Workflow
乘联分会
icon
Search documents
【联合发布】一周新车快讯(2025年9月27日-10月10日)
乘联分会· 2025-10-10 09:43
Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models from various manufacturers, detailing their specifications, market segments, and expected launch dates. Group 1: Upcoming Vehicle Models - Changan Mazda's EZ-60 is set to launch on September 26, 2025, categorized as a B SUV with a price range of 119,900 to 160,900 CNY [10]. - Volvo's XC70 will also debut on September 26, 2025, classified as a C SUV, with prices ranging from 416,900 to 496,900 CNY [18]. - GAC Motor's Chuanqi Xiangwang S7 is scheduled for release on September 27, 2025, in the C SUV segment, priced between 159,800 and 179,800 CNY [26]. - FAW-Volkswagen's Golf will launch on September 27, 2025, as an A HB with a price range of 129,900 to 158,900 CNY [34]. - BYD's Fangchengbao Titanium 3 is expected to be available on September 27, 2025, as an A SUV, priced at 149,800 CNY [90]. Group 2: Specifications and Features - The Changan Mazda EZ-60 features a 1.5L range extender engine and EVT transmission, with a maximum power output of 72 kW and a torque of 190 Nm for the electric motor [10]. - The Volvo XC70 is equipped with a 1.5T plug-in hybrid engine, offering a power output of 120 kW and a torque of 255 Nm [18]. - GAC Motor's Chuanqi Xiangwang S7 utilizes a 1.5T plug-in hybrid engine, delivering 118 kW and 220 Nm of torque [26]. - FAW-Volkswagen's Golf is powered by a 1.5T engine, producing 118 kW and 250 Nm of torque [34]. - The BYD Fangchengbao Titanium 3 is a pure electric vehicle with a range of 501 km and a power output of 160 kW [90]. Group 3: Market Segmentation - The vehicles are categorized into various segments, including A SUV, B SUV, C SUV, and A HB, indicating a diverse offering to cater to different consumer preferences [10][18][26][34][90]. - The pricing strategy reflects the competitive landscape, with models positioned to attract a range of buyers from budget-conscious consumers to those seeking premium features [10][18][26][34][90].
【新能源周报】新能源汽车行业信息周报(2025年9月29日-10月5日)
乘联分会· 2025-10-10 09:43
Industry Information - National Grid will explore issuing highway charging coupons during the National Day and Mid-Autumn Festival holidays to guide users to avoid long-duration trickle charging [9] - CATL plans to build 100 chocolate battery swap stations in Hainan over the next three years, significantly enhancing the coverage of battery swap networks across the island [10] - The Ministry of Industry and Information Technology will further deepen cooperation in the automotive industry, supporting collaboration in capital, technology, management, and talent [10] - The electric vehicle and battery industry has become a new hotspot for cooperation between China and Nordic countries, with trade between China and the five Nordic countries reaching $53.17 billion in 2024, an increase of 8.5% [11] - The World New Energy Vehicle Development Organization has been established to promote the green and intelligent transformation of the automotive industry [12] - China's fuel cell vehicle demonstration scale has exceeded 20,000 units, with 200 hydrogen stations built, marking the initial commercialization of fuel cell vehicles [13] - During the National Day and Mid-Autumn Festival holidays in 2025, the charging volume for new energy vehicles reached a historical high, with a 51.33% year-on-year increase in charging volume on highways [20] Policy Information - Shenzhen is soliciting opinions on a work plan to promote stable growth in the new energy vehicle industry by 2025 [23] - Chengdu has issued implementation measures for central energy-saving and emission reduction subsidy funds for charging infrastructure [27] - Hebei's Cangzhou has released a three-year action plan for public charging infrastructure construction [30] - Gansu's Lanzhou has published a plan for the construction of new energy vehicle charging infrastructure from 2023 to 2025 [31] - Hangzhou has announced the suspension of the automobile replacement subsidy policy starting from October 9, 2025 [33] - Shanxi has suspended the automobile replacement and electric bicycle trade-in subsidies starting from October 9, 2025 [35] - Hainan has also suspended the automobile replacement subsidy policy starting from October 6, 2025 [37] Company Information - NIO has achieved battery swap coverage in over 1,200 districts and counties across multiple provinces [39] - Xiaomi's charging map now covers over 1.5 million charging piles, including 120,000 supercharging piles [39] - Seres has completed the payment for the acquisition of a 10% stake in Shenzhen Yiwang Intelligent Technology Co., Ltd. from Huawei, totaling 11.5 billion yuan [40] - Xiaomi has opened 32 new stores in September, bringing the total to 402 stores across 119 cities [40] - Seres' stock price has surged over 8%, reaching a market capitalization of 280 billion yuan, driven by strong sales of its models [40] - Beijing Hyundai has named its first pure electric platform SUV "EO Yiou" [40] - XPeng Motors has signed strategic cooperation agreements with leading dealers in Morocco and Tunisia, expanding its presence in Africa [40] - Li Auto has launched a "safety net" plan for users affected by the upcoming changes in the new energy vehicle purchase tax policy [40] - Great Wall Motors plans to unveil its first supercar by the end of 2026 [40]
【行业政策】一周要闻回顾(2025年9月29日-10月5日)
乘联分会· 2025-10-09 08:44
Core Viewpoint - The article discusses the recent public solicitation for opinions on five automotive industry standards, including specifications for aluminum alloy steering knuckles and air suspension aluminum storage tanks, aimed at enhancing product quality and safety in the automotive sector [4][5][6][7]. Group 1: Automotive Standards Overview - The five automotive industry standards include specifications for aluminum alloy steering knuckles, torque limiters, suspension thrust rods for medium and heavy commercial vehicles, air suspension aluminum storage tanks, and aluminum subframes for passenger vehicles [4][5][6][8]. - The solicitation for opinions is open until November 10, 2025, allowing stakeholders to provide feedback on the proposed standards [4][5]. Group 2: Air Suspension Aluminum Storage Tank Standard - The standard for air suspension aluminum storage tanks includes terminology, technical requirements, and testing methods, aiming to guide domestic automotive enterprises in product development [5]. - This standard addresses the safety and reliability of air suspension systems, which are critical for vehicle safety, thereby reducing the risk of accidents due to tank failures [5]. Group 3: Torque Limiter Standard - The torque limiter standard fills a gap in the industry by providing unified definitions, technical requirements, and testing methods for torque limiters used in electric and hybrid vehicles [7]. - This standard supports the development of new energy vehicles and enhances the quality of products in the sector, promoting technological advancement and industry communication [7]. Group 4: Medium and Heavy Commercial Vehicle Standards - The standard for medium and heavy commercial vehicle suspension thrust rods establishes terminology, technical requirements, and testing methods, addressing a significant gap in the product development and evaluation metrics [8][9]. - The implementation of this standard is expected to improve the overall technical level of the automotive industry [9]. Group 5: Electrical and Electronic Equipment Standards - The article also mentions the solicitation for opinions on standards related to electrical and electronic equipment protection levels (IP codes) and static discharge testing methods, which are crucial for enhancing the electromagnetic compatibility of automotive products [10][15]. - These standards aim to improve the reliability of electrical and electronic components in vehicles, supporting the transition towards electric and intelligent vehicles [12][16].
【乘联分会论坛】2025年8月乘用车区域市场流向分析
乘联分会· 2025-10-09 08:44
Core Viewpoint - The article discusses the evolving structure of the regional automotive market in China, highlighting the "strong North, weak South" trend, driven by government policies and changing consumer preferences, particularly in the context of electric vehicles and economic recovery in certain regions [2][5]. Regional Market Trends Analysis - The automotive market in China is characterized by a persistent "strong North, weak South" pattern, with the Northern market showing a 5.7% increase in market share from 2022 to 2025, despite a slight decline of 0.2% in August 2025 compared to the previous year [5]. - The Northeast region has shown consistent growth, maintaining a high market share of 6.8% in August 2025, while Southern regions like East China and South China have experienced significant declines [2][5]. - The Central region's market has improved, with a 1.5% increase in market share in August 2025 compared to the previous year, indicating a recovery trend [5]. Policy Impact on Regional Structure - Government subsidy policies have significantly influenced the market, particularly benefiting low-end and economic vehicles, with A00 and A0 class electric vehicles performing well in Northern regions [2][5]. - The article notes that the policy's fairness is evident as it encourages the development of small and micro electric vehicles, which is crucial for widespread adoption [2][5]. Market Structure Changes - The demand for SUVs is notably strong in the Central and Western regions, attributed to the geographical terrain, while the Eastern regions show a preference for electric vehicles, particularly in flat areas [7][8]. - The overall structure of the automotive market is shifting, with a notable increase in the share of electric vehicles, especially in regions like Hainan and Guangxi, where the penetration rate has reached around 60% [8][9]. New Energy Market Structure Analysis - The new energy vehicle market is performing well, with significant growth in both pure electric and plug-in hybrid vehicles, particularly in Northern regions where traditional fuel vehicles still dominate [8][9]. - The penetration rate of new energy vehicles in Eastern regions exceeds 50%, while the demand for traditional fuel vehicles remains high in the Central and Western regions, where they account for approximately 60% of the market [8][9].
【快讯】每日快讯(2025年10月9日)
乘联分会· 2025-10-09 08:44
Domestic News - During the National Day and Mid-Autumn Festival holiday, the average daily sales revenue of consumption-related industries in China increased by 4.5% year-on-year, with goods and service consumption growing by 3.9% and 7.6% respectively [5] - From October 1 to 3, the charging volume on highways in China increased by 51.33% year-on-year, reaching 43.81 million kilowatt-hours, which is 2.54 times the average daily charging volume [6] - Hainan Province announced the suspension of the 2025 automobile replacement subsidy policy starting from October 6, 2025, affecting new car purchases after this date [7] - Wenzhou, Zhejiang Province, will also suspend the automobile replacement subsidy policy starting from October 10, 2025 [8] - Geely Auto plans to implement a share repurchase program with a maximum amount of HKD 2.3 billion, aiming to optimize capital structure and enhance earnings per share [9] - BYD has commenced electric vehicle sales in Argentina, taking advantage of the country's removal of import tariffs on electric and hybrid vehicles [10] - Leap Motor will launch its sales in Brazil in November, starting with the B10 and C10 models [11] - Three Hongqi ceremonial vehicles have been exported to the UAE for diplomatic receptions, marking a significant milestone for the brand in the Middle East [12] International News - In India, passenger car retail sales increased by 5.8% year-on-year in September, driven by GST incentives and promotional schemes from manufacturers [13] - Toyota plans to launch pure electric vehicles equipped with all-solid-state batteries between 2027 and 2028, in collaboration with Sumitomo Metal Mining [14] - Mercedes-Benz is developing an advanced mobile charging vehicle, currently in the experimental stage, which features multiple charging interfaces and aims to explore the limits of charging technology [15] - Tesla has introduced budget versions of the Model 3 and Model Y, priced at $36,990 and $39,990 respectively, targeting a broader consumer base [16] Commercial Vehicles - BYD has established its first electric bus battery after-sales service center in the UK, marking a commitment to the UK market [18] - BAIC Foton's first CKD pickup model has successfully rolled off the production line in South Africa, showcasing the company's localization efforts [19] - MG has launched a new commercial vehicle brand at the BusWorld Brussels, focusing on high-end electric commercial vehicles [20] - Suzhou King Long showcased three new electric buses at the BusWorld, emphasizing the transition from manufacturing to intelligent and high-end solutions [21]
中国汽车流通协会乘用车市场信息联席分会祝业界同仁中秋佳节福顺安康!
乘联分会· 2025-10-06 02:07
Group 1 - The article emphasizes the importance of the automotive industry in China and highlights the role of the China Automobile Dealers Association in providing valuable market information and research [4][6]. - It discusses the objectives of the association, which include serving automotive enterprises and contributing to the development of the Chinese automotive industry [6]. - The association is positioned as a leading platform for automotive information exchange and industry research, focusing on professionalism, sharing, efficiency, and innovation [6].
中国汽车流通协会乘用车市场信息联席分会与业界同仁共庆祖国华诞!
乘联分会· 2025-10-01 02:10
Core Viewpoint - The article emphasizes the importance of the automotive industry in China, highlighting its growth potential and the role of the China Automobile Circulation Association in facilitating industry development [3]. Group 1 - The China Automobile Circulation Association aims to serve automotive enterprises and contribute to the development of the Chinese automotive industry [6]. - The association is recognized as a valuable platform for automotive information exchange and industry research [6]. - The core values of the association include professionalism, sharing, efficiency, and innovation [6].
【快讯】每日快讯(2025年9月30日)
乘联分会· 2025-09-30 09:36
Domestic News - In the first eight months of 2025, state-owned enterprises reported total profits of 27,937.2 billion yuan, a year-on-year decrease of 2.7% [5] - In August, the value added of major equipment manufacturing and high-tech manufacturing industries grew by 8.1% and 9.3% year-on-year, respectively, outpacing the overall industrial growth rate by 2.9 and 4.1 percentage points [6] - The total import and export value of automotive goods in August was 25.81 billion USD, with exports amounting to 21.64 billion USD, a year-on-year increase of 13.2% [7] - The electric vehicle and battery industries have become new hotspots for economic cooperation between China and Nordic countries, with several Chinese EV brands successfully entering Nordic markets [8] - Beijing Hyundai's first pure electric platform SUV has been named "EO羿欧" [10] - Dongfeng Motor's new generation Mahle power engine has achieved a thermal efficiency exceeding 48%, setting a new industry record [11] - Chery's O&J division plans to launch three new models in Thailand, including the OMODA C3 EV next year [12] - CATL plans to build 100 battery swap stations in Hainan over the next three years to enhance the battery swap network coverage [13] International News - California has 201,180 public and shared EV charging stations, surpassing the number of gas pumps by 68% [14] - Ford and GM are working together to extend the $7,500 EV tax credit by allowing dealers to lease vehicles purchased before the credit expires [15] - Toyota's global sales in August increased by 2.2% year-on-year, driven by strong demand in the U.S. market [16] - Tesla is preparing to enter the Colombian market, with job postings indicating plans for operations in Medellin and Bogota [17] Commercial Vehicles - Xiamen Golden Dragon has been selected as one of the first national-level manufacturing digital transformation promotion centers [18] - BYD's Hungarian factory has produced its 1,000th electric bus, marking a significant milestone in local production [19] - Times Automotive celebrated the production of its 6.8 millionth vehicle, highlighting its long-standing success in the commercial vehicle sector [20] - Jianghuai New Energy's pickup trucks participated in the FIA Eco Rally Cup, showcasing China's technological strength in new energy vehicles [21]
【新能源周报】新能源汽车行业信息周报(2025年9月22日-9月28日)
乘联分会· 2025-09-30 09:36
Industry Information - In Guangdong, the production of new energy vehicles increased by 21.9% from January to August 2025, with the manufacturing sector growing by 2.6% overall [9] - Chongqing is accelerating the high-quality development of the automotive industry, achieving a 7.6% increase in total vehicle production and over 31% in new energy vehicle production from January to August 2025 [9] - CATL signed a strategic cooperation agreement with the People's Government of Milin City, focusing on clean energy projects and zero-carbon infrastructure [9][10] - The penetration rate of combined driving assistance systems in new passenger cars in China exceeded 60%, with sales reaching 7.76 million units from January to July 2025 [11][12] - China is making significant strides in the global new energy vehicle market, contributing 63% of global sales in Q2 2025 [15] Policy Information - The Ministry of Industry and Information Technology (MIIT) is optimizing tax incentives for new energy vehicles, including vehicle purchase tax and vessel tax [22] - Beijing is promoting the "vehicle-road-cloud integration" infrastructure to support advanced autonomous driving and enhance the automotive industry's development [13] - Local governments, such as Lanzhou and Zhengzhou, are offering substantial subsidies for new energy vehicle purchases to stimulate market demand [28][29] Company Information - Great Wall Motors officially named its first pure electric SUV "Ora 5," featuring a 150kW motor and a battery from Honeycomb Energy [35] - Li Auto restructured its autonomous driving department, expanding from three to eleven sub-departments to enhance technology development and product delivery [36] - Xiaomi's investment fund has acquired a stake in Qichip Microelectronics, a developer of automotive controller chips [11] - NIO's cumulative vehicle deliveries have surpassed 800,000 units, indicating strong market performance [38] - Xpeng Motors has launched its first batch of charging stations in Singapore, Malaysia, and Thailand, expanding its international presence [37]
【联合发布】2025年8月乘用车智能化指数为35.7
乘联分会· 2025-09-30 09:36
Core Insights - The article discusses the Passenger Car Intelligence Index, which monitors the development of smart features in domestic passenger vehicles and predicts future trends based on historical data [4][12]. Group 1: Passenger Car Intelligence Index Overview - As of August 2025, the Passenger Car Intelligence Index stands at 35.7, with a month-on-month increase of 1.5 units, marking a historical high [12]. - The index comprises three sub-indices: Smart Cockpit Index (38.0), Smart Driving Index (39.9), and External Intelligence Index (18.3) [4][8][10]. - The Smart Driving Index reached a new high for the year, reflecting a month-on-month growth of 1.5 units [10]. Group 2: Market Performance and Trends - In August 2025, retail sales of passenger cars reached 2.018 million units, showing a year-on-year growth of 5.9% and a month-on-month increase of 9.5% [12]. - The retail sales of new energy vehicles amounted to 1.115 million units, with a year-on-year increase of 8.8% and a month-on-month rise of 13.0% [12]. - The increase in the intelligence index is attributed to several factors, including government policies, new model launches, and rising consumer demand [12]. Group 3: Future Expectations - The article anticipates a steady increase in the Passenger Car Intelligence Index from September to December 2025, driven by the end of the market off-season, ongoing policy support, and accelerated technological iterations [12]. - The index will be adjusted based on the characteristics of each sub-index to better reflect market dynamics [12]. Group 4: Index Composition and Calculation - The Passenger Car Intelligence Index is calculated using a weighted formula that includes the Smart Cockpit Index, Smart Driving Index, and External Intelligence Index [14]. - Each sub-index reflects the market performance of vehicles meeting specific smart criteria, with the Smart Cockpit and Smart Driving being the primary focus areas due to their direct impact on user experience [17][18]. Group 5: Weighting Factors - The Smart Cockpit has a weight of 47.5%, emphasizing its immediate influence on user experience [18]. - The Smart Driving holds a weight of 37.5%, indicating its long-term transformative potential for the automotive industry [18]. - The External Intelligence Index is weighted at 15.0%, representing its emerging role in enhancing vehicle interaction with the environment [19].