Today's hot topics
HOT DISCUSSION
Internet legend Rui Vice President was dissatisfied with Huawei being too strong, publicly denounced Huawei and resigned, Chery responded
Recently, news spread on the Internet that Chery’s vice president was dissatisfied with Huawei’s “lack of basic respect for Chery.” Last Friday (January 26), he sent a group email to the company to denounce Huawei, and directly took the blame and resigned. The chat records stated that the Zhijie S7 was not progressing smoothly, and Huawei’s cooperation on the software side was low. “The leaders’ test drives were all hand-brushed by their engineers.” People familiar with the matter said that "hand-flashing the software" is like the Internet story. The problems in the running-in process of Huawei and Chery are far from as simple as brushing the software.
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According to the first electric report, Han Biwen, deputy general manager and general manager of the manufacturing division of Chery Automobile Co., Ltd., suddenly resigned recently. The reason for his resignation is highly related to the production and manufacturing of Zhijie S7. People familiar with the matter said that Huawei and Chery's smart car selection business cooperation did have some problems during the running-in process. Huawei is relatively strong and constantly responds to quality issues, but it does not cooperate enough with Chery's demands. Since December last year, the delivery of the Zhijie S7 has been delayed on a large scale. As a result, Han Biwen, Chery’s vice president in charge of direct contact with Huawei, was under tremendous pressure within the company and “resigned in anger.”
But in response to the rumors, Chery spokesman Jin Yibo said: The online rumors are not true. The cooperation between the two parties was smooth, and the resignation of the senior executives was not due to the cooperation project. Jin Yibo said that Chery and Huawei are making every effort to promote the production and delivery of Zhijie S7, have invested more resources, and will continue to deepen cooperation. Regarding the above-mentioned information about Han Biwen's resignation, Huawei said that it did not know much about it. (First Electric, Financial Associated Press)
Industry News
INDUSTRY NEWS
Tesla Cybertruck pickup truck is on tour across the country, and a Tesla owner in Xi’an kneels down and kowtows to him
Recently, the Tesla Cybertruck electric pickup truck started a nationwide tour. However, when it was exhibited in Xi'an, a very dramatic scene occurred. Video taken at the scene showed that a man wearing a black down jacket suddenly appeared next to the exhibition car, then dropped the bag in his hand on the ground. In full view of the crowd, he directly leaned over and knelt down, and kowtowed at the Cybertruck. head, and then stood up calmly.
According to people familiar with the matter, the man is a local Tesla owner, and the reason why he made such a move is probably because of the blessing of faith. The well-known car blogger "Classmate Chen Zhen" also paid attention to this video. When he retweeted it, he said: Hmm, faith, I can understand it, but what I can't understand is that the Cybertruck is obviously a model that has been mass-produced and delivered. The ones sold are not very expensive. Why can’t you even open the door when you look at the car statically? This was not the case when filming the Rolls-Royce Shining before its launch. (Quick Technology)
He Xiaopeng said smart driving is 10 times safer than real driving
Recently, 29 days after announcing the opening of 243 cities, Xiaopeng held a smart driving launch conference in Guangzhou. He Xiaopeng mentioned at the meeting that smart driving is 10 times safer than human driving. This is supported by data. . According to 2023 data from Xpeng Labs, the accident rate of smart driving is only one-tenth that of manual driving.
He Xiaopeng said that Xpeng Motors invests 3.5 billion yuan in AI research and development every year, and pays tribute to its friends and hopes to work together to solve the travel experience with intelligent driving. (Sina Auto)
The first vehicle jointly produced by Huawei and JAC is a million-dollar sedan, targeting the BMW 7 Series
On January 31, we learned from people familiar with the matter that the first car jointly built by Huawei and JAC Motors is not the previously rumored MPV, but a million-level sedan that will compete with the BMW 7 Series. The new car is expected to be officially launched in the fourth quarter of this year. Listed. Currently, the construction work of the Anhui Feixi Super Factory, which is responsible for producing models jointly produced by Huawei and Jianghuai Automobile, is nearing completion. (China Business News)
Spy photos of Xpeng's new car road test exposed: internal code-named F57, expected to be positioned as a pure electric mid-to-large car
According to news on January 31, several car bloggers posted spy photos of road tests of Xpeng Motors’ mysterious new car. As can be seen from the appearance, the new car has a slender shape and adopts the currently very popular fastback design, showing a coupe style.
Blogger "Weijian" who claims to have seen the actual car said that the new car's internal code is F57, and its interior seating space "must be larger" and "much larger" than the P7. It is reported that this new car is a new pure electric sedan that Xpeng will launch this year. It has a slender side and a design that is very different from the Xpeng P7. Currently, only the front part of the car can be seen using family-style through-type lights. (Pacific Motors
)
Xiaomi Motors completed the SOP on January 22 and entered the mass production stage.
According to Leifeng.com's "New Smart Driving" news, on January 29, according to "Start Power On", Xiaomi Motors' first car, SU7, will officially enter the SOP (Start of Production) stage in mid-to-late February.
However, according to "Xinzhijia" and insiders close to
Xiaomi
Motors, Xiaomi Motors has completed the SOP at the Beijing Automobile Factory on January 22, 2024, and the factory has entered mass production.
According to people familiar with the matter, the offline ceremony for the first SOP mass-produced car was conducted in secret and was not made public. The original planned SOP time was March 28, but due to the development progress exceeding expectations, the SOP time was advanced. According to the current progress, Xiaomi Motors plans to mass produce about 4,000 units in March. It will complete the ramp-up of production capacity by the end of April. It will accelerate production in two shifts in June and plans to mass produce about 70,000 units in 2024.
(For more information, please click
Exclusive｜Xiaomi Motors completed the SOP on January 22 and entered the mass production stage
)
It is rumored that DJI Automotive has received investment intentions from BYD and FAW Group, with a valuation of approximately 10 billion yuan
Recently, 36Kr quoted people familiar with the matter as saying that DJI Automotive has recently received investment intentions from BYD and FAW Group. The report stated that all parties are currently advancing the financing process. Last year, market news said that DJI Automotive has launched an external financing plan after becoming independent as "Shenzhen Zhuoyu Technology Co., Ltd." This will be the company's first external financing.
According to disclosures, after the first two rounds of financing, DJI Automotive’s current valuation is approximately US$1.5 billion. According to the plan, DJI Automotive hopes to achieve positive financial indicators in 2024. However, so far, DJI Automotive only has a few cooperative customers, mainly through the 2023 KiWi EV launched by SAIC-GM-Wuling. The latter is also the first mass-produced vehicle equipped with DJI’s in-vehicle intelligent driving system. The two parties have cooperated in depth since 2019 , billions of dollars have been invested. (Aijiwei)
Ideal’s sales continued to suppress Wenjie last week, and the cumulative sales in January were only 1,000 units behind.
According to news on January 31, Li Auto announced its latest weekly sales data. From January 22nd to 28th, Li Auto sold 8,500 units, surpassing Wenjie’s 8,000 units, and still ranked first in the new power weekly list. The gap between the cumulative sales in January and Wenjie also narrowed to 1,000 units.
As of January 28, Wenjie sold a total of 28,100 vehicles, ranking first in the monthly list, followed by Ideal with 27,100 vehicles, and Dark Blue with 12,800 vehicles in third place. After that, they are: Leapmotor with 10,800 vehicles, and Ji Krypton. 10,500 vehicles, Weilai 9,900 vehicles, Denza 07,400 vehicles, Xiaopeng 0,6800 vehicles, Lantu 0,5800 vehicles, and Nezha 0,500 vehicles. On the monthly list, BYD is far ahead with 168,500 units sold, followed by Wuling Motors with 35,400 units and Tesla with 35,200 units. (First Electric Network)
Terminal broke the news that Ideal L6 is priced at 249,800-300,000 yuan, Ideal official response
Recently, we learned from Li Auto stores that the price range of Li Auto's upcoming L6 is 249,800-300,000 yuan, which will be launched in June and will directly compete with the Wenjie Xin M7. Some users said, "The first-generation Wenjie M7 has no selling points, and in the crash test of the China Insurance Research Institute, the A-pillar of the first-generation M7 was bent, let alone its safety. No one dares to sell it."
Ideal denied the above-mentioned information and said that the above-mentioned information was all wrong. Li Auto said that the L6 will be launched in the first half of this year, priced at less than 300,000 yuan. Previously, Zou Liangjun, senior vice president of Li Auto, stated that the Li Auto L6 will be launched in April this year. (Understanding Car Emperor)
NIO established an innovative technology service company in Beijing with a registered capital of 250 million yuan
According to the news on January 31, Tianyancha App showed that on January 26, NIO Innovation (Beijing) Technology Services Co., Ltd. was established. The legal representative is Chen Tianyang, with a registered capital of 250 million yuan. Its business scope includes artificial intelligence application software development and digital culture. Creative software development, new energy vehicle sales, charging pile sales, Internet sales, clothing and apparel retail, second-hand car brokerage, motor vehicle appraisal and evaluation, catering services, food sales, tourism business, etc. The equity panoramic penetration chart shows that the company is wholly owned by NIO Sales and Service Co., Ltd., which is a wholly-owned subsidiary of NIO Holdings Co., Ltd. (Titanium Media)
Tesla’s business in China is growing strongly, contributing more than 20% of revenue in 2023
According to news on January 31, Tesla’s recently submitted Form 10-K disclosed a series of key performance highlights of the company in 2023. Among them, China’s business performed well and became an important engine for the company’s growth. The report shows that in 2023, Tesla produced a total of 1,845,985 passenger vehicles, delivered 1,808,581 vehicles, and deployed 14.72GWh of energy storage products and 223 MW of solar systems. The company's total revenue reached US$96.77 billion (approximately RMB 694.809 billion), a year-on-year increase of US$15.31 billion.
The Chinese market brought Tesla $21.75 billion in revenue, accounting for 22.5% of total revenue. In the fourth quarter alone, Tesla's China revenue reached US$6.1 billion, exceeding the US$5.73 billion in the second quarter. (IT Home)
Industry concern
INDUSTRY FOCUS
400 billion salary was rejected! Musk: Don’t register a company in Delaware
According to foreign media reports, on January 30, local time, a judge in the state of Delaware ruled that Tesla CEO Elon Musk’s $56 billion (approximately RMB 402.5 billion) compensation plan was invalid and the company’s board of directors “failed to Ensure compensation plans are fair.” Musk responded on social platforms that his $56 billion Tesla compensation plan was rejected, "Never register a company in Delaware."
The ruling significantly reduced Musk's wealth. Tuesday's ruling means Tesla's board will have to come up with a new pay package more than five years after Musk received the largest executive pay package in history. These approximately US$51.1 billion in options are one of Musk's most valuable assets. Without these options, his net worth would drop to US$154.3 billion, making him the third richest person in the world. (Securities Times)
Energy giant Schneider Electric was attacked by ransomware and a large amount of corporate data was stolen
Recently, global energy management and automation giant Schneider Electric suffered a major ransomware attack, causing some service interruptions and leaking a large amount of confidential data. It is reported that the attack occurred on January 17, targeting the company's sustainable development business unit, and the ransomware used was a Cactus variant. The attack resulted in the destruction of Schneider Electric's Resource Advisor cloud platform, which remains disabled.
The attackers reportedly stole "terabytes of corporate data" and threatened to leak it if a ransom was not paid. The ransom amount, data content and data ownership are currently unclear. Schneider Electric said that the company is undergoing repair work and expects to restore access to the affected systems in the next two working days, emphasizing that the network of the sustainable development business unit is isolated from the rest of the group and that this incident will not affect other departments. (Tencent News)
Toyota announces recall of 790,000 vehicles: wheel connecting parts may crack
On January 31, local time, Toyota Motor Company reported to the Ministry of Land, Infrastructure, Transport and Tourism of Japan that it would recall a total of 793,300 vehicles of three models produced from December 2019 to January 2024.
According to information from the Ministry of Land, Infrastructure, Transport and Tourism of Japan, because the durability of the parts connected to the front wheels and the body of the relevant models may be insufficient, driving in areas where snow melting agents are frequently used may cause corrosion or cracks, or even render the vehicle unable to drive. (CCTV News)
If you can’t afford it, you can’t afford it. America’s largest car rental company sells nearly a thousand Teslas
According to reports, U.S. car rental giant Hertz announced that it will sell about 20,000 electric vehicles in its fleet and purchase fuel vehicles, citing the higher costs associated with collisions and damage to electric vehicles. On Hertz’s U.S. official website, there are already 755 electric vehicles listed for sale, the vast majority of which are Teslas. The lowest price is a Model 3 standard range version, which has traveled 86,929 miles and has a price tag of US$20,700 (approximately RMB 148,500 yuan).
During its third-quarter earnings call, Hertz announced its intention to shrink its fleet of electric vehicles, particularly Tesla vehicles. Hertz believes that on the one hand, it is due to Tesla's price cuts, which has led to the decline in the value of the company's electric vehicles; on the other hand, it is the expensive maintenance costs of electric vehicles. Hertz pointed out that Tesla does not have the large inventory of replacement parts and trained repair personnel that other car companies have, which makes repairs costly and time-consuming. (Drive China)
Zotye Automobile: Expected net loss in 2023 of 750-900 million yuan
Recently, Zotye Automobile released its annual performance report for 2023. It is expected to lose 750 million yuan to 900 million yuan in 2023, a year-on-year loss reduction of 1% - 17.48%; it is expected to lose 800 million yuan to 1 billion yuan after non-net profit, a year-on-year loss reduction of 1.26% - 21.01%; basic earnings per share loss is 0.15 yuan/share - 0.18 yuan/share; operating income is 680 million yuan - 800 million yuan, and the operating income after deduction is 640 million yuan - 760 million yuan, which belongs to the owner's equity of the shareholders of the listed company 1.55 billion yuan - 1.75 billion yuan.
Zotye Automobile said that compared with 2022, the company's vehicle sales revenue increased in 2023, but the auto parts and door business revenue decreased due to the impact of the market environment, so the overall revenue decreased. (Autohome)
It is revealed that U.S. lawmakers asked the government to investigate four Chinese companies involved in Ford battery plant
The chairs of two U.S. House of Representatives committees have asked the Biden administration to investigate four Chinese companies allegedly involved in Ford Motor Co.'s planned battery plant in Michigan, Reuters reported. The factory has come under fire from U.S. lawmakers for using technology provided by CATL.
Mike Gallagher, chairman of the U.S. Special Committee on China, and Cathy McMorris Rodgers, chairwoman of the House Energy and Commerce Committee, urged the U.S. Department of Commerce to investigate and impose export restrictions on four Chinese companies they believe are involved in "factory design, construction and information technology processes." Ford said it complies with "all government regulations across our operations." (Gasgoo)
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