财联社汽车早报【8月14日】

Regulatory Developments - The State Administration for Market Regulation and the Ministry of Industry and Information Technology are drafting a notice to strengthen the recall and supervision of intelligent connected new energy vehicles, emphasizing that companies must not mislead consumers regarding the capabilities of driving assistance systems [1] - The notice aims to prevent exaggerated marketing claims that could lead to consumer misuse of vehicles, with increased oversight on advertising practices [1] Market Performance - From August 1 to 10, the retail sales of passenger vehicles in China reached 452,000 units, a year-on-year decrease of 4%, but a month-on-month increase of 6% [3] - Cumulatively, retail sales for the year have reached 13.198 million units, reflecting a 10% year-on-year growth [3] - In the same period, new energy vehicle sales were 262,000 units, marking a 6% year-on-year increase and a 6% month-on-month increase, with a cumulative total of 6.717 million units sold this year, up 28% year-on-year [3] - The penetration rate for new energy vehicles in retail sales was 57.9%, while the wholesale penetration rate was 56.8% [3] Corporate Actions - GAC Group approved a capital increase of 600 million yuan for GAC Aion to acquire a 71.43% stake in Huawei's automotive subsidiary, Huawang Automotive [4] - GAC Group has launched a city recruitment plan for Huawang Automotive, focusing on major cities such as Beijing, Shanghai, and Shenzhen, adhering to a "few dealers, many stores" principle [6] Competitive Landscape - Morgan Stanley predicts that if Xiaomi's electric vehicle deliveries significantly increase, its stock price could rise by 15% to 20% in the next 3 to 4 months, with expectations of monthly deliveries reaching 40,000 units by the fourth quarter [8] - Nissan reported a July sales figure of 52,655 units in China, a year-on-year increase of 19.4%, indicating a need for the company to accelerate adjustments to enhance market share in a competitive environment [9][10] Product Launches - The 2026 model of the Deep Blue L07 has been launched with a starting price of 135,900 yuan, featuring advanced driving assistance systems and a maximum range of 1,500 km in range-extended mode [11] - The vehicle is noted for being the only model in its price range to feature Huawei's advanced driving technology across all variants [12] Financial Outlook - Porsche has revised its adjusted net profit forecast for 2025 to between 1.6 billion and 3.6 billion euros, down from a previous estimate of 2.4 billion to 4.4 billion euros, citing current market dynamics as a reason for the adjustment [12]