Di Yi Cai Jing·2025-06-30 13:01Group 1: Lexus New Energy Project - Lexus has commenced construction of its new energy project in Jinshan District, Shanghai, marking the first Japanese complete vehicle project in the city and the first deployment of Toyota's latest technology outside Japan [2] - The factory is expected to be completed by August 2026 and will begin production in 2027, with an initial annual capacity of approximately 100,000 vehicles, targeting both the Chinese market and exports to Japan and other overseas markets [2] - The project aims for over 95% of its components to be sourced locally, which will significantly boost the development of the new energy vehicle industry in the Yangtze River Delta region and support Toyota's strategic transformation towards electrification and intelligence [2] Group 2: Chinese Automotive Supply Chain - A recent report indicates that 17 Chinese automotive parts companies have entered the global automotive supply chain top 100, with CATL, Weichai Group, and Huayu Automotive ranking in the top 20 [3] - The global automotive parts industry is experiencing three notable trends: a relatively stable top-tier company landscape, growth through mergers and resource integration, and an increasing influence of Chinese companies in the global supply chain [3][4] - The number of Chinese companies on the list has increased, with four new entrants showcasing a clear cluster characteristic in the Yangtze River Delta region, driven by intelligent and international growth strategies [3] Group 3: Chery and Lantu Automotive - Chery's new flagship model, the Fengyun A9L, has officially started pre-sales with a price range of 159,900 to 229,900 yuan, and has already received 53,565 blind orders prior to the pre-sale [5] - The Fengyun A9L is produced at Chery's intelligent manufacturing plant, which can roll out a vehicle every 60 seconds, with an annual capacity of over 300,000 units [5] - Lantu's new model, the FREE+, has also begun pre-sales with a starting price of 229,900 yuan, and the first mass-produced vehicle has rolled off the assembly line [8] - Lantu aims for annual sales of 200,000 vehicles by 2025, with a current sales figure of 46,075 units in the first five months of the year, reflecting an 85% year-on-year growth [8]