2024第47周 行业简讯 Week47 News

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双龙汽车与奇瑞汽车达成战略合作

SsangYong Motor and Chery Automobile have reached a strategic cooperation agreement

 

近日,韩国KG Mobility(原双龙汽车)与奇瑞汽车达成战略合作和技术合作,将共同开发多样车型、缩短新车研发时间,以快速适应市场。双方计划在韩国开发一款SUV,并借此合作推出适应市场的中型、大型SUV及全球车型。

Recently, KG Mobility (formerly known as SsangYong Motors) in South Korea has reached a strategic and technological cooperation agreement with Chery Automobile to jointly develop a variety of vehicle models and shorten the development time of new cars, in order to quickly adapt to the market. Both parties plan to develop an SUV in South Korea and collaborate to launch mid size, large size SUVs and global models that are suitable for the market.

 

(来源:电动内参EVCar confidential reference

(Source: EVCar Confidential Reference)

 

 

深汕比亚迪汽车工业园四期项目签约启动

Shenzhen Shantou BYD Auto Industrial Park Phase IV Project Signed and Launched

 

11月20日,据深圳发布消息,比亚迪将继续加大在深投资,与深汕特别合作区签约,建设深汕比亚迪汽车工业园四期。

据介绍,当前深汕特别合作区已形成了以新能源汽车产业为主,以新型储能、新材料、智能制造装备产业为辅的“一主三辅”产业发展布局,已引进链主企业近30家。

目前,深汕比亚迪汽车工业园一期零部件项目满产,二期整车项目双班生产,预计三期、四期项目建成满产后,深汕比亚迪汽车工业园年产值超2000亿元。

On November 20th, according to Shenzhen, BYD will continue to increase its investment in Shenzhen and sign a contract with the Shenzhen Shantou Special Cooperation Zone to build the fourth phase of the Shenzhen Shantou BYD Auto Industrial Park.

It is reported that the current Shenzhen Shantou Special Cooperation Zone has formed a "one main and three auxiliary" industrial development layout, with the new energy vehicle industry as the main industry and the new energy storage, new materials, and intelligent manufacturing equipment industries as auxiliary industries. Nearly 30 chain leading enterprises have been introduced.

At present, the first phase of the parts project of Shenzhen Shantou BYD Auto Industrial Park is in full production, the second phase of the whole vehicle project is in double shift production, and it is expected that after the completion of the third and fourth phases of the project, the annual output value of Shenzhen Shantou BYD Auto Industrial Park will exceed 200 billion yuan.

 

(来源:盖世汽车Auto Gasgoo

(Source: Gasgoo Auto)

 

 

日产泰国销量下跌!中国车企疯狂挖人、接盘销售门店

Nissan Thailand sales decline! Chinese car companies are crazily poaching and acquiring sales stores

 

据报道,日产汽车近期在泰国公布了裁员方案,计划到明年秋季实施约1000人的裁员和调岗。

而日产泰国的销量和市场份额下滑,以比亚迪为代表的国产车企,则开始迅速挖人、接盘销售门店,扩大本地的销售网络。

据悉,日产在泰国拥有两处整车工厂,合计产能最高为37万辆/年,主要生产纳瓦拉皮卡和混动劲客等车型。

比亚迪、上汽MG、长城汽车、哪吒等中国品牌纷纷扩大了在泰国的销售,这也加剧了日产的销量危机。

According to reports, Nissan recently announced a layoff plan in Thailand, planning to implement approximately 1000 layoffs and job transfers by next autumn.

However, Nissan's sales and market share in Thailand have declined, and domestic car companies represented by BYD have begun to quickly recruit and acquire sales stores, expanding their local sales network.

It is reported that Nissan has two vehicle factories in Thailand with a total production capacity of up to 370000 vehicles per year, mainly producing models such as the Navara pickup truck and hybrid electric vehicle.

Chinese brands such as BYD, SAIC MG, Great Wall Motors, and Nezha have expanded their sales in Thailand, exacerbating Nissan's sales crisis.

 

(来源:快科技Quick Technology

(Source: Quick Technology)

 

 

比亚迪与蔚来将合作成立比未来汽车集团

BYD and NIO will collaborate to establish the Bi Future Automotive Group

 

此前有传言称,比亚迪与蔚来将合作成立比未来汽车集团。对此,比亚迪集团品牌及公关处总经理李云飞表示,网传比亚迪与蔚来汽车相关的投资及合作信息,为严重不实信息。

Previously, there were rumors that BYD and NIO would collaborate to establish the BYD Future Automotive Group. Regarding this, Li Yunfei, General Manager of Brand and Public Relations Department of BYD Group, stated that the online rumors of investment and cooperation between BYD and NIO are seriously untrue information.

 

(来源:第一财经 Yicai.com)

(Source: Yicai. com)

 

 

奇瑞欧洲产电动汽车将采用本土供应商来规避关税

Chery's European electric vehicles will adopt local suppliers to avoid tariffs

 

据外媒报道,奇瑞汽车的西班牙合作伙伴EV Motors表示,正在努力为其与奇瑞汽车的合资企业生产的电动汽车采购在当地生产的零部件,这样他们的汽车就可以作为欧洲汽车销售。

EV Motors总裁Rafael Ruiz在接受采访时表示,采用欧洲本土供应商将降低进口成本并提高生产率,且他们对此进行了非常详细的分析。

Rafael Ruiz表示,EV Motors旗下Ebro品牌计划于本月开始生产传统动力版SUV。鉴于高额的欧盟进口关税,奇瑞汽车将其旗舰电动车型Omoda 5在西班牙巴塞罗那工厂的生产启动时间推迟到了2025年10月。但Rafael Ruiz认为Omoda 5将不会受到欧盟关税的影响,因为该款车型将在欧洲制造。

According to foreign media reports, Chery Automobile's Spanish partner EV Motors has stated that they are working hard to procure locally produced components for the electric vehicles produced by their joint venture with Chery Automobile, so that their cars can be sold as European cars.

EV Motors President Rafael Ruiz stated in an interview that adopting local European suppliers will reduce import costs and improve productivity, and they have conducted a very detailed analysis of this.

Rafael Ruiz stated that EV Motors' Ebro brand plans to start producing a traditional power version SUV this month. Due to high EU import tariffs, Chery Automobile has postponed the production start of its flagship electric vehicle model Omoda 5 at its Barcelona factory in Spain to October 2025. But Rafael Ruiz believes that the Omoda 5 will not be affected by EU tariffs as the model will be manufactured in Europe.

 

(来源:盖世汽车Auto Gasgoo

(Source: Gasgoo Auto)

 

 

阿维塔科技增资120亿元投资引望

 

11月19日,上海联合产权交易所今日发布公告,阿维塔科技(重庆)有限公司(以下简称“阿维塔科技”)正式启动增资项目,拟募集资金总额不超过120亿元人民币。此次增资的主要目的是投资深圳引望智能技术有限公司(以下简称“引望”),以及用于后续车型的研发设计、产线投入、市场品牌发展和渠道建设等方面,并补充企业流动资金。

增资完成后,重庆长安汽车股份有限公司和南方工业资产管理有限责任公司的合计持股比例将不超过50%。引望,作为华为旗下专注于智能汽车产业发展的子公司,自2024年1月16日成立以来,一直致力于提供汽车智能系统及部件解决方案,最初由华为100%持股。

On November 19th, the Shanghai United Property Exchange announced today that Avita Technology (Chongqing) Co., Ltd. (hereinafter referred to as "Avita Technology") has officially launched a capital increase project, with a total planned fundraising amount not exceeding RMB 12 billion. The main purpose of this capital increase is to invest in Shenzhen Yinwang Intelligent Technology Co., Ltd. (hereinafter referred to as "Yinwang"), as well as for the research and development design, production line investment, market brand development, and channel construction of subsequent vehicle models, and to supplement the company's working capital.

After the capital increase is completed, the total shareholding ratio of Chongqing Changan Automobile Co., Ltd. and Southern Industrial Asset Management Co., Ltd. will not exceed 50%. As a subsidiary of Huawei focused on the development of the intelligent automotive industry, Yinwang has been committed to providing automotive intelligent system and component solutions since its establishment on January 16, 2024, initially with Huawei holding 100% of the shares.

 

(来源:第一电动diev.com

(Source: diev.com)

 

 

海尔进军汽车领域!

Haier enters the automotive industry!

 

今日,多家媒体报道,海尔将正式收购汽车之家。有消息称,收购完成后,海尔集团预计将在明年1月对汽车之家进行大规模裁员,裁员比例可能高达30%。此外,汽车之家的高层人员也将出现较大变动,目前正在物色新的CEO。

据透露,海尔集团的相关团队将在今年年底正式入驻汽车之家。

尽管最初关于海尔收购汽车之家的消息在网络上引发热议,但随后相关报道被删除。海尔集团内部相关人士对此表示“还不知道”。

Today, multiple media outlets reported that Haier will officially acquire Autohome. It is reported that after the acquisition is completed, Haier Group is expected to carry out large-scale layoffs of Autohome in January next year, with a layoff rate of up to 30%. In addition, there will be significant changes in the senior management of Autohome, and a new CEO is currently being sought.

It is reported that the relevant team of Haier Group will officially join Autohome by the end of this year.

Although the initial news about Haier's acquisition of Autohome sparked heated discussions online, the related reports were subsequently deleted. Relevant personnel within Haier Group have stated that they "do not yet know" about this.

 

(来源:电动内参EVCar confidential reference

(Source: EVCar Confidential Reference)

 

 

哪吒汽车10亿股权被冻结

1 billion shares of hozon auto was frozen

 

据天眼查,哪吒汽车母公司合众新能源股权被冻结10亿元,执行法院为桐乡市法院,冻结期至2027年。

哪吒汽车曾受瞩目,现面临生存危机。尽管公司辟谣并采取多项措施试图回归正轨,但裁员、拖欠货款、工厂停产等消息仍使其生死未卜。

哪吒汽车正面临供应链危机,为此积极寻求外部资源以稳定运营和保障生产与交付。尽管哪吒汽车否认旗下三大工厂——桐乡、宜春和南宁停摆,但多方信息显示其供应链短缺问题确实存在。

According to Tianyancha, the equity of Hezhong New Energy, the parent company of Nezha Automobile, has been frozen by 1 billion yuan, and the executing court is Tongxiang City Court. The freezing period is until 2027.

The Nezha car once attracted attention, but now it is facing a survival crisis. Despite the company's debunking of rumors and taking multiple measures to try to get back on track, news of layoffs, unpaid payments, and factory shutdowns still leave its fate uncertain.

Nezha Automobile is facing a supply chain crisis and actively seeking external resources to stabilize operations and ensure production and delivery. Although Nezha Automobile denies that its three major factories - Tongxiang, Yichun, and Nanning - have shut down, multiple sources indicate that its supply chain shortage problem does exist.

 

(来源:电动内参EVCar confidential reference

(Source: EVCar Confidential Reference)

 

 

壁虎汽车获得独立造车资质

Gecko Automobile has obtained independent car manufacturing qualification

 

近日,据工信部官网最近披露的《道路机动车辆生产企业及产品公告》新产品公示,深圳市壁虎汽车科技有限公司取得专用车生产企业资质。公司计划在深圳深汕特别合作区的工业互联网制造业创新产业园布局专用车业务,推动相关产业发展。此外,壁虎汽车还获得了二手车出口企业资质。

壁虎汽车自2023年12月入驻深汕合作区后,已建9000平方米厂房并引进专用车生产线,一期项目已在产业园试投产。计划利用小漠港优势建生产基地,联合创始人表示2025年或将在深汕生产新车型。

旗下的壁虎全智速是一款创新的新能源商用车,它基于先进的滑板底盘技术研发,实现了底盘与车身的独立设计,让车型能更快适应不同场景,并大幅提高了智能化水平。

Recently, according to the "Announcement on Road Motor Vehicle Production Enterprises and Products" recently disclosed on the official website of the Ministry of Industry and Information Technology, Shenzhen Gecko Automotive Technology Co., Ltd. has obtained the qualification of a specialized vehicle production enterprise. The company plans to arrange special vehicle business in the Industrial Internet Manufacturing Innovation Industrial Park in Shenzhen Shenzhen Shantou Special Cooperation Zone to promote the development of related industries. In addition, Gecko Automobile has also obtained the qualification of a second-hand car export enterprise.

 

(来源:电动内参EVCar confidential reference

(Source: EVCar Confidential Reference)

 

 

中国新能源车大规模进军越南

Chinese new EV auto enter Vietnam

 

据越南媒体报道,比亚迪、吉利、奇瑞、长城、上汽、五菱等10多个中国品牌汽车,纷纷涌入越南市场,从汽油车到电动车各类产品都有,为越南消费者带来机遇的同时也给越南国内汽车行业带来了诸多挑战。

According to Vietnamese media reports, more than 10 Chinese brands of cars, including BYD, Geely, Chery, Great Wall Motors, SAIC, and Wuling, have flooded into the Vietnamese market, offering a wide range of products from gasoline cars to electric vehicles, bringing opportunities to Vietnamese consumers while also posing many challenges to the domestic automotive industry in Vietnam.

 

(来源:越南生活通Vietnam Life)

(Source: Vietnam Life)

 

 

JUNEYAO JY AIR泰国上市

JUNEYAO JY AIR is launched in Thailand

 

近日,中国均瑶集团(JUNEYAO)旗下智能出行科技品牌吉祥汽车宣布,正式在泰国推出纯电动汽车JY AIR。报道称,吉祥汽车计划在泰国建厂,作为出口世界市场的生产基地。

Recently, Juneyao Group's intelligent travel technology brand, Jixiang Automobile, announced the official launch of its pure electric vehicle JY AIR in Thailand. According to reports, Jixiang Motors plans to build a factory in Thailand as a production base for exporting to the world market.

 

(来源:泰国澜象网 Lanchange Tailand

(Source: Lanchange Tailand)

 

 

推动哪吒汽车南宁工厂恢复生产和经营

Promote the resumption of production and operation of Nezha Automobile's Nanning factory

 

南宁产投汽车工业集团供应商大会已在南宁召开,旨在推动哪吒汽车南宁工厂恢复生产和经营,保障哪吒AYA、X出口车型业务的持续进行。据悉,参加此次供应商大会的企业包括南宁产投集团及旗下汽车工业集团、柳州五菱汽车工业公司,以及合肥国轩高科动力能源、湖南中车时代电驱科技、广西双英集团等数十家供应链公司。

The Supplier Conference of Nanning Production and Investment Automobile Industry Group has been held in Nanning, aiming to promote the resumption of production and operation of Nezha Automobile Nanning Factory, and ensure the continuous operation of Nezha AYA and X export vehicle business. It is reported that the companies participating in this supplier conference include Nanning Production and Investment Group and its subsidiary Automotive Industry Group, Liuzhou Wuling Automotive Industry Company, as well as dozens of supply chain companies such as Hefei Guoxuan High tech Power Energy, Hunan CRRC Times Electric Drive Technology, and Guangxi Shuangying Group.

 

(来源:财联社 Cailianpress

(Source: Cailianpress)

 

 

欧盟:中欧电动车关税将达成解决方案!

EU: EU China electric vehicle tariffs will reach a solution!

 

11月23日,欧洲议会贸易委员会主席Bernd Lange向一家德国广播公司表示,布鲁塞尔和北京即将就中国电动汽车进口关税问题达成解决方案。这是欧盟关税制裁后,数月来双方最有积极意义的消息。

他表示,“我们接近达成协议,中国可以承诺以最低价格在欧盟提供电动汽车,”Bernd Lange告诉媒体,但没有更进一步详细说明。

On November 23rd, Bernd Lange, Chairman of the European Parliament's Trade Committee, told a German broadcasting company that Brussels and Beijing are about to reach a solution to the import tariffs on Chinese electric vehicles. This is the most positive news for both sides in months following the EU tariff sanctions.

He said, 'We are close to reaching an agreement where China can promise to provide electric vehicles at the lowest price in the EU,' Bernd Lange told the media, but did not provide further details.

 

(来源:季风汽后 Ji Feng Qi Hou

(Source: Ji Feng Qi Hou)

 

 

美国福特裁员! .

Ford to lay off employees

 

11月20日,美国福特汽车宣布,因经营效益低迷和电动车需求减弱,公司计划在2027年底前裁员4000人。此次裁员将主要集中在欧洲市场,特别是德国和英国,预计影响欧洲员工总数的14%。

On November 20th, Ford Motor Company announced that it plans to lay off 4000 employees by the end of 2027 due to poor business performance and weakened demand for electric vehicles. This layoff will mainly focus on the European market, especially Germany and the UK, and is expected to affect 14% of the total number of European employees.

 

(来源:电动内参 EVCar confidential reference

(Source: EVCar Confidential Reference)

 

 

IG Metall12月起可能对大众汽车进行警告罢工

IG Metall may issue a warning and strike on Volkswagen starting from December

 

大众汽车存在面临罢工行动的风险。经过三轮谈判,集体劳资协议的谈判纠纷仍没有解决的迹象。谈判代表Thorsten Gröger在沃尔夫斯堡总部进行了五个小时的谈判后表示,IG

Metall目前正在为12月开始的警告性罢工做准备。

双方均表示集体谈判并未失败,他们计划于12月9日继续。Gröger表示,立场之间的差异“仍然巨大”。工厂关闭和大规模裁员对于工会而言仍然是不可接受的。因此,工会需要加大对大众汽车的压力。

Volkswagen faces the risk of strike action. After three rounds of negotiations, there is still no sign of resolving the dispute over the collective labor agreement. Negotiator Thorsten Gr ö ger said after five hours of negotiations at the Wolfsburg headquarters, IG

Metall is currently preparing for a warning strike starting in December.

Both sides have stated that collective bargaining has not failed and they plan to continue on December 9th. Gr ö ger stated that the differences between positions are still significant. Factory closures and large-scale layoffs are still unacceptable for unions. Therefore, the union needs to increase pressure on Volkswagen.

 

(来源:欧洲并购与投资 Industrie Consult International euro Merger

(Source: Industrie Consult International European Merger)

 

 

捷豹发布全新品牌LOGO

Jaguar releases new brand logo

 

近期,捷豹正式发布了全新品牌LOGO,新设计包含三个款式,分别是新的“美洲豹跳跃动作”、新的“品牌字体”以及新的“j、r字母结合”徽章。而且整体的品牌的定位会更高,不再满足于自己豪华品牌定位。据消息称,品牌焕新后的首款车型将会在12月3日(北京时间早晨9点)正式发布。

Recently, Jaguar officially released a new brand logo, which includes three styles: the new "Jaguar Jumping Action", the new "Brand Font", and the new "J, R Letter Combination" badge. And the overall brand positioning will be higher, no longer satisfied with its own luxury brand positioning. According to reports, the first model of the brand after its renovation will be officially released on December 3rd (9am Beijing time).

 

(来源:太平洋汽车Pacific Auto)

(Source: Pacific Auto)

 

 

奔驰净利润暴跌53.8%

Mercedes Benz's net profit plummeted by 53.8%

 

近日,德国《商报》(Handelsblatt)援引梅赛德斯-奔驰发言人的表述,透露了该品牌计划在接下来的几年内,每年实施高达数十亿欧元的成本削减措施。

从梅赛德斯-奔驰最新发布的2024年第三季度财报来看,公司业绩遭遇了不小的挑战。该季度,公司营收达到345.28亿欧元,但与去年同期相比下降了6.7%;净利润更是显著下滑53.8%,仅为17.19亿欧元。

Recently, the German newspaper Handelsblatt quoted a Mercedes Benz spokesperson as saying that the brand plans to implement cost cutting measures worth billions of euros annually in the coming years.

According to Mercedes Benz's latest Q3 2024 financial report, the company's performance has encountered significant challenges. In this quarter, the company's revenue reached 34.528 billion euros, but decreased by 6.7% compared to the same period last year; The net profit significantly decreased by 53.8% to only 1.719 billion euros.

 

(来源:快科技 Quick Technology

(Source: Quick Technology)

 

 

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