Domestic News - Great Wall Motors plans to establish a research and development center and manufacturing base in Brazil, initially producing three models with a capacity of 50,000 units, aiming to increase to 100,000 units in the future to serve the Latin American market [2] - General Motors announced a restructuring of its high-end import vehicle platform, Daolang, due to significant changes in the economic landscape, with import vehicle sales accounting for less than 0.1% of its total sales in China [3] - Geely's product plan for 2025 includes the launch of two new models in Q2 and Q3, alongside the recently launched Galaxy Star 8, with a flagship SUV debuting in Milan [4] - Zeekr and Lynk & Co also revealed their 2025 product plans, with new models set to launch in the upcoming quarters [4] - Xiaojuchongdian announced an investment of over 100 million yuan to upgrade charging facilities, aiming to enhance fast charging capabilities [5] - Zeekr 007GT has reached a production milestone with the delivery of its 10,000th unit, available in four variants priced between 202,900 to 262,900 yuan [6] - CATL's market share in the power battery installation volume has decreased by 4.77%, despite maintaining the top position in the industry, amidst a growing market with a total installation volume of 184.3 GWh, a 52.8% year-on-year increase [7] - Neusoft Ruichi is leading a project focused on key technologies and applications for intelligent driving systems in new energy vehicles, aiming for breakthroughs in software systems [8] Foreign News - Uber announced a partnership with Volkswagen to provide fully electric shared autonomous rides, set to launch in early 2026 in Los Angeles [9] - North American automotive production is projected to decrease by approximately 126,000 units in Q2 due to tariffs, reflecting the impact of economic policies on the industry [10] - In Canada, electric vehicle sales plummeted nearly 45% year-on-year in March, following the government's termination of EV purchase subsidies [11] - Lucid plans to accelerate its expansion in Europe and the Middle East this year, aiming to double its production capacity following the launch of its first electric SUV, Gravity [12] Commercial Vehicles - GAC's Lingcheng discussed opportunities for new energy commercial vehicles in Brazil with a delegation from the Brazilian Ministry of Transport [13] - Ruipu Lanjun launched new battery products for commercial vehicles, including a 324Ah Pro version, addressing industry pain points with lightweight design and lifecycle cost advantages [14] - DeepWay signed a distribution agreement in Thailand, marking a significant step in expanding its presence in the Southeast Asian market [15] - Yutong has established a fleet of over 28,000 vehicles in Latin America, solidifying its position as a leading Chinese bus brand in the region [16]

| | 目录 | | | | | | --- | --- | --- | --- | --- | --- | | | 序号 生产厂商 | 子车型 | 上市时间 细分市场及车身结构 | | 工程更改规模 | | 银河 星耀8 | 1 吉利汽车 | | 2025 / 05 / 09 | C NB | NP | | | 2 吉利汽车 | 博越L | 2025 / 05 / 13 | A SUV | MCE2-1 | | | 3 智己汽车 | 智己 L6 | 2025 / 05 / 13 | C NB | MCE2-1 | | | 4 长城汽车 | 흘피8 | 2025 / 05 / 13 | C MPV | MCE2-1 | | | 5 长城汽车 | 高山9 | 2025 / 05 / 13 | C MPV | MCE2-1 | | | 6 零跑汽车 | 零跑 C10 | 2025 / 05 / 15 | B SUV | MCE3 | | | 7 长安汽车 | 启源 Q07 | 2025 / 05 / 16 | B SUV | NM | | | 注:工改授定义 全新产品(MP):全新上市车型,车型名称是全新的。 小 ...

Core Viewpoint - The article highlights the strong growth and performance of the pickup truck market in China, emphasizing production, sales, and export trends, as well as the rise of new energy pickups. Production and Sales - In April 2025, national pickup production reached 52,000 units, an increase of 18.8% year-on-year compared to April 2024. From January to April 2025, production totaled 184,000 units, up 12.2% year-on-year [2] - April 2025 sales of pickups were 50,000 units, reflecting a year-on-year increase of 13.6%, although a month-on-month decrease of 12.6%. Cumulatively, sales from January to April 2025 reached 188,000 units, a year-on-year increase of 8.6, marking a historical high [2] - Great Wall Motors continues to lead the domestic pickup market, with strong performances from Jiangling Motors, Zhengzhou Nissan, and Jiangxi Isuzu, maintaining a "one strong, three strong" market structure [2] Regional Demand - The main demand for pickups is concentrated in the Southwest and Northwest regions, accounting for approximately 48% of total demand in April 2025. The Southwest region showed particularly strong demand [2] Export Trends - In 2024, China exported a total of 233,000 pickups, marking a growth rate of 76%. In April 2025, exports reached 24,000 units, a year-on-year increase of 20% and a month-on-month increase of 22% [3] - The export share of pickups in total sales was 45% in 2024 and remained high at 44% in April 2025. The strong growth in exports is attributed to the previous supply-demand gap in international markets [3] New Energy Pickups - In 2024, sales of new energy pickups reached 12,500 units, a year-on-year increase of 59%. In April 2025, sales were 2,300 units, showing a significant year-on-year growth of 127% [4] - The cumulative sales of new energy pickups from January to April 2025 reached 8,600 units, an increase of 168% compared to the same period last year [4] - The market for electric pickups is expected to grow rapidly to meet both domestic and international demand, with notable sales from brands like Geely and Changan [4] Market Rankings - In April 2025, the top five pickup manufacturers by sales were Great Wall Motors (17,500 units), Jianghuai Automobile (6,165 units), SAIC Maxus (5,845 units), Jiangling Motors (5,016 units), and Zhengzhou Nissan (4,063 units) [7][8]

Core Viewpoint - The article discusses the April 2025 inventory survey results from the China Automobile Dealers Association, highlighting a decrease in the comprehensive inventory coefficient, indicating a reasonable inventory level below the warning line [2][3]. Group 1: Inventory Trends - In April 2025, the comprehensive inventory coefficient for automobile dealers was 1.41, reflecting a month-on-month decrease of 9.6% and a year-on-year decrease of 17.1%, indicating a healthy inventory level [2][3]. - The total inventory of automobile dealers at the end of April was approximately 2.47 million vehicles, showing a decline from the previous month [6]. Group 2: Brand-Specific Inventory Changes - The inventory coefficient for high-end luxury and imported brands was 1.33, down 23.1% month-on-month; for joint venture brands, it was 1.37, down 21.7%; while the inventory coefficient for domestic brands rose to 1.47, an increase of 7.3% [7]. Group 3: Market Outlook and Recommendations - The article expresses cautious expectations for market demand in May 2025, suggesting that dealers should rationally estimate actual market demand and enhance promotion of trade-in and scrapping policies to boost consumer confidence [8]. - The article notes that various regions are hosting large auto shows during the "May Day" holiday, which, along with government incentives, is expected to accelerate car purchase demand [8].

Overall Market Price Index - The overall market price index for March 2025 shows a decrease of 1.08, with an average transaction price of 156,800 yuan, reflecting an increase of 7,566 yuan or 5.07% month-on-month [3][4] - The transaction prices across major segments have increased, with the SUV and sedan markets narrowing their market share [3][4] Sedan Market - The sedan market price index for March is -0.15, with an average transaction price of 133,300 yuan, which is an increase of 6,075 yuan or 4.78% from the previous month [3] - The B-class segment has seen an increase in sales proportion, while the A00 and A-class segments are experiencing a downward trend [3] SUV Market - The SUV market price index for March is -4.77, with an average transaction price of 172,300 yuan, reflecting an increase of 7,580 yuan or 4.66% month-on-month [3] - The A-class remains the dominant segment, but the B-class market share has significantly increased [3] MPV Market - The MPV market price index for March is -0.27, with an average transaction price of 273,300 yuan, which is an increase of 3,281 yuan or 1.22% from the previous month [4] - The sales share in the 100,000 to 300,000 yuan price range continues to rise [4] Overall Market Discount Index - The overall market discount index for March is 0.3, with an average discount of 28,300 yuan, which is an increase of 1,233 yuan or 4.6% month-on-month [4] - Discounts in the sedan and MPV segments have notably increased [4] New Energy Vehicle Market Price Index - The overall new energy vehicle market price index for March is -4.04, with an average transaction price of 156,400 yuan, reflecting an increase of 6,791 yuan or 4.5% month-on-month [5][7] - The SUV segment has shown a significant increase in sales share [7] New Energy Sedan Market - The new energy sedan market price index for March is -0.09, with an average transaction price of 120,400 yuan, which is an increase of 3,645 yuan or 3.1% from the previous month [7] - Sales shares across various segments remain stable, with price increases in all segments except for the B-class [7] New Energy SUV Market - The new energy SUV market price index for March is -3.91, with an average transaction price of 185,000 yuan, reflecting an increase of 5,181 yuan or 2.9% month-on-month [7] - The B-class market share has significantly increased [7] New Energy MPV Market - The new energy MPV market price index for March is -0.9, with an average transaction price of 331,800 yuan, which is an increase of 4,301 yuan or 1.3% from the previous month [7] - The sales shares for vehicles priced above and below 300,000 yuan remain relatively stable [7] Overall New Energy Market Discount Index - The overall new energy market discount index for March is 0.68, with an average discount of 11,200 yuan, which is a decrease of 180 yuan or 1.6% month-on-month [8] - The MPV market has seen a significant increase in discount levels [8]

Domestic News - Tesla's Shanghai factory achieved a record high export of nearly 30,000 Model 3 and Model Y vehicles in April, marking the highest monthly export volume in the past 12 months. The total registrations of Tesla vehicles in South Korea increased by 80% year-on-year since entering the market at the end of 2023 [7] - WeRide launched eight autonomous driving service demonstration routes in downtown Guangzhou, establishing a 24-hour autonomous ride-hailing service network covering major landmarks and transportation hubs [8] - Zeekr officially launched its luxury SUV, Zeekr 7X, in the Netherlands, Norway, and Sweden, with prices ranging from €52,990 to €62,990 (approximately 425,000 to 505,000 RMB) [9] - Geely entered the Polish market through a partnership with Ample Auto, planning to sell its all-electric SUV EX5 starting in Q3 2025 [10] - Chery released its "Guardian" smart safety system, showcasing its commitment to safety technology through various crash tests [11][12] - Avita delivered over 100 vehicles in the UAE, achieving a market share of 8.25% since its launch in January 2025 [13] - GAC Group is restructuring its R&D system to enhance product development success rates, aiming for 2 million sales of its self-owned brands by 2027 [14] - Top Group completed a strategic acquisition of Wuhu Changpeng Automotive Parts Co., Ltd. for 330 million RMB, enhancing its competitiveness in automotive interior and NVH fields [15] International News - Hyundai broke ground on its first manufacturing plant in the Middle East in Saudi Arabia, with an annual production capacity of 50,000 vehicles, including electric and internal combustion engine models, set to begin in Q4 2026 [16] - Vermont, USA, paused its electric vehicle sales requirements, reflecting concerns over the feasibility of California's zero-emission regulations [17] - General Motors partnered with LG Energy Solution to commercialize lithium manganese-rich (LMR) square batteries for future electric trucks and full-size SUVs [18] - HCL and Foxconn received approval for a joint chip factory project in Uttar Pradesh, India, with an investment of approximately $435 million, aiming to produce display driver chips [19] Commercial Vehicles - Geely and partners established a new company focused on alcohol-hydrogen electric commercial vehicles, with a registered capital of 100 million RMB [20] - Daimler Trucks reported strong performance in Q1 2025 despite macroeconomic uncertainties, with adjusted EBIT of €1.11 billion and a sales return rate of 9.6% [21] - Shandong Heavy Industry's Weichai Group signed a strategic cooperation agreement with CRRC to collaborate on vehicle and key component development [22] - Foton successfully shipped its first batch of 300 Truck Mate micro trucks to the South African market, expanding its product offerings in the region [23]

点 击 蓝 字 关 注 我 们 本文全文共 1090 字，阅读全文约需 3 分钟 2025年5月7日，中国汽车流通协会和精真估联合发布了《2025年4月中国汽车保值率研究报告》。通过保 值率研究旨在反映品牌的产品力、认知度、美誉度等综合实力，对未来开展回购、置换、租赁、金融、新 车定价参考等相关业务提供重要数据参考，从而降低业务风险，提升经营效率 。 通过保值率数据来关注过去市场环境、行业动向、企业发展和保值率之间的关系，同时在微观层面也 能反映该品牌的产品力、认知度、美誉度等综合实力。本榜单保值率价格数据采用良好车况下的二手车销 售价（B2C）进行计算 。 政策方向 地方政策支持置换更新 外牌车在上海非常普遍，这类消费者有真实的用车需求，也具备一定的消费潜力。本次补贴政策是对 国家"两新"政策的贯彻落实。《实施细则》首先有利于本地经销商的新车销售，其次有利于二手车的外迁 交易。文件的发布与上海车展时间相近，对2025年车市形成了确定的增量预期 。 热点事件 电动车安全标准提高 从用户角度来看，电池安全是头等大事。"不起火、不爆炸，烟气不对乘员造成伤害"是广大消费者的 真实需求，也是安全底线。从行业角度来看， ...

点 击 蓝 字 关 注 我 们 本文全文共 3713 字，阅读全文约需 12 分钟 目录 国内新闻 1.四川:支持企业攻关载人eVTOL、飞行汽车等整机产品 2.红旗E702项目平台车首车于研发总院成功试制下线 3.广汽昊铂与极氪能源达成合作 接入300座极氪充电站 4.奇瑞全球开源计划首个海外协同创新中心落地 5.广汽集团宣布将在巴西设立研发中心 6.长城汽车巴西工厂今年7月投产 确认生产三款车型 7.上汽通用五菱进军马来市场 五菱缤果/东盟之光亮相 8.小鹏汽车宣布进入意大利市场 已成功进驻欧洲十余国 国外新闻 1.全球4月电动汽车销量同比增长29% 2.英国与印度达成贸易协议 捷豹路虎或受益 3.本田推迟加拿大电动车投资计划约两年 4.通用汽车与LG新能源共同开发新型电池 商用车 1. 深圳2025老旧货车报废更新补贴开始申报 国内新闻 1 2. DeepWay深向推出星辰二代与星途新能源重卡 3. 欧曼银河系列重卡江苏上市 4. 4月市占率位居首位 比亚迪轻型商用车领跑意大利市场 四川:支持企业攻关载人eVTOL、飞行汽车等整机产品 时间:2025.5.14 来源:财联社汽车早报 四川省发展和改革委员 ...

Core Viewpoint - The article discusses the proposed revisions to mandatory national standards for passenger vehicle fuel consumption and electric vehicle energy consumption, emphasizing the need for stricter regulations to enhance energy efficiency and support carbon reduction goals [4][5][16]. Summary by Sections Introduction of New Standards - The Ministry of Industry and Information Technology is soliciting opinions on four mandatory national standards, particularly focusing on the "Evaluation Methods and Indicators for Fuel Consumption of Passenger Cars" and "Energy Consumption Limits for Electric Vehicles" [4][5]. Changes in Fuel Consumption Evaluation Methods - The new standard replaces GB 27999-2019 and introduces a transition period of over six months, with implementation starting from January 1, 2026. It applies to M1 class vehicles, including various fuel types [5][7]. - Key changes include the definition of average fuel consumption for traditional energy passenger vehicles and average CO2 emissions for enterprises [7]. Determination of Fuel Consumption - The method for determining vehicle fuel consumption has been revised, with specific guidelines for different types of hybrid and electric vehicles, utilizing the Worldwide Harmonized Light Vehicles Test Procedure (WLTP) [8][9]. Fuel Consumption Targets and CO2 Emissions - The new standard sets a comprehensive target for passenger vehicle fuel consumption by 2030, with specific calculations for vehicles with different seating capacities. It also introduces a method for calculating average CO2 emissions for enterprises [10][11]. Annual Requirements for Average Fuel Consumption - From 2026, the ratio of average fuel consumption to target values will be strictly regulated, with decreasing percentages each year until reaching 100% in 2030 [11][13]. Calculation of Average Fuel Consumption for Traditional Energy Vehicles - The new standard includes a detailed calculation method for average fuel consumption of traditional energy vehicles, emphasizing stricter compliance with energy-saving policies [14][15]. Importance of Standard Revision - The revision is crucial for national energy security, supporting carbon peak goals by promoting advanced low-carbon technologies, and facilitating the automotive industry's transformation towards high-quality development [16]. Electric Vehicle Energy Consumption Limits - The new standard for electric vehicles replaces GB/T 36980-2018 and introduces significant changes, including the application and determination of type approval for energy consumption limits [17][18]. - It also establishes production consistency requirements and criteria for determining the same vehicle type [20][21]. Significance of Electric Vehicle Standards - The revised standards aim to promote energy efficiency and low-carbon development in electric vehicles, enhance technological advancements in the automotive industry, and curb the trend of vehicle size increase [22].

Group 1: Market Overview - From May 1 to 11, the national passenger car retail market sold 574,000 units, a year-on-year increase of 12% and a month-on-month increase of 34%. Cumulative retail sales for the year reached 7.446 million units, up 8% year-on-year [2][4] - In the same period, wholesale of passenger cars reached 464,000 units, a year-on-year increase of 25% but a month-on-month decrease of 2%. Cumulative wholesale for the year was 8.932 million units, up 12% year-on-year [2][7] - The retail penetration rate of new energy vehicles (NEVs) reached 51.3%, with retail sales of 294,000 units from May 1 to 11, marking a 32% year-on-year increase [2][4] Group 2: Consumer Behavior and Market Dynamics - The first week of May saw an average daily retail of 42,000 units, a year-on-year decrease of 11%, while the second week saw an increase to 61,000 units, a year-on-year increase of 30% [4][5] - The market is benefiting from national consumption promotion policies and active spring auto shows, which are expected to enhance market atmosphere and attract consumers [4][11] - The popularity of self-driving trips during the "May Day" holiday has increased, with personalized and low-cost travel options becoming more common, boosting consumer enthusiasm for NEVs [4][11] Group 3: Rural Market Potential - National census data indicates that 58% of households are car-free, with 65% of rural households lacking a vehicle, suggesting significant potential for car ownership growth in rural areas [8][9] - The average number of cars per 100 rural households was 40 in 2023, up from 26 in 2020, indicating a growing trend but still relatively low overall [8][9] Group 4: Pricing and Competition - The number of models with price reductions has significantly decreased, with only 14 models seeing price cuts in April 2025 compared to 41 in April 2024, indicating a cooling off of the price war [10][11] - Promotional activities for traditional fuel vehicles have decreased to 22.2%, while luxury vehicles reached 25.8%, reflecting a shift in market dynamics [10][11] Group 5: New Vehicle Launches - The introduction of new traditional fuel vehicles has slowed, while the number of new energy vehicles has increased significantly, with 32 new models launched in April 2025 compared to 18 in April 2024 [12] - The classification of new vehicles is becoming more complex, with many new models being positioned at lower tiers due to competitive pressures and market dynamics [12]