March 23 New Energy Vehicle Industry News Quickly View:
1. Product
1. We learned from the 2021 full-year results disclosed by Geely Automobile Holdings Co., Ltd. that the Zekr brand will launch a luxury pure electric MPV, and the Geometric brand will also usher in a new SUV model. In the future, Geely Group will launch 5 Thor Hi·X hybrid models, 3 Thor PHEV models and one methanol electric hybrid model (Ego Methanol version) in terms of powertrains.
2. Today, Zekr officially released the official version of ZEEKR OS 2.0. It is understood that the brand's upgrade involves 33 ECU units, has added 5 new functions, and has improved and optimized 59 functions for user feedback of ZEEKR OS version 1.1.1. In addition, the official version of ZEEKR OS 2.0 will be pushed to "OTA Pioneer Experience Officer" and will be pushed to all users one after another.
It is understood that the ZEEKR OS 2.0 version has added intelligent driving assistance functions such as ACCQA with queueing function, AEB forward collision mitigation, LDW lane departure warning, FCTA front intersection warning and other intelligent driving assistance functions, as well as charging abnormality indication reminder function. Among them, the early warning function of incoming vehicles at the intersection ahead of FCTA is a newly added function in the basic package of ZAD intelligent driving assistance system.
3. On March 23, SAIC Roewe Colevi CLEVER Yuanqi Bobo version was officially launched, with the official guide price of the new car being 59,999 yuan. In terms of power, the new car is equipped with a 33-kilowatt electric motor with a peak torque of 100 Nm. In addition, the new car will also be equipped with lithium iron phosphate batteries and will have a comprehensive operating range of 311 kilometers, which is slightly improved compared to the current model.
4. Recently, Ideal officially announced the parameter information of L9-related vehicles. The new car will be officially released on April 16. Depending on the configuration, the price range will be between 450,000 and 500,000 yuan.
Ideal L9 will be equipped with a fully self-developed flagship-level extended-range electric system, chassis control system and central domain controller. The new car is equipped with a 44.5kWh battery pack, a comprehensive range of CLTC operating conditions of 1315km, and a pure electric range of 215km. The thermal efficiency of the self-developed and produced range extender reaches 40.5%, and the thermal energy consumption of the fuel mode is 5.9L/100km. The Ideal L9 adopts an intelligent four-wheel drive system, with the maximum power of the front drive motor being 130kW and the maximum power of the rear drive motor being 200kW. The total power reaches 330kW, the torque reaches 620N·m, and the acceleration time of 0-100km/h is only 5.3 seconds. The power consumption of Ideal L9 is lower than that of Ideal ONE, thanks to a more integrated, efficient front and rear drive motor.
5. Xiaopeng Motors officially stated that the 100,000th model of the brand's Xiaopeng P7 was officially launched. It is understood that in order to commemorate the achievement of the 100,000 units of this model, Xiaopeng Motors has released the black special edition model Xiaopeng P7 562E Black Label Edition, which will be launched globally on April 10, 2022.
6, Hon Hai Chairman Liu Yangwei revealed for the first time that the parity electric SUV Model C with a price of less than NT$1 million (about RMB 220,000) will be open for reservations after this year's Hon Hai Technology Day (October 18) and will be delivered in the first half of next year; the flagship electric sedan Model E is planned to be mass-produced in 2024; the electric bus Model T has been introduced into the Kaohsiung passenger route and will be put into the trial operation of the Metropolitan Passenger Route 22 in the future.
7. We learned from the official Ideal Auto that due to the continued sharp rise in upstream raw material prices, the price of Ideal ONE model under Ideal Auto will be raised by 11,800 yuan, and the latest price after adjustment is 349,800 yuan. It is reported that this price adjustment will take effect from 0:00 on April 1, 2022.
8. According to foreign media reports, Mercedes-Benz announced that after the Mercedes-Benz model equipped with Drive Pilot system (L3 level autonomous driving system) will assume legal responsibility for the operation of the car after turning on the advanced driver assistance system of the vehicle.
It is understood that Mercedes-Benz has passed the approval of the German Federal Transportation Administration, becoming the world's first manufacturer to legally use L3 level autonomous driving in Germany, meeting the latest requirements of the German Road Traffic Law in 2017. At the same time, the Mercedes-Benz L3-class autonomous driving assistance system will be first equipped on S-Class and EQS models in 2022.
At present, there are 13,000 kilometers of highways in Germany that support Mercedes-Benz's L3-class autonomous driving, and Mercedes-Benz is undergoing a large number of tests in China and the United States. Mercedes-Benz also hopes to launch this autonomous driving system in the United States by the end of 2022.
2. Brand
1. Shengxin Lithium Energy announced that the company held the 33rd meeting of the 7th Board of Directors and the 22nd meeting of the 7th Supervisory Board on March 22, 2022 to review and pass matters related to the company's 2022 private placement of shares. In order to effectively implement the company's development strategy and business plan, the company and BYD Co., Ltd. signed a "Strategic Cooperation Agreement with Conditions" to make agreements on specific matters of strategic cooperation.
Company plans to introduce BYD as a strategic investor through targeted issuance of shares. The company plans to issue no less than 46,522,448 shares (including) and no more than 69,783,670 shares (including) to BYD. The number of issuances shall not exceed 30% of the company's total share capital before the private placement, and no less than 5% of the company's total share capital after the issuance. The issue price is 42.99 yuan per share, and the total amount of funds to be raised (including issuance expenses) shall not exceed 3 billion yuan (including the number of the number). The net amount of funds raised after deducting the issuance expenses will be used to supplement working capital and repay debts.
2. On March 23, BYD announced a cooperation with artificial intelligence computing manufacturer NVIDIA in smart driving technology. Starting from the first half of 2023, BYD will carry the Nvidia DRIVE Hyperion platform on some of its new energy vehicles to realize intelligent driving and intelligent parking of vehicles.
3. We learned from Lantu Auto that Lantu Auto’s layout in North China continues to improve, and the expansion of national direct sales channels continues to accelerate. Lantu Auto's 51st direct sales channel - Lantu Space Beijing Qinghe Wanxianghui Store has opened. So far, Lantu Auto has deployed 4 direct sales stores in Beijing, distributed in two densely populated business districts, Chaoyang and Haidian. According to the official statement, in 2022, Lantu Automobile will complete more than 100 Lantu spaces nationwide to achieve more efficient and convenient services.
4. Recently, Evergrande New Energy Vehicle Group held a mobilization meeting to "work hard for three months and realize mass production of Hengchi 5". At the meeting, Xu Jiayin said, "The Automobile Group must work day and night, work hard, and work hard for three months. On June 22, it is necessary to achieve mass production of Hengchi 5, laying a solid foundation for the healthy and sustainable development of Evergrande's automobile industry." It is reported that the new car plans to be launched in the third quarter of this year and start delivering.
5. Recently, Porsche CEO Oliver Bloom said in his annual report that by 2030, the company plans to account for 80%. In order to achieve this goal, Porsche will build a self-operated charging system on the basis of maintaining cooperation with third-party charging partners.
6. According to Xiaomi Group’s financial report, since the announcement of the car manufacturing plan in March 2021, Xiaomi’s smart electric vehicle business has made more progress than expected. As of now, the scale of the automotive business R&D team has exceeded 1,000 people, and will continue to expand R&D in core areas such as autonomous driving and smart cockpits in the future; it is expected to be officially mass-produced in the first half of 2024.
7. On the evening of March 22, GAC Group announced that it plans to jointly establish GAC Energy Ecological Technology Co., Ltd. (tentative name) with its subsidiary GAC Aion. Focusing on the national dual carbon strategic goal, it will build a charging, replacement and storage energy supply ecosystem and battery recycling ecosystem, build a smart and efficient energy cloud platform, and promote the research of energy storage system technology, "vehicle-station-network" collaborative interaction of smart charging and replacement service technology and product development and application. The total investment of the
project is 4.96 billion yuan, and the company's registered capital is 1 billion yuan (injected in 3 years). Among them, GAC Group and its subsidiary GAC Aian New Energy Vehicle Co., Ltd. invested 550 million yuan and 450 million yuan respectively according to the shareholding ratio.
3. Industry
1. Recently, the National Development and Reform Commission issued the "Medium- and Long-term Plan for the Development of the Hydrogen Energy Industry (2021-2035)", which mentioned that in the next 13 years, my country's development plan for hydrogen fuel cell vehicles:
The plan mentioned that by 2025, the number of fuel cell vehicles will be held by about 50,000, and a number of hydrogen refueling stations will be deployed.The hydrogen production volume of renewable energy reaches 100,000 tonnes/year, becoming an important part of new hydrogen energy consumption, achieving 1-2 million tonnes/year reduction in carbon dioxide emissions.
After another five years of development, by 2030, a relatively complete hydrogen energy industry technological innovation system, clean energy hydrogen production and supply system will be formed, with a reasonable and orderly industrial layout, and the hydrogen production of renewable energy will be widely used, which will strongly support the realization of the carbon peak goal.
By 2035, a hydrogen energy industry system will be formed and a diversified hydrogen energy application ecosystem covering transportation, energy storage, industry and other fields will be built. The proportion of hydrogen production in renewable energy in terminal energy consumption has increased significantly, playing an important supporting role in the green transformation and development of energy.
2. According to reports, under the bullish raw materials market, the recycling price of used batteries has also risen. At present, the discount coefficient of ternary materials recycling has jumped from around 30% off in the middle of last year to 140%, and lithium iron phosphate positive electrode waste powder has even increased in one month.
3. On March 23, the Shenzhen Municipal Bureau of Commerce released the 2022 "old for new" car purchase reward project. Consumers who purchase eligible cars from car dealers participating in the event through the "old trade-in" method can apply for government reward funds, of which 5,000 yuan will be rewarded with a price of more than 300,000 yuan (inclusive) and 3,000 yuan will be rewarded with a price of more than 300,000 yuan, and a unified reward of 5,000 yuan will be rewarded with a price of more than 300,000 yuan.
4. On March 23, Youpao Technology and NVIDIA announced their joining hands: Youpao UP Super Chassis will use the NVIDIA DRIVE Hyperion AV platform architecture to create its high-performance automotive brain (HPVC, High Performance Vehicle Computer). Integrating NVIDIA DRIVE Orin system-level chip capabilities, Youpa HPVC has become the industry's first open automotive supercomputing platform with flexible computing power.
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