2024第32周 行业简讯

Week32 News（2024.8.5-8.11）

▍东风汽车意大利建厂谈判进入最后阶段？

Are Dongfeng Motor's negotiations for building a factory in Italy entering the final stage?

澎湃新闻8月8日消息，据路透社报道，意大利方面知情人士称，意大利政府与东风汽车集团就意大利建厂事宜的洽谈已进入最后阶段。意大利政府可能会以少数股份参与东风汽车集团的投资。这笔潜在的交易还可能涉及其他关键投资者，包括意大利汽车零部件公司。针对上述情况，记 者向东风汽车集团相关工作人员求证，对方回应称：“目前双方只是初步接触，尚未开展实质性的沟通。”

On August 8th, according to Reuters, informed sources in Italy stated that negotiations between the Italian government and Dongfeng Motor Group regarding the construction of a factory in Italy have entered the final stage. The Italian government may participate in Dongfeng Motor Group's investment with a minority stake. This potential transaction may also involve other key investors, including Italian automotive parts companies. In response to the above situation, the reporter asked the relevant staff of Dongfeng Motor Group for verification, and the other party replied, "At present, the two sides are only in preliminary contact and have not yet carried out substantive communication

（来源：澎湃新闻）

(Source: The Paper News)

▍比亚迪称越南是电动车重点市场

BYD says Vietnam is a key market for electric vehicles

据越通社报道，近日，比亚迪越南公司首席执行官武明力表示，越南电动车市场发展潜力巨大。武明力称，越南电动汽车发展进程才刚刚开始，当前，市场上电动汽车品牌仍然较少。在中国，新能源汽车占市场总销量50%，欧洲市场也超过35%，越南未来电动汽车发展潜力巨大。比亚迪将越南视为一个重点市场，越南人口过亿，劳动力适龄人口比例高，市场潜力巨大。

According to the Vietnam News Agency, Wu Mingli, CEO of BYD Vietnam, recently stated that the development potential of the Vietnamese electric vehicle market is enormous. Wu Mingli said that the development process of electric vehicles in Vietnam has just begun, and currently, there are still few electric vehicle brands in the market. In China, new energy vehicles account for 50% of the total market sales, and the European market also exceeds 35%. Vietnam has enormous potential for the future development of electric vehicles. BYD regards Vietnam as a key market, with a population of over 100 million and a high proportion of eligible labor force, indicating enormous market potential.

（来源：越通社）

(Source: Vietnam News Agency)

▍本田中国减产

Honda China reduces production

根据本田中国官方发布的消息，本田将把在中国的两家合资企业东风本田以及广汽本田的产线年产能，由149万辆缩减至120万辆，削减了约20%产能。上个月，日产也宣布将关闭年产能约13万辆的东风日产常州工厂，整体产量减至147万辆。

According to the official announcement from Honda China, Honda will reduce the annual production capacity of its two joint ventures, Dongfeng Honda and GAC Honda, from 1.49 million vehicles to 1.2 million vehicles, reducing production capacity by about 20%. Last month, Nissan also announced the closure of its Dongfeng Nissan Changzhou factory, which has an annual production capacity of approximately 130000 vehicles, reducing the overall output to 1.47 million vehicles.

这两家日系巨头做出这样的决策，最直观的原因就是销量。6月本田在国内的终端销量为68,966辆，同比下降39%。1-6月，本田在中国市场的销量为415906辆，同比下降21.5%。

The most intuitive reason for these two Japanese giants making such decisions is sales volume. Honda's terminal sales in China in June were 68966 units, a year-on-year decrease of 39%. From January to June, Honda's sales in the Chinese market were 415906 units, a year-on-year decrease of 21.5%.

（来源：车质网）

(Source: Car Quality Network)

▍土耳其正与两中国车企洽谈

Türkiye is negotiating with two Chinese car enterprises

土耳其总统投资办公室负责人Burak Daglioglu在接受采访时透露，在比亚迪于7月宣布将在土耳其投资建厂之后，另有中国公司计划在土耳其建设汽车工厂。当被问及奇瑞和上汽集团将在土耳其投资的事宜时，Daglioglu表示，两家公司一直在与有关部门和潜在的合作伙伴进行谈判，且谈判正在朝着积极的方向进行，但两家投资的时间和性质可能有所不同。

Burak Daglioglu, the head of the President's Investment Office of Türkiye, said in an interview that after BYD announced in July that it would invest in Türkiye, another Chinese company planned to build an automobile factory in Türkiye. When asked about Chery and SAIC Group's investment in Türkiye, Daglioglu said that the two companies have been negotiating with relevant departments and potential partners, and the negotiations are moving in a positive direction, but the time and nature of the two investments may be different.

（来源：盖世汽车）

(Source: Gasgoo Auto)

▍上汽MG官宣：将在墨西哥设立制造厂和研发中心

SAIC MG announces that it will establish a manufacturing plant and research and development center in Mexico

8月7日，上汽集团旗下名爵MG汽车在一份公告中表示，计划在墨西哥建立一个拉丁美洲枢纽，包括一个汽车工厂和一个研发中心。名爵汽车墨西哥业务负责人Zhang Wei在声明中表示，这样不仅在当地生产汽车，还能产生专向拉丁美洲的市场情报。此外，公司还计划将高端品牌IM引入墨西哥。

On August 7th, MG, a subsidiary of SAIC Motor Group, announced plans to establish a Latin American hub in Mexico, including an automotive factory and a research and development center. Zhang Wei, the head of MG's Mexico business, stated in a statement that this not only produces cars locally, but also generates market intelligence specifically for Latin America. In addition, the company also plans to introduce high-end brand IM to Mexico.

（来源：第一电动网）

(Source: First Electric Network)

▍印度车商马恒达回应“与陕汽就30亿美元合资企业达成协议”：消息不实

Indian automaker Mahindra responds to 'agreement reached with Shaanxi Automobile on $3 billion joint venture': false news

8月9日，有媒体报道称，印度汽车制造商马恒达与陕西汽车控股集团同意组建价值30亿美元的合资企业，将在印建汽车制造厂，目前正等待印度政府批准。马恒达当日在交易所发布声明回应称，相关报道“毫无根据，不符合事实”。

On August 9th, media reported that Indian car manufacturer Mahindra and Shaanxi Automobile Holdings Group agreed to form a $3 billion joint venture to build a car manufacturing plant in India, and are currently awaiting approval from the Indian government. On the same day, Mazda issued a statement in response to the exchange, stating that the relevant reports were "baseless and untrue".

（来源：财联社）

(Source: Caixin)

▍恒大汽车破产重整

Evergrande Auto Bankruptcy Restructuring

据IT之家报道，8月5日消息，恒大汽车今日在港交所发布公告，相关地方人民法院于 2024年8月2日就相关附属公司破产重整进行听证，相关地方人民法院裁定相关附属公司进入破产重整程序。

According to IT Home, on August 5th, Evergrande Auto announced on the Hong Kong Stock Exchange that the relevant local people's court will hold a hearing on the bankruptcy reorganization of the related subsidiary company on August 2, 2024. The relevant local people's court has ruled that the related subsidiary company has entered the bankruptcy reorganization procedure.

（来源：IT之家）

(Source: IT Home)

▍小米新工厂开工

Xiaomi's new factory starts construction

据快科技报道，近日，北京市亦庄开发区一宗工业用地成交，位于小米汽车工厂东侧，竞得人为小米旗下的小米景曦科技有限公司。据悉，该地将用于建设小米汽车工厂二期。值得注意的是，该工厂的建设工作已经迅速开启，甚至交款当天既开始施工。拍摄者透露，周末的晚上工地也在热火朝天的施工，速度很快，二期工厂应该很快就能建成。

According to a report by Kuaishi Technology, an industrial land transaction was recently completed in Yizhuang Development Zone, Beijing, located on the east side of Xiaomi's automobile factory. The winning bidder is Xiaomi Jingxi Technology Co., Ltd., a subsidiary of Xiaomi. It is reported that the area will be used to build the second phase of Xiaomi's automobile factory. It is worth noting that the construction work of the factory has started rapidly, even starting on the day of payment. The photographer revealed that the construction site was also busy on weekend evenings, and the speed was very fast. The second phase factory should be built soon.

（来源：快科技）

(Source: Fast Technology)

▍泰国推出面向汽车零部件合资企业的激励措施

Thailand launches incentive measures for joint ventures in automotive parts

泰国投资委员会表示，泰国已批准激励措施，鼓励泰国公司与外国公司建立合资企业，为使用各种推进系统的汽车生产汽车零部件。符合要求的合资企业需要在2025年底前提出申请，并有资格获得两年的额外免税期，最长八年。

The Investment Commission of Thailand stated that Thailand has approved incentive measures to encourage Thai companies to establish joint ventures with foreign companies to produce automotive parts for vehicles using various propulsion systems. Joint ventures that meet the requirements need to apply before the end of 2025 and are eligible for an additional two-year tax exemption period, up to a maximum of eight years.

（来源：第一电动网）

(Source: First Electric Network)