2025第1周 行业简讯 Week1 News

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长安将举行欧洲品牌发布会

Changan Auto will hold a European brand conference

 

近日,长安汽车董事长朱华荣在2025长安汽车全球伙伴大会上宣布,公司将于明年正式登陆欧洲市场,并召开品牌发布会。朱华荣指出,长安汽车明年将在海外市场实施五项重大举措:一是东南亚罗勇工厂投产,标志着长安全球化策略正式进入2.0阶段;二是召开欧洲品牌发布会,正式登陆欧洲市场;三是独联体区域KD项目正式投产;四是中南美完成巴西子公司设立;五是中东非完成CHANGAN、DEEPAL、AVATR三大品牌全面导入。

Recently, Zhu Huarong, chairman of Changan Automobile, announced at the 2025 Changan Automobile Global Partner Conference that the company will officially land in the European market next year and hold a brand conference. Zhu Huarong pointed out that Changan Automobile will implement five major initiatives in overseas markets next year: First, the Southeast Asian Rayong plant will be put into production, marking the official entry of Changan's globalization strategy into the 2.0 stage; The second is to hold a European brand press conference to officially land in the European market; The third is the CIS region KD project officially put into operation; Fourth, Central and South America completed the establishment of the Brazilian subsidiary; Fifth, complete the comprehensive introduction of CHANGAN, DEEPAL and AVATR brands in Central and East Africa.

 

(来源:观点网)

(Editor: Dian.com)

 

 

上汽通用五菱第80万辆新能源下线

Saic-GM-Wulings 800,000th EV Car outoff production line

 

近日,上汽通用五菱在全球首创精益智造岛式工厂迎来“一二五”工程新的历史时刻,2024年第80万辆新能源汽车“宝骏享境”正式下线,赛克科技产值、昊菱科技营收双双超越百亿!这些重大成果的落地开启了广西打造国际新能源汽车产业高地的新篇章,同时也是上汽通用五菱高质量发展助力“因地制宜发展新质生产力”的最生动实践。

Recently, SAIC-GM-Wuling ushered in a new historical moment of the "125-Five" project in the world's first Jingyi island-building factory, and the 800,000th EV Car "Baojun Enjoy" officially came off the line in 2024. The output value of Seck technology and the revenue of Haoling technology both exceeded 10 billion! The landing of these major achievements has opened a new chapter for Guangxi to build an international new energy automobile industry highland, and is also the most vivid practice of SAIC-GM-Wuling's high-quality development to help "develop new quality productivity according to local conditions".

 

(来源:SGMW上汽通用五菱官微)

(Editor: SGMW Wechat)

 

 

上汽与埃及曼苏尔签署战略合作技术协议

Saic signed a strategic cooperation technology agreement with Mansour of Egypt

 

近日,在埃及总理穆斯塔法·马德布利的见证下,上汽国际党委书记、副总经理赵爱民代表上汽集团与埃及曼苏尔集团在新行政首都内阁总部签署了战略合作技术协议,正式开启MG品牌在埃及本地生产组装的项目。这不仅是上汽集团践行“一带一路”倡议,加强与沿线国家产业合作的生动实践,也是上汽集团秉持开放合作、互利共赢的理念,积极拓展全球市场布局的重要举措。

Recently, witnessed by Egyptian Prime Minister Mustafa Madbuli, SAIC International Party Secretary and deputy General manager Zhao Aimin signed a strategic cooperation technology agreement with Egyptian Mansour Group on behalf of SAIC at the Cabinet headquarters of the new administrative capital, officially opening the MG brand local production and assembly project in Egypt. This is not only a vivid practice for SAIC to implement the Belt and Road Initiative and strengthen industrial cooperation with countries along the routes, but also an important measure for SAIC to actively expand its global market layout in accordance with the concept of openness, cooperation, mutual benefit and win-win.

 

(来源:上汽集团官微)

(Editor: SAIC Wechat)

 

 

一汽大众全年销量165.9万

FAW-Volkswagen had sold 1.659 million cars in 2024

 

近日,一汽大众发布2024年终端销售数据,累计完成终端销售整车1659107辆(含奥迪进口车),位列国内合资车企冠军。其中,大众品牌全年交付整车928018辆,燃油车市场份额逆势增长,稳居燃油车市场TOP2。速腾、高尔夫、ID.4 CROZZ均位居细分市场第一。

Recently, FAW-Volkswagen released the terminal sales data in 2024, and completed the terminal sales of 1,659,107 vehicles (including Audi imported cars), ranking the champion of domestic joint venture car enterprises. Among them, Volkswagen brand delivered 928,018 vehicles in the year, and its market share of fuel vehicles increased against the trend, ranking TOP2 in the fuel vehicle market. Sagitar, Golf and ID.4 CROZZ all ranked first in the market segment.

 

(来源:太平洋汽车)

(Credit: Pacific Motors)

 

 

吉利全年销量217万

Geely had sold 2.17 million cars in 2024

 

吉利汽车控股有限公司公布2024年12月及全年销量数据:12月乘用车销量210055辆,同比增长超43%,连续四个月销量突破20万辆;2024全年总销量达2176567辆,同比增长超32%,超额完成全年销量200万目标,创年销量历史新高。

Geely Auto Holdings Co., Ltd. announced the sales data for December 2024 and the whole year: The sales volume of passenger cars in December was 210,055, an increase of over 43% over the same period last year, and the sales volume exceeded 200,000 for four consecutive months; The total annual sales in 2024 reached 2,176,567 units, an increase of more than 32%, exceeding the annual sales target of 2 million, and setting a new record annual sales.

 

(来源:吉利汽车集团官微)

(Editor: Geely Auto Wechat)

 

 

 

中国客车斩获非洲首批纯电客车散件大单

Golden Dragon Bus won Africa's first batch of pure electric bus parts large orders

 

近日,厦门金龙旅行车有限公司(简称金旅客车)埃塞俄比亚纯电动车型KD(散件组装)项目批量投产并陆续交车。该项目是中国客车企业在东非国家建立的首个新能源KD项目,打造中国和埃塞俄比亚产能合作新典范,为金砖国家合作和共建一带一路增添新亮点。

Recently, Xiamen Golden Dragon Wagon Co., LTD. (referred to as Golden Passenger Car) Ethiopia pure electric model KD (spare parts assembly) project was put into production and delivered one after another. The project is the first new energy KD project established by a Chinese bus company in the East African country, creating a new model of production capacity cooperation between China and Ethiopia and adding new highlights to BRICS cooperation and the joint construction of the Belt and Road.

 

(来源:方得网)

(Editor: Find.com)

 

 

解放第三座超级工厂投产

The third Super Factory of FAW Jiefang

 

12月5日,一汽解放6DV超级工厂在辽宁大连正式投产,并发布了首款氢气发动机。这一投产与发布,不仅标志着一汽解放动力总成核心竞争力实现重大飞跃,更彰显出其从传统动力向新能源领域转型的决心与深化,犹如大象转身,稳健而有力。

On December 5, FAW Jiefang 6DV Super factory was officially put into operation in Dalian, Liaoning province, and released its first hydrogen engine. This production and release not only marks a major leap in the core competitiveness of FAW Jiefang powertrain, but also highlights its determination and deepening of transformation from traditional power to new energy field, like an elephant turning around, steady and powerful.

 

(来源:方得网)

(Editor: Find.com)

 

 

重卡新势力速豹完成数亿元融资!

Heavy truck brand speed leopard completed hundreds of millions of yuan of financing!

 

近日,速豹完成新一轮融资,总金额达数亿元人民币,本轮融资由榆煤基金及榆阳区联合投资。本轮融资将主要用于加快技术研发、加强国内市场的交付能力以及加速推进全球化业务布局。速豹投融资负责人表示:“我们将扎实做好国内交付工作,深化速豹技术解锁的全新市场业务布局,同时坚定实施‘赋能者’战略,以领先的新能源技术为全球重卡行业提供更加智能、高效、环保的解决方案。”

此前,速豹在欧洲发布的“赋能者”全球化战略以及全新打造的欧洲本土化车型系列已获得国际市场的高度关注,这也为其全球业务的稳步推进奠定了基础。此次融资的完成,进一步为速豹在国内市场的深耕与国际化战略的实施提供了重要支持,也为其实现更高水平的技术创新和商业价值注入了强劲动力。 

Recently, the fast leopard completed a new round of financing, the total amount of hundreds of millions of yuan, this round of financing by the Yu coal fund and Yuyang District joint investment. This round of financing will be mainly used to accelerate technology research and development, strengthen the delivery capacity in the domestic market and accelerate the global business layout. The head of Fast Leopard investment and financing said: "We will do a solid job in domestic delivery, deepen the new market business layout unlocked by Fast Leopard technology, and firmly implement the 'enabler' strategy to provide more intelligent, efficient and environmentally friendly solutions for the global heavy truck industry with leading new energy technology."

Previously, the "Enabler" globalization strategy released by Fast Leopard in Europe and the newly created European localization model series have received high attention from the international market, which has also laid the foundation for the steady advancement of its global business. The completion of the financing has further provided important support for the deep cultivation of Fast Leopard in the domestic market and the implementation of the internationalization strategy, and has also injected strong impetus for its realization of a higher level of technological innovation and commercial value.

 

(来源:方得网)

(Editor: Find.com)

 

 

 

吉利2025年的整体战略

Geely's overall strategy for 2025

 

1月5日,吉利控股集团在哈尔滨举办了《台州宣言》解析会,吉利控股集团CEO李东辉,吉利控股集团总裁、极氪智能科技CEO安聪慧和吉利汽车集团CEO淦家阅将吉利控股集团、旗下吉利汽车集团、极氪科技集团2025年、2027年甚至2030年的战略目标、核心举措一股脑全亮了出来。比如:吉利控股集团,2027年年销量要达500万辆;吉利控股乘用车业务2025年销量要达到271万辆,新能源150万辆;极氪科技集团(极氪+领克)2025年目标71万辆;吉利汽车集团2025年目标200万辆,银河要破百万……

On January 5, Geely Holding Group held an analysis meeting of Taizhou Declaration in Harbin. Li Donghui, CEO of Geely Holding Group, An Conghui, president of Geely Holding Group and CEO of Gekrypton Intelligent Technology, and Gan Jiayue, CEO of Geely Auto Group, revealed the strategic goals and core initiatives of Geely Holding Group, its subsidiary Geely Auto Group and Gekrypton Technology Group in 2025, 2027 and even 2030. For example: Geely Holding Group, 2027 annual sales of 5 million vehicles; The sales volume of Geely's passenger car business in 2025 will reach 2.71 million units and 1.5 million units of new energy; Polar Krypton Technology Group (Polar Krypton + Lynk & Co) to target 710,000 units in 2025; Geely Auto Group targets 2 million vehicles in 2025, and the Galaxy will break one million...

 

(来源:电动汽车观察家)

(Editor: Electric Vehicle Observer)

 

 

哪吒复工

Hozon auto is resuming production

 

停摆了一个多月的哪吒汽车桐乡工厂将于1月4日全面复工,目前相关生产人员已接到通知。据悉,桐乡工厂主要生产哪吒L和哪吒S猎装版,复工复产后将主要保障该两大车型的国内供应,南宁工厂主要生产哪吒X以及供应国际市场的车型。而对于因工厂停工未能交付的车型以及维修配件,将陆续恢复交付和发送配件。

Hozon auto Tongxiang factory, which has been suspended for more than a month, will fully resume work on January 4, and relevant production personnel have been notified. It is reported that the Tongxiang factory mainly produces Nezha L and Nezha S, and will mainly guarantee the domestic supply of the two models after the resumption of production, while the Nanning factory mainly produces Nezha X and models for the international market. For the models and maintenance parts that failed to be delivered due to the factory shutdown, the delivery and delivery of spare parts will be resumed one after another.

 

(来源:电动知家)

(Editor: EV Home)

 

 

特斯拉上海工厂年出货量首次下降

Tesla Shanghai factory annual shipments fell

 

中国乘联会发布的初步数据显示,特斯拉上海工厂在2024年交付了916,660辆电动汽车,同比下降3%,这也是该工厂自2020年开始大规模生产以来首次出现年出货量下降的情况。尽管特斯拉推出了一系列年终激励措施,但2024年12月份,特斯拉上海工厂的出货量仍与去年同期持平。

According to preliminary data released by the China Passenger Federation, Tesla's Shanghai factory delivered 916,660 electric vehicles in 2024, down 3% year-on-year and the first annual shipment decline since the factory began mass production in 2020. Despite a series of year-end incentives, shipments at Tesla's Shanghai plant remained flat in December 2024 compared with the same period last year.

 

(来源:盖世汽车)

(Editor: Auto Gasgoo)

 

 

奇瑞汽车加码开封

Chery auto focus on Kaifeng HeNan

 

1月5日,河南省第十五期“三个一批”项目建设活动举行,奇瑞河南有关负责人在发言中表示,本次开工的“奇瑞汽车乘用车技改项目”,总投资30亿元,占地约500亩。该项目主要升级打造超级工厂,包括高速机械冲压产线和自动化焊装、涂装、总装产线,以及数据中心、私有云等信息化系统。项目建成后,奇瑞汽车开封生产基地整车制造和散装出口总产量将突破60万辆,产值将突破600亿元。

On January 5, Henan Province, the 15th phase of the "three batch" project construction activities were held, Chery Henan responsible person said in a speech, the start of the "Chery automobile passenger car technical transformation project", a total investment of 3 billion yuan, covers an area of about 500 acres. The project mainly upgrades to create a super factory, including high-speed mechanical stamping production line and automatic welding, painting, final assembly production line, as well as data centers, private cloud and other information systems. After the completion of the project, the total output of vehicle manufacturing and bulk export of Chery Automobile Kaifeng production base will exceed 600,000 units, and the output value will exceed 60 billion yuan.

 

(来源:大河财立方)

(Editor: Dahe Financial Cube)

 

 

预计2025年乘用车销量2924万辆,同比增长6.4%

It is expected that 29.24 million passenger vehicles will be sold in 2025, up 6.4 percent year-on-year

 

中信证券研报表示,复盘历史上四次大规模汽车消费刺激政策,发现2024年政策力度边际显著增强、单车优惠力度提升至9%(高于此前的5%和2.5%)。同时研究发现政策杠杆乘数边际有所递减、目前已稳定在3.0左右,且市场反馈越发前置。因此2024年政策“收尾期”指数相对安全。2024年陆续出台的以旧换新政策在2024年下半年很好地起到了销量托底作用,该政策延续的可能性较大,且不排除会有其他多样化的刺激性政策。在中性预期下预计2025年乘用车销量2924万辆(同比+6.4%),行业走出内卷曙光已现。

The CITIC Securities Research report said that the review of four large-scale auto consumption stimulus policies in history found that the margin of policy intensity was significantly enhanced in 2024, and the preferential treatment of bicycles was increased to 9% (higher than the previous 5% and 2.5%). At the same time, the research found that the policy leverage multiplier margin has decreased and has now stabilized at about 3.0, and the market feedback is becoming more advanced. Therefore, the 2024 policy "end period" index is relatively safe. The trade-in policy introduced in 2024 has played a good role in supporting sales in the second half of 2024, and the possibility of continuation of this policy is relatively high, and other diversified stimulus policies cannot be ruled out. Under the neutral expectation, it is expected that the sales volume of passenger cars in 2025 will be 29.24 million (+6.4% year on year), and the industry will come out of the inner dawn.

 

(来源:每日经济新闻)

(Editor: National Business Daily)

 

 

2024年全球新能源汽车销量将突破1750万辆

By 2024, global sales of new energy vehicles will exceed 17.5 million.

 

据高工产业研究院(GGII),在中国市场强劲增长带动下,2024年,全球新能源汽车销量将突破1750万辆;GGII预计2025年全球新能源汽车销量有望突破2100万辆,全球汽车电动化渗透率将达到23.2%。2024年,中国新能源汽车销量预计达到1285万辆,电动化渗透率40.9%;2025年以旧换新、税收优惠、购车补贴等政策有望延续,刺激车市需求保持增长。叠加中央经济工作会议要求支持新能源汽车下乡和以旧换新政策持续推进,GGII预计2025年我国新能源汽车销量将达1610万辆,电动化渗透率有望突破50%。

According to the High-Tech Industry Research Institute (GGII), driven by the strong growth of the Chinese market, the global sales of new energy vehicles will exceed 17.5 million in 2024; GGII expects the global sales of new energy vehicles to exceed 21 million in 2025, and the global penetration rate of vehicle electrification will reach 23.2 percent. In 2024, China's NEV sales are expected to reach 12.85 million units, with electrification penetration of 40.9 percent; In 2025, policies such as replacing old vehicles with new ones, tax incentives and car purchase subsidies are expected to continue, stimulating the growth of the auto market demand. Superposition of the Central Economic Work Conference requires support for new energy vehicles to the countryside and the continuation of the old for new policy, GGII is expected to 2025 China's new energy vehicle sales will reach 16.1 million, electric penetration rate is expected to exceed 50%.

 

(来源:界面新闻)

(Editor: Jiemian News)

 

 

现代密切关注本田日产合并

Hyundai pays close attention to the Honda-Nissan merger

 

日本汽车品牌本田和日产的合并计划,在地缘政治不稳定的情况下,将加剧现代汽车集团的竞争。对此,现代汽车表示,将密切关注本田和日产的合并进程。2023年,本田和日产的全球销量分别为420万辆和340万辆,总和超过现代汽车的730万辆。

The planned merger of Japanese car brands Honda and Nissan will intensify competition among Hyundai Motor Group amid geopolitical instability. In response, Hyundai Motor said it would closely monitor the merger process between Honda and Nissan. Honda and Nissan's combined global sales of 4.2 million and 3.4 million units in 2023 will surpass Hyundai's 7.3 million units.

 

(来源:上海有色金属网)

(Editor: Shanghai Non-Ferrous Metal Network)

 

 

泰国汽车销量下滑26.7%

Thailand's auto sales fell 26.7 percent

 

近日,泰媒称2024年底泰国汽车行业继续放缓,前11个月(1-11月)汽车市场总销量为518659辆,下降26.7%。其中,乘用车市场销量达203421辆,下降23.6%;商用车市场销量达315,238辆,下降28.5%;1吨级皮卡市场销量为181,286辆,下降39.8%。

Recently, Thai media said that at the end of 2024, Thailand's auto industry continued to slow down, and the total sales of the auto market in the first 11 months (January-November) was 518,659 units, down 26.7%. Among them, the passenger car market sales reached 203,421 units, down 23.6%; Commercial vehicle market sales reached 315,238, down 28.5%; And the 1-ton pickup truck segment sold 181,286 units, down 39.8 percent.

 

(来源:泰国网传媒)

(Editor: ThaiNetMedia)

 

8家日本车企全球产量连跌

The global production of eight Japanese car companies has fallen

 

丰田等8家日本乘用车制造商最新公布的11月生产、销售和出口数据显示,8家车企的全球产量为212.2162万辆,同比下降11.0%,已经连续7个月同比下降。有分析认为,市场竞争激烈、泰国等国收紧贷款审查对日本车企的产销造成影响。

The latest production, sales and export data released by eight Japanese passenger car manufacturers such as Toyota in November show that the global production of eight car companies was 2,122,162, down 11.0% year-on-year, and has declined for seven consecutive months. Some analysts believe that the fierce market competition, Thailand and other countries to tighten the loan review has affected the production and sales of Japanese car companies.

 

(来源:工业新闻日刊)

(Editor: Industrial Shimbun)

 

 

韩国五大整车厂本土销量创最低

South Korea's top five automakers posted the lowest domestic sales

 

近日,韩国五大整车厂商(现代、起亚、韩国通用、雷诺韩国、KGM)发布了2024年的销售业绩,韩产汽车全球总销量为794.72万辆,同比减少0.6%。去年五大整车厂商在韩国本土销量为135.88万辆,海外销量为658.83万辆,其中韩国本土销量同比下滑6.4%,创2008年以来的最低纪录。

Recently, Korea's top five automakers (Hyundai, Kia, GM Korea, Renault Korea, KGM) released their 2024 sales results, and the total global sales of Korean cars were 7.9472 million units, down 0.6% from the same period last year. Last year, the top five automakers sold 1,358,800 units in South Korea and 6,588,300 units overseas, with sales in South Korea down 6.4 percent year-on-year, the lowest since 2008.

 

(来源:快科技)

(Editor: Quick Technology)

 

 

Stellantis 2024年在意大利产量同比下降37%

Stellantis' 2024 Italian production fell 37 percent year on year

 

据路透社报道,FIM-CISL工会公布的数据显示,2024年,意大利汽车制造商Stellantis在意大利生产了475,090辆汽车,低于2023年的751,384辆,同比下滑37%;其中,轿车产量同比下降46%至1956年以来的最低年度水平,而新商用车产量也同比下降17%。

According to data released by the FIM-CISL union, Italian automaker Stellantis produced 475,090 cars in Italy in 2024, down from 751,384 in 2023, a 37% year-on-year decline. Sedan production fell 46 percent year on year to the lowest annual level since 1956, while new commercial vehicle production also fell 17 percent year-on-year.

 

(来源:盖世汽车)

(Editor: Auto Gasgoo)

 

 

▍  2024年挪威电动汽车市场份额高达88.9% 中国品牌占近10%

In 2024, Norway's electric vehicle market share reached 88.9%, and Chinese brands accounted for nearly 10%

 

据路透社报道,2025年1月2日,挪威公路联合会(OFV)公布的注册数据显示,2024年挪威新乘用车总销量达128691辆,同比增长1.4%,其中,纯电动汽车总销量为114400辆。OFV的数据表明,2024年挪威纯电动汽车的市场份额为88.9%。值得注意的是,仅在五年内,中国电动汽车在挪威的销量就飙升至挪威新车总销量的近10%。

According to Reuters, on January 2, 2025, registration data released by the Norwegian Road Federation (OFV) showed that the total sales of new passenger cars in Norway in 2024 reached 128,691, an increase of 1.4%, of which the total sales of pure electric vehicles were 114,400. According to the OFV, the market share of pure electric vehicles in Norway in 2024 will be 88.9%. Remarkably, in just five years, sales of Chinese EVs in Norway have soared to nearly 10 percent of total new car sales in Norway.

 

(来源:中国汽车报网 China Automotive News)

(Editor: China Automotive News)

 

 

俄罗斯2024年新乘用车销量同比增长47%

Russia's sales of new passenger cars in 2024 increased by 47 percent year on year

 

俄罗斯工业和贸易部的数据显示,俄罗斯2024年新乘用车销量同比增长47%至155万辆。不过,俄罗斯分析机构Autostat的负责人Sergei Tselikov表示,由于高通胀和报废费推高了汽车售价,俄罗斯2025年的新车销量预计将同比下降约10%至143万辆。

According to the Ministry of Industry and Trade, new passenger car sales in Russia in 2024 increased by 47% year-on-year to 1.55 million units. However, new car sales in Russia in 2025 are expected to fall by about 10 percent year-on-year to 1.43 million units as high inflation and scrappage fees push up vehicle prices, said Sergei Tselikov, head of Russian analyst agency Autostat.

 

(来源:盖世汽车)

(Editor: Auto Gasgoo)

 

 

 

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