和我们一起重新思考汽车 关注 「电动车公社」 听起来有点绕，翻译一下就是特朗普近日签署了三项国会通过的决议，不让加州执行电动汽车销售强制 令，不让加州限制发动机排放，也需要加州放弃"2035年前停止销售纯燃油车"的计划。特朗普想通过这 种办法，为燃油车尤其是原油开采业务争取一条活路，但加州州长却抨击他是在"破坏我们的清洁空气， 同时也在削弱美国在全球的竞争力。" 美国11州提起诉讼，阻止特朗普废除2035电动车新政； 丰田章男连任丰田汽车董事长 ； 5月份的时候，美国众议院还通过了取消新电动汽车7500美元税收抵免，并对电动车征收每年250美元的 道路维修费用的法案，本质上都是美国新能源与燃油支持者们的博弈。废除与再废除之间的斗争或许永远 没有尽头，但留给美国经济和新能源发展的窗口期却已经不多了。 2 、 丰田章男连任丰田汽车董事长 近日，丰田汽车年度股东大会上，丰田章男以近97%的得票率成功连任，再次当选为董事长。 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源 圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 美国11州提起诉讼 阻止特朗普废除2035电 ...

Group 1 - Hozon New Energy has filed for bankruptcy due to a default on a 199 million yuan note [1] - Hozon has had four new equity freeze notifications, with 1 billion shares in Nezha Automobile and 10 million shares in Tongxiang Hozon Automotive Sales frozen [3] - Nezha Automobile is facing over 158 million yuan in enforcement amounts and has more than 30 high consumption restriction notices [3] Group 2 - The new Buick E5 has been launched with a price range of 169,900 to 189,900 yuan, featuring three models [5] - The E5 dimensions are 4892mm in length, 1905mm in width, and 1681mm in height, with a wheelbase of 2954mm [5] - The E5 is equipped with a 180kW motor and offers battery options of 65/68.4/76.8 kWh, with a CLTC range of 515/545/620 km [7] Group 3 - NIO has registered a new company for its chip business, Anhui Shenji Technology Co., Ltd., with a registered capital of 10 million yuan [9] - The new company will focus on chip design and sales, indicating NIO's strategy to ensure independent operation of its chip business [10] - NIO plans to introduce external funding while maintaining control over the project, showcasing a new round of business restructuring [10]

Core Viewpoint - The article compares two popular electric vehicles in the 200,000 RMB price range: Tesla Model 3 and BYD Han L, highlighting their unique features and technological advancements. Design and Aesthetics - Tesla Model 3 features a minimalist design with sharp details and a sporty feel, while BYD Han L incorporates traditional Chinese elements, such as the phoenix tail light design and calligraphy-inspired accents [5][7]. - Both vehicles have received mixed opinions on their aesthetics, with some preferring Tesla and others favoring BYD Han L for its cultural design [9]. Interior and Comfort - Tesla Model 3 emphasizes a minimalist interior with integrated controls, while the Han L maintains physical buttons for practicality and offers luxurious features like heated, ventilated, and massaging seats, as well as a high-end audio system [11][13]. - The Han L's spaciousness is comparable to that of the Audi A6L, enhancing its appeal as a premium vehicle [14]. Performance and Technology - BYD Han L boasts impressive performance metrics, including a 0-100 km/h acceleration in 2.7 seconds and a 100-200 km/h time of 4.7 seconds, powered by a 3,000 RPM motor [18][21]. - The vehicle features advanced battery technology, including a self-repairing SEI membrane that enhances charging speed and battery longevity, allowing for a 5-80% charge in just 9 minutes [24][27]. - BYD plans to establish 4,000 fast-charging stations, enhancing its infrastructure for electric vehicles [29]. Charging and Efficiency - The article compares the charging times of both vehicles, noting that while both take around 22 minutes for fast charging, BYD Han L performs better in slow charging scenarios [31]. - Tesla Model 3 focuses on driving and autonomous driving capabilities, featuring the latest HW4.0 hardware for enhanced performance [33][34]. Conclusion - BYD Han L represents a strong contender in the electric vehicle market, showcasing advanced technology and a comprehensive product offering at a competitive price [41]. - Tesla Model 3 remains a pioneering product in the electric vehicle sector, symbolizing the beginning of the electric era [44]. - The industry is evolving, with BYD emerging as a new leader, pushing the boundaries of electric vehicle technology [45].

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 2 、 奥迪暂停全面电动化计划，不再停售燃油车 ； 江铃否认江铃福特将并入长安福特； 吉利银河A7首秀； 奥迪暂停全面电动化计划，不再停售燃油车 6月18日，奥迪全球CEO高德诺宣布，原定2033年停售燃油车的计划已经暂停，未来不再设定停售燃油车的时间表，转而采取燃油、混动、纯电并行的多动 力总成策略。 显然，在看到中国新能源"换道超车"之后，欧洲汽车工业也掀起了一股回归燃油车的浪潮，以确立自己在汽车领域的先发优势。不过受限于全球不够稳定廉价 的电力供应，包括奥迪在内的一系列欧洲车企重启内燃机也确实事出有因。未来全球汽车产业的格局依然存在不确定性，希望中国品牌能够应对接下来的激烈 竞争。 目前， 长安福特的产品序列主要是轿车和SUV等乘用车，而 江铃福特的产品线更偏向商用车和工具车方向，双方的渠道、资源和用户群体整合起来其实并没 有那么容易。而无论是长安福特还是江铃福特，在近两年都在积极拥抱电气化，也都推出了不少插电混 ...

Core Viewpoint - The article discusses the recent bankruptcy protection filing by Marelli, a major global automotive parts supplier, highlighting the challenges faced by the company and the potential ripple effects on the automotive industry [4][40]. Group 1: Company Background - Marelli, founded in 1891, has a long history of success in the automotive parts industry, initially gaining traction with ignition components and later expanding into various automotive technologies [8][11][14]. - By 2006, Marelli had become a significant player with annual sales reaching €4.5 billion and operations in 15 countries [21]. - The company was acquired by Fiat in 1967 and later merged with another parts supplier, creating a combined entity that ranked among the top automotive suppliers globally [17][30]. Group 2: Recent Challenges - Marelli's troubles began in 2019 when its parent company, Fiat Chrysler Automobiles, faced significant losses, leading to a sale attempt of Marelli [25][27]. - The COVID-19 pandemic severely impacted global automotive sales, with Marelli's revenue plummeting from €14.6 billion in 2018 to €10.4 billion in 2020, nearly halving [32]. - Internal management issues, including conflicting operational philosophies between Japanese and European teams, exacerbated Marelli's challenges, leading to production inefficiencies and loss of contracts [33][36][40]. Group 3: Bankruptcy and Restructuring - In June 2023, Marelli filed for Chapter 11 bankruptcy protection in the U.S., allowing the company to restructure its debts while retaining management control [67][70]. - The company has proposed two restructuring plans, one involving a potential acquisition by Motherson Group, which has faced resistance from creditors due to unfavorable terms [74][76]. - A second plan involves securing $1.1 billion in financing from creditors to stabilize operations, with an automatic conversion of debt to equity if no better offers arise [78][79]. Group 4: Industry Implications - Marelli's bankruptcy highlights broader issues in the automotive supply chain, particularly the impact of declining sales from major clients like Nissan and Stellantis [48][49]. - The company has missed critical opportunities in the transition to electric vehicles, with a significant portion of its revenue still tied to traditional internal combustion engine components [50][51]. - The evolving global trade policies, particularly tariffs imposed by the U.S., have further strained Marelli's operations, emphasizing the need for adaptability in the automotive sector [54][55].

Core Viewpoint - The article emphasizes Volvo's commitment to safety, showcasing its innovative safety features and extensive testing practices that have been in place for decades [43][46]. Group 1: Collision Testing and Safety Features - Volvo conducted its first public three-car collision test, demonstrating the effectiveness of its Advanced Emergency Braking (AEB) system [1]. - The company has performed over 7,000 crash tests in its collision laboratory over the past 25 years, averaging nearly one test per day [9][10]. - Side-impact collisions are particularly dangerous, leading to severe head and torso injuries, which is why many Volvo vehicles are equipped with head side airbags [6][46]. Group 2: Historical Safety Innovations - Volvo introduced the three-point seatbelt in 1959, followed by several other safety innovations, including rear-facing child safety seats in 1972 and side impact airbags in 1998 [46]. - The company has a history of sharing its safety patents with the industry, believing that safety should not be a luxury or a profit-making tool [46]. Group 3: Safety Investigation and Data Analysis - Volvo's safety accident investigation team has been operational for 55 years, analyzing real accident data to improve vehicle safety [17][16]. - The company uses both real-world crash data and simulation software to enhance the accuracy of its safety testing [13]. Group 4: Community and Brand Philosophy - Volvo has a "Miracle of Life Club" for survivors of serious accidents, highlighting the effectiveness of its safety measures [18][21]. - The brand's core philosophy revolves around safety, contrasting with other companies that prioritize sales over safety innovations [43][44].

Core Viewpoint - The automotive industry is entering a new era of chip self-research and high computing power, driven by the need for advanced autonomous driving capabilities, particularly L3 level automation, as exemplified by companies like Xiaopeng and NIO [6][39][60]. Group 1: Chip Development and Competition - The competition for automotive computing power began around 2021, initiated by NVIDIA's Orin-X chip, which boasts a computing power of 254 TOPS, significantly surpassing Mobileye's Q5H and Tesla's HW3.0 [1][6]. - Companies like NIO have adopted multiple Orin-X chips, achieving over 1000 TOPS in computing power [3]. - The automotive computing power has fluctuated between 80 to 1000 TOPS over the past four years, but a new phase has emerged in 2023 with the introduction of self-developed chips [5][34]. Group 2: Self-Developed Chips and Industry Trends - Xiaopeng's self-developed 5nm chip, NX9031, is expected to reach 2000 TOPS with two chips in the ET9 model, while the Xiaopeng G7 features three self-developed Turing AI chips, achieving 2200 TOPS [6][39]. - The trend of automakers developing their own chips is gaining momentum, similar to Tesla's earlier journey, as companies seek to overcome the limitations of the "black box" model previously used with suppliers like Mobileye [9][30]. - The emergence of domestic chip companies like Horizon and Black Sesame Intelligence is diversifying the market, with many automakers now developing their own chips that can compete with NVIDIA's flagship products [35][38]. Group 3: The Shift to L3 Autonomous Driving - The automotive industry is approaching the L3 autonomous driving era, with Xiaopeng defining its G7 as the "world's first L3 level AI car" [39]. - The effective computing power required for L3 autonomous driving has been clarified by Xiaopeng at 2200 TOPS, indicating a significant leap from L2 systems [43][55]. - The transition to L3 involves not only technological advancements but also a shift in liability, as vehicles may be held accountable for accidents, increasing pressure on automakers to refine their technologies [56][58]. Group 4: Challenges in Chip Development - The journey of self-developing chips is fraught with challenges, including architectural issues and the risk of costly failures during the chip manufacturing process [62][64]. - Companies must also ensure that their chips meet stringent automotive safety standards, which can extend the validation period significantly [69]. - The need for large-scale production to recoup development costs is critical, with estimates suggesting that around 1 million units may be necessary for profitability [71].

Core Viewpoint - The article discusses significant developments in the automotive industry, focusing on financial challenges faced by companies, IPO activities, and advancements in battery technology. Group 1: Financial Challenges - Baoneng Group and Qoros Auto have been subjected to enforcement actions amounting to 273 million yuan [2][3] - Baoneng issued a statement asserting that all business operations remain unaffected and new vehicles are set to launch soon [4][6] Group 2: IPO Activities - Cao Cao Mobility has initiated its IPO process, planning to list on the Hong Kong Stock Exchange on June 25, with expected fundraising of 1.853 billion HKD and a valuation of approximately 22.823 billion HKD [7][8] - The IPO will involve the global offering of 44.1786 million shares at a price of 41.94 HKD per share, with significant backing from industry giants like Mercedes-Benz and Guoxuan High-Tech [9] Group 3: Battery Technology Advancements - Envision AESC has commenced production of its 46-series cylindrical batteries, which will supply power to BMW models such as X3, X5, X6, and X7 [10] - The new battery features a maximum energy density of 310 Wh/kg and supports rapid charging, with a 10-minute charge time from 10% to 80% [10]

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 首辆特斯拉Robotaxi将于6月28日交付 近日，马斯克在社交媒体上发布消息称，首辆特斯拉Robotaxi将于6月28日在美国得克萨斯州奥斯汀 交付，同时推动Robotaxi服务试运营。新车将搭载最新版本的 FSD软件，车辆可全程自主操控，无需配备方向盘及加速、刹车踏板。 首辆全自动驾驶的特斯拉汽车将于6月28日交付； 日产计划减持5%雷诺股份 ； 智己LS7焕新版上市， 权益价32.99万元 ； 其实，特斯拉Robotaxi服务试运营的启动时间原定在6月22日，也就是说试运营一周内就会开始交付，特斯拉果然不负众望的快节奏。 但美国关于自动驾驶出租车的反对声由来已久，马斯克的Robotaxi也难逃此劫， 当地时间周四就已经有人聚集在奥斯汀市中心反对这件事 ，理由当然是特斯拉目 前自家系统本身的安全问题一级数十起事故，但特斯拉对此并未回应。 事实上，随着文远知行、小马智行等多家企业的落地，特斯拉必须要加紧商业化步伐，为 ...

Core Viewpoint - The article discusses the recent trend of Chinese companies, particularly in the new energy vehicle sector, opting for secondary listings in Hong Kong to secure funding and expand globally, highlighting the case of CATL's successful IPO and the implications for other companies like EVE Energy [1][3][4][9][65]. Group 1: CATL's IPO and Market Context - CATL's successful listing in Hong Kong raised HKD 35.6 billion, marking it as the largest IPO globally at that time [1]. - The funds raised are intended for research and development, talent acquisition, and global expansion, achieving the company's objectives [3]. - The trend of secondary listings is spreading across the Chinese new energy vehicle sector, indicating a strategic shift in funding approaches [4][9]. Group 2: EVE Energy's Position and Strategy - EVE Energy, a lithium battery manufacturer, is recognized as a key supplier for major automotive brands, including Xpeng and BMW [12][13]. - The company has a diverse product range, including consumer batteries, power batteries, and energy storage batteries, with significant technological capabilities [16]. - EVE Energy has achieved global leadership in lithium primary battery sales and ranks second in energy storage battery shipments as of 2024 [17]. Group 3: Market Dynamics and Product Development - The current power battery market is dominated by ternary lithium batteries and lithium iron phosphate batteries, with various shapes like cylindrical and prismatic [19][20]. - EVE Energy has successfully mass-produced large cylindrical batteries, achieving a 97% yield rate, positioning itself as a leader in this segment [29][31]. - The company has secured significant orders for its large cylindrical batteries, with projected demand reaching approximately 564 GWh over the next five years [39][40]. Group 4: Financial Performance and Challenges - In 2024, EVE Energy reported a slight decline in revenue to CNY 48.6 billion, with a net profit decrease of 6.61% [55]. - The company faces challenges in cash flow, with operating cash flow dropping by 48.9% year-on-year, indicating potential liquidity issues [57]. - Despite the decline in cash flow, the company aims to leverage its large cylindrical battery technology to drive growth in its power battery business [60]. Group 5: Future Outlook and Funding Needs - EVE Energy's future production capacity needs to expand significantly to meet the projected demand for large cylindrical batteries, with a target of 210 GWh by 2025 [40][61]. - The company is exploring various funding avenues, including a secondary listing in Hong Kong, to address its capital requirements for expansion [65]. - The article suggests that many Chinese new energy companies may follow EVE Energy's lead in seeking opportunities in Hong Kong to meet their financing needs [86].