Core Viewpoint - GAC Aion has been recognized as a global unicorn for three consecutive years, ranking 50th in the latest Hurun Research Institute's "2025 Global Unicorn List," and remains the largest new energy vehicle unicorn globally, highlighting its strong position in the competitive new energy vehicle market [1] Advanced Technology Reserve - Advanced technology reserves are identified as the core driving force for sustainable development [2] Safety and Battery Technology - The upcoming GB 38031-2025 battery national standard represents a significant enhancement of safety benchmarks in the industry. GAC Aion's modular battery technology, launched in 2021, meets the new standard's core requirements five years in advance, achieving a record of zero self-ignition among 1.3 million users, showcasing the effectiveness of its self-research system in ensuring safety [3] Intelligent Driving - GAC Aion has addressed the long-standing "technology stratification" issue in the industry by introducing LiDAR technology into mainstream models priced below 150,000 yuan, thus accelerating the popularization of intelligent driving. This move is a result of scaled procurement and self-developed algorithms that lower marginal costs [4] Smart Mobility and Collaboration - GAC Aion is actively working towards the ultimate form of smart mobility, with plans to mass-produce L4 autonomous driving vehicles by the end of 2025 and initiate demonstration operations in major cities by 2026. The collaboration with Didi in the AIDI plan exemplifies its commitment to practical applications rather than mere conceptual showcases [5] Market Performance - GAC Aion's models, such as AION Y and AION RT, have gained significant traction in the market, with AION Y Plus maintaining a strong competitive position in the A-class pure electric SUV sales ranking [6] Charging Network Development - GAC Aion is proactively addressing the industry's charging network challenges by building its own fast-charging stations, with 13,659 stations established by June 2025, and a goal of achieving a density of 10 stations per square kilometer in key urban areas. This approach enhances user experience and redefines the responsibility of charging infrastructure in the industry [7][8] Globalization Strategy - GAC Aion's globalization strategy focuses on building a comprehensive value chain system rather than merely exporting products. The establishment of a smart factory in Indonesia allows for flexible production and local service integration, enhancing user satisfaction and establishing a unified quality standard [9][10] Market Impact - The effectiveness of GAC Aion's strategy is reflected in its market performance, with significant sales growth in Thailand and Indonesia, and a ranking of eighth in global new energy vehicle sales in 2024, solidifying its position as a leading player in the industry [11]

Group 1 - GAC Aion's May sales reached 26,777 units, with the AION Y Plus surpassing cumulative sales of 520,000 units [1] - GAC Trumpchi sold 23,564 units in May, with its MPV family achieving a month-on-month growth of 2.3% and a global cumulative sales exceeding 770,000 units [2] - GAC Toyota's May sales reached 64,541 units, reflecting a month-on-month growth of 7.5%, with high-value models like Camry and Highlander contributing significantly to sales [2] Group 2 - GAC Honda's terminal sales were 26,851 units in May, with the Accord and CR-V models performing well [2] - GAC is expanding its international presence by deepening its full industry chain layout in Brazil, Egypt, and Ethiopia, including local production and energy supply network development [3] - GAC has launched five models in the Brazilian market and continues to expand its charging network, with over 16,000 charging piles installed across more than 200 cities [5]

Core Insights - The International Energy Agency's report recognizes China's leading position in the electric vehicle (EV) market and highlights the significant role of Chinese EV exports in expanding into emerging markets, particularly in Thailand, where Chinese products hold a 75% market share [4][5][8] - Despite the high production capacity of over 500,000 EVs planned in Thailand, the annual registration of EVs is only around 70,000, indicating a potential oversupply issue for Chinese automakers in the Thai market [4][8][9] Industry Overview - Thailand is solidifying its status as a major EV manufacturing hub in Southeast Asia, with production capacity exceeding 500,000 units, largely due to the active investments of Chinese automakers [5][6] - The Thai government has implemented various incentives, including the EV 3.0 policy, which reduces import tariffs by up to 40% to encourage local production and aims for 30% of vehicle production to be electric by 2030 [5][6] Company Developments - Several Chinese automakers, including BYD, Neta, GAC Aion, Changan, and Great Wall, have established manufacturing facilities in Thailand, with planned capacities exceeding 600,000 units [5][6][7] - BYD's factory in Thailand is set to produce 150,000 units, primarily the Dolphin model, while GAC Aion's facility will start with a capacity of 50,000 units, expanding to 100,000 [6][7] - Changan's factory has an initial capacity of 100,000 units, with plans to increase to 200,000, and it will also produce various models including hybrids and fuel vehicles [6][7] Market Challenges - The Thai automotive market is experiencing a decline, with a projected 2024 vehicle sales drop of 26.09% to 572,700 units, and a 20% decrease in production, marking a four-year low [8][9] - The electric vehicle registration in Thailand is expected to decline by 8.1% in 2024, marking the first drop since 2020, despite the strong performance of Chinese brands like BYD [8][9] Future Outlook - Industry experts warn of a potential oversupply crisis in the Thai EV market, with production capacity expected to exceed market demand by over 60% [9][10] - However, there is optimism regarding the long-term potential of the Thai and Southeast Asian markets, with predictions of a 1.5% to 2.5% growth in automotive production and sales in 2024 [9][11] - Chinese automakers are encouraged to deepen localization efforts beyond just establishing factories, focusing on long-term strategies that include product planning and supply chain development [11][12]

点 击 蓝 字 关 注 我 们 目录 | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | --- | --- | --- | --- | --- | --- | | 1 | 上汽通用 | 凯迪拉克 CT5 | 2025 / 06 / 03 | B NB | NM | | 2 | 广汽埃安 | AION Y Plus | 2025 / 06 / 03 | A SUV | MCE1 | | 3 | 奇瑞汽车 | 风云A8 | 2025 / 06 / 06 | A NB | NM | 注:工改授定义 全新产品(NP):全新上市车型,车型名称是全新的。 小改款（MEI），指车型的配置、外观造型发生小范围变化，但不涉及车型模具的 更改及发动机或变速箱的调整。 中改款（KEZ一1），通常指车型的faoel ift，即车型的前脸造型或模具的改变，但 不涉及动力的改变。 乘联分会&I.S. E安路勤 中改款（MCE2−2）: 指车型涉及发动机或变速箱的改变，但不涉及前脸造型或模具的改变。 换代产品（BP）: 车型平台发生改变,从而产生的全新一代的车型。 新增车型(M):现有车型 ...

Group 1: Market Overview - In April, the new energy vehicle market saw significant growth, with BYD leading sales at over 380,000 units, followed by Leap Motor and Xiaopeng with remarkable increases in sales [1][4][18] - The overall sales of passenger cars reached 372,615 units, reflecting a year-on-year growth of 19.4% [6] Group 2: BYD Performance - BYD's new energy vehicle sales reached 380,089 units in April, marking a year-on-year increase of 21.3% [3][4] - The sales of BYD's main models, including the Dynasty and Ocean series, totaled 347,053 units, up 16.5% year-on-year [4] Group 3: Other Key Players - SAIC-GM-Wuling's new energy vehicle sales surged by 83.2% to 69,678 units, contributing to a total global sales of 126,455 units, which is a 22% increase [9][10] - Leap Motor achieved a monthly sales record of 41,039 units, a year-on-year increase of 173% [13] - Xiaopeng Motors delivered 35,045 vehicles in April, representing a staggering year-on-year growth of 273% [17][18] - Li Auto's sales reached 33,939 units, with a year-on-year increase of 31.6% [21][24] - Great Wall Motors sold 28,813 new energy vehicles, reflecting a year-on-year growth of 28.42% [27][28] - GAC Aion's sales reached 28,301 units, maintaining positive growth in the new energy vehicle market [33] - Xiaomi delivered over 28,000 vehicles in April, expanding its retail presence significantly [37] - NIO's deliveries totaled 23,900 units, with a year-on-year increase of 53% [40] - Deep Blue's sales reached 20,138 units, marking a year-on-year growth of 58% [45] - Zeekr sold 13,727 units, with a year-on-year increase of 18.7% [47] - Avita's sales reached 11,681 units, a significant year-on-year increase of 122.6% [50] - Lantu sold 10,019 units, reflecting a year-on-year growth of 150% [53] - IM Motors delivered 4,366 units, showing a year-on-year increase of 55% [56]

日本汽车业再曝造假丑闻 日本国土交通省（相当于交通部与建设部）6 月 3 日通报称，丰田、本田、马自达、雅马哈、铃木被 发现在多款车型认证过程中提交虚假数据，现在已被要求暂停出货。去年底，丰田旗下的大发汽车被 指长期伪造碰撞测试数据，已经暂停出货。 日本汽车业再曝造假丑闻 曾经的核心资产现在怎么样了？ 新能源销量二梯队背后的爆款们 当一家对冲基金要 IPO "截至 5 月底，共有 5 家汽车制造商涉嫌在车型指定申请中进行了不当行为……这种行为不仅会损害 用户的信任，同时也会动摇汽车认证制度的基础……" 日本国土交通省说。根据日本规定，进入日本 市场的整车和零部件，均需要通过型式指定，由日本国土交通省监管。日本的整车型式测试包括安 全，排放，油耗，噪音，由国土交通省指定机构负责测试和输出报告。 五家日本车企在各自官网刊登了相关说明。丰田三款现役车型（Corolla Fielder、Corolla Axio 以及 Yaris Cross）涉及提交行人保护测试虚假数据等问题，四款过去生产的车型（Crown、Isis、Sienta 和 雷克萨斯 RX）涉及碰撞测试的不当应对。 关注《晚点财经》并设为星标，第一时间获取 ...