财联社汽车早报11月7日

Core Insights - The current strategies and targets set by automotive manufacturers regarding vehicle supply, inventory structure, and after-sales support are misaligned with market realities, leading to increased production capacity but declining revenue and profits, which has severely impacted the automotive supply chain ecosystem [1][2] - The China Automobile Dealers Association emphasizes the need for greater support for dealers amidst the challenges posed by market transformation and deep adjustments in the automotive industry [1] - Recommendations have been submitted to relevant authorities to address issues such as "inventory pressure" and "rebate arrears," including controlling reasonable inventory coefficients for dealers [1] Industry Performance - In the first nine months of 2023, Chinese self-owned brands sold 2.42 million vehicles in overseas markets, marking a 12% year-on-year increase, with September sales reaching 336,000 units, a 25% increase year-on-year [3] - Dongfeng Motor Group reported cumulative vehicle sales of approximately 1.5 million units from January to October 2023, reflecting a year-on-year decline of about 1.6%, while sales of new energy vehicles increased by approximately 37.1% [4] Company Developments - Li Auto has established a new battery company in Jiangsu with a registered capital of 70 million yuan, focusing on battery manufacturing and electric vehicle charging infrastructure [6] - DeepWay Technology has submitted its prospectus for an IPO on the Hong Kong Stock Exchange, aiming to become a leader in the smart new energy heavy truck market [8] - Nissan has announced the establishment of a new import and export company in China, marking a significant step in its local development strategy [9] - The all-new Tank 400 has been launched with a price range starting from 249,800 yuan, featuring advanced driving assistance systems and various powertrain options [10]