amount of materials used and reducing some production processes, but this has led to quality problems with some vehicle models. Price wars can force the entire industry chain to optimize past work models, but they cannot break through the bottom line of quality and safety

（来源：第一财经）

(Source: First Financial)

▍主流汽车合资品牌产能出现较大过剩

There is a significant overcapacity in the production capacity of mainstream automotive joint venture brands

手机中国7月29日消息，根据最新数据显示，合资品牌如本田、东风日产、大众、丰田和通用等正在采取一系列措施来应对产能过剩的问题。例如，本田计划将其在中国的汽油车年产能从149万辆缩减至120万辆，并关闭或停产部分工厂。东风日产也宣布关闭位于江苏常州的工厂，此举减少了12万辆的产能。销量下滑和减产措施表明，产能过剩已成为合资品牌面临的现实挑战。以大众为例，大众汽车集团在中国的39家工厂拥有超过500万辆的年产能，而2023年的销量仅为307万台，这意味着产能利用率仅达到56.6%。同样，丰田在中国的总产能约为242万辆，而销量为170万辆，产能利用率约为70.2%。本田的产能利用率最高，达到77.6%。与此形成鲜明对比的是，国产品牌如吉利、比亚迪等并未出现明显的产能过剩迹象。

On July 29th, according to the latest data, joint venture brands such as Honda, Dongfeng Nissan, Volkswagen, Toyota, and General Motors are taking a series of measures to address the issue of overcapacity. For example, Honda plans to reduce its annual production capacity of gasoline cars in China from 1.49 million to 1.2 million, and close or cease production of some factories. Dongfeng Nissan also announced the closure of its factory in Changzhou, Jiangsu, reducing production capacity by 120000 vehicles. The decline in sales and production reduction measures indicate that overcapacity has become a real challenge faced by joint venture brands. Taking Volkswagen as an example, the Volkswagen Group has an annual production capacity of over 5 million vehicles in its 39 factories in China, but the sales volume in 2023 is only 3.07 million units, which means the capacity utilization rate is only 56.6%. Similarly, Toyota's total production capacity in China is approximately 2.42 million vehicles, with sales of 1.7 million vehicles and a capacity utilization rate of approximately 70.2%. Honda has the highest capacity utilization rate, reaching 77.6%. In sharp contrast, domestic brands such as Geely and BYD have not shown obvious signs of overcapacity.

（来源：手机中国）

(Source: Mobile China)

▍本田中国调整产能，加码新能源欲提振销量?

Honda China adjusts production capacity and increases new energy to boost sales?

在销量不断下滑的当下，本田中国选择调整产能。本田中国近日发布公告称，将实行产能优化，加速电动化转型。其中，广汽本田计划2024年10月关闭年产能为5万台的第四生产线，东风本田计划2024年11月将年产能为24万台的第二生产线停产休业。“调整后Honda在中国的汽车总产能由149万台变为120万台。”

Amidst the continuous decline in sales, Honda China has chosen to adjust its production capacity. Honda China recently announced that it will implement capacity optimization and accelerate its electrification transformation. Among them, GAC Honda plans to shut down its fourth production line with an annual capacity of 50000 units in October 2024, while Dongfeng Honda plans to shut down its second production line with an annual capacity of 240000 units in November 2024. After adjustment, Honda's total automobile production capacity in China has increased from 1.49 million units to 1.2 million units

业内人士表示，本田在中国市场调整产能，一方面是燃油车产能利用率低，借此实现资金和人员等方面的减负，达到节约成本的目的；另一方面也希望加码新能源领域，以此止住、甚至是拿回不断下滑的市场份额。

Industry insiders say that Honda's adjustment of production capacity in the Chinese market is partly due to the low utilization rate of fuel vehicle production capacity, in order to reduce financial and personnel burdens and achieve cost savings; On the other hand, we also hope to increase our investment in the new energy sector in order to halt or even regain our declining market share.

田中国在上述公告中强调，此次对产能的调整，是为在中国进一步加速电动化转型，正在建设的东风本田全新电动专用工厂将于2024年9月投产，广汽本田全新新能源工厂将在2024年11月投产。

Tian Zhonghua emphasized in the above announcement that the adjustment of production capacity is to further accelerate the electrification transformation in China. The new electric dedicated factory under construction by Dongfeng Honda will be put into operation in September 2024, and the new new energy factory of GAC Honda will be put into operation in November 2024.

广汽本田汽车有限公司副总经理袁小华对此表示，目前广汽本田有4条整车生产线，为了加速电动化进程，其中年产能5万辆的第四条生产线会在今年10月份关闭，计划年产能12万辆的新能源生产线将会在今年11月份投产。“广汽本田的生产线一直是可以随着生产的计划柔性进行调节，此次决定就是为了集约资源，提高效率，灵活应对市场需求。”

Yuan Xiaohua, Deputy General Manager of Guangqi Honda Automobile Co., Ltd., stated that Guangqi Honda currently has four complete vehicle production lines. In order to accelerate the electrification process, the fourth production line with an annual capacity of 50000 vehicles will be closed in October this year, and the new energy production line with a planned annual capacity of 120000 vehicles will be put into operation in November this year. Guangqi Honda's production line has always been able to be flexibly adjusted according to production plans. This decision is aimed at conserving resources, improving efficiency, and flexibly responding to market demand

（来源：中国经济网）

(Source: China Economic Net)

▍零跑电动汽车将进入欧洲市场

Zero Run electric vehicles will enter the European market

Stellantis首席执行官唐唯实：零跑电动汽车将进入欧洲市场，第一批从中国运往欧洲的零跑电动汽车正在途中，船上有800辆汽车，但没有透露是哪些车型。

Stellantis CEO Tang Weishi: Zero Run electric vehicles will enter the European market, and the first batch of Zero Run electric vehicles shipped from China to Europe is on their way. There are 800 cars on board, but it has not been revealed which models they are.

（来源：盖世汽车）

(Source: Auto.gasgoo)

▍星纪魅族首款汽车或命名“魅族MX” 将于年底上市

The first Meizu car or named "Meizu MX" from Xingji Meizu will be launched at the end of the year

易车讯，7月26日，星纪魅族COO廖清红在活动中透露，星纪魅族首款汽车将于今年年底实现上市和交付，该车依托吉利体系的设计与制造平台，将展示与传统主机厂不同的功能特性。2023年11月，星纪魅族官宣“造车”计划，旗下首款车型或命名为“魅族MX ”。星纪魅族COO廖清红表示，星纪魅族造车正在紧锣密鼓地进行，第一款汽车会在今年年底前跟消费者见面，实现上市和交付。据悉，2023年11月，在魅族秋季发布会上，魅族品牌宣布正式进入汽车领域。按照当时的说法，星纪魅族集团将结合吉利集团的一系列制造能力，打造一款MEIZU DreamCar MX，该计划于2024年一季度开启。从车身轮廓判断，魅族首款车型或将是轿车产品。

Yiche News: On July 26th, Liao Qinghong, COO of Xingji Meizu, revealed at an event that Xingji Meizu's first car will be launched and delivered by the end of this year. The car relies on Geely's design and manufacturing platform and will showcase different functional features from traditional OEMs. In November 2023, Xingji Meizu officially announced its "car making" plan, and its first model may be named "Meizu MX". Liao Qinghong, COO of Xingji Meizu, stated that Xingji Meizu's car manufacturing is in full swing, and the first car will be launched and delivered to consumers before the end of this year. It is reported that in November 2023, at the Meizu Autumn Conference, the Meizu brand announced its official entry into the automotive industry. According to the statement at the time, Xingji Meizu Group will combine Geely Group's various manufacturing capabilities to create a MEIZU DreamCar MX, which is scheduled to start in the first quarter of 2024. Judging from the body contour, Meizu's first model may be a sedan product.

（来源：易车讯）

(Source: Yiche News)

▍五十铃汽车将在北美推出本土组装的电动卡车

Isuzu Motors will launch locally assembled electric trucks in North America

盖世汽车讯 据外媒报道，日本汽车制造商五十铃汽车（Isuzu Motors）将于今年8月开始在北美销售紧凑型电动卡车，并计划于2026年推出中型电动卡车。这一战略举措旨在抢占先机，因为美国政府将从2027年开始实施更严格的汽车排放法规。为了方便在北美当地组装，五十铃汽车将从日本向其北美合作伙伴出口零部件。

According to foreign media reports, Japanese automaker Isuzu Motors will start selling compact electric trucks in North America in August this year and plans to launch mid size electric trucks in 2026. This strategic initiative aims to seize the opportunity as the US government will implement stricter regulations on vehicle emissions starting from 2027. In order to facilitate local assembly in North America, Isuzu Motors will export components from Japan to its North American partners.

五十铃汽车进入电动卡车市场，正值欧洲制造商和包括特斯拉在内的美国制造商纷纷推出电动卡车。而根据标普全球移动出行（S&P Global Mobility）的数据，目前电动汽车在中型至大型卡车细分市场的份额还不到0.5%，而去年在小型卡车市场中的份额也仅为6.6%。五十铃汽车的目标是在这一新兴市场中建立强大的影响力并实现长期增长。

Isuzu Motors entered the electric truck market at a time when European manufacturers and American manufacturers, including Tesla, are launching electric trucks. According to data from S&P Global Mobility, the current market share of electric vehicles in the mid to large truck segment is less than 0.5%, and their market share in the small truck market was only 6.6% last year. Isuzu Motors' goal is to establish a strong influence and achieve long-term growth in this emerging market.

（来源：盖世汽车）

(Source: Auto.gasgoo)

▍重庆重登“中国汽车第一城”宝座

Chongqing regains its position as the "Number One Automobile City in China"

1-6月，重庆汽车产量121.4万辆，重回全国“汽车第一城”。此外，1-6月，重庆新能源汽车产量39.1万辆、同比增长1.5倍，远高于全国平均增速(30.1%)，增速在全国汽车产量前十大省市中排名第一。

From January to June, Chongqing's automobile production reached 1.214 million units, returning to the "number one automobile city" in the country. In addition, from January to June, Chongqing produced 391000 new energy vehicles, a year-on-year increase of 1.5 times, far higher than the national average growth rate (30.1%), ranking first among the top ten provinces and cities in China in terms of car production growth rate.

（来源：盖世汽车）

(Source: Auto.gasgoo)

▍日产本土最大汽车工厂将减产三分之一

Nissan's largest domestic automobile factory will reduce production by one-third

据路透社东京报道，近日，两名知情人士称，由于美国对老旧产品的需求疲软，日产汽车本月削减其日本顶级工厂的计划产量三分之一，此举也将减少其旗舰跨界车型的产量。

According to Reuters Tokyo, two insiders recently stated that due to weak demand for old products in the United States, Nissan has reduced the planned production of its top Japanese factories by one-third this month, which will also reduce the production of its flagship crossover models.

（来源：路透社东京）

(Source: Reuters Tokyo)

▍宝马将在三大洲建立5家工厂

BMW will establish 5 factories on three continents

从宝马客获悉，据宝马集团消息，宝马新世代车型（Neue Klasse）将开创宝马集团纯电驾驶的新时代，其成功与否在很大程度上取决于高压（动力）电池的生产，因此宝马集团正大力扩展其下一代（第六代）高压电池生产网络。宝马集团负责生产的董事诺德科沃奇博士解释说：“我们将在三大洲建立五家工厂来生产我们的第六代高压电池。”

According to BMW Group, the new generation model (Neue Klasse) will usher in a new era of pure electric driving for BMW Group, and its success largely depends on the production of high-voltage (power) batteries. Therefore, BMW Group is vigorously expanding its next-generation (sixth generation) high-voltage battery production network. Dr. Nordkowich, the director in charge of production at BMW Group, explained, "We will establish five factories on three continents to produce our sixth generation high-voltage batteries

（来源：宝马客）

(Source: BMW customer)

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