2024第43周 行业简讯 Week43 News

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长安数智工厂正式挂牌

Changan digital Intelligence factory officially listed

 

据快科技报道,10月21日消息,由长安汽车、联通、华为联手打造长安汽车数智工厂正式挂牌,同时阿维塔07成为该工厂首款下线车型。

According to fast technology reports, on October 21, Changan Automobile, Unicom and Huawei jointly built the Changan Automobile digital Intelligence factory was officially listed, and Avita 07 became the first off-line model of the factory.

 

(来源:快科技)

(Edit: Fast Technology)

 

 

吉利再收购

Geely re-acquisition

 

从电动知家获悉,近日,吉利汽车在港交所公告,其间接全资附属公司浙江乘用车就收购宁波乘用车的全部股权与吉利控股订立股权转让协议,现金代价为人民币1.23689亿。

Recently, Geely Automobile announced in the Hong Kong Stock Exchange that its indirect wholly-owned subsidiary Zhejiang Passenger Car entered into an equity transfer agreement with Geely Holding on the acquisition of all the shares of Ningbo Passenger Cars, with a cash consideration of RMB 123.689 million.

 

(来源:电动知家)

(Edit: Electric Zhijia)

 

 

一汽将在海外投资1亿美元.

Faw will invest $100 million overseas

 

从方得网获悉,近日,一汽集团将投资1亿美元在乌兹别克斯坦建设新工厂。据悉,生产基地将设在“丝绸之路”自由经济工业区内。企业计划于今年11月投产,预计工厂将年产1万辆卡车。报道称,该项目标志着中乌经济关系发展进入新阶段,并将有助于加强乌作为重要工业中心的地位。

Recently, FAW Group will invest 100 million US dollars in the construction of a new factory in Uzbekistan. The production base will be located in the "Silk Road" free economic and industrial zone. The company plans to start production in November this year, and the plant is expected to produce 10,000 trucks a year. The project marks a new stage in the development of China-Ukraine economic relations and will help strengthen Ukraine's position as an important industrial center.

 

(来源:方得网)

(Edit: www.find800.cn)

 

 

通用中国亏损超24亿

GM China lost more than $2.4 billion

 

通用汽车近日公布了2024年第三季度财报,数据亮眼,推动全年利润指引上调。然而,在中国市场,通用汽车却面临亏损挑战。

财报显示,通用汽车第三季度净收入达488亿美元,同比增长10%;净利润为31亿美元,调整后息税前利润为41亿美元。尽管整体表现强劲,但中国市场却亏损1.37亿美元,前三季度累计亏损3.48亿美元。

销量方面,通用汽车第三季度在中国市场零售超过42万辆,环比增长14%,新能源产品销量首次超越燃油车。然而,上汽集团数据显示,前三季度上汽通用汽车累计销量大幅下降61.55%。

别克、凯迪拉克和雪佛兰品牌销量大幅下滑,而上汽通用五菱旗下的五菱与宝骏品牌销量较高,这可能是导致亏损的原因之一。

General Motors recently announced the third quarter of 2024 earnings, the data is bright, driving the full-year profit guidance. In China, however, GM faces the challenge of losing money.

Gm reported net income of $48.8 billion in the third quarter, up 10% from a year earlier. Net income was $3.1 billion and adjusted EBIT was $4.1 billion. Despite the overall strong performance, China posted a loss of $137 million and a cumulative loss of $348 million in the first three quarters.

In terms of sales, General Motors retail sales in the Chinese market exceeded 420,000 units in the third quarter, an increase of 14% from the previous quarter, and sales of new energy products exceeded fuel vehicles for the first time. However, SAIC data show that in the first three quarters, the cumulative sales of SAIC-GM vehicles fell by 61.55%.

Sales of its Buick, Cadillac and Chevrolet brands fell sharply, while sales of its Wuling and Baojun brands were higher, which may have contributed to the loss.

 

(来源:ITBEAR)

(Edit: ITBEAR)

 

长城汽车巴基斯坦KD工厂迎来第一万辆车下线

Great Wall Motors Pakistan KD factory ushered in the 10,000th car off the line

 

10月23日消息,长城汽车宣布,其巴基斯坦KD工厂于近日迎来第一万辆车下线,达成新的里程碑。

据悉,自2022年9月正式投产以来,巴基斯坦KD工厂先后生产了长城汽车的两款全球车型——哈弗H6和哈弗JOLION,其中哈弗H6 HEV作为巴基斯坦本土首款组装的新能源车,自上市以来便成为当地畅销的SUV。

需注意的是,KD(Knocked Down)是指将汽车产品拆解成部件后运输到目标市场再进行组装。根据拆解程度的不同,KD可以进一步细分为CKD(Completely Knocked Down)和SKD(Semi Knocked Down)。

On October 23, Great Wall Motor announced that its KD factory in Pakistan recently ushered in the 10,000th car off the production line, reaching a new milestone.

It is reported that since the official production in September 2022, the KD factory in Pakistan has produced two global models of Great Wall Motor - Haval H6 and Haval JOLION, of which Haval H6 HEV as the first new energy vehicle assembled in Pakistan, has become a local best-selling SUV since its listing.

It should be noted that KD (Knocked Down) is the process of disassembling an automotive product into parts and transporting it to the target market for assembly. Depending on the degree of disassembly, KD can be further subdivided into CKD (Completely Knocked Down) and SKD (Semi Knocked Down).

 

(来源:盖世汽车auto.gasgoo

(Edit: auto.gasgoo)

 

 

捷豹路虎辟谣:合资公司解散消息不实,正启动运营及组织架构转型

Jaguar Land Rover refuted rumors: the news of the dissolution of the joint venture company is untrue, and it is starting to transform its operations and organizational structure

 

10月24日,盖世汽车获悉,捷豹路虎联合市场营销与售后服务机构(IMSS)正在裁员。此次裁员比例或超过50%,市场部高级经理以上几乎都被裁,留下的高级经理,则接受了降级。

针对这一消息,捷豹路虎官方发布了《关于捷豹路虎在华战略转型的媒体声明》,原文如下:

近期,捷豹路虎在华启动一系列运营模式及组织架构的转型举措,提升组织竞争力的同时,加速推进“重塑未来”全球战略的落地,以及全新合资模式的顺利开展。

该系列举措经由捷豹路虎与奇瑞汽车双方的深入沟通并达成共识,目标实现针对现有组织架构以及奇瑞捷豹路虎的整合、赋能并提效。

具体措施包括围绕“联合市场销售与服务机构”(IMSS),新设HoB本土化运营团队、建立业务中台、优化职能设置、推进资源整合,从而打造公司在华全链路商务运营平台;

基于合资企业新战略规划以及“Freelander神行者”的产品布局,合资公司将进一步打通研发、设计、采购等部门与双方母公司的融合,加大资源交流共享,确保电动化、智能化人才储备,并对财务、IT、人事等运营部门职能优化梳理,增强组织互动性、协同性。

捷豹路虎将通过此举更好地应对中国汽车行业快速变化带来的挑战,为企业的可持续发展奠定坚实基础,并最终为广大消费者打造新现代豪华主义的全方位体验。

On October 24, Geste learned that Jaguar Land Rover's Joint Marketing and After-sales Service Organization (IMSS) was laying off employees. The proportion of layoffs or more than 50%, the senior managers of the Marketing Department were almost all cut, and the remaining senior managers accepted the demotion.

In response to this news, Jaguar Land Rover officially released the "Media Statement on Jaguar Land Rover's strategic transformation in China", the original text is as follows:

Recently, Jaguar Land Rover launched a series of transformation measures in China's operating model and organizational structure to enhance organizational competitiveness, and accelerate the landing of the global strategy of "reshaping the future", as well as the smooth development of the new joint venture model.

Through in-depth communication and consensus between Jaguar Land Rover and Chery Automobile, the series of initiatives aims to achieve the integration, empowerment and improvement of the existing organizational structure and Chery Jaguar Land Rover.

Specific measures include the establishment of a new HoB localization operation team, the establishment of a business center, the optimization of function Settings, and the promotion of resource integration around the "Joint market sales and service organization" (IMSS), so as to build the company's full-link business operation platform in China;

Based on the new strategic plan of the joint venture and the product layout of "Freelander", the joint venture company will further integrate R&D, design, procurement and other departments with the parent companies of both parties, increase resource exchange and sharing, ensure the electric and intelligent talent reserve, and optimize the functions of finance, IT, personnel and other operating departments. Enhance organizational interaction and collaboration.

With this move, Jaguar Land Rover will better respond to the challenges brought about by the rapid changes in the Chinese automotive industry, laying a solid foundation for the sustainable development of the company, and ultimately creating a comprehensive experience of new modern luxury for consumers.

 

(来源:AutoR智驾)

(Edit: AutoR Intelligent Driving)

 

 

宝马中国销量下滑13%,沈阳工厂减产应对市场变化

BMW's China sales fell 13% and its Shenyang plant cut production in response to market changes

 

10月23日第一电动报道,宝马在中国市场的销量出现下滑,今年前三季度销量减少13%,仅达到52万辆。宝马中国在7月退出价格战,转而关注业务质量和支持经销商。实施“降量保价”策略后,8月销量大幅下降至3.7万辆。宝马位于沈阳的全球最大生产基地,包括铁西和大东工厂,近期出现了产线工人工作时长减少,部分工人合同到期后不再续签的情况。铁西工厂去年生产了约30.7万辆车,大东工厂去年生产了42万辆汽车。沈阳工厂的产能超过83万辆,是宝马全球第三大和最大工厂。

On October 23, First Electric reported that BMW's sales in the Chinese market fell by 13% in the first three quarters of this year, reaching only 520,000 vehicles. BMW China pulled out of the price war in July, instead focusing on business quality and supporting dealers. After the implementation of the "volume reduction insurance" strategy, sales fell sharply to 37,000 units in August. BMW's largest production sites in the world, including its Tiexi and Dadong plants in Shenyang, have seen workers working fewer hours and some not renewing their contracts when they expire. The Tiexi plant produced about 307,000 vehicles last year, while the Dadong plant produced 420,000 vehicles last year. With a production capacity of more than 830,000 vehicles, the Shenyang plant is BMW's third largest and largest in the world.

 

(来源:第一电动First Electric

(Edit: First Electric)

 

 

阿维塔科技挂牌增资,C轮融资预计超百亿

Avita Technology listed capital increase, C round of financing is expected to exceed 10 billion

 

10月23日讯,阿维塔科技(重庆)有限公司在上海联合产权交易所官网挂牌增资项目,信息披露期至11月18日。这是公司C轮融资的一部分,尽管未披露拟募资金总额,但内部人士确认正在进行C轮融资。

阿维塔科技已在2021年至2023年间完成三轮融资,累计约80亿元。C轮融资金额预计将超过100亿元,投后估值超300亿元。近期,阿维塔科技向华为支付23亿元购买华为引望10%的股权,成为第二大股东。

尽管销量提升,但阿维塔净亏损也在扩大,2022年公司净亏损20.15亿元,2023年增至36.93亿元,今年上半年净亏损13.95亿元。截至今年上半年,公司在手现金为96.7亿元。

October 23, Avita Technology (Chongqing) Co., Ltd. listed in the official website of the Shanghai United Equity Exchange capital increase project, information disclosure period to November 18. This is part of the company's Series C funding round, and although the total amount to be raised was not disclosed, insiders confirmed that a Series C funding round was underway.

Avita Technology has completed three rounds of financing between 2021 and 2023, with a total of about 8 billion yuan. The amount of C round financing is expected to exceed 10 billion yuan, and the post-investment valuation is more than 30 billion yuan. Recently, Avita Technology paid 2.3 billion yuan to Huawei to buy a 10% stake in Huawei, becoming the second largest shareholder.

Despite the increase in sales, Avita's net loss is also expanding, with the company's net loss of 2.015 billion yuan in 2022, increasing to 3.693 billion yuan in 2023, and a net loss of 1.395 billion yuan in the first half of this year. As of the first half of this year, the company had 9.67 billion yuan in cash on hand.

 

(来源:财联社Caixin

(Edit: Caixin)

 

 

零跑朱江明访问柯马意大利总部

Leapmotor Zhu Jiangming visited Comau Italy headquarters

 

从零跑汽车官微获悉,近日,零跑汽车创始人、董事长、CEO朱江明率其高管团队一行访问柯马意大利总部,双方围绕全球化布局、本土制造和技术合作等议题展开深入交流。柯马欧洲区首席执行官Pietro Ottavis, 柯马全球工程和研发负责人Andrew Lloyd,柯马全球工业运营负责人Marco Manavello,  柯马亚太区首席执行官袁颖鋆等高管热情接待并参与会谈。

Recently, Zhu Jiangming, founder, chairman and CEO of Leapmotor, led his senior management team to visit Comau Italy headquarters, and the two sides conducted in-depth exchanges on issues such as globalization layout, local manufacturing and technical cooperation. Pietro Ottavis, CEO of Comau Europe, Andrew Lloyd, Head of Comau Global Engineering and R&D, Marco Manavello, Head of Comau Global Industrial Operations, Yuan Yunjun, CEO of Comau Asia Pacific, and other senior executives warmly welcomed and participated in the talks.

 

(来源:零跑汽车)

(Edit: Leapmotor)

 

 

恒大汽车决定不继续进行目前潜在股份转让

Evergrande Automobile decided not to proceed with the current potential share transfer

 

恒大汽车:公司董事会宣布,于2024年10月25日,接获潜在卖方的通知,彼等已决定停止与潜在买方有关潜在股份转让的所有讨论,并已决定不继续进行潜在股份转让。概未就潜在股份转让订立任何买卖协议。因此,预期将不会与潜在买方(或其指定的另一方)签订融资协议,或以其他方式向本公司提供任何融资。公司已向联交所申请由2024年10月28日上午9时正起恢复买卖股份。

Evergrande Automobile: The Board of Directors of the Company announced that on October 25, 2024, it was notified by the potential seller that it had decided to discontinue all discussions with the potential buyer in relation to the potential share transfer and had decided not to proceed with the potential share transfer. No sale and purchase agreement has been entered into in relation to the potential transfer of shares. Accordingly, it is not expected that a financing agreement will be entered into with the potential Purchaser (or another party designated by it) or that any financing will otherwise be provided to the Company. The Company has applied to the Stock Exchange to resume trading of shares with effect from 9:00 am on 28 October 2024.

 

(来源:盖世汽车auto.gasgoo

(Edit: auto.gasgoo)

 

 

小米汽车二期工厂赶工封顶

xiaomiev car phase II factory rush to cap

 

10月23日,有消息称,位于北京亦庄新城马驹桥的小米汽车二期工厂因工期紧张,工人们加班加点赶工,开设了早晚双班以确保年底封顶。

据悉,该工厂由小米通讯技术有限公司全资子公司小米景曦科技有限公司以约8.42亿元竞得地块,紧邻已投产的一期工厂。据知情人士透露,工地过年不放假,预计明年三、四月份开始调试,6月中旬竣工交付。

On October 23, it was reported that due to the tight construction period of the Xiaomi Automobile factory phase II in Beijing Yizhuang New Town, workers worked overtime to catch up and opened a morning and evening double shift to ensure the end of the year.

It is reported that the factory by millet communication Technology Co., LTD., a wholly-owned subsidiary of millet Jingxi Technology Co., Ltd. won the land for about 842 million yuan, close to the first phase of the plant has been put into production. According to people familiar with the matter, the construction site does not have a holiday during the New Year, and is expected to start commissioning in March and April next year, with completion and delivery in mid-June.

 

(来源:盖世汽车auto.gasgoo

(Edit: auto.gasgoo)

 

 

特斯拉上海工厂即将进入新车型阶段

Tesla Shanghai factory is about to enter the new model phase

 

界面新闻:据社交平台爆料,特斯拉上海工厂即将进入新车型阶段,焕新Model Y可能要提前到来。海外博主S.E.Robinson今年9月发文称,在美国加州拍到的特斯拉ModelY焕新版伪装车。特斯拉目前还未官宣这款中期改款车型,但如今已有越来越多的目击者看到了相关测试伪装车。

Interface news: According to the social platform, Tesla Shanghai factory is about to enter the new Model stage, and the new Model Y may come ahead of schedule. Overseas blogger S.E.Robinson posted in September this year that the new version of Tesla ModelY was photographed in California, the United States. Tesla has not yet officially announced this mid-term model, but now there are more and more witnesses to see the relevant test camouflage car.

 

(来源:界面新闻)

(Edit: Interface News)

 

 

长安汽车数智工厂挂牌 首款下线阿维塔07

Changan automobile number of intelligence factory listed the first offline Avita 07

10 月 21 日,由长安汽车、联通、华为联手打造长安汽车数智工厂正式挂牌。该工厂总投资预算100亿元,应用5G全联接技术实现数字化孪生和实时监控,且通过引入800多台机器人作业等整体智能化技术,可实现整体制造效率提升20%,成本降低20%,碳排放减少19%。同时,阿维塔 07 成为该工厂首款下线车型,配备华为乾崑智驾ADS 3.0、鸿蒙4.0车机系统等多项智能化配置。

On October 21, Changan Automobile, China Unicom and Huawei jointly built the Changan Automobile digital Intelligence Factory. With a total investment budget of 10 billion yuan, the factory applies 5G fully connected technology to achieve digital twinning and real-time monitoring, and through the introduction of overall intelligent technology such as more than 800 robots, the overall manufacturing efficiency can be improved by 20%, costs can be reduced by 20%, and carbon emissions can be reduced by 19%. At the same time, Avita 07 became the first off-line model of the factory, equipped with a number of intelligent configurations such as Huawei Qiankun Smart Drive ADS 3.0 and Hongmeng 4.0 vehicle system.

 

(来源:财联社Caixin

(Edit: Caixin)

 

 

小鹏汇天飞行汽车工厂动工,规划年产能1万辆

Xiaopeng Hutian flying car factory started, planning an annual capacity of 10,000

 

10月27日,小鹏汇天飞行汽车智造基地正式动工,将用于生产分体式飞行汽车“陆地航母”的飞行体部分,规划年产能1万辆。其中,首期占地面积约18万平方米,规划布局复材、连接、涂装、总装四大生产车间及附属设施。

On October 27, Xiaopeng Huitian flying car intelligent base officially started, will be used to produce split flying car "land aircraft carrier" flying body part, planning annual capacity of 10,000 vehicles. Among them, the first phase covers an area of about 180,000 square meters, planning and layout of cladding, connection, painting, final assembly four production workshops and ancillary facilities.

 

(来源:中国汽车报网China Automotive News

(Edit: China Automotive News)

 

 

合肥新能源汽车产量破百万辆

Hefei new energy vehicle production exceeded 1 million

 

10月22日合肥市工信局消息,该市新能源汽车产量已突破100万辆,预计全年产量将超过130万辆,同比增长74%。目前,合肥汇聚江淮、比亚迪、蔚来、大众、长安、安凯等6家整车企业,实现了外资巨头、央企造车、造车新势力、地方自主品牌、华为生态圈等多种造车形式的“全满贯”。今年1-9月,合肥市汽车产量达131.17万辆,其中新能源汽车产量92.75万辆,同比增长74.47%,已超过2023年全年产量。合肥市还计划到2027年培育2-3家年产50万辆整车的企业,新增10家百亿规模的零部件企业,使新能源汽车产能超过300万辆,产业集群营收突破7000亿元。目前,全市新能源汽车领域从业人员超15万人,其中研发人员超4万人。

On October 22, Hefei Industry and Information Bureau news, the city's new energy vehicle production has exceeded 1 million, is expected to exceed 1.3 million annual production, an increase of 74%. At present, Hefei brings together six vehicle enterprises such as Jianghuai, BYD, NIO, Volkswagen, Changan, and Ankai, and has realized the "full slam" of various forms of car manufacturing such as foreign giants, central enterprises, new forces of car manufacturing, local independent brands, and Huawei ecosystem. From January to September this year, Hefei automobile production reached 1.311 million, of which 927,500 new energy vehicles, an increase of 74.47%, has exceeded the annual output of 2023. Hefei also plans to cultivate 2-3 enterprises with an annual output of 500,000 vehicles by 2027, and add 10 new parts enterprises with a scale of 10 billion, so that the production capacity of new energy vehicles exceeds 3 million units, and the revenue of the industrial cluster exceeds 700 billion yuan. At present, there are more than 150,000 employees in the field of new energy vehicles in the city, including more than 40,000 research and development personnel.

 

(来源:财联社Caixin

(Edit: Caixin)

 

 

9月中国汽车出口总量前三国家为俄罗斯、比利时及墨西哥

In September, the top three countries in China's auto exports were Russia, Belgium and Mexico

 

10月24日,乘联会秘书长崔东树发文表示,9月中国汽车出口总量前10国家为:俄罗斯144437辆、比利时35043辆、墨西哥29876辆、阿联酋27771辆、沙特23828辆、菲律宾18304辆、西班牙17411辆、哈萨克斯坦15185辆、澳大利亚14283辆、巴西13162辆。其中,新能源汽车出口总量前10国家为:比利时33555辆、菲律宾13362辆、西班牙10735辆、以色列9835辆、印度7075辆、阿联酋6874辆、英国6855辆、德国5973辆、澳大利亚5939辆、泰国5827辆。

On October 24, Cui Dongshu, secretary-general of the Passenger Federation, issued a document saying that the top 10 countries in China's total automobile exports in September were: Russia 144,437, Belgium 35043, Mexico 29,876, the United Arab Emirates 27,771, Saudi Arabia 23,828, the Philippines 18,304, Spain 17,411, Kazakhstan 15,185, Australia 14,283, Brazil 13,162. Among them, the top 10 countries for the total export of new energy vehicles are: Belgium 33,555, the Philippines 13,362, Spain 10,735, Israel 9,835, India 7,075, the United Arab Emirates 6,874, the United Kingdom 6,855, Germany 5,973, Australia 5,939, and Thailand 5,827.

 

(来源:财联社Caixin

(Edit: Caixin)

 

 

泰国今年汽车产量或低于170万辆目标

Thailand may fall short of its target of 1.7 million vehicles this year

 

10月24日,泰国工业联合会发布的数据显示,今年前9个月,泰国汽车总产量为113万辆,占全年目标的约66%。泰国工业联合会称,受国内销售下滑和贷款紧缩因素影响,泰国今年汽车产量预计将低于170万辆的目标。

On October 24, data released by the Federation of Thai Industries showed that in the first nine months of this year, Thailand's total vehicle production was 1.13 million units, accounting for about 66% of the full-year target. The Federation of Thai Industries said Thailand's auto production is expected to fall short of its target of 1.7 million vehicles this year due to falling domestic sales and tighter lending.

 

(来源:财联社Caixin

(Edit: Caixin)

 

 

 

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