2024第34周 行业简讯 Week34 News

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▍东风制定国内主机厂四成标准

Dongfeng sets 40% standard for domestic host factories

 

从武汉经开区获悉,近日,从第十四届电动汽车标准法规研讨会召开,东风汽车深度参与国家及行业标准法规制定工作,累计牵头国家和行业标准108项(主机厂占比达40%),参与380项,牵头和参与数量均为行业领先。

According to Wuhan Economic and Technological Development Zone, Dongfeng Motor has recently been deeply involved in the formulation of national and industry standards and regulations since the 14th Electric Vehicle Standards and Regulations Seminar. It has led a total of 108 national and industry standards (with 40% of the main manufacturers) and participated in 380 projects, both leading and participating in the industry.

 

(来源:武汉经开区)

(Source: Wuhan Economic Development Zone)

 

 

 

▍比亚迪否认收购克莱斯勒

BYD denies acquiring Chrysler

 

从汽车制造网获悉,近日,比亚迪集团品牌及公关处总经理李云飞发布微博表示:“网传比亚迪收购克莱斯勒,为不实信息!”据了解,此谣言最早源自海外,称比亚迪考虑收购克莱斯勒,包括克莱斯勒在美国的三大品牌以及八家工厂全部资产,如果收购成功,克莱斯勒将成为比亚迪进入美国市场的跳板,但最终遭到李云飞的否认。

According to the Automotive Manufacturing Network, Li Yunfei, the General Manager of BYD Group's Brand and Public Relations Department, recently posted on Weibo that "rumors circulating online that BYD is acquiring Chrysler are false!" It is understood that this rumor originated overseas, stating that BYD is considering acquiring Chrysler, including all assets of Chrysler's three major brands and eight factories in the United States. If the acquisition is successful, Chrysler will become a springboard for BYD to enter the US market, but it was ultimately denied by Yunfei Li.

 

(来源:汽车制造网)

(Source: Automotive Manufacturing Network)

 

 

 

▍奇瑞投资印尼

Chery invests in Indonesia

 

据财联社报道,“为实现年产能20万辆的目标,奇瑞在印尼计划投资近10亿美元生产和制造电动汽车。”8月19日,奇瑞国际公司向财联社记者确认了此前的一则消息。据悉,这一计划将在2028年完成,且从今年开始,奇瑞将投资4000万美元达到年产2万辆水平。未来,奇瑞在印尼市场的产品将以纯电动和插电式混合动力车型为主,共9款。

According to Caixin News Agency, Chery plans to invest nearly $1 billion in Indonesia to produce and manufacture electric vehicles in order to achieve its annual production capacity of 200000 vehicles. On August 19th, Chery International confirmed the previous news to Caixin News Agency reporters. It is reported that this plan will be completed in 2028, and starting from this year, Chery will invest $40 million to achieve an annual production level of 20000 vehicles. In the future, Chery's products in the Indonesian market will mainly consist of pure electric and plug-in hybrid models, with a total of 9 models.

 

(来源:财联社)

(Source: Caixin)

 

 

 

▍北汽蓝谷全力生产享界新车

BAIC Blue Valley is fully committed to producing the new Xiangjie car

 

据上海证券报报道,近日,对于参与引望公司的合作意向,北汽蓝谷董秘赵冀表示,“北汽和华为合作是非常积极的。”她介绍,北汽蓝谷坚定看好华为,绑定华为,目前公司北京密云工厂已经完全投入和华为合作的享界新车生产。

According to a report by Shanghai Securities News, recently, regarding the intention to cooperate with Yinwang Company, Zhao Ji, Secretary of the Board of Directors of BAIC Blue Valley, stated that "the cooperation between BAIC and Huawei is very positive." She introduced that BAIC Blue Valley firmly believes in Huawei and is bound to Huawei. Currently, the company's Beijing Miyun factory has fully invested in the production of the Xiangjie new car in cooperation with Huawei.

 

(来源:上海证券报)

(Source: Shanghai Securities News)

 

 

 

▍埃安长沙工厂竣工投产

The Chang'an factory has been completed and put into operation

 

从星沙时报获悉,8月21日,广汽埃安长沙工厂项目竣工投产活动在长沙经开区举行,作为国家制造业新型技术改造升级重点项目、湖南省重点项目,广汽埃安长沙工厂正式竣工投产,三湘大地上再度点亮一座全球灯塔工厂。

According to the Xingsha Times, on August 21st, the completion and production activities of the Guangzhou Ai'an Changsha factory project were held in Changsha Economic Development Zone. As a key project for national manufacturing new technology transformation and upgrading and a key project in Hunan Province, the Guangzhou Ai'an Changsha factory was officially completed and put into operation, once again lighting up a global lighthouse factory on the land of Sanxiang.

 

(来源:星沙时报)

(Source: Xingsha Times)

 

 

 

▍吉利净利106亿

Geely's net profit is 10.6 billion yuan

 

从吉利汽车集团官微获悉,近日,吉利汽车控股有限公司发布2024年上半年财报。2024年上半年,吉利汽车实现营业收入1073亿元,同比增长46.6%;经营盈利能力提升,股东应占溢利同比大幅增加,上半年股东应占溢利106亿元,同比大增574.7%;扣非股东应占溢利33.7亿元,同比增长114%;净现金水平同比增长25.4%至357亿元。

According to the official WeChat account of Geely Automobile Group, Geely Automobile Holdings Limited recently released its financial report for the first half of 2024. In the first half of 2024, Geely Automobile achieved a revenue of 107.3 billion yuan, a year-on-year increase of 46.6%; The operating profitability has improved, and the profit attributable to shareholders has increased significantly year-on-year. In the first half of the year, the profit attributable to shareholders was 10.6 billion yuan, a significant increase of 574.7% year-on-year; Deducting the profit attributable to non shareholders of 3.37 billion yuan, a year-on-year increase of 114%; The net cash level increased by 25.4% year-on-year to 35.7 billion yuan.

 

(来源:吉利汽车集团官微)

(Source: Geely Automobile Group Official WeChat)

 

 

 

▍比亚迪墨西哥工厂选址缩小,正评估各州激励政策

BYD Mexico factory site shrinks, evaluating state incentive policies

 

据路透社报道,8月21日,中国电动汽车制造商比亚迪墨西哥地区总经理Jorge Vallejo表示,该公司已将其在墨西哥建厂的候选地点缩小至三个州,目前正在评估这些州提出的各种激励措施。

According to Reuters, on August 21st, Jorge Vallejo, General Manager of BYD Mexico, a Chinese electric vehicle manufacturer, stated that the company has narrowed down its candidate locations for building factories in Mexico to three states and is currently evaluating various incentive measures proposed by these states.

 

墨西哥北部的新莱昂州(Nuevo Leon state)是汽车中心,也是特斯拉拟建的超级工厂的所在地。本周,该州州长还表示,新莱昂州也将成为沃尔沃汽车新工厂的所在地。与此同时,墨西哥中部的普埃布拉州(Puebla state)长期以来一直是大众汽车的生产基地,而宝马则在附近的圣路易斯波托西(San Luis Potosi)生产电动汽车。

The state of Nuevo Leon in northern Mexico is a hub for automobiles and the location of Tesla's planned Gigafactory. This week, the governor of the state also announced that Nuevo Le ó n will become the location of Volvo's new factory. Meanwhile, Puebla state in central Mexico has long been a production base for Volkswagen, while BMW produces electric vehicles in nearby San Luis Potosi.

 

Jorge Vallejo还透露,该工厂第一阶段将生产15万辆汽车,第二阶段再生产15万辆,最终在未来几年内实现40万辆至50万辆的年产量。他重申,该工厂将服务于墨西哥市场。此前,比亚迪曾表示,目前还没有进军美国市场的打算。

Jorge Vallejo also revealed that the first phase of the factory will produce 150000 cars, the second phase will produce an additional 150000 cars, and ultimately achieve an annual output of 400000 to 500000 cars in the next few years. He reiterated that the factory will serve the Mexican market. Previously, BYD had stated that it currently has no plans to enter the US market.

 

(来源:第一电动网)

(Source: First Electric Network)

 

 

 

▍天际汽车破产

Tianji Automobile Bankruptcy

 

从汽车之地获悉,据全国企业破产重整案件信息网显示,天际汽车(长沙)集团有限公司被申请破除清算,申请人为沈玉清,经办法院为长沙市岳麓区人民法院。

According to the National Enterprise Bankruptcy and Restructuring Case Information Network, Tianji Automobile (Changsha) Group Co., Ltd. has been applied for liquidation, with Shen Yuqing as the applicant and Yuelu District People's Court of Changsha as the handling court.

 

(来源:汽车之地)

(Source: Land of Cars)

 

 

 

▍小鹏净亏27亿

Xiaopeng suffered a net loss of 2.7 billion yuan

 

从汽车行业关注获悉,近日,小鹏汽车对外公布半年业绩财报。财报显示,小鹏汽车上半年实现营收146.6亿元,同比增长61.2%;毛利率13.5%,去年同期为-1.4%;归母净利润-26.5亿元,去年同期净亏损51.4亿元。销量方面,小鹏汽车上半年累计交付车辆52028辆,同比增长25.6%。

According to the automotive industry, Xiaopeng Motors recently released its semi annual financial report to the public. According to the financial report, Xiaopeng Motors achieved a revenue of 14.66 billion yuan in the first half of the year, a year-on-year increase of 61.2%; The gross profit margin was 13.5%, compared to -1.4% in the same period last year; The net profit attributable to the parent company was -2.65 billion yuan, with a net loss of 5.14 billion yuan in the same period last year. In terms of sales, Xiaopeng Motors delivered a total of 52028 vehicles in the first half of the year, a year-on-year increase of 25.6%.

 

(来源:汽车行业关注)

(Source: Focus on the automotive industry)

 

 

 

▍零跑净亏22亿

Zero Run net loss of 2.2 billion

 

从汽车行业关注获悉,近日,零跑汽车发布2024年上半年财报。财报数据显示,2024年上半年,零跑汽车营业收入为88.5亿元,同比增长52.2%,增长幅度位居新势力前列;净亏损22.12亿元,同比收窄2.8%;毛利率为1.1%,同比大幅改善,作为参考,零跑汽车一季度毛利率为-1.4%,二季度毛利率改善至2.8%。

It has been learned from the automotive industry that recently, Leapmotor released its financial report for the first half of 2024. According to financial report data, in the first half of 2024, the operating revenue of Zero Run Automobile was 8.85 billion yuan, a year-on-year increase of 52.2%, ranking among the top new forces in terms of growth rate; Net loss of 2.212 billion yuan, narrowed by 2.8% year-on-year; The gross profit margin was 1.1%, a significant improvement year-on-year. As a reference, the gross profit margin of Zero Run Automobile in the first quarter was -1.4%, and the gross profit margin improved to 2.8% in the second quarter.

 

(来源:汽车行业关注)

(Source: Focus on the automotive industry)

 

 

 

▍小米汽车二季度净亏损18亿元

Xiaomi Auto suffered a net loss of 1.8 billion yuan in the second quarter

 

8月21日,小米集团发布最新财报数据显示,2024年二季度,小米集团总营收为888.9亿元,同比增长32.0%;经调整净利润为62亿元,同比增长20.1%。此外,小米集团现金储备为1410亿元。值得注意的是,今年二季度,智能电动汽车业务及其他创新业务收入为64亿元,占总营收的7.2%;经调整净亏损为18亿元;智能电动汽车等创新业务毛利率为15.4%,对比来看,同期小米手机×AIoT业务的毛利率为21.1%,集团整体业务毛利率为20.7%。对于小米汽车二季度亏损18亿元的原因,小米集团创始人、董事长兼CEO雷军表示,”还在高投入阶段。“

On August 21st, Xiaomi Group released its latest financial report data, which showed that in the second quarter of 2024, Xiaomi Group's total revenue was 88.89 billion yuan, a year-on-year increase of 32.0%; The adjusted net profit was 6.2 billion yuan, a year-on-year increase of 20.1%. In addition, Xiaomi Group has a cash reserve of 141 billion yuan. It is worth noting that in the second quarter of this year, the revenue from intelligent electric vehicle business and other innovative businesses was 6.4 billion yuan, accounting for 7.2% of the total revenue; Adjusted net loss of 1.8 billion yuan; The gross profit margin of innovative businesses such as smart electric vehicles is 15.4%. In comparison, the gross profit margin of Xiaomi's mobile phone x AIoT business during the same period was 21.1%, and the overall gross profit margin of the group's business was 20.7%. Regarding the reason for Xiaomi's second quarter loss of 1.8 billion yuan, Lei Jun, founder, chairman, and CEO of Xiaomi Group, stated that it is still in the high investment stage. “

 

(来源:第一电动)

(Source: First Electric)

 

 

 

▍小米汽车单车亏损超6万

Xiaomi Auto's bicycle losses exceed 60000 yuan

 

小米集团披露汽车业务第二季度业绩,智能电动汽车等创新业务分部收入为64亿元,毛利率为15.4%,其中智能电动汽车收入62亿元;智能电动汽车等创新业务经调整净亏损18亿元,以此推算,小米汽车单车亏损超6万。

Xiaomi Group disclosed its second quarter performance in the automotive business, with revenue from innovative business segments such as intelligent electric vehicles reaching 6.4 billion yuan and a gross profit margin of 15.4%. Among them, the revenue from intelligent electric vehicles was 6.2 billion yuan; Based on the adjusted net loss of 1.8 billion yuan for innovative businesses such as smart electric vehicles, it is estimated that Xiaomi Auto's single vehicle losses exceed 60000 yuan.

 

(来源:盖世汽车)

(Source: GAC Motor)

 

 

 

▍泰国电动车产业爆火

Thailand's electric vehicle industry is booming

 

从泰国网传媒获悉,日前,泰国投资促进委员会(BOI)秘书长纳立先生透露称,投资促进委员会批准了韩国现代汽车公司的招商引资项目,总投资额超10亿泰铢,该公司将从事纯电动汽车(BEV)和电池生产。

According to Thai online media, Mr. Nali, Secretary General of the Board of Investment (BOI) of Thailand, recently revealed that the BOI has approved the investment promotion project of Hyundai Motor Company in South Korea, with a total investment of over 1 billion Thai baht. The company will engage in the production of pure electric vehicles (BEVs) and batteries.

 

(来源:泰国网传媒)

(Source: Thai Online Media)

 

 

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