2024第52周 行业简讯 Week52 News

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广汽本田新能源工厂正式投产

GAC Honda New Energy Factory officially put into operation

 

12月23日,广汽本田开发区新能源工厂正式投产,标志着企业步入电动化和智能化新的发展阶段。

On December 23rd, the new energy factory of GAC Honda Development Zone was officially put into operation, marking the company's entry into a new stage of development in electrification and intelligence.

 

(来源:广汽本田官微)

(Edit: GAC Honda WeChat)

 

 

一汽解放收购一汽非投55%股权

FAW Jiefang acquires 55% equity of FAW Africa Investment

 

近日,一汽解放集团股份有限公司发布公告,宣布为实现海外战略规划、加速海外市场布局、促进主业发展及提升盈利能力,公司拟斥资32,794.88万元现金收购一汽非洲投资有限公司(一汽非投)55%的股权,使其成为控股子公司。

Recently, FAW Jiefang Group Co., Ltd. announced that in order to achieve overseas strategic planning, accelerate overseas market layout, promote the development of its main business, and enhance profitability, the company plans to spend 327.9488 million yuan in cash to acquire 55% of the equity of FAW Africa Investment Co., Ltd. (FAW Africa Investment), making it a holding subsidiary.

 

(来源:卡车之家)

(Edit: Truck Home)

 

 

智己完成94亿元B轮融资

IM Motors has completed a Series B financing of 9.4 billion yuan

 

12月25日,智己汽车宣布顺利完成B1轮股权融资,整体B轮融资共募集资金94亿元。本轮融资由国有投资机构和市场化投资机构继续加持,充分体现了资本市场对智己长期发展潜力和广阔前景的坚定看好。此次募集的资金将用于数字智能底盘、线控转向、智能驾驶等核心技术的研发投入并加快新产品的推出。

On December 25th, IM Motors announced the successful completion of its B1 round of equity financing, raising a total of 9.4 billion yuan in the overall B-round financing. This round of financing is further supported by state-owned investment institutions and market-oriented investment institutions, fully reflecting the firm optimism of the capital market towards the long-term development potential and broad prospects of IM Motors. The funds raised this time will be used for research and development investment in core technologies such as digital intelligent chassis, wire controlled steering, and intelligent driving, and to accelerate the launch of new products.

 

(来源:IM智己汽车)

(Edit: IM Motors)

 

 

一汽大连港波斯湾班轮航线首航

First voyage of FAW Dalian Port Persian Gulf liner route

 

近日,一汽大连港波斯湾班轮航线首航仪式在大连汽车码头举行。一汽进出口公司副总经理杨小翠、国际订单交付中心总经理张广富,辽宁港口股份总经理魏明晖、辽港集团总经理助理台金刚,中远海运特运副总经理张驰、远海汽车船副董事长刘云武等单位嘉宾参加首航仪式,共同见证航线开通。

Recently, the inaugural ceremony of the Persian Gulf liner route of FAW Dalian Port was held at Dalian Automobile Terminal. Yang Xiaocui, Deputy General Manager of FAW Import and Export Corporation, Zhang Guangfu, General Manager of International Order Delivery Center, Wei Minghui, General Manager of Liaoning Port Co., Ltd., Tai Jingang, Assistant General Manager of Liaoning Port Group, Zhang Chi, Deputy General Manager of COSCO SHIPPING Special Operations, Liu Yunwu, Vice Chairman of Far Eastern Motor Ship, and other units attended the inaugural ceremony and witnessed the opening of the route together.

 

(来源:一汽进出口官微)

(Edit: FAW Import and Export WeChat)

 

 

本田在华第二家EV专用工厂投产

Honda's second EV factory in China is put into operation

 

近日,本田公司宣布,在中国广东省新建的纯电动汽车(EV)专用工厂已经投产。这成为该公司在华第二家EV专用工厂,年产能为12万辆。本田在中国市场持续陷入苦战,欲扩充EV商品力图扳回局面。该工厂由本田在华合资企业之一的 “广汽本田汽车” 运营。投资额约为35亿元人民币。该工厂生产近期将在当地上市的全新EV品牌 “烨” 系列等车型。

Recently, Honda announced that its newly built pure electric vehicle (EV) dedicated factory in Guangdong Province, China has been put into operation. This becomes the company's second EV dedicated factory in China, with an annual production capacity of 120000 vehicles. Honda continues to struggle in the Chinese market, aiming to expand its EV products in an effort to turn the tide. The factory is operated by Guangqi Honda Automobile, one of Honda's joint ventures in China. The investment amount is approximately 3.5 billion RMB. The factory produces new EV brands such as the "Ye" series that will soon be launched locally.

 

(来源:客觀日本)

(Edit: Objective Japan)

 

 

丰田将在中国建立雷克萨斯电动汽车工厂

Toyota will establish Lexus EV factory in China

 

据外媒报道,日本汽车制造商丰田汽车计划在上海建造一家电动汽车工厂。据悉,该工厂将主要生产其豪华品牌雷克萨斯(Lexus)的电动车型。

日经新闻援引消息人士的话称,丰田汽车上海新工厂计划在2027年前后开始投产。不同于以往的合资模式,这家新工厂将独立运营。

日本广播协会(NHK)表示,丰田汽车希望其在华新工厂的建设能帮助该公司提高在中国市场的销量。

同时,丰田汽车希望能够获得与特斯拉在中国所享有的类似待遇,包括税收减免、土地授予以及(不需要通过合资伙伴)直接拥有和控制中国工厂的政策支持。

针对上述报道,丰田汽车拒绝置评。

According to foreign media reports, Japanese automaker Toyota plans to build an electric vehicle factory in Shanghai. It is reported that the factory will mainly produce electric models for its luxury brand Lexus.

According to Edits cited by Nikkei News, Toyota's new factory in Shanghai plans to start production around 2027. Unlike previous joint venture models, this new factory will operate independently.

The Japan Broadcasting Corporation (NHK) stated that Toyota hopes that the construction of its new factory in China will help the company increase sales in the Chinese market.

At the same time, Toyota hopes to receive similar treatment as Tesla in China, including tax exemptions, land grants, and policy support for directly owning and controlling Chinese factories (without the need for joint venture partners).

Toyota declined to comment on the above report.

 

(来源:盖世汽车)

(Edit: Auto Gasgoo)

 

 

北汽新能源获81.5亿增资

BAIC New Energy receives a capital increase of 8.15 billion yuan

 

12 月 24日消息,北汽蓝谷宣布其子公司北汽新能源成功引入11家战略投资者,并签署增资协议,合计获得增资81.5亿元人民币。本轮增资完成后,北汽蓝谷继续作为北汽新能源的控股股东。增资款项将主要用于偿还银行贷款形成的债务及支持公司业务范围内的正常运营、管理、投资等费用与支出,旨在提升公司竞争力和优化资本结构。

On December 24th, BAIC Blue Valley announced that its subsidiary BAIC New Energy has successfully introduced 11 strategic investors and signed a capital increase agreement, receiving a total capital increase of RMB 8.15 billion. After the completion of this round of capital increase, BAIC Blue Valley will continue to serve as the controlling shareholder of BAIC New Energy. The capital increase funds will mainly be used to repay the debts formed by bank loans and support the normal operation, management, investment and other expenses within the company's business scope, aiming to enhance the company's competitiveness and optimize its capital structure.

 

(来源:第一电动)

(Edit: diev.com)

 

 

引望独立,长安、北汽、奇瑞、江淮讨论增资

Huawei sets up new smart car company YinWang

 

2025 年 1 月 1 日,华为引望将正式独立运营,华为车 BU 也将并入引望,明年开始盈利,规模将达到数千人,而且原华为车 BU 的员工也将正式转入引望。

同时,长安汽车有可能寻求继续增资以获得一个董事会席位。而且北汽、江淮、奇瑞也在观望入局。

On January 1, 2025, Huawei Yinwang will officially operate independently, and Huawei Car BU will also be merged into Yinwang. It will start to make profits next year, with a scale of thousands of people, and the employees of the original Huawei Car BU will also officially transfer to Yinwang.

Meanwhile, Changan Automobile may seek further capital increase to obtain a board seat. Moreover, BAIC, Jianghuai, and Chery are also observing the situation.

 

(来源:第一电动)

(Edit: diev.com)

 

 

林肯将被并入到福特中国

Lincoln will be incorporated into Ford China

 

12月27日,据多家媒体报道,针对“林肯将被并入到福特中国”传闻,林肯中国今日回应表示,明年(2025年)起林肯财务结算体系并入福特中国,简化整合内部复杂的财务体系,以实现更高效的内部运营。“林肯中国各项业务保持不变,将继续作为福特集团全资的外资独资企业,在中国市场独立运营。

In response to this news, Lincoln China responded that starting from 2025, Lincoln's financial settlement system will be incorporated into Ford China to simplify and integrate the complex internal financial system and achieve more efficient internal operations. "All of Lincoln China's businesses will remain unchanged and will continue to operate independently in the Chinese market as a wholly foreign-owned enterprise of the Ford Group."

 

(来源:汽车资讯报告)

(Edit: Automotive Information Report)

 

 

蔚来再获“输血”

NIO receives another 'blood transfusion'

 

12月26日,据工商信息显示,蔚来控股有限公司发生工商变更,注册资本由约74.29亿人民币增至约78.57亿人民币。此次增资规模超过4亿元人民币,这已是蔚来集团年内第三次增资。

On December 26th, according to industrial and commercial information, NIO Holdings Limited underwent industrial and commercial changes, with its registered capital increasing from approximately RMB 7.429 billion to approximately RMB 7.857 billion. The scale of this capital increase exceeds 400 million yuan, which is the third capital increase of NIO Group this year.

 

(来源:电动知家)

(Edit: EV Home)

 

 

小米汽车正式亮相一周年:交付量破13万 提前完成全年目标

Xiaomi Auto had sold 130000 EV Cars

 

12月28日,小米汽车宣布,截至目前,小米SU7全年交付量已超过13万辆,已提前完成全年所有目标。对此,小米汽车表示,今天是小米汽车正式亮相1周年,这一年,小米汽车顺利完成所有全年目标,也收获了超预期的成绩和口碑。

On December 28, Xiaomi Auto announced that as of now, the annual delivery volume of Xiaomi SU7 has exceeded 130,000 units, and all the annual targets have been completed ahead of schedule. In response to this, Xiaomi Auto stated that today marks the first anniversary of Xiaomi Auto's official debut. During this year, Xiaomi Auto has successfully completed all the annual targets and also achieved better-than-expected results and a good reputation.

 

(来源:汽车资讯报告)

(Edit: Automotive Information Report)

 

 

李想息声9个月后放大招:理想是一家人工智能企业!

Li Auto is an artificial intelligence enterprise

 

在12月25日晚举行的2024理想AI Talk第一期活动上,理想汽车CEO李想语出惊人,放出大招!意味着理想将再次战略升级。李想表示,理想汽车要转型为人工智能企业。这还是很令人吃惊的,妥妥的一个造车新势力,怎么突然就要成为一家人工智能企业了?李想有自己的认知,他认为智能化将是汽车圈的下半场,AI对于理想意味着未来的全部。

At the first session of the 2024 Ideal AI Talk event held on the evening of December 25th, Li Xiang, CEO of Li Auto, made a stunning statement and released a big move! This means that the Li Auto will undergo another strategic upgrade. Li Xiang stated that Li Auto needs to transform into an artificial intelligence enterprise. This is still quite surprising. How could a well-established new force in car manufacturing suddenly become an artificial intelligence enterprise? Li Xiang has his own understanding, he believes that intelligence will be the second half of the automotive industry, and AI means the entirety of the future for ideals.

 

(来源:季风汽后)

(Edit: Ji Feng Qi Hou)

 

 

比亚迪进军“具身智能”

BYD enters the field of 'embodied intelligence'

 

12 月 27 日,据“每人 Auto”26 日援引独立信源消息称,比亚迪第十五事业部成立了一个专门的团队研发具身智能,事业部最高负责人罗忠良直接主管该项目。

知情人士透露,第十五事业部今年上半年进行了组织架构调整,事业部旗下科技研究院拆分出一部分员工成立人工智能实验室,后更名未来实验室,定位做具身智能,包含机器人,目前正在大规模招揽相关人才。两名通过面试的人员透露,目前实验室初期的目标是工业机器人落地,主要形式为 AGV(类轮式移动机器人),其余具身形态还在预研阶段。

On December 27th, according to independent Edits cited by "Everyone Auto" on December 26th, BYD's 15th business unit has established a dedicated team to develop embodied intelligence, with the highest head of the business unit, Luo Zhongliang, directly in charge of the project.

According to informed Edits, the 15th Division underwent organizational restructuring in the first half of this year. The Science and Technology Research Institute under the division split a portion of its employees to establish an Artificial Intelligence Laboratory, which was later renamed the Future Laboratory. Its positioning is to develop embodied intelligence, including robots, and it is currently recruiting relevant talents on a large scale. Two interviewees revealed that the initial goal of the laboratory is to land industrial robots, mainly in the form of AGVs (wheeled mobile robots), while other body forms are still in the pre research stage.

 

(来源:电动知家)

(Edit: EV Home)

 

 

小米第三款车实车曝光

Xiaomi's third car is coming

 

12月26日,网络上流传出一张疑似小米汽车第三款车型的谍照。谍照显示,一辆比小米YU7更大的SUV停在YU7旁边,其车身结构和外观设计风格与小米此前推出的SU7和YU7截然不同,更加接近传统燃油SUV的方正轮廓。消息人士指出该车的内部代号为“昆仑”,新车定位是长度超5米的6座增程式SUV,预计2026年正式上市。

On December 26th, a photo of what appeared to be the third model of Xiaomi Motors was circulated online. The photos show that an SUV larger than Xiaomi YU7 is parked next to YU7, with a body structure and exterior design style that is completely different from Xiaomi's previously launched SU7 and YU7, closer to the square outline of traditional fuel SUVs. Edits pointed out that the internal code name of the car is "Kunlun", and the new car is positioned as a 6-seater extended range SUV with a length of over 5 meters. It is expected to be officially launched in 2026.

 

(来源:电动知家)

(Edit: EV Home)

 

 

哪吒汽车海外工厂被曝裁员

Hozon Auto Overseas Factory Exposed to Layoffs

 

近期,哪吒汽车(泰国)有限公司的合作伙伴Bangchan General Assembly(BGAC)在面对电动汽车销量下降和成本激增的双重压力下,宣布将裁员400人。被裁掉的400名员工包括哪吒汽车(泰国)和BGAC在曼谷民武里区工厂工作的员工。这一裁员决定无疑对公司的员工和当地社区产生了重大影响。面对上述决定,哪吒(泰国)表示,裁员和业务重组是公司为了应对当前市场环境和财务困境所做出的必要决定。公司希望通过这些措施,能够优化运营结构,降低成本,提高竞争力,从而在未来实现可持续发展。

Recently, Bangchan General Assembly (BGAC), a partner of hozon auto (Thailand) Co., Ltd., announced that it will lay off 400 employees in the face of the dual pressure of declining electric vehicle sales and rising costs. The 400 employees who were laid off include those working at hozon auto (Thailand) and BGAC's factory in Minburi District, Bangkok. This layoff decision undoubtedly has a significant impact on the company's employees and the local community. Faced with the above decision, hozon auto (Thailand) stated that layoffs and business restructuring are necessary decisions made by the company to cope with the current market environment and financial difficulties. The company hopes to optimize its operational structure, reduce costs, enhance competitiveness, and achieve sustainable development in the future through these measures.

 

(来源:汽车产业前线观察)

(Edit: Frontline Observation of the Automotive Industry)

 

 

国家发改委“低空司”挂牌成立

The National Development and Reform Commission's "Low Altitude Department" has been officially established

 

12月27日,记者从国家发展改革委网站获悉,发改委“机构设置”—“机关司局”中正式设立了“低空司”。官方介绍显示,低空司全称为“低空经济发展司”,负责拟订并组织实施低空经济发展战略、中长期发展规划,提出有关政策建议,协调有关重大问题等。

On December 27th, the reporter learned from the website of the National Development and Reform Commission that the "Low altitude Department" has been officially established in the "Institutional Setting" of the National Development and Reform Commission. The official introduction shows that the full name of the Low Altitude Economic Development Department is "Low Altitude Economic Development Department", responsible for formulating and organizing the implementation of low altitude economic development strategies, medium - and long-term development plans, proposing relevant policy recommendations, coordinating major issues, etc.

 

(来源:中国汽车报网)

(Edit: China Automotive News)

 

 

英国政府考虑调整政策

The UK government is considering adjusting its policies about automotive industry

 

近日,英国政府启动了一项备受瞩目的咨询,计划重新审视强制汽车制造商提高电动车产量的规定。这一举措源于汽车行业的警告: 现行计划不仅可能让工厂关门大吉,还可能让不少人丢掉饭碗。

Recently, the UK government launched a highly anticipated consultation, planning to re-examine regulations that mandate car manufacturers to increase their production of electric vehicles. This measure stems from a warning from the automotive industry that the current plan may not only shut down factories, but also cause many people to lose their jobs.

 

(来源:全球汽贸网)

(Edit: Global Auto Trade Network)

 

 

丰田将投资至少16亿美元改造泰国工厂

Toyota will invest at least $1.6 billion to renovate its Thailand factory

 

据外媒报道,日前,丰田汽车董事长丰田章男与泰国总理Paetongtarn Shinawatra在泰国政府大楼会晤后,丰田章男已承诺,丰田汽车将继续把泰国作为其在东南亚的重要生产基地,并将在泰国投资550亿泰铢(约合16亿美元),以扩大混合动力汽车的生产。

泰国工业部长Akanat Promphan表示,这项投资将用于改造泰国工厂,以使该工厂支持生产内燃机和用于混合动力汽车的电动机。丰田章男表示,这项投资还将为泰国带来就业岗位、技术和人力资源。

According to foreign media reports, Toyota Chairman Akio Toyoda has promised to continue using Thailand as an important production base in Southeast Asia and invest 55 billion Thai baht (approximately 1.6 billion US dollars) in Thailand to expand the production of hybrid vehicles, following a meeting with Thai Prime Minister Paetongarn Shinawatra at the Thailand government building.

Thailand Industry Minister Akanat Promphan stated that this investment will be used to renovate a Thai factory to support the production of internal combustion engines and electric motors for hybrid vehicles. Akio Toyoda stated that this investment will also bring employment opportunities, technology, and human reEdits to Thailand.

 

(来源:盖世汽车)

(Edit: Auto Gasgoo)

 

 

韩国不太可能对中国产电动汽车征收关税

South Korea unlikely to impose tariffs on Chinese made electric vehicles

 

韩国贸易、工业和能源部正在考虑对中国产电动汽车征收进口关税的方案,并表示已制定一份详细的指导方针。但专家和汽车业内人士表示,由于韩国外贸依存度较高,以及担心中国可能会采取贸易反制措施,该方案很难成为现实。

The South Korean Ministry of Trade, Industry and Energy is considering a plan to impose import tariffs on Chinese made electric vehicles and has stated that a detailed guideline has been developed. But experts and industry insiders say that due to South Korea's high dependence on foreign trade and concerns that China may take trade countermeasures, this plan is unlikely to become a reality.

 

(来源:盖世汽车)

(Edit: Auto Gasgoo)

 

2025年全球轻型汽车销量或增加,产量或下降

Global light vehicle sales may increase or production may decrease by 2025

 

标普全球移动出行估计,2025年,全球轻型汽车(包括乘用车、运动型多用途车和皮卡)销量将同比增长1.7%,达到8,960万辆,部分原因是供应链稳定性持续提升;不过,全球轻型汽车产量或将同比下降0.4%至8,870万辆。

S&P Global Mobility estimates that by 2025, global sales of light vehicles (including passenger cars, sport utility vehicles, and pickups) will increase by 1.7% year-on-year, reaching 89.6 million units, partly due to continued improvement in supply chain stability; However, global light vehicle production may decrease by 0.4% year-on-year to 88.7 million units.

 

(来源:盖世汽车)

(Edit: Auto Gasgoo)

 

 

 

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强力型焊钳/ Power Gun

强力型焊钳/ Power Gun

紧凑型自动焊钳/ Compact Gun

紧凑型自动焊钳/ Compact Gun