Core Insights - The automotive recall report for the first half of 2025 reveals a significant increase in recalls, with 60 recalls affecting 5.0688 million vehicles, an increase of over one million vehicles compared to the same period last year [1][2] Group 1: Recall Statistics - In the first half of 2025, there were 60 automotive recalls, which is nearly 10 fewer than the same period last year, but the total number of recalled vehicles has increased significantly from approximately 4 million to over 5 million [2] - Tesla accounted for a substantial portion of the recalls, with 120.68 thousand vehicles recalled, representing nearly one-fourth of the total recalls [3] - Mercedes-Benz was the most frequently recalled brand, with 12 recalls totaling 144,967 vehicles in the first half of the year [3] Group 2: Market Trends - The domestic automotive market is undergoing a transformation, facing challenges such as intensified price competition and the need for improved product quality to attract consumers [2] - The recall data indicates a shift in focus from price competition to enhancing product quality, performance, and brand strength [2][4] Group 3: Import Vehicle Issues - Imported vehicles have seen a notable decline in sales, with a 16.7% drop in the first four months of the year, attributed to quality issues and increased competition from domestic manufacturers [5] - Over 50% of recalls in the first half of the year involved imported vehicles, highlighting quality concerns across various global brands [5] Group 4: Quality Improvement Initiatives - The automotive industry is urged to enhance manufacturing quality and address production issues to improve brand image and consumer trust [7] - The Ministry of Industry and Information Technology has initiated inspections to ensure compliance with production standards and address safety concerns in the automotive sector [8]

Group 1 - The National Market Supervision Administration of China announced a recall of certain Volvo vehicles produced by Zhejiang Haoqing Automobile Manufacturing Co., Daqing Volvo Automobile Manufacturing Co., and Volvo Automobile Sales (Shanghai) Co. [1] - The recall includes 3,378 units of the domestic plug-in hybrid XC60, 1 unit of the domestic pure electric C40, and 1 unit of the domestic pure electric XC40 from Zhejiang Haoqing [1] - Daqing Volvo's recall involves 1,520 units of the domestic plug-in hybrid S90 and 4 units of the domestic plug-in hybrid S60 [1] - The recall also includes 764 units of the imported plug-in hybrid XC90 from Volvo Automobile Sales (Shanghai) [1] Group 2 - The vehicles are recalled due to a software deviation in the brake control module, which may lead to loss of braking function under specific driving conditions, posing a safety risk [2] - The companies will authorize Volvo dealers to provide free software upgrades for the recalled vehicles to eliminate the safety hazard [2]

Group 1 - GAC Honda and Dongfeng Honda have initiated a recall of certain domestic vehicles due to safety and emission risks associated with high-pressure fuel pump components [1][2] - The recall affects a total of 240,764 vehicles from GAC Honda and 139,621 vehicles from Dongfeng Honda, with specific models and production dates outlined [1] - The recall will commence on August 31, 2025, and involves vehicles produced between June 28, 2022, and September 20, 2024, for GAC Honda, and between February 10, 2022, and September 23, 2024, for Dongfeng Honda [1] Group 2 - The companies will provide free replacement of the improved high-pressure fuel pumps for the affected vehicles to eliminate safety hazards and emission risks [2]

Core Insights - Mercedes-Benz is facing significant challenges in the Chinese market, with a total of 16,100 vehicles recalled due to safety and emission risks, following a previous recall of 33,400 vehicles in May [1][3] - The company's sales in China have declined, with 683,600 units sold in 2024, a decrease of 7.3% year-on-year, and 152,800 units in the first quarter of 2025, down 10% year-on-year [1][3] - To combat declining sales, Mercedes-Benz has been reducing prices across its key models, with discounts reaching up to 120,000 yuan for certain models [2][3] Sales Performance - The C-Class, GLC, and E-Class are the main sales pillars for Mercedes-Benz in China, with significant price reductions implemented to stimulate demand [2][3] - The sales decline is also reflected in the financial performance of Beijing Benz, which reported a revenue of 21.747 billion euros in 2024, down 3.36% year-on-year, and a net profit of 2.443 billion euros, down 18.5% year-on-year [3] Market Competition - The rise of domestic brands has intensified competition, with domestic brands capturing 64% of the retail market share in the first five months of 2024, an increase of 7.9 percentage points year-on-year [3][4] - The penetration rate of new energy vehicles (NEVs) among domestic brands reached 74.6%, while Mercedes-Benz's NEV penetration remains low at 6.4% for mainstream joint venture brands [4] Electric Vehicle Strategy - Mercedes-Benz's electric vehicle sales are lagging, with only 185,000 units sold globally in 2024, a decrease of 23% year-on-year, and 45,500 units in the first quarter of 2025, down 10% year-on-year [4][5] - The company plans to launch a significant number of new products from 2025 to 2027, including 36 new models, with a focus on both internal combustion and electric vehicles [8][9] Investment and Development - Mercedes-Benz has committed to increasing its investment in China, with plans to introduce multiple dedicated products covering all market segments and drive types from 2025 to 2027 [9] - Since 2019, the company has invested 10.5 billion yuan in R&D in China, focusing on electrification and intelligence, establishing the largest R&D network outside Germany [9] Competitive Landscape - Compared to other multinational automakers, Mercedes-Benz's localization of electric vehicles appears slower, with competitors like BMW and Audi making larger investments in local partnerships and production [11][13]

Core Insights - As of the end of May this year, China has implemented a total of 3,149 vehicle recalls, affecting 120 million vehicles [1] - In May alone, there were 12 recalls, totaling 221,354 vehicles, with German brands accounting for the majority of recalls [1][5] Recall Statistics - The most recalls in May were from German brands, with 7 recalls totaling 194,500 vehicles [5] - Specific brands involved include Mercedes-Benz, BMW, and Audi, with notable models such as the E-Class and X5 [5][10] - Japanese brands, including Toyota and Honda, had 2 recalls totaling 14,208 vehicles [7] Reasons for Recalls - Electrical system issues were the most common reason for recalls, accounting for 76.5% of the total recalls in May, with 169,294 vehicles affected [8] - Engine-related issues accounted for 12.1% of recalls, affecting 26,846 vehicles, while body and interior issues made up 5.6% with 12,465 vehicles [8][10] Industry Implications - Recalls are mandated by national regulations for vehicles with quality defects, and companies are responsible for free replacements [4] - While recalls can mitigate immediate losses, they may negatively impact brand reputation and consumer trust [4] - The increasing complexity of automotive electronics and software is leading to a higher incidence of recalls related to electrical systems [8]

Core Viewpoint - Mercedes-Benz and Beijing Benz have initiated a recall of certain imported and domestic vehicles due to safety concerns related to incorrect fuse boxes used in previous repairs, which may lead to system failures and potential fire risks [1] Group 1: Recall Details - The recall plan has been filed with the State Administration for Market Regulation, with two specific recall numbers: S2025M0090V and S2025M0094V [1] - The recall affects a total of 509 vehicles, including 252 domestic C-Class and GLC SUVs produced between April 25, 2023, and August 17, 2023, and 257 imported S-Class and EQE vehicles produced between February 8, 2023, and October 10, 2023 [1] Group 2: Safety Concerns - The affected vehicles may experience loss of power, issues with restraint systems, and instrument display malfunctions due to the faulty fuse boxes [1] - There is a potential fire risk associated with the affected vehicles, highlighting significant safety hazards [1] Group 3: Remedial Actions - Mercedes-Benz and Beijing Benz will provide free inspections and replacements of the faulty fuse boxes through authorized dealers to eliminate safety risks [1]

Core Viewpoint - Mercedes-Benz (China) Automotive Sales Co., Ltd. has filed a recall plan with the State Administration for Market Regulation, affecting 1,715 imported G-Class vehicles due to a software deviation in the Electronic Stability Program (ESP) control unit [1] Group 1 - The recall is scheduled to start on May 30, 2025, and includes vehicles produced between April 2, 2024, and October 11, 2024 [1] - The issue involves incorrect warning information displayed on the instrument panel when a hardware failure occurs in the ESP system, which does not meet national standards [1] - Mercedes-Benz will provide free software upgrades for the affected vehicles through authorized dealers [1]

Group 1 - GAC Honda Automobile Co., Ltd. has filed a recall plan with the State Administration for Market Regulation in accordance with the regulations on defective automobile product recalls [1] - The recall, numbered S2025M0080V, will take effect from May 30, 2025, involving 3,316 units of the 2014-2017 Acura MDX vehicles produced between September 4, 2013, and August 17, 2017 [1] - The recall is due to a design and manufacturing issue where the trunk lid lamp sealing pad may deform or become damaged, leading to water ingress and failure of the lamp to illuminate, posing a safety hazard [1] Group 2 - GAC Honda will provide free installation of a trunk lid lamp wiring harness for the recalled vehicles and will check for water ingress in the tail lamps, replacing the tail lamp assembly if necessary to eliminate safety risks [1]

Group 1 - Ford Motor Company is recalling approximately 274,000 Expedition and Lincoln Navigator SUVs across the United States due to a potential issue that may lead to loss of braking function while driving, increasing the risk of collision [1]

福特汽车公司在美国召回27.38万辆汽车。 ...